| 5/16/2025 | Goldman Sachs Group Inc. | 376,316 | $24.61M | 0.0% | +1.0% | 3.409% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 66,650 | $4.36M | 0.8% | +0.5% | 0.604% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 861,919 | $56.36M | 3.0% | +12.6% | 7.807% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,896 | $320K | 0.0% | +16.9% | 0.044% | |
| 5/15/2025 | Centric Wealth Management | 4,844 | $317K | 0.1% | N/A | 0.044% | |
| 5/14/2025 | Phoenix Wealth Advisors | 60,809 | $3.98M | 1.7% | -3.4% | 0.551% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 182,749 | $11.95M | 0.7% | -0.2% | 1.655% | |
| 5/13/2025 | Ethic Inc. | 196,977 | $12.94M | 0.3% | +295.5% | 1.784% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 16,528 | $1.08M | 0.0% | +3.5% | 0.150% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 843,901 | $55.18M | 0.0% | +3.8% | 7.686% | |
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| 5/7/2025 | Portland Global Advisors LLC | 4,675 | $306K | 0.0% | -35.7% | 0.043% | |
| 5/6/2025 | Cetera Investment Advisers | 3,277 | $214K | 0.0% | -26.2% | 0.030% | |
| 5/6/2025 | Advisor OS LLC | 7,508 | $491K | 0.1% | N/A | 0.068% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 197,062 | $12.89M | 1.1% | +1.1% | 1.795% | |
| 5/1/2025 | A&I Financial Services LLC | 41,298 | $2.70M | 1.8% | +6.4% | 0.376% | |
| 4/30/2025 | MJP Associates Inc. ADV | 7,508 | $491K | 0.1% | N/A | 0.068% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 9,756 | $638K | 0.0% | -4.9% | 0.089% | |
| 4/29/2025 | Bank of New York Mellon Corp | 42,183 | $2.76M | 0.0% | -8.2% | 0.384% | |
| 4/29/2025 | Values Added Financial LLC | 98,493 | $6.44M | 3.6% | +0.7% | 0.897% | |
| 4/28/2025 | Mutual Advisors LLC | 127,218 | $8.22M | 0.2% | +11.8% | 1.159% | |
| 4/28/2025 | Rossby Financial LCC | 497 | $32K | 0.0% | N/A | 0.005% | |
| 4/25/2025 | Financial Insights Inc. | 106,023 | $6.93M | 2.8% | -8.2% | 0.966% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 8,199 | $536K | 0.2% | +34.2% | 0.075% | |
| 4/22/2025 | Ridgecrest Wealth Partners LLC | 4,453 | $291K | 0.2% | +31.8% | 0.041% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 73,941 | $4.84M | 0.0% | -5.3% | 0.673% | |
| 4/21/2025 | Aspiriant LLC | 93,543 | $6.12M | 0.2% | +11.2% | 0.852% | |
| 4/17/2025 | Brighton Jones LLC | 21,613 | $1.41M | 0.0% | +3.4% | 0.197% | |
| 3/5/2025 | Financial Insights Inc. | 115,513 | $7.95M | 3.1% | +7.8% | 1.058% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 4,189 | $288K | 0.0% | -47.6% | 0.043% | |
| 2/17/2025 | Two Sigma Investments LP | 28,000 | $1.93M | 0.0% | N/A | 0.285% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 66,350 | $4.56M | 0.9% | +452.9% | 0.674% | |
| 2/17/2025 | Pathstone Holdings LLC | 113,452 | $7.80M | 0.0% | -1.0% | 1.153% | |
| 2/17/2025 | Ethic Inc. | 49,807 | $3.43M | 0.1% | N/A | 0.506% | |
| 2/17/2025 | Cetera Investment Advisers | 4,440 | $305K | 0.0% | -22.4% | 0.045% | |
