| 5/15/2025 | Betterment LLC | 449,365 | $11.33M | 0.0% | -2.5% | 0.435% | |
| 5/14/2025 | SVB Wealth LLC | 27,101 | $683K | 0.0% | -31.7% | 0.026% | |
| 5/14/2025 | Flow Traders U.S. LLC | 57,462 | $1.45M | 0.1% | N/A | 0.056% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 10,358 | $261K | 0.0% | +11.8% | 0.010% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 106,921 | $2.70M | 0.5% | -3.9% | 0.104% | |
| 5/13/2025 | Keystone Global Partners LLC | 145,592 | $3.67M | 2.6% | N/A | 0.141% | |
| 5/12/2025 | SouthState Corp | 2,243 | $57K | 0.0% | N/A | 0.002% | |
| 5/8/2025 | Foster & Motley Inc. | 8,121 | $205K | 0.0% | -11.3% | 0.008% | |
| 5/7/2025 | Nemes Rush Group LLC | 4,764 | $120K | 0.0% | +38.6% | 0.005% | |
| 5/7/2025 | FourThought Financial Partners LLC | 97,104 | $2.45M | 0.3% | -2.5% | 0.094% | |
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| 4/30/2025 | M&T Bank Corp | 128,650 | $3.25M | 0.0% | -73.3% | 0.125% | |
| 4/29/2025 | Cooksen Wealth LLC | 2,541 | $65K | 0.1% | N/A | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 746,061 | $18.82M | 0.0% | +12.6% | 0.695% | |
| 4/29/2025 | Olde Wealth Management LLC | 4,018 | $101K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 42,364 | $1.07M | 0.1% | -11.2% | 0.039% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 44,896 | $1.13M | 0.0% | -17.4% | 0.042% | |
| 4/17/2025 | Missouri Trust & Investment Co | 39,050 | $985K | 0.3% | +4.7% | 0.036% | |
| 4/16/2025 | Parkside Investments LLC | 575,600 | $14.52M | 2.1% | +14.5% | 0.536% | |
| 4/14/2025 | Farther Finance Advisors LLC | 178,692 | $4.52M | 0.1% | +20.8% | 0.166% | |
| 4/10/2025 | Financial Management Professionals Inc. | 7,697 | $194K | 0.0% | -83.8% | 0.007% | |
| 4/8/2025 | Global Financial Private Client LLC | 8,697 | $219K | 0.1% | -7.8% | 0.008% | |
| 4/7/2025 | GAMMA Investing LLC | 39,343 | $992K | 0.0% | +2,422.0% | 0.036% | |
| 4/1/2025 | Confluence Investment Management LLC | 145,414 | $3.67M | 0.1% | -0.5% | 0.131% | |
| 2/17/2025 | Weitzel Financial Services Inc. | 19,837 | $508K | 0.2% | +6.9% | 0.019% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 20,657 | $528K | 0.1% | -2.0% | 0.020% | |
| 2/17/2025 | Captrust Financial Advisors | 28,394 | $726K | 0.0% | +62.9% | 0.028% | |
| 2/17/2025 | Baird Financial Group Inc. | 112,762 | $2.88M | 0.0% | +42.2% | 0.109% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,073,676 | $27.47M | 0.0% | +11.5% | 1.042% | |
| 2/14/2025 | Betterment LLC | 460,793 | $11.79M | 0.0% | +4.4% | 0.447% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 1,311,377 | $33.55M | 0.3% | -1.5% | 1.273% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 111,262 | $2.85M | 0.5% | -4.5% | 0.108% | |
| 2/12/2025 | OLD Mission Capital LLC | 165,517 | $4.23M | 0.1% | +61.8% | 0.161% | |
| 2/12/2025 | Nemes Rush Group LLC | 3,436 | $88K | 0.0% | +117.2% | 0.003% | |
| 2/12/2025 | Summit Financial LLC | 7,869 | $201K | 0.0% | N/A | 0.008% | |
