| 8/8/2025 | Cetera Investment Advisers | 3,065 | $387K | 0.0% | -5.1% | 0.108% | |
| 8/8/2025 | Creative Planning | 7,257 | $917K | 0.0% | +12.5% | 0.255% | |
| 8/7/2025 | Addison Advisors LLC | 17,046 | $2.16M | 0.5% | -3.9% | 0.598% | |
| 8/4/2025 | Atria Investments Inc | 26,263 | $3.32M | 0.0% | +169.5% | 0.922% | |
| 7/23/2025 | Vontobel Holding Ltd. | 303,266 | $38.33M | 0.1% | -4.2% | 10.641% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 175,860 | $22.23M | 4.1% | +2.5% | 6.171% | |
| 7/18/2025 | First Pacific Financial | 173,457 | $21.93M | 3.2% | +1.2% | 6.086% | |
| 7/18/2025 | Financial Consulate Inc. | 90,694 | $11.46M | 2.3% | +4.2% | 3.182% | |
| 7/17/2025 | K2 Financial Inc. | 2,742 | $352K | 0.3% | +5.5% | 0.096% | |
| 7/3/2025 | Stairway Partners LLC | 246,932 | $31.21M | 1.8% | -0.5% | 8.664% | |
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| 5/19/2025 | Jane Street Group LLC | 2,328 | $269K | 0.0% | -51.3% | 0.076% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 55,544 | $6.42M | 0.0% | +2.8% | 1.821% | |
| 5/15/2025 | MAI Capital Management | 1,768 | $205K | 0.0% | +1,567.9% | 0.058% | |
| 5/15/2025 | OLD Mission Capital LLC | 57,553 | $6.66M | 0.1% | N/A | 1.887% | |
| 5/14/2025 | Flow Traders U.S. LLC | 20,038 | $2.32M | 0.1% | N/A | 0.657% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 4,004 | $463K | 0.0% | -26.1% | 0.131% | |
| 5/13/2025 | HighTower Advisors LLC | 17,886 | $2.07M | 0.0% | -5.3% | 0.586% | |
| 5/9/2025 | Deutsche Bank AG | 1,681 | $194K | 0.0% | -15.1% | 0.055% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 15,091 | $1.75M | 0.0% | -1.8% | 0.495% | |
| 5/9/2025 | Banco Santander S.A. | 47,187 | $5.46M | 0.1% | -22.9% | 1.547% | |
| 5/8/2025 | Commerce Bank | 20,953 | $2.42M | 0.0% | -2.4% | 0.687% | |
| 5/7/2025 | LPL Financial LLC | 55,669 | $6.44M | 0.0% | +115.0% | 1.825% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 14,687 | $1.70M | 0.0% | -2.4% | 0.482% | |
| 5/5/2025 | OneAscent Financial Services LLC | 9,745 | $1.13M | 0.1% | N/A | 0.320% | |
| 5/1/2025 | Key Financial Inc | 220 | $25K | 0.0% | N/A | 0.007% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 171,507 | $19.84M | 3.9% | +2.4% | 5.623% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 19,681 | $2.28M | 0.0% | -2.8% | 0.645% | |
| 4/28/2025 | Vontobel Holding Ltd. | 316,613 | $36.62M | 0.1% | -0.1% | 10.381% | |
| 4/25/2025 | K2 Financial Inc. | 2,600 | $285K | 0.3% | +3.7% | 0.085% | |
| 4/25/2025 | Financial Consulate Inc. | 87,042 | $10.07M | 2.5% | +4.0% | 2.854% | |
| 4/23/2025 | First Pacific Financial | 171,342 | $19.82M | 4.0% | +7.2% | 5.618% | |
| 4/23/2025 | Sheets Smith Wealth Management | 4,170 | $482K | 0.1% | -7.5% | 0.137% | |
| 4/17/2025 | Sowell Financial Services LLC | 7,339 | $849K | 0.0% | N/A | 0.241% | |
| 4/14/2025 | Farther Finance Advisors LLC | 440 | $51K | 0.0% | N/A | 0.014% | |
