8/5/2025 | Summit Investment Advisory Services LLC | 31,401 | $657K | 0.6% | N/A | 0.009% | |
8/4/2025 | Continental Investors Services Inc. | 36,384 | $761K | 1.4% | +3.7% | 0.011% | |
8/4/2025 | Integrity Alliance LLC. | 54,118 | $1.13M | 0.1% | +19.7% | 0.016% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 234,225 | $4.90M | 0.7% | +12.8% | 0.070% | |
8/4/2025 | Impact Partnership Wealth LLC | 36,643 | $767K | 0.1% | N/A | 0.011% | |
8/4/2025 | Atria Investments Inc | 54,336 | $1.14M | 0.0% | -91.1% | 0.016% | |
8/4/2025 | Assetmark Inc. | 3,048,920 | $63.78M | 0.2% | +13.5% | 0.911% | |
8/4/2025 | Spire Wealth Management | 235,421 | $4.93M | 0.2% | +19.8% | 0.070% | |
8/4/2025 | Hantz Financial Services Inc. | 658,670 | $13.78M | 0.2% | +2.1% | 0.197% | |
8/4/2025 | Horizon Wealth Management LLC | 10,926 | $229K | 0.0% | -55.7% | 0.003% | |
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8/4/2025 | World Investment Advisors | 33,247 | $696K | 0.0% | -3.7% | 0.010% | |
8/1/2025 | New York Life Investment Management LLC | 493,605 | $10.33M | 0.1% | -70.5% | 0.147% | |
8/1/2025 | Advisory Alpha LLC | 113,339 | $2.37M | 0.1% | -56.2% | 0.034% | |
8/1/2025 | Brookwood Investment Group LLC | 48,930 | $1.02M | 0.2% | +17.0% | 0.015% | |
8/1/2025 | Yukon Wealth Management Inc. | 9,589 | $201K | 0.1% | N/A | 0.003% | |
8/1/2025 | GoalVest Advisory LLC | 31,637 | $662K | 0.2% | -82.4% | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,089,439 | $85.44M | 0.0% | +4.0% | 1.222% | |
7/31/2025 | Wealthfront Advisers LLC | 106,862 | $2.24M | 0.0% | +3.8% | 0.032% | |
7/31/2025 | Moloney Securities Asset Management LLC | 420,823 | $8.80M | 1.1% | +2.4% | 0.126% | |
7/31/2025 | Catalyst Capital Advisors LLC | 901,688 | $18.86M | 0.4% | +26.8% | 0.269% | |
7/31/2025 | LJI Wealth Management LLC | 14,604 | $306K | 0.1% | -9.9% | 0.004% | |
7/31/2025 | Guardian Asset Advisors LLC | 181,610 | $3.80M | 2.2% | +7.9% | 0.054% | |
7/30/2025 | First Citizens Bank & Trust Co. | 230,644 | $4.83M | 0.1% | +49.7% | 0.069% | |
7/30/2025 | Strategic Blueprint LLC | 26,837 | $561K | 0.0% | -5.2% | 0.008% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 11,413 | $239K | 0.0% | -97.9% | 0.003% | |
7/30/2025 | Brookstone Capital Management | 635,278 | $13.29M | 0.2% | -1.6% | 0.190% | |
7/30/2025 | D.A. Davidson & CO. | 622,481 | $13.02M | 0.1% | +9.5% | 0.186% | |
7/30/2025 | Cullen Frost Bankers Inc. | 47,164 | $987K | 0.0% | +2.2% | 0.014% | |
7/30/2025 | IMG Wealth Management Inc. | 4,491 | $94K | 0.1% | +29.2% | 0.001% | |
7/30/2025 | Bogart Wealth LLC | 1,601 | $33K | 0.0% | N/A | 0.000% | |
7/29/2025 | Stephens Inc. AR | 337,113 | $7.05M | 0.1% | -4.3% | 0.101% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 16,808 | $352K | 0.1% | +28.8% | 0.005% | |
7/29/2025 | SAM Advisors LLC | 288,720 | $6.04M | 2.1% | +6.0% | 0.086% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 88,551 | $1.85M | 0.0% | +17.2% | 0.026% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,658 | $35K | 0.0% | +258.9% | 0.000% | |
