| 5/16/2025 | Goldman Sachs Group Inc. | 5,147,947 | $235.57M | 0.0% | -4.7% | 33.980% | |
| 5/15/2025 | EP Wealth Advisors LLC | 293,259 | $13.42M | 0.1% | N/A | 1.936% | |
| 5/14/2025 | Note Advisors LLC | 15,469 | $708K | 0.6% | +13.8% | 0.102% | |
| 5/14/2025 | Comerica Bank | 2,215 | $101K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | HighTower Advisors LLC | 69,124 | $3.16M | 0.0% | -6.1% | 0.456% | |
| 5/12/2025 | Bristlecone Advisors LLC | 48,374 | $2.21M | 0.2% | -8.3% | 0.319% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 48,160 | $2.20M | 0.0% | +23.6% | 0.318% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 5,984 | $274K | 0.0% | N/A | 0.039% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 138,722 | $6.35M | 0.6% | +4.3% | 0.916% | |
| 5/7/2025 | LPL Financial LLC | 1,902,970 | $87.08M | 0.0% | +35.2% | 12.561% | |
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| 5/6/2025 | Cetera Investment Advisers | 249,204 | $11.40M | 0.0% | +26.4% | 1.645% | |
| 5/5/2025 | Private Advisor Group LLC | 11,281 | $516K | 0.0% | -12.7% | 0.074% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 11,962 | $547K | 0.0% | +5.3% | 0.079% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 5,431 | $249K | 0.1% | N/A | 0.036% | |
| 5/1/2025 | CWM LLC | 17,862 | $817K | 0.0% | -3.9% | 0.118% | |
| 5/1/2025 | Stephens Inc. AR | 376,845 | $17.25M | 0.3% | -14.6% | 2.487% | |
| 4/30/2025 | Allworth Financial LP | 198,451 | $8.98M | 0.1% | -5.0% | 1.310% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,017,734 | $46.57M | 0.0% | +30.2% | 6.718% | |
| 4/29/2025 | Bank of New York Mellon Corp | 38,263 | $1.75M | 0.0% | +4.2% | 0.253% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 7,131 | $326K | 0.0% | +20.3% | 0.037% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 839 | $38K | 0.0% | -47.6% | 0.004% | |
| 4/23/2025 | Perigon Wealth Management LLC | 6,981 | $319K | 0.0% | +32.8% | 0.037% | |
| 4/23/2025 | White Pine Investment CO | 172,975 | $7.92M | 2.1% | +3.8% | 0.906% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 10,322 | $472K | 0.1% | +6.6% | 0.054% | |
| 4/23/2025 | Legacy Advisors LLC | 11,078 | $507K | 0.1% | +8.9% | 0.058% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 39,139 | $1.79M | 0.1% | +1.0% | 0.205% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 234,054 | $10.71M | 0.1% | -0.6% | 1.225% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 187,547 | $8.58M | 0.0% | -1.4% | 0.982% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,679 | $260K | 0.0% | -21.7% | 0.030% | |
| 4/15/2025 | Fifth Third Bancorp | 1,766 | $81K | 0.0% | N/A | 0.009% | |
| 4/15/2025 | Arvest Investments Inc. | 703,376 | $32.19M | 5.1% | +2.1% | 3.683% | |
| 4/10/2025 | Channel Wealth LLC | 186,966 | $8.56M | 2.7% | -5.9% | 0.979% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,256 | $327K | 0.0% | N/A | 0.039% | |
| 2/18/2025 | Note Advisors LLC | 13,599 | $613K | 0.5% | N/A | 0.083% | |
| 2/17/2025 | Redwood Investment Management LLC | 6,764 | $305K | 0.0% | -3.5% | 0.041% | |
| 2/17/2025 | LifePlan Investment Advisors Inc. | 8,308 | $374K | 0.2% | +10.5% | 0.051% | |
| 2/17/2025 | CoreCap Advisors LLC | 33,400 | $1.51M | 0.1% | +103.0% | 0.204% | |
| 2/17/2025 | Cetera Investment Advisers | 197,207 | $8.89M | 0.0% | +10.6% | 1.202% | |
| 2/17/2025 | Citadel Advisors LLC | 93,335 | $4.21M | 0.0% | +583.8% | 0.569% | |
| 2/17/2025 | Bank of America Corp DE | 91,087 | $4.11M | 0.0% | -27.0% | 0.555% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 21,379 | $964K | 0.0% | +50.3% | 0.130% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,006 | $46K | 0.0% | N/A | 0.006% | |
| 2/14/2025 | Jane Street Group LLC | 31,221 | $1.41M | 0.0% | +138.0% | 0.190% | |
| 2/14/2025 | MGO One Seven LLC | 6,967 | $314K | 0.0% | -13.9% | 0.042% | |
| 2/14/2025 | Susquehanna International Group LLP | 98,612 | $4.44M | 0.0% | N/A | 0.601% | |
| 2/13/2025 | NewEdge Advisors LLC | 25,913 | $1.17M | 0.0% | +70.1% | 0.158% | |
| 2/13/2025 | Regal Investment Advisors LLC | 91,975 | $4.15M | 0.3% | +1.2% | 0.561% | |
| 2/13/2025 | Raymond James Financial Inc. | 30,878 | $1.39M | 0.0% | N/A | 0.188% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 781,930 | $35.24M | 0.0% | +16.4% | 4.768% | |
