11/21/2024 | Wealthquest Corp | 75,562 | $3.19M | 0.3% | -9.2% | 1.799% | |
11/19/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
11/15/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
11/15/2024 | Continuum Advisory LLC | 2,081 | $90K | 0.0% | -66.6% | 0.050% | |
11/15/2024 | MML Investors Services LLC | 15,064 | $639K | 0.0% | +2.6% | 0.359% | |
11/15/2024 | SageView Advisory Group LLC | 7,189 | $305K | 0.0% | N/A | 0.171% | |
|
11/15/2024 | HighTower Advisors LLC | 155,859 | $6.62M | 0.0% | +0.4% | 3.711% | |
11/14/2024 | Captrust Financial Advisors | 127,937 | $5.43M | 0.0% | -10.1% | 3.046% | |
11/14/2024 | First Commonwealth Financial Corp PA | 23,724 | $1.01M | 0.2% | +18.3% | 0.565% | |
11/13/2024 | Townsquare Capital LLC | 8,220 | $349K | 0.0% | +22.0% | 0.196% | |
11/12/2024 | Penserra Capital Management LLC | 298,452 | $12.67M | 0.3% | +26.1% | 7.106% | |
11/12/2024 | Cerity Partners LLC | 77,306 | $3.28M | 0.0% | +130.8% | 1.841% | |
11/6/2024 | Straight Path Wealth Management | 8,772 | $372K | 0.2% | +46.2% | 0.209% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 8,222 | $349K | 0.0% | -29.8% | 0.196% | |
10/30/2024 | Beacon Financial Advisory LLC | 6,212 | $264K | 0.1% | -72.2% | 0.148% | |
10/29/2024 | Janney Montgomery Scott LLC | 24,776 | $1.05M | 0.0% | +9.7% | 0.590% | |
10/28/2024 | Summit Wealth Partners LLC | 9,637 | $409K | 0.1% | N/A | 0.229% | |
10/25/2024 | Diversify Advisory Services LLC | 41,564 | $1.78M | 0.1% | -4.6% | 0.990% | |
10/24/2024 | Motiv8 Investments LLC | 38,462 | $1.63M | 1.1% | +1.7% | 0.916% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,507 | $276K | 0.0% | -26.4% | 0.155% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 18,014 | $765K | 0.3% | -2.2% | 0.429% | |
10/17/2024 | BCS Wealth Management | 10,119 | $430K | 0.2% | -6.0% | 0.241% | |
10/9/2024 | Maltin Wealth Management Inc. | 23,849 | $1.01M | 0.5% | -1.3% | 0.568% | |
10/8/2024 | City Center Advisors LLC | 11,737 | $498K | 0.6% | -3.6% | 0.279% | |
8/26/2024 | Wealthquest Corp | 83,218 | $3.46M | 0.4% | -6.2% | 1.981% | |
8/22/2024 | Cetera Investment Advisers | 66,920 | $2.78M | 0.0% | -14.7% | 1.593% | |
8/8/2024 | Envestnet Asset Management Inc. | 66,396 | $2.76M | 0.0% | -8.5% | 1.581% | |
8/8/2024 | CoreCap Advisors LLC | 23,330 | $969K | 0.1% | N/A | 0.555% | |
8/8/2024 | WPWealth LLP | 12,267 | $510K | 0.1% | -43.2% | 0.292% | |
8/7/2024 | Vantage Financial Partners LLC | 5,084 | $211K | 0.1% | -7.5% | 0.121% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 11,714 | $487K | 0.0% | -93.3% | 0.279% | |
8/6/2024 | Motiv8 Investments LLC | 37,829 | $1.57M | 1.2% | +5.3% | 0.901% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 13,637 | $567K | 0.2% | -4.9% | 0.325% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 39,028 | $1.62M | 0.3% | -0.8% | 0.929% | |
