5/21/2025 | Geneos Wealth Management Inc. | 8,550 | $418K | 0.0% | -5.6% | 0.072% | |
5/16/2025 | Jones Financial Companies Lllp | 2,070 | $103K | 0.0% | -74.6% | 0.017% | |
5/16/2025 | NewEdge Advisors LLC | 275,714 | $13.49M | 0.1% | -2.9% | 2.301% | |
5/15/2025 | Royal Bank of Canada | 173,328 | $8.48M | 0.0% | +0.8% | 1.447% | |
5/14/2025 | Freedom Investment Management Inc. | 10,328 | $505K | 0.0% | -6.4% | 0.086% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,195 | $646K | 0.0% | +5.1% | 0.110% | |
5/14/2025 | Kestra Advisory Services LLC | 220,939 | $10.81M | 0.1% | +1.2% | 1.844% | |
5/14/2025 | Capital Wealth Alliance LLC | 10,698 | $523K | 0.3% | -39.3% | 0.089% | |
5/14/2025 | PGIM Custom Harvest LLC | 38,962 | $1.91M | 0.0% | -21.8% | 0.325% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 51,241 | $2.51M | 1.1% | -2.4% | 0.428% | |
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5/13/2025 | Raymond James Financial Inc. | 145,928 | $7.14M | 0.0% | -5.7% | 1.218% | |
5/13/2025 | Comprehensive Wealth Management LLC | 33,122 | $1.62M | 1.1% | +23.1% | 0.276% | |
5/12/2025 | National Bank of Canada FI | 22,562 | $1.10M | 0.0% | +10.9% | 0.188% | |
5/12/2025 | Evernest Financial Advisors LLC | 57,830 | $2.83M | 1.0% | +6.3% | 0.483% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,060 | $688K | 0.0% | +227.7% | 0.117% | |
5/9/2025 | PNC Financial Services Group Inc. | 955 | $47K | 0.0% | N/A | 0.008% | |
5/8/2025 | IFG Advisory LLC | 14,215 | $696K | 0.0% | +3.4% | 0.119% | |
5/8/2025 | US Bancorp DE | 1,107 | $54K | 0.0% | +53.5% | 0.009% | |
5/8/2025 | Private Advisory Group LLC | 64,031 | $3.13M | 0.4% | -0.7% | 0.534% | |
5/7/2025 | LPL Financial LLC | 386,356 | $18.90M | 0.0% | +2.5% | 3.225% | |
5/6/2025 | Cetera Investment Advisers | 41,175 | $2.02M | 0.0% | +40.0% | 0.344% | |
5/5/2025 | FAS Wealth Partners Inc. | 5,825 | $285K | 0.0% | -13.9% | 0.049% | |
5/5/2025 | Private Advisor Group LLC | 44,614 | $2.18M | 0.0% | -3.6% | 0.372% | |
5/2/2025 | Kingsview Wealth Management LLC | 11,601 | $568K | 0.0% | +5.0% | 0.097% | |
5/2/2025 | Burns Matteson Capital Management LLC | 30,064 | $1.47M | 0.7% | -1.1% | 0.251% | |
4/30/2025 | Stratos Wealth Partners LTD. | 8,530 | $417K | 0.0% | +36.5% | 0.071% | |
4/30/2025 | Interchange Capital Partners LLC | 12,881 | $630K | 0.2% | -2.2% | 0.108% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,211 | $695K | 0.0% | +11.2% | 0.119% | |
4/28/2025 | TKG Advisors LLC | 81,757 | $4M | 2.0% | +3.2% | 0.682% | |
4/28/2025 | North Capital Inc. | 830 | $41K | 0.0% | N/A | 0.007% | |
4/28/2025 | Clear Creek Financial Management LLC | 95,644 | $4.68M | 0.5% | +81.6% | 0.798% | |
4/25/2025 | G&S Capital LLC | 58,512 | $2.86M | 1.2% | -0.7% | 0.488% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 16,540 | $805K | 0.0% | -14.7% | 0.127% | |
4/23/2025 | Live Oak Investment Partners | 22,874 | $1.12M | 0.9% | -9.1% | 0.175% | |
