| 5/21/2025 | MBL Wealth LLC | 8,000 | $657K | 0.1% | -4.8% | 0.025% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 13,780 | $1.13M | 0.0% | N/A | 0.043% | |
| 5/19/2025 | Jane Street Group LLC | 16,587 | $1.36M | 0.0% | N/A | 0.052% | |
| 5/19/2025 | SCS Capital Management LLC | 8,851 | $727K | 0.0% | N/A | 0.028% | |
| 5/19/2025 | Legacy Advisory Services LLC | 68,771 | $5.65M | 4.8% | N/A | 0.216% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,446 | $110K | 0.0% | -62.2% | 0.005% | |
| 5/16/2025 | NewEdge Advisors LLC | 170,356 | $14M | 0.1% | -4.3% | 0.534% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 41,956 | $3.45M | 0.0% | +3.7% | 0.132% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 1,250,520 | $102.77M | 0.7% | N/A | 3.920% | |
| 5/15/2025 | Royal Bank of Canada | 104,853 | $8.62M | 0.0% | -2.4% | 0.329% | |
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| 5/14/2025 | CreativeOne Wealth LLC | 5,294 | $435K | 0.0% | +61.8% | 0.017% | |
| 5/14/2025 | FWG Investments LLC. | 28,988 | $2.38M | 2.8% | -6.3% | 0.091% | |
| 5/14/2025 | Synovus Financial Corp | 10,666 | $876K | 0.0% | +19.5% | 0.033% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,560 | $2.35M | 0.0% | +39.2% | 0.090% | |
| 5/14/2025 | Compound Planning Inc. | 5,878 | $483K | 0.0% | N/A | 0.018% | |
| 5/14/2025 | Venture Visionary Partners LLC | 14,913 | $1.23M | 0.1% | -49.9% | 0.047% | |
| 5/13/2025 | Raymond James Financial Inc. | 102,423 | $8.42M | 0.0% | +0.4% | 0.321% | |
| 5/13/2025 | Cresset Asset Management LLC | 11,690 | $961K | 0.0% | N/A | 0.037% | |
| 5/13/2025 | Heck Capital Advisors LLC | 5,359 | $440K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | HighTower Advisors LLC | 57,142 | $4.70M | 0.0% | +248.9% | 0.179% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 2,525 | $207K | 0.0% | N/A | 0.008% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 52,537 | $4.32M | 0.1% | N/A | 0.165% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 231,909 | $19.06M | 0.0% | +1.8% | 0.727% | |
| 5/8/2025 | TIAA Trust National Association | 11,158,373 | $917.00M | 2.9% | +8.0% | 34.979% | |
| 5/8/2025 | US Bancorp DE | 5,040 | $414K | 0.0% | +438.5% | 0.016% | |
| 5/8/2025 | Harbour Investments Inc. | 666 | $55K | 0.0% | +126.5% | 0.002% | |
| 5/8/2025 | Arkadios Wealth Advisors | 6,000 | $493K | 0.0% | +3.2% | 0.019% | |
| 5/7/2025 | JSF Financial LLC | 254,298 | $20.90M | 5.5% | +2,082.3% | 0.797% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 14,535 | $1.19M | 0.0% | -30.3% | 0.046% | |
| 5/7/2025 | KFA Private Wealth Group LLC | 3,019 | $248K | 0.1% | N/A | 0.009% | |
| 5/7/2025 | LPL Financial LLC | 624,829 | $51.35M | 0.0% | +672.4% | 1.959% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 67,652 | $5.56M | 0.2% | -0.7% | 0.212% | |
| 5/6/2025 | Assetmark Inc. | 778 | $64K | 0.0% | N/A | 0.002% | |
| 5/6/2025 | Cetera Investment Advisers | 344,708 | $28.33M | 0.1% | +409.3% | 1.081% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,540 | $702K | 0.0% | +115.5% | 0.027% | |
| 5/6/2025 | One Wealth Advisors LLC | 4,594 | $377K | 0.1% | -14.6% | 0.014% | |
| 5/6/2025 | AE Wealth Management LLC | 1,011,637 | $83.14M | 0.7% | -5.3% | 3.171% | |
| 5/6/2025 | Richardson Financial Services Inc. | 714 | $59K | 0.0% | N/A | 0.002% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 153,687 | $12.63M | 0.2% | +3.2% | 0.482% | |
| 5/5/2025 | Csenge Advisory Group | 55,894 | $4.31M | 0.2% | +0.8% | 0.175% | |
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| 5/5/2025 | Private Advisor Group LLC | 15,753 | $1.30M | 0.0% | N/A | 0.049% | |
| 5/5/2025 | Transce3nd LLC | 9,280 | $763K | 0.3% | +17.5% | 0.029% | |
| 5/2/2025 | Capital A Wealth Management LLC | 546 | $45K | 0.0% | -25.2% | 0.002% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 190,435 | $15.65M | 0.9% | +13.6% | 0.614% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 8,908 | $732K | 0.8% | -9.7% | 0.029% | |
| 5/2/2025 | Sigma Planning Corp | 3,194 | $262K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | Signaturefd LLC | 1,049 | $86K | 0.0% | +186.6% | 0.003% | |
| 5/1/2025 | CWM LLC | 1,952 | $160K | 0.0% | -43.9% | 0.006% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 18,748 | $1.54M | 1.7% | -2.1% | 0.060% | |
