| 2/17/2025 | Francis Financial Inc. | 345,030 | $16.09M | 3.7% | +0.8% | 4.035% | |
| 2/17/2025 | Cetera Investment Advisers | 90,204 | $4.21M | 0.0% | -0.7% | 1.055% | |
| 2/17/2025 | Bank of America Corp DE | 237,608 | $11.08M | 0.0% | -2.2% | 2.779% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 604,440 | $28.18M | 0.1% | +14.7% | 7.069% | |
| 2/14/2025 | Lido Advisors LLC | 14,024 | $654K | 0.0% | -4.8% | 0.164% | |
| 2/14/2025 | Betterment LLC | 1,293,055 | $60.28M | 0.1% | +6.3% | 15.123% | |
| 2/14/2025 | Hsbc Holdings PLC | 69,600 | $3.25M | 0.0% | -10.7% | 0.814% | |
| 2/14/2025 | Stifel Financial Corp | 4,382 | $204K | 0.0% | N/A | 0.051% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,368 | $390K | 0.0% | N/A | 0.098% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 8,902 | $415K | 0.4% | +3.4% | 0.104% | |
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| 2/13/2025 | Seeds Investor LLC | 109,404 | $5.10M | 1.5% | N/A | 1.280% | |
| 2/13/2025 | Raymond James Financial Inc. | 30,490 | $1.42M | 0.0% | N/A | 0.357% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 639,128 | $29.80M | 0.0% | +8.2% | 7.475% | |
| 2/12/2025 | Franklin Resources Inc. | 18,031 | $841K | 0.0% | +1.4% | 0.211% | |
| 2/11/2025 | Modern Wealth Management LLC | 19,314 | $904K | 0.0% | N/A | 0.226% | |
| 2/11/2025 | LPL Financial LLC | 150,566 | $7.02M | 0.0% | +3.3% | 1.761% | |
| 2/11/2025 | Northwest & Ethical Investments L.P. | 15,940 | $743K | 0.0% | +3.2% | 0.186% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 36,933 | $1.72M | 0.0% | -0.8% | 0.432% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 32,409 | $1.51M | 0.0% | -1.0% | 0.379% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 31,897 | $1.64M | 0.0% | +7.4% | 0.373% | |
| 2/6/2025 | Raymond James Financial Inc. | 30,490 | $1.42M | 0.0% | N/A | 0.357% | |
| 2/6/2025 | Assetmark Inc. | 59,139 | $2.76M | 0.0% | +13.7% | 0.692% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,666 | $171K | 0.0% | +25.3% | 0.043% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 2,804 | $131K | 0.0% | N/A | 0.033% | |
| 2/4/2025 | Bank of New York Mellon Corp | 75,577 | $3.52M | 0.0% | +3.8% | 0.884% | |
| 2/3/2025 | Laurel Wealth Planning LLC | 57,766 | $2.69M | 1.7% | +3.7% | 0.676% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 20,307 | $947K | 0.9% | +23.7% | 0.238% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 3,298 | $154K | 0.1% | +59.9% | 0.038% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,156 | $613K | 0.0% | -3.3% | 0.153% | |
| 1/31/2025 | Empower Advisory Group LLC | 1,001,894 | $46.71M | 0.2% | +4.9% | 11.650% | |
| 1/30/2025 | Principal Securities Inc. | 6,910 | $322K | 0.0% | +65.5% | 0.080% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 22,208 | $1.04M | 0.2% | +2.7% | 0.258% | |
| 1/30/2025 | DORVAL Corp | 5,912 | $276K | 0.1% | N/A | 0.069% | |
| 1/30/2025 | Vontobel Holding Ltd. | 13,772 | $642K | 0.0% | +5.0% | 0.160% | |
