| 7/8/2026 | Gradient Investments LLC | 25,878 | $2.76M | 0.0% | +3.6% | 0.498% | |
| 7/6/2026 | Sincerus Advisory LLC | 12,981 | $1.39M | 0.9% | +0.8% | 0.250% | |
| 5/19/2026 | Bank of America Corp DE | 66,469 | $6.15M | 0.0% | -10.7% | 1.231% | |
| 5/7/2026 | Carson Advisory Inc. | 11,900 | $1.10M | 0.6% | +7.2% | 0.220% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 27,504 | $2.54M | 0.6% | -0.7% | 0.509% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 7,228 | $669K | 0.1% | +16.8% | 0.134% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,484 | $415K | 0.0% | +202.8% | 0.083% | |
| 4/28/2026 | Meramec Financial Planners LLC | 1,880 | $190K | 0.1% | -23.1% | 0.035% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 500 | $46K | 0.0% | N/A | 0.009% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 13,409 | $1.30M | 0.0% | +12.2% | 0.258% | |
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| 2/19/2026 | Corient Private Wealth LLC | 4,090 | $395K | 0.0% | -2.7% | 0.079% | |
| 2/18/2026 | SkyView Investment Advisors LLC | 7,785 | $753K | 0.1% | -1.9% | 0.150% | |
| 2/17/2026 | Cetera Investment Advisers | 24,132 | $2.33M | 0.0% | -0.7% | 0.464% | |
| 2/17/2026 | Osaic Holdings Inc. | 31,442 | $3.04M | 0.0% | -0.3% | 0.605% | |
| 2/17/2026 | Royal Bank of Canada | 21,271 | $2.06M | 0.0% | -0.7% | 0.409% | |
| 2/16/2026 | Arkos Global Advisors | 2,743 | $265K | 0.0% | -8.9% | 0.053% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,481 | $143K | 0.0% | N/A | 0.028% | |
| 2/13/2026 | Wells Fargo & Company MN | 22,817 | $2.21M | 0.0% | -1.0% | 0.439% | |
| 2/12/2026 | Jane Street Group LLC | 2,224 | $215K | 0.0% | N/A | 0.043% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 2,945 | $285K | 0.0% | -7.8% | 0.057% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 364,906 | $35.29M | 18.4% | N/A | 7.017% | |
| 2/12/2026 | Betterment LLC | 252,278 | $24.40M | 0.0% | +2.5% | 4.852% | |
| 2/12/2026 | Bank of Montreal Can | 2,917 | $282K | 0.0% | -13.6% | 0.056% | |
| 2/12/2026 | Principal Securities Inc. | 28,875 | $2.79M | 0.0% | +9.0% | 0.555% | |
| 2/11/2026 | LPL Financial LLC | 43,447 | $4.20M | 0.0% | +2.4% | 0.836% | |
| 2/11/2026 | Franklin Resources Inc. | 17,234 | $1.67M | 0.0% | +9.0% | 0.331% | |
| 2/11/2026 | JPMorgan Chase & Co. | 175,430 | $16.96M | 0.0% | -1.8% | 3.374% | |
| 2/11/2026 | Milestone Investment Advisors LLC | 27,687 | $2.68M | 0.6% | +6.0% | 0.532% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 648,784 | $62.73M | 0.0% | -10.3% | 12.477% | |
| 2/10/2026 | Jordan Park Group LLC | 32,619 | $3.15M | 0.2% | -3.9% | 0.627% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 26,645 | $2.58M | 0.0% | +5.8% | 0.512% | |
| 2/9/2026 | Darden Wealth Group Inc | 2,070 | $200K | 0.1% | N/A | 0.040% | |
