| 6/6/2025 | Blue Oak Capital LLC | 120,971 | $12.21M | 6.7% | -1.3% | 0.271% | |
| 5/27/2025 | Jacobi Capital Management LLC | 20,303 | $2.05M | 0.2% | -40.2% | 0.047% | |
| 5/22/2025 | Mattson Financial Services LLC | 18,109 | $1.83M | 0.5% | N/A | 0.042% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,879 | $694K | 0.0% | +22.9% | 0.016% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 78,581 | $7.93M | 1.5% | -0.3% | 0.181% | |
| 5/16/2025 | Ascent Group LLC | 41,927 | $4.23M | 0.2% | +7.2% | 0.097% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 24,966 | $2.52M | 0.0% | -43.9% | 0.058% | |
| 5/16/2025 | Jones Financial Companies Lllp | 834,658 | $84.21M | 0.1% | +249,051.6% | 1.925% | |
| 5/16/2025 | NewEdge Advisors LLC | 439 | $44K | 0.0% | +462.8% | 0.001% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 82,460 | $8.32M | 0.1% | +78.1% | 0.190% | |
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| 5/15/2025 | Royal Bank of Canada | 78,192 | $7.89M | 0.0% | +71.6% | 0.180% | |
| 5/15/2025 | Betterment LLC | 6,538 | $660K | 0.0% | -15.1% | 0.015% | |
| 5/14/2025 | Triad Wealth Partners LLC | 10,780 | $1.09M | 0.3% | N/A | 0.025% | |
| 5/14/2025 | CreativeOne Wealth LLC | 112,949 | $11.40M | 0.3% | +2.5% | 0.263% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 10,713 | $1.08M | 0.1% | -9.3% | 0.025% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 976 | $98K | 0.0% | -33.9% | 0.002% | |
| 5/14/2025 | TFB Advisors LLC | 14,253 | $1.44M | 0.4% | +2.5% | 0.033% | |
| 5/14/2025 | Tradition Wealth Management LLC | 295,440 | $29.81M | 2.6% | +85.0% | 0.689% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 42,102 | $4.25M | 0.0% | +50.5% | 0.098% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,918 | $1.20M | 0.1% | N/A | 0.028% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,373,141 | $138.54M | 3.6% | +13.6% | 3.201% | |
| 5/13/2025 | HighTower Advisors LLC | 9,908 | $1M | 0.0% | +17.9% | 0.023% | |
| 5/12/2025 | JPMorgan Chase & Co. | 4,430,698 | $447.01M | 0.0% | +6.6% | 10.328% | |
| 5/12/2025 | Townsquare Capital LLC | 47,543 | $4.80M | 0.1% | +103.4% | 0.111% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 20,477 | $2.07M | 1.2% | +8.8% | 0.048% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 3,427 | $346K | 0.0% | -41.4% | 0.008% | |
| 5/9/2025 | Empower Advisory Group LLC | 3,172 | $320K | 0.0% | N/A | 0.007% | |
| 5/9/2025 | Bravias Capital Group LLC | 103,879 | $10.48M | 8.5% | +2.8% | 0.242% | |
| 5/8/2025 | IFG Advisory LLC | 179,714 | $18.13M | 1.0% | +0.1% | 0.419% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 2,283 | $230K | 0.1% | N/A | 0.005% | |
| 5/8/2025 | NorthRock Partners LLC | 2,040 | $206K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 600 | $61K | 0.0% | N/A | 0.001% | |
| 5/7/2025 | LPL Financial LLC | 2,806,216 | $283.12M | 0.1% | +17.3% | 6.541% | |
| 5/7/2025 | Semus Wealth Partners LLC | 6,162 | $622K | 0.4% | +2.5% | 0.014% | |
| 5/7/2025 | Drive Wealth Management LLC | 112,547 | $11.36M | 2.7% | +40.1% | 0.262% | |
| 5/6/2025 | Assetmark Inc. | 518,070 | $52.27M | 0.1% | +0.7% | 1.208% | |
| 5/6/2025 | Cetera Investment Advisers | 359,063 | $36.23M | 0.1% | +34.0% | 0.837% | |
| 5/6/2025 | Richardson Financial Services Inc. | 5,958 | $601K | 0.5% | +30.5% | 0.014% | |
| 5/6/2025 | Ignite Planners LLC | 13,758 | $1.39M | 0.3% | +27.0% | 0.032% | |
| 5/5/2025 | Private Advisor Group LLC | 63,423 | $6.40M | 0.0% | -5.9% | 0.148% | |
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| 5/5/2025 | Nwam LLC | 13,529 | $1.37M | 0.1% | -9.0% | 0.032% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 3,019 | $305K | 0.2% | +16.7% | 0.007% | |
| 5/1/2025 | Florida Financial Advisors LLC | 105,715 | $10.67M | 4.2% | -9.9% | 0.246% | |
| 5/1/2025 | CWM LLC | 51,676 | $5.21M | 0.0% | +48.5% | 0.120% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 27,555 | $2.78M | 0.6% | +32.1% | 0.064% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 23,023 | $2.32M | 2.0% | +4.1% | 0.054% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,590,203 | $160.44M | 0.1% | +26.1% | 3.707% | |
| 4/29/2025 | Sutton Place Investors LLC | 19,988 | $2.02M | 1.4% | +5.8% | 0.047% | |
| 4/29/2025 | World Investment Advisors | 4,603 | $464K | 0.0% | +35.9% | 0.011% | |
| 4/29/2025 | Wayfinding Financial LLC | 46,811 | $4.72M | 2.1% | +5.4% | 0.109% | |
