| 3/14/2025 | Tableaux LLC | 35,851 | $1.88M | 1.6% | N/A | 0.266% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 141,211 | $7.39M | 3.8% | N/A | 1.046% | |
| 2/18/2025 | Elequin Capital LP | 18,511 | $968K | 0.1% | N/A | 0.137% | |
| 2/18/2025 | Note Advisors LLC | 17,070 | $893K | 0.8% | N/A | 0.126% | |
| 2/17/2025 | Clarity Asset Management Inc. | 1,710 | $89K | 0.1% | N/A | 0.013% | |
| 2/17/2025 | Citadel Advisors LLC | 85,099 | $4.45M | 0.0% | +153.4% | 0.630% | |
| 2/17/2025 | Bank of America Corp DE | 143,625 | $7.51M | 0.0% | +16.6% | 1.064% | |
| 2/14/2025 | Jane Street Group LLC | 84,809 | $4.44M | 0.0% | -35.3% | 0.628% | |
| 2/14/2025 | Betterment LLC | 63,855 | $3.34M | 0.0% | +2.1% | 0.473% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 89,145 | $4.66M | 0.1% | +36.8% | 0.660% | |
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| 2/14/2025 | GeoWealth Management LLC | 291,681 | $15.26M | 0.5% | +40,131.9% | 2.161% | |
| 2/13/2025 | Verisail Partners LLC | 370,423 | $19.38M | 9.1% | N/A | 2.744% | |
| 2/13/2025 | CreativeOne Wealth LLC | 10,755 | $563K | 0.0% | +27.7% | 0.080% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 166,747 | $8.72M | 0.0% | +8.3% | 1.235% | |
| 2/12/2025 | Grand Wealth Management LLC | 527 | $28K | 0.0% | N/A | 0.004% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 53,672 | $2.81M | 0.0% | +27.8% | 0.398% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 4,420 | $231K | 0.0% | N/A | 0.033% | |
| 2/11/2025 | Millstone Evans Group LLC | 11,621 | $608K | 0.4% | N/A | 0.086% | |
| 2/11/2025 | SageOak Financial LLC | 153,078 | $8.01M | 7.3% | N/A | 1.134% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 4,197 | $220K | 0.0% | N/A | 0.031% | |
| 2/10/2025 | Yardley Wealth Management LLC | 219,254 | $11.53M | 5.6% | +21.9% | 1.624% | |
| 2/10/2025 | United Wealth Management LLC | 576,800 | $30.18M | 10.2% | N/A | 4.273% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 118,367 | $6.19M | 0.0% | +20.9% | 0.877% | |
| 2/10/2025 | Farther Finance Advisors LLC | 17,755 | $929K | 0.0% | +71.7% | 0.132% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 21,038 | $1.10M | 0.1% | +14.6% | 0.156% | |
| 2/7/2025 | HighTower Advisors LLC | 403,426 | $21.11M | 0.0% | +4.0% | 2.988% | |
| 2/7/2025 | Sowell Financial Services LLC | 24,760 | $1.30M | 0.1% | +21.9% | 0.183% | |
| 2/7/2025 | Babb Wealth Advisors LLC | 144,249 | $7.55M | 6.1% | N/A | 1.069% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 185,619 | $9.71M | 0.3% | +1.3% | 1.375% | |
| 2/6/2025 | Assetmark Inc. | 265,851 | $13.91M | 0.0% | -1.6% | 1.969% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 19,901 | $1.04M | 0.1% | +8.5% | 0.147% | |
| 2/4/2025 | IFP Advisors Inc | 11,521 | $603K | 0.0% | +13.7% | 0.085% | |
| 2/3/2025 | Private Advisor Group LLC | 61,748 | $3.23M | 0.0% | +1,139.9% | 0.464% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 149,220 | $7.81M | 0.3% | +64.4% | 1.122% | |
