| 6/18/2026 | Western Wealth Management LLC | 5,749 | $227K | 0.0% | N/A | 0.016% | |
| 6/3/2026 | NewEdge Advisors LLC | 80,263 | $3.16M | 0.0% | +0.4% | 0.221% | |
| 5/19/2026 | Western Wealth Management LLC | 5,749 | $227K | 0.0% | N/A | 0.016% | |
| 5/19/2026 | Bank of America Corp DE | 2,624,425 | $103.46M | 0.0% | +0.6% | 7.240% | |
| 5/19/2026 | Arkadios Wealth Advisors | 12,565 | $495K | 0.0% | -20.5% | 0.035% | |
| 5/18/2026 | Royal Bank of Canada | 226,226 | $8.92M | 0.0% | +11.0% | 0.624% | |
| 5/15/2026 | Vawter Financial Ltd. | 94,386 | $3.72M | 1.6% | -2.8% | 0.260% | |
| 5/15/2026 | Waverly Advisors LLC | 7,763 | $306K | 0.0% | N/A | 0.021% | |
| 5/14/2026 | CLG LLC | 20,430 | $805K | 0.2% | -4.1% | 0.056% | |
| 5/14/2026 | Modern Wealth Management LLC | 88,726 | $3.53M | 0.1% | -2.6% | 0.245% | |
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| 5/14/2026 | Lido Advisors LLC | 241,614 | $9.52M | 0.0% | -1.9% | 0.667% | |
| 5/13/2026 | Cetera Investment Advisers | 388,444 | $15.31M | 0.0% | +1.8% | 1.072% | |
| 5/6/2026 | Independent Financial Group LLC | 16,636 | $656K | 0.0% | N/A | 0.046% | |
| 5/5/2026 | Sanctuary Advisors LLC | 6,317 | $249K | 0.0% | -3.9% | 0.017% | |
| 5/5/2026 | Hartford Funds Management Co LLC | 2,530,109 | $99.74M | 8.7% | -8.0% | 6.980% | |
| 5/1/2026 | Fifth Third Bancorp | 2,921 | $115K | 0.0% | N/A | 0.008% | |
| 5/1/2026 | Sovran Advisors LLC | 13,598 | $558K | 0.0% | -15.0% | 0.038% | |
| 4/30/2026 | IAG Wealth Partners LLC | 118,803 | $4.68M | 0.5% | -1.3% | 0.328% | |
| 4/28/2026 | Ascentis Independent Advisors | 996 | $39K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | World Investment Advisors | 75,502 | $2.98M | 0.0% | -3.4% | 0.208% | |
| 4/27/2026 | Private Advisor Group LLC | 549,466 | $21.66M | 0.1% | -10.4% | 1.516% | |
| 4/23/2026 | Apollon Financial LLC | 38,922 | $1.53M | 0.2% | +21.3% | 0.107% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 6,710 | $265K | 0.0% | +6.8% | 0.019% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 5,212 | $205K | 0.0% | N/A | 0.014% | |
| 4/22/2026 | Trilogy Capital Inc. | 74,857 | $2.95M | 0.1% | -9.4% | 0.207% | |
| 4/21/2026 | Foster & Motley Inc. | 1,071,182 | $42.23M | 2.2% | -18.8% | 2.955% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 10,818 | $426K | 0.0% | +10.6% | 0.030% | |
| 4/17/2026 | AdvisorNet Financial Inc | 7,871 | $310K | 0.0% | -6.8% | 0.022% | |
| 4/17/2026 | Webster Bank N. A. | 1,514 | $60K | 0.0% | N/A | 0.004% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 53,666 | $1.98M | 0.0% | +30.7% | 0.152% | |
| 3/13/2026 | World Investment Advisors | 78,140 | $2.89M | 0.0% | +0.6% | 0.222% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,995 | $296K | 0.0% | -5.3% | 0.023% | |
| 2/18/2026 | NewEdge Advisors LLC | 79,920 | $2.96M | 0.0% | -3.5% | 0.227% | |
| 2/18/2026 | Gotham Asset Management LLC | 9,466 | $350K | 0.0% | -19.1% | 0.027% | |
