| 2/18/2025 | Novem Group | 15,957 | $733K | 0.1% | N/A | 0.032% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 4,123 | $189K | 0.1% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 513,320 | $23.59M | 0.0% | +9.5% | 1.013% | |
| 2/17/2025 | Bank of America Corp DE | 833,549 | $38.31M | 0.0% | +54.2% | 1.646% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 182,201 | $8.37M | 0.1% | N/A | 0.360% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 19,342 | $889K | 0.0% | +103.2% | 0.038% | |
| 2/14/2025 | Jane Street Group LLC | 110,854 | $5.10M | 0.0% | +200.2% | 0.219% | |
| 2/14/2025 | Comerica Bank | 9,324 | $429K | 0.0% | +16.0% | 0.018% | |
| 2/14/2025 | Betterment LLC | 6,675 | $307K | 0.0% | -52.9% | 0.013% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 29,523 | $1.36M | 0.0% | +58.1% | 0.058% | |
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| 2/14/2025 | Susquehanna International Group LLP | 41,159 | $1.89M | 0.0% | N/A | 0.081% | |
| 2/14/2025 | Stifel Financial Corp | 38,979 | $1.79M | 0.0% | -38.8% | 0.077% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 536 | $25K | 0.0% | N/A | 0.001% | |
| 2/14/2025 | MML Investors Services LLC | 25,551 | $1.17M | 0.0% | +4.5% | 0.050% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 32,162 | $1.48M | 0.1% | -2.6% | 0.063% | |
| 2/13/2025 | Keystone Financial Group | 9,267 | $426K | 0.0% | N/A | 0.018% | |
| 2/13/2025 | Raymond James Financial Inc. | 783,160 | $35.99M | 0.0% | N/A | 1.546% | |
| 2/13/2025 | Advisory Services Network LLC | 28,599 | $1.31M | 0.0% | -28.1% | 0.056% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 41,526 | $1.91M | 0.0% | -87.1% | 0.082% | |
| 2/13/2025 | Wells Fargo & Company MN | 498,140 | $22.90M | 0.0% | +184.2% | 0.983% | |
| 2/12/2025 | Nicolet Advisory Services LLC | 352,656 | $16.05M | 1.5% | +2.7% | 0.696% | |
| 2/12/2025 | Private Portfolio Partners LLC | 7,238 | $333K | 0.1% | -6.8% | 0.014% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 3,661 | $167K | 0.0% | -16.3% | 0.007% | |
| 2/12/2025 | WealthTrak Capital Management LLC | 2,661 | $122K | 0.1% | N/A | 0.005% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 1,543,057 | $70.92M | 0.7% | -1.9% | 3.047% | |
| 2/12/2025 | JPMorgan Chase & Co. | 114,060 | $5.24M | 0.0% | +6.4% | 0.225% | |
| 2/11/2025 | LPL Financial LLC | 1,253,462 | $57.61M | 0.0% | +108.3% | 2.475% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 37,086 | $1.73M | 0.0% | +27.9% | 0.073% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 182,393 | $8.38M | 0.7% | +1.9% | 0.360% | |
| 2/10/2025 | Harbour Investments Inc. | 77,281 | $3.55M | 0.1% | +11.9% | 0.153% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 54,838 | $2.52M | 0.0% | -0.9% | 0.108% | |
| 2/7/2025 | Horan Securities Inc. | 20,358 | $936K | 0.4% | +76.1% | 0.040% | |
| 2/7/2025 | Axis Wealth Partners LLC | 44,968 | $2.07M | 1.7% | N/A | 0.089% | |
