5/2/2025 | BIP Wealth LLC | 304,138 | $13.29M | 0.9% | +0.6% | 0.081% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 117,034 | $5.11M | 0.3% | +1,971.8% | 0.031% | |
5/2/2025 | Bridgewater Advisors Inc. | 18,414 | $804K | 0.1% | -7.5% | 0.005% | |
5/2/2025 | Midwest Professional Planners LTD. | 30,777 | $1.35M | 0.4% | +3.5% | 0.008% | |
5/2/2025 | Larson Financial Group LLC | 7,227 | $316K | 0.0% | -20.0% | 0.002% | |
5/2/2025 | Sage Mountain Advisors LLC | 5,677 | $248K | 0.0% | -8.5% | 0.002% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 144,045 | $6.30M | 0.2% | +1.0% | 0.038% | |
5/2/2025 | Whittier Trust Co. | 110,591 | $4.83M | 0.1% | +6.1% | 0.029% | |
5/2/2025 | Future You Wealth LLC | 28,830 | $1.26M | 0.8% | -0.9% | 0.008% | |
5/2/2025 | BluePointe Capital Management LLC | 43,625 | $1.91M | 0.7% | +144.2% | 0.012% | |
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5/2/2025 | LJI Wealth Management LLC | 10,067 | $440K | 0.1% | -2.5% | 0.003% | |
5/2/2025 | SBI Securities Co. Ltd. | 19,986 | $873K | 0.0% | -1.1% | 0.005% | |
5/2/2025 | Apollon Wealth Management LLC | 37,464 | $1.64M | 0.0% | -11.8% | 0.010% | |
5/2/2025 | Sigma Planning Corp | 14,076 | $615K | 0.0% | +86.7% | 0.004% | |
5/2/2025 | Catalyst Financial Partners LLC | 11,657 | $509K | 0.1% | +31.3% | 0.003% | |
5/2/2025 | Signaturefd LLC | 21,250 | $929K | 0.0% | -13.9% | 0.006% | |
5/2/2025 | Edgestream Partners L.P. | 4,672 | $204K | 0.0% | N/A | 0.001% | |
5/1/2025 | Oldfather Financial Services LLC | 85,446 | $3.73M | 1.4% | +4.3% | 0.023% | |
5/1/2025 | CWM LLC | 38,984 | $1.70M | 0.0% | +5.1% | 0.010% | |
5/1/2025 | Pittenger & Anderson Inc. | 4,500 | $197K | 0.0% | N/A | 0.001% | |
5/1/2025 | Stephens Inc. AR | 98,570 | $4.31M | 0.1% | -8.2% | 0.026% | |
5/1/2025 | Sentinel Trust Co. LBA | 31,906 | $1.39M | 0.2% | -4.4% | 0.008% | |
5/1/2025 | FDx Advisors Inc. | 5,457 | $238K | 0.1% | +5.1% | 0.001% | |
5/1/2025 | Northwest Capital Management Inc | 6,439 | $281K | 0.1% | +25.3% | 0.002% | |
5/1/2025 | Ballentine Partners LLC | 122,702 | $5.36M | 0.1% | -2.3% | 0.033% | |
5/1/2025 | Family Firm Inc. | 62,064 | $2.71M | 0.6% | +0.9% | 0.016% | |
5/1/2025 | SkyOak Wealth LLC | 4,680 | $205K | 0.0% | N/A | 0.001% | |
5/1/2025 | Forum Private Client Group LLC | 6,289 | $275K | 0.1% | -7.3% | 0.002% | |
5/1/2025 | Lane & Associates LLC | 8,782 | $384K | 0.2% | +5.5% | 0.002% | |
5/1/2025 | Park Square Financial Group LLC | 14,441 | $631K | 0.5% | -27.5% | 0.004% | |
5/1/2025 | Rik Saylor Financial Inc. | 8,962 | $392K | 0.3% | -2.5% | 0.002% | |
5/1/2025 | Country Club Bank | 93,938 | $4.11M | 0.3% | +5.8% | 0.025% | |
5/1/2025 | Croban | 25,821 | $1.13M | 1.0% | N/A | 0.007% | |
5/1/2025 | Fidelis Capital Partners LLC | 29,319 | $1.27M | 0.1% | +2.7% | 0.008% | |
4/30/2025 | Clarity Wealth Advisors LLC | 143,582 | $6.28M | 1.7% | +3.5% | 0.038% | |
