1/17/2025 | Yeomans Consulting Group Inc. | 6,829 | $516K | 0.2% | -31.3% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 3,231 | $244K | 0.1% | N/A | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 6,752 | $511K | 0.1% | N/A | 0.000% | |
1/17/2025 | IVC Wealth Advisors LLC | 3,280 | $248K | 0.1% | N/A | 0.000% | |
1/17/2025 | Donoghue Forlines LLC | 29,461 | $2.23M | 0.7% | +47.8% | 0.001% | |
1/17/2025 | Capital Planning Advisors LLC | 7,431 | $562K | 0.1% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 7,684 | $581K | 0.0% | -9.9% | 0.000% | |
1/17/2025 | Burr Financial Services LLC | 154,670 | $11.70M | 7.9% | N/A | 0.007% | |
1/17/2025 | Teamwork Financial Advisors LLC | 3,335 | $252K | 0.0% | N/A | 0.000% | |
1/17/2025 | Raleigh Capital Management Inc. | 4,404 | $333K | 0.1% | +123.4% | 0.000% | |
|
1/17/2025 | D.B. Root & Company LLC | 2,973 | $225K | 0.1% | N/A | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 63,108 | $4.37M | 0.1% | +22.8% | 0.003% | |
1/17/2025 | First PREMIER Bank | 366 | $28K | 0.0% | N/A | 0.000% | |
1/17/2025 | Independent Wealth Network Inc. | 21,446 | $1.62M | 0.7% | -19.3% | 0.001% | |
1/17/2025 | Wesbanco Bank Inc. | 9,600 | $726K | 0.0% | +5.5% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 399,631 | $30.22M | 0.1% | -7.4% | 0.018% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 850 | $64K | 0.0% | -26.1% | 0.000% | |
1/17/2025 | Evolution Wealth Advisors LLC | 68,982 | $5.22M | 0.9% | +40.0% | 0.003% | |
1/17/2025 | Westside Investment Management Inc. | 803 | $61K | 0.0% | -33.1% | 0.000% | |
1/17/2025 | Magnus Financial Group LLC | 27,981 | $2.12M | 0.2% | +3.4% | 0.001% | |
1/17/2025 | Daymark Wealth Partners LLC | 9,680 | $732K | 0.0% | +38.1% | 0.000% | |
1/17/2025 | Global Trust Asset Management LLC | 46,526 | $3.52M | 1.3% | +8.6% | 0.002% | |
1/17/2025 | Advisory Alpha LLC | 4,781 | $362K | 0.0% | N/A | 0.000% | |
1/17/2025 | Dakota Wealth Management | 63,907 | $4.83M | 0.1% | -5.9% | 0.003% | |
1/17/2025 | XML Financial LLC | 7,097 | $537K | 0.0% | +7.6% | 0.000% | |
1/17/2025 | AFG Fiduciary Services Limited Partnership | 4,100 | $310K | 0.1% | N/A | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 417,956 | $31.61M | 0.1% | +66.3% | 0.018% | |
1/17/2025 | Simon Quick Advisors LLC | 10,999 | $832K | 0.0% | +28.4% | 0.000% | |
1/17/2025 | Sheets Smith Wealth Management | 12,669 | $958K | 0.1% | +42.0% | 0.001% | |
1/17/2025 | MCF Advisors LLC | 16,002 | $1.21M | 0.1% | -48.3% | 0.001% | |
1/17/2025 | Perfromance Wealth Partners LLC | 29,334 | $2.22M | 0.1% | +40.4% | 0.001% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 3,280 | $248K | 0.1% | N/A | 0.000% | |
1/17/2025 | Octavia Wealth Advisors LLC | 22,467 | $1.70M | 0.2% | -1.1% | 0.001% | |
1/17/2025 | Enclave Advisors LLC | 35,239 | $2.67M | 0.4% | N/A | 0.002% | |
