8/9/2024 | Renaissance Technologies LLC | 587,000 | $734K | 0.0% | -2.2% | 1.877% | |
8/6/2024 | Koss Olinger Consulting LLC | 58,887 | $74K | 0.0% | N/A | 0.188% | |
7/15/2024 | SMI Advisory Services LLC | 28,000 | $34K | 0.0% | -26.5% | 0.090% | |
4/15/2024 | SMI Advisory Services LLC | 38,089 | $43K | 0.0% | +117.7% | 0.122% | |
1/23/2024 | Physician Wealth Advisors Inc. | 31,375 | $40K | 0.0% | -20.3% | 0.103% | |
1/12/2024 | SMI Advisory Services LLC | 17,499 | $25K | 0.0% | N/A | 0.057% | |
|
11/13/2023 | Kestra Advisory Services LLC | 128,560 | $136K | 0.0% | +108.8% | 0.420% | |
10/11/2023 | Koss Olinger Consulting LLC | 111,808 | $119K | 0.0% | +71.8% | 0.363% | |
7/31/2023 | Koss Olinger Consulting LLC | 65,066 | $72K | 0.0% | +106.7% | 0.215% | |
2/10/2023 | Easterly Investment Partners LLC | 121,826 | $307K | 0.0% | -5.7% | 0.394% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 55,016 | $139K | 0.0% | -15.4% | 0.178% | |
1/25/2023 | UMA Financial Services Inc. | 39,375 | $110K | 0.0% | +16.2% | 0.127% | |
10/25/2022 | Janney Montgomery Scott LLC | 13,700 | $44K | 0.0% | -19.4% | 0.041% | |
10/25/2022 | Raymond James & Associates | 10,698 | $34K | 0.0% | -43.5% | 0.032% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 65,016 | $209K | 0.0% | N/A | 0.192% | |
10/6/2022 | UMA Financial Services Inc. | 33,875 | $113K | 0.0% | +19.4% | 0.100% | |
8/25/2022 | SMI Advisory Services LLC | 20,595 | $116K | 0.0% | +97.6% | 0.061% | |
8/9/2022 | Lazard Asset Management LLC | 20,095 | $112K | 0.0% | +101.0% | 0.059% | |
8/8/2022 | Walleye Trading LLC | 33,822 | $190K | 0.0% | +148.2% | 0.100% | |
8/3/2022 | Janney Montgomery Scott LLC | 17,000 | $87K | 0.0% | -51.5% | 0.050% | |
8/2/2022 | UMA Financial Services Inc. | 28,376 | $188K | 0.1% | -29.7% | 0.084% | |
7/27/2022 | Advisor Resource Council | 62,647 | $351K | 0.0% | -76.2% | 0.185% | |
5/11/2022 | State of Tennessee Treasury Department | 73,043 | $451K | 0.0% | +82.6% | 0.215% | |
5/9/2022 | Principal Financial Group Inc. | 49,652 | $307K | 0.0% | -33.6% | 0.146% | |
5/9/2022 | Qube Research & Technologies Ltd | 25,627 | $158K | 0.0% | N/A | 0.075% | |
5/5/2022 | UMA Financial Services Inc. | 40,375 | $188K | 0.0% | +17.5% | 0.119% | |
5/4/2022 | SummerHaven Investment Management LLC | 114,800 | $709K | 0.4% | +4.8% | 0.338% | |
4/28/2022 | SMI Advisory Services LLC | 10,423 | $64K | 0.0% | N/A | 0.031% | |
4/26/2022 | Kestra Advisory Services LLC | 10,000 | $62K | 0.0% | N/A | 0.029% | |
4/20/2022 | Advisor Resource Council | 263,358 | $1.63M | 0.5% | -11.2% | 0.775% | |
2/15/2022 | 683 Capital Management LLC | 37,000 | $330K | 0.0% | N/A | 0.128% | |
2/10/2022 | Acadian Asset Management LLC | 5,677 | $50K | 0.0% | N/A | 0.020% | |
2/10/2022 | HighTower Advisors LLC | 45,428 | $406K | 0.0% | -31.2% | 0.157% | |
2/9/2022 | Principal Financial Group Inc. | 74,833 | $668K | 0.0% | -46.6% | 0.259% | |
