4/3/2025 | Collective Family Office LLC | 68,201 | $2.10M | 0.6% | -5.6% | 0.032% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 112,135 | $3.26M | 0.0% | -2.8% | 0.053% | |
2/26/2025 | Sculati Wealth Management LLC | 248,475 | $7.22M | 2.8% | +2.6% | 0.124% | |
2/18/2025 | Western Wealth Management LLC | 10,411 | $302K | 0.1% | N/A | 0.005% | |
2/17/2025 | Waverly Advisors LLC | 83,014 | $2.41M | 0.0% | +3.9% | 0.041% | |
2/17/2025 | Windsor Advisory Group LLC | 2,747 | $80K | 0.1% | N/A | 0.001% | |
2/17/2025 | Vivaldi Capital Management LP | 62,303 | $1.83M | 0.3% | +10.8% | 0.031% | |
2/17/2025 | Quantinno Capital Management LP | 21,914 | $637K | 0.0% | +88.9% | 0.011% | |
2/17/2025 | Kaizen Financial Strategies | 45,563 | $1.32M | 0.7% | +3.1% | 0.023% | |
2/17/2025 | Focus Partners Wealth | 73,623 | $2.14M | 0.0% | +661.0% | 0.037% | |
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2/17/2025 | Clark Capital Management Group Inc. | 68,019 | $1.98M | 0.0% | -3.4% | 0.034% | |
2/17/2025 | EP Wealth Advisors LLC | 69,092 | $2.01M | 0.0% | +122.9% | 0.034% | |
2/17/2025 | Colonial Trust Co SC | 1,215 | $35K | 0.0% | N/A | 0.001% | |
2/17/2025 | CoreCap Advisors LLC | 15,209 | $442K | 0.0% | +72.3% | 0.008% | |
2/17/2025 | Cresset Asset Management LLC | 9,832 | $286K | 0.0% | +45.0% | 0.005% | |
2/17/2025 | Cahill Financial Advisors Inc. | 46,132 | $1.34M | 0.2% | -1.4% | 0.023% | |
2/17/2025 | Captrust Financial Advisors | 11,182 | $325K | 0.0% | N/A | 0.006% | |
2/17/2025 | Baird Financial Group Inc. | 40,981 | $1.19M | 0.0% | N/A | 0.020% | |
2/17/2025 | Bank of America Corp DE | 1,921,045 | $55.81M | 0.0% | +0.6% | 0.959% | |
2/17/2025 | Accredited Wealth Management LLC | 1,145 | $33K | 0.0% | N/A | 0.001% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 34,336 | $997K | 0.0% | +14.5% | 0.017% | |
2/14/2025 | Davidson Kahn Capital Management LLC | 19,234 | $559K | 0.5% | N/A | 0.010% | |
2/14/2025 | Jane Street Group LLC | 490,861 | $14.26M | 0.0% | N/A | 0.245% | |
2/14/2025 | Waterford Advisors LLC | 270,625 | $7.86M | 4.0% | N/A | 0.135% | |
2/14/2025 | Comerica Bank | 28,614 | $831K | 0.0% | +206.4% | 0.014% | |
2/14/2025 | Lido Advisors LLC | 8,238 | $239K | 0.0% | +28.3% | 0.004% | |
2/14/2025 | Northern Trust Corp | 9,576 | $278K | 0.0% | N/A | 0.005% | |
2/14/2025 | Beacon Pointe Advisors LLC | 36,188 | $1.05M | 0.0% | -6.1% | 0.018% | |
2/14/2025 | Cheviot Value Management LLC | 116,108 | $3.37M | 0.6% | +6.9% | 0.058% | |
2/14/2025 | Seven Springs Wealth Group LLC | 313,745 | $9.11M | 3.4% | +3.3% | 0.157% | |
2/14/2025 | IHT Wealth Management LLC | 9,220 | $268K | 0.0% | -37.8% | 0.005% | |
2/14/2025 | Stifel Financial Corp | 53,631 | $1.56M | 0.0% | +6.1% | 0.027% | |
2/13/2025 | Mariner LLC | 77,555 | $2.25M | 0.0% | -2.4% | 0.039% | |
2/13/2025 | SageView Advisory Group LLC | 9,560 | $278K | 0.0% | -8.0% | 0.005% | |
2/13/2025 | Integrity Financial Corp WA | 2,681 | $78K | 0.0% | N/A | 0.001% | |
2/13/2025 | Kelman Lazarov Inc. | 570,000 | $16.56M | 3.0% | -2.2% | 0.285% | |
2/13/2025 | Bessemer Group Inc. | 1,202 | $35K | 0.0% | N/A | 0.001% | |
2/13/2025 | Raymond James Financial Inc. | 496,644 | $14.43M | 0.0% | N/A | 0.248% | |
2/13/2025 | Renaissance Technologies LLC | 76,561 | $2.22M | 0.0% | N/A | 0.038% | |
2/13/2025 | Elgethun Capital Management | 349,671 | $10.16M | 2.5% | +9.6% | 0.175% | |
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.
