7/2/2025 | S. R. Schill & Associates | 18,258 | $1.20M | 0.9% | -2.6% | 0.008% | |
7/2/2025 | HBW Advisory Services LLC | 6,272 | $411K | 0.1% | +20.0% | 0.003% | |
7/1/2025 | Confluence Investment Management LLC | 525,606 | $34.44M | 0.5% | +11.8% | 0.221% | |
7/1/2025 | Harbor Investment Advisory LLC | 183,454 | $12.02M | 1.0% | +1.1% | 0.077% | |
7/1/2025 | Bush Investment Group LLC | 51,199 | $3.36M | 2.3% | -22.0% | 0.022% | |
5/29/2025 | Nova Wealth Management Inc. | 8,611 | $533K | 0.5% | +14.6% | 0.004% | |
5/29/2025 | Plum Street Advisors LLC | 130,797 | $8.10M | 3.9% | +1.4% | 0.058% | |
5/29/2025 | Apeiron RIA LLC | 16,432 | $1.02M | 0.3% | +76.4% | 0.007% | |
5/27/2025 | Jacobi Capital Management LLC | 45,301 | $2.80M | 0.2% | -8.7% | 0.020% | |
5/23/2025 | Strategic Financial Services Inc. | 1,539,154 | $95.26M | 5.6% | -5.1% | 0.689% | |
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5/22/2025 | Mattson Financial Services LLC | 16,110 | $997K | 0.3% | -29.3% | 0.007% | |
5/21/2025 | MBL Wealth LLC | 570,860 | $35.33M | 3.6% | -1.5% | 0.255% | |
5/20/2025 | Belpointe Asset Management LLC | 7,090 | $439K | 0.0% | +11.4% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 71,720 | $4.44M | 0.0% | -6.1% | 0.032% | |
5/20/2025 | Integrity Alliance LLC. | 102,018 | $6.31M | 0.2% | +124.7% | 0.046% | |
5/20/2025 | Anchor Investment Management LLC | 5,949 | $368K | 0.0% | +8.9% | 0.003% | |
5/19/2025 | Jane Street Group LLC | 3,739,583 | $231.44M | 0.1% | N/A | 1.674% | |
5/19/2025 | Advisory Alpha LLC | 29,215 | $1.81M | 0.1% | -14.2% | 0.013% | |
5/16/2025 | Semmax Financial Advisors Inc. | 4,312 | $284K | 0.1% | +112.4% | 0.002% | |
5/16/2025 | Hamilton Capital LLC | 7,631 | $472K | 0.0% | N/A | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 27,616 | $1.71M | 0.1% | +77.4% | 0.012% | |
5/16/2025 | Goldman Sachs Group Inc. | 35,362 | $2.19M | 0.0% | -92.9% | 0.015% | |
5/16/2025 | Talon Private Wealth LLC | 41,643 | $2.58M | 0.3% | N/A | 0.019% | |
5/16/2025 | Nepc LLC | 644,121 | $39.87M | 1.1% | -11.7% | 0.288% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 156,580 | $9.69M | 0.1% | +135.7% | 0.070% | |
5/16/2025 | NewEdge Advisors LLC | 83,824 | $5.19M | 0.0% | +174.8% | 0.038% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,152,677 | $71.34M | 0.2% | +17.5% | 0.516% | |
5/16/2025 | Greenline Partners LLC | 1,150,063 | $71.18M | 10.4% | -11.7% | 0.515% | |
5/16/2025 | Clark Capital Management Group Inc. | 77,644 | $4.81M | 0.0% | -1.2% | 0.035% | |
5/16/2025 | AQR Capital Management LLC | 24,046 | $1.49M | 0.0% | +90.6% | 0.011% | |
5/16/2025 | Ancora Advisors LLC | 8,188 | $507K | 0.0% | +439.7% | 0.004% | |
5/15/2025 | EP Wealth Advisors LLC | 5,766 | $357K | 0.0% | +25.0% | 0.003% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 7,157 | $443K | 0.0% | -58.1% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 895,436 | $55.42M | 0.0% | +16.6% | 0.401% | |
