| 6/6/2025 | Blue Oak Capital LLC | 7,435 | $392K | 0.2% | +18.6% | 0.124% | |
| 5/27/2025 | Jacobi Capital Management LLC | 37,074 | $1.96M | 0.1% | +14.2% | 0.618% | |
| 5/20/2025 | Focus Partners Wealth | 122,995 | $6.48M | 0.0% | +2.6% | 2.050% | |
| 5/19/2025 | Jane Street Group LLC | 31,837 | $1.68M | 0.0% | -44.4% | 0.531% | |
| 5/16/2025 | Jones Financial Companies Lllp | 20,842 | $1.10M | 0.0% | -17.5% | 0.347% | |
| 5/16/2025 | NewEdge Advisors LLC | 685 | $36K | 0.0% | -42.0% | 0.011% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 29,694 | $1.57M | 0.0% | +6.5% | 0.495% | |
| 5/15/2025 | Royal Bank of Canada | 25,377 | $1.34M | 0.0% | +6.1% | 0.423% | |
| 5/15/2025 | OLD Mission Capital LLC | 345,021 | $18.19M | 0.2% | +47.9% | 5.750% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,789 | $252K | 0.0% | -30.7% | 0.080% | |
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| 5/14/2025 | Cadence Bank | 4,093 | $216K | 0.0% | -14.1% | 0.068% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 26,201 | $1.38M | 0.9% | +2.6% | 0.437% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 34,917 | $1.84M | 0.8% | +1.3% | 0.582% | |
| 5/13/2025 | Raymond James Financial Inc. | 90,775 | $4.79M | 0.0% | -0.5% | 1.513% | |
| 5/13/2025 | Wealthedge Investment Advisors LLC | 20,205 | $1.07M | 0.5% | -25.0% | 0.337% | |
| 5/13/2025 | American Money Management LLC | 188,972 | $9.96M | 1.9% | +3.7% | 3.150% | |
| 5/12/2025 | Linscomb Wealth Inc. | 149,415 | $7.88M | 0.4% | -3.6% | 2.490% | |
| 5/12/2025 | Berger Financial Group Inc | 63,616 | $3.35M | 0.2% | +6.3% | 1.060% | |
| 5/12/2025 | Townsquare Capital LLC | 17,452 | $920K | 0.0% | -9.3% | 0.291% | |
| 5/12/2025 | Potentia Wealth | 9,815 | $517K | 0.2% | +90.4% | 0.164% | |
| 5/9/2025 | Wealthspire Advisors LLC | 5,125 | $270K | 0.0% | -59.7% | 0.085% | |
| 5/9/2025 | L & S Advisors Inc | 7,175 | $378K | 0.0% | +10.2% | 0.120% | |
| 5/7/2025 | LPL Financial LLC | 299,036 | $15.77M | 0.0% | +2.2% | 4.984% | |
| 5/7/2025 | SAM Advisors LLC | 185,751 | $9.79M | 3.7% | -0.6% | 3.096% | |
| 5/6/2025 | Cetera Investment Advisers | 23,595 | $1.24M | 0.0% | -2.2% | 0.393% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 193,921 | $10.22M | 0.1% | +8.1% | 3.232% | |
| 5/5/2025 | BKM Wealth Management LLC | 21,462 | $1.13M | 0.5% | +5.1% | 0.358% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 33,365 | $1.76M | 0.0% | +8.3% | 0.556% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 142,248 | $7.50M | 0.1% | -12.0% | 2.371% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 906 | $48K | 0.0% | -25.2% | 0.015% | |
| 5/2/2025 | Slow Capital Inc. | 4,276 | $225K | 0.0% | -65.6% | 0.071% | |
| 4/30/2025 | Sharkey Howes & Javer | 26,970 | $1.42M | 0.2% | +53.9% | 0.450% | |
| 4/30/2025 | Cerity Partners LLC | 151,773 | $8.00M | 0.0% | -3.4% | 2.530% | |
| 4/30/2025 | Allworth Financial LP | 17,284 | $924K | 0.0% | -3.1% | 0.288% | |
