5/27/2025 | SWS Partners | 4,431 | $236K | 0.1% | -12.1% | 0.012% | |
5/22/2025 | Mattson Financial Services LLC | 4,621 | $246K | 0.1% | -33.2% | 0.013% | |
5/21/2025 | MBL Wealth LLC | 116,778 | $6.22M | 0.6% | -2.3% | 0.328% | |
5/20/2025 | Belpointe Asset Management LLC | 34,787 | $1.85M | 0.1% | N/A | 0.098% | |
5/20/2025 | Focus Partners Wealth | 22,731 | $1.21M | 0.0% | -5.6% | 0.064% | |
5/19/2025 | Advisory Alpha LLC | 32,509 | $1.73M | 0.1% | -12.8% | 0.091% | |
5/16/2025 | Empowered Funds LLC | 29,213 | $1.56M | 0.0% | N/A | 0.082% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,170 | $222K | 0.0% | -9.4% | 0.012% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 72,326 | $3.85M | 0.1% | -10.4% | 0.203% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,300 | $761K | 0.0% | N/A | 0.040% | |
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5/16/2025 | Jones Financial Companies Lllp | 4,354 | $232K | 0.0% | -71.3% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 82,220 | $4.38M | 0.0% | +8.6% | 0.231% | |
5/16/2025 | Advisors Asset Management Inc. | 66,605 | $3.55M | 0.1% | +104.0% | 0.187% | |
5/15/2025 | LGL Partners LLC | 16,566 | $882K | 0.4% | +1.8% | 0.047% | |
5/15/2025 | Royal Bank of Canada | 270,212 | $14.38M | 0.0% | +8.7% | 0.759% | |
5/15/2025 | Baird Financial Group Inc. | 6,340 | $337K | 0.0% | -32.1% | 0.018% | |
5/15/2025 | Evergreen Capital Management LLC | 473,562 | $25.21M | 0.8% | -5.0% | 1.329% | |
5/14/2025 | CreativeOne Wealth LLC | 4,637 | $247K | 0.0% | -6.2% | 0.013% | |
5/14/2025 | Comerica Bank | 98,291 | $5.23M | 0.0% | +2.0% | 0.276% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 510 | $27K | 0.0% | -88.7% | 0.001% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 8,844 | $471K | 0.0% | -7.3% | 0.025% | |
5/14/2025 | Venture Visionary Partners LLC | 9,830 | $523K | 0.0% | -50.0% | 0.028% | |
5/13/2025 | SFI Advisors LLC | 13,654 | $727K | 0.5% | +43.3% | 0.039% | |
5/13/2025 | Cascade Financial Partners LLC | 106,182 | $5.65M | 0.7% | -1.8% | 0.299% | |
5/13/2025 | Raymond James Financial Inc. | 751,173 | $39.99M | 0.0% | +9.7% | 2.118% | |
5/13/2025 | Trivium Point Advisory LLC | 65,615 | $3.49M | 0.4% | +6.1% | 0.185% | |
5/13/2025 | Sei Investments Co. | 94,209 | $5.02M | 0.0% | +14.2% | 0.266% | |
5/13/2025 | HighTower Advisors LLC | 56,687 | $3.02M | 0.0% | -4.1% | 0.160% | |
5/12/2025 | SouthState Corp | 975 | $52K | 0.0% | N/A | 0.003% | |
5/12/2025 | Berger Financial Group Inc | 4,019 | $214K | 0.0% | N/A | 0.011% | |
5/12/2025 | AlphaCore Capital LLC | 38,600 | $2.06M | 0.2% | N/A | 0.109% | |
5/12/2025 | WBH Advisory Inc. | 9,217 | $491K | 0.0% | -3.2% | 0.026% | |
5/9/2025 | MGB Wealth Management LLC | 1,630 | $87K | 0.0% | +22.6% | 0.005% | |
5/9/2025 | Endowment Wealth Management Inc. | 10,844 | $577K | 0.4% | +2.7% | 0.031% | |