| 2/12/2025 | JPMorgan Chase & Co. | 458,158 | $11.72M | 0.0% | +14.7% | 0.445% | |
| 2/12/2025 | Ariadne Wealth Management LP | 24,800 | $641K | 0.3% | -19.8% | 0.024% | |
| 2/10/2025 | Farther Finance Advisors LLC | 147,942 | $3.78M | 0.1% | +72.5% | 0.144% | |
| 2/6/2025 | M&T Bank Corp | 481,700 | $12.32M | 0.0% | -19.4% | 0.468% | |
| 2/6/2025 | Jones Financial Companies Lllp | 63,911 | $1.64M | 0.0% | +99.7% | 0.062% | |
| 2/5/2025 | SVB Wealth LLC | 39,659 | $1.01M | 0.0% | N/A | 0.039% | |
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| 2/5/2025 | Hilltop Partners LLC | 14,437 | $369K | 0.1% | +27.1% | 0.014% | |
| 2/4/2025 | FourThought Financial Partners LLC | 99,590 | $2.55M | 0.3% | -4.0% | 0.097% | |
| 2/4/2025 | Bank of New York Mellon Corp | 662,561 | $16.95M | 0.0% | +17.7% | 0.643% | |
| 2/4/2025 | Wealthspire Advisors LLC | 443,772 | $11.35M | 0.1% | -50.7% | 0.431% | |
| 2/3/2025 | First Horizon Advisors Inc. | 51,700 | $1.32M | 0.0% | +31,233.3% | 0.050% | |
| 1/30/2025 | Pathway Financial Advisers LLC | 4,026 | $103K | 0.0% | N/A | 0.004% | |
| 1/23/2025 | Strategic Wealth Investment Group LLC | 1,883 | $48K | 0.0% | N/A | 0.002% | |
| 1/23/2025 | Foster & Motley Inc. | 9,155 | $234K | 0.0% | -12.2% | 0.009% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 8,250 | $211K | 0.0% | -35.0% | 0.008% | |
| 1/22/2025 | Strategic Wealth Investment Group LLC | 1,883 | $48K | 0.0% | N/A | 0.002% | |
| 1/22/2025 | Parkside Investments LLC | 502,900 | $12.86M | 1.9% | +5.5% | 0.488% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 54,321 | $1.39M | 0.0% | +30.3% | 0.053% | |
| 1/17/2025 | Missouri Trust & Investment Co | 37,300 | $954K | 0.3% | +10.7% | 0.036% | |
| 1/15/2025 | Financial Management Professionals Inc. | 47,562 | $1.22M | 0.2% | +1.0% | 0.046% | |
| 1/13/2025 | AdvisorNet Financial Inc | 2,284 | $58K | 0.0% | +37.0% | 0.002% | |
| 1/2/2025 | Confluence Investment Management LLC | 146,177 | $3.74M | 0.1% | -5.6% | 0.142% | |
| 12/26/2024 | JPMorgan Chase & Co. | 399,571 | $10.50M | 0.0% | +91.7% | 0.388% | |
| 11/15/2024 | Retirement Investment Advisors Inc. | 8,653 | $227K | 0.0% | -18.5% | 0.008% | |
| 11/13/2024 | Private Trust Co. NA | 47,481 | $1.25M | 0.1% | +7.3% | 0.046% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 21,077 | $554K | 0.1% | -14.0% | 0.020% | |
| 11/8/2024 | Avior Wealth Management LLC | 9,974 | $262K | 0.0% | +31.8% | 0.010% | |
| 11/5/2024 | Missouri Trust & Investment Co | 33,700 | $885K | 0.3% | +71.9% | 0.033% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 189,312 | $4.97M | 0.1% | +4.7% | 0.184% | |
| 11/4/2024 | Kennebec Savings Bank | 938 | $25K | 0.0% | N/A | 0.001% | |
| 11/1/2024 | Able Wealth Management LLC | 44,545 | $1.17M | 0.9% | +14.8% | 0.043% | |
| 10/31/2024 | Confluence Investment Management LLC | 154,833 | $4.07M | 0.1% | -43.5% | 0.150% | |
