| 5/2/2025 | Archvest Wealth Advisors Inc. | 77,091 | $4.84M | 4.0% | N/A | 0.348% | |
| 5/2/2025 | Theory Financial LLC | 49,499 | $3.11M | 1.3% | +0.6% | 0.223% | |
| 5/2/2025 | James Investment Research Inc. | 10,272 | $645K | 0.1% | +21.6% | 0.046% | |
| 5/2/2025 | Apollon Financial LLC | 17,948 | $1.13M | 0.3% | +6.1% | 0.081% | |
| 5/2/2025 | Apollon Wealth Management LLC | 382,228 | $23.99M | 0.5% | +38.0% | 1.725% | |
| 5/2/2025 | Sigma Planning Corp | 15,985 | $1.00M | 0.0% | +16.0% | 0.072% | |
| 5/1/2025 | CWM LLC | 346,667 | $21.75M | 0.1% | +157.7% | 1.564% | |
| 5/1/2025 | Fifth Third Securities Inc. | 15,325 | $962K | 0.1% | -1.9% | 0.069% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 75,982 | $4.77M | 2.3% | +7.7% | 0.343% | |
| 4/30/2025 | New Insight Wealth Advisors | 28,030 | $1.76M | 0.8% | +49.8% | 0.126% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 1,517,383 | $95.22M | 0.0% | +13.2% | 6.847% | |
| 4/29/2025 | World Investment Advisors | 3,460 | $217K | 0.0% | N/A | 0.016% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 8,000 | $502K | 0.0% | -54.7% | 0.036% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 3,919 | $246K | 0.0% | +6.4% | 0.018% | |
| 4/29/2025 | Aviance Capital Partners LLC | 5,187 | $325K | 0.0% | N/A | 0.023% | |
| 4/28/2025 | Mutual Advisors LLC | 3,817 | $234K | 0.0% | -40.1% | 0.017% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 46,666 | $2.93M | 1.7% | +138.0% | 0.211% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 22,611 | $1.42M | 0.8% | +5.0% | 0.102% | |
| 4/28/2025 | Private Trust Co. NA | 2,404 | $151K | 0.0% | +152.8% | 0.011% | |
| 4/25/2025 | Valley National Advisers Inc. | 3,198 | $200K | 0.0% | -36.6% | 0.014% | |
| 4/25/2025 | Sovran Advisors LLC | 11,147 | $658K | 0.1% | +105.0% | 0.050% | |
| 4/25/2025 | Uniting Wealth Partners LLC | 3,224 | $202K | 0.1% | -96.5% | 0.015% | |
| 4/24/2025 | Golden State Wealth Management LLC | 9,612 | $603K | 0.1% | +21.6% | 0.043% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 97,427 | $6.11M | 0.0% | +5.1% | 0.440% | |
| 4/23/2025 | Golden State Wealth Management LLC | 19,219 | $1.21M | 0.1% | +143.2% | 0.087% | |
| 4/23/2025 | Systelligence LLC | 133,238 | $8.36M | 2.0% | +7.6% | 0.601% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 17,909 | $1.18M | 1.2% | -3.7% | 0.081% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 7,069 | $444K | 0.1% | +12.4% | 0.032% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 4,834 | $303K | 0.0% | -10.2% | 0.022% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 80,194 | $5.03M | 0.0% | -44.0% | 0.362% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 40,987 | $2.57M | 1.5% | +15.0% | 0.185% | |
| 4/21/2025 | Provident Wealth Management LLC | 100,413 | $6.30M | 2.2% | +4.9% | 0.453% | |
| 4/21/2025 | ERn Financial LLC | 10,992 | $690K | 0.1% | -2.1% | 0.050% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 122,547 | $7.69M | 0.0% | +18.3% | 0.553% | |
| 4/21/2025 | MFA Wealth Advisors LLC | 15,570 | $977K | 0.2% | N/A | 0.070% | |
| 4/21/2025 | JBR Co Financial Management Inc | 25,797 | $1.62M | 0.9% | +38.3% | 0.116% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 28,458 | $1.79M | 0.1% | +62.3% | 0.128% | |
| 4/18/2025 | Mayfair Advisory Group LLC | 6,164 | $387K | 0.2% | N/A | 0.027% | |
| 4/18/2025 | Financial Freedom LLC | 9,017 | $566K | 0.3% | +362.9% | 0.040% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 196,372 | $12.32M | 0.0% | +66.3% | 0.869% | |
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| 4/17/2025 | D Orazio & Associates Inc. | 4,705 | $295K | 0.0% | +30.3% | 0.021% | |
| 4/17/2025 | Sound Income Strategies LLC | 14,391 | $903K | 0.1% | N/A | 0.064% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 4,594 | $288K | 0.0% | +16.8% | 0.020% | |
| 4/16/2025 | Hoey Investments Inc. | 1,080 | $68K | 0.0% | N/A | 0.005% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 183,401 | $11.51M | 2.3% | +5.4% | 0.811% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 299,125 | $18.77M | 0.0% | +26.2% | 1.323% | |
| 4/16/2025 | Marmo Financial Group LLC | 277,389 | $17.41M | 9.5% | +5.7% | 1.227% | |
| 4/15/2025 | Members Wealth LLC | 8,627 | $541K | 0.4% | +9.9% | 0.038% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 69,116 | $4.34M | 0.6% | +12.3% | 0.306% | |
| 4/15/2025 | Noble Wealth Management PBC | 48,697 | $3.06M | 2.1% | +19.0% | 0.215% | |
