| 5/2/2025 | Victory Capital Management Inc. | 22,811 | $7.25M | 0.0% | +28.3% | 0.050% | |
| 5/2/2025 | Midwest Professional Planners LTD. | 13,102 | $4.16M | 1.3% | +5.1% | 0.029% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 56,593 | $17.98M | 0.5% | +0.2% | 0.123% | |
| 5/2/2025 | First Command Advisory Services Inc. | 680 | $216K | 0.0% | -5.9% | 0.001% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 1,318 | $419K | 0.1% | +57.3% | 0.003% | |
| 5/2/2025 | Lokken Investment Group LLC | 6,491 | $2.06M | 0.9% | -2.2% | 0.014% | |
| 5/2/2025 | Sigma Planning Corp | 4,190 | $1.33M | 0.0% | +1.2% | 0.009% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 1,668 | $530K | 0.1% | -58.1% | 0.004% | |
| 5/1/2025 | MTM Investment Management LLC | 1,760 | $561K | 0.2% | +4.5% | 0.004% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 3,305 | $1.05M | 0.1% | -1.3% | 0.007% | |
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| 5/1/2025 | CWM LLC | 33,949 | $10.78M | 0.0% | +11.1% | 0.074% | |
| 5/1/2025 | Hughes Financial Services LLC | 108 | $34K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 137,881 | $43.80M | 0.6% | -15.4% | 0.301% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 3,716 | $1.18M | 0.1% | N/A | 0.008% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 252,872 | $80.32M | 9.5% | -17.6% | 0.552% | |
| 5/1/2025 | Ballentine Partners LLC | 165,631 | $52.61M | 0.9% | -1.7% | 0.361% | |
| 5/1/2025 | Family Firm Inc. | 193,861 | $61.58M | 13.7% | -1.5% | 0.423% | |
| 5/1/2025 | SkyOak Wealth LLC | 2,813 | $894K | 0.2% | -1.6% | 0.006% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 1,175 | $368K | 0.2% | +3.5% | 0.003% | |
| 5/1/2025 | Xponance Inc. | 13,263 | $4.21M | 0.0% | +46.0% | 0.029% | |
| 5/1/2025 | Fonville Wealth Management LLC | 7,381 | $2.31M | 0.7% | -2.9% | 0.016% | |
| 5/1/2025 | Country Club Bank | 11,721 | $3.70M | 0.2% | -2.3% | 0.026% | |
| 4/30/2025 | Strategic Investment Management LLC | 122,201 | $38.82M | 15.6% | -8.3% | 0.267% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 52,848 | $16.85M | 7.0% | -6.0% | 0.115% | |
| 4/30/2025 | Cerity Partners LLC | 56,588 | $17.98M | 0.0% | -7.6% | 0.123% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 3,040 | $966K | 0.1% | N/A | 0.007% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 413 | $131K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 2,225 | $692K | 0.0% | +8.3% | 0.005% | |
| 4/30/2025 | Stonebrook Private Inc. | 3,460 | $1.10M | 0.3% | +270.1% | 0.008% | |
| 4/30/2025 | First Interstate Bank | 2,560 | $813K | 0.0% | -25.8% | 0.006% | |
| 4/30/2025 | Topsail Wealth Management LLC | 1,931 | $613K | 0.1% | N/A | 0.004% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 1,573 | $500K | 0.0% | -4.7% | 0.003% | |
| 4/30/2025 | M&T Bank Corp | 8,958 | $2.85M | 0.0% | -22.1% | 0.020% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,211 | $3.56M | 0.1% | -2.4% | 0.024% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 6,090 | $1.94M | 0.1% | -5.1% | 0.013% | |
| 4/30/2025 | Brown Advisory Inc. | 45,099 | $14.33M | 0.0% | +21.1% | 0.098% | |
| 4/30/2025 | Davidson Investment Advisors | 900 | $286K | 0.0% | -26.1% | 0.002% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 9,244 | $2.94M | 0.1% | -1.0% | 0.020% | |
| 4/29/2025 | Financial Counselors Inc. | 3,893 | $1.24M | 0.0% | -0.8% | 0.008% | |
| 4/29/2025 | TD Private Client Wealth LLC | 335 | $106K | 0.0% | -76.4% | 0.001% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
| 4/29/2025 | Envestnet Asset Management Inc. | 148,807 | $47.27M | 0.0% | -24.8% | 0.325% | |
| 4/29/2025 | Chilton Capital Management LLC | 1,610 | $511K | 0.0% | -28.1% | 0.004% | |
| 4/29/2025 | Forte Asset Management LLC | 28,411 | $9.03M | 4.5% | +7.3% | 0.062% | |
| 4/29/2025 | One Day In July LLC | 24,233 | $7.70M | 0.8% | +6.1% | 0.053% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 1,668 | $530K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 1,019 | $324K | 0.0% | -69.1% | 0.002% | |
| 4/29/2025 | Simmons Bank | 13,280 | $4.22M | 0.3% | -5.4% | 0.029% | |
| 4/29/2025 | Bank of New York Mellon Corp | 319,067 | $101.35M | 0.0% | +3.3% | 0.696% | |
| 4/29/2025 | World Investment Advisors | 4,221 | $1.34M | 0.0% | -6.2% | 0.009% | |
