11/15/2024 | Orion Portfolio Solutions LLC | 120,057 | $3.47M | 0.1% | -29.5% | 4.070% | |
11/4/2024 | Beam Wealth Advisors Inc. | 379,796 | $10.99M | 3.3% | +2.9% | 12.874% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 30,467 | $882K | 0.7% | +133.5% | 1.033% | |
10/28/2024 | Austin Wealth Management LLC | 40,064 | $1.18M | 0.3% | +4.4% | 1.358% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 17,800 | $515K | 0.1% | -30.3% | 0.603% | |
10/15/2024 | Magnus Financial Group LLC | 36,124 | $1.05M | 0.1% | +6.5% | 1.225% | |
|
10/7/2024 | Miracle Mile Advisors LLC | 108,144 | $3.13M | 0.1% | -66.6% | 3.666% | |
8/7/2024 | Beam Wealth Advisors Inc. | 369,062 | $10.06M | 3.3% | N/A | 12.511% | |
8/2/2024 | Magnus Financial Group LLC | 33,928 | $924K | 0.1% | +10.7% | 1.150% | |
7/31/2024 | Essex Financial Services Inc. | 64,656 | $1.76M | 0.1% | +13.4% | 2.192% | |
7/29/2024 | FAS Wealth Partners Inc. | 6,249 | $170K | 0.0% | +48.6% | 0.212% | |
7/26/2024 | Harbour Investments Inc. | 5,858 | $160K | 0.0% | -11.3% | 0.199% | |
7/22/2024 | Atria Wealth Solutions Inc. | 38,041 | $1.04M | 0.0% | +8.3% | 1.290% | |
7/18/2024 | Miracle Mile Advisors LLC | 323,619 | $8.82M | 0.2% | -16.2% | 10.970% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 13,049 | $356K | 0.3% | N/A | 0.442% | |
7/12/2024 | Capital Investment Advisors LLC | 24,029 | $655K | 0.0% | -2.0% | 0.815% | |
7/11/2024 | Worth Asset Management LLC | 18,068 | $492K | 0.3% | N/A | 0.612% | |
5/23/2024 | Austin Wealth Management LLC | 34,705 | $960K | 0.2% | +31.0% | 1.176% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 27,139 | $735K | 0.2% | -81.4% | 0.905% | |
5/9/2024 | Orion Portfolio Solutions LLC | 159,967 | $4.34M | 0.0% | +14.2% | 5.332% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,016 | $488K | 0.0% | -25.8% | 0.601% | |
5/7/2024 | Benedetti & Gucer Inc. | 359,046 | $9.73M | 4.8% | +7.9% | 11.968% | |
4/24/2024 | Essex Financial Services Inc. | 57,041 | $1.55M | 0.1% | -21.5% | 1.901% | |
4/18/2024 | Miracle Mile Advisors LLC | 386,019 | $10.46M | 0.3% | -27.5% | 12.867% | |
2/21/2024 | Austin Wealth Management LLC | 26,489 | $673K | 0.2% | -3.1% | 0.736% | |
2/9/2024 | Orion Portfolio Solutions LLC | 140,051 | $3.57M | 0.0% | +20.1% | 3.890% | |
2/9/2024 | Journey Strategic Wealth LLC | 25,345 | $647K | 0.0% | +122.7% | 0.704% | |
2/7/2024 | Avantax Advisory Services Inc. | 24,275 | $620K | 0.0% | -6.0% | 0.674% | |
2/6/2024 | Essex Financial Services Inc. | 72,649 | $1.86M | 0.2% | -12.8% | 2.018% | |
2/5/2024 | Magnus Financial Group LLC | 28,698 | $733K | 0.1% | +30.9% | 0.797% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,864 | $942K | 0.0% | -5.8% | 1.024% | |
1/29/2024 | Altus Wealth Group LLC | 25,744 | $658K | 0.4% | +2.8% | 0.715% | |
1/24/2024 | Stratos Wealth Partners LTD. | 43,728 | $1.12M | 0.0% | -52.1% | 1.215% | |
1/22/2024 | Miracle Mile Advisors LLC | 532,383 | $13.60M | 0.4% | N/A | 14.788% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 97,558 | $2.49M | 0.0% | N/A | 2.710% | |
1/5/2024 | Capital Investment Advisors LLC | 22,724 | $580K | 0.0% | -9.2% | 0.631% | |
12/5/2023 | Austin Wealth Management LLC | 27,345 | $704K | 0.2% | N/A | 0.760% | |
11/16/2023 | Smart Portfolios LLC | 65,139 | $1.65M | 3.0% | -0.9% | 1.809% | |
11/16/2023 | Essex Financial Services Inc. | 83,342 | $2.11M | 0.2% | -15.4% | 2.315% | |
11/13/2023 | Mariner LLC | 26,122 | $662K | 0.0% | -8.8% | 0.726% | |
Buffett’s Selling Out: Is Your 401(k) About to Get Wiped Out? (Ad) Let me share something important with you. Just a few weeks ago, Warren Buffett unloaded $932 million worth of bank stocks. He didn't do it on a whim—he knows something big is coming.
