| 5/2/2025 | Carson Advisory Inc. | 11,300 | $899K | 0.6% | -1.7% | 0.217% | |
| 5/1/2025 | Ballentine Partners LLC | 233,761 | $18.59M | 0.3% | +9.2% | 4.495% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 2,565 | $204K | 0.0% | N/A | 0.049% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 130,681 | $10.39M | 0.0% | -0.1% | 2.513% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 24,661 | $1.96M | 0.5% | -7.3% | 0.474% | |
| 4/28/2025 | Money Design Co. Ltd. | 32,062 | $2.55M | 0.1% | -3.9% | 0.617% | |
| 4/28/2025 | Rossby Financial LCC | 1,202 | $94K | 0.0% | N/A | 0.023% | |
| 4/25/2025 | Valley National Advisers Inc. | 10,404 | $827K | 0.1% | +7.9% | 0.200% | |
| 4/25/2025 | Albion Financial Group UT | 104,247 | $8.29M | 0.6% | +7.8% | 2.005% | |
| 4/23/2025 | White Pine Investment CO | 110,899 | $8.82M | 2.4% | +1.9% | 2.133% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 78,393 | $6.23M | 0.0% | +3.2% | 1.508% | |
| 4/22/2025 | Sage Financial Group Inc. | 41,981 | $3.34M | 0.3% | +2.3% | 0.807% | |
| 4/22/2025 | Appleton Partners Inc. MA | 4,988 | $397K | 0.0% | -12.5% | 0.096% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 62,129 | $4.94M | 0.0% | -4.2% | 1.195% | |
| 4/15/2025 | Ulland Investment Advisors LLC | 5,720 | $455K | 0.4% | -59.8% | 0.110% | |
| 4/15/2025 | Gibson Capital LLC | 6,156 | $490K | 0.1% | N/A | 0.118% | |
| 4/9/2025 | Gradient Investments LLC | 29,845 | $2.37M | 0.0% | -5.3% | 0.571% | |
| 2/18/2025 | Headinvest LLC | 12,509 | $1.04M | 0.2% | N/A | 0.272% | |
| 2/18/2025 | Novem Group | 6,079 | $505K | 0.1% | N/A | 0.132% | |
| 2/17/2025 | Cetera Investment Advisers | 22,526 | $1.87M | 0.0% | +5.2% | 0.490% | |
| 2/17/2025 | Citadel Advisors LLC | 10,620 | $883K | 0.0% | N/A | 0.231% | |
| 2/17/2025 | Bank of America Corp DE | 80,244 | $6.67M | 0.0% | -2.4% | 1.744% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,788 | $481K | 0.0% | +3.9% | 0.126% | |
| 2/14/2025 | Jane Street Group LLC | 13,975 | $1.16M | 0.0% | +175.7% | 0.304% | |
| 2/14/2025 | Betterment LLC | 142,776 | $11.87M | 0.0% | N/A | 3.104% | |
| 2/14/2025 | Arkos Global Advisors | 4,309 | $358K | 0.1% | -8.7% | 0.094% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,700 | $890K | 0.0% | -6.1% | 0.233% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,625 | $883K | 0.0% | N/A | 0.231% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 130,874 | $10.88M | 0.0% | -8.1% | 2.845% | |
| 2/13/2025 | Wells Fargo & Company MN | 21,390 | $1.78M | 0.0% | -13.6% | 0.465% | |
| 2/12/2025 | Milestone Investment Advisors LLC | 26,594 | $2.21M | 0.6% | +1.6% | 0.578% | |
| 2/12/2025 | Nottingham Advisors Inc. | 8,579 | $713K | 0.1% | -19.7% | 0.187% | |
| 2/12/2025 | OneAscent Financial Services LLC | 3,750 | $312K | 0.0% | N/A | 0.082% | |
| 2/12/2025 | Franklin Resources Inc. | 10,120 | $841K | 0.0% | +14.2% | 0.220% | |
