5/2/2025 | Litman Gregory Wealth Management LLC | 9,375 | $418K | 0.0% | N/A | 0.032% | |
5/2/2025 | Stack Financial Management Inc | 1,248,568 | $55.64M | 4.6% | N/A | 4.212% | |
5/1/2025 | CWM LLC | 23,030 | $1.03M | 0.0% | +4,884.8% | 0.078% | |
4/30/2025 | Axxcess Wealth Management LLC | 199,101 | $8.87M | 0.2% | +2.1% | 0.672% | |
4/30/2025 | M&T Bank Corp | 8,860 | $395K | 0.0% | N/A | 0.030% | |
4/30/2025 | Stratos Wealth Advisors LLC | 379,232 | $16.90M | 0.9% | +93.2% | 1.279% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 36,175 | $1.61M | 0.0% | -36.7% | 0.122% | |
4/29/2025 | Discipline Wealth Solutions LLC | 18,123 | $808K | 0.4% | -10.8% | 0.061% | |
4/28/2025 | North Capital Inc. | 3,688 | $164K | 0.2% | N/A | 0.012% | |
4/28/2025 | Summit Trail Advisors LLC | 44,700 | $1.99M | 0.1% | N/A | 0.151% | |
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4/28/2025 | Clear Creek Financial Management LLC | 59,243 | $2.64M | 0.3% | +0.7% | 0.200% | |
4/25/2025 | Verity Asset Management Inc. | 51,256 | $2.28M | 0.9% | -2.4% | 0.173% | |
4/25/2025 | Little House Capital LLC | 15,512 | $691K | 0.2% | N/A | 0.052% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 18,500 | $829K | 0.0% | +64.4% | 0.062% | |
4/23/2025 | Golden State Wealth Management LLC | 1,478 | $66K | 0.0% | +100.0% | 0.005% | |
4/23/2025 | Global Assets Advisory LLC | 4,864 | $219K | 0.0% | N/A | 0.016% | |
4/23/2025 | Consolidated Portfolio Review Corp | 8,865 | $395K | 0.1% | N/A | 0.030% | |
4/23/2025 | Oppenheimer & Co. Inc. | 28,968 | $1.29M | 0.0% | +18.1% | 0.098% | |
4/22/2025 | Ridgecrest Wealth Partners LLC | 7,250 | $323K | 0.2% | +34.3% | 0.024% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,203 | $1.44M | 0.0% | +11.7% | 0.109% | |
4/21/2025 | Stableford Capital II LLC | 181,794 | $8.50M | 3.5% | +147.6% | 0.613% | |
4/21/2025 | HCR Wealth Advisors | 5,212 | $232K | 0.0% | -22.3% | 0.018% | |
4/17/2025 | Kaydan Wealth Management Inc. | 152,228 | $6.78M | 2.2% | N/A | 0.514% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 43,162 | $1.92M | 0.0% | +63.6% | 0.162% | |
4/15/2025 | Integrated Advisors Network LLC | 16,286 | $726K | 0.0% | N/A | 0.061% | |
4/14/2025 | One Plus One Wealth Management LLC | 80,568 | $3.59M | 2.0% | -23.7% | 0.302% | |
4/11/2025 | First National Corp MA ADV | 413,339 | $18.42M | 4.1% | -16.2% | 1.550% | |
4/11/2025 | A. D. Beadell Investment Counsel Inc. | 5,500 | $245K | 0.2% | N/A | 0.021% | |
4/11/2025 | Intellectus Partners LLC | 4,972 | $222K | 0.1% | N/A | 0.019% | |
4/10/2025 | CPR Investments Inc. | 189,130 | $8.43M | 7.5% | +9.0% | 0.709% | |
4/9/2025 | Graves Light Lenhart Wealth Inc. | 17,162 | $765K | 0.1% | N/A | 0.064% | |
4/9/2025 | Mirador Capital Partners LP | 371,316 | $16.55M | 2.9% | +85.8% | 1.393% | |