7/31/2024 | Commonwealth Equity Services LLC | 577,223 | $24.00M | 0.0% | -1.6% | 13.743% | |
7/30/2024 | Integral Investment Advisors Inc. | 241,034 | $10.02M | 3.7% | +1.3% | 5.739% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,466 | $1.93M | 0.0% | -2.7% | 1.106% | |
7/22/2024 | Krilogy Financial LLC | 17,885 | $744K | 0.1% | -11.7% | 0.426% | |
7/18/2024 | Brookstone Capital Management | 5,189 | $217K | 0.0% | -26.8% | 0.124% | |
7/16/2024 | BCS Wealth Management | 10,768 | $448K | 0.2% | -14.5% | 0.256% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
7/15/2024 | RFG Advisory LLC | 13,865 | $576K | 0.0% | +29.0% | 0.330% | |
7/12/2024 | Diversify Advisory Services LLC | 43,564 | $1.82M | 0.1% | -8.6% | 1.037% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 18,419 | $766K | 0.3% | -4.0% | 0.439% | |
7/9/2024 | Fragasso Financial Advisors Inc | 66,837 | $2.78M | 0.2% | -5.1% | 1.591% | |
5/30/2024 | Motiv8 Investments LLC | 35,915 | $1.45M | 1.1% | +10.6% | 0.855% | |
5/24/2024 | Cetera Advisors LLC | 64,700 | $2.62M | 0.0% | -6.1% | 1.540% | |
5/24/2024 | Cetera Investment Advisers | 78,481 | $3.18M | 0.0% | N/A | 1.869% | |
5/23/2024 | FSA Advisors Inc. | 36,985 | $1.50M | 1.6% | -1.3% | 0.881% | |
5/14/2024 | First Commonwealth Financial Corp PA | 19,220 | $778K | 0.2% | +14.4% | 0.458% | |
5/9/2024 | Wealthquest Corp | 88,720 | $3.59M | 0.4% | -65.9% | 2.112% | |
5/8/2024 | Berkshire Money Management Inc. | 62,027 | $2.51M | 0.3% | -53.7% | 1.477% | |
5/2/2024 | Vantage Financial Partners LLC | 5,494 | $222K | 0.1% | -5.6% | 0.130% | |
5/1/2024 | Janney Montgomery Scott LLC | 26,198 | $1.06M | 0.0% | -4.0% | 0.619% | |
5/1/2024 | Diversify Advisory Services LLC | 47,674 | $1.93M | 0.1% | N/A | 1.127% | |
4/29/2024 | Commonwealth Equity Services LLC | 586,465 | $23.73M | 0.0% | -3.9% | 13.864% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,769 | $1.93M | 0.0% | -16.1% | 1.129% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 39,338 | $1.59M | 0.3% | -1.9% | 0.930% | |
4/24/2024 | Spire Wealth Management | 15,629 | $633K | 0.0% | -17.4% | 0.369% | |
4/23/2024 | McAdam LLC | 19,052 | $771K | 0.0% | N/A | 0.450% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 175,232 | $7.09M | 0.4% | -3.2% | 4.143% | |
4/16/2024 | Weaver Consulting Group | 4,987 | $202K | 0.1% | N/A | 0.120% | |
4/15/2024 | Brookstone Capital Management | 7,091 | $287K | 0.0% | -96.4% | 0.171% | |
4/11/2024 | RFG Advisory LLC | 10,746 | $435K | 0.0% | N/A | 0.259% | |
4/10/2024 | BCS Wealth Management | 12,598 | $510K | 0.2% | -10.1% | 0.304% | |
3/6/2024 | SageView Advisory Group LLC | 155,209 | $5.97M | 0.2% | +2,402.6% | 3.740% | |
2/16/2024 | SageView Advisory Group LLC | 155,209 | $5.97M | 0.2% | +2,402.6% | 3.740% | |
2/16/2024 | Wealthquest Corp | 260,056 | $10.00M | 1.1% | -21.7% | 6.266% | |
