1/21/2025 | Geneos Wealth Management Inc. | 6,372 | $418K | 0.0% | +9.2% | 0.299% | |
1/21/2025 | Sound Income Strategies LLC | 93,411 | $6.12M | 0.4% | +3.7% | 4.385% | |
1/17/2025 | Commons Capital LLC | 10,166 | $666K | 0.6% | N/A | 0.477% | |
1/15/2025 | Empirical Asset Management LLC | 9,407 | $617K | 0.0% | +13.9% | 0.442% | |
1/8/2025 | International Assets Investment Management LLC | 3,377 | $220K | 0.0% | N/A | 0.159% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 4,012 | $260K | 0.0% | -66.4% | 0.188% | |
11/15/2024 | MML Investors Services LLC | 52,734 | $3.42M | 0.0% | +14.7% | 2.476% | |
11/15/2024 | Jane Street Group LLC | 14,787 | $958K | 0.0% | +71.3% | 0.694% | |
11/15/2024 | Stifel Financial Corp | 4,537 | $294K | 0.0% | -4.4% | 0.213% | |
11/12/2024 | KKM Financial LLC | 7,759 | $503K | 0.2% | +48.5% | 0.364% | |
|
11/6/2024 | Oppenheimer & Co. Inc. | 3,100 | $201K | 0.0% | N/A | 0.146% | |
10/29/2024 | Farther Finance Advisors LLC | 1,646 | $107K | 0.0% | N/A | 0.077% | |
10/22/2024 | WT Wealth Management | 5,145 | $335K | 0.1% | -11.9% | 0.242% | |
10/16/2024 | Global Retirement Partners LLC | 8,667 | $562K | 0.0% | +35.4% | 0.407% | |
10/11/2024 | Empirical Asset Management LLC | 8,261 | $535K | 0.1% | -44.7% | 0.388% | |
10/10/2024 | Sound Income Strategies LLC | 90,114 | $5.84M | 0.4% | +3.9% | 4.231% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 74,667 | $4.84M | 0.3% | +48.0% | 3.505% | |
8/8/2024 | Envestnet Asset Management Inc. | 36,026 | $2.31M | 0.0% | +7.9% | 1.691% | |
8/6/2024 | Howard Capital Management Inc. | 10,155 | $651K | 0.1% | +15.5% | 0.477% | |
7/31/2024 | Commonwealth Equity Services LLC | 6,250 | $401K | 0.0% | -8.9% | 0.293% | |
7/31/2024 | Rothschild Investment LLC | 3,400 | $218K | 0.0% | N/A | 0.160% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 50,441 | $3.24M | 0.2% | +6.0% | 2.368% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 17,156 | $1.10M | 0.2% | -18.5% | 0.805% | |
7/12/2024 | Sound Income Strategies LLC | 86,771 | $5.57M | 0.3% | +3.5% | 4.074% | |
6/4/2024 | Tactive Advisors LLC | 3,779 | $242K | 0.1% | N/A | 0.177% | |
5/4/2024 | Geneos Wealth Management Inc. | 6,601 | $422K | 0.0% | +29.6% | 0.310% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 47,576 | $3.04M | 0.2% | +41.6% | 2.234% | |
4/23/2024 | Global Retirement Partners LLC | 6,406 | $409K | 0.0% | +191.8% | 0.301% | |
4/18/2024 | Synergy Asset Management LLC | 117,787 | $7.53M | 1.3% | N/A | 6.040% | |
2/8/2024 | WT Wealth Management | 7,932 | $499K | 0.2% | +3.4% | 0.407% | |
2/7/2024 | Principal Securities Inc. | 10,162 | $639K | 0.0% | N/A | 0.521% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 33,592 | $2.11M | 0.1% | +5.5% | 1.723% | |
1/26/2024 | Geneos Wealth Management Inc. | 5,094 | $320K | 0.0% | +43.3% | 0.261% | |
