11/15/2024 | MML Investors Services LLC | 8,981 | $427K | 0.0% | +6.5% | 0.099% | |
11/15/2024 | Legacy Investment Solutions LLC | 15,582 | $729K | 0.5% | N/A | 0.171% | |
11/15/2024 | EP Wealth Advisors LLC | 1,152,941 | $54.79M | 0.5% | +6.5% | 12.656% | |
11/15/2024 | Jane Street Group LLC | 13,709 | $651K | 0.0% | -84.0% | 0.150% | |
11/15/2024 | Stifel Financial Corp | 26,998 | $1.28M | 0.0% | +4.0% | 0.296% | |
11/15/2024 | HighTower Advisors LLC | 300,432 | $14.29M | 0.0% | +12.5% | 3.298% | |
|
11/14/2024 | Flow Traders U.S. LLC | 9,070 | $431K | 0.0% | +72.8% | 0.100% | |
11/14/2024 | Captrust Financial Advisors | 4,713 | $224K | 0.0% | N/A | 0.052% | |
11/14/2024 | Noesis Capital Mangement Corp | 62,991 | $2.99M | 0.6% | -0.9% | 0.691% | |
11/13/2024 | D.A. Davidson & CO. | 59,543 | $2.83M | 0.0% | +5.0% | 0.654% | |
11/12/2024 | Kingsview Wealth Management LLC | 40,524 | $1.93M | 0.0% | N/A | 0.445% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 14,378 | $683K | 0.5% | N/A | 0.158% | |
11/7/2024 | MAI Capital Management | 75,023 | $3.57M | 0.0% | +142.4% | 0.824% | |
11/7/2024 | Thrivent Financial for Lutherans | 139,654 | $6.64M | 0.0% | +6.2% | 1.533% | |
11/6/2024 | Vawter Financial Ltd. | 8,350 | $397K | 0.2% | +24.1% | 0.092% | |
11/5/2024 | Platform Technology Partners | 125,470 | $5.96M | 1.9% | +33.2% | 1.377% | |
11/1/2024 | 5th Street Advisors LLC | 415,553 | $19.75M | 9.6% | -10.4% | 4.562% | |
11/1/2024 | Heritage Wealth Management Inc. | 54,109 | $2.57M | 0.8% | +9.3% | 0.594% | |
10/30/2024 | Milestone Investment Advisors LLC | 92,231 | $4.38M | 1.2% | -4.6% | 1.012% | |
10/29/2024 | Lodestone Wealth Management LLC | 22,333 | $1.06M | 0.5% | +1.3% | 0.245% | |
10/28/2024 | Interchange Capital Partners LLC | 23,927 | $1.14M | 0.4% | -0.9% | 0.263% | |
10/25/2024 | Lodestar Private Asset Management LLC | 18,228 | $866K | 0.1% | +6.2% | 0.200% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 123,722 | $5.88M | 0.0% | -81.7% | 1.358% | |
10/22/2024 | Leo Wealth LLC | 4,827 | $229K | 0.0% | N/A | 0.053% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 331,497 | $15.75M | 4.0% | -6.1% | 3.639% | |
10/17/2024 | LexAurum Advisors LLC | 25,681 | $1.22M | 0.3% | +3.1% | 0.282% | |
10/16/2024 | Global Retirement Partners LLC | 18,965 | $901K | 0.0% | +3,092.8% | 0.208% | |
10/16/2024 | Transform Wealth LLC | 108,367 | $5.15M | 0.3% | -0.9% | 1.190% | |
10/8/2024 | CWM LLC | 153,297 | $7.29M | 0.0% | +114.0% | 1.683% | |
10/2/2024 | Lowe Wealth Advisors LLC | 23,412 | $1.11M | 0.5% | +3.9% | 0.257% | |
9/11/2024 | Summit Wealth Partners LLC | 9,983 | $463K | 0.1% | +9.3% | 0.110% | |
9/9/2024 | Heritage Wealth Management Inc. | 49,510 | $2.30M | 0.8% | N/A | 0.543% | |
9/5/2024 | Sanctuary Advisors LLC | 19,174 | $882K | 0.0% | N/A | 0.210% | |
8/19/2024 | EP Wealth Advisors LLC | 1,082,805 | $50.23M | 0.5% | +14.1% | 11.886% | |
