| 7/29/2025 | BKM Wealth Management LLC | 51,147 | $1.34M | 0.5% | -18.9% | 0.339% | |
| 7/29/2025 | Private Trust Co. NA | 2,793 | $73K | 0.0% | -23.3% | 0.018% | |
| 7/28/2025 | RFG Advisory LLC | 25,588 | $668K | 0.0% | +7.0% | 0.169% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 11,800 | $308K | 0.0% | +16.0% | 0.078% | |
| 7/24/2025 | Antonelli Financial Advisors LLC | 152,271 | $3.98M | 2.9% | +5.2% | 1.008% | |
| 7/23/2025 | SteelPeak Wealth LLC | 14,634 | $382K | 0.0% | +3.5% | 0.097% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 344,088 | $8.99M | 1.6% | +0.4% | 2.279% | |
| 7/16/2025 | Ayalon Insurance Comp Ltd. | 9,047 | $236K | 0.1% | +162.5% | 0.060% | |
| 7/15/2025 | Revisor Wealth Management LLC | 62,250 | $1.63M | 0.6% | -1.1% | 0.412% | |
| 7/14/2025 | Park Avenue Securities LLC | 51,359 | $1.34M | 0.0% | N/A | 0.340% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,169 | $587K | 0.0% | -7.4% | 0.147% | |
| 7/9/2025 | Fermata Advisors LLC | 65,807 | $1.72M | 0.5% | +41.4% | 0.436% | |
| 7/8/2025 | Lpwm LLC | 173,115 | $4.52M | 1.3% | -3.8% | 1.146% | |
| 7/8/2025 | Choice Wealth Advisors LLC | 482,553 | $12.60M | 5.7% | -0.5% | 3.196% | |
| 7/1/2025 | Burkett Financial Services LLC | 9,352 | $244K | 0.1% | -9.5% | 0.062% | |
| 5/29/2025 | Rhumbline Advisers | 318,752 | $7.74M | 0.0% | +48.3% | 2.139% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,856 | $69K | 0.0% | -60.1% | 0.019% | |
| 5/16/2025 | Investmark Advisory Group LLC | 9,971 | $242K | 0.1% | -34.9% | 0.067% | |
| 5/15/2025 | Royal Bank of Canada | 9,309 | $226K | 0.0% | -33.8% | 0.062% | |
| 5/15/2025 | Titleist Asset Management LLC | 10,746 | $261K | 0.0% | -4.7% | 0.072% | |
| 5/15/2025 | OLD Mission Capital LLC | 129,590 | $3.15M | 0.0% | -63.6% | 0.870% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 72,162 | $1.75M | 0.0% | -4.2% | 0.484% | |
| 5/13/2025 | LWM Advisory Services LLC | 355,162 | $8.62M | 6.0% | +5.1% | 2.384% | |
| 5/12/2025 | Invesco Ltd. | 229,207 | $5.57M | 0.0% | -3.2% | 1.538% | |
| 5/12/2025 | National Bank of Canada FI | 71,475 | $1.73M | 0.0% | -0.7% | 0.480% | |
| 5/9/2025 | Deutsche Bank AG | 161,180 | $3.91M | 0.0% | +1.2% | 1.082% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,095,243 | $26.60M | 0.0% | +1.2% | 7.351% | |
| 5/8/2025 | MONECO Advisors LLC | 29,851 | $725K | 0.1% | +4.8% | 0.200% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 39,096 | $952K | 0.2% | -3.7% | 0.262% | |
| 5/7/2025 | LPL Financial LLC | 742,105 | $18.02M | 0.0% | -9.3% | 4.981% | |
| 5/6/2025 | Cetera Investment Advisers | 115,095 | $2.80M | 0.0% | N/A | 0.772% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 37,534 | $911K | 0.0% | +1.4% | 0.252% | |
| 5/5/2025 | Lunt Capital Management Inc. | 28,778 | $699K | 0.3% | +5.3% | 0.193% | |
