| 5/22/2025 | WBI Investments LLC | 10,482 | $258K | 0.1% | N/A | 0.050% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,112 | $27K | 0.0% | N/A | 0.005% | |
| 5/19/2025 | Jane Street Group LLC | 67,600 | $1.67M | 0.0% | N/A | 0.322% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 24,858 | $613K | 0.2% | -2.8% | 0.118% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 179,280 | $4.42M | 1.8% | +1.2% | 0.854% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 23,038 | $568K | 0.4% | N/A | 0.110% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 157,637 | $3.88M | 0.0% | -3.7% | 0.751% | |
| 5/16/2025 | Ancora Advisors LLC | 2,602 | $64K | 0.0% | -24.5% | 0.012% | |
| 5/15/2025 | OLD Mission Capital LLC | 26,877 | $662K | 0.0% | N/A | 0.128% | |
| 5/14/2025 | Kestra Advisory Services LLC | 133,105 | $3.28M | 0.0% | N/A | 0.634% | |
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| 5/14/2025 | Flow Traders U.S. LLC | 33,960 | $837K | 0.0% | +111.9% | 0.162% | |
| 5/13/2025 | Compass Financial Group INC SD | 104,584 | $2.58M | 0.5% | +36.8% | 0.498% | |
| 5/13/2025 | Seek First Inc. | 32,397 | $798K | 0.7% | N/A | 0.154% | |
| 5/13/2025 | HighTower Advisors LLC | 144,534 | $3.56M | 0.0% | -0.5% | 0.688% | |
| 5/12/2025 | Meridian Wealth Management LLC | 363,181 | $8.95M | 0.4% | +14.9% | 1.729% | |
| 5/12/2025 | Townsquare Capital LLC | 12,422 | $306K | 0.0% | N/A | 0.059% | |
| 5/9/2025 | Blair William & Co. IL | 2,262 | $56K | 0.0% | +100.0% | 0.011% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 106,310 | $2.62M | 0.3% | -1.4% | 0.511% | |
| 5/8/2025 | Harbour Investments Inc. | 5,861 | $144K | 0.0% | -59.7% | 0.028% | |
| 5/8/2025 | Modera Wealth Management LLC | 206,155 | $5.08M | 0.1% | -0.2% | 0.991% | |
| 5/8/2025 | SlateStone Wealth LLC | 195,920 | $4.83M | 0.5% | +29.1% | 0.942% | |
| 5/7/2025 | Stonekeep Investments LLC | 26,794 | $660K | 0.5% | -12.4% | 0.129% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 88,863 | $2.19M | 0.0% | +6.6% | 0.427% | |
| 5/7/2025 | Maridea Wealth Management LLC | 10,482 | $258K | 0.1% | N/A | 0.050% | |
| 5/7/2025 | LPL Financial LLC | 157,257 | $3.88M | 0.0% | -5.4% | 0.756% | |
| 5/7/2025 | White & Co Financial Planning Inc | 103,965 | $2.56M | 2.2% | +2.2% | 0.500% | |
| 5/6/2025 | Cetera Investment Advisers | 330,732 | $8.15M | 0.0% | -3.4% | 1.590% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 24,239 | $597K | 0.0% | +6.0% | 0.117% | |
| 5/6/2025 | Van Strum & Towne Inc. | 127,052 | $3.13M | 1.1% | +0.8% | 0.611% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 84,541 | $2.08M | 0.7% | +1.3% | 0.406% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,728 | $437K | 0.0% | +11.7% | 0.085% | |
| 4/29/2025 | Sightline Wealth Advisors LLC | 65,289 | $1.61M | 0.8% | -23.4% | 0.314% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 393,922 | $9.71M | 0.0% | -1.7% | 1.894% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 119,474 | $2.94M | 1.1% | +4.6% | 0.574% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 97,456 | $2.40M | 0.6% | -6.8% | 0.469% | |
| 4/28/2025 | Mutual Advisors LLC | 51,878 | $1.28M | 0.0% | -11.9% | 0.249% | |
| 4/25/2025 | Essex LLC | 125,075 | $3.08M | 0.7% | -2.8% | 0.601% | |
| 4/24/2025 | Victrix Investment Advisors | 60,568 | $1.48M | 0.8% | N/A | 0.291% | |
| 4/24/2025 | Capasso Planning Partners LLC | 30,513 | $752K | 0.3% | -23.0% | 0.147% | |
| 4/23/2025 | Golden State Equity Partners | 10,688 | $263K | 0.1% | +15.1% | 0.051% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 68,197 | $1.68M | 0.0% | +44.5% | 0.328% | |
| 4/21/2025 | White Wing Wealth Management | 315,963 | $7.75M | 6.2% | +3.9% | 1.519% | |
| 4/18/2025 | Global Trust Asset Management LLC | 8,680 | $214K | 0.1% | N/A | 0.042% | |
| 4/17/2025 | Columbus Macro LLC | 435,484 | $10.73M | 1.4% | -0.8% | 2.094% | |
| 4/17/2025 | Sound Income Strategies LLC | 3,562 | $88K | 0.0% | N/A | 0.017% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 8,682 | $214K | 0.0% | N/A | 0.042% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 296,637 | $7.31M | 0.0% | +1.7% | 1.426% | |
| 4/15/2025 | Stephens Group Asset Management LLC | 8,811 | $217K | 0.0% | -68.2% | 0.042% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,297 | $425K | 0.0% | +3.8% | 0.083% | |
| 4/10/2025 | Charles Schwab Trust Co | 32,200 | $793K | 0.1% | -32.6% | 0.154% | |
