11/1/2024 | Atria Investments Inc | 11,956 | $456K | 0.0% | +22.8% | 0.157% | |
10/24/2024 | Lunt Capital Management Inc. | 198,808 | $7.59M | 3.5% | +2.8% | 2.616% | |
10/23/2024 | Silver Oak Securities Incorporated | 54,720 | $2.08M | 0.2% | +439.6% | 0.720% | |
10/23/2024 | Ergawealth Advisors Inc. | 236,692 | $9.03M | 4.5% | +4.5% | 3.114% | |
10/21/2024 | Trilogy Capital Inc. | 11,762 | $449K | 0.0% | -5.2% | 0.155% | |
10/16/2024 | SPC Financial Inc. | 112,182 | $4.28M | 0.4% | +5.1% | 1.476% | |
|
9/5/2024 | Sanctuary Advisors LLC | 14,316 | $488K | 0.0% | N/A | 0.188% | |
8/21/2024 | SPC Financial Inc. | 106,730 | $3.69M | 0.3% | +8.0% | 1.404% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 129,071 | $4.46M | 0.0% | -33.0% | 1.698% | |
8/8/2024 | Envestnet Asset Management Inc. | 67,325 | $2.33M | 0.0% | +2.4% | 0.886% | |
8/8/2024 | PFG Advisors | 40,517 | $1.40M | 0.1% | -29.4% | 0.533% | |
7/30/2024 | WBI Investments LLC | 56,887 | $1.97M | 0.5% | -17.8% | 0.749% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 35,793 | $1.24M | 0.0% | -18.5% | 0.471% | |
7/23/2024 | Geneos Wealth Management Inc. | 340,465 | $11.77M | 0.5% | -0.5% | 4.480% | |
7/22/2024 | Ergawealth Advisors Inc. | 226,442 | $7.83M | 4.3% | -0.9% | 2.980% | |
5/29/2024 | Soltis Investment Advisors LLC | 184,138 | $6.45M | 0.7% | -16.3% | 2.423% | |
5/24/2024 | Cetera Advisors LLC | 57,043 | $2.00M | 0.0% | -10.0% | 0.751% | |
5/24/2024 | Cetera Investment Advisers | 62,578 | $2.19M | 0.0% | N/A | 0.823% | |
5/14/2024 | CreativeOne Wealth LLC | 39,660 | $1.39M | 0.1% | +3.2% | 0.522% | |
5/10/2024 | Osaic Holdings Inc. | 316,657 | $11.10M | 0.0% | -1.1% | 4.167% | |
5/7/2024 | PFG Advisors | 57,427 | $2.01M | 0.1% | -26.7% | 0.756% | |
5/4/2024 | SPC Financial Inc. | 98,796 | $3.46M | 0.3% | +5.1% | 1.300% | |
5/4/2024 | Geneos Wealth Management Inc. | 342,093 | $11.99M | 0.5% | -12.3% | 4.501% | |
5/4/2024 | WBI Investments LLC | 69,180 | $2.42M | 0.5% | N/A | 0.910% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,899 | $1.54M | 0.0% | -24.2% | 0.563% | |
4/24/2024 | Leavell Investment Management Inc. | 10,747 | $377K | 0.0% | -3.4% | 0.138% | |
4/23/2024 | Lunt Capital Management Inc. | 180,952 | $6.34M | 3.2% | +6.6% | 2.320% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 62,566 | $2.19M | 0.0% | -67.2% | 0.802% | |
4/22/2024 | Nilsine Partners LLC | 7,496 | $263K | 0.0% | N/A | 0.096% | |
4/17/2024 | Trilogy Capital Inc. | 20,580 | $721K | 0.0% | -17.9% | 0.264% | |
4/16/2024 | MCF Advisors LLC | 769 | $27K | 0.0% | N/A | 0.010% | |
4/15/2024 | Sound Income Strategies LLC | 920 | $32K | 0.0% | N/A | 0.005% | |
2/26/2024 | Integrated Advisors Network LLC | 19,669 | $661K | 0.0% | -36.0% | 0.106% | |
2/14/2024 | White Knight Strategic Wealth Advisors LLC | 16,646 | $560K | 0.6% | -12.1% | 0.090% | |