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2/13/2025 | Bank of Montreal Can | 13,852 | $402K | 0.0% | +12.6% | 0.007% | |
2/13/2025 | Cerity Partners LLC | 37,108 | $1.08M | 0.0% | +25.4% | 0.019% | |
2/13/2025 | FMR LLC | 18,159,927 | $527.55M | 0.0% | +22.9% | 9.066% | |
2/13/2025 | Quadrant Capital Group LLC | 8,516 | $247K | 0.0% | +6.4% | 0.004% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,022,113 | $29.69M | 0.0% | -2.1% | 0.510% | |
2/13/2025 | Oarsman Capital Inc. | 10,241 | $298K | 0.1% | +6.9% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 66,992 | $1.95M | 0.0% | -93.7% | 0.033% | |
2/12/2025 | Unison Advisors LLC | 1,362,426 | $39.58M | 4.7% | +0.7% | 0.680% | |
2/12/2025 | OLD Mission Capital LLC | 445,413 | $12.94M | 0.2% | N/A | 0.222% | |
2/12/2025 | National Bank of Canada FI | 649,701 | $18.89M | 0.0% | -36.8% | 0.324% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 2,668 | $78K | 0.0% | +19.2% | 0.001% | |
2/12/2025 | CIBC Private Wealth Group LLC | 8,148 | $235K | 0.0% | +13.5% | 0.004% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,994 | $58K | 0.0% | N/A | 0.001% | |
2/12/2025 | Riverchase Wealth Management LLC | 20,374 | $592K | 0.4% | N/A | 0.010% | |
2/12/2025 | Orion Portfolio Solutions LLC | 158,112 | $4.59M | 0.0% | -2.7% | 0.079% | |
2/12/2025 | JPMorgan Chase & Co. | 198,106 | $5.76M | 0.0% | +4.0% | 0.099% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 1,653 | $48K | 0.0% | N/A | 0.001% | |
2/11/2025 | Ashton Thomas Securities LLC | 3,442 | $100K | 0.0% | -24.9% | 0.002% | |
2/11/2025 | LPL Financial LLC | 319,931 | $9.29M | 0.0% | +29.0% | 0.160% | |
2/11/2025 | Lee Danner & Bass Inc. | 1,901 | $55K | 0.0% | N/A | 0.001% | |
2/11/2025 | HUB Investment Partners LLC | 9,856 | $286K | 0.0% | -16.2% | 0.005% | |
2/10/2025 | Signaturefd LLC | 3,273 | $95K | 0.0% | -33.3% | 0.002% | |
2/10/2025 | Harbour Investments Inc. | 2,513 | $73K | 0.0% | -14.4% | 0.001% | |
2/10/2025 | Corient Private Wealth LLC | 19,190 | $557K | 0.0% | -13.9% | 0.010% | |
2/10/2025 | Tumwater Wealth Management LLC | 15,351 | $446K | 0.2% | N/A | 0.008% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 12,427 | $361K | 0.0% | +8.2% | 0.006% | |
2/10/2025 | Commonwealth Equity Services LLC | 439,156 | $12.76M | 0.0% | +7.2% | 0.219% | |
2/7/2025 | Sequoia Financial Advisors LLC | 16,258 | $472K | 0.0% | +16.2% | 0.008% | |
2/7/2025 | HighTower Advisors LLC | 51,227 | $1.49M | 0.0% | -40.5% | 0.026% | |
2/7/2025 | Independent Advisor Alliance | 6,966 | $202K | 0.0% | N/A | 0.003% | |
