5/23/2025 | Strategic Financial Services Inc. | 26,162 | $1.30M | 0.1% | +31.4% | 0.004% | |
5/21/2025 | McAdam LLC | 85,660 | $4.25M | 0.3% | -28.9% | 0.012% | |
5/21/2025 | Geneos Wealth Management Inc. | 122,326 | $6.07M | 0.2% | +74.8% | 0.017% | |
5/20/2025 | Tenret Co LLC | 252,224 | $12.52M | 7.6% | +19.5% | 0.034% | |
5/20/2025 | Fortis Capital Advisors LLC | 8,732 | $433K | 0.1% | N/A | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 24,635 | $1.22M | 0.1% | +12.7% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 909,113 | $45.11M | 0.1% | +293.6% | 0.124% | |
5/20/2025 | Strive Asset Management LLC | 5,345 | $265K | 0.2% | -94.9% | 0.001% | |
5/20/2025 | Glenview Trust co | 65,035 | $3.23M | 0.1% | +118.9% | 0.009% | |
5/19/2025 | Jane Street Group LLC | 187,400 | $9.30M | 0.0% | +1,498.4% | 0.026% | |
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5/19/2025 | SageView Advisory Group LLC | 86,729 | $4.30M | 0.2% | -0.9% | 0.012% | |
5/19/2025 | Advisory Alpha LLC | 9,610 | $477K | 0.0% | -5.1% | 0.001% | |
5/19/2025 | Trinity Financial Advisors LLC | 150,865 | $7.51M | 2.7% | +39.1% | 0.021% | |
5/19/2025 | Alaethes Wealth LLC | 132,194 | $6.56M | 2.4% | +9.7% | 0.018% | |
5/19/2025 | SCS Capital Management LLC | 2,342,086 | $116.21M | 1.5% | -0.9% | 0.320% | |
5/16/2025 | McIlrath & Eck LLC | 35,525 | $1.76M | 0.2% | -6.3% | 0.005% | |
5/16/2025 | Ascent Group LLC | 109,486 | $5.43M | 0.2% | +1,394.3% | 0.015% | |
5/16/2025 | Arete Wealth Advisors LLC | 6,382 | $317K | 0.0% | +51.6% | 0.001% | |
5/16/2025 | Bell Investment Advisors Inc | 4,274 | $212K | 0.0% | -42.1% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 9,028 | $448K | 0.0% | -39.4% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 102,477 | $5.09M | 0.2% | +197.5% | 0.014% | |
5/16/2025 | Goldman Sachs Group Inc. | 977,027 | $48.48M | 0.0% | -1.6% | 0.134% | |
5/16/2025 | Kestra Investment Management LLC | 788,564 | $39.13M | 1.2% | +2.8% | 0.108% | |
5/16/2025 | Jones Financial Companies Lllp | 3,928,838 | $194.95M | 0.2% | +14.1% | 0.537% | |
5/16/2025 | Financial Strategies Group Inc. | 48,510 | $2.36M | 0.6% | +7.0% | 0.007% | |
5/16/2025 | Sepio Capital LP | 74,996 | $3.72M | 0.3% | -9.9% | 0.010% | |
5/16/2025 | Sheridan Capital Management LLC | 5,050 | $251K | 0.2% | N/A | 0.001% | |
5/16/2025 | Ruggaard & Associates LLC | 5,440 | $270K | 0.1% | N/A | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 408,480 | $20.27M | 0.1% | -6.2% | 0.056% | |
5/16/2025 | Integrated Wealth Concepts LLC | 1,106,794 | $54.92M | 0.6% | +17.0% | 0.151% | |
5/16/2025 | Hancock Whitney Corp | 59,773 | $2.97M | 0.1% | -0.8% | 0.008% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 876,063 | $43.47M | 3.7% | +1.6% | 0.120% | |
5/16/2025 | AQR Capital Management LLC | 125,935 | $6.25M | 0.0% | +255.6% | 0.017% | |
5/16/2025 | Ancora Advisors LLC | 5,917 | $294K | 0.0% | +18.6% | 0.001% | |
