| 5/21/2025 | MBL Wealth LLC | 351,598 | $6.35M | 0.6% | -0.3% | 1.911% | |
| 5/21/2025 | McAdam LLC | 58,592 | $1.06M | 0.1% | -4.6% | 0.318% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,120 | $74K | 0.0% | -96.6% | 0.022% | |
| 5/19/2025 | Jane Street Group LLC | 129,808 | $2.34M | 0.0% | +24.9% | 0.705% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 95,261 | $1.72M | 0.0% | N/A | 0.518% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,802 | $70K | 0.0% | -62.0% | 0.021% | |
| 5/15/2025 | Royal Bank of Canada | 54,784 | $989K | 0.0% | +11.4% | 0.298% | |
| 5/15/2025 | Baird Financial Group Inc. | 82,771 | $1.50M | 0.0% | +3.4% | 0.450% | |
| 5/15/2025 | Evergreen Capital Management LLC | 220,791 | $3.99M | 0.1% | -0.8% | 1.200% | |
| 5/14/2025 | Islay Capital Management LLC | 186,454 | $3.37M | 2.3% | -11.9% | 1.013% | |
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| 5/14/2025 | Freedom Investment Management Inc. | 21,800 | $394K | 0.0% | -13.1% | 0.118% | |
| 5/14/2025 | Synovus Financial Corp | 23,419 | $423K | 0.0% | -2.4% | 0.127% | |
| 5/14/2025 | Compound Planning Inc. | 14,864 | $268K | 0.0% | -8.0% | 0.081% | |
| 5/13/2025 | Anfield Capital Management LLC | 2,406 | $43K | 0.0% | -99.6% | 0.013% | |
| 5/13/2025 | HighTower Advisors LLC | 37,485 | $677K | 0.0% | -7.9% | 0.204% | |
| 5/12/2025 | Invesco Ltd. | 787,610 | $14.22M | 0.0% | -0.8% | 4.280% | |
| 5/12/2025 | Benjamin Edwards Inc. | 110,390 | $1.99M | 0.0% | +2.3% | 0.600% | |
| 5/9/2025 | Blair William & Co. IL | 4,985 | $90K | 0.0% | +88.2% | 0.027% | |
| 5/8/2025 | Strategic Advocates LLC | 10,276 | $186K | 0.1% | -13.0% | 0.056% | |
| 5/8/2025 | Alliance Wealth Management Group | 231,855 | $4.19M | 1.1% | -2.0% | 1.260% | |
| 5/8/2025 | Towercrest Capital Management | 231,855 | $4.19M | 0.8% | -2.0% | 1.260% | |
| 5/8/2025 | Banque Cantonale Vaudoise | 10,838 | $196K | 0.0% | N/A | 0.059% | |
| 5/7/2025 | LPL Financial LLC | 845,119 | $15.26M | 0.0% | +7.5% | 4.593% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 40,259 | $727K | 0.1% | -14.3% | 0.219% | |
| 5/7/2025 | Prudent Investors Network Inc. | 21,002 | $379K | 0.1% | -22.2% | 0.114% | |
| 5/6/2025 | Cetera Investment Advisers | 170,058 | $3.07M | 0.0% | +13.3% | 0.945% | |
| 5/6/2025 | Advisors Preferred LLC | 352,238 | $6.38M | 0.9% | +64.0% | 1.957% | |
| 5/5/2025 | Csenge Advisory Group | 33,652 | $602K | 0.0% | +14.2% | 0.187% | |
| 5/1/2025 | CWM LLC | 3,135 | $57K | 0.0% | -16.6% | 0.017% | |
| 5/1/2025 | Omega Financial Group LLC | 114,007 | $2.06M | 0.8% | -4.5% | 0.633% | |
| 4/30/2025 | Code Waechter LLC | 20,975 | $379K | 0.3% | +73.9% | 0.117% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 325,685 | $5.88M | 0.0% | -25.1% | 1.809% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,366,411 | $24.68M | 0.0% | -34.5% | 7.591% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 14,990 | $271K | 0.1% | N/A | 0.083% | |
