1/21/2025 | Geneos Wealth Management Inc. | 11,479 | $1.58M | 0.1% | N/A | 0.574% | |
1/21/2025 | Accel Wealth Management | 11,025 | $1.52M | 0.6% | +3.3% | 0.551% | |
1/17/2025 | Janney Montgomery Scott LLC | 7,280 | $1.00M | 0.0% | +123.5% | 0.364% | |
1/16/2025 | Royal Fund Management LLC | 49,111 | $6.80M | 0.6% | -46.9% | 2.456% | |
1/15/2025 | HF Advisory Group LLC | 2,876 | $396K | 0.2% | -4.6% | 0.144% | |
1/15/2025 | IAM Advisory LLC | 1,684 | $232K | 0.1% | N/A | 0.084% | |
1/15/2025 | Financial Management Professionals Inc. | 8,488 | $1.17M | 0.1% | N/A | 0.424% | |
1/15/2025 | Arkadios Wealth Advisors | 4,643 | $639K | 0.0% | +6.8% | 0.232% | |
1/15/2025 | Merit Financial Group LLC | 40,909 | $5.63M | 0.1% | N/A | 2.045% | |
1/14/2025 | Global Financial Private Client LLC | 8,370 | $1.15M | 0.4% | +8.9% | 0.419% | |
|
1/13/2025 | Courier Capital LLC | 1,702 | $234K | 0.0% | N/A | 0.085% | |
1/13/2025 | Miracle Mile Advisors LLC | 56,437 | $7.77M | 0.2% | N/A | 2.822% | |
1/7/2025 | Westwind Capital | 16,413 | $2.26M | 0.5% | N/A | 0.821% | |
11/25/2024 | Sanctuary Advisors LLC | 1,756 | $219K | 0.0% | N/A | 0.088% | |
11/15/2024 | MML Investors Services LLC | 13,843 | $1.73M | 0.0% | +48.6% | 0.692% | |
11/15/2024 | EP Wealth Advisors LLC | 1,342 | $168K | 0.0% | N/A | 0.067% | |
11/15/2024 | Jane Street Group LLC | 2,166 | $270K | 0.0% | -88.3% | 0.108% | |
11/15/2024 | Stifel Financial Corp | 12,918 | $1.61M | 0.0% | -1.3% | 0.646% | |
11/15/2024 | HighTower Advisors LLC | 21,393 | $2.68M | 0.0% | N/A | 1.070% | |
11/15/2024 | Ascent Group LLC | 8,677 | $1.08M | 0.1% | -23.3% | 0.434% | |
11/13/2024 | FMR LLC | 1,615 | $202K | 0.0% | +106.3% | 0.081% | |
11/13/2024 | Private Trust Co. NA | 728 | $91K | 0.0% | +2,500.0% | 0.036% | |
11/13/2024 | Fisher Asset Management LLC | 93,362 | $11.66M | 0.0% | -19.5% | 4.668% | |
11/7/2024 | Thrivent Financial for Lutherans | 78,825 | $9.84M | 0.0% | N/A | 3.941% | |
11/6/2024 | Oppenheimer & Co. Inc. | 9,022 | $1.13M | 0.0% | -3.2% | 0.451% | |
11/4/2024 | Baker Avenue Asset Management LP | 23,806 | $2.97M | 0.1% | +18.1% | 1.190% | |
11/1/2024 | Atria Investments Inc | 2,650 | $331K | 0.0% | -72.5% | 0.133% | |
11/1/2024 | Assetmark Inc. | 779,459 | $97.34M | 0.3% | -11.7% | 38.973% | |
10/30/2024 | HF Advisory Group LLC | 3,014 | $376K | 0.2% | -4.0% | 0.151% | |
10/30/2024 | Hanlon Investment Management Inc. | 3,908 | $488K | 0.1% | +3.3% | 0.195% | |
10/29/2024 | Farther Finance Advisors LLC | 1,606 | $201K | 0.0% | -62.3% | 0.080% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 8,104 | $1.01M | 0.0% | N/A | 0.405% | |
10/28/2024 | United Asset Strategies Inc. | 1,866 | $233K | 0.0% | -69.8% | 0.093% | |
10/24/2024 | Custom Index Systems LLC | 4,488 | $560K | 0.3% | +4.3% | 0.224% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,981 | $247K | 0.0% | N/A | 0.099% | |
