| 8/1/2025 | New York Life Investment Management LLC | 3,505,439 | $103.31M | 1.0% | -4.9% | 9.973% | |
| 8/1/2025 | GGM Financials LLC | 15,749 | $464K | 0.1% | -59.7% | 0.045% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 189,792 | $5.59M | 0.0% | +20.7% | 0.540% | |
| 7/31/2025 | Mason & Associates Inc | 439,022 | $12.94M | 3.0% | +0.5% | 1.249% | |
| 7/31/2025 | Trademark Financial Management LLC | 7,806 | $230K | 0.1% | -38.5% | 0.022% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 71,040 | $2.09M | 0.9% | +82.3% | 0.202% | |
| 7/29/2025 | International Assets Investment Management LLC | 19,358 | $570K | 0.0% | N/A | 0.055% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,090 | $356K | 0.0% | -13.0% | 0.034% | |
| 7/25/2025 | Landmark Wealth Management LLC | 332,001 | $9.78M | 4.2% | +0.3% | 0.945% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 19,175 | $565K | 0.1% | -3.8% | 0.055% | |
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| 7/25/2025 | Concurrent Investment Advisors LLC | 222,496 | $6.56M | 0.1% | +3.3% | 0.633% | |
| 7/24/2025 | JNBA Financial Advisors | 1,500 | $44K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Marino Stram & Associates LLC | 225,840 | $6.66M | 1.3% | +36.3% | 0.643% | |
| 7/17/2025 | Capital Investment Advisors LLC | 19,270 | $568K | 0.0% | N/A | 0.055% | |
| 7/15/2025 | Revisor Wealth Management LLC | 35,384 | $1.05M | 0.4% | -10.3% | 0.101% | |
| 7/11/2025 | Farther Finance Advisors LLC | 481,277 | $14.18M | 0.3% | +30.1% | 1.377% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 198,657 | $5.89M | 0.0% | N/A | 0.568% | |
| 7/10/2025 | Atticus Wealth Management LLC | 8,143 | $240K | 0.1% | N/A | 0.023% | |
| 5/29/2025 | Nova Wealth Management Inc. | 11,751 | $323K | 0.3% | -5.9% | 0.033% | |
| 5/19/2025 | Jane Street Group LLC | 477,622 | $13.14M | 0.0% | +610.5% | 1.388% | |
| 5/16/2025 | Redwood Financial Network Corp | 43,030 | $1.18M | 0.9% | +3.0% | 0.125% | |
| 5/15/2025 | Royal Bank of Canada | 365,063 | $10.05M | 0.0% | +17.1% | 1.061% | |
| 5/14/2025 | Jane Street Group LLC | 477,622 | $13.14M | 0.0% | +610.5% | 1.388% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 307,546 | $8.46M | 0.0% | +59.8% | 0.894% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,490,734 | $151.14M | 0.0% | +6.2% | 15.961% | |
| 5/14/2025 | CW Advisors LLC | 233,216 | $6.42M | 0.1% | N/A | 0.678% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,986,335 | $54.66M | 0.0% | +4.1% | 5.774% | |
| 5/13/2025 | HighTower Advisors LLC | 29,447 | $810K | 0.0% | -32.2% | 0.086% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 77,218 | $2.13M | 0.1% | +3.9% | 0.224% | |
| 5/8/2025 | MONECO Advisors LLC | 20,397 | $561K | 0.1% | +15.9% | 0.059% | |
| 5/7/2025 | LPL Financial LLC | 915,919 | $25.21M | 0.0% | -20.0% | 2.663% | |
| 5/7/2025 | MRP Capital Investments LLC | 4,000 | $110K | 0.1% | N/A | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 20,680 | $569K | 0.0% | -6.3% | 0.060% | |
| 5/6/2025 | Kovack Advisors Inc. | 8,080 | $222K | 0.0% | -85.8% | 0.023% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 704,192 | $19.38M | 8.9% | +11.5% | 2.047% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 98,343 | $2.71M | 0.0% | +35.1% | 0.286% | |
| 5/5/2025 | Private Advisor Group LLC | 58,338 | $1.61M | 0.0% | +3.5% | 0.170% | |
| 5/2/2025 | Fortis Group Advisors LLC | 39,064 | $1.08M | 0.2% | -25.9% | 0.114% | |
| 5/2/2025 | Landmark Wealth Management LLC | 330,957 | $9.11M | 4.0% | N/A | 0.962% | |
| 4/30/2025 | Cerity Partners LLC | 607,176 | $16.71M | 0.0% | +8.6% | 1.765% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 13,890 | $382K | 0.0% | N/A | 0.040% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 157,275 | $4.33M | 0.0% | +31.8% | 0.457% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 215,430 | $5.93M | 0.1% | +8.6% | 0.626% | |
| 4/28/2025 | Revisor Wealth Management LLC | 39,462 | $1.09M | 0.5% | -2.6% | 0.108% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 19,930 | $548K | 0.1% | +2.9% | 0.054% | |
| 4/25/2025 | Trademark Financial Management LLC | 12,685 | $349K | 0.3% | -34.1% | 0.035% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 82,415 | $2.27M | 0.0% | +7.3% | 0.225% | |
| 4/22/2025 | Veridan Wealth LLC | 180,255 | $4.96M | 2.2% | +3.3% | 0.492% | |
| 4/21/2025 | Marino Stram & Associates LLC | 165,727 | $4.56M | 1.0% | -9.3% | 0.452% | |