| 4/14/2025 | Great Waters Wealth Management | 2,849 | $330K | 0.0% | -19.4% | 0.093% | |
| 4/3/2025 | Magnolia Capital Management Ltd. | 8,965 | $1.04M | 0.9% | +32.5% | 0.294% | |
| 2/26/2025 | Yoffe Investment Management LLC | 3,698 | $427K | 0.6% | N/A | 0.114% | |
| 2/17/2025 | Waverly Advisors LLC | 2,028 | $234K | 0.0% | N/A | 0.062% | |
| 2/17/2025 | Quantinno Capital Management LP | 7,351 | $849K | 0.0% | +8.9% | 0.226% | |
| 2/17/2025 | Cetera Investment Advisers | 3,240 | $374K | 0.0% | -4.3% | 0.100% | |
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| 2/17/2025 | Bank of America Corp DE | 6,432 | $743K | 0.0% | -2.9% | 0.198% | |
| 2/14/2025 | Itau Unibanco Holding S.A. | 4,000 | $465K | 0.0% | N/A | 0.123% | |
| 2/14/2025 | Jane Street Group LLC | 4,783 | $553K | 0.0% | -51.6% | 0.147% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 25,718 | $2.97M | 0.0% | -22.1% | 0.791% | |
| 2/14/2025 | Susquehanna International Group LLP | 16,920 | $1.96M | 0.0% | N/A | 0.521% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 20,246 | $2.34M | 0.0% | -8.8% | 0.623% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,073 | $1.16M | 0.0% | N/A | 0.310% | |
| 2/13/2025 | Bank of Montreal Can | 586 | $68K | 0.0% | +801.5% | 0.018% | |
| 2/13/2025 | Wells Fargo & Company MN | 124,737 | $14.42M | 0.0% | +33.7% | 3.838% | |
| 2/12/2025 | Yoffe Investment Management LLC | 6,252 | $722K | 0.7% | N/A | 0.192% | |
| 2/12/2025 | Climber Capital SA | 2,575 | $297K | 0.2% | N/A | 0.079% | |
| 2/12/2025 | JPMorgan Chase & Co. | 343 | $40K | 0.0% | -78.4% | 0.011% | |
| 2/11/2025 | LPL Financial LLC | 25,892 | $2.99M | 0.0% | -20.6% | 0.797% | |
| 2/7/2025 | Rialto Wealth Management LLC | 942 | $109K | 0.0% | N/A | 0.029% | |
| 2/7/2025 | Banco Santander S.A. | 61,180 | $7.07M | 0.1% | -36.8% | 1.882% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 15,042 | $1.92M | 0.0% | +36.1% | 0.463% | |
| 2/7/2025 | K2 Financial Inc. | 2,508 | $278K | 0.3% | N/A | 0.077% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,073 | $1.16M | 0.0% | N/A | 0.310% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 1,071 | $124K | 0.0% | N/A | 0.033% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 245 | $28K | 0.0% | N/A | 0.008% | |
| 2/4/2025 | Addison Advisors LLC | 17,285 | $2.00M | 0.6% | +2.1% | 0.532% | |
| 2/4/2025 | Rainey & Randall Wealth Advisors Inc. | 167,538 | $19.36M | 3.8% | +11.2% | 5.155% | |
| 2/3/2025 | Financial Consulate Inc. | 83,706 | $9.67M | 2.6% | +3.3% | 2.576% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 15,374 | $1.78M | 0.0% | +1.2% | 0.473% | |
| 1/30/2025 | Vontobel Holding Ltd. | 316,983 | $36.63M | 0.1% | -0.7% | 9.753% | |
| 1/29/2025 | Mill Creek Capital Advisors LLC | 5,419 | $626K | 0.0% | -18.4% | 0.167% | |
| 1/17/2025 | Sheets Smith Wealth Management | 4,508 | $521K | 0.1% | -6.3% | 0.139% | |
