6/17/2025 | Howe & Rusling Inc. | 5,337 | $310K | 0.0% | N/A | 0.059% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 18,170 | $1.06M | 0.5% | +1.0% | 0.202% | |
5/21/2025 | Geneos Wealth Management Inc. | 26,595 | $1.55M | 0.1% | +2.5% | 0.296% | |
5/19/2025 | Jane Street Group LLC | 19,641 | $1.14M | 0.0% | -56.0% | 0.218% | |
5/16/2025 | Jones Financial Companies Lllp | 14,960 | $870K | 0.0% | +252.6% | 0.166% | |
5/15/2025 | Royal Bank of Canada | 19,704 | $1.15M | 0.0% | -5.1% | 0.219% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 22,023 | $1.28M | 0.2% | -19.0% | 0.245% | |
5/15/2025 | WPG Advisers LLC | 1,112 | $65K | 0.1% | N/A | 0.012% | |
5/15/2025 | Oarsman Capital Inc. | 15,034 | $874K | 0.2% | -6.6% | 0.167% | |
5/14/2025 | Comerica Bank | 23,108 | $1.34M | 0.0% | -1.3% | 0.257% | |
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5/14/2025 | Kestra Advisory Services LLC | 105,075 | $6.11M | 0.0% | +272.7% | 1.168% | |
5/14/2025 | Flow Traders U.S. LLC | 16,715 | $972K | 0.0% | -87.4% | 0.186% | |
5/13/2025 | Raymond James Financial Inc. | 83,525 | $4.86M | 0.0% | -12.1% | 0.928% | |
5/13/2025 | HighTower Advisors LLC | 11,769 | $684K | 0.0% | -7.5% | 0.131% | |
5/9/2025 | Blair William & Co. IL | 2,035 | $118K | 0.0% | +1,595.8% | 0.023% | |
5/7/2025 | LPL Financial LLC | 505,679 | $29.41M | 0.0% | -29.0% | 5.619% | |
5/6/2025 | Cetera Investment Advisers | 48,842 | $2.84M | 0.0% | +2.4% | 0.543% | |
5/6/2025 | Wedbush Securities Inc. | 4,268 | $248K | 0.0% | -6.9% | 0.047% | |
5/5/2025 | OneAscent Financial Services LLC | 7,441 | $433K | 0.0% | N/A | 0.083% | |
5/1/2025 | Key Financial Inc | 54,300 | $3.16M | 0.7% | +18.6% | 0.603% | |
5/1/2025 | LRI Investments LLC | 389,546 | $22.65M | 1.9% | -0.3% | 4.328% | |
5/1/2025 | CWM LLC | 4,371 | $254K | 0.0% | +82.5% | 0.049% | |
4/30/2025 | Stratos Wealth Advisors LLC | 20,340 | $1.18M | 0.1% | +16.3% | 0.226% | |
4/29/2025 | Envestnet Asset Management Inc. | 48,785 | $2.84M | 0.0% | -1.0% | 0.542% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 56,137 | $3.27M | 2.1% | +4.6% | 0.624% | |
4/25/2025 | Essex LLC | 4,300 | $250K | 0.1% | N/A | 0.048% | |
4/25/2025 | Westside Investment Management Inc. | 816 | $47K | 0.0% | N/A | 0.009% | |
4/24/2025 | Falcon Wealth Planning | 11,527 | $670K | 0.1% | -17.5% | 0.128% | |
4/23/2025 | New World Advisors LLC | 4,951 | $288K | 0.1% | +11.6% | 0.055% | |
4/23/2025 | HBK Sorce Advisory LLC | 58,846 | $3.42M | 0.1% | -1.9% | 0.654% | |
4/23/2025 | Valmark Advisers Inc. | 301,644 | $17.54M | 0.3% | +17.2% | 3.352% | |
4/22/2025 | JFS Wealth Advisors LLC | 75,391 | $4.38M | 0.3% | -3.2% | 0.838% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,770 | $1.03M | 0.0% | +2.6% | 0.197% | |
4/22/2025 | Envision Financial LLC | 52,470 | $3.05M | 2.3% | -0.4% | 0.583% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 22,796 | $1.33M | 0.0% | -57.7% | 0.253% | |
