7/18/2025 | Warren Street Wealth Advisors LLC | 12,309 | $644K | 0.2% | +1.7% | 0.002% | |
7/18/2025 | Vicus Capital | 645,443 | $33.78M | 2.8% | +10.3% | 0.124% | |
7/18/2025 | Pure Financial Advisors LLC | 347,277 | $18.18M | 0.3% | -2.1% | 0.067% | |
7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 30,792 | $1.61M | 0.1% | +7.9% | 0.006% | |
7/18/2025 | SOA Wealth Advisors LLC. | 236,701 | $12.39M | 1.4% | -27.0% | 0.045% | |
7/18/2025 | Dogwood Wealth Management LLC | 235,365 | $12.45M | 6.1% | +9.1% | 0.045% | |
7/18/2025 | Trilogy Capital Inc. | 158,035 | $8.27M | 0.4% | +4.3% | 0.030% | |
7/18/2025 | Lowery Thomas LLC | 15,367 | $804K | 0.5% | -12.9% | 0.003% | |
7/18/2025 | Consolidated Portfolio Review Corp | 10,721 | $561K | 0.1% | +3.3% | 0.002% | |
7/18/2025 | Cooper Financial Group | 109,965 | $5.76M | 0.7% | -13.2% | 0.021% | |
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7/18/2025 | Truist Financial Corp | 390,837 | $20.46M | 0.0% | +1.9% | 0.075% | |
7/17/2025 | Greenleaf Trust | 19,105 | $1M | 0.0% | -4.5% | 0.004% | |
7/17/2025 | Capital Investment Advisors LLC | 6,821 | $357K | 0.0% | -39.5% | 0.001% | |
7/17/2025 | Centennial Wealth Advisory LLC | 130,380 | $6.82M | 2.2% | +17.3% | 0.026% | |
7/17/2025 | Asio Capital LLC | 3,903 | $204K | 0.0% | N/A | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 794,001 | $41.56M | 0.1% | -26.1% | 0.156% | |
7/17/2025 | Venture Visionary Partners LLC | 135,902 | $7.11M | 0.3% | +4.3% | 0.027% | |
7/17/2025 | Fifth Third Securities Inc. | 540,467 | $28.29M | 2.1% | +45.1% | 0.106% | |
7/17/2025 | ERn Financial LLC | 579,699 | $30.34M | 6.4% | +4.0% | 0.114% | |
7/17/2025 | Fiduciary Advisors Inc. | 502 | $26K | 0.0% | N/A | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 807 | $42K | 0.0% | +75.8% | 0.000% | |
7/17/2025 | Beacon Capital Management LLC | 2,167 | $113K | 0.0% | +138.7% | 0.000% | |
7/17/2025 | Tritonpoint Wealth LLC | 93,195 | $4.88M | 0.5% | +0.2% | 0.018% | |
7/17/2025 | Stone Summit Wealth LLC | 174,359 | $9.13M | 2.8% | -9.3% | 0.034% | |
7/17/2025 | Avior Wealth Management LLC | 619,361 | $32.42M | 1.1% | +2.0% | 0.122% | |
7/17/2025 | KWB Wealth | 1,469,549 | $75.05M | 8.6% | -3.3% | 0.289% | |
7/17/2025 | Tempus Wealth Planning LLC | 14,074 | $737K | 0.2% | -6.9% | 0.003% | |
7/16/2025 | Diversified Enterprises LLC | 10,050 | $526K | 0.0% | -14.6% | 0.002% | |
7/16/2025 | Independent Wealth Network Inc. | 140,868 | $7.37M | 2.7% | +3.4% | 0.028% | |
7/16/2025 | ORG Partners LLC | 8,840 | $467K | 0.1% | +14.0% | 0.002% | |
7/16/2025 | 1834 Investment Advisors Co. | 302,295 | $15.82M | 2.0% | -1.4% | 0.060% | |
7/16/2025 | GenWealth Group Inc. | 195,086 | $10.21M | 2.1% | +2.9% | 0.038% | |
7/16/2025 | FCG Investment Co | 39,584 | $2.07M | 1.1% | +5.9% | 0.008% | |
7/16/2025 | Novem Group | 230,881 | $12.08M | 1.5% | +3.6% | 0.045% | |
