| 5/20/2025 | Focus Partners Wealth | 3,056 | $249K | 0.0% | -6.1% | 0.024% | |
| 5/16/2025 | Ascent Group LLC | 9,607 | $782K | 0.0% | N/A | 0.076% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 21,520 | $1.75M | 0.0% | +509.3% | 0.171% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,392 | $276K | 0.0% | +578.4% | 0.027% | |
| 5/16/2025 | Sheridan Capital Management LLC | 57,445 | $4.68M | 3.4% | -1.9% | 0.456% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 7,428 | $605K | 0.0% | N/A | 0.059% | |
| 5/15/2025 | Royal Bank of Canada | 225,251 | $18.35M | 0.0% | -0.2% | 1.788% | |
| 5/15/2025 | Baird Financial Group Inc. | 27,306 | $2.22M | 0.0% | -3.0% | 0.217% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 99,071 | $8.07M | 0.0% | +3.0% | 0.786% | |
| 5/13/2025 | Raymond James Financial Inc. | 403,036 | $32.83M | 0.0% | +1.2% | 3.199% | |
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| 5/13/2025 | HighTower Advisors LLC | 5,444 | $443K | 0.0% | +50.8% | 0.043% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,075 | $1.07M | 0.0% | +8.4% | 0.104% | |
| 5/9/2025 | Kickstand Ventures LLC. | 4,789 | $390K | 0.1% | N/A | 0.038% | |
| 5/8/2025 | SPC Financial Inc. | 248,943 | $20.28M | 1.8% | -0.3% | 1.976% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 3,200 | $261K | 0.1% | N/A | 0.025% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 289,348 | $23.57M | 4.9% | +0.4% | 2.296% | |
| 5/7/2025 | LPL Financial LLC | 527,309 | $42.95M | 0.0% | +15.0% | 4.185% | |
| 5/7/2025 | Security Financial Services INC. | 26,168 | $2.13M | 0.4% | N/A | 0.208% | |
| 5/7/2025 | HB Wealth Management LLC | 11,484 | $935K | 0.0% | -2.6% | 0.091% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 16,479 | $1.34M | 0.2% | N/A | 0.131% | |
| 5/6/2025 | Assetmark Inc. | 75,390 | $6.14M | 0.0% | +815.4% | 0.598% | |
| 5/6/2025 | ANB Bank | 14,241 | $1.16M | 0.5% | -1.1% | 0.113% | |
| 5/6/2025 | Cetera Investment Advisers | 55,255 | $4.50M | 0.0% | +4.4% | 0.439% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 133,185 | $10.85M | 0.1% | -0.7% | 1.057% | |
| 5/6/2025 | One Wealth Advisors LLC | 26,743 | $2.18M | 0.3% | N/A | 0.212% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 60,837 | $4.96M | 1.5% | +3.4% | 0.483% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 15,708 | $1.28M | 0.3% | N/A | 0.125% | |
| 5/5/2025 | Wealth Alliance LLC | 26,413 | $2.15M | 0.3% | N/A | 0.210% | |
| 5/5/2025 | Nwam LLC | 3,960 | $323K | 0.0% | N/A | 0.031% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 9,331 | $760K | 0.1% | N/A | 0.074% | |
| 5/2/2025 | Theory Financial LLC | 4,831 | $393K | 0.2% | N/A | 0.038% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 11,081 | $903K | 0.5% | +33.7% | 0.088% | |
| 5/2/2025 | Lauer Wealth LLC | 143,723 | $11.32M | 8.8% | +7.1% | 1.141% | |
| 5/1/2025 | Key Financial Inc | 6,304 | $513K | 0.1% | +2.2% | 0.050% | |
| 5/1/2025 | LRI Investments LLC | 1,866 | $152K | 0.0% | +16.6% | 0.015% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 2,477 | $202K | 0.0% | N/A | 0.020% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 10,188 | $830K | 0.1% | +31.7% | 0.082% | |
| 4/30/2025 | Fullcircle Wealth LLC | 3,523 | $276K | 0.1% | N/A | 0.028% | |
| 4/29/2025 | Apex Wealth Management LLC | 50,261 | $4.09M | 3.7% | +0.7% | 0.404% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 67,150 | $5.47M | 0.0% | -6.3% | 0.539% | |
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| 4/29/2025 | Wayfinding Financial LLC | 1,253 | $102K | 0.0% | N/A | 0.010% | |
| 4/29/2025 | Strategic Blueprint LLC | 4,052 | $330K | 0.0% | N/A | 0.033% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,299 | $839K | 0.0% | +98.5% | 0.083% | |
| 4/28/2025 | Detalus Advisors LLC | 8,077 | $658K | 0.2% | +25.8% | 0.065% | |
| 4/28/2025 | Lansing Street Advisors | 6,489 | $529K | 0.2% | N/A | 0.052% | |
| 4/25/2025 | Mather Group LLC. | 37,936 | $3.09M | 0.0% | -18.5% | 0.305% | |
| 4/25/2025 | RCS Financial Planning LLC | 3,003 | $245K | 0.1% | N/A | 0.024% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 4,768 | $388K | 0.0% | N/A | 0.038% | |
| 4/23/2025 | TSA Wealth Managment LLC | 6,653 | $542K | 0.2% | N/A | 0.053% | |
