| 8/5/2025 | Key Financial Inc | 1,044 | $70K | 0.0% | -23.2% | 0.001% | |
| 8/5/2025 | 5T Wealth LLC | 67,537 | $4.56M | 2.2% | -15.3% | 0.083% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 3,108 | $210K | 0.0% | -75.5% | 0.004% | |
| 8/4/2025 | Assetmark Inc. | 328,196 | $22.15M | 0.1% | +12.1% | 0.404% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 10,885 | $735K | 0.0% | -6.3% | 0.013% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 370,316 | $25.00M | 0.9% | +11.7% | 0.456% | |
| 8/4/2025 | WNY Asset Management LLC | 174,476 | $11.78M | 1.3% | +16.5% | 0.215% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 566,391 | $38.23M | 0.0% | +11.0% | 0.698% | |
| 7/31/2025 | MN Wealth Advisors LLC | 73,890 | $4.99M | 2.9% | -12.4% | 0.091% | |
| 7/30/2025 | Insight Advisors LLC PA | 14,735 | $995K | 0.2% | -3.9% | 0.018% | |
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| 7/30/2025 | TFB Advisors LLC | 8,792 | $593K | 0.2% | +14.9% | 0.011% | |
| 7/29/2025 | Private Trust Co. NA | 2,422 | $163K | 0.0% | +30.4% | 0.003% | |
| 7/25/2025 | CWM LLC | 121,602 | $8.21M | 0.0% | +131.8% | 0.150% | |
| 7/25/2025 | Richardson Financial Services Inc. | 4,265 | $288K | 0.2% | +41.7% | 0.005% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 23,613 | $1.59M | 0.4% | -2.8% | 0.029% | |
| 7/24/2025 | IFP Advisors Inc | 11,427 | $771K | 0.0% | +36.5% | 0.014% | |
| 7/23/2025 | Ignite Planners LLC | 14,213 | $947K | 0.1% | +9.9% | 0.018% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 7,769 | $524K | 0.2% | +10.2% | 0.010% | |
| 7/21/2025 | Ascent Group LLC | 24,347 | $1.64M | 0.1% | +11.7% | 0.030% | |
| 7/18/2025 | Truist Financial Corp | 10,764 | $727K | 0.0% | +50.4% | 0.013% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 8,742 | $590K | 0.8% | +38.7% | 0.011% | |
| 7/17/2025 | Emerald Advisors LLC | 19,632 | $1.33M | 0.2% | -2.7% | 0.024% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 743,692 | $50.20M | 0.1% | +4.4% | 0.916% | |
| 7/16/2025 | ORG Partners LLC | 23,969 | $1.62M | 0.3% | N/A | 0.030% | |
| 7/16/2025 | Blue Oak Capital LLC | 30,102 | $2.03M | 1.1% | -24.0% | 0.037% | |
| 7/16/2025 | Perigon Wealth Management LLC | 445,104 | $30.04M | 0.7% | +4.0% | 0.548% | |
| 7/15/2025 | Kelly Financial Group LLC | 504,471 | $34.05M | 5.4% | +8.0% | 0.621% | |
| 7/14/2025 | AdvisorNet Financial Inc | 6,714 | $453K | 0.0% | +16.8% | 0.008% | |
| 7/14/2025 | Cobblestone Asset Management LLC | 11,659 | $787K | 0.4% | +23.8% | 0.014% | |
| 7/14/2025 | Park Avenue Securities LLC | 65,735 | $4.44M | 0.0% | +5.2% | 0.081% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,375 | $633K | 0.0% | -4.0% | 0.012% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,951 | $876K | 0.0% | -3.2% | 0.016% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 408,701 | $27.59M | 1.1% | +34.7% | 0.503% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 27,632 | $1.87M | 0.0% | -3.2% | 0.034% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 19,507 | $1.20M | 0.0% | N/A | 0.024% | |
| 6/6/2025 | Blue Oak Capital LLC | 39,624 | $2.44M | 1.3% | -14.4% | 0.049% | |
| 5/27/2025 | Jacobi Capital Management LLC | 76,281 | $4.69M | 0.3% | +12.3% | 0.097% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 21,527 | $1.32M | 0.0% | -14.8% | 0.027% | |
| 5/20/2025 | Focus Partners Wealth | 216,832 | $13.34M | 0.0% | +20.4% | 0.274% | |
| 5/19/2025 | Jane Street Group LLC | 135,482 | $8.33M | 0.0% | -91.1% | 0.171% | |
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| 5/16/2025 | Ascent Group LLC | 21,802 | $1.34M | 0.1% | +22.3% | 0.028% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 19,507 | $1.20M | 0.0% | N/A | 0.025% | |
| 5/16/2025 | Jones Financial Companies Lllp | 122,504 | $6.87M | 0.0% | N/A | 0.155% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,645,062 | $101.18M | 1.2% | +16.9% | 2.082% | |
| 5/15/2025 | Royal Bank of Canada | 39,779 | $2.45M | 0.0% | +74.2% | 0.050% | |
| 5/15/2025 | OLD Mission Capital LLC | 114,583 | $7.05M | 0.1% | N/A | 0.145% | |
| 5/15/2025 | Graney & King LLC | 68,889 | $4.24M | 3.2% | +8.0% | 0.087% | |
| 5/14/2025 | CreativeOne Wealth LLC | 34,888 | $2.15M | 0.1% | -9.5% | 0.043% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,127 | $3.64M | 0.0% | -1.0% | 0.073% | |
| 5/14/2025 | TFB Advisors LLC | 7,650 | $471K | 0.1% | -14.6% | 0.009% | |
