| 8/15/2025 | Tower Research Capital LLC TRC | 6,065 | $519K | 0.0% | N/A | 0.020% | |
| 8/15/2025 | Equitable Holdings Inc. | 58,796 | $5.03M | 0.0% | -31.7% | 0.192% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 7,013 | $600K | 0.3% | N/A | 0.023% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 39,036 | $3.34M | 0.0% | +3.6% | 0.128% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 5,471 | $468K | 0.0% | -48.6% | 0.018% | |
| 8/15/2025 | Bank of America Corp DE | 6,295 | $539K | 0.0% | -92.0% | 0.021% | |
| 8/15/2025 | Ameriprise Financial Inc. | 6,933 | $593K | 0.0% | -74.8% | 0.023% | |
| 8/14/2025 | Raymond James Financial Inc. | 29,891 | $2.56M | 0.0% | +4.3% | 0.098% | |
| 8/14/2025 | NewEdge Advisors LLC | 73,532 | $6.29M | 0.0% | +2.1% | 0.241% | |
| 8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,276 | $965K | 0.9% | -15.0% | 0.037% | |
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| 8/14/2025 | Qube Research & Technologies Ltd | 494 | $42K | 0.0% | N/A | 0.002% | |
| 8/14/2025 | Hurley Capital LLC | 1,618 | $138K | 0.1% | +80.4% | 0.005% | |
| 8/13/2025 | Maia Wealth LLC | 43,764 | $3.75M | 0.7% | -7.7% | 0.143% | |
| 8/12/2025 | Global Retirement Partners LLC | 25,560 | $2.19M | 0.1% | N/A | 0.084% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,367 | $117K | 0.0% | -21.8% | 0.004% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 14,643 | $1.25M | 0.1% | +2.5% | 0.048% | |
| 8/8/2025 | Cetera Investment Advisers | 625,358 | $53.51M | 0.1% | -2.4% | 2.047% | |
| 8/6/2025 | Bensler LLC | 6,412 | $549K | 0.1% | +43.0% | 0.021% | |
| 8/5/2025 | Bank of New York Mellon Corp | 78,040 | $6.68M | 0.0% | -0.5% | 0.255% | |
| 8/4/2025 | Savvy Advisors Inc. | 2,461 | $211K | 0.0% | N/A | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,823,268 | $241.59M | 0.1% | +2.2% | 9.241% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 54,486 | $4.66M | 0.5% | +57.5% | 0.178% | |
| 7/29/2025 | Private Trust Co. NA | 2,105 | $180K | 0.0% | +232.5% | 0.007% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 50,297 | $4.30M | 0.1% | -58.7% | 0.165% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 458,939 | $39.27M | 0.1% | -4.0% | 1.502% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 293,346 | $25.10M | 0.8% | -24.9% | 0.960% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 4,734 | $405K | 0.0% | N/A | 0.015% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 13,666 | $1.17M | 0.1% | N/A | 0.045% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 8,463 | $724K | 0.2% | +82.7% | 0.028% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 7,025 | $601K | 0.1% | -6.0% | 0.023% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 23,309 | $2.00M | 0.3% | N/A | 0.076% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 3,682 | $315K | 0.4% | N/A | 0.012% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 14,124 | $1.21M | 0.7% | +14.8% | 0.046% | |
| 7/16/2025 | Perigon Wealth Management LLC | 13,872 | $1.19M | 0.0% | -3.4% | 0.045% | |
| 7/14/2025 | Sowell Financial Services LLC | 11,029 | $944K | 0.0% | N/A | 0.036% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,487 | $215K | 0.0% | N/A | 0.008% | |
| 6/13/2025 | Optima Capital LLC | 4,790 | $368K | 0.2% | -29.9% | 0.016% | |
| 5/19/2025 | Jane Street Group LLC | 2,658 | $204K | 0.0% | -95.6% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 18,711,810 | $1.44B | 0.2% | +12.5% | 61.350% | |
| 5/16/2025 | NewEdge Advisors LLC | 72,041 | $5.54M | 0.0% | +4.6% | 0.225% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 45,068 | $3.47M | 0.0% | +6.6% | 0.141% | |
| 5/12/2025 | Maia Wealth LLC | 47,400 | $3.51M | 0.8% | -0.4% | 0.148% | |
| 5/9/2025 | Goldman Sachs Group Inc. | 18,711,810 | $1.44B | 0.2% | +12.5% | 58.474% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 121,690 | $9.36M | 0.1% | +1.4% | 0.380% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 34,584 | $2.66M | 0.3% | N/A | 0.108% | |
| 5/8/2025 | Arkadios Wealth Advisors | 3,550 | $273K | 0.0% | N/A | 0.011% | |
| 5/7/2025 | Hurley Capital LLC | 897 | $69K | 0.1% | -33.3% | 0.003% | |
| 5/7/2025 | LPL Financial LLC | 5,493,438 | $422.45M | 0.2% | +2.5% | 17.167% | |
| 5/6/2025 | Cetera Investment Advisers | 641,028 | $49.30M | 0.1% | -1.6% | 2.003% | |
| 5/5/2025 | Private Advisor Group LLC | 14,070 | $1.08M | 0.0% | -17.8% | 0.044% | |