| 2/13/2025 | Wells Fargo & Company MN | 81,993 | $3.70M | 0.0% | +3.3% | 0.500% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 6,966 | $314K | 0.0% | +20.9% | 0.042% | |
| 2/12/2025 | JPMorgan Chase & Co. | 127,004 | $5.72M | 0.0% | -25.4% | 0.774% | |
| 2/11/2025 | Haverford Trust Co | 15,691 | $707K | 0.0% | -14.0% | 0.096% | |
| 2/11/2025 | LPL Financial LLC | 1,407,728 | $63.45M | 0.0% | +1.3% | 8.584% | |
| 2/11/2025 | Arvest Investments Inc. | 688,729 | $31.04M | 5.0% | -1.4% | 4.200% | |
| 2/11/2025 | Stokes Family Office LLC | 14,205 | $640K | 0.1% | -22.0% | 0.087% | |
| 2/11/2025 | Saiph Capital LLC | 5,846 | $263K | 0.1% | N/A | 0.036% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 132,968 | $5.99M | 0.6% | +11.1% | 0.811% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,600 | $72K | 0.0% | -82.8% | 0.010% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 190,116 | $8.57M | 0.0% | +7.5% | 1.159% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,365 | $693K | 0.0% | -10.2% | 0.094% | |
| 2/7/2025 | HighTower Advisors LLC | 73,633 | $3.32M | 0.0% | +12.6% | 0.449% | |
| 2/7/2025 | Wealthfront Advisers LLC | 8,665 | $391K | 0.0% | N/A | 0.053% | |
| 2/6/2025 | Raymond James Financial Inc. | 30,878 | $1.39M | 0.0% | N/A | 0.188% | |
| 2/5/2025 | Maia Wealth LLC | 5,829 | $265K | 0.1% | -20.1% | 0.036% | |
| 2/4/2025 | Bank of New York Mellon Corp | 36,724 | $1.66M | 0.0% | +10.0% | 0.224% | |
| 2/3/2025 | Private Advisor Group LLC | 12,923 | $582K | 0.0% | -8.4% | 0.079% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,394 | $288K | 0.0% | +40.1% | 0.039% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 38,977 | $1.76M | 0.0% | +6.3% | 0.238% | |
| 1/31/2025 | Sanctuary Advisors LLC | 6,091 | $277K | 0.0% | -16.4% | 0.037% | |
| 1/30/2025 | Allworth Financial LP | 208,969 | $9.44M | 0.1% | -1.6% | 1.274% | |
| 1/30/2025 | Principal Securities Inc. | 290,494 | $13.09M | 0.3% | +6.3% | 1.771% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 5,929 | $267K | 0.0% | +26.3% | 0.036% | |
| 1/29/2025 | Bristlecone Advisors LLC | 52,757 | $2.38M | 0.2% | +3.4% | 0.322% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 3,383 | $152K | 0.0% | N/A | 0.021% | |
| 1/28/2025 | Stephens Inc. AR | 441,439 | $19.90M | 0.3% | -8.9% | 2.692% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 11,359 | $512K | 0.0% | +2.0% | 0.069% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 9,685 | $437K | 0.1% | N/A | 0.059% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 235,390 | $10.61M | 0.1% | -2.0% | 1.435% | |
| 1/22/2025 | FFG Retirement Advisors LLC | 78,853 | $3.55M | 2.3% | +7.9% | 0.481% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 38,747 | $1.75M | 0.1% | -48.1% | 0.236% | |
| 1/17/2025 | White Pine Investment CO | 166,645 | $7.51M | 2.0% | +17.7% | 1.016% | |
| 1/15/2025 | Channel Wealth LLC | 198,685 | $8.96M | 2.9% | +9.7% | 1.211% | |
| 12/26/2024 | JPMorgan Chase & Co. | 170,180 | $8.05M | 0.0% | +6.3% | 1.038% | |
| 11/25/2024 | Sanctuary Advisors LLC | 7,282 | $332K | 0.0% | -75.7% | 0.044% | |
| 11/15/2024 | Executive Wealth Management LLC | 1,069,571 | $50.61M | 4.0% | N/A | 6.522% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 5,764 | $273K | 0.0% | -4.2% | 0.035% | |
| 11/15/2024 | Jane Street Group LLC | 13,118 | $621K | 0.0% | -47.1% | 0.080% | |
| 11/15/2024 | Redwood Investment Management LLC | 7,007 | $332K | 0.0% | +10.3% | 0.043% | |
| 11/15/2024 | HighTower Advisors LLC | 65,382 | $3.09M | 0.0% | +12.1% | 0.399% | |
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| 11/12/2024 | Centaurus Financial Inc. | 5,548 | $263K | 0.0% | N/A | 0.034% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 11,133 | $527K | 0.0% | +30.8% | 0.068% | |
| 11/12/2024 | CFS Investment Advisory Services LLC | 19,801 | $937K | 0.1% | +2.4% | 0.121% | |
| 11/8/2024 | Spectrum Planning & Advisory Services Inc. | 13,692 | $648K | 0.6% | +18.1% | 0.083% | |
| 11/7/2024 | Theory Financial LLC | 6,742 | $309K | 0.1% | +23.2% | 0.041% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 414,289 | $19.60M | 0.2% | N/A | 2.526% | |
| 11/5/2024 | Haverford Trust Co | 18,251 | $864K | 0.0% | -8.2% | 0.111% | |
| 11/4/2024 | Arvest Investments Inc. | 698,351 | $33.05M | 5.0% | -0.2% | 4.258% | |
| 10/31/2024 | Channel Wealth LLC | 181,035 | $8.57M | 2.8% | +18.6% | 1.104% | |
| 10/30/2024 | Maia Wealth LLC | 7,296 | $336K | 0.1% | +6.4% | 0.044% | |
