| 5/19/2025 | Jane Street Group LLC | 21,369 | $567K | 0.0% | -67.9% | 0.137% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 517,369 | $13.73M | 6.8% | +42.9% | 3.306% | |
| 5/14/2025 | Flow Traders U.S. LLC | 67,964 | $1.80M | 0.1% | N/A | 0.434% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 196,903 | $5.23M | 0.0% | +279.4% | 1.258% | |
| 5/13/2025 | HighTower Advisors LLC | 17,556 | $466K | 0.0% | N/A | 0.112% | |
| 5/7/2025 | Financial Management Network Inc. | 29,565 | $717K | 0.1% | -17.8% | 0.189% | |
| 5/7/2025 | Wincap Financial LLC | 64,283 | $1.71M | 1.6% | +16.0% | 0.411% | |
| 5/7/2025 | LPL Financial LLC | 541,831 | $14.38M | 0.0% | -9.7% | 3.462% | |
| 5/6/2025 | Venturi Wealth Management LLC | 968,945 | $25.71M | 1.3% | +10.4% | 6.191% | |
| 5/6/2025 | Summit Asset Management LLC | 43,350 | $1.15M | 0.2% | +1.3% | 0.277% | |
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| 5/6/2025 | Ascension Capital Advisors Inc. | 35,369 | $939K | 0.4% | +1.0% | 0.228% | |
| 5/1/2025 | Riversedge Advisors LLC | 29,510 | $783K | 0.2% | -95.3% | 0.190% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 205,317 | $5.45M | 0.0% | +13.2% | 1.322% | |
| 4/29/2025 | World Investment Advisors | 242,080 | $6.42M | 0.2% | +11.6% | 1.559% | |
| 4/29/2025 | Strategic Blueprint LLC | 10,987 | $292K | 0.0% | +26.9% | 0.071% | |
| 4/28/2025 | Fiduciary Group LLC | 111,949 | $2.97M | 0.3% | +11.5% | 0.721% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,635 | $43K | 0.0% | N/A | 0.011% | |
| 4/23/2025 | Balance Wealth LLC | 70,166 | $1.86M | 1.2% | N/A | 0.452% | |
| 4/23/2025 | Archford Capital Strategies LLC | 207,722 | $5.51M | 0.8% | N/A | 1.338% | |
| 4/23/2025 | Embree Financial Group | 84,619 | $2.25M | 0.4% | +211.2% | 0.545% | |
| 4/22/2025 | Consolidated Planning Corp | 25,474 | $676K | 0.1% | +25.4% | 0.164% | |
| 4/22/2025 | FMA Wealth Management LLC | 172,528 | $4.64M | 3.6% | -1.7% | 1.111% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,039 | $717K | 0.0% | +133.1% | 0.174% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 8,900 | $236K | 0.1% | N/A | 0.057% | |
| 4/18/2025 | GSB Wealth Management LLC | 324,778 | $8.62M | 2.3% | +263.6% | 2.091% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 202,912 | $5.38M | 1.2% | +25.5% | 1.307% | |
| 4/15/2025 | Accurate Wealth Management LLC | 25,265 | $651K | 0.1% | N/A | 0.163% | |
| 4/11/2025 | AMI Investment Management Inc. | 509,360 | $13.52M | 4.4% | +13.3% | 3.435% | |
| 4/11/2025 | Annex Advisory Services LLC | 2,084,963 | $55.32M | 1.6% | +2,969.0% | 14.059% | |
| 4/10/2025 | KWB Wealth | 39,103 | $1.01M | 0.1% | +250.2% | 0.264% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 930,282 | $24.69M | 2.6% | +39.0% | 6.273% | |
| 4/9/2025 | Arlington Financial Advisors LLC | 792,066 | $21.02M | 3.7% | +10.3% | 5.341% | |
| 4/4/2025 | Moody National Bank Trust Division | 97,955 | $2.60M | 0.3% | +73.1% | 0.661% | |
