1/17/2025 | Cerro Pacific Wealth Advisors LLC | 2,338 | $674K | 0.2% | -2.6% | 0.001% | |
1/17/2025 | Trust Co. of Oklahoma | 5,654 | $1.56M | 0.5% | +2.1% | 0.001% | |
1/17/2025 | Avior Wealth Management LLC | 4,412 | $1.22M | 0.0% | +2.3% | 0.001% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 2,599 | $718K | 0.0% | N/A | 0.001% | |
1/17/2025 | Mutual Advisors LLC | 2,071 | $567K | 0.0% | +25.5% | 0.001% | |
1/17/2025 | Echo45 Advisors LLC | 964 | $262K | 0.2% | +5.8% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 17,817 | $4.92M | 0.2% | -1.2% | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 257,400 | $71.12M | 0.2% | +5.9% | 0.064% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 235,495 | $65.26M | 0.9% | +1.9% | 0.058% | |
1/17/2025 | SG Americas Securities LLC | 50,634 | $13.99M | 0.1% | -70.4% | 0.013% | |
|
1/17/2025 | Phillips Wealth Planners LLC | 1,440 | $371K | 0.4% | +4.2% | 0.000% | |
1/17/2025 | Dupont Capital Management Corp | 42,457 | $11.73M | 1.1% | -13.5% | 0.011% | |
1/17/2025 | Janney Capital Management LLC | 24,480 | $6.76M | 0.4% | -4.0% | 0.006% | |
1/17/2025 | Daymark Wealth Partners LLC | 23,849 | $6.59M | 0.2% | -4.8% | 0.006% | |
1/17/2025 | Phoenix Wealth Advisors | 9,153 | $2.53M | 1.1% | -2.4% | 0.002% | |
1/17/2025 | Albion Financial Group UT | 179 | $50K | 0.0% | +411.4% | 0.000% | |
1/17/2025 | Global Trust Asset Management LLC | 531 | $147K | 0.1% | -44.0% | 0.000% | |
1/17/2025 | Missouri Trust & Investment Co | 3,378 | $933K | 0.3% | +8.3% | 0.001% | |
1/17/2025 | Dakota Wealth Management | 28,399 | $7.85M | 0.2% | +67.8% | 0.007% | |
1/17/2025 | Nisa Investment Advisors LLC | 321,094 | $89.01M | 0.3% | +259.6% | 0.080% | |
1/17/2025 | Genesis Private Wealth LLC | 897 | $248K | 0.1% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 1,741 | $481K | 0.0% | +11.1% | 0.000% | |
1/17/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 5,000 | $1.38M | 0.6% | -54.5% | 0.001% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 9,523 | $2.63M | 0.0% | +3.2% | 0.002% | |
1/17/2025 | Planned Solutions Inc. | 953 | $263K | 0.1% | +6.7% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 4,778 | $1.32M | 0.1% | +6.2% | 0.001% | |
1/17/2025 | Transform Wealth LLC | 40,549 | $11.24M | 0.6% | +12.5% | 0.010% | |
1/17/2025 | Chesley Taft & Associates LLC | 99,281 | $27.43M | 1.3% | +0.7% | 0.025% | |
1/17/2025 | Clear Harbor Asset Management LLC | 6,743 | $1.86M | 0.1% | -0.6% | 0.002% | |
1/17/2025 | Perpetual Ltd | 6,882 | $1.90M | 0.0% | -10.5% | 0.002% | |
1/16/2025 | Aspiriant LLC | 853 | $236K | 0.0% | N/A | 0.000% | |
1/16/2025 | Crossmark Global Holdings Inc. | 45,082 | $12.46M | 0.2% | +104.7% | 0.011% | |
1/16/2025 | Mitchell & Pahl Private Wealth LLC | 7,208 | $1.99M | 0.9% | +6.4% | 0.002% | |
1/16/2025 | Ballentine Partners LLC | 8,353 | $2.31M | 0.0% | -1.2% | 0.002% | |
1/16/2025 | ZWJ Investment Counsel Inc. | 180,784 | $49.95M | 2.1% | +2.1% | 0.045% | |
1/16/2025 | Regent Peak Wealth Advisors LLC | 879 | $243K | 0.1% | -29.4% | 0.000% | |
1/16/2025 | New Hampshire Trust | 14,338 | $3.96M | 0.8% | +1.1% | 0.004% | |
1/16/2025 | Central Bank & Trust Co. | 13,298 | $3.67M | 0.6% | -4.4% | 0.003% | |
1/16/2025 | Sky Investment Group LLC | 2,356 | $651K | 0.1% | +4.2% | 0.001% | |
1/16/2025 | Amplius Wealth Advisors LLC | 65,669 | $18.14M | 1.9% | +9.4% | 0.016% | |
Ignore every stock… (Ad) Stocks have been on a tear in 2024…
And there’s plenty of great opportunities out there.