| 4/29/2025 | Wayfinding Financial LLC | 584 | $185K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 57,953 | $18.41M | 0.3% | -8.2% | 0.126% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 635 | $202K | 0.0% | -49.4% | 0.001% | |
| 4/29/2025 | Calamos Wealth Management LLC | 189,946 | $60.33M | 3.0% | +13.3% | 0.414% | |
| 4/28/2025 | First Horizon Advisors Inc. | 43,773 | $13.90M | 0.4% | -25.1% | 0.095% | |
| 4/28/2025 | O Brien Wealth Partners LLC | 51,139 | $16.24M | 3.0% | -0.5% | 0.112% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 6,328 | $2.09M | 0.0% | +5.9% | 0.014% | |
| 4/28/2025 | Detalus Advisors LLC | 1,314 | $417K | 0.1% | N/A | 0.003% | |
| 4/28/2025 | Keybank National Association OH | 59,361 | $18.86M | 0.1% | +105.1% | 0.129% | |
| 4/25/2025 | JNBA Financial Advisors | 193 | $61K | 0.0% | +56.9% | 0.000% | |
| 4/25/2025 | Smith Salley Wealth Management | 3,230 | $1.03M | 0.1% | +1.3% | 0.007% | |
| 4/25/2025 | Yardley Wealth Management LLC | 5,833 | $1.85M | 1.1% | -2.4% | 0.013% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 14,390 | $4.57M | 0.9% | -3.4% | 0.031% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,687 | $5.62M | 0.2% | N/A | 0.039% | |
| 4/25/2025 | William Howard & Co Financial Advisors Inc | 14,904 | $4.73M | 4.4% | -7.1% | 0.033% | |
| 4/25/2025 | Augustine Asset Management Inc. | 3,764 | $1.20M | 0.3% | -3.4% | 0.008% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 3,365 | $1.07M | 0.0% | +30.6% | 0.007% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 5,315 | $1.69M | 0.3% | N/A | 0.012% | |
| 4/25/2025 | K.J. Harrison & Partners Inc | 937 | $298K | 0.1% | -5.3% | 0.002% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 4,023 | $1.28M | 0.1% | -15.3% | 0.009% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 22,816 | $7.25M | 0.0% | -5.8% | 0.050% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 3,345 | $1.06M | 0.0% | +152.5% | 0.007% | |
| 4/24/2025 | Trust Co. of Vermont | 156 | $50K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Tepp RIA LLC | 1,063 | $338K | 0.5% | -38.0% | 0.002% | |
| 4/24/2025 | Tanager Wealth Management LLP | 38,535 | $12.24M | 1.6% | -6.5% | 0.084% | |
| 4/23/2025 | Atala Financial Inc | 3,319 | $1.05M | 0.8% | -4.3% | 0.007% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 12,591 | $4.00M | 0.0% | +357.2% | 0.027% | |
| 4/23/2025 | Security National Bank | 509 | $162K | 0.0% | +90.6% | 0.001% | |
| 4/23/2025 | Alpine Bank Wealth Management | 800 | $254K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 1,136 | $361K | 0.0% | -9.5% | 0.002% | |
| 4/23/2025 | Golden State Wealth Management LLC | 898 | $285K | 0.0% | +91.9% | 0.002% | |
| 4/23/2025 | Spire Wealth Management | 1,385 | $440K | 0.0% | +9.5% | 0.003% | |
| 4/23/2025 | Golden State Equity Partners | 712 | $226K | 0.0% | -17.2% | 0.002% | |
| 4/23/2025 | International Assets Investment Management LLC | 2,664 | $846K | 0.0% | +3.0% | 0.006% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 711 | $226K | 0.0% | -8.0% | 0.002% | |
| 4/23/2025 | Climber Capital SA | 1,835 | $583K | 3.5% | -8.9% | 0.004% | |
| 4/23/2025 | Ledyard National Bank | 5,302 | $1.68M | 0.2% | -1.7% | 0.012% | |
| 4/23/2025 | Embree Financial Group | 72,416 | $23.00M | 3.9% | -1.3% | 0.158% | |
| 4/23/2025 | Moneywise Inc. | 36,892 | $11.72M | 6.2% | +3.4% | 0.080% | |
| 4/23/2025 | Post Resch Tallon Group Inc. | 23,754 | $7.51M | 7.7% | +4.1% | 0.052% | |
| 4/22/2025 | Diversified Portfolios Inc. | 53,773 | $17.08M | 1.8% | -0.2% | 0.117% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
| 4/22/2025 | JFS Wealth Advisors LLC | 34,633 | $11.00M | 0.7% | -0.7% | 0.076% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,961 | $5.71M | 0.0% | -5.9% | 0.039% | |
| 4/22/2025 | Ellis Investment Partners LLC | 1,781 | $566K | 0.1% | -37.2% | 0.004% | |
| 4/22/2025 | MPS Loria Financial Planners LLC | 14,004 | $4.45M | 1.3% | -12.8% | 0.031% | |
| 4/22/2025 | Garde Capital Inc. | 138 | $44K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | XY Planning Network Inc. | 6,135 | $1.95M | 1.3% | -4.2% | 0.013% | |
| 4/21/2025 | DecisionMap Wealth Management LLC | 651 | $207K | 0.2% | N/A | 0.001% | |
| 4/21/2025 | Bricktown Capital LLC | 143,120 | $45.46M | 8.5% | N/A | 0.312% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,633 | $2.43M | 0.0% | -19.3% | 0.017% | |
| 4/21/2025 | Well Done LLC | 3,082 | $1.03M | 0.2% | -3.3% | 0.007% | |
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