| 1/23/2025 | Money Design Co. Ltd. | 13,358 | $961K | 0.0% | +1.8% | 0.486% | |
| 1/17/2025 | Avior Wealth Management LLC | 400 | $29K | 0.0% | N/A | 0.015% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 3,072 | $220K | 0.0% | -23.4% | 0.112% | |
| 8/9/2024 | One Capital Management LLC | 2,960 | $222K | 0.0% | -5.9% | 0.094% | |
| 7/23/2024 | MFA Wealth Advisors LLC | 943 | $71K | 0.0% | N/A | 0.029% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 4,589 | $361K | 0.0% | -56.2% | 0.122% | |
| 2/13/2024 | Rathbones Group PLC | 3,769 | $305K | 0.0% | -25.0% | 0.092% | |
| 2/12/2024 | Tradition Wealth Management LLC | 5,933 | $481K | 0.1% | +6.1% | 0.145% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 10,466 | $848K | 0.0% | +106.6% | 0.255% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 20,162 | $1.63M | 0.1% | +6.0% | 0.492% | |
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| 1/29/2024 | Money Design Co. Ltd. | 12,550 | $1.02M | 0.1% | -4.6% | 0.306% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 19,019 | $1.42M | 0.1% | +11.5% | 0.418% | |
| 11/4/2023 | NBC Securities Inc. | 437 | $32K | 0.0% | N/A | 0.010% | |
| 10/30/2023 | Money Design Co. Ltd. | 13,159 | $981K | 0.1% | +2.9% | 0.289% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,201 | $388K | 0.0% | +30.9% | 0.114% | |
| 10/12/2023 | AdvisorNet Financial Inc | 761 | $57K | 0.0% | N/A | 0.016% | |
| 8/14/2023 | Tolleson Wealth Management Inc. | 8,980 | $710K | 0.2% | -51.1% | 0.181% | |
| 8/4/2023 | Rathbones Group PLC | 5,001 | $395K | 0.0% | -32.2% | 0.101% | |
| 7/28/2023 | Money Design Co. Ltd. | 12,789 | $1.01M | 0.1% | -21.2% | 0.256% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 5,094 | $403K | 0.0% | +11.1% | 0.102% | |
| 5/31/2023 | Coastline Trust Co | 3,790 | $300K | 0.0% | +23.3% | 0.074% | |
| 5/30/2023 | BKA Wealth Consulting Inc. | 12,059 | $953K | 0.4% | N/A | 0.234% | |
| 5/22/2023 | Whelan Financial | 9,740 | $771K | 0.4% | -15.5% | 0.189% | |
| 5/15/2023 | Financial Gravity Asset Management Inc. | 4,917 | $389K | 0.0% | N/A | 0.095% | |
| 5/12/2023 | Richard Bernstein Advisors LLC | 19,024 | $1.51M | 0.0% | -3.1% | 0.369% | |
| 5/12/2023 | Tradition Wealth Management LLC | 6,421 | $508K | 0.1% | +7.8% | 0.125% | |
| 5/11/2023 | PFG Investments LLC | 3,446 | $273K | 0.1% | N/A | 0.067% | |
| 5/11/2023 | Meitav Investment House Ltd. | 3,133 | $247K | 0.0% | N/A | 0.061% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 64,003 | $5.07M | 0.0% | +0.9% | 1.243% | |
| 5/11/2023 | Citigroup Inc. | 30,241 | $2.40M | 0.0% | +19.3% | 0.587% | |
| 5/11/2023 | One Capital Management LLC | 3,457 | $274K | 0.0% | -10.4% | 0.067% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 2,715 | $215K | 0.0% | -5.8% | 0.053% | |
| 5/10/2023 | Baltimore Washington Financial Advisors Inc. | 18,737 | $1.48M | 0.1% | +73.5% | 0.364% | |
| 5/9/2023 | US Bancorp DE | 5,630 | $446K | 0.0% | +793.7% | 0.109% | |
