| 8/6/2025 | Vestmark Advisory Solutions Inc. | 189,644 | $6.30M | 0.1% | +98.9% | 2.017% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 6,338 | $210K | 0.0% | -11.8% | 0.067% | |
| 8/6/2025 | Golden State Wealth Management LLC | 1,496 | $50K | 0.0% | +65.9% | 0.016% | |
| 8/5/2025 | Clarity Wealth Development LLC | 59,799 | $1.99M | 2.0% | -1.7% | 0.636% | |
| 8/5/2025 | Mission Wealth Management LP | 101,831 | $3.38M | 0.1% | +14.0% | 1.083% | |
| 8/5/2025 | TIAA Trust National Association | 1,180,714 | $39.21M | 0.1% | -14.3% | 12.561% | |
| 8/4/2025 | Assetmark Inc. | 46,900 | $1.56M | 0.0% | -1.0% | 0.499% | |
| 8/4/2025 | Quaker Wealth Management LLC | 914 | $30K | 0.0% | -200.0% | 0.010% | |
| 8/1/2025 | Rossby Financial LCC | 4,532 | $151K | 0.1% | -9.4% | 0.048% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 152,627 | $5.07M | 0.0% | +2.3% | 1.624% | |
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| 7/31/2025 | Wealthfront Advisers LLC | 818,660 | $27.19M | 0.1% | -1.6% | 8.709% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 16,395 | $544K | 0.1% | +4.5% | 0.174% | |
| 7/29/2025 | TFC Financial Management Inc. | 288,843 | $9.59M | 1.3% | +2.4% | 3.073% | |
| 7/28/2025 | CGC Financial Services LLC | 19,803 | $658K | 0.2% | N/A | 0.211% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 163,162 | $5.42M | 0.0% | -0.4% | 1.736% | |
| 7/25/2025 | McNamara Financial Services Inc. | 20,473 | $680K | 0.1% | +6.6% | 0.218% | |
| 7/18/2025 | First Pacific Financial | 12,945 | $430K | 0.1% | -45.2% | 0.138% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 6,058 | $201K | 0.0% | N/A | 0.064% | |
| 7/16/2025 | CX Institutional | 4,908 | $163K | 0.0% | -6.4% | 0.052% | |
| 7/14/2025 | Golden State Equity Partners | 12,980 | $431K | 0.1% | -12.4% | 0.138% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 584,694 | $19.42M | 3.0% | -48.4% | 6.220% | |
| 7/14/2025 | Sound Stewardship LLC | 6,751 | $224K | 0.1% | N/A | 0.072% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 7,407 | $246K | 0.1% | N/A | 0.079% | |
| 7/11/2025 | Colorado Capital Management Inc. | 256,787 | $8.53M | 3.7% | +5.0% | 2.732% | |
| 7/11/2025 | CX Institutional | 4,908 | $163K | 0.0% | -6.4% | 0.052% | |
| 7/11/2025 | UMB Bank n.a. | 11,453 | $380K | 0.0% | -26.6% | 0.122% | |
| 7/11/2025 | Pioneer Wealth Management Group | 48,748 | $1.62M | 0.6% | +10.8% | 0.519% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 136,588 | $4.58M | 0.0% | +0.7% | 1.453% | |
| 5/19/2025 | Jane Street Group LLC | 313,358 | $9.17M | 0.0% | +2,686.9% | 3.072% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 35,039 | $1.03M | 0.2% | -2.9% | 0.344% | |
| 5/16/2025 | Sepio Capital LP | 20,726 | $606K | 0.0% | N/A | 0.203% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,714 | $284K | 0.0% | -43.1% | 0.095% | |
| 5/15/2025 | Royal Bank of Canada | 17,470 | $511K | 0.0% | +114.3% | 0.171% | |
| 5/15/2025 | Betterment LLC | 7,529 | $220K | 0.0% | N/A | 0.074% | |
| 5/14/2025 | Jane Street Group LLC | 313,358 | $9.17M | 0.0% | +2,686.9% | 3.072% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 95,361 | $2.79M | 0.1% | -6.6% | 0.935% | |
| 5/13/2025 | Heck Capital Advisors LLC | 10,531 | $308K | 0.0% | +65.9% | 0.103% | |
| 5/9/2025 | Evolution Advisers Inc. | 60,705 | $1.78M | 0.9% | +28.1% | 0.595% | |
| 5/9/2025 | WealthShield Partners LLC | 7,387 | $216K | 0.0% | +10.3% | 0.072% | |
| 5/9/2025 | Natural Investments LLC | 8,132 | $237K | 0.1% | N/A | 0.080% | |
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| 5/8/2025 | TIAA Trust National Association | 1,377,716 | $40.30M | 0.1% | -1.2% | 13.507% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 1,132,816 | $33.14M | 5.0% | +3.2% | 11.106% | |
| 5/8/2025 | RVW Wealth LLC | 10,232 | $299K | 0.0% | -11.7% | 0.100% | |
| 5/6/2025 | Assetmark Inc. | 47,381 | $1.39M | 0.0% | +11.4% | 0.465% | |
| 5/6/2025 | Cetera Investment Advisers | 46,494 | $1.36M | 0.0% | -2.9% | 0.456% | |
| 5/5/2025 | Private Advisor Group LLC | 43,190 | $1.26M | 0.0% | -8.0% | 0.423% | |
| 5/2/2025 | Carson Advisory Inc. | 7,861 | $230K | 0.2% | -16.0% | 0.077% | |
| 5/2/2025 | Cable Hill Partners LLC | 131,725 | $3.87M | 0.4% | +1.1% | 1.291% | |
| 5/2/2025 | Wealthfront Advisers LLC | 832,250 | $24.34M | 0.1% | -14.7% | 8.159% | |
| 4/30/2025 | Allworth Financial LP | 2,549 | $74K | 0.0% | +136.7% | 0.025% | |
