| 8/14/2025 | Jane Street Group LLC | 31,427 | $1.84M | 0.0% | -37.7% | 1.283% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 14,560 | $854K | 0.0% | -5.7% | 0.594% | |
| 8/7/2025 | Addison Advisors LLC | 3,680 | $216K | 0.1% | +15.7% | 0.150% | |
| 8/6/2025 | True Wealth Design LLC | 2,697 | $158K | 0.1% | -8.2% | 0.110% | |
| 8/6/2025 | Savant Capital LLC | 10,377 | $608K | 0.0% | +127.6% | 0.424% | |
| 8/1/2025 | Riverwater Partners LLC | 82,508 | $4.84M | 2.3% | +16.8% | 3.368% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,358 | $256K | 0.0% | N/A | 0.178% | |
| 7/31/2025 | Curio Wealth LLC | 4,204 | $246K | 0.1% | +46,611.1% | 0.172% | |
| 7/31/2025 | Trademark Financial Management LLC | 7,547 | $442K | 0.3% | +3.5% | 0.308% | |
| 7/31/2025 | AlTi Global Inc. | 8,432 | $494K | 0.0% | N/A | 0.344% | |
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| 7/31/2025 | Opes Wealth Management LLC | 22,679 | $1.33M | 0.2% | +0.8% | 0.926% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 9,661 | $566K | 0.1% | -13.8% | 0.394% | |
| 7/25/2025 | Apollon Wealth Management LLC | 6,672 | $391K | 0.0% | +39.8% | 0.272% | |
| 7/25/2025 | PrairieView Partners LLC | 3,783 | $221K | 0.0% | -5.5% | 0.154% | |
| 7/18/2025 | Truist Financial Corp | 3,454 | $203K | 0.0% | N/A | 0.141% | |
| 7/17/2025 | LexAurum Advisors LLC | 8,613 | $505K | 0.1% | -9.5% | 0.352% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 136,736 | $8.02M | 0.7% | +17.4% | 5.581% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 3,981 | $233K | 0.0% | -11.8% | 0.162% | |
| 7/15/2025 | Vestment Financial LLC | 7,409 | $436K | 0.3% | +23.7% | 0.302% | |
| 7/15/2025 | Maseco LLP | 411,718 | $24.13M | 0.9% | N/A | 16.805% | |
| 7/14/2025 | Northland Capital Management LLC | 14,027 | $822K | 0.5% | -1.3% | 0.573% | |
| 7/14/2025 | ABLE Financial Group LLC | 3,581 | $210K | 0.1% | N/A | 0.146% | |
| 5/20/2025 | Focus Partners Wealth | 13,127 | $674K | 0.0% | N/A | 0.625% | |
| 5/19/2025 | Jane Street Group LLC | 50,431 | $2.59M | 0.0% | -40.1% | 2.401% | |
| 5/14/2025 | Orion Capital Management LLC | 654 | $34K | 0.0% | -43.4% | 0.033% | |
| 5/13/2025 | Northwest & Ethical Investments L.P. | 223,750 | $11.50M | 0.3% | N/A | 11.188% | |
| 5/13/2025 | Raymond James Financial Inc. | 67,153 | $3.45M | 0.0% | N/A | 3.358% | |
| 5/13/2025 | HighTower Advisors LLC | 56,768 | $2.92M | 0.0% | -24.6% | 2.838% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 11,214 | $576K | 0.1% | -7.2% | 0.561% | |
| 5/7/2025 | HB Wealth Management LLC | 6,724 | $346K | 0.0% | N/A | 0.336% | |
| 5/6/2025 | Kelman Lazarov Inc. | 4,727 | $243K | 0.0% | N/A | 0.236% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 15,448 | $794K | 0.0% | +6.3% | 0.772% | |
| 5/6/2025 | Opes Wealth Management LLC | 22,504 | $1.16M | 0.2% | +2.0% | 1.125% | |
| 5/2/2025 | Apollon Wealth Management LLC | 4,773 | $245K | 0.0% | +16.5% | 0.239% | |
