| 3/17/2025 | NorthCrest Asset Manangement LLC | 13,659 | $1.48M | 0.0% | -2.4% | 0.232% | |
| 3/10/2025 | Capstone Triton Financial Group LLC | 16,499 | $1.78M | 1.1% | -1.3% | 0.258% | |
| 3/3/2025 | Fluent Financial LLC | 23,033 | $2.49M | 1.1% | -1.9% | 0.360% | |
| 2/24/2025 | Liberty Square Wealth Partners LLC | 5,635 | $610K | 0.2% | N/A | 0.088% | |
| 2/18/2025 | Novem Group | 3,344 | $361K | 0.1% | N/A | 0.051% | |
| 2/17/2025 | Vista Cima Wealth Management LLC | 15,641 | $1.69M | 1.8% | N/A | 0.241% | |
| 2/17/2025 | WBI Investments LLC | 28,259 | $3.05M | 0.8% | -2.9% | 0.435% | |
| 2/17/2025 | Tidal Investments LLC | 5,502 | $594K | 0.0% | N/A | 0.085% | |
| 2/17/2025 | Eagle Global Advisors LLC | 5,230 | $565K | 0.0% | +4.0% | 0.080% | |
| 2/17/2025 | Cetera Investment Advisers | 18,543 | $2.00M | 0.0% | +373.9% | 0.285% | |
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| 2/17/2025 | Citadel Advisors LLC | 69,910 | $7.55M | 0.0% | +2,803.2% | 1.076% | |
| 2/17/2025 | Bank of America Corp DE | 78,601 | $8.49M | 0.0% | -1.5% | 1.209% | |
| 2/17/2025 | Ameriprise Financial Inc. | 24,801 | $2.68M | 0.0% | -11.7% | 0.382% | |
| 2/14/2025 | Jane Street Group LLC | 9,062 | $978K | 0.0% | -79.7% | 0.139% | |
| 2/14/2025 | Stifel Financial Corp | 358,986 | $38.76M | 0.0% | +2.1% | 5.523% | |
| 2/13/2025 | NewEdge Advisors LLC | 5,684 | $614K | 0.0% | -3.3% | 0.087% | |
| 2/13/2025 | Guggenheim Capital LLC | 15,912 | $1.72M | 0.0% | +12.7% | 0.245% | |
| 2/13/2025 | Fiducient Advisors LLC | 12,540 | $1.35M | 0.2% | +9.3% | 0.193% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 9,188 | $992K | 0.3% | +9.1% | 0.141% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 159,288 | $17.20M | 1.2% | +4.0% | 2.451% | |
| 2/13/2025 | TRUE Private Wealth Advisors | 744,353 | $80.36M | 9.8% | -1.0% | 11.452% | |
| 2/13/2025 | Raymond James Financial Inc. | 230,029 | $24.83M | 0.0% | N/A | 3.539% | |
| 2/13/2025 | Faithward Advisors LLC | 181,415 | $19.59M | 3.3% | +5.5% | 2.791% | |
| 2/13/2025 | Straightline Group LLC | 163,332 | $17.63M | 11.6% | N/A | 2.513% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 124,286 | $13.42M | 0.0% | +17.7% | 1.912% | |
| 2/13/2025 | Wells Fargo & Company MN | 150,367 | $16.23M | 0.0% | +38.1% | 2.313% | |
| 2/12/2025 | Maridea Wealth Management LLC | 10,226 | $1.10M | 0.4% | N/A | 0.157% | |
| 2/12/2025 | JPMorgan Chase & Co. | 11,053 | $1.19M | 0.0% | -79.3% | 0.170% | |
| 2/12/2025 | PKS Advisory Services LLC | 2,468 | $266K | 0.1% | N/A | 0.038% | |
| 2/11/2025 | LPL Financial LLC | 27,150 | $2.93M | 0.0% | +1.2% | 0.418% | |
| 2/11/2025 | Fortis Capital Management LLC | 13,442 | $1.45M | 0.3% | +6.1% | 0.207% | |
| 2/11/2025 | Arvest Investments Inc. | 102,039 | $11.02M | 1.8% | -1.1% | 1.570% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 2,162 | $233K | 0.0% | N/A | 0.033% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 9,540 | $1.03M | 0.1% | +90.0% | 0.147% | |
