| 11/15/2024 | Jane Street Group LLC | 72,866 | $4.73M | 0.0% | +216.5% | 0.847% | |
| 11/15/2024 | SageView Advisory Group LLC | 193,443 | $12.55M | 0.6% | +13.5% | 2.249% | |
| 11/15/2024 | HighTower Advisors LLC | 3,902 | $254K | 0.0% | N/A | 0.045% | |
| 11/13/2024 | FMR LLC | 1,642 | $107K | 0.0% | +266.5% | 0.019% | |
| 11/12/2024 | Cerity Partners LLC | 64,320 | $4.17M | 0.0% | +175.4% | 0.748% | |
| 11/8/2024 | Equita Financial Network Inc. | 4,148 | $269K | 0.1% | +25.7% | 0.048% | |
|
| 11/5/2024 | Harbour Investments Inc. | 19,969 | $1.30M | 0.0% | +119.9% | 0.232% | |
| 11/1/2024 | Carr Financial Group Corp | 11,421 | $741K | 0.2% | -29.8% | 0.133% | |
| 11/1/2024 | Fairway Wealth LLC | 993 | $64K | 0.0% | N/A | 0.012% | |
| 10/31/2024 | Keudell Morrison Wealth Management | 4,740 | $308K | 0.1% | -13.7% | 0.055% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 6,549 | $425K | 0.1% | N/A | 0.076% | |
| 10/30/2024 | White Lighthouse Investment Management Inc. | 3,182 | $206K | 0.0% | N/A | 0.037% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 1,102 | $71K | 0.0% | +27.7% | 0.013% | |
| 10/28/2024 | Human Investing LLC | 52,841 | $3.43M | 0.6% | +2.1% | 0.614% | |
| 10/24/2024 | Valley National Advisers Inc. | 7,063 | $458K | 0.1% | -34.4% | 0.082% | |
| 10/24/2024 | Modera Wealth Management LLC | 137,280 | $8.91M | 0.1% | +45.7% | 1.596% | |
| 10/23/2024 | Northland Capital Management LLC | 35,714 | $2.32M | 1.3% | -1.9% | 0.415% | |
| 10/21/2024 | DeDora Capital Inc. | 170,341 | $11.05M | 3.1% | +2.4% | 1.981% | |
| 10/21/2024 | Stewardship Advisors LLC | 58,818 | $3.82M | 1.1% | +0.8% | 0.684% | |
| 10/19/2024 | Stephens Consulting LLC | 2,940 | $191K | 0.0% | N/A | 0.034% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 38,764 | $2.52M | 0.1% | +8.0% | 0.451% | |
| 10/11/2024 | Novare Capital Management LLC | 10,850 | $704K | 0.1% | +3.5% | 0.126% | |
| 10/9/2024 | Scott Capital Advisors LLC | 14,453 | $938K | 0.3% | N/A | 0.168% | |
| 10/8/2024 | West Financial Advisors LLC | 12,880 | $836K | 0.2% | +60.0% | 0.150% | |
| 10/7/2024 | Shotwell Rutter Baer Inc | 6,913 | $443K | 0.4% | +5.8% | 0.080% | |
| 8/21/2024 | Truist Financial Corp | 215,374 | $13.37M | 0.0% | +6.7% | 2.504% | |
| 8/16/2024 | NewEdge Advisors LLC | 68,048 | $4.22M | 0.0% | +8.8% | 0.791% | |
| 8/9/2024 | Hanson & Doremus Investment Management | 127,109 | $7.89M | 1.3% | +7.4% | 1.478% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 199,558 | $12.39M | 0.0% | +4.5% | 2.320% | |
| 8/7/2024 | Team Hewins LLC | 25,675 | $1.59M | 0.7% | +7.7% | 0.299% | |
| 8/6/2024 | Ballentine Partners LLC | 16,493 | $1.02M | 0.0% | N/A | 0.192% | |
| 8/6/2024 | Financial Gravity Asset Management Inc. | 2,826 | $175K | 0.0% | +30.2% | 0.033% | |
| 8/2/2024 | Novare Capital Management LLC | 10,480 | $650K | 0.1% | N/A | 0.122% | |
