| 5/19/2025 | Jane Street Group LLC | 10,008 | $456K | 0.0% | N/A | 0.250% | |
| 5/14/2025 | CreativeOne Wealth LLC | 7,396 | $337K | 0.0% | -3.0% | 0.183% | |
| 5/14/2025 | Orion Capital Management LLC | 7,430 | $338K | 0.1% | -6.3% | 0.183% | |
| 5/14/2025 | Kestra Advisory Services LLC | 33,229 | $1.51M | 0.0% | -43.1% | 0.820% | |
| 5/13/2025 | HighTower Advisors LLC | 102,679 | $4.68M | 0.0% | +14.6% | 2.535% | |
| 5/12/2025 | Benjamin Edwards Inc. | 11,197 | $510K | 0.0% | +12.7% | 0.276% | |
| 5/12/2025 | Integrity Financial Corp WA | 4,123 | $188K | 0.1% | -16.2% | 0.102% | |
| 5/9/2025 | WealthShield Partners LLC | 4,294 | $196K | 0.0% | N/A | 0.106% | |
| 5/8/2025 | Castellan Group | 8,728 | $397K | 0.1% | -11.0% | 0.216% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,094 | $232K | 0.0% | -8.6% | 0.126% | |
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| 5/8/2025 | FSA Advisors Inc. | 17,768 | $809K | 0.6% | +42.1% | 0.439% | |
| 5/7/2025 | Vantage Financial Partners LLC | 10,445 | $476K | 0.1% | -3.3% | 0.258% | |
| 5/6/2025 | Cetera Investment Advisers | 41,193 | $1.88M | 0.0% | +49.5% | 1.017% | |
| 5/6/2025 | AE Wealth Management LLC | 2,328 | $106K | 0.0% | -11.2% | 0.057% | |
| 5/6/2025 | Summit Wealth Partners LLC | 8,349 | $380K | 0.1% | N/A | 0.206% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 39,394 | $1.79M | 0.3% | +13.5% | 0.973% | |
| 5/2/2025 | Sigma Planning Corp | 11,584 | $527K | 0.0% | +3.0% | 0.286% | |
| 5/1/2025 | Corrado Advisors LLC | 20,351 | $927K | 0.6% | N/A | 0.502% | |
| 4/30/2025 | Cerity Partners LLC | 86,609 | $3.94M | 0.0% | +110.7% | 2.138% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 6,731 | $307K | 0.0% | -50.8% | 0.166% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 52,853 | $2.41M | 0.0% | +143.5% | 1.305% | |
| 4/29/2025 | Penserra Capital Management LLC | 388,492 | $17.69M | 0.3% | +17.2% | 9.592% | |
| 4/29/2025 | Macroview Investment Management LLC | 139,724 | $6.36M | 5.9% | N/A | 3.450% | |
| 4/29/2025 | Strategic Blueprint LLC | 13,311 | $606K | 0.0% | -31.4% | 0.329% | |
| 4/29/2025 | Brookstone Capital Management | 32,885 | $1.50M | 0.0% | +319.8% | 0.812% | |
| 4/28/2025 | Weaver Consulting Group | 17,074 | $778K | 0.2% | +103.3% | 0.422% | |
| 4/23/2025 | Spire Wealth Management | 37,959 | $1.73M | 0.1% | +32.1% | 0.937% | |
| 4/23/2025 | IMG Wealth Management Inc. | 1,478 | $67K | 0.1% | N/A | 0.036% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 20,734 | $944K | 0.2% | +1.6% | 0.512% | |
| 4/23/2025 | Continuum Advisory LLC | 5,776 | $263K | 0.0% | +9.9% | 0.143% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 35,778 | $1.63M | 0.0% | -5.0% | 0.873% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 14,833 | $675K | 0.3% | -4.5% | 0.362% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 7,709 | $351K | 0.0% | N/A | 0.188% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,188 | $1.01M | 0.0% | -7.3% | 0.541% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,036 | $275K | 0.0% | -50.2% | 0.147% | |
| 4/15/2025 | Chris Bulman Inc | 21,270 | $969K | 0.6% | N/A | 0.519% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 28,480 | $1.30M | 0.4% | +22.5% | 0.695% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,578 | $346K | 0.0% | N/A | 0.185% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 414,955 | $18.90M | 5.3% | +8.3% | 10.121% | |
| 4/14/2025 | BCS Wealth Management | 10,709 | $488K | 0.1% | +3.0% | 0.261% | |
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| 4/11/2025 | KFG Wealth Management LLC | 4,542 | $207K | 0.0% | N/A | 0.111% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 8,300 | $378K | 0.3% | -5.7% | 0.202% | |
| 4/10/2025 | Secure Asset Management LLC | 6,038 | $275K | 0.1% | N/A | 0.147% | |
| 4/9/2025 | Buska Wealth Management LLC | 7,583 | $345K | 0.1% | -4.7% | 0.185% | |
| 4/9/2025 | RFG Advisory LLC | 11,683 | $532K | 0.0% | -36.3% | 0.285% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 35,436 | $1.61M | 0.1% | +34.1% | 0.864% | |
| 4/8/2025 | Lantz Financial LLC | 28,035 | $1.28M | 0.3% | +59.0% | 0.684% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 7,791 | $359K | 0.1% | N/A | 0.215% | |
| 3/4/2025 | Buska Wealth Management LLC | 7,954 | $367K | 0.1% | -11.9% | 0.219% | |
