7/2/2025 | Central Pacific Bank Trust Division | 72,775 | $3.51M | 0.4% | N/A | 0.263% | |
5/21/2025 | MBL Wealth LLC | 71,740 | $3.49M | 0.4% | +3.3% | 0.269% | |
5/21/2025 | Geneos Wealth Management Inc. | 48,151 | $2.34M | 0.1% | +118.5% | 0.181% | |
5/20/2025 | Focus Partners Wealth | 15,795 | $769K | 0.0% | N/A | 0.059% | |
5/19/2025 | Jane Street Group LLC | 91,009 | $4.43M | 0.0% | N/A | 0.341% | |
5/16/2025 | Talon Private Wealth LLC | 203,294 | $9.90M | 1.3% | +16.5% | 0.763% | |
5/16/2025 | NewEdge Advisors LLC | 62,363 | $3.04M | 0.0% | +75.5% | 0.234% | |
5/16/2025 | Banque Transatlantique SA | 3,871 | $174K | 0.0% | N/A | 0.015% | |
5/16/2025 | AlphaQ Advisors LLC | 30,108 | $1.47M | 3.5% | N/A | 0.113% | |
5/16/2025 | Ancora Advisors LLC | 29,133 | $1.42M | 0.0% | +151.5% | 0.109% | |
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5/15/2025 | Royal Bank of Canada | 64,300 | $3.13M | 0.0% | -16.5% | 0.241% | |
5/15/2025 | Evergreen Capital Management LLC | 348,530 | $16.96M | 0.6% | -9.5% | 1.308% | |
5/14/2025 | CreativeOne Wealth LLC | 6,378 | $310K | 0.0% | +13.6% | 0.024% | |
5/14/2025 | Comerica Bank | 2,453 | $119K | 0.0% | -7.8% | 0.009% | |
5/14/2025 | SVB Wealth LLC | 542 | $26K | 0.0% | N/A | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 147,803 | $7.19M | 0.0% | -2.2% | 0.555% | |
5/14/2025 | Flow Traders U.S. LLC | 8,056 | $392K | 0.0% | N/A | 0.030% | |
5/14/2025 | Andina Capital Management LLC | 10,273 | $500K | 0.4% | N/A | 0.039% | |
5/13/2025 | Aptus Capital Advisors LLC | 17,158 | $835K | 0.0% | -17.8% | 0.064% | |
5/13/2025 | CacheTech Inc. | 1,129,631 | $54.68M | 10.6% | +267.8% | 4.239% | |
5/13/2025 | Adams Wealth Management | 1,123,479 | $54.68M | 10.7% | +265.8% | 4.216% | |
5/13/2025 | State of New Jersey Common Pension Fund D | 756,867 | $36.84M | 0.2% | -20.9% | 2.840% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 8,727 | $425K | 0.0% | -13.1% | 0.033% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,568 | $76K | 0.1% | +349.3% | 0.006% | |
5/13/2025 | Anfield Capital Management LLC | 100,071 | $4.87M | 1.8% | +5,728.2% | 0.376% | |
5/13/2025 | HighTower Advisors LLC | 17,275 | $841K | 0.0% | +30.8% | 0.065% | |
5/12/2025 | Eagle Global Advisors LLC | 6,100 | $297K | 0.0% | N/A | 0.023% | |
5/12/2025 | Cooper Financial Group | 45,845 | $2.23M | 0.3% | +8.7% | 0.172% | |
5/12/2025 | Benjamin Edwards Inc. | 30,918 | $1.51M | 0.0% | +3.4% | 0.116% | |
5/12/2025 | Townsquare Capital LLC | 135,548 | $6.60M | 0.1% | +6.6% | 0.509% | |
5/12/2025 | Summit Financial Strategies Inc. | 12,309 | $599K | 0.1% | N/A | 0.046% | |
5/12/2025 | National Bank of Canada FI | 12,906 | $628K | 0.0% | +112.8% | 0.048% | |
5/9/2025 | Atria Wealth Solutions Inc. | 65,701 | $3.20M | 0.0% | +89.3% | 0.247% | |
5/9/2025 | Cary Street Partners Financial LLC | 6,149 | $299K | 0.0% | -78.8% | 0.023% | |
5/9/2025 | Advyzon Investment Management LLC | 4,190 | $204K | 0.1% | N/A | 0.016% | |
