| 2/26/2025 | Yoffe Investment Management LLC | 3,698 | $427K | 0.6% | N/A | 0.114% | |
| 2/17/2025 | Waverly Advisors LLC | 2,028 | $234K | 0.0% | N/A | 0.062% | |
| 2/17/2025 | Quantinno Capital Management LP | 7,351 | $849K | 0.0% | +8.9% | 0.226% | |
| 2/17/2025 | Cetera Investment Advisers | 3,240 | $374K | 0.0% | -4.3% | 0.100% | |
| 2/17/2025 | Bank of America Corp DE | 6,432 | $743K | 0.0% | -2.9% | 0.198% | |
| 2/14/2025 | Itau Unibanco Holding S.A. | 4,000 | $465K | 0.0% | N/A | 0.123% | |
| 2/14/2025 | Jane Street Group LLC | 4,783 | $553K | 0.0% | -51.6% | 0.147% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 25,718 | $2.97M | 0.0% | -22.1% | 0.791% | |
| 2/14/2025 | Susquehanna International Group LLP | 16,920 | $1.96M | 0.0% | N/A | 0.521% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 20,246 | $2.34M | 0.0% | -8.8% | 0.623% | |
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| 2/13/2025 | Raymond James Financial Inc. | 10,073 | $1.16M | 0.0% | N/A | 0.310% | |
| 2/13/2025 | Bank of Montreal Can | 586 | $68K | 0.0% | +801.5% | 0.018% | |
| 2/13/2025 | Wells Fargo & Company MN | 124,737 | $14.42M | 0.0% | +33.7% | 3.838% | |
| 2/12/2025 | Yoffe Investment Management LLC | 6,252 | $722K | 0.7% | N/A | 0.192% | |
| 2/12/2025 | Climber Capital SA | 2,575 | $297K | 0.2% | N/A | 0.079% | |
| 2/12/2025 | JPMorgan Chase & Co. | 343 | $40K | 0.0% | -78.4% | 0.011% | |
| 2/11/2025 | LPL Financial LLC | 25,892 | $2.99M | 0.0% | -20.6% | 0.797% | |
| 2/7/2025 | Rialto Wealth Management LLC | 942 | $109K | 0.0% | N/A | 0.029% | |
| 2/7/2025 | Banco Santander S.A. | 61,180 | $7.07M | 0.1% | -36.8% | 1.882% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 15,042 | $1.92M | 0.0% | +36.1% | 0.463% | |
| 2/7/2025 | K2 Financial Inc. | 2,508 | $278K | 0.3% | N/A | 0.077% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,073 | $1.16M | 0.0% | N/A | 0.310% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 1,071 | $124K | 0.0% | N/A | 0.033% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 245 | $28K | 0.0% | N/A | 0.008% | |
| 2/4/2025 | Addison Advisors LLC | 17,285 | $2.00M | 0.6% | +2.1% | 0.532% | |
| 2/4/2025 | Rainey & Randall Wealth Advisors Inc. | 167,538 | $19.36M | 3.8% | +11.2% | 5.155% | |
| 2/3/2025 | Financial Consulate Inc. | 83,706 | $9.67M | 2.6% | +3.3% | 2.576% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 15,374 | $1.78M | 0.0% | +1.2% | 0.473% | |
| 1/30/2025 | Vontobel Holding Ltd. | 316,983 | $36.63M | 0.1% | -0.7% | 9.753% | |
| 1/29/2025 | Mill Creek Capital Advisors LLC | 5,419 | $626K | 0.0% | -18.4% | 0.167% | |
| 1/17/2025 | Sheets Smith Wealth Management | 4,508 | $521K | 0.1% | -6.3% | 0.139% | |
| 1/15/2025 | First Pacific Financial | 159,789 | $18.47M | 4.3% | N/A | 4.917% | |
| 1/6/2025 | Stairway Partners LLC | 248,200 | $28.68M | 1.8% | +1.5% | 7.637% | |
| 11/15/2024 | MML Investors Services LLC | 1,792 | $221K | 0.0% | N/A | 0.055% | |
