| 2/17/2025 | Snowden Capital Advisors LLC | 6,103 | $266K | 0.0% | +16.7% | 0.096% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 11,193 | $487K | 0.2% | N/A | 0.175% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,861 | $81K | 0.0% | +27.2% | 0.029% | |
| 2/17/2025 | Cetera Investment Advisers | 69,060 | $3.01M | 0.0% | +3.2% | 1.082% | |
| 2/17/2025 | Citadel Advisors LLC | 46,148 | $2.01M | 0.0% | N/A | 0.723% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,753 | $76K | 0.0% | -60.3% | 0.027% | |
| 2/14/2025 | Capital Analysts LLC | 1,856 | $81K | 0.0% | +23.3% | 0.029% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,004 | $392K | 0.0% | -52.3% | 0.141% | |
| 2/14/2025 | MML Investors Services LLC | 66,370 | $2.89M | 0.0% | -1.2% | 1.040% | |
| 2/14/2025 | GeoWealth Management LLC | 5,489 | $239K | 0.0% | +2,168.2% | 0.086% | |
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| 2/14/2025 | Concourse Financial Group Securities Inc. | 4,168 | $188K | 0.0% | +15.7% | 0.065% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,876 | $386K | 0.0% | +24,555.6% | 0.139% | |
| 2/13/2025 | Regal Investment Advisors LLC | 6,147 | $268K | 0.0% | +12.1% | 0.096% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 23,336 | $1.02M | 0.0% | +5.9% | 0.366% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 5,637 | $245K | 0.0% | N/A | 0.088% | |
| 2/13/2025 | Townsquare Capital LLC | 7,724 | $336K | 0.0% | +50.0% | 0.121% | |
| 2/13/2025 | Elios Financial Group Inc. | 8,549 | $372K | 0.2% | +3.4% | 0.134% | |
| 2/13/2025 | Cerity Partners LLC | 31,681 | $1.38M | 0.0% | -9.7% | 0.497% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,273,255 | $55.41M | 0.0% | +4.0% | 19.957% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 1,192 | $52K | 0.0% | N/A | 0.019% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,800 | $339K | 0.0% | +15.6% | 0.122% | |
| 2/12/2025 | JPMorgan Chase & Co. | 150,668 | $6.56M | 0.0% | +18.9% | 2.362% | |
| 2/11/2025 | LPL Financial LLC | 233,706 | $10.17M | 0.0% | +74.1% | 3.663% | |
| 2/11/2025 | SigFig Wealth Management LLC | 13,664 | $596K | 0.0% | +11.0% | 0.214% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 26,522 | $1.21M | 0.0% | +5.2% | 0.416% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 385,050 | $16.76M | 0.1% | +2.6% | 6.035% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,788 | $513K | 0.0% | +12.7% | 0.185% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,860 | $255K | 0.0% | -5.8% | 0.092% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,502 | $152K | 0.0% | +13.5% | 0.055% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 4,971 | $216K | 0.0% | +7.4% | 0.078% | |
| 2/7/2025 | HighTower Advisors LLC | 5,907 | $257K | 0.0% | N/A | 0.093% | |
| 2/6/2025 | Assetmark Inc. | 30,921 | $1.35M | 0.0% | +28.6% | 0.485% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 14,781 | $643K | 0.0% | +11.3% | 0.232% | |
| 2/5/2025 | Sharkey Howes & Javer | 17,179 | $748K | 0.1% | +6.9% | 0.269% | |
| 2/4/2025 | Sofi Wealth LLC | 1,305 | $57K | 0.0% | N/A | 0.020% | |
| 2/4/2025 | Bank of New York Mellon Corp | 9,347 | $407K | 0.0% | -5.0% | 0.147% | |
| 2/3/2025 | First Horizon Advisors Inc. | 2,333 | $102K | 0.0% | -19.5% | 0.037% | |
| 2/3/2025 | Wealth Alliance | 8,174 | $356K | 0.0% | +7.0% | 0.128% | |
| 1/31/2025 | Kestra Investment Management LLC | 874 | $38K | 0.0% | N/A | 0.014% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 26,233 | $1.14M | 0.0% | -6.8% | 0.411% | |
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| 1/31/2025 | Venturi Wealth Management LLC | 3,233 | $141K | 0.0% | +9.3% | 0.051% | |
| 1/31/2025 | Sanctuary Advisors LLC | 15,110 | $694K | 0.0% | -6.6% | 0.237% | |
| 1/24/2025 | One Wealth Advisors LLC | 33,602 | $1.46M | 0.2% | -0.7% | 0.527% | |
| 1/24/2025 | Horst & Graben Wealth Management LLC | 21,369 | $930K | 0.2% | +5.6% | 0.335% | |
| 1/23/2025 | Austin Private Wealth LLC | 7,734 | $337K | 0.0% | +7.6% | 0.121% | |
| 1/22/2025 | Perigon Wealth Management LLC | 8,790 | $388K | 0.0% | +77.6% | 0.138% | |
| 1/21/2025 | RFG Advisory LLC | 5,745 | $250K | 0.0% | N/A | 0.090% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 1,151 | $50K | 0.0% | N/A | 0.018% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 21,670 | $943K | 0.0% | +8.9% | 0.340% | |
| 1/16/2025 | Diversify Advisory Services LLC | 6,031 | $262K | 0.0% | -22.1% | 0.095% | |