| 7/31/2024 | Equita Financial Network Inc. | 3,301 | $205K | 0.1% | N/A | 0.038% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,954 | $804K | 0.0% | -5.7% | 0.151% | |
| 7/29/2024 | Modera Wealth Management LLC | 94,240 | $5.85M | 0.1% | +2.3% | 1.096% | |
| 7/26/2024 | Harbour Investments Inc. | 9,080 | $564K | 0.0% | +79.4% | 0.106% | |
| 7/24/2024 | Farrell Financial LLC | 3,848 | $239K | 0.2% | +14.9% | 0.045% | |
| 7/23/2024 | Level Financial Advisors | 13,608 | $845K | 0.4% | +6.2% | 0.158% | |
| 7/20/2024 | First Horizon Advisors Inc. | 2,693 | $167K | 0.0% | +60.8% | 0.031% | |
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| 7/19/2024 | BetterWealth LLC | 27,739 | $1.72M | 0.5% | +3.1% | 0.323% | |
| 7/18/2024 | Valley National Advisers Inc. | 10,759 | $667K | 0.1% | +2.6% | 0.125% | |
| 7/17/2024 | Human Investing LLC | 51,755 | $3.21M | 0.6% | +4.6% | 0.602% | |
| 7/17/2024 | DeDora Capital Inc. | 166,413 | $10.33M | 3.2% | +5.1% | 1.935% | |
| 7/15/2024 | West Financial Advisors LLC | 8,051 | $500K | 0.1% | +15.0% | 0.094% | |
| 7/12/2024 | Carr Financial Group Corp | 16,274 | $1.01M | 0.3% | +10.0% | 0.189% | |
| 7/11/2024 | Shotwell Rutter Baer Inc | 6,533 | $408K | 0.4% | N/A | 0.076% | |
| 7/10/2024 | Stewardship Advisors LLC | 58,374 | $3.62M | 1.2% | N/A | 0.679% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 35,901 | $2.23M | 0.1% | +5.3% | 0.417% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 1,877 | $118K | 0.1% | N/A | 0.022% | |
| 5/16/2024 | Sweeney & Michel LLC | 4,418 | $273K | 0.1% | N/A | 0.051% | |
| 5/10/2024 | Vanguard Group Inc. | 659,727 | $41.40M | 0.0% | -59.8% | 7.671% | |
| 5/9/2024 | SageView Advisory Group LLC | 78,547 | $4.74M | 0.2% | -35.6% | 0.913% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 5,368 | $337K | 0.1% | +15.5% | 0.062% | |
| 5/4/2024 | Gould Asset Management LLC CA | 7,275 | $457K | 0.1% | +122.1% | 0.085% | |
| 5/4/2024 | Team Hewins LLC | 23,842 | $1.50M | 0.2% | -1.4% | 0.277% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 13,741 | $862K | 0.0% | +9.1% | 0.160% | |
| 4/29/2024 | RWA Wealth Partners LLC | 88,610 | $5.56M | 0.1% | +2.7% | 1.030% | |
| 4/25/2024 | Human Investing LLC | 49,475 | $3.11M | 0.6% | +16.4% | 0.575% | |
| 4/23/2024 | Hanson & Doremus Investment Management | 118,316 | $7.42M | 1.2% | +27.4% | 1.376% | |
| 4/20/2024 | BetterWealth LLC | 26,903 | $1.69M | 0.5% | +9.5% | 0.313% | |
| 4/19/2024 | Level Financial Advisors | 12,813 | $804K | 0.4% | -14.8% | 0.149% | |
| 4/19/2024 | Valley National Advisers Inc. | 10,482 | $657K | 0.1% | +17.1% | 0.122% | |
| 4/19/2024 | Northland Capital Management LLC | 38,253 | $2.40M | 1.7% | +5.5% | 0.445% | |
| 4/16/2024 | DeDora Capital Inc. | 158,388 | $9.94M | 3.2% | +19.6% | 1.842% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 34,081 | $2.14M | 0.1% | +9.8% | 0.516% | |
| 3/11/2024 | Vanguard Group Inc. | 1,641,080 | $104.01M | 0.0% | +25.8% | 24.865% | |
