| 8/1/2025 | Austin Private Wealth LLC | 65,043 | $1.78M | 0.1% | N/A | 0.538% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 387,405 | $10.62M | 0.0% | +2,145.7% | 3.206% | |
| 7/31/2025 | Schoolcraft Capital LLC | 93,346 | $2.56M | 0.5% | -19.5% | 0.772% | |
| 7/31/2025 | Money Design Co. Ltd. | 160,839 | $4.41M | 0.2% | -6.3% | 1.331% | |
| 7/28/2025 | Mutual Advisors LLC | 31,347 | $846K | 0.0% | N/A | 0.259% | |
| 7/28/2025 | Harbour Investments Inc. | 23,340 | $640K | 0.0% | N/A | 0.193% | |
| 7/28/2025 | Innova Wealth Partners | 247,509 | $6.78M | 4.0% | +135.1% | 2.048% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 515,868 | $14.14M | 0.1% | N/A | 4.269% | |
| 7/25/2025 | CWM LLC | 1,739 | $48K | 0.0% | -49.2% | 0.014% | |
| 7/25/2025 | Richardson Financial Services Inc. | 14,577 | $401K | 0.3% | +375.6% | 0.121% | |
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| 7/23/2025 | Valmark Advisers Inc. | 15,168 | $416K | 0.0% | -52.0% | 0.125% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 5,360 | $143K | 0.1% | -6.8% | 0.044% | |
| 7/22/2025 | AWM Capital LLC | 158,393 | $4.34M | 0.5% | -20.0% | 1.310% | |
| 7/21/2025 | Ascent Group LLC | 8,731 | $239K | 0.0% | N/A | 0.072% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,913 | $217K | 0.0% | -19.7% | 0.065% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 24,879 | $682K | 0.3% | N/A | 0.167% | |
| 7/15/2025 | Ballentine Partners LLC | 90,659 | $2.48M | 0.0% | +95.6% | 0.607% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 15,040 | $412K | 0.2% | -29.9% | 0.101% | |
| 7/14/2025 | Park Avenue Securities LLC | 116,413 | $3.19M | 0.0% | N/A | 0.779% | |
| 7/10/2025 | Global Financial Private Client LLC | 8,217 | $225K | 0.1% | N/A | 0.055% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,207 | $609K | 0.0% | +4.8% | 0.149% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 26,247 | $719K | 0.1% | N/A | 0.176% | |
| 7/9/2025 | Balefire LLC | 11,131 | $305K | 0.1% | N/A | 0.075% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 38,383 | $1.05M | 0.7% | +31.6% | 0.257% | |
| 5/20/2025 | Focus Partners Wealth | 153,647 | $3.76M | 0.0% | +942.1% | 1.479% | |
| 5/19/2025 | Jane Street Group LLC | 10,269 | $251K | 0.0% | -84.4% | 0.099% | |
| 5/16/2025 | Jones Financial Companies Lllp | 39,405 | $965K | 0.0% | +10,907.0% | 0.379% | |
| 5/15/2025 | OLD Mission Capital LLC | 16,471 | $403K | 0.0% | -88.1% | 0.159% | |
| 5/14/2025 | Comerica Bank | 11,822 | $289K | 0.0% | -10.6% | 0.114% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 88,313 | $2.16M | 0.6% | +4.0% | 0.850% | |
| 5/14/2025 | SVB Wealth LLC | 6,183 | $151K | 0.0% | N/A | 0.060% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,970 | $342K | 0.0% | -5.7% | 0.134% | |
| 5/14/2025 | Kestra Advisory Services LLC | 53,230 | $1.30M | 0.0% | +42.9% | 0.512% | |
| 5/13/2025 | Northern Trust Corp | 590,811 | $14.46M | 0.0% | -5.9% | 5.686% | |
| 5/12/2025 | Florin Court Capital LLP | 38,517 | $943K | 1.0% | N/A | 0.371% | |
| 5/12/2025 | Savvy Advisors Inc. | 15,675 | $384K | 0.0% | +5.4% | 0.151% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 112,605 | $2.76M | 0.1% | +7.0% | 1.084% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,858 | $241K | 0.0% | N/A | 0.095% | |
| 5/7/2025 | AWM Capital LLC | 197,914 | $4.85M | 0.6% | -16.3% | 1.905% | |
| 5/6/2025 | Assetmark Inc. | 100,472 | $2.46M | 0.0% | -5.3% | 0.967% | |
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| 5/6/2025 | Innova Wealth Partners | 105,267 | $2.58M | 1.6% | N/A | 1.013% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 21,449 | $525K | 0.2% | -23.3% | 0.206% | |
| 5/6/2025 | Richardson Financial Services Inc. | 3,065 | $75K | 0.1% | -27.4% | 0.029% | |
| 5/5/2025 | Private Advisor Group LLC | 17,585 | $430K | 0.0% | -29.6% | 0.169% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 5,749 | $150K | 0.1% | -13.4% | 0.055% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 7,298 | $179K | 0.0% | +7.7% | 0.070% | |
| 5/1/2025 | CWM LLC | 3,424 | $84K | 0.0% | +95.0% | 0.033% | |
| 5/1/2025 | Ballentine Partners LLC | 46,347 | $1.14M | 0.0% | +34.3% | 0.446% | |
| 4/30/2025 | M&T Bank Corp | 135,100 | $3.31M | 0.0% | -3.1% | 1.300% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 17,251 | $422K | 0.0% | -53.2% | 0.166% | |