1/17/2025 | Wall Street Financial Group Inc. | 20,126 | $1.52M | 1.5% | -55.2% | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 26,183 | $1.98M | 0.1% | -14.0% | 0.001% | |
1/17/2025 | Alpha Cubed Investments LLC | 73,294 | $5.54M | 0.3% | -68.6% | 0.003% | |
1/17/2025 | Clear Harbor Asset Management LLC | 16,579 | $1.25M | 0.1% | -7.0% | 0.001% | |
1/17/2025 | Perpetual Ltd | 31,508 | $2.38M | 0.0% | +142.8% | 0.001% | |
1/16/2025 | Kiley Juergens Wealth Management LLC | 23,913 | $1.81M | 0.5% | -5.7% | 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 | Legal Advantage Investments Inc. | 50,800 | $3.84M | 2.0% | -2.3% | 0.002% | |
1/16/2025 | Crossmark Global Holdings Inc. | 204,780 | $15.49M | 0.3% | -32.8% | 0.009% | |
1/16/2025 | Ballentine Partners LLC | 17,878 | $1.35M | 0.0% | +4.6% | 0.001% | |
1/16/2025 | Atwood & Palmer Inc. | 1,165,938 | $88.18M | 6.0% | -8.6% | 0.051% | |
1/16/2025 | Pure Financial Advisors LLC | 9,124 | $690K | 0.0% | -34.1% | 0.000% | |
1/16/2025 | Regent Peak Wealth Advisors LLC | 4,293 | $325K | 0.1% | N/A | 0.000% | |
1/16/2025 | Breakwater Investment Management | 7,032 | $532K | 0.2% | +10.7% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 6,584 | $498K | 0.0% | +106.1% | 0.000% | |
1/16/2025 | Gemmer Asset Management LLC | 7,448 | $563K | 0.1% | +10.0% | 0.000% | |
1/16/2025 | LaFleur & Godfrey LLC | 370,637 | $28.03M | 3.8% | -30.3% | 0.016% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 3,396 | $257K | 0.1% | N/A | 0.000% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 5,062 | $383K | 0.0% | +83.9% | 0.000% | |
1/16/2025 | Purus Wealth Management LLC | 10,254 | $776K | 0.3% | +13.9% | 0.000% | |
1/16/2025 | Meritas Wealth Management LLC | 4,870 | $368K | 0.2% | N/A | 0.000% | |
1/16/2025 | UMB Bank n.a. | 202,581 | $15.32M | 0.2% | -30.2% | 0.009% | |
1/16/2025 | Strong Tower Advisory Services | 32,569 | $2.46M | 0.6% | -1.4% | 0.001% | |
1/16/2025 | Wealth Management Partners LLC | 25,130 | $1.90M | 0.8% | +4.1% | 0.001% | |
1/16/2025 | Thrive Wealth Management LLC | 4,510 | $341K | 0.1% | N/A | 0.000% | |
1/16/2025 | Willner & Heller LLC | 5,591 | $423K | 0.4% | -3.2% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 24,575 | $1.86M | 0.1% | +29.1% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 11,580 | $876K | 0.1% | N/A | 0.001% | |
1/16/2025 | RoundAngle Advisors LLC | 10,829 | $819K | 0.8% | N/A | 0.000% | |
1/16/2025 | Successful Portfolios LLC | 3,394 | $257K | 0.2% | N/A | 0.000% | |
1/16/2025 | Annex Advisory Services LLC | 11,691 | $884K | 0.0% | -36.8% | 0.001% | |
1/16/2025 | Mandatum Life Insurance Co Ltd | 39,807 | $3.01M | 0.9% | -33.9% | 0.002% | |
1/16/2025 | Cascade Investment Group Inc. | 5,925 | $448K | 0.3% | -14.1% | 0.000% | |
1/16/2025 | Grove Bank & Trust | 5,246 | $397K | 0.1% | -25.1% | 0.000% | |
