| 7/2/2026 | Versant Capital Management Inc | 71,093 | $9.11M | 0.8% | +0.4% | 0.066% | |
| 6/12/2026 | S&A Financial Services Inc. | 49,112 | $5.46M | 3.8% | N/A | 0.049% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 7,604 | $845K | 0.1% | +1.3% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 25,252 | $2.81M | 0.0% | -64.3% | 0.025% | |
| 5/29/2026 | Asset Dedication LLC | 918 | $102K | 0.0% | +15.5% | 0.001% | |
| 5/28/2026 | Cozad Asset Management Inc. | 16,593 | $1.85M | 0.1% | -2.7% | 0.017% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 3,023 | $343K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 760 | $84K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Ariadne Wealth Management LP | 62,185 | $6.91M | 3.1% | +3.8% | 0.062% | |
| 5/19/2026 | Bank of America Corp DE | 875,159 | $97.30M | 0.0% | +91.3% | 0.876% | |
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| 5/18/2026 | EverSource Wealth Advisors LLC | 266 | $30K | 0.0% | -64.7% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 177,377 | $19.72M | 0.0% | -0.9% | 0.178% | |
| 5/16/2026 | Quantinno Capital Management LP | 91,993 | $10.23M | 0.0% | +24.0% | 0.092% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 195,220 | $21.71M | 1.7% | +10.3% | 0.195% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 272,522 | $30.30M | 1.2% | +131.1% | 0.273% | |
| 5/15/2026 | Waverly Advisors LLC | 412,735 | $45.89M | 0.3% | +3.1% | 0.413% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 762,310 | $84.75M | 5.2% | +8.8% | 0.763% | |
| 5/14/2026 | Renaissance Technologies LLC | 2,500 | $278K | 0.0% | -28.6% | 0.003% | |
| 5/14/2026 | JRM Investment Counsel LLC | 310,296 | $34.50M | 9.2% | -3.5% | 0.311% | |
| 5/14/2026 | Modern Wealth Management LLC | 26,334 | $2.95M | 0.1% | +0.4% | 0.026% | |
| 5/14/2026 | B&D White Capital Company LLC | 732,440 | $81.43M | 10.1% | -2.4% | 0.733% | |
| 5/13/2026 | Cetera Investment Advisers | 578,875 | $64.36M | 0.1% | +15.5% | 0.579% | |
| 5/13/2026 | Wealthspire Retirement LLC | 4,870 | $541K | 0.0% | -6.6% | 0.005% | |
| 5/13/2026 | First Trust Advisors LP | 16,038 | $1.78M | 0.0% | -0.9% | 0.016% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 23,575 | $2.62M | 0.0% | +9.7% | 0.024% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 106,350 | $11.82M | 4.1% | +2.9% | 0.106% | |
| 5/8/2026 | Glenview Trust Co | 350,326 | $38.95M | 0.6% | -5.6% | 0.351% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 4,343 | $483K | 0.2% | +137.1% | 0.004% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 23,567 | $2.62M | 0.2% | +1.2% | 0.024% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 261,916 | $29.12M | 12.1% | -3.3% | 0.262% | |
| 5/7/2026 | Eaton Cambridge Inc. | 51,742 | $5.75M | 1.8% | +4.6% | 0.052% | |
| 5/6/2026 | Zhang Financial LLC | 242,233 | $26.93M | 0.9% | +13.7% | 0.242% | |
| 5/6/2026 | Modera Wealth Management LLC | 1,027,703 | $114.26M | 1.4% | +3.4% | 1.029% | |
