| 2/17/2025 | Visionary Wealth Advisors | 29,913 | $2.04M | 0.1% | +0.8% | 0.182% | |
| 2/17/2025 | Bank of America Corp DE | 167,786 | $11.44M | 0.0% | -15.5% | 1.022% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 136,854 | $9.33M | 0.0% | +137.1% | 0.833% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 194,503 | $13.26M | 0.1% | +0.9% | 1.185% | |
| 2/14/2025 | Betterment LLC | 32,923 | $2.25M | 0.0% | -45.6% | 0.201% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 40,775 | $2.78M | 0.0% | N/A | 0.248% | |
| 2/13/2025 | Verisail Partners LLC | 3,718 | $254K | 0.1% | N/A | 0.023% | |
| 2/13/2025 | Mariner LLC | 81,113 | $5.53M | 0.0% | -1.4% | 0.494% | |
| 2/13/2025 | Seeds Investor LLC | 8,591 | $586K | 0.2% | -3.6% | 0.052% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,199 | $423K | 0.0% | N/A | 0.038% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 314,766 | $21.46M | 0.0% | -8.1% | 1.917% | |
| 2/13/2025 | Wells Fargo & Company MN | 69,923 | $4.77M | 0.0% | +52.6% | 0.426% | |
| 2/12/2025 | OLD Mission Capital LLC | 34,562 | $2.36M | 0.0% | N/A | 0.210% | |
| 2/12/2025 | Alliancebernstein L.P. | 1,253,716 | $85.49M | 0.0% | N/A | 7.635% | |
| 2/12/2025 | Maridea Wealth Management LLC | 3,339 | $228K | 0.1% | N/A | 0.020% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,780 | $462K | 0.0% | N/A | 0.041% | |
| 2/11/2025 | Napatree Capital LLC | 13,688 | $933K | 0.5% | +2.7% | 0.083% | |
| 2/11/2025 | LPL Financial LLC | 41,751 | $2.85M | 0.0% | +91.7% | 0.254% | |
| 2/11/2025 | Symmetry Partners LLC | 17,738 | $1.21M | 0.2% | N/A | 0.108% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 47,265 | $3.24M | 0.0% | -4.7% | 0.288% | |
| 2/10/2025 | Farther Finance Advisors LLC | 11,993 | $818K | 0.0% | +838.4% | 0.073% | |
| 2/6/2025 | Raymond James Financial Inc. | 6,199 | $423K | 0.0% | N/A | 0.038% | |
| 2/6/2025 | Atria Investments Inc | 17,699 | $1.21M | 0.0% | N/A | 0.108% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 4,307 | $294K | 0.1% | -3.9% | 0.026% | |
| 2/4/2025 | Wealthspire Advisors LLC | 5,144 | $351K | 0.0% | N/A | 0.031% | |
| 1/30/2025 | Opes Wealth Management LLC | 6,485 | $442K | 0.1% | +5.9% | 0.039% | |
| 1/29/2025 | Keener Financial Planning LLC | 2,984 | $203K | 0.1% | +13.1% | 0.018% | |
| 1/28/2025 | 17 Capital Partners LLC | 9,561 | $652K | 0.4% | +19.1% | 0.058% | |
| 1/28/2025 | Aurelius Family Office LLC | 317,296 | $21.64M | 10.9% | N/A | 1.932% | |
| 1/27/2025 | Rik Saylor Financial Inc. | 15,020 | $1.02M | 0.9% | N/A | 0.091% | |
| 1/27/2025 | Bleakley Financial Group LLC | 23,734 | $1.62M | 0.0% | +3.3% | 0.145% | |
| 1/27/2025 | Moneywise Inc. | 17,555 | $1.20M | 0.6% | -32.2% | 0.107% | |
| 1/24/2025 | Five Pine Wealth Management | 40,913 | $2.79M | 2.4% | N/A | 0.249% | |
| 1/24/2025 | Destiny Wealth Partners LLC | 13,199 | $900K | 0.1% | +5.4% | 0.080% | |