| 4/10/2025 | Level Financial Advisors | 19,901 | $490K | 0.2% | N/A | 0.095% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 291,626 | $7.11M | 0.0% | +3,296.5% | 1.416% | |
| 3/12/2025 | Centaurus Financial Inc. | 4,188 | $102K | 0.0% | +100.0% | 0.020% | |
| 3/6/2025 | IronOak Wealth LLC. | 36,523 | $890K | 1.0% | N/A | 0.178% | |
| 2/27/2025 | REAP Financial Group LLC | 2,073 | $51K | 0.0% | N/A | 0.010% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 133,515 | $3.25M | 0.1% | +85.1% | 0.651% | |
| 2/17/2025 | Visionary Wealth Advisors | 177,361 | $4.32M | 0.3% | +1,025.1% | 2.124% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,553 | $38K | 0.0% | +99.9% | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 342,482 | $8.35M | 0.0% | +103.4% | 4.102% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 36,576 | $892K | 0.1% | +45.0% | 0.438% | |
| 2/17/2025 | Captrust Financial Advisors | 13,852 | $338K | 0.0% | +105.3% | 0.166% | |
| 2/17/2025 | Bank of America Corp DE | 339,849 | $8.28M | 0.0% | +122.5% | 4.070% | |
| 2/17/2025 | Ameriprise Financial Inc. | 43,676 | $1.07M | 0.0% | +104.8% | 0.523% | |
| 2/17/2025 | Ancora Advisors LLC | 3,446 | $84K | 0.0% | +100.0% | 0.041% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,602 | $112K | 0.0% | +1,001.0% | 0.055% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 192,154 | $4.68M | 0.0% | N/A | 2.301% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 163,641 | $3.99M | 0.0% | +142.7% | 1.960% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,720 | $42K | 0.0% | +100.0% | 0.021% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 32,200 | $785K | 0.0% | +77.4% | 0.386% | |
| 2/13/2025 | Mariner LLC | 135,834 | $3.31M | 0.0% | +119.4% | 1.627% | |
| 2/13/2025 | Savvy Advisors Inc. | 8,804 | $215K | 0.0% | N/A | 0.105% | |
| 2/13/2025 | Cerity Partners LLC | 34,462 | $840K | 0.0% | +525.0% | 0.413% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 11,220 | $273K | 0.0% | +100.0% | 0.134% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 400,883 | $9.77M | 0.0% | +111.9% | 4.801% | |
| 2/12/2025 | Blair William & Co. IL | 1,131 | $28K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,756 | $311K | 0.0% | +96.5% | 0.153% | |
| 2/11/2025 | LPL Financial LLC | 166,222 | $4.05M | 0.0% | +110.1% | 1.991% | |
| 2/11/2025 | TAP Consulting LLC | 334,109 | $8.14M | 1.7% | +103.3% | 4.001% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 4,973 | $121K | 0.0% | N/A | 0.060% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 107,823 | $2.63M | 0.3% | +452.5% | 1.291% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 11,653 | $284K | 0.0% | +102.1% | 0.140% | |
| 2/10/2025 | SlateStone Wealth LLC | 151,814 | $3.70M | 0.4% | +159.0% | 1.818% | |
| 2/10/2025 | Harbour Investments Inc. | 14,553 | $355K | 0.0% | +54.7% | 0.174% | |
| 2/10/2025 | First Financial Group Corp | 9,100 | $222K | 0.2% | N/A | 0.109% | |
| 2/10/2025 | Van Strum & Towne Inc. | 126,085 | $3.07M | 0.0% | +139.0% | 1.510% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,388 | $570K | 0.0% | +107.4% | 0.280% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 22,869 | $557K | 0.0% | +81.2% | 0.274% | |
| 2/10/2025 | Capasso Planning Partners LLC | 39,641 | $966K | 0.4% | +34.0% | 0.475% | |
| 2/10/2025 | Farther Finance Advisors LLC | 16,668 | $406K | 0.0% | +154.4% | 0.200% | |
| 2/7/2025 | HighTower Advisors LLC | 145,245 | $3.54M | 0.0% | +79.0% | 1.739% | |
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| 2/7/2025 | King Luther Capital Management Corp | 12,405 | $302K | 0.0% | +172.9% | 0.149% | |
| 2/7/2025 | Altiora Financial Group LLC | 69,420 | $1.69M | 0.4% | +100.0% | 0.831% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 22,774 | $555K | 0.4% | N/A | 0.273% | |
| 2/7/2025 | HM Payson & Co. | 150,000 | $3.66M | 0.1% | +100.0% | 1.796% | |
| 2/7/2025 | Berkshire Asset Management LLC PA | 17,896 | $438K | 0.0% | +78.9% | 0.214% | |
| 2/7/2025 | Jackson Creek Investment Advisors LLC | 83,465 | $2.03M | 0.6% | +110.8% | 1.000% | |
| 2/6/2025 | Meridian Wealth Management LLC | 316,135 | $7.71M | 0.4% | +116.1% | 3.786% | |
| 2/6/2025 | Amara Financial LLC. | 13,439 | $328K | 0.3% | N/A | 0.161% | |
| 2/6/2025 | Modera Wealth Management LLC | 206,569 | $5.04M | 0.1% | +93.7% | 2.474% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 177,205 | $4.32M | 1.7% | +195.2% | 2.122% | |
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