| 5/19/2025 | Jane Street Group LLC | 268,578 | $6.41M | 0.0% | +41.3% | 0.942% | |
| 5/16/2025 | Jones Financial Companies Lllp | 158,316 | $3.78M | 0.0% | +1,637.8% | 0.555% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 36,319 | $866K | 0.0% | N/A | 0.127% | |
| 5/15/2025 | EP Wealth Advisors LLC | 867,396 | $20.69M | 0.2% | +3.7% | 3.043% | |
| 5/15/2025 | Royal Bank of Canada | 18,710 | $446K | 0.0% | -5.7% | 0.066% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 34,269 | $817K | 0.3% | N/A | 0.120% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 1,312,859 | $31.31M | 1.4% | +6.7% | 4.607% | |
| 5/14/2025 | Compound Planning Inc. | 43,751 | $1.04M | 0.0% | +72.0% | 0.154% | |
| 5/14/2025 | Flow Traders U.S. LLC | 73,576 | $1.76M | 0.1% | N/A | 0.258% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 34,269 | $817K | 0.7% | N/A | 0.120% | |
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| 5/13/2025 | HighTower Advisors LLC | 61,990 | $1.48M | 0.0% | +8.9% | 0.218% | |
| 5/12/2025 | Townsquare Capital LLC | 20,218 | $482K | 0.0% | -2.7% | 0.071% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 42,685 | $1.02M | 0.5% | -9.7% | 0.150% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 37,269 | $889K | 0.5% | +11.8% | 0.131% | |
| 5/8/2025 | First Foundation Advisors | 1,115,085 | $26.60M | 1.1% | -17.5% | 3.913% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 8,566 | $204K | 0.0% | N/A | 0.030% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 444,988 | $10.65M | 2.7% | -1.0% | 1.561% | |
| 5/7/2025 | LPL Financial LLC | 578,075 | $13.79M | 0.0% | +4.5% | 2.028% | |
| 5/6/2025 | Cetera Investment Advisers | 19,533 | $466K | 0.0% | N/A | 0.068% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 75,235 | $1.79M | 0.1% | -1.3% | 0.263% | |
| 5/6/2025 | Clifford Swan Investment Counsel LLC | 10,300 | $246K | 0.0% | N/A | 0.036% | |
| 5/2/2025 | Wealthfront Advisers LLC | 147,159 | $3.51M | 0.0% | +99.7% | 0.514% | |
| 5/1/2025 | SteelPeak Wealth LLC | 112,689 | $2.69M | 0.1% | +29.8% | 0.393% | |
| 4/30/2025 | Cerity Partners LLC | 69,018 | $1.65M | 0.0% | -14.9% | 0.241% | |
| 4/30/2025 | Allworth Financial LP | 186,090 | $4.34M | 0.0% | -18.6% | 0.650% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 1,793,042 | $42.76M | 0.7% | +21.5% | 6.258% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 27,356 | $657K | 0.0% | N/A | 0.095% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,426,565 | $34.02M | 0.0% | +14.7% | 4.979% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 115,384 | $2.75M | 0.0% | +8.0% | 0.403% | |
| 4/29/2025 | SimpliFi Inc. | 59,449 | $1.42M | 0.7% | +2.9% | 0.208% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 24,425 | $583K | 0.2% | N/A | 0.085% | |
| 4/28/2025 | Keybank National Association OH | 112,239 | $2.68M | 0.0% | -4.9% | 0.392% | |
| 4/28/2025 | Impact Investors Inc | 89,073 | $2.12M | 1.7% | -9.6% | 0.311% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 79,845 | $1.90M | 0.2% | +31.6% | 0.279% | |
| 4/25/2025 | Amara Financial LLC. | 41,735 | $995K | 0.9% | N/A | 0.146% | |
| 4/23/2025 | Pure Financial Advisors LLC | 60,579 | $1.45M | 0.0% | -1.1% | 0.211% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,642 | $87K | 0.0% | +91.0% | 0.013% | |
| 4/23/2025 | Mattern Capital Management LLC | 28,141 | $671K | 0.1% | +1.9% | 0.098% | |
| 4/23/2025 | Verus Wealth Management LLC | 27,838 | $664K | 0.7% | -50.7% | 0.097% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,247 | $1.25M | 0.0% | +10.6% | 0.182% | |
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| 4/17/2025 | Brighton Jones LLC | 25,059 | $598K | 0.0% | N/A | 0.087% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 189,807 | $4.35M | 0.9% | -9.5% | 0.663% | |
| 4/15/2025 | GAMMA Investing LLC | 19,712 | $470K | 0.0% | -27.5% | 0.068% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 2,520,756 | $60.12M | 1.2% | +4.0% | 8.648% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 20,572 | $491K | 0.2% | -2.7% | 0.071% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 33,560 | $800K | 0.0% | +19.4% | 0.115% | |
| 4/9/2025 | McNaughton Wealth Management LLC | 66,942 | $1.60M | 0.8% | -27.4% | 0.230% | |
| 4/9/2025 | Sweeney & Michel LLC | 22,000 | $500K | 0.2% | N/A | 0.075% | |
