5/29/2025 | Apeiron RIA LLC | 3,508 | $225K | 0.1% | -25.8% | 0.033% | |
5/20/2025 | Focus Partners Wealth | 3,821 | $245K | 0.0% | -6.6% | 0.042% | |
5/16/2025 | Goldman Sachs Group Inc. | 542,645 | $34.75M | 0.0% | -20.5% | 5.931% | |
5/16/2025 | Jones Financial Companies Lllp | 82,837 | $5.30M | 0.0% | +228.3% | 0.905% | |
5/16/2025 | NewEdge Advisors LLC | 12,589 | $806K | 0.0% | +233.9% | 0.138% | |
5/15/2025 | EP Wealth Advisors LLC | 2,089 | $134K | 0.0% | -21.7% | 0.023% | |
5/15/2025 | First Financial Bankshares Inc | 272,059 | $17.42M | 0.4% | +1.8% | 2.973% | |
5/15/2025 | Royal Bank of Canada | 55,347 | $3.54M | 0.0% | -22.6% | 0.605% | |
5/14/2025 | Comerica Bank | 5,906 | $378K | 0.0% | -5.5% | 0.065% | |
5/14/2025 | Walleye Capital LLC | 38,072 | $2.44M | 0.0% | -76.8% | 0.416% | |
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5/14/2025 | Quantitative Investment Management LLC | 10,194 | $652K | 0.1% | N/A | 0.111% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 19,216 | $1.23M | 0.0% | -20.2% | 0.210% | |
5/14/2025 | CW Advisors LLC | 13,843 | $889K | 0.0% | +16.8% | 0.151% | |
5/14/2025 | Flow Traders U.S. LLC | 8,320 | $533K | 0.0% | N/A | 0.091% | |
5/14/2025 | First Wilshire Securities Management Inc. | 5,600 | $359K | 0.1% | -17.6% | 0.061% | |
5/13/2025 | Raymond James Financial Inc. | 84,630 | $5.42M | 0.0% | +52.3% | 0.925% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 7,042 | $451K | 0.2% | -10.2% | 0.077% | |
5/12/2025 | Florin Court Capital LLP | 9,500 | $608K | 0.6% | -49.5% | 0.104% | |
5/12/2025 | Benjamin Edwards Inc. | 7,802 | $500K | 0.0% | -48.6% | 0.085% | |
5/12/2025 | National Bank of Canada FI | 1,578 | $101K | 0.0% | -13.7% | 0.017% | |
5/8/2025 | Harbour Investments Inc. | 1,127 | $72K | 0.0% | +56.5% | 0.012% | |
5/7/2025 | Indie Asset Partners LLC | 14,462 | $926K | 0.8% | +1.4% | 0.158% | |
5/7/2025 | LPL Financial LLC | 181,845 | $11.64M | 0.0% | -33.4% | 1.987% | |
5/6/2025 | Cetera Investment Advisers | 19,446 | $1.25M | 0.0% | -23.4% | 0.213% | |
5/5/2025 | Montag A & Associates Inc. | 2,091 | $134K | 0.0% | -19.0% | 0.023% | |
5/5/2025 | Private Advisor Group LLC | 9,677 | $620K | 0.0% | -2.3% | 0.106% | |
5/1/2025 | Q3 Asset Management | 3,844 | $246K | 0.2% | N/A | 0.041% | |
4/30/2025 | Allworth Financial LP | 528 | $32K | 0.0% | -70.9% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 13,624 | $872K | 0.0% | -49.0% | 0.144% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,147 | $202K | 0.0% | N/A | 0.033% | |
4/28/2025 | Capital Investment Counsel Inc | 12,344 | $790K | 0.1% | -1.6% | 0.131% | |
4/25/2025 | McGuire Investment Group LLC | 39,825 | $2.55M | 0.4% | -2.1% | 0.421% | |
4/25/2025 | Sovran Advisors LLC | 7,435 | $443K | 0.1% | +121.9% | 0.079% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,923 | $315K | 0.0% | N/A | 0.052% | |
