5/2/2025 | Larson Financial Group LLC | 224,017 | $11.99M | 0.6% | +79.3% | 0.634% | |
5/1/2025 | CWM LLC | 104,699 | $5.60M | 0.0% | +12.1% | 0.296% | |
5/1/2025 | WESPAC Advisors LLC | 5,116 | $274K | 0.2% | N/A | 0.016% | |
4/30/2025 | Aurdan Capital Management LLC | 14,401 | $771K | 0.3% | N/A | 0.044% | |
4/30/2025 | Axxcess Wealth Management LLC | 51,490 | $2.76M | 0.1% | +23.8% | 0.157% | |
4/30/2025 | Peterson Wealth Advisors LLC | 152,771 | $8.14M | 1.5% | +4.2% | 0.464% | |
4/30/2025 | Silverlake Wealth Management LLC | 32,318 | $1.73M | 0.7% | +23.0% | 0.098% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,427,634 | $76.41M | 0.0% | +164.5% | 4.339% | |
4/29/2025 | Sutton Place Investors LLC | 7,482 | $400K | 0.3% | -9.0% | 0.023% | |
4/29/2025 | Capital Investment Advisory Services LLC | 312,574 | $16.73M | 1.5% | +3.0% | 0.950% | |
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4/29/2025 | Royal Harbor Partners LLC | 164,649 | $8.81M | 3.4% | +3.5% | 0.500% | |
4/28/2025 | D.A. Davidson & CO. | 268,853 | $14.39M | 0.1% | N/A | 0.817% | |
4/28/2025 | Private Trust Co. NA | 4,352 | $233K | 0.0% | +9.8% | 0.013% | |
4/25/2025 | Essex Financial Services Inc. | 128,322 | $6.87M | 0.5% | +13.3% | 0.390% | |
4/23/2025 | SFG Wealth Management LLC. | 6,632 | $355K | 0.2% | N/A | 0.020% | |
4/23/2025 | Western Wealth Management LLC | 35,231 | $1.89M | 0.1% | +242.0% | 0.107% | |
4/23/2025 | Chapin Davis Inc. | 11,315 | $606K | 0.2% | N/A | 0.034% | |
4/22/2025 | Diversified Portfolios Inc. | 1,490,448 | $79.77M | 8.4% | +10.3% | 4.530% | |
4/22/2025 | JFS Wealth Advisors LLC | 1,889 | $101K | 0.0% | -34.6% | 0.006% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 106,035 | $5.68M | 0.0% | +258.4% | 0.322% | |
4/22/2025 | LVZ Inc. | 912,841 | $48.86M | 6.4% | +7.8% | 2.775% | |
4/22/2025 | Innealta Capital LLC | 366,917 | $19.64M | 10.6% | -0.5% | 1.115% | |
4/22/2025 | Cobblestone Asset Management LLC | 221,290 | $11.84M | 6.9% | +13.1% | 0.673% | |
4/22/2025 | Advisor Resource Council | 63,445 | $3.40M | 0.3% | N/A | 0.193% | |
4/21/2025 | Martin Worley Group | 77,955 | $4.17M | 2.4% | +17.9% | 0.237% | |
4/21/2025 | Means Investment CO. Inc. | 358,030 | $19.16M | 2.0% | +3.1% | 1.088% | |
4/21/2025 | Blue Trust Inc. | 13,835 | $740K | 0.0% | +361.2% | 0.042% | |
4/21/2025 | Guided Capital Wealth Management LLC | 133,095 | $7.12M | 6.0% | N/A | 0.405% | |
4/21/2025 | MN Wealth Advisors LLC | 16,087 | $861K | 0.5% | +6.6% | 0.049% | |
4/17/2025 | Janney Montgomery Scott LLC | 507,750 | $27.18M | 0.1% | +16.2% | 1.543% | |
4/17/2025 | Cornell Pochily Investment Advisors Inc. | 4,362 | $233K | 0.1% | N/A | 0.013% | |
4/16/2025 | Avaii Wealth Management LLC | 23,320 | $1.25M | 0.7% | -92.2% | 0.071% | |
4/16/2025 | IAG Wealth Partners LLC | 1,080,249 | $57.82M | 9.0% | +264.6% | 3.283% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 274,659 | $14.70M | 0.0% | -7.5% | 0.835% | |
