4/30/2025 | Leavell Investment Management Inc. | 3,829 | $245K | 0.0% | N/A | 0.028% | |
4/29/2025 | Richard Bernstein Advisors LLC | 2,030 | $130K | 0.0% | -54.9% | 0.015% | |
4/29/2025 | Envestnet Asset Management Inc. | 60,451 | $3.87M | 0.0% | -2.6% | 0.441% | |
4/28/2025 | Money Design Co. Ltd. | 74,683 | $4.78M | 0.2% | -5.2% | 0.545% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 7,940 | $504K | 0.0% | -38.2% | 0.058% | |
4/24/2025 | Intelligent Financial Strategies | 3,736 | $239K | 0.1% | -34.1% | 0.027% | |
4/23/2025 | Bessemer Group Inc. | 18,584 | $1.19M | 0.0% | -9.9% | 0.136% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,367 | $280K | 0.0% | +16.2% | 0.032% | |
4/22/2025 | Ellis Investment Partners LLC | 3,913 | $251K | 0.1% | -9.7% | 0.029% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,731 | $303K | 0.0% | +13.9% | 0.035% | |
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4/16/2025 | Patriot Investment Management Group Inc. | 14,754 | $945K | 0.1% | -1.2% | 0.108% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 17,570 | $1.13M | 0.1% | -8.5% | 0.128% | |
4/15/2025 | Central Valley Advisors LLC | 3,307 | $212K | 0.1% | N/A | 0.024% | |
4/14/2025 | SOA Wealth Advisors LLC. | 7,306 | $468K | 0.1% | -2.9% | 0.053% | |
4/8/2025 | Parallel Advisors LLC | 415 | $27K | 0.0% | N/A | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 15,005 | $905K | 0.0% | -49.3% | 0.105% | |
2/17/2025 | Cetera Investment Advisers | 6,902 | $416K | 0.0% | -11.9% | 0.048% | |
2/17/2025 | Citadel Advisors LLC | 69,698 | $4.20M | 0.0% | N/A | 0.489% | |
2/17/2025 | Bank of America Corp DE | 54,986 | $3.32M | 0.0% | -10.8% | 0.386% | |
2/17/2025 | BNP Paribas Financial Markets | 33,048 | $1.99M | 0.0% | -32.4% | 0.232% | |
2/17/2025 | Ameriprise Financial Inc. | 48,988 | $2.95M | 0.0% | -0.4% | 0.344% | |
2/14/2025 | Jane Street Group LLC | 8,028 | $484K | 0.0% | -82.0% | 0.056% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,935 | $237K | 0.0% | +8.1% | 0.028% | |
2/14/2025 | Susquehanna International Group LLP | 46,881 | $2.83M | 0.0% | -22.5% | 0.329% | |
2/14/2025 | TD Waterhouse Canada Inc. | 800 | $48K | 0.0% | N/A | 0.006% | |
2/13/2025 | Bessemer Group Inc. | 20,619 | $1.24M | 0.0% | +11.0% | 0.145% | |
2/13/2025 | Raymond James Financial Inc. | 41,658 | $2.51M | 0.0% | N/A | 0.292% | |
2/13/2025 | Peapack Gladstone Financial Corp | 3,925 | $237K | 0.0% | -15.1% | 0.028% | |
2/13/2025 | Envestnet Asset Management Inc. | 62,035 | $3.74M | 0.0% | -6.4% | 0.435% | |
2/13/2025 | Wells Fargo & Company MN | 61,052 | $3.68M | 0.0% | -7.1% | 0.428% | |
2/12/2025 | National Bank of Canada FI | 21,404 | $1.29M | 0.0% | +10.3% | 0.150% | |
2/12/2025 | JPMorgan Chase & Co. | 3,466 | $209K | 0.0% | -15.5% | 0.024% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 16,254 | $980K | 0.0% | +1.4% | 0.114% | |
