| 3/10/2025 | Mattson Financial Services LLC | 48,123 | $1.69M | 0.5% | -2.9% | 0.391% | |
| 3/5/2025 | Copley Financial Group Inc. | 15,628 | $539K | 0.4% | +112.6% | 0.127% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 16,416 | $566K | 0.3% | +64.3% | 0.155% | |
| 2/17/2025 | EP Wealth Advisors LLC | 62,950 | $2.17M | 0.0% | -3.7% | 0.594% | |
| 2/17/2025 | Cetera Investment Advisers | 83,567 | $2.88M | 0.0% | +11.1% | 0.788% | |
| 2/17/2025 | Bank of America Corp DE | 748,501 | $25.80M | 0.0% | +7.6% | 7.061% | |
| 2/17/2025 | Ancora Advisors LLC | 10,586 | $365K | 0.0% | -5.8% | 0.100% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 75,151 | $2.59M | 0.0% | +3.8% | 0.709% | |
| 2/14/2025 | Capital Analysts LLC | 9,617 | $331K | 0.0% | +23.0% | 0.091% | |
| 2/14/2025 | IHT Wealth Management LLC | 20,050 | $691K | 0.0% | N/A | 0.189% | |
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| 2/14/2025 | Stifel Financial Corp | 49,586 | $1.71M | 0.0% | -2.6% | 0.468% | |
| 2/14/2025 | MML Investors Services LLC | 121,107 | $4.18M | 0.0% | +29.2% | 1.143% | |
| 2/13/2025 | Mariner LLC | 13,732 | $473K | 0.0% | +4.1% | 0.130% | |
| 2/13/2025 | SageView Advisory Group LLC | 6,561 | $226K | 0.0% | N/A | 0.062% | |
| 2/13/2025 | Family Office Research LLC | 84,953 | $2.93M | 1.3% | N/A | 0.801% | |
| 2/13/2025 | First Foundation Advisors | 50,953 | $1.76M | 0.1% | +5.0% | 0.481% | |
| 2/13/2025 | TRUE Private Wealth Advisors | 79,681 | $2.75M | 0.3% | +13.0% | 0.752% | |
| 2/13/2025 | Raymond James Financial Inc. | 244,510 | $8.43M | 0.0% | N/A | 2.307% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,010 | $345K | 0.0% | -9.5% | 0.094% | |
| 2/12/2025 | Maridea Wealth Management LLC | 9,373 | $323K | 0.1% | N/A | 0.088% | |
| 2/11/2025 | Woodmont Investment Counsel LLC | 163,937 | $5.65M | 0.4% | +2.8% | 1.547% | |
| 2/11/2025 | LPL Financial LLC | 1,088,476 | $37.52M | 0.0% | +17.1% | 10.269% | |
| 2/11/2025 | Atlas Wealth LLC | 11,374 | $392K | 0.1% | +10.0% | 0.107% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 12,446 | $429K | 0.0% | -7.5% | 0.117% | |
| 2/10/2025 | First Financial Group Corp | 22,266 | $768K | 0.8% | N/A | 0.210% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,244 | $801K | 0.0% | +23.7% | 0.219% | |
| 2/10/2025 | Farther Finance Advisors LLC | 277,580 | $9.57M | 0.3% | +3,965,328.6% | 2.619% | |
| 2/7/2025 | HighTower Advisors LLC | 52,001 | $1.79M | 0.0% | -9.0% | 0.491% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 16,551 | $571K | 0.4% | N/A | 0.156% | |
| 2/7/2025 | Mesirow Financial Investment Management Inc. | 276,972 | $9.55M | 0.2% | +6.9% | 2.613% | |
| 2/6/2025 | Raymond James Financial Inc. | 244,510 | $8.43M | 0.0% | N/A | 2.307% | |
| 2/6/2025 | M&T Bank Corp | 6,475 | $223K | 0.0% | N/A | 0.061% | |
| 2/6/2025 | Atria Investments Inc | 9,085 | $313K | 0.0% | -5.8% | 0.086% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 49,728 | $1.71M | 0.0% | +15.9% | 0.469% | |
