| 8/8/2025 | Financial Gravity Companies Inc. | 565 | $28K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | Tortoise Investment Management LLC | 292,528 | $14.52M | 1.4% | N/A | 0.477% | |
| 8/8/2025 | Firestone Capital Management | 7,172 | $356K | 0.1% | -7.3% | 0.012% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 720,796 | $35.78M | 0.1% | -3.2% | 1.175% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 21,035 | $1.04M | 0.0% | +24.1% | 0.034% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 16,634 | $826K | 0.4% | +9.4% | 0.027% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 897,843 | $44.57M | 0.2% | +2,438.3% | 1.463% | |
| 8/8/2025 | Keyvantage Wealth LLC | 124,825 | $6.20M | 2.8% | +3.6% | 0.203% | |
| 8/8/2025 | Cetera Investment Advisers | 1,343,673 | $66.70M | 0.1% | +18.8% | 2.190% | |
| 8/8/2025 | Creative Planning | 9,859 | $489K | 0.0% | N/A | 0.016% | |
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| 8/8/2025 | Condor Capital Management | 260,231 | $12.92M | 1.1% | +0.1% | 0.424% | |
| 8/8/2025 | CFO4Life Group LLC | 308,920 | $15.34M | 2.4% | -1.5% | 0.504% | |
| 8/8/2025 | Intrua Financial LLC | 61,551 | $3.06M | 0.4% | -9.2% | 0.100% | |
| 8/8/2025 | W.H. Cornerstone Investments Inc. | 8,300 | $412K | 0.3% | N/A | 0.014% | |
| 8/8/2025 | D Orazio & Associates Inc. | 8,811 | $437K | 0.1% | +66.6% | 0.014% | |
| 8/8/2025 | Bailard Inc. | 1,341,884 | $66.61M | 1.6% | +22.5% | 2.187% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,249 | $161K | 0.0% | -29.9% | 0.005% | |
| 8/8/2025 | Advyzon Investment Management LLC | 14,129 | $701K | 0.2% | -11.0% | 0.023% | |
| 8/7/2025 | Verus Capital Partners LLC | 122,549 | $6.08M | 0.5% | +327.3% | 0.200% | |
| 8/7/2025 | CENTRAL TRUST Co | 672,676 | $33.39M | 0.8% | +4.5% | 1.096% | |
| 8/7/2025 | 49 Wealth Management LLC | 25,915 | $1.29M | 0.1% | -44.2% | 0.042% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 44,986 | $2.23M | 0.3% | +129.7% | 0.073% | |
| 8/7/2025 | Hughes Financial Services LLC | 76,314 | $3.77M | 0.6% | +71.1% | 0.124% | |
| 8/7/2025 | Summit X LLC | 26,258 | $1.30M | 0.2% | -3.7% | 0.043% | |
| 8/7/2025 | Brio Consultants LLC | 126,451 | $6.28M | 0.9% | +4.4% | 0.206% | |
| 8/6/2025 | Prospera Financial Services Inc | 19,529 | $969K | 0.0% | -5.3% | 0.032% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 93,931 | $4.66M | 0.1% | N/A | 0.153% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 25,508 | $1.27M | 0.2% | +4.2% | 0.042% | |
| 8/6/2025 | Savant Capital LLC | 118,898 | $5.90M | 0.0% | +271.5% | 0.194% | |
| 8/6/2025 | Washington Trust Bank | 146,599 | $7.28M | 0.6% | +924.5% | 0.239% | |
| 8/6/2025 | Golden State Wealth Management LLC | 30,875 | $1.53M | 0.2% | +12.5% | 0.050% | |
| 8/6/2025 | SouthState Corp | 27,974 | $1.39M | 0.1% | +243.9% | 0.046% | |
| 8/6/2025 | Blue Investment Partners LLC | 4,950 | $246K | 0.1% | +10.0% | 0.008% | |
| 8/6/2025 | First Horizon Advisors Inc. | 52,345 | $2.60M | 0.1% | +0.7% | 0.085% | |
| 8/5/2025 | Oakwell Private Wealth Management LLC | 150,167 | $7.45M | 1.7% | +4.8% | 0.245% | |
| 8/5/2025 | Huntington National Bank | 296,798 | $14.73M | 0.1% | +16.7% | 0.484% | |
| 8/5/2025 | Marion Wealth Management | 21,398 | $1.06M | 0.3% | +32.2% | 0.035% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 112,941 | $5.57M | 0.4% | N/A | 0.184% | |
| 8/5/2025 | Sigma Planning Corp | 11,131 | $553K | 0.0% | +29.9% | 0.018% | |
| 8/5/2025 | TIAA Trust National Association | 910,262 | $45.19M | 0.1% | +53.1% | 1.484% | |
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| 8/5/2025 | Uniting Wealth Partners LLC | 29,392 | $1.46M | 0.6% | N/A | 0.048% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 233,473 | $11.59M | 1.1% | -10.2% | 0.381% | |
| 8/4/2025 | Atria Investments Inc | 7,923 | $393K | 0.0% | +23.7% | 0.013% | |
| 8/4/2025 | Savvy Advisors Inc. | 6,816 | $338K | 0.0% | N/A | 0.011% | |
| 8/4/2025 | Assetmark Inc. | 97,178 | $4.82M | 0.0% | +368.4% | 0.158% | |
| 8/4/2025 | Spire Wealth Management | 5,686 | $282K | 0.0% | +28,330.0% | 0.009% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 4,578 | $227K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Arkadios Wealth Advisors | 11,519 | $572K | 0.0% | -14.0% | 0.019% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 38,119 | $1.89M | 0.1% | +3.2% | 0.062% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 60,886 | $3.02M | 2.1% | -6.6% | 0.099% | |
| 8/1/2025 | GGM Financials LLC | 7,110 | $353K | 0.1% | -47.8% | 0.012% | |
| 8/1/2025 | Brookwood Investment Group LLC | 19,482 | $967K | 0.2% | +10.5% | 0.032% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,059,800 | $52.61M | 0.0% | +3.6% | 1.727% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 78,922 | $3.92M | 0.3% | -10.9% | 0.129% | |
