| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 25,416 | $1.76M | 0.0% | -4.6% | 0.318% | |
| 2/25/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.7% | N/A | 2.255% | |
| 2/18/2025 | Vise Technologies Inc. | 11,324 | $783K | 0.1% | N/A | 0.145% | |
| 2/17/2025 | Two Sigma Investments LP | 19,100 | $1.32M | 0.0% | N/A | 0.245% | |
| 2/17/2025 | CoreCap Advisors LLC | 39,223 | $2.71M | 0.1% | -17.4% | 0.503% | |
| 2/17/2025 | Cetera Investment Advisers | 119,386 | $8.25M | 0.0% | +0.9% | 1.531% | |
| 2/17/2025 | Citadel Advisors LLC | 5,879 | $406K | 0.0% | -37.5% | 0.075% | |
| 2/17/2025 | Bank of America Corp DE | 325,423 | $22.50M | 0.0% | +21.3% | 4.172% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,012 | $208K | 0.0% | N/A | 0.039% | |
| 2/14/2025 | Betterment LLC | 599,378 | $41.44M | 0.1% | -17.9% | 7.684% | |
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| 2/14/2025 | Integrated Wealth Concepts LLC | 3,450 | $239K | 0.0% | -11.7% | 0.044% | |
| 2/14/2025 | Susquehanna International Group LLP | 23,971 | $1.66M | 0.0% | +341.0% | 0.307% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,068 | $419K | 0.0% | +15.7% | 0.078% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 5,617 | $388K | 0.4% | N/A | 0.072% | |
| 2/13/2025 | CreativeOne Wealth LLC | 14,359 | $993K | 0.0% | -6.3% | 0.184% | |
| 2/13/2025 | First Foundation Advisors | 530,363 | $36.66M | 1.4% | +2.3% | 6.800% | |
| 2/13/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 257,413 | $17.80M | 0.0% | +37.9% | 3.300% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 174,494 | $12.06M | 0.1% | N/A | 2.237% | |
| 2/12/2025 | Tyler Stone Wealth Management | 12,590 | $870K | 0.2% | +103.1% | 0.161% | |
| 2/12/2025 | Aire Advisors LLC | 8,619 | $596K | 0.1% | N/A | 0.111% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 11,000 | $760K | 0.0% | +2.3% | 0.141% | |
| 2/11/2025 | LPL Financial LLC | 587,097 | $40.59M | 0.0% | +3.3% | 7.527% | |
| 2/11/2025 | Strategic Financial Services Inc. | 39,629 | $2.74M | 0.2% | -9.7% | 0.508% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 3,361 | $232K | 0.0% | -85.6% | 0.043% | |
| 2/10/2025 | Corient Private Wealth LLC | 13,608 | $941K | 0.0% | +16.3% | 0.174% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 101,168 | $6.99M | 0.0% | -32.3% | 1.297% | |
| 2/7/2025 | Independent Advisor Alliance | 25,672 | $1.78M | 0.0% | N/A | 0.329% | |
| 2/7/2025 | Bell Investment Advisors Inc | 86,700 | $5.99M | 1.1% | +2.4% | 1.112% | |
| 2/6/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
| 2/5/2025 | Linscomb Wealth Inc. | 41,301 | $2.86M | 0.1% | +7.3% | 0.530% | |
| 2/4/2025 | Avalon Capital Management | 4,981 | $344K | 0.1% | -27.1% | 0.064% | |
| 2/4/2025 | Bank of New York Mellon Corp | 7,278 | $503K | 0.0% | -8.3% | 0.093% | |
| 2/4/2025 | IFP Advisors Inc | 165,631 | $11.45M | 0.4% | +5.0% | 2.123% | |
| 2/3/2025 | Freedom Day Solutions LLC | 5,000 | $346K | 0.1% | N/A | 0.064% | |
| 2/3/2025 | Private Advisor Group LLC | 24,339 | $1.68M | 0.0% | +1.7% | 0.312% | |
| 1/31/2025 | Global Retirement Partners LLC | 10,553 | $730K | 0.0% | +9.3% | 0.135% | |
| 1/30/2025 | Principal Securities Inc. | 80,409 | $5.56M | 0.1% | +4.1% | 1.031% | |
| 1/29/2025 | Morris Financial Concepts Inc. | 4,653 | $322K | 0.1% | +19.5% | 0.060% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 175,669 | $12.14M | 1.6% | +1.3% | 2.252% | |
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| 1/29/2025 | Gladstone Institutional Advisory LLC | 13,462 | $931K | 0.0% | -23.9% | 0.173% | |
| 1/29/2025 | Sovran Advisors LLC | 8,510 | $585K | 0.1% | N/A | 0.109% | |
| 1/28/2025 | 1900 Wealth Management LLC | 158,043 | $10.93M | 0.9% | -5.0% | 2.026% | |
| 1/27/2025 | Financial Architects LLC | 159,825 | $11.05M | 7.1% | -4.6% | 2.049% | |
| 1/24/2025 | Paul R. Ried Financial Group LLC | 192,648 | $13.32M | 9.3% | N/A | 2.470% | |
| 1/24/2025 | CENTRAL TRUST Co | 33,520 | $2.32M | 0.1% | +124.6% | 0.430% | |
| 1/23/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.8% | N/A | 2.255% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 22,120 | $1.53M | 0.6% | +51.0% | 0.284% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 51,156 | $3.54M | 0.2% | +6.2% | 0.656% | |
| 1/17/2025 | High Probability Advisors LLC | 123,945 | $8.57M | 1.5% | +2.3% | 1.589% | |