| 4/30/2025 | 49 Wealth Management LLC | 15,664 | $826K | 0.1% | -24.6% | 0.261% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 17,219 | $908K | 0.0% | -14.9% | 0.287% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 117,279 | $6.18M | 0.2% | -2.4% | 1.955% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 5,688 | $300K | 0.2% | -4.9% | 0.095% | |
| 4/28/2025 | First Horizon Advisors Inc. | 97,327 | $5.13M | 0.1% | -1.2% | 1.622% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 25,393 | $1.34M | 0.3% | -37.1% | 0.423% | |
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| 4/28/2025 | Private Trust Co. NA | 1,623 | $86K | 0.0% | +106.2% | 0.027% | |
| 4/28/2025 | Arlington Trust Co LLC | 900 | $47K | 0.0% | N/A | 0.015% | |
| 4/25/2025 | Sovran Advisors LLC | 73,938 | $3.84M | 0.5% | +28.9% | 1.232% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 10,165 | $536K | 0.0% | +3.7% | 0.169% | |
| 4/22/2025 | 5T Wealth LLC | 8,528 | $450K | 0.2% | -19.8% | 0.142% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,683 | $247K | 0.0% | -6.7% | 0.078% | |
| 4/21/2025 | MN Wealth Advisors LLC | 4,559 | $240K | 0.1% | -14.6% | 0.076% | |
| 4/18/2025 | Wolf Group Capital Advisors | 32,873 | $1.73M | 0.6% | -21.8% | 0.548% | |
| 4/18/2025 | Edge Financial Advisors LLC | 20,087 | $1.06M | 0.7% | -6.7% | 0.335% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 15,423 | $813K | 0.2% | -6.5% | 0.257% | |
| 4/17/2025 | RHS Financial LLC | 69,296 | $3.65M | 2.0% | -15.6% | 1.155% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,259 | $699K | 0.0% | -11.0% | 0.221% | |
| 4/16/2025 | Kelly Financial Group LLC | 8,453 | $446K | 0.1% | +6.0% | 0.141% | |
| 4/15/2025 | Focus Financial Network Inc. | 24,213 | $1.28M | 0.1% | -11.3% | 0.404% | |
| 4/15/2025 | Signet Financial Management LLC | 12,590 | $664K | 0.1% | +2.7% | 0.210% | |
| 4/14/2025 | Farther Finance Advisors LLC | 793 | $42K | 0.0% | -23.1% | 0.013% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 10,165 | $536K | 0.0% | +3.7% | 0.169% | |
| 4/10/2025 | KWB Wealth | 150,560 | $7.81M | 0.9% | +3.3% | 2.509% | |
| 4/10/2025 | Accel Wealth Management | 15,447 | $814K | 0.3% | +21.7% | 0.257% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 125,388 | $6.61M | 0.7% | +21.0% | 2.090% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 14,186 | $748K | 0.3% | +7.0% | 0.236% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,902 | $773K | 0.0% | +1.5% | 0.248% | |
| 3/12/2025 | Wealthedge Investment Advisors LLC | 26,954 | $1.40M | 0.6% | N/A | 0.449% | |
| 2/18/2025 | 49 Wealth Management LLC | 20,762 | $1.08M | 0.2% | -43.5% | 0.371% | |
| 2/17/2025 | Vident Advisory LLC | 3,991 | $207K | 0.0% | N/A | 0.071% | |
| 2/17/2025 | Visionary Wealth Advisors | 17,119 | $888K | 0.1% | +5.9% | 0.306% | |
| 2/17/2025 | Shepherd Kaplan Krochuk LLC | 18,209 | $945K | 0.8% | +1.1% | 0.325% | |
