| 2/17/2025 | Focus Partners Wealth | 8,231 | $287K | 0.0% | -13.1% | 0.127% | |
| 2/17/2025 | Cetera Investment Advisers | 11,712 | $409K | 0.0% | -9.4% | 0.180% | |
| 2/17/2025 | Citadel Advisors LLC | 17,596 | $614K | 0.0% | N/A | 0.271% | |
| 2/17/2025 | Bank of America Corp DE | 709,647 | $24.77M | 0.0% | +1.2% | 10.934% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,836 | $448K | 0.0% | -12.5% | 0.198% | |
| 2/14/2025 | Jane Street Group LLC | 25,519 | $891K | 0.0% | -63.8% | 0.393% | |
| 2/14/2025 | Lido Advisors LLC | 82,016 | $2.88M | 0.0% | -11.4% | 1.264% | |
| 2/14/2025 | Susquehanna International Group LLP | 62,219 | $2.17M | 0.0% | -22.2% | 0.959% | |
| 2/13/2025 | Resurgent Financial Advisors LLC | 6,056 | $211K | 0.1% | -7.7% | 0.093% | |
| 2/13/2025 | Mariner LLC | 21,499 | $750K | 0.0% | +2.6% | 0.331% | |
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| 2/13/2025 | Family Office Research LLC | 42,258 | $1.48M | 0.6% | N/A | 0.651% | |
| 2/13/2025 | Raymond James Financial Inc. | 67,826 | $2.37M | 0.0% | N/A | 1.045% | |
| 2/13/2025 | Advisory Services Network LLC | 6,120 | $214K | 0.0% | +4.8% | 0.094% | |
| 2/13/2025 | Wells Fargo & Company MN | 41,837 | $1.46M | 0.0% | -11.8% | 0.645% | |
| 2/12/2025 | Summit Financial LLC | 9,190 | $322K | 0.0% | N/A | 0.142% | |
| 2/11/2025 | Modern Wealth Management LLC | 620,872 | $22.42M | 0.8% | N/A | 9.567% | |
| 2/11/2025 | LPL Financial LLC | 157,966 | $5.51M | 0.0% | -7.1% | 2.434% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 354,273 | $12.36M | 1.2% | -3.7% | 5.459% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,606 | $56K | 0.0% | -60.0% | 0.025% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,441 | $609K | 0.0% | -13.0% | 0.269% | |
| 2/7/2025 | HighTower Advisors LLC | 23,560 | $822K | 0.0% | +7.4% | 0.363% | |
| 2/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,855 | $868K | 0.0% | -3.6% | 0.383% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 469,527 | $16.39M | 0.0% | -9.4% | 7.235% | |
| 2/6/2025 | Raymond James Financial Inc. | 67,826 | $2.37M | 0.0% | N/A | 1.045% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,864 | $415K | 0.0% | +96.2% | 0.181% | |
| 1/31/2025 | Truist Financial Corp | 25,622 | $894K | 0.0% | -16.7% | 0.392% | |
| 1/31/2025 | Macroview Investment Management LLC | 5,788 | $202K | 0.2% | -16.0% | 0.089% | |
| 1/30/2025 | Principal Securities Inc. | 155,144 | $5.42M | 0.1% | -9.5% | 2.372% | |
| 1/28/2025 | Apollon Wealth Management LLC | 17,450 | $609K | 0.0% | N/A | 0.267% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 77,000 | $2.69M | 0.0% | +15.9% | 1.177% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 15,613 | $545K | 0.0% | -12.5% | 0.239% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 60,900 | $2.13M | 0.1% | +3.3% | 0.927% | |
| 1/14/2025 | Armstrong Advisory Group Inc. | 6,726 | $235K | 0.0% | -23.5% | 0.102% | |
| 1/13/2025 | Fiduciary Alliance LLC | 6,011 | $210K | 0.0% | -7.7% | 0.091% | |
| 1/10/2025 | Highline Wealth Partners LLC | 1,216 | $42K | 0.0% | -42.1% | 0.018% | |
| 11/15/2024 | MML Investors Services LLC | 9,206 | $320K | 0.0% | -46.4% | 0.136% | |
| 11/15/2024 | Jane Street Group LLC | 70,588 | $2.45M | 0.0% | -8.5% | 1.041% | |
| 11/15/2024 | Resurgent Financial Advisors LLC | 6,559 | $228K | 0.1% | -13.8% | 0.097% | |
| 11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 25,777 | $907K | 0.0% | +4.9% | 0.380% | |
| 11/13/2024 | Glenmede Trust Co. NA | 6,793 | $236K | 0.0% | -21.4% | 0.100% | |
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| 11/13/2024 | Prosperity Financial Group Inc. | 10,763 | $374K | 0.2% | -11.0% | 0.159% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 518,505 | $18.01M | 0.0% | -14.8% | 7.648% | |
| 11/5/2024 | Apollon Financial LLC | 14,552 | $506K | 0.1% | N/A | 0.215% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 4,018 | $140K | 0.0% | -27.7% | 0.058% | |
| 10/28/2024 | Principal Securities Inc. | 171,518 | $5.96M | 0.1% | -1.8% | 2.471% | |
| 10/25/2024 | Highline Wealth Partners LLC | 2,101 | $73K | 0.0% | N/A | 0.030% | |
| 10/24/2024 | Smithbridge Asset Management Inc. DE | 24,181 | $840K | 0.1% | -4.9% | 0.348% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 66,460 | $2.33M | 0.0% | +119.3% | 0.958% | |
| 10/23/2024 | Values First Advisors Inc. | 1,302 | $45K | 0.0% | N/A | 0.019% | |
| 10/22/2024 | Macroview Investment Management LLC | 6,887 | $239K | 0.2% | -8.7% | 0.099% | |
