| 5/19/2025 | Jane Street Group LLC | 68,495 | $3.41M | 0.0% | -14.2% | 1.278% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,406 | $767K | 0.0% | +14.7% | 0.287% | |
| 5/15/2025 | EP Wealth Advisors LLC | 315,156 | $15.70M | 0.1% | +4.3% | 5.880% | |
| 5/15/2025 | Betterment LLC | 736,344 | $36.67M | 0.1% | +60.1% | 13.738% | |
| 5/15/2025 | OLD Mission Capital LLC | 6,504 | $324K | 0.0% | N/A | 0.121% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 4,841 | $241K | 0.0% | N/A | 0.090% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 61,887 | $3.08M | 0.0% | +9.1% | 1.155% | |
| 5/14/2025 | Flow Traders U.S. LLC | 14,374 | $716K | 0.0% | N/A | 0.268% | |
| 5/13/2025 | Raymond James Financial Inc. | 119,450 | $5.95M | 0.0% | +6.7% | 2.229% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,523 | $76K | 0.1% | N/A | 0.028% | |
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| 5/9/2025 | PNC Financial Services Group Inc. | 207,948 | $10.36M | 0.0% | +4.5% | 3.880% | |
| 5/8/2025 | Modera Wealth Management LLC | 73,220 | $3.65M | 0.0% | -5.6% | 1.366% | |
| 5/6/2025 | Cetera Investment Advisers | 4,054 | $202K | 0.0% | -43.9% | 0.076% | |
| 4/30/2025 | Vested Financial Planning LLC | 4,173 | $208K | 0.2% | -27.2% | 0.076% | |
| 4/29/2025 | Fairway Wealth LLC | 9,706 | $483K | 0.1% | +91.4% | 0.178% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 213,432 | $10.63M | 0.0% | +1.7% | 3.909% | |
| 4/22/2025 | Consolidated Planning Corp | 24,540 | $1.22M | 0.2% | +11.6% | 0.449% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 5,398 | $269K | 0.0% | +7.6% | 0.099% | |
| 4/17/2025 | Mission Wealth Management LP | 161,780 | $8.06M | 0.2% | -1.8% | 2.963% | |
| 4/11/2025 | First Affirmative Financial Network | 7,974 | $397K | 0.2% | +4.1% | 0.153% | |
| 4/7/2025 | AdvisorNet Financial Inc | 3,680 | $183K | 0.0% | N/A | 0.071% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,048 | $253K | 0.0% | N/A | 0.100% | |
| 2/27/2025 | Skyline Advisors Inc. | 8,577 | $429K | 0.2% | N/A | 0.171% | |
| 2/17/2025 | Focus Partners Wealth | 33,470 | $1.68M | 0.0% | N/A | 0.795% | |
| 2/17/2025 | Ellevest Inc. | 131,506 | $6.58M | 0.4% | +1,021.2% | 3.124% | |
| 2/17/2025 | Fiduciary Trust Co | 33,382 | $1.67M | 0.0% | +43.0% | 0.793% | |
| 2/17/2025 | Clarity Asset Management Inc. | 1,949 | $98K | 0.1% | N/A | 0.046% | |
| 2/17/2025 | EP Wealth Advisors LLC | 302,100 | $15.13M | 0.1% | +7.2% | 7.176% | |
| 2/17/2025 | Cetera Investment Advisers | 7,230 | $362K | 0.0% | -9.7% | 0.172% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 2,003 | $101K | 0.0% | +149.4% | 0.048% | |
| 2/14/2025 | Jane Street Group LLC | 79,848 | $4.00M | 0.0% | +224.8% | 1.897% | |
| 2/14/2025 | Betterment LLC | 460,029 | $23.03M | 0.1% | +60.0% | 10.927% | |
| 2/14/2025 | GeoWealth Management LLC | 93,618 | $4.69M | 0.2% | -8.2% | 2.224% | |
| 2/13/2025 | NewEdge Advisors LLC | 13,436 | $673K | 0.0% | +65.3% | 0.319% | |
| 2/13/2025 | Seeds Investor LLC | 76,611 | $3.84M | 1.1% | N/A | 1.820% | |
| 2/13/2025 | Raymond James Financial Inc. | 111,912 | $5.60M | 0.0% | N/A | 2.658% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 209,829 | $10.51M | 0.0% | +0.4% | 4.984% | |
| 2/12/2025 | JPMorgan Chase & Co. | 520,523 | $26.06M | 0.0% | -2.2% | 12.364% | |
| 2/11/2025 | LPL Financial LLC | 18,835 | $943K | 0.0% | +9.4% | 0.447% | |
| 2/10/2025 | Wealth Architects LLC | 18,548 | $929K | 0.1% | +36.9% | 0.441% | |
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| 2/7/2025 | Fairway Wealth LLC | 5,071 | $254K | 0.1% | N/A | 0.120% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 198,992 | $9.96M | 0.0% | -3.4% | 4.727% | |
| 2/6/2025 | Raymond James Financial Inc. | 111,912 | $5.60M | 0.0% | N/A | 2.658% | |
| 2/6/2025 | Mission Wealth Management LP | 164,757 | $8.25M | 0.2% | +0.5% | 3.913% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,468 | $524K | 0.0% | +59.3% | 0.249% | |
| 2/6/2025 | Modera Wealth Management LLC | 77,604 | $3.89M | 0.0% | -0.4% | 1.843% | |
