1/21/2025 | Alpha Financial Advisors LLC | 58,918 | $1.46M | 0.7% | -1.0% | 0.807% | |
1/21/2025 | Firethorn Wealth Partners LLC | 14,006 | $347K | 0.2% | -4.2% | 0.192% | |
1/21/2025 | RFG Advisory LLC | 232,529 | $5.75M | 0.2% | +4.9% | 3.185% | |
1/17/2025 | Yeomans Consulting Group Inc. | 50,548 | $1.25M | 0.5% | +1.8% | 0.692% | |
1/16/2025 | Lam Group Inc. | 3,825 | $95K | 0.1% | +44.1% | 0.052% | |
1/15/2025 | Sax Wealth Advisors LLC | 12,353 | $306K | 0.0% | -18.9% | 0.169% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 17,926 | $443K | 0.0% | +48.1% | 0.246% | |
1/14/2025 | Park Avenue Securities LLC | 17,628 | $436K | 0.0% | +117.3% | 0.241% | |
11/15/2024 | Abel Hall LLC | 50,905 | $1.37M | 0.9% | -1.0% | 0.697% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 18,891 | $508K | 0.2% | -7.2% | 0.259% | |
|
11/15/2024 | Jane Street Group LLC | 73,895 | $1.99M | 0.0% | -75.7% | 1.012% | |
11/15/2024 | SageView Advisory Group LLC | 8,543 | $230K | 0.0% | -86.1% | 0.117% | |
11/12/2024 | Nwam LLC | 7,738 | $208K | 0.0% | N/A | 0.106% | |
11/12/2024 | Altiora Financial Group LLC | 25,480 | $685K | 0.2% | N/A | 0.349% | |
11/6/2024 | OneDigital Investment Advisors LLC | 26,247 | $705K | 0.0% | +2.0% | 0.360% | |
11/2/2024 | Retirement Solution LLC | 220,541 | $5.93M | 1.4% | -1.2% | 3.021% | |
10/29/2024 | Lodestone Wealth Management LLC | 49,298 | $1.39M | 0.7% | -3.2% | 0.675% | |
10/29/2024 | Chicago Partners Investment Group LLC | 128,072 | $3.37M | 0.1% | +1.1% | 1.754% | |
10/28/2024 | HM Payson & Co. | 33,522 | $901K | 0.0% | +2.6% | 0.459% | |
10/24/2024 | Yeomans Consulting Group Inc. | 49,642 | $1.33M | 0.5% | +2.4% | 0.680% | |
10/22/2024 | Maryland Capital Advisors Inc. | 1,559 | $42K | 0.0% | +153.5% | 0.021% | |
10/22/2024 | RCS Financial Planning LLC | 19,183 | $515K | 0.3% | -2.0% | 0.263% | |
10/22/2024 | Sequoia Financial Advisors LLC | 88,784 | $2.39M | 0.0% | +8.0% | 1.216% | |
10/21/2024 | Mills Wealth Advisors LLC | 41,198 | $1.11M | 0.8% | -3.3% | 0.564% | |
10/18/2024 | Fortress Wealth Management Inc. | 128,743 | $3.46M | 1.7% | N/A | 1.764% | |
10/18/2024 | Schubert & Co | 37,005 | $994K | 0.7% | +103.2% | 0.507% | |
10/17/2024 | RFG Advisory LLC | 221,638 | $5.96M | 0.2% | +7.6% | 3.036% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 221,642 | $5.96M | 0.7% | +1.4% | 3.036% | |
10/16/2024 | Firethorn Wealth Partners LLC | 14,624 | $393K | 0.2% | -3.5% | 0.200% | |
10/15/2024 | von Borstel & Associates Inc. | 126,530 | $3.40M | 1.9% | N/A | 1.733% | |
10/9/2024 | Unison Advisors LLC | 1,230,422 | $33.06M | 4.0% | -2.5% | 16.855% | |
10/8/2024 | Evanson Asset Management LLC | 40,501 | $1.09M | 0.1% | +14.8% | 0.555% | |
10/3/2024 | Park Avenue Securities LLC | 8,114 | $218K | 0.0% | N/A | 0.111% | |
8/21/2024 | Truist Financial Corp | 14,071 | $366K | 0.0% | +13.4% | 0.193% | |
8/16/2024 | NewEdge Advisors LLC | 111,527 | $2.90M | 0.0% | +1.6% | 1.528% | |