| 2/10/2025 | Montis Financial LLC | 17,111 | $1.85M | 0.6% | N/A | 0.263% | |
| 2/10/2025 | Renasant Bank | 3,866 | $417K | 0.3% | -53.0% | 0.059% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 24,314 | $2.63M | 0.0% | +148.0% | 0.374% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 32,131 | $3.47M | 0.0% | -79.4% | 0.494% | |
| 2/7/2025 | HighTower Advisors LLC | 362,856 | $39.17M | 0.1% | +15.7% | 5.582% | |
| 2/7/2025 | Moors & Cabot Inc. | 7,533 | $813K | 0.0% | +8.2% | 0.116% | |
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| 2/7/2025 | Citizens Financial Group Inc. RI | 4,548 | $491K | 0.0% | +13.3% | 0.070% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 33,750 | $3.64M | 0.0% | -27.3% | 0.519% | |
| 2/7/2025 | RKL Wealth Management LLC | 82,872 | $8.95M | 0.8% | -2.3% | 1.275% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 6,563 | $709K | 0.0% | N/A | 0.101% | |
| 2/6/2025 | Raymond James Financial Inc. | 230,029 | $24.83M | 0.0% | N/A | 3.539% | |
| 2/6/2025 | Assetmark Inc. | 709 | $77K | 0.0% | -33.1% | 0.011% | |
| 2/6/2025 | Keybank National Association OH | 97,348 | $10.51M | 0.0% | -2.2% | 1.498% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 3,979 | $430K | 0.0% | -5.0% | 0.061% | |
| 2/5/2025 | Providence First Trust Co | 1,146 | $124K | 0.0% | N/A | 0.018% | |
| 2/5/2025 | US Bancorp DE | 47,825 | $5.16M | 0.0% | -17.5% | 0.736% | |
| 2/5/2025 | Private Trust Co. NA | 3,904 | $421K | 0.0% | -9.6% | 0.060% | |
| 2/5/2025 | Checchi Capital Advisers LLC | 4,642 | $501K | 0.0% | +6.1% | 0.071% | |
| 2/5/2025 | Impact Investors Inc | 136,586 | $14.75M | 11.4% | N/A | 2.101% | |
| 2/4/2025 | Bank of New York Mellon Corp | 158,306 | $17.09M | 0.0% | +14.2% | 2.435% | |
| 2/4/2025 | IFP Advisors Inc | 707 | $76K | 0.0% | N/A | 0.011% | |
| 2/3/2025 | Private Advisor Group LLC | 10,807 | $1.17M | 0.0% | -2.5% | 0.166% | |
| 1/31/2025 | Sanctuary Advisors LLC | 2,075 | $225K | 0.0% | -50.6% | 0.032% | |
| 1/30/2025 | Asset Management One Co. Ltd. | 107,408 | $11.60M | 0.0% | -5.5% | 1.615% | |
| 1/29/2025 | Mill Creek Capital Advisors LLC | 156,026 | $16.85M | 0.4% | +1.0% | 2.346% | |
| 1/29/2025 | Focus Financial Network Inc. | 20,042 | $2.16M | 0.1% | +1.6% | 0.301% | |
| 1/27/2025 | Measured Wealth Private Client Group LLC | 41,369 | $4.47M | 1.4% | +4.1% | 0.622% | |
| 1/27/2025 | Insight Advisors LLC PA | 12,151 | $1.31M | 0.2% | +27.9% | 0.183% | |
| 1/24/2025 | Columbus Macro LLC | 16,916 | $1.83M | 0.3% | N/A | 0.254% | |
| 1/23/2025 | Great Diamond Partners LLC | 76,220 | $8.23M | 2.1% | +1.0% | 1.146% | |
| 1/23/2025 | Narus Financial Partners LLC | 5,281 | $570K | 0.2% | +33.0% | 0.079% | |
| 1/22/2025 | United Asset Strategies Inc. | 6,861 | $741K | 0.1% | -36.9% | 0.103% | |
| 1/21/2025 | Goelzer Investment Management Inc. | 10,132 | $1.09M | 0.1% | +16.0% | 0.156% | |