8/14/2024 | Bridgewealth Advisory Group LLC | 233,897 | $10.85M | 4.8% | +38.0% | 2.567% | |
8/13/2024 | Thrivent Financial for Lutherans | 131,534 | $6.10M | 0.0% | +28.2% | 1.444% | |
8/12/2024 | Middleton & Co. Inc. MA | 5,300 | $246K | 0.0% | N/A | 0.058% | |
8/12/2024 | SkyOak Wealth LLC | 105,078 | $4.87M | 1.1% | +26.5% | 1.153% | |
8/10/2024 | Sargent Investment Group LLC | 5,865 | $272K | 0.1% | -4.5% | 0.064% | |
8/7/2024 | Beam Wealth Advisors Inc. | 30,545 | $1.42M | 0.5% | +1.2% | 0.335% | |
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 |
8/6/2024 | Ausdal Financial Partners Inc. | 30,134 | $1.40M | 0.1% | +11.7% | 0.331% | |
8/5/2024 | 5th Street Advisors LLC | 463,632 | $21.51M | 11.2% | +2.8% | 5.089% | |
8/2/2024 | Vawter Financial Ltd. | 6,730 | $312K | 0.2% | +6.8% | 0.074% | |
8/2/2024 | Tortoise Investment Management LLC | 14,515 | $673K | 0.1% | -38.5% | 0.159% | |
8/1/2024 | Interchange Capital Partners LLC | 24,142 | $1.12M | 0.4% | N/A | 0.265% | |
7/30/2024 | Lodestar Private Asset Management LLC | 17,166 | $796K | 0.1% | +15.9% | 0.188% | |
7/29/2024 | FAS Wealth Partners Inc. | 24,119 | $1.12M | 0.1% | +1.2% | 0.265% | |
7/16/2024 | Lodestone Wealth Management LLC | 22,056 | $1.02M | 0.5% | +1.2% | 0.242% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 677,088 | $31.41M | 0.1% | N/A | 7.432% | |
7/15/2024 | Transform Wealth LLC | 109,371 | $5.07M | 0.4% | +1.6% | 1.201% | |
7/10/2024 | CWM LLC | 71,643 | $3.32M | 0.0% | +30.0% | 0.786% | |
7/9/2024 | Lowe Wealth Advisors LLC | 22,538 | $1.05M | 0.5% | -14.4% | 0.247% | |
5/16/2024 | Waverly Advisors LLC | 100,748 | $4.69M | 0.1% | N/A | 1.106% | |
5/14/2024 | EP Wealth Advisors LLC | 949,235 | $44.17M | 0.5% | +8.0% | 10.420% | |
5/10/2024 | Osaic Holdings Inc. | 252,996 | $11.76M | 0.0% | +22.5% | 2.839% | |
5/4/2024 | Noesis Capital Mangement Corp | 72,250 | $3.36M | 0.7% | -1.4% | 0.811% | |
5/2/2024 | USAdvisors Wealth Management LLC | 7,557 | $352K | 0.1% | +3.5% | 0.085% | |
5/1/2024 | 5th Street Advisors LLC | 451,207 | $21.00M | 11.9% | +18.8% | 5.064% | |
4/30/2024 | Lodestone Wealth Management LLC | 21,800 | $1.01M | 0.5% | +1.1% | 0.245% | |
4/30/2024 | Beam Wealth Advisors Inc. | 30,190 | $1.41M | 0.8% | +1.1% | 0.339% | |
4/30/2024 | SkyOak Wealth LLC | 83,056 | $3.87M | 0.9% | +187.4% | 0.932% | |
4/29/2024 | FAS Wealth Partners Inc. | 23,838 | $1.11M | 0.1% | +1.1% | 0.268% | |
4/25/2024 | Lodestar Private Asset Management LLC | 14,805 | $689K | 0.1% | -3.7% | 0.166% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 169,454 | $7.89M | 3.9% | +97.4% | 1.906% | |
4/18/2024 | Park Place Capital Corp | 3,785 | $176K | 0.1% | +12.1% | 0.043% | |
4/16/2024 | Norway Savings Bank | 67,939 | $3.16M | 1.3% | +29.6% | 0.764% | |
4/16/2024 | Transform Wealth LLC | 107,617 | $5.01M | 0.5% | +1.7% | 1.211% | |
