7/15/2025 | Public Employees Retirement System of Ohio | 145,357 | $497K | 0.0% | -31.8% | 0.015% | |
7/14/2025 | GAMMA Investing LLC | 65,635 | $224K | 0.0% | +198.3% | 0.007% | |
7/11/2025 | Diversified Trust Co | 16,384 | $56K | 0.0% | N/A | 0.002% | |
6/3/2025 | Inspire Investing LLC | 14,431 | $45K | 0.0% | N/A | 0.001% | |
5/29/2025 | Rhumbline Advisers | 363,341 | $1.13M | 0.0% | +2.3% | 0.036% | |
5/19/2025 | Jane Street Group LLC | 58,648 | $182K | 0.0% | +52.9% | 0.006% | |
5/15/2025 | Vident Advisory LLC | 392,350 | $1.22M | 0.0% | +46.2% | 0.039% | |
5/14/2025 | Ieq Capital LLC | 20,831 | $65K | 0.0% | N/A | 0.002% | |
5/13/2025 | American Century Companies Inc. | 1,349,061 | $4.20M | 0.0% | +2.6% | 0.135% | |
5/13/2025 | Ethic Inc. | 163,998 | $505K | 0.0% | +87.7% | 0.016% | |
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5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 1,367,184 | $4.25M | 0.0% | -0.3% | 0.137% | |
5/9/2025 | PNC Financial Services Group Inc. | 106,695 | $332K | 0.0% | +21.1% | 0.011% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 14,153 | $44K | 0.0% | N/A | 0.001% | |
5/7/2025 | Wealthstream Advisors Inc. | 17,603 | $55K | 0.0% | N/A | 0.002% | |
5/5/2025 | Crestwood Advisors Group LLC | 14,620 | $45K | 0.0% | N/A | 0.001% | |
5/1/2025 | Schechter Investment Advisors LLC | 19,769 | $61K | 0.0% | -45.2% | 0.002% | |
5/1/2025 | Xponance Inc. | 16,317 | $51K | 0.0% | N/A | 0.002% | |
4/30/2025 | Cerity Partners LLC | 128,662 | $400K | 0.0% | +498.6% | 0.013% | |
4/24/2025 | BSW Wealth Partners | 13,399 | $42K | 0.0% | N/A | 0.001% | |
4/24/2025 | PDS Planning Inc | 47,264 | $147K | 0.0% | +98.7% | 0.005% | |
4/23/2025 | Sequoia Financial Advisors LLC | 99,944 | $311K | 0.0% | +161.2% | 0.010% | |
4/21/2025 | Blue Trust Inc. | 67,474 | $210K | 0.0% | +22.9% | 0.007% | |
4/15/2025 | GAMMA Investing LLC | 22,001 | $68K | 0.0% | +376.1% | 0.002% | |
4/9/2025 | Fragasso Financial Advisors Inc | 10,210 | $32K | 0.0% | N/A | 0.001% | |
4/8/2025 | Rhumbline Advisers | 363,341 | $1.13M | 0.0% | +2.3% | 0.036% | |
4/7/2025 | GAMMA Investing LLC | 68,423 | $213K | 0.0% | +1,380.7% | 0.007% | |
2/19/2025 | Public Employees Retirement System of Ohio | 213,136 | $654K | 0.0% | +8.3% | 0.021% | |
2/17/2025 | Vident Advisory LLC | 268,356 | $824K | 0.0% | -34.8% | 0.027% | |
2/17/2025 | Two Sigma Advisers LP | 10,500 | $32K | 0.0% | N/A | 0.001% | |
2/17/2025 | Millennium Management LLC | 20,900 | $64K | 0.0% | +21.2% | 0.002% | |
2/17/2025 | Laird Norton Wetherby Trust Company LLC | 42,173 | $129K | 0.0% | N/A | 0.004% | |
2/17/2025 | Ethic Inc. | 87,365 | $268K | 0.0% | +8.4% | 0.009% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 39,902 | $122K | 0.0% | N/A | 0.004% | |
2/17/2025 | Bank of America Corp DE | 77,643 | $238K | 0.0% | -43.9% | 0.008% | |
2/17/2025 | BNP Paribas Financial Markets | 13,282 | $41K | 0.0% | -78.6% | 0.001% | |