8/14/2024 | Bank of Montreal Can | 63,264 | $1.66M | 0.0% | +99.2% | 0.867% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 20,363 | $530K | 0.2% | +11.9% | 0.279% | |
8/8/2024 | Envestnet Asset Management Inc. | 111,654 | $2.91M | 0.0% | +6.2% | 1.530% | |
8/2/2024 | Tortoise Investment Management LLC | 39,852 | $1.04M | 0.1% | +15.6% | 0.546% | |
7/31/2024 | Commonwealth Equity Services LLC | 114,695 | $2.98M | 0.0% | +6.9% | 1.571% | |
I was wrong. Dead wrong. (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. |
7/30/2024 | DiNuzzo Private Wealth Inc. | 218,648 | $5.69M | 0.8% | +1.5% | 2.995% | |
7/25/2024 | Yeomans Consulting Group Inc. | 48,493 | $1.26M | 0.5% | +2.5% | 0.664% | |
7/25/2024 | Retirement Solution LLC | 223,188 | $5.81M | 1.6% | +111.9% | 3.057% | |
7/24/2024 | Meredith Wealth Planning | 68,377 | $1.78M | 0.9% | +15.2% | 0.937% | |
7/23/2024 | Elser Financial Planning Inc | 896,368 | $23.96M | 3.6% | N/A | 12.279% | |
7/22/2024 | RCS Financial Planning LLC | 19,571 | $509K | 0.3% | -55.8% | 0.268% | |
7/16/2024 | Lodestone Wealth Management LLC | 50,944 | $1.36M | 0.7% | +30.8% | 0.698% | |
7/16/2024 | Sequoia Financial Advisors LLC | 82,243 | $2.14M | 0.0% | +15.1% | 1.127% | |
7/15/2024 | RFG Advisory LLC | 205,914 | $5.36M | 0.2% | +2.9% | 2.821% | |
7/13/2024 | Unison Advisors LLC | 1,262,206 | $32.84M | 4.1% | -50.6% | 17.290% | |
7/13/2024 | Evanson Asset Management LLC | 35,276 | $918K | 0.1% | +14.7% | 0.483% | |
7/12/2024 | Sax Wealth Advisors LLC | 15,225 | $396K | 0.0% | -10.9% | 0.209% | |
7/11/2024 | Symmetry Partners LLC | 427,181 | $11.12M | 0.6% | -20.3% | 5.852% | |
7/11/2024 | Walden Wealth Partners LLC | 111,306 | $2.90M | 1.6% | +2.8% | 1.525% | |
6/20/2024 | HM Payson & Co. | 32,672 | $811K | 0.0% | N/A | 0.448% | |
5/14/2024 | Sax Wealth Advisors LLC | 17,085 | $424K | 0.0% | -6.8% | 0.234% | |
5/9/2024 | SageView Advisory Group LLC | 8,347 | $207K | 0.0% | -84.4% | 0.114% | |
5/7/2024 | Retirement Solution Inc. | 105,327 | $2.61M | 0.7% | +0.8% | 1.443% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 215,443 | $5.35M | 0.7% | +0.7% | 2.951% | |
5/3/2024 | Rehmann Capital Advisory Group | 9,911 | $246K | 0.0% | N/A | 0.122% | |
5/1/2024 | Sequoia Financial Advisors LLC | 71,448 | $1.77M | 0.0% | +10.9% | 0.882% | |
4/30/2024 | Lodestone Wealth Management LLC | 38,956 | $993K | 0.5% | +4.0% | 0.481% | |
4/29/2024 | Commonwealth Equity Services LLC | 107,299 | $2.66M | 0.0% | +15.0% | 1.325% | |
4/26/2024 | RCS Financial Planning LLC | 44,303 | $1.10M | 0.7% | -12.4% | 0.547% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,884 | $72K | 0.0% | +2,595.3% | 0.036% | |
4/23/2024 | Meredith Wealth Planning | 59,332 | $1.47M | 0.8% | +12.1% | 0.732% | |
4/23/2024 | Applied Capital LLC | 64,432 | $1.60M | 0.9% | +3.7% | 0.795% | |