7/29/2025 | Koshinski Asset Management Inc. | 10,616 | $222K | 0.0% | N/A | 0.003% | |
7/29/2025 | Tradewinds Capital Management LLC | 115,373 | $2.41M | 0.6% | -1.2% | 0.034% | |
7/29/2025 | Private Trust Co. NA | 9,750 | $204K | 0.0% | +35.3% | 0.003% | |
7/29/2025 | Angeles Wealth Management LLC | 310,467 | $6.50M | 0.4% | -1.8% | 0.093% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 10,465 | $219K | 0.1% | N/A | 0.003% | |
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad) Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary). |
7/28/2025 | Liberty Mutual Group Asset Management Inc. | 500,000 | $10.46M | 2.3% | N/A | 0.149% | |
7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 30,875 | $646K | 0.0% | -4.6% | 0.009% | |
7/28/2025 | IFG Advisors LLC | 87,889 | $1.84M | 0.3% | +5.5% | 0.026% | |
7/28/2025 | Mutual Advisors LLC | 12,990 | $272K | 0.0% | N/A | 0.004% | |
7/28/2025 | Harbour Investments Inc. | 11,520 | $241K | 0.0% | +10.9% | 0.003% | |
7/28/2025 | J.Safra Asset Management Corp | 149,007 | $3.11M | 0.2% | +4.4% | 0.045% | |
7/28/2025 | TD Asset Management Inc | 4,608,001 | $96.40M | 0.1% | -8.9% | 1.377% | |
7/25/2025 | NorthRock Partners LLC | 2,292 | $48K | 0.0% | -22.1% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 45,494 | $954K | 0.0% | -53.3% | 0.014% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 485,874 | $10.16M | 0.0% | -5.9% | 0.145% | |
7/25/2025 | Concord Asset Management LLC VA | 29,844 | $624K | 0.1% | N/A | 0.009% | |
7/25/2025 | Sequoia Financial Advisors LLC | 95,324 | $1.99M | 0.0% | -66.6% | 0.028% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 67,443 | $1.41M | 0.4% | -34.4% | 0.020% | |
7/25/2025 | MGO One Seven LLC | 50,537 | $1.06M | 0.0% | +31.1% | 0.015% | |
7/25/2025 | CWM LLC | 64,632 | $1.35M | 0.0% | -2.0% | 0.019% | |
7/25/2025 | Concurrent Investment Advisors LLC | 155,923 | $3.26M | 0.1% | +34.3% | 0.047% | |
7/25/2025 | Apollon Wealth Management LLC | 88,664 | $1.86M | 0.0% | -14.3% | 0.026% | |
7/24/2025 | Forefront Analytics LLC | 27,105 | $567K | 0.5% | +177.0% | 0.008% | |
7/24/2025 | Pinion Investment Advisors LLC | 10,868 | $227K | 0.1% | -93.2% | 0.003% | |
7/24/2025 | Blair William & Co. IL | 21,113 | $442K | 0.0% | +2.8% | 0.006% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 22,012 | $460K | 0.0% | +73.1% | 0.007% | |
7/24/2025 | Copperwynd Financial LLC | 11,461 | $240K | 0.1% | N/A | 0.003% | |
7/24/2025 | US Bancorp DE | 33,730 | $706K | 0.0% | +17.6% | 0.010% | |
7/23/2025 | Eagle Strategies LLC | 19,245 | $403K | 0.1% | +65.2% | 0.006% | |
7/23/2025 | Clear Creek Financial Management LLC | 92,048 | $1.93M | 0.2% | +18.2% | 0.027% | |
7/23/2025 | Castle Rock Wealth Management LLC | 20,798 | $435K | 0.1% | -19.6% | 0.006% | |