4/10/2024 | LexAurum Advisors LLC | 16,122 | $750K | 0.2% | +5.0% | 0.181% | |
4/9/2024 | Lowe Wealth Advisors LLC | 26,315 | $1.22M | 0.6% | +1.6% | 0.471% | |
2/29/2024 | Tortoise Investment Management LLC | 25,185 | $1.17M | 0.2% | -2.7% | 0.451% | |
2/28/2024 | EP Wealth Advisors LLC | 879,237 | $40.93M | 0.5% | +8.5% | 15.729% | |
2/13/2024 | Platform Technology Partners | 69,670 | $3.23M | 1.3% | +154.3% | 1.246% | |
2/12/2024 | Tradition Wealth Management LLC | 252,899 | $11.77M | 1.3% | +18.2% | 4.524% | |
2/12/2024 | 5th Street Advisors LLC | 379,843 | $17.68M | 10.9% | -2.6% | 6.795% | |
2/12/2024 | Stifel Financial Corp | 123,822 | $5.76M | 0.0% | N/A | 2.215% | |
2/9/2024 | Milestone Investment Advisors LLC | 30,147 | $1.40M | 0.4% | +39.7% | 0.539% | |
2/9/2024 | D.A. Davidson & CO. | 44,075 | $2.05M | 0.0% | -1.0% | 0.788% | |
2/8/2024 | Tortoise Investment Management LLC | 25,185 | $1.17M | 0.2% | -2.7% | 0.451% | |
2/7/2024 | Roof Eidam Maycock Peralta LLC | 348,952 | $16.24M | 4.9% | +0.7% | 6.242% | |
2/6/2024 | Noesis Capital Mangement Corp | 73,250 | $3.41M | 0.8% | -2.1% | 1.310% | |
2/5/2024 | First Ascent Asset Management LLC | 24,920 | $1.16M | 0.1% | +6.7% | 0.446% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 85,831 | $4.00M | 3.1% | N/A | 1.535% | |
2/5/2024 | Sargent Investment Group LLC | 7,265 | $338K | 0.1% | -17.2% | 0.130% | |
2/1/2024 | CWM LLC | 14,165 | $659K | 0.0% | N/A | 0.253% | |
1/31/2024 | Beam Wealth Advisors Inc. | 29,863 | $1.39M | 0.9% | -16.8% | 0.534% | |
1/30/2024 | Scissortail Wealth Management LLC | 27,924 | $1.30M | 0.4% | N/A | 0.500% | |
1/29/2024 | Lodestar Private Asset Management LLC | 15,372 | $716K | 0.1% | -11.6% | 0.275% | |
1/24/2024 | Park Place Capital Corp | 3,375 | $157K | 0.1% | -34.1% | 0.060% | |
1/23/2024 | StrategIQ Financial Group LLC | 78,188 | $3.64M | 0.4% | +33.5% | 1.399% | |
1/23/2024 | FAS Wealth Partners Inc. | 23,580 | $1.10M | 0.1% | +1.1% | 0.422% | |
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 |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 7,878 | $367K | 0.1% | N/A | 0.141% | |
1/12/2024 | Norway Savings Bank | 52,403 | $2.44M | 1.1% | +23.1% | 0.937% | |
1/12/2024 | SkyOak Wealth LLC | 28,901 | $1.35M | 0.4% | N/A | 0.517% | |
1/11/2024 | Ausdal Financial Partners Inc. | 25,388 | $1.18M | 0.1% | -23.9% | 0.454% | |
1/11/2024 | LexAurum Advisors LLC | 15,359 | $715K | 0.2% | +55.0% | 0.275% | |
1/5/2024 | Lowe Wealth Advisors LLC | 25,890 | $1.21M | 0.6% | +4.8% | 0.463% | |
11/24/2023 | EP Wealth Advisors LLC | 810,559 | $36.77M | 0.6% | +6,227.1% | 14.500% | |
11/13/2023 | Clearstead Advisors LLC | 1,288 | $58K | 0.0% | N/A | 0.023% | |
11/8/2023 | Ausdal Financial Partners Inc. | 33,351 | $1.51M | 0.2% | +11.6% | 0.597% | |
11/8/2023 | HighTower Advisors LLC | 303,215 | $13.75M | 0.0% | +16.1% | 5.424% | |