| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,112 | $203K | 0.0% | -5.7% | 0.031% | |
| 2/17/2025 | Focus Partners Wealth | 452,482 | $22.38M | 0.1% | +1.8% | 3.724% | |
| 2/17/2025 | Cetera Investment Advisers | 31,145 | $1.54M | 0.0% | +11.0% | 0.256% | |
| 2/17/2025 | Captrust Financial Advisors | 5,649 | $279K | 0.0% | +6.3% | 0.046% | |
| 2/17/2025 | Bank of America Corp DE | 412,775 | $20.42M | 0.0% | +6.4% | 3.397% | |
| 2/17/2025 | Benjamin Edwards Inc. | 4,808 | $238K | 0.0% | N/A | 0.040% | |
| 2/17/2025 | Ameriprise Financial Inc. | 108,275 | $5.36M | 0.0% | +22.3% | 0.891% | |
| 2/14/2025 | Gallagher Fiduciary Advisors LLC | 281,596 | $13.93M | 2.7% | -11.8% | 2.318% | |
| 2/14/2025 | Jane Street Group LLC | 10,972 | $543K | 0.0% | N/A | 0.090% | |
| 2/14/2025 | Lido Advisors LLC | 11,041 | $546K | 0.0% | N/A | 0.091% | |
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| 2/14/2025 | MML Investors Services LLC | 81,479 | $4.03M | 0.0% | -0.8% | 0.671% | |
| 2/13/2025 | NewEdge Advisors LLC | 18,673 | $924K | 0.0% | +146.0% | 0.154% | |
| 2/13/2025 | CreativeOne Wealth LLC | 12,726 | $629K | 0.0% | -3.2% | 0.105% | |
| 2/13/2025 | Mariner LLC | 60,289 | $2.98M | 0.0% | +0.5% | 0.496% | |
| 2/13/2025 | Raymond James Financial Inc. | 115,954 | $5.74M | 0.0% | N/A | 0.954% | |
| 2/13/2025 | Advisory Services Network LLC | 4,251 | $210K | 0.0% | N/A | 0.035% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 33,202 | $1.64M | 0.0% | -0.8% | 0.273% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 19,870 | $983K | 0.1% | +7.5% | 0.164% | |
| 2/13/2025 | Wells Fargo & Company MN | 165,142 | $8.17M | 0.0% | -1.9% | 1.359% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 985 | $49K | 0.0% | N/A | 0.008% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,087,416 | $53.78M | 0.0% | +0.3% | 8.950% | |
| 2/12/2025 | Ipsen Advisor Group LLC | 107,024 | $5.29M | 4.5% | N/A | 0.881% | |
| 2/11/2025 | LPL Financial LLC | 388,941 | $19.24M | 0.0% | +9.6% | 3.201% | |
| 2/11/2025 | Millstone Evans Group LLC | 750 | $37K | 0.0% | N/A | 0.006% | |
| 2/11/2025 | TD Private Client Wealth LLC | 16,509 | $817K | 0.0% | +13.1% | 0.136% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 26,833 | $1.33M | 0.1% | +356.0% | 0.221% | |
| 2/10/2025 | Harbour Investments Inc. | 3,185 | $158K | 0.0% | +40.3% | 0.026% | |
| 2/10/2025 | Corient Private Wealth LLC | 12,431 | $615K | 0.0% | -39.6% | 0.102% | |
| 2/10/2025 | Montis Financial LLC | 6,405 | $317K | 0.1% | N/A | 0.053% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 78,135 | $3.87M | 0.0% | +1.1% | 0.643% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 394,518 | $19.51M | 0.1% | +4.3% | 3.247% | |
| 2/7/2025 | HighTower Advisors LLC | 44,442 | $2.20M | 0.0% | +0.8% | 0.366% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 29,978 | $1.48M | 0.5% | +2.7% | 0.247% | |
