1/21/2025 | First Citizens Bank & Trust Co. | 5,046,206 | $1.19B | 18.4% | +0.8% | 10.153% | |
1/21/2025 | Stewardship Advisors LLC | 3,907 | $919K | 0.3% | -7.4% | 0.008% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 44,844 | $10.55M | 2.9% | +803.6% | 0.090% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 1,090 | $256K | 0.0% | N/A | 0.002% | |
1/21/2025 | Geneos Wealth Management Inc. | 52,360 | $12.32M | 0.4% | +14.7% | 0.105% | |
1/21/2025 | Fifth Third Bancorp | 6,709 | $1.58M | 0.0% | +27.1% | 0.013% | |
1/21/2025 | Goelzer Investment Management Inc. | 924 | $217K | 0.0% | N/A | 0.002% | |
1/21/2025 | Rodgers & Associates LTD | 1,638 | $385K | 0.0% | -6.7% | 0.003% | |
1/21/2025 | Sound Income Strategies LLC | 1,052 | $248K | 0.0% | -10.6% | 0.002% | |
1/21/2025 | LexAurum Advisors LLC | 1,607 | $378K | 0.1% | -16.7% | 0.003% | |
|
1/17/2025 | New Century Financial Group LLC | 6,327 | $1.51M | 0.6% | +447.3% | 0.013% | |
1/17/2025 | Secure Asset Management LLC | 2,851 | $671K | 0.1% | +35.9% | 0.006% | |
1/17/2025 | Seros Financial LLC | 46,047 | $9.88M | 8.9% | N/A | 0.093% | |
1/17/2025 | Avior Wealth Management LLC | 19,602 | $4.61M | 0.2% | -6.1% | 0.039% | |
1/17/2025 | Mutual Advisors LLC | 9,575 | $2.24M | 0.1% | +5.5% | 0.019% | |
1/17/2025 | Janney Montgomery Scott LLC | 4,463 | $1.05M | 0.0% | +7.7% | 0.009% | |
1/17/2025 | Advisory Alpha LLC | 3,799 | $894K | 0.0% | -7.4% | 0.008% | |
1/17/2025 | West Branch Capital LLC | 133 | $31K | 0.0% | -33.5% | 0.000% | |
1/17/2025 | Beaumont Financial Advisors LLC | 1,076 | $253K | 0.0% | -55.6% | 0.002% | |
1/17/2025 | Atomi Financial Group Inc. | 2,888 | $679K | 0.0% | -73.1% | 0.006% | |
1/16/2025 | Sugar Maple Asset Management LLC | 19,950 | $4.69M | 3.6% | -7.7% | 0.040% | |
1/16/2025 | Harbor Investment Advisory LLC | 25,474 | $5.99M | 0.5% | -1.0% | 0.051% | |
1/16/2025 | Stokes Capital Advisors LLC | 14,732 | $3.47M | 0.9% | +1.3% | 0.030% | |
1/16/2025 | Financial Freedom LLC | 10,412 | $2.45M | 1.3% | +3.0% | 0.021% | |
1/16/2025 | Kelly Financial Services LLC | 7,827 | $1.84M | 0.5% | N/A | 0.016% | |
1/15/2025 | GenWealth Group Inc. | 3,340 | $786K | 0.2% | -2.0% | 0.007% | |
1/15/2025 | TruWealth Advisors LLC | 3,743 | $881K | 0.1% | +20.6% | 0.008% | |
1/15/2025 | Ameritas Advisory Services LLC | 8,723 | $2.05M | 0.1% | +524.4% | 0.018% | |
1/15/2025 | HB Wealth Management LLC | 975 | $229K | 0.0% | N/A | 0.002% | |
1/15/2025 | Arkadios Wealth Advisors | 5,925 | $1.39M | 0.1% | +5.4% | 0.012% | |
1/15/2025 | Mason & Associates LLC | 8,254 | $1.94M | 0.6% | -2.6% | 0.017% | |
1/15/2025 | Atwater Malick LLC | 3,955 | $930K | 0.3% | +23.2% | 0.008% | |
1/15/2025 | Merit Financial Group LLC | 79,750 | $18.76M | 0.3% | +2,301.4% | 0.160% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 107,818 | $25.37M | 0.7% | -1.0% | 0.217% | |
