| 3/14/2025 | Tableaux LLC | 39,575 | $979K | 0.8% | N/A | 0.455% | |
| 2/19/2025 | Pinney & Scofield Inc. | 11,613 | $287K | 0.2% | N/A | 0.159% | |
| 2/17/2025 | Vestment Financial LLC | 10,467 | $259K | 0.2% | N/A | 0.143% | |
| 2/17/2025 | Quadcap Wealth Management LLC | 234,423 | $5.80M | 0.9% | -3.7% | 3.211% | |
| 2/17/2025 | Bank of America Corp DE | 52,693 | $1.30M | 0.0% | +20.9% | 0.722% | |
| 2/14/2025 | Jane Street Group LLC | 124,930 | $3.09M | 0.0% | +69.1% | 1.711% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 479,412 | $11.86M | 0.1% | +0.1% | 6.567% | |
| 2/14/2025 | Betterment LLC | 48,062 | $1.19M | 0.0% | +28.7% | 0.658% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 31,306 | $775K | 0.0% | +9.0% | 0.429% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 24,488 | $606K | 0.0% | -6.7% | 0.335% | |
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| 2/14/2025 | GeoWealth Management LLC | 7,388 | $183K | 0.0% | +52.8% | 0.101% | |
| 2/13/2025 | NewEdge Advisors LLC | 172,695 | $4.27M | 0.0% | -6.1% | 2.366% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 17,616 | $436K | 0.1% | -6.7% | 0.241% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 126,420 | $3.13M | 0.0% | +7.5% | 1.732% | |
| 2/12/2025 | Unison Advisors LLC | 1,214,426 | $30.05M | 3.6% | -1.3% | 16.636% | |
| 2/12/2025 | OLD Mission Capital LLC | 54,516 | $1.35M | 0.0% | N/A | 0.747% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 2,751 | $68K | 0.0% | N/A | 0.038% | |
| 2/12/2025 | JPMorgan Chase & Co. | 53,430 | $1.32M | 0.0% | +6.8% | 0.732% | |
| 2/11/2025 | LPL Financial LLC | 12,732 | $315K | 0.0% | +12.9% | 0.174% | |
| 2/11/2025 | von Borstel & Associates Inc. | 200,467 | $4.96M | 1.9% | +58.4% | 2.746% | |
| 2/11/2025 | Millstone Evans Group LLC | 1,771 | $44K | 0.0% | N/A | 0.024% | |
| 2/10/2025 | United Wealth Management LLC | 129,678 | $3.21M | 1.1% | N/A | 1.776% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 117,497 | $2.91M | 0.0% | +0.5% | 1.610% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 92,296 | $2.28M | 0.0% | +4.0% | 1.264% | |
| 2/7/2025 | HighTower Advisors LLC | 30,428 | $753K | 0.0% | +117.0% | 0.417% | |
| 2/7/2025 | Tortoise Investment Management LLC | 35,517 | $879K | 0.1% | -1.9% | 0.487% | |
| 2/7/2025 | Altiora Financial Group LLC | 19,468 | $482K | 0.1% | -23.6% | 0.267% | |
| 2/7/2025 | Retirement Solution LLC | 219,158 | $5.42M | 1.4% | -0.6% | 3.002% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 194,236 | $4.81M | 0.2% | +12.0% | 2.661% | |
| 2/5/2025 | Mills Wealth Advisors LLC | 38,630 | $956K | 0.5% | -6.2% | 0.529% | |
| 2/4/2025 | Daner Wealth Management LLC | 12,616 | $319K | 0.2% | N/A | 0.173% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 9,203 | $228K | 0.1% | N/A | 0.126% | |
| 2/4/2025 | Wealthspire Advisors LLC | 118,805 | $2.94M | 0.0% | -50.4% | 1.627% | |