4/17/2025 | Mission Wealth Management LP | 61,181 | $3.56M | 0.1% | -5.6% | 0.680% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 342,197 | $19.90M | 0.0% | -26.5% | 3.802% | |
4/14/2025 | Octavia Wealth Advisors LLC | 16,301 | $948K | 0.1% | +3.2% | 0.181% | |
4/11/2025 | McNamara Financial Services Inc. | 4,911 | $286K | 0.1% | N/A | 0.055% | |
4/10/2025 | Beacon Financial Group | 10,854 | $631K | 0.1% | -26.2% | 0.121% | |
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4/9/2025 | Merit Financial Group LLC | 33,941 | $1.97M | 0.0% | +22.1% | 0.377% | |
4/9/2025 | NBC Securities Inc. | 3,208 | $186K | 0.0% | +106,833.3% | 0.036% | |
4/9/2025 | Moller Wealth Partners | 112,739 | $6.56M | 1.6% | -3.7% | 1.253% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 465,597 | $24.54M | 0.0% | +22.9% | 5.173% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 27,173 | $1.43M | 0.2% | -13.0% | 0.263% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 19,495 | $1.03M | 0.0% | -56.8% | 0.188% | |
2/18/2025 | Pinnacle Financial Group LLC IL | 6,454 | $340K | 0.1% | -14.2% | 0.062% | |
2/17/2025 | Focus Partners Wealth | 4,911 | $259K | 0.0% | N/A | 0.047% | |
2/17/2025 | Cetera Investment Advisers | 47,716 | $2.51M | 0.0% | +5.3% | 0.461% | |
2/17/2025 | Bank of America Corp DE | 350,103 | $18.45M | 0.0% | +1.4% | 3.383% | |
2/14/2025 | Jane Street Group LLC | 44,661 | $2.35M | 0.0% | +78.0% | 0.432% | |
2/14/2025 | Stifel Financial Corp | 24,123 | $1.27M | 0.0% | +53.2% | 0.233% | |
2/13/2025 | Tobias Financial Advisors Inc. | 62,647 | $3.30M | 0.7% | -2.7% | 0.605% | |
2/13/2025 | Legacy Financial Advisors Inc. | 79,337 | $4.18M | 0.7% | -16.3% | 0.767% | |
2/13/2025 | Raymond James Financial Inc. | 94,979 | $5.01M | 0.0% | N/A | 0.918% | |
2/13/2025 | Shakespeare Wealth Management LLC | 44,817 | $2.36M | 0.6% | -15.0% | 0.433% | |
2/13/2025 | Envestnet Asset Management Inc. | 49,263 | $2.60M | 0.0% | -40.8% | 0.476% | |
2/13/2025 | Wedbush Securities Inc. | 4,586 | $242K | 0.0% | N/A | 0.044% | |
2/13/2025 | Oarsman Capital Inc. | 16,090 | $848K | 0.1% | -5.4% | 0.155% | |
2/13/2025 | Wells Fargo & Company MN | 312,781 | $16.48M | 0.0% | +15.3% | 3.022% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 925 | $49K | 0.0% | +34.6% | 0.009% | |
2/12/2025 | Frazier Financial Advisors LLC | 16,570 | $875K | 0.7% | -2.9% | 0.160% | |
2/12/2025 | JPMorgan Chase & Co. | 18,507 | $975K | 0.0% | +1.4% | 0.179% | |
2/11/2025 | LPL Financial LLC | 712,441 | $37.54M | 0.0% | -3.9% | 6.883% | |
2/11/2025 | Sei Investments Co. | 45,571 | $2.40M | 0.0% | -4.5% | 0.440% | |
2/10/2025 | Commonwealth Equity Services LLC | 10,519 | $554K | 0.0% | +3.4% | 0.102% | |