| 4/15/2025 | Focus Financial Network Inc. | 201,233 | $12.63M | 0.5% | -1.3% | 0.890% | |
| 4/15/2025 | Kozak & Associates Inc. | 15,149 | $898K | 0.2% | -9.4% | 0.067% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,791 | $175K | 0.0% | +7,244.7% | 0.012% | |
| 4/11/2025 | Unique Wealth LLC | 4,518 | $284K | 0.1% | N/A | 0.020% | |
| 4/10/2025 | Breakwater Capital Group | 12,566 | $789K | 0.1% | N/A | 0.056% | |
| 4/10/2025 | Accel Wealth Management | 24,000 | $1.51M | 0.5% | +21.3% | 0.106% | |
| 4/9/2025 | RFG Advisory LLC | 29,847 | $1.87M | 0.1% | -45.0% | 0.132% | |
| 4/9/2025 | Merit Financial Group LLC | 26,592 | $1.67M | 0.0% | -8.0% | 0.118% | |
| 4/9/2025 | Fiduciary Alliance LLC | 65,482 | $4.11M | 0.4% | +105.0% | 0.290% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 17,909 | $1.18M | 1.0% | N/A | 0.079% | |
| 3/21/2025 | Prostatis Group LLC | 37,104 | $2.45M | 0.7% | N/A | 0.164% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 237,115 | $15.68M | 0.0% | +13.3% | 1.048% | |
| 3/17/2025 | Members Wealth LLC | 7,853 | $533K | 0.4% | N/A | 0.035% | |
| 3/12/2025 | Centaurus Financial Inc. | 4,360 | $288K | 0.0% | +34.1% | 0.020% | |
| 2/26/2025 | Sculati Wealth Management LLC | 47,671 | $3.15M | 1.2% | +0.6% | 0.214% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 6,575 | $435K | 0.0% | +19.4% | 0.030% | |
| 2/18/2025 | Vise Technologies Inc. | 5,326 | $352K | 0.0% | +61.2% | 0.076% | |
| 2/18/2025 | Investmark Advisory Group LLC | 4,520 | $299K | 0.1% | N/A | 0.064% | |
| 2/17/2025 | Visionary Wealth Advisors | 64,679 | $4.28M | 0.3% | N/A | 0.921% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 70,644 | $4.67M | 0.1% | +4.5% | 1.006% | |
| 2/17/2025 | Millennium Management LLC | 4,799 | $317K | 0.0% | -41.4% | 0.068% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 8,196 | $542K | 0.0% | +3.1% | 0.117% | |
| 2/17/2025 | EP Wealth Advisors LLC | 3,468 | $229K | 0.0% | N/A | 0.049% | |
| 2/17/2025 | Cetera Investment Advisers | 1,032,219 | $68.24M | 0.1% | +959.1% | 14.704% | |
| 2/17/2025 | Baird Financial Group Inc. | 4,924 | $326K | 0.0% | -29.2% | 0.070% | |
| 2/17/2025 | Bank of America Corp DE | 396,771 | $26.23M | 0.0% | +252.3% | 5.652% | |
| 2/17/2025 | Benjamin Edwards Inc. | 13,225 | $874K | 0.0% | +12.8% | 0.188% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,069 | $798K | 0.0% | N/A | 0.172% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 75,947 | $5.02M | 3.0% | N/A | 1.082% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 70,523 | $4.66M | 2.3% | N/A | 1.005% | |
| 2/14/2025 | Jane Street Group LLC | 10,120 | $669K | 0.0% | +129.4% | 0.144% | |
| 2/14/2025 | Comerica Bank | 18,200 | $1.20M | 0.0% | +11.9% | 0.259% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 15,556 | $1.03M | 0.0% | +23.5% | 0.222% | |
| 2/14/2025 | MGO One Seven LLC | 5,167 | $342K | 0.0% | +53.2% | 0.074% | |
| 2/14/2025 | Aldebaran Financial Inc. | 9,775 | $645K | 0.8% | +25.1% | 0.139% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 3,682 | $243K | 0.0% | N/A | 0.052% | |
| 2/14/2025 | Stifel Financial Corp | 205,568 | $13.59M | 0.0% | -1.0% | 2.928% | |
| 2/14/2025 | MML Investors Services LLC | 51,151 | $3.38M | 0.0% | -12.7% | 0.729% | |
| 2/13/2025 | NewEdge Advisors LLC | 48,999 | $3.24M | 0.0% | +57.4% | 0.698% | |
| 2/13/2025 | Belpointe Asset Management LLC | 21,609 | $1.42M | 0.1% | -42.8% | 0.308% | |
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| 2/13/2025 | Mariner LLC | 40,878 | $2.70M | 0.0% | N/A | 0.582% | |
| 2/13/2025 | Fortis Capital Advisors LLC | 21,609 | $1.42M | 0.5% | -42.8% | 0.308% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 877 | $58K | 0.0% | -28.1% | 0.012% | |
| 2/13/2025 | Raymond James Financial Inc. | 463,735 | $30.66M | 0.0% | N/A | 6.606% | |
| 2/13/2025 | Advisory Services Network LLC | 12,014 | $794K | 0.0% | +228.5% | 0.171% | |
| 2/13/2025 | Renaissance Technologies LLC | 3,100 | $205K | 0.0% | N/A | 0.044% | |
| 2/13/2025 | Titleist Asset Management LLC | 74,129 | $4.90M | 0.6% | +16.7% | 1.056% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,340,492 | $88.62M | 0.0% | +9.0% | 19.095% | |
| 2/13/2025 | Wells Fargo & Company MN | 636,714 | $42.09M | 0.0% | +59.3% | 9.070% | |
| 2/13/2025 | Smith Moore & CO. | 66,898 | $4.42M | 0.4% | -2.8% | 0.953% | |
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