| 5/19/2025 | Jane Street Group LLC | 11,083 | $711K | 0.0% | +5.9% | 0.071% | |
| 5/16/2025 | Ascent Group LLC | 3,870 | $248K | 0.0% | N/A | 0.025% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,737 | $946K | 0.0% | -44.4% | 0.095% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,270 | $1.69M | 0.0% | +4.4% | 0.169% | |
| 5/15/2025 | Clarity Asset Management Inc. | 1,056 | $68K | 0.0% | +99.6% | 0.007% | |
| 5/14/2025 | PKS Advisory Services LLC | 19,002 | $1.22M | 0.4% | -3.3% | 0.122% | |
| 5/14/2025 | Biondo Investment Advisors LLC | 25,028 | $1.61M | 0.2% | -2.6% | 0.161% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,028 | $1.67M | 0.0% | -1.8% | 0.167% | |
| 5/14/2025 | Kestra Advisory Services LLC | 555,932 | $35.67M | 0.2% | +2.8% | 3.575% | |
| 5/13/2025 | Stone House Investment Management LLC | 1,182 | $76K | 0.0% | N/A | 0.007% | |
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| 5/13/2025 | HighTower Advisors LLC | 11,207 | $719K | 0.0% | -2.8% | 0.071% | |
| 5/12/2025 | Independent Advisor Alliance | 17,928 | $1.15M | 0.0% | -3.6% | 0.113% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 21,387 | $1.37M | 0.0% | +18.4% | 0.135% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,775 | $178K | 0.0% | +6.0% | 0.018% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 6,578 | $422K | 0.2% | N/A | 0.042% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 13,905 | $892K | 0.0% | +285.9% | 0.088% | |
| 5/7/2025 | LPL Financial LLC | 63,577 | $4.08M | 0.0% | +17.7% | 0.402% | |
| 5/6/2025 | Cetera Investment Advisers | 108,352 | $6.95M | 0.0% | +41.1% | 0.686% | |
| 5/6/2025 | AE Wealth Management LLC | 75,147 | $4.82M | 0.0% | +6.6% | 0.476% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 51,832 | $3.33M | 0.1% | +17.7% | 0.328% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 5,695 | $365K | 0.0% | +160.9% | 0.036% | |
| 5/2/2025 | Sigma Planning Corp | 6,233 | $400K | 0.0% | +8.6% | 0.039% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 877 | $56K | 0.0% | N/A | 0.006% | |
| 4/30/2025 | Allworth Financial LP | 38,175 | $2.39M | 0.0% | +1.4% | 0.242% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 42,572 | $2.73M | 0.1% | +247.9% | 0.269% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,153 | $202K | 0.0% | N/A | 0.020% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 5,189 | $333K | 0.1% | -5.8% | 0.033% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,101,531 | $70.67M | 0.0% | +2.3% | 6.972% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 24,795 | $1.58M | 0.1% | +246.7% | 0.157% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 4,940 | $317K | 0.1% | -6.6% | 0.031% | |
| 4/25/2025 | Colonial River Investments LLC | 3,200 | $205K | 0.1% | N/A | 0.020% | |
| 4/24/2025 | Sunbelt Securities Inc. | 101,624 | $6.52M | 0.6% | +1.8% | 0.643% | |
| 4/23/2025 | Flavin Financial Services Inc. | 11,386 | $731K | 0.7% | -2.7% | 0.072% | |
| 4/23/2025 | Valmark Advisers Inc. | 14,490 | $930K | 0.0% | +15.7% | 0.092% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,663 | $2.03M | 0.0% | N/A | 0.200% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 20,842 | $1.34M | 0.0% | +13.6% | 0.132% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 114,995 | $7.38M | 0.1% | N/A | 0.712% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 240,921 | $15.46M | 2.0% | +1.8% | 1.492% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 5,316 | $341K | 0.0% | N/A | 0.033% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 33,739 | $2.17M | 0.0% | -6.5% | 0.209% | |
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| 4/16/2025 | High Probability Advisors LLC | 280,726 | $18.01M | 3.0% | +2.7% | 1.738% | |
| 4/15/2025 | Orgel Wealth Management LLC | 944,390 | $60.59M | 1.6% | -2.1% | 5.848% | |
| 4/11/2025 | Unique Wealth LLC | 61,667 | $3.96M | 0.8% | N/A | 0.382% | |
| 4/10/2025 | Beacon Financial Group | 172,317 | $11.06M | 1.2% | -7.4% | 1.067% | |
| 4/8/2025 | Atlas Brown Inc. | 7,026 | $451K | 0.2% | +5.7% | 0.044% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 36,070 | $2.36M | 0.0% | +8.8% | 0.223% | |
| 3/12/2025 | Centaurus Financial Inc. | 2,282 | $149K | 0.0% | -6.9% | 0.012% | |
| 3/11/2025 | Lighthouse Financial LLC | 6,000 | $393K | 0.3% | N/A | 0.032% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 15,586 | $1.02M | 0.0% | +5.6% | 0.100% | |
