| 7/24/2025 | Eastern Bank | 3,411 | $174K | 0.0% | N/A | 0.008% | |
| 7/23/2025 | Values Added Financial LLC | 11,537 | $588K | 0.3% | -13.8% | 0.027% | |
| 7/22/2025 | Gemmer Asset Management LLC | 407,142 | $20.74M | 1.9% | +1.7% | 0.937% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 5,465 | $278K | 0.0% | -7.8% | 0.013% | |
| 7/22/2025 | Financial Insights Inc. | 7,266 | $370K | 0.1% | N/A | 0.017% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 4,942 | $252K | 0.1% | +5.3% | 0.011% | |
| 7/18/2025 | Trust Co. of Vermont | 11,371 | $579K | 0.0% | +2.3% | 0.026% | |
| 7/18/2025 | Marino Stram & Associates LLC | 42,335 | $2.16M | 0.4% | +17.3% | 0.097% | |
| 7/18/2025 | PFG Investments LLC | 25,603 | $1.30M | 0.1% | -2.3% | 0.059% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 131,654 | $6.71M | 0.7% | -2.2% | 0.303% | |
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| 7/18/2025 | Truist Financial Corp | 18,625 | $949K | 0.0% | -28.5% | 0.043% | |
| 7/17/2025 | Enclave Advisors LLC | 12,705 | $647K | 0.1% | -2.3% | 0.029% | |
| 7/17/2025 | Avior Wealth Management LLC | 11,579 | $590K | 0.0% | N/A | 0.027% | |
| 7/15/2025 | Ballentine Partners LLC | 4,734 | $241K | 0.0% | -13.1% | 0.011% | |
| 7/15/2025 | Maseco LLP | 36,672 | $1.86M | 0.1% | N/A | 0.084% | |
| 7/15/2025 | Retirement Income Solutions Inc | 178,080 | $9.07M | 1.7% | -6.8% | 0.409% | |
| 7/15/2025 | Boyd Wealth Management LLC | 37,365 | $1.90M | 0.8% | +19.7% | 0.086% | |
| 7/11/2025 | Farther Finance Advisors LLC | 627 | $32K | 0.0% | +85.0% | 0.001% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 10,500 | $535K | 0.1% | +4.0% | 0.024% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 17,595 | $905K | 0.0% | -3.9% | 0.040% | |
| 7/10/2025 | Focus Financial Network Inc. | 14,343 | $730K | 0.0% | -15.0% | 0.033% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 19,830 | $1.01M | 0.2% | -1.0% | 0.046% | |
| 7/8/2025 | First National Corp MA ADV | 22,986 | $1.17M | 0.2% | +3.5% | 0.053% | |
| 7/8/2025 | MRA Advisory Group | 7,227 | $368K | 0.2% | +32.6% | 0.017% | |
| 7/8/2025 | Parallel Advisors LLC | 1,200 | $61K | 0.0% | -28.2% | 0.003% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 72,472 | $3.69M | 1.5% | +4.1% | 0.167% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 29,160 | $1.33M | 0.0% | -71.4% | 0.067% | |
| 6/6/2025 | eCIO Inc. | 23,296 | $1.07M | 0.4% | N/A | 0.054% | |
| 5/16/2025 | Bell Investment Advisors Inc | 21,014 | $961K | 0.2% | +5.6% | 0.048% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 29,160 | $1.33M | 0.0% | -71.4% | 0.067% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 6,531 | $299K | 0.0% | -59.9% | 0.015% | |
| 5/15/2025 | Flputnam Investment Management Co. | 72,819 | $3.33M | 0.1% | -5.8% | 0.167% | |
| 5/15/2025 | Royal Bank of Canada | 210,298 | $9.62M | 0.0% | -3.8% | 0.482% | |
| 5/15/2025 | Betterment LLC | 1,934,050 | $88.48M | 0.2% | +0.0% | 4.434% | |