The question is: Why aren't you taking action, too? Click Here For Your Free Guide |
11/13/2023 | LPL Financial LLC | 684,090 | $17.33M | 0.0% | -18.6% | 19.003% | |
11/8/2023 | Journey Strategic Wealth LLC | 11,380 | $288K | 0.0% | N/A | 0.316% | |
11/8/2023 | Atria Wealth Solutions Inc. | 39,152 | $992K | 0.0% | -1.3% | 1.088% | |
11/8/2023 | Avantax Advisory Services Inc. | 25,824 | $654K | 0.0% | -3.2% | 0.717% | |
11/2/2023 | Benedetti & Gucer Inc. | 315,384 | $7.99M | 4.4% | -0.9% | 8.761% | |
11/1/2023 | Orion Portfolio Solutions LLC | 116,652 | $2.96M | 0.0% | +14.5% | 3.240% | |
10/24/2023 | Stratos Wealth Partners LTD. | 91,258 | $2.31M | 0.0% | -33.8% | 2.535% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 140,705 | $3.56M | 0.9% | -1.5% | 3.908% | |
10/23/2023 | FAS Wealth Partners Inc. | 4,203 | $106K | 0.0% | -49.1% | 0.117% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 13,923 | $353K | 0.1% | +6.0% | 0.387% | |
10/16/2023 | Capital Investment Advisors LLC | 25,031 | $634K | 0.0% | -3.7% | 0.695% | |
10/11/2023 | Worth Asset Management LLC | 51,827 | $1.31M | 1.1% | N/A | 1.440% | |
8/10/2023 | Meitav Investment House Ltd. | 18,200 | $539K | 0.0% | N/A | 0.506% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,566 | $264K | 0.0% | -49.8% | 0.294% | |
8/9/2023 | Lokken Investment Group LLC | 79,613 | $1.99M | 1.3% | -27.0% | 2.211% | |
8/9/2023 | Essex Financial Services Inc. | 98,517 | $2.46M | 0.3% | -15.0% | 2.737% | |
8/3/2023 | Altus Wealth Group LLC | 25,820 | $645K | 0.4% | +2.6% | 0.717% | |
7/31/2023 | LPL Financial LLC | 840,130 | $21.00M | 0.0% | -6.9% | 23.337% | |
7/31/2023 | WealthPLAN Partners LLC | 2,558 | $64K | 0.0% | -98.2% | 0.071% | |
7/24/2023 | Meitav Investment House Ltd. | 18,200 | $539K | 0.0% | N/A | 0.375% | |
7/20/2023 | Benedetti & Gucer Inc. | 318,205 | $7.95M | 4.1% | -8.8% | 6.561% | |
7/19/2023 | Magnus Financial Group LLC | 19,174 | $479K | 0.1% | +24.6% | 0.395% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 142,882 | $3.57M | 0.9% | +4.3% | 2.946% | |
7/18/2023 | Stratos Wealth Partners LTD. | 137,917 | $3.45M | 0.1% | +14.3% | 2.844% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 13,132 | $328K | 0.1% | +6.7% | 0.271% | |
7/14/2023 | Smart Portfolios LLC | 65,702 | $1.64M | 2.9% | N/A | 1.355% | |
5/11/2023 | Consolidated Portfolio Review Corp | 15,578 | $393K | 0.1% | N/A | 0.321% | |
5/10/2023 | Magnus Financial Group LLC | 15,394 | $389K | 0.1% | +18.2% | 0.317% | |
5/10/2023 | LPL Financial LLC | 902,619 | $22.79M | 0.0% | +17.2% | 18.611% | |
5/10/2023 | WealthPLAN Partners LLC | 143,211 | $3.62M | 0.4% | -35.6% | 2.953% | |