| 2/18/2025 | Sunbelt Securities Inc. | 99,855 | $6.55M | 0.6% | -3.5% | 0.642% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 14,052 | $919K | 0.2% | -3.3% | 0.090% | |
| 2/17/2025 | Two Sigma Investments LP | 19,000 | $1.24M | 0.0% | -23.1% | 0.122% | |
| 2/17/2025 | True Wealth Design LLC | 4,060 | $266K | 0.1% | -7.2% | 0.026% | |
| 2/17/2025 | FWL Investment Management LLC | 8,396 | $549K | 0.2% | -13.5% | 0.054% | |
| 2/17/2025 | Colonial Trust Co SC | 3,213 | $218K | 0.0% | -15.8% | 0.021% | |
| 2/17/2025 | Cetera Investment Advisers | 76,807 | $5.03M | 0.0% | +11.2% | 0.494% | |
| 2/17/2025 | Beverly Hills Private Wealth LLC | 5,510 | $361K | 0.1% | -24.5% | 0.035% | |
| 2/17/2025 | Bank of America Corp DE | 44,869 | $2.94M | 0.0% | -23.9% | 0.289% | |
| 2/14/2025 | Jane Street Group LLC | 10,462 | $685K | 0.0% | N/A | 0.067% | |
| 2/14/2025 | Lido Advisors LLC | 21,199 | $1.39M | 0.0% | -3.6% | 0.136% | |
| 2/14/2025 | First Trust Advisors LP | 15,660 | $1.03M | 0.0% | N/A | 0.101% | |
| 2/13/2025 | NewEdge Advisors LLC | 25,169 | $1.65M | 0.0% | -2.7% | 0.162% | |
| 2/13/2025 | Madden Advisory Services Inc. | 25,963 | $1.70M | 0.8% | +2.3% | 0.167% | |
| 2/13/2025 | Mariner LLC | 15,671 | $1.03M | 0.0% | +1.7% | 0.101% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 38,660 | $2.53M | 0.0% | +0.8% | 0.249% | |
| 2/13/2025 | Bank of Montreal Can | 1,400 | $92K | 0.0% | +366.7% | 0.009% | |
| 2/13/2025 | Cerity Partners LLC | 21,306 | $1.39M | 0.0% | -4.0% | 0.137% | |
| 2/13/2025 | FMR LLC | 7,959,900 | $520.82M | 0.0% | -2.4% | 51.189% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,077,213 | $70.48M | 0.0% | -2.0% | 6.927% | |
| 2/13/2025 | Wells Fargo & Company MN | 782 | $51K | 0.0% | +2,596.6% | 0.005% | |
| 2/12/2025 | RWA Wealth Partners LLC | 9,087 | $595K | 0.0% | -21.7% | 0.058% | |
| 2/12/2025 | Biondo Investment Advisors LLC | 25,701 | $1.68M | 0.2% | -1.8% | 0.165% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 9,187 | $601K | 0.1% | N/A | 0.059% | |
| 2/12/2025 | JPMorgan Chase & Co. | 38,752 | $2.54M | 0.0% | +14.4% | 0.249% | |
| 2/12/2025 | PKS Advisory Services LLC | 19,655 | $1.29M | 0.3% | N/A | 0.126% | |
| 2/11/2025 | Colony Family Offices LLC | 7,959 | $521K | 0.2% | +9.6% | 0.051% | |
| 2/11/2025 | LPL Financial LLC | 54,011 | $3.53M | 0.0% | +18.4% | 0.347% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 18,345 | $1.20M | 0.0% | +39.6% | 0.118% | |
| 2/10/2025 | Kestra Advisory Services LLC | 540,878 | $35.39M | 0.2% | +8.1% | 3.478% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 134,495 | $8.80M | 0.0% | +7.4% | 0.865% | |
| 2/7/2025 | HighTower Advisors LLC | 11,535 | $755K | 0.0% | -7.3% | 0.074% | |
| 2/7/2025 | Independent Advisor Alliance | 18,591 | $1.22M | 0.0% | +1.1% | 0.120% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 2,183 | $143K | 0.0% | +140.7% | 0.014% | |
| 2/6/2025 | LVZ Inc. | 27,915 | $1.83M | 0.2% | -11.0% | 0.180% | |
| 2/6/2025 | Keystone Wealth Services LLC | 3,991 | $261K | 0.1% | N/A | 0.026% | |
| 2/3/2025 | Sigma Planning Corp | 5,742 | $376K | 0.0% | +7.9% | 0.037% | |
| 2/3/2025 | Capital Investment Counsel Inc | 2,570 | $168K | 0.0% | N/A | 0.017% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,976 | $129K | 0.0% | +868.6% | 0.013% | |
| 1/31/2025 | Kestra Investment Management LLC | 1,915 | $125K | 0.0% | N/A | 0.012% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 18,060 | $1.18M | 0.0% | +17.7% | 0.116% | |
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| 1/31/2025 | J.W. Cole Advisors Inc. | 10,407 | $681K | 0.0% | -18.4% | 0.067% | |
| 1/30/2025 | Valmark Advisers Inc. | 12,526 | $820K | 0.0% | +97.6% | 0.081% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 236,572 | $15.48M | 2.0% | -3.2% | 1.521% | |
| 1/29/2025 | Beacon Financial Group | 186,025 | $12.17M | 1.3% | +0.4% | 1.196% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 44,019 | $2.88M | 0.0% | +89.3% | 0.283% | |
| 1/28/2025 | Quotient Wealth Partners LLC | 12,237 | $801K | 0.0% | +3.4% | 0.079% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 7,151 | $469K | 0.0% | -8.4% | 0.046% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 69,223 | $4.53M | 0.1% | N/A | 0.445% | |
| 1/24/2025 | Flavin Financial Services Inc. | 11,702 | $766K | 0.7% | N/A | 0.075% | |
| 1/24/2025 | Sequent Asset Management LLC | 32,266 | $2.11M | 1.0% | -0.8% | 0.207% | |
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