5/16/2025 | Aprio Wealth Management LLC | 165,111 | $8.19M | 1.0% | +30.6% | 0.023% | |
5/15/2025 | EP Wealth Advisors LLC | 778,873 | $38.65M | 0.3% | -3.4% | 0.107% | |
5/15/2025 | Ashton Thomas Securities LLC | 54,441 | $2.70M | 0.7% | +3.2% | 0.007% | |
5/15/2025 | Core Wealth Advisors Inc. | 27,573 | $1.37M | 0.4% | -6.3% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 43,836 | $2.18M | 0.0% | -14.9% | 0.006% | |
5/15/2025 | Flputnam Investment Management Co. | 58,357 | $2.90M | 0.1% | -18.8% | 0.008% | |
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5/15/2025 | Royal Bank of Canada | 1,710,860 | $84.89M | 0.0% | +15.9% | 0.234% | |
5/15/2025 | Betterment LLC | 105,892 | $5.25M | 0.0% | +53.3% | 0.014% | |
5/15/2025 | MAI Capital Management | 101,836 | $5.05M | 0.0% | +8.1% | 0.014% | |
5/15/2025 | Calton & Associates Inc. | 7,630 | $379K | 0.1% | +28.4% | 0.001% | |
5/15/2025 | Certior Financial Group LLC | 38,674 | $1.92M | 1.6% | +48.5% | 0.005% | |
5/15/2025 | Baird Financial Group Inc. | 1,679,830 | $83.35M | 0.2% | +0.1% | 0.230% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,111 | $154K | 0.1% | +250.7% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 17,871 | $887K | 0.8% | N/A | 0.002% | |
5/15/2025 | TD Capital Management LLC | 86,633 | $4.30M | 0.4% | +3.5% | 0.012% | |
5/15/2025 | Tortoise Investment Management LLC | 70,240 | $3.49M | 0.4% | -1.1% | 0.010% | |
5/15/2025 | Hanover Advisors Inc. | 21,791 | $1.08M | 0.5% | +9.3% | 0.003% | |
5/14/2025 | Note Advisors LLC | 33,694 | $1.67M | 1.4% | -8.3% | 0.005% | |
5/14/2025 | Valley Financial Group Inc. | 4,449 | $221K | 0.1% | +5.5% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 18,560 | $921K | 0.0% | +5.3% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 37,403 | $1.86M | 0.1% | +0.9% | 0.005% | |
5/14/2025 | Per Stirling Capital Management LLC. | 78,471 | $3.89M | 0.6% | -6.5% | 0.011% | |
5/14/2025 | PKS Advisory Services LLC | 15,361 | $762K | 0.2% | +42.3% | 0.002% | |
5/14/2025 | Jane Street Group LLC | 187,400 | $9.30M | 0.0% | +1,498.4% | 0.026% | |
5/14/2025 | Bank of Hawaii | 474,746 | $23.56M | 1.4% | -7.2% | 0.065% | |
5/14/2025 | Full Sail Capital LLC | 1,424,953 | $70.71M | 4.6% | +5.0% | 0.195% | |
5/14/2025 | Comerica Bank | 291,836 | $14.48M | 0.1% | +27.8% | 0.040% | |
5/14/2025 | Synovus Financial Corp | 10,169 | $505K | 0.0% | +7.0% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 34,497,385 | $1.71B | 1.4% | +2.5% | 4.718% | |
5/14/2025 | Ariston Services Group | 10,751 | $533K | 0.4% | +58.2% | 0.001% | |
5/14/2025 | Sax Wealth Advisors LLC | 19,499 | $968K | 0.1% | +3.2% | 0.003% | |
5/14/2025 | Titan Global Capital Management USA LLC | 24,076 | $1.20M | 0.2% | +12.4% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 355,240 | $17.63M | 0.1% | +2.2% | 0.049% | |
5/14/2025 | Rede Wealth LLC | 58,775 | $2.92M | 1.0% | +20.3% | 0.008% | |
