| 7/10/2026 | Annex Advisory Services LLC | 3,974 | $961K | 0.0% | -6.7% | 0.002% | |
| 7/10/2026 | Tema ETFs LLC | 3,908 | $946K | 0.0% | +8.0% | 0.002% | |
| 7/10/2026 | Wasatch Advisors LP | 6,877 | $1.66M | 0.0% | +2.3% | 0.003% | |
| 7/10/2026 | Handelsbanken Fonder AB | 43,223 | $10.46M | 0.0% | -25.1% | 0.019% | |
| 7/10/2026 | Fulton Bank N.A. | 3,176 | $768K | 0.0% | -2.1% | 0.001% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 847 | $205K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 3,419 | $827K | 0.1% | N/A | 0.001% | |
| 7/9/2026 | Everhart Financial Group Inc. | 4,165 | $1.01M | 0.1% | +67.1% | 0.002% | |
| 7/9/2026 | Legacy Wealth Management LLC MS | 950 | $230K | 0.1% | -65.5% | 0.000% | |
| 7/9/2026 | Affinity Capital Advisors LLC | 7,765 | $1.84M | 0.2% | +1.1% | 0.003% | |
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| 7/8/2026 | Elevation Wealth Partners LLC | 129 | $31K | 0.0% | +239.5% | 0.000% | |
| 7/8/2026 | Czech National Bank | 65,240 | $15.78M | 0.1% | +4.1% | 0.028% | |
| 7/8/2026 | PensionDanmark Pensionsforsikringsaktieselskab | 54,147 | $13.10M | 0.1% | +7.7% | 0.024% | |
| 7/8/2026 | Assenagon Asset Management S.A. | 158,621 | $38.38M | 0.0% | +2,687.2% | 0.069% | |
| 7/8/2026 | Sarasin & Partners LLP | 92,782 | $22.45M | 0.3% | -54.0% | 0.040% | |
| 7/7/2026 | Foster Group Inc. | 1,007 | $244K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | Mechanics Bank Trust Department | 1,035 | $250K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | GAMMA Investing LLC | 8,388 | $2.03M | 0.1% | +6.8% | 0.004% | |
| 7/7/2026 | Calder Financial LLC | 2,966 | $718K | 0.7% | -7.4% | 0.001% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 1,601 | $387K | 0.0% | N/A | 0.001% | |
| 7/7/2026 | Arlington Trust Co LLC | 449 | $109K | 0.0% | +265.0% | 0.000% | |
| 7/7/2026 | Carderock Capital Management Inc. | 45,841 | $11.09M | 2.4% | +0.8% | 0.020% | |
| 7/6/2026 | Neville Rodie & Shaw Inc. | 16,610 | $4.02M | 0.3% | -1.0% | 0.007% | |
| 7/6/2026 | Dogwood Wealth Management LLC | 377 | $91K | 0.0% | -65.8% | 0.000% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 1,202 | $291K | 0.0% | -11.2% | 0.001% | |
| 7/2/2026 | Versant Capital Management Inc | 1,520 | $368K | 0.0% | -2.8% | 0.001% | |
| 7/2/2026 | CX Institutional | 2,013 | $487K | 0.0% | -3.1% | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 614 | $132K | 0.0% | N/A | 0.000% | |
| 6/18/2026 | Pacer Advisors Inc. | 19,614 | $4.20M | 0.0% | -12.8% | 0.009% | |
| 6/3/2026 | DV Trading LLC | 1,100 | $236K | 0.0% | +175.0% | 0.000% | |
| 6/3/2026 | Parallel Advisors LLC | 3,237 | $694K | 0.0% | +9.8% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 5,426 | $1.16M | 0.0% | +11.7% | 0.002% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 1,396 | $299K | 0.1% | -24.0% | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 368,504 | $78.99M | 0.4% | -1.4% | 0.161% | |
| 5/26/2026 | Axiom Investment Management LLC | 424 | $91K | 0.1% | N/A | 0.000% | |
| 5/22/2026 | Groupama Asset Managment | 12,234 | $2.62M | 0.0% | -32.2% | 0.005% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 23,448 | $5.26M | 0.1% | N/A | 0.010% | |
| 5/21/2026 | Argent Capital Management LLC | 33,528 | $7.19M | 0.2% | +48.4% | 0.015% | |
| 5/21/2026 | Groupe la Francaise | 133,546 | $28.57M | 0.4% | N/A | 0.058% | |
| 5/20/2026 | CCM Investment Advisers LLC | 29,710 | $6.37M | 0.6% | N/A | 0.013% | |
Your withdrawal order could cost you in taxes (Ad) If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly.
Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling.
Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire. Answer three quick questions to find your advisor match today |
| 5/19/2026 | Western Wealth Management LLC | 614 | $132K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 1,648,119 | $353.29M | 0.0% | +7.5% | 0.719% | |
| 5/19/2026 | Edgestream Partners L.P. | 1,279 | $274K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Kensington Investment Counsel LLC | 9,133 | $1.96M | 0.9% | -23.2% | 0.004% | |
| 5/19/2026 | Kentucky Retirement Systems | 20,207 | $4.33M | 0.1% | +39.7% | 0.009% | |
| 5/19/2026 | Janus Henderson Group PLC | 321,113 | $68.82M | 0.0% | -19.6% | 0.140% | |
| 5/19/2026 | Cim LLC | 7,734 | $1.66M | 0.2% | -1.2% | 0.003% | |
| 5/19/2026 | Oddo BHF Asset Management Sas | 32,237 | $6.91M | 0.3% | +13.8% | 0.014% | |
| 5/19/2026 | Bull Harbor Capital LLC | 3,263 | $699K | 0.2% | N/A | 0.001% | |
| 5/18/2026 | Sunbelt Securities Inc. | 981 | $210K | 0.0% | +10,800.0% | 0.000% | |
| 5/18/2026 | Amundi | 1,253,439 | $268.69M | 0.1% | -28.6% | 0.547% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,357 | $720K | 0.0% | +25.2% | 0.001% | |
| 5/18/2026 | California State Teachers Retirement System | 387,696 | $83.11M | 0.1% | -2.6% | 0.169% | |
| 5/18/2026 | Royal Bank of Canada | 1,447,207 | $310.22M | 0.1% | -0.1% | 0.631% | |
| 5/18/2026 | EdgePoint Investment Group Inc. | 1,874,241 | $401.76M | 3.2% | -35.8% | 0.818% | |
| 5/18/2026 | Empowered Funds LLC | 24,212 | $5.19M | 0.0% | -2.7% | 0.011% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 146,353 | $31.37M | 0.0% | -28.1% | 0.064% | |
| 5/16/2026 | Quantinno Capital Management LP | 160,562 | $34.42M | 0.1% | +27.0% | 0.070% | |
| 5/16/2026 | SummitTX Capital L.P. | 34,106 | $7.31M | 0.2% | +68.6% | 0.015% | |
| 5/16/2026 | Lazard Asset Management LLC | 1,618,526 | $346.95M | 0.6% | +4.6% | 0.706% | |
| 5/16/2026 | Family Manage LLC | 9,594 | $2.06M | 0.2% | N/A | 0.004% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 18,598 | $3.99M | 0.0% | +125.2% | 0.008% | |
| 5/15/2026 | Lombard Odier Asset Management Switzerland SA | 9,280 | $1.99M | 0.1% | N/A | 0.004% | |
| 5/15/2026 | Aristotle Atlantic Partners LLC | 243,656 | $52.23M | 2.4% | +4.4% | 0.106% | |
| 5/15/2026 | Waverly Advisors LLC | 22,192 | $4.76M | 0.0% | +2.2% | 0.010% | |
| 5/15/2026 | Cumberland Partners Ltd | 143,536 | $30.77M | 2.3% | +522.4% | 0.063% | |
| 5/15/2026 | Entropy Technologies LP | 13,296 | $2.85M | 0.1% | +431.8% | 0.006% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 904 | $203K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 14,458 | $3.10M | 0.0% | -36.0% | 0.006% | |
| 5/14/2026 | Dai ichi Life Insurance Company Ltd | 9,680 | $2.08M | 0.1% | -20.5% | 0.004% | |