| 5/15/2025 | Baird Financial Group Inc. | 50,056 | $2.29M | 0.0% | -1.9% | 0.115% | |
| 5/14/2025 | Comerica Bank | 6,851 | $313K | 0.0% | -3.8% | 0.016% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 13,366 | $611K | 0.1% | +22.7% | 0.031% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,879 | $132K | 0.0% | +14.8% | 0.007% | |
| 5/14/2025 | Douglass Winthrop Advisors LLC | 8,000 | $366K | 0.0% | -3.5% | 0.018% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 20,229 | $925K | 0.0% | +3.2% | 0.046% | |
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| 5/14/2025 | Partners Capital Investment Group LLP | 839,585 | $38.41M | 0.7% | +39.9% | 1.925% | |
| 5/14/2025 | Forefront Analytics LLC | 203,859 | $9.33M | 10.7% | +64.1% | 0.467% | |
| 5/13/2025 | WESCAP Management Group Inc. | 20,336 | $930K | 0.2% | -4.7% | 0.047% | |
| 5/13/2025 | HighTower Advisors LLC | 39,891 | $1.83M | 0.0% | -2.9% | 0.091% | |
| 5/12/2025 | Operose Advisors LLC | 15,880 | $727K | 0.2% | -14.4% | 0.036% | |
| 5/12/2025 | JFG Wealth Management LLC | 58,237 | $2.66M | 0.6% | -1.2% | 0.134% | |
| 5/12/2025 | Alesco Advisors LLC | 23,050 | $1.06M | 0.0% | -2.3% | 0.053% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,549 | $940K | 0.0% | +148.3% | 0.047% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 479,684 | $21.95M | 0.0% | -0.3% | 1.099% | |
| 5/8/2025 | TIAA Trust National Association | 6,186 | $283K | 0.0% | -6.6% | 0.014% | |
| 5/8/2025 | Commerce Bank | 16,735 | $766K | 0.0% | +12.0% | 0.038% | |
| 5/8/2025 | Harbour Investments Inc. | 90,529 | $4.14M | 0.1% | +6.7% | 0.207% | |
| 5/7/2025 | TCTC Holdings LLC | 3,000 | $137K | 0.0% | N/A | 0.007% | |
| 5/7/2025 | Oxler Private Wealth LLC | 36,909 | $1.69M | 0.6% | -3.3% | 0.085% | |
| 5/7/2025 | LPL Financial LLC | 472,673 | $21.63M | 0.0% | -2.5% | 1.083% | |
| 5/7/2025 | Windmill Hill Asset Management Ltd | 5,932,425 | $271.41M | 84.0% | +13.1% | 13.591% | |
| 5/6/2025 | Cetera Investment Advisers | 17,544 | $803K | 0.0% | +6.7% | 0.040% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,226 | $559K | 0.0% | +2.1% | 0.028% | |
| 5/6/2025 | Retirement Income Solutions Inc | 191,130 | $8.74M | 1.8% | -3.3% | 0.438% | |
| 5/6/2025 | PFG Advisors | 49,033 | $2.24M | 0.1% | -6.7% | 0.112% | |
| 5/2/2025 | Bailard Inc. | 32,360 | $1.48M | 0.0% | +10.0% | 0.074% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 29,954 | $1.36M | 0.1% | +34.6% | 0.069% | |
| 5/2/2025 | Wealthfront Advisers LLC | 24,306 | $1.11M | 0.0% | -13.0% | 0.056% | |
| 5/2/2025 | Apollon Wealth Management LLC | 4,644 | $212K | 0.0% | -8.6% | 0.011% | |
| 5/1/2025 | Gould Asset Management LLC CA | 177,104 | $8.10M | 1.7% | -0.1% | 0.406% | |
| 5/1/2025 | Bleakley Financial Group LLC | 14,387 | $658K | 0.0% | +67.7% | 0.033% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 22,380 | $1.02M | 0.1% | -1.8% | 0.051% | |
| 5/1/2025 | Ballentine Partners LLC | 5,450 | $249K | 0.0% | +15.1% | 0.012% | |
