10/30/2024 | Maia Wealth LLC | 11,983 | $629K | 0.2% | +47.2% | 0.195% | |
10/29/2024 | Donaldson Capital Management LLC | 17,641 | $927K | 0.0% | +61.0% | 0.287% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 10,230 | $537K | 0.0% | +27.7% | 0.166% | |
10/28/2024 | O ROURKE & COMPANY Inc | 41,723 | $2.19M | 1.1% | -3.8% | 0.678% | |
10/25/2024 | Pallas Capital Advisors LLC | 481,159 | $25.28M | 1.0% | +220.0% | 7.824% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,507 | $1.66M | 0.0% | +5.6% | 0.512% | |
|
10/23/2024 | Blackston Financial Advisory Group LLC | 3,824 | $201K | 0.1% | N/A | 0.062% | |
10/23/2024 | Element Wealth LLC | 3,675 | $193K | 0.1% | +64.1% | 0.060% | |
10/19/2024 | Columbus Macro LLC | 15,500 | $814K | 0.3% | +55.0% | 0.252% | |
10/11/2024 | Creative Planning | 19,067 | $1.00M | 0.0% | N/A | 0.310% | |
10/9/2024 | Charles Schwab Trust Co | 274,741 | $14.43M | 1.2% | +1.7% | 4.467% | |
10/9/2024 | Wedmont Private Capital | 247,189 | $12.88M | 0.7% | -0.7% | 4.019% | |
10/7/2024 | Myecfo LLC | 62,279 | $3.28M | 1.8% | +6.4% | 1.013% | |
10/7/2024 | Miracle Mile Advisors LLC | 3,818 | $201K | 0.0% | N/A | 0.062% | |
8/22/2024 | Cetera Investment Advisers | 28,903 | $1.49M | 0.0% | -20.6% | 0.470% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,925 | $613K | 0.0% | +160.7% | 0.194% | |
8/16/2024 | Susquehanna International Group LLP | 186,259 | $9.57M | 0.0% | +578.0% | 3.029% | |
8/8/2024 | Envestnet Asset Management Inc. | 38,840 | $2.00M | 0.0% | +18.6% | 0.632% | |
7/27/2024 | TSA Wealth Managment LLC | 6,903 | $355K | 0.2% | N/A | 0.112% | |
7/22/2024 | Pallas Capital Advisors LLC | 150,361 | $7.78M | 0.3% | +6.7% | 2.445% | |
7/19/2024 | CAP Partners LLC | 4,955 | $255K | 0.2% | N/A | 0.081% | |
7/18/2024 | O ROURKE & COMPANY Inc | 43,384 | $2.23M | 1.3% | -2.7% | 0.705% | |
7/17/2024 | Galvin Gaustad & Stein LLC | 8,779 | $451K | 0.0% | +30.2% | 0.143% | |
7/17/2024 | AdvisorNet Financial Inc | 14,604 | $751K | 0.1% | -13.5% | 0.237% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 29,837 | $1.53M | 0.0% | +40.8% | 0.485% | |
7/16/2024 | Maia Wealth LLC | 8,140 | $422K | 0.1% | N/A | 0.132% | |
7/16/2024 | Wedmont Private Capital | 248,979 | $12.90M | 0.8% | +0.7% | 4.048% | |
7/11/2024 | VanderPol Investments L.L.C. | 41,596 | $2.14M | 6.5% | -1.3% | 0.676% | |
7/10/2024 | CGN Advisors LLC | 113,423 | $5.83M | 0.7% | +32.4% | 1.844% | |
7/9/2024 | Myecfo LLC | 58,520 | $3.01M | 1.7% | -32.3% | 0.952% | |
5/24/2024 | Cetera Advisors LLC | 23,391 | $1.22M | 0.0% | +215.2% | 0.380% | |
5/24/2024 | Cetera Investment Advisers | 36,404 | $1.90M | 0.0% | +92.3% | 0.592% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 4,575 | $227K | 0.0% | -44.0% | 0.076% | |
5/1/2024 | Sequoia Financial Advisors LLC | 8,711 | $453K | 0.0% | -55.0% | 0.144% | |
