| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,373 | $332K | 0.0% | +4.6% | 0.002% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 349,306 | $18.21M | 0.0% | +7.0% | 0.132% | |
| 9/22/2026 | State Street Corp | 10,875,945 | $567.07M | 0.0% | -0.1% | 4.121% | |
| 9/9/2026 | Core Capital Management & Research inc. | 5,000 | $259K | 0.1% | N/A | 0.002% | |
| 9/9/2026 | The Manufacturers Life Insurance Company | 231,940 | $12.09M | 0.0% | -0.3% | 0.088% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 8,964 | $467K | 0.0% | +43.2% | 0.003% | |
| 9/9/2026 | WINTON GROUP Ltd | 23,200 | $1.21M | 0.0% | -65.0% | 0.009% | |
| 9/9/2026 | Engineers Gate Manager LP | 12,520 | $653K | 0.0% | -71.7% | 0.005% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 74,784 | $3.90M | 0.0% | -15.7% | 0.028% | |
| 9/9/2026 | NewEdge Advisors LLC | 11,113 | $579K | 0.0% | +26.5% | 0.004% | |
"How Much Can I Actually Spend Each Year With $2.5M Saved?" (Ad) Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you make with it.
Using the 4% rule as a benchmark, that balance could translate to about $100,000 in year one, adjusted upward for inflation each year after. But the 4% rule has potential downsides and may not fit every portfolio.
A financial advisor can help size and structure a retirement budget around your income sources, taxes, and goals. SmartAsset's free quiz matches nearly 50,000 people each month with vetted fiduciary advisors. Take the free quiz to get matched with a fiduciary advisor |
| 9/9/2026 | IFP Advisors Inc | 1,879 | $98K | 0.0% | -22.5% | 0.001% | |
| 9/9/2026 | Baird Financial Group Inc. | 19,182 | $1M | 0.0% | +14.4% | 0.007% | |
| 9/8/2026 | Allworth Financial LP | 6,691 | $349K | 0.0% | -38.2% | 0.003% | |
| 9/8/2026 | Arizona State Retirement System | 72,807 | $3.80M | 0.0% | +2.3% | 0.028% | |
| 9/8/2026 | Waverly Advisors LLC | 7,077 | $369K | 0.0% | +7.3% | 0.003% | |
| 9/8/2026 | Empirical Finance LLC | 17,979 | $937K | 0.0% | -51.8% | 0.007% | |
| 9/8/2026 | Nykredit A S | 1,031,634 | $53.79M | 0.2% | N/A | 0.391% | |
| 9/2/2026 | Allianz Asset Management GmbH | 9,819 | $512K | 0.0% | +182.8% | 0.004% | |
| 8/27/2026 | Corient Private Wealth LP | 44,110 | $2.30M | 0.0% | +301.8% | 0.017% | |
| 8/26/2026 | Amundi | 1,922,853 | $100.26M | 0.0% | -4.3% | 0.729% | |
| 8/26/2026 | HighTower Advisors LLC | 351,442 | $18.32M | 0.0% | +378.7% | 0.133% | |
| 8/25/2026 | VIRGINIA RETIREMENT SYSTEMS ET Al | 73,900 | $3.85M | 0.0% | N/A | 0.028% | |
| 8/23/2026 | HB Wealth Management LLC | 13,200 | $688K | 0.0% | +2.3% | 0.005% | |
| 8/22/2026 | AlphaGrep UK Ltd | 10,990 | $573K | 0.2% | N/A | 0.004% | |
| 8/22/2026 | Strive Financial Group LLC | 2,802 | $146K | 0.1% | +511.8% | 0.001% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 3,048 | $145K | 0.0% | -21.8% | 0.001% | |
| 8/21/2026 | AXQ Capital LP | 29,532 | $1.54M | 0.2% | N/A | 0.011% | |
| 8/21/2026 | Nykredit A S | 1,427,070 | $74.41M | 0.2% | N/A | 0.541% | |
| 8/20/2026 | Nwam LLC | 38,388 | $2.00M | 0.1% | +403.3% | 0.015% | |
| 8/20/2026 | Maple Rock Capital Partners Inc. | 1,577,720 | $82.26M | 1.6% | +74.7% | 0.598% | |
| 8/20/2026 | Sigma Planning Corp | 22,913 | $1.20M | 0.0% | N/A | 0.009% | |
| 8/20/2026 | Two Sigma Securities LLC | 10,788 | $562K | 0.0% | +114.9% | 0.004% | |
| 8/20/2026 | GTS Securities LLC | 22,245 | $1.16M | 0.0% | +211.3% | 0.008% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 21,590 | $1.13M | 0.0% | +9.1% | 0.008% | |
| 8/20/2026 | Hennessy Advisors Inc. | 154,000 | $8.03M | 0.3% | N/A | 0.058% | |
| 8/20/2026 | Hollencrest Capital Management | 129,965 | $6.78M | 0.4% | -1.5% | 0.049% | |
| 8/20/2026 | Greenleaf Trust | 4,565 | $238K | 0.0% | -10.8% | 0.002% | |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 584,502 | $30.48M | 0.0% | -4.3% | 0.221% | |
| 8/19/2026 | Van ECK Associates Corp | 982,917 | $51.25M | 0.0% | +39.0% | 0.372% | |
| 8/19/2026 | Hsbc Holdings PLC | 366,741 | $19.47M | 0.0% | +19.7% | 0.139% | |
You Won’t Get a Warning Before This Correction Hits (Ad) Gold just broke another record - a classic flight-to-safety signal that the smartest money on Wall Street is already acting on. With the NASDAQ pricing in optimism over fundamentals and global tensions continuing to rise, a market correction could arrive without warning.