| 4/17/2025 | Mason & Associates Inc | 436,689 | $12.02M | 3.0% | +1.1% | 1.192% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 946 | $26K | 0.0% | N/A | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 369,966 | $10.20M | 0.3% | +329.8% | 1.009% | |
| 4/11/2025 | GGM Financials LLC | 39,098 | $1.08M | 0.7% | +1.7% | 0.107% | |
| 2/26/2025 | Advisor Resource Council | 14,100 | $367K | 0.3% | N/A | 0.064% | |
| 2/20/2025 | Revisor Wealth Management LLC | 40,510 | $1.09M | 1.0% | +45.2% | 0.184% | |
| 2/18/2025 | GTS Securities LLC | 9,211 | $240K | 0.0% | N/A | 0.042% | |
| 2/17/2025 | Redwood Financial Network Corp | 41,774 | $1.09M | 0.8% | +7.4% | 0.190% | |
| 2/17/2025 | Cetera Investment Advisers | 22,080 | $575K | 0.0% | -4.3% | 0.100% | |
| 2/17/2025 | Citadel Advisors LLC | 29,169 | $760K | 0.0% | N/A | 0.133% | |
| 2/17/2025 | Bank of America Corp DE | 1,405,269 | $36.62M | 0.0% | +8.1% | 6.388% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,170,903 | $134.74M | 0.0% | +32.4% | 23.504% | |
| 2/14/2025 | Jane Street Group LLC | 67,222 | $1.75M | 0.0% | -19.6% | 0.306% | |
| 2/14/2025 | Comerica Bank | 3,115 | $81K | 0.0% | -41.3% | 0.014% | |
| 2/14/2025 | MML Investors Services LLC | 70,815 | $1.85M | 0.0% | +124.8% | 0.322% | |
| 2/13/2025 | Mariner LLC | 46,976 | $1.22M | 0.0% | -13.0% | 0.214% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 67,881 | $1.77M | 0.0% | +0.6% | 0.309% | |
| 2/13/2025 | Cerity Partners LLC | 558,869 | $14.56M | 0.0% | +30.8% | 2.540% | |
| 2/13/2025 | Waterloo Capital L.P. | 75,063 | $1.96M | 0.2% | -1.5% | 0.341% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 119,297 | $3.11M | 0.0% | +48.5% | 0.542% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 74,286 | $1.94M | 0.1% | +1.1% | 0.338% | |
| 2/12/2025 | WESCAP Management Group Inc. | 74,505 | $1.94M | 0.5% | -0.6% | 0.339% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 3,688 | $96K | 0.0% | -12.4% | 0.017% | |
| 2/12/2025 | JPMorgan Chase & Co. | 146,297 | $3.81M | 0.0% | +5.9% | 0.665% | |
| 2/11/2025 | LPL Financial LLC | 1,145,527 | $29.85M | 0.0% | +11.3% | 5.207% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 105,235 | $2.74M | 0.6% | N/A | 0.478% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 39,054 | $1.02M | 0.0% | +15.1% | 0.178% | |
| 2/10/2025 | Farther Finance Advisors LLC | 86,072 | $2.24M | 0.1% | +17.1% | 0.391% | |
| 2/7/2025 | HighTower Advisors LLC | 43,424 | $1.13M | 0.0% | -2.6% | 0.197% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 49,419 | $1.29M | 0.0% | -7.1% | 0.225% | |
| 2/5/2025 | Veridan Wealth LLC | 174,470 | $4.70M | 2.2% | N/A | 0.793% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 76,781 | $2.00M | 0.0% | -2.0% | 0.349% | |
| 2/5/2025 | Kovack Advisors Inc. | 56,798 | $1.48M | 0.1% | -4.3% | 0.258% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 631,349 | $16.45M | 7.7% | +5.0% | 2.870% | |
| 2/5/2025 | New York Life Investment Management LLC | 4,189,063 | $109.17M | 1.1% | +0.9% | 19.041% | |
| 2/4/2025 | MONECO Advisors LLC | 17,605 | $459K | 0.0% | N/A | 0.080% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 198,361 | $5.17M | 0.1% | +4.8% | 0.902% | |
| 2/3/2025 | Private Advisor Group LLC | 56,349 | $1.47M | 0.0% | +2.5% | 0.256% | |
| 1/31/2025 | Fortis Group Advisors LLC | 52,729 | $1.37M | 0.3% | +29.6% | 0.240% | |
| 1/31/2025 | D.A. Davidson & CO. | 26,077 | $680K | 0.0% | -5.3% | 0.119% | |
| 1/31/2025 | Sanctuary Advisors LLC | 1,556,671 | $42.67M | 0.3% | +10.2% | 7.076% | |
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| 1/30/2025 | Trademark Financial Management LLC | 19,260 | $502K | 0.4% | -2.2% | 0.088% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 257,385 | $6.71M | 0.3% | +5.2% | 1.170% | |
| 1/29/2025 | GGM Financials LLC | 38,447 | $1.00M | 1.1% | +24.5% | 0.175% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 72,779 | $1.90M | 0.0% | +123.2% | 0.331% | |
| 1/27/2025 | Insight Advisors LLC PA | 11,953 | $310K | 0.1% | -6.3% | 0.054% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 184,017 | $4.80M | 0.3% | +3.4% | 0.836% | |
| 1/17/2025 | Independent Wealth Network Inc. | 8,445 | $220K | 0.1% | N/A | 0.038% | |
| 1/17/2025 | Marino Stram & Associates LLC | 182,692 | $4.76M | 1.1% | +0.8% | 0.830% | |
| 1/14/2025 | Mason & Associates Inc | 431,778 | $11.25M | 2.6% | +8.4% | 1.963% | |
| 12/26/2024 | JPMorgan Chase & Co. | 138,189 | $3.82M | 0.0% | -0.4% | 0.628% | |