| 5/6/2026 | Assetmark Inc. | 790 | $88K | 0.0% | +36.4% | 0.001% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 41,715 | $4.64M | 3.4% | -9.7% | 0.042% | |
| 5/5/2026 | Wealthfront Advisers LLC | 23,741 | $2.64M | 0.0% | -2.9% | 0.024% | |
| 5/5/2026 | Bank of New York Mellon Corp | 781,758 | $86.92M | 0.0% | +11.0% | 0.783% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,248 | $139K | 0.0% | +17.4% | 0.001% | |
| 5/5/2026 | Signet Financial Management LLC | 2,920 | $325K | 0.0% | -34.9% | 0.003% | |
| 5/5/2026 | Nwam LLC | 20,739 | $2.31M | 0.1% | +41.2% | 0.021% | |
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| 5/5/2026 | Avantax Planning Partners Inc. | 1,851 | $206K | 0.0% | -37.9% | 0.002% | |
| 5/4/2026 | Calamos Advisors LLC | 2,673 | $297K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Lutz Financial Services LLC | 4,234 | $471K | 0.0% | +4.7% | 0.004% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 46,054 | $5.12M | 2.0% | +2.0% | 0.046% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 222,642 | $26.86M | 0.5% | +2.1% | 0.223% | |
| 5/4/2026 | Uptick Partners LLC | 11,866 | $1.32M | 0.3% | +70.9% | 0.012% | |
| 5/2/2026 | International Assets Investment Management LLC | 3,490 | $391K | 0.0% | -3.3% | 0.003% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 179,647 | $19.97M | 3.6% | +11.3% | 0.180% | |
| 5/2/2026 | Diversify Wealth Management LLC | 4,301 | $519K | 0.0% | N/A | 0.004% | |
| 5/1/2026 | Seaside Wealth Management Inc. | 3,298 | $367K | 0.1% | +8.2% | 0.003% | |
| 5/1/2026 | Fifth Third Bancorp | 801 | $89K | 0.0% | +670.2% | 0.001% | |
| 5/1/2026 | American Trust | 3,143 | $349K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 310,523 | $34.52M | 16.4% | +14.3% | 0.311% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 698,997 | $77.71M | 24.4% | +2.7% | 0.700% | |
| 5/1/2026 | Simplicity Wealth LLC | 689,828 | $76.70M | 4.3% | -1.3% | 0.692% | |
| 4/30/2026 | Torren Management LLC | 197,066 | $21.91M | 10.9% | +1.0% | 0.198% | |
| 4/30/2026 | Accredited Investors Inc. | 4,920 | $547K | 0.0% | N/A | 0.005% | |
| 4/30/2026 | Waterfront Wealth Inc. | 14,650 | $1.63M | 0.3% | -1.1% | 0.015% | |
| 4/30/2026 | Beacon Financial Group | 17,336 | $1.93M | 0.2% | -0.9% | 0.017% | |
| 4/30/2026 | Valued Wealth Advisors LLC | 49,511 | $5.51M | 2.2% | +96.5% | 0.050% | |
| 4/30/2026 | Kestra Advisory Services LLC | 269,036 | $29.91M | 0.1% | +17.0% | 0.270% | |
| 4/30/2026 | Summit Portfolio Management LTD. | 123,280 | $13.71M | 8.8% | N/A | 0.124% | |
| 4/30/2026 | Integrity Investment Advisors LLC | 66,320 | $7.37M | 4.0% | +5.0% | 0.067% | |
| 4/30/2026 | Frankly Finances LLC | 13,720 | $1.53M | 1.4% | +80.9% | 0.014% | |
| 4/29/2026 | Rockwood Wealth Management LLC | 614,490 | $68.32M | 4.9% | +6.7% | 0.616% | |
| 4/29/2026 | Sage Rhino Capital LLC | 73,804 | $8.21M | 1.5% | -6.5% | 0.074% | |
