8/20/2025 | North Dallas Bank & Trust Co. | 1,685 | $602K | 0.5% | N/A | 0.000% | |
8/19/2025 | Anchor Investment Management LLC | 1,125 | $402K | 0.0% | -16.4% | 0.000% | |
8/16/2025 | Winslow Asset Management Inc. | 28,186 | $10.06M | 2.0% | +0.7% | 0.007% | |
8/15/2025 | SkyView Investment Advisors LLC | 842 | $300K | 0.0% | N/A | 0.000% | |
8/15/2025 | State of Tennessee Department of Treasury | 137,621 | $49.13M | 0.2% | -7.9% | 0.035% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 33,118 | $11.82M | 0.9% | +4.1% | 0.009% | |
8/15/2025 | Captrust Financial Advisors | 60,289 | $21.52M | 0.0% | -0.5% | 0.015% | |
8/15/2025 | WFA of San Diego LLC | 100 | $36K | 0.0% | N/A | 0.000% | |
8/15/2025 | Tandem Wealth Advisors LLC | 2,216 | $791K | 0.4% | +70.1% | 0.001% | |
8/15/2025 | LM Advisors LLC | 2,870 | $1.03M | 0.1% | -66.5% | 0.001% | |
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8/15/2025 | Harvest Investment Advisors LLC | 988 | $353K | 0.2% | N/A | 0.000% | |
8/15/2025 | George Kaiser Family Foundation | 1,425 | $509K | 0.1% | +50.5% | 0.000% | |
8/14/2025 | Vista Capital Partners Inc. | 725 | $259K | 0.0% | N/A | 0.000% | |
8/14/2025 | Worldquant Millennium Advisors LLC | 59,337 | $21.18M | 0.1% | -45.2% | 0.015% | |
8/14/2025 | Seven Mile Advisory | 568 | $203K | 0.1% | N/A | 0.000% | |
8/14/2025 | Doheny Asset Management CA | 6,044 | $2.16M | 1.5% | +533.5% | 0.002% | |
8/14/2025 | Heritage Wealth Management Inc. | 8,441 | $3.01M | 1.0% | -9.6% | 0.002% | |
8/14/2025 | Integrated Investment Consultants LLC | 1,383 | $494K | 0.1% | -45.7% | 0.000% | |
8/14/2025 | Resolute Capital Asset Partners LLC | 22,500 | $8.03M | 4.2% | N/A | 0.006% | |
8/14/2025 | SVB Wealth LLC | 31,220 | $11.15M | 0.6% | -26.9% | 0.008% | |
8/14/2025 | Cary Street Partners Financial LLC | 10,072 | $3.60M | 0.1% | -3.1% | 0.003% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 2,970 | $1.06M | 0.5% | +19.9% | 0.001% | |
8/13/2025 | Beutel Goodman & Co Ltd. | 9,153 | $3.27M | 0.0% | -10.8% | 0.002% | |
8/13/2025 | Baird Financial Group Inc. | 370,531 | $132.28M | 0.2% | +8.8% | 0.095% | |
8/13/2025 | Crescent Grove Advisors LLC | 2,328 | $831K | 0.1% | +25.4% | 0.001% | |
8/13/2025 | EverSource Wealth Advisors LLC | 3,174 | $1.13M | 0.1% | +29.8% | 0.001% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 286 | $104K | 0.0% | N/A | 0.000% | |
8/13/2025 | Nicolet Bankshares Inc. | 5,774 | $2.06M | 0.4% | +5.5% | 0.001% | |
8/13/2025 | AMJ Financial Wealth Management | 1,925 | $687K | 0.2% | -92.2% | 0.000% | |
8/13/2025 | Holos Integrated Wealth LLC | 240 | $87K | 0.1% | -26.2% | 0.000% | |
8/13/2025 | Estabrook Capital Management | 26,376 | $9.42M | 1.4% | -0.2% | 0.007% | |
8/13/2025 | BLI Banque de Luxembourg Investments | 15,440 | $5.45M | 0.2% | -28.3% | 0.004% | |
8/13/2025 | Colonial Trust Advisors | 45,396 | $16.21M | 1.3% | -2.1% | 0.012% | |
