5/21/2025 | Geneos Wealth Management Inc. | 137,463 | $2.55M | 0.1% | +14.0% | 0.131% | |
5/20/2025 | Focus Partners Wealth | 571,020 | $10.58M | 0.0% | +30.7% | 0.543% | |
5/20/2025 | Anchor Investment Management LLC | 3,815 | $71K | 0.0% | N/A | 0.004% | |
5/19/2025 | Jane Street Group LLC | 461,685 | $8.56M | 0.0% | N/A | 0.439% | |
5/16/2025 | Jones Financial Companies Lllp | 200,850 | $3.93M | 0.0% | +63.5% | 0.188% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 25,171 | $466K | 0.4% | N/A | 0.024% | |
5/16/2025 | Redwood Financial Network Corp | 35,852 | $664K | 0.5% | +18.2% | 0.034% | |
5/16/2025 | NewEdge Advisors LLC | 489,617 | $9.07M | 0.1% | +250.8% | 0.458% | |
5/16/2025 | Integrated Wealth Concepts LLC | 68,600 | $1.27M | 0.0% | +50.5% | 0.064% | |
5/16/2025 | Ancora Advisors LLC | 16,364 | $303K | 0.0% | +49.9% | 0.015% | |
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5/15/2025 | EP Wealth Advisors LLC | 42,754 | $792K | 0.0% | -5.0% | 0.041% | |
5/15/2025 | Capital Investment Counsel LLC | 1,100,000 | $20.38M | 3.4% | +3.3% | 1.046% | |
5/15/2025 | Royal Bank of Canada | 1,632,719 | $30.25M | 0.0% | +11.1% | 1.553% | |
5/15/2025 | MAI Capital Management | 1,525,065 | $28.26M | 0.2% | +28.3% | 1.450% | |
5/15/2025 | Insight Wealth Partners LLC | 25,929 | $480K | 0.1% | N/A | 0.025% | |
5/15/2025 | Baird Financial Group Inc. | 753,369 | $13.96M | 0.0% | +38.8% | 0.716% | |
5/15/2025 | OLD Mission Capital LLC | 30,730 | $569K | 0.0% | -66.5% | 0.029% | |
5/15/2025 | Hanover Advisors Inc. | 43,342 | $803K | 0.3% | +31.7% | 0.041% | |
5/15/2025 | Monterey Private Wealth Inc. | 28,171 | $522K | 0.2% | +69.0% | 0.027% | |
5/14/2025 | Comerica Bank | 49,898 | $925K | 0.0% | +6.4% | 0.047% | |
5/14/2025 | Freedom Investment Management Inc. | 53,737 | $996K | 0.1% | +35.3% | 0.051% | |
5/14/2025 | Oliver Luxxe Assets LLC | 110,267 | $2.04M | 0.4% | +5.4% | 0.105% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 34,648 | $642K | 0.0% | +16.4% | 0.033% | |
5/14/2025 | Sax Wealth Advisors LLC | 25,533 | $473K | 0.0% | +16.8% | 0.024% | |
5/14/2025 | Kestra Advisory Services LLC | 152,130 | $2.82M | 0.0% | +8.4% | 0.145% | |
5/14/2025 | Hobbs Group Advisors LLC | 54,614 | $1.01M | 0.4% | +5.1% | 0.052% | |
5/14/2025 | CW Advisors LLC | 40,047 | $741K | 0.0% | N/A | 0.038% | |
5/14/2025 | Flow Traders U.S. LLC | 60,687 | $1.13M | 0.0% | -17.2% | 0.058% | |
5/14/2025 | Capital Analysts LLC | 44,908 | $832K | 0.0% | +9.3% | 0.043% | |
5/14/2025 | Colonial Trust Advisors | 243,581 | $4.51M | 0.4% | +5.1% | 0.232% | |
5/13/2025 | Aptus Capital Advisors LLC | 3,049,470 | $56.51M | 0.6% | +12.3% | 2.900% | |
5/13/2025 | Tyler Stone Wealth Management | 37,000 | $686K | 0.1% | +236.4% | 0.035% | |
5/13/2025 | Raymond James Financial Inc. | 4,032,214 | $74.72M | 0.0% | +15.4% | 3.835% | |