4/23/2025 | Bessemer Group Inc. | 415 | $27K | 0.0% | N/A | 0.004% | |
4/23/2025 | Oppenheimer & Co. Inc. | 4,832 | $309K | 0.0% | +16.0% | 0.051% | |
4/23/2025 | Valmark Advisers Inc. | 4,230 | $271K | 0.0% | N/A | 0.045% | |
4/22/2025 | Jmac Enterprises LLC | 69,965 | $4.48M | 1.1% | +2.8% | 0.740% | |
4/17/2025 | Massachusetts Wealth Management | 15,698 | $1.01M | 0.7% | -2.2% | 0.166% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 5,201 | $333K | 0.0% | -80.2% | 0.055% | |
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. |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,393 | $345K | 0.0% | +33.3% | 0.057% | |
4/16/2025 | Verity & Verity LLC | 100,831 | $6.46M | 0.6% | N/A | 1.067% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 7,510 | $481K | 0.0% | -6.5% | 0.079% | |
4/15/2025 | Capital Advisors Ltd. LLC | 12,498 | $800K | 0.1% | -4.2% | 0.132% | |
4/14/2025 | Toth Financial Advisory Corp | 35,831 | $2.29M | 0.3% | +9.2% | 0.379% | |
4/10/2025 | Clarus Wealth Advisors | 22,132 | $1.36M | 0.7% | -4.8% | 0.234% | |
4/9/2025 | Merit Financial Group LLC | 7,787 | $499K | 0.0% | +8.3% | 0.082% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,047 | $273K | 0.0% | N/A | 0.043% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 6,419 | $434K | 0.4% | N/A | 0.071% | |
2/21/2025 | Putney Financial Group LLC | 3,745 | $253K | 0.2% | N/A | 0.041% | |
2/21/2025 | Vermillion Wealth Management Inc. | 856 | $58K | 0.0% | N/A | 0.009% | |
2/17/2025 | Waverly Advisors LLC | 7,641 | $516K | 0.0% | -6.9% | 0.056% | |
2/17/2025 | Two Sigma Investments LP | 140,000 | $9.46M | 0.0% | +139.3% | 1.026% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 91,130 | $6.58M | 0.6% | N/A | 0.668% | |
2/17/2025 | Sig Brokerage LP | 21,085 | $1.43M | 0.1% | N/A | 0.154% | |
2/17/2025 | J. Goldman & Co LP | 85,611 | $5.79M | 0.2% | N/A | 0.627% | |
2/17/2025 | KKM Financial LLC | 27,115 | $1.86M | 0.8% | -22.9% | 0.199% | |
2/17/2025 | Focus Partners Wealth | 4,091 | $276K | 0.0% | N/A | 0.030% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 5,098 | $345K | 0.0% | N/A | 0.037% | |
2/17/2025 | EP Wealth Advisors LLC | 2,668 | $180K | 0.0% | N/A | 0.020% | |
2/17/2025 | EHP Funds Inc. | 129,100 | $8.72M | 8.1% | N/A | 0.946% | |
2/17/2025 | Cetera Investment Advisers | 25,386 | $1.72M | 0.0% | +3.9% | 0.186% | |
2/17/2025 | Bank of America Corp DE | 535,197 | $36.16M | 0.0% | +201.3% | 3.921% | |
2/17/2025 | Benjamin Edwards Inc. | 15,179 | $1.03M | 0.0% | +102.1% | 0.111% | |
2/17/2025 | BNP Paribas Financial Markets | 1,166 | $79K | 0.0% | -99.3% | 0.009% | |
2/17/2025 | Ameriprise Financial Inc. | 51,574 | $3.49M | 0.0% | +2.2% | 0.378% | |