| 4/28/2025 | Money Design Co. Ltd. | 171,720 | $4.20M | 0.2% | +11.3% | 1.653% | |
| 4/23/2025 | Spire Wealth Management | 25,685 | $629K | 0.0% | -20.4% | 0.247% | |
| 4/23/2025 | Valmark Advisers Inc. | 31,574 | $773K | 0.0% | +5.9% | 0.304% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 1,319,809 | $32.31M | 1.9% | +7.2% | 12.703% | |
| 4/21/2025 | Aspiriant LLC | 11,657 | $285K | 0.0% | N/A | 0.112% | |
| 4/17/2025 | Mission Wealth Management LP | 20,108 | $492K | 0.0% | +9.7% | 0.194% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,184 | $519K | 0.0% | -9.5% | 0.204% | |
| 4/16/2025 | Schoolcraft Capital LLC | 115,982 | $2.84M | 0.6% | -4.0% | 1.116% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 29,169 | $714K | 0.5% | -39.4% | 0.283% | |
| 4/8/2025 | Aletheian Wealth Advisors LLC | 31,043 | $760K | 0.4% | +3.4% | 0.302% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,166 | $27K | 0.0% | N/A | 0.011% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,396 | $539K | 0.0% | +3.8% | 0.231% | |
| 2/17/2025 | Logan Stone Capital LLC | 25,124 | $579K | 0.2% | +198.3% | 0.217% | |
| 2/17/2025 | Focus Partners Wealth | 14,744 | $340K | 0.0% | +3.0% | 0.127% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 105,249 | $2.43M | 0.1% | +4.2% | 0.908% | |
| 2/17/2025 | Bank of America Corp DE | 101,798 | $2.35M | 0.0% | -28.5% | 0.878% | |
| 2/14/2025 | Jane Street Group LLC | 65,872 | $1.52M | 0.0% | +10.6% | 0.568% | |
| 2/14/2025 | Northern Trust Corp | 627,632 | $14.46M | 0.0% | -10.1% | 5.415% | |
| 2/13/2025 | Savvy Advisors Inc. | 14,870 | $343K | 0.0% | N/A | 0.128% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 35,612 | $821K | 0.0% | -15.4% | 0.307% | |
| 2/13/2025 | Bank of Montreal Can | 10,645 | $245K | 0.0% | +153.8% | 0.092% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 36,894 | $850K | 0.0% | +23.0% | 0.318% | |
| 2/13/2025 | Wells Fargo & Company MN | 375,639 | $8.66M | 0.0% | -14.1% | 3.241% | |
| 2/12/2025 | OLD Mission Capital LLC | 138,134 | $3.18M | 0.0% | +1,640.2% | 1.192% | |
| 2/12/2025 | National Bank of Canada FI | 1,121 | $26K | 0.0% | +84.1% | 0.010% | |
| 2/12/2025 | Blair William & Co. IL | 1,479 | $34K | 0.0% | -64.4% | 0.013% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,598 | $106K | 0.0% | +98.6% | 0.040% | |
| 2/11/2025 | Virtu Financial LLC | 32,890 | $758K | 0.0% | +260.9% | 0.284% | |
| 2/10/2025 | Corient Private Wealth LLC | 14,381 | $331K | 0.0% | -15.3% | 0.124% | |
| 2/10/2025 | RPg Family Wealth Advisory LLC | 84,939 | $1.96M | 0.7% | -3.1% | 0.733% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,140 | $26K | 0.0% | -93.2% | 0.010% | |
| 2/7/2025 | Idaho Trust Bank | 101,221 | $2.33M | 1.2% | +5.6% | 0.873% | |
| 2/6/2025 | M&T Bank Corp | 139,351 | $3.21M | 0.0% | -1.1% | 1.202% | |
| 2/6/2025 | Assetmark Inc. | 106,088 | $2.44M | 0.0% | +1.7% | 0.915% | |
| 2/6/2025 | Mission Wealth Management LP | 18,325 | $422K | 0.0% | -11.0% | 0.158% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 6,775 | $156K | 0.0% | N/A | 0.058% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 1,296 | $30K | 0.0% | N/A | 0.011% | |
| 2/5/2025 | US Bancorp DE | 6,972 | $161K | 0.0% | -29.1% | 0.060% | |
| 2/5/2025 | AWM Capital LLC | 236,373 | $5.45M | 0.7% | -21.2% | 2.039% | |
| 2/4/2025 | Schoolcraft Capital LLC | 120,870 | $2.79M | 0.6% | -1.2% | 1.043% | |
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| 2/3/2025 | Bear Mountain Capital Inc. | 6,637 | $154K | 0.1% | -18.4% | 0.057% | |
| 2/3/2025 | Private Advisor Group LLC | 24,967 | $575K | 0.0% | -28.3% | 0.215% | |
| 1/31/2025 | Truist Financial Corp | 10,538 | $243K | 0.0% | +8.3% | 0.091% | |
| 1/30/2025 | Valmark Advisers Inc. | 29,818 | $687K | 0.0% | +47.8% | 0.257% | |
| 1/29/2025 | Savant Capital LLC | 30,975 | $714K | 0.0% | -8.1% | 0.267% | |
| 1/24/2025 | Osborne Partners Capital Management LLC | 1,230,690 | $28.36M | 1.6% | +0.4% | 10.619% | |
| 1/23/2025 | Upper Left Wealth Management LLC | 48,110 | $1.11M | 0.9% | -1.4% | 0.415% | |
| 1/23/2025 | Money Design Co. Ltd. | 154,263 | $3.55M | 0.2% | +1.6% | 1.331% | |
| 1/21/2025 | Strategic Investment Management LLC | 48,350 | $1.11M | 0.4% | N/A | 0.417% | |
| 1/16/2025 | Ballentine Partners LLC | 34,508 | $795K | 0.0% | -22.6% | 0.298% | |
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