| 1/31/2025 | Kestra Investment Management LLC | 5,477 | $287K | 0.0% | N/A | 0.041% | |
| 1/31/2025 | Truist Financial Corp | 56,512 | $2.96M | 0.0% | +11.6% | 0.425% | |
| 1/30/2025 | Copperleaf Capital LLC | 21,971 | $1.15M | 0.7% | +31.6% | 0.165% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 5,561 | $291K | 0.1% | +16.3% | 0.042% | |
| 1/29/2025 | PrairieView Partners LLC | 797,937 | $41.75M | 4.4% | +504.1% | 6.091% | |
| 1/29/2025 | Vested Financial Planning LLC | 43,288 | $2.27M | 2.1% | N/A | 0.330% | |
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| 1/27/2025 | Silver Oak Securities Incorporated | 4,196 | $220K | 0.0% | N/A | 0.032% | |
| 1/24/2025 | Vantage Point Financial LLC | 76,124 | $3.98M | 2.1% | N/A | 0.595% | |
| 1/24/2025 | Wealthspan Partners LLC | 24,157 | $1.26M | 0.6% | +27.5% | 0.189% | |
| 1/23/2025 | DiNuzzo Private Wealth Inc. | 107,307 | $5.61M | 0.7% | +7.9% | 0.838% | |
| 1/23/2025 | Planning Center Inc. | 1,179,388 | $61.71M | 7.8% | +2.0% | 9.214% | |
| 1/23/2025 | RCS Financial Planning LLC | 7,365 | $385K | 0.2% | +5.0% | 0.058% | |
| 1/22/2025 | TRU Independence Asset Management 2 LLC | 55,189 | $2.89M | 2.4% | +272.1% | 0.431% | |
| 1/22/2025 | Mattern Wealth Management LLC | 281,234 | $14.71M | 3.2% | +4.6% | 2.197% | |
| 1/21/2025 | KFG Wealth Management LLC | 5,295 | $277K | 0.1% | -10.0% | 0.041% | |
| 1/21/2025 | Alpha Financial Advisors LLC | 534,795 | $27.98M | 12.7% | +2.7% | 4.178% | |
| 1/21/2025 | Stewardship Advisors LLC | 10,269 | $537K | 0.1% | +26.0% | 0.080% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 6,324 | $331K | 0.0% | N/A | 0.049% | |
| 1/21/2025 | RFG Advisory LLC | 11,479 | $601K | 0.0% | -44.2% | 0.090% | |
| 1/17/2025 | Aspire Private Capital LLC | 6,247 | $327K | 0.1% | +7.8% | 0.050% | |
| 1/16/2025 | Lam Group Inc. | 63,480 | $3.32M | 2.4% | +33.8% | 0.504% | |
| 1/14/2025 | Apella Capital LLC | 327,261 | $17.12M | 0.7% | N/A | 2.597% | |
| 1/14/2025 | Park Avenue Securities LLC | 89,530 | $4.68M | 0.0% | +1.1% | 0.711% | |
| 1/7/2025 | Strathmore Capital Advisors Inc. | 166,314 | $8.70M | 6.3% | N/A | 1.341% | |
| 11/20/2024 | Virtu Financial LLC | 19,452 | $1.05M | 0.1% | N/A | 0.177% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 41,981 | $2.27M | 0.0% | -2.6% | 0.382% | |
| 11/15/2024 | Jane Street Group LLC | 131,094 | $7.09M | 0.0% | +57.8% | 1.192% | |
| 11/15/2024 | HighTower Advisors LLC | 387,784 | $20.97M | 0.0% | +3.1% | 3.525% | |
| 11/15/2024 | Hill Investment Group Partners LLC | 797,600 | $41.77M | 5.8% | -0.5% | 7.251% | |
| 11/14/2024 | CreativeOne Wealth LLC | 8,422 | $456K | 0.0% | +85.7% | 0.077% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 5,415 | $293K | 0.1% | N/A | 0.049% | |
| 11/8/2024 | Yardley Wealth Management LLC | 179,936 | $9.74M | 5.8% | N/A | 1.636% | |
| 11/7/2024 | Phillips Financial Management LLC | 1,385 | $75K | 0.0% | -81.2% | 0.013% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 65,146 | $3.53M | 0.0% | +33.3% | 0.592% | |