4/30/2025 | Genus Capital Management Inc. | 5,948 | $260K | 0.0% | -199.2% | 0.002% | |
4/30/2025 | Ramsay Stattman Vela & Price Inc. | 28,636 | $1.25M | 0.2% | -1.8% | 0.008% | |
4/30/2025 | Weil Company Inc. | 49,088 | $2.15M | 0.6% | -8.8% | 0.013% | |
4/30/2025 | Sharkey Howes & Javer | 11,583 | $506K | 0.1% | -14.8% | 0.003% | |
4/30/2025 | Cerity Partners LLC | 381,368 | $16.67M | 0.0% | +6.4% | 0.101% | |
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4/30/2025 | Arcus Capital Partners LLC | 14,573 | $637K | 0.3% | -18.9% | 0.004% | |
4/30/2025 | Israel Discount Bank of New York | 40,778 | $1.78M | 1.4% | -38.3% | 0.011% | |
4/30/2025 | Financial Synergies Wealth Advisors Inc. | 83,995 | $3.67M | 0.4% | -0.8% | 0.022% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 1,000 | $44K | 0.0% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 32,276 | $1.41M | 0.0% | +6.7% | 0.009% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 147,841 | $6.46M | 0.9% | +1.7% | 0.039% | |
4/30/2025 | Pineridge Advisors LLC | 25,866 | $1.13M | 0.4% | -9.0% | 0.007% | |
4/30/2025 | Poinciana Advisors Group LLC | 43,783 | $1.91M | 2.0% | -3.5% | 0.012% | |
4/30/2025 | Bridges Investment Management Inc. | 116,050 | $5.07M | 0.1% | +3.0% | 0.031% | |
4/30/2025 | First Interstate Bank | 43,422 | $1.90M | 0.1% | -13.6% | 0.012% | |
4/30/2025 | Banque Pictet & Cie SA | 215,061 | $9.40M | 0.1% | +5.2% | 0.057% | |
4/30/2025 | Rehmann Capital Advisory Group | 39,139 | $1.71M | 0.1% | -3.8% | 0.010% | |
4/30/2025 | Principal Securities Inc. | 20,201 | $845K | 0.0% | +14.4% | 0.005% | |
4/30/2025 | Greenleaf Trust | 1,812,156 | $79.19M | 0.7% | -14.2% | 0.481% | |
4/30/2025 | Valeo Financial Advisors LLC | 116,306 | $5.08M | 0.1% | -2.8% | 0.031% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,447 | $1.03M | 0.0% | -2.6% | 0.006% | |
4/30/2025 | M&T Bank Corp | 846,716 | $37.00M | 0.1% | +2.3% | 0.225% | |
4/30/2025 | Stratos Wealth Advisors LLC | 21,380 | $934K | 0.1% | -13.4% | 0.006% | |
4/30/2025 | NTV Asset Management LLC | 135,922 | $5.94M | 0.8% | -4.7% | 0.036% | |
4/30/2025 | Sigma Investment Counselors Inc. | 8,034 | $351K | 0.0% | -3.3% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 87,170 | $3.81M | 0.0% | -51.4% | 0.023% | |
4/30/2025 | Highview Capital Management LLC DE | 257,500 | $11.25M | 4.7% | +83.5% | 0.068% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 10,770 | $471K | 0.1% | N/A | 0.003% | |
4/30/2025 | Washington Trust Bank | 64,613 | $2.82M | 0.3% | -4.9% | 0.017% | |
4/30/2025 | Fullcircle Wealth LLC | 4,653 | $203K | 0.1% | -12.7% | 0.001% | |
4/29/2025 | Centennial Bank AR | 765 | $33K | 0.0% | -30.2% | 0.000% | |
4/29/2025 | Fairway Wealth LLC | 208,092 | $9.09M | 2.8% | +2,941.8% | 0.055% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 43,549 | $1.90M | 0.1% | +4.3% | 0.012% | |
