8/1/2025 | Oarsman Capital Inc. | 750 | $214K | 0.0% | N/A | 0.001% | |
8/1/2025 | Biltmore Family Office LLC | 50,147 | $14.35M | 2.4% | -3.7% | 0.034% | |
8/1/2025 | PCA Investment Advisory Services Inc. | 11,159 | $3.18M | 1.3% | +3.3% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 12,076 | $3.45M | 0.2% | +291.2% | 0.008% | |
8/1/2025 | Anson Capital Inc. | 732 | $209K | 0.2% | N/A | 0.000% | |
8/1/2025 | Clark Asset Management LLC | 1,579 | $450K | 0.1% | N/A | 0.001% | |
8/1/2025 | Transcend Capital Advisors LLC | 33,123 | $9.45M | 0.7% | -2.3% | 0.022% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 1,024 | $292K | 0.0% | -4.0% | 0.001% | |
8/1/2025 | Bessemer Group Inc. | 9,577 | $2.73M | 0.0% | -5.5% | 0.006% | |
8/1/2025 | MilWealth Group LLC | 298,605 | $85.20M | 21.9% | +1.3% | 0.200% | |
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8/1/2025 | Ashton Thomas Private Wealth LLC | 10,359 | $2.96M | 0.1% | -4.7% | 0.007% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,545,138 | $440.82M | 0.1% | +14.3% | 1.037% | |
7/31/2025 | Wealthfront Advisers LLC | 787,211 | $224.59M | 0.6% | -3.9% | 0.528% | |
7/31/2025 | Interchange Capital Partners LLC | 3,429 | $978K | 0.2% | +1.2% | 0.002% | |
7/31/2025 | Brighton Jones LLC | 40,269 | $11.49M | 0.3% | +0.3% | 0.027% | |
7/31/2025 | Waldron Private Wealth LLC | 5,266 | $1.51M | 0.1% | -3.4% | 0.004% | |
7/31/2025 | Leavell Investment Management Inc. | 104,807 | $29.99M | 1.3% | -2.0% | 0.070% | |
7/31/2025 | TSA Wealth Managment LLC | 2,044 | $583K | 0.2% | -2.0% | 0.001% | |
7/31/2025 | BIP Wealth LLC | 36,244 | $10.34M | 0.6% | -0.5% | 0.024% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 8,317 | $2.37M | 0.0% | +28.1% | 0.006% | |
7/31/2025 | Curio Wealth LLC | 446 | $127K | 0.1% | +22,200.0% | 0.000% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 10,410 | $2.97M | 0.7% | -9.6% | 0.007% | |
7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 29,308 | $8.59M | 3.1% | +0.7% | 0.020% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 11,407 | $3.26M | 1.3% | -1.4% | 0.008% | |
7/31/2025 | Manuka Financial LLC | 5,702 | $1.63M | 0.9% | +2.6% | 0.004% | |
7/31/2025 | Opes Wealth Management LLC | 1,093 | $312K | 0.1% | -6.4% | 0.001% | |
7/31/2025 | Carnegie Investment Counsel | 2,771 | $791K | 0.0% | -11.3% | 0.002% | |
7/31/2025 | SoundView Advisors Inc. | 12,998 | $3.71M | 1.4% | +27.4% | 0.009% | |
7/31/2025 | Gill Capital Partners LLC | 5,290 | $1.51M | 0.5% | -25.6% | 0.004% | |
7/30/2025 | Bleakley Financial Group LLC | 554,389 | $158.17M | 4.0% | +5.9% | 0.372% | |
7/30/2025 | EnRich Financial Partners LLC | 5,619 | $1.60M | 0.5% | -6.4% | 0.004% | |
7/30/2025 | Strategic Blueprint LLC | 1,943 | $554K | 0.0% | +14.2% | 0.001% | |
7/30/2025 | Fusion Family Wealth LLC | 43,829 | $12.50M | 1.1% | -2.4% | 0.029% | |