But one expert says you should forget about EVERY stock for a moment and focus on an even bigger opportunity.
The current GOLD supercycle
You see, stocks are a dime a dozen for the most part… And, fortunately, they go up more than they go down.
But every few decades, precious metals have a systematic supercycle that tends to dwarf the potential of just about anything else.
The last time things aligned like this on gold it surged 536% We put together this handy gold guide for you (no cost) so you know what to look for |
1/16/2025 | Harbor Investment Advisory LLC | 2,702 | $747K | 0.1% | +13.5% | 0.001% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 3,854 | $1.07M | 0.2% | +4.0% | 0.001% | |
1/16/2025 | Shore Point Advisors LLC | 1,908 | $527K | 0.3% | +5.5% | 0.000% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 95,451 | $26.37M | 0.7% | +3.0% | 0.024% | |
1/16/2025 | Stokes Capital Advisors LLC | 25,793 | $7.13M | 1.8% | -0.5% | 0.006% | |
1/16/2025 | UMB Bank n.a. | 36,166 | $9.99M | 0.2% | -24.6% | 0.009% | |
1/16/2025 | M.E. Allison & CO. Inc. | 978 | $270K | 0.3% | N/A | 0.000% | |
1/16/2025 | Trueblood Wealth Management LLC | 4,170 | $1.15M | 0.6% | +6.4% | 0.001% | |
1/16/2025 | Diversify Advisory Services LLC | 832 | $214K | 0.0% | -37.8% | 0.000% | |
1/16/2025 | LVW Advisors LLC | 11,556 | $3.19M | 0.4% | -1.7% | 0.003% | |
1/16/2025 | RoundAngle Advisors LLC | 3,795 | $1.05M | 1.0% | N/A | 0.001% | |
1/16/2025 | Grove Bank & Trust | 3,902 | $1.08M | 0.1% | +11.6% | 0.001% | |
1/16/2025 | Delta Capital Management LLC | 13,487 | $3.73M | 1.4% | +0.4% | 0.003% | |
1/16/2025 | Romano Brothers AND Company | 15,539 | $4.29M | 0.5% | -2.5% | 0.004% | |
1/16/2025 | Perkins Coie Trust Co | 18,498 | $5.11M | 1.1% | -0.7% | 0.005% | |
1/15/2025 | Sandy Cove Advisors LLC | 2,070 | $572K | 0.2% | +6.7% | 0.001% | |
1/15/2025 | Bowman & Co S.C. | 8,374 | $2.31M | 1.2% | +1.7% | 0.002% | |
1/15/2025 | Moss Adams Wealth Advisors LLC | 942 | $261K | 0.0% | +11.3% | 0.000% | |
1/15/2025 | Monarch Capital Management Inc. | 6,906 | $1.91M | 0.5% | -0.7% | 0.002% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 3,210 | $852K | 0.3% | +5.2% | 0.001% | |
1/15/2025 | Jackson Square Capital LLC | 12,137 | $3.35M | 0.8% | -1.4% | 0.003% | |
1/15/2025 | Ameritas Advisory Services LLC | 1,041 | $288K | 0.0% | -9.8% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 32,749 | $9.05M | 0.1% | +3.8% | 0.008% | |
1/15/2025 | Financial & Tax Architects LLC | 2,163 | $598K | 0.2% | +9.7% | 0.001% | |
1/15/2025 | KRS Capital Management LLC | 3,627 | $1.00M | 0.7% | +2.6% | 0.001% | |
1/15/2025 | Trust Co. of Vermont | 20,385 | $5.63M | 0.3% | -0.8% | 0.005% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 67,199 | $18.57M | 0.6% | +0.2% | 0.017% | |
1/15/2025 | Arkadios Wealth Advisors | 2,042 | $564K | 0.0% | -23.2% | 0.001% | |
1/15/2025 | InTrack Investment Management Inc | 2,568 | $682K | 0.5% | +21.9% | 0.001% | |
1/15/2025 | Shikiar Asset Management Inc. | 33,531 | $9.27M | 2.5% | -9.1% | 0.008% | |
