| 5/18/2026 | EverSource Wealth Advisors LLC | 3,931 | $180K | 0.0% | +124.2% | 0.197% | |
| 5/13/2026 | Cetera Investment Advisers | 211,089 | $9.66M | 0.0% | -1.5% | 10.554% | |
| 5/7/2026 | World Equity Group Inc. | 10,846 | $496K | 0.1% | +2.3% | 0.542% | |
| 5/5/2026 | D.A. Davidson & CO. | 61,780 | $2.83M | 0.0% | +12.0% | 3.089% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 281,443 | $12.23M | 0.0% | +288.2% | 14.813% | |
| 2/18/2026 | BNB Wealth Management LLC | 7,612 | $331K | 0.2% | N/A | 0.401% | |
| 2/17/2026 | Cetera Investment Advisers | 214,314 | $9.31M | 0.0% | -48.1% | 11.280% | |
| 2/17/2026 | Osaic Holdings Inc. | 70,513 | $3.07M | 0.0% | +30.8% | 3.711% | |
| 2/16/2026 | MML Investors Services LLC | 8,461 | $368K | 0.0% | -6.3% | 0.445% | |
| 2/13/2026 | Kestra Advisory Services LLC | 10,283 | $447K | 0.0% | +3.3% | 0.541% | |
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| 2/12/2026 | Jane Street Group LLC | 40,024 | $1.74M | 0.0% | +195.3% | 2.107% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 5,724 | $249K | 0.0% | -21.2% | 0.301% | |
| 2/12/2026 | Tripletail Wealth Management LLC | 5,175 | $244K | 0.3% | N/A | 0.272% | |
| 2/12/2026 | Founders Financial Alliance LLC | 1,570 | $68K | 0.0% | N/A | 0.083% | |
| 2/12/2026 | Advisory Resource Group | 142,989 | $6.21M | 1.1% | -43.3% | 7.526% | |
| 2/11/2026 | LPL Financial LLC | 224,658 | $9.76M | 0.0% | +2.2% | 11.824% | |
| 2/11/2026 | First Command Advisory Services Inc. | 1,314 | $57K | 0.0% | -43.2% | 0.069% | |
| 2/10/2026 | Founders Financial Securities LLC | 6,893 | $300K | 0.0% | N/A | 0.363% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 1,753 | $76K | 0.0% | -43.3% | 0.092% | |
| 2/4/2026 | Centric Wealth Management | 64,390 | $2.93M | 0.6% | +5.9% | 3.389% | |
| 2/3/2026 | International Assets Investment Management LLC | 700 | $30K | 0.0% | N/A | 0.037% | |
| 2/2/2026 | Oppenheimer Asset Management Inc. | 23,381 | $1.02M | 0.0% | -10.9% | 1.231% | |
| 1/29/2026 | D.A. Davidson & CO. | 55,168 | $2.40M | 0.0% | +38.9% | 2.904% | |
| 1/29/2026 | Obermeyer Wealth Partners | 13,923 | $605K | 0.0% | -29.8% | 0.733% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 73,490 | $3.19M | 0.3% | +3.3% | 3.868% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 6,011 | $261K | 0.0% | -31.6% | 0.316% | |
| 11/18/2025 | Advisory Services Network LLC | 800 | $34K | 0.0% | N/A | 0.039% | |
| 11/17/2025 | Mariner LLC | 8,651 | $366K | 0.0% | +19.3% | 0.422% | |
| 11/17/2025 | Citadel Advisors LLC | 14,724 | $624K | 0.0% | +17.9% | 0.718% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 5,225 | $221K | 0.0% | N/A | 0.255% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 3,091 | $131K | 0.0% | +25.1% | 0.151% | |
| 11/10/2025 | Convergence Financial LLC | 6,738 | $285K | 0.0% | -5.0% | 0.329% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 71,143 | $3.01M | 0.3% | +11.6% | 3.470% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 2,940 | $125K | 0.0% | +705.5% | 0.143% | |
| 11/6/2025 | Oppenheimer Asset Management Inc. | 26,251 | $1.11M | 0.0% | -7.3% | 1.281% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 8,786 | $372K | 0.0% | -44.0% | 0.429% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 228,052 | $9.66M | 0.0% | +4.6% | 11.124% | |
| 11/4/2025 | Centric Wealth Management | 60,777 | $2.61M | 0.6% | -2.8% | 2.965% | |
| 11/3/2025 | Belpointe Asset Management LLC | 6,100 | $258K | 0.0% | -9.0% | 0.298% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 9,585 | $407K | 0.0% | +13.8% | 0.468% | |
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade.
Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction.
