8/27/2025 | Orion Porfolio Solutions LLC | 140,659 | $18.57M | 0.2% | -1.0% | 0.010% | |
8/26/2025 | Thrivent Financial for Lutherans | 84,695 | $11.18M | 0.0% | +1.4% | 0.006% | |
8/26/2025 | Claris Financial LLC | 3,259 | $430K | 0.3% | -12.0% | 0.000% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 71,516 | $9.44M | 1.0% | N/A | 0.005% | |
8/25/2025 | Silverlake Wealth Management LLC | 3,569 | $471K | 0.1% | +27.8% | 0.000% | |
8/22/2025 | TT Capital Management LLC | 5,812 | $770K | 0.3% | +259.0% | 0.000% | |
8/22/2025 | Cim Investment Management Inc. | 10,854 | $1.54M | 0.3% | +99.6% | 0.001% | |
8/21/2025 | Pathway Financial Advisers LLC | 37,925 | $5.01M | 1.6% | +3.2% | 0.003% | |
8/20/2025 | Thompson Davis & CO. Inc. | 3,146 | $415K | 0.2% | N/A | 0.000% | |
8/20/2025 | Kentucky Retirement Systems | 88,127 | $11.64M | 0.3% | -6.2% | 0.006% | |
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8/20/2025 | Saratoga Research & Investment Management | 167,435 | $22.11M | 1.2% | +1.2% | 0.012% | |
8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 37,403 | $4.94M | 0.3% | -6.5% | 0.003% | |
8/20/2025 | Monarch Capital Management Inc. | 11,059 | $1.46M | 0.4% | +20.5% | 0.001% | |
8/20/2025 | North Dallas Bank & Trust Co. | 14,355 | $1.90M | 1.4% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 9,864 | $1.29M | 0.2% | N/A | 0.001% | |
8/19/2025 | Slocum Gordon & Co LLP | 1,308 | $173K | 0.1% | -43.8% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,087 | $276K | 0.1% | -6.5% | 0.000% | |
8/19/2025 | Marex Group plc | 23,308 | $3.08M | 0.0% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 82,490 | $11.38M | 0.2% | +23.4% | 0.006% | |
8/19/2025 | Anchor Investment Management LLC | 21,485 | $2.84M | 0.2% | -2.6% | 0.002% | |
8/19/2025 | Asset Dedication LLC | 8,404 | $1.11M | 0.1% | -10.8% | 0.001% | |
8/19/2025 | Hohimer Wealth Management LLC | 25,039 | $3.31M | 0.6% | -3.8% | 0.002% | |
8/19/2025 | Pitcairn Co. | 14,279 | $1.89M | 0.1% | -9.5% | 0.001% | |
8/18/2025 | Old North State Trust LLC | 4,472 | $590K | 0.4% | +7.7% | 0.000% | |
8/18/2025 | Tyler Stone Wealth Management | 5,398 | $713K | 0.1% | -7.0% | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 2,396 | $316K | 0.0% | -13.0% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 16,485 | $2.18M | 0.1% | +16.4% | 0.001% | |
8/18/2025 | Hollencrest Capital Management | 3,693 | $488K | 0.0% | -6.1% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 258,949 | $34.19M | 0.3% | -28.2% | 0.019% | |
8/18/2025 | Kestra Investment Management LLC | 5,517 | $729K | 0.0% | +103.1% | 0.000% | |
8/18/2025 | Caxton Associates LLP | 14,020 | $1.85M | 0.0% | +738.0% | 0.001% | |
8/18/2025 | Wellington Capital Management Inc. | 7,504 | $990K | 1.4% | N/A | 0.001% | |
8/18/2025 | 1248 Management LLC | 259 | $34K | 0.0% | -94.4% | 0.000% | |
8/18/2025 | Rexford Capital Inc. | 2,511 | $332K | 0.3% | N/A | 0.000% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 37,353 | $4.93M | 0.7% | +21.0% | 0.003% | |
8/16/2025 | Public Sector Pension Investment Board | 112,978 | $14.92M | 0.1% | -42.2% | 0.008% | |
8/16/2025 | FORA Capital LLC | 52,877 | $6.98M | 0.8% | -15.2% | 0.004% | |
8/16/2025 | Evergreen Capital Management LLC | 56,284 | $7.43M | 0.2% | +18.2% | 0.004% | |
8/16/2025 | Headlands Technologies LLC | 104,637 | $13.82M | 1.7% | +64.6% | 0.008% | |
8/15/2025 | Strategic Investment Advisors MI | 2,114 | $279K | 0.0% | +11.0% | 0.000% | |
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8/15/2025 | CANADA LIFE ASSURANCE Co | 2,343,335 | $309.83M | 0.5% | +16.9% | 0.171% | |
8/15/2025 | 44 Wealth Management LLC | 15,162 | $2.00M | 0.7% | +0.9% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 68,984 | $9.11M | 0.2% | -10.1% | 0.005% | |
8/15/2025 | MUFG Securities EMEA plc | 4,051 | $535K | 0.0% | N/A | 0.000% | |
8/15/2025 | Howland Capital Management LLC | 31,681 | $4.18M | 0.2% | -11.2% | 0.002% | |
8/15/2025 | Brooks Moore & Associates Inc. | 25,571 | $3.53M | 1.9% | +0.8% | 0.002% | |
8/15/2025 | Security National Bank of SO Dak | 13,391 | $1.77M | 1.0% | -4.1% | 0.001% | |
8/15/2025 | SkyView Investment Advisors LLC | 9,196 | $1.21M | 0.2% | +3.0% | 0.001% | |
8/15/2025 | Binnacle Investments Inc | 285 | $38K | 0.0% | +33.2% | 0.000% | |
8/15/2025 | Semmax Financial Advisors Inc. | 4,809 | $698K | 0.2% | +24.0% | 0.000% | |
