| 2/28/2025 | Brooklyn FI LLC | 160,512 | $5.39M | 0.9% | N/A | 0.832% | |
| 2/17/2025 | Evensky & Katz LLC | 980,849 | $31.46M | 2.1% | +0.6% | 4.671% | |
| 2/17/2025 | CoreCap Advisors LLC | 17,397 | $558K | 0.0% | N/A | 0.083% | |
| 2/17/2025 | Bank of America Corp DE | 371,614 | $11.92M | 0.0% | -5.2% | 1.770% | |
| 2/17/2025 | Ameriprise Financial Inc. | 106,278 | $3.41M | 0.0% | +67.3% | 0.506% | |
| 2/14/2025 | Jane Street Group LLC | 96,698 | $3.10M | 0.0% | -23.2% | 0.460% | |
| 2/13/2025 | Raymond James Financial Inc. | 732,183 | $23.48M | 0.0% | N/A | 3.487% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 556,472 | $17.85M | 0.0% | -11.5% | 2.650% | |
| 2/13/2025 | Wells Fargo & Company MN | 449,988 | $14.43M | 0.0% | +8.4% | 2.143% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 163,559 | $5.25M | 0.1% | -4.1% | 0.779% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 6,722 | $216K | 0.0% | +220.1% | 0.032% | |
| 2/11/2025 | LPL Financial LLC | 1,351,370 | $43.34M | 0.0% | +4.7% | 6.435% | |
| 2/11/2025 | SigFig Wealth Management LLC | 17,615 | $565K | 0.0% | +5.0% | 0.084% | |
| 2/11/2025 | Brooklyn FI LLC | 160,512 | $5.39M | 0.0% | N/A | 0.764% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 726,917 | $23.31M | 0.0% | -24.7% | 3.462% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 99,583 | $3.19M | 0.0% | -21.7% | 0.474% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 13,126 | $421K | 0.0% | -4.0% | 0.063% | |
| 2/7/2025 | HighTower Advisors LLC | 45,297 | $1.45M | 0.0% | -5.2% | 0.216% | |
| 2/7/2025 | Rialto Wealth Management LLC | 2,941 | $94K | 0.0% | N/A | 0.014% | |
| 2/6/2025 | Raymond James Financial Inc. | 732,183 | $23.48M | 0.0% | N/A | 3.487% | |
| 2/6/2025 | Jones Financial Companies Lllp | 93,483 | $3.00M | 0.0% | +134.8% | 0.445% | |
| 1/30/2025 | Principal Securities Inc. | 8,031 | $258K | 0.0% | +12.0% | 0.038% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 16,749 | $537K | 0.0% | +7.7% | 0.080% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 22,240 | $713K | 0.1% | +4.3% | 0.106% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,256 | $233K | 0.0% | -21.7% | 0.035% | |
| 1/22/2025 | FFG Retirement Advisors LLC | 87,467 | $2.81M | 1.8% | +5.2% | 0.417% | |
| 1/22/2025 | Northwest Financial Advisors | 28,342 | $909K | 0.8% | +42.0% | 0.135% | |
| 1/17/2025 | Magnus Financial Group LLC | 306,441 | $9.83M | 0.9% | +2.8% | 1.459% | |
| 1/15/2025 | Merit Financial Group LLC | 450,167 | $14.44M | 0.3% | +1.2% | 2.144% | |
| 1/13/2025 | Cooper Financial Group | 69,011 | $2.21M | 0.3% | -3.1% | 0.329% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 170,546 | $6.03M | 0.1% | -12.5% | 0.812% | |
| 11/15/2024 | Zacks Investment Management | 5,935 | $210K | 0.0% | N/A | 0.028% | |
| 11/15/2024 | Jane Street Group LLC | 125,943 | $4.45M | 0.0% | -25.4% | 0.600% | |
| 11/14/2024 | Flow Traders U.S. LLC | 22,346 | $790K | 0.0% | -86.9% | 0.106% | |
| 11/13/2024 | D.A. Davidson & CO. | 50,043 | $1.77M | 0.0% | -5.1% | 0.238% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 9,234,074 | $326.52M | 0.3% | -1.1% | 43.972% | |
| 11/8/2024 | First Horizon Advisors Inc. | 3,398 | $120K | 0.0% | N/A | 0.016% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 964,990 | $34.12M | 0.1% | -30.1% | 4.595% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 5,921 | $209K | 0.0% | N/A | 0.028% | |
| 10/25/2024 | TNF LLC | 15,021 | $509K | 0.2% | +9.5% | 0.072% | |
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| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 17,530 | $620K | 0.0% | -14.0% | 0.083% | |
| 10/23/2024 | FFG Retirement Advisors LLC | 83,140 | $2.94M | 1.9% | +2.2% | 0.396% | |
| 10/22/2024 | Private Advisor Group LLC | 17,397 | $615K | 0.0% | -95.1% | 0.083% | |
| 10/18/2024 | Raymond James & Associates | 66,557 | $2.35M | 0.0% | +9.8% | 0.317% | |
| 10/15/2024 | Magnus Financial Group LLC | 298,124 | $10.54M | 1.1% | +1.4% | 1.420% | |
| 10/8/2024 | Evensky & Katz LLC | 975,172 | $34.48M | 2.2% | -1.1% | 4.644% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 9,337,004 | $311.39M | 0.3% | -1.9% | 44.462% | |
| 8/15/2024 | Daymark Wealth Partners LLC | 18,472 | $616K | 0.0% | -2.8% | 0.088% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 1,380,384 | $46.04M | 0.1% | -15.4% | 6.573% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 37,478 | $1.25M | 0.0% | -3.9% | 0.178% | |
