| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,801,181 | $83.99M | 0.2% | +1,355.8% | 13.802% | |
| 2/21/2025 | WNY Asset Management LLC | 4,612 | $215K | 0.0% | N/A | 0.037% | |
| 2/17/2025 | Waverly Advisors LLC | 140,030 | $6.53M | 0.1% | +4.5% | 1.537% | |
| 2/17/2025 | EP Wealth Advisors LLC | 1,229,803 | $57.35M | 0.5% | +6.7% | 13.499% | |
| 2/17/2025 | Captrust Financial Advisors | 67,677 | $3.16M | 0.0% | +1,336.0% | 0.743% | |
| 2/17/2025 | Citadel Advisors LLC | 25,454 | $1.19M | 0.0% | +96.8% | 0.279% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 24,714 | $1.15M | 0.1% | +1.2% | 0.271% | |
| 2/14/2025 | Bridgewealth Advisory Group LLC | 298,047 | $13.94M | 4.0% | +12.3% | 3.272% | |
| 2/14/2025 | Shorepoint Capital Partners LLC | 219,550 | $10.24M | 2.3% | +1.2% | 2.410% | |
| 2/14/2025 | Tradition Wealth Management LLC | 85,894 | $4.01M | 0.4% | -3.5% | 0.943% | |
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| 2/14/2025 | GeoWealth Management LLC | 31,869 | $1.49M | 0.0% | -9.7% | 0.350% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 4,465 | $208K | 0.0% | N/A | 0.049% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 10,720 | $501K | 0.3% | -31.2% | 0.118% | |
| 2/13/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
| 2/13/2025 | Southeast Asset Advisors LLC | 17,513 | $817K | 0.1% | +58.0% | 0.192% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,704 | $219K | 0.0% | -25.7% | 0.052% | |
| 2/12/2025 | Milestone Investment Advisors LLC | 99,881 | $4.66M | 1.3% | +8.3% | 1.096% | |
| 2/12/2025 | Mosaic Financial Group LLC | 5,313 | $248K | 0.2% | N/A | 0.058% | |
| 2/12/2025 | Riggs Capital Management LLC | 41,501 | $1.94M | 1.9% | N/A | 0.456% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,217,477 | $56.77M | 0.0% | +3.1% | 13.364% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 33,337 | $1.56M | 0.1% | +7.0% | 0.366% | |
| 2/11/2025 | Interchange Capital Partners LLC | 13,600 | $634K | 0.2% | -43.2% | 0.149% | |
| 2/11/2025 | LPL Financial LLC | 59,202 | $2.76M | 0.0% | N/A | 0.650% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 148,214 | $6.91M | 0.0% | +6.1% | 1.627% | |
| 2/7/2025 | HighTower Advisors LLC | 288,237 | $13.44M | 0.0% | -4.1% | 3.164% | |
| 2/7/2025 | Tortoise Investment Management LLC | 10,485 | $489K | 0.1% | -10.0% | 0.115% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,964 | $92K | 0.0% | +227.3% | 0.022% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 29,264 | $1.37M | 0.4% | -4.5% | 0.321% | |
| 2/6/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
| 2/6/2025 | Jones Financial Companies Lllp | 8,692 | $405K | 0.0% | +352.9% | 0.095% | |
| 2/5/2025 | Heritage Wealth Management Inc. | 53,475 | $2.49M | 0.8% | -1.2% | 0.587% | |
| 2/5/2025 | Noesis Capital Mangement Corp | 65,471 | $3.05M | 0.6% | +3.9% | 0.719% | |
| 2/5/2025 | TD Capital Management LLC | 79,188 | $3.69M | 0.4% | +716.7% | 0.869% | |
