1/21/2025 | Cyndeo Wealth Partners LLC | 99,531 | $4.60M | 0.3% | -1.5% | 0.263% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 28,507 | $1.32M | 0.2% | N/A | 0.075% | |
1/17/2025 | IVC Wealth Advisors LLC | 6,833 | $316K | 0.2% | N/A | 0.018% | |
1/17/2025 | Mutual Advisors LLC | 44,725 | $2.09M | 0.1% | +1.1% | 0.118% | |
1/17/2025 | Traynor Capital Management Inc. | 13,216 | $611K | 0.0% | -10.8% | 0.035% | |
1/17/2025 | SMI Advisory Services LLC | 195,189 | $9.00M | 2.1% | +3.7% | 0.515% | |
1/17/2025 | Janney Montgomery Scott LLC | 175,449 | $8.12M | 0.0% | +4.4% | 0.463% | |
1/17/2025 | Investment Advisory Group LLC | 18,597 | $860K | 0.3% | +44.2% | 0.049% | |
1/16/2025 | Sowa Financial Group Inc. | 448,604 | $20.75M | 13.0% | +29.6% | 1.184% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 67,176 | $3.11M | 0.7% | +43.5% | 0.177% | |
|
1/15/2025 | Arkadios Wealth Advisors | 4,670 | $216K | 0.0% | N/A | 0.012% | |
1/15/2025 | Sax Wealth Advisors LLC | 44,877 | $2.08M | 0.2% | N/A | 0.118% | |
1/15/2025 | Brand Asset Management Group Inc. | 7,891 | $365K | 0.1% | -17.1% | 0.021% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 6,496 | $301K | 0.0% | N/A | 0.017% | |
1/15/2025 | Certified Advisory Corp | 24,590 | $1.14M | 0.1% | +6.4% | 0.065% | |
1/15/2025 | Inspirion Wealth Advisors LLC | 4,583 | $216K | 0.0% | N/A | 0.012% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 35,101 | $1.62M | 0.0% | N/A | 0.093% | |
1/14/2025 | San Luis Wealth Advisors LLC | 10,030 | $464K | 0.1% | N/A | 0.026% | |
1/13/2025 | Unique Wealth LLC | 150,101 | $6.94M | 1.4% | +97.2% | 0.396% | |
1/8/2025 | Worth Asset Management LLC | 7,361 | $341K | 0.2% | N/A | 0.019% | |
1/8/2025 | International Assets Investment Management LLC | 12,022 | $560K | 0.0% | N/A | 0.032% | |
1/3/2025 | Dentgroup LLC | 24,694 | $1.14M | 0.9% | +29.0% | 0.065% | |
12/26/2024 | JPMorgan Chase & Co. | 3,057,016 | $130.75M | 0.0% | +11.3% | 8.066% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 51,300 | $2.18M | 0.1% | -6.7% | 0.135% | |
11/18/2024 | Sunbelt Securities Inc. | 24,330 | $1.04M | 0.1% | -20.2% | 0.064% | |
11/15/2024 | MML Investors Services LLC | 1,113,585 | $47.63M | 0.2% | -18.4% | 2.938% | |
11/15/2024 | Orion Portfolio Solutions LLC | 11,829 | $506K | 0.0% | +12.8% | 0.031% | |
11/15/2024 | Stifel Financial Corp | 12,702 | $543K | 0.0% | +39.8% | 0.034% | |
11/15/2024 | HighTower Advisors LLC | 167,572 | $7.17M | 0.0% | +2.6% | 0.442% | |
11/14/2024 | Captrust Financial Advisors | 14,179 | $606K | 0.0% | +19.4% | 0.037% | |
11/13/2024 | FMR LLC | 21,931 | $938K | 0.0% | +9.5% | 0.058% | |
11/12/2024 | Certified Advisory Corp | 23,119 | $989K | 0.1% | +17.6% | 0.061% | |
11/12/2024 | Meridian Wealth Management LLC | 28,316 | $1.21M | 0.1% | N/A | 0.075% | |
11/8/2024 | Sachetta LLC | 26,554 | $1.14M | 0.4% | +1.3% | 0.070% | |
