| 2/18/2025 | Glen Eagle Advisors LLC | 900 | $43K | 0.0% | -40.0% | 0.002% | |
| 2/17/2025 | Two Sigma Investments LP | 88,900 | $4.28M | 0.0% | N/A | 0.219% | |
| 2/17/2025 | NorthRock Partners LLC | 7,141 | $344K | 0.0% | N/A | 0.018% | |
| 2/17/2025 | Forefront Analytics LLC | 124,227 | $5.98M | 2.8% | N/A | 0.306% | |
| 2/17/2025 | EP Wealth Advisors LLC | 16,723 | $805K | 0.0% | -8.3% | 0.041% | |
| 2/17/2025 | Cetera Investment Advisers | 16,440 | $792K | 0.0% | +3.2% | 0.040% | |
| 2/17/2025 | Bank of America Corp DE | 670,207 | $32.27M | 0.0% | +16.9% | 1.650% | |
| 2/17/2025 | Ameriprise Financial Inc. | 176,844 | $8.52M | 0.0% | -6.6% | 0.435% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 7,763 | $374K | 0.0% | +8.8% | 0.019% | |
| 2/14/2025 | Jane Street Group LLC | 35,390 | $1.70M | 0.0% | N/A | 0.087% | |
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| 2/14/2025 | Comerica Bank | 7,125 | $343K | 0.0% | -8.6% | 0.018% | |
| 2/14/2025 | Betterment LLC | 1,933,185 | $93.08M | 0.2% | -1.7% | 4.759% | |
| 2/14/2025 | Johnson Financial Group Inc. | 3,615 | $179K | 0.0% | +60.2% | 0.009% | |
| 2/14/2025 | Stifel Financial Corp | 56,314 | $2.71M | 0.0% | +2.9% | 0.139% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 34,230 | $1.65M | 0.0% | -6.1% | 0.084% | |
| 2/14/2025 | MML Investors Services LLC | 27,379 | $1.32M | 0.0% | -24.3% | 0.067% | |
| 2/14/2025 | Commerce Bank | 14,945 | $720K | 0.0% | +44.0% | 0.037% | |
| 2/13/2025 | Operose Advisors LLC | 18,560 | $894K | 0.3% | -6.9% | 0.046% | |
| 2/13/2025 | Mariner LLC | 94,098 | $4.53M | 0.0% | +18.4% | 0.232% | |
| 2/13/2025 | Keystone Financial Group | 1,950 | $94K | 0.0% | N/A | 0.005% | |
| 2/13/2025 | Bragg Financial Advisors Inc | 19,603 | $944K | 0.0% | +1.4% | 0.048% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 254,835 | $12.27M | 0.0% | +0.2% | 0.627% | |
| 2/13/2025 | Scotia Capital Inc. | 5,127 | $247K | 0.0% | N/A | 0.013% | |
| 2/13/2025 | Raymond James Financial Inc. | 29,246 | $1.41M | 0.0% | N/A | 0.072% | |
| 2/13/2025 | Cerity Partners LLC | 114,832 | $5.53M | 0.0% | -2.3% | 0.283% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 57,921 | $2.79M | 0.0% | +5.1% | 0.143% | |
| 2/13/2025 | Wells Fargo & Company MN | 67,601 | $3.26M | 0.0% | +4.6% | 0.166% | |
| 2/12/2025 | Milestone Investment Advisors LLC | 70,043 | $3.37M | 0.9% | -0.6% | 0.172% | |
| 2/12/2025 | Allianz SE | 273,508 | $13.23M | 0.3% | N/A | 0.673% | |
| 2/12/2025 | JPMorgan Chase & Co. | 34,601 | $1.67M | 0.0% | -0.7% | 0.085% | |
| 2/11/2025 | TIAA Trust National Association | 6,623 | $319K | 0.0% | -3.0% | 0.016% | |
| 2/11/2025 | LPL Financial LLC | 484,741 | $23.34M | 0.0% | +0.3% | 1.193% | |
| 2/11/2025 | Fortis Capital Management LLC | 72,027 | $3.47M | 0.6% | -0.5% | 0.177% | |
| 2/11/2025 | Sei Investments Co. | 136,632 | $6.58M | 0.0% | -4.2% | 0.336% | |