| 2/4/2025 | BCGM Wealth Management LLC | 20,246 | $944K | 0.3% | N/A | 0.222% | |
| 1/31/2025 | Global Retirement Partners LLC | 29,672 | $1.38M | 0.0% | +56.5% | 0.326% | |
| 1/31/2025 | Vawter Financial Ltd. | 10,245 | $478K | 0.3% | +22.7% | 0.112% | |
| 1/31/2025 | D.A. Davidson & CO. | 57,751 | $2.69M | 0.0% | -3.0% | 0.634% | |
| 1/31/2025 | Sanctuary Advisors LLC | 22,407 | $1.05M | 0.0% | +7.2% | 0.246% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 21,936 | $1.02M | 0.5% | -1.8% | 0.241% | |
| 1/30/2025 | MidAtlantic Capital Management Inc. | 14,778 | $689K | 0.5% | +2.8% | 0.162% | |
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| 1/29/2025 | Gradient Capital Advisors LLC | 4,697 | $219K | 0.1% | N/A | 0.052% | |
| 1/29/2025 | AIFG Consultants Ltd. | 4,576 | $213K | 0.3% | N/A | 0.050% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 44,522 | $2.08M | 0.0% | +9.9% | 0.489% | |
| 1/28/2025 | Lodestar Private Asset Management LLC | 18,898 | $881K | 0.1% | +3.7% | 0.207% | |
| 1/28/2025 | 5th Street Advisors LLC | 425,717 | $19.85M | 10.3% | +2.4% | 4.673% | |
| 1/27/2025 | Summit Wealth Partners LLC | 8,058 | $376K | 0.1% | -19.3% | 0.088% | |
| 1/24/2025 | SkyOak Wealth LLC | 194,566 | $9.07M | 1.9% | +48.7% | 2.136% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 8,270 | $385K | 0.1% | +37.4% | 0.091% | |
| 1/22/2025 | Perigon Wealth Management LLC | 88,708 | $4.14M | 0.1% | +109.0% | 0.974% | |
| 1/21/2025 | LexAurum Advisors LLC | 22,140 | $1.03M | 0.2% | -13.8% | 0.243% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 41,941 | $1.96M | 0.1% | N/A | 0.460% | |
| 1/17/2025 | Transform Wealth LLC | 117,941 | $5.52M | 0.3% | +8.8% | 1.295% | |
| 1/10/2025 | Lowe Wealth Advisors LLC | 22,212 | $1.04M | 0.4% | -5.1% | 0.244% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,180,567 | $56.10M | 0.0% | -22.6% | 12.959% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 3,253 | $155K | 0.0% | N/A | 0.036% | |
| 11/25/2024 | Sanctuary Advisors LLC | 20,898 | $977K | 0.0% | +9.0% | 0.229% | |
| 11/15/2024 | MML Investors Services LLC | 8,981 | $427K | 0.0% | +6.5% | 0.099% | |
| 11/15/2024 | Legacy Investment Solutions LLC | 15,582 | $729K | 0.5% | N/A | 0.171% | |
| 11/15/2024 | EP Wealth Advisors LLC | 1,152,941 | $54.79M | 0.5% | +6.5% | 12.656% | |
| 11/15/2024 | Jane Street Group LLC | 13,709 | $651K | 0.0% | -84.0% | 0.150% | |
| 11/15/2024 | Stifel Financial Corp | 26,998 | $1.28M | 0.0% | +4.0% | 0.296% | |
| 11/15/2024 | HighTower Advisors LLC | 300,432 | $14.29M | 0.0% | +12.5% | 3.298% | |
| 11/14/2024 | Flow Traders U.S. LLC | 9,070 | $431K | 0.0% | +72.8% | 0.100% | |
| 11/14/2024 | Captrust Financial Advisors | 4,713 | $224K | 0.0% | N/A | 0.052% | |
| 11/14/2024 | Noesis Capital Mangement Corp | 62,991 | $2.99M | 0.6% | -0.9% | 0.691% | |
| 11/13/2024 | D.A. Davidson & CO. | 59,543 | $2.83M | 0.0% | +5.0% | 0.654% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 40,524 | $1.93M | 0.0% | N/A | 0.445% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 14,378 | $683K | 0.5% | N/A | 0.158% | |