4/7/2025 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,200 | $232K | 0.1% | -42.5% | 0.020% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,381 | $1.12M | 0.0% | N/A | 0.107% | |
2/26/2025 | Discipline Wealth Solutions LLC | 20,310 | $861K | 0.4% | -70.3% | 0.089% | |
2/26/2025 | Virtue Capital Management LLC | 34,884 | $1.48M | 0.3% | -69.2% | 0.152% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 75,771 | $3.21M | 0.1% | -78.6% | 0.330% | |
2/21/2025 | PVG Asset Management Corp | 24,859 | $1.05M | 5.0% | N/A | 0.032% | |
2/18/2025 | GTS Securities LLC | 13,066 | $554K | 0.0% | -93.2% | 0.017% | |
2/17/2025 | Squarepoint Ops LLC | 56,634 | $2.40M | 0.0% | N/A | 0.073% | |
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 |
2/17/2025 | Tidal Investments LLC | 145,869 | $6.18M | 0.0% | -43.1% | 0.187% | |
2/17/2025 | Focus Partners Wealth | 387,177 | $16.41M | 0.0% | -73.1% | 0.496% | |
2/17/2025 | Cresset Asset Management LLC | 50,000 | $2.12M | 0.0% | N/A | 0.064% | |
2/17/2025 | BNP Paribas Financial Markets | 52,010 | $2.20M | 0.0% | N/A | 0.067% | |
2/17/2025 | Ancora Advisors LLC | 4,375 | $185K | 0.0% | +29.6% | 0.006% | |
2/14/2025 | Comerica Bank | 8,163 | $346K | 0.0% | -77.9% | 0.010% | |
2/14/2025 | Beacon Pointe Advisors LLC | 72,486 | $3.07M | 0.0% | N/A | 0.093% | |
2/14/2025 | Two Sigma Securities LLC | 15,560 | $659K | 0.1% | -96.5% | 0.020% | |
2/14/2025 | MGO One Seven LLC | 8,989 | $381K | 0.0% | -81.8% | 0.012% | |
2/14/2025 | Hsbc Holdings PLC | 45,000 | $1.91M | 0.0% | -75.0% | 0.058% | |
2/14/2025 | J. Safra Sarasin Holding AG | 31,084 | $1.32M | 0.0% | -12.4% | 0.040% | |
2/14/2025 | Tower Research Capital LLC TRC | 52,991 | $2.25M | 0.0% | +64.6% | 0.068% | |
2/14/2025 | Transce3nd LLC | 9,932 | $421K | 0.1% | N/A | 0.013% | |
2/13/2025 | Farringdon Capital Ltd. | 9,443 | $400K | 0.2% | N/A | 0.012% | |
2/13/2025 | NewEdge Advisors LLC | 18,072 | $766K | 0.0% | +320.9% | 0.023% | |
2/13/2025 | Elkhorn Partners Limited Partnership | 7,800 | $331K | 0.2% | -79.3% | 0.010% | |
2/13/2025 | XTX Topco Ltd | 11,244 | $477K | 0.0% | N/A | 0.014% | |
2/13/2025 | CreativeOne Wealth LLC | 11,248 | $477K | 0.0% | N/A | 0.014% | |
2/13/2025 | Townsquare Capital LLC | 7,756 | $329K | 0.0% | N/A | 0.010% | |
2/13/2025 | Bank of Montreal Can | 604 | $26K | 0.0% | -97.3% | 0.001% | |
2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 12,000 | $509K | 0.0% | -75.0% | 0.015% | |
2/13/2025 | Sepio Capital LP | 7,000 | $297K | 0.0% | -75.0% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,016 | $594K | 0.0% | -95.3% | 0.018% | |
2/13/2025 | Wedbush Securities Inc. | 37,325 | $1.58M | 0.1% | N/A | 0.048% | |
2/12/2025 | Arete Wealth Advisors LLC | 225,517 | $9.56M | 0.7% | -75.5% | 0.289% | |
2/12/2025 | Headlands Technologies LLC | 44,953 | $1.91M | 0.2% | +239.8% | 0.058% | |
2/12/2025 | Brown Brothers Harriman & Co. | 7,500 | $318K | 0.0% | -75.0% | 0.010% | |
