11/2/2024 | Transcendent Capital Group LLC | 78,816 | $5.32M | 2.7% | +2,474.8% | 0.014% | |
11/2/2024 | Mach 1 Financial Group LLC | 7,744 | $523K | 0.3% | +7.0% | 0.001% | |
11/1/2024 | Sheets Smith Wealth Management | 133,006 | $8.98M | 1.1% | -1.7% | 0.023% | |
11/1/2024 | Atria Investments Inc | 285,382 | $19.27M | 0.2% | -1.4% | 0.049% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 141,428 | $9.55M | 1.7% | -3.1% | 0.024% | |
11/1/2024 | Assetmark Inc. | 3,445,278 | $232.59M | 0.7% | +2.8% | 0.591% | |
|
11/1/2024 | Verdence Capital Advisors LLC | 16,154 | $1.09M | 0.1% | +42.7% | 0.003% | |
11/1/2024 | Corrado Advisors LLC | 11,498 | $776K | 0.5% | -1.7% | 0.002% | |
11/1/2024 | Rockbridge Investment Management LCC | 235,928 | $15.93M | 2.1% | N/A | 0.040% | |
11/1/2024 | Sequent Asset Management LLC | 2,983 | $201K | 0.1% | -50.0% | 0.001% | |
11/1/2024 | Beta Wealth Group Inc. | 159,599 | $10.78M | 4.9% | -2.0% | 0.027% | |
11/1/2024 | Executive Wealth Management LLC | 417,048 | $28.16M | 3.6% | -3.1% | 0.072% | |
11/1/2024 | CWA Asset Management Group LLC | 4,753 | $321K | 0.0% | N/A | 0.001% | |
11/1/2024 | Source Financial Advisors LLC | 9,023 | $609K | 0.2% | -6.2% | 0.002% | |
11/1/2024 | Beckerman Institutional LLC | 11,215 | $757K | 0.6% | N/A | 0.002% | |
11/1/2024 | Hollencrest Capital Management | 154,587 | $10.44M | 0.4% | -11.5% | 0.027% | |
11/1/2024 | SFG Wealth Management LLC. | 16,484 | $1.11M | 0.6% | +108.0% | 0.003% | |
11/1/2024 | Aspire Wealth Management Corp | 58,744 | $3.97M | 2.1% | -9.7% | 0.010% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 4,757,615 | $321.19M | 25.2% | -5.9% | 0.816% | |
11/1/2024 | Summit Global Investments | 81,332 | $5.49M | 0.4% | -5.7% | 0.014% | |
11/1/2024 | Bensler LLC | 15,123 | $1.02M | 0.1% | -6.4% | 0.003% | |
10/31/2024 | Principal Financial Group Inc. | 382,328 | $25.81M | 0.0% | +3.3% | 0.066% | |
10/31/2024 | Woodmont Investment Counsel LLC | 42,334 | $2.86M | 0.2% | -1.5% | 0.007% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 48,715 | $3.29M | 1.0% | -2.0% | 0.008% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 408,367 | $27.57M | 5.6% | +10.2% | 0.070% | |
10/31/2024 | Advisor Resource Council | 21,298 | $1.44M | 0.6% | +61.5% | 0.004% | |
10/31/2024 | Financial Enhancement Group LLC | 71,429 | $4.82M | 0.9% | -89.8% | 0.012% | |
10/31/2024 | Forte Capital LLC ADV | 4,431 | $299K | 0.0% | -21.9% | 0.001% | |
10/31/2024 | LGT Financial Advisors LLC | 12,296 | $830K | 2.0% | -13.3% | 0.002% | |
10/31/2024 | JNBA Financial Advisors | 35,703 | $2.41M | 0.2% | -12.0% | 0.006% | |
10/31/2024 | Spinnaker Trust | 797,556 | $53.84M | 3.3% | +72.1% | 0.137% | |
10/31/2024 | Concurrent Investment Advisors LLC | 121,118 | $8.18M | 0.2% | -7.0% | 0.021% | |
10/30/2024 | Maia Wealth LLC | 550,703 | $37.52M | 9.0% | -3.8% | 0.094% | |
10/30/2024 | Leslie Global Wealth LLC | 285,232 | $19.26M | 9.4% | +6.7% | 0.049% | |