| 5/5/2023 | Levy Wealth Management Group LLC | 5,017 | $397K | 0.1% | +12.4% | 0.097% | |
| 5/4/2023 | Merriman Wealth Management LLC | 5,982 | $474K | 0.0% | +88.6% | 0.116% | |
| 5/4/2023 | Brio Consultants LLC | 5,781 | $458K | 0.1% | +8.7% | 0.112% | |
| 5/4/2023 | Ausdal Financial Partners Inc. | 14,477 | $1.15M | 0.2% | -0.9% | 0.281% | |
| 5/4/2023 | KilterHowling LLC | 3,771 | $299K | 0.3% | +12.0% | 0.073% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 2,575 | $204K | 0.0% | N/A | 0.050% | |
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| 5/3/2023 | Monumental Financial Group Inc. | 2,037 | $161K | 0.1% | N/A | 0.040% | |
| 5/2/2023 | Harel Insurance Investments & Financial Services Ltd. | 2,205 | $175K | 0.0% | N/A | 0.043% | |
| 5/1/2023 | Money Concepts Capital Corp | 18,544 | $749K | 0.0% | +813.5% | 0.360% | |
| 5/1/2023 | CWM LLC | 431,690 | $34.19M | 0.2% | -3.0% | 8.382% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 5,835 | $468K | 0.0% | +2.5% | 0.113% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 4,584 | $363K | 0.0% | -7.0% | 0.089% | |
| 4/28/2023 | Harvest Group Wealth Management LLC | 8,812 | $698K | 0.4% | -5.7% | 0.171% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 4,302 | $341K | 0.0% | N/A | 0.084% | |
| 4/27/2023 | Money Design Co. Ltd. | 16,225 | $1.29M | 0.1% | N/A | 0.315% | |
| 4/26/2023 | Concord Wealth Partners | 4,915 | $389K | 0.1% | -26.0% | 0.095% | |
| 4/25/2023 | Halbert Hargrove Global Advisors LLC | 10,937 | $866K | 0.1% | +4.1% | 0.212% | |
| 4/25/2023 | Wealth Enhancement Advisory Services LLC | 38,739 | $3.07M | 0.0% | +34.9% | 0.738% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 392 | $31K | 0.0% | +1,468.0% | 0.007% | |
| 4/21/2023 | First Pacific Financial | 7,916 | $627K | 0.3% | -47.5% | 0.151% | |
| 4/21/2023 | Sandbox Financial Partners LLC | 3,119 | $247K | 0.1% | -25.0% | 0.059% | |
| 4/21/2023 | BKA Wealth Consulting Inc. | 12,059 | $953K | 0.4% | N/A | 0.230% | |
| 4/18/2023 | Sharkey Howes & Javer | 3,489 | $276K | 0.1% | -51.6% | 0.066% | |
| 4/17/2023 | First Heartland Consultants Inc. | 3,468 | $275K | 0.0% | +20.9% | 0.065% | |
| 4/17/2023 | Claro Advisors LLC | 11,694 | $926K | 0.3% | +5.9% | 0.221% | |
| 4/14/2023 | Congress Wealth Management LLC DE | 5,877 | $465K | 0.0% | +19.7% | 0.111% | |
| 4/14/2023 | Raymond James & Associates | 4,444 | $352K | 0.0% | -5.0% | 0.084% | |
| 4/13/2023 | Eaton Financial Holdings Company LLC | 3,256 | $258K | 0.2% | -19.4% | 0.061% | |
| 4/12/2023 | Vontobel Holding Ltd. | 9,800 | $776K | 0.0% | -2.7% | 0.185% | |
| 4/11/2023 | Berkshire Bank | 14,650 | $1.16M | 0.3% | +3.0% | 0.276% | |
| 4/11/2023 | Bond & Devick Financial Network Inc. | 13,794 | $1.09M | 0.7% | +1.2% | 0.260% | |
| 4/7/2023 | Mission Wealth Management LP | 137,285 | $10.87M | 0.5% | +0.3% | 2.590% | |
