| 6/6/2025 | Blue Oak Capital LLC | 225,086 | $7.46M | 4.1% | -6.3% | 0.095% | |
| 6/3/2025 | Invst LLC | 184,809 | $6.13M | 0.8% | N/A | 0.078% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 164,647 | $5.46M | 3.2% | +18.6% | 0.070% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,917 | $229K | 0.0% | +1,190.5% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 10,998,637 | $364.50M | 0.9% | +321.0% | 4.659% | |
| 5/20/2025 | Integrity Alliance LLC. | 529,492 | $17.55M | 0.7% | N/A | 0.224% | |
| 5/19/2025 | SageView Advisory Group LLC | 54,481 | $1.81M | 0.1% | -1.2% | 0.023% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 40,468 | $1.34M | 0.0% | +20.6% | 0.018% | |
| 5/16/2025 | Kestra Investment Management LLC | 18,528 | $614K | 0.0% | +232.3% | 0.008% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,320 | $143K | 0.0% | -83.4% | 0.002% | |
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| 5/16/2025 | Plancorp LLC | 10,200 | $338K | 0.0% | +17.1% | 0.004% | |
| 5/16/2025 | NewEdge Advisors LLC | 905,693 | $30.02M | 0.2% | +1.3% | 0.393% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 477,970 | $15.84M | 0.2% | +0.6% | 0.207% | |
| 5/16/2025 | Investmark Advisory Group LLC | 92,515 | $3.07M | 1.5% | +1.2% | 0.040% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 1,484,568 | $49.20M | 4.2% | +8.8% | 0.644% | |
| 5/16/2025 | AQR Capital Management LLC | 25,580 | $848K | 0.0% | +99.7% | 0.011% | |
| 5/16/2025 | AlTi Global Inc. | 1,153,300 | $38.20M | 1.0% | -7.6% | 0.500% | |
| 5/16/2025 | Aprio Wealth Management LLC | 2,406,046 | $79.74M | 10.0% | -6.4% | 1.043% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 2,074,375 | $68.75M | 1.0% | +21.8% | 0.899% | |
| 5/15/2025 | Royal Bank of Canada | 360,125 | $11.93M | 0.0% | -6.5% | 0.156% | |
| 5/15/2025 | Betterment LLC | 103,697 | $3.44M | 0.0% | +58.2% | 0.045% | |
| 5/15/2025 | Baird Financial Group Inc. | 687,746 | $22.79M | 0.0% | +16.7% | 0.298% | |
| 5/15/2025 | Tortoise Investment Management LLC | 103,084 | $3.42M | 0.4% | +4.0% | 0.045% | |
| 5/14/2025 | CreativeOne Wealth LLC | 69,181 | $2.29M | 0.1% | -0.5% | 0.030% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 11,439 | $379K | 0.1% | -18.1% | 0.005% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 27,440 | $909K | 0.4% | +248.8% | 0.012% | |
| 5/14/2025 | Envision Financial Planning LLC | 408,923 | $13.55M | 6.9% | -0.5% | 0.177% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 451,996 | $14.98M | 1.1% | +4.3% | 0.196% | |
| 5/14/2025 | Wolfstich Capital LLC | 79,132 | $2.72M | 0.1% | -39.4% | 0.034% | |
| 5/14/2025 | Comerica Bank | 9,452 | $313K | 0.0% | -6.5% | 0.004% | |
| 5/14/2025 | Freedom Investment Management Inc. | 1,356,105 | $44.94M | 3.8% | -0.3% | 0.588% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,111 | $269K | 0.0% | -33.8% | 0.004% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 14,755 | $489K | 0.5% | -45.5% | 0.006% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 712,489 | $23.61M | 1.7% | -3.4% | 0.309% | |
| 5/14/2025 | Kestra Advisory Services LLC | 153,678 | $5.09M | 0.0% | -14.0% | 0.067% | |
| 5/14/2025 | CW Advisors LLC | 23,350 | $779K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 182,841 | $6.06M | 4.3% | +3.9% | 0.079% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 9,370 | $311K | 0.0% | +36.5% | 0.004% | |
| 5/13/2025 | RW Investment Management LLC | 781,622 | $25.90M | 3.2% | +30.9% | 0.339% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,726,763 | $57.23M | 0.0% | +6.9% | 0.749% | |
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| 5/13/2025 | Oder Investment Management LLC | 11,220 | $372K | 0.3% | N/A | 0.005% | |
| 5/13/2025 | Cresset Asset Management LLC | 13,427 | $445K | 0.0% | +11.8% | 0.006% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 1,358,266 | $45.01M | 1.1% | -17.2% | 0.589% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 195,428 | $6.48M | 0.4% | +11.2% | 0.085% | |
| 5/13/2025 | Horizon Investments LLC | 469,305 | $15.55M | 0.5% | -0.6% | 0.203% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,048,243 | $34.74M | 0.9% | +12.7% | 0.454% | |
| 5/13/2025 | WESCAP Management Group Inc. | 254,767 | $8.44M | 2.1% | -2.6% | 0.110% | |
| 5/13/2025 | HighTower Advisors LLC | 2,384,003 | $79.01M | 0.1% | -1.2% | 1.034% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 249,466 | $8.27M | 0.0% | -0.4% | 0.108% | |
