| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 234,266 | $24.14M | 0.0% | +1.4% | 2.440% | |
| 3/3/2025 | SK Wealth Management LLC | 42,109 | $4.34M | 2.2% | +22.5% | 0.439% | |
| 2/25/2025 | Armis Advisers LLC | 2,555 | $263K | 0.0% | N/A | 0.027% | |
| 2/17/2025 | Royal Bank of Canada | 348,647 | $35.93M | 0.0% | -0.8% | 3.632% | |
| 2/17/2025 | Humankind Investments LLC | 4,105 | $424K | 0.1% | N/A | 0.043% | |
| 2/17/2025 | Ellevest Inc. | 110,771 | $11.41M | 0.7% | +6.6% | 1.154% | |
| 2/17/2025 | Cetera Investment Advisers | 5,289 | $545K | 0.0% | +2.9% | 0.055% | |
| 2/17/2025 | Captrust Financial Advisors | 4,847 | $499K | 0.0% | -20.3% | 0.050% | |
| 2/17/2025 | Citadel Advisors LLC | 9,002 | $928K | 0.0% | +282.9% | 0.094% | |
| 2/17/2025 | Bank of America Corp DE | 68,583 | $7.07M | 0.0% | -3.8% | 0.714% | |
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| 2/17/2025 | Aptus Capital Advisors LLC | 43,526 | $4.49M | 0.0% | -0.6% | 0.453% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 853,156 | $87.91M | 0.2% | +3.3% | 8.887% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 45,199 | $4.66M | 0.1% | -1.7% | 0.471% | |
| 2/14/2025 | MGO One Seven LLC | 8,309 | $856K | 0.0% | +3.5% | 0.087% | |
| 2/14/2025 | Stifel Financial Corp | 7,916 | $816K | 0.0% | -6.3% | 0.082% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 84,139 | $8.67M | 0.1% | -11.8% | 0.876% | |
| 2/14/2025 | GeoWealth Management LLC | 135,106 | $13.92M | 0.5% | -19.6% | 1.407% | |
| 2/13/2025 | Regal Investment Advisors LLC | 3,064 | $316K | 0.0% | -5.1% | 0.032% | |
| 2/13/2025 | CreativeOne Wealth LLC | 3,558 | $367K | 0.0% | -23.5% | 0.037% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,785 | $1.42M | 0.0% | N/A | 0.144% | |
| 2/13/2025 | Advisory Services Network LLC | 2,127 | $219K | 0.0% | -6.5% | 0.022% | |
| 2/13/2025 | Cerity Partners LLC | 3,974 | $409K | 0.0% | +39.7% | 0.041% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 815,688 | $84.05M | 0.0% | +5.5% | 8.497% | |
| 2/13/2025 | Wells Fargo & Company MN | 11,939 | $1.23M | 0.0% | -5.8% | 0.124% | |
| 2/12/2025 | Martin Worley Group | 8,744 | $901K | 0.6% | N/A | 0.091% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 5,358 | $552K | 0.0% | +8,683.6% | 0.056% | |
| 2/12/2025 | Pictet Asset Management Holding SA | 7,190 | $741K | 0.0% | N/A | 0.075% | |
| 2/12/2025 | JPMorgan Chase & Co. | 537,779 | $55.41M | 0.0% | -6.3% | 5.602% | |
| 2/11/2025 | LPL Financial LLC | 23,555 | $2.43M | 0.0% | +1.6% | 0.245% | |
| 2/10/2025 | Corient Private Wealth LLC | 24,967 | $2.57M | 0.0% | -5.9% | 0.260% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 56,574 | $5.83M | 0.0% | -0.3% | 0.589% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 4,970 | $512K | 0.0% | -2.7% | 0.052% | |
| 2/7/2025 | AGF Management Ltd. | 4,500 | $464K | 0.0% | -4.3% | 0.047% | |