1/25/2024 | International Assets Investment Management LLC | 13,586 | $855K | 0.0% | N/A | 0.697% | |
1/24/2024 | International Assets Investment Management LLC | 13,586 | $855K | 0.0% | N/A | 0.697% | |
1/18/2024 | Global Retirement Partners LLC | 2,195 | $138K | 0.0% | N/A | 0.113% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 23,980 | $1.51M | 0.3% | -1.1% | 1.230% | |
1/12/2024 | Empirical Asset Management LLC | 17,451 | $1.10M | 0.9% | -4.7% | 0.895% | |
1/9/2024 | Castle Rock Wealth Management LLC | 16,137 | $1.01M | 0.3% | +5.0% | 0.828% | |
12/4/2023 | WT Wealth Management | 7,671 | $472K | 0.2% | N/A | 0.393% | |
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. |
12/1/2023 | B. Riley Wealth Advisors Inc. | 11,945 | $735K | 0.0% | +3.0% | 0.613% | |
11/13/2023 | LPL Financial LLC | 121,252 | $7.46M | 0.0% | +4.0% | 6.218% | |
11/8/2023 | Aptus Capital Advisors LLC | 470 | $29K | 0.0% | N/A | 0.024% | |
10/13/2023 | Redhawk Wealth Advisors Inc. | 24,247 | $1.49M | 0.5% | -8.3% | 1.243% | |
10/12/2023 | Sound Income Strategies LLC | 75,901 | $4.67M | 0.4% | +4.6% | 3.892% | |
10/11/2023 | Geneos Wealth Management Inc. | 3,554 | $219K | 0.0% | -8.4% | 0.182% | |
10/11/2023 | Castle Rock Wealth Management LLC | 15,375 | $931K | 0.3% | +6.4% | 0.788% | |
8/10/2023 | Meitav Investment House Ltd. | 58,800 | $5.49M | 0.1% | N/A | 3.128% | |
8/8/2023 | Geneos Wealth Management Inc. | 3,880 | $237K | 0.0% | -32.3% | 0.206% | |
8/1/2023 | Empirical Asset Management LLC | 18,560 | $1.14M | 1.0% | +5.1% | 0.987% | |
7/31/2023 | LPL Financial LLC | 116,537 | $7.13M | 0.0% | +2.7% | 6.199% | |
7/31/2023 | Mutual Advisors LLC | 3,380 | $207K | 0.0% | N/A | 0.180% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 11,601 | $710K | 0.0% | -1.7% | 0.617% | |
7/24/2023 | Meitav Investment House Ltd. | 58,800 | $5.49M | 0.1% | N/A | 3.128% | |
7/13/2023 | Redhawk Wealth Advisors Inc. | 26,453 | $1.62M | 0.5% | N/A | 1.407% | |
7/11/2023 | Castle Rock Wealth Management LLC | 14,449 | $877K | 0.3% | +5.4% | 0.769% | |
7/10/2023 | Sound Income Strategies LLC | 72,536 | $4.44M | 0.5% | +5.9% | 3.858% | |
5/12/2023 | Castle Rock Wealth Management LLC | 13,707 | $806K | 0.3% | N/A | 0.692% | |
5/10/2023 | LPL Financial LLC | 113,492 | $6.78M | 0.0% | -2.1% | 5.732% | |
5/9/2023 | RFG Advisory LLC | 4,034 | $241K | 0.0% | -16.2% | 0.204% | |
5/3/2023 | Adams Wealth Management | 6,454 | $385K | 0.1% | N/A | 0.326% | |
4/25/2023 | Geneos Wealth Management Inc. | 5,732 | $342K | 0.0% | +9.3% | 0.289% | |
4/18/2023 | Empirical Asset Management LLC | 17,667 | $1.06M | 1.0% | +33.5% | 0.892% | |
4/12/2023 | Atlas Private Wealth Advisors | 6,537 | $390K | 0.2% | -26.2% | 0.330% | |
4/10/2023 | Sound Income Strategies LLC | 68,526 | $4.09M | 0.4% | +6.5% | 3.461% | |
3/6/2023 | Rockefeller Capital Management L.P. | 8,772 | $512K | 0.0% | -29.5% | 0.000% | |