1/15/2025 | KMG Fiduciary Partners LLC | 2,604 | $613K | 0.1% | -3.2% | 0.005% | |
1/15/2025 | Decker Retirement Planning Inc. | 4,602 | $1.08M | 0.6% | N/A | 0.009% | |
1/15/2025 | Certified Advisory Corp | 52,007 | $12.24M | 1.3% | +2.7% | 0.105% | |
1/15/2025 | Capital Advisors Wealth Management LLC | 906 | $213K | 0.0% | N/A | 0.002% | |
1/15/2025 | Tallon Kerry Patrick | 8,032 | $1.88M | 1.8% | N/A | 0.016% | |
1/14/2025 | BluePath Capital Management LLC | 917 | $212K | 0.1% | -17.5% | 0.002% | |
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. |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 251,227 | $59.11M | 1.1% | -5.6% | 0.505% | |
1/14/2025 | Apella Capital LLC | 1,203 | $283K | 0.0% | N/A | 0.002% | |
1/14/2025 | Richard P Slaughter Associates Inc | 63,558 | $14.95M | 3.3% | N/A | 0.128% | |
1/14/2025 | Meridian Financial Partners LLC | 34,259 | $8.06M | 4.3% | +28.8% | 0.069% | |
1/14/2025 | Park Avenue Securities LLC | 18,830 | $4.43M | 0.0% | N/A | 0.038% | |
1/14/2025 | Sovereign Financial Group Inc. | 7,572 | $1.78M | 0.4% | +7.6% | 0.015% | |
1/14/2025 | 626 Financial LLC | 33,628 | $7.91M | 4.3% | +12.7% | 0.068% | |
1/14/2025 | Rosenberg Matthew Hamilton | 269 | $63K | 0.0% | +66.0% | 0.001% | |
1/14/2025 | Signal Advisors Wealth LLC | 7,815 | $1.84M | 0.2% | +8.9% | 0.016% | |
1/13/2025 | CHB Investment Group LLC | 12,093 | $2.85M | 1.5% | -11.3% | 0.024% | |
1/13/2025 | AdvisorNet Financial Inc | 7,733 | $1.82M | 0.2% | +2.1% | 0.016% | |
1/13/2025 | Future Financial Wealth Managment LLC | 20,559 | $4.84M | 3.5% | +2.3% | 0.041% | |
1/13/2025 | Wedmont Private Capital | 5,860 | $1.36M | 0.1% | +4.4% | 0.012% | |
1/13/2025 | Compton Wealth Advisory Group LLC | 124,542 | $29.30M | 7.6% | -7.5% | 0.251% | |
1/13/2025 | Brookstone Capital Management | 75,154 | $17.68M | 0.3% | +6.4% | 0.151% | |
1/13/2025 | Fiduciary Alliance LLC | 1,442 | $339K | 0.0% | +4.7% | 0.003% | |
1/13/2025 | EWG Elevate Inc. | 2,181 | $513K | 0.2% | N/A | 0.004% | |
1/10/2025 | HBW Advisory Services LLC | 2,506 | $590K | 0.1% | +4.8% | 0.005% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 42,046 | $9.25M | 0.0% | +0.7% | 0.085% | |
1/10/2025 | Fortitude Family Office LLC | 5,220 | $1.23M | 0.4% | N/A | 0.011% | |
1/3/2025 | Integrated Capital Management LLC | 99,808 | $23.48M | 12.5% | +4.3% | 0.201% | |
12/26/2024 | JPMorgan Chase & Co. | 44,410 | $9.77M | 0.0% | +38.6% | 0.089% | |
12/16/2024 | SMART Wealth LLC | 3,008 | $662K | 0.3% | +82.2% | 0.006% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 9,822 | $2.16M | 0.1% | -78.1% | 0.020% | |
12/3/2024 | Bush Investment Group LLC | 103,618 | $22.80M | 18.2% | -0.3% | 0.208% | |
11/27/2024 | Franklin Resources Inc. | 317 | $71K | 0.0% | +17.8% | 0.001% | |
