| 5/16/2025 | Jones Financial Companies Lllp | 17,611 | $794K | 0.0% | +1,370.0% | 0.025% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 23,272 | $1.05M | 0.0% | -18.2% | 0.033% | |
| 5/15/2025 | Betterment LLC | 9,181,983 | $413.83M | 1.0% | +29.5% | 12.833% | |
| 5/14/2025 | Flow Traders U.S. LLC | 30,515 | $1.38M | 0.1% | N/A | 0.043% | |
| 5/13/2025 | Keystone Global Partners LLC | 3,485 | $157K | 0.1% | N/A | 0.005% | |
| 5/13/2025 | Evensky & Katz LLC | 56,385 | $2.54M | 0.2% | -4.4% | 0.079% | |
| 5/12/2025 | JPMorgan Chase & Co. | 6,315,309 | $284.63M | 0.0% | +1,104.7% | 8.826% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 1,137 | $51K | 0.0% | N/A | 0.002% | |
| 5/6/2025 | Richardson Financial Services Inc. | 8,910 | $402K | 0.3% | +7.8% | 0.013% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 157,674 | $7.11M | 0.1% | -6.2% | 0.229% | |
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| 5/2/2025 | Cullen Frost Bankers Inc. | 91,553 | $4.13M | 0.1% | -2.7% | 0.133% | |
| 5/2/2025 | Transcendent Capital Group LLC | 18,254 | $823K | 0.5% | -1.8% | 0.026% | |
| 4/29/2025 | TD Private Client Wealth LLC | 200,022 | $9.02M | 0.2% | +7.2% | 0.290% | |
| 4/29/2025 | Strategic Blueprint LLC | 4,531 | $204K | 0.0% | -23.7% | 0.007% | |
| 4/28/2025 | First Horizon Advisors Inc. | 7,125 | $321K | 0.0% | -33.7% | 0.010% | |
| 4/28/2025 | Private Trust Co. NA | 1,974 | $89K | 0.0% | -91.7% | 0.003% | |
| 4/25/2025 | Goodman Advisory Group LLC | 72,534 | $3.27M | 1.5% | +92.6% | 0.105% | |
| 4/24/2025 | Park Place Capital Corp | 2,305 | $104K | 0.0% | +129.6% | 0.003% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 91,651 | $4.13M | 2.0% | +20.8% | 0.133% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 161,163 | $7.26M | 0.0% | +2.4% | 0.234% | |
| 4/22/2025 | Crews Bank & Trust | 6,160 | $278K | 0.0% | -43.2% | 0.009% | |
| 4/15/2025 | GAMMA Investing LLC | 9,302 | $419K | 0.0% | +7.6% | 0.013% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 27,977 | $1.26M | 0.1% | -15.6% | 0.038% | |
| 4/7/2025 | GAMMA Investing LLC | 419,241 | $18.90M | 0.0% | +4,749.0% | 0.567% | |
| 4/7/2025 | AdvisorNet Financial Inc | 13,755 | $620K | 0.0% | +53.6% | 0.019% | |
| 4/3/2025 | Versant Capital Management Inc | 88,514 | $3.99M | 0.7% | -6.4% | 0.120% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 75,853 | $3.46M | 1.8% | N/A | 0.093% | |
| 2/17/2025 | Strive Asset Management LLC | 53,267 | $2.43M | 1.8% | N/A | 0.065% | |
| 2/17/2025 | Evensky & Katz LLC | 58,953 | $2.69M | 0.2% | +3.2% | 0.072% | |
| 2/17/2025 | Ameriprise Financial Inc. | 238,167 | $10.88M | 0.0% | +10.0% | 0.291% | |
| 2/14/2025 | Tudor Investment Corp ET AL | 8,914 | $407K | 0.0% | N/A | 0.011% | |
| 2/14/2025 | Betterment LLC | 7,087,899 | $323.35M | 0.8% | +3.5% | 8.670% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,444 | $1.30M | 0.0% | +40.4% | 0.035% | |