| 4/29/2025 | Olde Wealth Management LLC | 9,237 | $931K | 0.3% | +12.5% | 0.022% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 2,789 | $281K | 0.0% | N/A | 0.007% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 29,061 | $2.93M | 0.7% | +5.9% | 0.068% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 15,957 | $1.61M | 0.3% | +14.3% | 0.037% | |
| 4/28/2025 | Private Trust Co. NA | 8,893 | $897K | 0.1% | +14.0% | 0.021% | |
| 4/28/2025 | Rossby Financial LCC | 625 | $62K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 16,770 | $1.69M | 0.2% | N/A | 0.039% | |
| 4/24/2025 | Golden State Wealth Management LLC | 2,173 | $219K | 0.0% | +23.5% | 0.005% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 48,836 | $4.93M | 1.3% | +23.4% | 0.114% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 2,121 | $214K | 0.0% | N/A | 0.005% | |
| 4/23/2025 | Perigon Wealth Management LLC | 400,462 | $40.40M | 1.0% | +0.7% | 0.933% | |
| 4/23/2025 | Golden State Wealth Management LLC | 4,462 | $451K | 0.0% | +153.7% | 0.010% | |
| 4/23/2025 | Spire Wealth Management | 427 | $43K | 0.0% | +98.6% | 0.001% | |
| 4/23/2025 | Archford Capital Strategies LLC | 85,828 | $8.66M | 1.3% | -13.9% | 0.200% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 2,332 | $247K | 0.2% | -23.1% | 0.005% | |
| 4/22/2025 | 5T Wealth LLC | 90,002 | $9.08M | 4.9% | -7.0% | 0.210% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 549,502 | $55.44M | 0.2% | +17.7% | 1.281% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,023 | $709K | 0.0% | -86.7% | 0.017% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 12,279 | $1.24M | 0.0% | +20.5% | 0.029% | |
| 4/21/2025 | MN Wealth Advisors LLC | 270,775 | $27.32M | 16.0% | -8.2% | 0.639% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 723,582 | $73.00M | 4.9% | +2.6% | 1.707% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 275,608 | $27.81M | 1.0% | +3.2% | 0.650% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 3,169,322 | $319.75M | 0.9% | N/A | 7.475% | |
| 4/17/2025 | Fortis Advisors LLC | 3,083 | $311K | 0.2% | -12.0% | 0.007% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 28,918 | $2.92M | 4.4% | +28.1% | 0.068% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,719 | $779K | 0.0% | -18.3% | 0.018% | |
| 4/16/2025 | Kelly Financial Group LLC | 437,361 | $44.13M | 7.5% | +10.5% | 1.032% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 15,607 | $1.52M | 0.7% | +18.7% | 0.037% | |
| 4/15/2025 | Kelly Financial Services LLC | 3,993 | $403K | 0.1% | +19.6% | 0.009% | |
| 4/14/2025 | Farther Finance Advisors LLC | 32,657 | $3.31M | 0.1% | +32.5% | 0.077% | |
| 4/14/2025 | Park Avenue Securities LLC | 207,284 | $20.91M | 0.3% | +33.8% | 0.489% | |
| 4/11/2025 | GGM Financials LLC | 4,362 | $440K | 0.3% | -39.7% | 0.010% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 47,659 | $4.81M | 0.8% | +1.6% | 0.112% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 22,892 | $2.31M | 1.1% | +8.8% | 0.054% | |
| 4/9/2025 | Paladin Wealth LLC | 18,225 | $1.84M | 1.7% | N/A | 0.043% | |
| 4/9/2025 | Flagstar Advisors Inc. | 3,002 | $303K | 0.1% | +31.4% | 0.007% | |
| 4/9/2025 | Gradient Investments LLC | 564,311 | $56.93M | 1.1% | N/A | 1.331% | |
| 4/3/2025 | Adirondack Trust Co. | 2,342 | $236K | 0.1% | +353.9% | 0.006% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 86,663 | $8.74M | 0.3% | +4.0% | 0.212% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 2,332 | $247K | 0.2% | N/A | 0.006% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,450 | $1.00M | 0.0% | +2.1% | 0.023% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 15,743 | $1.67M | 0.1% | +78.2% | 0.046% | |
| 2/24/2025 | Ameriflex Group Inc. | 333 | $36K | 0.0% | N/A | 0.001% | |
| 2/21/2025 | Ascent Group LLC | 39,122 | $4.14M | 0.3% | -2.3% | 0.115% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 11,811 | $1.25M | 0.1% | -2.3% | 0.035% | |
| 2/17/2025 | Two Sigma Investments LP | 114,900 | $12.17M | 0.0% | N/A | 0.337% | |
| 2/17/2025 | Cambridge Investment Research Advisors Inc. | 467,055 | $49.47M | 0.2% | -4.5% | 1.370% | |
| 2/17/2025 | Cetera Investment Advisers | 267,941 | $28.38M | 0.1% | +22.7% | 0.786% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 1,013 | $107K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Bank of America Corp DE | 45,199 | $4.79M | 0.0% | +294.5% | 0.133% | |
