| 5/28/2025 | Anderson Financial Strategies LLC | 280 | $52K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 9,012 | $1.68M | 0.0% | +12.9% | 0.182% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,686 | $873K | 0.0% | -4.1% | 0.095% | |
| 5/15/2025 | Royal Bank of Canada | 16,304 | $3.04M | 0.0% | -7.0% | 0.330% | |
| 5/15/2025 | Graney & King LLC | 776 | $145K | 0.1% | -12.9% | 0.016% | |
| 5/14/2025 | Comerica Bank | 4,578 | $853K | 0.0% | +3.4% | 0.093% | |
| 5/14/2025 | Freedom Investment Management Inc. | 2,757 | $514K | 0.0% | -18.2% | 0.056% | |
| 5/14/2025 | Kestra Advisory Services LLC | 33,480 | $6.24M | 0.0% | +0.2% | 0.678% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 9,117 | $1.70M | 0.1% | +1.9% | 0.185% | |
| 5/14/2025 | CW Advisors LLC | 54,370 | $10.13M | 0.1% | -0.8% | 1.101% | |
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| 5/14/2025 | RWA Wealth Partners LLC | 15,790 | $2.94M | 0.0% | +22.8% | 0.320% | |
| 5/13/2025 | Keystone Global Partners LLC | 13,080 | $2.44M | 1.7% | N/A | 0.265% | |
| 5/13/2025 | Raymond James Financial Inc. | 34,432 | $6.42M | 0.0% | -2.5% | 0.697% | |
| 5/13/2025 | HighTower Advisors LLC | 30,457 | $5.68M | 0.0% | -9.2% | 0.617% | |
| 5/9/2025 | Westwood Holdings Group Inc. | 151,534 | $28.24M | 0.2% | -25.9% | 3.067% | |
| 5/9/2025 | Blair William & Co. IL | 135 | $25K | 0.0% | -47.1% | 0.003% | |
| 5/8/2025 | Commerce Bank | 14,160 | $2.64M | 0.0% | +5.3% | 0.287% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 3,417 | $637K | 0.0% | +53.0% | 0.069% | |
| 5/7/2025 | LPL Financial LLC | 66,909 | $12.47M | 0.0% | -0.6% | 1.354% | |
| 5/7/2025 | FourThought Financial Partners LLC | 4,484 | $836K | 0.1% | -7.6% | 0.091% | |
| 5/6/2025 | Assetmark Inc. | 127,059 | $23.68M | 0.1% | +2.9% | 2.572% | |
| 5/6/2025 | Cetera Investment Advisers | 22,702 | $4.23M | 0.0% | +6.0% | 0.460% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 15,595 | $2.91M | 0.0% | +27.2% | 0.316% | |
| 5/6/2025 | AE Wealth Management LLC | 143 | $27K | 0.0% | -29.9% | 0.003% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 3,986 | $743K | 0.4% | -8.7% | 0.081% | |
| 5/5/2025 | AMG National Trust Bank | 10,762 | $2.01M | 0.1% | +118.8% | 0.218% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 9,402 | $1.75M | 0.5% | +64.7% | 0.190% | |
| 5/2/2025 | LJI Wealth Management LLC | 59,944 | $11.17M | 2.2% | +4.0% | 1.213% | |
| 5/1/2025 | CWM LLC | 39,225 | $7.31M | 0.0% | +137.9% | 0.794% | |
| 5/1/2025 | Riversedge Advisors LLC | 24,335 | $4.54M | 1.0% | -4.0% | 0.493% | |
| 5/1/2025 | Fifth Third Securities Inc. | 15,865 | $2.96M | 0.2% | +5.2% | 0.321% | |
| 5/1/2025 | Country Club Bank | 3,335 | $628K | 0.0% | N/A | 0.068% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 1,115 | $208K | 0.0% | -25.2% | 0.023% | |
| 4/30/2025 | Brown Advisory Inc. | 12,833 | $2.39M | 0.0% | -0.5% | 0.260% | |
| 4/29/2025 | Centennial Bank AR | 1,460 | $272K | 0.1% | +7.0% | 0.030% | |
| 4/29/2025 | TD Private Client Wealth LLC | 306 | $57K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 36,037 | $6.72M | 0.0% | -5.3% | 0.729% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 11,107 | $2.07M | 0.1% | -1.2% | 0.225% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 10,320 | $1.92M | 0.1% | -8.7% | 0.209% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 9,084 | $1.69M | 0.5% | +9.1% | 0.184% | |
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| 4/25/2025 | Mather Group LLC. | 3,823 | $712K | 0.0% | -1.6% | 0.077% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 5,909 | $1.10M | 0.0% | +64.6% | 0.120% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 6,879 | $1.28M | 0.0% | +1.3% | 0.140% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,602 | $298K | 0.0% | -46.2% | 0.033% | |
| 4/21/2025 | WestHill Financial Advisors Inc. | 39,799 | $7.42M | 1.7% | -0.8% | 0.809% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 33,993 | $6.34M | 0.8% | +2,349.1% | 0.691% | |
| 4/18/2025 | Wolf Group Capital Advisors | 4,248 | $792K | 0.3% | -8.8% | 0.086% | |
| 4/17/2025 | 1900 Wealth Management LLC | 3,401 | $634K | 0.1% | -5.6% | 0.069% | |
| 4/17/2025 | Sound Income Strategies LLC | 4,545 | $847K | 0.1% | N/A | 0.092% | |
| 4/14/2025 | Farther Finance Advisors LLC | 621 | $116K | 0.0% | N/A | 0.013% | |
