| 2/18/2025 | Focus Partners Advisor Solutions LLC | 9,295 | $359K | 0.0% | +44.3% | 0.088% | |
| 2/17/2025 | Focus Partners Wealth | 365,162 | $14.12M | 0.0% | +5.2% | 3.468% | |
| 2/17/2025 | Cetera Investment Advisers | 72,567 | $2.81M | 0.0% | +15.9% | 0.689% | |
| 2/17/2025 | Captrust Financial Advisors | 49,737 | $1.92M | 0.0% | -4.2% | 0.472% | |
| 2/17/2025 | Bank of America Corp DE | 595,293 | $23.01M | 0.0% | +21.7% | 5.653% | |
| 2/14/2025 | Jane Street Group LLC | 32,262 | $1.25M | 0.0% | +262.5% | 0.306% | |
| 2/14/2025 | MML Investors Services LLC | 50,661 | $1.96M | 0.0% | -23.1% | 0.481% | |
| 2/13/2025 | NewEdge Advisors LLC | 29,153 | $1.13M | 0.0% | -18.7% | 0.277% | |
| 2/13/2025 | Mariner LLC | 120,559 | $4.66M | 0.0% | +190.1% | 1.145% | |
| 2/13/2025 | Crux Wealth Advisors | 80,058 | $3.10M | 1.7% | N/A | 0.760% | |
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| 2/13/2025 | Raymond James Financial Inc. | 1,126,791 | $43.56M | 0.0% | N/A | 10.701% | |
| 2/13/2025 | Sepio Capital LP | 109,216 | $4.22M | 0.3% | +1.3% | 1.037% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 87,051 | $3.37M | 0.0% | -36.2% | 0.827% | |
| 2/12/2025 | World Investment Advisors | 344,902 | $13.33M | 0.4% | +2.5% | 3.275% | |
| 2/12/2025 | OneAscent Financial Services LLC | 8,164 | $316K | 0.0% | N/A | 0.078% | |
| 2/12/2025 | Private Portfolio Partners LLC | 28,805 | $1.11M | 0.2% | +3.0% | 0.274% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,024 | $272K | 0.0% | N/A | 0.067% | |
| 2/12/2025 | RiverFront Investment Group LLC | 63,603 | $2.46M | 0.1% | +10.3% | 0.604% | |
| 2/12/2025 | JPMorgan Chase & Co. | 59,107 | $2.29M | 0.0% | +2,880.7% | 0.561% | |
| 2/11/2025 | LPL Financial LLC | 294,964 | $11.40M | 0.0% | +41.4% | 2.801% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 6,955 | $269K | 0.0% | -20.6% | 0.066% | |
| 2/10/2025 | Harbour Investments Inc. | 3,236 | $125K | 0.0% | -31.0% | 0.031% | |
| 2/10/2025 | Montis Financial LLC | 189,747 | $7.34M | 2.3% | N/A | 1.802% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 154,839 | $5.99M | 0.0% | +9.1% | 1.470% | |
| 2/10/2025 | Madison Wealth Partners Inc | 8,068 | $312K | 0.1% | -19.7% | 0.077% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 68,408 | $2.65M | 0.0% | -1.9% | 0.650% | |
| 2/7/2025 | HighTower Advisors LLC | 1,572,624 | $60.80M | 0.1% | +13.1% | 14.935% | |
| 2/7/2025 | Donaldson Capital Management LLC | 19,138 | $740K | 0.0% | +10.4% | 0.182% | |
| 2/7/2025 | Naviter Wealth LLC | 62,644 | $2.43M | 0.3% | -8.9% | 0.595% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,126,791 | $43.56M | 0.0% | N/A | 10.701% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 547,529 | $21.17M | 0.2% | +3.9% | 5.200% | |
| 2/6/2025 | Jones Financial Companies Lllp | 40,742 | $1.58M | 0.0% | +54.3% | 0.387% | |
| 2/5/2025 | West Michigan Advisors LLC | 7,271 | $282K | 0.1% | -26.1% | 0.069% | |
