| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,768 | $424K | 0.0% | +9.4% | 0.034% | |
| 2/25/2025 | Heck Capital Advisors LLC | 746,571 | $21.44M | 1.3% | N/A | 1.744% | |
| 2/18/2025 | Retirement Planning Group LLC | 10,503 | $302K | 0.0% | N/A | 0.025% | |
| 2/18/2025 | 10Elms LLP | 2,069 | $59K | 0.1% | N/A | 0.005% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 2,523,641 | $72.48M | 14.9% | +1.1% | 7.010% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 9,982 | $287K | 0.0% | -16.7% | 0.028% | |
| 2/17/2025 | EP Wealth Advisors LLC | 8,138 | $234K | 0.0% | +14.5% | 0.023% | |
| 2/17/2025 | Captrust Financial Advisors | 67,272 | $1.93M | 0.0% | +18.9% | 0.187% | |
| 2/17/2025 | Bank of America Corp DE | 340,613 | $9.78M | 0.0% | +1.4% | 0.946% | |
| 2/17/2025 | Ameriprise Financial Inc. | 891,076 | $25.59M | 0.0% | +0.6% | 2.475% | |
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| 2/17/2025 | Aptus Capital Advisors LLC | 11,089 | $318K | 0.0% | -14.8% | 0.031% | |
| 2/17/2025 | AlTi Global Inc. | 141,589 | $4.07M | 0.1% | +13.0% | 0.393% | |
| 2/14/2025 | Jane Street Group LLC | 100,405 | $2.88M | 0.0% | +296.7% | 0.279% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,503,165 | $43.17M | 0.5% | +22.7% | 4.175% | |
| 2/14/2025 | GeoWealth Management LLC | 46,213 | $1.33M | 0.0% | -1.8% | 0.128% | |
| 2/13/2025 | NewEdge Advisors LLC | 32,201 | $925K | 0.0% | +17.7% | 0.089% | |
| 2/13/2025 | Mariner LLC | 95,023 | $2.73M | 0.0% | +145.9% | 0.264% | |
| 2/13/2025 | SageView Advisory Group LLC | 8,672 | $249K | 0.0% | -16.6% | 0.024% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 68,700 | $1.97M | 0.0% | N/A | 0.191% | |
| 2/13/2025 | Raymond James Financial Inc. | 946,471 | $27.18M | 0.0% | N/A | 2.629% | |
| 2/13/2025 | Cerity Partners LLC | 75,786 | $2.18M | 0.0% | +1.4% | 0.211% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 885,256 | $25.43M | 0.0% | +16.5% | 2.459% | |
| 2/13/2025 | Wells Fargo & Company MN | 458,494 | $13.17M | 0.0% | +11.9% | 1.274% | |
| 2/12/2025 | Summit Financial LLC | 24,534 | $705K | 0.0% | -7.2% | 0.068% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,425,417 | $40.94M | 0.0% | +1,462.5% | 3.959% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 90,174 | $2.59M | 0.1% | -1.6% | 0.250% | |
| 2/11/2025 | Modern Wealth Management LLC | 476,218 | $14.41M | 0.5% | -2.6% | 1.323% | |
| 2/11/2025 | LPL Financial LLC | 72,055 | $2.07M | 0.0% | +1.6% | 0.200% | |
| 2/11/2025 | SigFig Wealth Management LLC | 119,295 | $3.43M | 0.1% | -0.9% | 0.331% | |
| 2/11/2025 | Strategic Financial Services Inc. | 8,506,713 | $244.31M | 14.6% | +8.0% | 23.630% | |
| 2/11/2025 | Stokes Family Office LLC | 1,069,493 | $30.72M | 3.3% | +6.1% | 2.971% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 1,830,271 | $52.57M | 5.1% | +2.2% | 5.084% | |
| 2/10/2025 | Corient Private Wealth LLC | 935,056 | $26.86M | 0.0% | -1.0% | 2.597% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 99,711 | $2.86M | 0.0% | -5.6% | 0.277% | |