| 3/14/2025 | Keystone Financial Services LLC | 15,584 | $403K | 0.4% | N/A | 0.127% | |
| 2/17/2025 | Studio Investment Management LLC | 14,356 | $371K | 0.1% | +6.1% | 0.310% | |
| 2/17/2025 | Citadel Advisors LLC | 28,685 | $742K | 0.0% | N/A | 0.620% | |
| 2/14/2025 | Jane Street Group LLC | 66,568 | $1.72M | 0.0% | -52.7% | 1.438% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 51,895 | $1.34M | 0.0% | -84.9% | 1.121% | |
| 2/14/2025 | Stifel Financial Corp | 14,967 | $387K | 0.0% | +3.9% | 0.323% | |
| 2/13/2025 | Synovus Financial Corp | 13,602 | $352K | 0.0% | +48.1% | 0.294% | |
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| 2/13/2025 | Raymond James Financial Inc. | 101,591 | $2.63M | 0.0% | N/A | 2.194% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 181,417 | $4.69M | 0.0% | +14.4% | 3.918% | |
| 2/12/2025 | World Investment Advisors | 216,961 | $5.61M | 0.2% | +13.0% | 4.686% | |
| 2/12/2025 | OLD Mission Capital LLC | 418,359 | $10.82M | 0.2% | N/A | 9.036% | |
| 2/11/2025 | Paces Ferry Wealth Advisors LLC | 361,998 | $9.36M | 4.5% | N/A | 7.819% | |
| 2/11/2025 | LPL Financial LLC | 599,950 | $15.51M | 0.0% | +52.2% | 12.958% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 4,092 | $106K | 0.1% | N/A | 0.088% | |
| 2/11/2025 | Fiduciary Group LLC | 100,439 | $2.60M | 0.3% | +12.0% | 2.169% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,035 | $208K | 0.0% | N/A | 0.174% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,012 | $595K | 0.0% | -4.8% | 0.497% | |
| 2/6/2025 | Raymond James Financial Inc. | 101,591 | $2.63M | 0.0% | N/A | 2.194% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 59,900 | $1.55M | 0.0% | -8.7% | 1.294% | |
| 2/5/2025 | Ascension Capital Advisors Inc. | 35,003 | $905K | 0.4% | +29.2% | 0.756% | |
| 2/4/2025 | Summit Asset Management LLC | 42,800 | $1.11M | 0.2% | +9.9% | 0.924% | |
| 2/3/2025 | FMA Wealth Management LLC | 175,598 | $4.54M | 3.4% | +1.0% | 3.793% | |
| 2/3/2025 | Financial Management Network Inc. | 35,950 | $929K | 0.2% | -33.7% | 0.776% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 8,035 | $208K | 0.0% | N/A | 0.174% | |
| 1/31/2025 | Venturi Wealth Management LLC | 877,931 | $22.70M | 1.1% | +42.8% | 18.962% | |
| 1/31/2025 | Truist Financial Corp | 15,393 | $398K | 0.0% | +35.1% | 0.332% | |
| 1/30/2025 | Manchester Capital Management LLC | 3,656 | $95K | 0.0% | -90.0% | 0.079% | |
| 1/29/2025 | Consolidated Planning Corp | 20,314 | $525K | 0.1% | +138.9% | 0.439% | |
| 1/28/2025 | Arlington Financial Advisors LLC | 718,311 | $18.57M | 3.7% | -51.0% | 15.514% | |
| 1/27/2025 | Financial Advocates Investment Management | 73,021 | $1.89M | 0.1% | N/A | 1.577% | |
| 1/23/2025 | Strategic Blueprint LLC | 8,660 | $224K | 0.0% | N/A | 0.187% | |
| 1/21/2025 | Embree Financial Group | 27,195 | $703K | 0.1% | N/A | 0.587% | |
| 1/21/2025 | GSB Wealth Management LLC | 89,320 | $2.31M | 0.6% | N/A | 1.929% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 669,171 | $17.30M | 1.8% | -4.6% | 14.453% | |