4/23/2025 | Spire Wealth Management | 4,826 | $236K | 0.0% | -11.1% | 0.037% | |
4/23/2025 | Oppenheimer & Co. Inc. | 39,083 | $1.91M | 0.0% | -16.6% | 0.299% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 44,711 | $2.19M | 0.0% | -2.8% | 0.342% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,861 | $434K | 0.0% | N/A | 0.068% | |
4/21/2025 | Friedenthal Financial | 27,118 | $1.33M | 0.8% | -6.4% | 0.207% | |
4/17/2025 | Access Financial Services Inc. | 34,786 | $1.70M | 0.7% | -2.7% | 0.266% | |
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4/15/2025 | Davis Investment Partners LLC | 293,746 | $13.87M | 6.0% | +0.1% | 2.247% | |
4/15/2025 | Traction Financial Partners LLC | 32,102 | $1.57M | 1.2% | -10.7% | 0.246% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 75,608 | $3.70M | 0.1% | -55.5% | 0.578% | |
4/14/2025 | Farther Finance Advisors LLC | 65,198 | $3.21M | 0.1% | N/A | 0.499% | |
4/14/2025 | Park Avenue Securities LLC | 7,089 | $347K | 0.0% | N/A | 0.054% | |
4/11/2025 | SeaCrest Wealth Management LLC | 10,958 | $536K | 0.1% | -5.2% | 0.084% | |
4/11/2025 | Affinity Wealth Management LLC | 632,492 | $30.95M | 5.7% | +1.6% | 4.839% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 136,137 | $6.83M | 0.0% | -1.7% | 1.056% | |
2/18/2025 | First Heartland Consultants Inc. | 11,188 | $562K | 0.1% | +5.4% | 0.074% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 123,854 | $6.40M | 0.5% | N/A | 0.817% | |
2/17/2025 | CoreCap Advisors LLC | 1,225 | $61K | 0.0% | +22.5% | 0.008% | |
2/17/2025 | Cetera Investment Advisers | 29,403 | $1.48M | 0.0% | +1.0% | 0.194% | |
2/17/2025 | Citadel Advisors LLC | 11,087 | $557K | 0.0% | N/A | 0.073% | |
2/17/2025 | Bank of America Corp DE | 839,011 | $42.12M | 0.0% | -0.6% | 5.534% | |
2/17/2025 | Ameriprise Financial Inc. | 236,212 | $11.85M | 0.0% | -2.1% | 1.558% | |
2/14/2025 | Comerica Bank | 1,587 | $80K | 0.0% | -43.6% | 0.010% | |
2/14/2025 | Lido Advisors LLC | 25,804 | $1.30M | 0.0% | +17.7% | 0.170% | |
2/14/2025 | Stifel Financial Corp | 30,964 | $1.55M | 0.0% | -0.8% | 0.204% | |
2/14/2025 | Freedom Investment Management Inc. | 11,036 | $554K | 0.0% | -13.6% | 0.073% | |
2/13/2025 | NewEdge Advisors LLC | 283,842 | $14.25M | 0.1% | +0.2% | 1.872% | |
2/13/2025 | Mariner LLC | 6,959 | $349K | 0.0% | +8.3% | 0.046% | |
2/13/2025 | Raymond James Financial Inc. | 154,785 | $7.77M | 0.0% | N/A | 1.021% | |
2/13/2025 | Wells Fargo & Company MN | 227,101 | $11.40M | 0.0% | -9.4% | 1.498% | |
2/12/2025 | JPMorgan Chase & Co. | 7,310 | $367K | 0.0% | -6.9% | 0.048% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 10,133 | $509K | 0.0% | +5.8% | 0.067% | |
2/11/2025 | Interchange Capital Partners LLC | 13,173 | $660K | 0.2% | -28.4% | 0.087% | |
2/11/2025 | LPL Financial LLC | 376,864 | $18.92M | 0.0% | +6.8% | 2.486% | |
2/11/2025 | Comprehensive Wealth Management LLC | 26,914 | $1.35M | 1.0% | +2.4% | 0.178% | |