| 1/23/2025 | Sage Financial Group Inc. | 6,707 | $457K | 0.0% | +14.1% | 0.041% | |
| 1/23/2025 | VanderPol Investments L.L.C. | 18,714 | $1.28M | 2.8% | +6.5% | 0.114% | |
| 1/23/2025 | Applied Capital LLC | 71,374 | $4.87M | 2.5% | +5.1% | 0.435% | |
| 1/22/2025 | Charter Oak Capital Management LLC | 5,967 | $407K | 0.0% | -7.4% | 0.036% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 17,402 | $1.19M | 0.0% | +29.3% | 0.106% | |
| 1/22/2025 | Two West Capital Advisors LLC | 176,230 | $12.02M | 10.3% | -24.1% | 1.073% | |
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| 1/22/2025 | Stonehage Fleming Financial Services Holdings Ltd | 7,039 | $480K | 0.0% | +40.4% | 0.043% | |
| 1/21/2025 | Alpha Financial Advisors LLC | 5,170 | $353K | 0.2% | +8.8% | 0.031% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 7,441 | $507K | 0.0% | -30.4% | 0.045% | |
| 1/15/2025 | Alhambra Investment Management LLC | 41,628 | $2.84M | 1.5% | +45.1% | 0.254% | |
| 1/14/2025 | Professional Financial Advisors LLC | 61,621 | $4.20M | 1.1% | +1.5% | 0.375% | |
| 1/13/2025 | Eagle Bay Advisors LLC | 17,624 | $1.20M | 0.8% | N/A | 0.107% | |
| 1/8/2025 | Private Client Services LLC | 4,011 | $274K | 0.1% | -10.7% | 0.032% | |
| 1/6/2025 | Kings Path Partners LLC | 15,178 | $1.04M | 0.4% | +27.6% | 0.121% | |
| 11/15/2024 | MML Investors Services LLC | 6,690 | $472K | 0.0% | +3.3% | 0.056% | |
| 11/15/2024 | Jane Street Group LLC | 8,081 | $571K | 0.0% | -47.3% | 0.068% | |
| 11/14/2024 | CreativeOne Wealth LLC | 3,916 | $276K | 0.0% | N/A | 0.033% | |
| 11/12/2024 | Nwam LLC | 2,967 | $209K | 0.0% | N/A | 0.025% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 49,603 | $3.50M | 0.0% | +7.7% | 0.418% | |
| 11/2/2024 | 17 Capital Partners LLC | 8,029 | $567K | 0.4% | +16.4% | 0.068% | |
| 10/29/2024 | Opes Wealth Management LLC | 6,125 | $432K | 0.1% | +4.4% | 0.052% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,278 | $90K | 0.0% | N/A | 0.011% | |
| 10/28/2024 | Sensible Financial Planning & Management LLC. | 14,227 | $1.01M | 0.2% | +13.6% | 0.120% | |
| 10/25/2024 | Valmark Advisers Inc. | 6,165 | $435K | 0.0% | +6.0% | 0.052% | |
| 10/24/2024 | Inscription Capital LLC | 8,524 | $602K | 0.1% | -7.9% | 0.072% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 123,458 | $8.72M | 0.0% | +14.9% | 1.041% | |
| 10/22/2024 | International Assets Investment Management LLC | 39,574 | $2.79M | 0.0% | +39,474.0% | 0.334% | |
| 10/21/2024 | Moneywise Inc. | 25,880 | $1.83M | 0.9% | -52.7% | 0.218% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 13,456 | $950K | 0.0% | +14.6% | 0.113% | |
| 10/19/2024 | Keener Financial Planning LLC | 2,638 | $186K | 0.1% | -9.6% | 0.022% | |
| 10/16/2024 | Bleakley Financial Group LLC | 22,972 | $1.62M | 0.0% | +1.2% | 0.194% | |
| 10/10/2024 | Professional Financial Advisors LLC | 60,736 | $4.29M | 1.1% | +7.8% | 0.512% | |
| 10/10/2024 | Kings Path Partners LLC | 11,898 | $840K | 0.4% | +6.0% | 0.100% | |
