4/24/2025 | PDS Planning Inc | 863 | $816K | 0.1% | +7.5% | 0.001% | |
4/24/2025 | Motiv8 Investments LLC | 1,063 | $1.01M | 0.7% | N/A | 0.001% | |
4/23/2025 | GenTrust LLC | 447 | $423K | 0.0% | +3.5% | 0.000% | |
4/23/2025 | KPP Advisory Services LLC | 1,510 | $1.43M | 0.3% | N/A | 0.001% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 4,617 | $4.37M | 0.4% | -0.7% | 0.003% | |
4/23/2025 | Western Wealth Management LLC | 2,291 | $2.17M | 0.1% | +14.2% | 0.001% | |
4/23/2025 | Sabal Trust CO | 28,485 | $26.96M | 1.5% | N/A | 0.018% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 37,855 | $35.83M | 0.1% | +10.3% | 0.024% | |
4/23/2025 | Sequoia Financial Advisors LLC | 30,032 | $28.43M | 0.2% | +49.5% | 0.019% | |
4/23/2025 | Terra Nova Asset Management LLC | 2,366 | $2.24M | 1.8% | +5.0% | 0.002% | |
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4/23/2025 | Aspetuck Financial Management LLC | 794 | $752K | 0.6% | N/A | 0.001% | |
4/23/2025 | Security National Bank | 7,035 | $6.66M | 1.3% | N/A | 0.005% | |
4/23/2025 | Phillips Wealth Planners LLC | 719 | $632K | 0.7% | -9.0% | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 2,592 | $2.45M | 0.1% | -3.5% | 0.002% | |
4/23/2025 | TigerOak Management L.L.C. | 1,739 | $1.65M | 0.6% | -1.8% | 0.001% | |
4/23/2025 | Tyche Wealth Partners LLC | 1,464 | $1.39M | 0.3% | -41.9% | 0.001% | |
4/23/2025 | Generate Investment Management Ltd | 5,139 | $4.86M | 0.3% | -70.1% | 0.003% | |
4/23/2025 | Alpine Bank Wealth Management | 266 | $252K | 0.0% | N/A | 0.000% | |
4/23/2025 | FFG Partners LLC | 6,539 | $6.19M | 2.5% | N/A | 0.004% | |
4/23/2025 | HBK Sorce Advisory LLC | 3,769 | $3.57M | 0.1% | +3.4% | 0.002% | |
4/23/2025 | Pinnacle Bancorp Inc. | 966 | $914K | 0.3% | -3.7% | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 632 | $599K | 0.0% | +140.3% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 3,559 | $3.37M | 0.0% | -15.3% | 0.002% | |
4/23/2025 | First Pacific Financial | 1,059 | $1.00M | 0.2% | -13.8% | 0.001% | |
4/23/2025 | MOKAN Wealth Management Inc. | 1,365 | $1.29M | 0.8% | +16.8% | 0.001% | |
4/23/2025 | Spire Wealth Management | 1,661 | $1.57M | 0.1% | +11.9% | 0.001% | |
4/23/2025 | Mattern Capital Management LLC | 10,018 | $9.48M | 1.2% | -5.2% | 0.006% | |
4/23/2025 | Riverbend Wealth Management LLC | 587 | $555K | 0.5% | +3.5% | 0.000% | |
4/23/2025 | Daymark Wealth Partners LLC | 9,174 | $8.68M | 0.4% | -1.1% | 0.006% | |
4/23/2025 | Golden State Equity Partners | 1,454 | $1.38M | 0.3% | -1.6% | 0.001% | |
4/23/2025 | Field & Main Bank | 1,435 | $1.36M | 0.5% | +10.4% | 0.001% | |
4/23/2025 | Archford Capital Strategies LLC | 393 | $372K | 0.1% | N/A | 0.000% | |
4/23/2025 | Horizon Bancorp Inc. IN | 151 | $143K | 0.1% | N/A | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 1,077 | $1.02M | 0.0% | N/A | 0.001% | |
