| 2/17/2025 | US Financial Advisors LLC | 23,690 | $1.34M | 0.4% | -1.5% | 0.102% | |
| 2/17/2025 | Two Sigma Investments LP | 193,900 | $10.95M | 0.0% | +59.5% | 0.832% | |
| 2/17/2025 | Cetera Investment Advisers | 20,213 | $1.14M | 0.0% | +20.8% | 0.087% | |
| 2/17/2025 | Bank of America Corp DE | 58,340 | $3.30M | 0.0% | +65.6% | 0.250% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 4,340 | $245K | 0.0% | +6.5% | 0.019% | |
| 2/14/2025 | Jane Street Group LLC | 17,676 | $998K | 0.0% | N/A | 0.076% | |
| 2/14/2025 | Capital Analysts LLC | 19,962 | $1.13M | 0.0% | -0.9% | 0.086% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 88,713 | $5.01M | 0.1% | -1.2% | 0.381% | |
| 2/14/2025 | Pinebridge Investments L.P. | 21,264 | $1.20M | 0.0% | N/A | 0.091% | |
| 2/13/2025 | CreativeOne Wealth LLC | 4,425 | $250K | 0.0% | -46.3% | 0.019% | |
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| 2/13/2025 | Mariner LLC | 27,100 | $1.53M | 0.0% | +4.2% | 0.116% | |
| 2/13/2025 | Seeds Investor LLC | 64,183 | $3.63M | 1.0% | +9.9% | 0.275% | |
| 2/13/2025 | Blue Edge Capital LLC | 100,540 | $5.68M | 0.9% | +5.3% | 0.432% | |
| 2/13/2025 | Raymond James Financial Inc. | 32,774 | $1.85M | 0.0% | N/A | 0.141% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,746 | $607K | 0.0% | +8.0% | 0.046% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 10,488 | $592K | 0.1% | +21.2% | 0.045% | |
| 2/13/2025 | Wells Fargo & Company MN | 17,342 | $979K | 0.0% | -4.4% | 0.074% | |
| 2/12/2025 | Milestone Investment Advisors LLC | 812 | $46K | 0.0% | N/A | 0.003% | |
| 2/12/2025 | Front Row Advisors LLC | 5,990 | $338K | 0.1% | +36.8% | 0.026% | |
| 2/12/2025 | Brown Brothers Harriman & Co. | 8,495 | $480K | 0.0% | N/A | 0.036% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,041 | $59K | 0.0% | -100.0% | 0.004% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 92,295 | $5.21M | 0.0% | -3.7% | 0.396% | |
| 2/11/2025 | Sheets Smith Investment Management | 113,774 | $6.43M | 5.4% | N/A | 0.488% | |
| 2/11/2025 | LPL Financial LLC | 358,456 | $20.25M | 0.0% | +27.2% | 1.538% | |
| 2/11/2025 | Financial Network Wealth Management LLC | 216,530 | $12.23M | 4.4% | +12.1% | 0.929% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 357,455 | $20.19M | 1.8% | +0.7% | 1.534% | |
| 2/7/2025 | HighTower Advisors LLC | 46,712 | $2.64M | 0.0% | +0.8% | 0.200% | |
| 2/7/2025 | Retirement Capital Strategies | 212,217 | $11.99M | 4.5% | -69.0% | 0.911% | |
| 2/7/2025 | Larson Financial Group LLC | 2,066 | $117K | 0.0% | +53.2% | 0.009% | |
| 2/6/2025 | Opulen Financial Group LLC | 8,491 | $480K | 0.4% | N/A | 0.036% | |
| 2/6/2025 | One Capital Management LLC | 49,190 | $2.78M | 0.1% | -10.1% | 0.211% | |
| 2/6/2025 | Raymond James Financial Inc. | 32,774 | $1.85M | 0.0% | N/A | 0.141% | |
| 2/6/2025 | Financial Services Advisory Inc | 34,387 | $1.94M | 0.5% | +3.3% | 0.148% | |
| 2/5/2025 | US Bancorp DE | 672 | $38K | 0.0% | -90.7% | 0.003% | |
