| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 42,089 | $10.38M | 2.6% | +2.3% | 0.074% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 248,717 | $61.31M | 6.7% | +5.7% | 0.437% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 17,940 | $4.42M | 0.6% | -0.6% | 0.032% | |
| 7/18/2025 | TABR Capital Management LLC | 24,907 | $6.14M | 5.3% | N/A | 0.044% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 9,419 | $2.32M | 1.0% | -2.0% | 0.017% | |
| 7/18/2025 | Brueske Advisory Services LLC | 4,583 | $1.13M | 0.8% | N/A | 0.008% | |
| 7/18/2025 | Truist Financial Corp | 582,864 | $143.68M | 0.2% | -10.8% | 1.025% | |
| 7/17/2025 | Trivium Point Advisory LLC | 28,016 | $6.91M | 0.7% | +5.8% | 0.049% | |
| 7/17/2025 | Bluesphere Advisors LLC | 45,188 | $11.14M | 5.6% | -5.5% | 0.080% | |
| 7/17/2025 | Boulay Financial Advisors LLC | 586,277 | $144.52M | 22.3% | N/A | 1.033% | |
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| 7/17/2025 | LexAurum Advisors LLC | 1,553 | $383K | 0.1% | -3.4% | 0.003% | |
| 7/17/2025 | HB Wealth Management LLC | 1,241 | $306K | 0.0% | -29.5% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 21,371 | $5.27M | 0.0% | +5.4% | 0.038% | |
| 7/17/2025 | Venture Visionary Partners LLC | 9,054 | $2.23M | 0.1% | +2.3% | 0.016% | |
| 7/17/2025 | Cyr Financial Inc. | 1,938 | $478K | 0.4% | -10.0% | 0.003% | |
| 7/17/2025 | Fifth Third Securities Inc. | 39,644 | $9.77M | 0.7% | +5.6% | 0.070% | |
| 7/17/2025 | Sound Income Strategies LLC | 877 | $216K | 0.0% | +18.8% | 0.002% | |
| 7/17/2025 | Avior Wealth Management LLC | 17,220 | $4.25M | 0.1% | -3.2% | 0.030% | |
| 7/17/2025 | XY Planning Network Inc. | 1,131 | $279K | 0.1% | N/A | 0.002% | |
| 7/17/2025 | Charles Schwab Trust Co | 1,402 | $346K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 878 | $216K | 0.1% | N/A | 0.002% | |
| 7/16/2025 | Processus Wealth & Capital Management LLC | 31,139 | $7.68M | 6.1% | -3.7% | 0.055% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 10,498 | $2.59M | 1.2% | +108.3% | 0.018% | |
| 7/16/2025 | Instrumental Wealth LLC | 1,574 | $393K | 0.3% | +3.7% | 0.003% | |
| 7/16/2025 | Fischer Financial Services Inc. | 83,325 | $20.54M | 6.0% | +4.2% | 0.147% | |
| 7/16/2025 | Perigon Wealth Management LLC | 21,869 | $5.39M | 0.1% | +1.4% | 0.039% | |
| 7/15/2025 | McAdam LLC | 52,516 | $12.95M | 0.7% | -12.1% | 0.093% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 116,215 | $28.65M | 7.9% | +3.4% | 0.205% | |
| 7/15/2025 | EWG Elevate Inc. | 33,767 | $8.32M | 2.6% | N/A | 0.060% | |
| 7/15/2025 | CHB Investment Group LLC | 11,821 | $2.91M | 1.5% | +1.7% | 0.021% | |
| 7/15/2025 | Accurate Wealth Management LLC | 3,715 | $925K | 0.1% | +102.7% | 0.007% | |
| 7/15/2025 | Fifth Third Bancorp | 5,966 | $1.47M | 0.0% | -0.7% | 0.011% | |
| 7/15/2025 | Forte Capital LLC ADV | 3,394 | $837K | 0.1% | -1.9% | 0.006% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 76,178 | $18.78M | 13.6% | -0.2% | 0.134% | |
| 7/15/2025 | Kelly Financial Group LLC | 13,353 | $3.29M | 0.5% | -2.5% | 0.024% | |
| 7/14/2025 | AdvisorNet Financial Inc | 9,267 | $2.28M | 0.1% | +6.0% | 0.016% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 1,448 | $360K | 0.1% | -3.0% | 0.003% | |
| 7/14/2025 | Flagstar Advisors Inc. | 24,684 | $6.09M | 1.7% | -16.6% | 0.043% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,502 | $1.36M | 0.0% | +20.7% | 0.010% | |
| 7/14/2025 | Sowell Financial Services LLC | 5,327 | $1.31M | 0.1% | +128.1% | 0.009% | |
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| 7/11/2025 | Bond & Devick Financial Network Inc. | 38,000 | $9.37M | 3.1% | +3.9% | 0.067% | |
| 7/11/2025 | Bouvel Investment Partners LLC | 23,446 | $5.78M | 2.0% | N/A | 0.041% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,012 | $742K | 0.0% | +246.2% | 0.005% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 15,487 | $3.82M | 0.3% | -2.9% | 0.027% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 21,360 | $5.27M | 0.0% | N/A | 0.038% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,765 | $435K | 0.2% | N/A | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 42,675 | $10.60M | 0.0% | -9.9% | 0.075% | |
| 7/10/2025 | Compton Wealth Advisory Group LLC | 121,265 | $29.89M | 7.6% | -1.4% | 0.213% | |
