| 5/20/2025 | Focus Partners Wealth | 85,417 | $3.06M | 0.0% | -9.1% | 0.544% | |
| 5/19/2025 | Jane Street Group LLC | 6,813 | $244K | 0.0% | -70.5% | 0.043% | |
| 5/19/2025 | Advisory Alpha LLC | 36,945 | $1.32M | 0.0% | +5.6% | 0.235% | |
| 5/16/2025 | Alliancebernstein L.P. | 2,766,569 | $99.04M | 0.0% | -2.9% | 17.621% | |
| 5/15/2025 | EP Wealth Advisors LLC | 54,910 | $1.97M | 0.0% | -4.7% | 0.350% | |
| 5/15/2025 | MAI Capital Management | 51,023 | $1.83M | 0.0% | -6.1% | 0.325% | |
| 5/15/2025 | OLD Mission Capital LLC | 77,842 | $2.79M | 0.0% | N/A | 0.496% | |
| 5/14/2025 | CreativeOne Wealth LLC | 28,408 | $1.02M | 0.0% | -32.3% | 0.181% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,286 | $3.34M | 0.0% | -7.4% | 0.594% | |
| 5/14/2025 | Capital Analysts LLC | 6,287 | $225K | 0.0% | -49.6% | 0.040% | |
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| 5/13/2025 | Keystone Global Partners LLC | 4,697 | $168K | 0.1% | N/A | 0.030% | |
| 5/13/2025 | Raymond James Financial Inc. | 400,534 | $14.34M | 0.0% | -2.1% | 2.551% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 37,444 | $1.34M | 0.0% | -19.1% | 0.238% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 27,000 | $967K | 0.8% | -2.5% | 0.172% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 231,563 | $8.29M | 0.0% | -2.5% | 1.475% | |
| 5/13/2025 | Heck Capital Advisors LLC | 197,213 | $7.06M | 0.8% | -3.3% | 1.256% | |
| 5/13/2025 | HighTower Advisors LLC | 107,180 | $3.84M | 0.0% | -11.1% | 0.683% | |
| 5/12/2025 | Integrity Financial Corp WA | 7,918 | $283K | 0.2% | -13.1% | 0.050% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,673 | $275K | 0.0% | -10.1% | 0.049% | |
| 5/9/2025 | Gill Capital Partners LLC | 47,085 | $1.69M | 0.6% | -11.5% | 0.300% | |
| 5/9/2025 | Blair William & Co. IL | 8,866 | $317K | 0.0% | N/A | 0.056% | |
| 5/8/2025 | Wealthquest Corp | 36,587 | $1.31M | 0.1% | -13.6% | 0.233% | |
| 5/8/2025 | Harbour Investments Inc. | 48,176 | $1.73M | 0.0% | -0.9% | 0.307% | |
| 5/8/2025 | NorthRock Partners LLC | 1,742 | $62K | 0.0% | N/A | 0.011% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 6,148 | $220K | 0.0% | -34.9% | 0.039% | |
| 5/7/2025 | Bellwether Advisors LLC | 19,217 | $688K | 0.1% | -2.6% | 0.122% | |
| 5/7/2025 | LPL Financial LLC | 242,466 | $8.68M | 0.0% | +141.1% | 1.544% | |
| 5/6/2025 | Cetera Investment Advisers | 233,175 | $8.35M | 0.0% | -1.1% | 1.708% | |
| 5/6/2025 | AE Wealth Management LLC | 157,400 | $5.64M | 0.0% | -3.5% | 1.153% | |
| 5/6/2025 | WorthPointe LLC | 10,726 | $384K | 0.2% | -24.2% | 0.079% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 9,688 | $347K | 0.1% | -3.0% | 0.071% | |
| 5/5/2025 | IFP Advisors Inc | 77,468 | $2.77M | 0.1% | -6.4% | 0.568% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,051 | $610K | 0.0% | -5.5% | 0.125% | |
| 5/2/2025 | Sigma Planning Corp | 6,344 | $227K | 0.0% | -40.4% | 0.046% | |
| 5/1/2025 | Corrado Advisors LLC | 54,445 | $1.95M | 1.3% | -0.7% | 0.399% | |
| 5/1/2025 | Stephens Inc. AR | 15,170 | $543K | 0.0% | -5.7% | 0.111% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 29,723 | $1.07M | 1.1% | -1.0% | 0.218% | |
| 4/30/2025 | Cerity Partners LLC | 15,300 | $548K | 0.0% | -3.2% | 0.112% | |
| 4/30/2025 | Allworth Financial LP | 9,009 | $318K | 0.0% | -53.5% | 0.066% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,941 | $213K | 0.0% | N/A | 0.044% | |
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| 4/30/2025 | Stratos Wealth Advisors LLC | 37,853 | $1.36M | 0.1% | -56.0% | 0.277% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 63,528 | $2.27M | 0.7% | -1.6% | 0.465% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,728 | $2.39M | 0.0% | -37.7% | 0.489% | |
| 4/29/2025 | Penserra Capital Management LLC | 1,355,231 | $48.52M | 0.9% | +3.6% | 9.928% | |
| 4/29/2025 | Brookstone Capital Management | 168,276 | $6.02M | 0.1% | -4.4% | 1.233% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 38,642 | $1.38M | 0.0% | -2.6% | 0.283% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 1,299 | $47K | 0.0% | -19.6% | 0.010% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 5,271 | $189K | 0.0% | -47.8% | 0.039% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 12,250 | $439K | 0.0% | -46.2% | 0.090% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 60,395 | $2.16M | 0.4% | -3.9% | 0.442% | |
