| 2/17/2025 | Snowden Capital Advisors LLC | 28,940 | $929K | 0.0% | -1.1% | 0.160% | |
| 2/17/2025 | Royal Bank of Canada | 1,153,228 | $36.22M | 0.0% | +4.2% | 6.371% | |
| 2/17/2025 | Focus Partners Wealth | 851,126 | $26.73M | 0.1% | +1.9% | 4.702% | |
| 2/17/2025 | Elyxium Wealth LLC | 6,944 | $218K | 0.1% | N/A | 0.038% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 10,969 | $345K | 0.0% | N/A | 0.061% | |
| 2/17/2025 | EP Wealth Advisors LLC | 10,762 | $338K | 0.0% | -98.3% | 0.059% | |
| 2/17/2025 | Citadel Advisors LLC | 25,317 | $795K | 0.0% | +217.6% | 0.140% | |
| 2/17/2025 | Captrust Financial Advisors | 583,109 | $18.32M | 0.1% | +1.2% | 3.222% | |
| 2/17/2025 | BNP Paribas Financial Markets | 6,587 | $207K | 0.0% | N/A | 0.036% | |
| 2/17/2025 | Ameriprise Financial Inc. | 334,697 | $10.51M | 0.0% | +0.5% | 1.849% | |
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| 2/14/2025 | Jane Street Group LLC | 7,823 | $246K | 0.0% | -85.4% | 0.043% | |
| 2/14/2025 | Comerica Bank | 146,503 | $4.60M | 0.0% | +12.4% | 0.809% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 13,051 | $410K | 0.0% | -15.0% | 0.072% | |
| 2/14/2025 | UP Strategic Wealth Investment Advisors LLC | 8,052 | $253K | 0.3% | -24.9% | 0.044% | |
| 2/14/2025 | Hancock Whitney Corp | 31,353 | $985K | 0.0% | +14.7% | 0.173% | |
| 2/14/2025 | Stifel Financial Corp | 27,265 | $856K | 0.0% | +168.0% | 0.151% | |
| 2/13/2025 | CreativeOne Wealth LLC | 17,512 | $550K | 0.0% | +4.4% | 0.097% | |
| 2/13/2025 | Rathbones Group PLC | 13,263 | $417K | 0.0% | +7.2% | 0.073% | |
| 2/13/2025 | Bank of Montreal Can | 17,187 | $540K | 0.0% | -13.8% | 0.095% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 45,927 | $1.44M | 0.0% | +21.9% | 0.254% | |
| 2/13/2025 | Wells Fargo & Company MN | 179,599 | $5.64M | 0.0% | +43.0% | 0.992% | |
| 2/12/2025 | Pitcairn Co. | 2,169,583 | $68.15M | 4.0% | +35.4% | 11.987% | |
| 2/11/2025 | LPL Financial LLC | 67,508 | $2.12M | 0.0% | +18.1% | 0.373% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 27,976 | $879K | 0.0% | +65.3% | 0.155% | |
| 2/10/2025 | HBK Sorce Advisory LLC | 84,966 | $2.67M | 0.1% | -2.4% | 0.469% | |
| 2/10/2025 | LFA Lugano Financial Advisors SA | 103,701 | $3.26M | 2.1% | -6.3% | 0.573% | |
| 2/7/2025 | HighTower Advisors LLC | 11,887 | $373K | 0.0% | -5.6% | 0.066% | |
| 2/7/2025 | Moors & Cabot Inc. | 8,794 | $276K | 0.0% | +15.6% | 0.049% | |
| 2/7/2025 | Endowment Wealth Management Inc. | 212,297 | $6.67M | 4.5% | +3.0% | 1.173% | |
| 2/6/2025 | Verdence Capital Advisors LLC | 314,633 | $9.88M | 0.8% | +7.5% | 1.738% | |
| 2/6/2025 | Patten Group Inc. | 9,711 | $305K | 0.1% | +28.8% | 0.054% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,198 | $100K | 0.0% | +204.9% | 0.018% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 21,425 | $673K | 0.0% | +12.1% | 0.118% | |
| 2/5/2025 | New York Life Investment Management LLC | 9,308 | $292K | 0.0% | +40.2% | 0.051% | |
