1/17/2025 | Key Client Fiduciary Advisors LLC | 1,341 | $459K | 0.2% | -2.6% | 0.001% | |
1/17/2025 | Secure Asset Management LLC | 7,388 | $2.53M | 0.4% | +13.8% | 0.003% | |
1/17/2025 | Seros Financial LLC | 1,777 | $608K | 0.6% | N/A | 0.001% | |
1/17/2025 | Red Door Wealth Management LLC | 1,140 | $390K | 0.1% | +8.4% | 0.000% | |
1/17/2025 | IVC Wealth Advisors LLC | 1,426 | $488K | 0.3% | +7.5% | 0.001% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 3,215 | $1.10M | 0.1% | -1.8% | 0.001% | |
1/17/2025 | Goldstein Advisors LLC | 1,497 | $512K | 0.1% | +11.3% | 0.001% | |
1/17/2025 | Avior Wealth Management LLC | 1,137 | $389K | 0.0% | +8.7% | 0.000% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 10,483 | $3.59M | 0.2% | -5.0% | 0.004% | |
1/17/2025 | Burr Financial Services LLC | 2,750 | $941K | 0.6% | +121.8% | 0.001% | |
|
1/17/2025 | Teamwork Financial Advisors LLC | 20,104 | $6.88M | 0.9% | -64.4% | 0.008% | |
1/17/2025 | MinichMacGregor Wealth Management LLC | 691 | $236K | 0.0% | N/A | 0.000% | |
1/17/2025 | Raleigh Capital Management Inc. | 1,246 | $426K | 0.2% | -13.5% | 0.001% | |
1/17/2025 | Mutual Advisors LLC | 5,114 | $1.86M | 0.1% | +15.1% | 0.002% | |
1/17/2025 | Janney Montgomery Scott LLC | 58,768 | $20.11M | 0.1% | -15.2% | 0.024% | |
1/17/2025 | Park Place Capital Corp | 1,268 | $434K | 0.1% | -3.6% | 0.001% | |
1/17/2025 | Magnus Financial Group LLC | 705 | $241K | 0.0% | N/A | 0.000% | |
1/17/2025 | Daymark Wealth Partners LLC | 7,266 | $2.49M | 0.1% | -15.2% | 0.003% | |
1/17/2025 | Eagle Wealth Strategies LLC | 610 | $209K | 0.2% | N/A | 0.000% | |
1/17/2025 | Global Trust Asset Management LLC | 452 | $155K | 0.1% | +119.4% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 860 | $294K | 0.0% | -77.5% | 0.000% | |
1/17/2025 | Davis Capital Management | 155 | $53K | 0.0% | -41.5% | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 50,451 | $17.26M | 0.1% | +21.1% | 0.020% | |
1/17/2025 | Traphagen Investment Advisors LLC | 1,070 | $366K | 0.0% | -15.5% | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 1,358 | $465K | 0.0% | +15.4% | 0.001% | |
1/17/2025 | Aspire Private Capital LLC | 3,133 | $1.07M | 0.3% | +3.7% | 0.001% | |
1/17/2025 | Octavia Wealth Advisors LLC | 2,039 | $698K | 0.1% | -11.0% | 0.001% | |
1/17/2025 | Commons Capital LLC | 5,540 | $1.90M | 1.7% | -1.0% | 0.002% | |
1/17/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 8,500 | $2.91M | 1.3% | N/A | 0.003% | |
1/17/2025 | Enclave Advisors LLC | 3,884 | $1.33M | 0.2% | +27.1% | 0.002% | |
1/17/2025 | Atomi Financial Group Inc. | 2,331 | $798K | 0.0% | +48.0% | 0.001% | |
1/17/2025 | Transform Wealth LLC | 688 | $235K | 0.0% | -4.4% | 0.000% | |
1/17/2025 | Alpha Cubed Investments LLC | 39,967 | $13.68M | 0.6% | +4,147.3% | 0.016% | |
1/17/2025 | Segment Wealth Management LLC | 2,000 | $684K | 0.0% | +33.3% | 0.001% | |
