| 6/2/2025 | Modern Wealth Management LLC | 151,233 | $4.69M | 0.1% | -3.9% | 0.445% | |
| 5/19/2025 | Jane Street Group LLC | 70,770 | $2.19M | 0.0% | +2.1% | 0.208% | |
| 5/16/2025 | NewEdge Advisors LLC | 95,912 | $2.97M | 0.0% | +1.3% | 0.283% | |
| 5/15/2025 | Royal Bank of Canada | 199,968 | $6.20M | 0.0% | +18.0% | 0.589% | |
| 5/15/2025 | MAI Capital Management | 37,304 | $1.16M | 0.0% | -21.2% | 0.110% | |
| 5/15/2025 | Evergreen Capital Management LLC | 178,900 | $5.54M | 0.2% | -4.2% | 0.527% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 693,418 | $21.49M | 1.6% | -13.9% | 2.042% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,043 | $435K | 0.0% | -8.2% | 0.041% | |
| 5/14/2025 | Flow Traders U.S. LLC | 64,526 | $2M | 0.1% | N/A | 0.190% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 1,932,281 | $59.88M | 1.5% | -6.4% | 5.692% | |
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| 5/13/2025 | Raymond James Financial Inc. | 712,693 | $22.09M | 0.0% | -17.2% | 2.099% | |
| 5/13/2025 | WESCAP Management Group Inc. | 104,443 | $3.24M | 0.8% | -2.9% | 0.308% | |
| 5/13/2025 | HighTower Advisors LLC | 26,288 | $815K | 0.0% | -7.2% | 0.077% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 7,071 | $219K | 0.0% | -11.3% | 0.021% | |
| 5/8/2025 | US Bancorp DE | 1,634 | $51K | 0.0% | N/A | 0.005% | |
| 5/8/2025 | Harbour Investments Inc. | 3,402 | $105K | 0.0% | -22.9% | 0.010% | |
| 5/8/2025 | Foster & Motley Inc. | 2,051,299 | $63.57M | 4.0% | -0.1% | 6.042% | |
| 5/8/2025 | Arkadios Wealth Advisors | 15,233 | $472K | 0.0% | -3.2% | 0.045% | |
| 5/7/2025 | Evermay Wealth Management LLC | 3,459 | $107K | 0.0% | -8.7% | 0.010% | |
| 5/7/2025 | LPL Financial LLC | 769,845 | $23.86M | 0.0% | -2.9% | 2.268% | |
| 5/7/2025 | Intellus Advisors LLC | 948,864 | $29.41M | 5.1% | +9.5% | 2.795% | |
| 5/7/2025 | Bearing Point Capital LLC | 213,181 | $6.61M | 1.4% | +8.0% | 0.628% | |
| 5/7/2025 | Vawter Financial Ltd. | 163,806 | $5.08M | 2.8% | -3.6% | 0.482% | |
| 5/7/2025 | Trilogy Capital Inc. | 127,550 | $3.95M | 0.2% | -80.5% | 0.376% | |
| 5/6/2025 | Cetera Investment Advisers | 92,278 | $2.86M | 0.0% | -2.9% | 0.272% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 312,511 | $9.69M | 0.1% | -1.4% | 0.921% | |
| 5/6/2025 | Hartford Funds Management Co LLC | 3,195,543 | $99.03M | 8.9% | -3.6% | 9.412% | |
| 5/5/2025 | BKM Wealth Management LLC | 7,876 | $244K | 0.1% | -5.3% | 0.023% | |
| 5/5/2025 | IFP Advisors Inc | 6,312 | $196K | 0.0% | +8.0% | 0.019% | |
| 5/5/2025 | Private Advisor Group LLC | 710,400 | $22.02M | 0.1% | -3.7% | 2.092% | |
| 5/2/2025 | Larson Financial Group LLC | 16,466 | $510K | 0.0% | -8.1% | 0.049% | |
| 5/1/2025 | CWM LLC | 2,955 | $92K | 0.0% | +413.0% | 0.009% | |
| 4/30/2025 | Cerity Partners LLC | 5,385,430 | $166.89M | 0.3% | +1.5% | 15.863% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 65,169 | $2.02M | 0.0% | -20.6% | 0.192% | |