4/16/2025 | Goldstone Financial Group LLC | 272,027 | $14.56M | 2.2% | +10.0% | 0.827% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 8,890 | $470K | 0.2% | +23.2% | 0.027% | |
4/15/2025 | Yarger Wealth Strategies LLC | 98,355 | $5.26M | 3.1% | -4.9% | 0.299% | |
4/15/2025 | Focus Financial Network Inc. | 220,881 | $11.82M | 0.5% | -3.7% | 0.671% | |
4/14/2025 | Pallas Capital Advisors LLC | 628,163 | $33.62M | 1.4% | -21.2% | 1.909% | |
4/14/2025 | Farther Finance Advisors LLC | 500 | $27K | 0.0% | +66.7% | 0.002% | |
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 |
4/14/2025 | Baldwin Wealth Partners LLC MA | 1,352,137 | $72.37M | 5.1% | +79.0% | 4.110% | |
4/14/2025 | Cedar Mountain Advisors LLC | 54,646 | $2.93M | 0.7% | +6.8% | 0.166% | |
4/11/2025 | GGM Financials LLC | 6,291 | $337K | 0.2% | N/A | 0.019% | |
4/11/2025 | AGH Wealth Advisors LLC | 113,203 | $6.06M | 5.8% | -17.6% | 0.344% | |
4/11/2025 | Northwest Financial Advisors | 40,531 | $2.17M | 1.8% | +34.5% | 0.123% | |
4/10/2025 | KWB Wealth | 54,759 | $2.86M | 0.3% | +517.4% | 0.166% | |
4/10/2025 | Fermata Advisors LLC | 333,318 | $17.84M | 3.2% | N/A | 1.013% | |
4/10/2025 | TrueWealth Advisors LLC | 9,084 | $486K | 0.2% | N/A | 0.028% | |
4/10/2025 | CGN Advisors LLC | 306,491 | $16.40M | 1.6% | +15.7% | 0.932% | |
4/9/2025 | RFG Advisory LLC | 39,036 | $2.09M | 0.1% | N/A | 0.125% | |
4/9/2025 | Bond & Devick Financial Network Inc. | 4,060 | $217K | 0.1% | N/A | 0.013% | |
4/8/2025 | Taylor & Morgan Wealth Management LLC | 4,911 | $263K | 0.2% | N/A | 0.016% | |
4/8/2025 | Parallel Advisors LLC | 85,309 | $4.57M | 0.1% | -17.1% | 0.273% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 296,992 | $15.52M | 0.0% | +1,003.3% | 1.029% | |
2/24/2025 | Great Valley Advisor Group Inc. | 125,346 | $6.55M | 0.1% | +4.4% | 2.882% | |
2/24/2025 | Ameriflex Group Inc. | 1,091 | $57K | 0.0% | N/A | 0.025% | |
2/22/2025 | American Trust | 300,079 | $15.68M | 1.2% | N/A | 6.898% | |
2/21/2025 | Ascent Group LLC | 8,527 | $446K | 0.0% | N/A | 0.196% | |
2/17/2025 | Vienna Asset Management LLC | 38,146 | $1.99M | 1.3% | +54.2% | 0.877% | |
2/17/2025 | Royal Bank of Canada | 340,866 | $17.81M | 0.0% | +25.9% | 7.836% | |
2/17/2025 | Cetera Investment Advisers | 139,625 | $7.30M | 0.0% | +70.3% | 3.210% | |
2/17/2025 | Baird Financial Group Inc. | 114,668 | $5.99M | 0.0% | +12.6% | 2.636% | |
2/14/2025 | Jane Street Group LLC | 19,453 | $1.02M | 0.0% | N/A | 0.447% | |
2/14/2025 | Berger Financial Group Inc | 1,137,984 | $59.46M | 4.1% | +1.6% | 26.161% | |
2/14/2025 | Two Sigma Securities LLC | 4,479 | $234K | 0.0% | N/A | 0.103% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,350 | $123K | 0.0% | +130.4% | 0.054% | |
2/14/2025 | Susquehanna International Group LLP | 73,484 | $3.84M | 0.0% | +1,467.2% | 1.689% | |