| 4/7/2025 | GAMMA Investing LLC | 470,131 | $112.13M | 0.0% | +1,628.9% | 1.613% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,499 | $37K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | EP Wealth Advisors LLC | 836,569 | $20.66M | 0.2% | +8.2% | 2.428% | |
| 2/17/2025 | Bank of America Corp DE | 1,379,449 | $34.07M | 0.0% | +44.6% | 4.004% | |
| 2/17/2025 | Ameriprise Financial Inc. | 432,446 | $10.68M | 0.0% | +6.2% | 1.255% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 1,249,535 | $30.86M | 0.1% | N/A | 3.627% | |
| 2/14/2025 | Jane Street Group LLC | 190,036 | $4.69M | 0.0% | +511.8% | 0.552% | |
| 2/14/2025 | Comerica Bank | 8,395 | $207K | 0.0% | +31.8% | 0.024% | |
| 2/14/2025 | Parkshore Wealth Management Inc. | 20,570 | $508K | 0.3% | N/A | 0.060% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 1,230,304 | $30.39M | 1.3% | +5.5% | 3.571% | |
| 2/14/2025 | Syon Capital LLC | 1,090,712 | $26.94M | 2.4% | N/A | 3.166% | |
| 2/14/2025 | Stifel Financial Corp | 18,003 | $445K | 0.0% | +3.5% | 0.052% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 106,807 | $2.64M | 0.0% | +2.5% | 0.310% | |
| 2/13/2025 | Guggenheim Capital LLC | 114,621 | $2.83M | 0.0% | +249.2% | 0.333% | |
| 2/13/2025 | Rossby Financial LCC | 10,000 | $247K | 0.2% | N/A | 0.029% | |
| 2/13/2025 | Mariner LLC | 224,709 | $5.55M | 0.0% | +2.6% | 0.652% | |
| 2/13/2025 | Dynamic Wealth Strategies LLC | 34,269 | $846K | 0.8% | -3.8% | 0.099% | |
| 2/13/2025 | TME Financial Inc. | 19,913 | $499K | 0.5% | N/A | 0.058% | |
| 2/13/2025 | Townsquare Capital LLC | 20,781 | $513K | 0.0% | +9.8% | 0.060% | |
| 2/13/2025 | First Foundation Advisors | 1,352,308 | $33.40M | 1.3% | -10.1% | 3.925% | |
| 2/13/2025 | Raymond James Financial Inc. | 20,938 | $517K | 0.0% | N/A | 0.061% | |
| 2/13/2025 | Cerity Partners LLC | 81,135 | $2.00M | 0.0% | +223.5% | 0.236% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,243,755 | $30.72M | 0.0% | +18.6% | 3.610% | |
| 2/13/2025 | Wells Fargo & Company MN | 334,055 | $8.25M | 0.0% | +20.6% | 0.970% | |
| 2/12/2025 | Climber Capital SA | 16,395 | $405K | 0.3% | N/A | 0.048% | |
| 2/12/2025 | OLD Mission Capital LLC | 21,831 | $539K | 0.0% | N/A | 0.063% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 95,742 | $2.37M | 0.0% | -2.3% | 0.278% | |
| 2/12/2025 | JPMorgan Chase & Co. | 420,940 | $10.40M | 0.0% | -9.8% | 1.222% | |
| 2/11/2025 | Hill Island Financial LLC | 8,759 | $216K | 0.1% | N/A | 0.025% | |
| 2/11/2025 | LPL Financial LLC | 552,990 | $13.66M | 0.0% | +8.5% | 1.605% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,000 | $74K | 0.0% | N/A | 0.009% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 47,245 | $1.17M | 0.6% | N/A | 0.137% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 50,536 | $1.25M | 0.0% | +84.8% | 0.147% | |
| 2/7/2025 | HighTower Advisors LLC | 56,902 | $1.41M | 0.0% | +49.2% | 0.165% | |
| 2/7/2025 | Wealthfront Advisers LLC | 61,273 | $1.51M | 0.0% | +77.4% | 0.178% | |
| 2/7/2025 | Destination Wealth Management | 32,359 | $799K | 0.0% | +23.9% | 0.094% | |
| 2/6/2025 | Raymond James Financial Inc. | 20,938 | $517K | 0.0% | N/A | 0.061% | |
| 2/6/2025 | Keybank National Association OH | 117,990 | $2.91M | 0.0% | +7.3% | 0.342% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 8,836 | $218K | 0.0% | -32.2% | 0.026% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,110 | $225K | 0.0% | +87.3% | 0.026% | |
| 2/5/2025 | Impact Investors Inc | 98,536 | $2.43M | 1.9% | N/A | 0.286% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 10,106 | $250K | 0.1% | N/A | 0.029% | |
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| 2/3/2025 | Mattern Capital Management LLC | 27,626 | $682K | 0.1% | +11.6% | 0.080% | |
| 1/31/2025 | Atlas Legacy Advisors LLC | 449,290 | $11.10M | 2.7% | N/A | 1.304% | |
| 1/30/2025 | Allworth Financial LP | 228,566 | $5.59M | 0.0% | +5.2% | 0.663% | |
| 1/29/2025 | Warren Street Wealth Advisors LLC | 21,135 | $522K | 0.2% | -2.2% | 0.061% | |
| 1/29/2025 | Bristlecone Advisors LLC | 4,100 | $101K | 0.0% | +32.3% | 0.012% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,907 | $47K | 0.0% | N/A | 0.006% | |
| 1/28/2025 | Lodestar Private Asset Management LLC | 60,665 | $1.50M | 0.2% | +4.3% | 0.176% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 1,475,592 | $36.45M | 0.5% | +4.5% | 4.283% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 76,260 | $1.88M | 0.1% | +6.7% | 0.221% | |
| 1/24/2025 | SimpliFi Inc. | 57,749 | $1.43M | 0.7% | -4.9% | 0.168% | |
