| 8/15/2025 | Captrust Financial Advisors | 147,139 | $6.08M | 0.0% | -1.4% | 1.008% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 32,846 | $1.36M | 0.0% | +72.6% | 0.225% | |
| 8/15/2025 | Bank of America Corp DE | 47,096 | $1.95M | 0.0% | +16.0% | 0.323% | |
| 8/15/2025 | Ameriprise Financial Inc. | 6,364 | $263K | 0.0% | -65.4% | 0.044% | |
| 8/14/2025 | Jane Street Group LLC | 57,634 | $2.38M | 0.0% | -46.2% | 0.395% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 13,528 | $559K | 0.0% | +50.1% | 0.093% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,181 | $132K | 0.0% | N/A | 0.022% | |
| 8/14/2025 | Betterment LLC | 909,269 | $37.59M | 0.1% | +52.5% | 6.228% | |
| 8/14/2025 | NewEdge Advisors LLC | 57,156 | $2.36M | 0.0% | +83.8% | 0.391% | |
| 8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 12,078 | $499K | 0.5% | -23.6% | 0.083% | |
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| 8/13/2025 | Flow Traders U.S. LLC | 25,362 | $1.05M | 0.0% | N/A | 0.174% | |
| 8/13/2025 | Maia Wealth LLC | 17,746 | $734K | 0.1% | -7.3% | 0.122% | |
| 8/12/2025 | Global Retirement Partners LLC | 22,355 | $924K | 0.0% | N/A | 0.153% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 9,455 | $391K | 0.0% | +91.8% | 0.066% | |
| 8/8/2025 | Cetera Investment Advisers | 758,041 | $31.34M | 0.1% | +66.2% | 5.264% | |
| 8/4/2025 | Atria Investments Inc | 5,381 | $222K | 0.0% | N/A | 0.037% | |
| 8/4/2025 | Bristlecone Advisors LLC | 138,055 | $5.71M | 0.5% | +0.5% | 0.959% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,223,041 | $133.24M | 0.0% | +73.6% | 22.382% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 10,770 | $445K | 0.0% | +117.6% | 0.075% | |
| 7/29/2025 | Private Trust Co. NA | 7,341 | $303K | 0.0% | +341.7% | 0.051% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 92,046 | $3.81M | 0.1% | -23.3% | 0.639% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 561,092 | $23.20M | 0.1% | +51.6% | 3.896% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 61,182 | $2.53M | 0.1% | -0.5% | 0.425% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 58,350 | $2.40M | 0.6% | +4.2% | 0.405% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 5,520 | $228K | 0.1% | N/A | 0.038% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 16,800 | $695K | 0.1% | +50.1% | 0.117% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 42,155 | $1.74M | 0.2% | N/A | 0.293% | |
| 7/17/2025 | David Kennon Inc | 96,636 | $4.00M | 1.5% | -56.7% | 0.671% | |
| 7/16/2025 | Perigon Wealth Management LLC | 18,443 | $762K | 0.0% | +61.4% | 0.128% | |
| 7/14/2025 | Sowell Financial Services LLC | 47,483 | $1.96M | 0.1% | N/A | 0.330% | |
| 7/11/2025 | UMB Bank n.a. | 5,225 | $216K | 0.0% | N/A | 0.036% | |
| 5/19/2025 | Jane Street Group LLC | 107,189 | $4.42M | 0.0% | +20.2% | 0.812% | |
| 5/16/2025 | NewEdge Advisors LLC | 31,091 | $1.28M | 0.0% | -14.5% | 0.236% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,180 | $378K | 0.0% | -14.4% | 0.070% | |
| 5/15/2025 | Betterment LLC | 596,331 | $24.58M | 0.1% | +6.8% | 4.518% | |
| 5/14/2025 | Colonial Trust Advisors | 3,182 | $131K | 0.0% | N/A | 0.024% | |
| 5/12/2025 | Maia Wealth LLC | 19,143 | $778K | 0.2% | -6.3% | 0.145% | |
| 5/12/2025 | Bristlecone Advisors LLC | 137,398 | $5.66M | 0.5% | -15.6% | 1.041% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 119,972 | $4.95M | 0.1% | -13.7% | 1.290% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 4,950 | $204K | 0.0% | N/A | 0.053% | |
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| 5/7/2025 | LPL Financial LLC | 3,154,745 | $130.02M | 0.1% | -14.9% | 33.922% | |
| 5/6/2025 | Cetera Investment Advisers | 456,229 | $18.80M | 0.0% | -17.3% | 4.906% | |
| 5/5/2025 | Private Advisor Group LLC | 10,804 | $445K | 0.0% | -45.6% | 0.116% | |
| 4/30/2025 | Allworth Financial LP | 4,419 | $181K | 0.0% | +29.5% | 0.048% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,856,601 | $76.52M | 0.0% | -13.5% | 19.963% | |
| 4/29/2025 | Bank of New York Mellon Corp | 60,577 | $2.50M | 0.0% | -27.0% | 0.651% | |
| 4/28/2025 | Private Trust Co. NA | 1,662 | $68K | 0.0% | -22.6% | 0.018% | |
| 4/23/2025 | Perigon Wealth Management LLC | 11,429 | $471K | 0.0% | -16.4% | 0.123% | |
| 4/23/2025 | Legacy Advisors LLC | 21,622 | $891K | 0.1% | -3.2% | 0.232% | |