10/30/2024 | Financial Security Advisor Inc. | 62,950 | $4.25M | 1.1% | -1.0% | 0.011% | |
10/30/2024 | Catalina Capital Group LLC | 60,460 | $4.08M | 1.4% | -15.9% | 0.010% | |
10/30/2024 | Beacon Financial Advisory LLC | 55,380 | $3.74M | 1.3% | -6.3% | 0.009% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 831,640 | $56.14M | 2.5% | -11.5% | 0.143% | |
10/30/2024 | Balentine LLC | 53,847 | $3.64M | 0.1% | +6.0% | 0.009% | |
10/30/2024 | Flagship Private Wealth LLC | 11,812 | $797K | 0.4% | -8.2% | 0.002% | |
True paradigm shift (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
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10/30/2024 | HF Advisory Group LLC | 51,047 | $3.45M | 1.6% | +1.5% | 0.009% | |
10/30/2024 | Cornerstone Capital Inc. | 11,287 | $762K | 0.1% | N/A | 0.002% | |
10/30/2024 | Austin Private Wealth LLC | 1,839,703 | $124.20M | 11.9% | -1.2% | 0.315% | |
10/30/2024 | Crestwood Advisors Group LLC | 20,770 | $1.40M | 0.0% | +1.2% | 0.004% | |
10/30/2024 | Ameritas Advisory Services LLC | 85,590 | $5.78M | 0.2% | +19.4% | 0.015% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 28,660 | $1.94M | 1.3% | -57.1% | 0.005% | |
10/30/2024 | Auour Investments LLC | 779,254 | $53.32M | 19.0% | +1.4% | 0.134% | |
10/30/2024 | United Advisor Group LLC | 12,595 | $850K | 0.2% | +81.5% | 0.002% | |
10/30/2024 | Highland Financial Advisors LLC | 456,137 | $30.79M | 10.9% | +3.1% | 0.078% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 240,651 | $16.25M | 2.1% | +20.2% | 0.041% | |
10/30/2024 | Moloney Securities Asset Management LLC | 86,563 | $5.84M | 0.8% | -1.7% | 0.015% | |
10/30/2024 | Rational Advisors LLC | 288,605 | $19.48M | 1.9% | -6.1% | 0.049% | |
10/30/2024 | QRG Capital Management Inc. | 11,127 | $751K | 0.0% | +89.6% | 0.002% | |
10/29/2024 | Roman Butler Fullerton & Co. | 11,431 | $779K | 0.2% | -3.7% | 0.002% | |
10/29/2024 | Retirement Financial Solutions LLC | 300,655 | $20.30M | 8.9% | -0.8% | 0.052% | |
10/29/2024 | Kanawha Capital Management LLC | 68,510 | $4.63M | 0.3% | +5.6% | 0.012% | |
10/29/2024 | IAG Wealth Partners LLC | 719,253 | $48.56M | 9.0% | -0.2% | 0.123% | |
10/29/2024 | TrueWealth Advisors LLC | 22,840 | $1.54M | 0.5% | -5.3% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 251,501 | $16.98M | 0.0% | +0.3% | 0.043% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 6,050 | $408K | 0.1% | +67.9% | 0.001% | |
10/29/2024 | Pure Financial Advisors LLC | 5,328 | $360K | 0.0% | N/A | 0.001% | |
10/29/2024 | Arcadia Investment Management Corp MI | 2,200 | $149K | 0.0% | -13.7% | 0.000% | |
10/29/2024 | Realta Investment Advisors | 392 | $27K | 0.0% | -91.2% | 0.000% | |
10/29/2024 | Key Financial Inc | 9,264 | $625K | 0.1% | -2.1% | 0.002% | |
10/29/2024 | Arlington Trust Co LLC | 8,708 | $588K | 0.1% | N/A | 0.001% | |
10/29/2024 | Fullcircle Wealth LLC | 45,716 | $3.12M | 1.4% | -10.8% | 0.008% | |
10/29/2024 | Luken Investment Analytics LLC | 159,962 | $10.80M | 5.0% | +324.5% | 0.027% | |