| 2/5/2025 | Veridan Wealth LLC | 7,179 | $408K | 0.2% | N/A | 0.031% | |
| 2/5/2025 | Sage Advisory Services Ltd.Co. | 12,008 | $678K | 0.4% | +55.4% | 0.052% | |
| 2/4/2025 | Bank of New York Mellon Corp | 49,566 | $2.80M | 0.0% | +50.5% | 0.213% | |
| 2/4/2025 | Tradewinds Capital Management LLC | 1,315 | $74K | 0.0% | +60.6% | 0.006% | |
| 2/3/2025 | Laurel Wealth Planning LLC | 212,603 | $12.01M | 7.7% | -1.2% | 0.912% | |
| 2/3/2025 | Private Advisor Group LLC | 241,180 | $13.62M | 0.1% | +2.5% | 1.035% | |
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| 1/31/2025 | Human Investing LLC | 684 | $39K | 0.0% | N/A | 0.003% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,575 | $264K | 0.0% | N/A | 0.020% | |
| 1/31/2025 | Principal Financial Group Inc. | 225,194 | $12.72M | 0.0% | +25.5% | 0.966% | |
| 1/29/2025 | R. W. Roge & Company Inc. | 17,567 | $992K | 0.5% | +44.5% | 0.075% | |
| 1/29/2025 | McClarren Financial Advisors Inc. | 6,758 | $381K | 1.0% | +25.2% | 0.029% | |
| 1/29/2025 | Focus Financial Network Inc. | 19,703 | $1.11M | 0.0% | -3.2% | 0.085% | |
| 1/28/2025 | SOA Wealth Advisors LLC. | 137,470 | $7.76M | 1.4% | +38.0% | 0.590% | |
| 1/24/2025 | Baltimore Washington Financial Advisors Inc. | 380,305 | $21.48M | 1.1% | +0.0% | 1.632% | |
| 1/23/2025 | Verus Wealth Management LLC | 8,900 | $503K | 0.6% | N/A | 0.038% | |
| 1/22/2025 | Denver Wealth Management Inc. | 11,391 | $643K | 0.3% | +12.5% | 0.049% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 30,730 | $1.74M | 0.4% | -3.2% | 0.132% | |
| 1/21/2025 | Marshall Financial Group LLC | 6,070 | $343K | 0.1% | -5.4% | 0.026% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 3,658 | $207K | 0.0% | N/A | 0.016% | |
| 1/17/2025 | Sheets Smith Wealth Management | 46,484 | $2.63M | 0.3% | +11.0% | 0.200% | |
| 1/13/2025 | Horizon Wealth Management LLC | 3,665 | $207K | 0.0% | N/A | 0.016% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,243 | $296K | 0.0% | N/A | 0.023% | |
| 12/19/2024 | Principal Financial Group Inc. | 179,393 | $10.00M | 0.0% | +16.6% | 0.770% | |
| 11/20/2024 | SOA Wealth Advisors LLC. | 99,590 | $5.55M | 1.1% | +10.1% | 0.427% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 89,809 | $5.01M | 0.1% | +4.9% | 0.385% | |
| 11/15/2024 | HighTower Advisors LLC | 46,339 | $2.59M | 0.0% | +15.3% | 0.199% | |
| 11/14/2024 | CreativeOne Wealth LLC | 8,245 | $460K | 0.0% | +2.5% | 0.035% | |
| 11/13/2024 | Townsquare Capital LLC | 11,434 | $638K | 0.0% | N/A | 0.049% | |
| 11/13/2024 | FMR LLC | 1,106 | $62K | 0.0% | N/A | 0.005% | |
| 11/12/2024 | Larson Financial Group LLC | 1,349 | $75K | 0.0% | N/A | 0.006% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 4,077 | $227K | 0.0% | +251.5% | 0.017% | |
| 11/1/2024 | Sheets Smith Wealth Management | 41,891 | $2.34M | 0.3% | -13.3% | 0.180% | |
| 10/31/2024 | Principal Financial Group Inc. | 179,393 | $10.00M | 0.0% | +16.6% | 0.770% | |
