8/12/2025 | J.W. Cole Advisors Inc. | 47,411 | $4.21M | 0.1% | +3.1% | 0.125% | |
8/12/2025 | Financial Advocates Investment Management | 14,241 | $1.19M | 0.1% | +14.5% | 0.038% | |
8/12/2025 | Laurel Wealth Advisors LLC | 19,792 | $1.76M | 0.0% | +8,775.3% | 0.052% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 38,452 | $3.41M | 0.0% | -38.2% | 0.102% | |
8/12/2025 | Global Retirement Partners LLC | 20,158 | $1.79M | 0.0% | N/A | 0.053% | |
8/12/2025 | Walled Lake Planning & Wealth Management LLC | 4,981 | $442K | 0.1% | -14.8% | 0.013% | |
8/12/2025 | Shakespeare Wealth Management LLC | 171,586 | $15.23M | 4.1% | +4.2% | 0.454% | |
8/12/2025 | AlphaCore Capital LLC | 2,358 | $209K | 0.0% | N/A | 0.006% | |
8/12/2025 | MAI Capital Management | 87,400 | $7.76M | 0.1% | +2.7% | 0.231% | |
8/12/2025 | JPMorgan Chase & Co. | 8,028 | $713K | 0.0% | -60.5% | 0.021% | |
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8/11/2025 | Perennial Investment Advisors LLC | 32,275 | $2.87M | 0.3% | -4.7% | 0.084% | |
8/11/2025 | Portside Wealth Group LLC | 55,728 | $4.95M | 0.7% | +6.0% | 0.146% | |
8/11/2025 | Capital Square LLC | 22,163 | $2.01M | 1.1% | -2.1% | 0.058% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 29,335 | $2.60M | 0.3% | +42.3% | 0.077% | |
8/11/2025 | Slagle Financial LLC | 6,698 | $594K | 0.2% | N/A | 0.017% | |
8/11/2025 | Foundation Wealth Management LLC PA | 2,311 | $205K | 0.1% | N/A | 0.006% | |
8/8/2025 | Kingsview Wealth Management LLC | 52,395 | $4.65M | 0.1% | +0.6% | 0.137% | |
8/8/2025 | Avantax Advisory Services Inc. | 77,643 | $6.89M | 0.0% | +16.9% | 0.203% | |
8/8/2025 | Cetera Investment Advisers | 304,235 | $27.00M | 0.0% | +19.6% | 0.794% | |
8/8/2025 | New England Capital Financial Advisors LLC | 48,759 | $4.33M | 2.0% | +8.4% | 0.127% | |
8/8/2025 | Creative Planning | 53,019 | $4.71M | 0.0% | +1.9% | 0.138% | |
8/8/2025 | WealthShield Partners LLC | 60,301 | $5.35M | 0.6% | +12.2% | 0.157% | |
8/8/2025 | Meridian Wealth Management LLC | 2,286 | $203K | 0.0% | -7.6% | 0.006% | |
8/8/2025 | Foundations Investment Advisors LLC | 3,090 | $274K | 0.0% | +21.9% | 0.008% | |
8/8/2025 | Islay Capital Management LLC | 1,200 | $106K | 0.1% | N/A | 0.003% | |
8/8/2025 | Wrapmanager Inc. | 7,064 | $627K | 0.2% | -2.5% | 0.018% | |
8/8/2025 | Ignite Planners LLC | 17,689 | $1.60M | 0.2% | +2.9% | 0.046% | |
8/8/2025 | Leicht Financial Planning & Wealth Management Inc. | 57,837 | $5.13M | 2.4% | N/A | 0.151% | |
8/8/2025 | Good Life Advisors LLC | 14,700 | $1.31M | 0.1% | +21.9% | 0.038% | |
8/8/2025 | ERTS Wealth Advisors LLC | 120,797 | $10.72M | 3.7% | -47.4% | 0.315% | |
8/7/2025 | Allworth Financial LP | 3,761 | $334K | 0.0% | -4.7% | 0.010% | |
8/7/2025 | PFG Advisors | 40,356 | $3.58M | 0.1% | N/A | 0.105% | |
8/7/2025 | Future Fund LLC | 3,432 | $305K | 0.1% | N/A | 0.009% | |