| 10/11/2024 | Fiduciary Alliance LLC | 6,514 | $226K | 0.0% | -13.9% | 0.093% | |
| 10/9/2024 | Patten Group Inc. | 9,251 | $321K | 0.1% | -35.7% | 0.132% | |
| 8/21/2024 | Truist Financial Corp | 27,204 | $977K | 0.0% | +3.0% | 0.369% | |
| 8/15/2024 | Prairie Wealth Advisors Inc. | 7,073 | $254K | 0.1% | -20.8% | 0.096% | |
| 8/6/2024 | Clearwater Capital Advisors LLC | 362,333 | $13.01M | 1.4% | -3.0% | 4.910% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 20,970 | $753K | 0.0% | +5.7% | 0.284% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,400 | $50K | 0.0% | N/A | 0.019% | |
| 7/29/2024 | Great Diamond Partners LLC | 47,170 | $1.69M | 0.4% | -1.1% | 0.639% | |
| 7/29/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 24,567 | $877K | 0.0% | -1.4% | 0.333% | |
| 7/26/2024 | Crew Capital Management Ltd. | 8,795 | $316K | 0.3% | +20.6% | 0.119% | |
| 7/26/2024 | Patten Group Inc. | 14,382 | $516K | 0.1% | -23.6% | 0.195% | |
| 7/23/2024 | Macroview Investment Management LLC | 7,546 | $271K | 0.3% | -43.6% | 0.102% | |
| 7/19/2024 | Smithbridge Asset Management Inc. DE | 25,419 | $913K | 0.2% | -4.2% | 0.344% | |
| 7/19/2024 | Raymond James & Associates | 42,157 | $1.51M | 0.0% | +17.0% | 0.571% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 6,979 | $251K | 0.0% | -4.9% | 0.095% | |
| 7/16/2024 | Insight Advisors LLC PA | 14,544 | $522K | 0.1% | -32.2% | 0.197% | |
| 7/16/2024 | Sequoia Financial Advisors LLC | 6,171 | $222K | 0.0% | -17.0% | 0.084% | |
| 7/10/2024 | CWM LLC | 1,070 | $38K | 0.0% | +133.6% | 0.014% | |
| 7/10/2024 | Fiduciary Alliance LLC | 7,564 | $273K | 0.0% | +21.8% | 0.101% | |
| 5/24/2024 | Cetera Advisors LLC | 5,644 | $204K | 0.0% | N/A | 0.072% | |
| 5/14/2024 | CreativeOne Wealth LLC | 28,741 | $1.04M | 0.0% | +10.0% | 0.365% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 6,254 | $227K | 0.1% | +125.5% | 0.079% | |
| 5/10/2024 | Banco Santander S.A. | 6,170 | $224K | 0.0% | -27.0% | 0.078% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 373,440 | $13.53M | 1.4% | -0.9% | 4.745% | |
| 5/8/2024 | Great Diamond Partners LLC | 47,716 | $1.73M | 0.4% | +1.7% | 0.606% | |
| 5/7/2024 | Insight Advisors LLC PA | 21,461 | $778K | 0.1% | -29.5% | 0.273% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 22,997 | $833K | 0.0% | -59.6% | 0.292% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 7,434 | $269K | 0.0% | -17.8% | 0.094% | |
| 4/30/2024 | Macroview Investment Management LLC | 13,377 | $485K | 0.5% | -17.5% | 0.170% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,840 | $719K | 0.0% | +8.9% | 0.252% | |
| 4/29/2024 | Crew Capital Management Ltd. | 7,295 | $264K | 0.2% | -12.3% | 0.093% | |
| 4/17/2024 | Fiduciary Alliance LLC | 6,209 | $223K | 0.0% | N/A | 0.079% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 55,913 | $2.03M | 0.1% | -6.8% | 0.710% | |
| 4/15/2024 | CIC Wealth LLC | 18,935 | $686K | 0.2% | -12.6% | 0.241% | |
| 4/12/2024 | Global Assets Advisory LLC | 25,179 | $912K | 0.0% | N/A | 0.320% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 888,568 | $31.38M | 0.0% | -2.1% | 10.654% | |
| 2/20/2024 | Voisard Asset Management Group Inc. | 2,009 | $71K | 0.0% | N/A | 0.024% | |
| 2/12/2024 | Tradition Wealth Management LLC | 2,900 | $102K | 0.0% | -19.4% | 0.035% | |
| 2/9/2024 | Assetmark Inc. | 11,240 | $397K | 0.0% | +98.3% | 0.135% | |
| 2/9/2024 | CreativeOne Wealth LLC | 26,117 | $922K | 0.1% | -38.6% | 0.313% | |
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| 2/9/2024 | UBS Group AG | 170,505 | $6.02M | 0.0% | -2.2% | 2.044% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 888,568 | $31.38M | 0.0% | -2.1% | 10.654% | |
| 2/7/2024 | Great Diamond Partners LLC | 46,897 | $1.66M | 0.4% | +22.1% | 0.562% | |
| 2/7/2024 | Principal Securities Inc. | 169,130 | $5.97M | 0.2% | N/A | 2.028% | |
| 2/7/2024 | Clearwater Capital Advisors LLC | 376,730 | $13.30M | 1.5% | -3.0% | 4.517% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 59,996 | $2.12M | 0.1% | +3.0% | 0.719% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 7,120 | $251K | 0.0% | N/A | 0.085% | |
| 2/5/2024 | Crew Capital Management Ltd. | 8,315 | $294K | 0.3% | -15.7% | 0.100% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 11,472 | $407K | 0.0% | -9.1% | 0.137% | |
| 1/30/2024 | Macroview Investment Management LLC | 16,208 | $572K | 0.7% | -8.7% | 0.193% | |
