| 5/29/2025 | Plum Street Advisors LLC | 5,129 | $981K | 0.5% | -2.1% | 0.105% | |
| 5/20/2025 | Belpointe Asset Management LLC | 1,702 | $325K | 0.0% | +21.4% | 0.035% | |
| 5/20/2025 | Focus Partners Wealth | 4,879 | $933K | 0.0% | +3.1% | 0.100% | |
| 5/19/2025 | Jane Street Group LLC | 7,367 | $1.41M | 0.0% | -81.3% | 0.150% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 12,351 | $2.36M | 0.0% | +17.7% | 0.252% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,213 | $805K | 0.0% | +143.4% | 0.086% | |
| 5/16/2025 | AlTi Global Inc. | 18,984 | $3.63M | 0.1% | -3.2% | 0.387% | |
| 5/15/2025 | Royal Bank of Canada | 12,177 | $2.33M | 0.0% | +6.8% | 0.249% | |
| 5/14/2025 | KilterHowling LLC | 1,278 | $250K | 0.2% | -10.1% | 0.026% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 3,989 | $763K | 0.1% | +23.3% | 0.081% | |
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| 5/14/2025 | Smartleaf Asset Management LLC | 6,153 | $1.18M | 0.1% | -20.7% | 0.126% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,461 | $470K | 0.0% | -6.9% | 0.050% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 9,857 | $1.88M | 0.2% | +13.9% | 0.201% | |
| 5/14/2025 | Flow Traders U.S. LLC | 25,478 | $4.87M | 0.2% | N/A | 0.520% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 306 | $59K | 0.0% | -19.5% | 0.006% | |
| 5/7/2025 | LPL Financial LLC | 14,986 | $2.87M | 0.0% | +1.8% | 0.306% | |
| 5/6/2025 | Cetera Investment Advisers | 24,741 | $4.73M | 0.0% | +4.8% | 0.505% | |
| 5/2/2025 | Wealthfront Advisers LLC | 12,887 | $2.46M | 0.0% | +0.6% | 0.263% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 391 | $75K | 0.0% | -15.2% | 0.008% | |
| 5/1/2025 | Gould Asset Management LLC CA | 9,960 | $1.90M | 0.4% | -0.7% | 0.203% | |
| 4/30/2025 | Cerity Partners LLC | 1,063 | $203K | 0.0% | N/A | 0.022% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,368 | $453K | 0.0% | -7.3% | 0.048% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,213 | $3.86M | 0.0% | -3.2% | 0.413% | |
| 4/25/2025 | Dougherty Wealth Advisers LLC | 361 | $69K | 0.1% | +157.9% | 0.007% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,734 | $332K | 0.0% | -10.7% | 0.035% | |
| 4/24/2025 | BSW Wealth Partners | 24,877 | $4.76M | 0.7% | +0.3% | 0.508% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,808 | $346K | 0.0% | -6.9% | 0.037% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,802 | $918K | 0.0% | +17.5% | 0.097% | |
| 4/21/2025 | Aspiriant LLC | 113,201 | $21.64M | 0.8% | +7.1% | 2.287% | |
| 4/17/2025 | Ritholtz Wealth Management | 4,589 | $877K | 0.0% | -2.3% | 0.093% | |
| 4/17/2025 | Dohj LLC | 3,919 | $749K | 0.2% | -11.4% | 0.079% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 459 | $88K | 0.0% | +23.7% | 0.009% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,787 | $343K | 0.0% | N/A | 0.036% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 3,158 | $604K | 0.0% | -11.8% | 0.064% | |
| 4/10/2025 | Long Run Wealth Advisors LLC | 5,011 | $958K | 0.2% | -5.5% | 0.101% | |
| 4/9/2025 | Merit Financial Group LLC | 1,369 | $262K | 0.0% | -10.2% | 0.028% | |
| 4/9/2025 | Gradient Investments LLC | 9,313 | $1.78M | 0.0% | -4.8% | 0.188% | |
| 4/9/2025 | NBC Securities Inc. | 262 | $50K | 0.0% | N/A | 0.005% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 5,266 | $1.01M | 0.4% | +5.6% | 0.106% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 12,993 | $2.48M | 1.0% | -25.7% | 0.262% | |
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| 2/17/2025 | Focus Partners Wealth | 4,732 | $916K | 0.0% | +4.2% | 0.091% | |
| 2/17/2025 | Cetera Investment Advisers | 23,603 | $4.57M | 0.0% | -8.5% | 0.454% | |
| 2/17/2025 | Citadel Advisors LLC | 17,191 | $3.33M | 0.0% | +113.5% | 0.331% | |
| 2/17/2025 | Bank of America Corp DE | 128,416 | $24.86M | 0.0% | -0.7% | 2.470% | |
| 2/17/2025 | BNP Paribas Financial Markets | 898 | $174K | 0.0% | -8.3% | 0.017% | |
| 2/17/2025 | Ameriprise Financial Inc. | 24,601 | $4.76M | 0.0% | -12.8% | 0.473% | |
| 2/17/2025 | AlTi Global Inc. | 19,618 | $3.80M | 0.1% | -5.3% | 0.377% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 10,246 | $1.98M | 0.0% | +5.8% | 0.197% | |
| 2/14/2025 | Jane Street Group LLC | 39,296 | $7.61M | 0.0% | -43.0% | 0.756% | |
