11/15/2024 | Abel Hall LLC | 29,000 | $469K | 0.3% | N/A | 0.034% | |
11/15/2024 | IHT Wealth Management LLC | 89,771 | $1.45M | 0.0% | +36.3% | 0.106% | |
11/14/2024 | Rockefeller Capital Management L.P. | 52,417 | $847K | 0.0% | -12.1% | 0.062% | |
11/14/2024 | CreativeOne Wealth LLC | 57,897 | $936K | 0.0% | +19.5% | 0.068% | |
11/13/2024 | Private Trust Co. NA | 3,636 | $59K | 0.0% | +37.9% | 0.004% | |
11/12/2024 | Garner Asset Management Corp | 51,646 | $835K | 0.4% | -5.4% | 0.061% | |
|
11/12/2024 | Centaurus Financial Inc. | 35,929 | $581K | 0.0% | -43.7% | 0.042% | |
11/12/2024 | Kingsview Wealth Management LLC | 74,293 | $1.20M | 0.0% | -5.3% | 0.087% | |
11/6/2024 | Kapstone Financial Advisors LLC | 11,990 | $193K | 0.1% | N/A | 0.014% | |
11/6/2024 | Kovack Advisors Inc. | 54,441 | $880K | 0.1% | +6.6% | 0.064% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,267 | $166K | 0.0% | N/A | 0.012% | |
11/5/2024 | Harbour Investments Inc. | 12,736 | $206K | 0.0% | -12.2% | 0.015% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 29,736 | $481K | 0.0% | +2.9% | 0.035% | |
11/4/2024 | Colonial River Investments LLC | 10,341 | $167K | 0.1% | -12.0% | 0.012% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,341 | $167K | 0.0% | -12.0% | 0.012% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 191,881 | $3.10M | 0.1% | +3.5% | 0.226% | |
10/29/2024 | Janney Montgomery Scott LLC | 289,606 | $4.68M | 0.0% | +17.2% | 0.341% | |
10/29/2024 | Chicago Partners Investment Group LLC | 37,852 | $608K | 0.0% | +11.1% | 0.045% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 17,830 | $288K | 0.0% | +8.9% | 0.021% | |
10/24/2024 | Investment Partners Asset Management Inc. | 69,583 | $1.12M | 0.9% | -6.1% | 0.082% | |
10/24/2024 | J.W. Cole Advisors Inc. | 58,575 | $947K | 0.0% | +110.2% | 0.069% | |
10/24/2024 | PFG Investments LLC | 77,718 | $1.26M | 0.1% | -8.6% | 0.091% | |
10/23/2024 | PSI Advisors LLC | 2,156 | $35K | 0.0% | +87.6% | 0.003% | |
10/22/2024 | International Assets Investment Management LLC | 8,691,874 | $1.40B | 0.2% | +4,967.0% | 10.227% | |
10/22/2024 | Private Advisor Group LLC | 91,717 | $1.48M | 0.0% | +3.2% | 0.108% | |
10/21/2024 | Foundations Investment Advisors LLC | 27,673 | $447K | 0.0% | +18.5% | 0.033% | |
10/21/2024 | Venture Visionary Partners LLC | 179,667 | $2.90M | 0.1% | +9.6% | 0.211% | |
10/21/2024 | Trilogy Capital Inc. | 52,484 | $848K | 0.0% | +5.7% | 0.062% | |
10/18/2024 | Raymond James & Associates | 318,249 | $5.14M | 0.0% | +29.2% | 0.374% | |
10/16/2024 | Good Life Advisors LLC | 22,274 | $360K | 0.0% | +108.1% | 0.026% | |
10/11/2024 | High Net Worth Advisory Group LLC | 94,839 | $1.53M | 0.4% | -26.0% | 0.112% | |
10/10/2024 | Koshinski Asset Management Inc. | 49,318 | $797K | 0.1% | +23.8% | 0.058% | |
10/9/2024 | Atlas Private Wealth Advisors | 268,307 | $4.34M | 0.6% | +4.7% | 0.316% | |
