8/15/2025 | Bank of America Corp DE | 17,316 | $699K | 0.0% | -3.4% | 0.105% | |
8/14/2025 | Raymond James Financial Inc. | 634 | $26K | 0.0% | N/A | 0.004% | |
8/14/2025 | Daiwa Securities Group Inc. | 12,175,791 | $491.66M | 1.8% | +4.3% | 73.659% | |
8/11/2025 | Perennial Investment Advisors LLC | 28,313 | $1.14M | 0.1% | -12.0% | 0.171% | |
8/8/2025 | Kingsview Wealth Management LLC | 30,845 | $1.25M | 0.0% | -2.0% | 0.187% | |
7/31/2025 | Wealthfront Advisers LLC | 20,151 | $814K | 0.0% | +11.3% | 0.126% | |
7/30/2025 | Freedom Investment Management Inc. | 25,900 | $1.05M | 0.1% | -9.6% | 0.162% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 9,925 | $401K | 0.0% | -16.1% | 0.062% | |
7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 2,458 | $99K | 0.1% | -19.9% | 0.015% | |
7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 2,458 | $99K | 0.1% | -19.9% | 0.015% | |
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7/11/2025 | Farther Finance Advisors LLC | 1,539 | $62K | 0.0% | +35.1% | 0.010% | |
7/2/2025 | HBW Advisory Services LLC | 5,004 | $202K | 0.0% | -10.1% | 0.031% | |
5/19/2025 | Jane Street Group LLC | 15,393 | $574K | 0.0% | N/A | 0.095% | |
5/15/2025 | Royal Bank of Canada | 41,078 | $1.53M | 0.0% | +3.0% | 0.253% | |
5/14/2025 | Freedom Investment Management Inc. | 28,653 | $1.07M | 0.1% | +9.9% | 0.177% | |
5/14/2025 | CW Advisors LLC | 9,754 | $364K | 0.0% | +4.2% | 0.060% | |
5/13/2025 | HighTower Advisors LLC | 20,486 | $764K | 0.0% | -5.2% | 0.126% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 11,836 | $441K | 0.1% | -4.4% | 0.073% | |
5/8/2025 | US Financial Advisors LLC | 30,166 | $1.12M | 0.3% | +5.7% | 0.192% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 3,067 | $114K | 0.1% | N/A | 0.019% | |
5/7/2025 | LPL Financial LLC | 79,718 | $2.97M | 0.0% | -6.2% | 0.506% | |
5/2/2025 | Wealthfront Advisers LLC | 18,102 | $675K | 0.0% | -23.8% | 0.115% | |
4/24/2025 | Smart Portfolios LLC | 15,378 | $573K | 0.6% | +2.5% | 0.097% | |
4/23/2025 | Eagle Strategies LLC | 6,075 | $226K | 0.0% | +15.7% | 0.038% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,200 | $231K | 0.0% | -26.2% | 0.039% | |
4/9/2025 | Merit Financial Group LLC | 14,395 | $537K | 0.0% | -33.9% | 0.091% | |
2/17/2025 | US Financial Advisors LLC | 28,538 | $1.12M | 0.3% | -1.4% | 0.177% | |
2/17/2025 | Citadel Advisors LLC | 8,295 | $324K | 0.0% | N/A | 0.052% | |
2/17/2025 | Bank of America Corp DE | 17,525 | $685K | 0.0% | -17.9% | 0.109% | |
2/14/2025 | Stifel Financial Corp | 21,055 | $823K | 0.0% | -2.8% | 0.131% | |
2/14/2025 | Freedom Investment Management Inc. | 26,074 | $1.02M | 0.1% | +1.7% | 0.162% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,364 | $327K | 0.0% | N/A | 0.052% | |
2/13/2025 | Perennial Investment Advisors LLC | 24,706 | $966K | 0.1% | -11.0% | 0.154% | |
2/13/2025 | Wells Fargo & Company MN | 12,501 | $489K | 0.0% | -2.8% | 0.078% | |
