| 8/15/2025 | MML Investors Services LLC | 34,070 | $1.59M | 0.0% | -46.1% | 0.347% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 8,246 | $385K | 0.0% | -98.5% | 0.084% | |
| 8/15/2025 | Bank of America Corp DE | 887,664 | $41.40M | 0.0% | -17.2% | 9.030% | |
| 8/14/2025 | Jane Street Group LLC | 33,305 | $1.55M | 0.0% | +33.8% | 0.339% | |
| 8/14/2025 | Raymond James Financial Inc. | 52,715 | $2.46M | 0.0% | +20.2% | 0.536% | |
| 8/14/2025 | Acorn Wealth Advisors LLC | 7,091 | $331K | 0.1% | +3.4% | 0.072% | |
| 8/13/2025 | Royal Fund Management LLC | 103,486 | $4.83M | 0.5% | +3.6% | 1.053% | |
| 8/13/2025 | Menard Financial Group LLC | 42,510 | $1.98M | 1.2% | -3.4% | 0.432% | |
| 8/13/2025 | CW Advisors LLC | 74,049 | $3.45M | 0.0% | N/A | 0.753% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,334 | $62K | 0.0% | N/A | 0.014% | |
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| 8/13/2025 | WCG Wealth Advisors LLC | 24,105 | $1.12M | 0.1% | -4.0% | 0.245% | |
| 8/13/2025 | Lido Advisors LLC | 22,881 | $1.07M | 0.0% | -39.9% | 0.233% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 1,417 | $66K | 0.0% | +147.3% | 0.014% | |
| 8/12/2025 | CreativeOne Wealth LLC | 30,402 | $1.42M | 0.0% | -32.1% | 0.309% | |
| 8/12/2025 | Global Retirement Partners LLC | 4,528 | $211K | 0.0% | N/A | 0.046% | |
| 8/12/2025 | Vawter Financial Ltd. | 5,717 | $267K | 3.0% | -92.7% | 0.058% | |
| 8/12/2025 | MAI Capital Management | 10,422 | $486K | 0.0% | -9.5% | 0.106% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,089,235 | $97.44M | 0.0% | -4.9% | 21.254% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 103,361 | $4.82M | 0.6% | +5.9% | 1.051% | |
| 8/8/2025 | Cetera Investment Advisers | 74,491 | $3.47M | 0.0% | -48.9% | 0.758% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 541,156 | $25.24M | 0.4% | -4.2% | 5.505% | |
| 8/6/2025 | Simmons Bank | 30,969 | $1.44M | 0.1% | -6.2% | 0.315% | |
| 8/5/2025 | Sigma Planning Corp | 18,450 | $860K | 0.0% | +7.7% | 0.188% | |
| 8/5/2025 | 5T Wealth LLC | 19,335 | $902K | 0.4% | -39.3% | 0.197% | |
| 8/5/2025 | Mission Wealth Management LP | 94,204 | $4.39M | 0.1% | +7.3% | 0.958% | |
| 8/4/2025 | Assetmark Inc. | 140,512 | $6.55M | 0.0% | -43.9% | 1.429% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 320,194 | $14.93M | 0.0% | -58.1% | 3.257% | |
| 7/31/2025 | MN Wealth Advisors LLC | 25,480 | $1.19M | 0.7% | -54.4% | 0.259% | |
| 7/30/2025 | LGT Financial Advisors LLC | 612 | $29K | 0.1% | -32.7% | 0.006% | |
| 7/29/2025 | Private Trust Co. NA | 1,949 | $91K | 0.0% | -50.4% | 0.020% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 4,517 | $211K | 0.0% | N/A | 0.046% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,668 | $218K | 0.0% | N/A | 0.047% | |
| 7/25/2025 | CWM LLC | 9,651 | $450K | 0.0% | +1,975.5% | 0.098% | |
| 7/25/2025 | Richardson Financial Services Inc. | 1,339 | $62K | 0.0% | -37.5% | 0.014% | |
| 7/24/2025 | IFP Advisors Inc | 4,678 | $218K | 0.0% | +18.9% | 0.048% | |
| 7/21/2025 | Ascent Group LLC | 5,475 | $255K | 0.0% | -11.6% | 0.056% | |
| 7/18/2025 | Truist Financial Corp | 4,982 | $232K | 0.0% | -19.4% | 0.051% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 7,893 | $368K | 0.5% | -52.2% | 0.080% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 366,052 | $17.07M | 0.0% | -39.8% | 3.724% | |
| 7/16/2025 | ORG Partners LLC | 4,995 | $232K | 0.0% | N/A | 0.051% | |
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| 7/16/2025 | Blue Oak Capital LLC | 7,603 | $355K | 0.2% | -89.5% | 0.077% | |
| 7/14/2025 | AdvisorNet Financial Inc | 863 | $40K | 0.0% | -45.7% | 0.009% | |
| 7/14/2025 | Park Avenue Securities LLC | 25,947 | $1.21M | 0.0% | -73.6% | 0.264% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,301 | $341K | 0.0% | -36.1% | 0.074% | |
| 7/11/2025 | Windsor Capital Management LLC | 115,019 | $5.36M | 1.6% | -3.0% | 1.170% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 12,041 | $562K | 0.0% | -56.1% | 0.122% | |
| 6/6/2025 | Blue Oak Capital LLC | 72,654 | $3.35M | 1.8% | -3.7% | 0.747% | |
| 5/19/2025 | Jane Street Group LLC | 24,900 | $1.15M | 0.0% | -52.6% | 0.279% | |
| 5/16/2025 | Ascent Group LLC | 6,195 | $285K | 0.0% | -11.6% | 0.069% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,367 | $109K | 0.0% | N/A | 0.027% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 21,160 | $974K | 0.0% | -2.0% | 0.237% | |