2/12/2024 | Tradition Wealth Management LLC | 1,157 | $39K | 0.0% | -37.8% | 0.006% | |
2/9/2024 | Advisory Services Network LLC | 5,654 | $190K | 0.0% | N/A | 0.030% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 57,944 | $1.95M | 0.0% | -10.5% | 0.312% | |
2/9/2024 | Assetmark Inc. | 52,430 | $1.76M | 0.0% | -5.7% | 0.283% | |
2/9/2024 | CreativeOne Wealth LLC | 38,428 | $1.29M | 0.1% | -1.5% | 0.207% | |
2/8/2024 | Level Four Advisory Services LLC | 8,409 | $283K | 0.0% | -27.7% | 0.045% | |
True paradigm shift (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. |
2/7/2024 | Avantax Advisory Services Inc. | 22,862 | $769K | 0.0% | -2.9% | 0.123% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 9,155 | $308K | 0.0% | -41.7% | 0.049% | |
2/5/2024 | Silver Oak Securities Incorporated | 36,672 | $1.23M | 0.2% | +528.2% | 0.198% | |
2/2/2024 | Truist Financial Corp | 6,190 | $208K | 0.0% | -95.1% | 0.033% | |
2/2/2024 | Atria Wealth Solutions Inc. | 14,597 | $491K | 0.0% | -31.4% | 0.079% | |
2/1/2024 | CWM LLC | 2,660 | $89K | 0.0% | -26.3% | 0.014% | |
1/31/2024 | J.W. Cole Advisors Inc. | 6,752 | $227K | 0.0% | -41.4% | 0.036% | |
1/30/2024 | Ergawealth Advisors Inc. | 213,622 | $7.18M | 4.4% | +5.6% | 1.152% | |
1/30/2024 | Lunt Capital Management Inc. | 169,781 | $5.71M | 3.0% | -2.0% | 0.915% | |
1/26/2024 | Soltis Investment Advisors LLC | 219,957 | $7.40M | 0.8% | -37.1% | 1.186% | |
1/26/2024 | Geneos Wealth Management Inc. | 389,877 | $13.11M | 0.6% | -0.9% | 2.102% | |
1/23/2024 | Leavell Investment Management Inc. | 11,124 | $376K | 0.0% | -19.4% | 0.060% | |
1/23/2024 | Lee Financial Group Hawaii Inc. | 401,786 | $13.51M | 11.5% | -2.1% | 2.166% | |
1/19/2024 | PFG Advisors | 78,350 | $2.64M | 0.2% | -68.8% | 0.422% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 190,672 | $6.41M | 0.0% | -84.6% | 1.028% | |
1/16/2024 | Raymond James & Associates | 47,440 | $1.60M | 0.0% | -56.9% | 0.256% | |
1/12/2024 | Trilogy Capital Inc. | 25,062 | $843K | 0.1% | -12.2% | 0.135% | |
11/20/2023 | Silver Oak Securities Incorporated | 5,838 | $201K | 0.0% | -80.0% | 0.031% | |
11/16/2023 | Integrated Advisors Network LLC | 30,736 | $1.06M | 0.1% | -3.2% | 0.166% | |
11/14/2023 | White Knight Strategic Wealth Advisors LLC | 18,933 | $652K | 0.9% | +9.1% | 0.102% | |
11/14/2023 | Tower Research Capital LLC TRC | 21,462 | $739K | 0.0% | +22.2% | 0.116% | |
11/13/2023 | LPL Financial LLC | 339,769 | $11.70M | 0.0% | -14.3% | 1.832% | |
11/13/2023 | Envestnet Asset Management Inc. | 142,551 | $4.91M | 0.0% | -16.7% | 0.768% | |
11/13/2023 | Kestra Advisory Services LLC | 27,842 | $959K | 0.0% | -3.1% | 0.150% | |
11/9/2023 | SPC Financial Inc. | 78,463 | $2.70M | 0.3% | +5.4% | 0.423% | |
11/8/2023 | HighTower Advisors LLC | 53,032 | $1.84M | 0.0% | +10.2% | 0.286% | |
11/8/2023 | Soltis Investment Advisors LLC | 349,804 | $12.05M | 1.6% | -4.9% | 1.886% | |