| 1/29/2025 | PrairieView Partners LLC | 13,732 | $640K | 0.1% | -2.4% | 0.161% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 12,132 | $566K | 0.0% | -8.1% | 0.142% | |
| 1/24/2025 | Archer Investment Management LLC | 11,964 | $558K | 0.3% | N/A | 0.140% | |
| 1/24/2025 | Better Money Decisions LLC | 15,094 | $704K | 0.5% | +18.2% | 0.177% | |
| 1/24/2025 | Richardson Financial Services Inc. | 785 | $37K | 0.0% | -49.3% | 0.009% | |
| 1/24/2025 | Brio Consultants LLC | 17,257 | $805K | 0.1% | +15.6% | 0.202% | |
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| 1/22/2025 | Falcon Wealth Planning | 13,106 | $611K | 0.1% | +6.3% | 0.153% | |
| 1/22/2025 | Perigon Wealth Management LLC | 4,353 | $203K | 0.0% | -94.5% | 0.051% | |
| 1/22/2025 | PFG Investments LLC | 4,949 | $231K | 0.0% | -29.1% | 0.058% | |
| 1/21/2025 | Stewardship Advisors LLC | 10,233 | $477K | 0.1% | -80.4% | 0.120% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 16,301 | $760K | 0.0% | +1.7% | 0.192% | |
| 1/21/2025 | Sachetta LLC | 2,370 | $110K | 0.0% | +19.4% | 0.028% | |
| 1/15/2025 | Trust Co. of Vermont | 1,673 | $78K | 0.0% | N/A | 0.020% | |
| 1/15/2025 | Fermata Advisors LLC | 6,509 | $303K | 0.1% | N/A | 0.077% | |
| 1/15/2025 | Omega Financial Group LLC | 16,333 | $761K | 0.3% | +1.6% | 0.192% | |
| 1/14/2025 | Cardinal Point Capital Management ULC | 9,504 | $443K | 0.1% | +7.5% | 0.112% | |
| 1/14/2025 | Shotwell Rutter Baer Inc | 14,717 | $681K | 0.6% | +6.0% | 0.173% | |
| 1/13/2025 | Kades & Cheifetz LLC | 6,970 | $325K | 0.2% | N/A | 0.082% | |
| 11/15/2024 | Clarity Asset Management Inc. | 1,610 | $78K | 0.1% | -53.6% | 0.020% | |
| 11/14/2024 | Northwest & Ethical Investments L.P. | 15,440 | $746K | 0.0% | +54.2% | 0.188% | |
| 11/8/2024 | Equita Financial Network Inc. | 6,299 | $304K | 0.1% | +32.9% | 0.077% | |
| 11/7/2024 | Pathstone Holdings LLC | 36,187 | $1.75M | 0.0% | +33.2% | 0.441% | |
| 11/5/2024 | Empower Advisory Group LLC | 954,740 | $46.15M | 0.2% | +0.8% | 11.643% | |
| 11/2/2024 | Francis Financial Inc. | 342,416 | $16.55M | 4.4% | +4.9% | 4.201% | |
| 11/1/2024 | Assetmark Inc. | 52,021 | $2.52M | 0.0% | +10.1% | 0.638% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 21,616 | $1.05M | 0.2% | -8.0% | 0.265% | |
| 10/30/2024 | JFG Wealth Management LLC | 7,304 | $353K | 0.1% | +20.1% | 0.090% | |
| 10/30/2024 | Johnson Financial Group LLC | 14,041 | $679K | 0.1% | +2.6% | 0.172% | |
| 10/30/2024 | Falcon Wealth Planning | 12,328 | $596K | 0.1% | +27.8% | 0.151% | |
| 10/29/2024 | Private Wealth Management Group LLC | 26,639 | $1.29M | 0.5% | +8.0% | 0.327% | |
| 10/28/2024 | Laurel Wealth Planning LLC | 55,721 | $2.69M | 1.8% | -1.4% | 0.684% | |
| 10/25/2024 | Better Money Decisions LLC | 12,766 | $617K | 0.4% | -18.4% | 0.157% | |
| 10/24/2024 | Richardson Financial Services Inc. | 1,548 | $73K | 0.0% | +102.9% | 0.019% | |