Our research team just released a free crash-protection guide identifying which stocks and sectors can hold strong even when the broader market crumbles. Download your free crash protection guide today |
| 8/19/2026 | Wellington Management Group LLP | 488,951 | $25.49M | 0.0% | +17.5% | 0.185% | |
| 8/19/2026 | Lombard Odier Asset Management Europe Ltd | 67,842 | $3.54M | 0.0% | N/A | 0.026% | |
| 8/18/2026 | Beacon Pointe Advisors LLC | 6,036 | $315K | 0.0% | N/A | 0.002% | |
| 8/18/2026 | Orion Capital Management LLC | 1,000 | $52K | 0.0% | N/A | 0.000% | |
| 8/18/2026 | Empowered Funds LLC | 199,349 | $10.39M | 0.1% | N/A | 0.076% | |
| 8/18/2026 | United Capital Financial Advisors LLC | 4,382 | $228K | 0.0% | N/A | 0.002% | |
| 8/18/2026 | Caitlin John LLC | 2,590 | $135K | 0.1% | N/A | 0.001% | |
| 8/18/2026 | Impala Asset Management LLC | 135,000 | $7.04M | 4.0% | N/A | 0.051% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 75,029 | $3.91M | 0.0% | N/A | 0.028% | |
| 8/17/2026 | Capstone Investment Advisors LLC | 201,349 | $10.50M | 0.0% | N/A | 0.076% | |
| 8/17/2026 | Transamerica Financial Advisors LLC | 1,698 | $89K | 0.0% | N/A | 0.001% | |
| 8/17/2026 | Corient Private Wealth LP | 10,948 | $571K | 0.0% | N/A | 0.004% | |
| 8/17/2026 | Permanens Capital L.P. | 12,832 | $669K | 0.1% | N/A | 0.005% | |
| 8/17/2026 | Bank of America Corp DE | 674,486 | $35.17M | 0.0% | N/A | 0.256% | |
| 8/15/2026 | Freestone Grove Partners LP | 13,255 | $691K | 0.0% | N/A | 0.005% | |
| 8/15/2026 | Man Group plc | 743,061 | $38.74M | 0.1% | N/A | 0.282% | |
| 8/15/2026 | Jupiter Topco LLC | 117,274 | $6.12M | 0.0% | N/A | 0.044% | |
| 8/14/2026 | Hsbc Holdings PLC | 366,741 | $19.47M | 0.0% | N/A | 0.139% | |
| 8/14/2026 | EFG International AG | 3,200 | $167K | 0.0% | N/A | 0.001% | |
| 8/14/2026 | Canada Pension Plan Investment Board | 388,400 | $20.25M | 0.0% | N/A | 0.147% | |
| 8/14/2026 | Legal & General Group Plc | 341,104 | $17.79M | 0.0% | N/A | 0.129% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 231,940 | $12.09M | 0.0% | N/A | 0.088% | |
| 8/14/2026 | Partners Capital Investment Group LLP | 8,862 | $462K | 0.0% | N/A | 0.003% | |
| 8/14/2026 | Algert Global LLC | 160,091 | $8.35M | 0.1% | -9.4% | 0.061% | |
| 8/13/2026 | Cibc World Market Inc. | 35,459 | $1.85M | 0.0% | N/A | 0.013% | |
| 8/13/2026 | Meiji Yasuda Asset Management Co Ltd. | 6,108 | $318K | 0.0% | N/A | 0.002% | |
| 8/13/2026 | Globeflex Capital L P | 103,952 | $5.42M | 0.7% | N/A | 0.039% | |
| 8/12/2026 | Elevation Point Wealth Partners LLC | 11,133 | $580K | 0.0% | N/A | 0.004% | |
| 8/12/2026 | Commerce Bank | 14,734 | $768K | 0.0% | N/A | 0.006% | |
| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 21,590 | $1.13M | 0.0% | N/A | 0.008% | |
