| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 32,418 | $2.67M | 0.1% | -1.7% | 0.024% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 23,071 | $1.90M | 0.3% | +454.2% | 0.017% | |
| 7/1/2026 | Eastern Bank | 2,293,479 | $189.19M | 2.9% | +12.8% | 1.729% | |
| 6/8/2026 | First National Bank of Mount Dora Trust Investment Services | 110,705 | $8.39M | 1.8% | N/A | 0.083% | |
| 6/3/2026 | NewEdge Advisors LLC | 62,132 | $4.71M | 0.0% | +74.7% | 0.047% | |
| 5/26/2026 | Ruggaard & Associates LLC | 14,612 | $1.11M | 0.4% | +3.3% | 0.011% | |
| 5/21/2026 | Vestor Capital LLC | 326,525 | $24.73M | 1.8% | +55,716.2% | 0.246% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 10,015 | $759K | 0.0% | +2.5% | 0.008% | |
| 5/19/2026 | Western Wealth Management LLC | 33,031 | $2.50M | 0.1% | -3.4% | 0.025% | |
| 5/19/2026 | NewEdge Advisors LLC | 48,628 | $3.68M | 0.1% | +36.8% | 0.037% | |
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 |
| 5/19/2026 | Bank of America Corp DE | 168,609 | $12.77M | 0.0% | +287.9% | 0.127% | |
| 5/19/2026 | Arkadios Wealth Advisors | 111,077 | $8.41M | 0.1% | N/A | 0.084% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 10,015 | $759K | 0.1% | +2.5% | 0.008% | |
| 5/18/2026 | Royal Bank of Canada | 296,736 | $22.47M | 0.0% | +5.1% | 0.224% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 36,156 | $2.74M | 0.1% | +343.4% | 0.027% | |
| 5/14/2026 | Modern Wealth Management LLC | 468,588 | $36.11M | 0.6% | +2.7% | 0.353% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 3,871 | $293K | 0.1% | N/A | 0.003% | |
| 5/14/2026 | Lido Advisors LLC | 66,118 | $5.01M | 0.0% | +144.5% | 0.050% | |
| 5/14/2026 | New England Professional Planning Group Inc. | 777,722 | $58.91M | 24.6% | +1.5% | 0.586% | |
| 5/13/2026 | Cetera Investment Advisers | 1,282,396 | $97.13M | 0.1% | +3.4% | 0.967% | |
| 5/13/2026 | NewEdge Wealth LLC | 47,158 | $3.57M | 0.0% | N/A | 0.036% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 23,987 | $1.82M | 0.0% | +3.3% | 0.018% | |
| 5/8/2026 | Madison Asset Management LLC | 335,261 | $25.39M | 0.3% | +8.0% | 0.253% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 467,420 | $35.40M | 3.6% | +0.5% | 0.352% | |
| 5/7/2026 | Balefire LLC | 20,244 | $1.53M | 0.3% | -1.3% | 0.015% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 2,915 | $221K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 478 | $38K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 1,481,556 | $112.21M | 0.2% | -0.6% | 1.117% | |
| 5/6/2026 | Bessemer Group Inc. | 4,900 | $371K | 0.0% | +1,156.4% | 0.004% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 22,379 | $1.70M | 1.2% | +7.1% | 0.017% | |
| 5/5/2026 | Navigation Group LLC | 220,388 | $16.69M | 3.9% | N/A | 0.166% | |
| 5/5/2026 | Gentry Private Wealth LLC | 7,188 | $544K | 0.3% | -4.3% | 0.005% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 19,318 | $1.46M | 0.0% | -23.4% | 0.015% | |
| 5/5/2026 | Sanctuary Advisors LLC | 18,587 | $1.41M | 0.0% | +10.4% | 0.014% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 916,819 | $69.44M | 6.3% | +4.6% | 0.691% | |
| 5/4/2026 | HBW Advisory Services LLC | 49,925 | $3.78M | 0.4% | +9.6% | 0.038% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 64,557 | $4.89M | 0.9% | +5.8% | 0.049% | |
| 5/1/2026 | Kaizen Financial Strategies | 88,160 | $7.07M | 3.1% | +11.2% | 0.066% | |
| 5/1/2026 | Fifth Third Bancorp | 1,816 | $138K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Sovran Advisors LLC | 6,337 | $506K | 0.0% | +9.3% | 0.005% | |
The $15 Gold Fund That Pays Up to $1,152/Month (Ad) Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. Discover the gold income fund before the next payout date |
| 5/1/2026 | Financial Connections Group Inc. | 74,025 | $5.61M | 1.9% | -4.3% | 0.056% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 213,979 | $16.21M | 3.3% | +21.2% | 0.162% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 4,163 | $315K | 0.1% | +3.5% | 0.003% | |
| 4/30/2026 | Kestra Advisory Services LLC | 29,056 | $2.20M | 0.0% | +32.4% | 0.022% | |
| 4/30/2026 | Base Wealth Management LLC | 96,772 | $7.33M | 4.1% | +3.9% | 0.073% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 130,417 | $9.88M | 1.1% | +1.8% | 0.098% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 70,947 | $5.37M | 0.2% | +447.6% | 0.054% | |
| 4/29/2026 | WealthPLAN Partners LLC | 31,260 | $2.37M | 0.5% | +354.6% | 0.024% | |
| 4/28/2026 | Red Mountain Financial LLC | 31,204 | $2.36M | 2.2% | +5.0% | 0.024% | |