2/14/2025 | MML Investors Services LLC | 737,683 | $38.54M | 0.1% | +2,905.7% | 16.958% | |
2/13/2025 | NewEdge Advisors LLC | 53,293 | $2.79M | 0.0% | N/A | 1.225% | |
2/13/2025 | Regal Investment Advisors LLC | 8,888 | $464K | 0.0% | N/A | 0.204% | |
2/13/2025 | Mariner LLC | 166,487 | $8.70M | 0.0% | N/A | 3.827% | |
2/13/2025 | Ruggaard & Associates LLC | 226,738 | $11.85M | 5.2% | +1.1% | 5.212% | |
2/13/2025 | Envestnet Asset Management Inc. | 539,712 | $28.20M | 0.0% | +2,690.5% | 12.407% | |
2/13/2025 | Perennial Investment Advisors LLC | 9,506 | $497K | 0.1% | N/A | 0.219% | |
2/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 53,195 | $2.78M | 0.7% | +222.5% | 1.223% | |
2/12/2025 | Forge Financial Services LLC | 4,227 | $223K | 0.2% | N/A | 0.097% | |
2/12/2025 | Martin Worley Group | 66,105 | $3.45M | 2.2% | N/A | 1.520% | |
2/12/2025 | OLD Mission Capital LLC | 66,553 | $3.48M | 0.1% | N/A | 1.530% | |
2/12/2025 | StoneX Group Inc. | 263,542 | $13.82M | 0.9% | N/A | 6.058% | |
2/12/2025 | JPMorgan Chase & Co. | 148,288 | $7.75M | 0.0% | +14,828,700.0% | 3.409% | |
2/12/2025 | Tyler Stone Wealth Management | 93,177 | $4.87M | 0.9% | +3.7% | 2.142% | |
2/12/2025 | Mark Sheptoff Financial Planning LLC | 560 | $29K | 0.0% | +202.7% | 0.013% | |
2/11/2025 | LPL Financial LLC | 2,243,401 | $117.22M | 0.0% | +51.9% | 51.572% | |
2/10/2025 | Axxcess Wealth Management LLC | 41,605 | $2.17M | 0.1% | N/A | 0.956% | |
2/10/2025 | Parallel Advisors LLC | 102,907 | $5.38M | 0.1% | +1,569.8% | 2.366% | |
2/10/2025 | Gallacher Capital Management LLC | 92,305 | $4.82M | 2.4% | +10.4% | 2.122% | |
2/10/2025 | Harbour Investments Inc. | 2,743 | $143K | 0.0% | N/A | 0.063% | |
2/10/2025 | Centurion Wealth Management LLC | 195,852 | $10.23M | 3.2% | +72.4% | 4.502% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 3,926 | $205K | 0.0% | N/A | 0.090% | |
2/10/2025 | Commonwealth Equity Services LLC | 241,212 | $12.60M | 0.0% | +210.9% | 5.545% | |
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 |
2/10/2025 | IAG Wealth Partners LLC | 296,296 | $15.48M | 2.7% | +55,910.6% | 6.811% | |
2/7/2025 | HighTower Advisors LLC | 77,563 | $4.05M | 0.0% | +3.0% | 1.783% | |
2/7/2025 | Independent Advisor Alliance | 612,443 | $32M | 0.4% | N/A | 14.079% | |
2/7/2025 | Lifeworks Advisors LLC | 4,717 | $246K | 0.0% | N/A | 0.108% | |
2/7/2025 | Larson Financial Group LLC | 124,972 | $6.53M | 0.3% | +110.1% | 2.873% | |
2/7/2025 | Beam Wealth Advisors Inc. | 11,740 | $613K | 0.2% | N/A | 0.270% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 44,080 | $2.31M | 0.1% | +46.7% | 1.013% | |
2/7/2025 | Royal Harbor Partners LLC | 159,078 | $8.31M | 3.1% | -61.8% | 3.657% | |
2/6/2025 | LVZ Inc. | 846,946 | $44.25M | 5.7% | N/A | 19.470% | |
2/6/2025 | Triad Wealth Partners LLC | 6,880 | $359K | 0.1% | N/A | 0.158% | |