8/7/2025 | Winthrop Capital Management LLC | 7,030 | $624K | 0.2% | -2.9% | 0.018% | |
8/7/2025 | Midwest Trust Co | 9,196 | $816K | 0.0% | N/A | 0.024% | |
8/7/2025 | Parkside Financial Bank & Trust | 21,371 | $1.90M | 0.2% | +72.6% | 0.056% | |
8/6/2025 | Prospera Financial Services Inc | 3,321 | $295K | 0.0% | +5.0% | 0.009% | |
8/6/2025 | AE Wealth Management LLC | 3,604 | $320K | 0.0% | -25.9% | 0.009% | |
8/6/2025 | Rialto Wealth Management LLC | 787 | $70K | 0.0% | -27.6% | 0.002% | |
8/6/2025 | Rovin Capital UT ADV | 6,122 | $543K | 0.2% | +2.3% | 0.016% | |
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8/6/2025 | Grey Fox Wealth Advisors LLC | 153,932 | $13.66M | 3.3% | +6.1% | 0.402% | |
8/6/2025 | Savant Capital LLC | 330,107 | $29.30M | 0.2% | +2.1% | 0.862% | |
8/6/2025 | Forbes Financial Planning Inc. | 96,775 | $8.59M | 5.8% | -7.2% | 0.253% | |
8/6/2025 | Mascagni Wealth Management Inc. | 2,673 | $237K | 0.2% | -5.6% | 0.007% | |
8/6/2025 | O Dell Group LLC | 89,865 | $7.98M | 2.0% | +2.8% | 0.235% | |
8/6/2025 | Convergence Financial LLC | 191,830 | $17.03M | 2.9% | -17.8% | 0.501% | |
8/6/2025 | Csenge Advisory Group | 130,841 | $11.21M | 0.6% | +0.9% | 0.342% | |
8/5/2025 | Blue Barn Wealth LLC | 64,931 | $5.76M | 2.7% | +11.5% | 0.170% | |
8/5/2025 | TME Financial Inc. | 29,029 | $2.58M | 2.1% | N/A | 0.076% | |
8/5/2025 | Integrity Wealth Solutions LLC | 74,347 | $6.60M | 3.2% | +4.7% | 0.194% | |
8/5/2025 | Simplex Trading LLC | 3,491 | $309K | 0.0% | +2,585.4% | 0.009% | |
8/5/2025 | Prosperity Consulting Group LLC | 28,870 | $2.56M | 0.2% | -5.6% | 0.075% | |
8/5/2025 | Key Financial Inc | 79,176 | $7.03M | 1.4% | -6.8% | 0.207% | |
8/5/2025 | BCGM Wealth Management LLC | 2,648 | $235K | 0.1% | -16.2% | 0.007% | |
8/5/2025 | Compton Financial Group LLC | 74,723 | $6.63M | 1.7% | N/A | 0.195% | |
8/5/2025 | Bank of Montreal Can | 6,109 | $542K | 0.0% | -41.9% | 0.016% | |
8/5/2025 | Burney Co. | 13,969 | $1.24M | 0.0% | -29.0% | 0.036% | |
8/5/2025 | Sigma Planning Corp | 8,650 | $768K | 0.0% | -10.7% | 0.023% | |
8/5/2025 | LTG Capital LLC | 14,650 | $1.30M | 1.1% | -5.4% | 0.038% | |
8/5/2025 | TIAA Trust National Association | 179,137 | $15.90M | 0.0% | +3.4% | 0.468% | |
8/5/2025 | Strategic Financial Concepts LLC | 84,129 | $7.47M | 1.1% | +791.6% | 0.220% | |
8/5/2025 | GHP Investment Advisors Inc. | 241,820 | $21.46M | 1.0% | +1.7% | 0.631% | |
8/5/2025 | Navalign LLC | 2,660 | $236K | 0.1% | -40.4% | 0.007% | |
8/4/2025 | Crescent Sterling Ltd. | 3,366 | $299K | 0.3% | -21.8% | 0.009% | |
8/4/2025 | 4WEALTH Advisors Inc. | 2,335 | $207K | 0.2% | N/A | 0.006% | |
8/4/2025 | Partners in Financial Planning | 18,483 | $1.64M | 0.3% | +71.1% | 0.048% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 2,154 | $191K | 0.0% | -89.3% | 0.006% | |