| 2/6/2025 | Jones Financial Companies Lllp | 34,774 | $1.20M | 0.0% | +136.0% | 0.328% | |
| 2/5/2025 | TPG Advisors LLC | 47,625 | $1.64M | 1.3% | +1.6% | 0.449% | |
| 2/5/2025 | Stegent Equity Advisors Inc. | 43,735 | $1.51M | 1.5% | +105.7% | 0.413% | |
| 2/4/2025 | Lake Street Advisors Group LLC | 9,088 | $313K | 0.0% | +15.0% | 0.086% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 37,226 | $1.28M | 0.5% | +3.7% | 0.351% | |
| 2/4/2025 | Brown Financial Advisors | 71,601 | $2.47M | 1.0% | -24.7% | 0.675% | |
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| 2/4/2025 | IFP Advisors Inc | 6,310 | $218K | 0.0% | +249.4% | 0.060% | |
| 2/3/2025 | Eubel Brady & Suttman Asset Management Inc. | 80,962 | $2.79M | 0.4% | +1.4% | 0.764% | |
| 2/3/2025 | Private Advisor Group LLC | 8,629 | $297K | 0.0% | -4.6% | 0.081% | |
| 2/3/2025 | Financial Management Network Inc. | 527,215 | $18.26M | 3.8% | +3.7% | 4.974% | |
| 1/31/2025 | Truist Financial Corp | 64,678 | $2.23M | 0.0% | -12.5% | 0.610% | |
| 1/31/2025 | Sanctuary Advisors LLC | 23,394 | $859K | 0.0% | -4.1% | 0.221% | |
| 1/31/2025 | Sierra Ocean LLC | 4,226 | $146K | 0.1% | N/A | 0.040% | |
| 1/29/2025 | Tranquility Partners LLC | 11,508 | $397K | 0.1% | +8.8% | 0.109% | |
| 1/29/2025 | Paladin Wealth LLC | 30,717 | $1.06M | 0.9% | -21.0% | 0.290% | |
| 1/29/2025 | Principle Wealth Partners LLC | 780,194 | $26.89M | 1.9% | +0.5% | 7.360% | |
| 1/28/2025 | Stiles Financial Services Inc | 19,679 | $678K | 0.2% | +47.1% | 0.186% | |
| 1/28/2025 | Stephens Inc. AR | 39,278 | $1.35M | 0.0% | +4.8% | 0.371% | |
| 1/28/2025 | Global X Japan Co. Ltd. | 6,016 | $207K | 0.0% | +20.2% | 0.057% | |
| 1/27/2025 | Etesian Wealth Advisors Inc. | 9,889 | $341K | 0.2% | -7.8% | 0.093% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,080 | $37K | 0.0% | -26.8% | 0.010% | |
| 1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 20,281 | $699K | 0.3% | N/A | 0.191% | |
| 1/22/2025 | IRON Financial LLC | 18,859 | $650K | 0.4% | +5.0% | 0.178% | |
| 1/22/2025 | Apexium Financial LP | 331,454 | $11.43M | 0.7% | +11.9% | 3.127% | |
| 1/21/2025 | Archford Capital Strategies LLC | 28,397 | $979K | 0.1% | +8.0% | 0.268% | |
| 1/21/2025 | Patton Albertson Miller Group LLC | 32,654 | $1.13M | 0.2% | -24.6% | 0.308% | |
| 1/21/2025 | Gradient Investments LLC | 1,119,600 | $38.59M | 0.8% | -18.8% | 10.562% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,724 | $990K | 0.0% | +14.3% | 0.271% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 32,162 | $1.11M | 0.1% | +2.7% | 0.303% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 5,887 | $203K | 0.1% | N/A | 0.056% | |
| 1/10/2025 | Lowe Wealth Advisors LLC | 18,423 | $635K | 0.3% | +37.8% | 0.174% | |
| 12/9/2024 | Copley Financial Group Inc. | 7,351 | $258K | 0.2% | N/A | 0.069% | |
| 11/25/2024 | Sanctuary Advisors LLC | 24,394 | $899K | 0.0% | -3.6% | 0.230% | |