| 2/17/2026 | AQR Capital Management LLC | 10,672 | $395K | 0.0% | N/A | 0.030% | |
| 2/17/2026 | Cetera Investment Advisers | 381,447 | $14.10M | 0.0% | +0.9% | 1.082% | |
| 2/17/2026 | Equitable Holdings Inc. | 45,409 | $1.68M | 0.0% | -7.7% | 0.129% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,493 | $573K | 0.0% | -50.7% | 0.044% | |
| 2/17/2026 | Private Advisor Group LLC | 613,581 | $22.69M | 0.1% | -1.3% | 1.741% | |
| 2/17/2026 | Captrust Financial Advisors | 446,025 | $16.49M | 0.0% | -3.1% | 1.265% | |
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| 2/17/2026 | &PARTNERS | 184,033 | $6.81M | 0.0% | +18.9% | 0.522% | |
| 2/17/2026 | Royal Bank of Canada | 203,722 | $7.53M | 0.0% | +23.8% | 0.578% | |
| 2/16/2026 | Mariner LLC | 999,238 | $36.95M | 0.0% | +1.9% | 2.835% | |
| 2/16/2026 | Mill Creek Capital Advisors LLC | 1,818,166 | $67.23M | 1.4% | -0.9% | 5.158% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,033 | $112K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Stifel Financial Corp | 109,646 | $4.05M | 0.0% | +1,499.5% | 0.311% | |
| 2/13/2026 | Morgan Stanley | 3,222,470 | $119.15M | 0.0% | -0.9% | 9.142% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,989 | $74K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Wells Fargo & Company MN | 44,996 | $1.66M | 0.0% | -10.7% | 0.128% | |
| 2/13/2026 | Quadrant Capital Group LLC | 4,322 | $160K | 0.0% | N/A | 0.012% | |
| 2/12/2026 | Jane Street Group LLC | 91,692 | $3.39M | 0.0% | +78.2% | 0.260% | |
| 2/12/2026 | HRT Financial LP | 17,739 | $655K | 0.0% | N/A | 0.050% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 57,001 | $2.11M | 0.0% | -3.3% | 0.162% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 6,282 | $232K | 0.0% | -5.9% | 0.018% | |
| 2/11/2026 | Cerity Partners LLC | 4,037,300 | $149.28M | 0.2% | +2.0% | 11.453% | |
| 2/11/2026 | WESCAP Management Group Inc. | 100,557 | $3.72M | 0.8% | -5.5% | 0.285% | |
| 2/11/2026 | LPL Financial LLC | 1,089,891 | $40.30M | 0.0% | +23.4% | 3.092% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 1,698,855 | $62.82M | 1.8% | +179.2% | 4.819% | |
| 2/10/2026 | Goldstein Advisors LLC | 441,849 | $16.34M | 1.9% | -0.7% | 1.253% | |
| 2/10/2026 | IAG Wealth Partners LLC | 120,392 | $4.45M | 0.5% | -4.4% | 0.342% | |
| 2/10/2026 | Bearing Point Capital LLC | 280,032 | $10.35M | 1.6% | +17.6% | 0.794% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 19,693 | $728K | 0.0% | +7.0% | 0.056% | |
| 2/6/2026 | Empirical Asset Management LLC | 39,679 | $1.47M | 0.2% | +57.3% | 0.113% | |
| 2/6/2026 | Intellus Advisors LLC | 1,047,638 | $38.74M | 5.1% | +0.1% | 2.972% | |
| 2/6/2026 | IFP Advisors Inc | 5,722 | $212K | 0.0% | -9.3% | 0.016% | |
| 2/6/2026 | Larson Financial Group LLC | 13,464 | $498K | 0.0% | -3.7% | 0.038% | |
| 2/6/2026 | Hartford Funds Management Co LLC | 2,751,584 | $101.74M | 8.3% | -4.5% | 7.806% | |