A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free. Request the free guide in 30 seconds and get positioned now |
| 10/22/2025 | Geneos Wealth Management Inc. | 4,938 | $209K | 0.0% | +10.7% | 0.241% | |
| 10/22/2025 | D.A. Davidson & CO. | 39,722 | $1.68M | 0.0% | +36.4% | 1.938% | |
| 9/4/2025 | Osaic Holdings Inc. | 48,507 | $1.93M | 0.0% | -0.9% | 2.310% | |
| 8/14/2025 | Jane Street Group LLC | 7,293 | $290K | 0.0% | -76.2% | 0.347% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 2,471 | $98K | 0.0% | +23.4% | 0.118% | |
| 8/12/2025 | Centric Wealth Management | 62,496 | $2.54M | 0.6% | -1.3% | 2.976% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 76,050 | $3.03M | 0.0% | -7.9% | 3.621% | |
| 8/8/2025 | Cetera Investment Advisers | 385,468 | $15.35M | 0.0% | -3.5% | 18.356% | |
| 8/8/2025 | Advisory Resource Group | 156,288 | $6.23M | 1.2% | -12.2% | 7.442% | |
| 8/6/2025 | Convergence Financial LLC | 7,091 | $282K | 0.0% | N/A | 0.338% | |
| 8/5/2025 | Obermeyer Wealth Partners | 19,867 | $791K | 0.0% | N/A | 0.946% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,774 | $110K | 0.0% | +90.0% | 0.132% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 218,116 | $8.69M | 0.0% | +0.2% | 10.145% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 63,728 | $2.54M | 0.2% | N/A | 2.964% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,545 | $141K | 0.0% | N/A | 0.165% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,426 | $344K | 0.0% | +12.1% | 0.392% | |
| 5/19/2025 | Jane Street Group LLC | 30,700 | $1.15M | 0.0% | +381.1% | 1.364% | |
| 5/15/2025 | Centric Wealth Management | 63,329 | $2.37M | 0.6% | +4.6% | 2.815% | |
| 5/7/2025 | LPL Financial LLC | 200,952 | $7.53M | 0.0% | -0.9% | 8.931% | |
| 5/6/2025 | Cetera Investment Advisers | 399,393 | $14.96M | 0.0% | -8.3% | 17.751% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 26,944 | $1.01M | 0.0% | +23.4% | 1.198% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 217,728 | $8.16M | 0.0% | +7.3% | 9.677% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 59,787 | $2.24M | 0.2% | -12.7% | 2.657% | |
| 4/28/2025 | D.A. Davidson & CO. | 29,230 | $1.10M | 0.0% | +12.4% | 1.299% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,945 | $747K | 0.0% | -16.9% | 0.886% | |
| 4/22/2025 | World Equity Group Inc. | 9,819 | $393K | 0.1% | -62.7% | 0.436% | |
| 4/21/2025 | Advisory Resource Group | 178,084 | $6.67M | 1.4% | -8.9% | 7.915% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,514 | $281K | 0.0% | -4.1% | 0.327% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,836 | $297K | 0.0% | N/A | 0.327% | |
| 2/17/2025 | Obermeyer Wealth Partners | 7,886 | $299K | 0.0% | N/A | 0.329% | |
| 2/17/2025 | Cetera Investment Advisers | 435,767 | $16.52M | 0.0% | +169.4% | 18.157% | |
| 2/14/2025 | Jane Street Group LLC | 6,381 | $242K | 0.0% | N/A | 0.266% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 80,581 | $3.06M | 0.0% | +10.5% | 3.358% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 202,897 | $7.69M | 0.0% | +3.4% | 8.454% | |
| 2/12/2025 | Centric Wealth Management | 60,562 | $2.30M | 0.6% | +4.9% | 2.523% | |
| 2/11/2025 | LPL Financial LLC | 202,712 | $7.69M | 0.0% | +1.0% | 8.446% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 99,096 | $3.76M | 0.0% | -3.8% | 4.129% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 21,843 | $828K | 0.0% | +8.5% | 0.910% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 1,828 | $69K | 0.0% | +21.6% | 0.076% | |
| 2/7/2025 | HighTower Advisors LLC | 6,253 | $237K | 0.0% | -96.0% | 0.261% | |
| 2/5/2025 | Oppenheimer Asset Management Inc. | 28,242 | $1.07M | 0.0% | +11.1% | 1.177% | |
| 2/4/2025 | World Equity Group Inc. | 26,304 | $997K | 0.2% | +167.9% | 1.096% | |
| 1/31/2025 | D.A. Davidson & CO. | 25,995 | $985K | 0.0% | +21.4% | 1.083% | |
| 1/30/2025 | Aveo Capital Partners LLC | 27,315 | $1.04M | 0.1% | -64.2% | 1.138% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 13,700 | $519K | 0.0% | +2.4% | 0.571% | |
| 1/28/2025 | Advisory Resource Group | 195,456 | $7.41M | 1.6% | -11.2% | 8.144% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 68,511 | $2.60M | 0.2% | +3.8% | 2.855% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 4,005 | $152K | 0.0% | +22.3% | 0.167% | |
| 11/20/2024 | Advisory Resource Group | 220,111 | $8.81M | 1.9% | -47.4% | 9.570% | |
| 11/15/2024 | MML Investors Services LLC | 5,423 | $217K | 0.0% | N/A | 0.236% | |
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today |
| 11/15/2024 | HighTower Advisors LLC | 155,341 | $6.22M | 0.0% | -4.1% | 6.754% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 72,901 | $2.92M | 0.0% | +20.9% | 3.170% | |
| 11/14/2024 | Centric Wealth Management | 57,734 | $2.31M | 0.6% | +22.1% | 2.510% | |
| 11/13/2024 | D.A. Davidson & CO. | 21,405 | $857K | 0.0% | +12.1% | 0.931% | |
| 11/6/2024 | Mirae Asset Securities USA Inc. | 36,429 | $1.46M | 0.1% | N/A | 1.584% | |
| 11/6/2024 | Oppenheimer Asset Management Inc. | 25,423 | $1.02M | 0.0% | +15.9% | 1.105% | |
| 10/30/2024 | World Equity Group Inc. | 9,819 | $393K | 0.1% | +51.9% | 0.427% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,660 | $66K | 0.0% | -23.1% | 0.072% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 9,157 | $367K | 0.0% | +35.8% | 0.398% | |
| 10/22/2024 | International Assets Investment Management LLC | 3,870,186 | $154.96M | 0.0% | +552,783.7% | 168.269% | |