| 2/3/2025 | Private Advisor Group LLC | 88,605 | $2.78M | 0.0% | -5.5% | 0.490% | |
| 1/29/2025 | Alaska Wealth Advisors | 406,088 | $12.76M | 2.0% | -1.1% | 2.244% | |
| 1/29/2025 | Alaska Permanent Capital Management | 678,343 | $21.33M | 1.8% | +3.8% | 3.748% | |
| 1/27/2025 | Greenwood Capital Associates LLC | 6,875 | $216K | 0.0% | -20.4% | 0.038% | |
| 1/23/2025 | Strategic Advocates LLC | 29,594 | $930K | 0.3% | -4.1% | 0.164% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 54,842 | $1.72M | 0.5% | -4.3% | 0.303% | |
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| 1/21/2025 | Baron Financial Group LLC | 92,968 | $2.92M | 1.8% | +1.4% | 0.514% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 17,521 | $550K | 0.0% | N/A | 0.097% | |
| 1/21/2025 | Insight Inv LLC | 15,053 | $483K | 0.3% | N/A | 0.083% | |
| 1/16/2025 | Aspiriant LLC | 183,058 | $5.75M | 0.2% | -5.9% | 1.011% | |
| 1/15/2025 | BTS Asset Management Inc. | 15,775 | $495K | 0.5% | -23.4% | 0.087% | |
| 1/15/2025 | Empirical Asset Management LLC | 37,182 | $1.17M | 0.0% | -5.1% | 0.205% | |
| 1/13/2025 | Cooper Financial Group | 41,315 | $1.30M | 0.2% | -1.5% | 0.228% | |
| 1/13/2025 | Matrix Trust Co | 24,897 | $782K | 0.1% | +613.6% | 0.138% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 22,596 | $725K | 0.0% | +2.9% | 0.125% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 15,360 | $493K | 0.0% | -4.7% | 0.085% | |
| 11/15/2024 | EP Wealth Advisors LLC | 627,520 | $20.13M | 0.2% | -17.3% | 3.467% | |
| 11/15/2024 | Jane Street Group LLC | 53,586 | $1.72M | 0.0% | +58.1% | 0.296% | |
| 11/15/2024 | HighTower Advisors LLC | 12,587 | $402K | 0.0% | -30.3% | 0.070% | |
| 11/14/2024 | Captrust Financial Advisors | 576,385 | $18.49M | 0.1% | +2.6% | 3.184% | |
| 11/14/2024 | CreativeOne Wealth LLC | 16,771 | $538K | 0.0% | +8.2% | 0.093% | |
| 11/13/2024 | Freedom Investment Management Inc. | 6,682 | $214K | 0.0% | -26.1% | 0.037% | |
| 11/13/2024 | Hancock Whitney Corp | 27,333 | $877K | 0.0% | +145.2% | 0.151% | |
| 11/12/2024 | Pitcairn Co. | 1,602,027 | $51.39M | 3.0% | +46.9% | 8.851% | |
| 11/12/2024 | Raymond James Trust N.A. | 7,904 | $254K | 0.0% | N/A | 0.044% | |
| 11/8/2024 | Darwin Wealth Management LLC | 197,593 | $6.34M | 1.7% | -10.3% | 1.092% | |
| 11/6/2024 | Endowment Wealth Management Inc. | 206,175 | $6.61M | 4.3% | +2.6% | 1.139% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 19,116 | $613K | 0.0% | +12.9% | 0.106% | |
| 11/4/2024 | Alaska Permanent Capital Management | 653,523 | $20.95M | 1.7% | +1.1% | 3.611% | |
| 11/4/2024 | Alaska Wealth Advisors | 410,494 | $13.17M | 2.0% | -36.6% | 2.268% | |
| 11/1/2024 | Verdence Capital Advisors LLC | 292,667 | $9.39M | 0.7% | +2.8% | 1.617% | |
| 11/1/2024 | Aspire Wealth Management Corp | 2,108 | $68K | 0.0% | -23.7% | 0.012% | |
| 10/30/2024 | Greenwood Capital Associates LLC | 8,632 | $277K | 0.0% | +3.9% | 0.048% | |