| 2/6/2025 | Raymond James Financial Inc. | 115,954 | $5.74M | 0.0% | N/A | 0.954% | |
| 2/6/2025 | Atria Investments Inc | 279,454 | $13.82M | 0.2% | -12.0% | 2.300% | |
| 2/6/2025 | Synergy Investment Management LLC | 1,416 | $70K | 0.0% | N/A | 0.012% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,072 | $201K | 0.0% | +34.3% | 0.034% | |
| 2/5/2025 | Veridan Wealth LLC | 26,652 | $1.36M | 0.6% | N/A | 0.219% | |
| 2/4/2025 | Synergy Financial Group LTD | 7,192 | $356K | 0.3% | N/A | 0.059% | |
| 2/4/2025 | Black Diamond Financial LLC | 150,248 | $7.43M | 1.1% | +5.5% | 1.237% | |
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| 2/3/2025 | Private Advisor Group LLC | 21,653 | $1.07M | 0.0% | +2.5% | 0.178% | |
| 1/31/2025 | Global Retirement Partners LLC | 12,333 | $610K | 0.0% | -5.5% | 0.102% | |
| 1/31/2025 | Steele Capital Management Inc. | 165,751 | $8.20M | 0.4% | -0.4% | 1.364% | |
| 1/31/2025 | Key Financial Inc | 14,996 | $742K | 0.2% | +11.9% | 0.123% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,236 | $358K | 0.0% | N/A | 0.060% | |
| 1/30/2025 | Valmark Advisers Inc. | 7,982 | $395K | 0.0% | -51.1% | 0.066% | |
| 1/30/2025 | Principal Securities Inc. | 8,923 | $441K | 0.0% | +36.9% | 0.073% | |
| 1/29/2025 | Savant Capital LLC | 6,228 | $308K | 0.0% | -50.0% | 0.051% | |
| 1/28/2025 | Gilliland Jeter Wealth Management LLC | 9,978 | $494K | 0.2% | +7.8% | 0.082% | |
| 1/23/2025 | NorthStar Asset Management LLC NJ | 80,954 | $4.00M | 1.2% | +4.2% | 0.666% | |
| 1/22/2025 | Jim Saulnier & Associates LLC | 5,112 | $253K | 0.2% | N/A | 0.042% | |
| 1/21/2025 | Smith Chas P & Associates PA Cpas | 9,394 | $465K | 0.0% | -6.0% | 0.077% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 29,170 | $1.44M | 0.1% | +11.4% | 0.240% | |
| 1/17/2025 | Avior Wealth Management LLC | 11,704 | $579K | 0.0% | -8.3% | 0.096% | |
| 1/17/2025 | Phoenix Wealth Advisors | 35,236 | $1.74M | 0.8% | +20.6% | 0.290% | |
| 1/15/2025 | Shelton Wealth Management LLC | 23,543 | $1.16M | 0.6% | -9.2% | 0.194% | |
| 1/15/2025 | Merit Financial Group LLC | 7,270 | $360K | 0.0% | -50.6% | 0.060% | |
| 1/15/2025 | Certified Advisory Corp | 74,474 | $3.68M | 0.4% | +7.4% | 0.613% | |
| 1/14/2025 | Park Avenue Securities LLC | 4,752 | $235K | 0.0% | N/A | 0.039% | |
| 1/14/2025 | Breakwater Capital Group | 8,214 | $406K | 0.1% | -5.1% | 0.068% | |
| 1/13/2025 | City Center Advisors LLC | 12,448 | $616K | 0.7% | -6.5% | 0.102% | |
| 1/13/2025 | Matrix Trust Co | 165,751 | $8.20M | 1.4% | -0.4% | 1.364% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,084,465 | $53.10M | 0.0% | +162.7% | 8.926% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 4,373 | $213K | 0.0% | N/A | 0.036% | |
| 11/18/2024 | TD Private Client Wealth LLC | 14,600 | $715K | 0.0% | +2.2% | 0.120% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 26,993 | $1.32M | 0.4% | -29.0% | 0.222% | |