| 4/30/2025 | Cerity Partners LLC | 112,747 | $5.16M | 0.0% | -1.8% | 0.258% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 13,064 | $598K | 0.0% | +13.6% | 0.030% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 9,039 | $414K | 0.1% | +19.5% | 0.021% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 40,676 | $1.86M | 0.0% | -29.8% | 0.093% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 1,766 | $81K | 0.0% | +48.9% | 0.004% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,422,397 | $65.08M | 0.0% | -1.4% | 3.259% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 33,072 | $1.51M | 0.0% | -3.4% | 0.076% | |
| 4/29/2025 | Values Added Financial LLC | 13,377 | $612K | 0.3% | +23.0% | 0.031% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 68,365 | $3.13M | 0.9% | -2.4% | 0.157% | |
| 4/28/2025 | Sensible Financial Planning & Management LLC. | 386,855 | $17.70M | 3.5% | +1.3% | 0.886% | |
| 4/28/2025 | Fiduciary Group LLC | 9,385 | $429K | 0.0% | -15.8% | 0.022% | |
| 4/25/2025 | Spinnaker Trust | 301,245 | $13.78M | 0.9% | +1.2% | 0.690% | |
| 4/25/2025 | Essex Financial Services Inc. | 24,546 | $1.12M | 0.1% | +5.5% | 0.056% | |
| 4/24/2025 | Golden State Wealth Management LLC | 7,960 | $364K | 0.1% | -9.9% | 0.018% | |
| 4/24/2025 | Trust Co. of Vermont | 11,120 | $509K | 0.0% | -3.7% | 0.025% | |
| 4/24/2025 | Boyd Wealth Management LLC | 31,224 | $1.43M | 0.7% | -18.5% | 0.072% | |
| 4/24/2025 | 4Thought Financial Group Inc. | 4,692 | $215K | 0.1% | -10.9% | 0.011% | |
| 4/23/2025 | Golden State Wealth Management LLC | 7,960 | $364K | 0.0% | -9.9% | 0.018% | |
| 4/23/2025 | First Pacific Financial | 7,436 | $340K | 0.1% | -7.8% | 0.017% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 128,004 | $5.86M | 0.0% | -7.4% | 0.293% | |
| 4/22/2025 | Matrix Asset Advisors Inc. NY | 13,348 | $611K | 0.1% | -5.0% | 0.031% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 134,556 | $6.16M | 0.8% | -2.6% | 0.308% | |
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| 4/21/2025 | Marino Stram & Associates LLC | 36,098 | $1.65M | 0.4% | +9.0% | 0.083% | |
| 4/17/2025 | Cornerstone Wealth Advisors Inc. | 8,084 | $370K | 0.1% | +20.9% | 0.019% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 26,511 | $1.21M | 0.2% | -3.8% | 0.061% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 18,317 | $838K | 0.0% | +4.6% | 0.042% | |
| 4/15/2025 | Rockingstone Advisors LLC | 4,510 | $206K | 0.1% | -41.2% | 0.010% | |
| 4/14/2025 | IMC Chicago LLC | 32,248 | $1.48M | 0.0% | N/A | 0.074% | |
| 4/14/2025 | Gemmer Asset Management LLC | 400,407 | $18.32M | 1.8% | +3.2% | 0.915% | |
| 4/11/2025 | First National Corp MA ADV | 22,206 | $1.02M | 0.2% | +1.7% | 0.051% | |
| 4/11/2025 | Enclave Advisors LLC | 13,001 | $595K | 0.1% | -11.7% | 0.030% | |
| 4/9/2025 | NBC Securities Inc. | 960 | $43K | 0.0% | N/A | 0.002% | |
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