| 5/20/2025 | Focus Partners Wealth | 10,365 | $320K | 0.0% | -16.5% | 0.171% | |
| 5/19/2025 | SageView Advisory Group LLC | 46,632 | $1.44M | 0.1% | -25.7% | 0.771% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,615 | $513K | 0.0% | -5.6% | 0.275% | |
| 5/15/2025 | EP Wealth Advisors LLC | 9,216 | $284K | 0.0% | -30.1% | 0.152% | |
| 5/14/2025 | Luminist Capital LLC | 8,334 | $257K | 0.3% | +9,370.5% | 0.138% | |
| 5/14/2025 | Kestra Advisory Services LLC | 96,898 | $2.99M | 0.0% | -16.2% | 1.602% | |
| 5/14/2025 | Capital Analysts LLC | 26,202 | $808K | 0.0% | +3.8% | 0.433% | |
| 5/14/2025 | Tradition Wealth Management LLC | 139,496 | $4.30M | 0.4% | -0.9% | 2.306% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 18,217 | $562K | 0.0% | -5.0% | 0.301% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 12,351 | $381K | 0.3% | -15.8% | 0.204% | |
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| 5/13/2025 | Compass Advisory Group LLC | 28,643 | $884K | 0.3% | -18.1% | 0.473% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 9,900 | $305K | 0.4% | +23.4% | 0.164% | |
| 5/12/2025 | Berger Financial Group Inc | 10,193 | $314K | 0.0% | -7.7% | 0.168% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 22,519 | $695K | 0.7% | -14.8% | 0.372% | |
| 5/9/2025 | Blair William & Co. IL | 102,631 | $3.17M | 0.0% | -1.0% | 1.696% | |
| 5/8/2025 | Harbour Investments Inc. | 3,351 | $103K | 0.0% | +10.7% | 0.055% | |
| 5/6/2025 | Cetera Investment Advisers | 159,055 | $4.91M | 0.0% | +6.3% | 2.629% | |
| 5/6/2025 | Triumph Capital Management | 9,280 | $286K | 0.1% | -48.5% | 0.153% | |
| 5/5/2025 | Miller Financial Services LLC | 24,385 | $752K | 1.1% | -7.3% | 0.403% | |
| 5/5/2025 | IFP Advisors Inc | 4,346 | $134K | 0.0% | -37.1% | 0.072% | |
| 5/5/2025 | ODonnell Financial Services LLC | 143,675 | $4.43M | 1.8% | N/A | 2.375% | |
| 5/2/2025 | Acas LLC | 16,849 | $515K | 0.4% | +20.6% | 0.301% | |
| 5/1/2025 | Corrado Advisors LLC | 46,711 | $1.44M | 1.0% | -1.0% | 0.834% | |
| 5/1/2025 | CWM LLC | 42,579 | $1.31M | 0.0% | +4.4% | 0.760% | |
| 4/30/2025 | Allworth Financial LP | 661,055 | $20.15M | 0.1% | +30,377.4% | 11.805% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 34,546 | $1.07M | 0.3% | +7.2% | 0.617% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 16,639 | $513K | 0.0% | -4.1% | 0.297% | |
| 4/29/2025 | Bank of New York Mellon Corp | 8,923 | $275K | 0.0% | N/A | 0.159% | |
| 4/29/2025 | Strategic Blueprint LLC | 8,951 | $276K | 0.0% | -48.1% | 0.160% | |
| 4/28/2025 | Straight Path Wealth Management | 14,950 | $461K | 0.2% | +3.5% | 0.267% | |
| 4/25/2025 | Crown Wealth Group LLC | 8,514 | $263K | 0.1% | N/A | 0.152% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 71,259 | $2.20M | 0.0% | -14.0% | 1.272% | |
| 4/21/2025 | Catalina Capital Group LLC | 44,312 | $1.37M | 0.9% | -5.4% | 0.791% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 22,469 | $693K | 0.3% | -5.9% | 0.401% | |
| 4/18/2025 | Global Trust Asset Management LLC | 2,000 | $62K | 0.0% | -60.0% | 0.036% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 28,843 | $890K | 0.0% | -8.7% | 0.515% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,426 | $260K | 0.0% | -32.9% | 0.150% | |
| 4/14/2025 | PFS Partners LLC | 22,301 | $688K | 0.4% | +9.7% | 0.398% | |
| 4/10/2025 | Diligent Investors LLC | 35,571 | $1.10M | 0.3% | +2.6% | 0.593% | |
| 4/10/2025 | Whipplewood Advisors LLC | 1,180 | $36K | 0.0% | -94.0% | 0.020% | |
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| 4/9/2025 | HBW Advisory Services LLC | 12,951 | $400K | 0.1% | -12.1% | 0.216% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,554 | $411K | 0.0% | +22.0% | 0.256% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 32,217 | $1.05M | 0.4% | N/A | 0.657% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 14,675 | $480K | 0.3% | N/A | 0.299% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 7,113 | $233K | 0.1% | +12.3% | 0.145% | |
| 2/17/2025 | EP Wealth Advisors LLC | 13,191 | $431K | 0.0% | -20.5% | 0.230% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,449 | $145K | 0.0% | -57.0% | 0.078% | |
| 2/17/2025 | Cetera Investment Advisers | 149,602 | $4.89M | 0.0% | -2.7% | 2.611% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 6,609 | $216K | 0.0% | N/A | 0.115% | |
