| 5/21/2025 | Main Line Retirement Advisors LLC | 113,690 | $10.24M | 6.7% | +0.6% | 1.322% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 16,064 | $1.45M | 0.0% | -1.4% | 0.187% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,193 | $378K | 0.0% | -15.7% | 0.047% | |
| 5/20/2025 | Flaharty Asset Management LLC | 652 | $59K | 0.0% | N/A | 0.007% | |
| 5/19/2025 | Jane Street Group LLC | 32,560 | $2.93M | 0.0% | +707.1% | 0.366% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 3,646 | $319K | 0.0% | -75.2% | 0.041% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 20,641 | $1.86M | 0.0% | +366.6% | 0.232% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,643 | $598K | 0.0% | -53.6% | 0.075% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,946 | $265K | 0.0% | -21.8% | 0.033% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,568 | $862K | 0.0% | +5.1% | 0.108% | |
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| 5/15/2025 | Royal Bank of Canada | 377,317 | $33.99M | 0.0% | -0.3% | 4.240% | |
| 5/15/2025 | Baird Financial Group Inc. | 84,233 | $7.59M | 0.0% | +2.5% | 0.946% | |
| 5/15/2025 | OLD Mission Capital LLC | 16,992 | $1.53M | 0.0% | N/A | 0.191% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 29,069 | $2.62M | 0.4% | +2.4% | 0.327% | |
| 5/14/2025 | Comerica Bank | 24,893 | $2.24M | 0.0% | +2.7% | 0.280% | |
| 5/14/2025 | Synovus Financial Corp | 3,883 | $350K | 0.0% | -18.2% | 0.044% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,665 | $5.38M | 0.0% | +280.6% | 0.670% | |
| 5/14/2025 | Kestra Advisory Services LLC | 63,327 | $5.71M | 0.0% | -2.4% | 0.712% | |
| 5/14/2025 | Flow Traders U.S. LLC | 4,071 | $367K | 0.0% | +49.8% | 0.046% | |
| 5/14/2025 | Venture Visionary Partners LLC | 2,339 | $211K | 0.0% | -50.0% | 0.026% | |
| 5/13/2025 | Raymond James Financial Inc. | 442,791 | $39.89M | 0.0% | -0.2% | 4.975% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 6,086 | $548K | 0.0% | -5.4% | 0.068% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 53,674 | $4.84M | 0.1% | -8.3% | 0.603% | |
| 5/13/2025 | HighTower Advisors LLC | 37,725 | $3.40M | 0.0% | -1.9% | 0.424% | |
| 5/12/2025 | Virtu Financial LLC | 22,383 | $2.02M | 0.1% | N/A | 0.251% | |
| 5/12/2025 | Potentia Wealth | 10,335 | $931K | 0.4% | -6.8% | 0.116% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 70,237 | $6.21M | 0.2% | +1.0% | 0.789% | |
| 5/9/2025 | Tidemark LLC | 3,042 | $274K | 0.1% | -27.7% | 0.034% | |
| 5/9/2025 | Three Seasons Wealth LLC | 15,251 | $1.37M | 0.7% | -4.0% | 0.171% | |
| 5/8/2025 | IFG Advisory LLC | 42,995 | $3.87M | 0.2% | -5.4% | 0.483% | |
| 5/8/2025 | Harbour Investments Inc. | 3,517 | $317K | 0.0% | +48.6% | 0.040% | |
| 5/8/2025 | Arkadios Wealth Advisors | 3,380 | $304K | 0.0% | +12.4% | 0.038% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 45,934 | $4.14M | 0.1% | +181.9% | 0.516% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 2,402 | $216K | 0.1% | -48.7% | 0.027% | |
| 5/7/2025 | LPL Financial LLC | 602,895 | $54.32M | 0.0% | +1.4% | 6.774% | |
| 5/6/2025 | Cetera Investment Advisers | 139,804 | $12.60M | 0.0% | +43.0% | 1.571% | |
| 5/6/2025 | Triumph Capital Management | 6,430 | $579K | 0.2% | -33.7% | 0.072% | |
| 5/5/2025 | IFP Advisors Inc | 924 | $83K | 0.0% | -28.6% | 0.010% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 2,287 | $206K | 0.1% | N/A | 0.026% | |
| 5/5/2025 | Private Advisor Group LLC | 5,914 | $533K | 0.0% | -15.1% | 0.066% | |
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| 5/1/2025 | MTM Investment Management LLC | 33,994 | $3.08M | 1.2% | +1.0% | 0.382% | |
| 5/1/2025 | CWM LLC | 56,209 | $5.06M | 0.0% | +4.6% | 0.632% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 2,464 | $222K | 0.0% | -8.4% | 0.028% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 44,764 | $4.03M | 0.0% | +2.2% | 0.503% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 29,939 | $2.72M | 0.2% | +0.9% | 0.336% | |
| 4/28/2025 | D.A. Davidson & CO. | 45,399 | $4.09M | 0.0% | +2.2% | 0.510% | |
| 4/28/2025 | Hapanowicz & Associates Financial Services Inc | 70,292 | $6.33M | 3.5% | -71.7% | 0.790% | |