| 2/19/2025 | Blue Sky Capital Consultants Group Inc. | 7,853 | $362K | 0.2% | N/A | 0.175% | |
| 2/18/2025 | Retirement Planning Group LLC | 115,066 | $5.31M | 0.3% | -0.3% | 2.557% | |
| 2/18/2025 | Novem Group | 18,469 | $852K | 0.1% | N/A | 0.410% | |
| 2/17/2025 | Vista Investment Management | 6,247 | $288K | 0.1% | -5.7% | 0.139% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,017 | $47K | 0.0% | -91.2% | 0.023% | |
| 2/17/2025 | Cetera Investment Advisers | 27,558 | $1.27M | 0.0% | -7.7% | 0.612% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 19,024 | $878K | 0.0% | -11.6% | 0.423% | |
| 2/14/2025 | Lido Advisors LLC | 4,604 | $212K | 0.0% | N/A | 0.102% | |
| 2/14/2025 | Beck Capital Management LLC | 23,282 | $1.07M | 0.3% | -2.9% | 0.517% | |
| 2/14/2025 | WPWealth LLP | 7,856 | $362K | 0.1% | -22.9% | 0.175% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,624 | $352K | 0.0% | N/A | 0.169% | |
| 2/13/2025 | Townsquare Capital LLC | 4,632 | $214K | 0.0% | -46.5% | 0.103% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,931 | $2.17M | 0.0% | N/A | 1.043% | |
| 2/13/2025 | Cerity Partners LLC | 41,107 | $1.90M | 0.0% | -7.1% | 0.913% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 21,707 | $1.00M | 0.0% | -52.6% | 0.482% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,604 | $1.04M | 0.0% | +32.6% | 0.502% | |
| 2/12/2025 | Bullseye Investment Management LLC | 5,514 | $254K | 0.2% | -73.3% | 0.123% | |
| 2/12/2025 | JPMorgan Chase & Co. | 718 | $33K | 0.0% | -96.0% | 0.016% | |
| 2/11/2025 | LPL Financial LLC | 21,961 | $1.01M | 0.0% | +4.1% | 0.488% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 78,711 | $3.63M | 1.3% | -3.9% | 1.749% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 119,804 | $5.53M | 0.0% | -8.7% | 2.662% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 34,715 | $1.60M | 0.3% | -1.4% | 0.771% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,931 | $2.17M | 0.0% | N/A | 1.043% | |
| 2/5/2025 | Crown Wealth Group LLC | 4,400 | $203K | 0.1% | N/A | 0.098% | |
| 2/4/2025 | IFP Advisors Inc | 3,338 | $154K | 0.0% | -10.7% | 0.074% | |
| 2/3/2025 | Sigma Planning Corp | 11,247 | $519K | 0.0% | -3.6% | 0.250% | |
| 1/28/2025 | Stephens Inc. AR | 23,781 | $1.10M | 0.0% | -6.2% | 0.528% | |
| 1/24/2025 | Spire Wealth Management | 28,737 | $1.33M | 0.0% | -16.5% | 0.639% | |
| 1/24/2025 | My Personal CFO LLC | 49,810 | $2.30M | 1.2% | -1.9% | 1.107% | |
| 1/23/2025 | Strategic Blueprint LLC | 19,414 | $896K | 0.1% | -2.4% | 0.431% | |
| 1/21/2025 | Impact Partnership Wealth LLC | 8,738 | $403K | 0.1% | N/A | 0.194% | |
| 1/21/2025 | RFG Advisory LLC | 18,335 | $846K | 0.0% | -28.6% | 0.407% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 23,932 | $1.10M | 0.0% | -5.3% | 0.532% | |
| 1/15/2025 | Arkadios Wealth Advisors | 5,575 | $257K | 0.0% | -6.1% | 0.124% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 383,304 | $17.69M | 5.1% | -0.9% | 8.518% | |
| 1/13/2025 | BCS Wealth Management | 10,396 | $480K | 0.1% | -23.9% | 0.231% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 26,426 | $1.22M | 0.1% | -42.0% | 0.587% | |
| 1/13/2025 | HFG Wealth Management LLC | 15,522 | $699K | 0.5% | +7.6% | 0.345% | |
| 1/13/2025 | Brookstone Capital Management | 7,834 | $361K | 0.0% | -61.3% | 0.174% | |
| 12/26/2024 | JPMorgan Chase & Co. | 17,978 | $809K | 0.0% | +20.3% | 0.400% | |
| 11/25/2024 | Castellan Group | 9,808 | $442K | 0.2% | -28.9% | 0.218% | |
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| 11/25/2024 | World Investment Advisors LLC | 6,315 | $284K | 0.0% | N/A | 0.140% | |
| 11/19/2024 | Barclays PLC | 861 | $39K | 0.0% | N/A | 0.019% | |
| 11/15/2024 | Barclays PLC | 861 | $39K | 0.0% | N/A | 0.019% | |
| 11/15/2024 | MML Investors Services LLC | 30,534 | $1.38M | 0.0% | -2.4% | 0.679% | |
| 11/15/2024 | Jane Street Group LLC | 21,154 | $952K | 0.0% | -3.8% | 0.470% | |
| 11/15/2024 | Weaver Consulting Group | 8,399 | $378K | 0.1% | -7.6% | 0.187% | |
| 11/15/2024 | HighTower Advisors LLC | 89,833 | $4.04M | 0.0% | -1.5% | 1.996% | |
| 11/15/2024 | Benjamin Edwards Inc. | 9,937 | $447K | 0.0% | N/A | 0.221% | |
| 11/14/2024 | Tradition Wealth Management LLC | 6,146 | $277K | 0.0% | -13.5% | 0.137% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 31,042 | $1.40M | 0.3% | +2.2% | 0.690% | |