| 1/15/2025 | First Pacific Financial | 159,789 | $18.47M | 4.3% | N/A | 4.917% | |
| 1/6/2025 | Stairway Partners LLC | 248,200 | $28.68M | 1.8% | +1.5% | 7.637% | |
| 11/15/2024 | MML Investors Services LLC | 1,792 | $221K | 0.0% | N/A | 0.055% | |
| 11/15/2024 | Jane Street Group LLC | 9,890 | $1.22M | 0.0% | -82.4% | 0.304% | |
| 11/15/2024 | Quantinno Capital Management LP | 6,751 | $831K | 0.0% | -2.3% | 0.208% | |
| 11/15/2024 | HighTower Advisors LLC | 18,905 | $2.32M | 0.0% | +5.5% | 0.582% | |
| 11/14/2024 | Flow Traders U.S. LLC | 14,086 | $1.73M | 0.1% | N/A | 0.433% | |
| 11/14/2024 | Noesis Capital Mangement Corp | 3,513 | $433K | 0.1% | N/A | 0.108% | |
| 11/12/2024 | Banco Santander S.A. | 96,877 | $11.93M | 0.1% | +225.8% | 2.981% | |
| 11/8/2024 | Commerce Bank | 21,509 | $2.65M | 0.0% | -3.1% | 0.662% | |
| 11/6/2024 | Mill Creek Capital Advisors LLC | 6,638 | $817K | 0.0% | -16.5% | 0.204% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 22,195 | $2.73M | 0.0% | -15.6% | 0.683% | |
| 11/4/2024 | Addison Advisors LLC | 16,923 | $2.08M | 0.6% | +8.2% | 0.521% | |
| 10/30/2024 | Balentine LLC | 860 | $106K | 0.0% | N/A | 0.026% | |
| 10/29/2024 | Luken Investment Analytics LLC | 6,265 | $771K | 0.4% | +32.5% | 0.193% | |
| 10/25/2024 | Nicholas Hoffman & Company LLC. | 1,933 | $238K | 0.0% | -30.8% | 0.059% | |
| 10/22/2024 | Rainey & Randall Investment Management Inc. | 150,711 | $18.55M | 4.0% | +65.5% | 4.637% | |
| 10/21/2024 | Financial Consulate Inc. | 81,017 | $9.98M | 2.6% | +6.5% | 2.493% | |
| 10/16/2024 | Vontobel Holding Ltd. | 319,111 | $39.29M | 0.1% | -1.6% | 9.819% | |
| 10/5/2024 | Stairway Partners LLC | 244,545 | $30.11M | 1.9% | +0.4% | 7.524% | |
| 8/14/2024 | Mill Creek Capital Advisors LLC | 7,947 | $885K | 0.0% | -21.6% | 0.245% | |
| 8/8/2024 | Luken Investment Analytics LLC | 4,728 | $527K | 0.3% | N/A | 0.145% | |
| 8/5/2024 | Addison Advisors LLC | 15,636 | $1.74M | 0.6% | +37.7% | 0.481% | |
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| 7/29/2024 | Banco Santander S.A. | 29,737 | $3.31M | 0.0% | -4.6% | 0.915% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 14,868 | $1.66M | 0.0% | +1.9% | 0.457% | |
| 7/19/2024 | Raymond James & Associates | 11,553 | $1.29M | 0.0% | +8.6% | 0.355% | |
| 7/16/2024 | ORG Partners LLC | 259 | $29K | 0.0% | N/A | 0.008% | |
| 5/16/2024 | Jane Street Group LLC | 73,119 | $7.58M | 0.0% | +4.0% | 2.250% | |
| 5/15/2024 | Flow Traders U.S. LLC | 78,769 | $8.17M | 0.4% | +97.8% | 2.424% | |
| 5/10/2024 | Banco Santander S.A. | 31,164 | $3.23M | 0.0% | +139.2% | 0.959% | |
| 5/9/2024 | SageView Advisory Group LLC | 3,819 | $396K | 0.0% | N/A | 0.118% | |
| 5/4/2024 | 9258 Wealth Management LLC | 2,028 | $210K | 0.0% | N/A | 0.062% | |
| 4/23/2024 | Financial Consulate Inc. | 74,117 | $7.69M | 2.3% | +9.9% | 2.281% | |