| 2/3/2025 | Advyzon Investment Management LLC | 21,649 | $837K | 0.3% | N/A | 0.206% | |
| 2/3/2025 | Private Advisor Group LLC | 15,085 | $583K | 0.0% | +32.6% | 0.143% | |
| 1/31/2025 | Sanctuary Advisors LLC | 47,532 | $1.84M | 0.0% | +40.5% | 0.451% | |
| 1/29/2025 | GGM Financials LLC | 14,299 | $553K | 0.6% | N/A | 0.136% | |
| 1/28/2025 | Strid Group LLC | 82,267 | $3.18M | 0.5% | +1.2% | 0.781% | |
| 1/27/2025 | Legacy CG LLC | 312,475 | $12.08M | 3.7% | +5.6% | 2.967% | |
| 1/27/2025 | Bleakley Financial Group LLC | 51,253 | $1.98M | 0.1% | +287.2% | 0.487% | |
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| 1/24/2025 | Princeton Global Asset Management LLC | 2,682 | $104K | 0.0% | +338.2% | 0.025% | |
| 1/23/2025 | Fifth Third Securities Inc. | 22,742 | $879K | 0.1% | +55.1% | 0.216% | |
| 1/23/2025 | Masso Torrence Wealth Management Inc. | 22,935 | $887K | 0.5% | -4.4% | 0.218% | |
| 1/22/2025 | Sterling Investment Counsel LLC | 36,519 | $1.41M | 0.9% | -70.6% | 0.347% | |
| 1/21/2025 | Legacy Wealth Management Inc | 501,378 | $19.38M | 1.2% | +13.8% | 4.761% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 24,110 | $932K | 0.1% | +36.2% | 0.229% | |
| 1/17/2025 | Goldstein Advisors LLC | 519,226 | $20.07M | 2.9% | +9.7% | 4.931% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 136,446 | $5.28M | 0.0% | -2.8% | 1.296% | |
| 1/17/2025 | Westside Investment Management Inc. | 30,559 | $1.18M | 0.2% | -1.0% | 0.290% | |
| 1/17/2025 | Magnus Financial Group LLC | 33,059 | $1.28M | 0.1% | -1.4% | 0.314% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 36,306 | $1.40M | 0.1% | +1.0% | 0.345% | |
| 1/16/2025 | Thrive Wealth Management LLC | 22,743 | $879K | 0.2% | +59.4% | 0.216% | |
| 1/16/2025 | Bernardo Wealth Planning LLC | 131,325 | $5.05M | 1.2% | -10.1% | 1.247% | |
| 1/15/2025 | HB Wealth Management LLC | 6,380 | $247K | 0.0% | +11.2% | 0.061% | |
| 1/15/2025 | Merit Financial Group LLC | 87,749 | $3.39M | 0.1% | +2.7% | 0.833% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 262,079 | $10.13M | 0.3% | +5.1% | 2.489% | |
| 1/15/2025 | Central Valley Advisors LLC | 50,427 | $1.95M | 0.9% | +1.6% | 0.479% | |
| 1/14/2025 | ERn Financial LLC | 206,946 | $8.00M | 1.2% | +1.5% | 1.965% | |
| 1/14/2025 | Richard P Slaughter Associates Inc | 14,705 | $568K | 0.1% | N/A | 0.140% | |
| 1/13/2025 | AdvisorNet Financial Inc | 6,750 | $261K | 0.0% | N/A | 0.064% | |
| 1/13/2025 | Signet Financial Management LLC | 28,023 | $1.08M | 0.1% | +2.9% | 0.266% | |
| 1/13/2025 | Consilio Wealth Advisors LLC | 112,365 | $4.34M | 1.8% | +6.0% | 1.067% | |
| 1/7/2025 | Stonehearth Capital Management LLC | 13,018 | $503K | 0.2% | +9.0% | 0.124% | |
| 1/3/2025 | GAMMA Investing LLC | 19,144 | $740K | 0.1% | +14.0% | 0.182% | |
| 11/25/2024 | World Investment Advisors LLC | 336,596 | $13.26M | 0.3% | N/A | 3.197% | |
| 11/25/2024 | Sanctuary Advisors LLC | 33,821 | $1.32M | 0.0% | +119.9% | 0.321% | |
| 11/20/2024 | Westside Investment Management Inc. | 30,859 | $1.21M | 0.3% | +12.0% | 0.293% | |
