| 8/15/2025 | EP Wealth Advisors LLC | 16,057 | $791K | 0.0% | N/A | 0.174% | |
| 8/14/2025 | Jane Street Group LLC | 50,415 | $2.48M | 0.0% | +73.3% | 0.531% | |
| 8/13/2025 | Flow Traders U.S. LLC | 11,971 | $590K | 0.0% | +96.6% | 0.126% | |
| 8/12/2025 | JPMorgan Chase & Co. | 13,909 | $685K | 0.0% | +704.0% | 0.146% | |
| 8/11/2025 | Root Financial Partners LLC | 33,291 | $1.64M | 0.2% | +30.4% | 0.360% | |
| 8/8/2025 | RAM Investment Partners LLC | 8,326 | $410K | 0.1% | -38.7% | 0.090% | |
| 8/8/2025 | Kaizen Financial Strategies | 4,710 | $232K | 0.1% | N/A | 0.051% | |
| 8/6/2025 | Savant Capital LLC | 35,336 | $1.74M | 0.0% | +0.8% | 0.382% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 7,174 | $354K | 0.1% | +11.3% | 0.078% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,740,194 | $233.60M | 0.1% | +7.1% | 51.245% | |
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| 7/28/2025 | Elmwood Wealth Management Inc. | 54,090 | $2.67M | 1.1% | +30.7% | 0.585% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 17,705 | $873K | 0.1% | N/A | 0.186% | |
| 7/25/2025 | One Degree Advisors Inc | 95,156 | $4.69M | 1.7% | -2.6% | 1.002% | |
| 7/24/2025 | IFP Advisors Inc | 2,003 | $99K | 0.0% | +99.7% | 0.022% | |
| 7/24/2025 | True Link Financial Advisors LLC | 13,310 | $656K | 0.0% | -4.0% | 0.144% | |
| 7/23/2025 | Roberts Wealth Advisors LLC | 8,437 | $416K | 0.1% | -17.1% | 0.091% | |
| 7/18/2025 | Citrine Capital LLC | 691,179 | $34.06M | 18.1% | +7.6% | 7.472% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 13,850 | $683K | 0.1% | +167.9% | 0.151% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 97,140 | $4.79M | 2.9% | +235.0% | 1.062% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 5,386 | $265K | 0.1% | N/A | 0.059% | |
| 7/15/2025 | Regatta Capital Group LLC | 5,446 | $268K | 0.0% | N/A | 0.060% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 17,704 | $872K | 0.4% | N/A | 0.193% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 6,561 | $323K | 0.1% | N/A | 0.072% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 66,137 | $3.26M | 0.0% | +0.6% | 0.731% | |
| 7/9/2025 | Fermata Advisors LLC | 6,130 | $302K | 0.1% | N/A | 0.068% | |
| 7/1/2025 | First National Bank Sioux Falls | 9,451 | $466K | 0.2% | -21.2% | 0.107% | |
| 5/19/2025 | Jane Street Group LLC | 29,090 | $1.44M | 0.0% | -75.1% | 0.348% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,299 | $560K | 0.0% | -61.7% | 0.139% | |
| 5/15/2025 | Tortoise Investment Management LLC | 6,779 | $336K | 0.0% | +74.8% | 0.084% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 39,109 | $1.94M | 0.7% | -0.6% | 0.483% | |
| 5/13/2025 | Callan Family Office LLC | 86,700 | $4.30M | 0.3% | N/A | 1.070% | |
| 5/13/2025 | HighTower Advisors LLC | 796,644 | $39.51M | 0.1% | +30.9% | 9.835% | |
| 5/12/2025 | One Degree Advisors Inc | 97,725 | $4.85M | 2.0% | +1.6% | 1.206% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,090 | $252K | 0.0% | N/A | 0.063% | |
| 5/7/2025 | Prospect Financial Group LLC | 17,108 | $849K | 1.1% | +130.9% | 0.211% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,423,967 | $219.43M | 0.1% | +3.5% | 54.617% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 41,390 | $2.05M | 0.8% | +135.4% | 0.511% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 6,448 | $325K | 0.1% | +7.5% | 0.080% | |
| 4/25/2025 | Root Financial Partners LLC | 25,538 | $1.27M | 0.1% | +32.6% | 0.310% | |
| 4/23/2025 | RAM Investment Partners LLC | 13,584 | $674K | 0.2% | +66.8% | 0.165% | |
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| 4/23/2025 | Citrine Capital LLC | 642,084 | $31.85M | 19.9% | +215.0% | 7.783% | |
| 4/21/2025 | True Link Financial Advisors LLC | 13,860 | $687K | 0.1% | +5.7% | 0.168% | |
| 4/21/2025 | Roberts Wealth Advisors LLC | 10,175 | $505K | 0.2% | N/A | 0.123% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 65,728 | $3.26M | 0.0% | +15.8% | 0.797% | |
| 4/16/2025 | Signature Resources Capital Management LLC | 28,999 | $1.44M | 1.2% | +152.4% | 0.352% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 14,384 | $701K | 0.1% | +99.6% | 0.174% | |
| 4/15/2025 | First National Bank Sioux Falls | 12,000 | $595K | 0.2% | +9.1% | 0.145% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,750 | $2.84M | 0.0% | +43.1% | 0.698% | |
| 2/17/2025 | EP Wealth Advisors LLC | 7,706 | $386K | 0.0% | N/A | 0.143% | |