| 4/28/2026 | PUREfi Wealth LLC | 4,009 | $304K | 0.2% | -10.9% | 0.003% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 798 | $61K | 0.0% | -61.7% | 0.001% | |
| 4/28/2026 | Bogart Wealth LLC | 1,218,933 | $92.32M | 3.6% | +1.2% | 0.920% | |
| 4/28/2026 | Ascentis Independent Advisors | 29,401 | $2.23M | 0.2% | N/A | 0.022% | |
| 4/28/2026 | Stephens Inc. AR | 4,705 | $356K | 0.0% | +18.5% | 0.004% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 5,395 | $409K | 0.1% | -10.2% | 0.004% | |
| 4/28/2026 | Bryant Woods Investment Advisors LLC | 150,823 | $11.42M | 4.2% | +17.4% | 0.114% | |
| 4/28/2026 | WBH Advisory Inc. | 34,968 | $2.69M | 0.2% | +4.2% | 0.026% | |
| 4/27/2026 | HB Wealth Management LLC | 30,450 | $2.31M | 0.0% | -1.6% | 0.023% | |
| 4/27/2026 | World Investment Advisors | 22,492 | $1.70M | 0.0% | -25.8% | 0.017% | |
| 4/27/2026 | Private Advisor Group LLC | 950,313 | $71.98M | 0.3% | +1.9% | 0.717% | |
| 4/25/2026 | Stevens Capital Partners | 14,115 | $1.07M | 0.3% | +30.5% | 0.011% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 146,817 | $11.12M | 1.6% | -46.1% | 0.111% | |
| 4/24/2026 | Root Financial Partners LLC | 1,403 | $106K | 0.0% | +86.1% | 0.001% | |
| 4/24/2026 | Bellevue Asset Management LLC | 66,734 | $5.05M | 2.5% | -10.5% | 0.050% | |
| 4/24/2026 | Essex Financial Services Inc. | 9,729 | $737K | 0.0% | +83.6% | 0.007% | |
| 4/24/2026 | Merited Wealth LLC | 36,709 | $2.78M | 2.3% | +148.4% | 0.028% | |
| 4/24/2026 | Fulton Bank N.A. | 83,493 | $6.32M | 0.2% | N/A | 0.063% | |
| 4/24/2026 | Family Investment Center Inc. | 274,475 | $20.79M | 4.0% | -2.5% | 0.207% | |
| 4/24/2026 | Wagner Wealth Management LLC | 112,518 | $8.52M | 1.7% | +3.0% | 0.085% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 15,909 | $1.21M | 0.1% | +5,602.2% | 0.012% | |
| 4/23/2026 | Etesian Wealth Advisors Inc. | 99,968 | $7.57M | 2.4% | +2.1% | 0.075% | |
| 4/23/2026 | 3Chopt Investment Partners LLC | 18,355 | $1.39M | 0.3% | -1.2% | 0.014% | |
| 4/22/2026 | Independence Asset Advisors LLC | 27,678 | $2.10M | 0.8% | +345.4% | 0.021% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 2,944 | $223K | 0.0% | N/A | 0.002% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,483,867 | $112.39M | 0.3% | -16.5% | 1.120% | |
| 4/22/2026 | Mayfair Advisory Group LLC | 7,080 | $536K | 0.2% | +14.2% | 0.005% | |
| 4/21/2026 | Sequent Planning LLC | 2,751 | $208K | 0.1% | N/A | 0.002% | |
| 4/21/2026 | Unique Wealth LLC | 142,882 | $10.82M | 1.5% | +49.1% | 0.108% | |
| 4/21/2026 | Aegis Wealth Management Inc. | 4,935 | $374K | 0.3% | +8.3% | 0.004% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 6,611 | $501K | 0.1% | +9.8% | 0.005% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 47,191 | $3.57M | 0.3% | -0.7% | 0.036% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 36,099 | $2.73M | 0.0% | -1.7% | 0.027% | |
| 4/20/2026 | Cardinal Point Capital Management ULC | 7,128 | $540K | 0.0% | N/A | 0.005% | |
| 4/20/2026 | Apella Capital LLC | 68,951 | $5.61M | 0.1% | N/A | 0.052% | |
| 4/18/2026 | Integrated Capital Management LLC | 11,587 | $878K | 0.4% | +16.8% | 0.009% | |
| 4/18/2026 | EdgeRock Capital LLC | 362,475 | $27.48M | 7.4% | +27.1% | 0.274% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 25,006 | $1.89M | 0.1% | N/A | 0.019% | |
| 4/17/2026 | AdvisorNet Financial Inc | 11,729 | $888K | 0.0% | +5.4% | 0.009% | |
| 4/17/2026 | Elk River Wealth Management LLC | 371,727 | $28.16M | 4.6% | +0.9% | 0.281% | |
| 4/17/2026 | Sterling Investment Counsel LLC | 3,763 | $285K | 0.1% | N/A | 0.003% | |
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 |
| 3/17/2026 | Rockefeller Capital Management L.P. | 292,398 | $21.90M | 0.0% | +4.0% | 0.230% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 20,897 | $1.57M | 1.1% | N/A | 0.016% | |
| 3/13/2026 | World Investment Advisors | 30,329 | $2.27M | 0.0% | N/A | 0.024% | |
| 3/4/2026 | Pure Financial Advisors LLC | 661,354 | $49.52M | 0.7% | +1.0% | 0.521% | |
| 2/23/2026 | Beaird Harris Wealth Management LLC | 4,075 | $305K | 0.0% | N/A | 0.003% | |
| 2/20/2026 | Ruggaard & Associates LLC | 14,152 | $1.06M | 0.4% | +2.5% | 0.011% | |
| 2/20/2026 | McLaughlin Asset Management Inc. | 12,534 | $939K | 0.8% | N/A | 0.010% | |
| 2/19/2026 | Compound Planning Inc. | 8,751 | $655K | 0.0% | -29.2% | 0.007% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 12,956 | $970K | 0.0% | +13.5% | 0.010% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,125 | $84K | 0.0% | +603.1% | 0.001% | |