10/29/2024 | Farther Finance Advisors LLC | 2,092 | $42K | 0.0% | N/A | 0.033% | |
10/22/2024 | Leo Wealth LLC | 284,017 | $5.71M | 0.5% | -0.3% | 4.438% | |
10/7/2024 | KWB Wealth | 42,341 | $851K | 0.1% | +66.5% | 0.662% | |
10/2/2024 | Boltwood Capital Management | 39,400 | $792K | 0.2% | +30.9% | 0.616% | |
8/15/2024 | Main Management ETF Advisors LLC | 679,750 | $11.26M | 0.6% | +86.7% | 10.621% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 28,981 | $480K | 0.0% | N/A | 0.453% | |
|
7/30/2024 | Atlas Capital Advisors LLC | 10,233 | $170K | 0.0% | +1,161.8% | 0.160% | |
7/8/2024 | Boltwood Capital Management | 30,100 | $499K | 0.2% | +19.0% | 0.470% | |
5/14/2024 | CreativeOne Wealth LLC | 48,428 | $764K | 0.0% | -18.0% | 0.757% | |
5/9/2024 | Leo Wealth LLC | 238,731 | $3.77M | 0.4% | +3.4% | 3.730% | |
4/20/2024 | KWB Wealth | 25,430 | $401K | 0.1% | N/A | 0.410% | |
4/13/2024 | Wallace Advisory Group LLC | 13,401 | $215K | 0.2% | N/A | 0.216% | |
4/4/2024 | Boltwood Capital Management | 25,300 | $399K | 0.1% | +26.5% | 0.408% | |
3/14/2024 | Leo Wealth LLC | 230,855 | $3.70M | 0.4% | N/A | 3.723% | |
2/13/2024 | Morningstar Investment Services LLC | 66,688 | $1.07M | 0.0% | +103.0% | 1.076% | |
2/12/2024 | Glovista Investments LLC | 1,321,454 | $21.19M | 9.8% | -0.6% | 21.314% | |
2/9/2024 | CreativeOne Wealth LLC | 59,051 | $948K | 0.1% | +10.0% | 0.952% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 48,185 | $773K | 0.0% | -1.4% | 0.777% | |
1/5/2024 | Boltwood Capital Management | 20,000 | $321K | 0.1% | +26.6% | 0.323% | |
12/11/2023 | Glovista Investments LLC | 1,328,990 | $22.83M | 13.5% | -2.9% | 21.435% | |
11/14/2023 | Morningstar Investment Services LLC | 32,851 | $556K | 0.0% | +5.8% | 0.530% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 48,857 | $835K | 0.0% | -2.7% | 0.788% | |
11/9/2023 | Financiere des Professionnels Fonds d investissement inc. | 425,000 | $7.26M | 0.7% | N/A | 6.855% | |
11/9/2023 | UBS Group AG | 396,411 | $6.78M | 0.0% | +8,314.6% | 6.394% | |
11/3/2023 | Private Advisor Group LLC | 14,444 | $247K | 0.0% | +14.8% | 0.233% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,444 | $178K | 0.0% | N/A | 0.168% | |
10/17/2023 | CreativeOne Wealth LLC | 53,679 | $917K | 0.1% | N/A | 0.866% | |
10/10/2023 | Boltwood Capital Management | 15,800 | $270K | 0.1% | N/A | 0.255% | |
8/16/2023 | Glovista Investments LLC | 1,369,127 | $24.07M | 12.7% | -0.4% | 22.083% | |
8/14/2023 | Morningstar Investment Services LLC | 31,038 | $544K | 0.0% | +7.6% | 0.501% | |
8/10/2023 | Private Advisor Group LLC | 12,583 | $221K | 0.0% | +16.9% | 0.203% | |
8/9/2023 | Flow Traders U.S. LLC | 16,896 | $297K | 0.0% | -23.9% | 0.291% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 50,226 | $884K | 0.0% | +7.5% | 0.866% | |
8/3/2023 | CWM LLC | 4,205 | $74K | 0.0% | -19.2% | 0.073% | |
7/25/2023 | Leo Brokerage LLC | 11,549 | $203K | 0.0% | -5.5% | 0.199% | |
5/11/2023 | Kovitz Investment Group Partners LLC | 46,706 | $918K | 0.0% | -7.1% | 0.805% | |
5/4/2023 | Merriman Wealth Management LLC | 44,964 | $884K | 0.0% | N/A | 0.775% | |
5/2/2023 | Leo Brokerage LLC | 12,223 | $240K | 0.0% | N/A | 0.211% | |
5/1/2023 | CWM LLC | 5,205 | $102K | 0.0% | N/A | 0.090% | |
3/6/2023 | OLD Mission Capital LLC | 42,946 | $802K | 0.0% | +129.8% | 0.767% | |
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2/13/2023 | Glovista Investments LLC | 1,408,530 | $26.53M | 13.2% | -16.4% | 25.152% | |