5/9/2025 | J. Safra Sarasin Holding AG | 35,000 | $1.70M | 0.0% | N/A | 0.131% | |
5/8/2025 | IFG Advisory LLC | 8,747 | $426K | 0.0% | +19.8% | 0.033% | |
5/8/2025 | US Bancorp DE | 1,599 | $78K | 0.0% | N/A | 0.006% | |
5/8/2025 | MGO One Seven LLC | 56,625 | $2.76M | 0.1% | +61.3% | 0.212% | |
5/8/2025 | Private Advisory Group LLC | 109,154 | $5.31M | 0.6% | N/A | 0.410% | |
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5/8/2025 | Geneos Wealth Management Inc. | 62,880 | $3.06M | 0.1% | +185.4% | 0.236% | |
5/7/2025 | Nottingham Advisors Inc. | 119,720 | $5.83M | 0.9% | N/A | 0.449% | |
5/7/2025 | Foundations Investment Advisors LLC | 116,833 | $5.69M | 0.1% | +2.9% | 0.438% | |
5/7/2025 | LPL Financial LLC | 1,229,418 | $59.84M | 0.0% | +18.1% | 4.613% | |
5/7/2025 | Inspire Advisors LLC | 34,663 | $1.69M | 0.2% | N/A | 0.130% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 9,987 | $487K | 0.0% | +93.7% | 0.037% | |
5/7/2025 | Denver PWM LLC | 15,023 | $731K | 0.3% | +2,811.4% | 0.056% | |
5/6/2025 | a16z Perennial Management L.P. | 37,700 | $1.86M | 0.2% | N/A | 0.141% | |
5/6/2025 | Black Swift Group LLC | 6,650 | $324K | 0.1% | -27.3% | 0.025% | |
5/6/2025 | AE Wealth Management LLC | 107,680 | $5.24M | 0.0% | +25.6% | 0.404% | |
5/6/2025 | Triumph Capital Management | 11,401 | $555K | 0.2% | +7.1% | 0.043% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 126,904 | $6.18M | 1.6% | +23.1% | 0.476% | |
5/6/2025 | Proficio Capital Partners LLC | 6,440 | $313K | 0.0% | -24.1% | 0.024% | |
5/6/2025 | PFG Advisors | 18,194 | $885K | 0.0% | N/A | 0.068% | |
5/6/2025 | WT Wealth Management | 241,605 | $11.76M | 3.8% | +24.4% | 0.907% | |
5/5/2025 | 4WEALTH Advisors Inc. | 19,781 | $963K | 1.0% | +55.9% | 0.074% | |
5/5/2025 | IFP Advisors Inc | 1,000 | $49K | 0.0% | N/A | 0.004% | |
5/5/2025 | Copperwynd Financial LLC | 46,423 | $2.26M | 0.6% | N/A | 0.174% | |
5/5/2025 | Private Advisor Group LLC | 15,568 | $758K | 0.0% | +59.0% | 0.058% | |
5/5/2025 | Diversify Advisory Services LLC | 25,116 | $1.21M | 0.1% | -6.7% | 0.094% | |
5/2/2025 | Fortis Group Advisors LLC | 4,358 | $212K | 0.0% | N/A | 0.014% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 6,762 | $329K | 0.0% | N/A | 0.021% | |
5/2/2025 | Sage Mountain Advisors LLC | 49,092 | $2.39M | 0.2% | +0.6% | 0.154% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 55,900 | $2.72M | 0.7% | -2.4% | 0.176% | |
5/2/2025 | Apollon Wealth Management LLC | 28,528 | $1.39M | 0.0% | -44.5% | 0.090% | |
5/2/2025 | Bogart Wealth LLC | 1,656 | $81K | 0.0% | +46.4% | 0.005% | |
5/1/2025 | CWM LLC | 6,760 | $329K | 0.0% | -49.1% | 0.021% | |
5/1/2025 | Q3 Asset Management | 10,655 | $518K | 0.4% | -54.7% | 0.033% | |
5/1/2025 | 3EDGE Asset Management LP | 77,022 | $3.75M | 0.3% | -3.0% | 0.242% | |
5/1/2025 | Kathmere Capital Management LLC | 29,983 | $1.46M | 0.1% | +6.7% | 0.094% | |
5/1/2025 | Auour Investments LLC | 39,879 | $1.92M | 0.7% | -2.7% | 0.125% | |