| 8/9/2024 | SigFig Wealth Management LLC | 15,213 | $507K | 0.0% | +8.5% | 0.072% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 642,454 | $21.43M | 0.0% | +12.3% | 3.059% | |
| 8/5/2024 | Private Advisor Group LLC | 357,292 | $11.92M | 0.1% | -22.9% | 1.701% | |
| 8/2/2024 | FFG Retirement Advisors LLC | 81,329 | $2.71M | 1.9% | N/A | 0.387% | |
| 8/2/2024 | Magnus Financial Group LLC | 293,890 | $9.80M | 1.1% | +0.3% | 1.399% | |
| 8/1/2024 | Chilton Capital Management LLC | 960 | $32K | 0.0% | -38.5% | 0.005% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 110,718 | $3.69M | 0.0% | -39.2% | 0.527% | |
| 7/26/2024 | Evensky & Katz LLC | 986,471 | $32.90M | 2.3% | -1.4% | 4.697% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 16,435 | $548K | 0.1% | +9.7% | 0.078% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 21,167 | $706K | 0.1% | -4.2% | 0.101% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 529,604 | $17.66M | 0.0% | -2.5% | 2.522% | |
| 7/19/2024 | Raymond James & Associates | 60,611 | $2.02M | 0.0% | -21.1% | 0.289% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 20,381 | $680K | 0.0% | -5.1% | 0.097% | |
| 7/16/2024 | Cooper Financial Group | 75,198 | $2.51M | 0.4% | +9.6% | 0.358% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 193,800 | $6.69M | 0.1% | -3.6% | 0.923% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 9,100 | $314K | 0.0% | +8.1% | 0.043% | |
| 4/30/2024 | Private Advisor Group LLC | 463,471 | $16.00M | 0.1% | +2,637.6% | 2.207% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 182,244 | $6.29M | 0.0% | +19.8% | 0.868% | |
| 4/25/2024 | TNF LLC | 13,449 | $451K | 0.2% | +14.5% | 0.064% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 543,306 | $18.76M | 0.0% | -2.2% | 2.587% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 11,603 | $401K | 0.0% | -7.1% | 0.055% | |
| 4/18/2024 | Capital Advisors Ltd. LLC | 14,985 | $517K | 0.1% | +3.2% | 0.071% | |
| 4/11/2024 | Cooper Financial Group | 68,607 | $2.37M | 0.4% | +39.7% | 0.327% | |
| 4/8/2024 | Evensky & Katz LLC | 1,000,298 | $34.54M | 2.4% | -1.3% | 6.099% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 9,736,760 | $317.47M | 0.2% | +0.4% | 59.370% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 201,098 | $6.53M | 0.1% | -3.4% | 1.226% | |
| 2/9/2024 | D.A. Davidson & CO. | 63,798 | $2.08M | 0.0% | -4.8% | 0.389% | |
| 2/9/2024 | Wells Fargo & Company MN | 314,766 | $10.26M | 0.0% | +61.0% | 1.919% | |
| 2/8/2024 | Level Four Advisory Services LLC | 87,027 | $2.84M | 0.2% | +133.6% | 0.531% | |
| 2/7/2024 | Northwest Financial Advisors | 8,688 | $283K | 0.2% | N/A | 0.053% | |
| 2/6/2024 | Merit Financial Group LLC | 418,124 | $13.63M | 0.4% | +1.5% | 2.550% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 3,295 | $107K | 0.0% | N/A | 0.020% | |
| 2/5/2024 | Magnus Financial Group LLC | 290,082 | $9.46M | 1.2% | -2.8% | 1.769% | |
| 1/30/2024 | TNF LLC | 11,741 | $383K | 0.2% | +63.3% | 0.072% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 14,737 | $480K | 0.0% | N/A | 0.090% | |
| 1/22/2024 | Parsons Capital Management Inc. RI | 12,495 | $407K | 0.0% | -7.3% | 0.076% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 555,395 | $18.11M | 0.0% | -3.4% | 3.387% | |
| 1/16/2024 | Raymond James & Associates | 60,504 | $1.97M | 0.0% | +115.9% | 0.369% | |
| 1/16/2024 | Cooper Financial Group | 49,098 | $1.60M | 0.3% | -22.7% | 0.299% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 11,763 | $378K | 0.0% | -3.8% | 0.072% | |
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| 1/9/2024 | Daymark Wealth Partners LLC | 24,072 | $785K | 0.0% | -9.5% | 0.147% | |
| 12/6/2023 | Citigroup Inc. | 2,648 | $79K | 0.0% | N/A | 0.016% | |
| 11/15/2023 | The Manufacturers Life Insurance Company | 9,698,158 | $290.07M | 0.2% | -0.2% | 59.135% | |
| 11/13/2023 | LPL Financial LLC | 364,696 | $10.91M | 0.0% | -22.8% | 2.224% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 108,648 | $3.25M | 0.0% | +3.1% | 0.662% | |
| 11/8/2023 | HighTower Advisors LLC | 25,786 | $759K | 0.0% | +37.8% | 0.157% | |
| 11/8/2023 | D.A. Davidson & CO. | 67,047 | $2.01M | 0.0% | -4.5% | 0.409% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 12,056 | $361K | 0.0% | -21.9% | 0.074% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 7,834 | $234K | 0.0% | -6.3% | 0.048% | |
| 11/7/2023 | Merit Financial Group LLC | 411,768 | $12.32M | 0.4% | +6.7% | 2.511% | |
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