| 1/17/2025 | Avior Wealth Management LLC | 3,798 | $410K | 0.0% | -8.9% | 0.059% | |
| 1/17/2025 | Park Place Capital Corp | 4,530 | $489K | 0.1% | -49.2% | 0.071% | |
| 1/17/2025 | Commons Capital LLC | 6,327 | $683K | 0.6% | N/A | 0.099% | |
| 1/15/2025 | Smith Salley Wealth Management | 19,473 | $2.10M | 0.1% | N/A | 0.304% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 36,326 | $3.92M | 0.2% | +10.7% | 0.568% | |
| 1/14/2025 | Mason & Associates Inc | 162,975 | $17.60M | 4.1% | +30.3% | 2.546% | |
| 1/14/2025 | Sharper & Granite LLC | 11,127 | $1.20M | 0.5% | -2.6% | 0.174% | |
| 1/14/2025 | Ignite Planners LLC | 13,255 | $1.43M | 0.3% | +8.2% | 0.207% | |
| 1/13/2025 | CHB Investment Group LLC | 28,370 | $3.06M | 1.7% | +3.9% | 0.443% | |
| 1/13/2025 | Signet Financial Management LLC | 72,654 | $7.84M | 1.0% | -2.2% | 1.135% | |
| 1/13/2025 | Clean Yield Group | 650 | $70K | 0.0% | +18.6% | 0.010% | |
| 12/26/2024 | JPMorgan Chase & Co. | 53,476 | $5.90M | 0.0% | +241.4% | 0.836% | |
| 11/25/2024 | Sanctuary Advisors LLC | 4,198 | $455K | 0.0% | -38.8% | 0.064% | |
| 11/15/2024 | Executive Wealth Management LLC | 84,944 | $9.38M | 0.7% | N/A | 1.297% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 8,422 | $930K | 0.3% | +5.3% | 0.129% | |
| 11/15/2024 | Jane Street Group LLC | 44,570 | $4.92M | 0.0% | -37.2% | 0.680% | |
| 11/15/2024 | Stifel Financial Corp | 351,686 | $38.83M | 0.0% | +3.0% | 5.369% | |
| 11/15/2024 | HighTower Advisors LLC | 313,619 | $34.62M | 0.0% | +6.0% | 4.788% | |
| 11/15/2024 | Hilltop Holdings Inc. | 1,904 | $210K | 0.0% | -11.1% | 0.029% | |
| 11/14/2024 | TRUE Private Wealth Advisors | 751,689 | $82.99M | 9.9% | +113.3% | 11.476% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,149 | $789K | 0.0% | N/A | 0.109% | |
| 11/13/2024 | Pacific Financial Group Inc. | 2,998 | $331K | 0.2% | -9.4% | 0.046% | |
| 11/12/2024 | Cerity Partners LLC | 11,580 | $1.28M | 0.0% | +2.2% | 0.177% | |
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| 11/8/2024 | Avior Wealth Management LLC | 4,171 | $461K | 0.0% | -21.1% | 0.064% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 46,453 | $5.13M | 0.0% | -1.4% | 0.715% | |
| 11/6/2024 | Mill Creek Capital Advisors LLC | 154,523 | $17.06M | 0.4% | +0.4% | 2.377% | |
| 11/6/2024 | Huntington National Bank | 1,026 | $113K | 0.0% | -54.8% | 0.016% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 153,135 | $16.91M | 1.3% | +5.4% | 2.356% | |
| 11/4/2024 | Arvest Investments Inc. | 103,175 | $11.39M | 1.7% | +0.2% | 1.587% | |
| 11/2/2024 | RKL Wealth Management LLC | 84,814 | $9.36M | 0.8% | -1.4% | 1.305% | |
| 10/31/2024 | Montecito Bank & Trust | 2,078 | $229K | 0.0% | -12.6% | 0.032% | |
| 10/30/2024 | Asset Management One Co. Ltd. | 113,705 | $12.55M | 0.0% | +2.1% | 1.777% | |
| 10/29/2024 | James Investment Research Inc. | 14,820 | $1.64M | 0.2% | -4.2% | 0.232% | |