| 8/12/2026 | Quantbot Technologies LP | 22,616 | $1.18M | 0.0% | N/A | 0.009% | |
| 8/12/2026 | Evolve Private Wealth LLC | 4,455 | $232K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | EP Wealth Advisors LLC | 12,881 | $672K | 0.0% | N/A | 0.005% | |
| 8/12/2026 | Ieq Capital LLC | 259,878 | $13.55M | 0.1% | N/A | 0.098% | |
| 8/12/2026 | Robinhood Asset Management LLC | 162,995 | $8.50M | 0.5% | N/A | 0.062% | |
| 8/12/2026 | Callan Family Office LLC | 5,942 | $310K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | C M Bidwell & Associates Ltd. | 1,333 | $70K | 0.0% | N/A | 0.001% | |
| 8/11/2026 | Allworth Financial LP | 6,691 | $349K | 0.0% | N/A | 0.003% | |
| 8/11/2026 | Advisors Preferred LLC | 24,256 | $1.18M | 0.2% | N/A | 0.009% | |
| 8/11/2026 | OVERSEA CHINESE BANKING Corp Ltd | 14,779 | $800K | 0.0% | N/A | 0.006% | |
| 8/11/2026 | Edmond DE Rothschild Holding S.A. | 1,700 | $89K | 0.0% | N/A | 0.001% | |
| 8/10/2026 | Great Lakes Advisors LLC | 41,864 | $2.18M | 0.0% | N/A | 0.016% | |
| 8/10/2026 | Avaii Wealth Management LLC | 4,149 | $216K | 0.1% | N/A | 0.002% | |
| 8/10/2026 | Danske Bank A S | 66,599 | $3.47M | 0.0% | N/A | 0.025% | |
| 8/8/2026 | Meeder Asset Management Inc. | 32,526 | $1.70M | 0.1% | N/A | 0.012% | |
| 8/7/2026 | Citizens Financial Group Inc. RI | 8,342 | $435K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Aegis Wealth Management LLC | 10,000 | $521K | 0.2% | N/A | 0.004% | |
| 8/7/2026 | BlackRock Inc. | 29,315,742 | $1.53B | 0.0% | N/A | 11.108% | |
| 8/7/2026 | Pallas Capital Advisors LLC | 18,307 | $955K | 0.0% | N/A | 0.007% | |
| 8/7/2026 | Deutsche Bank AG | 1,060,767 | $55.31M | 0.0% | N/A | 0.402% | |
Boring, cheap, and paying 6% (Ad) Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years. Get the seven high-yield dividend stocks free now |
| 8/7/2026 | Perigon Wealth Management LLC | 16,834 | $878K | 0.0% | N/A | 0.006% | |
| 8/7/2026 | Mitsubishi UFJ Asset Management Co. Ltd. | 482 | $25K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | Persistent Asset Partners Ltd | 7,507 | $391K | 0.1% | N/A | 0.003% | |
| 8/7/2026 | Old West Investment Management LLC | 236,718 | $12.34M | 1.3% | N/A | 0.090% | |
| 8/6/2026 | Global Retirement Partners LLC | 25,113 | $1.31M | 0.0% | N/A | 0.010% | |
| 8/6/2026 | Alberta Investment Management Corp | 84,700 | $4.42M | 0.0% | N/A | 0.032% | |
| 8/6/2026 | Bank of New York Mellon Corp | 3,187,461 | $166.19M | 0.0% | N/A | 1.208% | |
| 8/6/2026 | Focus Partners Advisor Solutions LLC | 23,074 | $1.20M | 0.0% | N/A | 0.009% | |
| 8/5/2026 | USA Financial Formulas | 3,233 | $214K | 0.0% | N/A | 0.001% | |
| 7/24/2026 | D.A. Davidson & CO. | 53,669 | $2.80M | 0.0% | -1.1% | 0.020% | |