| 8/15/2025 | Bank of America Corp DE | 217,453 | $10.30M | 0.0% | +11.0% | 2.718% | |
| 8/14/2025 | Jane Street Group LLC | 52,623 | $2.49M | 0.0% | +137.3% | 0.658% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,406 | $161K | 0.0% | N/A | 0.043% | |
| 8/14/2025 | Betterment LLC | 1,376,427 | $65.19M | 0.1% | -2.1% | 17.205% | |
| 8/14/2025 | Sei Investments Co. | 122,612 | $5.81M | 0.0% | -3.2% | 1.533% | |
| 8/13/2025 | Flow Traders U.S. LLC | 16,898 | $800K | 0.0% | -60.4% | 0.211% | |
| 8/13/2025 | Baird Financial Group Inc. | 15,330 | $726K | 0.0% | -10.9% | 0.192% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 39,065 | $1.85M | 0.0% | +1.6% | 0.488% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,662 | $79K | 0.0% | +148.1% | 0.021% | |
| 8/12/2025 | JPMorgan Chase & Co. | 17,640 | $835K | 0.0% | +2.6% | 0.221% | |
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| 8/8/2025 | Good Life Advisors LLC | 12,905 | $611K | 0.0% | +74.9% | 0.161% | |
| 8/8/2025 | Bailard Inc. | 166,888 | $7.90M | 0.2% | +10.8% | 2.086% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 8,953 | $424K | 0.0% | -52.9% | 0.112% | |
| 8/7/2025 | Leith Wheeler Investment Counsel Ltd. | 215,627 | $10.21M | 0.7% | +1.7% | 2.695% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 9,374 | $441K | 0.0% | +37.3% | 0.117% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 6,720 | $318K | 0.2% | -4.4% | 0.084% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 9,501 | $450K | 0.0% | -51.3% | 0.119% | |
| 7/25/2025 | Leith Wheeler Investment Counsel Ltd. | 25,438 | $1.21M | 0.1% | -88.0% | 0.318% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 8,735 | $414K | 0.1% | +2.6% | 0.109% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 4,560 | $216K | 0.1% | N/A | 0.057% | |
| 7/23/2025 | Values Added Financial LLC | 57,113 | $2.71M | 1.3% | +131.4% | 0.714% | |
| 7/23/2025 | Proffitt & Goodson Inc. | 19,939 | $944K | 0.1% | +9.4% | 0.249% | |
| 7/22/2025 | Gemmer Asset Management LLC | 448,492 | $21.24M | 1.9% | +11.5% | 5.606% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,699 | $175K | 0.0% | -28.1% | 0.046% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 55,128 | $2.61M | 0.3% | -0.6% | 0.689% | |
| 7/16/2025 | Diversified Enterprises LLC | 4,515 | $214K | 0.0% | -5.1% | 0.056% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 5,165 | $245K | 0.1% | +9.5% | 0.065% | |
| 7/15/2025 | Maseco LLP | 12,659 | $599K | 0.0% | N/A | 0.158% | |
| 7/15/2025 | Boyd Wealth Management LLC | 7,864 | $372K | 0.2% | -43.1% | 0.098% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 11,803 | $559K | 0.2% | +21.6% | 0.148% | |
| 7/9/2025 | Camelot Technology Advisors Inc. | 19,775 | $937K | 0.8% | +10.3% | 0.247% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 8,177 | $387K | 0.2% | +54.0% | 0.102% | |
| 6/6/2025 | eCIO Inc. | 7,281 | $313K | 0.1% | N/A | 0.092% | |
| 5/19/2025 | Jane Street Group LLC | 22,178 | $953K | 0.0% | -57.9% | 0.281% | |
| 5/19/2025 | SCS Capital Management LLC | 5,797 | $249K | 0.0% | N/A | 0.073% | |
| 5/15/2025 | Flputnam Investment Management Co. | 248,458 | $10.67M | 0.2% | +3.5% | 3.227% | |
| 5/15/2025 | Royal Bank of Canada | 60,897 | $2.62M | 0.0% | +1.6% | 0.791% | |
| 5/15/2025 | Betterment LLC | 1,405,380 | $60.38M | 0.1% | -2.1% | 18.252% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 8,514 | $366K | 0.1% | +11.7% | 0.111% | |
| 5/14/2025 | Flow Traders U.S. LLC | 42,642 | $1.83M | 0.1% | N/A | 0.554% | |
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| 5/14/2025 | Partners Capital Investment Group LLP | 48,016 | $2.06M | 0.0% | +32.7% | 0.624% | |
| 5/13/2025 | Ethic Inc. | 23,131 | $995K | 0.0% | N/A | 0.300% | |
| 5/13/2025 | Leith Wheeler Investment Counsel Ltd. | 212,011 | $9.11M | 0.6% | -5.1% | 2.753% | |
| 5/12/2025 | Operose Advisors LLC | 7,540 | $324K | 0.1% | +75.3% | 0.098% | |
| 5/9/2025 | Foster Dykema Cabot & Partners LLC | 6,967 | $299K | 0.0% | +11.2% | 0.090% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 18,989 | $816K | 0.0% | -30.8% | 0.247% | |
| 5/8/2025 | Harbour Investments Inc. | 33,688 | $1.45M | 0.0% | +12.8% | 0.438% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 1,812 | $78K | 0.0% | N/A | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 148,274 | $6.37M | 0.0% | -7.2% | 1.926% | |
| 5/6/2025 | Retirement Income Solutions Inc | 10,228 | $439K | 0.1% | +13.1% | 0.133% | |