4/23/2025 | Cornerstone Wealth Group LLC | 5,954 | $5.64M | 0.5% | +1,164.1% | 0.004% | |
4/23/2025 | Harbour Capital Advisors LLC | 4,325 | $3.84M | 0.9% | -0.9% | 0.003% | |
4/23/2025 | New Covenant Trust Company N.A. | 241 | $228K | 0.2% | N/A | 0.000% | |
4/23/2025 | Community Financial Services Group LLC | 5,702 | $5.40M | 1.2% | +17.2% | 0.004% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 80,937 | $76.61M | 0.2% | -0.2% | 0.052% | |
4/23/2025 | Sava Infond d.o.o. | 7,657 | $7.25M | 1.4% | -5.1% | 0.005% | |
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. |
4/23/2025 | Ledyard National Bank | 1,067 | $1.01M | 0.1% | -2.1% | 0.001% | |
4/23/2025 | YHB Investment Advisors Inc. | 3,072 | $2.91M | 0.2% | N/A | 0.002% | |
4/23/2025 | Embree Financial Group | 5,171 | $4.89M | 0.8% | N/A | 0.003% | |
4/23/2025 | Legacy Advisors LLC | 684 | $647K | 0.1% | +5.1% | 0.000% | |
4/23/2025 | GHP Investment Advisors Inc. | 4,789 | $4.53M | 0.2% | +2.5% | 0.003% | |
4/23/2025 | Asset Management One Co. Ltd. | 66,603 | $63.04M | 0.2% | +5.7% | 0.043% | |
4/23/2025 | Narwhal Capital Management | 22,169 | $20.98M | 1.9% | +2.1% | 0.014% | |
4/23/2025 | Chapin Davis Inc. | 220 | $208K | 0.1% | N/A | 0.000% | |
4/23/2025 | Uncommon Cents Investing LLC | 720 | $681K | 0.2% | +3.6% | 0.000% | |
4/23/2025 | Valmark Advisers Inc. | 1,410 | $1.33M | 0.0% | -3.7% | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 10,507 | $9.95M | 0.2% | -24.9% | 0.007% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 15,688 | $14.85M | 0.2% | -0.4% | 0.010% | |
4/22/2025 | Park Capital Management LLC WI | 293 | $277K | 0.3% | N/A | 0.000% | |
4/22/2025 | XML Financial LLC | 471 | $446K | 0.0% | -9.4% | 0.000% | |
4/22/2025 | Sawgrass Asset Management LLC | 618 | $585K | 0.1% | -62.5% | 0.000% | |
4/22/2025 | Palumbo Wealth Management LLC | 451 | $427K | 0.1% | +20.3% | 0.000% | |
4/22/2025 | Centerpoint Advisory Group | 869 | $822K | 0.8% | N/A | 0.001% | |
4/22/2025 | Jmac Enterprises LLC | 1,130 | $1.07M | 0.3% | N/A | 0.001% | |
4/22/2025 | Flagship Harbor Advisors LLC | 1,213 | $1.15M | 0.1% | -3.5% | 0.001% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,171 | $18.15M | 0.1% | +4.2% | 0.012% | |
4/22/2025 | Crumly & Associates Inc. | 864 | $818K | 0.2% | +1.5% | 0.001% | |
4/22/2025 | Kennedy Investment Group | 600 | $568K | 0.3% | N/A | 0.000% | |
4/22/2025 | Wolff Wiese Magana LLC | 76 | $72K | 0.0% | +322.2% | 0.000% | |
4/22/2025 | Genesee Capital Advisors LLC | 1,494 | $1.41M | 0.7% | -3.2% | 0.001% | |
4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 4,295 | $4.07M | 0.3% | -4.6% | 0.003% | |
4/22/2025 | Manning & Napier Advisors LLC | 91,075 | $86.20M | 1.1% | -36.7% | 0.059% | |
4/22/2025 | Kentucky Retirement Systems | 10,083 | $9.54M | 0.3% | N/A | 0.006% | |