11/8/2024 | PNC Financial Services Group Inc. | 34,585 | $1.48M | 0.0% | +244.5% | 0.091% | |
11/7/2024 | Thrivent Financial for Lutherans | 1,872,861 | $80.10M | 0.2% | +173.4% | 4.942% | |
11/6/2024 | LJI Wealth Management LLC | 14,270 | $610K | 0.1% | +2.6% | 0.038% | |
11/5/2024 | First Heartland Consultants Inc. | 49,740 | $2.13M | 0.2% | +5.1% | 0.131% | |
11/5/2024 | Harbour Investments Inc. | 20,057 | $858K | 0.0% | +2,515.0% | 0.053% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 48,433 | $2.07M | 0.2% | +99.4% | 0.128% | |
A deadly mistake in my prediction… (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. |
11/4/2024 | Advantage Trust Co | 63,553 | $2.72M | 1.8% | N/A | 0.168% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 46,823 | $2.00M | 0.4% | +93.4% | 0.124% | |
11/4/2024 | Sigma Planning Corp | 93,488 | $4.00M | 0.1% | +15.8% | 0.247% | |
11/2/2024 | 17 Capital Partners LLC | 10,107 | $432K | 0.3% | +29.4% | 0.027% | |
11/1/2024 | Sequent Asset Management LLC | 9,844 | $421K | 0.2% | +189.8% | 0.026% | |
10/31/2024 | LGT Financial Advisors LLC | 16,500 | $706K | 1.7% | N/A | 0.044% | |
10/30/2024 | Vestor Capital LLC | 3,680 | $157K | 0.0% | -6.2% | 0.010% | |
10/29/2024 | Janney Montgomery Scott LLC | 168,108 | $7.19M | 0.0% | +0.4% | 0.444% | |
10/29/2024 | Clear Creek Financial Management LLC | 46,580 | $1.99M | 0.2% | +4.7% | 0.123% | |
10/25/2024 | Tandem Capital Management Corp ADV | 14,310 | $612K | 0.3% | +5.5% | 0.038% | |
10/25/2024 | Pathway Financial Advisers LLC | 939 | $40K | 0.0% | +530.2% | 0.002% | |
10/25/2024 | Mutual Advisors LLC | 44,235 | $1.93M | 0.1% | N/A | 0.117% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 33,283 | $1.42M | 0.1% | +2.4% | 0.088% | |
10/25/2024 | Childress Capital Advisors LLC | 113,495 | $4.85M | 1.3% | +10.8% | 0.299% | |
10/25/2024 | Traynor Capital Management Inc. | 14,813 | $634K | 0.0% | -80.1% | 0.039% | |
10/24/2024 | J.W. Cole Advisors Inc. | 54,195 | $2.32M | 0.1% | +8.6% | 0.143% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 118,489 | $5.07M | 0.0% | +18.3% | 0.313% | |
10/24/2024 | Pathway Financial Advisers LLC | 939 | $40K | 0.0% | +530.2% | 0.002% | |
10/23/2024 | CENTRAL TRUST Co | 117,419 | $5.02M | 0.1% | -0.3% | 0.310% | |
10/22/2024 | Private Advisor Group LLC | 50,639 | $2.17M | 0.0% | +7.1% | 0.134% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 101,088 | $4.32M | 0.3% | -10.3% | 0.267% | |
10/18/2024 | KFA Private Wealth Group LLC | 740,010 | $31.65M | 15.1% | +66.7% | 1.953% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,871,034 | $80.02M | 0.1% | +49.8% | 4.937% | |
10/16/2024 | Avaii Wealth Management LLC | 14,603 | $625K | 0.3% | +3.7% | 0.039% | |
10/16/2024 | Kowal Investment Group LLC | 636,549 | $27.23M | 5.0% | -3.5% | 1.680% | |
10/16/2024 | Bfsg LLC | 99,561 | $4.26M | 0.5% | +134.5% | 0.263% | |
10/15/2024 | Investment Advisory Group LLC | 12,896 | $552K | 0.2% | +17.7% | 0.034% | |
