| 5/5/2026 | Bank of New York Mellon Corp | 6,808 | $501K | 0.0% | N/A | 0.122% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 518 | $38K | 0.0% | N/A | 0.009% | |
| 5/2/2026 | Vestment Financial LLC | 16,111 | $1.29M | 0.7% | +4.6% | 0.288% | |
| 4/30/2026 | Torren Management LLC | 4,973 | $366K | 0.2% | -4.2% | 0.089% | |
| 4/30/2026 | Mason & Associates Inc | 28,734 | $2.05M | 0.4% | +10.6% | 0.513% | |
| 4/30/2026 | Team Hewins LLC | 12,269 | $904K | 0.3% | -1.8% | 0.219% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,456 | $328K | 0.0% | +346.0% | 0.080% | |
| 4/30/2026 | Austin Asset Management Co Inc | 2,880 | $212K | 0.0% | -17.2% | 0.051% | |
| 4/27/2026 | HB Wealth Management LLC | 7,395 | $545K | 0.0% | -23.3% | 0.132% | |
| 4/27/2026 | Kelman Lazarov Inc. | 5,687 | $419K | 0.1% | +31.2% | 0.102% | |
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| 4/27/2026 | Financial Plan Inc. | 8,952 | $659K | 0.1% | +24.2% | 0.160% | |
| 4/27/2026 | Trademark Financial Management LLC | 10,321 | $760K | 0.4% | -52.7% | 0.184% | |
| 4/21/2026 | Maseco LLP | 701,841 | $51.69M | 1.6% | N/A | 12.533% | |
| 4/16/2026 | Henrickson Nauta Wealth Advisors Inc. | 17,010 | $1.25M | 0.4% | -50.0% | 0.304% | |
| 3/9/2026 | Corient Private Wealth LLC | 137,119 | $10.18M | 0.0% | +0.8% | 2.449% | |
| 2/19/2026 | Professional Financial Solutions LLC ADV | 3,309 | $246K | 0.2% | N/A | 0.059% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 3,229 | $240K | 0.0% | +5.9% | 0.058% | |
| 2/19/2026 | Corient Private Wealth LLC | 137,119 | $10.18M | 0.0% | +0.8% | 2.449% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 65,308 | $4.85M | 0.0% | +39.3% | 1.166% | |
| 2/17/2026 | Royal Bank of Canada | 438 | $33K | 0.0% | N/A | 0.008% | |
| 2/16/2026 | Mariner LLC | 9,755 | $724K | 0.0% | -6.2% | 0.174% | |
| 2/16/2026 | Focus Partners Wealth | 40,070 | $2.98M | 0.0% | -37.8% | 0.716% | |
| 2/16/2026 | Clarity Asset Management Inc. | 208,931 | $15.52M | 8.5% | +0.8% | 3.731% | |
| 2/13/2026 | Kestra Advisory Services LLC | 999 | $74K | 0.0% | N/A | 0.018% | |
| 2/13/2026 | Burton Enright Welch | 6,247 | $464K | 0.1% | N/A | 0.112% | |
| 2/12/2026 | Northwest & Ethical Investments L.P. | 1,981,400 | $147.14M | 3.3% | N/A | 35.382% | |
| 2/12/2026 | Jane Street Group LLC | 18,585 | $1.38M | 0.0% | -13.8% | 0.332% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 57,578 | $4.28M | 0.0% | -1.0% | 1.028% | |
| 2/12/2026 | Riverwater Partners LLC | 69,811 | $5.18M | 2.0% | +25.4% | 1.247% | |
| 2/12/2026 | Trailhead Planners LLC | 80,418 | $5.97M | 5.9% | N/A | 1.436% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 13,544 | $1.01M | 0.0% | -38.2% | 0.242% | |
| 2/11/2026 | Oak Wealth Advisors LLC | 4,423 | $328K | 0.2% | -9.6% | 0.079% | |
| 2/11/2026 | LPL Financial LLC | 59,135 | $4.39M | 0.0% | +73.1% | 1.056% | |
| 2/11/2026 | Curio Wealth LLC | 746 | $56K | 0.0% | +172.3% | 0.013% | |