4/22/2025 | North Point Portfolio Managers Corp OH | 18,331 | $17.35M | 3.0% | +0.3% | 0.012% | |
4/22/2025 | Crews Bank & Trust | 1,592 | $1.51M | 0.3% | +1.8% | 0.001% | |
4/22/2025 | Shum Financial Group Inc. | 2,173 | $2.06M | 1.8% | +1.5% | 0.001% | |
4/22/2025 | First PREMIER Bank | 120 | $114K | 0.0% | N/A | 0.000% | |
4/22/2025 | First American Bank | 2,336 | $2.21M | 0.2% | +1.3% | 0.002% | |
4/22/2025 | Nilsine Partners LLC | 2,838 | $2.69M | 0.3% | +11.0% | 0.002% | |
4/22/2025 | Marietta Wealth Management LLC | 9,381 | $8.88M | 1.3% | N/A | 0.006% | |
4/22/2025 | Norway Savings Bank | 2,417 | $2.29M | 1.3% | N/A | 0.002% | |
4/22/2025 | Stonegate Investment Group LLC | 518 | $490K | 0.0% | -89.9% | 0.000% | |
4/22/2025 | ERTS Wealth Advisors LLC | 374 | $354K | 0.1% | -3.9% | 0.000% | |
4/22/2025 | PFG Investments LLC | 682 | $645K | 0.0% | -11.9% | 0.000% | |
4/22/2025 | Jamison Private Wealth Management Inc. | 5,612 | $5.31M | 0.8% | +0.9% | 0.004% | |
4/22/2025 | Rockline Wealth Management LLC | 856 | $810K | 0.2% | +2.1% | 0.001% | |
4/22/2025 | Carr Financial Group Corp | 333 | $315K | 0.1% | -36.8% | 0.000% | |
4/22/2025 | Advisor Resource Council | 573 | $542K | 0.0% | N/A | 0.000% | |
4/22/2025 | Segment Wealth Management LLC | 421 | $398K | 0.0% | N/A | 0.000% | |
4/21/2025 | Riverwater Partners LLC | 480 | $454K | 0.2% | -4.8% | 0.000% | |
4/21/2025 | Brady Family Wealth LLC | 8,545 | $8.09M | 2.6% | -1.7% | 0.006% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 235 | $222K | 0.2% | N/A | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 3,230 | $3.06M | 0.1% | -11.7% | 0.002% | |
4/21/2025 | ORG Partners LLC | 250 | $237K | 0.1% | +17.4% | 0.000% | |
4/21/2025 | Investment Research & Advisory Group Inc. | 5,371 | $5.08M | 2.1% | +1.2% | 0.003% | |
4/21/2025 | OLD Second National Bank of Aurora | 7,638 | $7.23M | 1.7% | -0.7% | 0.005% | |
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. |
4/21/2025 | River Street Advisors LLC | 2,438 | $2.31M | 1.1% | +7.1% | 0.002% | |
4/21/2025 | Retirement Systems of Alabama | 31,285 | $29.61M | 0.1% | -0.7% | 0.020% | |
4/21/2025 | Means Investment CO. Inc. | 1,257 | $1.19M | 0.1% | -41.4% | 0.001% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 406 | $384K | 0.1% | +9.1% | 0.000% | |
4/21/2025 | Trifecta Capital Advisors LLC | 4,653 | $4.40M | 0.9% | +5.8% | 0.003% | |
4/21/2025 | Blue Trust Inc. | 633 | $599K | 0.0% | +24.9% | 0.000% | |
4/21/2025 | ERn Financial LLC | 744 | $704K | 0.1% | -6.8% | 0.000% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,134 | $1.07M | 0.2% | -18.8% | 0.001% | |
4/21/2025 | United Advisor Group LLC | 419 | $397K | 0.1% | -35.1% | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 22,615 | $21.41M | 0.1% | -20.9% | 0.015% | |