1/16/2025 | Lmcg Investments LLC | 33,628 | $11.51M | 0.7% | -5.6% | 0.014% | |
1/16/2025 | Crossmark Global Holdings Inc. | 10,744 | $3.68M | 0.1% | +4.6% | 0.004% | |
1/16/2025 | Royal Fund Management LLC | 13,235 | $4.53M | 0.4% | -74.1% | 0.005% | |
1/16/2025 | Reliant Investment Management LLC | 18,443 | $6.31M | 2.8% | +1.5% | 0.007% | |
1/16/2025 | Davies Financial Advisors Inc. | 723 | $247K | 0.2% | -10.7% | 0.000% | |
1/16/2025 | Ballentine Partners LLC | 2,846 | $974K | 0.0% | -43.7% | 0.001% | |
A deadly mistake in my prediction… (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. |
1/16/2025 | Pure Financial Advisors LLC | 669 | $229K | 0.0% | N/A | 0.000% | |
1/16/2025 | Regent Peak Wealth Advisors LLC | 620 | $212K | 0.0% | N/A | 0.000% | |
1/16/2025 | Ulland Investment Advisors LLC | 945 | $323K | 0.2% | -5.0% | 0.000% | |
1/16/2025 | Aurora Investment Managers LLC. | 6,995 | $2.39M | 1.4% | -0.9% | 0.003% | |
1/16/2025 | Harbor Investment Advisory LLC | 10,540 | $3.61M | 0.3% | +7.1% | 0.004% | |
1/16/2025 | Overbrook Management Corp | 23,941 | $8.19M | 1.8% | -18.2% | 0.010% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 19,496 | $6.67M | 0.2% | -4.5% | 0.008% | |
1/16/2025 | Lee Johnson Capital Management LLC | 13,801 | $4.72M | 2.5% | +2.7% | 0.006% | |
1/16/2025 | UMB Bank n.a. | 1,294 | $443K | 0.0% | -82.6% | 0.001% | |
1/16/2025 | Trueblood Wealth Management LLC | 983 | $336K | 0.2% | +25.9% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 2,930 | $1.02M | 0.1% | -34.4% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 11,831 | $4.13M | 0.3% | +47.0% | 0.005% | |
1/16/2025 | City Holding Co. | 4,250 | $1.45M | 0.2% | N/A | 0.002% | |
1/16/2025 | Evanson Asset Management LLC | 727 | $249K | 0.0% | -37.5% | 0.000% | |
1/16/2025 | Mandatum Life Insurance Co Ltd | 661 | $226K | 0.1% | -30.5% | 0.000% | |
1/16/2025 | Cascade Investment Group Inc. | 1,220 | $417K | 0.3% | -3.9% | 0.000% | |
1/16/2025 | Grove Bank & Trust | 226 | $77K | 0.0% | +30.6% | 0.000% | |
1/16/2025 | Renaissance Investment Group LLC | 23,324 | $7.98M | 1.7% | +7.0% | 0.009% | |
1/16/2025 | Liberty One Investment Management LLC | 3,574 | $1.22M | 0.1% | +3.3% | 0.001% | |
1/16/2025 | Clarius Group LLC | 909 | $311K | 0.0% | N/A | 0.000% | |
1/15/2025 | Oak Ridge Investments LLC | 14,695 | $5.03M | 0.4% | N/A | 0.006% | |
1/15/2025 | Meridian Financial LLC | 982 | $336K | 0.2% | -3.0% | 0.000% | |
1/15/2025 | Aaron Wealth Advisors LLC | 1,013 | $347K | 0.0% | +15.4% | 0.000% | |
1/15/2025 | Whitaker Myers Wealth Managers LTD. | 1,234 | $422K | 0.1% | +17.6% | 0.001% | |
1/15/2025 | BNC Wealth Management LLC | 9,681 | $3.31M | 1.1% | +7.7% | 0.004% | |
1/15/2025 | Kera Capital Partners Inc. | 839 | $287K | 0.1% | N/A | 0.000% | |