| 4/29/2026 | Oceanside Advisors LLC | 4,996 | $555K | 0.3% | +2.2% | 0.005% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 24,792 | $2.76M | 0.5% | -28.6% | 0.025% | |
| 4/29/2026 | Intelligent Financial Strategies | 784 | $87K | 0.0% | -9.8% | 0.001% | |
| 4/28/2026 | Retirement Financial Solutions LLC | 335,974 | $37.35M | 10.7% | +0.8% | 0.338% | |
| 4/28/2026 | Tanglewood Legacy Advisors LLC | 7,406 | $823K | 0.3% | -19.6% | 0.007% | |
| 4/27/2026 | HB Wealth Management LLC | 5,744,706 | $638.69M | 4.1% | +9.4% | 5.779% | |
| 4/27/2026 | BIP Wealth LLC | 6,755 | $751K | 0.0% | +106.1% | 0.007% | |
| 4/27/2026 | Kelman Lazarov Inc. | 9,243 | $1.03M | 0.1% | N/A | 0.009% | |
| 4/27/2026 | World Investment Advisors | 441,517 | $49.09M | 0.8% | +6.7% | 0.444% | |
| 4/27/2026 | Legacy Financial Group Inc. | 363,360 | $40.40M | 10.7% | +3.7% | 0.366% | |
| 4/27/2026 | Flagstone Financial Management | 134,767 | $14.98M | 3.7% | +0.8% | 0.136% | |
| 4/27/2026 | Private Advisor Group LLC | 56,011 | $6.23M | 0.0% | -22.6% | 0.056% | |
| 4/27/2026 | Financial Plan Inc. | 1,393,958 | $154.98M | 16.6% | +4.4% | 1.402% | |
| 4/27/2026 | Trademark Financial Management LLC | 8,950 | $995K | 0.5% | +1.7% | 0.009% | |
| 4/25/2026 | Bayshore Asset Management LLC | 77,825 | $8.65M | 3.4% | +9.0% | 0.078% | |
| 4/24/2026 | Acorn Financial Advisory Services Inc. ADV | 26,869 | $2.99M | 0.4% | -83.1% | 0.027% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 605,425 | $67.31M | 7.4% | +7.0% | 0.609% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 140,466 | $15.62M | 1.9% | +28.2% | 0.141% | |
| 4/23/2026 | Forum Financial Management LP | 30,745 | $3.42M | 0.0% | -4.6% | 0.031% | |
| 4/23/2026 | WMG Financial Advisors LLC | 501,509 | $55.76M | 23.3% | -0.1% | 0.505% | |
| 4/23/2026 | Avant Financial Advisors LLC | 13,527 | $1.50M | 1.1% | +0.8% | 0.014% | |
| 4/23/2026 | McLean Asset Management Corp | 741,463 | $82.44M | 14.4% | +9.5% | 0.746% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 3,032 | $337K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Vicus Capital | 40,867 | $4.54M | 0.3% | +40.7% | 0.041% | |
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 |
| 4/22/2026 | Lam Group Inc. | 15,550 | $1.73M | 1.0% | +17.3% | 0.016% | |
| 4/22/2026 | MeadowBrook Investment Advisors LLC | 3,530 | $392K | 0.3% | N/A | 0.004% | |
| 4/22/2026 | Sylvest Advisors LLC | 2,750 | $306K | 0.2% | N/A | 0.003% | |
| 4/22/2026 | AGH Wealth Advisors LLC | 11,754 | $1.31M | 1.0% | +4.0% | 0.012% | |
| 4/22/2026 | Foundry Financial LLC | 5,249 | $584K | 0.2% | +4.9% | 0.005% | |
| 4/22/2026 | My Personal CFO LLC | 117,189 | $13.03M | 5.7% | -5.5% | 0.118% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 713 | $79K | 0.1% | +150.2% | 0.001% | |
| 4/21/2026 | Madrid Wealth Management LLC | 122,613 | $13.63M | 10.1% | +12.6% | 0.124% | |
| 4/21/2026 | Echo Wealth Management LLC | 72,143 | $8.02M | 4.6% | -10.4% | 0.073% | |
| 4/21/2026 | RCS Financial Planning LLC | 5,031 | $559K | 0.3% | +87.5% | 0.005% | |