| 4/30/2025 | Allworth Financial LP | 1,953 | $147K | 0.0% | +64.5% | 0.006% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,708 | $285K | 0.0% | +12.8% | 0.012% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,763,361 | $212.50M | 0.1% | +3.7% | 8.636% | |
| 4/29/2025 | Bank of New York Mellon Corp | 78,403 | $6.03M | 0.0% | -16.6% | 0.245% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 478,033 | $36.76M | 0.1% | -23.6% | 1.506% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 390,464 | $30.03M | 1.0% | -3.2% | 1.230% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 7,475 | $575K | 0.1% | +69.4% | 0.024% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 3,899 | $315K | 0.0% | +5.5% | 0.014% | |
| 2/17/2025 | Two Sigma Investments LP | 121,100 | $9.79M | 0.0% | N/A | 0.420% | |
| 2/17/2025 | Redwood Investment Management LLC | 2,609 | $211K | 0.0% | N/A | 0.009% | |
| 2/17/2025 | LifePlan Investment Advisors Inc. | 29,756 | $2.41M | 1.5% | +54.8% | 0.103% | |
| 2/17/2025 | CoreCap Advisors LLC | 417,562 | $33.75M | 1.5% | +10.9% | 1.450% | |
| 2/17/2025 | Cetera Investment Advisers | 651,231 | $52.64M | 0.1% | +12.6% | 2.261% | |
| 2/17/2025 | Citadel Advisors LLC | 20,604 | $1.67M | 0.0% | -55.0% | 0.072% | |
| 2/17/2025 | Bank of America Corp DE | 33,382 | $2.70M | 0.0% | +294.5% | 0.116% | |
| 2/17/2025 | Ameriprise Financial Inc. | 35,418 | $2.86M | 0.0% | N/A | 0.123% | |
| 2/14/2025 | Jane Street Group LLC | 60,857 | $4.92M | 0.0% | +840.5% | 0.211% | |
| 2/14/2025 | Two Sigma Securities LLC | 4,297 | $347K | 0.0% | N/A | 0.015% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 42,271 | $3.42M | 0.0% | -3.2% | 0.147% | |
| 2/14/2025 | Susquehanna International Group LLP | 24,053 | $1.94M | 0.0% | N/A | 0.084% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 3,595 | $291K | 0.0% | +36.3% | 0.012% | |
| 2/13/2025 | NewEdge Advisors LLC | 68,846 | $5.57M | 0.0% | +23.8% | 0.239% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 39,711 | $3.21M | 3.5% | N/A | 0.138% | |
| 2/13/2025 | Regal Investment Advisors LLC | 25,062 | $2.03M | 0.2% | +7.4% | 0.087% | |
| 2/13/2025 | Raymond James Financial Inc. | 35,867 | $2.90M | 0.0% | N/A | 0.125% | |
| 2/13/2025 | Hurley Capital LLC | 1,345 | $110K | 0.1% | N/A | 0.005% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,665,374 | $215.44M | 0.1% | +20.2% | 9.255% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 13,515 | $1.09M | 0.1% | +21.5% | 0.047% | |
| 2/12/2025 | StoneX Group Inc. | 19,563 | $1.58M | 0.1% | N/A | 0.068% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 28,998 | $2.34M | 0.0% | +18.3% | 0.101% | |
| 2/12/2025 | Blair William & Co. IL | 600 | $48K | 0.0% | N/A | 0.002% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,012 | $243K | 0.0% | +23.5% | 0.010% | |
| 2/11/2025 | LPL Financial LLC | 5,359,732 | $433.23M | 0.2% | +4.6% | 18.610% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 3,288 | $266K | 0.0% | +14.4% | 0.011% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 625,731 | $50.58M | 0.2% | +5.7% | 2.173% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 53,334 | $4.31M | 0.0% | -7.2% | 0.185% | |
| 2/10/2025 | Farther Finance Advisors LLC | 638 | $52K | 0.0% | -23.2% | 0.002% | |
| 2/6/2025 | Raymond James Financial Inc. | 35,867 | $2.90M | 0.0% | N/A | 0.125% | |
| 2/6/2025 | Atria Investments Inc | 3,209 | $259K | 0.0% | +12.0% | 0.011% | |
| 2/4/2025 | Bank of New York Mellon Corp | 93,955 | $7.59M | 0.0% | +3.9% | 0.326% | |
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| 1/31/2025 | Global Retirement Partners LLC | 23,948 | $1.94M | 0.1% | +98.0% | 0.083% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 120,049 | $9.70M | 0.1% | +6.0% | 0.417% | |
| 1/31/2025 | Sanctuary Advisors LLC | 213,856 | $17.87M | 0.1% | +3.9% | 0.743% | |
| 1/30/2025 | Principal Securities Inc. | 1,011,035 | $81.72M | 1.8% | +8.4% | 3.511% | |
| 1/27/2025 | Beacon Financial Advisory LLC | 4,633 | $374K | 0.1% | +17.5% | 0.016% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 403,220 | $32.59M | 1.2% | -0.6% | 1.400% | |
| 1/22/2025 | Bensler LLC | 4,370 | $353K | 0.0% | +33.0% | 0.015% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 4,412 | $357K | 0.0% | N/A | 0.015% | |
| 1/22/2025 | Perigon Wealth Management LLC | 14,300 | $1.17M | 0.0% | +4.1% | 0.050% | |
| 1/17/2025 | SMI Advisory Services LLC | 2,683 | $215K | 0.0% | -4.3% | 0.009% | |
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