| 10/10/2024 | Octavia Wealth Advisors LLC | 3,127 | $221K | 0.0% | -95.5% | 0.026% | |
| 10/8/2024 | Kure Advisory LLC | 84,974 | $6M | 5.4% | +1.4% | 0.716% | |
| 10/3/2024 | Private Client Services LLC | 4,492 | $317K | 0.2% | +46.4% | 0.039% | |
| 8/16/2024 | Creative Planning | 13,001 | $884K | 0.0% | +20.6% | 0.109% | |
| 8/14/2024 | American Investment Services Inc. | 7,979 | $543K | 0.1% | +4.4% | 0.067% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 46,045 | $3.13M | 0.0% | +17.0% | 0.384% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,297 | $88K | 0.0% | +15.5% | 0.011% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 58,203 | $3.96M | 0.0% | +10.2% | 0.486% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 367,158 | $24.97M | 0.0% | +48.5% | 3.065% | |
| 8/6/2024 | Opes Wealth Management LLC | 5,865 | $399K | 0.1% | -30.7% | 0.049% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 11,738 | $798K | 0.0% | +40.3% | 0.098% | |
| 8/2/2024 | Fortis Capital Advisors LLC | 5,012 | $341K | 0.1% | -22.9% | 0.042% | |
| 8/2/2024 | Octavia Wealth Advisors LLC | 69,039 | $4.70M | 0.6% | +2.3% | 0.576% | |
| 8/1/2024 | Valmark Advisers Inc. | 5,815 | $395K | 0.0% | +85.1% | 0.049% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 11,077 | $753K | 0.0% | +6.5% | 0.092% | |
| 7/30/2024 | Kings Path Partners LLC | 11,220 | $763K | 0.4% | N/A | 0.094% | |
| 7/29/2024 | Private Client Services LLC | 3,069 | $209K | 0.1% | N/A | 0.026% | |
| 7/27/2024 | Evolution Advisers Inc. | 1,374 | $93K | 0.1% | +38.0% | 0.011% | |
| 7/25/2024 | Destiny Wealth Partners LLC | 11,235 | $764K | 0.1% | +3.7% | 0.094% | |
| 7/24/2024 | Charter Oak Capital Management LLC | 7,317 | $498K | 0.1% | -12.3% | 0.061% | |
| 7/23/2024 | Alpha Financial Advisors LLC | 4,736 | $322K | 0.2% | -3.3% | 0.040% | |
| 7/20/2024 | Continuum Advisory LLC | 787 | $54K | 0.0% | N/A | 0.007% | |
| 7/19/2024 | Sensible Financial Planning & Management LLC. | 12,522 | $851K | 0.2% | -47.0% | 0.105% | |
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| 7/18/2024 | 17 Capital Partners LLC | 6,895 | $469K | 0.3% | N/A | 0.058% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,168 | $487K | 0.0% | +77.7% | 0.060% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 107,430 | $7.31M | 0.0% | +9.9% | 0.897% | |
| 7/16/2024 | Kure Advisory LLC | 83,830 | $5.70M | 4.7% | +3.7% | 0.700% | |
| 7/16/2024 | Alhambra Investment Management LLC | 11,134 | $757K | 0.4% | +12.1% | 0.093% | |
| 7/11/2024 | VanderPol Investments L.L.C. | 17,833 | $1.21M | 3.7% | -2.8% | 0.149% | |
| 7/10/2024 | Simplicity Wealth LLC | 22,700 | $1.54M | 0.0% | -10.6% | 0.189% | |
| 7/10/2024 | Apella Capital LLC | 19,604 | $1.34M | 0.1% | -10.9% | 0.164% | |
| 5/14/2024 | CreativeOne Wealth LLC | 16,597 | $1.14M | 0.0% | N/A | 0.146% | |
| 5/9/2024 | Kure Advisory LLC | 80,805 | $5.54M | 4.7% | +3.9% | 0.708% | |