7/16/2025 | Freestate Advisors LLC | 327,023 | $17.12M | 15.3% | -1.6% | 0.064% | |
7/16/2025 | MKT Advisors LLC | 24,805 | $1.31M | 0.5% | +30.4% | 0.005% | |
7/16/2025 | MBE Wealth Management LLC | 423,743 | $22.18M | 9.6% | +3.0% | 0.083% | |
7/16/2025 | Colton Groome Financial Advisors LLC | 46,850 | $2.45M | 0.8% | -8.8% | 0.009% | |
7/16/2025 | Dakota Wealth Management | 635,558 | $33.27M | 0.7% | +39.1% | 0.125% | |
7/16/2025 | Perigon Wealth Management LLC | 65,283 | $3.42M | 0.1% | -11.2% | 0.013% | |
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7/16/2025 | Octavia Wealth Advisors LLC | 2,064,818 | $108.07M | 12.3% | +3.5% | 0.407% | |
7/16/2025 | Magnus Financial Group LLC | 1,770,576 | $92.67M | 8.1% | +2.7% | 0.349% | |
7/16/2025 | Motive Wealth Advisors | 138,516 | $7.25M | 3.3% | +26.3% | 0.027% | |
7/15/2025 | LeConte Wealth Management LLC | 12,786 | $669K | 0.5% | -12.3% | 0.003% | |
7/15/2025 | McAdam LLC | 330,910 | $17.32M | 0.9% | +23.1% | 0.065% | |
7/15/2025 | Signet Financial Management LLC | 510,733 | $26.73M | 3.4% | -6.6% | 0.101% | |
7/15/2025 | TD Private Client Wealth LLC | 2,602 | $136K | 0.0% | N/A | 0.001% | |
7/15/2025 | Mather Group LLC. | 12,227 | $640K | 0.0% | +72.2% | 0.002% | |
7/15/2025 | Lynch & Associates IN | 150,508 | $7.88M | 1.6% | +1.9% | 0.030% | |
7/15/2025 | BCS Wealth Management | 176,959 | $9.26M | 2.0% | +2.8% | 0.035% | |
7/15/2025 | Norden Group LLC | 44,416 | $2.33M | 0.3% | +25.9% | 0.009% | |
7/15/2025 | Legacy Financial Group LLC | 243,837 | $12.76M | 1.8% | +16.8% | 0.048% | |
7/15/2025 | Accurate Wealth Management LLC | 7,100 | $377K | 0.1% | +29.3% | 0.001% | |
7/15/2025 | Axis Wealth Partners LLC | 47,775 | $2.50M | 1.6% | +25.0% | 0.009% | |
7/15/2025 | Fifth Third Bancorp | 262,582 | $13.74M | 0.0% | -0.3% | 0.052% | |
7/15/2025 | Retirement Income Solutions Inc | 44,295 | $2.32M | 0.4% | -10.5% | 0.009% | |
7/15/2025 | Eaton Financial Holdings Company LLC | 253,953 | $13.29M | 4.1% | -8.7% | 0.050% | |
7/15/2025 | Gunma Bank Ltd. | 163,200 | $8.54M | 2.8% | -7.4% | 0.032% | |
7/15/2025 | Hofer & Associates. Inc | 209,027 | $10.94M | 6.8% | +2.0% | 0.041% | |
7/15/2025 | CGN Advisors LLC | 830,617 | $43.47M | 3.9% | +8.2% | 0.164% | |
7/14/2025 | Occidental Asset Management LLC | 106,574 | $5.58M | 0.8% | +2.7% | 0.021% | |
7/14/2025 | E&G Advisors LP | 32,442 | $1.70M | 0.4% | -0.6% | 0.006% | |
7/14/2025 | Opal Wealth Advisors LLC | 51,319 | $2.69M | 0.7% | +7.0% | 0.010% | |
7/14/2025 | Buttonwood Financial Group LLC | 102,531 | $5.42M | 2.7% | +2.0% | 0.020% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 59,176 | $3.10M | 0.6% | -3.3% | 0.012% | |
7/14/2025 | AdvisorNet Financial Inc | 48,053 | $2.52M | 0.2% | +3.3% | 0.009% | |
7/14/2025 | Chris Bulman Inc | 4,120 | $216K | 0.1% | -26.1% | 0.001% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 17,367 | $909K | 0.1% | -36.3% | 0.003% | |