5/9/2025 | Atria Wealth Solutions Inc. | 22,665 | $1.21M | 0.0% | -4.0% | 0.064% | |
5/9/2025 | Blair William & Co. IL | 27,774 | $1.48M | 0.0% | -3.8% | 0.078% | |
5/8/2025 | MONECO Advisors LLC | 29,200 | $1.55M | 0.2% | +287.5% | 0.082% | |
5/8/2025 | Harbour Investments Inc. | 20,027 | $1.07M | 0.0% | +2.3% | 0.056% | |
5/7/2025 | LPL Financial LLC | 885,205 | $47.12M | 0.0% | +15.9% | 2.496% | |
5/7/2025 | Alteri Wealth LLC | 4,026 | $214K | 0.1% | N/A | 0.011% | |
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5/7/2025 | HB Wealth Management LLC | 13,409 | $714K | 0.0% | -3.1% | 0.038% | |
5/6/2025 | Assetmark Inc. | 97,797 | $5.21M | 0.0% | +222,165.9% | 0.276% | |
5/6/2025 | Cetera Investment Advisers | 374,434 | $19.93M | 0.0% | +4.0% | 1.056% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,919 | $422K | 0.0% | +10.5% | 0.022% | |
5/6/2025 | Pinnacle Associates Ltd. | 82,012 | $4.37M | 0.1% | +0.8% | 0.231% | |
5/6/2025 | Guild Investment Management Inc. | 51,610 | $2.75M | 2.9% | -1.0% | 0.146% | |
5/6/2025 | Black Swift Group LLC | 42,800 | $2.28M | 0.5% | -1.1% | 0.121% | |
5/6/2025 | Madison Asset Management LLC | 217,710 | $11.59M | 0.1% | +20.3% | 0.614% | |
5/5/2025 | J.W. Cole Advisors Inc. | 19,816 | $1.06M | 0.0% | +29.1% | 0.056% | |
5/5/2025 | IFP Advisors Inc | 5,479 | $292K | 0.0% | -8.6% | 0.015% | |
5/5/2025 | Private Advisor Group LLC | 95,919 | $5.11M | 0.0% | +186.7% | 0.270% | |
5/5/2025 | Nwam LLC | 4,719 | $251K | 0.0% | -20.2% | 0.013% | |
5/2/2025 | Tectonic Advisors LLC | 249,364 | $13.27M | 0.8% | +7.6% | 0.703% | |
5/2/2025 | Wealthfront Advisers LLC | 22,049 | $1.17M | 0.0% | +9.0% | 0.062% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 12,860 | $685K | 0.2% | N/A | 0.036% | |
5/2/2025 | Apollon Wealth Management LLC | 15,035 | $800K | 0.0% | -4.9% | 0.042% | |
5/1/2025 | CWM LLC | 792 | $42K | 0.0% | N/A | 0.002% | |
5/1/2025 | Stephens Inc. AR | 108,731 | $5.79M | 0.1% | +5.2% | 0.307% | |
5/1/2025 | Barry Investment Advisors LLC | 182,522 | $9.72M | 2.6% | +4.3% | 0.515% | |
4/30/2025 | Cerity Partners LLC | 35,332 | $1.88M | 0.0% | -14.2% | 0.100% | |
4/30/2025 | Hara Capital LLC | 675 | $36K | 0.0% | -45.1% | 0.002% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,898 | $1.27M | 0.0% | -5.6% | 0.067% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 64,464 | $3.43M | 0.4% | +6.1% | 0.182% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,152 | $594K | 0.0% | +160.7% | 0.031% | |
4/29/2025 | Envestnet Asset Management Inc. | 477,560 | $25.42M | 0.0% | -2.8% | 1.347% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 37,720 | $2.01M | 0.4% | +4.0% | 0.106% | |
4/29/2025 | Silver Oak Securities Incorporated | 20,019 | $1.07M | 0.1% | +40.3% | 0.056% | |
4/28/2025 | D.A. Davidson & CO. | 78,493 | $4.18M | 0.0% | +26.6% | 0.221% | |