| 5/1/2025 | Asset Dedication LLC | 9,649 | $496K | 0.0% | -33.7% | 0.482% | |
| 4/23/2025 | Northland Capital Management LLC | 14,205 | $730K | 0.5% | -7.3% | 0.710% | |
| 4/21/2025 | Riverwater Partners LLC | 70,612 | $3.63M | 1.9% | +173.3% | 3.531% | |
| 4/15/2025 | Vestment Financial LLC | 5,988 | $309K | 0.2% | +15.8% | 0.299% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 494 | $25K | 0.0% | N/A | 0.025% | |
| 2/18/2025 | Orion Capital Management LLC | 1,156 | $58K | 0.0% | N/A | 0.080% | |
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| 2/17/2025 | Vestment Financial LLC | 5,173 | $262K | 0.2% | N/A | 0.357% | |
| 2/17/2025 | EP Wealth Advisors LLC | 6,221 | $314K | 0.0% | N/A | 0.429% | |
| 2/14/2025 | Jane Street Group LLC | 84,124 | $4.24M | 0.0% | +87.4% | 5.802% | |
| 2/14/2025 | WealthCollab LLC | 2,493 | $126K | 0.1% | -28.2% | 0.172% | |
| 2/13/2025 | Mariner LLC | 9,242 | $466K | 0.0% | -70.5% | 0.637% | |
| 2/13/2025 | Riverwater Partners LLC | 25,836 | $1.30M | 0.6% | N/A | 1.782% | |
| 2/12/2025 | OLD Mission Capital LLC | 14,932 | $753K | 0.0% | N/A | 1.030% | |
| 2/10/2025 | Curio Wealth LLC | 4,176 | $211K | 0.1% | N/A | 0.288% | |
| 2/10/2025 | Corient Private Wealth LLC | 150,314 | $7.58M | 0.0% | +0.9% | 10.366% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 43,868 | $2.21M | 0.0% | +7.5% | 3.025% | |
| 2/7/2025 | HighTower Advisors LLC | 75,301 | $3.80M | 0.0% | +4.8% | 5.193% | |
| 2/4/2025 | Addison Advisors LLC | 2,495 | $126K | 0.0% | +15.5% | 0.172% | |
| 2/4/2025 | Wealthstream Advisors Inc. | 12,078 | $609K | 0.1% | +2.1% | 0.833% | |
| 1/30/2025 | Opes Wealth Management LLC | 22,054 | $1.11M | 0.2% | +1.6% | 1.521% | |
| 1/30/2025 | Highland Financial Advisors LLC | 18,340 | $925K | 0.3% | +1.4% | 1.265% | |
| 1/30/2025 | Trademark Financial Management LLC | 7,164 | $361K | 0.3% | -71.4% | 0.494% | |
| 1/29/2025 | PrairieView Partners LLC | 4,041 | $203K | 0.0% | +44.3% | 0.279% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 14,534 | $733K | 0.0% | +36.4% | 1.002% | |
| 1/23/2025 | Asset Dedication LLC | 14,551 | $734K | 0.1% | -12.5% | 1.004% | |
| 1/22/2025 | Northland Capital Management LLC | 15,318 | $772K | 0.6% | -14.6% | 1.056% | |
| 1/21/2025 | Team Hewins LLC | 5,127 | $246K | 0.1% | N/A | 0.354% | |
| 1/21/2025 | LexAurum Advisors LLC | 9,466 | $477K | 0.1% | +11.9% | 0.653% | |
| 11/15/2024 | Jane Street Group LLC | 44,899 | $2.48M | 0.0% | +84.7% | 3.096% | |
| 11/15/2024 | HighTower Advisors LLC | 71,873 | $3.98M | 0.0% | -1.4% | 4.957% | |
| 11/6/2024 | Wealthstream Advisors Inc. | 11,826 | $654K | 0.1% | -2.7% | 0.816% | |
| 11/4/2024 | Addison Advisors LLC | 2,160 | $119K | 0.0% | +9.6% | 0.149% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 4,425 | $245K | 0.0% | N/A | 0.305% | |
| 10/30/2024 | Highland Financial Advisors LLC | 18,086 | $1.00M | 0.4% | +3.2% | 1.247% | |