7/14/2025 | Cobblestone Asset Management LLC | 162,352 | $8.50M | 4.5% | +5.0% | 0.032% | |
7/14/2025 | Park Avenue Securities LLC | 106,305 | $5.56M | 0.1% | +7.6% | 0.021% | |
7/14/2025 | Sterling Group Wealth Management LLC | 108,559 | $5.68M | 3.1% | -42.2% | 0.021% | |
7/14/2025 | Sowell Financial Services LLC | 15,645 | $819K | 0.0% | -7.4% | 0.003% | |
7/11/2025 | Williams Financial LLC | 354,528 | $18.56M | 20.2% | -15.2% | 0.070% | |
7/11/2025 | Farther Finance Advisors LLC | 154,854 | $8.11M | 0.2% | +22.9% | 0.031% | |
7/11/2025 | Silver Oak Securities Incorporated | 336,728 | $17.62M | 1.4% | +22.2% | 0.066% | |
7/11/2025 | Windsor Capital Management LLC | 344,305 | $18.02M | 5.3% | +1.0% | 0.068% | |
7/11/2025 | Pinnacle Bancorp Inc. | 10,746 | $562K | 0.2% | -12.7% | 0.002% | |
7/11/2025 | Lantz Financial LLC | 14,657 | $767K | 0.2% | +7.3% | 0.003% | |
7/11/2025 | AA Financial Advisors LLC | 135,009 | $7.07M | 1.5% | -4.9% | 0.027% | |
7/11/2025 | Bell Bank | 1,516,195 | $79.36M | 3.7% | +5.1% | 0.299% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,076 | $55K | 0.0% | N/A | 0.000% | |
7/10/2025 | YHB Investment Advisors Inc. | 8,581 | $449K | 0.0% | N/A | 0.002% | |
7/10/2025 | HF Advisory Group LLC | 12,645 | $662K | 0.3% | +2.2% | 0.002% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 20,309 | $1.06M | 0.1% | -58.6% | 0.004% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 13,716 | $718K | 0.3% | -20.9% | 0.003% | |
7/10/2025 | Exchange Traded Concepts LLC | 695,083 | $36.38M | 0.4% | N/A | 0.137% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,456,511 | $237.13M | 0.4% | +26.1% | 0.878% | |
7/10/2025 | Atticus Wealth Management LLC | 272,487 | $14.26M | 3.9% | +0.9% | 0.054% | |
7/10/2025 | Sharkey Howes & Javer | 84,663 | $4.43M | 0.6% | +9.1% | 0.017% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 133,154 | $6.97M | 2.5% | +9.0% | 0.026% | |
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. |
7/10/2025 | Tompkins Financial Corp | 526 | $28K | 0.0% | +4,681.8% | 0.000% | |
7/10/2025 | Uptown Financial Advisors LLC | 142,144 | $7.44M | 6.4% | +9.8% | 0.028% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 59,458 | $3.11M | 1.0% | +153.0% | 0.012% | |
7/10/2025 | Signal Advisors Wealth LLC | 281,530 | $14.74M | 1.2% | -41.2% | 0.055% | |
7/9/2025 | Towerpoint Wealth LLC | 21,306 | $1.12M | 0.5% | -3.0% | 0.004% | |
7/9/2025 | Seaside Wealth Management Inc. | 38,594 | $2.02M | 0.6% | -8.5% | 0.008% | |
7/9/2025 | Affinity Capital Advisors LLC | 36,093 | $1.89M | 0.3% | +174.4% | 0.007% | |
7/9/2025 | Westbourne Investments Inc. | 4,075 | $213K | 0.1% | N/A | 0.001% | |
7/9/2025 | Breakwater Capital Group | 55,154 | $2.89M | 0.5% | +1.6% | 0.011% | |
7/9/2025 | Balefire LLC | 10,297 | $539K | 0.1% | N/A | 0.002% | |