| 5/15/2025 | Royal Bank of Canada | 6,133 | $282K | 0.0% | +23.0% | 0.069% | |
| 5/15/2025 | MAI Capital Management | 11,522 | $531K | 0.0% | -8.0% | 0.129% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 97,560 | $4.49M | 0.7% | +4.6% | 1.092% | |
| 5/15/2025 | OLD Mission Capital LLC | 89,610 | $4.13M | 0.1% | -5.2% | 1.003% | |
| 5/14/2025 | CreativeOne Wealth LLC | 44,786 | $2.06M | 0.1% | +3.5% | 0.436% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 25,109 | $1.16M | 0.1% | +29.2% | 0.244% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 564,813 | $26.01M | 0.7% | +13.2% | 5.494% | |
| 5/13/2025 | HighTower Advisors LLC | 473,374 | $21.80M | 0.0% | +1.3% | 4.605% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 10,426 | $480K | 0.0% | N/A | 0.101% | |
| 5/7/2025 | LPL Financial LLC | 1,528,344 | $70.38M | 0.0% | +5.4% | 14.867% | |
| 5/7/2025 | Vawter Financial Ltd. | 77,970 | $3.59M | 2.0% | +46.2% | 0.758% | |
| 5/6/2025 | Assetmark Inc. | 250,256 | $11.52M | 0.0% | -4.0% | 2.434% | |
| 5/6/2025 | Cetera Investment Advisers | 145,839 | $6.72M | 0.0% | +30.4% | 1.419% | |
| 5/2/2025 | Graypoint LLC | 29,284 | $1.35M | 0.1% | +9.4% | 0.285% | |
| 5/2/2025 | Windsor Capital Management LLC | 118,562 | $5.46M | 1.7% | -2.4% | 1.153% | |
| 5/2/2025 | Sigma Planning Corp | 17,134 | $789K | 0.0% | +35.0% | 0.167% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 8,727 | $402K | 0.1% | +27.3% | 0.085% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 764,363 | $35.20M | 0.0% | +7.9% | 7.435% | |
| 4/29/2025 | Simmons Bank | 33,025 | $1.52M | 0.1% | -2.3% | 0.321% | |
| 4/29/2025 | Wayfinding Financial LLC | 15,551 | $716K | 0.3% | +4.5% | 0.151% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,820 | $84K | 0.0% | N/A | 0.018% | |
| 4/25/2025 | Albion Financial Group UT | 51,215 | $2.36M | 0.2% | +71.8% | 0.498% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 216,185 | $9.96M | 0.4% | +0.6% | 2.103% | |
| 4/22/2025 | 5T Wealth LLC | 31,840 | $1.47M | 0.8% | -15.3% | 0.214% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 312,551 | $14.39M | 0.0% | +11.9% | 2.105% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,763 | $265K | 0.0% | -75.7% | 0.039% | |
| 4/21/2025 | MN Wealth Advisors LLC | 55,889 | $2.57M | 1.5% | -3.8% | 0.376% | |
| 4/18/2025 | Wolf Group Capital Advisors | 40,185 | $1.85M | 0.6% | +28.3% | 0.271% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 608,536 | $28.02M | 0.1% | +5.3% | 4.098% | |
| 4/17/2025 | Mission Wealth Management LP | 87,822 | $4.04M | 0.1% | +6.4% | 0.591% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 16,518 | $761K | 1.2% | +9.6% | 0.111% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 9,163 | $422K | 0.0% | -27.1% | 0.062% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,339 | $338K | 0.0% | -19.9% | 0.049% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 46,226 | $2.13M | 1.7% | -1.1% | 0.311% | |
| 4/14/2025 | Farther Finance Advisors LLC | 11,426 | $523K | 0.0% | +42.3% | 0.077% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 216,185 | $9.96M | 0.3% | +0.6% | 1.456% | |
| 4/14/2025 | Park Avenue Securities LLC | 98,262 | $4.53M | 0.1% | +3.0% | 0.662% | |
| 4/10/2025 | CGN Advisors LLC | 5,771 | $266K | 0.0% | -11.7% | 0.039% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,588 | $73K | 0.0% | +68.4% | 0.011% | |
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| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 27,456 | $1.26M | 0.0% | -2.2% | 0.134% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,613 | $74K | 0.1% | N/A | 0.008% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,164 | $422K | 0.0% | -12.4% | 0.045% | |
| 2/27/2025 | Pinnacle Wealth Planning Services Inc. | 93,295 | $4.30M | 0.6% | +6.8% | 0.385% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 532,525 | $24.54M | 0.5% | +8.9% | 2.196% | |
| 2/21/2025 | Ascent Group LLC | 7,010 | $323K | 0.0% | -21.0% | 0.029% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 19,428 | $895K | 0.1% | -1.7% | 0.080% | |
| 2/17/2025 | Visionary Wealth Advisors | 31,639 | $1.46M | 0.1% | N/A | 0.130% | |
| 2/17/2025 | Cetera Investment Advisers | 111,881 | $5.16M | 0.0% | +2.7% | 0.461% | |
| 2/17/2025 | Bank of America Corp DE | 1,013,962 | $46.72M | 0.0% | -24.7% | 4.181% | |
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