| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,379 | $289K | 0.0% | N/A | 0.090% | |
| 2/18/2025 | Sunbelt Securities Inc. | 11,273 | $514K | 0.0% | -1.9% | 0.178% | |
| 2/17/2025 | US Financial Advisors LLC | 29,877 | $1.35M | 0.4% | -1.3% | 0.471% | |
| 2/17/2025 | Two Sigma Investments LP | 59,600 | $2.70M | 0.0% | N/A | 0.939% | |
| 2/17/2025 | NorthRock Partners LLC | 26,941 | $1.22M | 0.0% | N/A | 0.424% | |
| 2/17/2025 | Measured Risk Portfolios Inc. | 9,306 | $422K | 0.4% | N/A | 0.147% | |
| 2/17/2025 | Cresset Asset Management LLC | 11,995 | $543K | 0.0% | +115.4% | 0.189% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 5,446 | $247K | 0.0% | N/A | 0.086% | |
| 2/17/2025 | Bank of America Corp DE | 29,090 | $1.32M | 0.0% | -25.8% | 0.458% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 12,347 | $559K | 0.0% | N/A | 0.194% | |
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| 2/14/2025 | Jane Street Group LLC | 4,827 | $219K | 0.0% | -76.5% | 0.076% | |
| 2/14/2025 | Wick Capital Partners LLC | 6,692 | $303K | 0.1% | -77.5% | 0.105% | |
| 2/13/2025 | Mariner LLC | 11,764 | $533K | 0.0% | +4.3% | 0.185% | |
| 2/13/2025 | Redwood Park Advisors LLC | 1,083 | $49K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Raymond James Financial Inc. | 57,439 | $2.60M | 0.0% | N/A | 0.905% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,156 | $1.23M | 0.0% | +9.9% | 0.428% | |
| 2/12/2025 | Biltmore Family Office LLC | 56,201 | $2.55M | 0.4% | -16.2% | 0.885% | |
| 2/12/2025 | Blair William & Co. IL | 4,073 | $185K | 0.0% | +992.0% | 0.064% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,570 | $207K | 0.0% | -25.7% | 0.072% | |
| 2/11/2025 | LPL Financial LLC | 143,666 | $6.51M | 0.0% | +2.7% | 2.262% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 67,669 | $3.07M | 2.3% | -3.5% | 1.066% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 1,343 | $61K | 0.0% | N/A | 0.021% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,910 | $1.08M | 0.0% | +4.9% | 0.377% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 10,941 | $496K | 0.4% | N/A | 0.172% | |
| 2/7/2025 | HighTower Advisors LLC | 38,340 | $1.74M | 0.0% | +2.8% | 0.604% | |
| 2/7/2025 | Sage Mountain Advisors LLC | 14,073 | $637K | 0.0% | +5.1% | 0.222% | |
| 2/7/2025 | Retirement Capital Strategies | 51,187 | $2.32M | 0.9% | -4.4% | 0.806% | |
| 2/6/2025 | Townsend Asset Management Corp NC ADV | 4,668 | $211K | 0.1% | -7.3% | 0.074% | |
| 2/6/2025 | Raymond James Financial Inc. | 57,439 | $2.60M | 0.0% | N/A | 0.905% | |
| 2/6/2025 | Financial Council LLC | 27,141 | $1.23M | 0.6% | -16.0% | 0.427% | |
| 2/5/2025 | Veridan Wealth LLC | 13,458 | $621K | 0.3% | N/A | 0.212% | |
| 2/4/2025 | Wharton Business Group LLC | 83,200 | $3.77M | 0.2% | -3.7% | 1.310% | |
| 2/4/2025 | Elwood & Goetz Wealth Advisory Group LLC | 6,073 | $275K | 0.1% | +5.3% | 0.096% | |