| 4/28/2025 | Vontobel Holding Ltd. | 208,867 | $3.77M | 0.0% | -1.2% | 1.160% | |
| 4/25/2025 | Prairiewood Capital LLC | 61,307 | $1.11M | 0.5% | +8.3% | 0.341% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,070 | $37K | 0.0% | N/A | 0.012% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 14,990 | $271K | 0.0% | N/A | 0.083% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 13,866 | $250K | 0.0% | +14.4% | 0.077% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,548 | $407K | 0.0% | -15.0% | 0.125% | |
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| 4/21/2025 | Friedenthal Financial | 10,221 | $185K | 0.1% | -9.1% | 0.057% | |
| 4/18/2025 | Colorado Capital Management Inc. | 202,344 | $3.65M | 1.7% | -1.1% | 1.124% | |
| 4/18/2025 | Wagner Wealth Management LLC | 42,307 | $764K | 0.2% | +2.3% | 0.235% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 26,538 | $479K | 0.0% | +3.2% | 0.147% | |
| 4/16/2025 | Seros Financial LLC | 51,666 | $933K | 0.7% | -6.2% | 0.287% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 15,427 | $279K | 0.0% | N/A | 0.085% | |
| 4/9/2025 | Moller Wealth Partners | 51,862 | $937K | 0.2% | -2.5% | 0.285% | |
| 2/17/2025 | Cetera Investment Advisers | 150,090 | $2.71M | 0.0% | +28.9% | 0.420% | |
| 2/17/2025 | Bank of America Corp DE | 1,686,149 | $30.49M | 0.0% | +3.5% | 4.723% | |
| 2/17/2025 | Benjamin Edwards Inc. | 107,884 | $1.95M | 0.0% | +4.0% | 0.302% | |
| 2/17/2025 | Ameriprise Financial Inc. | 214,640 | $3.88M | 0.0% | -5.5% | 0.601% | |
| 2/14/2025 | Jane Street Group LLC | 103,939 | $1.88M | 0.0% | +136.4% | 0.291% | |
| 2/14/2025 | Lido Advisors LLC | 60,218 | $1.09M | 0.0% | -1.7% | 0.169% | |
| 2/14/2025 | MML Investors Services LLC | 112,033 | $2.03M | 0.0% | -6.3% | 0.314% | |
| 2/14/2025 | Freedom Investment Management Inc. | 25,075 | $453K | 0.0% | -2.5% | 0.070% | |
| 2/13/2025 | Evergreen Capital Management LLC | 222,501 | $4.02M | 0.1% | -66.7% | 0.623% | |
| 2/13/2025 | Scotia Capital Inc. | 10,283 | $186K | 0.0% | -60.1% | 0.029% | |
| 2/13/2025 | Raymond James Financial Inc. | 49,997 | $904K | 0.0% | N/A | 0.140% | |
| 2/13/2025 | Invesco Ltd. | 793,601 | $14.35M | 0.0% | -45.6% | 2.223% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 435,016 | $7.87M | 0.0% | +14.1% | 1.219% | |
| 2/13/2025 | Islay Capital Management LLC | 211,545 | $3.83M | 2.7% | +3.4% | 0.593% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,341,646 | $24.26M | 0.0% | +4.7% | 3.758% | |
| 2/12/2025 | Alliance Wealth Management Group | 236,471 | $4.28M | 1.1% | +2.0% | 0.662% | |
| 2/12/2025 | OLD Mission Capital LLC | 13,311 | $241K | 0.0% | -6.2% | 0.037% | |
| 2/12/2025 | JPMorgan Chase & Co. | 28,618 | $517K | 0.0% | +2.1% | 0.080% | |
| 2/11/2025 | Towercrest Capital Management | 236,471 | $4.28M | 0.7% | +2.0% | 0.662% | |
| 2/11/2025 | LPL Financial LLC | 786,369 | $14.22M | 0.0% | +4.7% | 2.203% | |