| 4/30/2025 | Cerity Partners OCIO LLC | 332,221 | $9.72M | 0.5% | N/A | 3.257% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 149,127 | $4.36M | 0.0% | -3.8% | 1.462% | |
| 4/29/2025 | Columbia River Financial Group LLC | 4,651 | $136K | 0.1% | N/A | 0.046% | |
| 4/28/2025 | Rossby Financial LCC | 5,004 | $146K | 0.1% | N/A | 0.049% | |
| 4/25/2025 | Westfuller Advisors LLC | 29,593 | $866K | 0.6% | +9.5% | 0.290% | |
| 4/24/2025 | TFC Financial Management Inc. | 282,130 | $8.25M | 1.3% | +101.2% | 2.766% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 77,612 | $2.27M | 1.7% | +7.4% | 0.761% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,803 | $53K | 0.0% | +174.0% | 0.018% | |
| 4/23/2025 | First Pacific Financial | 23,627 | $691K | 0.1% | -6.8% | 0.232% | |
| 4/23/2025 | Golden State Equity Partners | 14,824 | $434K | 0.1% | +21.8% | 0.145% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 209,595 | $6.13M | 0.0% | +2.0% | 2.055% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 163,831 | $4.79M | 0.0% | +6.4% | 1.606% | |
| 4/18/2025 | Colorado Capital Management Inc. | 244,619 | $7.16M | 3.3% | +8.8% | 2.398% | |
| 4/17/2025 | Mission Wealth Management LP | 89,307 | $2.61M | 0.1% | +1.7% | 0.876% | |
| 4/17/2025 | Stewardship Advisors LLC | 33,849 | $990K | 0.3% | -60.2% | 0.332% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 135,627 | $3.97M | 0.0% | +12.2% | 1.330% | |
| 4/15/2025 | CX Institutional | 5,243 | $153K | 0.0% | N/A | 0.051% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 7,235 | $212K | 0.0% | N/A | 0.071% | |
| 4/14/2025 | UMB Bank n.a. | 15,609 | $457K | 0.0% | -14.5% | 0.153% | |
| 4/11/2025 | McNamara Financial Services Inc. | 19,200 | $562K | 0.1% | +20.4% | 0.183% | |
| 4/10/2025 | Better Money Decisions LLC | 26,857 | $786K | 0.5% | +9.5% | 0.256% | |
| 4/10/2025 | CGN Advisors LLC | 10,291 | $301K | 0.0% | +14.7% | 0.098% | |
| 4/9/2025 | Pioneer Wealth Management Group | 44,006 | $1.29M | 0.6% | N/A | 0.419% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 120,845 | $3.51M | 0.0% | +5.2% | 1.151% | |
| 2/25/2025 | Heck Capital Advisors LLC | 6,348 | $184K | 0.0% | N/A | 0.061% | |
| 2/20/2025 | Westfuller Advisors LLC | 27,032 | $784K | 0.5% | +1.9% | 0.260% | |
| 2/17/2025 | Cetera Investment Advisers | 47,900 | $1.39M | 0.0% | +3.4% | 0.504% | |
| 2/17/2025 | Bank of America Corp DE | 474,182 | $13.76M | 0.0% | +4.0% | 4.991% | |
| 2/14/2025 | Jane Street Group LLC | 11,244 | $326K | 0.0% | -80.8% | 0.118% | |
| 2/13/2025 | MSH Capital Advisors LLC | 7,550 | $219K | 0.1% | N/A | 0.079% | |
| 2/13/2025 | NewEdge Advisors LLC | 17,060 | $495K | 0.0% | -7.8% | 0.180% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,975 | $522K | 0.0% | N/A | 0.189% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 155,011 | $4.50M | 0.0% | +4.5% | 1.632% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 43,827 | $1.27M | 0.0% | -2.2% | 0.461% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,952 | $521K | 0.0% | +14.7% | 0.189% | |
| 2/11/2025 | TIAA Trust National Association | 1,393,958 | $40.45M | 0.1% | +1.8% | 14.673% | |
| 2/11/2025 | LPL Financial LLC | 72,698 | $2.11M | 0.0% | -13.2% | 0.765% | |
| 2/11/2025 | Brooklyn FI LLC | 494,272 | $15.06M | 0.1% | +6,300.0% | 5.203% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 94,722 | $2.75M | 0.0% | +8.1% | 0.997% | |
| 2/10/2025 | Clarity Wealth Development LLC | 61,944 | $1.81M | 2.0% | N/A | 0.652% | |
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| 2/10/2025 | Corient Private Wealth LLC | 10,704 | $311K | 0.0% | N/A | 0.113% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 153,911 | $4.47M | 0.0% | +6.7% | 1.620% | |
| 2/10/2025 | Avalon Trust Co | 1,157 | $34K | 0.0% | N/A | 0.012% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 8,884 | $258K | 0.1% | N/A | 0.094% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 20,205 | $586K | 0.0% | +39.9% | 0.213% | |
| 2/10/2025 | Penobscot Wealth Management | 10,722 | $311K | 0.1% | +26.3% | 0.113% | |
| 2/7/2025 | HighTower Advisors LLC | 8,521 | $247K | 0.0% | -7.1% | 0.090% | |
| 2/7/2025 | Wealthfront Advisers LLC | 30,000 | $871K | 0.0% | -96.8% | 0.316% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 102,052 | $2.96M | 0.1% | +15.0% | 1.074% | |
| 2/6/2025 | One Capital Management LLC | 7,858 | $228K | 0.0% | -9.3% | 0.083% | |
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