4/25/2025 | Lodestar Private Asset Management LLC | 2,393 | $292K | 0.0% | +18.7% | 0.002% | |
4/25/2025 | IMPACTfolio LLC | 273,923 | $33.39M | 17.5% | -0.3% | 0.264% | |
4/25/2025 | Spinnaker Trust | 39,280 | $4.79M | 0.3% | +13.5% | 0.038% | |
4/25/2025 | Northwest Wealth Management LLC | 1,712 | $209K | 0.0% | +8.9% | 0.002% | |
4/25/2025 | Crown Wealth Group LLC | 9,217 | $1.12M | 0.6% | -1.3% | 0.009% | |
4/25/2025 | Life Line Wealth Management LLC | 3,473 | $423K | 0.2% | +3.7% | 0.003% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 14,314 | $1.75M | 0.1% | +10.2% | 0.014% | |
4/25/2025 | Root Financial Partners LLC | 3,775 | $460K | 0.0% | -6.8% | 0.004% | |
4/25/2025 | Sovran Advisors LLC | 12,360 | $1.42M | 0.2% | +1.2% | 0.012% | |
4/25/2025 | Joel Isaacson & Co. LLC | 175,742 | $21.43M | 1.0% | +6.1% | 0.169% | |
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4/25/2025 | RCS Financial Planning LLC | 6,135 | $748K | 0.4% | -22.3% | 0.006% | |
4/24/2025 | Laurel Wealth Planning LLC | 80,562 | $9.82M | 6.5% | -7.7% | 0.078% | |
4/24/2025 | Golden State Wealth Management LLC | 4,340 | $529K | 0.1% | -29.8% | 0.004% | |
4/24/2025 | Mendel Capital Management LLC | 14,012 | $1.71M | 1.0% | -1.3% | 0.014% | |
4/24/2025 | Villere ST Denis J & Co. LLC | 3,000 | $366K | 0.0% | -31.1% | 0.003% | |
4/24/2025 | Mascoma Wealth Management LLC | 28,684 | $3.50M | 0.9% | +1,287.7% | 0.028% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 351,180 | $42.57M | 0.1% | -14.6% | 0.339% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 58,702 | $7.16M | 1.2% | -0.9% | 0.057% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,355 | $165K | 0.0% | +23.3% | 0.001% | |
4/24/2025 | Transcend Capital Advisors LLC | 16,859 | $2.06M | 0.1% | -21.8% | 0.016% | |
4/24/2025 | Diversified Trust Co | 21,606 | $2.63M | 0.1% | -19.7% | 0.021% | |
4/24/2025 | Tanager Wealth Management LLP | 4,003 | $488K | 0.1% | +13.0% | 0.004% | |
4/24/2025 | Capasso Planning Partners LLC | 6,704 | $817K | 0.3% | -5.0% | 0.006% | |
4/23/2025 | GenTrust LLC | 16,378 | $2.00M | 0.1% | +14.5% | 0.016% | |
4/23/2025 | KPP Advisory Services LLC | 36,364 | $4.43M | 0.8% | N/A | 0.035% | |
4/23/2025 | Western Wealth Management LLC | 5,209 | $635K | 0.0% | -6.9% | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,605 | $196K | 0.0% | -6.5% | 0.002% | |
4/23/2025 | Sequoia Financial Advisors LLC | 11,948 | $1.46M | 0.0% | +3.2% | 0.012% | |
4/23/2025 | Pure Financial Advisors LLC | 10,769 | $1.31M | 0.0% | +7.8% | 0.010% | |
4/23/2025 | Lifelong Wealth Advisors Inc. | 20,252 | $2.47M | 1.2% | +5.0% | 0.020% | |
4/23/2025 | Perigon Wealth Management LLC | 39,419 | $4.81M | 0.1% | -8.9% | 0.038% | |
4/23/2025 | Golden State Wealth Management LLC | 8,674 | $1.06M | 0.1% | +40.4% | 0.008% | |
4/23/2025 | Balance Wealth LLC | 24,139 | $2.94M | 1.9% | N/A | 0.023% | |
