| 5/20/2025 | Integrity Alliance LLC. | 562,766 | $33.36M | 1.3% | +38.2% | 3.198% | |
| 5/19/2025 | Jane Street Group LLC | 18,644 | $1.11M | 0.0% | +267.0% | 0.106% | |
| 5/19/2025 | Advisory Alpha LLC | 24,395 | $1.45M | 0.0% | -2.1% | 0.139% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 27,008 | $1.60M | 0.0% | -18.8% | 0.154% | |
| 5/16/2025 | Jones Financial Companies Lllp | 625 | $39K | 0.0% | -92.7% | 0.004% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 20,819 | $1.23M | 0.0% | +167.0% | 0.119% | |
| 5/15/2025 | Royal Bank of Canada | 26,337 | $1.56M | 0.0% | +0.7% | 0.150% | |
| 5/15/2025 | Betterment LLC | 51,143 | $3.03M | 0.0% | +4.5% | 0.291% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 94,270 | $5.59M | 0.0% | +730.6% | 0.537% | |
| 5/14/2025 | Kestra Advisory Services LLC | 221,124 | $13.11M | 0.1% | +8.1% | 1.260% | |
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| 5/13/2025 | Seek First Inc. | 10,916 | $647K | 0.6% | N/A | 0.062% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 139,444 | $8.27M | 0.0% | -0.5% | 0.795% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,639 | $1.70M | 0.1% | N/A | 0.163% | |
| 5/12/2025 | Maia Wealth LLC | 21,514 | $1.22M | 0.3% | +198.0% | 0.123% | |
| 5/12/2025 | Founders Financial Alliance LLC | 2,959 | $175K | 0.0% | +61.3% | 0.017% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 79,626 | $4.72M | 2.0% | N/A | 0.454% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 26,182 | $1.54M | 0.1% | +0.7% | 0.149% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,872 | $230K | 0.0% | +228.4% | 0.022% | |
| 5/8/2025 | Harbour Investments Inc. | 42,214 | $2.50M | 0.1% | +26.4% | 0.241% | |
| 5/8/2025 | Arkadios Wealth Advisors | 13,408 | $795K | 0.0% | N/A | 0.076% | |
| 5/7/2025 | LPL Financial LLC | 1,131,261 | $67.06M | 0.0% | +4.6% | 6.446% | |
| 5/6/2025 | Cetera Investment Advisers | 423,163 | $25.09M | 0.0% | -0.6% | 2.411% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 103,624 | $6.14M | 0.0% | +13.9% | 0.590% | |
| 5/6/2025 | Efficient Advisors LLC | 3,938 | $233K | 0.0% | N/A | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 1,074,987 | $63.73M | 0.4% | +3.9% | 6.125% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 4,989 | $296K | 0.2% | -5.3% | 0.028% | |
| 4/30/2025 | Cerity Partners LLC | 4,645 | $275K | 0.0% | N/A | 0.026% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 260,707 | $15.46M | 3.4% | N/A | 1.486% | |
| 4/30/2025 | Allworth Financial LP | 1,881 | $108K | 0.0% | +82.6% | 0.011% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 68,908 | $4.09M | 0.6% | +2.8% | 0.393% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,512 | $208K | 0.0% | N/A | 0.020% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 778,583 | $46.15M | 10.3% | +4.6% | 4.436% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 62,204 | $3.69M | 0.0% | +172.5% | 0.354% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 44,774 | $2.65M | 0.1% | +580.0% | 0.255% | |
| 4/28/2025 | Private Trust Co. NA | 839 | $50K | 0.0% | N/A | 0.005% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 939 | $56K | 0.0% | N/A | 0.005% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 23,748 | $1.41M | 0.4% | +141.0% | 0.135% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,175 | $70K | 0.0% | -34.8% | 0.007% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 44,247 | $2.62M | 0.5% | -0.5% | 0.252% | |
| 4/23/2025 | Team Financial Group LLC | 426,437 | $25.28M | 14.6% | -1.6% | 2.430% | |
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| 4/22/2025 | Marietta Wealth Management LLC | 96,322 | $5.71M | 0.8% | +5.5% | 0.549% | |
| 4/21/2025 | ORG Partners LLC | 11,062 | $657K | 0.2% | +202.6% | 0.063% | |
| 4/16/2025 | Bar Harbor Wealth Management | 5,721 | $339K | 0.0% | -11.0% | 0.033% | |
| 4/16/2025 | Rockland Trust Co. | 38,381 | $2.28M | 0.1% | -9.1% | 0.219% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 9,932 | $589K | 0.0% | -1.9% | 0.057% | |
| 4/15/2025 | Simplicity Wealth LLC | 4,204 | $249K | 0.0% | N/A | 0.024% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 25,795 | $1.53M | 0.1% | +0.7% | 0.147% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 18,898 | $1.12M | 0.2% | -17.5% | 0.108% | |
| 4/11/2025 | Insight Advisors LLC PA | 7,157 | $424K | 0.1% | -56.0% | 0.041% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 478 | $28K | 0.0% | N/A | 0.003% | |