8/15/2025 | Resources Management Corp CT ADV | 75,818 | $10.01M | 1.4% | +0.9% | 0.006% | |
8/15/2025 | Rakuten Securities Inc. | 4,047 | $534K | 0.2% | +216.2% | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 38,853 | $5.13M | 0.0% | -2.9% | 0.003% | |
8/15/2025 | Florida Financial Advisors LLC | 4,047 | $534K | 0.2% | +4.8% | 0.000% | |
8/15/2025 | Northeast Financial Consultants Inc | 21,855 | $2.89M | 0.1% | -5.1% | 0.002% | |
8/15/2025 | Auxier Asset Management | 79,840 | $10.54M | 1.5% | +1.6% | 0.006% | |
8/15/2025 | State of Tennessee Department of Treasury | 416,938 | $55.05M | 0.2% | +24.3% | 0.030% | |
8/15/2025 | Hayek Kallen Investment Management | 26,639 | $3.52M | 1.2% | +2.6% | 0.002% | |
8/15/2025 | Kensington Investment Counsel LLC | 35,104 | $4.64M | 2.0% | +4.6% | 0.003% | |
8/15/2025 | Chapman Financial Group LLC | 16,465 | $2.17M | 1.8% | N/A | 0.001% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 6,646 | $878K | 0.3% | +10.7% | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 46,399 | $6.13M | 0.3% | -12.1% | 0.003% | |
8/15/2025 | DCM Advisors LLC | 14,314 | $1.89M | 0.8% | +8.5% | 0.001% | |
8/15/2025 | Optimist Retirement Group LLC | 15,474 | $2.04M | 1.0% | +6.1% | 0.001% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 10,076 | $1.33M | 0.1% | -9.5% | 0.001% | |
8/15/2025 | Sender Co & Partners Inc. | 2,167 | $286K | 0.1% | N/A | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 535,580 | $70.72M | 0.2% | -0.7% | 0.039% | |
8/15/2025 | Blue Chip Partners LLC | 76,812 | $10.14M | 0.8% | +7.0% | 0.006% | |
8/15/2025 | Keel Point LLC | 10,970 | $1.45M | 0.1% | +126.2% | 0.001% | |
8/15/2025 | Zuckerman Investment Group LLC | 19,288 | $2.55M | 0.2% | +16.1% | 0.001% | |
8/15/2025 | WFA of San Diego LLC | 572 | $75K | 0.1% | N/A | 0.000% | |
8/15/2025 | Vident Advisory LLC | 41,946 | $5.54M | 0.1% | -42.9% | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 60,428 | $7.98M | 0.4% | +16.4% | 0.004% | |
8/15/2025 | Voleon Capital Management LP | 36,257 | $4.79M | 0.3% | -63.8% | 0.003% | |
8/15/2025 | Voya Financial Advisors Inc. | 3,740 | $490K | 0.0% | +3.7% | 0.000% | |
8/15/2025 | Sherman Asset Management Inc. | 801 | $106K | 0.1% | -33.7% | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 12,511 | $1.64M | 0.1% | -7.2% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 75,696 | $10.00M | 0.3% | -3.2% | 0.006% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 1,900 | $251K | 0.0% | -8.2% | 0.000% | |
8/15/2025 | Sone Capital Management LLC | 70,542 | $9.31M | 0.9% | -54.3% | 0.005% | |
8/15/2025 | Royal London Asset Management Ltd. | 1,215,870 | $160.54M | 0.4% | +0.4% | 0.089% | |
8/15/2025 | Rafferty Asset Management LLC | 207,436 | $27.39M | 0.1% | +14.1% | 0.015% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 2,285 | $302K | 0.0% | -18.0% | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 140,626 | $18.57M | 0.1% | -1.0% | 0.010% | |
8/15/2025 | MML Investors Services LLC | 235,774 | $31.13M | 0.1% | +11.0% | 0.017% | |
8/15/2025 | Monetary Management Group Inc. | 24,777 | $3.27M | 0.8% | -3.7% | 0.002% | |
8/15/2025 | McIlrath & Eck LLC | 2,926 | $386K | 0.0% | +5.4% | 0.000% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 115,471 | $15.25M | 0.8% | -20.6% | 0.008% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 11,965 | $1.58M | 0.3% | -9.6% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 18,084 | $2.39M | 0.1% | -0.6% | 0.001% | |
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. |
8/15/2025 | Lazard Asset Management LLC | 665,871 | $87.92M | 0.1% | +90.5% | 0.049% | |
8/15/2025 | Letson Investment Management Inc. | 48,594 | $6.42M | 2.5% | -0.7% | 0.004% | |
8/15/2025 | Hara Capital LLC | 2,296 | $303K | 0.2% | +439.0% | 0.000% | |
8/15/2025 | Holocene Advisors LP | 1,913,529 | $252.66M | 0.6% | +2,437.1% | 0.140% | |
8/15/2025 | Humankind Investments LLC | 7,566 | $999K | 0.2% | +80.3% | 0.001% | |
8/15/2025 | ICONIQ Capital LLC | 3,745 | $494K | 0.0% | -49.1% | 0.000% | |
8/15/2025 | IHT Wealth Management LLC | 36,117 | $4.77M | 0.1% | +5.0% | 0.003% | |
8/15/2025 | Freedom Financial Partners LLC | 4,156 | $549K | 0.2% | -16.1% | 0.000% | |
8/15/2025 | Great Valley Advisor Group Inc. | 39,695 | $5.24M | 0.1% | -55.4% | 0.003% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 5,796 | $765K | 0.0% | -2.1% | 0.000% | |