4/23/2025 | Keystone Financial Services | 6,918 | $843K | 0.3% | +46.0% | 0.007% | |
4/23/2025 | Integris Wealth Management LLC | 24,055 | $2.93M | 0.8% | -2.9% | 0.023% | |
4/23/2025 | Oppenheimer & Co. Inc. | 3,187 | $389K | 0.0% | +28.6% | 0.003% | |
4/23/2025 | Valmark Advisers Inc. | 11,995 | $1.46M | 0.0% | -1.7% | 0.012% | |
4/23/2025 | Continuum Advisory LLC | 578 | $70K | 0.0% | +34.4% | 0.001% | |
4/22/2025 | XML Financial LLC | 2,959 | $361K | 0.0% | -40.7% | 0.003% | |
4/22/2025 | JFS Wealth Advisors LLC | 1,114 | $136K | 0.0% | +43.7% | 0.001% | |
Now I look stupid. Real stupid... (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. |
4/22/2025 | 5T Wealth LLC | 5,796 | $707K | 0.4% | -9.1% | 0.006% | |
4/22/2025 | Flagship Harbor Advisors LLC | 7,299 | $890K | 0.0% | +3.6% | 0.007% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 208,351 | $25.40M | 0.1% | -4.2% | 0.201% | |
4/22/2025 | Veridan Wealth LLC | 4,453 | $543K | 0.2% | -19.1% | 0.004% | |
4/22/2025 | Cherry Creek Investment Advisors Inc. | 2,438 | $297K | 0.2% | N/A | 0.002% | |
4/22/2025 | MBE Wealth Management LLC | 4,131 | $504K | 0.2% | +42.1% | 0.004% | |
4/22/2025 | Manning & Napier Advisors LLC | 8,789 | $1.07M | 0.0% | -26.2% | 0.008% | |
4/22/2025 | FSC Wealth Advisors LLC | 677 | $83K | 0.1% | N/A | 0.001% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 5,379 | $656K | 0.6% | -21.9% | 0.005% | |
4/22/2025 | Garde Capital Inc. | 15,231 | $1.86M | 0.1% | -3.2% | 0.015% | |
4/22/2025 | Spectrum Planning & Advisory Services Inc. | 2,122 | $259K | 0.2% | -12.4% | 0.002% | |
4/22/2025 | Worth Financial Advisory Group LLC | 2,385 | $291K | 0.2% | -8.3% | 0.002% | |
4/22/2025 | PFG Investments LLC | 18,162 | $2.21M | 0.1% | +28.4% | 0.018% | |
4/21/2025 | Riverwater Partners LLC | 6,826 | $832K | 0.4% | +38.7% | 0.007% | |
4/21/2025 | ERn Financial LLC | 7,234 | $882K | 0.1% | -1.9% | 0.007% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 299,362 | $36.50M | 0.1% | -40.7% | 0.289% | |
4/21/2025 | Higgins & Schmidt Wealth Strategies LLC | 12,130 | $1.48M | 0.9% | -0.9% | 0.012% | |
4/21/2025 | Institute for Wealth Management LLC. | 50,322 | $6.14M | 0.8% | -0.7% | 0.049% | |
4/21/2025 | Bigelow Investment Advisors LLC | 7,030 | $857K | 0.4% | -2.5% | 0.007% | |
4/21/2025 | Sofi Wealth LLC | 6,135 | $748K | 0.1% | +637.4% | 0.006% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 27,083 | $3.31M | 0.1% | +4.5% | 0.026% | |
4/18/2025 | Cornerstone Wealth Management LLC | 2,778 | $339K | 0.0% | -21.4% | 0.003% | |
4/18/2025 | Clarius Group LLC | 174,564 | $21.28M | 1.3% | +8.5% | 0.168% | |
4/18/2025 | GSB Wealth Management LLC | 14,110 | $1.72M | 0.5% | -14.1% | 0.014% | |
4/18/2025 | CENTRAL TRUST Co | 6,642 | $810K | 0.0% | -2.3% | 0.006% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 46,010 | $5.61M | 0.3% | -0.4% | 0.044% | |