| 2/14/2025 | Jane Street Group LLC | 33,706 | $1.10M | 0.0% | +63.3% | 0.588% | |
| 2/14/2025 | Talon Private Wealth LLC | 18,010 | $589K | 0.2% | N/A | 0.314% | |
| 2/14/2025 | Bellwether Advisors LLC | 3,216 | $105K | 0.0% | N/A | 0.056% | |
| 2/14/2025 | Berger Financial Group Inc | 11,040 | $361K | 0.0% | -10.5% | 0.193% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 6,449 | $211K | 0.0% | -26.7% | 0.113% | |
| 2/14/2025 | Two Sigma Securities LLC | 6,626 | $217K | 0.0% | N/A | 0.116% | |
| 2/14/2025 | Tradition Wealth Management LLC | 140,827 | $4.61M | 0.4% | -2.9% | 2.458% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 82,152 | $2.69M | 0.6% | -5.5% | 1.434% | |
| 2/13/2025 | SageView Advisory Group LLC | 62,723 | $2.05M | 0.1% | -32.4% | 1.095% | |
| 2/13/2025 | Raymond James Financial Inc. | 62,424 | $2.04M | 0.0% | N/A | 1.089% | |
| 2/13/2025 | Wells Fargo & Company MN | 753 | $25K | 0.0% | N/A | 0.013% | |
| 2/12/2025 | OLD Mission Capital LLC | 32,804 | $1.07M | 0.0% | +336.5% | 0.572% | |
| 2/12/2025 | Riggs Capital Management LLC | 11,101 | $363K | 0.4% | N/A | 0.194% | |
| 2/12/2025 | Blair William & Co. IL | 103,635 | $3.39M | 0.0% | -4.3% | 1.809% | |
| 2/11/2025 | LPL Financial LLC | 41,190 | $1.35M | 0.0% | -0.8% | 0.719% | |
| 2/10/2025 | Harbour Investments Inc. | 3,027 | $99K | 0.0% | -19.9% | 0.053% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 87,843 | $2.87M | 1.0% | -1.9% | 1.533% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 229,497 | $7.51M | 0.0% | +1.0% | 4.005% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 843 | $28K | 0.0% | N/A | 0.015% | |
| 2/7/2025 | HighTower Advisors LLC | 33,886 | $1.11M | 0.0% | -2.2% | 0.591% | |
| 2/7/2025 | Miller Financial Services LLC | 26,310 | $860K | 0.7% | N/A | 0.459% | |
| 2/7/2025 | Acas LLC | 13,969 | $469K | 0.3% | +23.6% | 0.244% | |
| 2/6/2025 | Straight Path Wealth Management | 14,448 | $472K | 0.2% | +4.3% | 0.252% | |
| 2/6/2025 | Raymond James Financial Inc. | 62,424 | $2.04M | 0.0% | N/A | 1.089% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,807 | $124K | 0.0% | +47.4% | 0.066% | |
| 2/5/2025 | Whipplewood Advisors LLC | 19,794 | $647K | 0.4% | N/A | 0.345% | |
| 2/5/2025 | Corrado Advisors LLC | 47,175 | $1.54M | 1.0% | -6.7% | 0.823% | |
| 2/5/2025 | Red Crane Wealth Management LLC | 26,416 | $864K | 0.8% | N/A | 0.461% | |
| 2/4/2025 | IFP Advisors Inc | 6,905 | $226K | 0.0% | -62.2% | 0.121% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 29,064 | $950K | 0.0% | -26.7% | 0.507% | |
| 1/29/2025 | Retirement Guys Formula LLC | 23,038 | $753K | 0.4% | -3.9% | 0.402% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 4,386 | $143K | 0.0% | N/A | 0.077% | |
| 1/27/2025 | PFS Partners LLC | 20,332 | $665K | 0.4% | +1.9% | 0.355% | |
| 1/24/2025 | Vantage Point Financial LLC | 8,368 | $274K | 0.1% | N/A | 0.146% | |
| 1/24/2025 | Catalina Capital Group LLC | 46,821 | $1.53M | 0.5% | -53.1% | 0.817% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 31,600 | $1.03M | 0.0% | +10.9% | 0.551% | |
| 1/17/2025 | Global Trust Asset Management LLC | 5,000 | $164K | 0.1% | -9.1% | 0.087% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 18,804 | $615K | 0.3% | +23.7% | 0.328% | |
| 1/13/2025 | BCS Wealth Management | 11,819 | $387K | 0.1% | -3.2% | 0.206% | |
| 1/13/2025 | AdvisorNet Financial Inc | 17,158 | $561K | 0.0% | -2.3% | 0.299% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 24,981 | $817K | 0.1% | -2.2% | 0.436% | |
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| 1/10/2025 | HBW Advisory Services LLC | 14,729 | $482K | 0.1% | -4.9% | 0.257% | |
| 1/8/2025 | Weaver Consulting Group | 23,188 | $758K | 0.2% | -9.5% | 0.405% | |
| 12/26/2024 | JPMorgan Chase & Co. | 15,412 | $500K | 0.0% | +23,251.5% | 0.269% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 8,100 | $263K | 0.0% | +11.0% | 0.141% | |
| 11/18/2024 | Coldstream Capital Management Inc. | 8,801 | $286K | 0.0% | -62.1% | 0.154% | |
| 11/15/2024 | Continuum Advisory LLC | 3,529 | $118K | 0.0% | N/A | 0.062% | |
| 11/15/2024 | EP Wealth Advisors LLC | 16,601 | $539K | 0.0% | N/A | 0.290% | |
| 11/15/2024 | Jane Street Group LLC | 20,646 | $670K | 0.0% | +35.6% | 0.360% | |
| 11/15/2024 | Weaver Consulting Group | 25,617 | $832K | 0.3% | -1.9% | 0.447% | |
| 11/15/2024 | SageView Advisory Group LLC | 92,845 | $3.01M | 0.2% | -9.1% | 1.620% | |
