| 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% | |
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| 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% | |
| 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% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,975 | $522K | 0.0% | N/A | 0.189% | |
| 2/6/2025 | Assetmark Inc. | 42,526 | $1.23M | 0.0% | +4.0% | 0.448% | |
| 2/6/2025 | Mission Wealth Management LP | 87,796 | $2.55M | 0.1% | -8.9% | 0.924% | |
| 2/5/2025 | Cable Hill Partners LLC | 130,283 | $3.78M | 0.4% | +1.8% | 1.371% | |
| 2/4/2025 | Lake Street Advisors Group LLC | 240,270 | $6.97M | 0.3% | +0.7% | 2.529% | |
| 2/4/2025 | Allodium Investment Consultants LLC | 72,253 | $2.10M | 1.8% | N/A | 0.761% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 9,484 | $275K | 0.0% | +30.2% | 0.100% | |
| 2/3/2025 | Private Advisor Group LLC | 46,940 | $1.36M | 0.0% | +4.9% | 0.494% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 7,384 | $214K | 0.0% | -19.5% | 0.078% | |
| 1/29/2025 | TFC Financial Management Inc. | 140,201 | $4.07M | 0.6% | +18.9% | 1.476% | |
| 1/24/2025 | Better Money Decisions LLC | 24,519 | $712K | 0.5% | +17.0% | 0.258% | |
| 1/24/2025 | Golden State Equity Partners | 12,172 | $353K | 0.1% | -16.3% | 0.128% | |
| 1/24/2025 | DAVENPORT & Co LLC | 8,955 | $260K | 0.0% | +14.3% | 0.094% | |
| 1/23/2025 | Heck Capital Advisors LLC | 6,348 | $184K | 0.0% | N/A | 0.067% | |
| 1/22/2025 | Perigon Wealth Management LLC | 9,502 | $273K | 0.0% | N/A | 0.100% | |
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| 1/22/2025 | Greenup Street Wealth Management LLC | 20,766 | $603K | 0.1% | +28.3% | 0.219% | |
| 1/21/2025 | Stewardship Advisors LLC | 84,974 | $2.47M | 0.7% | N/A | 0.894% | |
| 1/16/2025 | Aspiriant LLC | 9,622 | $279K | 0.0% | -9.8% | 0.101% | |
| 1/16/2025 | Abacus Wealth Partners LLC | 1,097,562 | $31.85M | 4.8% | +4.4% | 11.553% | |
| 1/16/2025 | Colorado Capital Management Inc. | 224,740 | $6.52M | 3.2% | +7.7% | 2.366% | |
| 1/16/2025 | UMB Bank n.a. | 18,257 | $530K | 0.0% | -5.5% | 0.192% | |
| 1/15/2025 | First Pacific Financial | 25,343 | $735K | 0.2% | +1.6% | 0.267% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 114,473 | $3.55M | 0.0% | -0.3% | 1.205% | |
| 12/26/2024 | JPMorgan Chase & Co. | 15,646 | $485K | 0.0% | +29.8% | 0.165% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 44,794 | $1.39M | 0.0% | -24.8% | 0.472% | |
| 11/15/2024 | Jane Street Group LLC | 58,525 | $1.82M | 0.0% | -20.4% | 0.616% | |
| 11/14/2024 | Flow Traders U.S. LLC | 18,223 | $565K | 0.0% | N/A | 0.192% | |
| 11/7/2024 | Westfuller Advisors LLC | 26,520 | $823K | 0.6% | N/A | 0.279% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 87,650 | $2.72M | 0.0% | +6.1% | 0.923% | |
| 11/6/2024 | Cable Hill Partners LLC | 127,931 | $3.97M | 0.4% | -6.5% | 1.347% | |
| 11/5/2024 | Haverford Trust Co | 18,534 | $575K | 0.0% | -7.3% | 0.195% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 986 | $31K | 0.0% | N/A | 0.010% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 14,084 | $437K | 0.0% | -3.4% | 0.148% | |
| 11/1/2024 | Assetmark Inc. | 40,905 | $1.27M | 0.0% | +12.5% | 0.431% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 9,177 | $285K | 0.1% | -23.9% | 0.097% | |
| 10/29/2024 | Bear Mountain Capital Inc. | 3,098 | $96K | 0.0% | -10.2% | 0.033% | |