2/10/2025 | Corient Private Wealth LLC | 7,095 | $356K | 0.0% | -31.0% | 0.047% | |
2/10/2025 | Commonwealth Equity Services LLC | 97,586 | $4.90M | 0.0% | -13.0% | 0.644% | |
2/10/2025 | Avantax Advisory Services Inc. | 9,856 | $495K | 0.0% | -7.5% | 0.065% | |
2/6/2025 | Raymond James Financial Inc. | 154,785 | $7.77M | 0.0% | N/A | 1.021% | |
2/5/2025 | Oppenheimer & Co. Inc. | 46,863 | $2.35M | 0.0% | +1.8% | 0.309% | |
2/4/2025 | Wealthspire Advisors LLC | 8,485 | $426K | 0.0% | N/A | 0.056% | |
2/3/2025 | Meitav Investment House Ltd. | 895,657 | $44.96M | 0.8% | +4.1% | 5.908% | |
2/3/2025 | Private Advisor Group LLC | 46,287 | $2.32M | 0.0% | -5.0% | 0.305% | |
2/3/2025 | TKG Advisors LLC | 79,236 | $4.21M | 2.0% | +1.6% | 0.523% | |
1/31/2025 | Global Retirement Partners LLC | 22,974 | $1.15M | 0.0% | +50.6% | 0.152% | |
1/31/2025 | Traction Financial Partners LLC | 35,947 | $1.81M | 1.4% | -4.9% | 0.237% | |
1/31/2025 | Atria Wealth Solutions Inc. | 4,291 | $215K | 0.0% | -31.7% | 0.028% | |
1/30/2025 | Strategic Financial Concepts LLC | 11,546 | $580K | 0.0% | N/A | 0.076% | |
1/30/2025 | TigerOak Management L.L.C. | 120,235 | $6.04M | 2.2% | N/A | 0.793% | |
1/30/2025 | G&S Capital LLC | 58,921 | $2.96M | 1.2% | +3.0% | 0.389% | |
1/29/2025 | Burns Matteson Capital Management LLC | 30,407 | $1.53M | 0.7% | -4.3% | 0.201% | |
1/28/2025 | Kingsview Wealth Management LLC | 11,049 | $555K | 0.0% | +2.0% | 0.073% | |
1/28/2025 | Strategic Financial Concepts LLC | 11,546 | $580K | 0.0% | N/A | 0.076% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 19,380 | $973K | 0.0% | -41.4% | 0.128% | |
1/27/2025 | Stratos Wealth Partners LTD. | 6,249 | $314K | 0.0% | N/A | 0.041% | |
1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 5,085 | $255K | 0.1% | +10.6% | 0.034% | |
1/24/2025 | Clear Creek Financial Management LLC | 52,669 | $2.64M | 0.3% | N/A | 0.347% | |
I was wrong. Dead wrong. (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. |
1/23/2025 | Evernest Financial Advisors LLC | 54,422 | $2.73M | 0.7% | +4.3% | 0.359% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 52,510 | $2.64M | 1.2% | -1.8% | 0.346% | |
1/21/2025 | Affinity Wealth Management LLC | 622,622 | $31.26M | 5.5% | -0.7% | 4.107% | |
1/21/2025 | Geneos Wealth Management Inc. | 9,056 | $455K | 0.0% | +8.7% | 0.060% | |
1/21/2025 | Carmel Capital Management L.L.C. | 167,785 | $8.42M | 3.2% | -4.6% | 1.107% | |
1/16/2025 | Access Financial Services Inc. | 35,749 | $1.80M | 0.8% | -3.4% | 0.236% | |
1/15/2025 | Choice Wealth Advisors LLC | 42,037 | $2.11M | 1.1% | -4.2% | 0.277% | |
1/15/2025 | Walker Asset Management LLC | 24,652 | $1.24M | 0.8% | +1.1% | 0.163% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 169,717 | $8.52M | 0.2% | +0.6% | 1.120% | |
1/14/2025 | SignalPoint Asset Management LLC | 66,484 | $3.34M | 0.8% | -3.5% | 0.439% | |