4/16/2024 | Firethorn Wealth Partners LLC | 13,372 | $332K | 0.2% | +51.5% | 0.203% | |
4/13/2024 | Evanson Asset Management LLC | 30,755 | $763K | 0.1% | +35.6% | 0.466% | |
4/12/2024 | Unison Advisors LLC | 2,554,921 | $63.41M | 6.3% | +2.9% | 38.711% | |
4/11/2024 | RFG Advisory LLC | 200,118 | $4.97M | 0.2% | +3.7% | 3.032% | |
4/11/2024 | Walden Wealth Partners LLC | 108,311 | $2.71M | 1.6% | +8.3% | 1.641% | |
4/5/2024 | Lam Group Inc. | 2,645 | $66K | 0.1% | +368.1% | 0.040% | |
4/2/2024 | Symmetry Partners LLC | 535,773 | $13.30M | 1.0% | -14.2% | 8.118% | |
3/14/2024 | Walden Wealth Partners LLC | 100,016 | $2.43M | 1.5% | N/A | 1.515% | |
3/14/2024 | Yeomans Consulting Group Inc. | 46,002 | $1.12M | 0.6% | N/A | 0.697% | |
3/6/2024 | SageView Advisory Group LLC | 53,470 | $1.25M | 0.0% | N/A | 0.810% | |
2/29/2024 | Tortoise Investment Management LLC | 31,717 | $769K | 0.1% | +3.3% | 0.481% | |
2/28/2024 | Abel Hall LLC | 48,453 | $1.18M | 1.0% | N/A | 0.734% | |
2/23/2024 | Chicago Partners Investment Group LLC | 42,772 | $1.01M | 0.0% | +29.5% | 0.648% | |
2/12/2024 | Schubert & Co | 12,849 | $312K | 0.3% | +3.6% | 0.195% | |
2/9/2024 | SageView Advisory Group LLC | 53,470 | $1.25M | 0.0% | N/A | 0.810% | |
2/8/2024 | Tortoise Investment Management LLC | 34,467 | $826K | 0.1% | +12.2% | 0.522% | |
2/8/2024 | Beacon Pointe Advisors LLC | 426,748 | $10.35M | 0.1% | +6.6% | 6.466% | |
2/8/2024 | RCS Financial Planning LLC | 50,567 | $1.23M | 0.8% | +5.6% | 0.766% | |
2/6/2024 | Lincoln National Corp | 22,418 | $544K | 0.0% | +6.4% | 0.340% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 137,197 | $3.33M | 0.2% | +25.4% | 2.079% | |
2/6/2024 | Alpha Financial Advisors LLC | 60,405 | $1.47M | 0.7% | +14.4% | 0.915% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 214,034 | $5.19M | 0.7% | N/A | 3.243% | |
2/5/2024 | Savant Capital LLC | 107,007 | $2.60M | 0.0% | N/A | 1.621% | |
DeFi Coin on Verge of Breakout! (Ad) The blueprint for millionaires is here.
Don't let this be the missed opportunity you regret for years.
Claim your FREE book now before it's too late! |
2/2/2024 | Truist Financial Corp | 12,417 | $301K | 0.0% | +21.9% | 0.188% | |
2/2/2024 | Retirement Solution Inc. | 104,524 | $2.53M | 0.7% | +2.6% | 1.584% | |
1/26/2024 | Sequoia Financial Advisors LLC | 64,402 | $1.56M | 0.0% | +20.1% | 0.976% | |
1/25/2024 | Meredith Wealth Planning | 52,905 | $1.28M | 0.8% | N/A | 0.802% | |
1/25/2024 | RFG Advisory LLC | 192,989 | $4.68M | 0.2% | -26.1% | 2.924% | |
1/25/2024 | Firethorn Wealth Partners LLC | 8,829 | $214K | 0.1% | N/A | 0.134% | |
1/25/2024 | Lodestone Wealth Management LLC | 37,452 | $935K | 0.5% | +10.1% | 0.567% | |
1/23/2024 | Envision Financial Planning LLC | 9,049 | $219K | 0.2% | N/A | 0.137% | |
1/23/2024 | Applied Capital LLC | 62,157 | $1.51M | 0.8% | +1.8% | 0.942% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 18,135 | $440K | 0.2% | +74.6% | 0.275% | |