5/15/2025 | Certior Financial Group LLC | 47,460 | $2.94M | 2.4% | -5.1% | 0.021% | |
5/15/2025 | Baird Financial Group Inc. | 471,730 | $29.20M | 0.1% | -0.4% | 0.211% | |
5/15/2025 | The Manufacturers Life Insurance Company | 644,091 | $39.86M | 0.0% | -4.4% | 0.288% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 273,722 | $16.94M | 3.7% | +348.0% | 0.122% | |
5/14/2025 | Transamerica Financial Advisors LLC | 91,876 | $5.69M | 0.6% | +5.8% | 0.041% | |
5/14/2025 | CreativeOne Wealth LLC | 66,975 | $4.15M | 0.1% | +22.1% | 0.030% | |
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5/14/2025 | Piedmont Capital Management LLC | 235,622 | $13.93M | 9.4% | -0.9% | 0.105% | |
5/14/2025 | Entrewealth LLC | 56,080 | $3.47M | 2.7% | +11.3% | 0.025% | |
5/14/2025 | Per Stirling Capital Management LLC. | 19,045 | $1.18M | 0.2% | -7.3% | 0.009% | |
5/14/2025 | WCG Wealth Advisors LLC | 15,155 | $938K | 0.1% | -8.4% | 0.007% | |
5/14/2025 | Jane Street Group LLC | 6,387,473 | $395.32M | 0.1% | N/A | 2.859% | |
5/14/2025 | Luminist Capital LLC | 60,169 | $3.72M | 4.0% | +2.0% | 0.027% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 68,245 | $4.21M | 0.0% | +13.3% | 0.031% | |
5/14/2025 | Comerica Bank | 73,670 | $4.56M | 0.0% | -3.0% | 0.033% | |
5/14/2025 | Synovus Financial Corp | 129,015 | $7.99M | 0.1% | +3.8% | 0.058% | |
5/14/2025 | Jump Financial LLC | 41,901 | $2.59M | 0.0% | -16.1% | 0.019% | |
5/14/2025 | Cedar Point Capital Partners LLC | 103,740 | $6.42M | 4.3% | -1.4% | 0.046% | |
5/14/2025 | Caitlin John LLC | 11,263 | $697K | 0.7% | +842.5% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 343,371 | $21.25M | 0.0% | +18.9% | 0.154% | |
5/14/2025 | Kestra Advisory Services LLC | 87,927 | $5.44M | 0.0% | +410.0% | 0.039% | |
5/14/2025 | Compound Planning Inc. | 19,075 | $1.18M | 0.1% | +57.3% | 0.009% | |
5/14/2025 | Hobbs Group Advisors LLC | 74,923 | $4.64M | 1.8% | -24.5% | 0.034% | |
5/14/2025 | Ameriprise Financial Inc. | 2,200,062 | $135.52M | 0.0% | +5.1% | 0.985% | |
5/14/2025 | CW Advisors LLC | 1,096,041 | $67.83M | 0.8% | -2.5% | 0.491% | |
5/14/2025 | United Asset Strategies Inc. | 3,665 | $227K | 0.0% | -24.2% | 0.002% | |
5/14/2025 | Capital Analysts LLC | 11,993 | $742K | 0.0% | +66.3% | 0.005% | |
5/14/2025 | Tradition Wealth Management LLC | 24,394 | $1.51M | 0.1% | +89.5% | 0.011% | |
5/14/2025 | Vertex Planning Partners LLC | 30,820 | $1.91M | 0.4% | +99.9% | 0.014% | |
5/14/2025 | RWA Wealth Partners LLC | 34,065 | $2.11M | 0.0% | +11.0% | 0.015% | |
5/14/2025 | Mizuho Bank Ltd. | 1,100,000 | $68.08M | 15.4% | N/A | 0.492% | |
5/13/2025 | Aptus Capital Advisors LLC | 74,687 | $4.62M | 0.0% | +4.0% | 0.033% | |
5/13/2025 | Global View Capital Management LLC | 23,957 | $1.48M | 0.5% | +319.9% | 0.011% | |
5/13/2025 | Raymond James Financial Inc. | 933,461 | $57.77M | 0.0% | +11.1% | 0.418% | |
