| 5/28/2025 | Anderson Financial Strategies LLC | 117,655 | $4.20M | 2.6% | -3.4% | 0.621% | |
| 5/20/2025 | Focus Partners Wealth | 45,827 | $1.64M | 0.0% | -3.9% | 0.242% | |
| 5/19/2025 | Jane Street Group LLC | 95,043 | $3.39M | 0.0% | +1,501.9% | 0.502% | |
| 5/16/2025 | Jones Financial Companies Lllp | 70,523 | $2.59M | 0.0% | +466.1% | 0.389% | |
| 5/16/2025 | AlTi Global Inc. | 15,440 | $549K | 0.0% | +100.0% | 0.085% | |
| 5/15/2025 | Royal Bank of Canada | 305,072 | $10.89M | 0.0% | +3.3% | 1.681% | |
| 5/15/2025 | Titleist Asset Management LLC | 93,792 | $3.35M | 0.4% | +1.5% | 0.517% | |
| 5/15/2025 | OLD Mission Capital LLC | 66,622 | $2.38M | 0.0% | +284.3% | 0.367% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 11,327 | $404K | 0.0% | -12.5% | 0.062% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 18,784 | $673K | 0.1% | +17.1% | 0.103% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 308,505 | $11.01M | 0.0% | +15.8% | 1.700% | |
| 5/13/2025 | Raymond James Financial Inc. | 280,148 | $10.00M | 0.0% | +2.6% | 1.544% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 44,247 | $1.58M | 1.1% | N/A | 0.244% | |
| 5/12/2025 | Invesco Ltd. | 20,249 | $723K | 0.0% | -3.5% | 0.112% | |
| 5/9/2025 | Deutsche Bank AG | 17,017 | $608K | 0.0% | -28.0% | 0.094% | |
| 5/9/2025 | WealthShield Partners LLC | 56,123 | $2.00M | 0.3% | +5.2% | 0.309% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,935 | $319K | 0.0% | +18.8% | 0.049% | |
| 5/9/2025 | Plan Group Financial LLC | 73,889 | $2.64M | 0.9% | N/A | 0.407% | |
| 5/8/2025 | US Bancorp DE | 13,584 | $485K | 0.0% | +502.4% | 0.075% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 7,592 | $271K | 0.0% | -11.3% | 0.042% | |
| 5/7/2025 | LPL Financial LLC | 853,638 | $30.48M | 0.0% | +12.0% | 4.703% | |
| 5/7/2025 | First Heartland Consultants Inc. | 153,273 | $5.47M | 0.6% | -3.8% | 0.844% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 46,877 | $1.67M | 0.6% | -4.2% | 0.258% | |
| 5/6/2025 | Cetera Investment Advisers | 1,267,904 | $45.26M | 0.1% | +2.6% | 6.986% | |
| 5/6/2025 | AE Wealth Management LLC | 375,180 | $13.39M | 0.1% | -9.4% | 2.067% | |
| 5/6/2025 | Retirement Income Solutions Inc | 10,979 | $392K | 0.1% | -10.6% | 0.060% | |
| 5/6/2025 | Advisors Preferred LLC | 1,747 | $63K | 0.0% | N/A | 0.010% | |
| 5/6/2025 | Old Port Advisors | 107,222 | $3.83M | 1.1% | -4.6% | 0.591% | |
| 5/5/2025 | IFP Advisors Inc | 67,874 | $2.42M | 0.1% | +4.8% | 0.374% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 131,374 | $4.69M | 0.1% | +24.9% | 0.724% | |
| 5/5/2025 | Private Advisor Group LLC | 8,514 | $304K | 0.0% | -3.4% | 0.047% | |
| 5/2/2025 | ESG Planning DBA Harper Investing | 43,921 | $1.57M | 1.0% | +36.4% | 0.242% | |
| 5/1/2025 | Asset Dedication LLC | 22,487 | $803K | 0.1% | -21.0% | 0.124% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 9,577 | $342K | 0.4% | -5.9% | 0.053% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,511 | $411K | 0.0% | +11.9% | 0.063% | |