2/7/2025 | Johnson Investment Counsel Inc. | 83,977 | $2.44M | 0.0% | +12.8% | 0.042% | |
2/7/2025 | Bell Investment Advisors Inc | 225,407 | $6.55M | 1.2% | +4.3% | 0.113% | |
2/7/2025 | Larson Financial Group LLC | 13,689 | $398K | 0.0% | +58.1% | 0.007% | |
2/7/2025 | PNC Financial Services Group Inc. | 5,643 | $164K | 0.0% | +137.7% | 0.003% | |
2/6/2025 | Freestone Capital Holdings LLC | 8,277 | $240K | 0.0% | N/A | 0.004% | |
2/6/2025 | Raymond James Financial Inc. | 496,644 | $14.43M | 0.0% | N/A | 0.248% | |
2/6/2025 | Assetmark Inc. | 18,889 | $549K | 0.0% | +5,802.8% | 0.009% | |
2/6/2025 | Smithfield Trust Co | 2,233 | $65K | 0.0% | -31.9% | 0.001% | |
2/6/2025 | Victory Capital Management Inc. | 3,683,459 | $107.00M | 0.1% | -0.3% | 1.839% | |
2/6/2025 | Exencial Wealth Advisors LLC | 303,762 | $8.82M | 0.3% | +0.9% | 0.152% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 123,495,645 | $3.59B | 0.7% | -0.3% | 61.655% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,188 | $35K | 0.0% | +88.6% | 0.001% | |
2/6/2025 | Mission Wealth Management LP | 7,677 | $223K | 0.0% | +19.5% | 0.004% | |
2/6/2025 | Von Berge Wealth Management Group LLC | 19,787 | $592K | 0.4% | +4.0% | 0.010% | |
2/6/2025 | Jones Financial Companies Lllp | 16,307 | $474K | 0.0% | +73.4% | 0.008% | |
2/5/2025 | Smartleaf Asset Management LLC | 1,181 | $34K | 0.0% | +5,268.2% | 0.001% | |
2/5/2025 | US Bancorp DE | 8,201 | $238K | 0.0% | +18.0% | 0.004% | |
2/5/2025 | Veridan Wealth LLC | 104,394 | $3.08M | 1.4% | N/A | 0.052% | |
2/5/2025 | McGrath & Associates Inc. | 52,529 | $1.53M | 3.1% | N/A | 0.026% | |
2/5/2025 | Whipplewood Advisors LLC | 40,182 | $1.17M | 0.7% | N/A | 0.020% | |
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. |
2/5/2025 | Magnolia Private Wealth LLC | 42,752 | $1.24M | 0.7% | N/A | 0.021% | |
2/4/2025 | Ackerman Capital Advisors LLC | 45,531 | $1.32M | 0.3% | -1.6% | 0.023% | |
2/4/2025 | MorganRosel Wealth Management LLC | 16,648 | $484K | 0.2% | +11.6% | 0.008% | |
2/4/2025 | Keeler Thomas Management LLC | 226,593 | $6.59M | 2.3% | +16.3% | 0.113% | |
2/4/2025 | Bank of New York Mellon Corp | 21,980 | $639K | 0.0% | N/A | 0.011% | |
2/4/2025 | Quartz Partners LLC | 43,600 | $1.27M | 0.8% | +3.6% | 0.022% | |
2/4/2025 | IFP Advisors Inc | 8,396 | $244K | 0.0% | -27.3% | 0.004% | |
2/4/2025 | Y Intercept Hong Kong Ltd | 12,085 | $351K | 0.0% | -51.2% | 0.006% | |
2/4/2025 | Golden Bell Financial Planning LLC | 8,111 | $236K | 0.2% | N/A | 0.004% | |
2/4/2025 | Cabot Wealth Management Inc. | 273,108 | $7.93M | 1.0% | -23.7% | 0.136% | |