| 1/31/2025 | Monument Capital Management | 5,535 | $251K | 0.1% | +21.3% | 0.087% | |
| 1/30/2025 | JNBA Financial Advisors | 94,618 | $4.29M | 0.4% | +16.3% | 1.490% | |
| 1/30/2025 | Highland Financial Advisors LLC | 11,205 | $508K | 0.2% | +10.3% | 0.176% | |
| 1/29/2025 | McClarren Financial Advisors Inc. | 1,625 | $73K | 0.2% | N/A | 0.026% | |
| 1/28/2025 | Apollon Wealth Management LLC | 28,101 | $1.27M | 0.0% | N/A | 0.443% | |
| 1/24/2025 | Archer Investment Management LLC | 29,845 | $1.35M | 0.8% | N/A | 0.470% | |
| 1/24/2025 | Better Money Decisions LLC | 93,750 | $4.25M | 2.9% | +0.8% | 1.476% | |
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| 1/24/2025 | Leverty Financial Group LLC | 9,666 | $438K | 0.2% | +73.7% | 0.152% | |
| 1/24/2025 | RHS Financial LLC | 8,658 | $392K | 0.2% | +20.5% | 0.136% | |
| 1/23/2025 | Ferguson Shapiro LLC | 15,620 | $708K | 0.3% | +10.8% | 0.246% | |
| 1/22/2025 | BSW Wealth Partners | 94,956 | $4.30M | 0.6% | -3.0% | 1.495% | |
| 1/22/2025 | Buffington Mohr McNeal | 11,262 | $510K | 0.1% | +21.6% | 0.177% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 15,068 | $683K | 0.1% | N/A | 0.237% | |
| 1/21/2025 | Montecito Bank & Trust | 6,364 | $288K | 0.0% | -20.1% | 0.100% | |
| 1/17/2025 | Magnus Financial Group LLC | 18,974 | $859K | 0.1% | +26.0% | 0.299% | |
| 1/17/2025 | Dakota Wealth Management | 6,256 | $283K | 0.0% | +5.7% | 0.099% | |
| 1/17/2025 | Tarbox Family Office Inc. | 18,648 | $845K | 0.1% | -2.0% | 0.294% | |
| 1/13/2025 | Ellenbecker Investment Group | 7,175 | $325K | 0.1% | +20.0% | 0.113% | |
| 12/26/2024 | JPMorgan Chase & Co. | 6,154 | $272K | 0.0% | -16.4% | 0.097% | |
| 11/15/2024 | M&T Bank Corp | 44,636 | $1.97M | 0.0% | -5.2% | 0.703% | |
| 11/15/2024 | MML Investors Services LLC | 20,776 | $919K | 0.0% | +11.2% | 0.327% | |
| 11/15/2024 | Jane Street Group LLC | 20,581 | $910K | 0.0% | +212.8% | 0.324% | |
| 11/15/2024 | HighTower Advisors LLC | 37,302 | $1.65M | 0.0% | +8.5% | 0.587% | |
| 11/12/2024 | Financial Council LLC | 32,295 | $1.43M | 0.7% | -1.2% | 0.509% | |
| 11/7/2024 | MAI Capital Management | 21,584 | $955K | 0.0% | +18.2% | 0.340% | |
| 11/4/2024 | Sigma Planning Corp | 7,614 | $337K | 0.0% | -3.1% | 0.120% | |
| 10/31/2024 | US Financial Advisors LLC | 30,257 | $1.34M | 0.4% | -17.2% | 0.476% | |
| 10/31/2024 | JNBA Financial Advisors | 81,352 | $3.60M | 0.4% | +38.8% | 1.281% | |
| 10/30/2024 | Highland Financial Advisors LLC | 10,159 | $449K | 0.2% | -4.7% | 0.160% | |
| 10/29/2024 | BSW Wealth Partners | 97,904 | $4.33M | 0.6% | -1.2% | 1.542% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 9,458 | $418K | 0.0% | +96.4% | 0.149% | |
| 10/25/2024 | Better Money Decisions LLC | 92,960 | $4.11M | 2.9% | -6.3% | 1.464% | |
| 10/23/2024 | Tarbox Family Office Inc. | 19,024 | $841K | 0.1% | +30.3% | 0.300% | |
| 10/21/2024 | Townsend Asset Management Corp NC ADV | 5,035 | $223K | 0.1% | -7.3% | 0.079% | |