| 2/7/2025 | Retirement Capital Strategies | 18,807 | $1.94M | 0.7% | -2.1% | 0.196% | |
| 2/7/2025 | Independent Advisor Alliance | 27,208 | $2.80M | 0.0% | N/A | 0.283% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 15,864 | $1.64M | 0.1% | N/A | 0.165% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,785 | $1.42M | 0.0% | N/A | 0.144% | |
| 2/6/2025 | Triad Wealth Partners LLC | 2,050 | $211K | 0.1% | N/A | 0.021% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,093 | $113K | 0.0% | +383.6% | 0.011% | |
| 2/5/2025 | US Bancorp DE | 1,028 | $106K | 0.0% | -51.0% | 0.011% | |
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| 2/5/2025 | Veridan Wealth LLC | 3,856 | $400K | 0.2% | N/A | 0.040% | |
| 2/4/2025 | Wharton Business Group LLC | 3,875 | $399K | 0.0% | -22.3% | 0.040% | |
| 2/4/2025 | Wealthspire Advisors LLC | 11,988 | $1.24M | 0.0% | -49.9% | 0.125% | |
| 2/3/2025 | Wealth Alliance | 6,601 | $680K | 0.1% | +1.9% | 0.069% | |
| 2/3/2025 | SNS Financial Group LLC | 11,029 | $1.14M | 0.1% | -12.0% | 0.115% | |
| 2/3/2025 | Private Advisor Group LLC | 8,704 | $897K | 0.0% | +6.1% | 0.091% | |
| 1/31/2025 | Sanctuary Advisors LLC | 86,980 | $9.15M | 0.1% | -2.9% | 0.906% | |
| 1/31/2025 | Principal Financial Group Inc. | 111,030 | $11.44M | 0.0% | +11.1% | 1.157% | |
| 1/30/2025 | Csenge Advisory Group | 9,619 | $991K | 0.1% | -5.4% | 0.100% | |
| 1/30/2025 | Allworth Financial LP | 186,617 | $20.05M | 0.1% | -4.4% | 1.944% | |
| 1/30/2025 | Bluestem Financial Advisors LLC | 51,847 | $5.34M | 2.5% | +2.7% | 0.540% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 17,919 | $1.85M | 0.4% | +20.1% | 0.187% | |
| 1/30/2025 | Values Added Financial LLC | 15,119 | $1.56M | 0.9% | +22.2% | 0.157% | |
| 1/29/2025 | Vested Financial Planning LLC | 5,169 | $533K | 0.5% | N/A | 0.054% | |
| 1/28/2025 | Keystone Financial Group Inc. | 525 | $54K | 0.0% | N/A | 0.005% | |
| 1/27/2025 | GHP Investment Advisors Inc. | 320 | $33K | 0.0% | -44.3% | 0.003% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 60,052 | $6.19M | 0.2% | +59.0% | 0.626% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 4,500 | $464K | 0.0% | +7.8% | 0.047% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 9,121 | $940K | 0.0% | +17.6% | 0.095% | |
| 1/24/2025 | One Wealth Advisors LLC | 82,052 | $8.46M | 1.3% | +0.2% | 0.855% | |
| 1/24/2025 | Better Money Decisions LLC | 2,797 | $288K | 0.2% | -12.0% | 0.029% | |
| 1/23/2025 | Strategic Blueprint LLC | 3,306 | $341K | 0.0% | -5.6% | 0.034% | |
| 1/22/2025 | W Advisors LLC | 70,263 | $7.24M | 4.5% | -2.0% | 0.732% | |
| 1/22/2025 | United Asset Strategies Inc. | 4,264 | $439K | 0.0% | -2.9% | 0.044% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 3,858 | $398K | 0.0% | N/A | 0.040% | |
| 1/22/2025 | PFG Investments LLC | 4,059 | $418K | 0.0% | +7.2% | 0.042% | |
| 1/21/2025 | Novare Capital Management LLC | 4,090 | $421K | 0.0% | -2.4% | 0.043% | |