| 1/17/2025 | Mutual Advisors LLC | 12,159 | $856K | 0.0% | +3.1% | 0.156% | |
| 1/16/2025 | McCarthy & Cox | 137,649 | $9.52M | 3.3% | +1.3% | 1.765% | |
| 1/14/2025 | Richard P Slaughter Associates Inc | 169,819 | $11.74M | 2.6% | +7.5% | 2.177% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 10,176 | $703K | 0.0% | -32.6% | 0.130% | |
| 1/7/2025 | Westwind Capital | 35,464 | $2.45M | 0.5% | -25.3% | 0.455% | |
| 11/25/2024 | Sanctuary Advisors LLC | 3,183 | $239K | 0.0% | N/A | 0.041% | |
| 11/15/2024 | Jane Street Group LLC | 14,134 | $980K | 0.0% | -20.8% | 0.181% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 3,905 | $271K | 0.0% | +7.2% | 0.050% | |
| 11/14/2024 | Bell Investment Advisors Inc | 84,687 | $5.87M | 1.1% | +12.4% | 1.086% | |
| 11/14/2024 | CreativeOne Wealth LLC | 15,328 | $1.06M | 0.0% | +5.7% | 0.197% | |
| 11/13/2024 | FMR LLC | 1,328 | $92K | 0.0% | +29.7% | 0.017% | |
| 11/8/2024 | Segall Bryant & Hamill LLC | 10,755 | $746K | 0.0% | N/A | 0.138% | |
| 11/6/2024 | Linscomb Wealth Inc. | 38,484 | $2.67M | 0.1% | +3.9% | 0.493% | |
| 11/4/2024 | 1900 Wealth Management LLC | 250,399 | $16.41M | 1.5% | +34.2% | 3.210% | |
| 11/4/2024 | Tyler Stone Wealth Management | 6,200 | $430K | 0.1% | N/A | 0.079% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 23,285 | $1.62M | 0.0% | N/A | 0.299% | |
| 10/30/2024 | Maia Wealth LLC | 6,194 | $423K | 0.1% | -9.2% | 0.079% | |
| 10/29/2024 | Fernwood Investment Management LLC | 5,234 | $363K | 0.1% | -32.7% | 0.067% | |
| 10/29/2024 | Private Wealth Partners LLC | 3,050 | $212K | 0.0% | N/A | 0.039% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 17,691 | $1.23M | 0.1% | +102.4% | 0.227% | |
| 10/28/2024 | Principal Securities Inc. | 77,240 | $5.36M | 0.1% | +6.7% | 0.990% | |
| 10/28/2024 | Stephens Inc. AR | 28,190 | $1.96M | 0.0% | -0.7% | 0.361% | |
| 10/25/2024 | Edge Financial Advisors LLC | 5,442 | $377K | 0.3% | N/A | 0.070% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,641 | $1.85M | 0.0% | -5.6% | 0.342% | |
| 10/23/2024 | Financial Architects LLC | 167,445 | $11.61M | 7.5% | -0.1% | 2.147% | |
| 10/23/2024 | CENTRAL TRUST Co | 14,923 | $1.04M | 0.0% | +26.8% | 0.191% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 173,375 | $12.02M | 1.5% | +1.8% | 2.223% | |
| 10/22/2024 | Private Advisor Group LLC | 23,937 | $1.66M | 0.0% | +6.7% | 0.307% | |
| 10/18/2024 | Raymond James & Associates | 68,874 | $4.78M | 0.0% | -3.9% | 0.883% | |
| 10/16/2024 | Global Retirement Partners LLC | 9,654 | $670K | 0.0% | -25.3% | 0.124% | |
| 10/10/2024 | McCarthy & Cox | 135,882 | $9.42M | 3.6% | -1.8% | 1.742% | |
| 10/9/2024 | Westwind Capital | 47,468 | $3.29M | 0.8% | +577.5% | 0.609% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 48,191 | $3.34M | 0.1% | +9.7% | 0.618% | |
| 10/7/2024 | Richard P Slaughter Associates Inc | 157,912 | $10.95M | 2.5% | -2.0% | 2.025% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 15,091 | $1.05M | 0.0% | +10.1% | 0.193% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 14,651 | $1.02M | 0.6% | +13.2% | 0.188% | |
| 10/2/2024 | American National Bank & Trust | 524,014 | $36.34M | 4.3% | +0.1% | 6.718% | |
| 8/22/2024 | Cetera Investment Advisers | 120,818 | $7.65M | 0.0% | +1.0% | 1.549% | |
| 8/21/2024 | Truist Financial Corp | 9,147 | $579K | 0.0% | -2.3% | 0.117% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 181,736 | $11.51M | 0.0% | +4.5% | 2.330% | |
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| 8/8/2024 | Bell Investment Advisors Inc | 75,334 | $4.77M | 0.9% | +33.1% | 0.966% | |
| 8/8/2024 | Linscomb Wealth Inc. | 37,046 | $2.35M | 0.1% | +7.3% | 0.475% | |
| 8/8/2024 | LPL Financial LLC | 521,568 | $33.04M | 0.0% | +6.1% | 6.687% | |
| 8/6/2024 | First Foundation Advisors | 518,862 | $32.87M | 1.3% | +35.9% | 6.652% | |
| 8/5/2024 | Private Advisor Group LLC | 22,436 | $1.42M | 0.0% | -9.4% | 0.288% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 292,844 | $18.55M | 0.0% | +23.3% | 3.754% | |
| 7/29/2024 | Morris Financial Concepts Inc. | 3,119 | $198K | 0.1% | +33.0% | 0.040% | |
| 7/26/2024 | 1900 Wealth Management LLC | 186,589 | $11.82M | 1.1% | -25.5% | 2.392% | |
| 7/23/2024 | American National Bank | 523,471 | $33.16M | 4.1% | +3.8% | 6.711% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 182,568 | $11.57M | 0.0% | +4.4% | 2.341% | |
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