10/8/2024 | Brookstone Capital Management | 448,336 | $7.25M | 0.1% | +9.1% | 0.528% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 24,593 | $397K | 0.0% | +70.8% | 0.029% | |
10/7/2024 | Sandbox Financial Partners LLC | 51,362 | $830K | 0.3% | +17.6% | 0.060% | |
9/23/2024 | Centaurus Financial Inc. | 63,770 | $1.02M | 0.1% | -84.1% | 0.075% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 70,862 | $1.14M | 0.4% | +158.9% | 0.083% | |
8/28/2024 | RiverFront Investment Group LLC | 41,382 | $663K | 0.0% | +163.5% | 0.049% | |
8/22/2024 | Cetera Investment Advisers | 319,448 | $5.12M | 0.0% | +16.3% | 0.376% | |
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 |
8/19/2024 | B. Riley Wealth Advisors Inc. | 46,430 | $752K | 0.0% | -2.2% | 0.055% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,618 | $106K | 0.0% | -49.3% | 0.008% | |
8/16/2024 | NewEdge Advisors LLC | 116,762 | $1.87M | 0.0% | +5.6% | 0.137% | |
8/12/2024 | Garner Asset Management Corp | 54,616 | $876K | 0.4% | +12.6% | 0.064% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 185,315 | $2.97M | 0.1% | +4.6% | 0.218% | |
8/9/2024 | Retirement Planning Co of New England Inc. | 13,895 | $223K | 0.1% | +12.6% | 0.016% | |
8/8/2024 | J.W. Cole Advisors Inc. | 27,866 | $447K | 0.0% | -59.3% | 0.033% | |
8/8/2024 | Envestnet Asset Management Inc. | 199,605 | $3.20M | 0.0% | +27.8% | 0.235% | |
8/8/2024 | Wealthspire Advisors LLC | 142,000 | $2.28M | 0.0% | N/A | 0.167% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 334,724 | $5.37M | 1.9% | +0.5% | 0.394% | |
8/8/2024 | LPL Financial LLC | 2,503,601 | $40.13M | 0.0% | +25.0% | 2.946% | |
8/6/2024 | Chris Bulman Inc | 1,639 | $26K | 0.0% | N/A | 0.002% | |
8/5/2024 | Private Advisor Group LLC | 88,905 | $1.43M | 0.0% | +1.1% | 0.105% | |
7/31/2024 | Commonwealth Equity Services LLC | 44,708 | $717K | 0.0% | -35.3% | 0.053% | |
7/31/2024 | Rothschild Investment LLC | 3,300 | $53K | 0.0% | N/A | 0.004% | |
7/30/2024 | International Assets Investment Management LLC | 171,540 | $2.75M | 0.2% | -7.7% | 0.202% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 28,891 | $463K | 0.0% | +4.3% | 0.034% | |
7/26/2024 | WealthShield Partners LLC | 17,457 | $283K | 0.0% | -10.2% | 0.021% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 269,071 | $4.31M | 0.0% | -1.9% | 0.317% | |
7/26/2024 | AlphaStar Capital Management LLC | 197,263 | $3.19M | 0.3% | -12.8% | 0.232% | |
7/26/2024 | Bank of New York Mellon Corp | 13,996 | $224K | 0.0% | -30.4% | 0.016% | |
7/25/2024 | Institute for Wealth Management LLC. | 153,881 | $2.47M | 0.3% | +1.5% | 0.181% | |
7/22/2024 | Atria Wealth Solutions Inc. | 77,332 | $1.25M | 0.0% | -36.1% | 0.091% | |
7/22/2024 | Colonial River Wealth Management LLC | 11,749 | $188K | 0.1% | -7.9% | 0.014% | |
7/19/2024 | Western Wealth Management LLC | 12,989 | $208K | 0.0% | -18.8% | 0.015% | |
7/19/2024 | Raymond James & Associates | 246,348 | $3.95M | 0.0% | +3.2% | 0.290% | |
7/18/2024 | Brookstone Capital Management | 411,102 | $6.67M | 0.1% | -2.3% | 0.484% | |