| 4/30/2025 | M&T Bank Corp | 311,255 | $11.11M | 0.0% | -0.7% | 1.715% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 132,937 | $4.75M | 0.0% | +11.8% | 0.732% | |
| 4/29/2025 | Drake & Associates LLC | 229,207 | $8.18M | 2.3% | +2.7% | 1.263% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 249,491 | $8.91M | 0.2% | -1.6% | 1.375% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 8,775 | $313K | 0.0% | +493.7% | 0.048% | |
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| 4/29/2025 | Columbia River Financial Group LLC | 72,637 | $2.59M | 1.7% | +5.9% | 0.400% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 23,515 | $843K | 0.1% | +2.4% | 0.130% | |
| 4/28/2025 | Able Wealth Management LLC | 48,876 | $1.75M | 0.9% | +44.0% | 0.269% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 77,891 | $2.78M | 2.5% | N/A | 0.434% | |
| 4/25/2025 | Trademark Financial Management LLC | 65,240 | $2.33M | 1.8% | -18.7% | 0.363% | |
| 4/24/2025 | swisspartners Advisors Ltd | 224,890 | $8.03M | 7.5% | +3.7% | 1.253% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 110,117 | $3.93M | 0.3% | +1.2% | 0.613% | |
| 4/23/2025 | Williams Financial LLC | 28,743 | $1.03M | 0.7% | N/A | 0.160% | |
| 4/23/2025 | Systelligence LLC | 207,503 | $7.41M | 1.8% | -1.7% | 1.156% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 154,418 | $5.51M | 4.7% | +8.0% | 0.860% | |
| 4/22/2025 | Rodgers & Associates LTD | 53,976 | $1.93M | 0.2% | +3.0% | 0.301% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,714 | $311K | 0.0% | -6.6% | 0.049% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 76,486 | $2.73M | 0.4% | +5.1% | 0.426% | |
| 4/21/2025 | LifeWealth Investments LLC | 10,220 | $365K | 0.1% | +41.2% | 0.057% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 6,675 | $234K | 0.1% | N/A | 0.037% | |
| 4/17/2025 | RiverTree Advisors LLC | 16,694 | $596K | 0.4% | -52.5% | 0.093% | |
| 4/15/2025 | Noble Wealth Management PBC | 3,200 | $114K | 0.1% | +60.0% | 0.018% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 98,566 | $3.52M | 0.5% | +35.4% | 0.549% | |
| 4/15/2025 | Simplicity Wealth LLC | 17,158 | $613K | 0.0% | N/A | 0.096% | |
| 4/14/2025 | Park Avenue Securities LLC | 5,704 | $204K | 0.0% | N/A | 0.032% | |
| 4/11/2025 | City State Bank | 4,143 | $148K | 0.0% | N/A | 0.023% | |
| 4/11/2025 | Impact Capital Partners LLC | 9,820 | $351K | 0.1% | N/A | 0.055% | |
| 4/11/2025 | Tower Wealth Partners Inc. | 156,018 | $5.57M | 3.0% | +0.4% | 0.869% | |
| 4/10/2025 | Financial Advisory Partners LLC | 8,839 | $316K | 0.1% | +15.3% | 0.049% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 213,866 | $7.64M | 2.8% | +162.8% | 1.191% | |
| 4/7/2025 | Summit Global Investments | 57,804 | $2.06M | 0.2% | -58.6% | 0.322% | |
| 3/12/2025 | Centaurus Financial Inc. | 177,795 | $6.27M | 0.4% | +4.5% | 1.098% | |