7/23/2025 | TI Trust Inc. | 156,536 | $3.28M | 2.2% | +16.0% | 0.047% | |
7/23/2025 | Friedenthal Financial | 10,358 | $217K | 0.1% | +14.2% | 0.003% | |
7/23/2025 | DMC Group LLC | 23,956 | $501K | 0.4% | -50.0% | 0.007% | |
7/23/2025 | Gentry Private Wealth LLC | 15,762 | $330K | 0.3% | -79.7% | 0.005% | |
7/23/2025 | Elm3 Financial Group LLC | 21,501 | $450K | 0.4% | -8.3% | 0.006% | |
7/23/2025 | Motiv8 Investments LLC | 41,506 | $868K | 0.5% | -23.5% | 0.012% | |
7/22/2025 | Sage Financial Group Inc. | 71,107 | $1.49M | 0.1% | -22.4% | 0.021% | |
7/22/2025 | DAVENPORT & Co LLC | 16,655 | $348K | 0.0% | +4.8% | 0.005% | |
7/22/2025 | Valpey Financial Services LLC | 106,661 | $2.23M | 1.5% | N/A | 0.032% | |
7/22/2025 | Global Assets Advisory LLC | 20,092 | $421K | 0.2% | N/A | 0.006% | |
7/22/2025 | Grimes & Company Inc. | 169,224 | $3.54M | 0.1% | -98.3% | 0.050% | |
7/22/2025 | Merit Financial Group LLC | 246,178 | $5.15M | 0.1% | -25.4% | 0.073% | |
7/22/2025 | Simplicity Wealth LLC | 64,636 | $1.35M | 0.1% | -82.8% | 0.019% | |
7/22/2025 | Wealthcare Capital Partners LLC | 23,106 | $483K | 0.2% | +9.5% | 0.007% | |
7/22/2025 | Wealthcare Capital Management LLC | 26,650 | $558K | 0.1% | -7.3% | 0.008% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 970,098 | $20.29M | 0.5% | +5.2% | 0.289% | |
7/21/2025 | AEGON USA Investment Management LLC | 36,000 | $753K | 0.6% | -49.3% | 0.011% | |
7/21/2025 | Ameriflex Group Inc. | 1,712 | $36K | 0.0% | +213.6% | 0.001% | |
7/21/2025 | Creative Capital Management Investments LLC | 5,583 | $117K | 0.0% | -17.9% | 0.002% | |
7/21/2025 | Ameritas Advisory Services LLC | 29,620 | $620K | 0.0% | +2.5% | 0.009% | |
7/21/2025 | Yeomans Consulting Group Inc. | 321,232 | $6.72M | 2.8% | -48.5% | 0.096% | |
7/21/2025 | Triad Wealth Partners LLC | 13,427 | $281K | 0.1% | -4.9% | 0.004% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 45,774 | $958K | 0.0% | -30.6% | 0.014% | |
7/18/2025 | SimpliFi Inc. | 20,528 | $429K | 0.2% | +4.7% | 0.006% | |
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad) Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary). |
7/18/2025 | Naples Global Advisors LLC | 15,335 | $321K | 0.0% | +4.8% | 0.005% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 1,314 | $27K | 0.0% | N/A | 0.000% | |
7/18/2025 | PFG Investments LLC | 16,894 | $353K | 0.0% | +4.3% | 0.005% | |
7/18/2025 | Consolidated Portfolio Review Corp | 15,493 | $324K | 0.0% | -5.9% | 0.005% | |
7/18/2025 | Truist Financial Corp | 431,550 | $9.03M | 0.0% | +13.2% | 0.129% | |
7/18/2025 | First United Bank & Trust | 26,323 | $551K | 0.2% | -11.2% | 0.008% | |
7/17/2025 | Greenleaf Trust | 30,185 | $631K | 0.0% | N/A | 0.009% | |
7/17/2025 | K2 Financial Inc. | 23,954 | $503K | 0.4% | +3.7% | 0.007% | |
7/17/2025 | HCR Wealth Advisors | 151,413 | $3.17M | 0.4% | +1.9% | 0.045% | |
7/17/2025 | Capital Investment Advisors LLC | 16,215 | $339K | 0.0% | N/A | 0.005% | |