4/28/2025 | Private Trust Co. NA | 766 | $41K | 0.0% | -20.7% | 0.002% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 10,338 | $516K | 0.2% | +77.8% | 0.029% | |
4/25/2025 | Advisors Management Group Inc. ADV | 250,379 | $13.33M | 2.9% | +2.3% | 0.706% | |
4/25/2025 | Tradewinds Capital Management LLC | 57,804 | $3.08M | 0.8% | N/A | 0.163% | |
4/25/2025 | Almanack Investment Partners LLC. | 122,727 | $6.53M | 1.3% | +2.3% | 0.346% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 130,429 | $6.94M | 1.2% | +494.7% | 0.368% | |
4/24/2025 | Sunbelt Securities Inc. | 7,397 | $394K | 0.0% | -59.0% | 0.021% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 18,300 | $979K | 0.0% | -7.6% | 0.052% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 225,106 | $11.98M | 0.9% | +3,801.3% | 0.635% | |
4/22/2025 | Whalen Wealth Management Inc. | 44,869 | $2.39M | 1.6% | -25.8% | 0.127% | |
4/22/2025 | Flagship Harbor Advisors LLC | 3,850 | $205K | 0.0% | N/A | 0.011% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,191 | $2.30M | 0.0% | -8.7% | 0.122% | |
4/22/2025 | Register Financial Advisors LLC | 1,385 | $74K | 0.0% | N/A | 0.004% | |
4/21/2025 | L.M. Kohn & Company | 5,445 | $290K | 0.1% | +12.4% | 0.015% | |
4/21/2025 | Silver Oak Securities Incorporated | 52,449 | $2.71M | 0.2% | +267.5% | 0.148% | |
4/21/2025 | Friedenthal Financial | 11,497 | $612K | 0.4% | -2.7% | 0.032% | |
4/18/2025 | Demars Financial Group LLC | 608,525 | $32.39M | 0.1% | N/A | 1.717% | |
4/17/2025 | Inscription Capital LLC | 16,733 | $891K | 0.1% | N/A | 0.047% | |
4/17/2025 | Columbus Macro LLC | 260,561 | $13.87M | 1.8% | +4.2% | 0.735% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 212,275 | $11.30M | 0.0% | +12.5% | 0.599% | |
4/16/2025 | Rockland Trust Co. | 16,614 | $884K | 0.0% | -25.9% | 0.047% | |
4/15/2025 | Sonora Investment Management Group LLC | 96,399 | $5.13M | 0.4% | +18.3% | 0.272% | |
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. |
4/15/2025 | Attessa Capital LLC | 50,065 | $2.67M | 1.7% | -1.2% | 0.141% | |
4/14/2025 | Farther Finance Advisors LLC | 14,850 | $799K | 0.0% | -7.3% | 0.042% | |
4/11/2025 | Principia Wealth Advisory LLC | 32,423 | $1.73M | 1.6% | -50.6% | 0.091% | |
4/10/2025 | Charles Schwab Trust Co | 32,621 | $1.74M | 0.1% | N/A | 0.092% | |
4/10/2025 | Naples Global Advisors LLC | 9,809 | $522K | 0.0% | -2.3% | 0.028% | |
4/9/2025 | RFG Advisory LLC | 167,122 | $8.90M | 0.2% | +5.6% | 0.471% | |
4/9/2025 | Gradient Investments LLC | 430,352 | $22.91M | 0.5% | +4.1% | 1.214% | |
4/9/2025 | Strong Tower Advisory Services | 43,642 | $2.32M | 0.6% | +12.8% | 0.123% | |
4/9/2025 | NBC Securities Inc. | 640 | $34K | 0.0% | N/A | 0.002% | |
4/9/2025 | Worth Asset Management LLC | 7,103 | $378K | 0.2% | -6.1% | 0.020% | |