| 5/5/2025 | BKM Wealth Management LLC | 63,063 | $1.53M | 0.6% | +7.2% | 0.423% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 342,785 | $8.32M | 1.6% | +5.1% | 2.301% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 10,176 | $247K | 0.0% | N/A | 0.068% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 10,920 | $265K | 0.2% | -20.1% | 0.073% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,911 | $338K | 0.0% | -5.9% | 0.093% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,173,776 | $28.50M | 0.0% | +0.5% | 7.878% | |
| 4/29/2025 | Bank of New York Mellon Corp | 536,246 | $13.02M | 0.0% | -55.5% | 3.599% | |
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| 4/28/2025 | Revisor Wealth Management LLC | 62,938 | $1.53M | 0.7% | N/A | 0.422% | |
| 4/28/2025 | Private Trust Co. NA | 3,641 | $88K | 0.0% | -20.2% | 0.024% | |
| 4/25/2025 | Colonial River Investments LLC | 10,297 | $250K | 0.1% | N/A | 0.069% | |
| 4/22/2025 | Antonelli Financial Advisors LLC | 144,772 | $3.52M | 2.8% | -5.9% | 0.972% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,265 | $565K | 0.0% | +5.1% | 0.156% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,936 | $581K | 0.0% | -32.0% | 0.161% | |
| 4/15/2025 | Ipsen Advisor Group LLC | 44,478 | $1.08M | 0.9% | +3.9% | 0.299% | |
| 4/14/2025 | Bruce G. Allen Investments LLC | 1,639 | $40K | 0.0% | N/A | 0.011% | |
| 4/14/2025 | Lpwm LLC | 179,924 | $4.37M | 1.4% | +7.8% | 1.208% | |
| 4/11/2025 | Burkett Financial Services LLC | 10,328 | $251K | 0.1% | +10.4% | 0.069% | |
| 4/11/2025 | Choice Wealth Advisors LLC | 485,120 | $11.78M | 6.1% | +1.5% | 3.256% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 64,353 | $1.56M | 0.3% | +7.6% | 0.432% | |
| 4/10/2025 | Fermata Advisors LLC | 46,534 | $1.13M | 0.2% | +103.7% | 0.312% | |
| 4/9/2025 | RFG Advisory LLC | 23,917 | $581K | 0.0% | +2.8% | 0.161% | |
| 4/8/2025 | Rhumbline Advisers | 318,752 | $7.74M | 0.0% | +48.3% | 2.139% | |
| 4/8/2025 | Parallel Advisors LLC | 18,137 | $440K | 0.0% | -13.3% | 0.122% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 35,192 | $824K | 0.0% | +5.9% | 0.236% | |
| 2/18/2025 | Investmark Advisory Group LLC | 15,320 | $359K | 0.2% | -17.0% | 0.082% | |
| 2/17/2025 | Deutsche Bank AG | 159,331 | $3.73M | 0.0% | -7.0% | 0.850% | |
| 2/17/2025 | Citadel Advisors LLC | 328,170 | $7.68M | 0.0% | +320.8% | 1.750% | |
| 2/17/2025 | Bank of America Corp DE | 701,756 | $16.43M | 0.0% | +53.8% | 3.743% | |
| 2/17/2025 | Ameriprise Financial Inc. | 664,213 | $15.55M | 0.0% | +158.3% | 3.542% | |
| 2/14/2025 | Jane Street Group LLC | 74,265 | $1.74M | 0.0% | -62.1% | 0.396% | |
| 2/14/2025 | Capital Analysts LLC | 38,359 | $898K | 0.0% | +9.2% | 0.205% | |
| 2/13/2025 | Mariner LLC | 10,184 | $238K | 0.0% | +14.3% | 0.054% | |
| 2/13/2025 | Raymond James Financial Inc. | 98,514 | $2.31M | 0.0% | N/A | 0.525% | |
| 2/13/2025 | Invesco Ltd. | 236,737 | $5.54M | 0.0% | -28.1% | 1.263% | |