| 4/23/2025 | Perigon Wealth Management LLC | 3,776 | $308K | 0.0% | N/A | 0.030% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 18,562 | $1.51M | 0.1% | +1.5% | 0.149% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 86,471 | $7.04M | 0.0% | +1.2% | 0.695% | |
| 4/22/2025 | Madison Wealth Partners Inc | 35,098 | $2.86M | 0.7% | -8.7% | 0.282% | |
| 4/22/2025 | EWA LLC | 3,264 | $266K | 0.1% | N/A | 0.026% | |
| 4/22/2025 | Ellis Investment Partners LLC | 15,231 | $1.24M | 0.3% | -2.4% | 0.122% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 41,214 | $3.36M | 2.7% | +3.9% | 0.331% | |
| 4/21/2025 | Means Investment CO. Inc. | 3,165 | $258K | 0.0% | -39.7% | 0.025% | |
| 4/21/2025 | Kiley Juergens Wealth Management LLC | 88,572 | $7.21M | 1.9% | +1.3% | 0.711% | |
| 4/21/2025 | Barrett & Company Inc. | 93,097 | $7.58M | 3.3% | -5.7% | 0.748% | |
| 4/17/2025 | Sound Income Strategies LLC | 2,303 | $188K | 0.0% | N/A | 0.018% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 118,738 | $9.67M | 0.0% | -1.8% | 0.954% | |
| 4/16/2025 | Steele Capital Management Inc. | 691,144 | $56.29M | 2.9% | +0.2% | 5.551% | |
| 4/15/2025 | Kelly Financial Services LLC | 15,461 | $1.26M | 0.4% | N/A | 0.124% | |
| 4/15/2025 | My Legacy Advisors LLC | 2,915 | $237K | 0.1% | N/A | 0.023% | |
| 4/15/2025 | Ipsen Advisor Group LLC | 12,717 | $1.04M | 0.9% | +11.6% | 0.102% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,489 | $121K | 0.0% | N/A | 0.012% | |
| 4/14/2025 | Dentgroup LLC | 36,071 | $2.94M | 2.2% | +1.0% | 0.290% | |
| 4/14/2025 | ONE Advisory Partners LLC | 9,076 | $739K | 0.3% | N/A | 0.073% | |
| 4/10/2025 | Chesley Taft & Associates LLC | 8,742 | $712K | 0.0% | N/A | 0.070% | |
| 4/10/2025 | Cypress Wealth Services LLC | 6,018 | $490K | 0.1% | N/A | 0.048% | |
| 4/10/2025 | Matrix Trust Co | 689,558 | $56.16M | 9.5% | +0.1% | 5.539% | |
| 4/10/2025 | Brand Asset Management Group Inc. | 14,628 | $1.19M | 0.5% | +3.9% | 0.117% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 3,250 | $265K | 0.0% | -23.5% | 0.026% | |
| 4/9/2025 | Flagstar Advisors Inc. | 5,663 | $461K | 0.1% | -4.0% | 0.045% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 120,910 | $9.79M | 0.0% | +34.9% | 0.963% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 2,880 | $233K | 0.0% | -40.6% | 0.024% | |
| 2/17/2025 | Royal Bank of Canada | 225,794 | $18.29M | 0.0% | -1.7% | 1.858% | |
| 2/17/2025 | Focus Partners Wealth | 3,256 | $264K | 0.0% | N/A | 0.027% | |
| 2/17/2025 | Cetera Investment Advisers | 52,902 | $4.28M | 0.0% | -5.1% | 0.435% | |
| 2/17/2025 | Citadel Advisors LLC | 4,989 | $404K | 0.0% | +17.7% | 0.041% | |
| 2/17/2025 | Baird Financial Group Inc. | 28,144 | $2.28M | 0.0% | -2.1% | 0.232% | |
| 2/17/2025 | Bank of America Corp DE | 758,802 | $61.45M | 0.0% | -4.1% | 6.245% | |
| 2/17/2025 | Ameriprise Financial Inc. | 28,343 | $2.30M | 0.0% | +1.3% | 0.233% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 397 | $32K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Apex Wealth Management LLC | 49,905 | $4.04M | 3.5% | N/A | 0.411% | |
| 2/14/2025 | Jane Street Group LLC | 7,695 | $623K | 0.0% | N/A | 0.063% | |
| 2/14/2025 | Navigoe LLC | 1,393 | $112K | 0.1% | N/A | 0.011% | |
| 2/14/2025 | Comerica Bank | 13,947 | $1.13M | 0.0% | -1.6% | 0.115% | |
| 2/14/2025 | Lido Advisors LLC | 9,814 | $795K | 0.0% | +232.5% | 0.081% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 5,188 | $420K | 0.0% | +79.1% | 0.043% | |
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| 2/14/2025 | MML Investors Services LLC | 60,936 | $4.94M | 0.0% | +3.3% | 0.502% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,320 | $593K | 0.0% | +2.3% | 0.060% | |
| 2/13/2025 | Mariner LLC | 33,969 | $2.75M | 0.0% | +0.8% | 0.280% | |
| 2/13/2025 | TME Financial Inc. | 3,160 | $260K | 0.2% | N/A | 0.026% | |
| 2/13/2025 | Synovus Financial Corp | 8,860 | $718K | 0.0% | N/A | 0.073% | |
| 2/13/2025 | Raymond James Financial Inc. | 398,264 | $32.25M | 0.0% | N/A | 3.278% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 71,672 | $5.80M | 0.0% | +16.6% | 0.590% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 3,781 | $306K | 0.0% | +25.9% | 0.031% | |
| 2/13/2025 | Wells Fargo & Company MN | 201,853 | $16.35M | 0.0% | -2.4% | 1.661% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 13,193 | $1.07M | 0.0% | +65.3% | 0.109% | |
