| 5/16/2025 | United Services Automobile Association | 2,421,191 | $113.65M | 3.5% | +12.4% | 4.724% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 33,927 | $1.59M | 0.0% | +14.9% | 0.066% | |
| 5/16/2025 | AQR Capital Management LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
| 5/15/2025 | Royal Bank of Canada | 160,514 | $7.54M | 0.0% | +6.8% | 0.313% | |
| 5/15/2025 | Betterment LLC | 5,817 | $273K | 0.0% | -12.9% | 0.011% | |
| 5/15/2025 | Insight Wealth Partners LLC | 96,070 | $4.51M | 0.8% | -0.7% | 0.187% | |
| 5/14/2025 | Ieq Capital LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
| 5/14/2025 | Comerica Bank | 11,483 | $539K | 0.0% | +23.2% | 0.022% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,267 | $2.08M | 0.0% | +62.2% | 0.086% | |
| 5/14/2025 | CW Advisors LLC | 34,597 | $1.62M | 0.0% | N/A | 0.068% | |
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| 5/14/2025 | Flow Traders U.S. LLC | 23,720 | $1.11M | 0.0% | N/A | 0.046% | |
| 5/14/2025 | Capital Analysts LLC | 1,070 | $50K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 160,537 | $7.54M | 0.1% | -11.9% | 0.313% | |
| 5/13/2025 | Raymond James Financial Inc. | 935,318 | $43.90M | 0.0% | +19.4% | 1.825% | |
| 5/12/2025 | SouthState Corp | 771,747 | $36.23M | 1.7% | N/A | 1.506% | |
| 5/12/2025 | FSA Wealth Partners Inc. | 141,280 | $6.63M | 2.5% | -18.6% | 0.276% | |
| 5/12/2025 | Sloy Dahl & Holst LLC | 92,139 | $4.33M | 0.8% | +5.6% | 0.180% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 5,605,279 | $263.11M | 0.0% | -13.1% | 10.937% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,547 | $73K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 345,073 | $15.90M | 1.6% | -2.2% | 0.673% | |
| 5/8/2025 | Harbour Investments Inc. | 89,610 | $4.21M | 0.1% | +16.0% | 0.175% | |
| 5/7/2025 | Horan Capital Advisors LLC. | 339,420 | $15.93M | 5.4% | +1.2% | 0.662% | |
| 5/7/2025 | LPL Financial LLC | 1,568,446 | $73.62M | 0.0% | +25.1% | 3.060% | |
| 5/6/2025 | Cetera Investment Advisers | 640,756 | $30.08M | 0.1% | +24.8% | 1.250% | |
| 5/6/2025 | IMA Advisory Services Inc. | 182,951 | $8.59M | 1.0% | N/A | 0.357% | |
| 5/5/2025 | Sargent Investment Group LLC | 336,440 | $15.79M | 2.5% | +23.7% | 0.656% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 158,115 | $7.42M | 6.2% | +0.3% | 0.309% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 37,761 | $1.77M | 0.0% | +18.5% | 0.074% | |
| 5/5/2025 | Private Advisor Group LLC | 88,651 | $4.16M | 0.0% | -42.4% | 0.173% | |
| 5/2/2025 | Allen Capital Group LLC | 776,007 | $36.43M | 4.1% | +42.2% | 1.514% | |
| 5/2/2025 | Victory Capital Management Inc. | 18,072,145 | $848.31M | 0.9% | -1.2% | 35.263% | |
| 5/2/2025 | Bogart Wealth LLC | 1,801,633 | $84.57M | 4.0% | +2.4% | 3.515% | |
| 5/2/2025 | Sigma Planning Corp | 16,294 | $765K | 0.0% | -17.9% | 0.032% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 121,314 | $5.69M | 3.5% | -10.6% | 0.239% | |
| 4/30/2025 | Allworth Financial LP | 540,175 | $25.16M | 0.1% | +4.4% | 1.063% | |
| 4/30/2025 | Personal CFO Solutions LLC | 12,107 | $568K | 0.1% | -90.4% | 0.024% | |
| 4/30/2025 | Planning Directions Inc. | 228,823 | $10.74M | 4.6% | +5.5% | 0.450% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 46,447 | $2.18M | 0.0% | +11.9% | 0.091% | |
| 4/29/2025 | Atlantic Edge Private Wealth Management LLC | 254,562 | $11.95M | 3.7% | +0.8% | 0.501% | |
| 4/29/2025 | World Investment Advisors | 15,538 | $729K | 0.0% | N/A | 0.031% | |
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| 4/29/2025 | Brookstone Capital Management | 27,399 | $1.29M | 0.0% | +34.6% | 0.054% | |
| 4/28/2025 | Axis Wealth Partners LLC | 50,834 | $2.39M | 1.8% | +13.0% | 0.100% | |
| 4/28/2025 | Novem Group | 11,472 | $539K | 0.1% | -28.1% | 0.023% | |
| 4/28/2025 | Klingenstein Fields & Co. LP | 38,326 | $1.80M | 0.1% | +232.0% | 0.075% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 4,784 | $225K | 0.0% | -10.4% | 0.009% | |
| 4/23/2025 | Goldstein Advisors LLC | 9,553 | $448K | 0.1% | +2.5% | 0.019% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 184,041 | $8.64M | 0.7% | +0.9% | 0.362% | |
| 4/23/2025 | Perigon Wealth Management LLC | 6,153 | $289K | 0.0% | +14.8% | 0.012% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 3,084 | $145K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Ferguson Shapiro LLC | 22,562 | $1.06M | 0.4% | +1.7% | 0.044% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.085% | |