| 2/12/2025 | JPMorgan Chase & Co. | 225,345 | $18.73M | 0.0% | -8.8% | 4.899% | |
| 2/11/2025 | LPL Financial LLC | 12,678 | $1.05M | 0.0% | +28.9% | 0.276% | |
| 2/11/2025 | North Forty Two & Co. | 11,825 | $983K | 1.1% | N/A | 0.257% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 34,981 | $2.91M | 0.0% | N/A | 0.760% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 64,871 | $5.39M | 0.0% | -4.6% | 1.410% | |
| 2/7/2025 | HighTower Advisors LLC | 61,461 | $5.11M | 0.0% | -3.7% | 1.336% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 2/6/2025 | Raymond James Financial Inc. | 10,625 | $883K | 0.0% | N/A | 0.231% | |
| 2/6/2025 | Sonoma Private Wealth LLC | 10,524 | $875K | 1.4% | -5.6% | 0.229% | |
| 2/5/2025 | Sincerus Advisory LLC | 12,687 | $1.06M | 1.1% | N/A | 0.276% | |
| 2/4/2025 | IFP Advisors Inc | 2,150 | $179K | 0.0% | -8.7% | 0.047% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 34,436 | $2.86M | 0.0% | -5.7% | 0.749% | |
| 1/30/2025 | Principal Securities Inc. | 22,662 | $1.88M | 0.0% | +9.8% | 0.493% | |
| 1/29/2025 | Leavell Investment Management Inc. | 117,538 | $9.77M | 0.5% | -3.6% | 2.555% | |
| 1/24/2025 | Richardson Financial Services Inc. | 860 | $71K | 0.0% | -50.7% | 0.019% | |
| 1/23/2025 | Money Design Co. Ltd. | 33,351 | $2.79M | 0.1% | -20.4% | 0.725% | |
| 1/21/2025 | Gradient Investments LLC | 31,504 | $2.62M | 0.1% | +1.7% | 0.685% | |
| 1/17/2025 | Mutual Advisors LLC | 3,228 | $272K | 0.0% | -25.5% | 0.070% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 2,839 | $236K | 0.0% | -12.1% | 0.062% | |
| 1/17/2025 | Albion Financial Group UT | 96,715 | $8.04M | 0.6% | +18.5% | 2.103% | |
| 1/17/2025 | White Pine Investment CO | 108,802 | $9.05M | 2.4% | +3.1% | 2.365% | |
| 1/16/2025 | Ballentine Partners LLC | 213,969 | $17.79M | 0.3% | +3.4% | 4.652% | |
| 11/27/2024 | Franklin Resources Inc. | 8,860 | $740K | 0.0% | +34.2% | 0.193% | |
| 11/15/2024 | Jane Street Group LLC | 5,069 | $415K | 0.0% | -69.5% | 0.110% | |
| 11/12/2024 | Citigroup Inc. | 123,069 | $10.08M | 0.0% | +5.1% | 2.675% | |
| 11/8/2024 | Equita Financial Network Inc. | 2,687 | $220K | 0.1% | -6.8% | 0.058% | |
| 11/1/2024 | Equitable Trust Co. | 4,774 | $391K | 0.0% | -12.1% | 0.104% | |
| 11/1/2024 | Leavell Investment Management Inc. | 121,934 | $9.99M | 0.5% | -3.7% | 2.651% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 26,177 | $2.14M | 0.6% | +0.9% | 0.569% | |
| 10/29/2024 | White Pine Investment CO | 105,557 | $8.65M | 2.4% | +1.3% | 2.295% | |
| 10/29/2024 | Sage Financial Group Inc. | 41,110 | $3.37M | 0.3% | +2.0% | 0.894% | |
| 10/24/2024 | Richardson Financial Services Inc. | 1,746 | $140K | 0.1% | +99.5% | 0.038% | |
| 10/24/2024 | Valley National Advisers Inc. | 9,542 | $781K | 0.1% | -18.8% | 0.207% | |
| 10/23/2024 | Ballentine Partners LLC | 207,030 | $16.96M | 0.3% | +1.0% | 4.501% | |
| 10/17/2024 | Sonoma Private Wealth LLC | 11,143 | $913K | 1.4% | -2.0% | 0.242% | |