| 2/10/2026 | Greenspring Advisors LLC | 31,878 | $2.37M | 0.1% | N/A | 0.569% | |
| 2/10/2026 | Calton & Associates Inc. | 10,496 | $779K | 0.1% | +2.6% | 0.187% | |
| 2/10/2026 | Savant Capital LLC | 12,411 | $922K | 0.0% | -11.5% | 0.222% | |
| 2/9/2026 | Goepper Burkhardt LLC | 2,800 | $208K | 0.1% | N/A | 0.050% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 3,229 | $240K | 0.0% | +5.9% | 0.058% | |
| 2/6/2026 | HighTower Advisors LLC | 55,343 | $4.11M | 0.0% | -4.3% | 0.988% | |
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| 1/30/2026 | Torren Management LLC | 5,192 | $386K | 0.2% | N/A | 0.094% | |
| 1/28/2026 | Trademark Financial Management LLC | 21,832 | $1.62M | 0.9% | -18.4% | 0.397% | |
| 1/28/2026 | Financial Plan Inc. | 7,206 | $535K | 0.1% | N/A | 0.131% | |
| 1/23/2026 | Bridgewater Advisors Inc. | 11,201 | $856K | 0.1% | +20.5% | 0.204% | |
| 1/23/2026 | Highland Financial Advisors LLC | 25,739 | $1.91M | 0.5% | -2.9% | 0.468% | |
| 1/23/2026 | Vestment Financial LLC | 15,409 | $1.17M | 0.6% | +12.1% | 0.280% | |
| 1/21/2026 | Signature Resources Capital Management LLC | 6,480 | $481K | 0.2% | +35.8% | 0.118% | |
| 1/20/2026 | Revolve Wealth Partners LLC | 21,586 | $1.60M | 0.2% | +2.4% | 0.392% | |
| 1/20/2026 | Northland Capital Management LLC | 28,670 | $2.13M | 1.2% | +15.0% | 0.521% | |
| 1/16/2026 | Red Lighthouse Investment Management LLC | 4,409 | $327K | 0.1% | +74.1% | 0.080% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 9,416 | $699K | 0.0% | N/A | 0.171% | |
| 1/7/2026 | Henrickson Nauta Wealth Advisors Inc. | 34,020 | $2.58M | 0.4% | +100.0% | 0.619% | |
| 11/24/2025 | Opes Wealth Management LLC | 12,239 | $876K | 0.2% | -10.4% | 0.231% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,390 | $386K | 0.0% | N/A | 0.102% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 46,897 | $3.36M | 0.0% | +1,023.0% | 0.885% | |
| 11/17/2025 | Focus Partners Wealth | 64,434 | $4.61M | 0.0% | -3.4% | 1.216% | |
| 11/17/2025 | Citadel Advisors LLC | 22,372 | $1.60M | 0.0% | +65.6% | 0.422% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 21,904 | $1.59M | 0.0% | +297.2% | 0.413% | |
| 11/12/2025 | Journey Strategic Wealth LLC | 10,965 | $785K | 0.0% | +5.8% | 0.207% | |
| 11/12/2025 | Willow Creek Wealth Management Inc. | 217,469 | $15.56M | 1.3% | +0.5% | 4.103% | |
| 11/10/2025 | Bridgewater Advisors Inc. | 9,295 | $663K | 0.0% | +3.0% | 0.175% | |
| 11/7/2025 | Calton & Associates Inc. | 10,226 | $732K | 0.1% | N/A | 0.193% | |
| 11/7/2025 | HighTower Advisors LLC | 57,835 | $4.14M | 0.0% | +22.7% | 1.091% | |
| 11/6/2025 | EnRich Financial Partners LLC | 2,830 | $202K | 0.1% | N/A | 0.053% | |
| 11/6/2025 | MB Generational Wealth LLC | 19,791 | $1.42M | 0.9% | N/A | 0.373% | |
| 11/5/2025 | Savant Capital LLC | 14,027 | $1.00M | 0.0% | N/A | 0.265% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 11,735 | $840K | 0.0% | -17.9% | 0.221% | |
