| 3/24/2025 | Mascagni Wealth Management Inc. | 2,332 | $247K | 0.2% | N/A | 0.006% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,450 | $1.00M | 0.0% | +2.1% | 0.023% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 15,743 | $1.67M | 0.1% | +78.2% | 0.046% | |
| 2/24/2025 | Ameriflex Group Inc. | 333 | $36K | 0.0% | N/A | 0.001% | |
| 2/21/2025 | Ascent Group LLC | 39,122 | $4.14M | 0.3% | -2.3% | 0.115% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 11,811 | $1.25M | 0.1% | -2.3% | 0.035% | |
| 2/17/2025 | Two Sigma Investments LP | 114,900 | $12.17M | 0.0% | N/A | 0.337% | |
| 2/17/2025 | Cambridge Investment Research Advisors Inc. | 467,055 | $49.47M | 0.2% | -4.5% | 1.370% | |
| 2/17/2025 | Cetera Investment Advisers | 267,941 | $28.38M | 0.1% | +22.7% | 0.786% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 1,013 | $107K | 0.0% | N/A | 0.003% | |
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| 2/17/2025 | Bank of America Corp DE | 45,199 | $4.79M | 0.0% | +294.5% | 0.133% | |
| 2/17/2025 | Ameriprise Financial Inc. | 103,128 | $10.92M | 0.0% | +20.8% | 0.302% | |
| 2/17/2025 | Ancora Advisors LLC | 1,609 | $170K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 27,972 | $2.96M | 0.0% | +25.0% | 0.082% | |
| 2/14/2025 | LGT Financial Advisors LLC | 845 | $90K | 0.2% | +23.5% | 0.002% | |
| 2/14/2025 | Jane Street Group LLC | 10,389 | $1.10M | 0.0% | N/A | 0.030% | |
| 2/14/2025 | Betterment LLC | 7,697 | $815K | 0.0% | -24.6% | 0.023% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 46,305 | $4.91M | 0.1% | -0.8% | 0.136% | |
| 2/14/2025 | Susquehanna International Group LLP | 60,813 | $6.44M | 0.0% | -16.2% | 0.178% | |
| 2/14/2025 | Tradition Wealth Management LLC | 159,677 | $16.91M | 1.5% | +25.1% | 0.468% | |
| 2/14/2025 | MML Investors Services LLC | 137,610 | $14.58M | 0.1% | +4.7% | 0.404% | |
| 2/14/2025 | GeoWealth Management LLC | 22,199 | $2.35M | 0.1% | -15.6% | 0.065% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 15,048 | $1.65M | 0.1% | +17.5% | 0.044% | |
| 2/13/2025 | CreativeOne Wealth LLC | 110,167 | $11.67M | 0.4% | -3.8% | 0.323% | |
| 2/13/2025 | Mariner LLC | 2,103 | $223K | 0.0% | N/A | 0.006% | |
| 2/13/2025 | 3Chopt Investment Partners LLC | 39,583 | $4.19M | 1.4% | +21.2% | 0.116% | |
| 2/13/2025 | Townsquare Capital LLC | 23,372 | $2.48M | 0.0% | +125.1% | 0.069% | |
| 2/13/2025 | Raymond James Financial Inc. | 260,557 | $27.60M | 0.0% | N/A | 0.764% | |
| 2/13/2025 | Advisory Services Network LLC | 13,067 | $1.38M | 0.0% | +171.3% | 0.038% | |
| 2/13/2025 | Renaissance Technologies LLC | 23,800 | $2.52M | 0.0% | +71.2% | 0.070% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,261,043 | $133.57M | 0.0% | +8.0% | 3.698% | |
| 2/13/2025 | Wells Fargo & Company MN | 244 | $26K | 0.0% | -54.4% | 0.001% | |
| 2/12/2025 | World Investment Advisors | 3,386 | $359K | 0.0% | +20.9% | 0.010% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 129,874 | $13.76M | 0.1% | +2.0% | 0.381% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,155,921 | $440.20M | 0.0% | +12.1% | 12.187% | |
| 2/12/2025 | Florida Financial Advisors LLC | 117,308 | $12.43M | 5.6% | +1.3% | 0.344% | |
| 2/11/2025 | LPL Financial LLC | 2,393,095 | $253.48M | 0.1% | +8.0% | 7.018% | |
| 2/11/2025 | Wayfinding Financial LLC | 44,396 | $4.70M | 2.5% | +10.2% | 0.130% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 119,690 | $12.68M | 0.0% | +1.5% | 0.351% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 52,638 | $5.58M | 0.0% | +14.0% | 0.154% | |
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| 2/10/2025 | HMV Wealth Advisors LLC | 18,551 | $1.97M | 2.0% | N/A | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,193 | $868K | 0.0% | +4.4% | 0.024% | |
| 2/10/2025 | Farther Finance Advisors LLC | 24,652 | $2.61M | 0.1% | -25.6% | 0.072% | |
| 2/7/2025 | HighTower Advisors LLC | 8,404 | $890K | 0.0% | -5.7% | 0.025% | |
| 2/7/2025 | Wealthfront Advisers LLC | 482,220 | $51.08M | 0.0% | +23,263.4% | 1.414% | |
| 2/7/2025 | Independent Advisor Alliance | 4,460 | $472K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 1,209,249 | $128.08M | 4.4% | +9.7% | 3.546% | |
| 2/6/2025 | Raymond James Financial Inc. | 260,557 | $27.60M | 0.0% | N/A | 0.764% | |
| 2/6/2025 | Assetmark Inc. | 514,723 | $54.52M | 0.1% | -7.4% | 1.509% | |
| 2/6/2025 | Bravias Capital Group LLC | 101,074 | $11.03M | 8.9% | N/A | 0.296% | |
| 2/6/2025 | Kelly Financial Group LLC | 395,917 | $41.94M | 14.6% | N/A | 1.161% | |