8/4/2025 | IFG Advisory LLC | 8,498 | $754K | 0.0% | N/A | 0.022% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 19,501 | $1.73M | 0.1% | -33.1% | 0.051% | |
8/4/2025 | One Day In July LLC | 3,200 | $284K | 0.0% | N/A | 0.008% | |
8/4/2025 | Savvy Advisors Inc. | 2,768 | $246K | 0.0% | N/A | 0.007% | |
8/4/2025 | Assetmark Inc. | 124,227 | $11.03M | 0.0% | -38.3% | 0.324% | |
8/4/2025 | Spire Wealth Management | 296 | $26K | 0.0% | -75.5% | 0.001% | |
8/4/2025 | Flagship Harbor Advisors LLC | 17,596 | $1.56M | 0.1% | N/A | 0.046% | |
8/4/2025 | Bristlecone Advisors LLC | 38,097 | $3.38M | 0.3% | -6.9% | 0.099% | |
8/1/2025 | First National Trust Co | 180,109 | $15.99M | 0.6% | +6.4% | 0.470% | |
8/1/2025 | Centerpoint Advisors LLC | 1,835 | $163K | 0.1% | -38.8% | 0.005% | |
8/1/2025 | Wealth Watch Advisors INC | 27,299 | $2.42M | 1.4% | N/A | 0.071% | |
8/1/2025 | Koss Olinger Consulting LLC | 21,447 | $1.90M | 0.2% | -16.2% | 0.056% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 21,874 | $1.94M | 1.0% | +1.5% | 0.057% | |
8/1/2025 | Envestnet Asset Management Inc. | 164,126 | $14.57M | 0.0% | +11.0% | 0.429% | |
7/31/2025 | BIP Wealth LLC | 93,132 | $8.27M | 0.5% | +3.3% | 0.243% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 50,382 | $4.47M | 0.1% | -4.7% | 0.132% | |
7/31/2025 | Sage Mountain Advisors LLC | 835 | $74K | 0.0% | N/A | 0.002% | |
7/31/2025 | Moloney Securities Asset Management LLC | 4,030 | $358K | 0.0% | -7.5% | 0.011% | |
7/30/2025 | Freedom Investment Management Inc. | 15,878 | $1.41M | 0.1% | -3.3% | 0.041% | |
7/30/2025 | TFB Advisors LLC | 5,621 | $499K | 0.1% | -2.3% | 0.015% | |
7/30/2025 | Brookstone Capital Management | 24,210 | $2.15M | 0.0% | +1.9% | 0.063% | |
7/30/2025 | D.A. Davidson & CO. | 30,162 | $2.68M | 0.0% | -15.1% | 0.079% | |
7/30/2025 | Pacific Sun Financial Corp | 54,440 | $4.83M | 2.5% | -2.4% | 0.142% | |
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). |
7/30/2025 | Probity Advisors Inc. | 40,890 | $3.63M | 0.6% | +4.5% | 0.107% | |
7/30/2025 | Klingman & Associates LLC | 204,846 | $18.18M | 1.0% | +14.0% | 0.535% | |
7/29/2025 | Salomon & Ludwin LLC | 8,647 | $781K | 0.1% | +12.2% | 0.023% | |
7/29/2025 | Chicago Partners Investment Group LLC | 35,037 | $3.21M | 0.1% | +12.3% | 0.091% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 45,259 | $4.02M | 0.1% | -13.9% | 0.118% | |
7/29/2025 | May Barnhard Investments LLC | 38,500 | $3.42M | 1.6% | -6.6% | 0.101% | |
7/29/2025 | Koshinski Asset Management Inc. | 2,640 | $234K | 0.0% | N/A | 0.007% | |
7/29/2025 | Rodgers & Associates LTD | 413,898 | $36.73M | 4.0% | +4.1% | 1.081% | |
7/29/2025 | Stratos Wealth Advisors LLC | 3,851 | $342K | 0.0% | +4.0% | 0.010% | |
7/29/2025 | Private Trust Co. NA | 8,588 | $762K | 0.1% | +52.2% | 0.022% | |