| 5/19/2025 | Jane Street Group LLC | 437,354 | $10.48M | 0.0% | +128.9% | 1.250% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 252,723 | $6.06M | 0.1% | -1.1% | 0.722% | |
| 5/15/2025 | Royal Bank of Canada | 97,836 | $2.35M | 0.0% | +12.5% | 0.280% | |
| 5/15/2025 | Titleist Asset Management LLC | 35,776 | $858K | 0.1% | +5.6% | 0.102% | |
| 5/15/2025 | OLD Mission Capital LLC | 26,378 | $632K | 0.0% | N/A | 0.075% | |
| 5/14/2025 | PKS Advisory Services LLC | 35,369 | $848K | 0.2% | +27.4% | 0.101% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 10,133 | $243K | 0.0% | -15.3% | 0.029% | |
| 5/14/2025 | Jane Street Group LLC | 437,354 | $10.48M | 0.0% | +128.9% | 1.250% | |
| 5/14/2025 | Comerica Bank | 30,487 | $731K | 0.0% | +3.2% | 0.087% | |
| 5/14/2025 | Synovus Financial Corp | 11,095 | $266K | 0.0% | +11.1% | 0.032% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,472 | $83K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Vertex Planning Partners LLC | 11,335 | $272K | 0.1% | +8.4% | 0.032% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,839,738 | $44.10M | 0.0% | +6.2% | 5.256% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 1,760,782 | $42.21M | 7.6% | +15.7% | 5.031% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 30,413 | $729K | 0.1% | -5.9% | 0.087% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 26,983 | $647K | 0.0% | +2.6% | 0.077% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 1,705,515 | $40.88M | 2.5% | N/A | 4.873% | |
| 5/7/2025 | Frontier Asset Management LLC | 40,489 | $971K | 0.3% | +1.4% | 0.116% | |
| 5/7/2025 | LPL Financial LLC | 1,181,755 | $28.33M | 0.0% | -0.4% | 3.376% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 16,694 | $400K | 0.1% | N/A | 0.048% | |
| 5/6/2025 | Cetera Investment Advisers | 1,664,340 | $39.89M | 0.1% | +110.0% | 4.755% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 127,044 | $3.05M | 0.1% | +11.8% | 0.363% | |
| 5/6/2025 | Opes Wealth Management LLC | 36,005 | $863K | 0.2% | -4.5% | 0.103% | |
| 5/6/2025 | AE Wealth Management LLC | 9,597 | $230K | 0.0% | N/A | 0.027% | |
| 5/6/2025 | PFG Advisors | 49,589 | $1.19M | 0.1% | +7.5% | 0.142% | |
| 5/5/2025 | Elyxium Wealth LLC | 37,904 | $909K | 0.4% | N/A | 0.108% | |
| 5/5/2025 | Private Advisor Group LLC | 141,283 | $3.39M | 0.0% | +9.1% | 0.410% | |
| 5/2/2025 | Fortis Group Advisors LLC | 22,983 | $551K | 0.1% | -45.8% | 0.067% | |
| 5/2/2025 | Landmark Wealth Management LLC | 84,306 | $2.02M | 0.9% | +22.3% | 0.245% | |
| 5/2/2025 | Lokken Investment Group LLC | 10,127 | $243K | 0.1% | -8.6% | 0.029% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 66,424 | $1.59M | 0.7% | +4.5% | 0.193% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 163,900 | $3.93M | 0.9% | -3.5% | 0.476% | |
| 4/30/2025 | CFO4Life Group LLC | 323,904 | $7.76M | 1.3% | N/A | 0.940% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 38,579 | $925K | 0.0% | N/A | 0.112% | |
| 4/29/2025 | Financial Counselors Inc. | 428,534 | $10.27M | 0.2% | -31.0% | 1.244% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 543,331 | $13.02M | 0.0% | +5.5% | 1.577% | |
| 4/29/2025 | Bank of New York Mellon Corp | 306,287 | $7.34M | 0.0% | -0.3% | 0.889% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 692,332 | $16.60M | 0.6% | +0.4% | 2.010% | |
| 4/28/2025 | Swmg LLC | 31,693 | $752K | 0.3% | -9.5% | 0.092% | |
| 4/28/2025 | DAVENPORT & Co LLC | 16,766 | $402K | 0.0% | N/A | 0.049% | |
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| 4/28/2025 | Clear Creek Financial Management LLC | 14,468 | $347K | 0.0% | N/A | 0.042% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 98,313 | $2.36M | 1.5% | +14.2% | 0.285% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 473,970 | $11.36M | 2.3% | +21.1% | 1.376% | |
| 4/22/2025 | Burt Wealth Advisors | 29,680 | $711K | 0.2% | -2.6% | 0.086% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 163,900 | $3.93M | 0.9% | -3.5% | 0.476% | |
| 4/21/2025 | Curran Financial Partners LLC | 26,595 | $637K | 0.2% | +93.6% | 0.077% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 238,492 | $5.72M | 1.3% | -0.8% | 0.692% | |
| 4/21/2025 | Janney Capital Management LLC | 59,343 | $1.42M | 0.1% | -0.9% | 0.172% | |
