| 5/28/2025 | Anderson Financial Strategies LLC | 743 | $99K | 0.1% | +643.0% | 0.013% | |
| 5/19/2025 | Jane Street Group LLC | 2,950 | $393K | 0.0% | +4.2% | 0.053% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 26,743 | $3.56M | 0.0% | +0.4% | 0.480% | |
| 5/16/2025 | Plancorp LLC | 4,316 | $574K | 0.0% | -4.2% | 0.077% | |
| 5/16/2025 | Banque Transatlantique SA | 450 | $55K | 0.0% | N/A | 0.008% | |
| 5/15/2025 | Royal Bank of Canada | 11,462 | $1.53M | 0.0% | +1.4% | 0.206% | |
| 5/15/2025 | Baird Financial Group Inc. | 13,025 | $1.73M | 0.0% | +5.2% | 0.234% | |
| 5/14/2025 | Note Advisors LLC | 4,068 | $541K | 0.4% | -15.4% | 0.073% | |
| 5/14/2025 | Ieq Capital LLC | 3,156 | $420K | 0.0% | N/A | 0.057% | |
| 5/14/2025 | Freedom Investment Management Inc. | 4,555 | $606K | 0.1% | -16.9% | 0.082% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,407 | $453K | 0.0% | +92.5% | 0.061% | |
| 5/14/2025 | Phoenix Wealth Advisors | 17,025 | $2.27M | 1.0% | -17.8% | 0.306% | |
| 5/14/2025 | Kestra Advisory Services LLC | 34,851 | $4.64M | 0.0% | +1.1% | 0.626% | |
| 5/14/2025 | CW Advisors LLC | 54,149 | $7.21M | 0.1% | -1.9% | 0.972% | |
| 5/14/2025 | Flow Traders U.S. LLC | 3,339 | $444K | 0.0% | N/A | 0.060% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 18,441 | $2.42M | 0.1% | +13.5% | 0.331% | |
| 5/14/2025 | RWA Wealth Partners LLC | 36,793 | $4.90M | 0.1% | +2.1% | 0.661% | |
| 5/13/2025 | Raymond James Financial Inc. | 27,260 | $3.63M | 0.0% | +20.2% | 0.489% | |
| 5/13/2025 | Brooklyn FI LLC | 4,394 | $585K | 0.2% | N/A | 0.079% | |
| 5/13/2025 | HighTower Advisors LLC | 20,345 | $2.71M | 0.0% | -4.1% | 0.365% | |
| 5/9/2025 | Topel & Distasi Wealth Management LLC | 4,763 | $634K | 0.3% | -25.9% | 0.085% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 1,905 | $254K | 0.0% | -61.9% | 0.034% | |
| 5/8/2025 | Commerce Bank | 15,655 | $2.08M | 0.0% | +6.1% | 0.279% | |
| 5/8/2025 | Harbour Investments Inc. | 454 | $60K | 0.0% | -42.6% | 0.008% | |
| 5/7/2025 | LPL Financial LLC | 111,571 | $14.85M | 0.0% | +4.7% | 1.989% | |
| 5/7/2025 | FourThought Financial Partners LLC | 8,020 | $1.07M | 0.1% | +8.9% | 0.143% | |
| 5/6/2025 | Cetera Investment Advisers | 36,160 | $4.81M | 0.0% | +19.7% | 0.645% | |
| 5/5/2025 | Wealth Dimensions Group Ltd. | 14,371 | $1.91M | 0.5% | +1.7% | 0.256% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 3,387 | $451K | 0.0% | +12.9% | 0.060% | |
| 5/5/2025 | AMG National Trust Bank | 20,406 | $2.72M | 0.1% | +171.0% | 0.364% | |
| 5/5/2025 | Private Advisor Group LLC | 5,709 | $760K | 0.0% | -6.7% | 0.102% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 1,954 | $251K | 0.0% | N/A | 0.035% | |
| 5/1/2025 | Fifth Third Securities Inc. | 10,813 | $1.44M | 0.1% | +4.9% | 0.193% | |
| 5/1/2025 | Country Club Bank | 2,740 | $365K | 0.0% | N/A | 0.049% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 11,250 | $1.50M | 0.3% | N/A | 0.201% | |
| 4/29/2025 | Centennial Bank AR | 1,693 | $225K | 0.1% | +78.6% | 0.030% | |
| 4/29/2025 | Jordan Park Group LLC | 9,816 | $1.31M | 0.1% | -1.0% | 0.175% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,618 | $1.41M | 0.0% | -2.1% | 0.189% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 2,556 | $340K | 0.2% | -33.0% | 0.046% | |
| 4/28/2025 | Private Trust Co. NA | 191 | $25K | 0.0% | -32.7% | 0.003% | |
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| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 19,055 | $2.54M | 0.0% | -2.6% | 0.340% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 2,072 | $276K | 0.0% | +4.1% | 0.037% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 8,179 | $1.09M | 0.0% | +69.6% | 0.146% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,786 | $1.17M | 0.0% | -3.1% | 0.157% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,797 | $372K | 0.0% | -38.5% | 0.050% | |
| 4/21/2025 | WestHill Financial Advisors Inc. | 57,106 | $7.60M | 1.7% | +3.2% | 1.018% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 43,992 | $5.86M | 0.8% | +106.1% | 0.784% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 3,876 | $516K | 0.0% | -11.3% | 0.069% | |
| 4/17/2025 | 1900 Wealth Management LLC | 3,776 | $503K | 0.0% | -8.2% | 0.067% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,042 | $671K | 0.0% | -22.1% | 0.090% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 4,759 | $633K | 0.0% | -10.3% | 0.085% | |