4/17/2025 | NBT Bank N A NY | 9,143 | $1.12M | 0.1% | -4.5% | 0.009% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 10,547 | $1.29M | 0.0% | -29.7% | 0.010% | |
4/17/2025 | QRG Capital Management Inc. | 2,487 | $303K | 0.0% | -18.8% | 0.002% | |
4/17/2025 | Sagespring Wealth Partners LLC | 27,608 | $3.37M | 0.0% | +6.2% | 0.027% | |
4/17/2025 | Montecito Bank & Trust | 27,473 | $3.35M | 0.6% | -3.1% | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 95,890 | $11.69M | 0.0% | +0.9% | 0.092% | |
4/17/2025 | Mission Wealth Management LP | 187,489 | $22.86M | 0.6% | +8.6% | 0.181% | |
4/17/2025 | Traphagen Investment Advisors LLC | 7,220 | $880K | 0.1% | -2.9% | 0.007% | |
4/17/2025 | Keystone Wealth Services LLC | 33,324 | $4.06M | 1.1% | -4.2% | 0.032% | |
4/17/2025 | RHS Financial LLC | 31,122 | $3.79M | 2.1% | -29.4% | 0.030% | |
4/17/2025 | D Orazio & Associates Inc. | 1,798 | $219K | 0.0% | +8.4% | 0.002% | |
4/17/2025 | Brighton Jones LLC | 3,125 | $381K | 0.0% | -4.0% | 0.003% | |
4/17/2025 | Scott Capital Advisors LLC | 9,354 | $1.14M | 0.3% | -45.3% | 0.009% | |
4/17/2025 | Affinity Capital Advisors LLC | 152,476 | $17.71M | 3.5% | +0.8% | 0.147% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 31,860 | $3.88M | 0.1% | -36.3% | 0.031% | |
4/17/2025 | Dohj LLC | 157,426 | $19.19M | 4.4% | -11.1% | 0.152% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 205,203 | $25.02M | 0.0% | +1.5% | 0.198% | |
4/16/2025 | Matauro LLC | 4,291 | $523K | 0.1% | +36.2% | 0.004% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 81,946 | $9.99M | 1.3% | +9.3% | 0.079% | |
4/16/2025 | Patriot Investment Management Group Inc. | 1,694 | $207K | 0.0% | -33.5% | 0.002% | |
4/16/2025 | Spectrum Asset Management Inc. NB CA | 12,716 | $1.55M | 0.7% | -35.5% | 0.012% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 52,721 | $6.43M | 0.1% | +6.7% | 0.051% | |
4/15/2025 | Erickson Financial Group LLC | 129,685 | $15.81M | 11.8% | +0.1% | 0.125% | |
4/15/2025 | Fifth Third Bancorp | 372 | $45K | 0.0% | -36.6% | 0.000% | |
Now I look stupid. Real stupid... (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. |
4/15/2025 | Two West Capital Advisors LLC | 6,442 | $748K | 0.6% | +2.6% | 0.006% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 37,372 | $4.56M | 0.3% | -9.2% | 0.036% | |
4/15/2025 | Focus Financial Network Inc. | 20,990 | $2.56M | 0.1% | -1.7% | 0.020% | |
4/15/2025 | My Legacy Advisors LLC | 9,531 | $1.16M | 0.4% | -23.4% | 0.009% | |
4/15/2025 | CX Institutional | 3,262 | $398K | 0.0% | N/A | 0.003% | |
4/15/2025 | Integrated Advisors Network LLC | 32,438 | $3.96M | 0.2% | -4.4% | 0.031% | |
4/15/2025 | Ipsen Advisor Group LLC | 14,034 | $1.71M | 1.5% | -3.4% | 0.014% | |
4/15/2025 | Fiduciary Financial Group LLC | 4,589 | $524K | 0.1% | N/A | 0.004% | |
4/15/2025 | Simplicity Wealth LLC | 2,283 | $278K | 0.0% | N/A | 0.002% | |
4/15/2025 | GAMMA Investing LLC | 604 | $74K | 0.0% | +28.5% | 0.001% | |