2/12/2025 | Blair William & Co. IL | 1,485 | $63K | 0.0% | -74.8% | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 1,837 | $78K | 0.0% | N/A | 0.002% | |
2/11/2025 | LPL Financial LLC | 131,955 | $5.59M | 0.0% | -83.9% | 0.169% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 2,500 | $106K | 0.0% | -75.0% | 0.003% | |
2/11/2025 | Fox Hill Wealth Management | 9,050 | $384K | 0.2% | -76.7% | 0.012% | |
2/10/2025 | Axxcess Wealth Management LLC | 194,921 | $8.26M | 0.2% | -73.0% | 0.250% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 5,581 | $237K | 0.0% | -75.1% | 0.007% | |
2/7/2025 | Saybrook Capital NC | 6,500 | $275K | 0.1% | -81.2% | 0.008% | |
2/7/2025 | PNC Financial Services Group Inc. | 4,665 | $198K | 0.0% | -75.0% | 0.006% | |
2/7/2025 | Aviance Capital Partners LLC | 6,625 | $281K | 0.0% | -95.4% | 0.008% | |
2/5/2025 | Capital Wealth Planning LLC | 103,611 | $4.39M | 0.0% | -74.2% | 0.133% | |
2/5/2025 | Wakefield Asset Management LLLP | 208,043 | $8.82M | 3.0% | +63.8% | 0.267% | |
2/5/2025 | Oppenheimer & Co. Inc. | 24,531 | $1.04M | 0.0% | -87.3% | 0.031% | |
2/5/2025 | Kovack Advisors Inc. | 10,796 | $458K | 0.0% | -87.5% | 0.014% | |
2/3/2025 | Oxbow Advisors LLC | 7,047 | $299K | 0.0% | -75.0% | 0.009% | |
2/3/2025 | Arcadia Investment Management Corp MI | 2,187 | $93K | 0.0% | -97.5% | 0.003% | |
2/3/2025 | Laidlaw Wealth Management LLC | 57,175 | $2.42M | 1.1% | -43.5% | 0.073% | |
1/31/2025 | Advanced Asset Management Advisors Inc | 8,500 | $360K | 0.1% | -75.0% | 0.011% | |
1/31/2025 | Nicholas Hoffman & Company LLC. | 16,722 | $709K | 0.0% | -75.0% | 0.021% | |
1/30/2025 | Aveo Capital Partners LLC | 9,326 | $395K | 0.0% | -93.4% | 0.012% | |
1/29/2025 | One Plus One Wealth Management LLC | 105,547 | $4.47M | 2.6% | +5.4% | 0.135% | |
1/29/2025 | First National Corp MA ADV | 493,255 | $20.90M | 4.7% | -68.4% | 0.632% | |
1/28/2025 | Golden State Wealth Management LLC | 739 | $31K | 0.0% | N/A | 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 |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 11,250 | $469K | 0.0% | -83.9% | 0.014% | |
1/27/2025 | Stratos Wealth Advisors LLC | 196,294 | $8.32M | 0.4% | N/A | 0.252% | |
1/27/2025 | Verity Asset Management Inc. | 52,525 | $2.23M | 1.2% | N/A | 0.067% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 57,175 | $2.42M | 0.1% | N/A | 0.073% | |
1/24/2025 | Stableford Capital II LLC | 73,425 | $3.11M | 1.2% | N/A | 0.094% | |
1/24/2025 | Clear Creek Financial Management LLC | 58,810 | $2.49M | 0.3% | -75.5% | 0.075% | |
1/22/2025 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,040 | $383K | 0.1% | -65.6% | 0.012% | |
1/22/2025 | Foundations Investment Advisors LLC | 5,175 | $219K | 0.0% | -78.0% | 0.007% | |
1/22/2025 | Ridgecrest Wealth Partners LLC | 5,400 | $229K | 0.1% | N/A | 0.007% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 9,607 | $407K | 0.0% | N/A | 0.012% | |