| 4/30/2025 | TRU Independence Asset Management 2 LLC | 137,066 | $7.29M | 5.5% | +45.1% | 1.293% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 512,373 | $27.24M | 0.0% | +24.5% | 4.834% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 158,510 | $8.43M | 0.1% | +8.8% | 1.495% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,622 | $404K | 0.0% | +6.1% | 0.072% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 329,269 | $17.51M | 2.2% | +0.1% | 3.106% | |
| 4/25/2025 | RCS Financial Planning LLC | 12,547 | $667K | 0.4% | -24.2% | 0.118% | |
| 4/25/2025 | Master S Wealth Management Inc. | 76,726 | $4.08M | 2.1% | +1.4% | 0.724% | |
| 4/23/2025 | Mattern Wealth Management LLC | 188,766 | $10.04M | 2.2% | +8.4% | 1.798% | |
| 4/23/2025 | Balance Wealth LLC | 14,636 | $778K | 0.5% | N/A | 0.139% | |
| 4/23/2025 | Vantage Point Financial LLC | 81,684 | $4.34M | 2.2% | +11.2% | 0.778% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,026 | $480K | 0.0% | +4.9% | 0.086% | |
| 4/22/2025 | Aspire Private Capital LLC | 11,569 | $615K | 0.2% | -9.4% | 0.110% | |
| 4/17/2025 | Sowell Financial Services LLC | 24,794 | $1.32M | 0.1% | +2.7% | 0.236% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 11,493 | $611K | 0.3% | -78.1% | 0.109% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 110,775 | $5.89M | 3.7% | +96.8% | 1.055% | |
| 4/15/2025 | Two West Capital Advisors LLC | 22,768 | $1.18M | 1.0% | +90.5% | 0.217% | |
| 4/15/2025 | Simplicity Wealth LLC | 51,974 | $2.76M | 0.2% | N/A | 0.495% | |
| 4/14/2025 | Farther Finance Advisors LLC | 23,348 | $1.24M | 0.0% | +51.9% | 0.222% | |
| 4/14/2025 | Clarity Capital Advisors LLC | 6,433 | $342K | 0.2% | N/A | 0.061% | |
| 4/14/2025 | Park Avenue Securities LLC | 26,698 | $1.42M | 0.0% | +47.1% | 0.254% | |
| 4/9/2025 | RFG Advisory LLC | 256,981 | $13.66M | 0.4% | +3,779.5% | 2.471% | |
| 4/9/2025 | Merit Financial Group LLC | 4,213 | $224K | 0.0% | N/A | 0.041% | |
| 2/17/2025 | Bank of America Corp DE | 814,088 | $42.82M | 0.0% | +12.9% | 8.393% | |
| 2/14/2025 | Jane Street Group LLC | 31,932 | $1.68M | 0.0% | -30.5% | 0.329% | |
| 2/14/2025 | Betterment LLC | 92,808 | $4.88M | 0.0% | +51.9% | 0.957% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 145,715 | $7.67M | 0.1% | +35.3% | 1.502% | |
| 2/14/2025 | GeoWealth Management LLC | 11,603 | $610K | 0.0% | +20.0% | 0.120% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 32,540 | $1.78M | 0.6% | +22.7% | 0.335% | |
| 2/13/2025 | NewEdge Advisors LLC | 725,258 | $38.15M | 0.2% | -6.2% | 7.477% | |
| 2/13/2025 | Master S Wealth Management Inc. | 75,679 | $3.98M | 2.1% | N/A | 0.780% | |
| 2/13/2025 | CreativeOne Wealth LLC | 12,507 | $658K | 0.0% | +5.0% | 0.129% | |
| 2/13/2025 | Savvy Advisors Inc. | 6,671 | $351K | 0.0% | +4.3% | 0.069% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 411,531 | $21.65M | 0.0% | +3.6% | 4.243% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,334 | $386K | 0.0% | -77.5% | 0.076% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 64,425 | $3.39M | 0.0% | +17.6% | 0.664% | |
