5/2/2025 | Leo Wealth LLC | 6,977 | $218K | 0.0% | -68.4% | 0.005% | |
5/2/2025 | Signaturefd LLC | 6,350 | $198K | 0.0% | N/A | 0.005% | |
5/1/2025 | Florida Financial Advisors LLC | 9,814 | $306K | 0.1% | N/A | 0.007% | |
5/1/2025 | CWM LLC | 8,602 | $268K | 0.0% | +2,748.3% | 0.006% | |
4/30/2025 | Cerity Partners LLC | 177,211 | $5.53M | 0.0% | +932.3% | 0.134% | |
4/30/2025 | Allworth Financial LP | 5,620 | $171K | 0.0% | +41.8% | 0.004% | |
4/30/2025 | Silverlake Wealth Management LLC | 68,479 | $2.14M | 0.8% | +14.7% | 0.052% | |
4/30/2025 | Valeo Financial Advisors LLC | 17,133 | $534K | 0.0% | +4.5% | 0.013% | |
4/30/2025 | Geneva Partners LLC | 18,662 | $582K | 0.3% | +85.1% | 0.014% | |
4/29/2025 | Apex Wealth Management LLC | 23,407 | $730K | 0.7% | -6.9% | 0.018% | |
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4/29/2025 | Envestnet Asset Management Inc. | 415,942 | $12.97M | 0.0% | +9.1% | 0.314% | |
4/29/2025 | Concurrent Investment Advisors LLC | 9,578 | $299K | 0.0% | N/A | 0.007% | |
4/29/2025 | Element Wealth LLC | 12,378 | $386K | 0.2% | +127.7% | 0.009% | |
4/29/2025 | Strategic Blueprint LLC | 21,034 | $656K | 0.0% | +3.9% | 0.016% | |
4/28/2025 | D.A. Davidson & CO. | 55,691 | $1.74M | 0.0% | +352.8% | 0.042% | |
4/28/2025 | Able Wealth Management LLC | 151,252 | $4.72M | 2.5% | -1.7% | 0.114% | |
4/28/2025 | Lincoln Capital Corp | 153,983 | $4.80M | 2.0% | +18.5% | 0.116% | |
4/25/2025 | Wealthstar Advisors LLC | 6,536 | $204K | 0.1% | +5.8% | 0.005% | |
4/25/2025 | Salus Financial Advisors LLC | 45,954 | $1.43M | 1.1% | -94.8% | 0.035% | |
4/24/2025 | Sunbelt Securities Inc. | 3,199 | $100K | 0.0% | +68.0% | 0.002% | |
4/24/2025 | Mascoma Wealth Management LLC | 344,651 | $10.75M | 2.7% | N/A | 0.260% | |
4/24/2025 | Canvas Wealth Advisors LLC | 53,796 | $1.58M | 0.4% | +99.7% | 0.041% | |
4/23/2025 | KPP Advisory Services LLC | 117,266 | $3.66M | 0.7% | +13.0% | 0.089% | |
4/23/2025 | Spire Wealth Management | 8,297 | $259K | 0.0% | -9.7% | 0.006% | |
4/23/2025 | BridgePort Financial Solutions LLC | 20,003 | $624K | 0.3% | -7.0% | 0.015% | |
4/22/2025 | Flagship Harbor Advisors LLC | 28,308 | $883K | 0.0% | +59.1% | 0.021% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 153,074 | $4.77M | 0.0% | +20.6% | 0.116% | |
4/18/2025 | Mayfair Advisory Group LLC | 22,163 | $691K | 0.4% | +58.1% | 0.017% | |
4/18/2025 | Financial Perspectives Inc | 9,009 | $281K | 0.1% | +11.1% | 0.007% | |
4/18/2025 | Prosperity Wealth Management Inc. | 11,940 | $372K | 0.2% | +26.8% | 0.009% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,162 | $535K | 0.0% | +17.4% | 0.013% | |
4/14/2025 | Investment Advisory Group LLC | 6,628 | $207K | 0.1% | -5.7% | 0.005% | |
4/11/2025 | KFG Wealth Management LLC | 2,037,063 | $63.54M | 11.5% | +9.9% | 1.539% | |