| 5/14/2025 | Hsbc Holdings PLC | 25,109 | $1.54M | 0.0% | +209.0% | 0.031% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 308,864 | $19.00M | 0.2% | +22.7% | 0.383% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 828,870 | $50.98M | 1.3% | +10.7% | 1.028% | |
| 5/12/2025 | JPMorgan Chase & Co. | 55,390,875 | $3.41B | 0.2% | -6.6% | 68.723% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,116 | $69K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 9,089 | $559K | 0.3% | +5.3% | 0.011% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 45,599 | $2.81M | 1.9% | +11.4% | 0.057% | |
| 5/8/2025 | NorthRock Partners LLC | 805 | $50K | 0.0% | N/A | 0.001% | |
| 5/7/2025 | LPL Financial LLC | 630,152 | $38.76M | 0.0% | +55.3% | 0.782% | |
| 5/6/2025 | Assetmark Inc. | 292,841 | $18.01M | 0.0% | -12.5% | 0.363% | |
| 5/6/2025 | Cetera Investment Advisers | 305,563 | $18.79M | 0.0% | +76.3% | 0.379% | |
| 5/6/2025 | Richardson Financial Services Inc. | 3,009 | $185K | 0.1% | +11.6% | 0.004% | |
| 5/6/2025 | Ignite Planners LLC | 12,931 | $821K | 0.2% | +37.5% | 0.016% | |
| 5/5/2025 | WNY Asset Management LLC | 149,798 | $9.21M | 1.1% | +3.9% | 0.186% | |
| 5/5/2025 | IFP Advisors Inc | 8,374 | $515K | 0.0% | +1.9% | 0.010% | |
| 5/5/2025 | Private Advisor Group LLC | 37,118 | $2.28M | 0.0% | +28.9% | 0.046% | |
| 5/5/2025 | Nwam LLC | 5,158 | $317K | 0.0% | -15.7% | 0.006% | |
| 5/1/2025 | CWM LLC | 52,453 | $3.23M | 0.0% | +77.7% | 0.065% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 81,943 | $5.04M | 1.1% | +10.4% | 0.102% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 20,749 | $1.28M | 0.3% | N/A | 0.026% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 510,270 | $31.38M | 0.0% | +23.7% | 0.633% | |
| 4/29/2025 | Wayfinding Financial LLC | 16,127 | $991K | 0.4% | +2.6% | 0.020% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,627 | $161K | 0.1% | N/A | 0.003% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,595 | $98K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 12,688 | $780K | 0.1% | +13.2% | 0.016% | |
| 4/28/2025 | Private Trust Co. NA | 1,857 | $114K | 0.0% | +56.7% | 0.002% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 24,281 | $1.49M | 0.4% | -15.5% | 0.030% | |
| 4/23/2025 | Perigon Wealth Management LLC | 428,037 | $26.33M | 0.7% | +17.5% | 0.531% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 331,495 | $20.39M | 0.9% | -0.1% | 0.411% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,347 | $6.11M | 0.0% | +22.0% | 0.123% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 9,419 | $579K | 0.3% | -7.8% | 0.012% | |
| 4/22/2025 | Advisor Resource Council | 77,886 | $4.79M | 0.4% | N/A | 0.097% | |
| 4/21/2025 | MN Wealth Advisors LLC | 84,363 | $5.19M | 3.0% | -22.3% | 0.103% | |
| 4/18/2025 | Clarius Group LLC | 89,800 | $5.52M | 0.3% | N/A | 0.110% | |
| 4/18/2025 | GSB Wealth Management LLC | 7,650 | $471K | 0.1% | -12.6% | 0.009% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 712,075 | $43.80M | 0.1% | -1.2% | 0.873% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 6,305 | $388K | 0.6% | +78.7% | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,382 | $823K | 0.0% | -18.8% | 0.016% | |
| 4/16/2025 | Kelly Financial Group LLC | 467,165 | $28.73M | 4.9% | +3.4% | 0.573% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 15,746 | $953K | 0.4% | +39.7% | 0.019% | |
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| 4/14/2025 | Pallas Capital Advisors LLC | 303,354 | $18.66M | 0.8% | +2.3% | 0.372% | |
| 4/14/2025 | Farther Finance Advisors LLC | 9,768 | $601K | 0.0% | +5.8% | 0.012% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 331,495 | $20.39M | 0.7% | -0.1% | 0.406% | |
| 4/14/2025 | Park Avenue Securities LLC | 62,498 | $3.84M | 0.0% | +24.6% | 0.077% | |
| 4/11/2025 | Insight Advisors LLC PA | 15,339 | $943K | 0.2% | +4.2% | 0.019% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 14,373 | $884K | 0.1% | -14.0% | 0.018% | |
| 4/8/2025 | Rothschild Investment LLC | 166,726 | $10.25M | 0.7% | +188.3% | 0.204% | |
| 4/7/2025 | AdvisorNet Financial Inc | 5,750 | $354K | 0.0% | -9.9% | 0.007% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 28,560 | $1.76M | 0.1% | -9.2% | 0.035% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 888 | $51K | 0.0% | N/A | 0.001% | |