| 2/14/2025 | IHT Wealth Management LLC | 12,550 | $573K | 0.0% | -41.6% | 0.015% | |
| 2/14/2025 | Goodman Advisory Group LLC | 37,662 | $1.72M | 0.5% | -1.9% | 0.046% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 39,651 | $1.81M | 0.0% | +0.8% | 0.049% | |
| 2/13/2025 | Oarsman Capital Inc. | 650 | $30K | 0.0% | -47.2% | 0.001% | |
| 2/12/2025 | OLD Mission Capital LLC | 6,934 | $316K | 0.0% | N/A | 0.008% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 20,120 | $916K | 0.0% | -2.4% | 0.025% | |
| 2/12/2025 | JPMorgan Chase & Co. | 524,216 | $23.92M | 0.0% | -1.5% | 0.641% | |
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| 2/11/2025 | 1620 Investment Advisors Inc. | 4,638 | $212K | 0.2% | -23.8% | 0.006% | |
| 2/11/2025 | TD Private Client Wealth LLC | 186,542 | $8.51M | 0.2% | +31.8% | 0.228% | |
| 2/11/2025 | Lee Danner & Bass Inc. | 783 | $36K | 0.0% | N/A | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 5,407 | $247K | 0.0% | -13.6% | 0.007% | |
| 2/7/2025 | Fairway Wealth LLC | 5,325 | $243K | 0.1% | +6.1% | 0.006% | |
| 2/6/2025 | One Capital Management LLC | 524,300 | $23.92M | 0.8% | -12.0% | 0.637% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 94,053 | $4.29M | 0.1% | -26.1% | 0.114% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,198 | $55K | 0.0% | +42.8% | 0.001% | |
| 2/5/2025 | Fisher Asset Management LLC | 3,399,619 | $155.09M | 0.1% | -4.2% | 4.128% | |
| 2/5/2025 | Private Trust Co. NA | 23,880 | $1.09M | 0.1% | +3.8% | 0.029% | |
| 2/4/2025 | Transcendent Capital Group LLC | 18,594 | $848K | 0.4% | -10.6% | 0.023% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 168,137 | $7.67M | 0.1% | -0.2% | 0.204% | |
| 2/3/2025 | First Horizon Advisors Inc. | 10,744 | $490K | 0.0% | +50.8% | 0.013% | |
| 1/30/2025 | L.M. Kohn & Company | 6,250 | $285K | 0.1% | -18.0% | 0.007% | |
| 1/24/2025 | Richardson Financial Services Inc. | 8,262 | $377K | 0.3% | -3.8% | 0.010% | |
| 1/23/2025 | Crews Bank & Trust | 10,843 | $495K | 0.1% | N/A | 0.013% | |
| 1/23/2025 | Hanson & Doremus Investment Management | 4,625 | $211K | 0.0% | -7.0% | 0.006% | |
| 1/23/2025 | Strategic Blueprint LLC | 5,939 | $271K | 0.0% | N/A | 0.007% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 6,719 | $307K | 0.0% | N/A | 0.008% | |
| 1/17/2025 | Park Place Capital Corp | 1,004 | $46K | 0.0% | -56.3% | 0.001% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 8,546 | $390K | 0.0% | +3.8% | 0.011% | |
| 1/13/2025 | AdvisorNet Financial Inc | 8,956 | $409K | 0.0% | +6.3% | 0.011% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 33,135 | $1.51M | 0.1% | -6.7% | 0.042% | |
| 1/3/2025 | GAMMA Investing LLC | 8,646 | $394K | 0.0% | +49.2% | 0.011% | |
| 1/3/2025 | Versant Capital Management Inc | 94,576 | $4.32M | 0.9% | -1.3% | 0.120% | |
| 12/26/2024 | JPMorgan Chase & Co. | 532,139 | $24.92M | 0.0% | -26.4% | 0.674% | |
| 11/18/2024 | TD Private Client Wealth LLC | 141,532 | $6.63M | 0.2% | +1.7% | 0.185% | |