1/16/2025 | Murphy Middleton Hinkle & Parker Inc. | 3,690 | $279K | 0.2% | N/A | 0.000% | |
1/16/2025 | Steigerwald Gordon & Koch Inc. | 25,600 | $1.94M | 0.2% | -26.9% | 0.001% | |
1/16/2025 | Liberty One Investment Management LLC | 6,337 | $479K | 0.1% | -2.5% | 0.000% | |
1/16/2025 | Cadinha & Co. LLC | 229,764 | $17.38M | 2.9% | +117.5% | 0.010% | |
1/16/2025 | Clarius Group LLC | 4,596 | $348K | 0.0% | N/A | 0.000% | |
1/15/2025 | Oak Ridge Investments LLC | 8,658 | $655K | 0.1% | +13.2% | 0.000% | |
1/15/2025 | Joule Financial LLC | 2,979 | $225K | 0.1% | -68.1% | 0.000% | |
1/15/2025 | Aaron Wealth Advisors LLC | 9,557 | $723K | 0.1% | +14.0% | 0.000% | |
1/15/2025 | Whitaker Myers Wealth Managers LTD. | 3,496 | $264K | 0.1% | N/A | 0.000% | |
1/15/2025 | BNC Wealth Management LLC | 73,755 | $5.58M | 1.8% | -3.2% | 0.003% | |
1/15/2025 | Sandy Cove Advisors LLC | 27,322 | $2.07M | 0.8% | +4.3% | 0.001% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 3,150 | $238K | 0.1% | N/A | 0.000% | |
1/15/2025 | Moss Adams Wealth Advisors LLC | 5,442 | $412K | 0.0% | N/A | 0.000% | |
1/15/2025 | Udine Wealth Management Inc. | 40,931 | $3.10M | 2.0% | -47.3% | 0.002% | |
1/15/2025 | Financial Management Professionals Inc. | 543 | $41K | 0.0% | +171.5% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 39,805 | $3.01M | 0.1% | -21.4% | 0.002% | |
1/15/2025 | Hubbell Strickland Wealth Management LLC | 3,045 | $230K | 0.1% | N/A | 0.000% | |
1/15/2025 | KRS Capital Management LLC | 8,978 | $679K | 0.5% | +16.6% | 0.000% | |
1/15/2025 | Trust Co. of Vermont | 1,377 | $104K | 0.0% | +506.6% | 0.000% | |
1/15/2025 | Westend Capital Management LLC | 268,556 | $20.31M | 6.0% | -0.3% | 0.012% | |
1/15/2025 | Premier Path Wealth Partners LLC | 17,068 | $1.29M | 0.2% | +3.3% | 0.001% | |
1/15/2025 | Stonekeep Investments LLC | 2,989 | $226K | 0.2% | N/A | 0.000% | |
1/15/2025 | Howard Financial Services LTD. | 14,567 | $1.10M | 0.1% | +3.5% | 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. |
1/15/2025 | Arkadios Wealth Advisors | 129,447 | $9.79M | 0.5% | -4.4% | 0.006% | |
1/15/2025 | InTrack Investment Management Inc | 69,029 | $5.22M | 3.6% | -13.2% | 0.003% | |
1/15/2025 | Shikiar Asset Management Inc. | 14,000 | $1.06M | 0.3% | -3.4% | 0.001% | |
1/15/2025 | Lake Street Private Wealth LLC | 6,969 | $527K | 0.1% | N/A | 0.000% | |
1/15/2025 | B & T Capital Management DBA Alpha Capital Management | 12,251 | $927K | 0.2% | -27.4% | 0.001% | |
1/15/2025 | TrueWealth Advisors LLC | 7,701 | $582K | 0.2% | N/A | 0.000% | |
1/15/2025 | Trivant Custom Portfolio Group LLC | 620 | $47K | 0.0% | +313.3% | 0.000% | |
1/15/2025 | Arthur M. Cohen & Associates LLC | 13,908 | $1.05M | 0.2% | N/A | 0.001% | |
1/15/2025 | LongView Wealth Management | 2,778 | $210K | 0.1% | N/A | 0.000% | |
1/15/2025 | Brooklyn Investment Group | 7,570 | $573K | 0.2% | -2.3% | 0.000% | |