2/14/2025 | Jane Street Group LLC | 38,363 | $118K | 0.0% | -83.5% | 0.004% | |
2/14/2025 | Northern Trust Corp | 68,631 | $211K | 0.0% | +28.7% | 0.007% | |
2/14/2025 | Dimensional Fund Advisors LP | 3,847,872 | $11.82M | 0.0% | -0.2% | 0.385% | |
2/14/2025 | First Trust Advisors LP | 34,405 | $106K | 0.0% | N/A | 0.003% | |
2/13/2025 | Mariner LLC | 80,059 | $246K | 0.0% | -14.1% | 0.008% | |
"Death Spiral" Threatening Your Savings (Ad) The "Death Spiral" Threatening Your Savings
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2/13/2025 | Cerity Partners LLC | 21,495 | $66K | 0.0% | -13.4% | 0.002% | |
2/12/2025 | OLD Mission Capital LLC | 27,513 | $84K | 0.0% | -78.2% | 0.003% | |
2/12/2025 | Orion Portfolio Solutions LLC | 80,987 | $249K | 0.0% | +65.9% | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 34,539 | $106K | 0.0% | -75.7% | 0.003% | |
2/11/2025 | American Century Companies Inc. | 1,315,187 | $4.04M | 0.0% | +3.2% | 0.132% | |
2/10/2025 | PDS Planning Inc | 23,782 | $73K | 0.0% | +16.7% | 0.002% | |
2/10/2025 | Corient Private Wealth LLC | 148,385 | $456K | 0.0% | +42.7% | 0.015% | |
2/10/2025 | Connor Clark & Lunn Investment Management Ltd. | 1,371,287 | $4.21M | 0.0% | +5.4% | 0.137% | |
2/10/2025 | EverSource Wealth Advisors LLC | 12,099 | $37K | 0.0% | -41.3% | 0.001% | |
2/7/2025 | Sequoia Financial Advisors LLC | 38,265 | $117K | 0.0% | -8.0% | 0.004% | |
2/7/2025 | Natural Investments LLC | 30,870 | $94K | 0.0% | N/A | 0.003% | |
2/7/2025 | Generali Investments CEE investicni spolecnost a.s. | 139,278 | $428K | 0.0% | N/A | 0.014% | |
2/6/2025 | Schechter Investment Advisors LLC | 36,062 | $111K | 0.0% | +82.1% | 0.004% | |
1/30/2025 | Rhumbline Advisers | 355,197 | $1.09M | 0.0% | +1.9% | 0.036% | |
1/30/2025 | Blue Trust Inc. | 54,901 | $169K | 0.0% | -70.1% | 0.005% | |
1/29/2025 | Savant Capital LLC | 12,489 | $38K | 0.0% | N/A | 0.001% | |
1/23/2025 | Caprock Group LLC | 17,144 | $53K | 0.0% | +48.7% | 0.002% | |
1/22/2025 | Blue Trust Inc. | 296,355 | $910K | 0.0% | +61.6% | 0.030% | |
12/26/2024 | JPMorgan Chase & Co. | 142,293 | $576K | 0.0% | -41.4% | 0.014% | |
11/18/2024 | Coldstream Capital Management Inc. | 21,785 | $88K | 0.0% | +34.5% | 0.002% | |
11/15/2024 | Public Employees Retirement System of Ohio | 196,859 | $797K | 0.0% | N/A | 0.020% | |
11/15/2024 | Orion Portfolio Solutions LLC | 48,817 | $198K | 0.0% | +24.2% | 0.005% | |
11/15/2024 | Jane Street Group LLC | 231,847 | $939K | 0.0% | -41.8% | 0.023% | |
11/15/2024 | State Street Corp | 628,299 | $2.55M | 0.0% | +1.2% | 0.063% | |
11/13/2024 | BNP Paribas Financial Markets | 62,022 | $251K | 0.0% | -16.9% | 0.006% | |
11/13/2024 | FMR LLC | 42,861 | $174K | 0.0% | +38.9% | 0.004% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 1,301,206 | $5.27M | 0.0% | +27.8% | 0.130% | |
11/8/2024 | Avior Wealth Management LLC | 8,697 | $35K | 0.0% | -35.6% | 0.001% | |