| 10/16/2024 | Nottingham Advisors Inc. | 10,679 | $875K | 0.1% | -3.2% | 0.232% | |
| 10/11/2024 | Creative Planning | 85,071 | $6.97M | 0.0% | -0.5% | 1.849% | |
| 10/11/2024 | Paladin Wealth LLC | 506 | $41K | 0.0% | N/A | 0.011% | |
| 10/9/2024 | Albion Financial Group UT | 81,628 | $6.69M | 0.5% | +0.5% | 1.775% | |
| 10/9/2024 | Money Design Co. Ltd. | 41,872 | $3.43M | 0.2% | -10.0% | 0.910% | |
| 9/30/2024 | Mattson Financial Services LLC | 352 | $28K | 0.0% | N/A | 0.008% | |
| 8/30/2024 | Brown Financial Advisors | 1,294 | $101K | 0.0% | N/A | 0.028% | |
| 8/22/2024 | Cetera Investment Advisers | 20,348 | $1.59M | 0.0% | +3.8% | 0.442% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,934 | $1.48M | 0.0% | -3.6% | 0.412% | |
| 8/16/2024 | Creative Planning | 85,496 | $6.68M | 0.0% | -0.7% | 1.859% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 157,625 | $12.32M | 0.0% | -1.5% | 3.427% | |
| 8/7/2024 | Carson Advisory Inc. | 11,500 | $898K | 0.6% | -2.5% | 0.250% | |
| 8/6/2024 | Ballentine Partners LLC | 204,910 | $16.01M | 0.3% | +6.6% | 4.455% | |
| 8/3/2024 | Nottingham Advisors Inc. | 11,037 | $862K | 0.1% | -3.0% | 0.240% | |
| 8/2/2024 | Sage Financial Group Inc. | 40,291 | $3.15M | 0.3% | +5.7% | 0.876% | |
| 7/31/2024 | Equita Financial Network Inc. | 2,882 | $225K | 0.1% | -39.1% | 0.063% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 71,045 | $5.55M | 0.0% | +16.4% | 1.544% | |
| 7/24/2024 | White Pine Investment CO | 104,172 | $8.14M | 2.4% | +2.7% | 2.265% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 37,580 | $2.94M | 0.0% | +7.1% | 0.817% | |
| 7/18/2024 | Gradient Investments LLC | 31,420 | $2.46M | 0.1% | +0.9% | 0.683% | |
| 7/17/2024 | Leavell Investment Management Inc. | 126,643 | $9.90M | 0.5% | +4.5% | 2.753% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 67,901 | $5.31M | 0.0% | +10.4% | 1.476% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 7/10/2024 | Albion Financial Group UT | 81,258 | $6.35M | 0.5% | +2.5% | 1.766% | |
| 7/8/2024 | Beach Investment Counsel Inc. PA | 2,800 | $219K | 0.0% | -17.6% | 0.061% | |
| 7/2/2024 | Appleton Partners Inc. MA | 5,608 | $438K | 0.0% | -7.2% | 0.122% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 11,493 | $863K | 0.2% | N/A | 0.250% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 7,270 | $546K | 0.0% | -2.0% | 0.158% | |
| 5/9/2024 | SageView Advisory Group LLC | 6,994 | $509K | 0.0% | N/A | 0.152% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 61,520 | $4.62M | 0.0% | -5.6% | 1.337% | |
| 5/4/2024 | Richardson Financial Services Inc. | 894 | $67K | 0.0% | N/A | 0.019% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,900 | $218K | 0.0% | -23.7% | 0.063% | |
| 4/27/2024 | White Pine Investment CO | 101,420 | $7.61M | 2.2% | +0.4% | 2.205% | |
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