| 8/15/2025 | Orion Porfolio Solutions LLC | 42,836 | $1.58M | 0.0% | +145.2% | 0.974% | |
| 8/15/2025 | MML Investors Services LLC | 25,407 | $935K | 0.0% | -18.0% | 0.577% | |
| 8/15/2025 | IHT Wealth Management LLC | 92,511 | $3.40M | 0.1% | -15.7% | 2.103% | |
| 8/14/2025 | Raymond James Financial Inc. | 359,421 | $13.22M | 0.0% | +0.9% | 8.169% | |
| 8/14/2025 | Betterment LLC | 25,393 | $934K | 0.0% | +13.2% | 0.577% | |
| 8/13/2025 | SageView Advisory Group LLC | 43,489 | $1.63M | 0.1% | +7.5% | 0.988% | |
| 8/13/2025 | Trek Financial LLC | 8,344 | $307K | 0.0% | -29.8% | 0.190% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 1,698 | $62K | 0.0% | +52.2% | 0.039% | |
| 8/8/2025 | Cetera Investment Advisers | 34,923 | $1.29M | 0.0% | -3.7% | 0.794% | |
| 8/8/2025 | WealthShield Partners LLC | 888 | $33K | 0.0% | -50.2% | 0.020% | |
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| 8/7/2025 | Allworth Financial LP | 52,956 | $1.95M | 0.0% | +2.7% | 1.204% | |
| 8/6/2025 | AE Wealth Management LLC | 25,316 | $931K | 0.0% | -11.4% | 0.575% | |
| 8/5/2025 | Continuum Wealth Advisors LLC | 5,747 | $211K | 0.1% | N/A | 0.131% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 203,379 | $7.48M | 0.7% | +7.4% | 4.622% | |
| 8/4/2025 | Savvy Advisors Inc. | 9,555 | $351K | 0.0% | N/A | 0.217% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 49,626 | $1.83M | 0.0% | -9.7% | 1.128% | |
| 7/30/2025 | Brookstone Capital Management | 57,368 | $2.11M | 0.0% | -96.4% | 1.304% | |
| 7/30/2025 | IMG Wealth Management Inc. | 61,877 | $2.28M | 1.8% | +1.3% | 1.406% | |
| 7/28/2025 | Harbour Investments Inc. | 21,827 | $803K | 0.0% | -13.9% | 0.496% | |
| 7/28/2025 | RFG Advisory LLC | 13,381 | $492K | 0.0% | -9.9% | 0.304% | |
| 7/25/2025 | Kellett Wealth Advisors LLC | 21,986 | $809K | 0.5% | -20.1% | 0.500% | |
| 7/25/2025 | CWM LLC | 111,576 | $4.10M | 0.0% | +28.0% | 2.536% | |
| 7/24/2025 | Vantage Point Financial LLC | 18,590 | $684K | 0.3% | +3.8% | 0.423% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,454 | $127K | 0.0% | -42.7% | 0.079% | |
| 7/21/2025 | Triad Wealth Partners LLC | 6,054 | $223K | 0.0% | N/A | 0.138% | |
| 7/18/2025 | Donald L. Hagan LLC | 53,555 | $1.97M | 1.0% | -1.4% | 1.217% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,785 | $397K | 0.0% | +10.2% | 0.245% | |
| 7/14/2025 | KFG Wealth Management LLC | 66,331 | $2.44M | 0.4% | -20.9% | 1.508% | |
| 7/9/2025 | Central Valley Advisors LLC | 47,407 | $1.74M | 0.6% | -2.9% | 1.077% | |
| 7/3/2025 | City Center Advisors LLC | 14,248 | $524K | 0.6% | -7.2% | 0.324% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 8,755 | $302K | 0.0% | -18.7% | 0.146% | |
| 5/16/2025 | Talon Private Wealth LLC | 947,916 | $32.76M | 4.4% | +243.8% | 15.851% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 63,458 | $2.19M | 0.6% | N/A | 1.061% | |
| 5/15/2025 | Betterment LLC | 22,429 | $775K | 0.0% | -7.6% | 0.375% | |