2/15/2023 | Atlas Private Wealth Advisors | 8,857 | $517K | 0.3% | +66.5% | 0.000% | |
2/10/2023 | Redhawk Wealth Advisors Inc. | 27,527 | $1.61M | 0.6% | -1.0% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 61,191 | $3.57M | 0.0% | +2.7% | 0.000% | |
2/7/2023 | LPL Financial LLC | 115,870 | $6.77M | 0.0% | -12.0% | 0.000% | |
1/31/2023 | Empirical Asset Management LLC | 13,229 | $773K | 0.8% | -3.8% | 0.000% | |
1/31/2023 | Geneos Wealth Management Inc. | 5,244 | $306K | 0.0% | +10.4% | 0.000% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 25,240 | $1.47M | 0.1% | N/A | 0.000% | |
1/25/2023 | Triton Wealth Management PLLC | 6,995 | $425K | 0.3% | -3.7% | 0.000% | |
1/20/2023 | Vestmark Advisory Solutions Inc. | 8,462 | $494K | 0.0% | -48.8% | 0.000% | |
1/11/2023 | Sound Income Strategies LLC | 64,337 | $3.76M | 0.5% | N/A | 0.000% | |
11/15/2022 | Flow Traders U.S. LLC | 33,277 | $1.92M | 0.1% | +249.4% | 0.000% | |
11/14/2022 | Equitable Holdings Inc. | 9,331 | $539K | 0.0% | -12.1% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 13,284 | $767K | 0.0% | +5.5% | 0.000% | |
11/14/2022 | Atlas Private Wealth Advisors | 5,318 | $307K | 0.2% | N/A | 0.000% | |
11/3/2022 | Vestmark Advisory Solutions Inc. | 16,536 | $955K | 0.1% | -15.2% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 12,443 | $718K | 0.0% | -12.0% | 0.000% | |
10/27/2022 | Redhawk Wealth Advisors Inc. | 27,798 | $1.61M | 0.7% | N/A | 0.000% | |
10/20/2022 | Koshinski Asset Management Inc. | 810 | $976K | 0.1% | N/A | 0.000% | |
10/19/2022 | Empirical Asset Management LLC | 13,752 | $794K | 0.9% | +45.0% | 0.000% | |
10/18/2022 | Koshinski Asset Management Inc. | 810 | $976K | 0.1% | N/A | 0.000% | |
10/18/2022 | Apeiron RIA LLC | 4,140 | $240K | 0.1% | N/A | 0.000% | |
9/9/2022 | B. Riley Wealth Management Inc. | 7,225 | $410K | 0.0% | N/A | 0.000% | |
8/13/2022 | RFG Advisory LLC | 7,292 | $438K | 0.0% | -33.6% | 0.000% | |
8/13/2022 | Flow Traders U.S. LLC | 9,524 | $541K | 0.0% | N/A | 0.000% | |
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. |
8/12/2022 | LPL Financial LLC | 130,119 | $7.39M | 0.0% | +27.3% | 0.000% | |
8/11/2022 | CoreCap Advisors LLC | 858 | $49K | 0.0% | N/A | 0.000% | |
8/4/2022 | Vestmark Advisory Solutions Inc. | 19,499 | $1.11M | 0.1% | -22.6% | 0.000% | |
8/4/2022 | Triton Wealth Management PLLC | 7,225 | $427K | 0.3% | N/A | 0.000% | |
7/22/2022 | Geneos Wealth Management Inc. | 3,845 | $216K | 0.0% | +228.4% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 4,865 | $276K | 0.0% | -9.6% | 0.000% | |
7/18/2022 | Empirical Asset Management LLC | 9,484 | $538K | 0.6% | N/A | 0.000% | |
5/11/2022 | RFG Advisory LLC | 10,986 | $686K | 0.0% | +43.9% | 0.000% | |
5/10/2022 | Western Wealth Management LLC | 3,995 | $250K | 0.0% | N/A | 0.000% | |
5/9/2022 | Scotia Capital Inc. | 4,998 | $312K | 0.0% | N/A | 0.000% | |