| 4/23/2025 | David Kennon Inc | 223,349 | $9.21M | 3.7% | +11.6% | 2.402% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 370,048 | $15.25M | 0.1% | -30.4% | 3.979% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 61,511 | $2.54M | 0.1% | +9.0% | 0.711% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 11,189 | $461K | 0.1% | +5.4% | 0.129% | |
| 4/9/2025 | Flagstar Advisors Inc. | 6,087 | $251K | 0.1% | N/A | 0.070% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 56,004 | $2.31M | 0.6% | +1.5% | 0.647% | |
| 3/12/2025 | Centaurus Financial Inc. | 71,956 | $2.90M | 0.2% | +2.5% | 0.742% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 55,150 | $2.25M | 0.6% | +12.1% | 0.569% | |
| 2/17/2025 | Redwood Investment Management LLC | 5,799 | $234K | 0.0% | +11.7% | 0.056% | |
| 2/17/2025 | LifePlan Investment Advisors Inc. | 28,574 | $1.15M | 0.7% | +14.1% | 0.275% | |
| 2/17/2025 | CoreCap Advisors LLC | 35,455 | $1.43M | 0.1% | -44.4% | 0.341% | |
| 2/17/2025 | Cetera Investment Advisers | 551,824 | $22.25M | 0.0% | +9.9% | 5.306% | |
| 2/17/2025 | Captrust Financial Advisors | 153,301 | $6.18M | 0.0% | +10.8% | 1.474% | |
| 2/17/2025 | Citadel Advisors LLC | 96,570 | $3.89M | 0.0% | +124.8% | 0.929% | |
| 2/17/2025 | Bank of America Corp DE | 49,223 | $1.99M | 0.0% | +8.1% | 0.473% | |
| 2/17/2025 | Ameriprise Financial Inc. | 20,757 | $837K | 0.0% | N/A | 0.200% | |
| 2/14/2025 | Jane Street Group LLC | 89,202 | $3.60M | 0.0% | +262.3% | 0.858% | |
| 2/14/2025 | Betterment LLC | 558,225 | $22.51M | 0.1% | -3.0% | 5.368% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 10,719 | $432K | 0.0% | +10.4% | 0.103% | |
| 2/13/2025 | NewEdge Advisors LLC | 36,363 | $1.47M | 0.0% | +22.6% | 0.350% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 59,199 | $2.39M | 2.6% | N/A | 0.569% | |
| 2/13/2025 | Regal Investment Advisors LLC | 13,960 | $563K | 0.0% | +4.9% | 0.134% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,145,502 | $86.52M | 0.0% | +18.4% | 20.630% | |
| 2/12/2025 | StoneX Group Inc. | 30,718 | $1.24M | 0.1% | N/A | 0.295% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 19,619 | $791K | 0.0% | +10.6% | 0.189% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 9,992 | $403K | 0.0% | -8.1% | 0.096% | |
| 2/11/2025 | LPL Financial LLC | 3,708,002 | $149.53M | 0.1% | +1.9% | 35.654% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 532,031 | $21.45M | 0.1% | +5.0% | 5.116% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 107,131 | $4.32M | 0.0% | -11.4% | 1.030% | |
| 2/6/2025 | Atria Investments Inc | 5,049 | $204K | 0.0% | N/A | 0.049% | |
| 2/5/2025 | Maia Wealth LLC | 20,433 | $830K | 0.2% | -11.5% | 0.196% | |
| 2/4/2025 | Bank of New York Mellon Corp | 83,009 | $3.35M | 0.0% | +1.6% | 0.798% | |
| 1/31/2025 | Global Retirement Partners LLC | 15,042 | $607K | 0.0% | +269.9% | 0.145% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 139,012 | $5.63M | 0.1% | +3.1% | 1.337% | |
| 1/31/2025 | Sanctuary Advisors LLC | 14,064 | $572K | 0.0% | +8.0% | 0.135% | |
| 1/30/2025 | Principal Securities Inc. | 756,943 | $30.52M | 0.7% | +7.7% | 7.278% | |
| 1/29/2025 | Bristlecone Advisors LLC | 162,875 | $6.57M | 0.5% | -18.6% | 1.566% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 56,418 | $2.29M | 0.1% | +1.8% | 0.542% | |
| 1/23/2025 | David Kennon Inc | 200,144 | $8.07M | 3.2% | +3.1% | 1.924% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 10,611 | $428K | 0.1% | N/A | 0.102% | |
| 1/22/2025 | Perigon Wealth Management LLC | 13,675 | $552K | 0.0% | +3.2% | 0.131% | |
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| 11/25/2024 | Sanctuary Advisors LLC | 13,024 | $532K | 0.0% | -2.3% | 0.125% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 17,738 | $754K | 0.0% | -5.7% | 0.171% | |
| 11/15/2024 | Jane Street Group LLC | 24,618 | $1.05M | 0.0% | -76.0% | 0.237% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 9,705 | $412K | 0.0% | +6.4% | 0.093% | |
| 11/14/2024 | Captrust Financial Advisors | 138,306 | $5.88M | 0.0% | -3.0% | 1.330% | |
| 11/13/2024 | Private Trust Co. NA | 2,215 | $94K | 0.0% | -11.2% | 0.021% | |
| 11/12/2024 | Centaurus Financial Inc. | 70,235 | $2.99M | 0.2% | N/A | 0.675% | |
| 11/9/2024 | LPL Financial LLC | 3,639,203 | $154.67M | 0.1% | -6.5% | 34.992% | |
| 10/30/2024 | Maia Wealth LLC | 23,081 | $953K | 0.2% | -15.6% | 0.222% | |
| 10/28/2024 | Principal Securities Inc. | 702,848 | $29.87M | 0.7% | -3.2% | 6.758% | |
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