| 4/9/2025 | NBC Securities Inc. | 150 | $28K | 0.0% | N/A | 0.003% | |
| 4/8/2025 | IVC Wealth Advisors LLC | 16,568 | $3.09M | 1.7% | +14.1% | 0.335% | |
| 4/7/2025 | AdvisorNet Financial Inc | 11,806 | $2.20M | 0.2% | -1.1% | 0.241% | |
| 4/1/2025 | LBJ Family Wealth Advisors Ltd. | 5,365 | $1M | 0.6% | -4.2% | 0.109% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 173 | $36K | 0.0% | N/A | 0.004% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,816 | $382K | 0.0% | -8.4% | 0.037% | |
| 2/26/2025 | Virtue Capital Management LLC | 55,510 | $11.67M | 2.3% | -1.7% | 1.145% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 8,159 | $1.71M | 0.0% | N/A | 0.168% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 8,329 | $1.75M | 0.9% | N/A | 0.172% | |
| 2/20/2025 | Michels Family Financial LLC | 2,926 | $615K | 0.6% | N/A | 0.060% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 4,598 | $966K | 0.1% | +27.7% | 0.095% | |
| 2/17/2025 | Westwood Holdings Group Inc. | 204,410 | $42.96M | 0.3% | -43.7% | 4.215% | |
| 2/17/2025 | Silvercrest Asset Management Group LLC | 62,639 | $13.16M | 0.1% | +12.4% | 1.292% | |
| 2/17/2025 | Pathstone Holdings LLC | 168,978 | $35.51M | 0.2% | -0.1% | 3.484% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 822 | $173K | 0.0% | N/A | 0.017% | |
| 2/17/2025 | Focus Partners Wealth | 1,167 | $245K | 0.0% | N/A | 0.024% | |
| 2/17/2025 | Cresset Asset Management LLC | 1,178 | $247K | 0.0% | N/A | 0.024% | |
| 2/17/2025 | Cetera Investment Advisers | 21,407 | $4.50M | 0.0% | -84.3% | 0.441% | |
| 2/17/2025 | Bank of America Corp DE | 303,586 | $63.80M | 0.0% | +1.1% | 6.260% | |
| 2/17/2025 | BNP Paribas Financial Markets | 45,000 | $9.46M | 0.0% | N/A | 0.928% | |
| 2/17/2025 | Ameriprise Financial Inc. | 58,536 | $12.30M | 0.0% | -0.4% | 1.207% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 822 | $173K | 0.0% | N/A | 0.017% | |
| 2/17/2025 | Allegheny Financial Group | 15,591 | $3.28M | 0.8% | +5.4% | 0.321% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 1,575 | $331K | 0.0% | N/A | 0.032% | |
| 2/14/2025 | Jane Street Group LLC | 2,206 | $464K | 0.0% | -38.5% | 0.045% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 2,233 | $469K | 0.0% | N/A | 0.046% | |
| 2/14/2025 | Stifel Financial Corp | 15,432 | $3.24M | 0.0% | +70.7% | 0.318% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 23,696 | $4.98M | 0.0% | +4.7% | 0.489% | |
| 2/14/2025 | MML Investors Services LLC | 6,968 | $1.46M | 0.0% | +5.5% | 0.144% | |
| 2/14/2025 | First Citizens Asset Management Inc. | 2,435 | $512K | 0.2% | -4.1% | 0.050% | |
| 2/14/2025 | Commerce Bank | 13,449 | $2.83M | 0.0% | +86.7% | 0.277% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 1,185 | $260K | 0.0% | -26.4% | 0.024% | |
| 2/13/2025 | NewEdge Advisors LLC | 4,885 | $1.03M | 0.0% | +41.2% | 0.101% | |
| 2/13/2025 | CreativeOne Wealth LLC | 1,054 | $221K | 0.0% | +4.8% | 0.022% | |
| 2/13/2025 | Bragg Financial Advisors Inc | 8,947 | $1.88M | 0.1% | -2.2% | 0.184% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 38,431 | $8.08M | 0.0% | -0.5% | 0.792% | |
| 2/13/2025 | Sterling Capital Management LLC | 212 | $45K | 0.0% | +28.5% | 0.004% | |
| 2/13/2025 | Raymond James Financial Inc. | 35,322 | $7.42M | 0.0% | N/A | 0.728% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 38,071 | $8M | 0.0% | -15.7% | 0.785% | |
| 2/13/2025 | Wells Fargo & Company MN | 45,157 | $9.49M | 0.0% | +6.3% | 0.931% | |
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| 2/12/2025 | RWA Wealth Partners LLC | 12,860 | $2.70M | 0.0% | -1.6% | 0.265% | |
| 2/12/2025 | JPMorgan Chase & Co. | 11,477 | $2.41M | 0.0% | +26.8% | 0.237% | |
| 2/12/2025 | Graney & King LLC | 891 | $187K | 0.1% | N/A | 0.018% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 2,191 | $460K | 0.0% | -5.7% | 0.045% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 54,812 | $11.52M | 0.2% | +1.1% | 1.130% | |
| 2/11/2025 | LPL Financial LLC | 67,315 | $14.15M | 0.0% | +13.2% | 1.388% | |
| 2/11/2025 | Absolute Capital Management LLC | 4,200 | $883K | 0.5% | -32.3% | 0.087% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 2,435 | $512K | 0.0% | -4.1% | 0.050% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 9,289 | $1.95M | 0.0% | -4.9% | 0.192% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 12,258 | $2.58M | 0.0% | N/A | 0.253% | |