11/7/2023 | Cornerstone Wealth Management LLC | 182,912 | $6.30M | 0.6% | +1.4% | 0.986% | |
11/6/2023 | Sigma Planning Corp | 10,593 | $365K | 0.0% | -69.9% | 0.057% | |
11/6/2023 | Lincoln National Corp | 11,289 | $389K | 0.0% | +25.8% | 0.061% | |
11/3/2023 | Private Advisor Group LLC | 9,488 | $327K | 0.0% | -14.3% | 0.051% | |
10/31/2023 | Lunt Capital Management Inc. | 173,222 | $5.97M | 3.1% | +3.7% | 0.934% | |
10/30/2023 | Ergawealth Advisors Inc. | 202,378 | $6.97M | 4.8% | +1.1% | 1.091% | |
10/27/2023 | Assetmark Inc. | 55,596 | $1.92M | 0.0% | +6.6% | 0.300% | |
10/24/2023 | J.W. Cole Advisors Inc. | 11,516 | $397K | 0.0% | -30.5% | 0.062% | |
10/24/2023 | Stratos Wealth Advisors LLC | 8,270 | $285K | 0.0% | -12.6% | 0.045% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 1,238,955 | $42.68M | 0.1% | -19.6% | 6.679% | |
10/24/2023 | Raymond James & Associates | 110,165 | $3.80M | 0.0% | +6.1% | 0.594% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 64,722 | $2.23M | 0.0% | -12.3% | 0.349% | |
10/23/2023 | Commonwealth Equity Services LLC | 37,931 | $1.31M | 0.0% | -5.8% | 0.204% | |
10/18/2023 | Lee Financial Group Hawaii Inc. | 410,599 | $14.14M | 13.0% | +11.5% | 2.213% | |
10/17/2023 | CreativeOne Wealth LLC | 39,013 | $1.34M | 0.1% | -1.9% | 0.210% | |
10/16/2023 | Trilogy Capital Inc. | 28,556 | $984K | 0.1% | -3.9% | 0.154% | |
10/13/2023 | Weaver Consulting Group | 10,772 | $371K | 0.2% | -23.2% | 0.058% | |
10/13/2023 | PFG Advisors | 250,933 | $8.64M | 0.8% | -8.9% | 1.353% | |
10/11/2023 | Geneos Wealth Management Inc. | 393,550 | $13.56M | 0.7% | -20.8% | 2.122% | |
10/10/2023 | Avondale Wealth Management | 89,136 | $3.07M | 2.7% | -6.8% | 0.481% | |
8/21/2023 | Osaic Holdings Inc. | 827,733 | $31.08M | 0.1% | -58.2% | 4.462% | |
8/11/2023 | White Knight Strategic Wealth Advisors LLC | 17,350 | $651K | 0.8% | +21.8% | 0.094% | |
8/11/2023 | Kestra Advisory Services LLC | 28,732 | $1.08M | 0.0% | -3.1% | 0.155% | |
True paradigm shift (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. |
8/10/2023 | Osaic Holdings Inc. | 827,733 | $31.08M | 0.1% | -58.2% | 4.462% | |
8/10/2023 | GeoWealth Management LLC | 18,958 | $712K | 0.1% | +125.4% | 0.102% | |
8/10/2023 | Commonwealth Equity Services LLC | 40,274 | $1.51M | 0.0% | -5.1% | 0.217% | |
8/10/2023 | Private Advisor Group LLC | 11,065 | $415K | 0.0% | -7.8% | 0.060% | |
8/10/2023 | Cetera Advisors LLC | 123,149 | $4.62M | 0.1% | +92.0% | 0.664% | |
8/10/2023 | Cetera Advisor Networks LLC | 36,662 | $1.38M | 0.0% | -80.3% | 0.198% | |
8/10/2023 | Financial Architects Inc | 21,274 | $799K | 0.1% | -71.9% | 0.115% | |
8/9/2023 | Flow Traders U.S. LLC | 17,519 | $658K | 0.0% | -10.7% | 0.094% | |
8/9/2023 | Coastal Investment Advisors Inc. | 6,015 | $226K | 0.0% | N/A | 0.032% | |
8/9/2023 | Soltis Investment Advisors LLC | 367,666 | $13.80M | 1.6% | -0.9% | 1.982% | |