| 2/28/2025 | Park Square Financial Group LLC | 4,799 | $169K | 0.1% | N/A | 0.041% | |
| 2/26/2025 | LifeWealth Investments LLC | 7,236 | $255K | 0.2% | N/A | 0.061% | |
| 2/19/2025 | Three Cord True Wealth Management LLC | 143,032 | $5.05M | 4.4% | N/A | 1.212% | |
| 2/19/2025 | Columbia River Financial Group LLC | 68,588 | $2.42M | 1.7% | N/A | 0.581% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 12,938 | $456K | 0.0% | -4.0% | 0.110% | |
| 2/18/2025 | First Heartland Consultants Inc. | 159,410 | $5.62M | 0.5% | +18.2% | 1.351% | |
| 2/17/2025 | Focus Partners Wealth | 47,689 | $1.68M | 0.0% | N/A | 0.404% | |
| 2/17/2025 | Deutsche Bank AG | 23,627 | $834K | 0.0% | -37.9% | 0.200% | |
| 2/17/2025 | EP Wealth Advisors LLC | 3,061 | $108K | 0.0% | N/A | 0.026% | |
| 2/17/2025 | Cetera Investment Advisers | 1,235,474 | $43.58M | 0.1% | +961.7% | 10.470% | |
| 2/17/2025 | Bank of America Corp DE | 225,929 | $7.97M | 0.0% | -1.8% | 1.915% | |
| 2/17/2025 | Ameriprise Financial Inc. | 53,654 | $1.89M | 0.0% | +9.2% | 0.455% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 121,737 | $4.29M | 2.6% | N/A | 1.032% | |
| 2/17/2025 | AlTi Global Inc. | 7,720 | $272K | 0.0% | -18.0% | 0.065% | |
| 2/14/2025 | Jane Street Group LLC | 5,933 | $209K | 0.0% | -89.0% | 0.050% | |
| 2/14/2025 | Comerica Bank | 2,743 | $97K | 0.0% | -72.5% | 0.023% | |
| 2/14/2025 | Transce3nd LLC | 1,904 | $67K | 0.0% | N/A | 0.016% | |
| 2/13/2025 | CreativeOne Wealth LLC | 18,470 | $652K | 0.0% | N/A | 0.157% | |
| 2/13/2025 | Mariner LLC | 106,268 | $3.75M | 0.0% | -1.0% | 0.901% | |
| 2/13/2025 | Advisory Services Network LLC | 21,930 | $774K | 0.0% | N/A | 0.186% | |
| 2/13/2025 | Bank of Montreal Can | 872 | $31K | 0.0% | N/A | 0.007% | |
| 2/13/2025 | Titleist Asset Management LLC | 92,400 | $3.26M | 0.4% | +6.6% | 0.783% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 118,882 | $4.19M | 0.0% | -6.2% | 1.007% | |
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| 2/13/2025 | Wells Fargo & Company MN | 493,116 | $17.40M | 0.0% | +38.5% | 4.179% | |
| 2/12/2025 | OLD Mission Capital LLC | 17,334 | $611K | 0.0% | -87.2% | 0.147% | |
| 2/12/2025 | ESG Planning DBA Harper Investing | 32,190 | $1.14M | 0.8% | -6.5% | 0.273% | |
| 2/11/2025 | LPL Financial LLC | 762,119 | $26.88M | 0.0% | +67.0% | 6.459% | |
| 2/11/2025 | Summit Global Investments | 139,626 | $4.93M | 0.3% | N/A | 1.183% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 108,825 | $3.84M | 0.3% | +2.9% | 0.922% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 135,452 | $4.78M | 0.0% | +27.7% | 1.148% | |
| 2/7/2025 | Independent Advisor Alliance | 9,339 | $329K | 0.0% | N/A | 0.079% | |
| 2/7/2025 | Tower Wealth Partners Inc. | 155,424 | $5.48M | 2.9% | +3.5% | 1.317% | |
| 2/7/2025 | Intellectus Partners LLC | 6,150 | $217K | 0.0% | N/A | 0.052% | |
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