| 10/28/2024 | US Bancorp DE | 2,778 | $89K | 0.0% | N/A | 0.015% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,967 | $705K | 0.0% | -4.4% | 0.121% | |
| 10/23/2024 | BTS Asset Management Inc. | 20,593 | $661K | 0.6% | N/A | 0.114% | |
| 10/22/2024 | International Assets Investment Management LLC | 43,663 | $1.36M | 0.0% | +3,108.2% | 0.241% | |
| 10/22/2024 | Private Advisor Group LLC | 93,721 | $3.01M | 0.0% | -11.6% | 0.518% | |
| 10/18/2024 | Baron Financial Group LLC | 91,693 | $2.94M | 1.8% | -2.5% | 0.507% | |
| 10/17/2024 | Aspiriant LLC | 194,532 | $6.24M | 0.2% | +1.1% | 1.075% | |
| 10/16/2024 | Twelve Points Wealth Management LLC | 57,321 | $1.84M | 0.6% | +5.4% | 0.317% | |
| 10/11/2024 | Empirical Asset Management LLC | 39,189 | $1.26M | 0.2% | -19.5% | 0.217% | |
| 10/9/2024 | Matrix Trust Co | 3,489 | $112K | 0.0% | N/A | 0.019% | |
| 10/9/2024 | Patten Group Inc. | 7,537 | $242K | 0.1% | -25.5% | 0.042% | |
| 10/8/2024 | Brookstone Capital Management | 12,176 | $391K | 0.0% | +10.6% | 0.067% | |
| 8/19/2024 | EP Wealth Advisors LLC | 758,377 | $23.53M | 0.3% | +332.3% | 4.190% | |
| 8/14/2024 | Bank of Montreal Can | 24,288 | $754K | 0.0% | -25.0% | 0.134% | |
| 8/13/2024 | Hancock Whitney Corp | 11,148 | $346K | 0.0% | +11.4% | 0.062% | |
| 8/12/2024 | UP Strategic Wealth Investment Advisors LLC | 10,712 | $332K | 0.5% | +8.5% | 0.059% | |
| 8/12/2024 | Carolinas Wealth Consulting LLC | 1,018 | $32K | 0.0% | N/A | 0.006% | |
| 8/9/2024 | One Capital Management LLC | 277,175 | $8.60M | 0.3% | +0.3% | 1.531% | |
| 8/9/2024 | Rathbones Group PLC | 13,003 | $403K | 0.0% | -13.2% | 0.072% | |
| 8/8/2024 | HBK Sorce Advisory LLC | 96,174 | $2.98M | 0.1% | -13.7% | 0.531% | |
| 8/8/2024 | Darwin Wealth Management LLC | 220,234 | $6.83M | 3.4% | +1.1% | 1.217% | |
| 8/5/2024 | Private Advisor Group LLC | 106,016 | $3.29M | 0.0% | -20.8% | 0.586% | |
| 8/2/2024 | Endowment Wealth Management Inc. | 201,008 | $6.24M | 4.5% | +0.2% | 1.111% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 15,458 | $480K | 0.0% | +86.7% | 0.085% | |
| 7/30/2024 | Wolf Group Capital Advisors | 82,919 | $2.57M | 1.0% | -30.7% | 0.458% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,361 | $42K | 0.0% | N/A | 0.008% | |
| 7/26/2024 | Verdence Capital Advisors LLC | 284,771 | $8.84M | 0.8% | +2.1% | 1.573% | |
| 7/23/2024 | HTLF Bank | 693,202 | $21.51M | 2.4% | +0.8% | 3.830% | |
| 7/23/2024 | Macroview Investment Management LLC | 1,884 | $58K | 0.1% | -46.4% | 0.010% | |
| 7/22/2024 | Alaska Wealth Advisors | 647,287 | $20.09M | 3.1% | +0.5% | 3.576% | |
| 7/19/2024 | Central Bank & Trust Co. | 6,506 | $202K | 0.0% | +111.3% | 0.036% | |
| 7/19/2024 | Raymond James & Associates | 163,743 | $5.08M | 0.0% | +10.1% | 0.905% | |
| 7/18/2024 | Brookstone Capital Management | 11,013 | $346K | 0.0% | N/A | 0.061% | |
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