| 4/23/2025 | Valmark Advisers Inc. | 32,543 | $1.53M | 0.0% | +0.7% | 0.064% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 5,952 | $279K | 0.0% | -12.3% | 0.012% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,205 | $9.16M | 0.0% | -1.2% | 0.384% | |
| 4/22/2025 | Envision Financial LLC | 143,789 | $6.75M | 5.1% | +19.0% | 0.283% | |
| 4/22/2025 | Cyr Financial Inc. | 170,188 | $7.99M | 8.0% | +3.8% | 0.335% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,350 | $204K | 0.0% | -36.0% | 0.009% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 17,179 | $806K | 0.1% | +6.3% | 0.034% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 34,519 | $1.62M | 0.0% | +22.3% | 0.068% | |
| 4/16/2025 | Avaii Wealth Management LLC | 9,034 | $424K | 0.2% | +7.1% | 0.018% | |
| 4/16/2025 | Pathway Financial Advisors LLC | 158,504 | $7.44M | 1.3% | +12.9% | 0.310% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,648 | $500K | 0.0% | -24.4% | 0.021% | |
| 4/15/2025 | Greenwood Capital Associates LLC | 25,390 | $1.19M | 0.2% | N/A | 0.050% | |
| 4/15/2025 | Chris Bulman Inc | 21,212 | $996K | 0.6% | +44.1% | 0.041% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.084% | |
| 4/14/2025 | Toth Financial Advisory Corp | 150,032 | $7.04M | 0.8% | +12.0% | 0.293% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 23,980 | $1.13M | 0.2% | -22.9% | 0.047% | |
| 4/11/2025 | Alliance Wealth Advisors LLC | 501,145 | $23.52M | 13.3% | +1.3% | 0.982% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 168,855 | $7.93M | 5.5% | +4.7% | 0.331% | |
| 4/11/2025 | Fjell Capital LLC | 138,688 | $6.51M | 6.6% | +50.1% | 0.272% | |
| 4/10/2025 | Strategic Planning Group LLC | 34,243 | $1.61M | 0.3% | +15.7% | 0.067% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 528 | $25K | 0.0% | +80.8% | 0.001% | |
| 4/8/2025 | James J. Burns & Company LLC | 70,519 | $3.31M | 0.6% | -2.5% | 0.138% | |
| 4/7/2025 | AdvisorNet Financial Inc | 144,503 | $6.78M | 0.5% | +16.4% | 0.283% | |
| 3/19/2025 | Northeast Planning Associates INC. NH | 157,570 | $7.24M | 7.5% | N/A | 0.311% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,080 | $647K | 0.0% | -16.3% | 0.028% | |
| 2/18/2025 | Novem Group | 15,957 | $733K | 0.1% | N/A | 0.032% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 4,123 | $189K | 0.1% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 513,320 | $23.59M | 0.0% | +9.5% | 1.013% | |
| 2/17/2025 | Bank of America Corp DE | 833,549 | $38.31M | 0.0% | +54.2% | 1.646% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 182,201 | $8.37M | 0.1% | N/A | 0.360% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 19,342 | $889K | 0.0% | +103.2% | 0.038% | |
| 2/14/2025 | Jane Street Group LLC | 110,854 | $5.10M | 0.0% | +200.2% | 0.219% | |
| 2/14/2025 | Comerica Bank | 9,324 | $429K | 0.0% | +16.0% | 0.018% | |
| 2/14/2025 | Betterment LLC | 6,675 | $307K | 0.0% | -52.9% | 0.013% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 29,523 | $1.36M | 0.0% | +58.1% | 0.058% | |
| 2/14/2025 | Susquehanna International Group LLP | 41,159 | $1.89M | 0.0% | N/A | 0.081% | |
| 2/14/2025 | Stifel Financial Corp | 38,979 | $1.79M | 0.0% | -38.8% | 0.077% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 536 | $25K | 0.0% | N/A | 0.001% | |
| 2/14/2025 | MML Investors Services LLC | 25,551 | $1.17M | 0.0% | +4.5% | 0.050% | |
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| 2/14/2025 | Concourse Financial Group Securities Inc. | 32,162 | $1.48M | 0.1% | -2.6% | 0.063% | |
| 2/13/2025 | Keystone Financial Group | 9,267 | $426K | 0.0% | N/A | 0.018% | |
| 2/13/2025 | Raymond James Financial Inc. | 783,160 | $35.99M | 0.0% | N/A | 1.546% | |
| 2/13/2025 | Advisory Services Network LLC | 28,599 | $1.31M | 0.0% | -28.1% | 0.056% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 41,526 | $1.91M | 0.0% | -87.1% | 0.082% | |
| 2/13/2025 | Wells Fargo & Company MN | 498,140 | $22.90M | 0.0% | +184.2% | 0.983% | |
| 2/12/2025 | Nicolet Advisory Services LLC | 352,656 | $16.05M | 1.5% | +2.7% | 0.696% | |
| 2/12/2025 | Private Portfolio Partners LLC | 7,238 | $333K | 0.1% | -6.8% | 0.014% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 3,661 | $167K | 0.0% | -16.3% | 0.007% | |
| 2/12/2025 | WealthTrak Capital Management LLC | 2,661 | $122K | 0.1% | N/A | 0.005% | |
