8/18/2025 | Geneos Wealth Management Inc. | 3,928 | $161K | 0.0% | +36.2% | 0.014% | |
8/15/2025 | Corient Private Wealth LLC | 18,646 | $765K | 0.0% | +3.1% | 0.065% | |
8/15/2025 | Captrust Financial Advisors | 15,973 | $655K | 0.0% | N/A | 0.056% | |
8/15/2025 | MML Investors Services LLC | 48,347 | $1.98M | 0.0% | -7.1% | 0.169% | |
8/15/2025 | Great Valley Advisor Group Inc. | 8,591 | $352K | 0.0% | N/A | 0.030% | |
8/15/2025 | BNP Paribas Financial Markets | 6,023 | $247K | 0.0% | +47.8% | 0.021% | |
8/15/2025 | Bank of America Corp DE | 850,544 | $34.87M | 0.0% | +26.1% | 2.974% | |
8/15/2025 | Ameriprise Financial Inc. | 715,518 | $29.32M | 0.0% | +109.5% | 2.502% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 4,053 | $166K | 0.2% | N/A | 0.014% | |
8/14/2025 | Jane Street Group LLC | 56,879 | $2.33M | 0.0% | +21.0% | 0.199% | |
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8/14/2025 | Raymond James Financial Inc. | 215,591 | $8.84M | 0.0% | +71.7% | 0.754% | |
8/14/2025 | Cerity Partners LLC | 22,418 | $919K | 0.0% | +2.3% | 0.078% | |
8/13/2025 | Cresset Asset Management LLC | 9,274 | $380K | 0.0% | +12.5% | 0.032% | |
8/13/2025 | Baird Financial Group Inc. | 6,669 | $273K | 0.0% | -5.6% | 0.023% | |
8/13/2025 | Kilter Group LLC | 852 | $35K | 0.0% | N/A | 0.003% | |
8/13/2025 | Trek Financial LLC | 124,878 | $5.12M | 0.3% | +21.9% | 0.437% | |
8/13/2025 | CW Advisors LLC | 16,532 | $678K | 0.0% | N/A | 0.058% | |
8/13/2025 | IAG Wealth Partners LLC | 4,479 | $184K | 0.0% | +4,822.0% | 0.016% | |
8/13/2025 | Berbice Capital Management LLC | 9,354 | $384K | 0.3% | N/A | 0.033% | |
8/13/2025 | Quadrature Capital Ltd | 8,634 | $354K | 0.0% | N/A | 0.030% | |
8/13/2025 | Hsbc Holdings PLC | 15,500 | $636K | 0.0% | N/A | 0.054% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 142,775 | $5.85M | 0.0% | +566.4% | 0.499% | |
8/13/2025 | Russell Investments Group Ltd. | 2,256 | $92K | 0.0% | N/A | 0.008% | |
8/12/2025 | J.W. Cole Advisors Inc. | 7,718 | $316K | 0.0% | N/A | 0.027% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 14,441 | $592K | 0.0% | +64.7% | 0.050% | |
8/12/2025 | Insigneo Advisory Services LLC | 12,107 | $496K | 0.0% | -56.2% | 0.042% | |
8/12/2025 | Global Retirement Partners LLC | 6,142 | $252K | 0.0% | N/A | 0.021% | |
8/12/2025 | Jefferies Financial Group Inc. | 8,249 | $338K | 0.0% | +24.4% | 0.029% | |
8/12/2025 | Franklin Resources Inc. | 1,300 | $53K | 0.0% | N/A | 0.005% | |
8/11/2025 | TD Waterhouse Canada Inc. | 314,996 | $12.72M | 0.1% | +0.8% | 1.119% | |
8/8/2025 | Rockefeller Capital Management L.P. | 107,227 | $4.40M | 0.0% | +1.6% | 0.381% | |
8/8/2025 | Kingsview Wealth Management LLC | 5,294 | $217K | 0.0% | N/A | 0.019% | |
8/8/2025 | Cetera Investment Advisers | 88,977 | $3.65M | 0.0% | -0.4% | 0.316% | |