| 2/6/2026 | HighTower Advisors LLC | 71,932 | $6.96M | 0.0% | -0.6% | 1.383% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 28,912 | $2.80M | 0.0% | +2.2% | 0.556% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 367,953 | $35.58M | 0.0% | +1,361.6% | 7.076% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 39,784 | $3.85M | 0.0% | N/A | 0.765% | |
| 2/4/2026 | Madison Asset Management LLC | 2,916 | $282K | 0.0% | N/A | 0.056% | |
| 2/3/2026 | Ballentine Partners LLC | 255,814 | $24.74M | 0.3% | -1.6% | 4.920% | |
| 2/3/2026 | Equitable Trust Co. | 4,360 | $422K | 0.0% | -8.7% | 0.084% | |
| 1/29/2026 | UBS Group AG | 44,216 | $4.28M | 0.0% | +1.3% | 0.850% | |
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| 1/28/2026 | White Pine Investment CO | 101,624 | $9.83M | 2.3% | -1.0% | 1.954% | |
| 1/27/2026 | Seeds Investor LLC | 4,798 | $464K | 0.1% | +4.3% | 0.092% | |
| 1/27/2026 | Sage Financial Group Inc. | 43,261 | $4.18M | 0.3% | +1.7% | 0.832% | |
| 1/26/2026 | Nottingham Advisors Inc. | 6,229 | $602K | 0.1% | -6.4% | 0.120% | |
| 1/23/2026 | Farther Finance Advisors LLC | 77,111 | $7.46M | 0.1% | +761.9% | 1.483% | |
| 1/23/2026 | Freestone Capital Holdings LLC | 2,420 | $234K | 0.0% | N/A | 0.047% | |
| 1/23/2026 | Valley National Advisers Inc. | 11,646 | $1.13M | 0.2% | +0.9% | 0.224% | |
| 1/21/2026 | Naviter Wealth LLC | 6,630 | $641K | 0.1% | N/A | 0.128% | |
| 1/21/2026 | Hunter Associates Investment Management LLC | 3,355 | $324K | 0.0% | +30.8% | 0.065% | |
| 1/21/2026 | Albion Financial Group UT | 117,581 | $11.37M | 0.7% | -2.3% | 2.261% | |
| 1/9/2026 | Appleton Partners Inc. MA | 4,903 | $474K | 0.0% | +18.8% | 0.094% | |
| 1/8/2026 | Gradient Investments LLC | 25,289 | $2.45M | 0.0% | +5.4% | 0.486% | |
| 1/1/2026 | JPMorgan Chase & Co. | 178,679 | $16.76M | 0.0% | -3.5% | 3.436% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 25,175 | $2.36M | 0.0% | +14.3% | 0.484% | |
| 11/17/2025 | Milestone Investment Advisors LLC | 26,130 | $2.45M | 0.6% | +6.0% | 0.503% | |
| 11/17/2025 | Bank of America Corp DE | 72,678 | $6.82M | 0.0% | -1.4% | 1.398% | |
| 11/17/2025 | Arkos Global Advisors | 3,010 | $282K | 0.0% | -14.0% | 0.058% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,279 | $495K | 0.0% | -8.7% | 0.102% | |
| 11/14/2025 | Creative Planning | 74,394 | $6.98M | 0.0% | -1.8% | 1.431% | |
| 11/14/2025 | Sage Financial Group Inc. | 42,518 | $3.99M | 0.3% | +0.5% | 0.818% | |
| 11/14/2025 | Glenmede Investment Management LP | 955 | $90K | 0.0% | N/A | 0.018% | |
| 11/13/2025 | Betterment LLC | 246,140 | $23.09M | 0.0% | +3.4% | 4.733% | |
| 11/13/2025 | UBS Group AG | 43,643 | $4.09M | 0.0% | -12.1% | 0.839% | |
| 11/13/2025 | Franklin Resources Inc. | 15,809 | $1.48M | 0.0% | +7.0% | 0.304% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 6,057 | $568K | 0.0% | -3.5% | 0.116% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 7,939 | $745K | 0.0% | -2.5% | 0.153% | |