| 10/31/2024 | Financial Services Advisory Inc | 33,273 | $1.86M | 0.4% | -35.1% | 0.143% | |
| 10/31/2024 | US Financial Advisors LLC | 24,050 | $1.34M | 0.4% | -16.9% | 0.103% | |
| 10/30/2024 | White Lighthouse Investment Management Inc. | 5,218 | $291K | 0.1% | N/A | 0.022% | |
| 10/28/2024 | Laurel Wealth Planning LLC | 215,191 | $12.00M | 7.8% | -3.2% | 0.924% | |
| 10/22/2024 | Private Advisor Group LLC | 235,365 | $13.12M | 0.1% | +351.9% | 1.010% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 354,875 | $19.79M | 1.7% | +0.8% | 1.523% | |
| 10/19/2024 | McClarren Financial Advisors Inc. | 5,397 | $300K | 0.2% | +10,083.0% | 0.023% | |
| 10/18/2024 | Warren Street Wealth Advisors LLC | 11,434 | $638K | 0.3% | -4.1% | 0.049% | |
| 10/17/2024 | Sax Wealth Advisors LLC | 19,612 | $1.09M | 0.1% | +24.5% | 0.084% | |
| 10/11/2024 | Paladin Wealth LLC | 1,131 | $63K | 0.1% | N/A | 0.005% | |
| 10/10/2024 | First Affirmative Financial Network | 6,660 | $371K | 0.2% | +52.4% | 0.029% | |
| 10/8/2024 | CWM LLC | 6,366 | $355K | 0.0% | +20.2% | 0.027% | |
| 9/30/2024 | Mattson Financial Services LLC | 793 | $42K | 0.0% | N/A | 0.003% | |
| 8/30/2024 | Brown Financial Advisors | 2,912 | $155K | 0.1% | N/A | 0.012% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 19,332 | $1.03M | 0.0% | +5.1% | 0.083% | |
| 8/16/2024 | Front Row Advisors LLC | 3,430 | $182K | 0.1% | N/A | 0.015% | |
| 8/16/2024 | Creative Planning | 8,382 | $445K | 0.0% | -32.8% | 0.036% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,197 | $64K | 0.0% | +371.3% | 0.005% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 5,198 | $276K | 0.0% | N/A | 0.022% | |
| 8/7/2024 | Blue Edge Capital LLC | 96,561 | $5.13M | 0.8% | +5.7% | 0.414% | |
| 8/6/2024 | Sage Advisory Services Ltd.Co. | 7,727 | $410K | 0.1% | -14.6% | 0.033% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 351,995 | $18.69M | 1.7% | N/A | 1.511% | |
| 8/6/2024 | Chicago Capital LLC | 8,067 | $428K | 0.0% | +97.2% | 0.035% | |
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| 8/5/2024 | Private Advisor Group LLC | 52,082 | $2.77M | 0.0% | -2.4% | 0.224% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 7,212 | $383K | 0.0% | -7.6% | 0.031% | |
| 7/31/2024 | Baltimore Washington Financial Advisors Inc. | 380,256 | $20.19M | 1.2% | +1.7% | 1.632% | |
| 7/29/2024 | Principal Financial Group Inc. | 153,869 | $8.17M | 0.0% | -24.6% | 0.660% | |
| 7/26/2024 | Bank of New York Mellon Corp | 34,223 | $1.82M | 0.0% | -6.9% | 0.147% | |
| 7/25/2024 | Laurel Wealth Planning LLC | 222,197 | $11.80M | 8.2% | -1.8% | 0.954% | |
| 7/22/2024 | Veracity Capital LLC | 15,304 | $813K | 0.3% | -4.2% | 0.066% | |
| 7/22/2024 | Focus Financial Network Inc. | 20,324 | $1.11M | 0.0% | -4.5% | 0.087% | |
| 7/22/2024 | Denver Wealth Management Inc. | 10,026 | $532K | 0.3% | +21.5% | 0.043% | |
| 7/20/2024 | Zhang Financial LLC | 4,744 | $252K | 0.0% | +4.4% | 0.020% | |