8/8/2025 | Phoenix Wealth Advisors | 23,398 | $959K | 0.4% | -1.3% | 0.083% | |
8/8/2025 | Intrua Financial LLC | 41,685 | $1.71M | 0.2% | +2.6% | 0.148% | |
8/8/2025 | Hudock Inc. | 26,792 | $1.10M | 0.2% | +10.5% | 0.095% | |
8/7/2025 | Allworth Financial LP | 2,287 | $94K | 0.0% | +19.2% | 0.008% | |
8/7/2025 | PFG Advisors | 12,849 | $527K | 0.0% | -15.2% | 0.046% | |
8/6/2025 | AE Wealth Management LLC | 32,819 | $1.35M | 0.0% | +4.1% | 0.117% | |
8/5/2025 | Huntington National Bank | 1,640 | $67K | 0.0% | +173.3% | 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). |
8/5/2025 | Tsfg LLC | 4,998 | $205K | 0.0% | -83.3% | 0.018% | |
8/4/2025 | Center for Financial Planning Inc. | 3,222 | $132K | 0.0% | +205.7% | 0.011% | |
8/4/2025 | Amplius Wealth Advisors LLC | 31,126 | $1.28M | 0.1% | +41.7% | 0.111% | |
8/4/2025 | Assetmark Inc. | 44,747 | $1.84M | 0.0% | +73.4% | 0.159% | |
8/4/2025 | Arkadios Wealth Advisors | 44,860 | $1.84M | 0.1% | -81.6% | 0.159% | |
8/4/2025 | World Investment Advisors | 9,752 | $400K | 0.0% | -3.7% | 0.035% | |
8/1/2025 | GWN Securities Inc. | 26,808 | $1.10M | 0.2% | +10.2% | 0.095% | |
8/1/2025 | Envestnet Asset Management Inc. | 40,059 | $1.64M | 0.0% | -66.2% | 0.142% | |
7/31/2025 | Brighton Jones LLC | 9,731 | $399K | 0.0% | N/A | 0.035% | |
7/31/2025 | Waldron Private Wealth LLC | 6,670 | $273K | 0.0% | N/A | 0.024% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 14,367 | $589K | 0.2% | +13.5% | 0.051% | |
7/30/2025 | Sonata Capital Group Inc. | 5,525 | $227K | 0.1% | N/A | 0.020% | |
7/30/2025 | Brookstone Capital Management | 39,246 | $1.61M | 0.0% | +17.8% | 0.139% | |
7/30/2025 | Ardent Capital Management Inc. | 38,329 | $1.57M | 0.8% | -1.1% | 0.136% | |
7/29/2025 | Chicago Partners Investment Group LLC | 5,735 | $245K | 0.0% | N/A | 0.020% | |
7/29/2025 | Stratos Wealth Partners LTD. | 17,087 | $701K | 0.0% | -2.0% | 0.061% | |
7/28/2025 | 5th Street Advisors LLC | 75,132 | $3.08M | 1.5% | -2.4% | 0.267% | |
7/28/2025 | Moran Wealth Management LLC | 15,507 | $636K | 0.0% | +90.6% | 0.055% | |
7/25/2025 | LRI Investments LLC | 97,797 | $4.01M | 0.3% | +3.9% | 0.347% | |
7/25/2025 | CWM LLC | 32,979 | $1.35M | 0.0% | +3.9% | 0.117% | |
7/24/2025 | Cascade Investment Group Inc. | 28,902 | $1.19M | 0.8% | +0.9% | 0.103% | |
7/24/2025 | Leo Wealth LLC | 5,075 | $208K | 0.0% | N/A | 0.018% | |
7/23/2025 | H&H Retirement Design & Management INC | 28,568 | $1.21M | 0.7% | +6.7% | 0.101% | |
7/23/2025 | Valmark Advisers Inc. | 5,824 | $239K | 0.0% | N/A | 0.021% | |
7/23/2025 | Matisse Capital | 12,961 | $531K | 0.3% | -2.5% | 0.046% | |
7/23/2025 | Stephen J. Garry & Associates LLC | 18,415 | $755K | 0.7% | N/A | 0.065% | |