| 1/29/2025 | Consolidated Planning Corp | 21,981 | $1.10M | 0.1% | +1.5% | 0.522% | |
| 1/29/2025 | Vested Financial Planning LLC | 5,733 | $287K | 0.3% | N/A | 0.136% | |
| 1/23/2025 | First Affirmative Financial Network | 7,659 | $384K | 0.2% | -3.0% | 0.182% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 5,019 | $251K | 0.0% | N/A | 0.119% | |
| 1/15/2025 | StoneCrest Wealth Management Inc. | 10,493 | $525K | 0.3% | -65.4% | 0.249% | |
| 1/8/2025 | International Assets Investment Management LLC | 5,900 | $296K | 0.0% | N/A | 0.140% | |
| 12/26/2024 | JPMorgan Chase & Co. | 531,983 | $27.15M | 0.0% | +0.1% | 12.636% | |
| 11/15/2024 | EP Wealth Advisors LLC | 281,696 | $14.38M | 0.1% | +6.2% | 6.691% | |
| 11/15/2024 | Jane Street Group LLC | 24,581 | $1.25M | 0.0% | N/A | 0.584% | |
| 11/14/2024 | Flow Traders U.S. LLC | 11,183 | $571K | 0.0% | -45.7% | 0.266% | |
| 11/14/2024 | Fiduciary Trust Co | 23,348 | $1.19M | 0.0% | +1.3% | 0.555% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 205,967 | $10.51M | 0.0% | -0.9% | 4.892% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 803 | $41K | 0.0% | N/A | 0.019% | |
| 10/31/2024 | Consolidated Planning Corp | 21,651 | $1.11M | 0.2% | +13.8% | 0.514% | |
| 10/24/2024 | Modera Wealth Management LLC | 77,932 | $3.98M | 0.1% | -0.4% | 1.851% | |
| 10/10/2024 | First Affirmative Financial Network | 7,892 | $403K | 0.2% | N/A | 0.187% | |
| 10/8/2024 | StoneCrest Wealth Management Inc. | 30,367 | $1.55M | 1.1% | N/A | 0.721% | |
| 8/19/2024 | EP Wealth Advisors LLC | 265,307 | $13.34M | 0.1% | +2.7% | 6.302% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 60,111 | $3.02M | 0.0% | -1.4% | 1.428% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 210,808 | $10.60M | 0.0% | +0.9% | 5.007% | |
| 8/2/2024 | Consolidated Planning Corp | 19,028 | $957K | 0.2% | +3.2% | 0.452% | |
| 7/29/2024 | Modera Wealth Management LLC | 78,217 | $3.93M | 0.1% | +1.5% | 1.858% | |
| 7/23/2024 | GYL Financial Synergies LLC | 33,340 | $1.68M | 0.1% | +10.9% | 0.792% | |
| 5/24/2024 | Cetera Advisors LLC | 4,327 | $218K | 0.0% | N/A | 0.103% | |
| 5/16/2024 | Jane Street Group LLC | 77,270 | $3.89M | 0.0% | -36.1% | 1.835% | |
| 5/14/2024 | EP Wealth Advisors LLC | 258,435 | $13.02M | 0.2% | +4.8% | 6.139% | |
| 5/2/2024 | Consolidated Planning Corp | 18,446 | $929K | 0.2% | N/A | 0.438% | |
| 5/1/2024 | Mission Wealth Management LP | 172,325 | $8.68M | 0.2% | -5.8% | 4.093% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 81,674 | $4.12M | 0.0% | N/A | 1.940% | |
| 4/2/2024 | M&R Capital Management Inc. | 3,229 | $163K | 0.0% | -22.9% | 0.000% | |
| 2/28/2024 | EP Wealth Advisors LLC | 246,509 | $12.46M | 0.2% | -15.3% | 0.000% | |
| 2/12/2024 | Fiduciary Trust Co | 16,672 | $842K | 0.0% | +11.9% | 0.000% | |
| 2/6/2024 | MeadowBrook Investment Advisors LLC | 653 | $33K | 0.0% | N/A | 0.000% | |
| 2/6/2024 | Legacy Financial Advisors Inc. | 4,285 | $216K | 0.0% | -19.6% | 0.000% | |
| 2/5/2024 | Mission Wealth Management LP | 182,939 | $9.24M | 0.3% | -6.4% | 0.000% | |
| 2/5/2024 | First Ascent Asset Management LLC | 85,355 | $4.31M | 0.5% | +28.9% | 0.000% | |
| 1/2/2024 | M&R Capital Management Inc. | 4,186 | $212K | 0.1% | N/A | 0.000% | |
| 11/30/2023 | Modera Wealth Management LLC | 60,779 | $2.93M | 0.0% | N/A | 0.000% | |
| 11/24/2023 | EP Wealth Advisors LLC | 291,185 | $14.01M | 0.2% | N/A | 0.000% | |
| 11/16/2023 | Belpointe Asset Management LLC | 17,081 | $822K | 0.1% | N/A | 0.000% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 205,544 | $9.89M | 0.0% | N/A | 0.000% | |
| 11/8/2023 | First Ascent Asset Management LLC | 66,243 | $3.19M | 0.4% | N/A | 0.000% | |
| 11/6/2023 | GYL Financial Synergies LLC | 23,941 | $1.15M | 0.1% | N/A | 0.000% | |
| 10/30/2023 | Amarillo National Bank | 14,207 | $684K | 0.1% | N/A | 0.000% | |
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| 10/26/2023 | Altfest L J & Co. Inc. | 6,712 | $323K | 0.1% | N/A | 0.000% | |
| 10/24/2023 | Mission Wealth Management LP | 195,392 | $9.40M | 0.3% | N/A | 0.000% | |