7/30/2025 | Forum Financial Management LP | 5,832 | $1.66M | 0.0% | -7.3% | 0.004% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 1,758 | $502K | 0.1% | -10.1% | 0.001% | |
7/30/2025 | Rehmann Capital Advisory Group | 15,208 | $4.34M | 0.3% | +119.7% | 0.010% | |
7/30/2025 | Exencial Wealth Advisors LLC | 5,186 | $1.48M | 0.1% | -8.9% | 0.003% | |
7/30/2025 | Brookstone Capital Management | 2,408 | $687K | 0.0% | -4.1% | 0.002% | |
7/30/2025 | Phillips Financial Management LLC | 17,372 | $4.96M | 0.4% | +3.1% | 0.012% | |
7/30/2025 | Studio Investment Management LLC | 2,881 | $824K | 0.2% | +9.3% | 0.002% | |
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7/30/2025 | D.A. Davidson & CO. | 43,740 | $12.48M | 0.1% | -7.8% | 0.029% | |
7/30/2025 | Cullen Frost Bankers Inc. | 46,938 | $13.39M | 0.2% | -2.2% | 0.032% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 64,993 | $18.54M | 0.4% | +0.4% | 0.044% | |
7/30/2025 | Whittier Trust Co. | 35,521 | $10.13M | 0.1% | +5.8% | 0.024% | |
7/30/2025 | Mason & Associates LLC | 471,739 | $134.59M | 33.8% | +10.9% | 0.317% | |
7/30/2025 | Clune & Associates LTD. | 4,686 | $1.34M | 0.4% | +14.4% | 0.003% | |
7/30/2025 | Klingman & Associates LLC | 1,227 | $350K | 0.0% | -29.4% | 0.001% | |
7/30/2025 | Pittenger & Anderson Inc. | 331,224 | $94.50M | 3.5% | +0.4% | 0.222% | |
7/30/2025 | Fairway Wealth LLC | 24,224 | $6.91M | 1.6% | -7.3% | 0.016% | |
7/30/2025 | Canvas Wealth Advisors LLC | 1,059 | $311K | 0.1% | -24.8% | 0.001% | |
7/30/2025 | Arbor Investment Advisors LLC | 939 | $268K | 0.0% | -18.0% | 0.001% | |
7/30/2025 | WBH Advisory Inc. | 7,434 | $2.12M | 0.2% | +369.3% | 0.005% | |
7/29/2025 | Orin Green Financial LLC | 31,067 | $8.86M | 3.8% | -1.3% | 0.021% | |
7/29/2025 | Stephens Inc. AR | 2,298 | $656K | 0.0% | +3.7% | 0.002% | |
7/29/2025 | Alaska Wealth Advisors | 1,074 | $306K | 0.0% | N/A | 0.001% | |
7/29/2025 | Madison Wealth Partners Inc | 2,969 | $847K | 0.2% | -3.7% | 0.002% | |
7/29/2025 | Balboa Wealth Partners | 2,937 | $838K | 0.2% | N/A | 0.002% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 5,470 | $1.56M | 0.0% | +1.8% | 0.004% | |
7/29/2025 | MB Levis & Associates LLC | 64,299 | $18.35M | 8.1% | +3.6% | 0.043% | |
7/29/2025 | Kelman Lazarov Inc. | 4,312 | $1.23M | 0.2% | N/A | 0.003% | |
7/29/2025 | Catalyst Capital Advisors LLC | 432,707 | $123.45M | 2.5% | -4.9% | 0.290% | |
7/29/2025 | Wealthstream Advisors Inc. | 4,777 | $1.36M | 0.2% | +3.5% | 0.003% | |
7/29/2025 | Northern Capital Management Inc. | 53,310 | $15.21M | 8.9% | +2.8% | 0.036% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 6,740 | $1.92M | 0.0% | +1.6% | 0.005% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 133,457 | $38.08M | 7.0% | +1.8% | 0.090% | |
7/29/2025 | Novare Capital Management LLC | 2,320 | $662K | 0.1% | -4.1% | 0.002% | |
7/29/2025 | May Barnhard Investments LLC | 17,697 | $5.05M | 2.4% | +0.7% | 0.012% | |