| 2/17/2025 | Focus Partners Wealth | 119,892 | $6.22M | 0.0% | N/A | 2.141% | |
| 2/17/2025 | Bank of America Corp DE | 182,365 | $9.46M | 0.0% | -56.0% | 3.257% | |
| 2/17/2025 | Ameriprise Financial Inc. | 97,760 | $5.07M | 0.0% | +27.8% | 1.746% | |
| 2/14/2025 | Jane Street Group LLC | 57,248 | $2.97M | 0.0% | +91.5% | 1.022% | |
| 2/14/2025 | Berger Financial Group Inc | 59,852 | $3.11M | 0.2% | -0.8% | 1.069% | |
| 2/14/2025 | Cadence Bank | 4,763 | $247K | 0.0% | -3.9% | 0.085% | |
| 2/13/2025 | CreativeOne Wealth LLC | 6,910 | $358K | 0.0% | -30.4% | 0.123% | |
| 2/13/2025 | Advisors Capital Management LLC | 4,251 | $221K | 0.0% | -36.3% | 0.076% | |
| 2/13/2025 | Townsquare Capital LLC | 19,235 | $998K | 0.0% | -8.6% | 0.343% | |
| 2/13/2025 | Schiavi & Co LLC | 55,848 | $2.90M | 1.1% | +27.9% | 0.997% | |
| 2/13/2025 | Raymond James Financial Inc. | 91,207 | $4.73M | 0.0% | N/A | 1.629% | |
| 2/13/2025 | Cerity Partners LLC | 157,175 | $8.16M | 0.0% | -3.9% | 2.807% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 20,224 | $1.05M | 0.0% | +4.5% | 0.361% | |
| 2/13/2025 | Wells Fargo & Company MN | 28,632 | $1.49M | 0.0% | +10.2% | 0.511% | |
| 2/12/2025 | OLD Mission Capital LLC | 233,247 | $12.10M | 0.2% | +76.8% | 4.165% | |
| 2/12/2025 | Riggs Capital Management LLC | 27,107 | $1.41M | 1.4% | N/A | 0.484% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 953 | $49K | 0.0% | -20.5% | 0.017% | |
| 2/12/2025 | American Money Management LLC | 182,264 | $9.46M | 1.8% | +5.2% | 3.255% | |
| 2/12/2025 | L & S Advisors Inc | 6,512 | $338K | 0.0% | +6.1% | 0.116% | |
| 2/12/2025 | JPMorgan Chase & Co. | 73,495 | $3.81M | 0.0% | +11.1% | 1.312% | |
| 2/12/2025 | Potentia Wealth | 5,156 | $268K | 0.1% | N/A | 0.092% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 161,593 | $8.38M | 0.1% | -3.8% | 2.886% | |
| 2/11/2025 | LPL Financial LLC | 292,524 | $15.18M | 0.0% | +0.7% | 5.224% | |
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| 2/11/2025 | Virtu Financial LLC | 43,145 | $2.24M | 0.1% | N/A | 0.770% | |
| 2/10/2025 | Corient Private Wealth LLC | 163,286 | $8.26M | 0.0% | -3.8% | 2.916% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 84,976 | $4.41M | 0.0% | +7.4% | 1.517% | |
| 2/10/2025 | Wintrust Investments LLC | 1,495 | $77K | 0.1% | -15.9% | 0.027% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 179,402 | $9.31M | 0.1% | +17.2% | 3.204% | |
| 2/7/2025 | Avantax Planning Partners Inc. | 120,198 | $6.24M | 0.2% | +3.1% | 2.146% | |
| 2/7/2025 | Independent Advisor Alliance | 62,363 | $3.24M | 0.0% | N/A | 1.114% | |
| 2/6/2025 | Raymond James Financial Inc. | 91,207 | $4.73M | 0.0% | N/A | 1.629% | |
| 2/6/2025 | Kelly Financial Group LLC | 7,973 | $414K | 0.1% | N/A | 0.142% | |
| 2/6/2025 | Jones Financial Companies Lllp | 25,253 | $1.31M | 0.0% | +42.1% | 0.451% | |
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