4/26/2024 | Crestone Asset Management LLC | 11,077 | $394K | 0.1% | -25.5% | 0.527% | |
4/25/2024 | Values Added Financial LLC | 20,062 | $714K | 0.6% | -14.8% | 0.955% | |
4/22/2024 | Invera Wealth Advisors LLC | 109,273 | $3.76M | 3.1% | +8.3% | 5.203% | |
4/18/2024 | Optas LLC | 9,309 | $331K | 0.1% | +10.4% | 0.443% | |
2/15/2024 | Biltmore Family Office LLC | 12,180 | $432K | 0.1% | -36.8% | 0.609% | |
2/9/2024 | Congress Wealth Management LLC DE | 11,541 | $410K | 0.0% | +15.1% | 0.577% | |
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2/7/2024 | Wrapmanager Inc. | 9,949 | $353K | 0.1% | -4.4% | 0.497% | |
2/6/2024 | Crestone Asset Management LLC | 14,867 | $528K | 0.1% | -8.0% | 0.743% | |
2/2/2024 | Gould Asset Management LLC CA | 10,100 | $359K | 0.1% | +51.3% | 0.505% | |
2/2/2024 | Bailard Inc. | 29,202 | $1.04M | 0.0% | N/A | 1.460% | |
2/1/2024 | RWA Wealth Partners LLC | 48,855 | $1.73M | 0.0% | N/A | 2.443% | |
1/29/2024 | Clarius Group LLC | 13,356 | $474K | 0.0% | -2.2% | 0.668% | |
1/26/2024 | Financial Connections Group Inc. | 1,517 | $53K | 0.0% | -86.1% | 0.076% | |
1/26/2024 | Optas LLC | 8,430 | $299K | 0.1% | +36.9% | 0.422% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 32,890 | $1.17M | 0.3% | +10.0% | 1.645% | |
1/18/2024 | Values Added Financial LLC | 23,544 | $836K | 0.7% | -6.5% | 1.177% | |
1/17/2024 | Invera Wealth Advisors LLC | 100,890 | $3.58M | 2.2% | N/A | 5.045% | |
12/7/2023 | Financial Insights Inc. | 6,052 | $200K | 0.1% | N/A | 0.319% | |
11/14/2023 | Lazard Asset Management LLC | 23,341 | $790K | 0.0% | N/A | 1.228% | |
11/6/2023 | Financial Connections Group Inc. | 10,884 | $368K | 0.5% | -16.1% | 0.573% | |
11/3/2023 | Main Street Financial Solutions LLC | 6,831 | $231K | 0.0% | N/A | 0.360% | |
10/31/2023 | Optas LLC | 6,158 | $209K | 0.1% | -27.4% | 0.324% | |
10/30/2023 | Congress Wealth Management LLC DE | 10,030 | $340K | 0.0% | +29.6% | 0.528% | |
10/24/2023 | Gould Asset Management LLC CA | 6,675 | $226K | 0.1% | +14.1% | 0.417% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 29,895 | $1.01M | 0.3% | +3.0% | 1.868% | |
10/11/2023 | Abacus Planning Group Inc. | 6,308 | $214K | 0.1% | N/A | 0.394% | |
10/11/2023 | Wade Financial Advisory Inc | 15,870 | $537K | 0.2% | +36.0% | 0.992% | |
8/10/2023 | Wade Financial Advisory Inc | 11,670 | $414K | 0.2% | +13.0% | 0.729% | |
8/8/2023 | Wrapmanager Inc. | 10,236 | $363K | 0.1% | +3.4% | 0.640% | |
8/3/2023 | Crestone Asset Management LLC | 16,162 | $574K | 0.1% | +8.7% | 1.010% | |
7/24/2023 | Values Added Financial LLC | 13,588 | $482K | 0.5% | N/A | 0.849% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 29,026 | $1.03M | 0.3% | +2.3% | 1.814% | |
7/20/2023 | Optas LLC | 8,483 | $301K | 0.1% | -19.5% | 0.606% | |
7/14/2023 | Financial Connections Group Inc. | 12,966 | $460K | 0.3% | -10.1% | 0.926% | |
5/15/2023 | Flow Traders U.S. LLC | 104,289 | $3.66M | 0.1% | -44.6% | 7.449% | |
5/12/2023 | Atlantic Private Wealth LLC | 30,298 | $1.06M | 1.1% | +9.9% | 2.164% | |
5/8/2023 | Wrapmanager Inc. | 9,904 | $347K | 0.1% | -4.4% | 0.707% | |
5/2/2023 | Crestone Asset Management LLC | 14,867 | $521K | 0.1% | -17.7% | 1.062% | |
5/2/2023 | Gould Asset Management LLC CA | 5,850 | $205K | 0.1% | N/A | 0.418% | |
4/21/2023 | Walkner Condon Financial Advisors LLC | 28,361 | $995K | 0.3% | +4.3% | 2.026% | |
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4/18/2023 | Optas LLC | 10,535 | $369K | 0.1% | N/A | 0.753% | |
4/18/2023 | Financial Insights Inc. | 5,860 | $205K | 0.1% | N/A | 0.419% | |
4/14/2023 | Congress Wealth Management LLC DE | 7,481 | $262K | 0.0% | +22.7% | 0.534% | |
3/6/2023 | OLD Mission Capital LLC | 3,672 | $125K | 0.0% | N/A | 0.262% | |
2/15/2023 | Flow Traders U.S. LLC | 188,141 | $6.41M | 0.3% | N/A | 13.439% | |
2/15/2023 | Financial Connections Group Inc. | 14,371 | $489K | 0.4% | -4.1% | 1.027% | |