| 2/11/2025 | Douglass Winthrop Advisors LLC | 8,293 | $399K | 0.0% | N/A | 0.020% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 8,548 | $412K | 0.0% | -5.7% | 0.021% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 11,500 | $554K | 0.0% | -3.7% | 0.028% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 2,086 | $100K | 0.1% | N/A | 0.005% | |
| 2/10/2025 | Harbour Investments Inc. | 84,861 | $4.09M | 0.1% | -3.1% | 0.209% | |
| 2/10/2025 | Choate Investment Advisors | 2,604,298 | $125.40M | 3.0% | -2.4% | 6.411% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 137,418 | $6.62M | 0.0% | +8.7% | 0.338% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 11,980 | $577K | 0.0% | +109.8% | 0.029% | |
| 2/7/2025 | PFG Advisors | 52,534 | $2.53M | 0.2% | +7.2% | 0.129% | |
| 2/7/2025 | HighTower Advisors LLC | 41,074 | $1.98M | 0.0% | +3.5% | 0.101% | |
| 2/7/2025 | AGF Management Ltd. | 46,825 | $2.26M | 0.0% | +1.1% | 0.115% | |
| 2/7/2025 | Tortoise Investment Management LLC | 4,795 | $231K | 0.0% | -14.3% | 0.012% | |
| 2/7/2025 | Independent Advisor Alliance | 4,551 | $219K | 0.0% | N/A | 0.011% | |
| 2/7/2025 | Bell Investment Advisors Inc | 19,904 | $958K | 0.2% | -2.2% | 0.049% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 481,273 | $23.17M | 0.0% | +1.7% | 1.185% | |
| 2/6/2025 | Raymond James Financial Inc. | 29,246 | $1.41M | 0.0% | N/A | 0.072% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,755 | $85K | 0.0% | N/A | 0.004% | |
| 2/6/2025 | Alesco Advisors LLC | 23,600 | $1.14M | 0.0% | -3.9% | 0.058% | |
| 2/6/2025 | Jones Financial Companies Lllp | 12,446 | $599K | 0.0% | +76.1% | 0.031% | |
| 2/6/2025 | Modera Wealth Management LLC | 48,356 | $2.33M | 0.0% | -1.7% | 0.119% | |
| 2/5/2025 | Bailard Inc. | 29,416 | $1.42M | 0.0% | +13.6% | 0.072% | |
| 2/5/2025 | US Bancorp DE | 5,459 | $263K | 0.0% | +12.3% | 0.013% | |
| 2/5/2025 | Flputnam Investment Management Co. | 77,329 | $3.72M | 0.1% | +6.1% | 0.190% | |
| 2/5/2025 | Sentinel Trust Co. LBA | 22,779 | $1.10M | 0.1% | -9.5% | 0.056% | |
| 2/5/2025 | Red Crane Wealth Management LLC | 8,782 | $423K | 0.4% | N/A | 0.022% | |
| 2/4/2025 | Lake Street Advisors Group LLC | 874,136 | $42.09M | 1.9% | +0.1% | 2.152% | |
| 2/4/2025 | JFG Wealth Management LLC | 58,916 | $2.84M | 0.7% | -1.6% | 0.145% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,443,142 | $69.49M | 0.0% | -7.3% | 3.553% | |
| 2/4/2025 | Addison Advisors LLC | 8,245 | $397K | 0.1% | -20.0% | 0.020% | |
| 2/3/2025 | Bradley Foster & Sargent Inc. CT | 26,699 | $1.29M | 0.0% | -14.9% | 0.066% | |
| 1/31/2025 | Truist Financial Corp | 42,942 | $2.07M | 0.0% | -3.5% | 0.106% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 600,051 | $28.89M | 0.8% | -33.8% | 1.477% | |
| 1/31/2025 | Retirement Income Solutions Inc | 197,562 | $9.51M | 1.9% | -0.8% | 0.486% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 5,268 | $254K | 0.2% | -6.6% | 0.013% | |