8/13/2025 | Virtue Capital Management LLC | 1,322 | $472K | 0.1% | -19.1% | 0.000% | |
8/13/2025 | Correct Capital Wealth Management | 3,446 | $1.23M | 0.2% | +2.4% | 0.001% | |
8/12/2025 | RiverFront Investment Group LLC | 2,072 | $740K | 0.0% | +52.8% | 0.001% | |
8/12/2025 | Weitzel Financial Services Inc. | 748 | $269K | 0.1% | N/A | 0.000% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 1,331 | $475K | 0.0% | +42.7% | 0.000% | |
8/12/2025 | Intellus Advisors LLC | 815 | $291K | 0.0% | -3.3% | 0.000% | |
8/12/2025 | Waterloo Capital L.P. | 5,619 | $2.01M | 0.2% | +15.8% | 0.001% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
8/12/2025 | Pring Turner Capital Group Inc. | 11,546 | $4.12M | 2.7% | -1.1% | 0.003% | |
8/12/2025 | J. L. Bainbridge & Co. Inc. | 161,002 | $57.48M | 5.2% | -1.5% | 0.041% | |
8/12/2025 | Nemes Rush Group LLC | 51,747 | $18.47M | 2.0% | -33.5% | 0.013% | |
8/12/2025 | Bowen Hanes & Co. Inc. | 197,775 | $70.60M | 1.8% | +1.7% | 0.051% | |
8/12/2025 | Rhumbline Advisers | 689,912 | $246.29M | 0.2% | -1.5% | 0.177% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 1,269 | $453K | 0.1% | +16.5% | 0.000% | |
8/12/2025 | Mediolanum International Funds Ltd | 106,114 | $37.48M | 0.4% | +93.4% | 0.027% | |
8/11/2025 | Alteri Wealth LLC | 2,120 | $757K | 0.3% | -7.9% | 0.001% | |
8/11/2025 | Dorsey Wright & Associates | 664 | $237K | 0.1% | N/A | 0.000% | |
8/11/2025 | Diversified Portfolios Inc. | 681 | $243K | 0.0% | N/A | 0.000% | |
8/11/2025 | Invenio Wealth Partners LLC | 951 | $339K | 0.1% | +29.2% | 0.000% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 3,343 | $1.19M | 0.2% | +4.6% | 0.001% | |
8/11/2025 | Capital Square LLC | 3,899 | $1.41M | 0.7% | -9.3% | 0.001% | |
8/11/2025 | Landaas & Co. WI ADV | 1,268 | $453K | 0.1% | -14.7% | 0.000% | |
8/11/2025 | Rothschild Investment LLC | 17,302 | $6.18M | 0.4% | +13.1% | 0.004% | |
8/8/2025 | MTM Investment Management LLC | 4,773 | $1.70M | 0.6% | +4.3% | 0.001% | |
8/8/2025 | SG Americas Securities LLC | 183,204 | $65.40M | 0.3% | +12.5% | 0.047% | |
8/8/2025 | Renasant Bank | 1,101 | $393K | 0.3% | -70.2% | 0.000% | |
8/7/2025 | Cambridge Financial Group Inc. | 16,530 | $5.90M | 3.0% | -26.7% | 0.004% | |
8/7/2025 | Rathbones Group PLC | 26,994 | $9.64M | 0.0% | -0.7% | 0.007% | |
8/6/2025 | Nvwm LLC | 10,635 | $3.80M | 0.9% | +2.6% | 0.003% | |
8/6/2025 | First Horizon Advisors Inc. | 4,188 | $1.50M | 0.0% | +2.0% | 0.001% | |
8/5/2025 | Crestwood Advisors Group LLC | 15,165 | $5.41M | 0.1% | +0.6% | 0.004% | |
8/5/2025 | NewSquare Capital LLC | 246 | $88K | 0.0% | +117.7% | 0.000% | |
8/5/2025 | Sumitomo Life Insurance Co. | 12,161 | $4.34M | 0.3% | -3.9% | 0.003% | |