| 10/28/2024 | Penobscot Wealth Management | 8,486 | $263K | 0.1% | +20.7% | 0.089% | |
| 10/28/2024 | US Bancorp DE | 6,013 | $187K | 0.0% | +12.4% | 0.063% | |
| 10/25/2024 | Golden State Equity Partners | 12,155 | $377K | 0.1% | -7.4% | 0.128% | |
| 10/25/2024 | Better Money Decisions LLC | 20,964 | $650K | 0.5% | +8.6% | 0.221% | |
| 10/24/2024 | Sound Stewardship LLC | 6,764 | $210K | 0.1% | N/A | 0.071% | |
| 10/24/2024 | Modera Wealth Management LLC | 10,706 | $332K | 0.0% | -20.4% | 0.113% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 114,852 | $3.56M | 0.0% | +1.8% | 1.209% | |
| 10/22/2024 | Private Advisor Group LLC | 44,755 | $1.39M | 0.0% | +1.3% | 0.471% | |
| 10/15/2024 | Lockerman Financial Group Inc. | 10,811 | $335K | 0.6% | +6.8% | 0.114% | |
| 10/10/2024 | McNamara Financial Services Inc. | 16,138 | $501K | 0.1% | +2.5% | 0.170% | |
| 10/9/2024 | Colorado Capital Management Inc. | 208,641 | $6.47M | 3.2% | +7.3% | 2.196% | |
| 10/9/2024 | UMB Bank n.a. | 19,328 | $600K | 0.0% | -24.3% | 0.203% | |
| 10/8/2024 | Pioneer Wealth Management Group | 39,325 | $1.22M | 0.6% | +3.8% | 0.414% | |
| 10/3/2024 | Abacus Wealth Partners LLC | 1,051,220 | $32.61M | 4.9% | -0.3% | 11.065% | |
| 8/22/2024 | Cetera Investment Advisers | 43,919 | $1.26M | 0.0% | +5.5% | 0.462% | |
| 8/16/2024 | Creative Planning | 55,169 | $1.58M | 0.0% | +1.0% | 0.581% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 82,612 | $2.37M | 0.0% | +4.1% | 0.870% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 137,943 | $3.96M | 0.0% | +1.7% | 1.452% | |
| 8/7/2024 | Carson Advisory Inc. | 9,361 | $268K | 0.2% | -7.9% | 0.099% | |
| 8/7/2024 | Brooklyn FI LLC | 7,723 | $221K | 0.1% | -41.4% | 0.081% | |
| 8/6/2024 | Lake Street Advisors Group LLC | 238,629 | $6.84M | 0.3% | +1.2% | 2.512% | |
| 8/5/2024 | Private Advisor Group LLC | 44,180 | $1.27M | 0.0% | +2.9% | 0.465% | |
| 8/1/2024 | TIAA Trust National Association | 1,321,003 | $37.87M | 0.1% | +2.8% | 13.905% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 13,790 | $395K | 0.0% | +5.5% | 0.145% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 7,112 | $204K | 0.0% | N/A | 0.075% | |
| 7/30/2024 | Penobscot Wealth Management | 7,033 | $204K | 0.1% | N/A | 0.074% | |
| 7/29/2024 | UMB Bank n.a. | 25,540 | $732K | 0.0% | -14.1% | 0.269% | |
| 7/27/2024 | Evolution Advisers Inc. | 47,465 | $1.36M | 0.7% | +6.9% | 0.500% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 230,683 | $6.61M | 0.0% | -3.1% | 2.428% | |
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| 7/24/2024 | Better Money Decisions LLC | 19,308 | $554K | 0.4% | +10.7% | 0.203% | |
| 7/23/2024 | TFC Financial Management Inc. | 113,172 | $3.25M | 0.6% | +2.2% | 1.191% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 4,336 | $124K | 0.0% | N/A | 0.046% | |
| 7/20/2024 | First Pacific Financial | 24,943 | $715K | 0.2% | -14.0% | 0.263% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 112,826 | $3.24M | 0.0% | +4.6% | 1.188% | |
| 7/13/2024 | Pioneer Wealth Management Group | 37,868 | $1.09M | 0.6% | +6.5% | 0.399% | |
| 7/11/2024 | Abacus Wealth Partners LLC | 1,054,302 | $30.23M | 5.0% | +1.6% | 11.098% | |
| 7/10/2024 | CGN Advisors LLC | 7,486 | $215K | 0.0% | N/A | 0.079% | |
| 5/24/2024 | Cetera Advisors LLC | 26,076 | $717K | 0.0% | N/A | 0.274% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 235,740 | $6.48M | 0.3% | +22.7% | 2.562% | |