4/30/2025 | Banque Pictet & Cie SA | 16,175 | $787K | 0.0% | N/A | 0.051% | |
4/30/2025 | Stratos Wealth Partners LTD. | 55,416 | $2.70M | 0.0% | +62.3% | 0.174% | |
4/29/2025 | Richard Bernstein Advisors LLC | 1,333,544 | $64.90M | 1.6% | -6.6% | 4.187% | |
4/29/2025 | Envestnet Asset Management Inc. | 466,065 | $22.68M | 0.0% | -27.0% | 1.463% | |
4/29/2025 | Bank of New York Mellon Corp | 28,737 | $1.40M | 0.0% | +13.5% | 0.090% | |
4/29/2025 | Brookstone Capital Management | 193,542 | $9.42M | 0.1% | +12.1% | 0.608% | |
4/28/2025 | Able Wealth Management LLC | 18,390 | $895K | 0.5% | +35.3% | 0.058% | |
4/28/2025 | Sebold Capital Management Inc. | 19,899 | $968K | 0.6% | +49.6% | 0.062% | |
4/28/2025 | Pictet North America Advisors SA | 268,536 | $13.07M | 1.3% | N/A | 0.843% | |
4/25/2025 | Verity Asset Management Inc. | 21,116 | $1.03M | 0.4% | N/A | 0.066% | |
4/25/2025 | Almanack Investment Partners LLC. | 53,930 | $2.63M | 0.5% | -89.3% | 0.169% | |
4/24/2025 | Golden State Wealth Management LLC | 505 | $25K | 0.0% | N/A | 0.002% | |
4/24/2025 | Patron Partners LLC | 4,489 | $218K | 0.1% | -11.1% | 0.014% | |
4/24/2025 | Border to Coast Pensions Partnership Ltd | 175,000 | $8.52M | 0.2% | +150.0% | 0.549% | |
4/24/2025 | Transcend Capital Advisors LLC | 24,107 | $1.17M | 0.1% | -2.9% | 0.076% | |
4/24/2025 | Hidden Cove Wealth Management LLC | 12,200 | $594K | 0.5% | N/A | 0.038% | |
4/23/2025 | KG&L Capital Management LLC | 4,680 | $228K | 0.1% | N/A | 0.015% | |
4/23/2025 | Perigon Wealth Management LLC | 17,050 | $830K | 0.0% | N/A | 0.054% | |
4/23/2025 | Golden State Wealth Management LLC | 1,010 | $49K | 0.0% | N/A | 0.003% | |
Gold is soaring. Here’s how to get paid from it (Ad) Gold just broke through $3,300…
And while the headlines shout about price targets, something even more powerful is happening behind the scenes…
Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge.
No trading gold futures. No mining stocks. No vaults.
Just a simple fund delivering monthly payouts — like clockwork. Click here to discover the income ETF behind it all. |
4/23/2025 | waypoint wealth counsel | 66,465 | $3.24M | 2.0% | +14.6% | 0.209% | |
4/23/2025 | E&G Advisors LP | 6,250 | $304K | 0.1% | N/A | 0.020% | |
4/23/2025 | Oppenheimer & Co. Inc. | 52,632 | $2.56M | 0.0% | +23.0% | 0.165% | |
4/22/2025 | Flagship Harbor Advisors LLC | 194,474 | $9.47M | 0.5% | +131.7% | 0.611% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 72,083 | $3.51M | 0.0% | +25.6% | 0.226% | |
4/22/2025 | TT Capital Management LLC | 223,361 | $10.87M | 9.1% | +95.6% | 0.701% | |
4/22/2025 | Nilsine Partners LLC | 87,175 | $4.24M | 0.5% | +272.6% | 0.274% | |
4/21/2025 | LifeGoal Wealth Advisors | 59,036 | $2.85M | 3.1% | +6.1% | 0.185% | |
4/21/2025 | Blue Trust Inc. | 4,336 | $211K | 0.0% | +146.5% | 0.014% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,963 | $486K | 0.1% | +95.5% | 0.031% | |