| 2/14/2025 | Comerica Bank | 844 | $163K | 0.0% | -75.4% | 0.016% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 18,305 | $3.54M | 0.1% | -0.8% | 0.352% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 1,437 | $278K | 0.0% | -88.2% | 0.028% | |
| 2/14/2025 | Susquehanna International Group LLP | 30,807 | $5.96M | 0.0% | -14.0% | 0.592% | |
| 2/13/2025 | Investure LLC | 101,821 | $19.71M | 1.2% | +1.2% | 1.958% | |
| 2/13/2025 | KilterHowling LLC | 1,422 | $286K | 0.2% | -10.1% | 0.027% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 1,059 | $212K | 0.1% | N/A | 0.020% | |
| 2/13/2025 | Raymond James Financial Inc. | 3,817 | $739K | 0.0% | N/A | 0.073% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,890 | $4.04M | 0.0% | +3.2% | 0.402% | |
| 2/13/2025 | Wells Fargo & Company MN | 2,195 | $425K | 0.0% | +46.5% | 0.042% | |
| 2/12/2025 | Nottingham Advisors Inc. | 1,202 | $233K | 0.0% | -21.2% | 0.023% | |
| 2/12/2025 | Allianz SE | 103,015 | $20.03M | 0.5% | N/A | 1.981% | |
| 2/12/2025 | JPMorgan Chase & Co. | 72,802 | $14.09M | 0.0% | +0.8% | 1.400% | |
| 2/11/2025 | LPL Financial LLC | 14,718 | $2.85M | 0.0% | +5.0% | 0.283% | |
| 2/11/2025 | TD Private Client Wealth LLC | 2,554 | $494K | 0.0% | +37.1% | 0.049% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 461 | $89K | 0.0% | +558.6% | 0.009% | |
| 2/7/2025 | HighTower Advisors LLC | 5,489 | $1.06M | 0.0% | +13.7% | 0.106% | |
| 2/7/2025 | Wealthfront Advisers LLC | 30,192 | $5.85M | 0.0% | +146.3% | 0.581% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,817 | $739K | 0.0% | N/A | 0.073% | |
| 2/6/2025 | Patten Group Inc. | 2,201 | $426K | 0.1% | -11.1% | 0.042% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,163 | $1M | 0.0% | -14.4% | 0.099% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,731 | $335K | 0.0% | +152.3% | 0.033% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 7,760 | $1.51M | 0.2% | +26.1% | 0.149% | |
| 2/4/2025 | Wrapmanager Inc. | 1,214 | $235K | 0.1% | -10.9% | 0.023% | |
| 2/4/2025 | Wharton Business Group LLC | 1,795 | $347K | 0.0% | -7.9% | 0.035% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 1,520 | $294K | 0.0% | N/A | 0.029% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 1,247 | $241K | 0.0% | -4.8% | 0.024% | |
| 1/31/2025 | Retirement Income Solutions Inc | 1,199 | $232K | 0.0% | N/A | 0.023% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,941 | $376K | 0.1% | N/A | 0.037% | |
| 1/27/2025 | Long Run Wealth Advisors LLC | 5,300 | $1.03M | 0.2% | -4.0% | 0.102% | |
| 1/24/2025 | Dohj LLC | 4,421 | $856K | 0.2% | +2.8% | 0.085% | |
| 1/23/2025 | Equita Financial Network Inc. | 1,189 | $230K | 0.1% | N/A | 0.023% | |
| 1/22/2025 | BSW Wealth Partners | 24,810 | $4.80M | 0.7% | +6.7% | 0.477% | |
| 1/21/2025 | Gradient Investments LLC | 9,786 | $1.89M | 0.0% | +2.1% | 0.188% | |
| 1/17/2025 | Albion Financial Group UT | 7,825 | $1.52M | 0.1% | +0.8% | 0.150% | |
| 1/16/2025 | Aspiriant LLC | 105,698 | $20.46M | 0.7% | +5.9% | 2.033% | |
| 1/15/2025 | Merit Financial Group LLC | 1,525 | $295K | 0.0% | -22.4% | 0.029% | |
| 1/15/2025 | Relyea Zuckerberg Hanson LLC | 1,931 | $374K | 0.1% | +74.3% | 0.037% | |
| 1/15/2025 | Ritholtz Wealth Management | 4,695 | $909K | 0.0% | -20.7% | 0.090% | |
| 1/14/2025 | Cardinal Point Capital Management ULC | 6,865 | $1.33M | 0.2% | +3.5% | 0.132% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 3,581 | $693K | 0.0% | -9.5% | 0.069% | |
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| 1/13/2025 | Westmount Partners LLC | 3,816 | $739K | 0.2% | +3.0% | 0.073% | |
| 1/7/2025 | Stonehearth Capital Management LLC | 17,494 | $3.39M | 1.4% | -2.3% | 0.336% | |
| 12/26/2024 | JPMorgan Chase & Co. | 72,218 | $14.16M | 0.0% | +12.9% | 1.389% | |
| 11/18/2024 | TD Private Client Wealth LLC | 1,863 | $365K | 0.0% | -15.5% | 0.036% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 18,445 | $3.65M | 0.1% | N/A | 0.355% | |
| 11/15/2024 | EP Wealth Advisors LLC | 805 | $158K | 0.0% | +22.9% | 0.015% | |
| 11/15/2024 | Jane Street Group LLC | 68,880 | $13.51M | 0.0% | -3.5% | 1.325% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 12,195 | $2.39M | 0.0% | N/A | 0.235% | |
| 11/15/2024 | HighTower Advisors LLC | 4,826 | $947K | 0.0% | +10.2% | 0.093% | |
| 11/14/2024 | Flow Traders U.S. LLC | 14,499 | $2.84M | 0.1% | +81.9% | 0.279% | |