11/6/2024 | Wealthstream Advisors Inc. | 15,733 | $64K | 0.0% | N/A | 0.002% | |
10/30/2024 | QRG Capital Management Inc. | 10,305 | $42K | 0.0% | N/A | 0.001% | |
10/25/2024 | First Trust Direct Indexing L.P. | 40,695 | $165K | 0.0% | -9.1% | 0.004% | |
10/22/2024 | Sequoia Financial Advisors LLC | 41,584 | $168K | 0.0% | -26.4% | 0.004% | |
10/18/2024 | Blue Trust Inc. | 183,391 | $756K | 0.0% | +546.6% | 0.018% | |
10/11/2024 | Sivia Capital Partners LLC | 20,281 | $82K | 0.0% | -28.5% | 0.002% | |
9/16/2024 | Cubist Systematic Strategies LLC | 31,668 | $130K | 0.0% | +341.1% | 0.003% | |
8/14/2024 | Cubist Systematic Strategies LLC | 31,668 | $130K | 0.0% | +341.1% | 0.003% | |
8/14/2024 | EverSource Wealth Advisors LLC | 16,411 | $67K | 0.0% | +20.7% | 0.002% | |
8/12/2024 | MQS Management LLC | 14,867 | $61K | 0.0% | N/A | 0.001% | |
8/12/2024 | XTX Topco Ltd | 28,199 | $116K | 0.0% | +130.6% | 0.003% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 86,826 | $351K | 0.0% | +3.8% | 0.009% | |
8/9/2024 | Renaissance Technologies LLC | 113,533 | $468K | 0.0% | N/A | 0.011% | |
8/9/2024 | Dimensional Fund Advisors LP | 3,802,614 | $15.66M | 0.0% | -1.9% | 0.380% | |
8/8/2024 | Inspire Advisors LLC | 36,903 | $152K | 0.0% | +11.6% | 0.004% | |
8/8/2024 | American Century Companies Inc. | 1,170,801 | $4.82M | 0.0% | +5.7% | 0.117% | |
8/6/2024 | Caprock Group LLC | 12,255 | $50K | 0.0% | N/A | 0.001% | |
8/6/2024 | Sivia Capital Partners LLC | 28,382 | $117K | 0.1% | -19.3% | 0.003% | |
8/1/2024 | Rhumbline Advisers | 360,513 | $1.49M | 0.0% | -30.1% | 0.036% | |
8/1/2024 | Natixis Advisors LLC | 54,370 | $224K | 0.0% | N/A | 0.005% | |
8/1/2024 | Drive Wealth Management LLC | 12,240 | $50K | 0.0% | N/A | 0.001% | |
7/18/2024 | Blue Trust Inc. | 28,361 | $116K | 0.0% | +268.3% | 0.003% | |
"Death Spiral" Threatening Your Savings (Ad) The "Death Spiral" Threatening Your Savings
But this time, it's not just Dalio ringing the alarm bells… Click Here to Keep Reading...National Debt & Your Retirement |
7/16/2024 | Sequoia Financial Advisors LLC | 56,492 | $233K | 0.0% | -36.4% | 0.006% | |
7/2/2024 | GAMMA Investing LLC | 7,508 | $31K | 0.0% | +45.9% | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 13,592 | $55K | 0.0% | +101.2% | 0.001% | |
5/10/2024 | Alera Investment Advisors LLC | 14,431 | $59K | 0.0% | +32.2% | 0.001% | |
5/8/2024 | Inspire Advisors LLC | 33,078 | $136K | 0.0% | +21.6% | 0.003% | |
5/2/2024 | PDS Planning Inc | 31,333 | $128K | 0.0% | +20.3% | 0.003% | |
5/1/2024 | BNP Paribas Financial Markets | 79,582 | $326K | 0.0% | +101.2% | 0.008% | |
5/1/2024 | Intelligence Driven Advisers LLC | 31,435 | $129K | 0.0% | +60.3% | 0.003% | |
5/1/2024 | Sequoia Financial Advisors LLC | 88,760 | $364K | 0.0% | +69.8% | 0.009% | |
4/30/2024 | HB Wealth Management LLC | 11,123 | $46K | 0.0% | N/A | 0.001% | |