| 7/10/2025 | Secure Asset Management LLC | 3,201 | $789K | 0.1% | -5.9% | 0.006% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 2,907 | $717K | 0.1% | +23.3% | 0.005% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 6,027 | $1.49M | 0.1% | -25.9% | 0.011% | |
| 7/10/2025 | Focus Financial Network Inc. | 8,334 | $2.06M | 0.1% | +19.1% | 0.015% | |
| 7/10/2025 | Sovran Advisors LLC | 14,346 | $3.54M | 0.4% | -2.2% | 0.025% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 271,149 | $66.84M | 10.1% | +20.2% | 0.477% | |
| 7/9/2025 | Stokes Capital Advisors LLC | 13,907 | $3.43M | 0.8% | -8.6% | 0.024% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 1,420 | $350K | 0.0% | +15.1% | 0.003% | |
| 7/9/2025 | Fermata Advisors LLC | 1,343 | $331K | 0.1% | -18.1% | 0.002% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 8,221 | $2.03M | 2.0% | -1.5% | 0.014% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 2,646 | $652K | 0.3% | +4.3% | 0.005% | |
| 7/8/2025 | Dover Advisors LLC | 9,896 | $2.44M | 1.1% | +32.4% | 0.017% | |
| 7/8/2025 | Persium Advisors LLC | 837 | $206K | 0.2% | N/A | 0.001% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 191,684 | $47.25M | 9.6% | -2.0% | 0.338% | |
| 7/8/2025 | Apella Capital LLC | 1,762 | $435K | 0.0% | +46.5% | 0.003% | |
| 7/8/2025 | Gradient Investments LLC | 3,249 | $801K | 0.0% | N/A | 0.006% | |
| 7/7/2025 | Investors Research Corp | 77,781 | $19.17M | 3.8% | +7.2% | 0.137% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 21,275 | $5.19M | 0.2% | -33.6% | 0.037% | |
| 7/7/2025 | Nova Wealth Management Inc. | 21,072 | $5.19M | 3.8% | +5.4% | 0.037% | |
| 7/7/2025 | TruWealth Advisors LLC | 5,006 | $1.23M | 0.1% | +19.4% | 0.009% | |
| 7/2/2025 | HBW Advisory Services LLC | 1,297 | $320K | 0.0% | -22.8% | 0.002% | |
| 7/2/2025 | Crumly & Associates Inc. | 41,428 | $10.21M | 2.5% | -0.4% | 0.073% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 31,854 | $7.85M | 0.7% | +18.0% | 0.056% | |
| 7/1/2025 | Bush Investment Group LLC | 91,566 | $22.57M | 15.2% | -10.9% | 0.162% | |
| 6/18/2025 | Voya Investment Management LLC | 36,490 | $7.70M | 0.0% | +189.3% | 0.065% | |
| 5/29/2025 | Nova Wealth Management Inc. | 19,984 | $4.22M | 3.6% | +5.4% | 0.035% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 67,577 | $14.26M | 8.7% | +14.2% | 0.120% | |
| 5/21/2025 | McAdam LLC | 59,723 | $12.60M | 0.8% | +1.4% | 0.106% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,674 | $9.00M | 0.3% | -18.5% | 0.076% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,217 | $1.73M | 0.1% | N/A | 0.015% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,217 | $1.73M | 0.4% | N/A | 0.015% | |
| 5/19/2025 | Jane Street Group LLC | 3,800 | $802K | 0.0% | -75.4% | 0.007% | |
| 5/19/2025 | Advisory Alpha LLC | 3,857 | $814K | 0.0% | +1.5% | 0.007% | |
| 5/19/2025 | SCS Capital Management LLC | 8,950 | $1.89M | 0.0% | N/A | 0.016% | |
| 5/16/2025 | Prostatis Group LLC | 6,955 | $1.47M | 0.5% | -78.1% | 0.012% | |
| 5/16/2025 | McIlrath & Eck LLC | 23,361 | $4.93M | 0.6% | -9.1% | 0.042% | |
| 5/16/2025 | Ascent Group LLC | 985 | $208K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 1,666 | $351K | 0.0% | +33.9% | 0.003% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 102,914 | $21.71M | 0.0% | +77.5% | 0.182% | |
| 5/16/2025 | Jones Financial Companies Lllp | 5,593 | $1.18M | 0.0% | -89.5% | 0.010% | |
| 5/16/2025 | Redwood Financial Network Corp | 3,386 | $714K | 0.5% | +6.0% | 0.006% | |
| 5/16/2025 | National Wealth Management Group LLC | 1,997 | $421K | 0.3% | +6.2% | 0.004% | |
A grave, grave error. (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. |
| 5/16/2025 | NewEdge Advisors LLC | 156,531 | $33.02M | 0.2% | -17.6% | 0.279% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,150 | $1.30M | 0.0% | -6.5% | 0.011% | |
| 5/16/2025 | Concorde Asset Management LLC | 2,441 | $510K | 0.3% | -92.1% | 0.004% | |
| 5/16/2025 | AQR Capital Management LLC | 3,915 | $826K | 0.0% | +3.4% | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,741 | $367K | 0.0% | +5.9% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,754 | $370K | 0.0% | +7.5% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 255,415 | $53.88M | 0.0% | +4.9% | 0.455% | |
| 5/15/2025 | MAI Capital Management | 3,013 | $636K | 0.0% | -23.0% | 0.005% | |
| 5/15/2025 | Calton & Associates Inc. | 1,132 | $239K | 0.1% | -3.9% | 0.002% | |
| 5/15/2025 | Titleist Asset Management LLC | 66,112 | $13.95M | 1.6% | +15.5% | 0.118% | |