| 4/17/2025 | Vicus Capital | 228,530 | $5.48M | 0.5% | +3.0% | 0.663% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 396,816 | $9.51M | 0.3% | -2.5% | 1.152% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,843 | $356K | 0.0% | -4.3% | 0.043% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 135,154 | $3.24M | 1.0% | +2.0% | 0.392% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 618,710 | $14.83M | 0.6% | -37.5% | 1.796% | |
| 4/14/2025 | NewSquare Capital LLC | 22,938 | $550K | 0.0% | N/A | 0.067% | |
| 4/14/2025 | BCS Wealth Management | 36,030 | $864K | 0.2% | +2.6% | 0.105% | |
| 4/14/2025 | Park Avenue Securities LLC | 46,440 | $1.11M | 0.0% | +11.9% | 0.135% | |
| 4/14/2025 | Kennebec Savings Bank | 10,039 | $241K | 0.3% | -80.5% | 0.029% | |
| 4/11/2025 | GGM Financials LLC | 33,055 | $792K | 0.5% | +35.9% | 0.096% | |
| 4/10/2025 | TruWealth Advisors LLC | 682,018 | $16.35M | 1.0% | +4.1% | 1.974% | |
| 4/8/2025 | New Hampshire Trust | 30,596 | $733K | 0.2% | -24.0% | 0.089% | |
| 4/8/2025 | Legacy Financial Strategies LLC | 76,704 | $1.84M | 0.4% | +2.8% | 0.222% | |
| 4/7/2025 | AdvisorNet Financial Inc | 86,178 | $2.07M | 0.2% | +73.9% | 0.249% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 300,248 | $7.20M | 0.2% | -17.2% | 0.869% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,512 | $372K | 0.0% | -17.0% | 0.045% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 432,428 | $10.38M | 0.2% | +5.3% | 1.261% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 11,958 | $287K | 0.0% | N/A | 0.044% | |
| 2/18/2025 | GTS Securities LLC | 11,225 | $270K | 0.0% | N/A | 0.041% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 255,567 | $6.14M | 0.1% | +1,714.7% | 0.943% | |
| 2/17/2025 | Vista Cima Wealth Management LLC | 19,970 | $479K | 0.5% | N/A | 0.074% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 51,604 | $1.24M | 0.0% | -19.2% | 0.190% | |
| 2/17/2025 | Cetera Investment Advisers | 792,407 | $19.03M | 0.0% | +9.0% | 2.924% | |
| 2/17/2025 | Captrust Financial Advisors | 90,020 | $2.16M | 0.0% | -3.3% | 0.332% | |
| 2/17/2025 | Citadel Advisors LLC | 63,885 | $1.53M | 0.0% | N/A | 0.236% | |
| 2/17/2025 | Bank of America Corp DE | 3,901,569 | $93.68M | 0.0% | -3.9% | 14.397% | |
| 2/14/2025 | Jane Street Group LLC | 191,028 | $4.59M | 0.0% | +759.4% | 0.705% | |
| 2/14/2025 | Comerica Bank | 29,534 | $709K | 0.0% | +1.6% | 0.109% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 2,585 | $62K | 0.0% | N/A | 0.010% | |
| 2/14/2025 | Stifel Financial Corp | 408,478 | $9.81M | 0.0% | +2.1% | 1.507% | |
| 2/14/2025 | MML Investors Services LLC | 125,893 | $3.02M | 0.0% | +16.5% | 0.465% | |
| 2/13/2025 | NewEdge Advisors LLC | 9,453 | $227K | 0.0% | +6.1% | 0.035% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 171,098 | $4.11M | 0.4% | -1.4% | 0.631% | |
| 2/13/2025 | Mariner LLC | 74,578 | $1.79M | 0.0% | +91.0% | 0.275% | |
| 2/13/2025 | Synovus Financial Corp | 9,985 | $240K | 0.0% | -49.7% | 0.037% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 18,586 | $446K | 0.0% | -4.7% | 0.069% | |
| 2/13/2025 | Titleist Asset Management LLC | 33,871 | $813K | 0.1% | +10.2% | 0.125% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 515,132 | $12.37M | 0.0% | -1.3% | 1.901% | |
| 2/12/2025 | Level Four Advisory Services LLC | 16,641 | $400K | 0.0% | -6.8% | 0.061% | |
| 2/12/2025 | JPMorgan Chase & Co. | 93,827 | $2.25M | 0.0% | +3.3% | 0.346% | |
| 2/12/2025 | Financial Counselors Inc. | 621,241 | $14.92M | 0.2% | +127.7% | 2.292% | |
| 2/12/2025 | PKS Advisory Services LLC | 27,752 | $666K | 0.2% | N/A | 0.102% | |
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| 2/12/2025 | Prestige Wealth Management Group LLC | 209,762 | $5.05M | 1.6% | -10.5% | 0.774% | |
| 2/11/2025 | LPL Financial LLC | 1,185,971 | $28.48M | 0.0% | +14.5% | 4.376% | |
| 2/11/2025 | HUB Investment Partners LLC | 34,952 | $839K | 0.0% | -7.2% | 0.129% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 165,958 | $3.99M | 0.0% | -16.7% | 0.612% | |
| 2/7/2025 | PFG Advisors | 46,132 | $1.11M | 0.1% | +6.0% | 0.170% | |
| 2/7/2025 | Avantax Planning Partners Inc. | 689,311 | $16.55M | 0.6% | -7.5% | 2.544% | |
| 2/7/2025 | Frontier Asset Management LLC | 39,930 | $959K | 0.3% | +12.1% | 0.147% | |
| 2/7/2025 | Evergreen Private Wealth LLC | 63,560 | $1.53M | 0.7% | +14.6% | 0.235% | |
| 2/6/2025 | Burt Wealth Advisors | 30,480 | $732K | 0.2% | -7.0% | 0.112% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,670 | $88K | 0.0% | -91.9% | 0.014% | |