2/9/2024 | SageView Advisory Group LLC | 155,209 | $5.97M | 0.2% | +2,402.6% | 3.740% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 56,942 | $2.19M | 0.0% | +13.4% | 1.372% | |
2/8/2024 | Bedel Financial Consulting Inc. | 16,461 | $633K | 0.1% | -2.6% | 0.397% | |
2/8/2024 | Beacon Pointe Advisors LLC | 28,570 | $1.10M | 0.0% | +1.3% | 0.688% | |
2/8/2024 | Janney Montgomery Scott LLC | 27,294 | $1.05M | 0.0% | +2.2% | 0.658% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,015 | $270K | 0.0% | -12.6% | 0.169% | |
2/7/2024 | Principal Securities Inc. | 2,908 | $112K | 0.0% | N/A | 0.070% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 14,342 | $552K | 0.3% | +20.5% | 0.346% | |
2/6/2024 | Spire Wealth Management | 18,925 | $736K | 0.0% | N/A | 0.456% | |
2/6/2024 | Axxcess Wealth Management LLC | 7,603 | $292K | 0.0% | N/A | 0.183% | |
2/6/2024 | SRS Capital Advisors Inc. | 11,464 | $441K | 0.0% | -3.1% | 0.276% | |
2/6/2024 | Commonwealth Equity Services LLC | 609,977 | $23.47M | 0.0% | +17.5% | 14.698% | |
2/1/2024 | Sigma Planning Corp | 19,558 | $752K | 0.1% | +63.0% | 0.471% | |
1/31/2024 | Integral Investment Advisors Inc. | 228,608 | $8.80M | 5.6% | +27.9% | 5.509% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 19,368 | $745K | 0.3% | +3.8% | 0.467% | |
1/26/2024 | Cerity Partners LLC | 52,777 | $2.03M | 0.0% | +52.7% | 1.272% | |
1/26/2024 | Krilogy Financial LLC | 20,260 | $779K | 0.1% | -10.6% | 0.488% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 40,099 | $1.54M | 0.4% | +6.5% | 0.966% | |
1/24/2024 | Stratos Wealth Advisors LLC | 5,256 | $202K | 0.0% | N/A | 0.127% | |
1/23/2024 | Beacon Financial Advisory LLC | 24,080 | $926K | 0.4% | +19.8% | 0.580% | |
1/19/2024 | AdvisorNet Financial Inc | 2,041 | $79K | 0.0% | -18.5% | 0.049% | |
1/18/2024 | Maltin Wealth Management Inc. | 24,151 | $929K | 0.6% | -3.3% | 0.582% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,951 | $729K | 0.0% | +19.3% | 0.457% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
1/16/2024 | CoreCap Advisors LLC | 19,877 | $765K | 0.0% | +7.4% | 0.479% | |
1/12/2024 | Lantz Financial LLC | 17,869 | $687K | 0.2% | +7.5% | 0.431% | |
1/11/2024 | Brookstone Capital Management | 195,692 | $7.53M | 0.2% | +12.6% | 4.715% | |
1/11/2024 | BCS Wealth Management | 14,019 | $539K | 0.2% | N/A | 0.338% | |
1/10/2024 | Dfpg Investments LLC | 70,116 | $2.67M | 0.2% | -1.2% | 1.690% | |
1/8/2024 | Fragasso Group Inc. | 70,457 | $2.71M | 0.2% | +38.5% | 1.698% | |
12/6/2023 | Fragasso Group Inc. | 50,886 | $1.81M | 0.2% | +16.9% | 1.226% | |
11/16/2023 | Penserra Capital Management LLC | 133,871 | $4.75M | 0.1% | +43.5% | 3.226% | |
11/15/2023 | SRS Capital Advisors Inc. | 11,832 | $420K | 0.1% | -3.7% | 0.285% | |
11/13/2023 | Envestnet Asset Management Inc. | 93,913 | $3.33M | 0.0% | +4.0% | 2.263% | |