2/7/2025 | HighTower Advisors LLC | 12,726 | $671K | 0.0% | -6.4% | 0.123% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 27,173 | $1.43M | 0.0% | -13.0% | 0.263% | |
2/6/2025 | Raymond James Financial Inc. | 94,979 | $5.01M | 0.0% | N/A | 0.918% | |
2/6/2025 | NewSquare Capital LLC | 63,350 | $3.34M | 0.3% | +6.4% | 0.612% | |
2/6/2025 | Mission Wealth Management LP | 64,822 | $3.42M | 0.1% | -16.6% | 0.626% | |
2/6/2025 | Jones Financial Companies Lllp | 4,243 | $224K | 0.0% | +102.0% | 0.041% | |
2/5/2025 | Brightwater Advisory LLC | 14,871 | $784K | 0.6% | -48.4% | 0.144% | |
2/4/2025 | Bank of New York Mellon Corp | 9,341 | $492K | 0.0% | N/A | 0.090% | |
1/31/2025 | Key Financial Inc | 45,783 | $2.41M | 0.5% | +5.2% | 0.442% | |
1/31/2025 | Sanctuary Advisors LLC | 3,859 | $214K | 0.0% | N/A | 0.037% | |
1/31/2025 | JFS Wealth Advisors LLC | 77,903 | $4.11M | 0.3% | -1.6% | 0.753% | |
1/30/2025 | Valmark Advisers Inc. | 257,308 | $13.56M | 0.2% | +41.1% | 2.486% | |
1/29/2025 | Beacon Financial Group | 14,706 | $775K | 0.1% | -7.7% | 0.142% | |
1/28/2025 | Arlington Financial Advisors LLC | 4,887 | $258K | 0.1% | N/A | 0.047% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 53,945 | $2.84M | 0.1% | +87.6% | 0.521% | |
1/27/2025 | Stratos Wealth Advisors LLC | 17,491 | $922K | 0.0% | +3.0% | 0.169% | |
1/22/2025 | Falcon Wealth Planning | 13,970 | $736K | 0.1% | -1.3% | 0.135% | |
1/21/2025 | Geneos Wealth Management Inc. | 25,940 | $1.37M | 0.0% | +14.4% | 0.251% | |
1/17/2025 | Smallwood Wealth Investment Management LLC | 53,654 | $2.83M | 1.9% | +3.8% | 0.518% | |
1/17/2025 | Octavia Wealth Advisors LLC | 15,789 | $832K | 0.1% | -6.6% | 0.153% | |
1/15/2025 | Merit Financial Group LLC | 27,792 | $1.47M | 0.0% | +0.7% | 0.269% | |
1/13/2025 | Envision Financial LLC | 52,680 | $2.78M | 2.2% | N/A | 0.509% | |
12/26/2024 | JPMorgan Chase & Co. | 18,255 | $1.05M | 0.0% | +56.3% | 0.176% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 45,120 | $2.57M | 0.1% | -8.1% | 0.436% | |
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. |
11/15/2024 | LRI Investments LLC | 390,651 | $21.01M | 1.8% | -1.6% | 3.774% | |
11/15/2024 | Jane Street Group LLC | 25,091 | $1.44M | 0.0% | -65.3% | 0.242% | |
11/15/2024 | HighTower Advisors LLC | 13,589 | $784K | 0.0% | -9.3% | 0.131% | |
11/14/2024 | CreativeOne Wealth LLC | 13,178 | $758K | 0.0% | N/A | 0.127% | |
11/13/2024 | FMR LLC | 2,519 | $145K | 0.0% | +18.3% | 0.024% | |
11/8/2024 | Darwin Wealth Management LLC | 762 | $44K | 0.0% | N/A | 0.007% | |
11/6/2024 | Frazier Financial Advisors LLC | 17,065 | $982K | 0.8% | -3.8% | 0.165% | |
11/1/2024 | Philip James Wealth Mangement LLC | 4,319 | $249K | 0.0% | N/A | 0.042% | |
10/30/2024 | Tobias Financial Advisors Inc. | 64,379 | $3.71M | 0.7% | -1.0% | 0.622% | |
10/29/2024 | Key Financial Inc | 43,519 | $2.51M | 0.6% | +10.2% | 0.420% | |