| 5/2/2025 | Bailard Inc. | 150,618 | $6.47M | 0.2% | +10.4% | 1.956% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 6,828 | $306K | 0.0% | -53.4% | 0.089% | |
| 4/30/2025 | Cerity Partners LLC | 99,972 | $4.30M | 0.0% | +0.3% | 1.298% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,528 | $839K | 0.0% | -30.6% | 0.254% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 18,227 | $783K | 0.1% | +71.5% | 0.237% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 16,428 | $719K | 0.2% | -12.0% | 0.213% | |
| 4/24/2025 | Boyd Wealth Management LLC | 13,830 | $594K | 0.3% | +113.3% | 0.180% | |
| 4/23/2025 | GenTrust LLC | 4,673 | $201K | 0.0% | N/A | 0.061% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 55,435 | $2.38M | 0.3% | -2.1% | 0.720% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 151,677 | $6.52M | 0.1% | -0.3% | 1.970% | |
| 4/14/2025 | Gemmer Asset Management LLC | 402,352 | $17.29M | 1.7% | +4.4% | 5.225% | |
| 4/11/2025 | First National Corp MA ADV | 13,569 | $583K | 0.1% | +3.1% | 0.176% | |
| 4/11/2025 | Insight Advisors LLC PA | 8,128 | $349K | 0.1% | +24.1% | 0.106% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 9,708 | $417K | 0.2% | +12.2% | 0.126% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 5,310 | $228K | 0.1% | -27.0% | 0.069% | |
| 2/17/2025 | Bank of America Corp DE | 157,752 | $6.28M | 0.0% | +441.6% | 2.320% | |
| 2/14/2025 | Jane Street Group LLC | 52,666 | $2.10M | 0.0% | N/A | 0.775% | |
| 2/14/2025 | Leith Wheeler Investment Counsel Ltd. | 223,428 | $8.90M | 0.6% | -1.5% | 3.286% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 38,434 | $1.53M | 0.0% | -14.1% | 0.565% | |
| 2/14/2025 | Betterment LLC | 1,435,788 | $57.16M | 0.1% | +8.3% | 21.115% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 97,560 | $3.88M | 0.0% | +0.3% | 1.435% | |
| 2/13/2025 | Cerity Partners LLC | 99,651 | $3.97M | 0.0% | +7.5% | 1.465% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 7,623 | $303K | 0.1% | -14.8% | 0.112% | |
| 2/12/2025 | JPMorgan Chase & Co. | 17,134 | $682K | 0.0% | +79.2% | 0.252% | |
| 2/11/2025 | LPL Financial LLC | 159,842 | $6.36M | 0.0% | +0.5% | 2.351% | |
| 2/11/2025 | Sei Investments Co. | 127,360 | $5.07M | 0.0% | +1.6% | 1.873% | |
| 2/11/2025 | Oxford Financial Group LTD. LLC | 18,982 | $756K | 0.0% | +8.5% | 0.279% | |
| 2/10/2025 | Harbour Investments Inc. | 29,873 | $1.19M | 0.0% | -1.2% | 0.439% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,626 | $264K | 0.0% | -37.0% | 0.097% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,663 | $225K | 0.0% | N/A | 0.083% | |
| 2/7/2025 | Tortoise Investment Management LLC | 3,167 | $126K | 0.0% | +89.4% | 0.047% | |
| 2/5/2025 | Bailard Inc. | 136,368 | $5.43M | 0.1% | +12.7% | 2.005% | |
| 2/5/2025 | Proffitt & Goodson Inc. | 10,628 | $423K | 0.1% | -7.0% | 0.156% | |
| 2/5/2025 | Flputnam Investment Management Co. | 240,166 | $9.56M | 0.2% | -3.9% | 3.532% | |
| 2/4/2025 | Lake Street Advisors Group LLC | 626,295 | $24.93M | 1.1% | +0.0% | 9.210% | |
| 2/3/2025 | Bradley Foster & Sargent Inc. CT | 16,840 | $670K | 0.0% | +2.4% | 0.248% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 36,181 | $1.44M | 0.0% | +309.6% | 0.532% | |
| 1/31/2025 | Retirement Income Solutions Inc | 9,043 | $360K | 0.1% | +4.9% | 0.133% | |
| 1/30/2025 | Values Added Financial LLC | 24,630 | $981K | 0.6% | N/A | 0.362% | |
| 1/29/2025 | First National Corp MA ADV | 13,155 | $524K | 0.1% | +5.3% | 0.193% | |
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| 1/23/2025 | Institute for Wealth Management LLC. | 56,650 | $2.26M | 0.3% | +11.1% | 0.833% | |
| 1/23/2025 | Boyd Wealth Management LLC | 6,485 | $258K | 0.1% | -13.1% | 0.095% | |
| 1/16/2025 | Gemmer Asset Management LLC | 385,271 | $15.34M | 1.5% | +8.3% | 5.666% | |
| 1/16/2025 | Bridgewater Advisors Inc. | 14,650 | $580K | 0.1% | -3.3% | 0.215% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 18,669 | $739K | 0.3% | -5.5% | 0.275% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 152,180 | $6.06M | 0.1% | -5.1% | 2.238% | |
| 12/26/2024 | JPMorgan Chase & Co. | 9,562 | $418K | 0.0% | -46.9% | 0.141% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 8,946 | $391K | 0.1% | -12.6% | 0.132% | |
| 11/15/2024 | Urban Financial Advisory Corp | 8,425 | $368K | 0.2% | +5.3% | 0.124% | |
| 11/15/2024 | HighTower Advisors LLC | 6,205 | $272K | 0.0% | +12.9% | 0.091% | |
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