| 10/18/2024 | Embree Financial Group | 5,000 | $221K | 0.0% | N/A | 0.079% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 9,401 | $416K | 0.0% | -12.3% | 0.148% | |
| 10/16/2024 | Heritage Family Offices LLP | 8,335 | $369K | 0.2% | -4.3% | 0.131% | |
| 10/15/2024 | Magnus Financial Group LLC | 15,055 | $666K | 0.1% | +24.5% | 0.237% | |
| 10/9/2024 | Ferguson Shapiro LLC | 14,101 | $624K | 0.2% | N/A | 0.222% | |
| 8/16/2024 | Sunbelt Securities Inc. | 11,528 | $485K | 0.0% | -5.3% | 0.182% | |
| 8/13/2024 | Merriman Wealth Management LLC | 8,991 | $378K | 0.0% | -11.8% | 0.142% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 21,295 | $896K | 0.0% | +20.3% | 0.335% | |
| 8/6/2024 | Asset Dedication LLC | 11,454 | $482K | 0.0% | N/A | 0.180% | |
| 8/2/2024 | Magnus Financial Group LLC | 12,092 | $509K | 0.1% | +51.4% | 0.190% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 4,816 | $203K | 0.0% | N/A | 0.076% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 23,108 | $972K | 0.0% | +48.1% | 0.364% | |
| 7/30/2024 | Elwood & Goetz Wealth Advisory Group LLC | 5,770 | $243K | 0.1% | N/A | 0.091% | |
| 7/30/2024 | Navalign LLC | 9,770 | $411K | 0.1% | +4.7% | 0.154% | |
| 7/30/2024 | Heritage Family Offices LLP | 8,709 | $366K | 0.2% | N/A | 0.137% | |
| 7/26/2024 | Sprinkle Financial Consultants LLC | 11,681 | $491K | 0.4% | N/A | 0.184% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 26,406 | $1.11M | 0.0% | +4.0% | 0.416% | |
| 7/24/2024 | Colton Groome Financial Advisors LLC | 4,870 | $205K | 0.1% | N/A | 0.077% | |
| 7/24/2024 | Better Money Decisions LLC | 99,200 | $4.17M | 3.1% | +2.9% | 1.562% | |
| 7/22/2024 | Dakota Wealth Management | 5,899 | $248K | 0.0% | +4.8% | 0.093% | |
| 7/17/2024 | Montecito Bank & Trust | 7,964 | $335K | 0.1% | -3.9% | 0.125% | |
| 7/17/2024 | Tarbox Family Office Inc. | 14,602 | $614K | 0.1% | +3.5% | 0.230% | |
| 7/16/2024 | RHS Financial LLC | 7,378 | $310K | 0.2% | -5.3% | 0.116% | |
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| 7/15/2024 | Leverty Financial Group LLC | 5,565 | $234K | 0.1% | -17.1% | 0.088% | |
| 7/12/2024 | CRA Financial Services LLC | 5,278 | $222K | 0.0% | N/A | 0.083% | |
| 7/11/2024 | Buffington Mohr McNeal | 9,262 | $389K | 0.1% | N/A | 0.146% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 10,723 | $451K | 0.0% | -4.1% | 0.169% | |
| 5/24/2024 | Cetera Advisors LLC | 12,535 | $505K | 0.0% | +79.4% | 0.197% | |
| 5/15/2024 | Wick Capital Partners LLC | 29,644 | $1.19M | 1.2% | -11.3% | 0.467% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 7,023 | $283K | 0.1% | -7.0% | 0.111% | |
| 5/6/2024 | Financial Council LLC | 33,389 | $1.35M | 0.8% | -2.4% | 0.526% | |
| 5/4/2024 | Gould Asset Management LLC CA | 37,510 | $1.51M | 0.4% | +26.5% | 0.591% | |
| 5/2/2024 | Better Money Decisions LLC | 96,418 | $3.89M | 3.1% | -0.3% | 1.518% | |