| 3/6/2024 | SageView Advisory Group LLC | 121,990 | $7.71M | 0.3% | N/A | 1.848% | |
| 2/16/2024 | SageView Advisory Group LLC | 121,990 | $7.71M | 0.3% | N/A | 1.848% | |
| 2/13/2024 | Essential Planning LLC. | 4,706 | $298K | 0.2% | -5.5% | 0.071% | |
| 2/12/2024 | American Investment Services Inc. | 3,186 | $202K | 0.0% | N/A | 0.048% | |
| 2/12/2024 | Human Investing LLC | 42,490 | $2.69M | 0.6% | -1.9% | 0.644% | |
| 2/9/2024 | Team Hewins LLC | 24,183 | $1.53M | 0.2% | N/A | 0.366% | |
| 2/9/2024 | SageView Advisory Group LLC | 121,990 | $7.71M | 0.2% | N/A | 1.848% | |
| 2/6/2024 | Spire Wealth Management | 1,815 | $114K | 0.0% | -39.3% | 0.028% | |
| 2/2/2024 | Truist Financial Corp | 196,119 | $12.43M | 0.0% | +5.6% | 2.972% | |
| 2/2/2024 | Gould Asset Management LLC CA | 3,275 | $208K | 0.1% | -52.8% | 0.050% | |
| 2/2/2024 | BIP Wealth LLC | 4,435 | $281K | 0.0% | N/A | 0.067% | |
| 2/1/2024 | RWA Wealth Partners LLC | 86,262 | $5.47M | 0.1% | +5.0% | 1.307% | |
| 2/1/2024 | Annapolis Financial Services LLC | 12,194 | $773K | 0.2% | +1,742.0% | 0.185% | |
| 1/29/2024 | DHK Financial Advisors Inc. | 17,254 | $1.08M | 0.8% | +33.3% | 0.261% | |
| 1/29/2024 | Round Rock Advisors LLC | 3,408 | $216K | 0.1% | N/A | 0.052% | |
| 1/25/2024 | Hanson & Doremus Investment Management | 92,895 | $5.89M | 1.1% | +0.2% | 1.408% | |
| 1/25/2024 | Valley National Advisers Inc. | 8,954 | $567K | 0.1% | +7.7% | 0.136% | |
| 1/24/2024 | Allworth Financial LP | 9,245 | $586K | 0.0% | -9.0% | 0.140% | |
| 1/24/2024 | Northland Capital Management LLC | 36,251 | $2.30M | 1.5% | -34.7% | 0.549% | |
| 1/23/2024 | BetterWealth LLC | 24,560 | $1.56M | 0.5% | +0.8% | 0.372% | |
| 1/23/2024 | Level Financial Advisors Inc. | 15,042 | $953K | 0.5% | +14.1% | 0.228% | |
| 1/19/2024 | AdvisorNet Financial Inc | 614 | $39K | 0.0% | -64.2% | 0.009% | |
| 1/18/2024 | DeDora Capital Inc. | 132,440 | $8.39M | 2.9% | +61.7% | 2.007% | |
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| 1/18/2024 | Shotwell Rutter Baer Inc | 6,526 | $413K | 0.4% | N/A | 0.099% | |
| 1/11/2024 | Whittier Trust Co. | 18,534 | $1.18M | 0.0% | +361.6% | 0.281% | |
| 1/11/2024 | West Financial Advisors LLC | 6,990 | $443K | 0.1% | -6.3% | 0.106% | |
| 12/18/2023 | Vanguard Group Inc. | 1,304,457 | $77.47M | 0.0% | +5.6% | 19.765% | |
| 11/30/2023 | Modera Wealth Management LLC | 83,776 | $4.98M | 0.1% | +3.8% | 1.269% | |
| 11/20/2023 | Willow Creek Wealth Management Inc. | 7,565 | $449K | 0.1% | +2.5% | 0.115% | |
| 11/13/2023 | Mariner LLC | 35,769 | $2.12M | 0.0% | +12.9% | 0.542% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 170,784 | $10.14M | 0.0% | +41.7% | 2.588% | |
| 11/8/2023 | New York Life Investment Management LLC | 13,540 | $804K | 0.0% | +13.8% | 0.205% | |
| 11/3/2023 | WealthSpring Partners LLC | 20,198 | $1.20M | 0.9% | +3.2% | 0.306% | |
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