| 2/14/2025 | Stifel Financial Corp | 8,876 | $611K | 0.0% | +4.9% | 0.090% | |
| 2/13/2025 | Seeds Investor LLC | 12,126 | $834K | 0.2% | +8.6% | 0.123% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,152 | $286K | 0.0% | -22.0% | 0.042% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 72,191 | $4.97M | 0.0% | +8.4% | 0.734% | |
| 2/12/2025 | JPMorgan Chase & Co. | 602,943 | $41.47M | 0.0% | -5.9% | 6.127% | |
| 2/11/2025 | Modern Wealth Management LLC | 17,584 | $1.25M | 0.0% | N/A | 0.179% | |
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| 2/11/2025 | Woodmont Investment Counsel LLC | 4,344 | $299K | 0.0% | +3.9% | 0.044% | |
| 2/11/2025 | Angeles Investment Advisors LLC | 765,439 | $52.65M | 2.5% | +49.9% | 7.779% | |
| 2/11/2025 | LPL Financial LLC | 8,563 | $589K | 0.0% | +121.0% | 0.087% | |
| 2/11/2025 | Millstone Evans Group LLC | 2,055 | $141K | 0.1% | N/A | 0.021% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 803,360 | $56.39M | 0.1% | +1.1% | 8.164% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,826 | $401K | 0.0% | +18.9% | 0.059% | |
| 2/7/2025 | Sage Mountain Advisors LLC | 3,691 | $254K | 0.0% | N/A | 0.038% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 183,121 | $12.60M | 0.7% | -1.3% | 1.861% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 813,269 | $55.94M | 0.0% | +9.4% | 8.265% | |
| 2/5/2025 | SVB Wealth LLC | 6,090 | $419K | 0.0% | N/A | 0.062% | |
| 2/5/2025 | Sage Advisory Services Ltd.Co. | 10,746 | $739K | 0.4% | +12.7% | 0.109% | |
| 2/5/2025 | A&I Financial Services LLC | 38,818 | $2.67M | 2.6% | N/A | 0.394% | |
| 2/4/2025 | Bank of New York Mellon Corp | 45,928 | $3.16M | 0.0% | -4.5% | 0.467% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,973 | $824K | 0.0% | -20.7% | 0.122% | |
| 1/30/2025 | Values Added Financial LLC | 97,825 | $6.73M | 3.9% | +2.4% | 0.994% | |
| 1/24/2025 | Litman Gregory Wealth Management LLC | 194,822 | $13.40M | 1.2% | +2.9% | 1.980% | |
| 1/23/2025 | Caprock Group LLC | 4,575 | $315K | 0.0% | -3.4% | 0.046% | |
| 1/21/2025 | Brighton Jones LLC | 20,904 | $1.44M | 0.0% | -1.1% | 0.191% | |
| 1/17/2025 | Mutual Advisors LLC | 113,823 | $7.91M | 0.2% | +8.7% | 1.157% | |
| 1/17/2025 | Phoenix Wealth Advisors | 62,959 | $4.33M | 1.9% | +24.2% | 0.640% | |
| 1/16/2025 | Aspiriant LLC | 84,135 | $5.79M | 0.2% | +39.1% | 0.855% | |
| 1/16/2025 | Breakwater Investment Management | 11,344 | $780K | 0.3% | +3.9% | 0.115% | |
| 1/7/2025 | Diversified Trust Co | 9,578 | $659K | 0.0% | +100.2% | 0.097% | |
| 12/26/2024 | JPMorgan Chase & Co. | 640,586 | $42.95M | 0.0% | -2.6% | 6.510% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 66,574 | $4.46M | 0.1% | +543.7% | 0.677% | |
| 11/15/2024 | Stifel Financial Corp | 8,462 | $567K | 0.0% | N/A | 0.086% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 743,107 | $49.82M | 0.0% | +7.6% | 7.552% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 794,765 | $53.28M | 0.1% | +9.3% | 8.077% | |