2/9/2022 | Lazard Asset Management LLC | 9,837 | $87K | 0.0% | +21.7% | 0.034% | |
2/8/2022 | Easterly Investment Partners LLC | 154,825 | $1.38M | 0.1% | -4.5% | 0.536% | |
2/8/2022 | First Trust Advisors LP | 44,053 | $393K | 0.0% | +14.1% | 0.152% | |
2/7/2022 | Victory Capital Management Inc. | 9,739 | $87K | 0.0% | -15.1% | 0.034% | |
2/7/2022 | American Century Companies Inc. | 63,914 | $571K | 0.0% | N/A | 0.221% | |
2/3/2022 | Summit Wealth & Retirement Planning Inc. | 14,495 | $129K | 0.0% | -54.2% | 0.050% | |
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2/3/2022 | Advisor Group Holdings Inc. | 31,199 | $278K | 0.0% | +142.9% | 0.108% | |
1/31/2022 | Ieq Capital LLC | 14,500 | $129K | 0.0% | N/A | 0.050% | |
1/27/2022 | Janney Montgomery Scott LLC | 37,970 | $339K | 0.0% | +86.9% | 0.131% | |
1/21/2022 | Russell Investments Group Ltd. | 242,232 | $2.16M | 0.0% | -27.3% | 0.838% | |
1/11/2022 | UMA Financial Services Inc. | 34,375 | $319K | 0.1% | +13.2% | 0.119% | |
11/16/2021 | Schonfeld Strategic Advisors LLC | 17,835 | $174K | 0.0% | +23.8% | 0.062% | |
11/16/2021 | Easterly Investment Partners LLC | 162,190 | $1.58M | 0.1% | N/A | 0.561% | |
11/16/2021 | Advisor Resource Council | 296,434 | $2.88M | 0.9% | +7.2% | 1.026% | |
11/16/2021 | Millennium Management LLC | 754,493 | $7.34M | 0.0% | +68.6% | 2.612% | |
11/15/2021 | Cubist Systematic Strategies LLC | 76,030 | $740K | 0.0% | -13.4% | 0.263% | |
11/15/2021 | Marshall Wace LLP | 221,292 | $2.15M | 0.0% | +525.7% | 0.766% | |
11/15/2021 | HighTower Advisors LLC | 66,030 | $642K | 0.0% | +4.3% | 0.229% | |
11/12/2021 | Renaissance Technologies LLC | 184,500 | $1.80M | 0.0% | +201.0% | 0.639% | |
11/12/2021 | Jump Financial LLC | 37,200 | $362K | 0.0% | +255.9% | 0.129% | |
11/12/2021 | Summit Wealth & Retirement Planning Inc. | 31,647 | $308K | 0.1% | -12.4% | 0.110% | |
11/12/2021 | Geode Capital Management LLC | 256,497 | $2.50M | 0.0% | +7.7% | 0.888% | |
11/12/2021 | LifePro Asset Management | 19,151 | $186K | 0.1% | N/A | 0.066% | |
11/10/2021 | Goldman Sachs Group Inc. | 50,819 | $494K | 0.0% | +75.8% | 0.176% | |
11/10/2021 | Creative Planning | 82,355 | $801K | 0.0% | +112.0% | 0.285% | |
11/9/2021 | Barclays PLC | 12,058 | $117K | 0.0% | -66.4% | 0.042% | |
11/9/2021 | BlackRock Inc. | 531,266 | $5.17M | 0.0% | +2.6% | 1.839% | |
11/9/2021 | Principal Financial Group Inc. | 140,229 | $1.36M | 0.0% | -1.3% | 0.485% | |
11/8/2021 | Russell Investments Group Ltd. | 333,206 | $3.24M | 0.0% | +31.2% | 1.153% | |
11/5/2021 | Advisor Group Holdings Inc. | 12,846 | $124K | 0.0% | -17.1% | 0.044% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 11,963 | $116K | 0.0% | N/A | 0.041% | |
11/1/2021 | Black Swift Group LLC | 10,000 | $97K | 0.0% | N/A | 0.035% | |
10/29/2021 | Janney Montgomery Scott LLC | 20,320 | $198K | 0.0% | N/A | 0.070% | |
10/28/2021 | WINTON GROUP Ltd | 111,107 | $1.08M | 0.1% | -5.7% | 0.385% | |