| 2/17/2025 | Citadel Advisors LLC | 6,209 | $311K | 0.0% | N/A | 0.115% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 3,837,026 | $192.04M | 0.5% | -13.9% | 71.056% | |
| 2/14/2025 | Jane Street Group LLC | 117,016 | $5.86M | 0.0% | +252.4% | 2.167% | |
| 2/14/2025 | Navigoe LLC | 1,990 | $99K | 0.1% | N/A | 0.037% | |
| 2/14/2025 | Susquehanna International Group LLP | 55,879 | $2.80M | 0.0% | +1,010.5% | 1.035% | |
| 2/13/2025 | One Degree Advisors Inc | 96,178 | $4.82M | 2.0% | +7.8% | 1.781% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,275,552 | $213.99M | 0.1% | +9.5% | 79.177% | |
| 2/12/2025 | Martin Worley Group | 9,064 | $454K | 0.3% | N/A | 0.168% | |
| 2/12/2025 | OLD Mission Capital LLC | 29,531 | $1.48M | 0.0% | +3.7% | 0.547% | |
| 2/12/2025 | Life Planning Partners Inc | 99,700 | $4.99M | 0.7% | N/A | 1.846% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,133 | $57K | 0.0% | N/A | 0.021% | |
| 2/11/2025 | Prospect Financial Group LLC | 7,410 | $371K | 0.5% | N/A | 0.137% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 51,453 | $2.58M | 0.0% | +9.2% | 0.953% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,404 | $70K | 0.0% | N/A | 0.026% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 3,335 | $167K | 0.1% | N/A | 0.062% | |
| 2/7/2025 | HighTower Advisors LLC | 608,450 | $30.45M | 0.0% | +38.1% | 11.268% | |
| 2/7/2025 | Tortoise Investment Management LLC | 3,879 | $194K | 0.0% | -45.2% | 0.072% | |
| 2/6/2025 | One Capital Management LLC | 13,535 | $677K | 0.0% | +23.9% | 0.251% | |
| 1/30/2025 | Root Financial Partners LLC | 19,255 | $964K | 0.1% | +18.5% | 0.357% | |
| 1/30/2025 | Life Planning Partners Inc | 99,700 | $4.99M | 0.0% | N/A | 1.846% | |
| 1/29/2025 | FMB Wealth Management | 12,458 | $624K | 0.4% | +3.6% | 0.231% | |
| 1/29/2025 | Savant Capital LLC | 34,870 | $1.75M | 0.0% | N/A | 0.646% | |
| 1/28/2025 | RAM Investment Partners LLC | 8,144 | $408K | 0.1% | +18.6% | 0.151% | |
| 1/27/2025 | Citrine Capital LLC | 203,819 | $10.20M | 7.5% | N/A | 3.774% | |
| 1/23/2025 | TriaGen Wealth Management LLC | 39,362 | $1.97M | 0.7% | +5.2% | 0.729% | |
| 1/17/2025 | Signature Resources Capital Management LLC | 11,490 | $575K | 0.5% | +13.4% | 0.213% | |
| 1/16/2025 | True Link Financial Advisors LLC | 13,110 | $656K | 0.1% | +9.7% | 0.243% | |
| 1/14/2025 | Apella Capital LLC | 10,683 | $535K | 0.0% | N/A | 0.198% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 7,205 | $359K | 0.1% | +35.0% | 0.133% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 17,580 | $880K | 0.4% | N/A | 0.326% | |
| 11/15/2024 | Jane Street Group LLC | 33,208 | $1.68M | 0.0% | N/A | 0.615% | |
| 11/15/2024 | HighTower Advisors LLC | 440,494 | $22.33M | 0.0% | +1.2% | 8.157% | |
| 11/12/2024 | Larson Financial Group LLC | 2,000 | $101K | 0.0% | N/A | 0.037% | |
| 10/29/2024 | First National Bank Sioux Falls | 11,000 | $557K | 0.3% | +46.7% | 0.204% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 39,668 | $2.01M | 0.0% | +85.9% | 0.735% | |
| 10/22/2024 | RAM Investment Partners LLC | 6,869 | $348K | 0.1% | +4.6% | 0.127% | |
| 10/19/2024 | One Degree Advisors Inc | 89,188 | $4.52M | 1.9% | N/A | 1.652% | |
| 10/18/2024 | TriaGen Wealth Management LLC | 37,422 | $1.90M | 0.6% | +73.2% | 0.693% | |
| 10/8/2024 | Evanson Asset Management LLC | 5,785 | $293K | 0.0% | N/A | 0.107% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 2,020 | $102K | 0.0% | N/A | 0.037% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,989,726 | $199.81M | 0.5% | +7.5% | 73.884% | |
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| 8/8/2024 | Envestnet Asset Management Inc. | 3,555,339 | $178.05M | 0.1% | +5.5% | 65.840% | |
| 8/2/2024 | Tortoise Investment Management LLC | 6,102 | $306K | 0.0% | -45.6% | 0.113% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 45,538 | $2.28M | 0.0% | -1.4% | 0.843% | |
| 7/30/2024 | RAM Investment Partners LLC | 6,567 | $329K | 0.1% | +17.4% | 0.122% | |
| 7/19/2024 | Signature Resources Capital Management LLC | 10,176 | $510K | 0.4% | +324.7% | 0.188% | |
| 7/18/2024 | TriaGen Wealth Management LLC | 21,607 | $1.08M | 0.4% | +46.5% | 0.400% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 5,336 | $268K | 0.1% | N/A | 0.099% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,333 | $1.07M | 0.0% | +1.3% | 0.395% | |
| 7/12/2024 | True Link Financial Advisors LLC | 11,950 | $598K | 0.1% | +2.1% | 0.221% | |
| 5/15/2024 | CoreFirst Bank & Trust | 1,032 | $52K | 0.0% | N/A | 0.019% | |
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