| 1/21/2025 | CFS Investment Advisory Services LLC | 17,152 | $1.77M | 0.2% | -3.1% | 0.179% | |
| 1/16/2025 | My Legacy Advisors LLC | 9,946 | $1.04M | 0.4% | -4.9% | 0.104% | |
| 1/15/2025 | Orgel Wealth Management LLC | 11,570 | $1.19M | 0.0% | -1.6% | 0.121% | |
| 1/15/2025 | HB Wealth Management LLC | 3,094 | $319K | 0.0% | -4.4% | 0.032% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 28,196 | $2.91M | 0.2% | -2.0% | 0.294% | |
| 1/15/2025 | First Pacific Financial | 1,680 | $173K | 0.0% | +180.0% | 0.018% | |
| 1/15/2025 | Omega Financial Group LLC | 20,468 | $2.11M | 0.8% | -2.5% | 0.213% | |
| 1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 71,585 | $7.38M | 0.1% | +0.8% | 0.746% | |
| 1/14/2025 | Bank of Italy | 1,653,185 | $170.34M | 8.5% | -48.4% | 17.221% | |
| 1/14/2025 | Park Avenue Securities LLC | 6,848 | $706K | 0.0% | -17.0% | 0.071% | |
| 1/13/2025 | Horizon Wealth Management LLC | 2,629 | $271K | 0.0% | +16.9% | 0.027% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 231,279 | $23.48M | 0.0% | +0.1% | 2.409% | |
| 1/6/2025 | Ridgeline Wealth LLC | 3,350 | $345K | 0.3% | N/A | 0.035% | |
| 12/30/2024 | SK Wealth Management LLC | 34,373 | $3.60M | 1.4% | N/A | 0.334% | |
| 12/26/2024 | JPMorgan Chase & Co. | 573,974 | $58.27M | 0.0% | -5.5% | 5.573% | |
| 12/19/2024 | Principal Financial Group Inc. | 99,958 | $10.15M | 0.0% | +16.0% | 0.970% | |
| 11/25/2024 | Sanctuary Advisors LLC | 89,586 | $9.48M | 0.1% | -15.0% | 0.870% | |
| 11/18/2024 | Sunbelt Securities Inc. | 1,464 | $149K | 0.0% | N/A | 0.014% | |
| 11/15/2024 | High Falls Advisors Inc | 3,100 | $315K | 0.1% | +15.7% | 0.030% | |
| 11/15/2024 | Jane Street Group LLC | 4,329 | $439K | 0.0% | N/A | 0.042% | |
| 11/15/2024 | Stifel Financial Corp | 8,446 | $857K | 0.0% | +111.8% | 0.082% | |
| 11/15/2024 | HighTower Advisors LLC | 2,157 | $219K | 0.0% | N/A | 0.021% | |
| 11/14/2024 | Captrust Financial Advisors | 6,083 | $618K | 0.0% | -3.7% | 0.059% | |
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| 11/14/2024 | RPg Family Wealth Advisory LLC | 385 | $39K | 0.0% | -99.5% | 0.004% | |
| 11/14/2024 | CreativeOne Wealth LLC | 4,649 | $472K | 0.0% | +7.6% | 0.045% | |
| 11/13/2024 | FMR LLC | 341,156 | $34.63M | 0.0% | +15.4% | 3.312% | |
| 11/12/2024 | Nwam LLC | 3,095 | $314K | 0.0% | N/A | 0.030% | |
| 11/12/2024 | CFS Investment Advisory Services LLC | 17,704 | $1.80M | 0.2% | +1.9% | 0.172% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 95,440 | $9.69M | 0.1% | +12.2% | 0.927% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 43,796 | $4.45M | 0.1% | +3.4% | 0.425% | |
| 11/4/2024 | Bond & Devick Financial Network Inc. | 9,728 | $988K | 0.4% | N/A | 0.094% | |
| 11/4/2024 | Mayflower Financial Advisors LLC | 3,823 | $388K | 0.1% | +6.2% | 0.037% | |
| 10/31/2024 | Principal Financial Group Inc. | 99,958 | $10.15M | 0.0% | +16.0% | 0.905% | |