10/20/2021 | SummerHaven Investment Management LLC | 109,515 | $1.07M | 0.6% | N/A | 0.379% | |
10/19/2021 | UMA Financial Services Inc. | 30,375 | $255K | 0.1% | -9.0% | 0.105% | |
10/15/2021 | NEXT Financial Group Inc | 3,150 | $31K | 0.0% | N/A | 0.011% | |
10/13/2021 | Prairiewood Capital LLC | 59,357 | $578K | 0.5% | N/A | 0.205% | |
9/3/2021 | Parametric Portfolio Associates LLC | 489,799 | $4.04M | 0.0% | +288.8% | 1.695% | |
8/25/2021 | Marshall Wace LLP | 35,369 | $292K | 0.0% | N/A | 0.122% | |
8/24/2021 | Snow Capital Management LP | 142,681 | $1.18M | 0.2% | +177.9% | 0.494% | |
8/19/2021 | Advisor Resource Council | 276,434 | $2.28M | 0.2% | N/A | 0.957% | |
8/17/2021 | Millennium Management LLC | 447,435 | $3.69M | 0.0% | N/A | 1.561% | |
8/17/2021 | Price T Rowe Associates Inc. MD | 39,600 | $327K | 0.0% | -16.7% | 0.138% | |
8/17/2021 | Boothbay Fund Management LLC | 11,582 | $96K | 0.0% | N/A | 0.040% | |
8/16/2021 | Squarepoint Ops LLC | 22,181 | $183K | 0.0% | N/A | 0.077% | |
8/16/2021 | AQR Capital Management LLC | 85,784 | $708K | 0.0% | -33.7% | 0.299% | |
8/16/2021 | LMR Partners LLP | 13,857 | $114K | 0.0% | N/A | 0.048% | |
8/16/2021 | Cubist Systematic Strategies LLC | 87,745 | $724K | 0.0% | +310.2% | 0.306% | |
8/16/2021 | Occudo Quantitative Strategies LP | 43,570 | $359K | 0.1% | N/A | 0.152% | |
8/16/2021 | Royal Bank of Canada | 70,184 | $579K | 0.0% | +267.5% | 0.245% | |
8/16/2021 | Schonfeld Strategic Advisors LLC | 14,410 | $118K | 0.0% | N/A | 0.050% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 54,044 | $446K | 0.0% | -51.4% | 0.189% | |
8/16/2021 | State Street Corp | 89,784 | $741K | 0.0% | -79.7% | 0.313% | |
8/16/2021 | Tibra Equities Europe Ltd | 34,100 | $281K | 0.1% | N/A | 0.119% | |
8/16/2021 | Federated Hermes Inc. | 82,685 | $682K | 0.0% | N/A | 0.288% | |
Protect Your Bank Account with THESE 4 Simple Steps (Ad) Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
It will give them unprecedented powers to control your bank account. Learn these 4 simple steps and protect your savings before it’s too late. |
8/16/2021 | Goldman Sachs Group Inc. | 28,903 | $238K | 0.0% | +153.8% | 0.101% | |
8/16/2021 | Marshall Wace LLP | 35,369 | $292K | 0.0% | N/A | 0.123% | |
8/13/2021 | Renaissance Technologies LLC | 61,300 | $506K | 0.0% | N/A | 0.214% | |
8/13/2021 | Northern Trust Corp | 49,760 | $410K | 0.0% | -82.7% | 0.174% | |
8/13/2021 | Natixis | 14,000 | $116K | 0.0% | +27.3% | 0.049% | |
8/13/2021 | Jump Financial LLC | 10,451 | $86K | 0.0% | -78.0% | 0.036% | |
8/13/2021 | LPL Financial LLC | 47,150 | $389K | 0.0% | -15.1% | 0.164% | |
8/13/2021 | Qube Research & Technologies Ltd | 34,308 | $283K | 0.0% | +47.7% | 0.120% | |
8/13/2021 | Geode Capital Management LLC | 238,186 | $1.97M | 0.0% | -45.3% | 0.831% | |
8/13/2021 | Vanguard Group Inc. | 1,848,637 | $15.25M | 0.0% | +1.0% | 6.449% | |