| 11/18/2024 | Brown Financial Advisors | 95,150 | $3.33M | 1.4% | +5.8% | 0.898% | |
| 11/15/2024 | Valued Retirements Inc. | 6,020 | $211K | 0.3% | N/A | 0.057% | |
| 11/15/2024 | MML Investors Services LLC | 93,758 | $3.28M | 0.0% | -3.0% | 0.885% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 11,667 | $409K | 0.0% | -5.3% | 0.110% | |
| 11/15/2024 | EP Wealth Advisors LLC | 65,350 | $2.29M | 0.0% | -3.0% | 0.617% | |
| 11/15/2024 | Jane Street Group LLC | 16,164 | $566K | 0.0% | N/A | 0.152% | |
| 11/15/2024 | Stifel Financial Corp | 50,885 | $1.78M | 0.0% | +9.3% | 0.480% | |
| 11/15/2024 | HighTower Advisors LLC | 57,162 | $1.99M | 0.0% | +30.8% | 0.539% | |
| 11/15/2024 | Atlas Wealth LLC | 10,341 | $362K | 0.2% | +3.2% | 0.098% | |
| 11/14/2024 | TRUE Private Wealth Advisors | 70,533 | $2.47M | 0.3% | +414.7% | 0.665% | |
| 11/13/2024 | Patton Albertson Miller Group LLC | 43,284 | $1.52M | 0.2% | -0.9% | 0.408% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 35,897 | $1.26M | 0.5% | +15.1% | 0.339% | |
| 11/9/2024 | Creekside Partners | 54,284 | $1.90M | 1.0% | +15.8% | 0.512% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 9,993 | $350K | 0.2% | +16.1% | 0.094% | |
| 11/8/2024 | Prospera Financial Services Inc | 10,690 | $374K | 0.0% | +15.8% | 0.101% | |
| 11/7/2024 | Tranquility Partners LLC | 10,578 | $371K | 0.1% | +8.4% | 0.100% | |
| 11/7/2024 | Whalen Wealth Management Inc. | 6,022 | $211K | 0.1% | N/A | 0.057% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 13,454 | $471K | 0.0% | -97.6% | 0.127% | |
| 11/6/2024 | Balboa Wealth Partners | 8,519 | $298K | 0.1% | -11.9% | 0.080% | |
| 11/2/2024 | Mesirow Financial Investment Management Inc. | 259,109 | $9.08M | 0.2% | +0.8% | 2.444% | |
| 11/1/2024 | Atria Investments Inc | 9,648 | $338K | 0.0% | -62.2% | 0.091% | |
| 11/1/2024 | Stiles Financial Services Inc | 13,379 | $469K | 0.2% | -8.9% | 0.126% | |
| 10/31/2024 | Woodmont Investment Counsel LLC | 159,410 | $5.58M | 0.4% | +4.3% | 1.504% | |
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| 10/29/2024 | Janney Montgomery Scott LLC | 25,124 | $880K | 0.0% | +14.2% | 0.237% | |
| 10/28/2024 | TPG Advisors LLC | 46,887 | $1.64M | 1.3% | +2.3% | 0.442% | |
| 10/28/2024 | Pursue Wealth Partners LLC | 47,221 | $1.65M | 0.9% | +18.1% | 0.445% | |
| 10/28/2024 | Stephens Inc. AR | 37,473 | $1.31M | 0.0% | +12.9% | 0.354% | |
| 10/23/2024 | Lake Street Advisors Group LLC | 7,901 | $277K | 0.0% | N/A | 0.075% | |
| 10/23/2024 | Financial Management Network Inc. | 508,549 | $17.65M | 3.7% | +0.1% | 4.798% | |
| 10/22/2024 | Global X Japan Co. Ltd. | 5,007 | $175K | 0.0% | -50.0% | 0.047% | |
| 10/22/2024 | Private Advisor Group LLC | 9,043 | $317K | 0.0% | -9.8% | 0.085% | |
| 10/22/2024 | Eastern Bank | 1,000 | $35K | 0.0% | N/A | 0.009% | |
| 10/19/2024 | Stegent Equity Advisors Inc. | 21,266 | $745K | 0.8% | N/A | 0.201% | |