| 11/15/2024 | Jane Street Group LLC | 9,890 | $1.22M | 0.0% | -82.4% | 0.304% | |
| 11/15/2024 | Quantinno Capital Management LP | 6,751 | $831K | 0.0% | -2.3% | 0.208% | |
| 11/15/2024 | HighTower Advisors LLC | 18,905 | $2.32M | 0.0% | +5.5% | 0.582% | |
| 11/14/2024 | Flow Traders U.S. LLC | 14,086 | $1.73M | 0.1% | N/A | 0.433% | |
| 11/14/2024 | Noesis Capital Mangement Corp | 3,513 | $433K | 0.1% | N/A | 0.108% | |
| 11/12/2024 | Banco Santander S.A. | 96,877 | $11.93M | 0.1% | +225.8% | 2.981% | |
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| 11/8/2024 | Commerce Bank | 21,509 | $2.65M | 0.0% | -3.1% | 0.662% | |
| 11/6/2024 | Mill Creek Capital Advisors LLC | 6,638 | $817K | 0.0% | -16.5% | 0.204% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 22,195 | $2.73M | 0.0% | -15.6% | 0.683% | |
| 11/4/2024 | Addison Advisors LLC | 16,923 | $2.08M | 0.6% | +8.2% | 0.521% | |
| 10/30/2024 | Balentine LLC | 860 | $106K | 0.0% | N/A | 0.026% | |
| 10/29/2024 | Luken Investment Analytics LLC | 6,265 | $771K | 0.4% | +32.5% | 0.193% | |
| 10/25/2024 | Nicholas Hoffman & Company LLC. | 1,933 | $238K | 0.0% | -30.8% | 0.059% | |
| 10/22/2024 | Rainey & Randall Investment Management Inc. | 150,711 | $18.55M | 4.0% | +65.5% | 4.637% | |
| 10/21/2024 | Financial Consulate Inc. | 81,017 | $9.98M | 2.6% | +6.5% | 2.493% | |
| 10/16/2024 | Vontobel Holding Ltd. | 319,111 | $39.29M | 0.1% | -1.6% | 9.819% | |
| 10/5/2024 | Stairway Partners LLC | 244,545 | $30.11M | 1.9% | +0.4% | 7.524% | |
| 8/14/2024 | Mill Creek Capital Advisors LLC | 7,947 | $885K | 0.0% | -21.6% | 0.245% | |
| 8/8/2024 | Luken Investment Analytics LLC | 4,728 | $527K | 0.3% | N/A | 0.145% | |
| 8/5/2024 | Addison Advisors LLC | 15,636 | $1.74M | 0.6% | +37.7% | 0.481% | |
| 7/29/2024 | Banco Santander S.A. | 29,737 | $3.31M | 0.0% | -4.6% | 0.915% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 14,868 | $1.66M | 0.0% | +1.9% | 0.457% | |
| 7/19/2024 | Raymond James & Associates | 11,553 | $1.29M | 0.0% | +8.6% | 0.355% | |
| 7/16/2024 | ORG Partners LLC | 259 | $29K | 0.0% | N/A | 0.008% | |
| 5/16/2024 | Jane Street Group LLC | 73,119 | $7.58M | 0.0% | +4.0% | 2.250% | |
| 5/15/2024 | Flow Traders U.S. LLC | 78,769 | $8.17M | 0.4% | +97.8% | 2.424% | |
| 5/10/2024 | Banco Santander S.A. | 31,164 | $3.23M | 0.0% | +139.2% | 0.959% | |
| 5/9/2024 | SageView Advisory Group LLC | 3,819 | $396K | 0.0% | N/A | 0.118% | |
| 5/4/2024 | 9258 Wealth Management LLC | 2,028 | $210K | 0.0% | N/A | 0.062% | |
| 4/23/2024 | Financial Consulate Inc. | 74,117 | $7.69M | 2.3% | +9.9% | 2.281% | |
| 4/22/2024 | Rainey & Randall Investment Management Inc. | 89,664 | $9.30M | 2.2% | +2.0% | 2.759% | |
| 4/19/2024 | Retirement Guys Formula LLC | 43,593 | $4.52M | 2.2% | +1.8% | 1.211% | |
| 4/19/2024 | Hudson Capital Management LLC | 28,785 | $2.99M | 1.0% | +2.9% | 0.800% | |