2/11/2025 | LPL Financial LLC | 85,456 | $5.15M | 0.0% | -5.5% | 0.600% | |
2/10/2025 | Commonwealth Equity Services LLC | 34,964 | $2.11M | 0.0% | +1.0% | 0.245% | |
2/7/2025 | HighTower Advisors LLC | 7,391 | $446K | 0.0% | +4.6% | 0.052% | |
2/7/2025 | Independent Advisor Alliance | 25,386 | $1.53M | 0.0% | N/A | 0.178% | |
2/7/2025 | Kendall Capital Management | 3,339 | $201K | 0.1% | N/A | 0.023% | |
2/6/2025 | Raymond James Financial Inc. | 41,658 | $2.51M | 0.0% | N/A | 0.292% | |
2/6/2025 | SBI Securities Co. Ltd. | 5,740 | $346K | 0.0% | N/A | 0.040% | |
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 | Jones Financial Companies Lllp | 4,404 | $266K | 0.0% | +36.2% | 0.031% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 425 | $26K | 0.0% | N/A | 0.003% | |
2/5/2025 | Fisher Asset Management LLC | 2,816,737 | $169.82M | 0.1% | +10.6% | 19.767% | |
2/4/2025 | IFP Advisors Inc | 2,487 | $150K | 0.0% | +1,000.4% | 0.017% | |
2/3/2025 | Morningstar Investment Management LLC | 256,859 | $15.49M | 1.2% | +45.6% | 1.803% | |
2/3/2025 | Private Advisor Group LLC | 4,384 | $264K | 0.0% | -5.8% | 0.031% | |
1/31/2025 | Truist Financial Corp | 53,493 | $3.23M | 0.0% | +6.8% | 0.375% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 28,855 | $1.74M | 0.1% | +2.7% | 0.202% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 12,840 | $772K | 0.0% | -4.4% | 0.090% | |
1/23/2025 | McKinley Carter Wealth Services Inc. | 19,210 | $1.16M | 0.1% | -9.3% | 0.135% | |
1/23/2025 | Money Design Co. Ltd. | 78,778 | $4.74M | 0.2% | -7.5% | 0.553% | |
1/23/2025 | Fulton Breakefield Broenniman LLC | 7,680 | $463K | 0.0% | N/A | 0.054% | |
1/22/2025 | Slow Capital Inc. | 27,850 | $1.68M | 0.2% | -2.0% | 0.195% | |
1/21/2025 | CX Institutional | 12,323 | $743K | 0.0% | N/A | 0.086% | |
1/17/2025 | Avior Wealth Management LLC | 464 | $28K | 0.0% | N/A | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 3,544 | $214K | 0.0% | +6.7% | 0.025% | |
1/15/2025 | Financial & Tax Architects LLC | 7,488 | $451K | 0.1% | +49.1% | 0.053% | |
12/26/2024 | JPMorgan Chase & Co. | 4,100 | $270K | 0.0% | +153.1% | 0.029% | |
11/15/2024 | MML Investors Services LLC | 4,369 | $287K | 0.0% | -49.4% | 0.031% | |
11/15/2024 | Jane Street Group LLC | 44,519 | $2.93M | 0.0% | -44.8% | 0.312% | |
11/15/2024 | Integrated Wealth Concepts LLC | 3,641 | $239K | 0.0% | -10.5% | 0.026% | |
11/15/2024 | HighTower Advisors LLC | 7,065 | $471K | 0.0% | +4.0% | 0.050% | |
11/14/2024 | Flow Traders U.S. LLC | 28,311 | $1.86M | 0.1% | +17.6% | 0.199% | |
11/13/2024 | BNP Paribas Financial Markets | 48,890 | $3.22M | 0.0% | +43.5% | 0.343% | |
11/13/2024 | FMR LLC | 3,600 | $237K | 0.0% | -18.3% | 0.025% | |
11/13/2024 | Fisher Asset Management LLC | 2,546,939 | $167.46M | 0.1% | +13.2% | 17.873% | |
11/12/2024 | MGB Wealth Management LLC | 19,208 | $1.26M | 0.5% | -4.9% | 0.135% | |