| 2/13/2025 | Titleist Asset Management LLC | 11,274 | $264K | 0.0% | -11.0% | 0.060% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,167,571 | $27.33M | 0.0% | +3.5% | 6.227% | |
| 2/13/2025 | Wells Fargo & Company MN | 321,746 | $7.53M | 0.0% | +3.1% | 1.716% | |
| 2/12/2025 | OLD Mission Capital LLC | 355,626 | $8.33M | 0.1% | +229.7% | 1.897% | |
| 2/12/2025 | National Bank of Canada FI | 71,989 | $1.69M | 0.0% | +46.0% | 0.384% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 60,357 | $1.41M | 0.4% | +31.6% | 0.322% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 2,590 | $61K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | Riverchase Wealth Management LLC | 24,384 | $571K | 0.4% | N/A | 0.130% | |
| 2/12/2025 | JPMorgan Chase & Co. | 21,625 | $506K | 0.0% | -67.8% | 0.115% | |
| 2/12/2025 | Ipsen Advisor Group LLC | 42,826 | $1.00M | 0.9% | N/A | 0.228% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 47,606 | $1.11M | 0.0% | +1.4% | 0.254% | |
| 2/11/2025 | LPL Financial LLC | 817,924 | $19.15M | 0.0% | -2.2% | 4.362% | |
| 2/11/2025 | Antonelli Financial Advisors LLC | 153,833 | $3.60M | 3.0% | N/A | 0.820% | |
| 2/10/2025 | Parallel Advisors LLC | 20,909 | $489K | 0.0% | -2.0% | 0.112% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 100,344 | $2.35M | 0.0% | -0.7% | 0.535% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 37,011 | $866K | 0.0% | -4.3% | 0.197% | |
| 2/7/2025 | HighTower Advisors LLC | 8,949 | $209K | 0.0% | -49.5% | 0.048% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,082,619 | $25.34M | 0.0% | +3.5% | 5.774% | |
| 2/6/2025 | Raymond James Financial Inc. | 98,514 | $2.31M | 0.0% | N/A | 0.525% | |
| 2/6/2025 | Jones Financial Companies Lllp | 7,149 | $167K | 0.0% | +47.8% | 0.038% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,204,058 | $28.19M | 0.0% | -0.6% | 6.422% | |
| 2/4/2025 | WealthShield Partners LLC | 3,263 | $76K | 0.0% | N/A | 0.017% | |
| 2/4/2025 | MONECO Advisors LLC | 28,480 | $667K | 0.1% | +25.2% | 0.152% | |
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| 2/4/2025 | Rainey & Randall Wealth Advisors Inc. | 326,290 | $7.64M | 1.5% | +6.8% | 1.740% | |
| 2/4/2025 | LWM Advisory Services LLC | 337,778 | $7.91M | 5.5% | +2.0% | 1.801% | |
| 2/3/2025 | Ieq Capital LLC | 61,252 | $1.43M | 0.0% | N/A | 0.327% | |
| 1/31/2025 | Atlas Legacy Advisors LLC | 40,606 | $951K | 0.2% | N/A | 0.217% | |
| 1/30/2025 | Principal Securities Inc. | 3,897 | $91K | 0.0% | +37.9% | 0.021% | |
| 1/30/2025 | Scarborough Advisors LLC | 85,794 | $2.01M | 0.3% | -70.2% | 0.458% | |
| 1/30/2025 | Rhumbline Advisers | 214,996 | $5.03M | 0.0% | +2.3% | 1.147% | |
| 1/29/2025 | Certuity LLC | 50,889 | $1.19M | 0.1% | -13.2% | 0.271% | |
| 1/24/2025 | Lunt Capital Management Inc. | 27,338 | $640K | 0.2% | +124.5% | 0.146% | |
| 1/24/2025 | Brio Consultants LLC | 192,989 | $4.52M | 0.7% | -19.2% | 1.029% | |