5/13/2025 | Oder Investment Management LLC | 22,287 | $413K | 0.4% | +15.3% | 0.021% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 10,838 | $201K | 0.0% | N/A | 0.010% | |
5/13/2025 | Redmond Asset Management LLC | 15,794 | $293K | 0.1% | N/A | 0.015% | |
5/13/2025 | Howard Wealth Management LLC | 202,158 | $3.75M | 2.1% | -1.5% | 0.192% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 531,853 | $9.86M | 0.5% | -1.8% | 0.506% | |
5/13/2025 | Infinity Wealth Counsel LLC | 181,790 | $3.37M | 3.6% | +1.3% | 0.173% | |
5/13/2025 | HighTower Advisors LLC | 44,182 | $819K | 0.0% | +5.9% | 0.042% | |
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5/12/2025 | Kohmann Bosshard Financial Services LLC | 63,539 | $1.18M | 0.1% | -2.5% | 0.060% | |
5/12/2025 | Motley Fool Wealth Management LLC | 708,495 | $13.13M | 0.8% | -5.0% | 0.674% | |
5/12/2025 | Invesco Ltd. | 2,140,738 | $39.67M | 0.0% | +11.7% | 2.036% | |
5/12/2025 | Morton Community Bank | 285,865 | $5.30M | 1.4% | +9.9% | 0.272% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 17,329 | $321K | 0.1% | N/A | 0.016% | |
5/9/2025 | Blue Barn Wealth LLC | 57,664 | $1.07M | 0.6% | +13.7% | 0.055% | |
5/9/2025 | Kickstand Ventures LLC. | 354,710 | $6.57M | 1.7% | +19.6% | 0.337% | |
5/9/2025 | Gill Capital Partners LLC | 682,511 | $12.65M | 4.4% | +3.0% | 0.649% | |
5/9/2025 | Delta Financial Group Inc. | 20,014 | $370K | 0.1% | N/A | 0.019% | |
5/8/2025 | Headland Capital LLC | 864,383 | $16.02M | 5.3% | +5.7% | 0.822% | |
5/8/2025 | MONECO Advisors LLC | 950,875 | $17.62M | 1.8% | +40.9% | 0.904% | |
5/8/2025 | ProVise Management Group LLC | 195,466 | $3.62M | 0.3% | +140.2% | 0.186% | |
5/8/2025 | Shufro Rose & Co. LLC | 579,822 | $10.74M | 0.8% | +1.8% | 0.551% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 172,029 | $3.19M | 0.1% | +4.6% | 0.164% | |
5/8/2025 | Harbour Investments Inc. | 41,684 | $772K | 0.0% | +46.0% | 0.040% | |
5/8/2025 | Goodman Financial Corp | 18,569 | $344K | 0.1% | N/A | 0.018% | |
5/8/2025 | Cordatus Wealth Management LLC | 23,909 | $443K | 0.1% | +62.7% | 0.023% | |
5/8/2025 | RVW Wealth LLC | 11,859 | $220K | 0.0% | N/A | 0.011% | |
5/8/2025 | Davis R M Inc. | 507,443 | $9.40M | 0.2% | +32.3% | 0.483% | |
5/8/2025 | Arkadios Wealth Advisors | 35,216 | $653K | 0.0% | +47.1% | 0.033% | |
5/8/2025 | Eastern Bank | 90,017 | $1.67M | 0.0% | -69.7% | 0.086% | |
5/8/2025 | Geneos Wealth Management Inc. | 151,255 | $2.80M | 0.1% | +25.4% | 0.144% | |
5/7/2025 | Foundations Investment Advisors LLC | 31,681 | $587K | 0.0% | +6.8% | 0.030% | |
5/7/2025 | LPL Financial LLC | 3,751,130 | $69.51M | 0.0% | +25.5% | 3.567% | |
5/6/2025 | Cetera Investment Advisers | 276,433 | $5.12M | 0.0% | -6.0% | 0.263% | |
5/6/2025 | Avantax Advisory Services Inc. | 115,050 | $2.13M | 0.0% | +33.0% | 0.109% | |
5/6/2025 | SFE Investment Counsel | 209,818 | $3.89M | 0.8% | +32.9% | 0.200% | |