5/9/2023 | Lionsbridge Wealth Management LLC | 93,907 | $2.37M | 2.2% | -1.8% | 1.936% | |
5/9/2023 | Lokken Investment Group LLC | 109,020 | $2.75M | 2.1% | +2.5% | 2.248% | |
5/8/2023 | WealthPlan Investment Management LLC | 73,920 | $1.87M | 0.3% | -66.8% | 1.524% | |
5/1/2023 | Altus Wealth Group LLC | 25,174 | $636K | 0.4% | -70.7% | 0.519% | |
4/28/2023 | Avantax Advisory Services Inc. | 28,666 | $724K | 0.0% | +12.6% | 0.591% | |
4/28/2023 | Sentinel Pension Advisors Inc. | 137,026 | $3.52M | 0.9% | +8.9% | 2.825% | |
4/27/2023 | Stratos Wealth Partners LTD. | 120,636 | $3.05M | 0.1% | -17.6% | 2.487% | |
4/27/2023 | Benedetti & Gucer Inc. | 349,088 | $8.81M | 5.1% | -48.9% | 7.198% | |
4/20/2023 | Patriot Financial Group Insurance Agency LLC | 12,308 | $311K | 0.1% | +8.4% | 0.254% | |
4/13/2023 | Lion Street Advisors LLC | 10,632 | $268K | 0.1% | N/A | 0.192% | |
2/16/2023 | WealthPLAN Partners LLC | 222,437 | $5.71M | 0.4% | N/A | 3.993% | |
2/13/2023 | Atria Wealth Solutions Inc. | 39,294 | $975K | 0.0% | -43.8% | 0.705% | |
2/10/2023 | Moors & Cabot Inc. | 14,186 | $352K | 0.0% | -25.7% | 0.255% | |
2/8/2023 | Orion Portfolio Solutions LLC | 78,372 | $1.94M | 0.1% | +24.2% | 1.407% | |
2/7/2023 | LPL Financial LLC | 769,967 | $19.10M | 0.0% | -12.2% | 13.823% | |
2/7/2023 | Envestnet Asset Management Inc. | 18,870 | $468K | 0.0% | -12.0% | 0.339% | |
2/7/2023 | Lionsbridge Wealth Management LLC | 95,612 | $2.37M | 2.3% | +222.2% | 1.717% | |
2/7/2023 | Moors & Cabot Inc. | 14,186 | $352K | 0.0% | -25.7% | 0.255% | |
2/6/2023 | Sentinel Pension Advisors Inc. | 125,808 | $3.12M | 1.0% | +5.0% | 2.259% | |
2/2/2023 | Magnus Financial Group LLC | 13,029 | $323K | 0.1% | -12.9% | 0.234% | |
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 |
2/1/2023 | FAS Wealth Partners | 8,408 | $209K | 0.0% | +82.1% | 0.151% | |
1/23/2023 | Benedetti & Gucer Inc. | 683,206 | $16.94M | 12.4% | +0.4% | 12.422% | |
1/18/2023 | Altus Wealth Group LLC | 85,994 | $2.13M | 1.6% | N/A | 1.572% | |
1/13/2023 | Worth Asset Management LLC | 50,507 | $1.25M | 0.9% | N/A | 0.910% | |
1/5/2023 | Capital Investment Advisors LLC | 25,425 | $631K | 0.0% | +23.4% | 0.460% | |
12/12/2022 | WealthPlan Investment Management LLC | 318,537 | $7.98M | 0.6% | N/A | 5.739% | |
11/15/2022 | Oxler Private Wealth LLC | 1,520 | $172K | 0.1% | N/A | 0.027% | |
11/15/2022 | Signature Securities Group Corporation | 3,558 | $81K | 0.0% | N/A | 0.063% | |
11/14/2022 | Lokken Investment Group LLC | 108,487 | $2.47M | 2.1% | -0.9% | 1.955% | |
11/14/2022 | MML Investors Services LLC | 16,612 | $378K | 0.0% | +4.7% | 0.299% | |