10/29/2024 | Chicago Partners Investment Group LLC | 121,961 | $8.29M | 0.3% | +19.4% | 0.021% | |
10/28/2024 | Strategic Financial Partners Ltd. | 558,382 | $37.70M | 19.2% | +29.3% | 0.096% | |
10/28/2024 | CacheTech Inc. | 161,921 | $10.93M | 2.3% | +3.9% | 0.028% | |
10/28/2024 | Americana Partners LLC | 970,743 | $65.54M | 4.5% | +59.4% | 0.166% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 528,340 | $35.67M | 1.7% | -17.0% | 0.091% | |
10/28/2024 | Shepherd Financial Partners LLC | 88,647 | $5.99M | 0.7% | -0.8% | 0.015% | |
10/28/2024 | Fonville Wealth Management LLC | 48,198 | $3.25M | 1.1% | -2.0% | 0.008% | |
10/28/2024 | Values Added Financial LLC | 93,032 | $6.28M | 4.0% | +12.7% | 0.016% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 87,345 | $5.90M | 0.5% | -17.1% | 0.015% | |
10/28/2024 | Focus Financial Network Inc. | 326,344 | $22.03M | 0.9% | -11.4% | 0.056% | |
10/28/2024 | Hartford Financial Management Inc. | 17,987 | $1.21M | 0.2% | +28.3% | 0.003% | |
10/28/2024 | Principal Securities Inc. | 707,417 | $47.76M | 1.2% | +11.9% | 0.121% | |
10/28/2024 | Penobscot Wealth Management | 600,684 | $40.55M | 21.9% | +3.4% | 0.103% | |
10/28/2024 | United Asset Strategies Inc. | 204,918 | $13.83M | 1.3% | -0.8% | 0.035% | |
10/28/2024 | US Bancorp DE | 512,526 | $34.60M | 0.0% | +2.7% | 0.088% | |
10/28/2024 | HM Payson & Co. | 603,828 | $40.76M | 0.7% | +339.1% | 0.104% | |
10/28/2024 | Bank Hapoalim BM | 406,000 | $27.41M | 4.2% | -16.6% | 0.070% | |
10/28/2024 | Catalyst Financial Partners LLC | 9,097 | $614K | 0.1% | N/A | 0.002% | |
10/25/2024 | Voisard Asset Management Group Inc. | 84,739 | $5.72M | 2.4% | +14.1% | 0.015% | |
10/25/2024 | Financial Advocates Investment Management | 156,040 | $10.53M | 0.6% | -0.6% | 0.027% | |
10/25/2024 | Cornerstone Wealth Group LLC | 13,994 | $945K | 0.1% | +174.9% | 0.002% | |
10/25/2024 | TNF LLC | 212,323 | $14.47M | 5.1% | -2.1% | 0.036% | |
10/25/2024 | First Trust Direct Indexing L.P. | 41,625 | $2.81M | 0.2% | +6.0% | 0.007% | |
True paradigm shift (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. |
10/25/2024 | Capstone Triton Financial Group LLC | 55,002 | $3.71M | 2.4% | +7.7% | 0.009% | |
10/25/2024 | Evermay Wealth Management LLC | 99,326 | $6.71M | 1.1% | +48.8% | 0.017% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 13,341 | $901K | 0.4% | -4.9% | 0.002% | |
10/25/2024 | Golden State Equity Partners | 136,148 | $9.19M | 2.0% | +8.3% | 0.023% | |
10/25/2024 | Highline Wealth Partners LLC | 539 | $36K | 0.0% | N/A | 0.000% | |
10/25/2024 | Creekmur Asset Management LLC | 776 | $52K | 0.0% | +3,595.2% | 0.000% | |
10/25/2024 | Mutual Advisors LLC | 220,143 | $15.00M | 0.4% | -1.4% | 0.038% | |
10/25/2024 | Eagle Strategies LLC | 691,526 | $46.69M | 8.4% | +3.9% | 0.119% | |
10/25/2024 | Valmark Advisers Inc. | 159,597 | $10.77M | 0.2% | +10.4% | 0.027% | |
10/25/2024 | American Financial Advisors LLC | 7,618 | $514K | 0.1% | +59.7% | 0.001% | |