11/25/2024 | Synovus Financial Corp | 7,035 | $1.55M | 0.0% | -3.0% | 0.014% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 428,764 | $94.35M | 1.7% | -4.1% | 0.863% | |
11/25/2024 | World Investment Advisors LLC | 25,905 | $5.70M | 0.1% | -38.6% | 0.052% | |
11/25/2024 | Sanctuary Advisors LLC | 16,335 | $3.73M | 0.0% | +16.5% | 0.033% | |
11/20/2024 | Passumpsic Savings Bank | 16,055 | $3.53M | 2.3% | +5.4% | 0.032% | |
11/19/2024 | McIlrath & Eck LLC | 25,276 | $5.56M | 0.7% | +2.8% | 0.051% | |
11/19/2024 | M&T Bank Corp | 98,488 | $21.67M | 0.1% | -0.3% | 0.198% | |
11/18/2024 | Asset Allocation Strategies LLC | 44,418 | $9.77M | 2.8% | -5.3% | 0.089% | |
11/18/2024 | Sunbelt Securities Inc. | 211 | $46K | 0.0% | N/A | 0.000% | |
11/15/2024 | Valued Retirements Inc. | 1,664 | $366K | 0.5% | N/A | 0.003% | |
11/15/2024 | M&T Bank Corp | 98,488 | $21.67M | 0.1% | -0.3% | 0.198% | |
11/15/2024 | Continuum Advisory LLC | 205 | $47K | 0.0% | -48.4% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 560,850 | $123.42M | 0.4% | -14.1% | 1.128% | |
11/15/2024 | Orion Portfolio Solutions LLC | 20,826 | $4.58M | 0.1% | -93.4% | 0.042% | |
11/15/2024 | EP Wealth Advisors LLC | 1,433 | $315K | 0.0% | -6.6% | 0.003% | |
11/15/2024 | Stifel Financial Corp | 15,838 | $3.49M | 0.0% | -5.8% | 0.032% | |
11/15/2024 | Quadrature Capital Ltd | 4,238 | $932K | 0.0% | N/A | 0.009% | |
11/15/2024 | IHT Wealth Management LLC | 6,883 | $1.52M | 0.0% | +158.8% | 0.014% | |
11/15/2024 | Intrepid Capital Management Inc. | 1,891 | $416K | 0.2% | -9.3% | 0.004% | |
11/15/2024 | Integrated Wealth Concepts LLC | 3,004 | $661K | 0.0% | -25.3% | 0.006% | |
11/15/2024 | HighTower Advisors LLC | 165,111 | $36.35M | 0.1% | -7.5% | 0.332% | |
11/15/2024 | Hilltop Holdings Inc. | 10,065 | $2.22M | 0.1% | -9.0% | 0.020% | |
11/15/2024 | Benjamin Edwards Inc. | 3,191 | $705K | 0.0% | +115.2% | 0.006% | |
11/14/2024 | TRUE Private Wealth Advisors | 1,414 | $311K | 0.0% | -15.3% | 0.003% | |
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. |
11/14/2024 | Atlantic Union Bankshares Corp | 496,078 | $109.16M | 6.3% | +44.0% | 0.998% | |
11/14/2024 | Rockefeller Capital Management L.P. | 15,249 | $3.36M | 0.0% | -1.4% | 0.031% | |
11/14/2024 | Hantz Financial Services Inc. | 158,850 | $34.96M | 0.6% | +11.8% | 0.320% | |
11/14/2024 | Financial Counselors Inc. | 6,811 | $1.50M | 0.0% | -2.2% | 0.014% | |
11/14/2024 | National Wealth Management Group LLC | 2,478 | $545K | 0.4% | -19.1% | 0.005% | |
11/14/2024 | CreativeOne Wealth LLC | 8,726 | $1.92M | 0.1% | +86.3% | 0.018% | |
11/13/2024 | BNP Paribas Financial Markets | 50,026 | $11.01M | 0.0% | +25,165.7% | 0.101% | |
11/13/2024 | FMR LLC | 20,663 | $4.55M | 0.0% | +5.3% | 0.042% | |
11/13/2024 | Bank of Montreal Can | 159,054 | $34.79M | 0.0% | -25.9% | 0.320% | |
11/13/2024 | Truvestments Capital LLC | 320 | $70K | 0.0% | N/A | 0.001% | |