| 1/30/2025 | Spinnaker Trust | 297,636 | $14.33M | 0.9% | -1.6% | 0.733% | |
| 1/30/2025 | Trademark Financial Management LLC | 7,677 | $370K | 0.3% | +5.5% | 0.019% | |
| 1/29/2025 | Sovran Advisors LLC | 7,690 | $368K | 0.1% | N/A | 0.019% | |
| 1/29/2025 | Focus Financial Network Inc. | 16,885 | $813K | 0.0% | +2.3% | 0.042% | |
| 1/29/2025 | First National Corp MA ADV | 21,826 | $1.05M | 0.2% | -1.5% | 0.054% | |
| 1/28/2025 | Apollon Wealth Management LLC | 5,080 | $245K | 0.0% | +12.5% | 0.013% | |
| 1/28/2025 | Golden State Wealth Management LLC | 8,836 | $425K | 0.1% | N/A | 0.022% | |
| 1/28/2025 | Windmill Hill Asset Management Ltd | 1,282,000 | $61.73M | 61.8% | -54.1% | 3.156% | |
| 1/27/2025 | Bleakley Financial Group LLC | 8,580 | $413K | 0.0% | +42.7% | 0.021% | |
| 1/27/2025 | Hager Investment Management Services LLC | 744 | $36K | 0.0% | N/A | 0.002% | |
| 1/24/2025 | Alpha Omega Wealth Management LLC | 4,550 | $219K | 0.0% | -4.2% | 0.011% | |
| 1/24/2025 | N.E.W. Advisory Services LLC | 5,878 | $283K | 0.0% | -25.1% | 0.014% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 138,175 | $6.65M | 0.8% | +5.8% | 0.340% | |
| 1/23/2025 | Boyd Wealth Management LLC | 38,304 | $1.84M | 0.9% | -9.6% | 0.094% | |
| 1/23/2025 | Hanson & Doremus Investment Management | 27,544 | $1.33M | 0.2% | -7.2% | 0.068% | |
| 1/22/2025 | Matrix Asset Advisors Inc. NY | 14,054 | $677K | 0.1% | +19.3% | 0.035% | |
| 1/22/2025 | PFG Investments LLC | 26,021 | $1.25M | 0.1% | -5.6% | 0.064% | |
| 1/17/2025 | Avior Wealth Management LLC | 2,296 | $111K | 0.0% | -69.0% | 0.006% | |
| 1/17/2025 | Enclave Advisors LLC | 14,723 | $709K | 0.1% | -17.6% | 0.036% | |
| 1/17/2025 | Clear Harbor Asset Management LLC | 27,645 | $1.33M | 0.1% | +1.6% | 0.068% | |
| 1/16/2025 | Gemmer Asset Management LLC | 388,075 | $18.69M | 1.8% | +5.6% | 0.955% | |
| 1/16/2025 | Ironwood Wealth Management LLC. | 6,225 | $300K | 0.1% | -33.4% | 0.015% | |
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| 1/15/2025 | Wealthcare Advisory Partners LLC | 5,925 | $285K | 0.0% | -6.6% | 0.015% | |
| 1/15/2025 | First Pacific Financial | 8,068 | $388K | 0.1% | -2.7% | 0.020% | |
| 1/15/2025 | West Coast Financial LLC | 16,151 | $778K | 0.1% | +116.9% | 0.040% | |
| 1/14/2025 | Accurate Wealth Management LLC | 10,680 | $509K | 0.1% | N/A | 0.026% | |
| 1/13/2025 | Burns J W & Co. Inc. NY | 9,925 | $478K | 0.1% | +6.4% | 0.024% | |
| 1/7/2025 | Stonehearth Capital Management LLC | 74,621 | $3.59M | 1.4% | -6.2% | 0.184% | |
| 12/26/2024 | JPMorgan Chase & Co. | 34,853 | $1.65M | 0.0% | -8.6% | 0.086% | |
| 11/15/2024 | MML Investors Services LLC | 36,155 | $1.71M | 0.0% | -1.9% | 0.089% | |
| 11/15/2024 | Urban Financial Advisory Corp | 3,461 | $164K | 0.1% | N/A | 0.009% | |
| 11/15/2024 | EP Wealth Advisors LLC | 18,234 | $862K | 0.0% | +12.9% | 0.045% | |