| 4/29/2025 | World Investment Advisors | 83,427 | $2.59M | 0.1% | -80.0% | 0.246% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 69,338 | $2.15M | 0.0% | -3.5% | 0.204% | |
| 4/28/2025 | D.A. Davidson & CO. | 15,285 | $474K | 0.0% | -13.8% | 0.045% | |
| 4/25/2025 | Sovran Advisors LLC | 14,667 | $456K | 0.1% | N/A | 0.043% | |
| 4/24/2025 | Golden State Wealth Management LLC | 2,600 | $81K | 0.0% | -24.4% | 0.008% | |
| 4/23/2025 | Goldstein Advisors LLC | 429,304 | $13.30M | 1.9% | +4.5% | 1.265% | |
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| 4/23/2025 | Golden State Wealth Management LLC | 5,200 | $161K | 0.0% | +51.2% | 0.015% | |
| 4/22/2025 | First PREMIER Bank | 24,000 | $744K | 0.2% | +60.0% | 0.071% | |
| 4/22/2025 | Advisor Resource Council | 8,284 | $257K | 0.0% | N/A | 0.024% | |
| 4/21/2025 | CLG LLC | 33,269 | $1.03M | 0.4% | -2.7% | 0.098% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 297,423 | $9.22M | 0.6% | +4.4% | 0.876% | |
| 4/18/2025 | Clarius Group LLC | 196,597 | $6.09M | 0.4% | -0.8% | 0.579% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 6,497 | $201K | 0.0% | N/A | 0.019% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,553 | $203K | 0.0% | N/A | 0.019% | |
| 4/16/2025 | IAG Wealth Partners LLC | 146,248 | $4.53M | 0.7% | -7.0% | 0.431% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,642 | $702K | 0.0% | -7.1% | 0.067% | |
| 4/16/2025 | Sowa Financial Group Inc. | 30,866 | $957K | 0.6% | -9.2% | 0.091% | |
| 4/15/2025 | Yarger Wealth Strategies LLC | 6,681 | $207K | 0.1% | N/A | 0.018% | |
| 4/11/2025 | Cranbrook Wealth Management LLC | 20,452 | $634K | 0.1% | -12.9% | 0.057% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 16,476 | $511K | 0.1% | +11.2% | 0.046% | |
| 4/10/2025 | Fermata Advisors LLC | 45,577 | $1.41M | 0.3% | -9.2% | 0.126% | |
| 4/9/2025 | Bennett Associates Wealth Management | 199,378 | $6.18M | 5.1% | +0.3% | 0.552% | |
| 4/9/2025 | Flagstar Advisors Inc. | 53,947 | $1.67M | 0.4% | -3.4% | 0.149% | |
| 4/7/2025 | Howard Financial Services LTD. | 93,922 | $2.91M | 0.4% | +3.2% | 0.260% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,376 | $693K | 0.0% | +3.8% | 0.067% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 805,226 | $22.89M | 1.5% | +0.9% | 1.993% | |
| 2/17/2025 | Cetera Investment Advisers | 95,057 | $2.70M | 0.0% | -10.8% | 0.235% | |
| 2/17/2025 | Citadel Advisors LLC | 16,669 | $474K | 0.0% | -15.0% | 0.041% | |
| 2/17/2025 | Captrust Financial Advisors | 499,870 | $14.21M | 0.0% | +5.6% | 1.237% | |
| 2/17/2025 | Bank of America Corp DE | 2,720,841 | $77.33M | 0.0% | -6.2% | 6.735% | |
| 2/17/2025 | Bearing Point Capital LLC | 197,414 | $5.61M | 1.2% | N/A | 0.489% | |
| 2/17/2025 | Ameriprise Financial Inc. | 77,954 | $2.22M | 0.0% | +3.8% | 0.193% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 7,759 | $221K | 0.0% | -84.7% | 0.019% | |