| 2/6/2025 | Jones Financial Companies Lllp | 335 | $35K | 0.0% | N/A | 0.001% | |
| 2/5/2025 | Jacobi Capital Management LLC | 33,948 | $3.60M | 0.3% | -2.6% | 0.100% | |
| 2/5/2025 | Private Trust Co. NA | 7,803 | $826K | 0.1% | -3.5% | 0.023% | |
| 2/5/2025 | Nwam LLC | 14,867 | $1.58M | 0.1% | -7.3% | 0.044% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 13,148 | $1.39M | 0.6% | +85.4% | 0.039% | |
| 2/3/2025 | Fingerlakes Wealth Management Inc. | 22,110 | $2.34M | 1.9% | +10.5% | 0.065% | |
| 2/3/2025 | Private Advisor Group LLC | 67,397 | $7.14M | 0.0% | +16.4% | 0.198% | |
| 2/3/2025 | Good Life Advisors LLC | 7,282 | $771K | 0.1% | +5.0% | 0.021% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,852 | $620K | 0.0% | +71.0% | 0.017% | |
| 1/31/2025 | 5T Wealth LLC | 96,793 | $10.25M | 5.6% | N/A | 0.284% | |
| 1/31/2025 | National Mutual Insurance Federation of Agricultural Cooperatives | 463,000 | $49.04M | 0.4% | N/A | 1.358% | |
| 1/30/2025 | MN Wealth Advisors LLC | 295,064 | $31.25M | 17.6% | -0.8% | 0.865% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 13,964 | $1.48M | 0.0% | +356.5% | 0.041% | |
| 1/30/2025 | Blue Trust Inc. | 730 | $76K | 0.0% | N/A | 0.002% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 6,227 | $660K | 0.0% | +13.6% | 0.018% | |
| 1/29/2025 | GGM Financials LLC | 7,239 | $767K | 0.8% | -16.1% | 0.021% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,759 | $186K | 0.0% | N/A | 0.005% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 375,770 | $39.80M | 0.1% | +12,184.1% | 1.102% | |
| 1/27/2025 | Schmidt P J Investment Management Inc. | 78,819 | $8.35M | 1.4% | +3.3% | 0.231% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 267,175 | $28.30M | 1.0% | +35.7% | 0.784% | |
| 1/24/2025 | Sutton Place Investors LLC | 18,892 | $2.00M | 1.2% | +7.6% | 0.055% | |
| 1/24/2025 | Richardson Financial Services Inc. | 4,567 | $486K | 0.3% | +29.0% | 0.013% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 20,864 | $2.21M | 0.6% | +15.8% | 0.061% | |
| 1/22/2025 | Perigon Wealth Management LLC | 397,598 | $42.60M | 1.0% | +8.6% | 1.166% | |
| 1/22/2025 | Blue Trust Inc. | 730 | $76K | 0.0% | N/A | 0.002% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 10,191 | $1.08M | 0.1% | +17.7% | 0.030% | |
| 1/22/2025 | Drive Wealth Management LLC | 80,360 | $8.51M | 2.1% | +686.2% | 0.236% | |
| 1/21/2025 | Archford Capital Strategies LLC | 99,720 | $10.56M | 1.6% | +14.3% | 0.292% | |
| 1/21/2025 | Grimes & Company Inc. | 2,188 | $232K | 0.0% | N/A | 0.006% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 5,596 | $593K | 0.0% | +8.4% | 0.016% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 21,047 | $2.23M | 1.1% | +1.5% | 0.062% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 705,569 | $74.73M | 5.0% | +4.2% | 2.069% | |
| 1/17/2025 | Adirondack Trust Co. | 516 | $55K | 0.0% | N/A | 0.002% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 83,346 | $8.83M | 0.2% | -6.0% | 0.244% | |
| 1/16/2025 | Kelly Financial Services LLC | 3,339 | $354K | 0.1% | N/A | 0.010% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 46,900 | $4.97M | 0.8% | +11.4% | 0.138% | |
| 1/14/2025 | Park Avenue Securities LLC | 154,938 | $16.41M | 0.2% | +11.3% | 0.454% | |
| 1/14/2025 | Ignite Planners LLC | 10,833 | $1.16M | 0.3% | +3.4% | 0.032% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 27,431 | $2.91M | 0.8% | +12.0% | 0.080% | |
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| 1/13/2025 | AdvisorNet Financial Inc | 18,891 | $2.00M | 0.2% | N/A | 0.055% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 9,936 | $1.03M | 0.0% | +7.4% | 0.029% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,708,785 | $384.16M | 0.0% | +26.6% | 10.876% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 8,832 | $907K | 0.0% | +37.3% | 0.026% | |
| 11/25/2024 | World Investment Advisors LLC | 2,801 | $290K | 0.0% | N/A | 0.008% | |
| 11/15/2024 | Goodman Advisory Group LLC | 10,756 | $1.11M | 0.3% | -1.0% | 0.032% | |
| 11/15/2024 | 3Chopt Investment Partners LLC | 32,663 | $3.38M | 1.2% | +14.3% | 0.096% | |
| 11/15/2024 | Nabity Jensen Investment Management Inc | 5,857 | $607K | 0.5% | N/A | 0.017% | |
| 11/15/2024 | MML Investors Services LLC | 131,476 | $13.62M | 0.0% | +42.8% | 0.386% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 127,286 | $13.18M | 0.3% | +6.0% | 0.373% | |
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