1/15/2025 | Canoe Financial LP | 149,627 | $41.34M | 0.6% | -0.4% | 0.037% | |
1/15/2025 | DB Fitzpatrick & Co Inc | 5,452 | $1.51M | 1.4% | -6.5% | 0.001% | |
1/15/2025 | Dakota Community Bank & Trust NA | 454 | $125K | 0.6% | +11.0% | 0.000% | |
1/15/2025 | Brooklyn Investment Group | 2,668 | $737K | 0.2% | +13.6% | 0.001% | |
1/15/2025 | Somerset Trust Co | 14,253 | $3.94M | 1.5% | +1.1% | 0.004% | |
1/15/2025 | Merit Financial Group LLC | 9,067 | $2.51M | 0.0% | +47.5% | 0.002% | |
1/15/2025 | Boston Common Asset Management LLC | 91,460 | $25.27M | 0.7% | +8.0% | 0.023% | |
1/15/2025 | CNB Bank | 3,133 | $866K | 0.4% | +7.3% | 0.001% | |
1/15/2025 | Saxon Interests Inc. | 4,876 | $1.35M | 0.6% | +9.5% | 0.001% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 6,296 | $1.74M | 0.0% | +13.7% | 0.002% | |
1/15/2025 | Occidental Asset Management LLC | 12,361 | $3.42M | 0.5% | +9.0% | 0.003% | |
1/15/2025 | Empirical Asset Management LLC | 91,143 | $25.18M | 0.7% | +429.5% | 0.023% | |
1/15/2025 | Central Valley Advisors LLC | 8,030 | $2.22M | 1.0% | +5.4% | 0.002% | |
1/15/2025 | Bennett Associates Wealth Management | 1,217 | $336K | 0.3% | -3.3% | 0.000% | |
1/15/2025 | Cohen Investment Advisors LLC | 11,677 | $3.23M | 1.9% | +11.7% | 0.003% | |
1/15/2025 | Ritholtz Wealth Management | 7,365 | $2.04M | 0.1% | +3.3% | 0.002% | |
1/15/2025 | Sicart Associates LLC | 1,390 | $385K | 0.1% | -7.9% | 0.000% | |
1/15/2025 | Carnegie Investment Counsel | 46,862 | $12.95M | 0.4% | -1.1% | 0.012% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 4,924 | $1.36M | 0.4% | -2.5% | 0.001% | |
1/15/2025 | Gateway Investment Advisers LLC | 1,641 | $453K | 0.0% | -8.2% | 0.000% | |
Starting 2025 Strong: 2 AI Stocks Under $10 You Can’t Miss (Ad) As we step into 2025, artificial intelligence (AI) continues to revolutionize industries with groundbreaking advancements. From the surge in generative AI technologies transforming creative processes to AI-driven automation enhancing operational efficiencies, the landscape is brimming with innovation. These rapid developments are creating lucrative opportunities for investors who recognize the potential of emerging AI companies. 👉 Click here to access your FREE report now! |
1/15/2025 | Beech Hill Advisors Inc. | 3,360 | $928K | 0.3% | -1.5% | 0.001% | |
1/15/2025 | Mirador Capital Partners LP | 4,411 | $1.22M | 0.2% | N/A | 0.001% | |
1/14/2025 | Brady Family Wealth LLC | 21,894 | $6.05M | 1.9% | -2.3% | 0.005% | |
1/14/2025 | RMR Wealth Builders | 4,483 | $1.24M | 0.1% | +2.5% | 0.001% | |
1/14/2025 | USA Financial Formulas | 1,786 | $493K | 0.1% | -26.5% | 0.000% | |
1/14/2025 | BluePath Capital Management LLC | 4,531 | $1.19M | 0.6% | +19.8% | 0.001% | |
1/14/2025 | Burney Co. | 8,366 | $2.31M | 0.1% | +8.1% | 0.002% | |
1/14/2025 | Brendel Financial Advisors LLC | 12,194 | $3.37M | 2.0% | -3.1% | 0.003% | |
1/14/2025 | Radnor Capital Management LLC | 15,907 | $4.40M | 0.7% | -12.4% | 0.004% | |
1/14/2025 | Cox Capital Mgt LLC | 6,910 | $1.91M | 1.2% | -3.3% | 0.002% | |