4/29/2024 | RWA Wealth Partners LLC | 68,258 | $3.55M | 0.0% | +4.9% | 1.128% | |
4/18/2024 | Myecfo LLC | 86,500 | $4.50M | 2.6% | -5.8% | 1.454% | |
4/18/2024 | O ROURKE & COMPANY Inc | 44,568 | $2.32M | 1.3% | +3.8% | 0.749% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,190 | $1.10M | 0.0% | +390.5% | 0.356% | |
4/12/2024 | Charles Schwab Trust Co | 277,203 | $14.43M | 1.4% | +122.2% | 4.659% | |
4/12/2024 | CGN Advisors LLC | 85,637 | $4.46M | 0.6% | N/A | 1.439% | |
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4/12/2024 | AdvisorNet Financial Inc | 16,879 | $879K | 0.1% | +6.3% | 0.563% | |
4/10/2024 | VanderPol Investments L.L.C. | 42,147 | $2.19M | 6.3% | N/A | 1.405% | |
4/10/2024 | Wedmont Private Capital | 247,221 | $12.76M | 0.9% | +0.3% | 8.241% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 8,175 | $430K | 0.0% | +78.7% | 0.273% | |
3/6/2024 | SageView Advisory Group LLC | 34,307 | $1.79M | 0.1% | N/A | 1.144% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 120,091 | $6.32M | 0.7% | N/A | 4.003% | |
2/14/2024 | VitalStone Financial LLC | 1,176 | $62K | 0.0% | +74.0% | 0.039% | |
2/9/2024 | SageView Advisory Group LLC | 34,307 | $1.79M | 0.1% | N/A | 1.144% | |
2/9/2024 | Balboa Wealth Partners | 10,610 | $558K | 0.2% | +17.9% | 0.354% | |
2/8/2024 | Lindenwold Advisors INC | 28,250 | $1.49M | 0.8% | N/A | 0.942% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 592,762 | $31.19M | 0.0% | -7.7% | 19.759% | |
2/6/2024 | Avidian Wealth Solutions LLC | 4,077 | $215K | 0.0% | N/A | 0.136% | |
2/2/2024 | VCI Wealth Management LLC | 7,150 | $376K | 0.2% | N/A | 0.238% | |
2/1/2024 | RWA Wealth Partners LLC | 65,097 | $3.43M | 0.0% | +225.7% | 2.170% | |
1/30/2024 | Kades & Cheifetz LLC | 6,865 | $361K | 0.3% | N/A | 0.229% | |
1/26/2024 | Sequoia Financial Advisors LLC | 19,356 | $1.02M | 0.0% | -3.0% | 0.645% | |
1/24/2024 | O ROURKE & COMPANY Inc | 42,949 | $2.26M | 1.5% | +29.2% | 1.432% | |
1/22/2024 | Pallas Capital Advisors LLC | 126,222 | $6.64M | 0.4% | +10.4% | 4.207% | |
1/22/2024 | Miracle Mile Advisors LLC | 3,816 | $201K | 0.0% | N/A | 0.127% | |
1/19/2024 | Columbus Macro LLC | 10,273 | $540K | 0.2% | +116.2% | 0.342% | |
1/16/2024 | Myecfo LLC | 91,780 | $4.82M | 3.0% | +7.9% | 3.059% | |
1/16/2024 | CVA Family Office LLC | 1,209 | $64K | 0.0% | N/A | 0.040% | |
1/12/2024 | Carl Stuart Investment Advisor Inc. | 39,627 | $2.09M | 1.4% | N/A | 1.321% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 6,722 | $354K | 0.0% | N/A | 0.224% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 5,747 | $302K | 0.0% | +118.5% | 0.192% | |
1/10/2024 | Charles Schwab Trust Co | 124,779 | $6.57M | 0.6% | +42.0% | 4.159% | |