| 11/15/2024 | MML Investors Services LLC | 82,156 | $4.02M | 0.0% | -10.4% | 0.676% | |
| 11/15/2024 | Stifel Financial Corp | 16,635 | $814K | 0.0% | -28.5% | 0.137% | |
| 11/15/2024 | HighTower Advisors LLC | 44,107 | $2.16M | 0.0% | -0.6% | 0.363% | |
| 11/14/2024 | Captrust Financial Advisors | 5,314 | $260K | 0.0% | -11.8% | 0.044% | |
| 11/14/2024 | CreativeOne Wealth LLC | 13,142 | $643K | 0.0% | +7.5% | 0.108% | |
| 11/13/2024 | FMR LLC | 5,868 | $287K | 0.0% | +30.4% | 0.048% | |
| 11/12/2024 | Certified Advisory Corp | 69,322 | $3.39M | 0.4% | +3.5% | 0.571% | |
| 11/12/2024 | Flagstar Advisors Inc. | 4,807 | $235K | 0.1% | -4.2% | 0.040% | |
| 11/9/2024 | Creekside Partners | 21,826 | $1.07M | 0.6% | -2.6% | 0.180% | |
| 11/8/2024 | Steele Capital Management Inc. | 166,476 | $8.17M | 0.4% | +15.4% | 1.370% | |
| 11/8/2024 | Avior Wealth Management LLC | 12,764 | $625K | 0.0% | -7.2% | 0.105% | |
| 11/8/2024 | Prospera Financial Services Inc | 4,318 | $211K | 0.0% | N/A | 0.036% | |
| 11/6/2024 | Black Diamond Financial LLC | 142,464 | $6.99M | 1.2% | +40.0% | 1.173% | |
| 11/4/2024 | Beam Wealth Advisors Inc. | 29,194 | $1.43M | 0.4% | +3.1% | 0.240% | |
| 11/1/2024 | Atria Investments Inc | 317,716 | $15.56M | 0.2% | +2.2% | 2.615% | |
| 11/1/2024 | Aspire Wealth Management Corp | 4,880 | $239K | 0.1% | -13.2% | 0.040% | |
| 10/29/2024 | Opes Wealth Management LLC | 104,440 | $5.11M | 1.0% | +0.8% | 0.860% | |
| 10/29/2024 | IAG Wealth Partners LLC | 71,515 | $3.50M | 0.6% | +2.8% | 0.589% | |
| 10/29/2024 | Key Financial Inc | 13,403 | $656K | 0.1% | +4.3% | 0.110% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 5,885 | $288K | 0.0% | -69.7% | 0.048% | |
| 10/25/2024 | Valmark Advisers Inc. | 16,310 | $799K | 0.0% | N/A | 0.134% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,359 | $213K | 0.0% | N/A | 0.036% | |
| 10/22/2024 | Private Advisor Group LLC | 21,121 | $1.03M | 0.0% | +6.9% | 0.174% | |
| 10/21/2024 | Rodgers & Associates LTD | 30,900 | $1.51M | 0.2% | -5.2% | 0.254% | |
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| 10/21/2024 | Courage Miller Partners LLC | 14,533 | $712K | 0.2% | -5.6% | 0.120% | |
| 10/21/2024 | Gilliland Jeter Wealth Management LLC | 9,260 | $453K | 0.1% | +408.5% | 0.076% | |
| 10/16/2024 | Global Retirement Partners LLC | 13,057 | $639K | 0.0% | -25.2% | 0.107% | |
| 10/11/2024 | Creative Planning | 12,092 | $592K | 0.0% | -13.7% | 0.100% | |
| 10/9/2024 | Matrix Trust Co | 166,476 | $8.15M | 1.5% | +15.4% | 1.370% | |
| 10/8/2024 | CWM LLC | 165,809 | $8.12M | 0.0% | +5.1% | 1.365% | |
| 8/30/2024 | Creekside Partners | 22,409 | $1.02M | 0.6% | N/A | 0.184% | |
| 8/22/2024 | Cetera Investment Advisers | 24,297 | $1.11M | 0.0% | -22.4% | 0.200% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 419,427 | $19.08M | 0.0% | +0.6% | 3.452% | |
| 8/14/2024 | Certified Advisory Corp | 66,967 | $3.05M | 0.4% | +4.9% | 0.551% | |