| 5/1/2025 | Park Square Financial Group LLC | 828 | $68K | 0.1% | N/A | 0.003% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 16,888 | $1.33M | 0.1% | +0.8% | 0.054% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,184 | $426K | 0.0% | N/A | 0.017% | |
| 4/30/2025 | M&T Bank Corp | 4,753 | $391K | 0.0% | -62.7% | 0.015% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 4,682 | $385K | 0.0% | N/A | 0.015% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 119,449 | $9.82M | 1.8% | -6.6% | 0.385% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,085,345 | $335.73M | 0.1% | +8,893.6% | 13.179% | |
| 4/29/2025 | Compton Wealth Advisory Group LLC | 246,480 | $20.26M | 5.6% | -0.3% | 0.795% | |
| 4/29/2025 | World Investment Advisors | 3,153 | $259K | 0.0% | N/A | 0.010% | |
| 4/29/2025 | Strategic Blueprint LLC | 14,989 | $1.23M | 0.1% | +7.1% | 0.048% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 25,167 | $2.07M | 0.4% | -4.2% | 0.081% | |
| 4/29/2025 | SMART Wealth LLC | 6,764 | $556K | 0.2% | +4.2% | 0.022% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 5,771 | $474K | 0.0% | +3.3% | 0.019% | |
| 4/28/2025 | First Horizon Advisors Inc. | 1,150 | $95K | 0.0% | -45.3% | 0.004% | |
| 4/25/2025 | Colonial River Investments LLC | 6,280 | $516K | 0.3% | N/A | 0.020% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 9,483 | $779K | 0.5% | +22.2% | 0.031% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 153,795 | $12.64M | 9.3% | -5.6% | 0.496% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 2,532 | $208K | 0.1% | -15.5% | 0.008% | |
| 4/23/2025 | Spire Wealth Management | 1,173 | $96K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Pacific Financial Group Inc. | 2,462 | $202K | 0.2% | -9.2% | 0.008% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 36,371 | $2.99M | 0.0% | -2.1% | 0.117% | |
| 4/23/2025 | Vantage Point Financial LLC | 4,514 | $371K | 0.2% | -3.7% | 0.015% | |
| 4/23/2025 | Continuum Advisory LLC | 3,549 | $292K | 0.0% | +13.8% | 0.011% | |
| 4/22/2025 | Centerpoint Advisory Group | 8,205 | $674K | 0.7% | N/A | 0.026% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,370 | $5.78M | 0.0% | +6.5% | 0.227% | |
| 4/22/2025 | Veridan Wealth LLC | 67,148 | $5.52M | 2.5% | +19.1% | 0.217% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,271,190 | $515.37M | 2.0% | +1.7% | 20.230% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 54,691 | $4.50M | 1.6% | N/A | 0.176% | |
| 4/21/2025 | Beacon Capital Management LLC | 848 | $70K | 0.0% | N/A | 0.003% | |
| 4/21/2025 | LifeWealth Investments LLC | 130,183 | $10.70M | 4.4% | +75.3% | 0.420% | |
| 4/18/2025 | Lion Street Advisors LLC | 2,607 | $214K | 0.1% | N/A | 0.008% | |
| 4/18/2025 | Optivise Advisory Services LLC | 7,023 | $577K | 0.3% | N/A | 0.023% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 4,149 | $341K | 0.0% | N/A | 0.013% | |
| 4/17/2025 | Howard Bailey Securities LLC | 151,032 | $12.41M | 5.0% | -5.0% | 0.487% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 4,604 | $356K | 0.1% | +38.9% | 0.015% | |
| 4/15/2025 | Kelly Financial Services LLC | 14,295 | $1.18M | 0.4% | N/A | 0.046% | |
| 4/15/2025 | Fifth Third Bancorp | 8,555 | $703K | 0.0% | -13.8% | 0.028% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 11,640 | $957K | 0.1% | -11.7% | 0.038% | |
| 4/15/2025 | Simplicity Wealth LLC | 98,954 | $8.13M | 0.6% | +729.2% | 0.319% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 5,842,083 | $480.10M | 8.1% | +1.2% | 18.845% | |
| 4/14/2025 | Park Avenue Securities LLC | 41,454 | $3.41M | 0.0% | N/A | 0.134% | |
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| 4/14/2025 | SOA Wealth Advisors LLC. | 37,783 | $3.11M | 0.4% | -3.2% | 0.122% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 13,980 | $1.15M | 0.1% | +4.7% | 0.037% | |
| 4/10/2025 | Beacon Financial Group | 5,376 | $442K | 0.0% | N/A | 0.014% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 417,093 | $34.28M | 8.0% | +353.9% | 1.112% | |
| 4/10/2025 | Iams Wealth Management LLC | 7,064 | $581K | 0.3% | N/A | 0.019% | |
| 4/9/2025 | SigFig Wealth Management LLC | 70,194 | $5.71M | 0.2% | N/A | 0.187% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 14,847 | $1.22M | 0.1% | N/A | 0.040% | |
| 4/8/2025 | Parallel Advisors LLC | 4,398 | $361K | 0.0% | +4,298.0% | 0.012% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,480 | $122K | 0.0% | N/A | 0.004% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 1,100 | $90K | 0.0% | -26.7% | 0.003% | |
