| 5/2/2025 | Retirement Planning Co of New England Inc. | 4,894 | $585K | 0.2% | +78.9% | 0.005% | |
| 5/2/2025 | Hardy Reed LLC | 6,170 | $737K | 0.1% | -2.3% | 0.006% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 2,718 | $325K | 0.0% | +53.3% | 0.003% | |
| 5/2/2025 | Bailard Inc. | 8,811 | $1.05M | 0.0% | -4.7% | 0.009% | |
| 5/2/2025 | Woodward Diversified Capital LLC | 5,464 | $653K | 0.5% | +5.5% | 0.006% | |
| 5/2/2025 | Theory Financial LLC | 172,028 | $20.55M | 8.7% | +24.9% | 0.176% | |
| 5/2/2025 | LMG Wealth Partners LLC | 40,866 | $4.88M | 1.1% | +1.4% | 0.042% | |
| 5/2/2025 | Richmond Brothers Inc. | 68,534 | $8.19M | 5.2% | +2.2% | 0.070% | |
| 5/2/2025 | Wealthfront Advisers LLC | 9,562 | $1.14M | 0.0% | -13.3% | 0.010% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,698 | $203K | 0.0% | +7.2% | 0.002% | |
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| 5/2/2025 | ESG Planning DBA Harper Investing | 27,768 | $3.32M | 2.2% | +29.4% | 0.028% | |
| 5/2/2025 | Dakota Wealth Management | 3,151 | $376K | 0.0% | +14.4% | 0.003% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 4,644 | $555K | 0.0% | -2.7% | 0.005% | |
| 5/2/2025 | Sigma Planning Corp | 6,563 | $784K | 0.0% | +11.9% | 0.007% | |
| 5/1/2025 | Florida Financial Advisors LLC | 4,167 | $496K | 0.2% | +113.0% | 0.004% | |
| 5/1/2025 | Oldfather Financial Services LLC | 1,962 | $234K | 0.1% | N/A | 0.002% | |
| 5/1/2025 | CWM LLC | 3,573 | $427K | 0.0% | +18.2% | 0.004% | |
| 5/1/2025 | Stephens Inc. AR | 5,005 | $598K | 0.0% | -2.9% | 0.005% | |
| 5/1/2025 | Focused Wealth Management Inc | 3,337 | $399K | 0.1% | -11.7% | 0.003% | |
| 5/1/2025 | Stillwater Wealth Management Group | 3,175 | $379K | 0.3% | -3.8% | 0.003% | |
| 5/1/2025 | Fulcrum Equity Management | 7,893 | $943K | 1.0% | N/A | 0.008% | |
| 5/1/2025 | Exchange Capital Management Inc. | 100,086 | $11.96M | 1.9% | +2.2% | 0.102% | |
| 5/1/2025 | Fifth Third Securities Inc. | 17,096 | $2.04M | 0.2% | -23.8% | 0.017% | |
| 4/30/2025 | Cerity Partners LLC | 20,977 | $2.51M | 0.0% | +4.3% | 0.021% | |
| 4/30/2025 | Phillips Financial Management LLC | 403 | $48K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Allworth Financial LP | 26,645 | $3.08M | 0.0% | -0.6% | 0.027% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 6,548 | $782K | 0.0% | +249.0% | 0.007% | |
| 4/30/2025 | Optimum Investment Advisors | 335 | $40K | 0.0% | +235.0% | 0.000% | |
| 4/30/2025 | Trek Financial LLC | 34,730 | $4.15M | 0.3% | -24.1% | 0.035% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,452 | $532K | 0.0% | -25.6% | 0.005% | |
| 4/30/2025 | M&T Bank Corp | 353,901 | $42.28M | 0.2% | -2.3% | 0.361% | |
| 4/30/2025 | Brown Advisory Inc. | 6,124 | $732K | 0.0% | +4.3% | 0.006% | |
| 4/30/2025 | Sharper & Granite LLC | 13,026 | $1.56M | 0.6% | +8.8% | 0.013% | |
| 4/30/2025 | Harbour Investment Management LLC | 18,588 | $2.22M | 1.0% | -1.0% | 0.019% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 50,190 | $6.00M | 1.3% | N/A | 0.051% | |
| 4/29/2025 | Financial Counselors Inc. | 1,974 | $236K | 0.0% | -6.8% | 0.002% | |
| 4/29/2025 | Callan Capital LLC | 70,163 | $8.38M | 0.6% | -1.5% | 0.072% | |
| 4/29/2025 | TD Private Client Wealth LLC | 3,082 | $368K | 0.0% | +6.9% | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,038,465 | $124.07M | 0.0% | +1.2% | 1.060% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 16,611 | $1.98M | 0.9% | -4.7% | 0.017% | |
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 | Ifrah Financial Services Inc. | 5,659 | $676K | 0.2% | -3.6% | 0.006% | |
| 4/29/2025 | Argentarii LLC | 34,765 | $4.15M | 2.1% | +1.7% | 0.035% | |
| 4/29/2025 | Vickerman Investment Advisors Inc. | 6,440 | $769K | 0.2% | +115.0% | 0.007% | |
| 4/29/2025 | Olistico Wealth LLC | 431 | $51K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Novare Capital Management LLC | 22,417 | $2.68M | 0.2% | -0.4% | 0.023% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 39,815 | $4.76M | 0.1% | +28.8% | 0.041% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 69,993 | $8.36M | 4.9% | +4.1% | 0.071% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,914 | $1.18M | 0.0% | -25.8% | 0.010% | |
| 4/29/2025 | World Investment Advisors | 7,904 | $944K | 0.0% | +159.3% | 0.008% | |