| 4/4/2023 | Cedar Brook Financial Partners LLC | 4,605 | $365K | 0.1% | +6.4% | 0.087% | |
| 3/13/2023 | Claro Advisors LLC | 11,038 | $871K | 0.3% | +14.3% | 0.201% | |
| 3/6/2023 | OLD Mission Capital LLC | 14,628 | $1.15M | 0.0% | +117.9% | 0.266% | |
| 2/21/2023 | Northwestern Mutual Wealth Management Co. | 47,883 | $3.78M | 0.0% | +1,062.2% | 0.871% | |
| 2/13/2023 | Kingsview Wealth Management LLC | 3,046 | $240K | 0.0% | -23.2% | 0.055% | |
| 2/13/2023 | Tanglewood Legacy Advisors LLC | 1,400 | $110K | 0.1% | N/A | 0.025% | |
| 2/13/2023 | Merriman Wealth Management LLC | 3,171 | $250K | 0.0% | -47.4% | 0.058% | |
| 2/13/2023 | M&T Bank Corp | 72,734 | $4.78M | 0.0% | N/A | 1.322% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 37,586 | $2.97M | 0.0% | +12.0% | 0.683% | |
| 2/10/2023 | Corrado Advisors LLC | 792 | $62K | 0.0% | N/A | 0.014% | |
| 2/9/2023 | Baltimore Washington Financial Advisors Inc. | 10,798 | $852K | 0.1% | +122.0% | 0.196% | |
| 2/9/2023 | Coastline Trust Co | 3,075 | $243K | 0.0% | N/A | 0.056% | |
| 2/9/2023 | Citigroup Inc. | 25,347 | $2M | 0.0% | +50.1% | 0.461% | |
| 2/9/2023 | HighTower Advisors LLC | 2,694 | $213K | 0.0% | N/A | 0.049% | |
| 2/8/2023 | Orion Portfolio Solutions LLC | 3,002 | $237K | 0.0% | N/A | 0.055% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 63,414 | $5.00M | 0.0% | +13.3% | 1.153% | |
| 2/7/2023 | Regatta Capital Group LLC | 15,026 | $1.19M | 0.4% | -7.5% | 0.273% | |
| 2/7/2023 | LPL Financial LLC | 29,884 | $2.36M | 0.0% | +3.1% | 0.543% | |
| 2/7/2023 | Brio Consultants LLC | 5,317 | $420K | 0.1% | +9.6% | 0.097% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 12,269 | $968K | 0.0% | +2.5% | 0.223% | |
| 2/6/2023 | Brinker Capital Investments LLC | 10,708 | $845K | 0.0% | +3.1% | 0.195% | |
| 2/6/2023 | Parallel Advisors LLC | 795 | $63K | 0.0% | +764.1% | 0.014% | |
| 2/3/2023 | Tradition Wealth Management LLC | 5,959 | $470K | 0.1% | +9.9% | 0.108% | |
| 2/2/2023 | Berkshire Bank | 14,226 | $1.12M | 0.3% | +5.9% | 0.259% | |
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| 2/2/2023 | Congress Wealth Management LLC DE | 4,909 | $387K | 0.0% | +11.7% | 0.089% | |
| 2/2/2023 | Mission Wealth Management LP | 136,822 | $10.80M | 0.5% | -2.9% | 2.488% | |
| 2/1/2023 | Warren Street Wealth Advisors LLC | 5,746 | $453K | 0.4% | -2.5% | 0.104% | |
| 2/1/2023 | Wealth Enhancement Advisory Services LLC | 28,711 | $2.36M | 0.0% | +3.6% | 0.522% | |
| 2/1/2023 | Foster Dykema Cabot & Co. Inc. MA | 21,299 | $1.68M | 0.2% | -2.3% | 0.387% | |
| 2/1/2023 | CWM LLC | 444,991 | $35.11M | 0.3% | -13.3% | 8.091% | |
| 2/1/2023 | Cedar Brook Financial Partners LLC | 4,330 | $342K | 0.1% | -11.5% | 0.079% | |
| 2/1/2023 | FAS Wealth Partners | 396 | $31K | 0.0% | -60.1% | 0.007% | |
| 1/30/2023 | Sharkey Howes & Javer | 7,214 | $569K | 0.1% | -29.1% | 0.131% | |
| 1/30/2023 | Concord Wealth Partners | 6,644 | $524K | 0.2% | +44.7% | 0.121% | |