| 11/10/2025 | Citigroup Inc. | 129,261 | $12.12M | 0.0% | +2.9% | 2.486% | |
| 11/10/2025 | Rossby Financial LCC | 1,983 | $186K | 0.1% | +65.0% | 0.038% | |
| 11/7/2025 | JPMorgan Chase & Co. | 178,679 | $16.76M | 0.0% | -3.5% | 3.436% | |
| 11/7/2025 | HighTower Advisors LLC | 72,389 | $6.79M | 0.0% | +2.7% | 1.392% | |
| 11/6/2025 | Carson Advisory Inc. | 11,100 | $1.04M | 0.6% | -1.8% | 0.213% | |
| 11/6/2025 | Caprock Group LLC | 7,205 | $660K | 0.0% | N/A | 0.139% | |
| 11/5/2025 | Appleton Partners Inc. MA | 4,128 | $387K | 0.0% | -16.7% | 0.079% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 116,636 | $10.94M | 0.0% | -7.1% | 2.243% | |
| 11/3/2025 | Jordan Park Group LLC | 33,931 | $3.18M | 0.2% | N/A | 0.653% | |
| 11/3/2025 | Ballentine Partners LLC | 260,010 | $24.39M | 0.3% | +2.6% | 5.000% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 28,302 | $2.66M | 0.0% | -15.3% | 0.544% | |
| 10/28/2025 | Leavell Investment Management Inc. | 113,865 | $10.68M | 0.5% | -2.7% | 2.190% | |
| 10/28/2025 | Richardson Financial Services Inc. | 718 | $67K | 0.0% | -14.7% | 0.014% | |
| 10/28/2025 | Mascoma Wealth Management LLC | 6,189 | $581K | 0.1% | N/A | 0.119% | |
| 10/24/2025 | Equita Financial Network Inc. | 2,403 | $225K | 0.1% | -5.9% | 0.046% | |
| 10/22/2025 | Nottingham Advisors Inc. | 6,657 | $624K | 0.1% | -5.3% | 0.128% | |
| 10/20/2025 | Albion Financial Group UT | 120,298 | $11.28M | 0.7% | +2.5% | 2.313% | |
| 10/17/2025 | Ethic Inc. | 2,179 | $204K | 0.0% | N/A | 0.042% | |
| 10/17/2025 | Valley National Advisers Inc. | 11,539 | $1.08M | 0.2% | +17.0% | 0.222% | |
| 10/14/2025 | White Pine Investment CO | 102,637 | $9.63M | 2.3% | -2.1% | 1.974% | |
| 10/6/2025 | Gradient Investments LLC | 23,991 | $2.25M | 0.0% | -1.3% | 0.461% | |
| 9/4/2025 | Osaic Holdings Inc. | 30,623 | $2.69M | 0.0% | +16.4% | 0.578% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 38,511 | $3.39M | 0.0% | N/A | 0.727% | |
| 8/15/2025 | SkyView Investment Advisors LLC | 8,217 | $718K | 0.1% | -23.4% | 0.155% | |
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| 8/15/2025 | Bank of America Corp DE | 73,725 | $6.48M | 0.0% | -2.1% | 1.391% | |
| 8/14/2025 | Jane Street Group LLC | 4,316 | $379K | 0.0% | N/A | 0.081% | |
| 8/14/2025 | Raymond James Financial Inc. | 11,212 | $986K | 0.0% | +3.7% | 0.212% | |
| 8/14/2025 | Betterment LLC | 238,088 | $20.94M | 0.0% | +46.1% | 4.492% | |
| 8/13/2025 | Portland Global Advisors LLC | 4,880 | $429K | 0.1% | +17.0% | 0.092% | |
| 8/13/2025 | Baird Financial Group Inc. | 2,496 | $219K | 0.0% | N/A | 0.047% | |
| 8/13/2025 | Sonoma Private Wealth LLC | 10,006 | $880K | 1.1% | -4.2% | 0.189% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 22,026 | $1.94M | 0.0% | +5.2% | 0.416% | |
| 8/12/2025 | Franklin Resources Inc. | 14,769 | $1.30M | 0.0% | +2.2% | 0.279% | |
| 8/12/2025 | Seeds Investor LLC | 4,032 | $355K | 0.1% | +16.7% | 0.076% | |