| 2/10/2025 | Phillips Financial Management LLC | 422,974 | $12.15M | 1.0% | -6.7% | 1.175% | |
| 2/10/2025 | Farther Finance Advisors LLC | 145,823 | $4.19M | 0.2% | +4.1% | 0.405% | |
| 2/7/2025 | Independent Advisor Alliance | 41,941 | $1.21M | 0.0% | N/A | 0.117% | |
| 2/7/2025 | New Insight Wealth Advisors | 7,209 | $207K | 0.1% | -32.1% | 0.020% | |
| 2/6/2025 | Raymond James Financial Inc. | 946,471 | $27.18M | 0.0% | N/A | 2.629% | |
| 2/6/2025 | Atria Investments Inc | 163,741 | $4.70M | 0.1% | -4.3% | 0.455% | |
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| 2/6/2025 | Assetmark Inc. | 995 | $29K | 0.0% | +885.1% | 0.003% | |
| 2/6/2025 | Westover Capital Advisors LLC | 6,998 | $201K | 0.0% | N/A | 0.019% | |
| 2/6/2025 | DDFG Inc | 214,576 | $6.16M | 1.8% | +4.8% | 0.596% | |
| 2/6/2025 | Jones Financial Companies Lllp | 88,160 | $2.53M | 0.0% | +29.4% | 0.245% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 3,142,298 | $90.25M | 5.0% | +9.9% | 8.729% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 14,777 | $425K | 0.0% | +64.5% | 0.041% | |
| 2/5/2025 | Dynasty Wealth Management LLC | 68,046 | $1.95M | 0.0% | N/A | 0.189% | |
| 2/5/2025 | First Command Advisory Services Inc. | 681,638 | $19.58M | 0.2% | +15.4% | 1.893% | |
| 2/5/2025 | Weil Company Inc. | 181,280 | $5.21M | 1.8% | +1,384.0% | 0.504% | |
| 2/4/2025 | IFP Advisors Inc | 1,260 | $36K | 0.0% | N/A | 0.004% | |
| 2/4/2025 | Capital Advisors Ltd. LLC | 13,392 | $385K | 0.0% | -6.3% | 0.037% | |
| 2/3/2025 | Callan Capital LLC | 769,558 | $22.10M | 1.6% | -2.5% | 2.138% | |
| 2/3/2025 | Citizens National Bank Trust Department | 139,203 | $4.00M | 0.8% | -4.7% | 0.387% | |
| 1/31/2025 | Beirne Wealth Consulting Services LLC | 104,740 | $3.01M | 1.1% | +1.3% | 0.291% | |
| 1/31/2025 | Kestra Investment Management LLC | 1,229,373 | $35.31M | 1.4% | +2.2% | 3.415% | |
| 1/31/2025 | Sanctuary Advisors LLC | 127,932 | $3.86M | 0.0% | -2.8% | 0.355% | |
| 1/30/2025 | Seascape Capital Management | 13,599 | $391K | 0.1% | -7.3% | 0.038% | |
| 1/30/2025 | Quadrant Private Wealth Management LLC | 10,465 | $301K | 0.1% | -66.1% | 0.029% | |
| 1/29/2025 | Avestar Capital LLC | 152,308 | $4.37M | 0.4% | +120.1% | 0.423% | |
| 1/29/2025 | Savant Capital LLC | 30,041 | $863K | 0.0% | -9.4% | 0.083% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 72,719 | $2.09M | 0.0% | -4.7% | 0.202% | |
| 1/27/2025 | Stratos Investment Management LLC | 68,103 | $1.96M | 0.1% | N/A | 0.189% | |
| 1/24/2025 | Archer Investment Management LLC | 48,164 | $1.38M | 0.9% | N/A | 0.134% | |
| 1/24/2025 | Magnolia Capital Advisors LLC | 19,141 | $550K | 0.3% | +5.3% | 0.053% | |
| 1/24/2025 | Brio Consultants LLC | 194,491 | $5.59M | 0.9% | +7.7% | 0.540% | |
| 1/24/2025 | RHS Financial LLC | 24,238 | $696K | 0.4% | -32.0% | 0.067% | |
| 1/23/2025 | Heck Capital Advisors LLC | 746,571 | $21.44M | 1.5% | N/A | 2.074% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 16,750 | $481K | 0.0% | +44.1% | 0.047% | |
