| 6/4/2025 | First Hawaiian Bank | 70,591 | $1.89M | 0.1% | N/A | 0.107% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 2,052 | $55K | 0.0% | N/A | 0.003% | |
| 5/28/2025 | Addison Capital Co | 54,261 | $1.45M | 0.6% | +7.7% | 0.082% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,732 | $1.15M | 0.0% | +9.4% | 0.065% | |
| 5/20/2025 | Integrity Alliance LLC. | 8,768 | $235K | 0.0% | N/A | 0.013% | |
| 5/19/2025 | Jane Street Group LLC | 571,329 | $15.31M | 0.0% | N/A | 0.862% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 30,900 | $828K | 0.6% | -7.5% | 0.047% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 2,175 | $58K | 0.0% | -16.2% | 0.003% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 9,947 | $266K | 0.0% | -11.7% | 0.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,703 | $394K | 0.0% | +13.3% | 0.022% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 59,150 | $1.59M | 0.0% | +162.7% | 0.089% | |
| 5/15/2025 | Royal Bank of Canada | 301,573 | $8.08M | 0.0% | +32.3% | 0.455% | |
| 5/15/2025 | Insight Wealth Partners LLC | 128,461 | $3.44M | 0.6% | +4.3% | 0.194% | |
| 5/15/2025 | Baird Financial Group Inc. | 54,666 | $1.47M | 0.0% | -4.5% | 0.083% | |
| 5/15/2025 | OLD Mission Capital LLC | 60,203 | $1.61M | 0.0% | N/A | 0.091% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 82,938 | $2.22M | 0.4% | -3.3% | 0.125% | |
| 5/14/2025 | Orion Capital Management LLC | 1,933 | $52K | 0.0% | -30.2% | 0.003% | |
| 5/14/2025 | Jane Street Group LLC | 571,329 | $15.31M | 0.0% | N/A | 0.862% | |
| 5/14/2025 | Comerica Bank | 50,448 | $1.35M | 0.0% | +8.2% | 0.076% | |
| 5/14/2025 | Freedom Investment Management Inc. | 26,085 | $699K | 0.1% | -13.1% | 0.039% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 35,389 | $948K | 0.0% | +26.5% | 0.053% | |
| 5/14/2025 | Kestra Advisory Services LLC | 71,972 | $1.93M | 0.0% | +61.5% | 0.109% | |
| 5/14/2025 | Compound Planning Inc. | 10,318 | $276K | 0.0% | +4.9% | 0.016% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,068,827 | $55.45M | 0.0% | +29.9% | 3.123% | |
| 5/14/2025 | Petix & Botte Co | 142,340 | $3.81M | 1.0% | +40.8% | 0.215% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 34,728 | $930K | 0.3% | +13.8% | 0.052% | |
| 5/13/2025 | Raymond James Financial Inc. | 370,217 | $9.92M | 0.0% | +126.9% | 0.559% | |
| 5/13/2025 | DDFG Inc | 49,630 | $1.33M | 0.4% | +25.2% | 0.075% | |
| 5/13/2025 | Seaview Investment Managers LLC | 24,312 | $651K | 0.2% | N/A | 0.037% | |
| 5/13/2025 | HighTower Advisors LLC | 10,664 | $286K | 0.0% | +32.3% | 0.016% | |
| 5/12/2025 | Aveo Capital Partners LLC | 28,807 | $755K | 0.1% | +59.6% | 0.043% | |
| 5/12/2025 | Invesco Ltd. | 148,405 | $3.98M | 0.0% | -12.6% | 0.224% | |
| 5/12/2025 | ESL Trust Services LLC | 1,128,608 | $30.24M | 6.8% | +1.2% | 1.704% | |
| 5/12/2025 | National Bank of Canada FI | 17,407 | $466K | 0.0% | N/A | 0.026% | |
| 5/9/2025 | Twin City Private Wealth LLC | 8,599 | $230K | 0.2% | +12.4% | 0.013% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 128,954 | $3.46M | 0.0% | +367.1% | 0.195% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 1,904 | $51K | 0.0% | +26.8% | 0.003% | |
| 5/9/2025 | Cumberland Partners Ltd | 60,800 | $1.63M | 0.1% | +34.5% | 0.092% | |
| 5/8/2025 | IFG Advisory LLC | 72,574 | $1.94M | 0.1% | +3.2% | 0.110% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 216,519 | $5.80M | 0.2% | +93.3% | 0.327% | |
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| 5/8/2025 | US Financial Advisors LLC | 81,428 | $2.18M | 0.6% | +2.1% | 0.123% | |
| 5/8/2025 | Harbour Investments Inc. | 3,672 | $98K | 0.0% | -57.0% | 0.006% | |
| 5/8/2025 | Independence Financial Advisors LLC | 446,140 | $11.95M | 4.5% | N/A | 0.673% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 73,107 | $1.96M | 1.1% | +8.0% | 0.110% | |
| 5/8/2025 | Banque Cantonale Vaudoise | 5,024 | $135K | 0.0% | N/A | 0.008% | |
| 5/7/2025 | LPL Financial LLC | 2,064,761 | $55.32M | 0.0% | +4.1% | 3.117% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 26,816 | $718K | 0.1% | -15.7% | 0.040% | |
| 5/6/2025 | Assetmark Inc. | 17,612 | $472K | 0.0% | -6.4% | 0.027% | |
| 5/6/2025 | Cetera Investment Advisers | 532,642 | $14.27M | 0.0% | +9.8% | 0.804% | |
| 5/6/2025 | AE Wealth Management LLC | 34,314 | $919K | 0.0% | -6.7% | 0.052% | |
| 5/6/2025 | Mount Lucas Management LP | 67,339 | $1.80M | 0.6% | -1.0% | 0.102% | |