4/11/2025 | Signal Advisors Wealth LLC | 27,213 | $849K | 0.1% | +28.9% | 0.021% | |
4/9/2025 | Fragasso Financial Advisors Inc | 2,649,516 | $82.64M | 6.1% | N/A | 1.933% | |
4/8/2025 | Rooted Wealth Advisors Inc. | 86,483 | $2.70M | 1.1% | +8.0% | 0.063% | |
4/8/2025 | Parallel Advisors LLC | 3,894 | $121K | 0.0% | -82.4% | 0.003% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,613 | $481K | 0.0% | +18.9% | 0.011% | |
3/12/2025 | Northstar Financial Companies Inc. | 17,587 | $579K | 0.5% | N/A | 0.013% | |
3/11/2025 | Lighthouse Financial LLC | 18,390 | $606K | 0.5% | N/A | 0.013% | |
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). |
2/28/2025 | BridgePort Financial Solutions LLC | 21,503 | $703K | 0.3% | N/A | 0.025% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 26,764 | $881K | 0.0% | +12.5% | 0.031% | |
2/20/2025 | Peak Retirement Planning Inc. | 12,091 | $398K | 0.3% | N/A | 0.014% | |
2/18/2025 | AAF Wealth Management LLC | 72,021 | $2.37M | 1.2% | -1.3% | 0.083% | |
2/17/2025 | Salus Financial Advisors LLC | 888,229 | $29.25M | 22.9% | N/A | 1.019% | |
2/17/2025 | Focus Partners Wealth | 68,153 | $2.24M | 0.0% | -59.3% | 0.078% | |
2/17/2025 | Clarity Asset Management Inc. | 5,245 | $173K | 0.1% | N/A | 0.006% | |
2/17/2025 | EP Wealth Advisors LLC | 6,078 | $200K | 0.0% | +13.7% | 0.007% | |
2/17/2025 | Captrust Financial Advisors | 7,552 | $249K | 0.0% | N/A | 0.009% | |
2/17/2025 | Apex Wealth Management LLC | 25,130 | $828K | 0.7% | N/A | 0.029% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 12,096 | $398K | 0.0% | -22.7% | 0.014% | |
2/14/2025 | Jane Street Group LLC | 88,434 | $2.91M | 0.0% | N/A | 0.101% | |
2/14/2025 | Lido Advisors LLC | 17,977 | $592K | 0.0% | +26.2% | 0.021% | |
2/14/2025 | Two Sigma Securities LLC | 8,879 | $292K | 0.0% | N/A | 0.010% | |
2/14/2025 | Stifel Financial Corp | 98,725 | $3.25M | 0.0% | N/A | 0.113% | |
2/14/2025 | MML Investors Services LLC | 149,023 | $4.91M | 0.0% | +60.1% | 0.171% | |
2/13/2025 | Regal Investment Advisors LLC | 11,046 | $364K | 0.0% | +9.1% | 0.013% | |
2/13/2025 | Mariner LLC | 17,220 | $567K | 0.0% | +6.3% | 0.020% | |
2/13/2025 | Advisory Services Network LLC | 31,560 | $1.04M | 0.0% | N/A | 0.036% | |
2/13/2025 | Renaissance Technologies LLC | 143,000 | $4.71M | 0.0% | +18.3% | 0.164% | |
2/13/2025 | Rollins Financial Advisors LLC | 68,815 | $2.27M | 0.4% | -0.8% | 0.079% | |
2/13/2025 | Cerity Partners LLC | 17,167 | $565K | 0.0% | +11.6% | 0.020% | |
2/13/2025 | FMR LLC | 39,187,804 | $1.29B | 0.1% | +37.6% | 44.971% | |
2/13/2025 | Envestnet Asset Management Inc. | 381,349 | $12.56M | 0.0% | +3.5% | 0.438% | |
2/13/2025 | Wells Fargo & Company MN | 4,646 | $153K | 0.0% | +667.9% | 0.005% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,654 | $55K | 0.0% | +65.7% | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 599,749 | $19.75M | 0.0% | +17.1% | 0.688% | |