| 1/23/2025 | Foster & Motley Inc. | 510,040 | $14.65M | 1.0% | -5.1% | 1.417% | |
| 1/23/2025 | Wade Financial Advisory Inc | 291,255 | $8.37M | 2.8% | +11.2% | 0.809% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 21,225 | $610K | 0.1% | +20.8% | 0.059% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 256,564 | $7.37M | 0.1% | N/A | 0.713% | |
| 1/21/2025 | Lincoln Capital Corp | 58,532 | $1.68M | 0.7% | -57.9% | 0.163% | |
| 1/17/2025 | Edge Financial Advisors LLC | 40,179 | $1.15M | 1.0% | +1.5% | 0.112% | |
| 1/17/2025 | ForthRight Wealth Management LLC | 9,872 | $284K | 0.1% | -17.8% | 0.027% | |
| 1/17/2025 | Atomi Financial Group Inc. | 1,537,960 | $44.17M | 2.2% | +33.9% | 4.272% | |
| 1/16/2025 | Thrive Wealth Management LLC | 404,131 | $11.61M | 2.1% | -0.2% | 1.123% | |
| 1/16/2025 | Diversify Advisory Services LLC | 52,190 | $1.49M | 0.1% | -15.9% | 0.145% | |
| 1/15/2025 | Sterling Financial Group Inc. | 435,009 | $12.49M | 4.6% | N/A | 1.208% | |
| 1/14/2025 | Acropolis Investment Management LLC | 277,970 | $7.98M | 0.5% | +27.6% | 0.772% | |
| 1/14/2025 | Park Avenue Securities LLC | 7,401 | $213K | 0.0% | -24.0% | 0.021% | |
| 1/3/2025 | Versant Capital Management Inc | 4,452 | $128K | 0.0% | +477.4% | 0.012% | |
| 12/26/2024 | JPMorgan Chase & Co. | 91,229 | $2.87M | 0.0% | +50.6% | 0.253% | |
| 11/25/2024 | Sanctuary Advisors LLC | 131,661 | $3.88M | 0.0% | -62.1% | 0.366% | |
| 11/15/2024 | EP Wealth Advisors LLC | 7,106 | $223K | 0.0% | +8.1% | 0.020% | |
| 11/15/2024 | Jane Street Group LLC | 25,311 | $796K | 0.0% | -87.4% | 0.070% | |
| 11/15/2024 | SageView Advisory Group LLC | 10,400 | $327K | 0.0% | -25.5% | 0.029% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,224,727 | $38.49M | 0.5% | +16.9% | 3.402% | |
| 11/15/2024 | HighTower Advisors LLC | 271,735 | $8.54M | 0.0% | +1.5% | 0.755% | |
| 11/15/2024 | Kestra Investment Management LLC | 1,203,074 | $37.81M | 1.6% | +12.0% | 3.342% | |
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| 11/14/2024 | Acropolis Investment Management LLC | 217,876 | $6.85M | 0.4% | +1.1% | 0.605% | |
| 11/14/2024 | Flow Traders U.S. LLC | 14,724 | $463K | 0.0% | N/A | 0.041% | |
| 11/14/2024 | Captrust Financial Advisors | 56,584 | $1.78M | 0.0% | -1.0% | 0.157% | |
| 11/13/2024 | Avestar Capital LLC | 69,199 | $2.18M | 0.2% | -7.9% | 0.192% | |
| 11/12/2024 | Wescott Financial Advisory Group LLC | 12,310 | $387K | 0.0% | -4.2% | 0.034% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 76,289 | $2.40M | 0.1% | -4.5% | 0.212% | |
| 11/12/2024 | Cerity Partners LLC | 74,713 | $2.35M | 0.0% | -3.3% | 0.208% | |
| 11/8/2024 | Horan Capital Advisors LLC. | 6,642 | $209K | 0.1% | N/A | 0.018% | |
| 11/7/2024 | Phillips Financial Management LLC | 453,301 | $14.25M | 1.1% | -6.7% | 1.259% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 91,611 | $2.88M | 0.1% | +3.7% | 0.254% | |
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