8/4/2025 | Amalgamated Bank | 77,525 | $27.68M | 0.2% | -4.2% | 0.020% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 2,150 | $768K | 0.7% | +321.6% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 4,827 | $1.72M | 0.1% | +23.8% | 0.001% | |
8/1/2025 | FSA Advisors Inc. | 773 | $276K | 0.2% | -10.0% | 0.000% | |
8/1/2025 | Rossby Financial LCC | 1,566 | $559K | 0.2% | +4.2% | 0.000% | |
8/1/2025 | Transcend Capital Advisors LLC | 12,113 | $4.32M | 0.3% | -6.2% | 0.003% | |
8/1/2025 | MorganRosel Wealth Management LLC | 2,668 | $952K | 0.3% | -29.5% | 0.001% | |
7/31/2025 | Leavell Investment Management Inc. | 11,272 | $4.02M | 0.2% | -6.1% | 0.003% | |
7/31/2025 | BIP Wealth LLC | 1,121 | $400K | 0.0% | +6.2% | 0.000% | |
7/31/2025 | Peterson Wealth Services | 9,556 | $3.41M | 0.9% | +2.4% | 0.002% | |
7/31/2025 | MN Wealth Advisors LLC | 1,412 | $504K | 0.3% | +21.0% | 0.000% | |
7/31/2025 | West Michigan Advisors LLC | 12,406 | $4.43M | 1.2% | +2.5% | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 643 | $230K | 0.0% | N/A | 0.000% | |
7/31/2025 | Gill Capital Partners LLC | 645 | $230K | 0.1% | N/A | 0.000% | |
7/30/2025 | Strategic Blueprint LLC | 4,761 | $1.70M | 0.1% | +7.3% | 0.001% | |
7/30/2025 | Meadow Creek Wealth Advisors LLC | 4,897 | $1.75M | 1.2% | -4.9% | 0.001% | |
7/30/2025 | Greatmark Investment Partners Inc. | 873 | $312K | 0.0% | N/A | 0.000% | |
7/30/2025 | Cullen Frost Bankers Inc. | 153,401 | $54.76M | 0.7% | +2.8% | 0.039% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 111,861 | $39.93M | 0.9% | +2.2% | 0.029% | |
7/30/2025 | Whittier Trust Co. | 272,608 | $97.32M | 1.2% | +6.2% | 0.070% | |
7/30/2025 | Bogart Wealth LLC | 2,526 | $902K | 0.0% | -11.6% | 0.001% | |
7/30/2025 | Princeton Global Asset Management LLC | 21,498 | $7.68M | 1.4% | +1.0% | 0.005% | |
7/29/2025 | Lyell Wealth Management LP | 975 | $348K | 0.0% | +3.2% | 0.000% | |
7/29/2025 | Salomon & Ludwin LLC | 172 | $62K | 0.0% | +142.3% | 0.000% | |
7/29/2025 | Curbstone Financial Management Corp | 2,004 | $715K | 0.1% | -7.0% | 0.001% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
7/29/2025 | Foster & Motley Inc. | 4,990 | $1.78M | 0.1% | +2.0% | 0.001% | |
7/29/2025 | Hartline Investment Corp | 13,185 | $4.71M | 0.5% | +414.6% | 0.003% | |
7/29/2025 | Private Trust Co. NA | 9,561 | $3.41M | 0.3% | +11.4% | 0.002% | |
7/28/2025 | Callahan Advisors LLC | 23,668 | $8.45M | 0.8% | +15.1% | 0.006% | |
7/28/2025 | Davidson Investment Advisors | 82,922 | $29.60M | 1.3% | +1.6% | 0.021% | |
7/28/2025 | Rosenberg Matthew Hamilton | 1,411 | $504K | 0.1% | +37.0% | 0.000% | |
7/28/2025 | J.Safra Asset Management Corp | 961 | $339K | 0.0% | +15.5% | 0.000% | |
7/28/2025 | Boston Trust Walden Corp | 3,521 | $1.26M | 0.0% | +32.4% | 0.001% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 30,059 | $10.73M | 0.5% | +4.3% | 0.008% | |
7/24/2025 | Mengis Capital Management Inc. | 4,238 | $1.51M | 0.3% | +10.9% | 0.001% | |