| 4/23/2025 | Valmark Advisers Inc. | 36,210 | $1.30M | 0.0% | -3.8% | 0.265% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 66,027 | $2.36M | 0.0% | -3.9% | 0.484% | |
| 4/22/2025 | Atticus Wealth Management LLC | 104,134 | $3.73M | 1.2% | -1.4% | 0.763% | |
| 4/22/2025 | Weaver Capital Management LLC | 52,242 | $1.87M | 0.5% | -41.6% | 0.383% | |
| 4/21/2025 | Clear Point Advisors Inc. | 33,931 | $1.22M | 1.1% | -2.9% | 0.249% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 33,886 | $1.21M | 0.5% | -10.5% | 0.248% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 76,710 | $2.75M | 0.0% | -1.9% | 0.562% | |
| 4/16/2025 | Southland Equity Partners LLC | 162,106 | $5.80M | 1.4% | -1.7% | 1.188% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 50,303 | $1.80M | 0.0% | -8.8% | 0.369% | |
| 4/15/2025 | Chris Bulman Inc | 51,389 | $1.84M | 1.2% | -4.8% | 0.376% | |
| 4/15/2025 | Focus Financial Network Inc. | 21,451 | $768K | 0.0% | -11.9% | 0.157% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 17,678 | $633K | 0.2% | -13.2% | 0.127% | |
| 4/14/2025 | BCS Wealth Management | 16,435 | $588K | 0.2% | -10.0% | 0.118% | |
| 4/14/2025 | ARS Wealth Advisors Group LLC | 50,232 | $1.80M | 0.3% | -53.6% | 0.360% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 33,413 | $1.20M | 0.2% | -1.9% | 0.240% | |
| 4/11/2025 | KFG Wealth Management LLC | 137,107 | $4.91M | 0.9% | -6.9% | 0.983% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 90,413 | $3.24M | 2.3% | -17.4% | 0.648% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 25,190 | $902K | 0.1% | -2.1% | 0.181% | |
| 4/8/2025 | Advisory Alpha LLC | 36,945 | $1.32M | 0.1% | +5.6% | 0.265% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 55,176 | $1.98M | 0.0% | -33.2% | 0.393% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 64,571 | $2.32M | 0.8% | N/A | 0.454% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 88,275 | $3.22M | 0.8% | -4.8% | 0.620% | |
| 2/27/2025 | Bernard Wealth Management Corp. | 1,217 | $44K | 0.0% | N/A | 0.009% | |
| 2/25/2025 | Heck Capital Advisors LLC | 203,901 | $7.32M | 0.4% | N/A | 1.433% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 27,700 | $995K | 0.5% | N/A | 0.195% | |
| 2/18/2025 | Retirement Planning Group LLC | 11,267 | $405K | 0.0% | -31.5% | 0.069% | |
| 2/18/2025 | Orion Capital Management LLC | 12,200 | $438K | 0.2% | -21.8% | 0.074% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 15,498 | $556K | 0.0% | N/A | 0.094% | |
| 2/17/2025 | Visionary Wealth Advisors | 44,384 | $1.59M | 0.1% | -7.0% | 0.270% | |
| 2/17/2025 | Focus Partners Wealth | 93,922 | $3.37M | 0.0% | -0.6% | 0.572% | |
| 2/17/2025 | EP Wealth Advisors LLC | 57,622 | $2.07M | 0.0% | -11.5% | 0.351% | |
| 2/17/2025 | CoreCap Advisors LLC | 107,566 | $3.86M | 0.2% | -3.1% | 0.655% | |
| 2/17/2025 | Cetera Investment Advisers | 235,735 | $8.47M | 0.0% | -14.0% | 1.435% | |
| 2/17/2025 | Citadel Advisors LLC | 7,020 | $252K | 0.0% | -46.2% | 0.043% | |
| 2/17/2025 | Benjamin Edwards Inc. | 24,496 | $880K | 0.0% | -8.5% | 0.149% | |
| 2/14/2025 | Jane Street Group LLC | 23,074 | $829K | 0.0% | -20.7% | 0.140% | |
| 2/14/2025 | Bellwether Advisors LLC | 19,734 | $709K | 0.1% | -6.3% | 0.120% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 144,407 | $5.19M | 0.1% | +5.0% | 0.879% | |
| 2/14/2025 | Capital Analysts LLC | 12,479 | $448K | 0.0% | -90.9% | 0.076% | |
| 2/14/2025 | Two Sigma Securities LLC | 9,600 | $345K | 0.0% | N/A | 0.058% | |
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| 2/14/2025 | Kovitz Investment Group Partners LLC | 237,593 | $8.53M | 0.0% | -2.1% | 1.446% | |
| 2/14/2025 | Beck Capital Management LLC | 24,558 | $882K | 0.2% | -3.2% | 0.149% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 39,692 | $1.43M | 0.0% | -3.6% | 0.242% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 38,361 | $1.38M | 0.3% | -2.2% | 0.233% | |
| 2/13/2025 | CreativeOne Wealth LLC | 41,974 | $1.51M | 0.0% | -5.6% | 0.255% | |
| 2/13/2025 | Townsquare Capital LLC | 31,478 | $1.13M | 0.0% | -16.3% | 0.192% | |
| 2/13/2025 | Raymond James Financial Inc. | 408,931 | $14.68M | 0.0% | N/A | 2.489% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 107,117 | $3.85M | 0.0% | -9.0% | 0.652% | |
| 2/12/2025 | Riggs Capital Management LLC | 16,590 | $596K | 0.6% | N/A | 0.101% | |
| 2/12/2025 | Alliancebernstein L.P. | 2,849,429 | $102.32M | 0.0% | -1.0% | 17.343% | |
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