2/7/2023 | Biltmore Family Office LLC | 20,003 | $681K | 0.1% | -21.8% | 1.429% | |
2/7/2023 | Envestnet Asset Management Inc. | 6,630 | $226K | 0.0% | N/A | 0.474% | |
2/2/2023 | Congress Wealth Management LLC DE | 6,098 | $208K | 0.0% | N/A | 0.436% | |
2/1/2023 | Crestone Asset Management LLC | 18,069 | $615K | 0.1% | N/A | 1.291% | |
1/26/2023 | Walkner Condon Financial Advisors LLC | 27,192 | $927K | 0.3% | +19.6% | 1.942% | |
1/25/2023 | Clarius Group LLC | 13,652 | $465K | 0.0% | +4.9% | 0.975% | |
1/13/2023 | Wade Financial Advisory Inc | 10,165 | $346K | 0.2% | N/A | 0.726% | |
11/14/2022 | Wrapmanager Inc. | 10,584 | $335K | 0.1% | -4.1% | 0.962% | |
11/9/2022 | Pecaut & CO. | 2,811 | $89K | 0.0% | -14.7% | 0.256% | |
11/9/2022 | Your Advocates Ltd. LLP | 1,080 | $34K | 0.0% | +75.6% | 0.098% | |
11/1/2022 | Financial Connections Group Inc. | 14,992 | $474K | 0.4% | +13.6% | 1.363% | |
10/28/2022 | Walkner Condon Financial Advisors LLC | 22,731 | $720K | 0.2% | +13.1% | 2.066% | |
10/24/2022 | Clarius Group LLC | 13,011 | $412K | 0.0% | N/A | 1.183% | |
10/5/2022 | IMPACTfolio LLC | 27,951 | $885K | 0.9% | N/A | 2.795% | |
8/13/2022 | Flow Traders U.S. LLC | 207,124 | $7.54M | 0.4% | -19.8% | 20.712% | |
8/5/2022 | Wrapmanager Inc. | 11,040 | $402K | 0.1% | -4.2% | 1.104% | |
8/5/2022 | OLD Mission Capital LLC | 9,716 | $354K | 0.0% | N/A | 0.972% | |
8/4/2022 | Biltmore Family Office LLC | 48,304 | $1.76M | 0.4% | -40.7% | 4.830% | |
8/4/2022 | Walkner Condon Financial Advisors LLC | 20,100 | $732K | 0.2% | +26.8% | 2.010% | |
8/3/2022 | Financial Insights Inc. | 5,643 | $205K | 0.2% | N/A | 0.564% | |
7/22/2022 | Financial Connections Group Inc. | 13,197 | $480K | 0.4% | +16.7% | 1.320% | |
7/6/2022 | Atlantic Private Wealth LLC | 27,479 | $1M | 1.0% | +79.3% | 2.748% | |
5/12/2022 | Biltmore Family Office LLC | 81,513 | $3.34M | 0.7% | -3.1% | 8.151% | |
5/10/2022 | Wrapmanager Inc. | 11,529 | $473K | 0.1% | +3.5% | 1.153% | |
5/10/2022 | MAI Capital Management | 5,748 | $236K | 0.0% | N/A | 0.575% | |
5/3/2022 | Walkner Condon Financial Advisors LLC | 15,850 | $650K | 0.2% | N/A | 1.585% | |
4/29/2022 | Financial Connections Group Inc. | 11,307 | $463K | 0.5% | +56.1% | 1.131% | |
4/7/2022 | Diversified Trust Co | 13,573 | $556K | 0.0% | N/A | 1.357% | |
4/4/2022 | IMPACTfolio LLC | 5,025 | $206K | 0.2% | N/A | 0.503% | |
2/16/2022 | Flow Traders U.S. LLC | 109,317 | $4.71M | 0.3% | -44.3% | 15.617% | |
2/11/2022 | Pecaut & CO. | 2,924 | $126K | 0.1% | N/A | 0.418% | |
2/8/2022 | Bank OZK | 6,000 | $258K | 0.1% | N/A | 0.857% | |
2/7/2022 | Wrapmanager Inc. | 11,142 | $480K | 0.1% | +140.2% | 1.592% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,662 | $72K | 0.0% | +43.9% | 0.237% | |
1/31/2022 | CWM LLC | 1,768 | $76K | 0.0% | N/A | 0.253% | |
1/19/2022 | Atlantic Private Wealth LLC | 15,322 | $660K | 0.6% | N/A | 2.189% | |
11/15/2021 | Flow Traders U.S. LLC | 196,230 | $8.51M | 0.3% | +2,314.8% | 39.246% | |
11/10/2021 | Wrapmanager Inc. | 4,639 | $201K | 0.1% | N/A | 0.928% | |
8/24/2021 | Flow Traders U.S. LLC | 8,126 | $378K | 0.0% | -66.3% | 2.709% | |
8/16/2021 | Royal Bank of Canada | 5,180 | $241K | 0.0% | N/A | 1.727% | |
8/11/2021 | BlackRock Inc. | 55,000 | $2.56M | 0.0% | -57.7% | 18.333% | |
8/10/2021 | Walkner Condon Financial Advisors LLC | 10,808 | $504K | 0.2% | N/A | 3.603% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,155 | $54K | 0.0% | +24.9% | 0.385% | |
5/18/2021 | Flow Traders U.S. LLC | 24,147 | $1.06M | 0.1% | -62.8% | 8.049% | |
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5/18/2021 | Jane Street Group LLC | 20,093 | $879K | 0.0% | N/A | 6.698% | |
5/7/2021 | BlackRock Inc. | 130,000 | $5.69M | 0.0% | -35.0% | 43.333% | |
2/5/2021 | BlackRock Inc. | 200,000 | $8.39M | 0.0% | N/A | 66.667% | |