1/9/2024 | Wedmont Private Capital | 246,582 | $12.97M | 1.1% | +119.0% | 8.219% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 4,575 | $227K | 0.0% | N/A | 0.153% | |
11/14/2023 | O ROURKE & COMPANY Inc | 33,252 | $1.65M | 1.2% | -1.1% | 1.108% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 642,018 | $31.83M | 0.0% | -3.1% | 21.401% | |
11/8/2023 | Sequoia Financial Advisors LLC | 19,961 | $990K | 0.0% | -15.6% | 0.665% | |
10/26/2023 | Myecfo LLC | 85,060 | $4.22M | 2.9% | +24.8% | 2.835% | |
10/23/2023 | Balboa Wealth Partners | 9,000 | $446K | 0.2% | N/A | 0.300% | |
10/20/2023 | Charles Schwab Trust Co | 87,860 | $4.36M | 0.5% | N/A | 2.929% | |
10/12/2023 | IFP Advisors Inc | 500 | $25K | 0.0% | N/A | 0.017% | |
10/12/2023 | AdvisorNet Financial Inc | 15,874 | $787K | 0.1% | +53.2% | 0.529% | |
10/12/2023 | Gleason Group Inc. | 7,458 | $370K | 0.1% | N/A | 0.249% | |
10/11/2023 | Adviser Investments LLC | 19,989 | $991K | 0.0% | +368.1% | 0.666% | |
8/29/2023 | Myecfo LLC | 68,180 | $3.53M | 1.8% | +10.1% | 2.273% | |
8/21/2023 | VitalStone Financial LLC | 676 | $35K | 0.0% | N/A | 0.023% | |
8/10/2023 | Cetera Advisors LLC | 6,976 | $362K | 0.0% | +13.7% | 0.233% | |
8/10/2023 | Charles Schwab Investment Management Inc. | 662,509 | $34.34M | 0.0% | +0.3% | 22.084% | |
8/10/2023 | Cetera Investment Advisers | 15,148 | $785K | 0.0% | -3.4% | 0.505% | |
8/8/2023 | Sequoia Financial Advisors LLC | 23,641 | $1.23M | 0.0% | +39.1% | 0.788% | |
8/7/2023 | TrinityPoint Wealth LLC | 24,817 | $1.29M | 0.3% | +1.1% | 0.827% | |
7/28/2023 | Koshinski Asset Management Inc. | 6,592 | $342K | 0.0% | -42.3% | 0.269% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,630 | $84K | 0.0% | +139.7% | 0.067% | |
7/25/2023 | O ROURKE & COMPANY Inc | 33,632 | $1.74M | 1.2% | +39.0% | 1.373% | |
7/21/2023 | Columbus Macro LLC | 4,754 | $246K | 0.1% | -6.9% | 0.194% | |
7/17/2023 | Wedmont Private Capital | 115,778 | $5.99M | 0.6% | +13.1% | 4.726% | |
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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. |
7/14/2023 | AdvisorNet Financial Inc | 10,365 | $537K | 0.0% | +515.1% | 0.423% | |
7/10/2023 | CVA Family Office LLC | 843 | $44K | 0.0% | +319.4% | 0.034% | |
5/12/2023 | O ROURKE & COMPANY Inc | 24,196 | $1.27M | 1.0% | +5.2% | 1.030% | |
5/9/2023 | Column Capital Advisors LLC | 13,876 | $727K | 0.1% | N/A | 0.590% | |
5/4/2023 | TrinityPoint Wealth LLC | 24,535 | $1.29M | 0.3% | +49.4% | 1.044% | |
5/3/2023 | Element Wealth LLC | 2,240 | $117K | 0.1% | N/A | 0.095% | |
4/28/2023 | AdvisorNet Financial Inc | 1,685 | $88K | 0.0% | N/A | 0.072% | |
4/26/2023 | Adviser Investments LLC | 4,270 | $224K | 0.0% | N/A | 0.182% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 680 | $36K | 0.0% | N/A | 0.029% | |
4/25/2023 | Sequoia Financial Advisors LLC | 16,992 | $890K | 0.0% | -17.8% | 0.723% | |