| 11/15/2024 | MML Investors Services LLC | 65,875 | $2.60M | 0.0% | +3.0% | 0.626% | |
| 11/15/2024 | Jane Street Group LLC | 8,900 | $351K | 0.0% | N/A | 0.085% | |
| 11/15/2024 | HighTower Advisors LLC | 1,390,586 | $54.79M | 0.1% | +12.1% | 13.206% | |
| 11/14/2024 | Captrust Financial Advisors | 51,904 | $2.05M | 0.0% | -3.1% | 0.493% | |
| 11/5/2024 | Harbour Investments Inc. | 4,692 | $185K | 0.0% | +63.2% | 0.045% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 8,757 | $345K | 0.0% | -24.6% | 0.083% | |
| 10/30/2024 | Landmark Wealth Management LLC | 54,039 | $2.13M | 0.9% | -1.8% | 0.513% | |
| 10/30/2024 | Legacy CG LLC | 295,917 | $11.66M | 3.8% | -1.0% | 2.810% | |
| 10/29/2024 | Donaldson Capital Management LLC | 17,336 | $683K | 0.0% | +78.4% | 0.165% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 140,323 | $5.53M | 0.0% | +4.0% | 1.333% | |
| 10/25/2024 | Legacy Wealth Management Inc | 440,435 | $17.35M | 1.1% | +4.0% | 4.183% | |
| 10/24/2024 | Goldstein Advisors LLC | 473,490 | $18.66M | 2.8% | +6.2% | 4.497% | |
| 10/24/2024 | Masso Torrence Wealth Management Inc. | 23,985 | $945K | 0.5% | N/A | 0.228% | |
| 10/23/2024 | West Michigan Advisors LLC | 9,844 | $389K | 0.1% | -53.8% | 0.093% | |
| 10/22/2024 | Sterling Investment Counsel LLC | 124,048 | $4.89M | 1.7% | +5.7% | 1.178% | |
| 10/22/2024 | Private Advisor Group LLC | 11,380 | $448K | 0.0% | +46.4% | 0.108% | |
| 10/19/2024 | Bernardo Wealth Planning LLC | 146,111 | $5.74M | 1.4% | -2.4% | 1.388% | |
| 10/18/2024 | Raymond James & Associates | 63,630 | $2.51M | 0.0% | +1.2% | 0.604% | |
| 10/17/2024 | Strid Group LLC | 81,272 | $3.20M | 0.5% | +7.1% | 0.772% | |
| 10/16/2024 | Bleakley Financial Group LLC | 13,236 | $521K | 0.0% | +12.4% | 0.126% | |
| 10/16/2024 | Naviter Wealth LLC | 68,746 | $2.72M | 0.4% | +42.2% | 0.653% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 17,706 | $698K | 0.0% | +16.6% | 0.168% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 35,964 | $1.42M | 0.2% | -10.8% | 0.342% | |
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| 10/16/2024 | ERn Financial LLC | 203,918 | $8.03M | 1.2% | -0.4% | 1.937% | |
| 10/15/2024 | Magnus Financial Group LLC | 33,519 | $1.32M | 0.1% | +3.0% | 0.318% | |
| 10/7/2024 | Consilio Wealth Advisors LLC | 106,034 | $4.18M | 1.7% | +4.6% | 1.007% | |
| 10/7/2024 | GAMMA Investing LLC | 16,788 | $661K | 0.1% | +108.9% | 0.159% | |
| 10/4/2024 | Thrive Wealth Management LLC | 14,267 | $562K | 0.1% | -4.6% | 0.135% | |
| 10/2/2024 | Stonehearth Capital Management LLC | 11,941 | $470K | 0.2% | +16.8% | 0.113% | |
| 9/5/2024 | Sanctuary Advisors LLC | 15,383 | $590K | 0.0% | N/A | 0.146% | |
| 8/28/2024 | RiverFront Investment Group LLC | 31,566 | $1.22M | 0.0% | +8.4% | 0.300% | |
| 8/21/2024 | Truist Financial Corp | 8,443 | $327K | 0.0% | N/A | 0.080% | |
| 8/16/2024 | NewEdge Advisors LLC | 39,187 | $1.52M | 0.0% | -27.7% | 0.372% | |