7/17/2024 | High Net Worth Advisory Group LLC | 128,164 | $2.06M | 0.6% | +13.6% | 0.151% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 14,402 | $231K | 0.0% | N/A | 0.017% | |
7/12/2024 | Atlas Private Wealth Advisors | 256,224 | $4.11M | 0.7% | +81.9% | 0.301% | |
7/12/2024 | Accel Wealth Management | 24,592 | $394K | 0.2% | -6.3% | 0.029% | |
7/9/2024 | Investment Partners Asset Management Inc. | 74,142 | $1.19M | 1.1% | -6.7% | 0.087% | |
5/24/2024 | Cetera Advisors LLC | 47,308 | $800K | 0.0% | +70.5% | 0.056% | |
5/24/2024 | Cetera Investment Advisers | 274,729 | $4.65M | 0.0% | +1,045.4% | 0.323% | |
5/17/2024 | Garner Asset Management Corp | 48,524 | $821K | 0.4% | N/A | 0.057% | |
5/17/2024 | Comerica Bank | 16,113 | $272K | 0.0% | +39.3% | 0.019% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 47,487 | $810K | 0.0% | -7.4% | 0.056% | |
5/14/2024 | CreativeOne Wealth LLC | 37,368 | $632K | 0.0% | +62.7% | 0.044% | |
5/10/2024 | Osaic Holdings Inc. | 489,960 | $8.29M | 0.0% | +15.8% | 0.576% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 333,012 | $5.63M | 2.1% | +15.7% | 0.392% | |
5/9/2024 | Kingsview Wealth Management LLC | 79,500 | $1.34M | 0.0% | -5.6% | 0.094% | |
5/9/2024 | Koshinski Asset Management Inc. | 38,543 | $652K | 0.1% | N/A | 0.045% | |
5/8/2024 | Avantax Advisory Services Inc. | 126,281 | $2.14M | 0.0% | +9.2% | 0.149% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 12,341 | $209K | 0.1% | N/A | 0.015% | |
5/2/2024 | RiverFront Investment Group LLC | 15,706 | $266K | 0.0% | N/A | 0.018% | |
5/2/2024 | FinTrust Capital Advisors LLC | 191,210 | $3.23M | 0.6% | -1.8% | 0.225% | |
5/1/2024 | Janney Montgomery Scott LLC | 350,838 | $5.93M | 0.0% | +14.0% | 0.413% | |
4/30/2024 | Private Advisor Group LLC | 87,960 | $1.49M | 0.0% | -4.0% | 0.104% | |
4/30/2024 | J.W. Cole Advisors Inc. | 68,416 | $1.16M | 0.1% | -2.5% | 0.081% | |
4/30/2024 | Commonwealth Equity Services LLC | 69,128 | $1.17M | 0.0% | -28.2% | 0.082% | |
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 |
4/26/2024 | Mesirow Financial Investment Management Inc. | 177,245 | $3.00M | 0.1% | N/A | 0.211% | |
4/25/2024 | Triumph Capital Management | 18,301 | $309K | 0.1% | +32.1% | 0.022% | |
4/25/2024 | Eudaimonia Partners LLC | 36,833 | $623K | 0.1% | N/A | 0.044% | |
4/25/2024 | Eudaimonia Advisors LLC | 25,506 | $431K | 0.2% | N/A | 0.030% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 274,415 | $4.64M | 0.0% | -0.4% | 0.326% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 27,375 | $463K | 0.2% | +37.1% | 0.033% | |
4/23/2024 | Sage Mountain Advisors LLC | 5,249 | $89K | 0.0% | N/A | 0.006% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 27,701 | $468K | 0.0% | +34.5% | 0.033% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 439,770 | $7.44M | 0.0% | +3.5% | 0.522% | |
4/22/2024 | PFG Investments LLC | 84,445 | $1.43M | 0.1% | +637.3% | 0.100% | |