| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 4,521 | $208K | 0.0% | N/A | 0.019% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 48,786 | $2.25M | 0.0% | -1.3% | 0.201% | |
| 2/14/2025 | LGT Financial Advisors LLC | 668 | $31K | 0.1% | -33.2% | 0.003% | |
| 2/14/2025 | Jane Street Group LLC | 52,577 | $2.42M | 0.0% | -86.7% | 0.217% | |
| 2/14/2025 | Lido Advisors LLC | 33,930 | $1.57M | 0.0% | +37.3% | 0.140% | |
| 2/14/2025 | Two Sigma Securities LLC | 5,018 | $231K | 0.0% | -6.0% | 0.021% | |
| 2/14/2025 | MML Investors Services LLC | 60,109 | $2.77M | 0.0% | -8.6% | 0.248% | |
| 2/14/2025 | GeoWealth Management LLC | 8,328 | $384K | 0.0% | -25.9% | 0.034% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 11,266 | $525K | 0.0% | +4.0% | 0.046% | |
| 2/13/2025 | CreativeOne Wealth LLC | 43,263 | $1.99M | 0.1% | +4.3% | 0.178% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,178 | $1.90M | 0.0% | N/A | 0.170% | |
| 2/13/2025 | Renaissance Technologies LLC | 21,100 | $972K | 0.0% | -20.1% | 0.087% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 708,227 | $32.64M | 0.0% | -6.4% | 2.921% | |
| 2/12/2025 | OLD Mission Capital LLC | 94,522 | $4.36M | 0.1% | +93.3% | 0.390% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,943,085 | $366.02M | 0.0% | -45.8% | 32.755% | |
| 2/11/2025 | LPL Financial LLC | 1,449,392 | $66.79M | 0.0% | -2.1% | 5.977% | |
| 2/11/2025 | Wayfinding Financial LLC | 14,885 | $690K | 0.4% | -4.3% | 0.061% | |
| 2/10/2025 | Greenwich Wealth Management LLC | 6,826 | $315K | 0.0% | N/A | 0.028% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 23,756 | $1.10M | 0.0% | +6.0% | 0.098% | |
| 2/10/2025 | Farther Finance Advisors LLC | 8,027 | $370K | 0.0% | -22.6% | 0.033% | |
| 2/7/2025 | HighTower Advisors LLC | 467,260 | $21.53M | 0.0% | +5.4% | 1.927% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 499,008 | $22.99M | 0.8% | -5.4% | 2.058% | |
| 2/6/2025 | Pinnacle Wealth Planning Services Inc. | 93,295 | $4.30M | 0.1% | +6.8% | 0.385% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,178 | $1.90M | 0.0% | N/A | 0.170% | |
| 2/6/2025 | Assetmark Inc. | 260,809 | $12.02M | 0.0% | -16.2% | 1.076% | |
| 2/6/2025 | Mission Wealth Management LP | 82,529 | $3.80M | 0.1% | +1.6% | 0.340% | |
| 2/5/2025 | Private Trust Co. NA | 3,836 | $177K | 0.0% | -14.5% | 0.016% | |
| 2/5/2025 | Simmons Bank | 33,807 | $1.56M | 0.1% | -10.3% | 0.139% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 6,864 | $316K | 0.1% | -24.2% | 0.028% | |
| 2/4/2025 | IFP Advisors Inc | 3,999 | $184K | 0.0% | +6.4% | 0.016% | |
| 2/3/2025 | Sigma Planning Corp | 12,689 | $585K | 0.0% | +49.1% | 0.052% | |
| 2/3/2025 | TBH Global Asset Management LLC | 6,767 | $312K | 0.1% | -48.0% | 0.028% | |
| 1/31/2025 | Global Retirement Partners LLC | 3,921 | $181K | 0.0% | +92.1% | 0.016% | |
| 1/31/2025 | Vawter Financial Ltd. | 53,333 | $2.46M | 1.5% | +7.5% | 0.220% | |
| 1/31/2025 | 5T Wealth LLC | 37,586 | $1.73M | 0.9% | N/A | 0.155% | |
| 1/30/2025 | MN Wealth Advisors LLC | 58,069 | $2.68M | 1.5% | -15.4% | 0.239% | |
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| 1/28/2025 | Windsor Capital Management LLC | 121,506 | $5.60M | 1.7% | -4.9% | 0.501% | |
| 1/24/2025 | Richardson Financial Services Inc. | 2,074 | $96K | 0.1% | -41.0% | 0.009% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 577,637 | $26.62M | 0.1% | -8.2% | 2.382% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 214,997 | $9.91M | 0.3% | -12.0% | 0.887% | |
| 1/17/2025 | Albion Financial Group UT | 29,812 | $1.37M | 0.1% | -4.3% | 0.123% | |
| 1/17/2025 | Missouri Trust & Investment Co | 639 | $29K | 0.0% | N/A | 0.003% | |
| 1/17/2025 | Lockerman Financial Group Inc. | 15,070 | $694K | 1.2% | -9.8% | 0.062% | |
| 1/16/2025 | Royal Fund Management LLC | 96,280 | $4.45M | 0.4% | +4.5% | 0.397% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 28,065 | $1.29M | 0.0% | -19.3% | 0.116% | |
| 1/15/2025 | CGN Advisors LLC | 6,533 | $301K | 0.0% | +24.9% | 0.027% | |
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