2/11/2025 | LPL Financial LLC | 769,743 | $25.35M | 0.0% | +127.2% | 0.883% | |
2/10/2025 | Harbour Investments Inc. | 20,038 | $660K | 0.0% | +36.1% | 0.023% | |
2/10/2025 | Commonwealth Equity Services LLC | 2,794,682 | $92.03M | 0.1% | +87.8% | 3.207% | |
2/10/2025 | Madison Wealth Partners Inc | 11,390 | $375K | 0.1% | N/A | 0.013% | |
2/10/2025 | Avantax Advisory Services Inc. | 281,565 | $9.27M | 0.1% | +5.5% | 0.323% | |
2/7/2025 | HighTower Advisors LLC | 26,608 | $876K | 0.0% | -10.8% | 0.031% | |
2/7/2025 | New England Private Wealth Advisors LLC | 30,260 | $996K | 0.2% | +1.8% | 0.035% | |
2/7/2025 | Prosperity Wealth Management Inc. | 9,416 | $310K | 0.1% | +4.6% | 0.011% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,489 | $82K | 0.0% | N/A | 0.003% | |
2/6/2025 | Raymond James Financial Inc. | 364,523 | $12.00M | 0.0% | N/A | 0.418% | |
2/6/2025 | Jones Financial Companies Lllp | 810 | $27K | 0.0% | +278.5% | 0.001% | |
2/5/2025 | Fisher Asset Management LLC | 6,737 | $222K | 0.0% | N/A | 0.008% | |
2/5/2025 | Maripau Wealth Management LLC | 21,118 | $695K | 0.4% | +1.5% | 0.024% | |
2/3/2025 | Element Wealth LLC | 5,436 | $179K | 0.1% | N/A | 0.006% | |
2/3/2025 | Broadview Financial Management LLC | 33,756 | $1.11M | 0.8% | -5.4% | 0.039% | |
2/3/2025 | Able Wealth Management LLC | 153,853 | $5.07M | 3.3% | +2.3% | 0.177% | |
2/3/2025 | TBH Global Asset Management LLC | 6,628 | $218K | 0.1% | -89.0% | 0.008% | |
2/3/2025 | Private Advisor Group LLC | 28,239 | $930K | 0.0% | +6.0% | 0.032% | |
2/3/2025 | Financial Perspectives Inc | 8,107 | $267K | 0.1% | +10.3% | 0.009% | |
1/31/2025 | D.A. Davidson & CO. | 12,299 | $405K | 0.0% | +53.7% | 0.014% | |
1/30/2025 | Principal Securities Inc. | 4,962 | $163K | 0.0% | +37.2% | 0.006% | |
1/30/2025 | Roxbury Financial LLC | 5,200 | $176K | 0.2% | N/A | 0.006% | |
1/30/2025 | Blue Trust Inc. | 898 | $30K | 0.0% | +1,660.8% | 0.001% | |
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). |
1/30/2025 | Rooted Wealth Advisors Inc. | 80,098 | $2.65M | 1.0% | +15.8% | 0.092% | |
1/29/2025 | Savant Capital LLC | 9,573 | $315K | 0.0% | N/A | 0.011% | |
1/28/2025 | Canvas Wealth Advisors LLC | 26,937 | $887K | 0.2% | N/A | 0.031% | |
1/28/2025 | Wealthstar Advisors LLC | 6,178 | $203K | 0.1% | N/A | 0.007% | |
1/28/2025 | Kingsview Wealth Management LLC | 15,010 | $494K | 0.0% | -6.2% | 0.017% | |
1/28/2025 | Leo Wealth LLC | 22,091 | $727K | 0.1% | -15.2% | 0.025% | |
1/27/2025 | Geneva Partners LLC | 10,084 | $332K | 0.1% | N/A | 0.012% | |
1/27/2025 | Choreo LLC | 9,969 | $330K | 0.0% | +6.6% | 0.011% | |
1/27/2025 | Silverlake Wealth Management LLC | 59,694 | $1.97M | 0.8% | +60.9% | 0.069% | |
1/24/2025 | Financial Partners Group Inc | 176,024 | $5.80M | 0.8% | +26.9% | 0.202% | |