| 1/31/2025 | Truist Financial Corp | 11,688 | $289K | 0.0% | -21.0% | 0.160% | |
| 1/31/2025 | Meredith Wealth Planning | 86,519 | $2.14M | 1.0% | +15.7% | 1.185% | |
| 1/30/2025 | Maryland Capital Advisors Inc. | 2,069 | $51K | 0.0% | +32.7% | 0.028% | |
| 1/29/2025 | Wealth Advisors Northwest LLC | 80,730 | $2.00M | 1.4% | N/A | 1.106% | |
| 1/29/2025 | Savant Capital LLC | 81,965 | $2.03M | 0.0% | -2.2% | 1.123% | |
| 1/24/2025 | Sutton Place Investors LLC | 14,414 | $357K | 0.2% | N/A | 0.197% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 130,554 | $3.23M | 0.1% | +1.9% | 1.788% | |
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| 1/23/2025 | Abel Hall LLC | 54,536 | $1.35M | 0.9% | +7.1% | 0.747% | |
| 1/23/2025 | Applied Capital LLC | 68,672 | $1.70M | 0.9% | +5.6% | 0.941% | |
| 1/23/2025 | DiNuzzo Private Wealth Inc. | 225,440 | $5.58M | 0.7% | +1.7% | 3.088% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 156,276 | $3.87M | 1.9% | +21.4% | 2.141% | |
| 1/22/2025 | Two West Capital Advisors LLC | 17,700 | $438K | 0.4% | +6.6% | 0.242% | |
| 1/21/2025 | Alpha Financial Advisors LLC | 58,918 | $1.46M | 0.7% | -1.0% | 0.807% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 14,006 | $347K | 0.2% | -4.2% | 0.192% | |
| 1/21/2025 | RFG Advisory LLC | 232,529 | $5.75M | 0.2% | +4.9% | 3.185% | |
| 1/17/2025 | Yeomans Consulting Group Inc. | 50,548 | $1.25M | 0.5% | +1.8% | 0.692% | |
| 1/16/2025 | Lam Group Inc. | 3,825 | $95K | 0.1% | +44.1% | 0.052% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 12,353 | $306K | 0.0% | -18.9% | 0.169% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 17,926 | $443K | 0.0% | +48.1% | 0.246% | |
| 1/14/2025 | Park Avenue Securities LLC | 17,628 | $436K | 0.0% | +117.3% | 0.241% | |
| 11/15/2024 | Abel Hall LLC | 50,905 | $1.37M | 0.9% | -1.0% | 0.697% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 18,891 | $508K | 0.2% | -7.2% | 0.259% | |
| 11/15/2024 | Jane Street Group LLC | 73,895 | $1.99M | 0.0% | -75.7% | 1.012% | |
| 11/15/2024 | SageView Advisory Group LLC | 8,543 | $230K | 0.0% | -86.1% | 0.117% | |
| 11/12/2024 | Nwam LLC | 7,738 | $208K | 0.0% | N/A | 0.106% | |
| 11/12/2024 | Altiora Financial Group LLC | 25,480 | $685K | 0.2% | N/A | 0.349% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 26,247 | $705K | 0.0% | +2.0% | 0.360% | |
| 11/2/2024 | Retirement Solution LLC | 220,541 | $5.93M | 1.4% | -1.2% | 3.021% | |
| 10/29/2024 | Lodestone Wealth Management LLC | 49,298 | $1.39M | 0.7% | -3.2% | 0.675% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 128,072 | $3.37M | 0.1% | +1.1% | 1.754% | |
| 10/28/2024 | HM Payson & Co. | 33,522 | $901K | 0.0% | +2.6% | 0.459% | |
| 10/24/2024 | Yeomans Consulting Group Inc. | 49,642 | $1.33M | 0.5% | +2.4% | 0.680% | |
| 10/22/2024 | Maryland Capital Advisors Inc. | 1,559 | $42K | 0.0% | +153.5% | 0.021% | |
| 10/22/2024 | RCS Financial Planning LLC | 19,183 | $515K | 0.3% | -2.0% | 0.263% | |