| 4/10/2025 | Beacon Financial Group | 45,993 | $2.73M | 0.3% | -6.4% | 0.262% | |
| 4/10/2025 | CGN Advisors LLC | 4,342 | $257K | 0.0% | -33.4% | 0.025% | |
| 4/9/2025 | NBC Securities Inc. | 7,412 | $439K | 0.0% | +246,966.7% | 0.042% | |
| 4/8/2025 | Advisory Alpha LLC | 24,395 | $1.45M | 0.1% | -2.1% | 0.139% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,198 | $1.48M | 0.0% | -2.5% | 0.141% | |
| 3/6/2025 | Kilter Group LLC | 6,984 | $427K | 0.3% | N/A | 0.041% | |
| 2/27/2025 | REAP Financial Group LLC | 4,181 | $256K | 0.1% | -24.0% | 0.027% | |
| 2/25/2025 | Armis Advisers LLC | 4,181 | $256K | 0.0% | N/A | 0.027% | |
| 2/18/2025 | Western Wealth Management LLC | 65,357 | $4.00M | 1.2% | -6.8% | 0.420% | |
| 2/17/2025 | Two Sigma Investments LP | 33,800 | $2.07M | 0.0% | N/A | 0.217% | |
| 2/17/2025 | Fiduciary Trust Co | 2,260,703 | $138.31M | 1.8% | +5.9% | 14.538% | |
| 2/17/2025 | CoreCap Advisors LLC | 5,085 | $311K | 0.0% | -23.2% | 0.033% | |
| 2/17/2025 | Cetera Investment Advisers | 425,793 | $26.05M | 0.1% | -0.6% | 2.738% | |
| 2/17/2025 | Bank of America Corp DE | 196,876 | $12.05M | 0.0% | -2.3% | 1.266% | |
| 2/17/2025 | Ameriprise Financial Inc. | 9,360 | $573K | 0.0% | -5.8% | 0.060% | |
| 2/14/2025 | Jane Street Group LLC | 5,080 | $311K | 0.0% | N/A | 0.033% | |
| 2/14/2025 | Lido Advisors LLC | 1,244,477 | $76.14M | 0.3% | N/A | 8.003% | |
| 2/14/2025 | Betterment LLC | 48,923 | $2.99M | 0.0% | -8.8% | 0.315% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 7,797 | $477K | 0.0% | +44.4% | 0.050% | |
| 2/14/2025 | MGO One Seven LLC | 5,932 | $363K | 0.0% | -2.6% | 0.038% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 40,779 | $2.50M | 0.0% | N/A | 0.262% | |
| 2/13/2025 | Stenger Family Office LLC | 186,307 | $11.40M | 3.9% | N/A | 1.198% | |
| 2/13/2025 | Defined Financial Planning LLC | 17,220 | $1.05M | 1.1% | N/A | 0.111% | |
| 2/13/2025 | Raymond James Financial Inc. | 35,897 | $2.20M | 0.0% | N/A | 0.231% | |
| 2/13/2025 | Advisory Services Network LLC | 3,679 | $225K | 0.0% | N/A | 0.024% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 22,831 | $1.40M | 0.0% | -53.5% | 0.147% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 12,498 | $765K | 0.1% | N/A | 0.080% | |
| 2/13/2025 | Wells Fargo & Company MN | 81,717 | $5.00M | 0.0% | +2.8% | 0.526% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 44,460 | $2.72M | 0.5% | N/A | 0.286% | |
| 2/12/2025 | JPMorgan Chase & Co. | 131,066 | $8.02M | 0.0% | +3.4% | 0.843% | |
| 2/11/2025 | LPL Financial LLC | 1,081,053 | $66.14M | 0.0% | +0.7% | 6.952% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,801 | $110K | 0.0% | -12.4% | 0.012% | |
| 2/10/2025 | Harbour Investments Inc. | 33,401 | $2.04M | 0.1% | +16.7% | 0.215% | |
| 2/10/2025 | Corient Private Wealth LLC | 3,697 | $226K | 0.0% | -17.8% | 0.024% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,471 | $274K | 0.0% | N/A | 0.029% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,998 | $489K | 0.0% | +18.5% | 0.051% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 90,947 | $5.56M | 0.0% | +1.0% | 0.585% | |
| 2/10/2025 | Essential Planning LLC. | 741,411 | $45.80M | 0.3% | +6,103.2% | 4.768% | |
| 2/7/2025 | Founders Financial Alliance LLC | 1,835 | $112K | 0.0% | N/A | 0.012% | |
| 2/7/2025 | Independent Advisor Alliance | 5,034 | $308K | 0.0% | N/A | 0.032% | |
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| 2/7/2025 | Capital Management Corp VA | 3,425 | $210K | 0.0% | -6.3% | 0.022% | |
| 2/7/2025 | Jackson Creek Investment Advisors LLC | 8,825 | $540K | 0.2% | +21.3% | 0.057% | |
| 2/6/2025 | Raymond James Financial Inc. | 35,897 | $2.20M | 0.0% | N/A | 0.231% | |
| 2/6/2025 | Atria Investments Inc | 25,167 | $1.54M | 0.0% | +187.7% | 0.162% | |
| 2/6/2025 | NewSquare Capital LLC | 65,153 | $3.99M | 0.3% | -21.7% | 0.419% | |
| 2/6/2025 | Garrett Wealth Advisory Group LLC | 744,234 | $45.53M | 10.4% | +8.5% | 4.786% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,559 | $524K | 0.0% | +17.0% | 0.055% | |
| 2/5/2025 | Maia Wealth LLC | 7,220 | $457K | 0.1% | N/A | 0.046% | |
| 2/5/2025 | Parkside Financial Bank & Trust | 8,816 | $539K | 0.1% | N/A | 0.057% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 18,107 | $1.11M | 0.1% | -1.5% | 0.116% | |