| 1/14/2025 | Park Avenue Securities LLC | 110,796 | $4.82M | 0.0% | +10.7% | 1.737% | |
| 1/7/2025 | One Wealth Capital Management LLC | 4,884 | $213K | 0.1% | N/A | 0.077% | |
| 12/26/2024 | JPMorgan Chase & Co. | 126,696 | $6.16M | 0.0% | -0.6% | 1.986% | |
| 11/25/2024 | Sanctuary Advisors LLC | 16,174 | $728K | 0.0% | +4.6% | 0.254% | |
| 11/15/2024 | MML Investors Services LLC | 67,199 | $3.27M | 0.0% | -3.9% | 1.053% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 6,745 | $328K | 0.0% | +39.7% | 0.106% | |
| 11/15/2024 | Jane Street Group LLC | 17,919 | $872K | 0.0% | -34.0% | 0.281% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 18,893 | $919K | 0.0% | +46.8% | 0.296% | |
| 11/13/2024 | Townsquare Capital LLC | 5,151 | $251K | 0.0% | +8.1% | 0.081% | |
| 11/13/2024 | Elios Financial Group Inc. | 8,268 | $402K | 0.2% | N/A | 0.130% | |
| 11/8/2024 | First Horizon Advisors Inc. | 2,899 | $141K | 0.0% | +13.2% | 0.045% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 25,214 | $1.23M | 0.0% | +99.0% | 0.395% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 16,726 | $814K | 0.0% | -6.5% | 0.262% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 4,411 | $215K | 0.0% | -12.2% | 0.069% | |
| 11/1/2024 | Assetmark Inc. | 24,044 | $1.17M | 0.0% | +15.1% | 0.377% | |
| 10/30/2024 | Austin Private Wealth LLC | 7,187 | $350K | 0.0% | +3.5% | 0.113% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 19,894 | $968K | 0.0% | +2.1% | 0.312% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,085 | $150K | 0.0% | +25.4% | 0.048% | |
| 10/25/2024 | Strategic Blueprint LLC | 4,227 | $206K | 0.0% | N/A | 0.066% | |
| 10/25/2024 | Diversify Advisory Services LLC | 7,743 | $363K | 0.0% | -9.0% | 0.121% | |
| 10/23/2024 | MA Private Wealth | 5,963 | $290K | 0.1% | -7.6% | 0.093% | |
| 10/22/2024 | International Assets Investment Management LLC | 242,911 | $118.18M | 0.0% | N/A | 3.807% | |
| 10/21/2024 | Horst & Graben Wealth Management LLC | 20,242 | $985K | 0.2% | +1.6% | 0.317% | |
| 10/10/2024 | Factory Mutual Insurance Co. | 1,147,970 | $55.85M | 0.6% | -44.1% | 17.993% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 3,602 | $175K | 0.0% | +7.7% | 0.056% | |
| 10/8/2024 | CWM LLC | 92,567 | $4.50M | 0.0% | +53.4% | 1.451% | |
| 9/5/2024 | Sanctuary Advisors LLC | 15,460 | $693K | 0.0% | N/A | 0.242% | |
| 8/22/2024 | Cetera Investment Advisers | 61,581 | $2.76M | 0.0% | -2.1% | 0.965% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 4,530 | $208K | 0.0% | +781.3% | 0.071% | |
| 8/13/2024 | Tcwp LLC | 8,089 | $362K | 0.9% | -10.4% | 0.127% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 12,671 | $567K | 0.0% | +6.3% | 0.199% | |
| 8/13/2024 | AE Wealth Management LLC | 8,448 | $378K | 0.0% | -4.5% | 0.132% | |
| 8/9/2024 | SigFig Wealth Management LLC | 11,584 | $519K | 0.0% | +4.5% | 0.182% | |
| 8/8/2024 | Williams Financial LLC | 42,849 | $1.95M | 0.5% | N/A | 0.672% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,213,988 | $54.37M | 0.0% | -1.8% | 19.028% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 10,464 | $469K | 0.0% | +48.5% | 0.164% | |
| 7/26/2024 | Bank of New York Mellon Corp | 9,487 | $425K | 0.0% | -3.0% | 0.149% | |
| 7/23/2024 | Horst & Graben Wealth Management LLC | 19,923 | $892K | 0.2% | +1.9% | 0.312% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 28,053 | $1.26M | 0.0% | -3.2% | 0.440% | |
| 7/19/2024 | Williams Financial LLC | 42,849 | $1.95M | 0.0% | N/A | 0.672% | |
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| 7/17/2024 | Sharkey Howes & Javer | 16,044 | $718K | 0.1% | -7.7% | 0.251% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 371,944 | $16.66M | 0.1% | -2.8% | 5.830% | |
| 7/13/2024 | Austin Private Wealth LLC | 6,944 | $311K | 0.0% | -5.5% | 0.109% | |
| 7/12/2024 | Diversify Advisory Services LLC | 8,512 | $386K | 0.0% | +3.0% | 0.133% | |
| 7/10/2024 | CWM LLC | 60,354 | $2.70M | 0.0% | -15.6% | 0.946% | |
| 7/9/2024 | Park Avenue Securities LLC | 100,245 | $4.49M | 0.1% | -2.8% | 1.571% | |
| 5/24/2024 | Cetera Advisors LLC | 12,572 | $574K | 0.0% | +93.7% | 0.197% | |
| 5/24/2024 | Cetera Investment Advisers | 62,871 | $2.87M | 0.0% | +47.5% | 0.985% | |
| 5/16/2024 | California State Teachers Retirement System | 1,606,601 | $73.38M | 0.1% | -56.7% | 25.182% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 4,899 | $224K | 0.0% | N/A | 0.077% | |
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