1/21/2025 | Geneos Wealth Management Inc. | 31,290 | $789K | 0.0% | +9.5% | 0.308% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 48,654 | $1.23M | 0.1% | +5.1% | 0.479% | |
1/21/2025 | Exchange Traded Concepts LLC | 160,328 | $4.04M | 0.1% | N/A | 1.580% | |
1/17/2025 | Verum Partners LLC | 178,234 | $4.49M | 1.3% | +17.3% | 1.756% | |
1/16/2025 | Sugar Maple Asset Management LLC | 1,225 | $31K | 0.0% | N/A | 0.012% | |
1/15/2025 | ALM First Financial Advisors LLC | 447,938 | $11.29M | 2.5% | +13.2% | 4.413% | |
1/15/2025 | Fermata Advisors LLC | 168,227 | $4.24M | 0.8% | -3.6% | 1.657% | |
1/14/2025 | Smith Anglin Financial LLC | 2,307,924 | $58.18M | 5.5% | +5.5% | 22.738% | |
1/14/2025 | Meridian Financial Partners LLC | 12,568 | $317K | 0.2% | -13.5% | 0.124% | |
1/6/2025 | Insight Wealth Strategies LLC | 211,730 | $5.34M | 0.7% | +3.6% | 2.086% | |
|
11/25/2024 | Sanctuary Advisors LLC | 30,788 | $806K | 0.0% | -53.2% | 0.303% | |
11/15/2024 | MML Investors Services LLC | 16,589 | $462K | 0.0% | +9.6% | 0.163% | |
11/15/2024 | Stifel Financial Corp | 246,991 | $6.88M | 0.0% | +6.6% | 2.433% | |
11/13/2024 | D.A. Davidson & CO. | 33,972 | $946K | 0.0% | +14.5% | 0.335% | |
11/5/2024 | Savvy Advisors Inc. | 103,107 | $2.87M | 0.6% | +12.2% | 1.016% | |
10/30/2024 | United Advisor Group LLC | 103,022 | $2.87M | 0.6% | +31.9% | 1.015% | |
10/29/2024 | Farther Finance Advisors LLC | 2,443 | $68K | 0.0% | -47.1% | 0.024% | |
10/19/2024 | Longview Financial Advisors Inc. | 307,674 | $8.57M | 6.3% | +0.5% | 3.031% | |
10/18/2024 | Raymond James & Associates | 580,509 | $16.17M | 0.0% | +0.9% | 5.719% | |
10/18/2024 | Meridian Financial Partners LLC | 14,526 | $405K | 0.2% | +2.7% | 0.143% | |
10/16/2024 | Verum Partners LLC | 151,953 | $4.23M | 1.2% | N/A | 1.497% | |
10/16/2024 | Longview Financial Advisors Inc. | 307,701 | $7.93M | 7.3% | +0.5% | 3.032% | |
10/15/2024 | Aspect Partners LLC | 90,865 | $2.53M | 1.4% | +9.1% | 0.895% | |
10/11/2024 | Sapient Capital LLC | 9,905 | $276K | 0.0% | +11.3% | 0.098% | |
10/9/2024 | Fermata Advisors LLC | 174,442 | $4.86M | 1.0% | +6.9% | 1.719% | |
10/8/2024 | CWM LLC | 528,589 | $14.72M | 0.1% | +2.7% | 5.208% | |
10/8/2024 | Atomi Financial Group Inc. | 7,204 | $201K | 0.0% | N/A | 0.071% | |
10/8/2024 | ALM First Financial Advisors LLC | 395,732 | $11.02M | 2.6% | +31.9% | 3.899% | |
10/8/2024 | Insight Wealth Strategies LLC | 204,453 | $5.69M | 0.7% | +3.4% | 2.014% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 46,287 | $1.29M | 0.0% | +5.2% | 0.456% | |
10/8/2024 | Kesler Norman & Wride LLC | 200,119 | $5.57M | 1.1% | +5.2% | 1.972% | |
10/7/2024 | Smith Anglin Financial LLC | 2,187,193 | $60.91M | 5.9% | +243.8% | 21.549% | |
9/5/2024 | Sanctuary Advisors LLC | 65,818 | $1.78M | 0.0% | N/A | 0.648% | |
8/21/2024 | Truist Financial Corp | 17,963 | $475K | 0.0% | +5.6% | 0.177% | |