| 5/15/2025 | OLD Mission Capital LLC | 20,344 | $703K | 0.0% | N/A | 0.340% | |
| 5/14/2025 | Kestra Advisory Services LLC | 79,688 | $2.75M | 0.0% | -6.1% | 1.333% | |
| 5/13/2025 | Raymond James Financial Inc. | 356,296 | $12.31M | 0.0% | -4.4% | 5.958% | |
| 5/13/2025 | Compass Advisory Group LLC | 25,276 | $873K | 0.3% | -3.1% | 0.423% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 189,358 | $6.56M | 0.5% | +8.5% | 3.167% | |
| 5/9/2025 | Encompass More Asset Management | 167,849 | $5.80M | 1.7% | +1.7% | 2.831% | |
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| 5/8/2025 | Harbour Investments Inc. | 25,357 | $876K | 0.0% | -2.7% | 0.428% | |
| 5/8/2025 | Arkadios Wealth Advisors | 10,034 | $347K | 0.0% | N/A | 0.169% | |
| 5/7/2025 | LPL Financial LLC | 44,967 | $1.55M | 0.0% | +1.0% | 0.758% | |
| 5/6/2025 | Cetera Investment Advisers | 36,266 | $1.25M | 0.0% | +246.7% | 0.612% | |
| 5/6/2025 | AE Wealth Management LLC | 28,580 | $987K | 0.0% | -16.6% | 0.482% | |
| 5/1/2025 | CWM LLC | 87,161 | $3.01M | 0.0% | +98.9% | 1.470% | |
| 4/30/2025 | Allworth Financial LP | 51,557 | $1.76M | 0.0% | +59.1% | 0.869% | |
| 4/30/2025 | Trek Financial LLC | 11,888 | $411K | 0.0% | -48.0% | 0.200% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 9,219 | $319K | 0.1% | +93.0% | 0.155% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 54,973 | $1.90M | 0.0% | -3.7% | 0.927% | |
| 4/29/2025 | Brookstone Capital Management | 1,585,729 | $54.79M | 0.8% | +82.0% | 26.741% | |
| 4/24/2025 | Money Concepts Capital Corp | 12,422 | $429K | 0.0% | -35.5% | 0.209% | |
| 4/23/2025 | Spire Wealth Management | 21,760 | $752K | 0.0% | -15.5% | 0.367% | |
| 4/23/2025 | IMG Wealth Management Inc. | 61,081 | $2.11M | 1.9% | +0.7% | 1.030% | |
| 4/23/2025 | Continuum Advisory LLC | 7,529 | $260K | 0.0% | +64.5% | 0.127% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,785 | $338K | 0.0% | -9.3% | 0.169% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,519 | $260K | 0.0% | -22.3% | 0.130% | |
| 4/16/2025 | Donald L. Hagan LLC | 54,317 | $1.88M | 1.0% | -46.2% | 0.937% | |
| 4/15/2025 | Accurate Wealth Management LLC | 6,070 | $204K | 0.0% | N/A | 0.105% | |
| 4/14/2025 | City Center Advisors LLC | 15,357 | $531K | 0.6% | +5.7% | 0.265% | |
| 4/11/2025 | KFG Wealth Management LLC | 83,894 | $2.90M | 0.5% | -8.7% | 1.446% | |
| 4/10/2025 | Fermata Advisors LLC | 32,144 | $1.11M | 0.2% | -30.6% | 0.554% | |
| 4/9/2025 | RFG Advisory LLC | 14,848 | $513K | 0.0% | +119.6% | 0.256% | |
| 3/12/2025 | Centaurus Financial Inc. | 19,489 | $688K | 0.0% | -18.7% | 0.351% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 4,776 | $168K | 0.1% | N/A | 0.086% | |
| 2/17/2025 | Wolverine Trading LLC | 5,870 | $208K | 0.0% | N/A | 0.210% | |
| 2/17/2025 | CoreCap Advisors LLC | 3,127 | $110K | 0.0% | +11.1% | 0.112% | |
| 2/17/2025 | Cetera Investment Advisers | 10,460 | $369K | 0.0% | +47.0% | 0.374% | |