2/11/2025 | Congress Wealth Management LLC DE | 9,364 | $366K | 0.0% | -33.8% | 0.058% | |
2/11/2025 | LPL Financial LLC | 84,987 | $3.32M | 0.0% | +7.8% | 0.529% | |
2/10/2025 | Commonwealth Equity Services LLC | 15,996 | $625K | 0.0% | -3.8% | 0.099% | |
2/10/2025 | Farther Finance Advisors LLC | 1,135 | $44K | 0.0% | N/A | 0.007% | |
2/10/2025 | Smart Portfolios LLC | 15,003 | $586K | 0.6% | +1.8% | 0.093% | |
2/7/2025 | Independent Advisor Alliance | 90,094 | $3.52M | 0.0% | N/A | 0.560% | |
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2/7/2025 | Daiwa Securities Group Inc. | 11,674,069 | $456.34M | 2.0% | -1.7% | 72.600% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 22,140 | $865K | 0.0% | -20.5% | 0.138% | |
1/28/2025 | Kingsview Wealth Management LLC | 31,729 | $1.24M | 0.0% | +2.0% | 0.197% | |
1/15/2025 | Merit Financial Group LLC | 21,773 | $851K | 0.0% | +3.5% | 0.135% | |
1/10/2025 | HBW Advisory Services LLC | 5,695 | $223K | 0.0% | +18.4% | 0.035% | |
11/15/2024 | Stifel Financial Corp | 21,655 | $848K | 0.0% | -2.3% | 0.117% | |
11/14/2024 | CreativeOne Wealth LLC | 6,945 | $272K | 0.0% | -7.2% | 0.038% | |
11/13/2024 | Freedom Investment Management Inc. | 25,647 | $1.00M | 0.1% | +1.3% | 0.139% | |
11/13/2024 | Daiwa Securities Group Inc. | 11,874,001 | $464.75M | 2.1% | -9.5% | 64.253% | |
11/12/2024 | Kingsview Wealth Management LLC | 31,097 | $1.22M | 0.0% | -3.1% | 0.168% | |
10/31/2024 | US Financial Advisors LLC | 28,957 | $1.13M | 0.4% | -11.4% | 0.175% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 27,852 | $1.09M | 0.1% | -67.0% | 0.168% | |
10/25/2024 | Eagle Strategies LLC | 5,441 | $213K | 0.0% | -10.1% | 0.033% | |
10/22/2024 | Syntegra Private Wealth Group LLC | 12,217 | $478K | 0.1% | +19.0% | 0.074% | |
10/4/2024 | HBW Advisory Services LLC | 4,810 | $188K | 0.0% | -11.8% | 0.029% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,418 | $52K | 0.0% | +30.1% | 0.008% | |
8/10/2024 | Perennial Investment Advisors LLC | 27,371 | $1.01M | 0.1% | -2.8% | 0.156% | |
8/8/2024 | Eagle Strategies LLC | 6,055 | $224K | 0.0% | N/A | 0.034% | |
8/7/2024 | Daiwa Securities Group Inc. | 13,123,226 | $485.30M | 2.6% | +3.2% | 74.564% | |
5/24/2024 | Cetera Advisors LLC | 35,287 | $1.28M | 0.0% | N/A | 0.199% | |
5/14/2024 | CreativeOne Wealth LLC | 8,376 | $303K | 0.0% | -27.7% | 0.047% | |
5/9/2024 | Kingsview Wealth Management LLC | 32,646 | $1.18M | 0.0% | -2.9% | 0.184% | |
5/2/2024 | Daiwa Securities Group Inc. | 12,721,889 | $460.79M | 2.6% | -3.8% | 71.152% | |
2/9/2024 | CreativeOne Wealth LLC | 11,580 | $387K | 0.0% | -16.0% | 0.064% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 216,780 | $7.24M | 0.4% | +0.7% | 1.201% | |
2/8/2024 | Kingsview Wealth Management LLC | 33,626 | $1.12M | 0.0% | -3.1% | 0.186% | |
2/8/2024 | Farrow Financial Inc. | 8,113 | $271K | 0.2% | N/A | 0.045% | |