8/16/2024 | Regal Investment Advisors LLC | 8,180 | $216K | 0.0% | N/A | 0.081% | |
8/16/2024 | NewEdge Advisors LLC | 52,212 | $1.38M | 0.0% | +82.3% | 0.514% | |
7/31/2024 | Commonwealth Equity Services LLC | 237,683 | $6.28M | 0.0% | +18.6% | 2.342% | |
7/31/2024 | Rothschild Investment LLC | 442,947 | $11.70M | 0.8% | N/A | 4.364% | |
7/31/2024 | Trademark Financial Management LLC | 8,792 | $232K | 0.2% | N/A | 0.087% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 181,317 | $4.79M | 0.0% | +1.4% | 1.786% | |
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. |
7/19/2024 | Raymond James & Associates | 575,246 | $15.20M | 0.0% | +5.5% | 5.667% | |
7/19/2024 | Meridian Financial Partners LLC | 14,149 | $382K | 0.2% | N/A | 0.139% | |
7/16/2024 | Aspect Partners LLC | 83,265 | $2.20M | 1.3% | +245.6% | 0.820% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 43,998 | $1.16M | 0.0% | +10.6% | 0.433% | |
7/15/2024 | Sapient Capital LLC | 8,900 | $242K | 0.0% | +14.1% | 0.088% | |
7/13/2024 | Fermata Advisors LLC | 163,248 | $4.31M | 1.0% | +3.2% | 1.608% | |
7/11/2024 | Smith Anglin Financial LLC | 636,184 | $16.81M | 1.7% | -4.5% | 6.268% | |
7/10/2024 | CWM LLC | 514,819 | $13.60M | 0.1% | -6.5% | 5.072% | |
7/8/2024 | Insight Wealth Strategies LLC | 197,740 | $5.22M | 0.7% | +0.7% | 1.948% | |
5/23/2024 | ARQ Wealth Advisors LLC | 45,852 | $1.24M | 0.5% | +6.8% | 0.452% | |
5/17/2024 | Aspect Partners LLC | 24,090 | $651K | 0.5% | N/A | 0.237% | |
5/15/2024 | CoreFirst Bank & Trust | 36,620 | $989K | 0.6% | +611.1% | 0.361% | |
5/4/2024 | Geneos Wealth Management Inc. | 31,400 | $848K | 0.0% | -6.2% | 0.311% | |
4/29/2024 | Commonwealth Equity Services LLC | 200,464 | $5.42M | 0.0% | +13.0% | 1.985% | |
4/26/2024 | Opus Capital Group LLC | 303,126 | $8.19M | 1.2% | -0.8% | 3.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 178,743 | $4.83M | 0.0% | -2.8% | 1.770% | |
4/24/2024 | Smith Anglin Financial LLC | 666,111 | $17.99M | 1.9% | +4.1% | 6.595% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,177 | $6.08M | 0.0% | +0.3% | 2.229% | |
4/23/2024 | Sapient Capital LLC | 7,798 | $212K | 0.0% | N/A | 0.077% | |
4/22/2024 | Parsons Capital Management Inc. RI | 9,564 | $258K | 0.0% | -6.6% | 0.095% | |
4/22/2024 | Raymond James & Associates | 545,373 | $14.73M | 0.0% | +4.6% | 5.400% | |
4/20/2024 | Kesler Norman & Wride LLC | 192,525 | $5.20M | 1.1% | +5.6% | 2.127% | |
4/12/2024 | Fermata Advisors LLC | 158,251 | $4.27M | 1.0% | -4.2% | 1.749% | |
4/5/2024 | Insight Wealth Strategies LLC | 196,450 | $5.31M | 0.8% | -1.1% | 2.171% | |
3/18/2024 | CoreFirst Bank & Trust | 5,150 | $133K | 0.1% | N/A | 0.057% | |
3/8/2024 | ICA Group Wealth Management LLC | 6,768 | $174K | 0.0% | N/A | 0.075% | |
2/27/2024 | ARQ Wealth Advisors LLC | 42,946 | $1.11M | 0.7% | +3.7% | 0.475% | |