| 2/17/2025 | Citadel Advisors LLC | 14,608 | $515K | 0.0% | N/A | 0.522% | |
| 2/14/2025 | Jane Street Group LLC | 8,252 | $291K | 0.0% | -34.4% | 0.295% | |
| 2/14/2025 | Betterment LLC | 24,264 | $856K | 0.0% | +19.1% | 0.867% | |
| 2/14/2025 | Berger Financial Group Inc | 28,084 | $991K | 0.1% | +281.4% | 1.003% | |
| 2/14/2025 | IHT Wealth Management LLC | 13,685 | $483K | 0.0% | N/A | 0.489% | |
| 2/14/2025 | MML Investors Services LLC | 30,979 | $1.09M | 0.0% | N/A | 1.106% | |
| 2/13/2025 | SageView Advisory Group LLC | 40,455 | $1.43M | 0.1% | N/A | 1.445% | |
| 2/13/2025 | Townsquare Capital LLC | 8,975 | $317K | 0.0% | -59.3% | 0.321% | |
| 2/13/2025 | Advisory Services Network LLC | 88,534 | $3.12M | 0.1% | N/A | 3.162% | |
| 2/13/2025 | Trek Financial LLC | 22,879 | $807K | 0.1% | N/A | 0.817% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 57,062 | $2.01M | 0.0% | +214.1% | 2.038% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 10,768 | $380K | 0.0% | -4.0% | 0.385% | |
| 2/11/2025 | WorthPointe LLC | 15,862 | $560K | 0.2% | N/A | 0.567% | |
| 2/11/2025 | LPL Financial LLC | 44,511 | $1.57M | 0.0% | +0.7% | 1.590% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 8,578 | $303K | 0.2% | N/A | 0.306% | |
| 2/10/2025 | IMG Wealth Management Inc. | 60,644 | $2.14M | 2.0% | N/A | 2.166% | |
| 2/10/2025 | Harbour Investments Inc. | 26,062 | $919K | 0.0% | +79.0% | 0.931% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 329,696 | $11.63M | 0.0% | +1.8% | 11.775% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,692 | $201K | 0.0% | N/A | 0.203% | |
| 2/7/2025 | Novus Advisors LLC | 9,582 | $338K | 0.3% | N/A | 0.342% | |
| 2/6/2025 | Raymond James Financial Inc. | 372,571 | $13.14M | 0.0% | N/A | 13.306% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,116 | $39K | 0.0% | +179.0% | 0.040% | |
Could This Be the End of Retirement Worries? (Ad) Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities.
If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for. Click here to see how to turn your savings into a monthly income machine. |
| 2/5/2025 | Kellett Wealth Advisors LLC | 27,539 | $972K | 0.7% | +99.4% | 0.984% | |
| 2/4/2025 | WealthShield Partners LLC | 2,027 | $72K | 0.0% | N/A | 0.072% | |
| 2/3/2025 | Sigma Planning Corp | 45,545 | $1.61M | 0.1% | N/A | 1.627% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 174,446 | $6.15M | 0.2% | +8.8% | 6.230% | |
| 1/31/2025 | Truist Financial Corp | 45,024 | $1.59M | 0.0% | +13.1% | 1.608% | |
| 1/30/2025 | Allworth Financial LP | 32,413 | $1.16M | 0.0% | +11,353.4% | 1.158% | |
| 1/29/2025 | Sovran Advisors LLC | 14,219 | $500K | 0.1% | N/A | 0.508% | |
| 1/27/2025 | Beacon Financial Advisory LLC | 7,387 | $261K | 0.1% | +27.9% | 0.264% | |
| 1/24/2025 | Vantage Point Financial LLC | 17,644 | $622K | 0.3% | N/A | 0.630% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 6,610 | $233K | 0.0% | -16.6% | 0.236% | |
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