5/13/2025 | Cresset Asset Management LLC | 454,934 | $28.16M | 0.1% | N/A | 0.204% | |
5/13/2025 | Alliance Wealth Advisors LLC UT | 71,623 | $4.43M | 1.2% | +9.0% | 0.032% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 67,268 | $4.16M | 0.1% | -1.9% | 0.030% | |
5/13/2025 | American Investment Services Inc. | 671,651 | $41.57M | 7.3% | -8.2% | 0.301% | |
5/13/2025 | Gen Wealth Partners Inc | 5,860 | $363K | 0.2% | +99.5% | 0.003% | |
5/13/2025 | LWM Advisory Services LLC | 161,714 | $10.01M | 7.0% | +17.9% | 0.072% | |
5/13/2025 | High Falls Advisors Inc | 6,010 | $372K | 0.1% | +36.5% | 0.003% | |
5/13/2025 | E Fund Management Co. Ltd. | 61,370 | $3.80M | 0.2% | -2.9% | 0.027% | |
5/13/2025 | Tokio Marine Asset Management Co. Ltd. | 12,200 | $755K | 0.0% | -4.7% | 0.005% | |
5/13/2025 | MSH Capital Advisors LLC | 10,249 | $634K | 0.2% | -14.7% | 0.005% | |
5/13/2025 | Resona Asset Management Co. Ltd. | 958,500 | $58.50M | 0.3% | +65.5% | 0.429% | |
5/13/2025 | HighTower Advisors LLC | 1,010,288 | $62.53M | 0.1% | +8.9% | 0.452% | |
5/12/2025 | Capital Planning Advisors LLC | 638,983 | $39.55M | 6.1% | -1.6% | 0.286% | |
5/12/2025 | Eagle Global Advisors LLC | 16,000 | $990K | 0.0% | +10.3% | 0.007% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,111 | $2.11M | 0.2% | -3.8% | 0.015% | |
5/12/2025 | Maia Wealth LLC | 24,450 | $1.56M | 0.3% | +92.5% | 0.011% | |
5/12/2025 | Barnett & Company Inc. | 3,571 | $221K | 0.2% | N/A | 0.002% | |
5/12/2025 | Avos Capital Management LLC | 90,425 | $5.60M | 3.7% | N/A | 0.040% | |
5/12/2025 | Biltmore Family Office LLC | 25,126 | $1.56M | 0.3% | N/A | 0.011% | |
5/12/2025 | Manhattan West Asset Management LLC | 3,373 | $209K | 0.1% | N/A | 0.002% | |
5/12/2025 | Benjamin Edwards Inc. | 996,596 | $61.68M | 0.9% | -27.6% | 0.446% | |
5/12/2025 | Townsquare Capital LLC | 501,477 | $31.04M | 0.3% | +1.6% | 0.224% | |
5/12/2025 | Bristlecone Advisors LLC | 3,740 | $231K | 0.0% | N/A | 0.002% | |
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. |
5/12/2025 | National Bank of Canada FI | 94,335 | $5.84M | 0.0% | -33.9% | 0.042% | |
5/12/2025 | WBH Advisory Inc. | 34,254 | $2.12M | 0.2% | N/A | 0.015% | |
5/12/2025 | Evernest Financial Advisors LLC | 371,367 | $22.98M | 8.2% | +8.1% | 0.166% | |
5/9/2025 | R. W. Roge & Company Inc. | 159,664 | $9.88M | 5.4% | -7.4% | 0.071% | |
5/9/2025 | Headlands Technologies LLC | 1,847 | $114K | 0.0% | -91.4% | 0.001% | |
5/9/2025 | Deutsche Bank AG | 240,382 | $14.88M | 0.0% | -5.9% | 0.108% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,055,916 | $65.35M | 0.0% | N/A | 0.473% | |
5/9/2025 | Total Investment Management Inc. | 13,469 | $834K | 0.1% | -32.0% | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 120,921 | $7.48M | 0.1% | +1.6% | 0.054% | |
5/9/2025 | Encompass More Asset Management | 183,329 | $11.35M | 3.4% | +8.1% | 0.082% | |