| 2/11/2025 | Millstone Evans Group LLC | 11,136 | $586K | 0.4% | N/A | 0.115% | |
| 2/11/2025 | Symmetry Partners LLC | 5,371 | $283K | 0.0% | N/A | 0.055% | |
| 2/11/2025 | SageOak Financial LLC | 60,199 | $3.17M | 2.9% | N/A | 0.621% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 287,292 | $15.11M | 0.0% | +7.4% | 2.962% | |
| 2/10/2025 | Farther Finance Advisors LLC | 15,370 | $808K | 0.0% | +143.7% | 0.158% | |
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| 2/10/2025 | EverSource Wealth Advisors LLC | 25,316 | $1.33M | 0.1% | +22.1% | 0.261% | |
| 2/7/2025 | Sowell Financial Services LLC | 24,137 | $1.27M | 0.1% | +41.0% | 0.249% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 1,232,828 | $64.85M | 2.2% | +5.9% | 12.710% | |
| 2/6/2025 | Dravo Bay LLC | 200,106 | $10.53M | 5.1% | +5.3% | 2.063% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 20,661 | $1.09M | 0.1% | +5.1% | 0.213% | |
| 2/4/2025 | Daner Wealth Management LLC | 26,248 | $1.39M | 1.0% | N/A | 0.271% | |
| 2/4/2025 | IFP Advisors Inc | 5,838 | $307K | 0.0% | +16.5% | 0.060% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 132,836 | $6.99M | 0.2% | +53.8% | 1.369% | |
| 1/31/2025 | Kestra Investment Management LLC | 6,862 | $361K | 0.0% | N/A | 0.071% | |
| 1/31/2025 | Truist Financial Corp | 50,418 | $2.65M | 0.0% | +20.0% | 0.520% | |
| 1/31/2025 | Meredith Wealth Planning | 32,614 | $1.72M | 0.8% | +181.6% | 0.336% | |
| 1/30/2025 | Copperleaf Capital LLC | 17,882 | $941K | 0.6% | +3.6% | 0.184% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 52,515 | $2.76M | 1.4% | +7.5% | 0.541% | |
| 1/29/2025 | Wealth Advisors Northwest LLC | 56,280 | $2.96M | 2.0% | N/A | 0.580% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 7,187 | $379K | 0.0% | +6.7% | 0.074% | |
| 1/24/2025 | Vantage Point Financial LLC | 73,441 | $3.86M | 2.1% | N/A | 0.765% | |
| 1/23/2025 | DiNuzzo Private Wealth Inc. | 329,055 | $17.31M | 2.2% | +2.9% | 3.428% | |
| 1/23/2025 | RCS Financial Planning LLC | 16,543 | $870K | 0.5% | N/A | 0.172% | |
| 1/22/2025 | Hutchens & Kramer Investment Management Group LLC | 5,468 | $288K | 0.2% | -20.6% | 0.057% | |
| 1/22/2025 | TRU Independence Asset Management 2 LLC | 94,481 | $4.97M | 4.1% | +253.9% | 0.984% | |
| 1/22/2025 | Mattern Wealth Management LLC | 174,075 | $9.16M | 2.0% | -3.7% | 1.813% | |
| 1/22/2025 | Two West Capital Advisors LLC | 11,952 | $629K | 0.5% | +51.7% | 0.125% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 4,606 | $242K | 0.0% | N/A | 0.048% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 14,532 | $764K | 0.4% | +9.3% | 0.151% | |
| 1/21/2025 | RFG Advisory LLC | 6,624 | $348K | 0.0% | -60.0% | 0.069% | |
| 1/17/2025 | Aspire Private Capital LLC | 12,775 | $672K | 0.2% | +1.8% | 0.136% | |
| 1/14/2025 | Park Avenue Securities LLC | 18,144 | $954K | 0.0% | +95.0% | 0.193% | |