5/6/2025 | Carnegie Investment Counsel | 224,583 | $4.12M | 0.1% | +4.9% | 0.214% | |
5/6/2025 | Goepper Burkhardt LLC | 463,985 | $8.60M | 3.4% | +8.8% | 0.441% | |
5/6/2025 | IMA Advisory Services Inc. | 1,066,305 | $19.76M | 2.3% | N/A | 1.014% | |
5/6/2025 | Roundview Capital LLC | 25,349 | $470K | 0.0% | N/A | 0.024% | |
5/6/2025 | Old Port Advisors | 13,860 | $257K | 0.1% | N/A | 0.013% | |
5/5/2025 | Carmel Capital Partners LLC | 293,461 | $5.44M | 2.1% | N/A | 0.279% | |
5/5/2025 | Souders Financial Advisors | 193,121 | $3.58M | 0.5% | +12.4% | 0.184% | |
5/5/2025 | J.W. Cole Advisors Inc. | 61,771 | $1.15M | 0.0% | +128.5% | 0.059% | |
5/5/2025 | Atlantic Union Bankshares Corp | 986,444 | $18.28M | 1.1% | +7.6% | 0.938% | |
5/5/2025 | Montag A & Associates Inc. | 2,861 | $53K | 0.0% | N/A | 0.003% | |
5/5/2025 | Kestra Private Wealth Services LLC | 46,833 | $868K | 0.0% | +358.1% | 0.045% | |
5/5/2025 | Private Advisor Group LLC | 267,439 | $4.96M | 0.0% | +19.6% | 0.254% | |
5/2/2025 | Opulen Financial Group LLC | 129,490 | $2.40M | 2.2% | +6.9% | 0.123% | |
5/2/2025 | Allen Capital Group LLC | 29,148 | $540K | 0.1% | +32.2% | 0.028% | |
5/2/2025 | Larson Financial Group LLC | 17,048 | $316K | 0.0% | +32.0% | 0.016% | |
5/2/2025 | GPM Growth Investors Inc. | 515,398 | $9.55M | 4.2% | +5.8% | 0.490% | |
5/2/2025 | First Command Advisory Services Inc. | 45,558 | $844K | 0.0% | +370.6% | 0.043% | |
5/2/2025 | Hager Investment Management Services LLC | 1,594 | $30K | 0.0% | N/A | 0.002% | |
5/2/2025 | Sigma Planning Corp | 66,939 | $1.24M | 0.0% | +29.1% | 0.064% | |
5/1/2025 | Key Financial Inc | 46,248 | $857K | 0.2% | +3.4% | 0.044% | |
5/1/2025 | Asset Dedication LLC | 495,581 | $9.18M | 0.7% | +1.8% | 0.475% | |
5/1/2025 | CWM LLC | 570,258 | $10.57M | 0.0% | +1.2% | 0.546% | |
5/1/2025 | Stephens Inc. AR | 142,040 | $2.63M | 0.0% | +6.3% | 0.136% | |
A grave, grave error. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.  Here’s the full story for you. |
5/1/2025 | Kathmere Capital Management LLC | 362,713 | $6.72M | 0.6% | +39.9% | 0.347% | |
4/30/2025 | Allworth Financial LP | 33,332 | $616K | 0.0% | +1.9% | 0.032% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 185,121 | $3.43M | 0.5% | N/A | 0.177% | |
4/30/2025 | True Vision MN LLC | 109,741 | $2.03M | 1.2% | -2.2% | 0.105% | |
4/30/2025 | Silverlake Wealth Management LLC | 60,813 | $1.13M | 0.4% | +28.7% | 0.058% | |
4/30/2025 | AlphaStar Capital Management LLC | 106,988 | $1.98M | 0.2% | +7.1% | 0.102% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,593 | $437K | 0.0% | -8.5% | 0.023% | |
4/30/2025 | Brown Financial Advisory | 16,196 | $300K | 0.2% | N/A | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,712,447 | $31.73M | 0.0% | +7.4% | 1.640% | |
4/29/2025 | Novare Capital Management LLC | 173,609 | $3.22M | 0.3% | +6.0% | 0.166% | |