| 11/15/2024 | MML Investors Services LLC | 6,231 | $438K | 0.0% | +63.9% | 0.219% | |
| 11/14/2024 | Financial Counselors Inc. | 24,406 | $1.72M | 0.0% | -2.6% | 0.859% | |
| 11/1/2024 | Aspire Wealth Management Corp | 736 | $52K | 0.0% | N/A | 0.026% | |
| 10/16/2024 | Sunpointe LLC | 10,248 | $720K | 0.6% | N/A | 0.361% | |
| 8/13/2024 | Merriman Wealth Management LLC | 239,976 | $16.18M | 0.7% | +5.3% | 8.450% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 3,147,459 | $212.20M | 0.1% | +29.8% | 110.826% | |
| 8/1/2024 | Financial Counselors Inc. | 25,067 | $1.69M | 0.0% | +2.6% | 0.883% | |
| 7/15/2024 | New Hampshire Trust | 4,539 | $306K | 0.1% | N/A | 0.160% | |
| 7/12/2024 | CRA Financial Services LLC | 4,675 | $315K | 0.1% | -5.1% | 0.165% | |
| 5/2/2024 | Financial Counselors Inc. | 24,433 | $1.61M | 0.0% | +151.9% | 0.866% | |
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| 5/1/2024 | Mission Wealth Management LP | 8,370 | $551K | 0.0% | N/A | 0.297% | |
| 4/17/2024 | CRA Financial Services LLC | 4,925 | $324K | 0.1% | +15.9% | 0.190% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 2,392,532 | $142.01M | 0.1% | +4.0% | 92.376% | |
| 1/26/2024 | Financial Counselors Inc. | 9,698 | $576K | 0.0% | -3.9% | 0.374% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 2,301,524 | $122.49M | 0.1% | +4.9% | 88.862% | |
| 11/13/2023 | Kestra Advisory Services LLC | 22,508 | $1.20M | 0.0% | +0.9% | 0.869% | |
| 11/7/2023 | Financial Counselors Inc. | 10,095 | $537K | 0.0% | +4.9% | 0.390% | |
| 10/30/2023 | Aspire Wealth Management Corp | 3,600 | $192K | 0.1% | -9.8% | 0.139% | |
| 10/13/2023 | CRA Financial Services LLC | 4,350 | $232K | 0.1% | -4.4% | 0.168% | |
| 10/12/2023 | IFP Advisors Inc | 1,206 | $64K | 0.0% | N/A | 0.047% | |
| 8/11/2023 | Kestra Advisory Services LLC | 22,301 | $1.23M | 0.0% | +4.6% | 0.861% | |
| 8/8/2023 | Fisher Asset Management LLC | 5,258 | $290K | 0.0% | N/A | 0.203% | |
| 8/7/2023 | New York Life Investment Management LLC | 7,154 | $395K | 0.0% | N/A | 0.308% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 2,193,823 | $121.15M | 0.1% | +12.5% | 94.561% | |
| 7/27/2023 | Financial Counselors Inc. | 9,623 | $531K | 0.0% | +2.9% | 0.415% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 1,950,075 | $100.29M | 0.0% | +1.9% | 85.906% | |
| 5/4/2023 | Aspire Wealth Management Corp | 3,928 | $202K | 0.2% | -7.6% | 0.173% | |
| 5/2/2023 | Financial Counselors Inc. | 9,354 | $481K | 0.0% | +7.7% | 0.412% | |
| 2/10/2023 | New Hampshire Trust | 1,862 | $90K | 0.0% | N/A | 0.082% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 1,914,469 | $92.19M | 0.0% | +7.7% | 84.711% | |
| 1/31/2023 | Kestra Advisory Services LLC | 19,105 | $920K | 0.0% | +3.3% | 0.845% | |
| 1/24/2023 | CRA Financial Services LLC | 4,550 | $219K | 0.1% | -9.5% | 0.201% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 1,777,421 | $78.69M | 0.0% | -19.9% | 81.161% | |
| 11/1/2022 | Kestra Advisory Services LLC | 18,495 | $819K | 0.0% | +11.2% | 0.845% | |
| 10/24/2022 | CRA Financial Services LLC | 5,030 | $223K | 0.1% | +15.5% | 0.231% | |
| 10/21/2022 | Greenup Street Wealth Management LLC | 4,734 | $210K | 0.1% | N/A | 0.216% | |
| 8/9/2022 | SeaCrest Wealth Management LLC | 9,866 | $458K | 0.1% | +2.5% | 0.461% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 2,219,779 | $102.94M | 0.1% | +7.2% | 103.728% | |
| 8/2/2022 | Financial Counselors Inc. | 8,551 | $397K | 0.0% | -6.4% | 0.400% | |
| 7/21/2022 | CRA Financial Services LLC | 4,355 | $202K | 0.1% | +7.4% | 0.169% | |
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| 7/11/2022 | Stone Asset Management Inc. | 13,424 | $622K | 0.4% | -2.1% | 0.520% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 2,070,345 | $116.27M | 0.1% | -12.1% | 76.679% | |
| 4/28/2022 | Financial Counselors Inc. | 9,137 | $513K | 0.0% | +4.7% | 0.340% | |
| 4/19/2022 | Joseph P. Lucia & Associates LLC | 1,484 | $83K | 0.1% | N/A | 0.060% | |
| 4/15/2022 | CRA Financial Services LLC | 4,055 | $228K | 0.1% | +20.0% | 0.170% | |
| 3/14/2022 | Aspire Wealth Management Corp | 4,314 | $260K | 0.2% | N/A | 0.180% | |
| 2/10/2022 | Financial Counselors Inc. | 8,725 | $527K | 0.0% | N/A | 0.321% | |
| 2/9/2022 | Greenup Street Wealth Management LLC | 3,849 | $232K | 0.1% | N/A | 0.138% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 2,356,572 | $142.26M | 0.1% | -1.1% | 84.769% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 2,043 | $123K | 0.0% | +167.8% | 0.074% | |
| 2/1/2022 | Merriman Wealth Management LLC | 83,646 | $5.05M | 0.3% | N/A | 3.020% | |
| 1/31/2022 | Stone Asset Management Inc. | 13,680 | $826K | 0.5% | N/A | 0.494% | |
| 1/20/2022 | CRA Financial Services LLC | 3,380 | $204K | 0.1% | N/A | 0.123% | |
| 11/16/2021 | SeaCrest Wealth Management LLC | 31,169 | $1.69M | 0.2% | +23.4% | 1.163% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 763 | $41K | 0.0% | +82.5% | 0.028% | |
| 8/17/2021 | Citadel Advisors LLC | 19,858 | $1.07M | 0.0% | -25.0% | 0.741% | |
| 8/12/2021 | SeaCrest Wealth Management LLC | 25,264 | $1.36M | 0.2% | +78.2% | 0.943% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 2,513,137 | $135.55M | 0.1% | +0.2% | 94.125% | |
| 5/18/2021 | Citadel Advisors LLC | 26,476 | $1.32M | 0.0% | N/A | 0.956% | |
| 5/17/2021 | Royal Bank of Canada | 931 | $46K | 0.0% | N/A | 0.033% | |
| 5/10/2021 | Merriman Wealth Management LLC | 24,789 | $1.23M | 0.1% | N/A | 0.858% | |
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