| 2/6/2026 | HighTower Advisors LLC | 21,258 | $786K | 0.0% | -5.2% | 0.060% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 6,211 | $230K | 0.0% | -7.3% | 0.018% | |
| 2/4/2026 | World Investment Advisors | 78,140 | $2.89M | 0.0% | +0.6% | 0.222% | |
| 2/3/2026 | Sowa Financial Group Inc. | 21,520 | $796K | 0.4% | -13.1% | 0.061% | |
| 2/2/2026 | Truist Financial Corp | 110,323 | $4.08M | 0.0% | -22.9% | 0.313% | |
| 2/2/2026 | Vawter Financial Ltd. | 97,148 | $3.59M | 1.5% | -32.0% | 0.276% | |
| 1/29/2026 | UBS Group AG | 448,751 | $16.59M | 0.0% | -4.4% | 1.273% | |
| 1/28/2026 | Cranbrook Wealth Management LLC | 16,132 | $596K | 0.1% | -7.9% | 0.046% | |
| 1/27/2026 | Evergreen Capital Management LLC | 163,640 | $6.05M | 0.1% | -2.8% | 0.464% | |
| 1/23/2026 | Farther Finance Advisors LLC | 5,329 | $197K | 0.0% | +275.3% | 0.015% | |
| 1/23/2026 | First PREMIER Bank | 71,020 | $2.63M | 0.6% | +1.6% | 0.201% | |
| 1/22/2026 | Apollon Financial LLC | 32,100 | $1.19M | 0.2% | N/A | 0.091% | |
| 1/22/2026 | Trilogy Capital Inc. | 82,580 | $3.05M | 0.1% | -5.5% | 0.234% | |
| 1/21/2026 | Crux Wealth Advisors | 42,695 | $1.58M | 0.6% | -26.1% | 0.121% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,337 | $49K | 0.0% | N/A | 0.004% | |
| 1/20/2026 | Sovran Advisors LLC | 15,999 | $603K | 0.1% | -11.5% | 0.045% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 7,682 | $284K | 0.1% | +307.1% | 0.022% | |
| 1/15/2026 | Foster & Motley Inc. | 1,319,339 | $48.78M | 2.6% | -33.2% | 3.743% | |
| 1/15/2026 | CLG LLC | 21,297 | $787K | 0.2% | -23.0% | 0.060% | |
| 1/14/2026 | Clarius Group LLC | 178,572 | $6.60M | 0.4% | -7.9% | 0.507% | |
| 1/14/2026 | Randall & Associates Wealth Management | 65,311 | $2.42M | 1.7% | -0.9% | 0.185% | |
| 1/13/2026 | Flagstar Advisors Inc. | 49,772 | $1.84M | 0.6% | +1.4% | 0.141% | |
| 1/12/2026 | Howard Financial Services LTD. | 93,710 | $3.47M | 0.4% | +1.0% | 0.266% | |
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.
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| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 21,480 | $803K | 0.0% | -2.0% | 0.061% | |
| 1/8/2026 | Fermata Advisors LLC | 29,718 | $1.10M | 0.3% | -7.2% | 0.084% | |
| 1/1/2026 | JPMorgan Chase & Co. | 5,606 | $199K | 0.0% | +7.0% | 0.016% | |
| 11/19/2025 | Captrust Financial Advisors | 460,080 | $16.34M | 0.0% | -1.9% | 1.296% | |
| 11/19/2025 | Coldstream Capital Management Inc. | 36,856 | $1.31M | 0.0% | -6.2% | 0.104% | |
| 11/17/2025 | Keystone Financial Group | 5,328 | $189K | 0.0% | N/A | 0.015% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 9,613 | $341K | 0.0% | +37.5% | 0.027% | |
| 11/17/2025 | NewEdge Advisors LLC | 82,824 | $2.94M | 0.0% | -7.0% | 0.233% | |
| 11/17/2025 | Susquehanna International Group LLP | 314,168 | $11.16M | 0.0% | N/A | 0.885% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 18,413 | $654K | 0.0% | -4.4% | 0.052% | |