| 5/14/2026 | Renaissance Technologies LLC | 306,150 | $65.63M | 0.1% | +98.0% | 0.134% | |
| 5/14/2026 | Gabelli Funds LLC | 928,813 | $199.10M | 1.3% | -1.6% | 0.405% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 548,597 | $117.60M | 1.2% | -9.6% | 0.239% | |
| 5/14/2026 | Morningstar Investment Management LLC | 4,514 | $968K | 0.1% | -8.1% | 0.002% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 3,213 | $689K | 0.0% | +38.6% | 0.001% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 112,148 | $24.04M | 0.1% | +5.5% | 0.049% | |
| 5/14/2026 | M.D. Sass LLC | 361,795 | $77.55M | 5.9% | -4.5% | 0.158% | |
| 5/14/2026 | Compound Planning Inc. | 2,526 | $542K | 0.0% | +13.0% | 0.001% | |
| 5/14/2026 | Volterra Technologies LP | 1,821 | $390K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 542,044 | $116.19M | 0.1% | +22.0% | 0.236% | |
| 5/14/2026 | Caxton Associates LLP | 16,622 | $3.56M | 0.1% | +12.2% | 0.007% | |
| 5/14/2026 | Inceptionr LLC | 3,858 | $827K | 0.2% | N/A | 0.002% | |
| 5/14/2026 | Bank of Nova Scotia | 81,884 | $17.55M | 0.0% | +26.2% | 0.036% | |
| 5/14/2026 | Gibbs Wealth Management | 8,581 | $1.84M | 0.2% | +74.5% | 0.004% | |
| 5/14/2026 | Sei Investments Co. | 419,188 | $89.86M | 0.1% | +21.6% | 0.183% | |
| 5/14/2026 | Davis R M Inc. | 307,111 | $65.83M | 1.2% | -1.4% | 0.134% | |
| 5/14/2026 | Lido Advisors LLC | 7,952 | $1.71M | 0.0% | +4.5% | 0.003% | |
| 5/14/2026 | Decatur Capital Management Inc. | 38,803 | $8.32M | 3.8% | -1.6% | 0.017% | |
| 5/14/2026 | State of Wyoming | 819 | $176K | 0.0% | -32.8% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 50,157 | $10.75M | 0.0% | +9.2% | 0.022% | |
Your withdrawal order could cost you in taxes (Ad) If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly.
Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling.
Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire. Answer three quick questions to find your advisor match today |
| 5/13/2026 | First Citizens Bank & Trust Co. | 3,544 | $760K | 0.0% | -3.7% | 0.002% | |
| 5/13/2026 | CI Investments Inc. | 136,829 | $29.33M | 0.1% | -8.6% | 0.060% | |
| 5/13/2026 | First Trust Advisors LP | 120,834 | $25.90M | 0.0% | +20.7% | 0.053% | |
| 5/12/2026 | Westpac Banking Corp | 1,446 | $310K | 0.0% | -17.3% | 0.001% | |
| 5/12/2026 | Phillip James Consulting Co. | 408 | $87K | 0.1% | N/A | 0.000% | |
| 5/12/2026 | ABN Amro Investment Solutions | 11,613 | $2.49M | 0.0% | +15.7% | 0.005% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 193,568 | $41.49M | 0.0% | +0.3% | 0.084% | |
| 5/8/2026 | Oslo Pensjonsforsikring AS | 512 | $110K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | Andra AP fonden | 12,000 | $2.57M | 0.0% | +26.3% | 0.005% | |
| 5/8/2026 | Glenview Trust Co | 1,727 | $370K | 0.0% | +6.6% | 0.001% | |