| 10/24/2024 | PFG Investments LLC | 6,983 | $338K | 0.0% | -9.8% | 0.086% | |
| 10/23/2024 | Allworth Financial LP | 655 | $32K | 0.0% | +93.2% | 0.008% | |
| 10/23/2024 | Tanager Wealth Management LLP | 17,003 | $822K | 0.1% | +30.0% | 0.209% | |
| 10/21/2024 | Stewardship Advisors LLC | 52,240 | $2.53M | 0.7% | -2.5% | 0.641% | |
| 10/16/2024 | Vontobel Holding Ltd. | 13,122 | $634K | 0.0% | +3.4% | 0.163% | |
| 10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 16,572 | $801K | 0.0% | -17.0% | 0.206% | |
| 10/11/2024 | Creative Planning | 115,079 | $5.56M | 0.0% | +1.8% | 1.430% | |
| 10/8/2024 | First National Corp MA ADV | 5,144 | $249K | 0.1% | N/A | 0.065% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 16,025 | $775K | 0.0% | -2.6% | 0.202% | |
| 10/8/2024 | Omega Financial Group LLC | 16,071 | $777K | 0.3% | -1.7% | 0.202% | |
| 10/7/2024 | Shotwell Rutter Baer Inc | 13,882 | $664K | 0.5% | +5.2% | 0.175% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,506 | $207K | 0.0% | N/A | 0.058% | |
| 8/22/2024 | Cetera Investment Advisers | 93,948 | $4.37M | 0.0% | +2.1% | 1.212% | |
| 8/16/2024 | Creative Planning | 113,001 | $5.26M | 0.0% | +18.1% | 1.458% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 421,688 | $19.63M | 0.0% | +17.9% | 5.441% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 504,187 | $23.47M | 0.0% | +16.0% | 6.506% | |
| 8/7/2024 | Invera Wealth Advisors LLC | 12,825 | $602K | 0.6% | N/A | 0.165% | |
| 8/2/2024 | JFG Wealth Management LLC | 6,080 | $283K | 0.1% | +9.1% | 0.078% | |
| 8/2/2024 | Johnson Financial Group LLC | 13,686 | $637K | 0.1% | +12.1% | 0.177% | |
| 8/1/2024 | PrairieView Partners LLC | 9,604 | $446K | 0.1% | +5.7% | 0.124% | |
| 7/31/2024 | Equita Financial Network Inc. | 4,738 | $221K | 0.1% | N/A | 0.061% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 32,234 | $1.50M | 0.0% | +14.8% | 0.416% | |
| 7/30/2024 | Robinson Smith Wealth Advisors LLC | 25,715 | $1.20M | 1.1% | -22.5% | 0.332% | |
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| 7/26/2024 | Walkner Condon Financial Advisors LLC | 23,484 | $1.09M | 0.2% | +11.4% | 0.303% | |
| 7/26/2024 | Bank of New York Mellon Corp | 70,918 | $3.30M | 0.0% | -1.8% | 0.915% | |
| 7/25/2024 | Tanager Wealth Management LLP | 13,084 | $609K | 0.1% | +23.5% | 0.169% | |
| 7/25/2024 | Laurel Wealth Planning LLC | 56,507 | $2.63M | 1.8% | +2.2% | 0.729% | |
| 7/24/2024 | Better Money Decisions LLC | 15,650 | $728K | 0.5% | +4.5% | 0.202% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 35,535 | $1.65M | 0.0% | +2.4% | 0.461% | |
| 7/16/2024 | Falcon Wealth Planning | 9,644 | $449K | 0.1% | +6.7% | 0.125% | |
| 7/12/2024 | Carr Financial Group Corp | 10,150 | $472K | 0.2% | -30.6% | 0.132% | |
| 7/12/2024 | Cardinal Point Capital Management ULC | 8,734 | $406K | 0.1% | -12.6% | 0.113% | |
| 7/12/2024 | Omega Financial Group LLC | 16,349 | $761K | 0.3% | +2.8% | 0.212% | |
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