| 5/12/2025 | Aveo Capital Partners LLC | 358,457 | $11.80M | 1.9% | +5.9% | 0.155% | |
| 5/12/2025 | Robinson Smith Wealth Advisors LLC | 76,558 | $2.54M | 2.1% | +8.3% | 0.033% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 68,314 | $2.26M | 1.8% | +17.7% | 0.030% | |
| 5/12/2025 | Townsquare Capital LLC | 73,378 | $2.43M | 0.0% | -13.3% | 0.032% | |
| 5/12/2025 | AlphaCore Capital LLC | 11,367 | $377K | 0.0% | N/A | 0.005% | |
| 5/12/2025 | Alesco Advisors LLC | 2,583,039 | $85.60M | 2.7% | -1.0% | 1.120% | |
| 5/9/2025 | Keb Asset Management LLC | 25,954 | $860K | 0.2% | +76.3% | 0.011% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 1,005,284 | $33.09M | 1.1% | +2.5% | 0.436% | |
| 5/9/2025 | Navigoe LLC | 13,735 | $455K | 0.4% | -12.3% | 0.006% | |
| 5/9/2025 | Warburton Capital Management LLC | 80,482 | $2.67M | 1.9% | +19.0% | 0.035% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 669,079 | $22.17M | 0.8% | +9.1% | 0.290% | |
| 5/9/2025 | Bouchey Financial Group Ltd | 2,081,416 | $68.98M | 6.2% | +1.8% | 0.902% | |
| 5/9/2025 | Wealthspire Advisors LLC | 184,804 | $6.12M | 0.0% | -0.5% | 0.080% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 27,521 | $912K | 0.0% | +1.2% | 0.012% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 9,244 | $306K | 0.0% | N/A | 0.004% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 437,769 | $14.55M | 4.2% | -17.6% | 0.190% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 14,062 | $466K | 0.1% | +44.8% | 0.006% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,065,745 | $35.32M | 0.0% | +2.3% | 0.462% | |
| 5/9/2025 | L & S Advisors Inc | 96,388 | $3.19M | 0.4% | -3.9% | 0.042% | |
| 5/9/2025 | Liberty Wealth Management LLC | 2,367,020 | $78.44M | 1.4% | +202.6% | 1.026% | |
| 5/8/2025 | Altiora Financial Group LLC | 173,319 | $5.74M | 1.2% | +5.5% | 0.075% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 73,282 | $2.43M | 0.1% | N/A | 0.032% | |
| 5/8/2025 | Harbour Investments Inc. | 21,189 | $702K | 0.0% | -66.7% | 0.009% | |
| 5/8/2025 | Modera Wealth Management LLC | 29,308 | $971K | 0.0% | +1.1% | 0.013% | |
| 5/8/2025 | Arkadios Wealth Advisors | 215,254 | $7.13M | 0.3% | -11.3% | 0.093% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 8,406 | $279K | 0.2% | N/A | 0.004% | |
| 5/8/2025 | Squire Investment Management Company LLC | 12,430 | $412K | 0.2% | -10.0% | 0.005% | |
| 5/8/2025 | Meredith Wealth Planning | 760,626 | $25.21M | 11.1% | +4.7% | 0.330% | |
| 5/7/2025 | Lutz Financial Services LLC | 498,556 | $16.52M | 1.4% | +5.5% | 0.216% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 364,595 | $12.08M | 1.1% | -2.2% | 0.158% | |
| 5/7/2025 | Schubert & Co | 71,245 | $2.36M | 1.6% | +19.1% | 0.031% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 8,821 | $292K | 0.1% | N/A | 0.004% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 1,033,042 | $34.24M | 6.4% | +3.5% | 0.448% | |
| 5/7/2025 | LPL Financial LLC | 394,567 | $13.08M | 0.0% | +22.9% | 0.171% | |
| 5/7/2025 | Security Financial Services INC. | 198,438 | $6.58M | 1.3% | +2.1% | 0.086% | |
| 5/7/2025 | Angeles Wealth Management LLC | 11,478 | $380K | 0.0% | -46.6% | 0.005% | |
| 5/6/2025 | Assetmark Inc. | 2,725 | $90K | 0.0% | +1,127.5% | 0.001% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 15,831 | $525K | 0.0% | N/A | 0.007% | |
| 5/6/2025 | SpringVest Wealth Management LLC | 24,653 | $817K | 0.7% | +2.2% | 0.011% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 364,595 | $12.08M | 0.2% | -2.2% | 0.158% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 38,712 | $1.28M | 0.6% | +21.9% | 0.017% | |
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. |
| 5/6/2025 | AE Wealth Management LLC | 659,989 | $21.87M | 0.2% | +9.2% | 0.286% | |
| 5/6/2025 | Abel Hall LLC | 267,438 | $8.86M | 5.3% | +3.4% | 0.116% | |
| 5/6/2025 | Summit Wealth Partners LLC | 12,451 | $413K | 0.1% | +5.0% | 0.005% | |
| 5/6/2025 | Efficient Advisors LLC | 1,158,622 | $38.40M | 2.3% | -1.2% | 0.502% | |
| 5/6/2025 | PFG Advisors | 83,285 | $2.76M | 0.2% | +8.0% | 0.036% | |
| 5/6/2025 | Integrity Investment Advisors LLC | 150,422 | $4.99M | 4.6% | N/A | 0.065% | |
| 5/5/2025 | Arcadia Wealth Management LLC | 47,625 | $1.58M | 0.8% | +3.5% | 0.021% | |
| 5/5/2025 | Lauterbach Financial Advisors LLC | 7,785 | $258K | 0.2% | +10.8% | 0.003% | |
| 5/5/2025 | Csenge Advisory Group | 14,367 | $450K | 0.0% | +5.1% | 0.006% | |
| 5/5/2025 | Private Advisor Group LLC | 115,569 | $3.83M | 0.0% | -2.3% | 0.050% | |