| 2/7/2025 | Personal CFO Solutions LLC | 126,175 | $5.80M | 1.1% | -0.8% | 0.249% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,794 | $312K | 0.0% | -13.6% | 0.013% | |
| 2/6/2025 | Raymond James Financial Inc. | 783,160 | $35.99M | 0.0% | N/A | 1.546% | |
| 2/6/2025 | Victory Capital Management Inc. | 18,295,671 | $840.87M | 0.8% | +0.0% | 36.122% | |
| 2/6/2025 | Horan Capital Advisors LLC. | 335,231 | $15.41M | 5.2% | +57.6% | 0.662% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 6,451,374 | $296.51M | 0.1% | -1.8% | 12.737% | |
| 2/6/2025 | Financial Services Advisory Inc | 173,667 | $7.98M | 1.9% | -18.2% | 0.343% | |
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| 2/6/2025 | Planning Directions Inc. | 216,995 | $9.97M | 5.8% | +29.7% | 0.428% | |
| 2/5/2025 | NewEdge Wealth LLC | 43,169 | $1.98M | 0.0% | +1.1% | 0.085% | |
| 2/5/2025 | Fjell Capital LLC | 92,381 | $4.25M | 4.4% | N/A | 0.182% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 278,998 | $12.82M | 0.8% | +87.1% | 0.551% | |
| 2/3/2025 | Sigma Planning Corp | 19,847 | $912K | 0.0% | +34.6% | 0.039% | |
| 2/3/2025 | Private Advisor Group LLC | 153,967 | $7.08M | 0.0% | +9.5% | 0.304% | |
| 1/31/2025 | Global Retirement Partners LLC | 739 | $34K | 0.0% | N/A | 0.001% | |
| 1/31/2025 | Truist Financial Corp | 226,520 | $10.41M | 0.0% | +5.2% | 0.448% | |
| 1/31/2025 | Sanctuary Advisors LLC | 14,144 | $654K | 0.0% | +26.0% | 0.028% | |
| 1/31/2025 | Pathway Financial Advisors LLC | 140,353 | $6.45M | 1.5% | -0.4% | 0.277% | |
| 1/30/2025 | Valmark Advisers Inc. | 32,304 | $1.49M | 0.0% | +4.1% | 0.064% | |
| 1/30/2025 | Allworth Financial LP | 517,352 | $23.78M | 0.1% | +15.4% | 1.022% | |
| 1/30/2025 | Newman Dignan & Sheerar Inc. | 353,733 | $16.26M | 4.2% | +2.0% | 0.699% | |
| 1/30/2025 | Klingenstein Fields & Co. LP | 11,545 | $531K | 0.0% | +3.3% | 0.023% | |
| 1/30/2025 | Bogart Wealth LLC | 1,760,244 | $80.90M | 3.8% | +36.9% | 3.479% | |
| 1/29/2025 | Marks Group Wealth Management Inc | 10,676 | $491K | 0.0% | +17.4% | 0.021% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 109,424 | $5.03M | 0.2% | +10.6% | 0.216% | |
| 1/29/2025 | Atlantic Edge Private Wealth Management LLC | 252,423 | $11.60M | 3.6% | +2.4% | 0.499% | |
| 1/29/2025 | Focus Financial Network Inc. | 25,131 | $1.16M | 0.0% | +11.9% | 0.050% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 31,868 | $1.47M | 0.0% | N/A | 0.063% | |
| 1/28/2025 | Alliance Wealth Advisors LLC | 494,614 | $22.73M | 12.7% | -0.1% | 0.977% | |
| 1/27/2025 | Sargent Investment Group LLC | 271,886 | $12.35M | 2.0% | +98.9% | 0.537% | |
| 1/27/2025 | James J. Burns & Company LLC | 72,330 | $3.32M | 0.6% | +3.2% | 0.143% | |
| 1/27/2025 | Sloy Dahl & Holst LLC | 87,231 | $4.01M | 0.5% | +17.7% | 0.172% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 9,836 | $452K | 0.1% | +61.3% | 0.019% | |
| 1/23/2025 | Fortune Financial Advisors LLC | 4,604 | $212K | 0.2% | N/A | 0.009% | |
| 1/23/2025 | Cyr Financial Inc. | 163,978 | $7.54M | 6.9% | +12.5% | 0.316% | |