10/24/2024 | Arkadios Wealth Advisors | 4,346 | $543K | 0.0% | +6.7% | 0.217% | |
10/24/2024 | Masso Torrence Wealth Management Inc. | 17,716 | $2.21M | 1.2% | N/A | 0.886% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 2,219 | $277K | 0.1% | N/A | 0.111% | |
10/23/2024 | Global Trust Asset Management LLC | 400 | $50K | 0.0% | N/A | 0.020% | |
10/22/2024 | Private Advisor Group LLC | 6,210 | $776K | 0.0% | -23.7% | 0.311% | |
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. |
10/21/2024 | Vicus Capital | 24,976 | $3.12M | 0.3% | -6.1% | 1.249% | |
10/18/2024 | Raymond James & Associates | 21,625 | $2.70M | 0.0% | +33.7% | 1.081% | |
10/8/2024 | Royal Fund Management LLC | 92,444 | $11.60M | 0.7% | +359.1% | 4.622% | |
10/8/2024 | Brookstone Capital Management | 8,926 | $1.12M | 0.0% | N/A | 0.446% | |
8/22/2024 | Cetera Investment Advisers | 12,661 | $1.40M | 0.0% | +8.7% | 0.633% | |
8/16/2024 | Ascent Group LLC | 11,306 | $1.25M | 0.1% | +37.1% | 0.565% | |
8/8/2024 | Envestnet Asset Management Inc. | 40,019 | $4.41M | 0.0% | +49.6% | 2.001% | |
8/7/2024 | AMJ Financial Wealth Management | 2,799 | $309K | 0.1% | -3.1% | 0.140% | |
8/6/2024 | Hanlon Investment Management Inc. | 3,784 | $417K | 0.1% | N/A | 0.189% | |
8/5/2024 | Private Advisor Group LLC | 8,136 | $897K | 0.0% | +52.4% | 0.407% | |
8/2/2024 | Aveo Capital Partners LLC | 34,776 | $3.84M | 0.4% | N/A | 1.739% | |
8/1/2024 | United Asset Strategies Inc. | 6,189 | $683K | 0.1% | N/A | 0.309% | |
7/31/2024 | Farther Finance Advisors LLC | 4,256 | $470K | 0.0% | N/A | 0.213% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,658 | $624K | 0.0% | -4.6% | 0.283% | |
7/30/2024 | International Assets Investment Management LLC | 286 | $32K | 0.0% | N/A | 0.014% | |
7/30/2024 | Global Financial Private Client LLC | 7,715 | $851K | 0.4% | +96.2% | 0.386% | |
7/29/2024 | Arkadios Wealth Advisors | 4,075 | $449K | 0.0% | N/A | 0.204% | |
7/29/2024 | Meitav Investment House Ltd. | 2,200 | $241K | 0.0% | N/A | 0.110% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 13,782 | $1.52M | 0.5% | -17.5% | 0.689% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 14,343 | $1.58M | 0.0% | -68.8% | 0.717% | |
7/23/2024 | Vicus Capital | 26,610 | $2.94M | 0.3% | -1.3% | 1.331% | |
7/19/2024 | Raymond James & Associates | 16,174 | $1.78M | 0.0% | -1.3% | 0.809% | |
7/18/2024 | Royal Fund Management LLC | 20,138 | $2.24M | 0.2% | +1.3% | 1.007% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 4,257 | $470K | 0.0% | N/A | 0.213% | |
7/12/2024 | Ignite Planners LLC | 3,795 | $420K | 0.1% | N/A | 0.190% | |
7/12/2024 | Accel Wealth Management | 10,546 | $1.16M | 0.5% | -0.8% | 0.527% | |
7/10/2024 | Csenge Advisory Group | 25,640 | $2.83M | 0.2% | +63.4% | 1.282% | |