| 1/16/2025 | AMI Investment Management Inc. | 449,490 | $11.62M | 3.8% | +9.0% | 9.708% | |
| 1/16/2025 | Annex Advisory Services LLC | 67,936 | $1.76M | 0.1% | N/A | 1.467% | |
| 1/15/2025 | Riversedge Advisors LLC | 628,285 | $16.24M | 3.7% | -0.4% | 13.570% | |
| 1/14/2025 | San Luis Wealth Advisors LLC | 161,623 | $4.18M | 0.8% | -0.9% | 3.491% | |
| 1/14/2025 | KWB Wealth | 11,165 | $289K | 0.0% | N/A | 0.241% | |
| 1/13/2025 | Moody National Bank Trust Division | 56,573 | $1.46M | 0.2% | N/A | 1.222% | |
| 11/25/2024 | Synovus Financial Corp | 9,186 | $266K | 0.0% | N/A | 0.198% | |
| 11/25/2024 | World Investment Advisors LLC | 191,996 | $5.55M | 0.1% | N/A | 4.147% | |
| 11/15/2024 | Jane Street Group LLC | 140,664 | $4.07M | 0.0% | +142.4% | 3.038% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 344,744 | $9.97M | 0.1% | +23.2% | 7.446% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 55,790 | $1.61M | 0.0% | +2.0% | 1.205% | |
| 11/13/2024 | Private Trust Co. NA | 1,000 | $29K | 0.0% | N/A | 0.022% | |
| 11/12/2024 | Studio Investment Management LLC | 13,527 | $391K | 0.1% | N/A | 0.292% | |
| 11/6/2024 | Summit Asset Management LLC | 38,942 | $1.13M | 0.2% | +53.5% | 0.841% | |
| 11/4/2024 | Venturi Wealth Management LLC | 615,009 | $17.79M | 0.9% | -2.7% | 13.283% | |
| 11/1/2024 | Nordwand Advisors LLC | 149,085 | $4.31M | 1.2% | N/A | 3.220% | |
| 10/31/2024 | Consolidated Planning Corp | 8,503 | $246K | 0.0% | N/A | 0.184% | |
| 10/31/2024 | Ascension Capital Advisors Inc. | 27,095 | $784K | 0.4% | +79.8% | 0.585% | |
| 10/30/2024 | Legacy CG LLC | 380,466 | $11.01M | 3.6% | +2.4% | 8.217% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,717 | $223K | 0.0% | N/A | 0.167% | |
| 10/23/2024 | Financial Management Network Inc. | 54,183 | $1.55M | 0.3% | +5.5% | 1.170% | |
| 10/16/2024 | Riversedge Advisors LLC | 630,672 | $18.25M | 4.1% | +20.7% | 13.621% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 701,249 | $20.29M | 2.2% | +40.4% | 15.146% | |
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| 10/15/2024 | FMA Wealth Management LLC | 173,884 | $5.03M | 3.7% | +20.6% | 3.756% | |
| 10/10/2024 | CRA Financial Services LLC | 16,227 | $469K | 0.1% | N/A | 0.350% | |
| 10/9/2024 | San Luis Wealth Advisors LLC | 163,103 | $4.72M | 1.0% | +10.4% | 3.523% | |
| 10/4/2024 | AMI Investment Management Inc. | 412,318 | $11.93M | 4.0% | +8.4% | 8.905% | |
| 8/8/2024 | Fiduciary Group LLC | 63,285 | $1.75M | 0.2% | +36.6% | 1.367% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 23,116 | $639K | 0.0% | +80.1% | 0.499% | |
| 7/27/2024 | Riversedge Advisors LLC | 522,505 | $14.45M | 3.5% | N/A | 11.285% | |
| 7/25/2024 | AMI Investment Management Inc. | 380,222 | $10.52M | 3.7% | N/A | 8.212% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 499,557 | $13.82M | 1.5% | N/A | 10.790% | |
| 7/22/2024 | Legacy CG LLC | 371,491 | $10.28M | 3.5% | +143.5% | 8.024% | |