| 1/23/2025 | Strategic Planning Group LLC | 29,609 | $1.36M | 0.3% | +29.0% | 0.057% | |
| 1/23/2025 | Ferguson Shapiro LLC | 22,191 | $1.02M | 0.4% | +424.2% | 0.043% | |
| 1/23/2025 | Allen Capital Group LLC | 545,854 | $25.09M | 3.0% | +6.8% | 1.051% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 31,118 | $1.43M | 0.2% | -78.1% | 0.060% | |
| 1/22/2025 | Perigon Wealth Management LLC | 5,360 | $246K | 0.0% | N/A | 0.010% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 26,792 | $1.23M | 0.0% | +15.5% | 0.052% | |
| 1/21/2025 | Avaii Wealth Management LLC | 8,432 | $388K | 0.2% | +20.8% | 0.016% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 6,790 | $312K | 0.0% | +33.0% | 0.013% | |
| 1/21/2025 | Toth Financial Advisory Corp | 133,914 | $6.16M | 0.7% | +24.9% | 0.258% | |
| 1/21/2025 | Fifth Third Bancorp | 2,360 | $108K | 0.0% | +116.5% | 0.005% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 16,168 | $743K | 0.1% | +6.4% | 0.031% | |
| 1/17/2025 | Goldstein Advisors LLC | 9,319 | $428K | 0.1% | -3.6% | 0.018% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,224 | $1.30M | 0.0% | +3.2% | 0.054% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 39,996 | $1.84M | 0.1% | +2.2% | 0.077% | |
| 1/15/2025 | Riversedge Advisors LLC | 695,989 | $31.99M | 7.2% | +4.6% | 1.345% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 5,342 | $246K | 0.0% | N/A | 0.010% | |
| 1/14/2025 | Smith Thornton Advisors LLC | 135,689 | $6.24M | 3.9% | +0.4% | 0.262% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 19,481 | $895K | 0.1% | -41.1% | 0.038% | |
| 1/13/2025 | Pinnacle Wealth Management Group Inc. | 161,281 | $7.41M | 4.6% | +8.7% | 0.312% | |
| 1/13/2025 | AdvisorNet Financial Inc | 124,182 | $5.71M | 0.5% | +7.4% | 0.240% | |
| 1/13/2025 | Envision Financial LLC | 120,876 | $5.56M | 4.5% | N/A | 0.234% | |
| 1/13/2025 | Brookstone Capital Management | 20,358 | $936K | 0.0% | +13.8% | 0.039% | |
| 12/26/2024 | JPMorgan Chase & Co. | 107,231 | $5.14M | 0.0% | +18.2% | 0.214% | |
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| 11/25/2024 | Sanctuary Advisors LLC | 11,221 | $520K | 0.0% | N/A | 0.022% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 149,111 | $7.15M | 0.4% | +37.0% | 0.298% | |
| 11/18/2024 | Fortem Financial Group LLC | 4,517 | $216K | 0.1% | -92.4% | 0.009% | |
| 11/15/2024 | MML Investors Services LLC | 24,451 | $1.17M | 0.0% | +4.5% | 0.049% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 1,572,636 | $75.38M | 1.7% | -4.3% | 3.145% | |
| 11/15/2024 | United Services Automobile Association | 2,154,495 | $103.27M | 2.6% | -6.5% | 4.309% | |
| 11/15/2024 | Jane Street Group LLC | 36,932 | $1.77M | 0.0% | -94.6% | 0.074% | |
| 11/15/2024 | Stifel Financial Corp | 63,738 | $3.06M | 0.0% | +17.9% | 0.127% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 18,670 | $895K | 0.0% | +16.4% | 0.037% | |
| 11/15/2024 | HighTower Advisors LLC | 5,222 | $250K | 0.0% | -12.4% | 0.010% | |