| 10/31/2024 | Weitzel Financial Services Inc. | 18,549 | $487K | 0.2% | +2.2% | 0.018% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 41,705 | $1.10M | 0.0% | -20.9% | 0.040% | |
| 10/29/2024 | Farther Finance Advisors LLC | 85,749 | $2.25M | 0.1% | +63.5% | 0.083% | |
| 10/24/2024 | Financial Management Professionals Inc. | 47,096 | $1.24M | 0.2% | N/A | 0.046% | |
| 10/10/2024 | Asio Capital LLC | 39,404 | $1.04M | 0.2% | N/A | 0.038% | |
| 10/7/2024 | GAMMA Investing LLC | 1,560 | $41K | 0.0% | N/A | 0.002% | |
| 8/16/2024 | Nemes Rush Group LLC | 2,365 | $60K | 0.0% | +49.5% | 0.002% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 117,960 | $3.00M | 0.5% | -1.1% | 0.115% | |
| 8/13/2024 | Retirement Investment Advisors Inc. | 10,613 | $270K | 0.0% | N/A | 0.010% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 180,772 | $4.60M | 0.1% | -23.3% | 0.176% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 7,360 | $187K | 0.0% | N/A | 0.007% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 24,496 | $623K | 0.1% | -1.8% | 0.024% | |
| 8/6/2024 | Weitzel Financial Services Inc. | 18,145 | $461K | 0.2% | -7.1% | 0.018% | |
| 8/3/2024 | Foster & Motley Inc. | 10,631 | $270K | 0.0% | +6.3% | 0.010% | |
| 8/1/2024 | Hilltop Partners LLC | 11,289 | $287K | 0.1% | +5.6% | 0.011% | |
| 7/31/2024 | Farther Finance Advisors LLC | 52,461 | $1.33M | 0.1% | -16.1% | 0.051% | |
| 7/31/2024 | Private Ocean LLC | 583,026 | $14.83M | 1.3% | -6.9% | 0.566% | |
| 7/26/2024 | Bank of New York Mellon Corp | 485,507 | $12.35M | 0.0% | +29.5% | 0.471% | |
| 7/16/2024 | Aspect Partners LLC | 17,159 | $437K | 0.3% | -2.9% | 0.017% | |
| 7/11/2024 | Manning & Napier Advisors LLC | 71,369 | $1.82M | 0.0% | N/A | 0.069% | |
| 7/11/2024 | Warther Private Wealth LLC | 16,302 | $415K | 0.2% | N/A | 0.016% | |
| 7/11/2024 | Parkside Investments LLC | 409,075 | $10.41M | 1.6% | +31.5% | 0.397% | |
| 7/9/2024 | Lynx Investment Advisory | 3,703 | $94K | 0.1% | N/A | 0.004% | |
| 7/1/2024 | Confluence Investment Management LLC | 273,868 | $6.97M | 0.1% | +3.2% | 0.266% | |
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| 6/11/2024 | EverSource Wealth Advisors LLC | 1,551 | $39K | 0.0% | -37.7% | 0.002% | |
| 5/17/2024 | Aspect Partners LLC | 17,668 | $454K | 0.4% | -2.7% | 0.017% | |
| 5/17/2024 | Comerica Bank | 14,440 | $371K | 0.0% | +6.6% | 0.014% | |
| 5/15/2024 | SVB Wealth LLC | 54,788 | $1.41M | 0.0% | -23.1% | 0.053% | |
| 5/15/2024 | Flow Traders U.S. LLC | 254,670 | $6.54M | 0.4% | N/A | 0.247% | |
| 5/13/2024 | Hilltop Partners LLC | 10,686 | $275K | 0.1% | +7.7% | 0.010% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 44,948 | $1.16M | 0.0% | -40.9% | 0.044% | |
| 4/30/2024 | Naples Money Management LLC | 1,155 | $30K | 0.0% | N/A | 0.001% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 15,076 | $387K | 0.0% | -7.0% | 0.015% | |
| 4/24/2024 | Private Trust Co. NA | 39,077 | $1.00M | 0.1% | -1.4% | 0.038% | |
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