| 11/7/2024 | MAI Capital Management | 75,023 | $3.57M | 0.0% | +142.4% | 0.824% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 139,654 | $6.64M | 0.0% | +6.2% | 1.533% | |
| 11/6/2024 | Vawter Financial Ltd. | 8,350 | $397K | 0.2% | +24.1% | 0.092% | |
| 11/5/2024 | Platform Technology Partners | 125,470 | $5.96M | 1.9% | +33.2% | 1.377% | |
| 11/1/2024 | 5th Street Advisors LLC | 415,553 | $19.75M | 9.6% | -10.4% | 4.562% | |
| 11/1/2024 | Heritage Wealth Management Inc. | 54,109 | $2.57M | 0.8% | +9.3% | 0.594% | |
| 10/30/2024 | Milestone Investment Advisors LLC | 92,231 | $4.38M | 1.2% | -4.6% | 1.012% | |
| 10/29/2024 | Lodestone Wealth Management LLC | 22,333 | $1.06M | 0.5% | +1.3% | 0.245% | |
| 10/28/2024 | Interchange Capital Partners LLC | 23,927 | $1.14M | 0.4% | -0.9% | 0.263% | |
| 10/25/2024 | Lodestar Private Asset Management LLC | 18,228 | $866K | 0.1% | +6.2% | 0.200% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 123,722 | $5.88M | 0.0% | -81.7% | 1.358% | |
| 10/22/2024 | Leo Wealth LLC | 4,827 | $229K | 0.0% | N/A | 0.053% | |
| 10/21/2024 | Roof Eidam Maycock Peralta LLC | 331,497 | $15.75M | 4.0% | -6.1% | 3.639% | |
| 10/17/2024 | LexAurum Advisors LLC | 25,681 | $1.22M | 0.3% | +3.1% | 0.282% | |
| 10/16/2024 | Global Retirement Partners LLC | 18,965 | $901K | 0.0% | +3,092.8% | 0.208% | |
| 10/16/2024 | Transform Wealth LLC | 108,367 | $5.15M | 0.3% | -0.9% | 1.190% | |
| 10/8/2024 | CWM LLC | 153,297 | $7.29M | 0.0% | +114.0% | 1.683% | |
| 10/2/2024 | Lowe Wealth Advisors LLC | 23,412 | $1.11M | 0.5% | +3.9% | 0.257% | |
| 9/11/2024 | Summit Wealth Partners LLC | 9,983 | $463K | 0.1% | +9.3% | 0.110% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 49,510 | $2.30M | 0.8% | N/A | 0.543% | |
| 9/5/2024 | Sanctuary Advisors LLC | 19,174 | $882K | 0.0% | N/A | 0.210% | |
| 8/19/2024 | EP Wealth Advisors LLC | 1,082,805 | $50.23M | 0.5% | +14.1% | 11.886% | |
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| 8/14/2024 | Bridgewealth Advisory Group LLC | 233,897 | $10.85M | 4.8% | +38.0% | 2.567% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 131,534 | $6.10M | 0.0% | +28.2% | 1.444% | |
| 8/12/2024 | Middleton & Co. Inc. MA | 5,300 | $246K | 0.0% | N/A | 0.058% | |
| 8/12/2024 | SkyOak Wealth LLC | 105,078 | $4.87M | 1.1% | +26.5% | 1.153% | |
| 8/10/2024 | Sargent Investment Group LLC | 5,865 | $272K | 0.1% | -4.5% | 0.064% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 30,545 | $1.42M | 0.5% | +1.2% | 0.335% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 30,134 | $1.40M | 0.1% | +11.7% | 0.331% | |
| 8/5/2024 | 5th Street Advisors LLC | 463,632 | $21.51M | 11.2% | +2.8% | 5.089% | |
| 8/2/2024 | Vawter Financial Ltd. | 6,730 | $312K | 0.2% | +6.8% | 0.074% | |
| 8/2/2024 | Tortoise Investment Management LLC | 14,515 | $673K | 0.1% | -38.5% | 0.159% | |