| 2/14/2025 | Jane Street Group LLC | 69,307 | $1.97M | 0.0% | +120.5% | 0.172% | |
| 2/14/2025 | Comerica Bank | 3,315 | $94K | 0.0% | -58.1% | 0.008% | |
| 2/14/2025 | Lido Advisors LLC | 243,853 | $6.93M | 0.0% | +1.4% | 0.604% | |
| 2/14/2025 | Coldstream Capital Management Inc. | 44,813 | $1.27M | 0.0% | -29.2% | 0.111% | |
| 2/14/2025 | Stifel Financial Corp | 8,880 | $252K | 0.0% | -7.7% | 0.022% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 71,852 | $2.04M | 0.0% | -1.6% | 0.178% | |
| 2/13/2025 | NewEdge Advisors LLC | 94,655 | $2.69M | 0.0% | -2.5% | 0.234% | |
| 2/13/2025 | Evergreen Capital Management LLC | 186,775 | $5.31M | 0.2% | -0.6% | 0.462% | |
| 2/13/2025 | Mariner LLC | 925,942 | $26.32M | 0.0% | +4.0% | 2.292% | |
| 2/13/2025 | Crux Wealth Advisors | 96,614 | $2.75M | 1.5% | N/A | 0.239% | |
| 2/13/2025 | Raymond James Financial Inc. | 860,534 | $24.46M | 0.0% | N/A | 2.130% | |
| 2/13/2025 | Cerity Partners LLC | 5,305,626 | $150.79M | 0.3% | +1.1% | 13.133% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 82,115 | $2.33M | 0.0% | -4.7% | 0.203% | |
| 2/13/2025 | Wells Fargo & Company MN | 40,530 | $1.15M | 0.0% | -11.5% | 0.100% | |
| 2/12/2025 | World Investment Advisors | 417,943 | $11.88M | 0.3% | +14.1% | 1.035% | |
| 2/12/2025 | WESCAP Management Group Inc. | 107,584 | $3.06M | 0.7% | -2.7% | 0.266% | |
| 2/12/2025 | JPMorgan Chase & Co. | 46,733 | $1.33M | 0.0% | -10.7% | 0.116% | |
| 2/11/2025 | Modern Wealth Management LLC | 157,153 | $4.68M | 0.2% | N/A | 0.389% | |
| 2/11/2025 | LPL Financial LLC | 792,854 | $22.53M | 0.0% | +1.3% | 1.963% | |
| 2/11/2025 | Intellus Advisors LLC | 866,545 | $24.63M | 4.3% | N/A | 2.145% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 66,997 | $1.90M | 0.0% | -3.6% | 0.166% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 316,817 | $9.00M | 0.1% | -3.1% | 0.784% | |
| 2/7/2025 | HighTower Advisors LLC | 28,316 | $805K | 0.0% | -4.3% | 0.070% | |
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| 2/7/2025 | Larson Financial Group LLC | 17,916 | $509K | 0.0% | -4.1% | 0.044% | |
| 2/7/2025 | Hartford Funds Management Co LLC | 3,315,750 | $94.23M | 8.6% | +1.4% | 8.207% | |
| 2/6/2025 | Raymond James Financial Inc. | 860,534 | $24.46M | 0.0% | N/A | 2.130% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 6,822 | $194K | 0.0% | -11.7% | 0.017% | |
| 2/6/2025 | Jones Financial Companies Lllp | 62,611 | $1.78M | 0.0% | +26.2% | 0.155% | |
| 2/4/2025 | IFP Advisors Inc | 5,842 | $166K | 0.0% | -8.6% | 0.014% | |
| 2/3/2025 | Private Advisor Group LLC | 737,497 | $20.96M | 0.1% | +5.4% | 1.825% | |
| 2/3/2025 | Flagstar Advisors Inc. | 55,843 | $1.59M | 0.4% | +2.0% | 0.138% | |
| 1/31/2025 | Vawter Financial Ltd. | 169,958 | $4.83M | 2.9% | -10.4% | 0.421% | |
| 1/31/2025 | D.A. Davidson & CO. | 17,728 | $504K | 0.0% | -11.8% | 0.044% | |
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