2/14/2024 | Connectus Wealth LLC | 341,237 | $8.80M | 0.2% | -5.4% | 3.771% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 183,843 | $4.74M | 0.0% | +10.8% | 2.031% | |
2/9/2024 | D.A. Davidson & CO. | 8,722 | $225K | 0.0% | N/A | 0.096% | |
2/6/2024 | Lincoln National Corp | 19,445 | $501K | 0.0% | +19.6% | 0.215% | |
2/2/2024 | Truist Financial Corp | 14,963 | $386K | 0.0% | -48.2% | 0.165% | |
2/1/2024 | CWM LLC | 507,670 | $13.09M | 0.1% | +22.2% | 5.610% | |
1/31/2024 | Western Wealth Management LLC | 54,458 | $1.40M | 0.1% | -1.6% | 0.602% | |
1/31/2024 | Opus Capital Group LLC | 305,457 | $7.88M | 1.3% | +6.0% | 3.375% | |
1/26/2024 | Geneos Wealth Management Inc. | 33,469 | $863K | 0.0% | -31.7% | 0.370% | |
1/22/2024 | Parsons Capital Management Inc. RI | 10,244 | $264K | 0.0% | -53.1% | 0.113% | |
1/19/2024 | Fermata Advisors LLC | 165,103 | $4.26M | 1.0% | +7.2% | 1.824% | |
1/17/2024 | Smith Anglin Financial LLC | 639,669 | $16.49M | 1.9% | +5.8% | 7.068% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 224,572 | $5.79M | 0.0% | +21.9% | 2.481% | |
1/16/2024 | Raymond James & Associates | 521,442 | $13.44M | 0.0% | +5.1% | 5.762% | |
1/12/2024 | Insight Wealth Strategies LLC | 198,659 | $5.12M | 0.8% | -1.3% | 2.195% | |
1/11/2024 | Kesler Norman & Wride LLC | 182,382 | $4.70M | 1.1% | +64.6% | 2.015% | |
11/30/2023 | ARQ Wealth Advisors LLC | 41,419 | $993K | 0.7% | +18.5% | 0.458% | |
11/15/2023 | Axxcess Wealth Management LLC | 15,181 | $364K | 0.0% | N/A | 0.168% | |
11/13/2023 | Stifel Financial Corp | 184,421 | $4.42M | 0.0% | +32.4% | 2.038% | |
11/13/2023 | Cambria Investment Management L.P. | 1,298,736 | $31.14M | 2.5% | +50.8% | 14.351% | |
11/13/2023 | Kestra Advisory Services LLC | 42,984 | $1.03M | 0.0% | +1.7% | 0.475% | |
11/13/2023 | Kesler Norman & Wride LLC | 110,779 | $2.66M | 0.7% | +138.9% | 1.224% | |
11/9/2023 | UBS Group AG | 128,334 | $3.08M | 0.0% | +2.7% | 1.418% | |
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. |
11/8/2023 | Western Wealth Management LLC | 55,324 | $1.33M | 0.1% | +1.1% | 0.611% | |
11/7/2023 | Fermata Advisors LLC | 154,037 | $3.69M | 1.0% | +8.6% | 1.702% | |
11/6/2023 | Sigma Planning Corp | 12,205 | $293K | 0.0% | +8.8% | 0.135% | |
11/6/2023 | Parsons Capital Management Inc. RI | 21,849 | $524K | 0.0% | -5.1% | 0.241% | |
11/6/2023 | Lincoln National Corp | 16,260 | $390K | 0.0% | +84.1% | 0.180% | |
11/4/2023 | NBC Securities Inc. | 7,690 | $184K | 0.0% | N/A | 0.085% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 184,227 | $4.42M | 0.0% | +31.4% | 2.036% | |
10/24/2023 | Raymond James & Associates | 496,346 | $11.90M | 0.0% | +4.6% | 5.484% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 165,924 | $3.98M | 0.0% | +29.4% | 1.833% | |
10/23/2023 | Commonwealth Equity Services LLC | 150,642 | $3.61M | 0.0% | +14.9% | 1.665% | |