| 4/9/2024 | Great Waters Wealth Management | 3,626 | $376K | 0.1% | -24.3% | 0.101% | |
| 4/3/2024 | Stairway Partners LLC | 243,665 | $25.26M | 2.0% | -0.2% | 6.768% | |
| 2/12/2024 | Fortress Wealth Management Inc. | 4,699 | $475K | 0.3% | -4.1% | 0.131% | |
| 2/9/2024 | Commerce Bank | 22,988 | $2.32M | 0.0% | -2.3% | 0.639% | |
| 2/9/2024 | Wells Fargo & Company MN | 88,973 | $8.99M | 0.0% | -16.2% | 2.471% | |
| 2/8/2024 | Brown Advisory Inc. | 4,613 | $466K | 0.0% | -2.3% | 0.128% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 28,579 | $2.89M | 0.0% | -0.4% | 0.794% | |
| 2/6/2024 | Merit Financial Group LLC | 6,160 | $623K | 0.0% | -30.5% | 0.171% | |
| 2/2/2024 | Addison Advisors LLC | 9,580 | $968K | 0.4% | +1.6% | 0.266% | |
| 2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 14,800 | $1.50M | 0.0% | -1.2% | 0.411% | |
| 2/1/2024 | Rainey & Randall Investment Management Inc. | 87,882 | $8.88M | 2.3% | +1.4% | 2.441% | |
| 2/1/2024 | Nicholas Hoffman & Company LLC. | 2,782 | $281K | 0.0% | N/A | 0.077% | |
| 2/1/2024 | Financial Consulate Inc. | 67,417 | $6.81M | 2.2% | +7.6% | 1.873% | |
| 1/30/2024 | Vontobel Holding Ltd. | 334,225 | $33.78M | 0.2% | -7.0% | 9.284% | |
| 1/22/2024 | Retirement Guys Formula LLC | 42,804 | $4.33M | 2.3% | N/A | 1.189% | |
| 1/19/2024 | Great Waters Wealth Management | 4,787 | $477K | 0.1% | +2.7% | 0.133% | |
| 1/19/2024 | L. Roy Papp & Associates LLP | 5,160 | $522K | 0.1% | -3.6% | 0.143% | |
| 1/16/2024 | Raymond James & Associates | 10,419 | $1.05M | 0.0% | -10.3% | 0.289% | |
| 1/11/2024 | Hudson Capital Management LLC | 27,966 | $2.83M | 1.0% | +2.0% | 0.777% | |
| 1/3/2024 | Stairway Partners LLC | 244,137 | $24.67M | 2.5% | -0.7% | 6.782% | |
| 11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 14,982 | $1.46M | 0.0% | +11.6% | 0.416% | |
| 11/9/2023 | Deutsche Bank AG | 19,561 | $1.90M | 0.0% | -31.2% | 0.543% | |
| 11/8/2023 | HighTower Advisors LLC | 21,269 | $2.07M | 0.0% | +5.1% | 0.591% | |
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| 11/8/2023 | Atria Wealth Solutions Inc. | 14,778 | $1.44M | 0.0% | +1.4% | 0.411% | |
| 11/8/2023 | Banco Santander S.A. | 19,512 | $1.90M | 0.0% | -37.0% | 0.542% | |
| 11/7/2023 | Addison Advisors LLC | 9,430 | $917K | 0.4% | +22.1% | 0.262% | |
| 11/3/2023 | ORG Partners LLC | 259 | $25K | 0.0% | N/A | 0.007% | |
| 10/27/2023 | Hudson Capital Management LLC | 27,425 | $2.67M | 0.9% | +2.6% | 0.762% | |
| 10/25/2023 | Brown Advisory Inc. | 4,721 | $459K | 0.0% | -2.9% | 0.131% | |
| 10/24/2023 | Raymond James & Associates | 11,617 | $1.13M | 0.0% | -4.8% | 0.323% | |
| 10/24/2023 | Financial Consulate Inc. | 62,646 | $6.09M | 2.7% | +51.5% | 1.740% | |
| 10/23/2023 | Sheets Smith Wealth Management | 4,622 | $449K | 0.1% | -33.3% | 0.128% | |
| 10/17/2023 | Rainey & Randall Investment Management Inc. | 86,710 | $8.41M | 1.6% | +10.8% | 2.409% | |