| 4/14/2025 | Financial Advisory Corp | 53,782 | $7.16M | 1.2% | -5.4% | 0.959% | |
| 4/9/2025 | McLean Asset Management Corp | 6,259 | $833K | 0.2% | +37.3% | 0.112% | |
| 4/8/2025 | IVC Wealth Advisors LLC | 7,838 | $1.04M | 0.6% | -8.9% | 0.140% | |
| 4/7/2025 | AdvisorNet Financial Inc | 18,733 | $2.49M | 0.2% | +0.8% | 0.334% | |
| 4/1/2025 | LBJ Family Wealth Advisors Ltd. | 12,211 | $1.63M | 1.0% | -2.1% | 0.218% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,469 | $935K | 0.0% | +22.4% | 0.115% | |
| 2/27/2025 | Carolinas Wealth Consulting LLC | 20,744 | $3M | 0.5% | -1.3% | 0.370% | |
| 2/26/2025 | Financial Advisory Corp | 56,836 | $8.22M | 1.4% | N/A | 1.013% | |
| 2/26/2025 | Virtue Capital Management LLC | 62,445 | $9.03M | 1.8% | -13.8% | 1.113% | |
| 2/20/2025 | Michels Family Financial LLC | 4,475 | $647K | 0.6% | N/A | 0.079% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 7,957 | $1.15M | 0.2% | +33.3% | 0.140% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 1,914 | $277K | 0.0% | +13.9% | 0.034% | |
| 2/18/2025 | Note Advisors LLC | 4,810 | $696K | 0.6% | N/A | 0.085% | |
| 2/17/2025 | Waverly Advisors LLC | 1,954 | $283K | 0.0% | N/A | 0.034% | |
| 2/17/2025 | Two Sigma Investments LP | 24,200 | $3.50M | 0.0% | N/A | 0.427% | |
| 2/17/2025 | Silvercrest Asset Management Group LLC | 22,946 | $3.32M | 0.0% | +86.9% | 0.405% | |
| 2/17/2025 | Pathstone Holdings LLC | 163,028 | $23.58M | 0.1% | +3.6% | 2.875% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 3,816 | $551K | 0.2% | N/A | 0.067% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 1,127 | $163K | 0.0% | N/A | 0.020% | |
| 2/17/2025 | Cetera Investment Advisers | 30,212 | $4.37M | 0.0% | +6.8% | 0.533% | |
| 2/17/2025 | Baird Financial Group Inc. | 12,384 | $1.79M | 0.0% | +0.6% | 0.218% | |
| 2/17/2025 | Bank of America Corp DE | 452,691 | $65.46M | 0.0% | +0.2% | 7.984% | |
| 2/17/2025 | Ameriprise Financial Inc. | 91,089 | $13.18M | 0.0% | -6.6% | 1.607% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,227 | $177K | 0.0% | +1,127.0% | 0.022% | |
| 2/17/2025 | Allegheny Financial Group | 5,721 | $827K | 0.2% | +21.5% | 0.101% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 2,782 | $402K | 0.0% | N/A | 0.049% | |
| 2/14/2025 | Jane Street Group LLC | 2,830 | $409K | 0.0% | N/A | 0.050% | |
| 2/14/2025 | Comerica Bank | 1,504 | $217K | 0.0% | -4.5% | 0.027% | |
| 2/14/2025 | Lido Advisors LLC | 1,802 | $261K | 0.0% | -4.7% | 0.032% | |
| 2/14/2025 | Susquehanna International Group LLP | 15,430 | $2.23M | 0.0% | -54.1% | 0.272% | |
| 2/14/2025 | Stifel Financial Corp | 7,550 | $1.09M | 0.0% | -8.8% | 0.133% | |
| 2/14/2025 | Commerce Bank | 14,756 | $2.13M | 0.0% | +90.5% | 0.260% | |
| 2/13/2025 | Verisail Partners LLC | 4,621 | $668K | 0.3% | N/A | 0.081% | |
| 2/13/2025 | Mariner LLC | 3,465 | $501K | 0.0% | +5.7% | 0.061% | |
| 2/13/2025 | Bragg Financial Advisors Inc | 84,801 | $12.26M | 0.5% | -2.6% | 1.496% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 86,588 | $12.52M | 0.0% | +8.1% | 1.527% | |
| 2/13/2025 | Sterling Capital Management LLC | 1,644 | $238K | 0.0% | +55.8% | 0.029% | |
| 2/13/2025 | TRUE Private Wealth Advisors | 2,110 | $305K | 0.0% | +5.0% | 0.037% | |
| 2/13/2025 | Raymond James Financial Inc. | 22,680 | $3.28M | 0.0% | N/A | 0.400% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 10,851 | $1.57M | 0.0% | -28.0% | 0.191% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,376 | $3.67M | 0.0% | -2.4% | 0.448% | |
| 2/12/2025 | RWA Wealth Partners LLC | 36,032 | $5.21M | 0.1% | -2.6% | 0.635% | |
| 2/12/2025 | JPMorgan Chase & Co. | 28,061 | $4.06M | 0.0% | -2.8% | 0.495% | |
| 2/12/2025 | Potentia Wealth | 24,982 | $3.61M | 1.6% | N/A | 0.441% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 55,196 | $7.98M | 0.1% | -0.5% | 0.973% | |
| 2/11/2025 | LPL Financial LLC | 106,562 | $15.41M | 0.0% | +11.0% | 1.879% | |
| 2/11/2025 | Plancorp LLC | 4,507 | $652K | 0.0% | -2.3% | 0.079% | |
| 2/11/2025 | Oxford Financial Group LTD. LLC | 541 | $78K | 0.0% | N/A | 0.010% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,550 | $658K | 0.0% | +2.8% | 0.080% | |
