| 5/28/2025 | Vista Cima Wealth Management LLC | 2,734 | $252K | 0.2% | +14.9% | 0.056% | |
| 5/21/2025 | McAdam LLC | 5,395 | $498K | 0.0% | +81.5% | 0.110% | |
| 5/19/2025 | Jane Street Group LLC | 32,600 | $3.01M | 0.0% | +46.0% | 0.665% | |
| 5/15/2025 | Royal Bank of Canada | 23,312 | $2.15M | 0.0% | +6.2% | 0.476% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,460 | $412K | 0.0% | N/A | 0.091% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 21,427 | $1.98M | 0.2% | +7.9% | 0.437% | |
| 5/13/2025 | Heck Capital Advisors LLC | 27,703 | $2.56M | 0.3% | N/A | 0.565% | |
| 5/13/2025 | Anfield Capital Management LLC | 1,256 | $116K | 0.0% | +40.0% | 0.026% | |
| 5/12/2025 | Founders Financial Alliance LLC | 2,534 | $234K | 0.1% | -12.3% | 0.052% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 7,121 | $657K | 0.2% | -40.2% | 0.145% | |
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| 5/9/2025 | Scotia Capital Inc. | 115,673 | $10.67M | 0.1% | +0.1% | 2.361% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 982 | $91K | 0.0% | +305.8% | 0.020% | |
| 5/8/2025 | FSA Advisors Inc. | 2,586 | $239K | 0.2% | N/A | 0.053% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 62,693 | $5.79M | 0.1% | +2.7% | 1.279% | |
| 5/7/2025 | LPL Financial LLC | 272,567 | $25.15M | 0.0% | +10.0% | 5.563% | |
| 5/7/2025 | Inspire Advisors LLC | 5,879 | $542K | 0.1% | N/A | 0.120% | |
| 5/7/2025 | Trilogy Capital Inc. | 12,606 | $1.16M | 0.1% | -23.4% | 0.257% | |
| 5/6/2025 | Assetmark Inc. | 228,454 | $21.08M | 0.1% | +26.6% | 4.662% | |
| 5/6/2025 | Cetera Investment Advisers | 10,532 | $972K | 0.0% | +52.4% | 0.215% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 5,333 | $492K | 0.0% | +3.8% | 0.109% | |
| 5/6/2025 | Brookwood Investment Group LLC | 6,292 | $581K | 0.1% | N/A | 0.128% | |
| 5/5/2025 | OneAscent Financial Services LLC | 10,492 | $968K | 0.1% | N/A | 0.214% | |
| 5/2/2025 | Leo Wealth LLC | 97,466 | $8.99M | 1.3% | -56.8% | 1.874% | |
| 5/2/2025 | Red Wave Investments LLC | 23,814 | $2.20M | 0.8% | -1.9% | 0.458% | |
| 5/2/2025 | Sigma Planning Corp | 3,281 | $303K | 0.0% | -5.3% | 0.063% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 214,183 | $19.76M | 0.0% | +136.8% | 4.119% | |
| 4/29/2025 | Bank of New York Mellon Corp | 22,688 | $2.09M | 0.0% | +145.6% | 0.436% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 101,778 | $9.39M | 0.8% | +1.4% | 1.957% | |
| 4/28/2025 | Able Wealth Management LLC | 11,715 | $1.08M | 0.6% | +9.3% | 0.225% | |
| 4/28/2025 | First Horizon Advisors Inc. | 872 | $81K | 0.0% | +66.7% | 0.017% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 3,013 | $278K | 0.0% | -42.5% | 0.058% | |
| 4/23/2025 | Perigon Wealth Management LLC | 5,061 | $467K | 0.0% | +79.7% | 0.097% | |
| 4/23/2025 | Alpine Bank Wealth Management | 251,380 | $23.20M | 3.7% | N/A | 4.834% | |
| 4/21/2025 | ORG Partners LLC | 8,165 | $753K | 0.2% | N/A | 0.157% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,153 | $752K | 0.0% | +72.4% | 0.157% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 20,498 | $1.89M | 0.0% | +3.0% | 0.394% | |
| 4/15/2025 | Two West Capital Advisors LLC | 2,325 | $209K | 0.2% | N/A | 0.045% | |
| 4/15/2025 | Columbia Advisory Partners LLC | 37,515 | $3.46M | 3.0% | +36.7% | 0.721% | |
| 4/14/2025 | Park Avenue Securities LLC | 8,339 | $769K | 0.0% | +138.4% | 0.160% | |
| 4/10/2025 | Beacon Financial Group | 72,657 | $6.70M | 0.7% | -15.2% | 1.242% | |
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| 4/9/2025 | Milestone Asset Management LLC | 412,838 | $38.09M | 8.1% | +1,227.7% | 7.057% | |
| 4/7/2025 | AdvisorNet Financial Inc | 26,303 | $2.43M | 0.2% | N/A | 0.450% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 19,860 | $1.84M | 0.1% | +11.1% | 0.552% | |
| 2/17/2025 | Vista Cima Wealth Management LLC | 2,380 | $221K | 0.2% | N/A | 0.066% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 6,759 | $627K | 0.1% | -30.5% | 0.188% | |
| 2/17/2025 | Cetera Investment Advisers | 6,911 | $641K | 0.0% | -68.4% | 0.192% | |
| 2/17/2025 | Citadel Advisors LLC | 29,630 | $2.75M | 0.0% | +58.1% | 0.823% | |
| 2/17/2025 | Bank of America Corp DE | 308,851 | $28.64M | 0.0% | +1.6% | 8.579% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 11,272 | $1.05M | 0.0% | -18.9% | 0.313% | |
| 2/14/2025 | Jane Street Group LLC | 22,327 | $2.07M | 0.0% | -14.9% | 0.620% | |
