| 2/17/2025 | Snowden Capital Advisors LLC | 8,158 | $353K | 0.0% | +15.0% | 0.194% | |
| 2/17/2025 | CoreCap Advisors LLC | 11,520 | $498K | 0.0% | -47.9% | 0.274% | |
| 2/17/2025 | Cresset Asset Management LLC | 18,954 | $819K | 0.0% | -25.5% | 0.451% | |
| 2/17/2025 | Cetera Investment Advisers | 177,437 | $7.67M | 0.0% | +130.8% | 4.225% | |
| 2/17/2025 | Citadel Advisors LLC | 13,578 | $587K | 0.0% | N/A | 0.323% | |
| 2/17/2025 | Captrust Financial Advisors | 108,330 | $4.68M | 0.0% | -15.3% | 2.579% | |
| 2/14/2025 | Jane Street Group LLC | 15,576 | $673K | 0.0% | N/A | 0.371% | |
| 2/14/2025 | Bellwether Advisors LLC | 8,147 | $352K | 0.1% | N/A | 0.194% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 33,123 | $1.43M | 0.0% | +17.3% | 0.789% | |
| 2/14/2025 | Three Seasons Wealth LLC | 5,570 | $241K | 0.1% | N/A | 0.133% | |
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| 2/14/2025 | WPWealth LLP | 13,385 | $579K | 0.1% | +4.6% | 0.319% | |
| 2/14/2025 | MML Investors Services LLC | 53,065 | $2.29M | 0.0% | +252.3% | 1.263% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 26,362 | $1.14M | 0.3% | +11.1% | 0.628% | |
| 2/13/2025 | NewEdge Advisors LLC | 4,755 | $206K | 0.0% | +10,466.7% | 0.113% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,686 | $332K | 0.0% | N/A | 0.183% | |
| 2/13/2025 | SageView Advisory Group LLC | 8,064 | $349K | 0.0% | +12.2% | 0.192% | |
| 2/13/2025 | Townsquare Capital LLC | 4,738 | $205K | 0.0% | -42.4% | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,280 | $1.78M | 0.0% | N/A | 0.983% | |
| 2/13/2025 | Cerity Partners LLC | 76,043 | $3.29M | 0.0% | -1.6% | 1.811% | |
| 2/13/2025 | Trek Financial LLC | 8,015 | $346K | 0.0% | N/A | 0.191% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 98,893 | $4.28M | 0.0% | +47.2% | 2.355% | |
| 2/12/2025 | Bullseye Investment Management LLC | 26,528 | $1.15M | 0.8% | N/A | 0.632% | |
| 2/12/2025 | Blair William & Co. IL | 8,857 | $383K | 0.0% | +1,476.0% | 0.211% | |
| 2/11/2025 | LPL Financial LLC | 63,163 | $2.73M | 0.0% | -4.1% | 1.504% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 6,665 | $288K | 0.0% | N/A | 0.159% | |
| 2/10/2025 | IMG Wealth Management Inc. | 1,519 | $66K | 0.1% | N/A | 0.036% | |
| 2/10/2025 | Harbour Investments Inc. | 7,541 | $326K | 0.0% | +214.7% | 0.180% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 326,212 | $14.10M | 0.0% | -49.5% | 7.767% | |
| 2/7/2025 | HighTower Advisors LLC | 184,486 | $7.97M | 0.0% | +18.4% | 4.393% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 40,080 | $1.73M | 0.3% | +4.7% | 0.954% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,280 | $1.78M | 0.0% | N/A | 0.983% | |
| 2/6/2025 | Jones Financial Companies Lllp | 800 | $35K | 0.0% | N/A | 0.019% | |
| 2/5/2025 | Motiv8 Investments LLC | 48,007 | $2.08M | 1.5% | +24.8% | 1.143% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 6,000 | $259K | 0.1% | N/A | 0.143% | |
| 2/4/2025 | IFP Advisors Inc | 5,721 | $247K | 0.0% | +11.4% | 0.136% | |
| 2/4/2025 | Integral Investment Advisors Inc. | 259,058 | $11.20M | 3.6% | +4.8% | 6.168% | |
| 2/3/2025 | Sigma Planning Corp | 17,609 | $761K | 0.0% | +1.5% | 0.419% | |
| 1/30/2025 | Principal Securities Inc. | 8,463 | $366K | 0.0% | +22.7% | 0.202% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 18,665 | $807K | 0.3% | +3.6% | 0.444% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 3,317 | $143K | 0.0% | N/A | 0.079% | |
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| 1/27/2025 | Beacon Financial Advisory LLC | 7,194 | $311K | 0.1% | +15.8% | 0.171% | |
| 1/27/2025 | Berkshire Money Management Inc. | 56,376 | $2.44M | 0.3% | -8.8% | 1.342% | |
| 1/24/2025 | McAdam LLC | 18,733 | $810K | 0.0% | -1.7% | 0.446% | |
| 1/24/2025 | Spire Wealth Management | 17,038 | $737K | 0.0% | +17.5% | 0.406% | |
| 1/24/2025 | My Personal CFO LLC | 25,935 | $1.12M | 0.6% | +41.7% | 0.618% | |
| 1/23/2025 | FSA Advisors Inc. | 35,820 | $1.52M | 1.9% | -2.6% | 0.853% | |
| 1/21/2025 | Lantz Financial LLC | 19,073 | $824K | 0.2% | +7.3% | 0.454% | |
| 1/21/2025 | RFG Advisory LLC | 19,947 | $862K | 0.0% | +50.0% | 0.475% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 29,153 | $1.26M | 0.0% | +17.7% | 0.694% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 26,397 | $1.14M | 0.0% | N/A | 0.629% | |