11/5/2024 | GSA Capital Partners LLP | 3,332 | $219K | 0.0% | N/A | 0.023% | |
10/30/2024 | Madden Advisory Services Inc. | 3,168 | $208K | 0.1% | N/A | 0.022% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 28,107 | $1.85M | 0.1% | -4.1% | 0.197% | |
10/25/2024 | Evermay Wealth Management LLC | 24,221 | $1.59M | 0.3% | -8.4% | 0.170% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,155 | $273K | 0.0% | -6.7% | 0.029% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 13,430 | $885K | 0.0% | N/A | 0.094% | |
10/22/2024 | International Assets Investment Management LLC | 10,520 | $692K | 0.0% | +6,475.0% | 0.074% | |
10/22/2024 | Private Advisor Group LLC | 4,654 | $306K | 0.0% | +6.0% | 0.033% | |
10/18/2024 | Slow Capital Inc. | 28,408 | $1.87M | 0.3% | +1.6% | 0.199% | |
10/18/2024 | Blue Trust Inc. | 1,000 | $60K | 0.0% | +146.9% | 0.007% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 21,180 | $1.39M | 0.1% | -10.6% | 0.149% | |
10/11/2024 | Creative Planning | 62,897 | $4.14M | 0.0% | -5.2% | 0.441% | |
10/11/2024 | Patriot Investment Management Group Inc. | 14,931 | $982K | 0.1% | -1.7% | 0.105% | |
10/9/2024 | Money Design Co. Ltd. | 85,197 | $5.60M | 0.3% | -8.9% | 0.598% | |
10/8/2024 | Axiom Advisory LLC | 29,504 | $1.87M | 0.0% | -20.8% | 0.207% | |
9/5/2024 | Sanctuary Advisors LLC | 32,585 | $1.96M | 0.0% | N/A | 0.229% | |
8/22/2024 | Cetera Investment Advisers | 19,631 | $1.18M | 0.0% | -3.3% | 0.138% | |
8/21/2024 | Truist Financial Corp | 44,929 | $2.70M | 0.0% | +18.1% | 0.315% | |
8/16/2024 | Front Row Advisors LLC | 2,383 | $143K | 0.0% | -14.8% | 0.017% | |
8/16/2024 | Creative Planning | 66,353 | $3.99M | 0.0% | -3.1% | 0.466% | |
8/16/2024 | Susquehanna International Group LLP | 90,860 | $5.46M | 0.0% | -8.1% | 0.638% | |
8/14/2024 | Bank of Montreal Can | 29,400 | $1.82M | 0.0% | +3,575.0% | 0.206% | |
8/8/2024 | Envestnet Asset Management Inc. | 170,982 | $10.28M | 0.0% | +3.4% | 1.200% | |
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 |
8/8/2024 | Morningstar Investment Management LLC | 176,434 | $10.61M | 1.1% | +5.0% | 1.238% | |
8/6/2024 | Ellis Investment Partners LLC | 4,483 | $269K | 0.1% | -3.6% | 0.031% | |
8/2/2024 | Founders Financial Securities LLC | 3,927 | $236K | 0.0% | N/A | 0.028% | |
8/2/2024 | Evermay Wealth Management LLC | 26,433 | $1.59M | 0.3% | -1.9% | 0.185% | |
7/31/2024 | Aptus Capital Advisors LLC | 664 | $40K | 0.0% | -28.4% | 0.005% | |
7/31/2024 | Commonwealth Equity Services LLC | 37,787 | $2.27M | 0.0% | -4.3% | 0.265% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 15,975 | $960K | 0.0% | N/A | 0.112% | |
7/26/2024 | Bank of New York Mellon Corp | 11,768 | $707K | 0.0% | +3.8% | 0.083% | |
7/24/2024 | Family Firm Inc. | 1,300 | $78K | 0.0% | N/A | 0.009% | |
7/24/2024 | Slow Capital Inc. | 27,954 | $1.68M | 0.3% | -0.7% | 0.196% | |