| 2/14/2025 | MML Investors Services LLC | 38,851 | $3.60M | 0.0% | +42.9% | 1.079% | |
| 2/13/2025 | Aquire Wealth Advisors LLC | 11,917 | $1.11M | 0.3% | -8.9% | 0.331% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 13,563 | $1.26M | 0.0% | +10.2% | 0.377% | |
| 2/13/2025 | Scotia Capital Inc. | 115,507 | $10.71M | 0.1% | -0.8% | 3.209% | |
| 2/13/2025 | Raymond James Financial Inc. | 27,999 | $2.60M | 0.0% | N/A | 0.778% | |
| 2/13/2025 | Bank of Montreal Can | 52,151 | $4.84M | 0.0% | +0.7% | 1.449% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 90,442 | $8.39M | 0.0% | -7.8% | 2.512% | |
| 2/13/2025 | Smith Moore & CO. | 2,551 | $237K | 0.0% | N/A | 0.071% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 3,798 | $352K | 0.0% | N/A | 0.106% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,540 | $236K | 0.0% | +4.6% | 0.071% | |
| 2/11/2025 | LPL Financial LLC | 247,776 | $22.98M | 0.0% | +5.4% | 6.883% | |
| 2/11/2025 | Guardian Partners Inc. | 3,619 | $336K | 0.0% | N/A | 0.101% | |
| 2/10/2025 | GWN Securities Inc. | 8,800 | $823K | 0.2% | N/A | 0.244% | |
| 2/10/2025 | Harbour Investments Inc. | 2,491 | $231K | 0.0% | -18.5% | 0.069% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,729 | $439K | 0.0% | -8.4% | 0.131% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,002 | $1.95M | 0.0% | +24.2% | 0.583% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,138 | $476K | 0.0% | +3.9% | 0.143% | |
| 2/7/2025 | Destination Wealth Management | 789,027 | $73.17M | 2.3% | +1.2% | 21.917% | |
| 2/6/2025 | Raymond James Financial Inc. | 27,999 | $2.60M | 0.0% | N/A | 0.778% | |
| 2/6/2025 | Assetmark Inc. | 180,473 | $16.74M | 0.0% | -0.7% | 5.013% | |
| 2/4/2025 | Bank of New York Mellon Corp | 9,236 | $857K | 0.0% | -10.9% | 0.257% | |
| 2/3/2025 | Sigma Planning Corp | 3,463 | $321K | 0.0% | -5.5% | 0.096% | |
| 2/3/2025 | Red Wave Investments LLC | 24,265 | $2.25M | 0.8% | -6.3% | 0.674% | |
| 2/3/2025 | Able Wealth Management LLC | 10,722 | $994K | 0.7% | -4.5% | 0.298% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 3,032 | $281K | 0.0% | N/A | 0.084% | |
| 1/31/2025 | Truist Financial Corp | 12,325 | $1.14M | 0.0% | +13.0% | 0.342% | |
| 1/31/2025 | Sanctuary Advisors LLC | 10,239 | $959K | 0.0% | +38.8% | 0.284% | |
| 1/29/2025 | Beacon Financial Group | 85,661 | $7.94M | 0.9% | -12.5% | 2.379% | |
| 1/28/2025 | Leo Wealth LLC | 225,694 | $20.93M | 1.9% | +3.9% | 6.269% | |
| 1/27/2025 | Trilogy Capital Inc. | 16,466 | $1.53M | 0.1% | -5.9% | 0.457% | |
| 1/24/2025 | McAdam LLC | 2,972 | $276K | 0.0% | N/A | 0.083% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 100,361 | $9.31M | 0.9% | -0.6% | 2.788% | |
| 1/23/2025 | Milestone Asset Management LLC | 31,094 | $2.88M | 0.6% | N/A | 0.864% | |
| 1/22/2025 | Perigon Wealth Management LLC | 2,817 | $262K | 0.0% | N/A | 0.078% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 61,041 | $5.66M | 0.1% | +25.9% | 1.696% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 19,893 | $1.85M | 0.0% | +3.7% | 0.553% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 348 | $32K | 0.0% | N/A | 0.010% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 5,243 | $486K | 0.0% | -68.0% | 0.146% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 4,158 | $386K | 0.0% | -24.0% | 0.116% | |
| 1/14/2025 | Park Avenue Securities LLC | 3,498 | $324K | 0.0% | +28.0% | 0.097% | |
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| 1/13/2025 | Columbia Advisory Partners LLC | 27,449 | $2.55M | 2.4% | +26.0% | 0.762% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,428 | $226K | 0.0% | +658.8% | 0.067% | |
| 11/25/2024 | Destination Wealth Management | 779,632 | $72.55M | 2.2% | +3.8% | 21.656% | |
| 11/25/2024 | Sanctuary Advisors LLC | 7,376 | $688K | 0.0% | +86.1% | 0.205% | |
| 11/15/2024 | MML Investors Services LLC | 27,192 | $2.53M | 0.0% | +88.3% | 0.755% | |
| 11/15/2024 | Jane Street Group LLC | 26,250 | $2.44M | 0.0% | N/A | 0.729% | |
| 11/15/2024 | Red Wave Investments LLC | 25,883 | $2.41M | 0.8% | -6.8% | 0.719% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 12,306 | $1.15M | 0.0% | +1.9% | 0.342% | |
| 11/13/2024 | Freedom Investment Management Inc. | 20,526 | $1.91M | 0.2% | -6.2% | 0.570% | |
| 11/13/2024 | Bank of Montreal Can | 51,777 | $4.82M | 0.0% | +6.9% | 1.438% | |
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