| 11/4/2024 | TRU Independence Asset Management 2 LLC | 14,830 | $802K | 0.7% | N/A | 0.135% | |
| 11/1/2024 | Assetmark Inc. | 270,188 | $14.62M | 0.0% | -2.4% | 2.525% | |
| 10/29/2024 | Farther Finance Advisors LLC | 10,339 | $559K | 0.0% | +15.7% | 0.097% | |
| 10/22/2024 | Private Advisor Group LLC | 4,980 | $269K | 0.0% | N/A | 0.050% | |
| 10/22/2024 | RCS Financial Planning LLC | 7,012 | $379K | 0.2% | -17.0% | 0.071% | |
| 10/21/2024 | Mattern Wealth Management LLC | 268,835 | $14.55M | 3.2% | +189.9% | 2.716% | |
| 10/21/2024 | Stewardship Advisors LLC | 8,153 | $441K | 0.1% | N/A | 0.086% | |
| 10/18/2024 | Lam Group Inc. | 47,445 | $2.57M | 1.8% | +83.1% | 0.499% | |
| 10/18/2024 | Alpha Financial Advisors LLC | 520,851 | $28.18M | 12.5% | +4.7% | 5.483% | |
| 10/17/2024 | DiNuzzo Private Wealth Inc. | 99,478 | $5.38M | 0.7% | +8.2% | 1.058% | |
| 10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 11,889 | $646K | 0.4% | -15.2% | 0.126% | |
| 10/9/2024 | BWM Planning LLC | 17,628 | $954K | 0.4% | N/A | 0.192% | |
| 10/9/2024 | LifePro Asset Management | 58,833 | $3.18M | 1.9% | +19.1% | 0.639% | |
| 10/8/2024 | CWM LLC | 1,923 | $104K | 0.0% | N/A | 0.021% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 90,776 | $4.91M | 0.4% | N/A | 0.987% | |
| 10/3/2024 | Park Avenue Securities LLC | 88,534 | $4.79M | 0.1% | N/A | 0.962% | |
| 8/21/2024 | Truist Financial Corp | 42,417 | $2.23M | 0.0% | +31.2% | 0.537% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 16,989 | $906K | 0.1% | +11.8% | 0.215% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 145,767 | $7.66M | 0.0% | +218.8% | 1.845% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,939 | $102K | 0.0% | N/A | 0.025% | |
| 8/5/2024 | Hill Investment Group Partners LLC | 801,874 | $42.32M | 5.7% | +31.5% | 10.150% | |
| 8/2/2024 | Founders Financial Securities LLC | 7,652 | $402K | 0.0% | +15.0% | 0.098% | |
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| 7/31/2024 | Farther Finance Advisors LLC | 8,939 | $468K | 0.0% | -2.9% | 0.115% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 68,892 | $3.62M | 0.0% | +619.5% | 0.883% | |
| 7/30/2024 | DiNuzzo Private Wealth Inc. | 91,960 | $4.83M | 0.7% | +1.1% | 1.179% | |
| 7/23/2024 | Alpha Financial Advisors LLC | 497,379 | $26.13M | 12.6% | +0.1% | 6.459% | |
| 7/22/2024 | RCS Financial Planning LLC | 8,450 | $444K | 0.3% | -14.0% | 0.110% | |
| 7/19/2024 | KFG Wealth Management LLC | 5,002 | $263K | 0.1% | +22.4% | 0.069% | |
| 7/17/2024 | Mattern Wealth Management LLC | 92,745 | $4.87M | 1.2% | +22.7% | 1.270% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 13,462 | $707K | 0.0% | N/A | 0.184% | |
| 7/15/2024 | RFG Advisory LLC | 19,659 | $1.03M | 0.0% | +24.3% | 0.269% | |
| 7/10/2024 | LifePro Asset Management | 49,410 | $2.60M | 1.9% | +16.9% | 0.686% | |
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