| 11/3/2025 | Truist Financial Corp | 11,015 | $788K | 0.0% | +9.9% | 0.208% | |
| 10/31/2025 | Riverwater Partners LLC | 55,675 | $3.98M | 1.7% | +6.5% | 1.050% | |
| 10/30/2025 | Trellis Wealth Advisors LLC | 26,046 | $1.86M | 0.8% | -0.7% | 0.521% | |
| 10/22/2025 | Highland Financial Advisors LLC | 26,509 | $1.90M | 0.5% | +13.2% | 0.698% | |
| 10/22/2025 | Verus Wealth Management LLC | 5,300 | $379K | 0.4% | N/A | 0.139% | |
| 10/17/2025 | Trademark Financial Management LLC | 26,770 | $1.92M | 1.1% | +1.0% | 0.704% | |
| 10/16/2025 | Vestment Financial LLC | 13,751 | $990K | 0.6% | +5.2% | 0.362% | |
| 10/16/2025 | Signature Resources Capital Management LLC | 4,773 | $342K | 0.2% | +724.4% | 0.126% | |
| 10/14/2025 | Revolve Wealth Partners LLC | 21,076 | $1.51M | 0.2% | -1.8% | 0.602% | |
| 9/26/2025 | Corient Private Wealth LLC | 141,570 | $9.56M | 0.0% | -16.0% | 5.056% | |
| 8/19/2025 | Asset Dedication LLC | 661 | $45K | 0.0% | +33.3% | 0.024% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 4,947 | $334K | 0.2% | +102.7% | 0.177% | |
| 8/15/2025 | Corient Private Wealth LLC | 141,569 | $9.56M | 0.0% | -16.0% | 5.056% | |
| 8/14/2025 | HUB Investment Partners LLC | 30,234 | $2.04M | 0.1% | N/A | 1.080% | |
| 8/14/2025 | Clarity Asset Management Inc. | 207,501 | $14.02M | 8.4% | +9.8% | 7.411% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 6,656 | $450K | 0.0% | N/A | 0.238% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 10,367 | $700K | 0.0% | -7.7% | 0.370% | |
| 8/6/2025 | True Wealth Design LLC | 1,373 | $93K | 0.0% | -10.5% | 0.049% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 9,021 | $610K | 0.0% | +29.3% | 0.322% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 2,494 | $168K | 0.1% | +64.9% | 0.089% | |
| 8/1/2025 | Riverwater Partners LLC | 52,288 | $3.53M | 1.7% | +38.9% | 1.867% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,293 | $966K | 0.0% | +108.2% | 0.510% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,514 | $372K | 0.0% | +17.5% | 0.197% | |
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| 7/31/2025 | Trademark Financial Management LLC | 26,496 | $1.79M | 1.1% | +10.1% | 0.946% | |
| 7/31/2025 | AlTi Global Inc. | 15,998 | $1.08M | 0.0% | N/A | 0.571% | |
| 7/31/2025 | Opes Wealth Management LLC | 13,654 | $922K | 0.2% | +14.8% | 0.488% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 3,390 | $229K | 0.0% | N/A | 0.121% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 31,325 | $2.12M | 0.4% | -2.2% | 1.119% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 3,049 | $206K | 0.0% | N/A | 0.109% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 21,461 | $1.45M | 0.2% | -1.9% | 0.766% | |
| 7/25/2025 | PrairieView Partners LLC | 12,160 | $821K | 0.1% | -4.8% | 0.434% | |
| 7/18/2025 | Truist Financial Corp | 10,026 | $677K | 0.0% | +54.7% | 0.358% | |
| 7/18/2025 | FMB Wealth Management | 5,529 | $374K | 0.2% | N/A | 0.197% | |