| 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% | |
| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 11/14/2024 | Flow Traders U.S. LLC | 18,975 | $830K | 0.0% | N/A | 0.279% | |
| 11/12/2024 | Cerity Partners LLC | 92,740 | $4.06M | 0.0% | -0.6% | 1.364% | |
| 11/12/2024 | GenTrust LLC | 4,624 | $202K | 0.0% | N/A | 0.068% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 27,531 | $1.20M | 0.0% | +7.1% | 0.405% | |
| 11/5/2024 | Harbour Investments Inc. | 30,239 | $1.32M | 0.0% | +1.1% | 0.445% | |
| 10/29/2024 | Key Financial Inc | 7,214 | $316K | 0.1% | +147.6% | 0.106% | |
| 10/25/2024 | Boyd Wealth Management LLC | 7,459 | $326K | 0.2% | N/A | 0.110% | |
| 10/24/2024 | Gemmer Asset Management LLC | 355,637 | $15.56M | 1.6% | +6.1% | 5.230% | |
| 10/8/2024 | First National Corp MA ADV | 12,487 | $546K | 0.1% | +23.1% | 0.184% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 160,300 | $7.01M | 0.2% | +3.1% | 2.357% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,291 | $53K | 0.0% | +215.6% | 0.019% | |
| 8/13/2024 | Sei Investments Co. | 121,239 | $4.95M | 0.0% | -5.1% | 1.783% | |
| 8/6/2024 | Lake Street Advisors Group LLC | 626,032 | $25.54M | 1.2% | -18.6% | 9.206% | |
| 8/2/2024 | Tortoise Investment Management LLC | 1,672 | $68K | 0.0% | +77.5% | 0.025% | |
| 7/26/2024 | Harbour Investments Inc. | 29,906 | $1.22M | 0.0% | +6.4% | 0.440% | |
| 7/26/2024 | Bailard Inc. | 111,510 | $4.55M | 0.1% | -2.4% | 1.640% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 47,226 | $1.93M | 0.3% | +5.3% | 0.695% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 10,241 | $418K | 0.2% | N/A | 0.151% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 155,419 | $6.34M | 0.2% | +1.8% | 2.286% | |
| 7/16/2024 | Gemmer Asset Management LLC | 335,288 | $13.68M | 1.5% | +11.2% | 4.931% | |
| 7/12/2024 | First National Corp MA ADV | 10,147 | $414K | 0.1% | +2.8% | 0.149% | |
| 7/9/2024 | Astoria Portfolio Advisors LLC. | 18,552 | $757K | 0.3% | +34.7% | 0.273% | |
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| 6/11/2024 | EverSource Wealth Advisors LLC | 7,180 | $287K | 0.0% | N/A | 0.106% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 18,285 | $760K | 0.1% | +10.6% | 0.269% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 769,303 | $31.99M | 1.5% | +9.9% | 11.313% | |
| 5/7/2024 | Sei Investments Co. | 127,789 | $5.31M | 0.0% | -1.7% | 1.879% | |
| 5/7/2024 | Insight Advisors LLC PA | 6,211 | $258K | 0.0% | -9.4% | 0.091% | |
| 4/24/2024 | Gemmer Asset Management LLC | 301,609 | $12.54M | 1.5% | +8.6% | 4.435% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 5,004 | $208K | 0.1% | N/A | 0.082% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 152,656 | $6.35M | 0.2% | -5.5% | 2.503% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 13,776 | $549K | 0.2% | +5.8% | 0.226% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 10,143 | $396K | 0.2% | N/A | 0.166% | |
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