| 4/29/2025 | Wayfinding Financial LLC | 250 | $29K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Strategic Blueprint LLC | 6,050 | $723K | 0.0% | +2.4% | 0.006% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,144 | $495K | 0.0% | -55.2% | 0.004% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 4,718 | $564K | 0.0% | +19.7% | 0.005% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 2,790 | $329K | 0.0% | -9.1% | 0.003% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 7,733 | $924K | 0.0% | +1.8% | 0.008% | |
| 4/28/2025 | D.A. Davidson & CO. | 19,103 | $2.28M | 0.0% | +3.2% | 0.020% | |
| 4/28/2025 | Penobscot Wealth Management | 38,529 | $4.60M | 1.9% | +26.0% | 0.039% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 1,615 | $193K | 0.1% | +23.8% | 0.002% | |
| 4/28/2025 | Yukon Wealth Management Inc. | 7,251 | $866K | 0.4% | N/A | 0.007% | |
| 4/28/2025 | DAVENPORT & Co LLC | 2,274 | $272K | 0.0% | -18.0% | 0.002% | |
| 4/28/2025 | BLB&B Advisors LLC | 9,937 | $1.19M | 0.1% | +3.6% | 0.010% | |
| 4/25/2025 | Saxon Interests Inc. | 7,190 | $859K | 0.4% | +6.3% | 0.007% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 4,851 | $580K | 0.0% | -4.9% | 0.005% | |
| 4/25/2025 | Westside Investment Management Inc. | 7,376 | $881K | 0.2% | -1.5% | 0.008% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 18,441 | $2.20M | 0.1% | -0.5% | 0.019% | |
| 4/25/2025 | Crown Wealth Group LLC | 34,506 | $4.12M | 2.1% | -3.0% | 0.035% | |
| 4/25/2025 | Guerra Advisors Inc | 38,944 | $4.65M | 2.6% | N/A | 0.040% | |
| 4/25/2025 | Essex Financial Services Inc. | 18,665 | $2.23M | 0.2% | -1.3% | 0.019% | |
| 4/25/2025 | McGuire Investment Group LLC | 5,795 | $692K | 0.1% | +5.4% | 0.006% | |
| 4/25/2025 | RBA Wealth Management LLC | 11,447 | $1.37M | 0.5% | +1.3% | 0.012% | |
| 4/25/2025 | Wall Street Financial Group Inc. | 69,966 | $8.36M | 8.7% | -0.8% | 0.071% | |
| 4/25/2025 | Westfuller Advisors LLC | 3,398 | $406K | 0.3% | +6.1% | 0.003% | |
| 4/24/2025 | Bordeaux Wealth Advisors LLC | 105,029 | $12.55M | 2.3% | -1.7% | 0.107% | |
| 4/24/2025 | Cavalier Investments LLC | 68,611 | $8.20M | 2.8% | -0.2% | 0.070% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 42,786 | $5.11M | 0.1% | -1.5% | 0.044% | |
| 4/24/2025 | Trust Co. of Vermont | 7,546 | $902K | 0.0% | +13.7% | 0.008% | |
| 4/23/2025 | Western Wealth Management LLC | 8,354 | $998K | 0.1% | -2.4% | 0.009% | |
| 4/23/2025 | Sabal Trust CO | 65,195 | $7.79M | 0.4% | -1.1% | 0.067% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,127 | $493K | 0.0% | -2.3% | 0.004% | |
| 4/23/2025 | Pure Financial Advisors LLC | 5,261 | $629K | 0.0% | +32.0% | 0.005% | |
| 4/23/2025 | SOL Capital Management CO | 47,810 | $5.71M | 0.6% | +0.7% | 0.049% | |
| 4/23/2025 | NRI Wealth Management LC | 30,782 | $3.68M | 2.7% | +844.8% | 0.031% | |
| 4/23/2025 | Bessemer Group Inc. | 8,532 | $1.02M | 0.0% | -2.2% | 0.009% | |
| 4/23/2025 | Spire Wealth Management | 1,431 | $171K | 0.0% | -38.3% | 0.001% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 4,827 | $577K | 0.0% | +37.2% | 0.005% | |
| 4/23/2025 | International Assets Investment Management LLC | 2,648 | $316K | 0.0% | -5.4% | 0.003% | |
| 4/23/2025 | Bluesphere Advisors LLC | 4,211 | $503K | 0.3% | -37.3% | 0.004% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 10,492 | $1.25M | 0.2% | +2.0% | 0.011% | |
| 4/23/2025 | Chapin Davis Inc. | 2,006 | $240K | 0.1% | -44.8% | 0.002% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 27,882 | $3.33M | 0.1% | -2.4% | 0.028% | |
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 | 1,825 | $218K | 0.0% | +22.4% | 0.002% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 6,091 | $728K | 0.0% | +3.0% | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 100,856 | $12.05M | 0.0% | +12.2% | 0.103% | |
| 4/22/2025 | Stapp Wealth Management Pllc | 25,949 | $3.10M | 4.8% | -3.8% | 0.026% | |
| 4/22/2025 | Childress Capital Advisors LLC | 1,989 | $238K | 0.1% | N/A | 0.002% | |
| 4/22/2025 | First PREMIER Bank | 7,480 | $893K | 0.2% | +6.5% | 0.008% | |
| 4/22/2025 | World Equity Group Inc. | 2,911 | $345K | 0.1% | -91.7% | 0.003% | |
| 4/22/2025 | Evanson Asset Management LLC | 13,674 | $1.63M | 0.1% | +0.9% | 0.014% | |
| 4/22/2025 | Advisor Resource Council | 11,044 | $1.32M | 0.1% | N/A | 0.011% | |
| 4/21/2025 | Avior Wealth Management LLC | 2,145 | $256K | 0.0% | -10.5% | 0.002% | |
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