5/24/2024 | Cetera Advisors LLC | 4,024 | $445K | 0.0% | +2.5% | 0.201% | |
5/21/2024 | Atria Investments Inc | 18,346 | $2.03M | 0.0% | +3.9% | 0.917% | |
5/16/2024 | Global Financial Private Client LLC | 3,932 | $431K | 0.2% | N/A | 0.197% | |
5/15/2024 | Ascent Group LLC | 8,247 | $912K | 0.1% | -41.8% | 0.412% | |
5/14/2024 | CreativeOne Wealth LLC | 4,084 | $451K | 0.0% | N/A | 0.204% | |
5/8/2024 | AMJ Financial Wealth Management | 2,890 | $319K | 0.1% | N/A | 0.143% | |
5/7/2024 | Oppenheimer & Co. Inc. | 7,914 | $875K | 0.0% | N/A | 0.392% | |
5/4/2024 | Csenge Advisory Group | 15,687 | $1.73M | 0.1% | +6.6% | 0.777% | |
4/30/2024 | Commonwealth Equity Services LLC | 5,928 | $655K | 0.0% | +3.2% | 0.293% | |
4/23/2024 | Global Retirement Partners LLC | 850 | $94K | 0.0% | +1,788.9% | 0.040% | |
4/22/2024 | HF Advisory Group LLC | 3,116 | $344K | 0.2% | -34.6% | 0.145% | |
4/19/2024 | Accel Wealth Management | 10,633 | $1.18M | 0.5% | +1.4% | 0.495% | |
4/17/2024 | Vicus Capital | 26,956 | $2.98M | 0.3% | -3.9% | 1.254% | |
4/11/2024 | Royal Fund Management LLC | 19,877 | $2.20M | 0.2% | +10.4% | 0.925% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,973 | $201K | 0.0% | -13.5% | 0.120% | |
3/5/2024 | Fisher Asset Management LLC | 232,018 | $23.66M | 0.0% | +34.6% | 14.062% | |
2/14/2024 | Barometer Capital Management Inc. | 8,000 | $816K | 0.3% | -14.0% | 0.485% | |
2/12/2024 | Parallel Advisors LLC | 263 | $27K | 0.0% | -27.7% | 0.016% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 46,016 | $4.69M | 0.0% | +17.8% | 2.789% | |
2/9/2024 | Hanlon Investment Management Inc. | 2,401 | $245K | 0.1% | -44.8% | 0.146% | |
2/9/2024 | Assetmark Inc. | 424,799 | $43.32M | 0.2% | -63.7% | 25.745% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,109 | $419K | 0.0% | -21.2% | 0.249% | |
2/7/2024 | Principal Securities Inc. | 251 | $26K | 0.0% | N/A | 0.015% | |
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. |
2/6/2024 | Private Advisor Group LLC | 5,334 | $544K | 0.0% | -27.3% | 0.323% | |
2/6/2024 | Royal Fund Management LLC | 18,008 | $1.84M | 0.2% | +11.0% | 1.091% | |
2/6/2024 | Aveo Capital Partners LLC | 34,987 | $3.57M | 0.4% | -12.5% | 2.120% | |
2/6/2024 | Fisher Asset Management LLC | 232,018 | $23.66M | 0.0% | +34.6% | 14.062% | |
2/1/2024 | Telemus Capital LLC | 1,962 | $200K | 0.0% | N/A | 0.119% | |
2/1/2024 | Vicus Capital | 28,038 | $2.86M | 0.3% | -6.2% | 1.699% | |
1/31/2024 | HF Advisory Group LLC | 4,767 | $486K | 0.3% | -3.9% | 0.289% | |
1/26/2024 | Custom Index Systems LLC | 3,897 | $397K | 0.2% | N/A | 0.236% | |
1/25/2024 | International Assets Investment Management LLC | 29,208 | $2.98M | 0.0% | N/A | 1.770% | |
1/24/2024 | Stratos Wealth Partners LTD. | 2,714 | $277K | 0.0% | -46.0% | 0.164% | |