4/29/2025 | Financial Counselors Inc. | 70,572 | $3.08M | 0.0% | +53.8% | 0.019% | |
4/29/2025 | TD Private Client Wealth LLC | 21,002 | $918K | 0.0% | -18.0% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,290,688 | $100.10M | 0.0% | +1.3% | 0.608% | |
4/29/2025 | Hexagon Capital Partners LLC | 19,042 | $832K | 0.2% | -4.7% | 0.005% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 472,500 | $20.65M | 1.3% | +26.2% | 0.125% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 6,310 | $276K | 0.1% | -18.4% | 0.002% | |
4/29/2025 | Viewpoint Capital Management LLC | 40,636 | $1.78M | 1.0% | +0.8% | 0.011% | |
4/29/2025 | Lee Danner & Bass Inc. | 35,910 | $1.57M | 0.1% | -1.2% | 0.010% | |
4/29/2025 | Bolthouse Investments LLC | 38,113 | $1.67M | 1.7% | +17.9% | 0.010% | |
4/29/2025 | REDW Wealth LLC | 123,183 | $5.38M | 2.0% | -1.3% | 0.033% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 68,463 | $2.99M | 0.7% | +2.3% | 0.018% | |
4/29/2025 | Concurrent Investment Advisors LLC | 54,005 | $2.36M | 0.1% | -29.0% | 0.014% | |
4/29/2025 | Simmons Bank | 86,014 | $3.76M | 0.3% | -24.6% | 0.023% | |
4/29/2025 | Macroview Investment Management LLC | 4,700 | $205K | 0.2% | -38.7% | 0.001% | |
4/29/2025 | World Investment Advisors | 48,065 | $2.10M | 0.1% | -1.2% | 0.013% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,238 | $54K | 0.0% | -17.8% | 0.000% | |
4/29/2025 | Morris Financial Concepts Inc. | 24,974 | $1.09M | 0.5% | -2.7% | 0.007% | |
4/29/2025 | Phil A. Younker & Associates Ltd. | 16,696 | $730K | 0.7% | +6.4% | 0.004% | |
4/29/2025 | Strategic Blueprint LLC | 14,540 | $635K | 0.0% | +34.9% | 0.004% | |
4/29/2025 | OneDigital Investment Advisors LLC | 140,920 | $6.16M | 0.1% | +0.4% | 0.037% | |
4/29/2025 | Avantax Planning Partners Inc. | 74,401 | $3.25M | 0.1% | -0.6% | 0.020% | |
4/29/2025 | Calamos Wealth Management LLC | 102,291 | $4.47M | 0.2% | +3.4% | 0.027% | |
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). |
4/29/2025 | Conning Inc. | 68,083 | $2.98M | 0.1% | +205.5% | 0.018% | |
4/28/2025 | North Capital Inc. | 1,095 | $48K | 0.0% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 128,628 | $5.62M | 0.0% | +140.1% | 0.034% | |
4/28/2025 | Mutual Advisors LLC | 20,709 | $900K | 0.0% | +129.3% | 0.005% | |
4/28/2025 | Audent Global Asset Management LLC | 31,213 | $1.36M | 1.1% | +49.2% | 0.008% | |
4/28/2025 | Clark Asset Management LLC | 5,174 | $226K | 0.0% | -17.8% | 0.001% | |
4/28/2025 | Resonant Capital Advisors LLC | 13,749 | $601K | 0.0% | +3.4% | 0.004% | |
4/28/2025 | Clune & Associates LTD. | 53,301 | $2.33M | 0.7% | +10.8% | 0.014% | |
4/28/2025 | First Horizon Advisors Inc. | 9,533 | $417K | 0.0% | -56.4% | 0.003% | |
4/28/2025 | Private Trust Co. NA | 6,300 | $275K | 0.0% | -29.9% | 0.002% | |