| 10/22/2024 | Sequoia Financial Advisors LLC | 88,784 | $2.39M | 0.0% | +8.0% | 1.216% | |
| 10/21/2024 | Mills Wealth Advisors LLC | 41,198 | $1.11M | 0.8% | -3.3% | 0.564% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 128,743 | $3.46M | 1.7% | N/A | 1.764% | |
| 10/18/2024 | Schubert & Co | 37,005 | $994K | 0.7% | +103.2% | 0.507% | |
| 10/17/2024 | RFG Advisory LLC | 221,638 | $5.96M | 0.2% | +7.6% | 3.036% | |
| 10/17/2024 | DiNuzzo Private Wealth Inc. | 221,642 | $5.96M | 0.7% | +1.4% | 3.036% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 14,624 | $393K | 0.2% | -3.5% | 0.200% | |
| 10/15/2024 | von Borstel & Associates Inc. | 126,530 | $3.40M | 1.9% | N/A | 1.733% | |
| 10/9/2024 | Unison Advisors LLC | 1,230,422 | $33.06M | 4.0% | -2.5% | 16.855% | |
| 10/8/2024 | Evanson Asset Management LLC | 40,501 | $1.09M | 0.1% | +14.8% | 0.555% | |
| 10/3/2024 | Park Avenue Securities LLC | 8,114 | $218K | 0.0% | N/A | 0.111% | |
| 8/21/2024 | Truist Financial Corp | 14,071 | $366K | 0.0% | +13.4% | 0.193% | |
| 8/16/2024 | NewEdge Advisors LLC | 111,527 | $2.90M | 0.0% | +1.6% | 1.528% | |
| 8/14/2024 | Bank of Montreal Can | 63,264 | $1.66M | 0.0% | +99.2% | 0.867% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 20,363 | $530K | 0.2% | +11.9% | 0.279% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 111,654 | $2.91M | 0.0% | +6.2% | 1.530% | |
| 8/2/2024 | Tortoise Investment Management LLC | 39,852 | $1.04M | 0.1% | +15.6% | 0.546% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 114,695 | $2.98M | 0.0% | +6.9% | 1.571% | |
| 7/30/2024 | DiNuzzo Private Wealth Inc. | 218,648 | $5.69M | 0.8% | +1.5% | 2.995% | |
| 7/25/2024 | Yeomans Consulting Group Inc. | 48,493 | $1.26M | 0.5% | +2.5% | 0.664% | |
| 7/25/2024 | Retirement Solution LLC | 223,188 | $5.81M | 1.6% | +111.9% | 3.057% | |
| 7/24/2024 | Meredith Wealth Planning | 68,377 | $1.78M | 0.9% | +15.2% | 0.937% | |
| 7/23/2024 | Elser Financial Planning Inc | 896,368 | $23.96M | 3.6% | N/A | 12.279% | |
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| 7/22/2024 | RCS Financial Planning LLC | 19,571 | $509K | 0.3% | -55.8% | 0.268% | |
| 7/16/2024 | Lodestone Wealth Management LLC | 50,944 | $1.36M | 0.7% | +30.8% | 0.698% | |
| 7/16/2024 | Sequoia Financial Advisors LLC | 82,243 | $2.14M | 0.0% | +15.1% | 1.127% | |
| 7/15/2024 | RFG Advisory LLC | 205,914 | $5.36M | 0.2% | +2.9% | 2.821% | |
| 7/13/2024 | Unison Advisors LLC | 1,262,206 | $32.84M | 4.1% | -50.6% | 17.290% | |
| 7/13/2024 | Evanson Asset Management LLC | 35,276 | $918K | 0.1% | +14.7% | 0.483% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 15,225 | $396K | 0.0% | -10.9% | 0.209% | |
| 7/11/2024 | Symmetry Partners LLC | 427,181 | $11.12M | 0.6% | -20.3% | 5.852% | |
| 7/11/2024 | Walden Wealth Partners LLC | 111,306 | $2.90M | 1.6% | +2.8% | 1.525% | |
| 6/20/2024 | HM Payson & Co. | 32,672 | $811K | 0.0% | N/A | 0.448% | |