| 4/23/2025 | Western Wealth Management LLC | 27,038 | $2.44M | 0.2% | +2.1% | 0.302% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 5,058 | $456K | 0.0% | -15.6% | 0.057% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 58,628 | $5.28M | 2.6% | -4.8% | 0.655% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 29,939 | $2.72M | 0.2% | +0.9% | 0.335% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 250,935 | $22.61M | 0.1% | -8.9% | 2.758% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 2,380 | $214K | 0.2% | -30.0% | 0.026% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 11,384 | $1.03M | 0.5% | +5.9% | 0.125% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,467 | $2.75M | 0.0% | +4.4% | 0.335% | |
| 4/15/2025 | Mainsail Financial Group LLC | 37,605 | $3.39M | 1.9% | +4.8% | 0.413% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,800 | $254K | 0.0% | +6.0% | 0.031% | |
| 4/14/2025 | City Holding Co. | 18,458 | $1.66M | 0.2% | +14.0% | 0.203% | |
| 4/14/2025 | ARS Wealth Advisors Group LLC | 12,475 | $1.12M | 0.2% | -3.0% | 0.137% | |
| 4/10/2025 | Wealth Alliance Advisory Group LLC | 59,835 | $5.39M | 1.1% | -51.9% | 0.650% | |
| 4/9/2025 | NBC Securities Inc. | 2,335 | $210K | 0.0% | +116,650.0% | 0.025% | |
| 4/7/2025 | GAMMA Investing LLC | 126,576 | $11.40M | 0.0% | +8,909.0% | 1.383% | |
| 4/2/2025 | Park National Corp OH | 36,467 | $3.29M | 0.1% | -4.8% | 0.386% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 29,188 | $2.95M | 0.0% | +33.3% | 0.309% | |
| 2/26/2025 | Capital A Wealth Management LLC | 1,075 | $109K | 0.2% | N/A | 0.011% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 12,164 | $1.23M | 0.0% | +6.9% | 0.129% | |
| 2/25/2025 | Armis Advisers LLC | 2,030 | $205K | 0.0% | N/A | 0.021% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 574 | $58K | 0.0% | N/A | 0.006% | |
| 2/17/2025 | Two Sigma Investments LP | 8,900 | $899K | 0.0% | N/A | 0.094% | |
| 2/17/2025 | Royal Bank of Canada | 378,492 | $38.25M | 0.0% | -1.8% | 4.005% | |
| 2/17/2025 | Cresset Asset Management LLC | 2,487 | $251K | 0.0% | N/A | 0.026% | |
| 2/17/2025 | Cetera Investment Advisers | 97,743 | $9.88M | 0.0% | +1.1% | 1.034% | |
| 2/17/2025 | Captrust Financial Advisors | 6,600 | $667K | 0.0% | -25.0% | 0.070% | |
| 2/17/2025 | Baird Financial Group Inc. | 82,172 | $8.30M | 0.0% | +2.9% | 0.870% | |
| 2/17/2025 | Bank of America Corp DE | 427,386 | $43.19M | 0.0% | -5.6% | 4.523% | |
| 2/17/2025 | Benjamin Edwards Inc. | 11,245 | $1.14M | 0.0% | -2.6% | 0.119% | |
| 2/14/2025 | Jane Street Group LLC | 4,034 | $408K | 0.0% | -47.1% | 0.043% | |
| 2/14/2025 | Triumph Capital Management | 9,696 | $980K | 0.3% | -27.8% | 0.103% | |
| 2/14/2025 | Comerica Bank | 24,229 | $2.45M | 0.0% | +2.7% | 0.256% | |
| 2/14/2025 | Lido Advisors LLC | 5,798 | $586K | 0.0% | N/A | 0.061% | |
| 2/14/2025 | Three Seasons Wealth LLC | 15,894 | $1.61M | 0.8% | N/A | 0.168% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,103 | $920K | 0.0% | +9.7% | 0.096% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 14,675 | $1.48M | 0.2% | -4.4% | 0.155% | |
| 2/14/2025 | Susquehanna International Group LLP | 29,914 | $3.02M | 0.0% | -2.3% | 0.317% | |
| 2/14/2025 | IHT Wealth Management LLC | 2,622 | $265K | 0.0% | +23.9% | 0.028% | |
| 2/14/2025 | Stifel Financial Corp | 46,628 | $4.71M | 0.0% | -16.9% | 0.493% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 28,391 | $2.87M | 0.0% | +1.8% | 0.300% | |
| 2/14/2025 | MML Investors Services LLC | 16,669 | $1.69M | 0.0% | +15.2% | 0.176% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,766 | $381K | 0.0% | -26.9% | 0.040% | |
| 2/13/2025 | Regal Investment Advisors LLC | 30,741 | $3.11M | 0.2% | +1.4% | 0.325% | |
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| 2/13/2025 | Belpointe Asset Management LLC | 4,976 | $492K | 0.0% | +5.2% | 0.053% | |
| 2/13/2025 | Mariner LLC | 3,476 | $351K | 0.0% | -15.8% | 0.037% | |
| 2/13/2025 | Keystone Financial Group | 13,665 | $1.38M | 0.1% | N/A | 0.145% | |
| 2/13/2025 | Synovus Financial Corp | 4,749 | $481K | 0.0% | N/A | 0.050% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 2,769 | $280K | 0.0% | N/A | 0.029% | |
| 2/13/2025 | Solano Wealth Investment Advisors LLC | 4,337 | $438K | 0.3% | N/A | 0.046% | |
| 2/13/2025 | Raymond James Financial Inc. | 443,861 | $44.86M | 0.0% | N/A | 4.697% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 43,801 | $4.43M | 0.0% | +9.5% | 0.464% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 23,160 | $2.34M | 0.3% | -3.0% | 0.245% | |
| 2/13/2025 | Wells Fargo & Company MN | 641,305 | $64.81M | 0.0% | +3.4% | 6.786% | |