| 11/20/2024 | Virtu Financial LLC | 73,585 | $4.04M | 0.2% | +532.2% | 0.887% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 54,760 | $3.00M | 0.1% | -4.3% | 0.660% | |
| 11/15/2024 | Jane Street Group LLC | 45,915 | $2.52M | 0.0% | -10.8% | 0.553% | |
| 11/14/2024 | CreativeOne Wealth LLC | 11,908 | $653K | 0.0% | +68.5% | 0.143% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 107,692 | $5.91M | 0.1% | +33.2% | 1.297% | |
| 11/5/2024 | Savvy Advisors Inc. | 6,397 | $351K | 0.1% | +63.6% | 0.077% | |
| 11/4/2024 | TRU Independence Asset Management 2 LLC | 26,698 | $1.46M | 1.2% | N/A | 0.322% | |
| 10/29/2024 | Farther Finance Advisors LLC | 6,306 | $346K | 0.0% | +70.5% | 0.078% | |
| 10/23/2024 | Strategic Investment Solutions Inc. IL | 26,513 | $1.45M | 0.4% | -8.3% | 0.331% | |
| 10/21/2024 | Mattern Wealth Management LLC | 180,784 | $9.91M | 2.2% | +135.9% | 2.260% | |
| 10/17/2024 | DiNuzzo Private Wealth Inc. | 319,828 | $17.54M | 2.2% | +0.5% | 4.048% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 13,294 | $729K | 0.4% | -17.8% | 0.168% | |
| 10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 6,888 | $379K | 0.2% | -7.1% | 0.087% | |
| 10/9/2024 | LifePro Asset Management | 40,611 | $2.23M | 1.4% | +12.0% | 0.534% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 86,342 | $4.74M | 0.4% | N/A | 1.136% | |
| 10/3/2024 | Park Avenue Securities LLC | 9,306 | $510K | 0.0% | N/A | 0.122% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 28,908 | $1.55M | 0.5% | N/A | 0.490% | |
| 8/21/2024 | Truist Financial Corp | 39,569 | $2.08M | 0.0% | +16.5% | 0.671% | |
| 8/16/2024 | NewEdge Advisors LLC | 57,017 | $3.00M | 0.0% | +177.2% | 0.966% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 19,976 | $1.07M | 0.1% | +18.6% | 0.339% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 375,718 | $19.79M | 0.0% | -5.9% | 6.368% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 2,642 | $139K | 0.0% | N/A | 0.045% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 242,641 | $12.78M | 0.0% | +112.4% | 4.113% | |
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| 7/30/2024 | DiNuzzo Private Wealth Inc. | 318,138 | $16.76M | 2.3% | +1.1% | 5.392% | |
| 7/17/2024 | Mattern Wealth Management LLC | 76,626 | $4.04M | 1.0% | +64.7% | 1.419% | |
| 7/15/2024 | Aspire Private Capital LLC | 12,791 | $674K | 0.2% | +11.9% | 0.237% | |
| 7/15/2024 | RFG Advisory LLC | 15,169 | $799K | 0.0% | +23.5% | 0.281% | |
| 7/10/2024 | LifePro Asset Management | 36,271 | $1.91M | 1.4% | +12.4% | 0.684% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 16,849 | $873K | 0.1% | N/A | 0.401% | |
| 5/20/2024 | Virtu Financial LLC | 14,952 | $792K | 0.1% | -3.2% | 0.356% | |
| 5/14/2024 | OLD Mission Capital LLC | 78,124 | $4.14M | 0.1% | N/A | 1.817% | |
| 5/14/2024 | CreativeOne Wealth LLC | 6,528 | $346K | 0.0% | +40.6% | 0.152% | |
| 5/14/2024 | Mattern Wealth Management LLC | 46,534 | $2.46M | 0.6% | N/A | 1.082% | |
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