| 2/11/2025 | TD Private Client Wealth LLC | 30,635 | $554K | 0.0% | +604.1% | 0.086% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 31,128 | $563K | 0.0% | +10.7% | 0.087% | |
| 2/7/2025 | HighTower Advisors LLC | 40,713 | $736K | 0.0% | -3.6% | 0.114% | |
| 2/7/2025 | Rialto Wealth Management LLC | 3,305 | $60K | 0.0% | N/A | 0.009% | |
| 2/6/2025 | Raymond James Financial Inc. | 49,997 | $904K | 0.0% | N/A | 0.140% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,001 | $181K | 0.0% | +579.0% | 0.028% | |
| 2/5/2025 | Anfield Capital Management LLC | 550,518 | $9.95M | 3.6% | -1.8% | 1.542% | |
| 2/4/2025 | Bank of New York Mellon Corp | 2,084,991 | $37.70M | 0.0% | +6.0% | 5.840% | |
| 2/4/2025 | WealthShield Partners LLC | 53,842 | $973K | 0.1% | -1.4% | 0.151% | |
| 2/4/2025 | Wealthspire Advisors LLC | 35,498 | $642K | 0.0% | N/A | 0.099% | |
| 1/31/2025 | Global Retirement Partners LLC | 150,301 | $2.72M | 0.1% | -4.4% | 0.421% | |
| 1/31/2025 | Valley Wealth Managers Inc. | 46,978 | $849K | 0.1% | +10.9% | 0.132% | |
| 1/31/2025 | Truist Financial Corp | 288,146 | $5.21M | 0.0% | +41.8% | 0.807% | |
| 1/30/2025 | Csenge Advisory Group | 29,473 | $533K | 0.0% | +37.6% | 0.083% | |
| 1/30/2025 | Vontobel Holding Ltd. | 211,321 | $3.82M | 0.0% | +2.9% | 0.592% | |
| 1/29/2025 | Wagner Wealth Management LLC | 41,354 | $748K | 0.2% | +5.6% | 0.116% | |
| 1/28/2025 | Advisors Preferred LLC | 214,810 | $3.89M | 0.6% | -18.4% | 0.602% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 13,865 | $251K | 0.0% | -34.9% | 0.039% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 9,414 | $170K | 0.0% | -78.7% | 0.026% | |
| 1/24/2025 | McAdam LLC | 61,443 | $1.11M | 0.1% | -5.6% | 0.172% | |
| 1/23/2025 | Strategic Advocates LLC | 11,809 | $214K | 0.1% | -76.8% | 0.033% | |
| 1/22/2025 | Revolve Wealth Partners LLC | 314,063 | $5.68M | 0.6% | +5.3% | 1.726% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 121,204 | $2.19M | 0.1% | +10.4% | 0.340% | |
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| 1/17/2025 | Seros Financial LLC | 55,073 | $990K | 0.9% | N/A | 0.154% | |
| 1/17/2025 | Atomi Financial Group Inc. | 16,162 | $292K | 0.0% | -20.8% | 0.045% | |
| 1/17/2025 | Great Waters Wealth Management | 46,970 | $849K | 0.1% | -3.0% | 0.132% | |
| 1/16/2025 | Prairiewood Capital LLC | 56,620 | $1.02M | 0.4% | +11.6% | 0.159% | |
| 1/16/2025 | Colorado Capital Management Inc. | 204,696 | $3.70M | 1.8% | +4.8% | 0.573% | |
| 1/15/2025 | Capital & Planning LLC | 16,125 | $292K | 0.2% | N/A | 0.045% | |
| 1/15/2025 | Omega Financial Group LLC | 119,358 | $2.16M | 0.8% | -2.8% | 0.334% | |
| 1/10/2025 | First International Bank & Trust | 193,209 | $3.49M | 1.1% | +3.1% | 0.541% | |
| 1/7/2025 | Moller Wealth Partners | 53,172 | $961K | 0.3% | +37.2% | 0.149% | |
| 12/26/2024 | JPMorgan Chase & Co. | 28,025 | $520K | 0.0% | +29.2% | 0.079% | |
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