| 1/17/2025 | Global Trust Asset Management LLC | 11,600 | $501K | 0.2% | -15.3% | 0.276% | |
| 1/17/2025 | XML Financial LLC | 11,134 | $481K | 0.0% | +5.1% | 0.265% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 2,353 | $102K | 0.1% | N/A | 0.056% | |
| 1/16/2025 | Wealthquest Corp | 69,304 | $3.00M | 0.2% | -8.3% | 1.650% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 6,616 | $286K | 0.1% | N/A | 0.158% | |
| 1/13/2025 | BCS Wealth Management | 12,556 | $543K | 0.1% | +24.1% | 0.299% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 76,089 | $3.29M | 0.3% | +4.4% | 1.812% | |
| 1/13/2025 | Brookstone Capital Management | 482,860 | $20.87M | 0.3% | +9,323.5% | 11.497% | |
| 11/21/2024 | Wealthquest Corp | 75,562 | $3.19M | 0.3% | -9.2% | 1.799% | |
| 11/19/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
| 11/15/2024 | Barclays PLC | 13,597 | $577K | 0.0% | N/A | 0.324% | |
| 11/15/2024 | Continuum Advisory LLC | 2,081 | $90K | 0.0% | -66.6% | 0.050% | |
| 11/15/2024 | MML Investors Services LLC | 15,064 | $639K | 0.0% | +2.6% | 0.359% | |
| 11/15/2024 | SageView Advisory Group LLC | 7,189 | $305K | 0.0% | N/A | 0.171% | |
| 11/15/2024 | HighTower Advisors LLC | 155,859 | $6.62M | 0.0% | +0.4% | 3.711% | |
| 11/14/2024 | Captrust Financial Advisors | 127,937 | $5.43M | 0.0% | -10.1% | 3.046% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 23,724 | $1.01M | 0.2% | +18.3% | 0.565% | |
| 11/13/2024 | Townsquare Capital LLC | 8,220 | $349K | 0.0% | +22.0% | 0.196% | |
| 11/12/2024 | Penserra Capital Management LLC | 298,452 | $12.67M | 0.3% | +26.1% | 7.106% | |
| 11/12/2024 | Cerity Partners LLC | 77,306 | $3.28M | 0.0% | +130.8% | 1.841% | |
| 11/6/2024 | Straight Path Wealth Management | 8,772 | $372K | 0.2% | +46.2% | 0.209% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 8,222 | $349K | 0.0% | -29.8% | 0.196% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 6,212 | $264K | 0.1% | -72.2% | 0.148% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 24,776 | $1.05M | 0.0% | +9.7% | 0.590% | |
| 10/28/2024 | Summit Wealth Partners LLC | 9,637 | $409K | 0.1% | N/A | 0.229% | |
| 10/25/2024 | Diversify Advisory Services LLC | 41,564 | $1.78M | 0.1% | -4.6% | 0.990% | |
| 10/24/2024 | Motiv8 Investments LLC | 38,462 | $1.63M | 1.1% | +1.7% | 0.916% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,507 | $276K | 0.0% | -26.4% | 0.155% | |
| 10/22/2024 | DHJJ Financial Advisors Ltd. | 18,014 | $765K | 0.3% | -2.2% | 0.429% | |
| 10/17/2024 | BCS Wealth Management | 10,119 | $430K | 0.2% | -6.0% | 0.241% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 23,849 | $1.01M | 0.5% | -1.3% | 0.568% | |
| 10/8/2024 | City Center Advisors LLC | 11,737 | $498K | 0.6% | -3.6% | 0.279% | |
| 8/26/2024 | Wealthquest Corp | 83,218 | $3.46M | 0.4% | -6.2% | 1.981% | |
| 8/22/2024 | Cetera Investment Advisers | 66,920 | $2.78M | 0.0% | -14.7% | 1.593% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 66,396 | $2.76M | 0.0% | -8.5% | 1.581% | |
| 8/8/2024 | CoreCap Advisors LLC | 23,330 | $969K | 0.1% | N/A | 0.555% | |
| 8/8/2024 | WPWealth LLP | 12,267 | $510K | 0.1% | -43.2% | 0.292% | |
| 8/7/2024 | Vantage Financial Partners LLC | 5,084 | $211K | 0.1% | -7.5% | 0.121% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 11,714 | $487K | 0.0% | -93.3% | 0.279% | |
| 8/6/2024 | Motiv8 Investments LLC | 37,829 | $1.57M | 1.2% | +5.3% | 0.901% | |
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| 8/6/2024 | Valtinson Bruner Financial Planning LLC | 13,637 | $567K | 0.2% | -4.9% | 0.325% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 39,028 | $1.62M | 0.3% | -0.8% | 0.929% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 577,223 | $24.00M | 0.0% | -1.6% | 13.743% | |
| 7/30/2024 | Integral Investment Advisors Inc. | 241,034 | $10.02M | 3.7% | +1.3% | 5.739% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 46,466 | $1.93M | 0.0% | -2.7% | 1.106% | |
| 7/22/2024 | Krilogy Financial LLC | 17,885 | $744K | 0.1% | -11.7% | 0.426% | |
| 7/18/2024 | Brookstone Capital Management | 5,189 | $217K | 0.0% | -26.8% | 0.124% | |
| 7/16/2024 | BCS Wealth Management | 10,768 | $448K | 0.2% | -14.5% | 0.256% | |
| 7/15/2024 | RFG Advisory LLC | 13,865 | $576K | 0.0% | +29.0% | 0.330% | |
| 7/12/2024 | Diversify Advisory Services LLC | 43,564 | $1.82M | 0.1% | -8.6% | 1.037% | |