2/10/2023 | Morningstar Investment Services LLC | 26,254 | $521K | 0.0% | -6.1% | 0.469% | |
2/8/2023 | UBS Group AG | 7,997 | $149K | 0.0% | +52.5% | 0.143% | |
2/7/2023 | LPL Financial LLC | 35,700 | $667K | 0.0% | +120.1% | 0.638% | |
2/7/2023 | Envestnet Asset Management Inc. | 51,844 | $969K | 0.0% | -3.0% | 0.926% | |
1/19/2023 | Kovitz Investment Group Partners LLC | 50,296 | $940K | 0.0% | -5.2% | 0.898% | |
11/15/2022 | Flow Traders U.S. LLC | 31,981 | $540K | 0.0% | N/A | 0.571% | |
11/14/2022 | OLD Mission Capital LLC | 18,692 | $316K | 0.0% | N/A | 0.334% | |
11/9/2022 | Kovitz Investment Group Partners LLC | 53,031 | $896K | 0.0% | -4.0% | 0.947% | |
8/16/2022 | Glovista Investments LLC | 1,696,160 | $37.12M | 15.3% | -4.5% | 31.410% | |
5/16/2022 | Glovista Investments LLC | 1,775,447 | $38.05M | 11.3% | +19.8% | 34.143% | |
5/10/2022 | Morningstar Investment Services LLC | 20,056 | $436K | 0.0% | +58.1% | 0.386% | |
5/4/2022 | Envestnet Asset Management Inc. | 53,887 | $1.14M | 0.0% | N/A | 1.036% | |
4/22/2022 | Kovitz Investment Group Partners LLC | 55,669 | $1.17M | 0.0% | +27.0% | 1.071% | |
2/16/2022 | Flow Traders U.S. LLC | 115,311 | $2.86M | 0.2% | -67.2% | 2.402% | |
2/14/2022 | Rockefeller Capital Management L.P. | 1,014 | $25K | 0.0% | N/A | 0.021% | |
2/10/2022 | Glovista Investments LLC | 1,481,526 | $36.82M | 10.2% | +15.1% | 30.865% | |
2/10/2022 | OLD Mission Capital LLC | 187,797 | $4.66M | 0.2% | N/A | 3.912% | |
2/7/2022 | Brandywine Oak Private Wealth LLC | 19,132 | $180K | 0.0% | -88.2% | 0.399% | |
2/4/2022 | Kovitz Investment Group Partners LLC | 43,844 | $1.40M | 0.0% | -17.6% | 0.913% | |
2/1/2022 | Morningstar Investment Services LLC | 12,687 | $315K | 0.0% | N/A | 0.264% | |
1/27/2022 | PFG Private Wealth Management LLC | 35,190 | $873K | 0.5% | N/A | 0.733% | |
1/24/2022 | National Bank of Canada FI | 1,180 | $29K | 0.0% | N/A | 0.025% | |
1/19/2022 | SOL Capital Management CO | 11,420 | $283K | 0.1% | N/A | 0.238% | |
11/16/2021 | Jane Street Group LLC | 124,430 | $3.32M | 0.0% | N/A | 2.592% | |
11/15/2021 | Flow Traders U.S. LLC | 351,043 | $9.36M | 0.4% | +201.8% | 7.313% | |
11/12/2021 | Glovista Investments LLC | 1,287,722 | $34.36M | 10.0% | -24.8% | 26.828% | |
10/28/2021 | Kovitz Investment Group Partners LLC | 53,178 | $1.42M | 0.0% | +19.0% | 1.108% | |
10/18/2021 | Brandywine Oak Private Wealth LLC | 162,495 | $5.26M | 0.6% | N/A | 3.385% | |
8/24/2021 | Flow Traders U.S. LLC | 116,321 | $3.77M | 0.2% | N/A | 2.644% | |
8/16/2021 | Royal Bank of Canada | 11,510 | $373K | 0.0% | -10.2% | 0.262% | |
8/13/2021 | LPL Financial LLC | 6,223 | $202K | 0.0% | N/A | 0.141% | |
8/13/2021 | Franklin Resources Inc. | 150,529 | $4.88M | 0.0% | -84.4% | 3.421% | |
8/4/2021 | Kovitz Investment Group Partners LLC | 44,698 | $1.45M | 0.0% | +2.5% | 1.016% | |
5/17/2021 | Royal Bank of Canada | 12,814 | $412K | 0.0% | -27.3% | 0.337% | |
5/13/2021 | Franklin Resources Inc. | 961,850 | $30.95M | 0.0% | -0.2% | 25.312% | |
5/12/2021 | UBS Group AG | 1,090 | $35K | 0.0% | N/A | 0.029% | |
2/17/2021 | Jane Street Group LLC | 103,738 | $3.30M | 0.0% | +201.0% | 4.715% | |
2/11/2021 | Citigroup Inc. | 2,182 | $69K | 0.0% | +35.9% | 0.099% | |
11/17/2020 | Jane Street Group LLC | 34,467 | $1.00M | 0.0% | -44.0% | 1.567% | |
11/10/2020 | Texas Yale Capital Corp. | 22,500 | $654K | 0.1% | N/A | 1.023% | |
11/10/2020 | Kovitz Investment Group Partners LLC | 43,695 | $1.27M | 0.0% | -7.7% | 1.986% | |