| 7/31/2025 | CVA Family Office LLC | 119,990 | $5.96M | 0.8% | -11.6% | 0.196% | |
| 7/31/2025 | Mason & Associates Inc | 15,877 | $788K | 0.2% | -30.1% | 0.026% | |
| 7/31/2025 | Hartford Financial Management Inc. | 274,522 | $13.63M | 3.7% | -6.6% | 0.447% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 68,391 | $3.40M | 0.0% | -2.9% | 0.111% | |
| 7/31/2025 | Prentice Wealth Management LLC | 92,293 | $4.58M | 1.2% | +4.7% | 0.150% | |
| 7/31/2025 | Briaud Financial Planning Inc | 977 | $48K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 47,374 | $2.35M | 1.7% | N/A | 0.077% | |
| 7/30/2025 | Freedom Investment Management Inc. | 60,442 | $3M | 0.2% | -6.0% | 0.099% | |
| 7/30/2025 | Retirement Planning Group LLC | 56,679 | $2.81M | 0.1% | +296.4% | 0.092% | |
| 7/30/2025 | D.A. Davidson & CO. | 4,628 | $230K | 0.0% | N/A | 0.008% | |
| 7/30/2025 | Divergent Planning LLC | 16,647 | $826K | 0.1% | N/A | 0.027% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 197,565 | $9.81M | 1.0% | -21.5% | 0.322% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 67,106 | $3.33M | 1.5% | -52.7% | 0.109% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 409,288 | $20.32M | 0.8% | +14.9% | 0.667% | |
| 7/29/2025 | Madison Wealth Partners Inc | 6,749 | $335K | 0.1% | +5.3% | 0.011% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,060,998 | $52.67M | 1.1% | +13.4% | 1.729% | |
| 7/29/2025 | Swmg LLC | 10,291 | $506K | 0.2% | -6.7% | 0.017% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 188,027 | $9.33M | 0.2% | -12.9% | 0.306% | |
| 7/29/2025 | Private Wealth Management Group LLC | 74,579 | $3.70M | 1.2% | +348.0% | 0.122% | |
| 7/29/2025 | Private Trust Co. NA | 15,579 | $773K | 0.1% | -8.7% | 0.025% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 65,502 | $3.25M | 0.8% | +74.6% | 0.107% | |
| 7/28/2025 | Mutual Advisors LLC | 59,293 | $2.92M | 0.1% | +1.1% | 0.097% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 25,462 | $1.26M | 0.0% | +145.6% | 0.042% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 81,398 | $4.04M | 0.1% | -8.6% | 0.133% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,428 | $269K | 0.0% | -52.7% | 0.009% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 37,159 | $1.85M | 0.0% | +15.1% | 0.061% | |
| 7/25/2025 | Stephens Consulting LLC | 351,646 | $17.46M | 4.1% | +11.6% | 0.573% | |
| 7/25/2025 | G2 Capital Management LLC OH | 695,217 | $34.51M | 9.7% | +489.2% | 1.133% | |
| 7/25/2025 | Landmark Wealth Management LLC | 67,238 | $3.34M | 1.4% | -15.9% | 0.110% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 13,873 | $689K | 0.1% | -5.2% | 0.023% | |
| 7/25/2025 | CWM LLC | 470,403 | $23.35M | 0.1% | -2.9% | 0.767% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 13,237 | $657K | 0.1% | +50.6% | 0.022% | |
| 7/25/2025 | Apollon Financial LLC | 10,087 | $501K | 0.1% | +69.5% | 0.016% | |
| 7/25/2025 | Apollon Wealth Management LLC | 292,761 | $14.53M | 0.3% | +2.5% | 0.477% | |
| 7/24/2025 | Financial Connections Group Inc. | 63,111 | $3.13M | 1.3% | +110.6% | 0.103% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 16,445 | $816K | 0.1% | N/A | 0.027% | |
Billionaires are piling into this gold investment (Ad) Billionaires Are Piling into a Special Gold Investment
With record gold prices, everyday Americans are scrambling to buy gold coins and bars. But some savvy investors have used a different way to profit from gold bull runs — a special investment with a long history of making 13 times … 21 times … 157 times … even a surprising 1,000 times more than physical gold. Click here to see how to make the most out of this historic gold bull market. |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 31,036 | $1.54M | 0.0% | N/A | 0.051% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 53,887 | $2.68M | 0.2% | -4.9% | 0.088% | |
| 7/24/2025 | IFP Advisors Inc | 14,751 | $732K | 0.0% | +102.3% | 0.024% | |
| 7/24/2025 | Blair William & Co. IL | 9,000 | $447K | 0.0% | +12.5% | 0.015% | |
| 7/23/2025 | NBT Bank N A NY | 31,740 | $1.58M | 0.1% | -8.1% | 0.052% | |
| 7/23/2025 | Gentry Private Wealth LLC | 6,103 | $303K | 0.2% | -13.0% | 0.010% | |
| 7/23/2025 | HTG Investment Advisors Inc. | 90,182 | $4.48M | 1.7% | +8.7% | 0.147% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 66,196 | $3.29M | 0.0% | -28.9% | 0.108% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 106,948 | $5.31M | 1.2% | +6.9% | 0.174% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 29,755 | $1.48M | 0.0% | -33.8% | 0.049% | |
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