2/8/2024 | US Financial Advisors LLC | 32,824 | $1.10M | 0.4% | +7.5% | 0.182% | |
2/6/2024 | Merit Financial Group LLC | 23,951 | $800K | 0.0% | -3.1% | 0.133% | |
1/31/2024 | Western Wealth Management LLC | 11,375 | $380K | 0.0% | N/A | 0.063% | |
1/31/2024 | Daiwa Securities Group Inc. | 13,220,068 | $441.55M | 2.7% | +2.3% | 73.241% | |
1/24/2024 | Allworth Financial LP | 3,581 | $120K | 0.0% | -17.9% | 0.020% | |
11/16/2023 | Smart Portfolios LLC | 17,369 | $519K | 0.9% | -3.2% | 0.097% | |
11/13/2023 | US Financial Advisors LLC | 30,540 | $912K | 0.4% | +2.7% | 0.171% | |
11/8/2023 | HighTower Advisors LLC | 23,497 | $701K | 0.0% | N/A | 0.131% | |
11/7/2023 | Kingsview Wealth Management LLC | 34,715 | $1.04M | 0.0% | +3.3% | 0.194% | |
11/7/2023 | Merit Financial Group LLC | 24,706 | $738K | 0.0% | +3.2% | 0.138% | |
11/1/2023 | Daiwa Securities Group Inc. | 12,920,000 | $385.79M | 2.7% | -22.0% | 72.260% | |
11/1/2023 | Wealthfront Advisers LLC | 16,809 | $502K | 0.0% | +6.6% | 0.094% | |
10/31/2023 | Allworth Financial LP | 4,360 | $130K | 0.0% | +21.8% | 0.024% | |
10/30/2023 | Congress Wealth Management LLC DE | 15,834 | $473K | 0.0% | +13.7% | 0.089% | |
10/23/2023 | Commonwealth Equity Services LLC | 20,096 | $600K | 0.0% | +2.4% | 0.112% | |
10/17/2023 | CreativeOne Wealth LLC | 13,787 | $412K | 0.0% | -18.4% | 0.077% | |
8/14/2023 | Perennial Investment Advisors LLC | 28,464 | $883K | 0.2% | +8.8% | 0.132% | |
8/10/2023 | GeoWealth Management LLC | 7,510 | $233K | 0.0% | -7.1% | 0.035% | |
8/10/2023 | US Financial Advisors LLC | 29,747 | $923K | 0.4% | -4.9% | 0.138% | |
8/9/2023 | Flow Traders U.S. LLC | 7,331 | $227K | 0.0% | N/A | 0.034% | |
8/8/2023 | 3D L Capital Management LLC | 25,617 | $795K | 0.2% | +2.8% | 0.119% | |
8/1/2023 | Merit Financial Group LLC | 23,939 | $743K | 0.0% | +24.3% | 0.111% | |
7/31/2023 | LPL Financial LLC | 43,831 | $1.36M | 0.0% | -3.8% | 0.204% | |
A New Way to Double Your Retirement Income? (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. |
7/18/2023 | Allworth Financial LP | 3,581 | $111K | 0.0% | N/A | 0.017% | |
7/6/2023 | HBW Advisory Services LLC | 5,451 | $169K | 0.0% | N/A | 0.025% | |
5/23/2023 | Toroso Investments LLC | 63,588 | $1.88M | 0.1% | -2.8% | 0.293% | |
5/16/2023 | Syntegra Private Wealth Group LLC | 11,473 | $338K | 0.1% | N/A | 0.053% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 253,856 | $7.49M | 0.5% | +6.1% | 1.169% | |
5/12/2023 | Financial Architects Inc | 22,242 | $656K | 0.1% | -1.5% | 0.102% | |
5/12/2023 | GeoWealth Management LLC | 8,083 | $238K | 0.0% | +14.7% | 0.037% | |
5/8/2023 | 3D L Capital Management LLC | 24,919 | $735K | 0.2% | -3.8% | 0.115% | |
5/4/2023 | US Financial Advisors LLC | 31,284 | $923K | 0.4% | +7.0% | 0.144% | |
5/2/2023 | Daiwa Securities Group Inc. | 16,570,000 | $488.65M | 3.4% | +5.4% | 76.324% | |