7/29/2025 | Ifrah Financial Services Inc. | 19,648 | $5.61M | 1.5% | -1.5% | 0.013% | |
7/29/2025 | Aspiriant LLC | 13,337 | $3.81M | 0.1% | -2.1% | 0.009% | |
7/29/2025 | Arista Wealth Management LLC | 2,546 | $726K | 0.1% | N/A | 0.002% | |
7/29/2025 | Stratos Wealth Partners LTD. | 33,061 | $9.43M | 0.1% | -1.9% | 0.022% | |
7/29/2025 | Private Trust Co. NA | 1,570 | $448K | 0.0% | +250.4% | 0.001% | |
7/29/2025 | Interactive Financial Advisors Inc. | 15,495 | $4.42M | 2.2% | -5.1% | 0.010% | |
7/29/2025 | TFC Financial Management Inc. | 43,874 | $12.52M | 1.7% | +55.8% | 0.029% | |
7/29/2025 | Consilio Wealth Advisors LLC | 908 | $258K | 0.1% | -11.5% | 0.001% | |
7/29/2025 | Harbor Asset Planning Inc. | 4,962 | $1.42M | 1.4% | N/A | 0.003% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 825 | $235K | 0.0% | N/A | 0.001% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 986 | $281K | 0.0% | N/A | 0.001% | |
7/28/2025 | WealthPlan Investment Management LLC | 1,428 | $407K | 0.0% | +2.8% | 0.001% | |
7/28/2025 | Uptick Partners LLC | 6,964 | $1.99M | 0.6% | +3.4% | 0.005% | |
7/28/2025 | Fairman Group LLC | 6,541 | $1.87M | 1.5% | +20.6% | 0.004% | |
7/28/2025 | Mutual Advisors LLC | 3,631 | $1.07M | 0.0% | +130.1% | 0.002% | |
7/28/2025 | Essex LLC | 3,412 | $973K | 0.2% | N/A | 0.002% | |
7/28/2025 | Ritholtz Wealth Management | 18,025 | $5.14M | 0.1% | +14.1% | 0.012% | |
7/28/2025 | Harbour Investments Inc. | 11,118 | $3.17M | 0.1% | +76.1% | 0.007% | |
7/28/2025 | Cypress Wealth Services LLC | 5,981 | $1.71M | 0.3% | -12.2% | 0.004% | |
7/28/2025 | Sagespring Wealth Partners LLC | 5,615 | $1.60M | 0.0% | -15.6% | 0.004% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 12,570 | $3.59M | 0.1% | -1.8% | 0.008% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 48,449 | $13.82M | 3.5% | +16.4% | 0.033% | |
7/28/2025 | RFG Advisory LLC | 1,977 | $564K | 0.0% | +27.3% | 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). |
7/28/2025 | Axxcess Wealth Management LLC | 1,041,825 | $297.23M | 6.9% | -0.2% | 0.699% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 3,554 | $1.01M | 0.2% | -3.2% | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 24,798 | $7.13M | 0.2% | -12.3% | 0.017% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 29,477 | $8.41M | 0.0% | +8.2% | 0.020% | |
7/25/2025 | Wealth Architects LLC | 70,244 | $20.04M | 2.0% | +4.6% | 0.047% | |
7/25/2025 | Sequoia Financial Advisors LLC | 52,725 | $15.04M | 0.1% | -2.8% | 0.035% | |
7/25/2025 | Courage Miller Partners LLC | 1,287 | $367K | 0.1% | -19.4% | 0.001% | |
7/25/2025 | Riverpoint Wealth Management Holdings LLC | 50,574 | $14.43M | 3.4% | -1.3% | 0.034% | |
7/25/2025 | St. Louis Trust Co | 59,787 | $17.06M | 2.3% | +10.2% | 0.040% | |
7/25/2025 | MGO One Seven LLC | 4,957 | $1.41M | 0.0% | +1.5% | 0.003% | |