10/15/2024 | Keystone Wealth Services LLC | 80,246 | $3.43M | 0.9% | +14.9% | 0.212% | |
10/11/2024 | Armstrong Advisory Group Inc. | 1,646 | $70K | 0.0% | N/A | 0.004% | |
10/10/2024 | Sowa Financial Group Inc. | 346,087 | $14.80M | 9.4% | +23.7% | 0.913% | |
10/10/2024 | CRA Financial Services LLC | 24,971 | $1.07M | 0.2% | +21.2% | 0.066% | |
10/9/2024 | Quotient Wealth Partners LLC | 19,878 | $850K | 0.0% | +29.2% | 0.052% | |
10/8/2024 | CWM LLC | 418,554 | $17.90M | 0.1% | +311.0% | 1.104% | |
10/8/2024 | Atomi Financial Group Inc. | 12,353 | $528K | 0.0% | +5.5% | 0.033% | |
10/7/2024 | SMI Advisory Services LLC | 188,173 | $8.05M | 1.8% | +265.3% | 0.496% | |
10/3/2024 | Unique Wealth LLC | 76,113 | $3.26M | 0.7% | N/A | 0.201% | |
10/2/2024 | Dentgroup LLC | 19,149 | $819K | 0.6% | +1.4% | 0.051% | |
8/22/2024 | Cetera Investment Advisers | 201,146 | $8.54M | 0.0% | -15.2% | 0.531% | |
8/21/2024 | Truist Financial Corp | 10,535 | $447K | 0.0% | -54.8% | 0.028% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 54,990 | $2.33M | 0.1% | +19.1% | 0.145% | |
8/16/2024 | Sunbelt Securities Inc. | 30,495 | $1.29M | 0.1% | +7.0% | 0.080% | |
8/16/2024 | NewEdge Advisors LLC | 23,908 | $1.02M | 0.0% | +137.2% | 0.063% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 217,876 | $9.25M | 0.0% | +16.5% | 0.575% | |
8/14/2024 | Certified Advisory Corp | 19,651 | $834K | 0.1% | +30.1% | 0.052% | |
8/13/2024 | Kowal Investment Group LLC | 659,969 | $28.01M | 5.6% | +3,427.4% | 1.741% | |
8/13/2024 | Thrivent Financial for Lutherans | 684,917 | $29.07M | 0.1% | +16.9% | 1.807% | |
8/12/2024 | WCG Wealth Advisors LLC | 44,556 | $1.89M | 0.1% | +3.7% | 0.118% | |
8/12/2024 | LJI Wealth Management LLC | 13,909 | $590K | 0.1% | +6.9% | 0.037% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 56,263 | $2.39M | 0.4% | -0.7% | 0.148% | |
8/9/2024 | GDS Wealth Management | 6,879 | $292K | 0.0% | N/A | 0.018% | |
A deadly mistake in my prediction… (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. |
8/9/2024 | Renaissance Technologies LLC | 43,500 | $1.85M | 0.0% | N/A | 0.115% | |
8/9/2024 | Clear Investment Research LLC | 18,704 | $794K | 1.0% | +30.2% | 0.049% | |
8/8/2024 | J.W. Cole Advisors Inc. | 49,924 | $2.12M | 0.1% | +22.9% | 0.132% | |
8/8/2024 | Envestnet Asset Management Inc. | 623,186 | $26.45M | 0.0% | +107.0% | 1.644% | |
8/7/2024 | KFA Private Wealth Group LLC | 443,960 | $18.84M | 9.8% | +392.9% | 1.171% | |
8/7/2024 | Sachetta LLC | 26,204 | $1.04M | 0.4% | +1,055.9% | 0.069% | |
8/7/2024 | Liberty Wealth Management LLC | 8,092 | $343K | 0.0% | N/A | 0.021% | |
8/5/2024 | Private Advisor Group LLC | 47,272 | $2.01M | 0.0% | -1.9% | 0.125% | |
8/5/2024 | Synergy Asset Management LLC | 6,880 | $292K | 0.0% | N/A | 0.018% | |
8/5/2024 | Childress Capital Advisors LLC | 102,450 | $4.35M | 1.2% | -5.9% | 0.270% | |