7/22/2025 | Gemmer Asset Management LLC | 16,014 | $657K | 0.1% | +148.3% | 0.057% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 108,011 | $4.43M | 0.1% | +12.6% | 0.384% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,234 | $51K | 0.0% | N/A | 0.004% | |
7/18/2025 | Consolidated Portfolio Review Corp | 14,561 | $597K | 0.1% | +2.2% | 0.053% | |
7/18/2025 | Truist Financial Corp | 6,262 | $257K | 0.0% | N/A | 0.023% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 2,040 | $84K | 0.0% | N/A | 0.007% | |
7/17/2025 | HB Wealth Management LLC | 7,920 | $325K | 0.0% | -16.7% | 0.029% | |
7/17/2025 | Janney Montgomery Scott LLC | 37,245 | $1.53M | 0.0% | -4.1% | 0.135% | |
7/17/2025 | Virginia Wealth Management Group Inc. | 5,000 | $205K | 0.1% | N/A | 0.018% | |
7/16/2025 | Crowley Wealth Management Inc. | 4,380 | $185K | 0.2% | +71.8% | 0.016% | |
7/16/2025 | CX Institutional | 16,925 | $694K | 0.0% | +58.5% | 0.061% | |
7/15/2025 | Herbst Group LLC | 5,000 | $205K | 0.1% | N/A | 0.018% | |
7/15/2025 | Cora Capital Advisors LLC | 53,558 | $2.20M | 1.0% | -5.6% | 0.194% | |
7/15/2025 | BostonPremier Wealth LLC | 90,563 | $3.71M | 2.1% | N/A | 0.329% | |
7/11/2025 | CX Institutional | 16,925 | $694K | 0.0% | +58.5% | 0.062% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 88,504 | $3.66M | 0.0% | +86.1% | 0.327% | |
7/8/2025 | Strategic Advocates LLC | 39,031 | $1.60M | 0.5% | +5.6% | 0.146% | |
7/8/2025 | Ehrlich Financial Group | 6,496 | $266K | 0.2% | N/A | 0.024% | |
7/8/2025 | Goldstone Financial Group LLC | 20,158 | $833K | 0.1% | +18.0% | 0.076% | |
7/3/2025 | Fiduciary Financial Group LLC | 12,335 | $499K | 0.1% | +21.7% | 0.046% | |
5/28/2025 | Intrua Financial LLC | 40,640 | $1.28M | 0.2% | +0.9% | 0.165% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,884 | $91K | 0.0% | N/A | 0.012% | |
5/19/2025 | Jane Street Group LLC | 47,002 | $1.48M | 0.0% | N/A | 0.190% | |
5/19/2025 | Legacy Advisory Services LLC | 14,505 | $456K | 0.4% | N/A | 0.059% | |
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). |
5/16/2025 | Jones Financial Companies Lllp | 41,975 | $1.32M | 0.0% | N/A | 0.172% | |
5/16/2025 | NewEdge Advisors LLC | 1,656 | $52K | 0.0% | N/A | 0.007% | |
5/16/2025 | Clark Capital Management Group Inc. | 126,554 | $3.98M | 0.0% | N/A | 0.519% | |
5/16/2025 | Copperleaf Capital LLC | 23,530 | $740K | 0.4% | N/A | 0.096% | |
5/16/2025 | 5th Street Advisors LLC | 76,961 | $2.42M | 1.2% | N/A | 0.315% | |
5/15/2025 | Family Office Research LLC | 10,356 | $326K | 0.2% | N/A | 0.042% | |
5/15/2025 | Royal Bank of Canada | 130,466 | $4.10M | 0.0% | +16.9% | 0.535% | |
5/15/2025 | Baird Financial Group Inc. | 7,061 | $222K | 0.0% | -14.8% | 0.029% | |
5/15/2025 | OLD Mission Capital LLC | 14,822 | $466K | 0.0% | N/A | 0.061% | |
5/15/2025 | Cascade Investment Group Inc. | 28,652 | $901K | 0.7% | N/A | 0.117% | |