| 5/6/2025 | Efficient Advisors LLC | 21,720 | $582K | 0.0% | N/A | 0.033% | |
| 5/6/2025 | Ignite Planners LLC | 120,249 | $3.14M | 0.6% | +10.7% | 0.182% | |
| 5/5/2025 | Allianz Asset Management GmbH | 124,200 | $3.33M | 0.0% | +90.2% | 0.187% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 96,188 | $2.58M | 0.6% | +2.1% | 0.145% | |
| 5/5/2025 | Private Advisor Group LLC | 372,180 | $9.97M | 0.1% | +713.6% | 0.562% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 24,243 | $649K | 0.0% | -8.7% | 0.036% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 19,025 | $510K | 0.1% | -14.9% | 0.029% | |
| 5/2/2025 | Parcion Private Wealth LLC | 77,682 | $2.08M | 0.2% | +9.1% | 0.116% | |
| 5/2/2025 | PAX Financial Group LLC | 12,302 | $330K | 0.1% | +24.8% | 0.018% | |
| 5/2/2025 | Wealthfront Advisers LLC | 24,868 | $666K | 0.0% | -34.1% | 0.037% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 237,938 | $6.37M | 4.1% | -15.1% | 0.357% | |
| 5/2/2025 | Sigma Planning Corp | 13,533 | $363K | 0.0% | -26.8% | 0.020% | |
| 5/1/2025 | CWM LLC | 276,552 | $7.41M | 0.0% | +1.0% | 0.415% | |
| 5/1/2025 | Fifth Third Securities Inc. | 72,590 | $1.95M | 0.2% | +4.9% | 0.109% | |
| 5/1/2025 | Diversify Wealth Management LLC | 121,249 | $3.21M | 0.2% | -29.1% | 0.182% | |
| 4/30/2025 | Cerity Partners LLC | 106,906 | $2.86M | 0.0% | -3.7% | 0.160% | |
| 4/30/2025 | Allworth Financial LP | 1,249,377 | $32.85M | 0.2% | +3.6% | 1.873% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 50,629 | $1.36M | 0.4% | -7.6% | 0.076% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 94,092 | $2.45M | 0.6% | +1.7% | 0.141% | |
| 4/30/2025 | Principal Securities Inc. | 49,683 | $1.33M | 0.0% | +19.7% | 0.074% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,507,567 | $67.18M | 0.0% | +16.2% | 3.759% | |
| 4/29/2025 | Novare Capital Management LLC | 70,774 | $1.90M | 0.2% | +10.0% | 0.106% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 23,993 | $643K | 0.0% | +106.7% | 0.036% | |
| 4/29/2025 | Bank of New York Mellon Corp | 186,796 | $5.00M | 0.0% | +30.9% | 0.280% | |
| 4/29/2025 | World Investment Advisors | 98,538 | $2.64M | 0.1% | -34.5% | 0.148% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,015 | $53K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 899,744 | $24.10M | 0.3% | +16.3% | 1.349% | |
| 4/28/2025 | D.A. Davidson & CO. | 39,261 | $1.05M | 0.0% | +4.3% | 0.059% | |
| 4/28/2025 | Mutual Advisors LLC | 8,368 | $221K | 0.0% | -57.0% | 0.013% | |
| 4/28/2025 | First Horizon Advisors Inc. | 9,440 | $253K | 0.0% | -21.3% | 0.014% | |
| 4/28/2025 | Novem Group | 537,346 | $14.40M | 2.0% | +9.5% | 0.806% | |
| 4/28/2025 | Glassy Mountain Advisors Inc. | 120,139 | $3.22M | 1.1% | +0.3% | 0.180% | |
| 4/28/2025 | Coastline Trust Co | 166,847 | $4.47M | 0.6% | +6.8% | 0.250% | |
| 4/25/2025 | Mather Group LLC. | 10,133,769 | $271.48M | 3.1% | +5.9% | 15.002% | |
| 4/25/2025 | Sovran Advisors LLC | 25,144 | $654K | 0.1% | +55.0% | 0.037% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 13,256 | $355K | 0.1% | +51.2% | 0.020% | |
| 4/23/2025 | Western Financial Corp CA | 26,193 | $702K | 0.4% | -6.6% | 0.039% | |
| 4/23/2025 | Perigon Wealth Management LLC | 69,661 | $1.87M | 0.0% | +1.8% | 0.103% | |
| 4/23/2025 | Spire Wealth Management | 9,123 | $244K | 0.0% | +70.0% | 0.014% | |
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. |
| 4/23/2025 | Golden State Equity Partners | 14,319 | $384K | 0.1% | +7.9% | 0.021% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 11,724 | $313K | 0.3% | +26.4% | 0.017% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 33,982 | $910K | 0.0% | +10.8% | 0.050% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 27,546 | $738K | 0.4% | -1.4% | 0.041% | |
| 4/22/2025 | Brown Lisle Cummings Inc. | 1,200 | $32K | 0.0% | N/A | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 438,649 | $11.75M | 0.0% | +42.1% | 0.651% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 91,230 | $2.44M | 0.0% | -0.5% | 0.135% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 26,112 | $674K | 0.7% | +1.7% | 0.039% | |
| 4/22/2025 | Continuum Wealth Advisors LLC | 172,707 | $4.63M | 2.4% | +1.9% | 0.256% | |
| 4/21/2025 | Martin Worley Group | 117,920 | $3.16M | 1.8% | +18.9% | 0.175% | |
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