5/14/2025 | 1832 Asset Management L.P. | 5,536 | $275K | 0.0% | N/A | 0.001% | |
5/14/2025 | Compound Planning Inc. | 247,309 | $12.27M | 0.6% | +21.1% | 0.034% | |
5/14/2025 | Barnes Wealth Management Group Inc | 14,287 | $709K | 0.5% | -9.5% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 3,532,252 | $175.27M | 0.0% | -2.2% | 0.483% | |
5/14/2025 | Bragg Financial Advisors Inc | 549,317 | $27.26M | 1.1% | +1.6% | 0.075% | |
5/14/2025 | CW Advisors LLC | 108,499 | $5.38M | 0.1% | +8.3% | 0.015% | |
5/14/2025 | Summit Financial LLC | 152,736 | $7.58M | 0.2% | -44.6% | 0.021% | |
5/14/2025 | Flow Traders U.S. LLC | 112,944 | $5.60M | 0.2% | N/A | 0.015% | |
5/14/2025 | Partners Capital Investment Group LLP | 9,157 | $454K | 0.0% | N/A | 0.001% | |
5/14/2025 | Accredited Wealth Management LLC | 10,290 | $511K | 0.4% | +27.2% | 0.001% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 16,828 | $835K | 0.6% | +6.5% | 0.002% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 152,213 | $7.55M | 0.4% | +1.3% | 0.021% | |
5/14/2025 | Capital Analysts LLC | 7,325 | $363K | 0.0% | +20,828.6% | 0.001% | |
5/14/2025 | Crabel Capital Management LLC | 8,566 | $425K | 0.5% | -53.0% | 0.001% | |
5/14/2025 | Legacy Financial Advisors Inc. | 27,940 | $1.39M | 0.2% | -3.1% | 0.004% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 183,889 | $9.13M | 0.9% | -6.1% | 0.026% | |
5/14/2025 | GSG Advisors LLC | 34,408 | $1.67M | 0.5% | +5.4% | 0.005% | |
5/14/2025 | RWA Wealth Partners LLC | 3,432,972 | $170.34M | 2.1% | +2.9% | 0.476% | |
5/13/2025 | Sand Hill Global Advisors LLC | 42,186 | $2.09M | 0.1% | -40.8% | 0.006% | |
5/13/2025 | Aptus Capital Advisors LLC | 179,778 | $8.92M | 0.1% | -7.2% | 0.025% | |
5/13/2025 | Keystone Global Partners LLC | 276,604 | $13.73M | 9.6% | N/A | 0.038% | |
5/13/2025 | Freestone Capital Holdings LLC | 36,651 | $1.82M | 0.1% | +3.5% | 0.005% | |
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. |
5/13/2025 | Compass Financial Group INC SD | 21,598 | $1.07M | 0.2% | +7.5% | 0.003% | |
5/13/2025 | Cascade Financial Partners LLC | 138,891 | $6.89M | 0.9% | -0.9% | 0.019% | |
5/13/2025 | Ethos Financial Group LLC | 26,247 | $1.30M | 0.1% | -17.6% | 0.004% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 187,947 | $9.33M | 0.1% | +8.9% | 0.026% | |
5/13/2025 | Raymond James Financial Inc. | 21,689,998 | $1.08B | 0.4% | +4.4% | 3.009% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 82,717 | $4.10M | 1.7% | N/A | 0.011% | |
5/13/2025 | Cresset Asset Management LLC | 84,127 | $4.17M | 0.0% | +30.9% | 0.012% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 100,108 | $4.97M | 0.9% | -9.6% | 0.014% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 159,481 | $7.91M | 0.2% | -0.4% | 0.022% | |
5/13/2025 | Progressive Investment Management Corp | 5,824 | $289K | 0.1% | +10.8% | 0.001% | |