1/15/2025 | Smith Salley Wealth Management | 1,098 | $376K | 0.0% | N/A | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 5,731 | $1.96M | 0.1% | +5.4% | 0.002% | |
1/15/2025 | HB Wealth Management LLC | 7,624 | $2.61M | 0.0% | +3.1% | 0.003% | |
1/15/2025 | KRS Capital Management LLC | 3,845 | $1.32M | 0.9% | +2.8% | 0.002% | |
1/15/2025 | CGN Advisors LLC | 6,604 | $2.26M | 0.2% | +6.1% | 0.003% | |
1/15/2025 | Stonekeep Investments LLC | 645 | $221K | 0.2% | N/A | 0.000% | |
1/15/2025 | Howard Financial Services LTD. | 2,065 | $707K | 0.1% | +23.9% | 0.001% | |
1/15/2025 | InTrack Investment Management Inc | 3,979 | $1.39M | 1.0% | -7.3% | 0.002% | |
1/15/2025 | Lake Street Private Wealth LLC | 15,450 | $5.29M | 0.8% | +2.7% | 0.006% | |
1/15/2025 | Arthur M. Cohen & Associates LLC | 18,438 | $6.31M | 1.1% | +10.9% | 0.007% | |
1/15/2025 | Brooklyn Investment Group | 1,604 | $549K | 0.2% | +3.6% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 3,371 | $1.15M | 0.0% | +192.4% | 0.001% | |
1/15/2025 | Brand Asset Management Group Inc. | 616 | $211K | 0.1% | N/A | 0.000% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 697 | $238K | 0.2% | -69.0% | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 6,017 | $2.06M | 0.1% | +4.5% | 0.002% | |
1/15/2025 | Procyon Advisors LLC | 1,937 | $663K | 0.0% | +8.5% | 0.001% | |
1/15/2025 | Everpar Advisors LLC | 856 | $293K | 0.1% | +17.7% | 0.000% | |
1/15/2025 | First Pacific Financial | 4,126 | $1.41M | 0.3% | -2.2% | 0.002% | |
1/15/2025 | Goldstone Financial Group LLC | 716 | $245K | 0.0% | -6.3% | 0.000% | |
1/15/2025 | KMG Fiduciary Partners LLC | 4,720 | $1.62M | 0.1% | N/A | 0.002% | |
1/15/2025 | Yarbrough Capital LLC | 7,333 | $2.51M | 0.1% | +24.6% | 0.003% | |
1/15/2025 | StoneCrest Wealth Management Inc. | 6,136 | $2.10M | 1.4% | +2.8% | 0.002% | |
1/15/2025 | Empirical Asset Management LLC | 33,055 | $11.31M | 0.3% | N/A | 0.013% | |
1/15/2025 | Cypress Wealth Services LLC | 591 | $202K | 0.0% | N/A | 0.000% | |
A deadly mistake in my prediction… (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. |
1/15/2025 | Capital Advisors Wealth Management LLC | 4,559 | $1.56M | 0.3% | +5.9% | 0.002% | |
1/15/2025 | Retireful LLC | 1,635 | $559K | 0.3% | N/A | 0.001% | |
1/15/2025 | Ritholtz Wealth Management | 3,088 | $1.06M | 0.0% | +39.8% | 0.001% | |
1/15/2025 | Carnegie Investment Counsel | 19,695 | $6.74M | 0.2% | +111.3% | 0.008% | |
1/15/2025 | Inspirion Wealth Advisors LLC | 1,238 | $446K | 0.1% | +4.2% | 0.001% | |
1/15/2025 | Gateway Investment Advisers LLC | 35,750 | $12.23M | 0.1% | +16.2% | 0.015% | |
1/15/2025 | Mirador Capital Partners LP | 3,641 | $1.25M | 0.2% | +8.2% | 0.001% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 10,267 | $3.51M | 0.2% | +13.0% | 0.004% | |
1/14/2025 | Mason & Associates Inc | 4,887 | $1.67M | 0.4% | +30.5% | 0.002% | |
1/14/2025 | StrongBox Wealth LLC | 645 | $221K | 0.1% | -14.8% | 0.000% | |