| 11/6/2024 | Angeles Investment Advisors LLC | 510,784 | $34.24M | 1.8% | -52.7% | 5.191% | |
| 10/28/2024 | Values Added Financial LLC | 95,570 | $6.41M | 4.0% | +1.4% | 0.971% | |
| 10/25/2024 | Mutual Advisors LLC | 104,670 | $7.09M | 0.2% | +0.3% | 1.064% | |
| 10/23/2024 | Ballentine Partners LLC | 29,623 | $1.99M | 0.0% | +8.5% | 0.301% | |
| 10/23/2024 | Fairman Group LLC | 1,035 | $69K | 0.1% | +43.4% | 0.011% | |
| 10/22/2024 | Litman Gregory Wealth Management LLC | 189,262 | $12.69M | 1.1% | +8.6% | 1.923% | |
| 10/22/2024 | Financial Insights Inc. | 107,173 | $7.19M | 2.3% | +7.0% | 1.089% | |
| 10/19/2024 | Stephens Consulting LLC | 5,844 | $392K | 0.1% | -6.5% | 0.059% | |
| 10/18/2024 | Etesian Wealth Advisors Inc. | 6,110 | $410K | 0.2% | N/A | 0.062% | |
| 10/17/2024 | Aspiriant LLC | 60,493 | $4.06M | 0.2% | +213.2% | 0.615% | |
| 10/7/2024 | Diversified Trust Co | 4,784 | $321K | 0.0% | N/A | 0.049% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 727,023 | $46.22M | 0.1% | +6.6% | 7.388% | |
| 8/9/2024 | Angeles Investment Advisors LLC | 1,080,609 | $68.71M | 3.5% | +2.9% | 10.982% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 186,849 | $11.88M | 0.8% | -0.5% | 1.899% | |
| 8/6/2024 | Sage Advisory Services Ltd.Co. | 9,535 | $606K | 0.2% | -16.9% | 0.097% | |
| 8/6/2024 | Ballentine Partners LLC | 27,308 | $1.74M | 0.0% | N/A | 0.278% | |
| 7/30/2024 | Values Added Financial LLC | 94,239 | $5.99M | 4.3% | -1.5% | 0.958% | |
| 7/30/2024 | Litman Gregory Wealth Management LLC | 174,350 | $11.09M | 1.0% | -0.4% | 1.772% | |
| 7/30/2024 | Stephens Consulting LLC | 6,248 | $397K | 0.1% | -3.9% | 0.063% | |
| 7/29/2024 | Fairman Group LLC | 722 | $46K | 0.0% | +117.5% | 0.007% | |
| 7/26/2024 | Bank of New York Mellon Corp | 49,756 | $3.16M | 0.0% | -6.8% | 0.506% | |
| 7/17/2024 | Phoenix Wealth Advisors | 52,583 | $3.34M | 1.7% | -2.1% | 0.534% | |
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| 7/16/2024 | Financial Insights Inc. | 100,180 | $6.37M | 1.8% | +15.4% | 1.018% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 187,719 | $11.50M | 0.8% | +23.2% | 1.908% | |
| 5/9/2024 | Portland Global Advisors LLC | 8,875 | $544K | 0.1% | +5.9% | 0.090% | |
| 5/2/2024 | Mutual Advisors LLC | 105,562 | $6.47M | 0.2% | +26.4% | 1.073% | |
| 4/27/2024 | Phoenix Wealth Advisors | 53,716 | $3.29M | 2.0% | -1.2% | 0.543% | |
| 4/26/2024 | Sage Advisory Services Ltd.Co. | 11,476 | $703K | 0.2% | +21.7% | 0.116% | |
| 4/26/2024 | Financial Insights Inc. | 86,827 | $5.32M | 1.5% | +17.6% | 0.877% | |
| 4/25/2024 | Values Added Financial LLC | 95,701 | $5.86M | 4.6% | +2.4% | 0.967% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 10,348 | $612K | 0.0% | +14.0% | 0.105% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 88,286 | $5.41M | 0.0% | +11.5% | 0.892% | |
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