| 11/15/2024 | IHT Wealth Management LLC | 21,495 | $1.01M | 0.0% | +15.9% | 0.028% | |
| 11/13/2024 | Fisher Asset Management LLC | 3,548,891 | $166.20M | 0.1% | -11.5% | 4.606% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 4,566 | $214K | 0.0% | -42.5% | 0.006% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 7,342 | $344K | 0.0% | -17.8% | 0.010% | |
| 11/2/2024 | Transcendent Capital Group LLC | 20,801 | $974K | 0.5% | -11.0% | 0.027% | |
| 10/30/2024 | Crestwood Advisors Group LLC | 168,541 | $7.89M | 0.2% | -9.6% | 0.219% | |
| 10/24/2024 | Richardson Financial Services Inc. | 8,591 | $394K | 0.2% | +8.2% | 0.011% | |
| 10/24/2024 | Arkadios Wealth Advisors | 6,875 | $322K | 0.0% | N/A | 0.009% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 35,520 | $1.66M | 0.1% | -0.8% | 0.046% | |
| 10/8/2024 | Evensky & Katz LLC | 57,133 | $2.68M | 0.2% | -11.7% | 0.074% | |
| 10/8/2024 | Park Place Capital Corp | 2,299 | $108K | 0.0% | +17.4% | 0.003% | |
| 10/8/2024 | Versant Capital Management Inc | 95,817 | $4.49M | 1.0% | -1.2% | 0.123% | |
| 10/7/2024 | GAMMA Investing LLC | 5,794 | $271K | 0.0% | +20.8% | 0.007% | |
| 8/16/2024 | Goodman Advisory Group LLC | 38,383 | $1.76M | 0.5% | -5.5% | 0.050% | |
| 8/12/2024 | Richardson Financial Services Inc. | 7,942 | $363K | 0.3% | -17.2% | 0.010% | |
| 8/9/2024 | One Capital Management LLC | 615,940 | $28.18M | 1.0% | -7.5% | 0.791% | |
| 8/8/2024 | Hardin Capital Partners LLC | 4,846 | $229K | 0.2% | N/A | 0.006% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 8,075 | $369K | 0.0% | -33.2% | 0.010% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 157,393 | $7.20M | 0.1% | -54.4% | 0.204% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 186,447 | $8.53M | 0.2% | -4.1% | 0.241% | |
| 7/31/2024 | Farther Finance Advisors LLC | 6,335 | $289K | 0.0% | +20.4% | 0.008% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 4,021 | $184K | 0.0% | +12.2% | 0.005% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 148,407 | $6.79M | 0.0% | +5.6% | 0.193% | |
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| 7/26/2024 | Evensky & Katz LLC | 64,725 | $2.96M | 0.2% | -10.0% | 0.084% | |
| 7/26/2024 | Salomon & Ludwin LLC | 791 | $36K | 0.0% | -43.7% | 0.001% | |
| 7/24/2024 | Transcendent Capital Group LLC | 23,360 | $1.07M | 0.6% | -1.1% | 0.030% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 6,088 | $279K | 0.2% | -11.6% | 0.008% | |
| 7/17/2024 | AdvisorNet Financial Inc | 8,477 | $388K | 0.0% | -11.2% | 0.011% | |
| 7/15/2024 | Fifth Third Securities Inc. | 52,963 | $2.42M | 0.2% | +4.4% | 0.068% | |
| 7/9/2024 | Lynx Investment Advisory | 1,366 | $63K | 0.0% | N/A | 0.002% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 35,820 | $1.64M | 0.1% | -21.4% | 0.047% | |
| 7/8/2024 | Versant Capital Management Inc | 96,936 | $4.44M | 1.1% | +1.2% | 0.126% | |
| 7/2/2024 | GAMMA Investing LLC | 4,798 | $220K | 0.0% | +59.2% | 0.006% | |