| 10/29/2024 | Opes Wealth Management LLC | 21,699 | $1.20M | 0.2% | +3.6% | 1.496% | |
| 10/23/2024 | Tarbox Family Office Inc. | 6,078 | $336K | 0.1% | +10.4% | 0.419% | |
| 10/23/2024 | Northland Capital Management LLC | 17,928 | $992K | 0.6% | -1.3% | 1.236% | |
| 10/17/2024 | LexAurum Advisors LLC | 8,457 | $468K | 0.1% | N/A | 0.583% | |
| 10/16/2024 | Asset Dedication LLC | 16,622 | $920K | 0.1% | +22.1% | 1.146% | |
| 8/13/2024 | Merriman Wealth Management LLC | 13,320 | $689K | 0.0% | -7.5% | 0.919% | |
| 8/6/2024 | Opes Wealth Management LLC | 20,944 | $1.08M | 0.2% | +2.2% | 1.444% | |
| 8/5/2024 | Addison Advisors LLC | 1,970 | $102K | 0.0% | N/A | 0.136% | |
| 8/1/2024 | PrairieView Partners LLC | 2,253 | $116K | 0.0% | +13.5% | 0.155% | |
| 7/31/2024 | Trademark Financial Management LLC | 24,978 | $1.29M | 1.1% | -1.8% | 1.723% | |
| 7/23/2024 | Level Financial Advisors | 5,598 | $290K | 0.1% | +7.0% | 0.386% | |
| 7/17/2024 | Highland Financial Advisors LLC | 17,532 | $907K | 0.3% | +14.2% | 1.209% | |
| 5/8/2024 | Trademark Financial Management LLC | 25,441 | $1.25M | 1.0% | +6.8% | 1.755% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 28,011 | $1.37M | 0.0% | -4.9% | 1.932% | |
| 2/14/2024 | True Wealth Design LLC | 956 | $46K | 0.0% | N/A | 0.083% | |
| 2/13/2024 | Trademark Financial Management LLC | 23,830 | $1.14M | 0.8% | N/A | 2.072% | |
| 2/9/2024 | Team Hewins LLC | 5,127 | $246K | 0.0% | N/A | 0.446% | |
| 2/9/2024 | Corient Private Wealth LLC | 146,561 | $7.03M | 0.0% | +0.5% | 12.744% | |
| 2/8/2024 | Tarbox Family Office Inc. | 5,293 | $254K | 0.0% | +8.8% | 0.460% | |
| 2/5/2024 | Savant Capital LLC | 4,892 | $235K | 0.0% | N/A | 0.425% | |
| 2/2/2024 | Red Lighthouse Investment Management LLC | 965 | $46K | 0.0% | +34.0% | 0.084% | |
| 2/1/2024 | Annapolis Financial Services LLC | 2,927 | $140K | 0.0% | +2,769.6% | 0.255% | |
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| 1/29/2024 | Grand Wealth Management LLC | 600 | $29K | 0.0% | +319.6% | 0.052% | |
| 1/23/2024 | Level Financial Advisors Inc. | 5,207 | $250K | 0.1% | +6.0% | 0.453% | |
| 1/19/2024 | Trellis Wealth Advisors LLC | 9,050 | $434K | 0.2% | N/A | 0.787% | |
| 1/18/2024 | Highland Financial Advisors LLC | 15,939 | $764K | 0.3% | +8.0% | 1.386% | |
| 11/20/2023 | Willow Creek Wealth Management Inc. | 111,589 | $5.01M | 0.7% | +1.7% | 9.703% | |
| 11/16/2023 | Orion Capital Management LLC | 1,156 | $52K | 0.0% | N/A | 0.101% | |
| 11/13/2023 | Asset Dedication LLC | 7,158 | $320K | 0.0% | +80.7% | 0.622% | |
| 11/13/2023 | Mariner LLC | 27,990 | $1.26M | 0.0% | N/A | 2.434% | |
| 11/8/2023 | HighTower Advisors LLC | 58,599 | $2.63M | 0.0% | -30.8% | 5.096% | |
| 11/4/2023 | Corient Private Wealth LLC | 145,838 | $6.54M | 0.0% | +0.9% | 12.682% | |
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