2/14/2025 | Manatuck Hill Partners LLC | 3,100 | $209K | 0.1% | N/A | 0.023% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,984 | $202K | 0.0% | N/A | 0.022% | |
2/14/2025 | Comerica Bank | 6,250 | $422K | 0.0% | -9.8% | 0.046% | |
2/14/2025 | Northern Trust Corp | 8,852 | $598K | 0.0% | -19.0% | 0.065% | |
2/14/2025 | Beacon Pointe Advisors LLC | 4,200 | $284K | 0.0% | -4.5% | 0.031% | |
2/14/2025 | Tudor Investment Corp ET AL | 20,167 | $1.36M | 0.0% | +381.3% | 0.148% | |
2/14/2025 | Canal Capital Management LLC | 7,772 | $525K | 0.1% | N/A | 0.057% | |
2/14/2025 | Stifel Financial Corp | 8,503 | $574K | 0.0% | -14.2% | 0.062% | |
2/14/2025 | Tower Research Capital LLC TRC | 8,928 | $603K | 0.0% | -41.6% | 0.065% | |
2/13/2025 | NewEdge Advisors LLC | 3,770 | $255K | 0.0% | -10.3% | 0.028% | |
2/13/2025 | Walleye Capital LLC | 163,934 | $11.08M | 0.0% | N/A | 1.201% | |
2/13/2025 | Barclays PLC | 200,018 | $13.52M | 0.0% | -32.7% | 1.465% | |
2/13/2025 | Rockefeller Capital Management L.P. | 10,446 | $706K | 0.0% | N/A | 0.077% | |
2/13/2025 | Raymond James Financial Inc. | 55,569 | $3.76M | 0.0% | N/A | 0.407% | |
2/13/2025 | Advisory Services Network LLC | 14,686 | $992K | 0.0% | +18.1% | 0.108% | |
2/13/2025 | Renaissance Technologies LLC | 11,800 | $797K | 0.0% | N/A | 0.086% | |
2/13/2025 | Envestnet Asset Management Inc. | 26,735 | $1.81M | 0.0% | +8.8% | 0.196% | |
2/13/2025 | KCM Investment Advisors LLC | 4,187 | $283K | 0.0% | +18.2% | 0.031% | |
2/13/2025 | Wells Fargo & Company MN | 240,074 | $16.22M | 0.0% | -1.2% | 1.759% | |
2/12/2025 | National Bank of Canada FI | 1,829 | $124K | 0.0% | -98.2% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 71,880 | $4.86M | 0.0% | +13.0% | 0.527% | |
2/12/2025 | Graney & King LLC | 438 | $30K | 0.0% | N/A | 0.003% | |
2/11/2025 | LPL Financial LLC | 272,954 | $18.44M | 0.0% | +55.0% | 2.000% | |
2/11/2025 | Simplex Trading LLC | 11,066 | $747K | 0.0% | N/A | 0.081% | |
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. |
2/11/2025 | Runnymede Capital Advisors Inc. | 2,544 | $172K | 0.2% | N/A | 0.019% | |
2/10/2025 | Thrivent Financial for Lutherans | 30,270 | $2.05M | 0.0% | -31.2% | 0.222% | |
2/10/2025 | Intrepid Financial Planning Group LLC | 7,842 | $530K | 0.2% | -3.2% | 0.057% | |
2/10/2025 | Commonwealth Equity Services LLC | 98,462 | $6.65M | 0.0% | -5.3% | 0.721% | |
2/7/2025 | HighTower Advisors LLC | 15,350 | $1.04M | 0.0% | -5.6% | 0.112% | |
2/7/2025 | Wealthfront Advisers LLC | 10,060 | $680K | 0.0% | N/A | 0.074% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 46,077 | $3.11M | 0.1% | N/A | 0.338% | |
2/6/2025 | Raymond James Financial Inc. | 55,569 | $3.76M | 0.0% | N/A | 0.407% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 17,461 | $1.18M | 0.0% | -5.8% | 0.128% | |
2/6/2025 | Meridian Wealth Management LLC | 5,104 | $345K | 0.0% | N/A | 0.037% | |