| 2/18/2025 | Retirement Planning Group LLC | 35,847 | $1.55M | 0.1% | -52.1% | 0.181% | |
| 2/17/2025 | EP Wealth Advisors LLC | 52,308 | $2.26M | 0.0% | -3.1% | 0.264% | |
| 2/17/2025 | Cetera Investment Advisers | 139,347 | $6.02M | 0.0% | +0.7% | 0.702% | |
| 2/17/2025 | Citadel Advisors LLC | 4,897 | $212K | 0.0% | -84.0% | 0.025% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 24,903 | $1.08M | 0.0% | N/A | 0.125% | |
| 2/17/2025 | Bank of America Corp DE | 443,777 | $19.17M | 0.0% | +5.6% | 2.236% | |
| 2/14/2025 | Jane Street Group LLC | 16,914 | $731K | 0.0% | -65.6% | 0.085% | |
| 2/14/2025 | Comerica Bank | 9,556 | $413K | 0.0% | +4.2% | 0.048% | |
| 2/14/2025 | Berger Financial Group Inc | 5,388 | $233K | 0.0% | N/A | 0.027% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 106,889 | $4.62M | 0.1% | -15.2% | 0.538% | |
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| 2/14/2025 | Goodman Advisory Group LLC | 430,919 | $18.62M | 5.5% | +4.2% | 2.171% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 24,134 | $1.09M | 0.1% | +7.6% | 0.122% | |
| 2/13/2025 | NewEdge Advisors LLC | 13,609 | $588K | 0.0% | N/A | 0.069% | |
| 2/13/2025 | Defined Financial Planning LLC | 46,869 | $2.03M | 2.2% | N/A | 0.236% | |
| 2/13/2025 | Mariner LLC | 16,404 | $709K | 0.0% | -29.7% | 0.083% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 31,152 | $1.35M | 0.0% | N/A | 0.157% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 165,762 | $7.16M | 0.5% | +5.5% | 0.835% | |
| 2/13/2025 | Raymond James Financial Inc. | 135,540 | $5.86M | 0.0% | N/A | 0.683% | |
| 2/13/2025 | Cerity Partners LLC | 541,027 | $23.37M | 0.1% | -2.2% | 2.726% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,473 | $452K | 0.0% | +7.7% | 0.053% | |
| 2/13/2025 | Wells Fargo & Company MN | 12,315 | $532K | 0.0% | +267.9% | 0.062% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 34,994 | $1.51M | 0.1% | -1.4% | 0.176% | |
| 2/12/2025 | RWA Wealth Partners LLC | 9,430 | $407K | 0.0% | -4.4% | 0.048% | |
| 2/12/2025 | L & S Advisors Inc | 15,008 | $648K | 0.1% | +3.7% | 0.076% | |
| 2/12/2025 | Intrust Bank NA | 73,884 | $3.19M | 0.3% | -1.4% | 0.372% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 197,309 | $8.52M | 0.1% | -1.0% | 0.994% | |
| 2/12/2025 | JPMorgan Chase & Co. | 265,189 | $11.46M | 0.0% | +3.7% | 1.336% | |
| 2/11/2025 | LPL Financial LLC | 832,819 | $35.98M | 0.0% | +3.3% | 4.196% | |
| 2/11/2025 | HUB Investment Partners LLC | 56,693 | $2.45M | 0.1% | -27.3% | 0.286% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 215,070 | $9.76M | 0.0% | +0.6% | 1.083% | |
| 2/10/2025 | Gallacher Capital Management LLC | 39,549 | $1.71M | 0.8% | -1.8% | 0.199% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 56,419 | $2.44M | 0.0% | -49.2% | 0.284% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 152,402 | $6.58M | 0.0% | -0.8% | 0.768% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 7,751 | $335K | 0.0% | -18.4% | 0.039% | |
| 2/6/2025 | Raymond James Financial Inc. | 135,540 | $5.86M | 0.0% | N/A | 0.683% | |
| 2/6/2025 | Atria Investments Inc | 45,440 | $1.96M | 0.0% | N/A | 0.229% | |
| 2/6/2025 | Patten Group Inc. | 13,015 | $562K | 0.1% | +12.9% | 0.066% | |
| 2/5/2025 | Cobblestone Capital Advisors LLC NY | 1,191,576 | $51.48M | 2.8% | +1.4% | 6.003% | |
| 2/5/2025 | SVB Wealth LLC | 90,092 | $3.89M | 0.1% | +1,565.0% | 0.454% | |
| 2/4/2025 | Wealthspire Advisors LLC | 13,407 | $579K | 0.0% | -15.0% | 0.068% | |
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| 2/3/2025 | Sigma Planning Corp | 49,150 | $2.12M | 0.1% | -2.4% | 0.248% | |
| 1/31/2025 | Truist Financial Corp | 13,366 | $577K | 0.0% | +4.6% | 0.067% | |
| 1/31/2025 | 5T Wealth LLC | 21,182 | $915K | 0.5% | N/A | 0.107% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 17,280 | $746K | 0.0% | N/A | 0.087% | |
| 1/30/2025 | Blue Trust Inc. | 19,645 | $849K | 0.0% | +10.5% | 0.099% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 366,671 | $15.84M | 0.7% | +2.8% | 1.847% | |
| 1/28/2025 | Mainsail Financial Group LLC | 305,179 | $13.18M | 7.6% | +3.2% | 1.537% | |
| 1/28/2025 | Realta Investment Advisors | 600 | $26K | 0.0% | -62.5% | 0.003% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 17,280 | $746K | 0.0% | N/A | 0.087% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 5,283 | $228K | 0.0% | -18.9% | 0.027% | |
| 1/24/2025 | Spire Wealth Management | 5,765 | $249K | 0.0% | +11.6% | 0.029% | |
| 1/23/2025 | Fifth Third Securities Inc. | 51,319 | $2.22M | 0.2% | -3.8% | 0.259% | |
| 1/23/2025 | SteelPeak Wealth LLC | 86,134 | $3.72M | 0.2% | N/A | 0.434% | |
| 1/22/2025 | Cobblestone Asset Management LLC | 12,480 | $539K | 0.4% | +7.8% | 0.063% | |
| 1/22/2025 | Blue Trust Inc. | 20,081 | $875K | 0.0% | +12.9% | 0.101% | |
| 1/21/2025 | First Citizens Bank & Trust Co. | 60,303 | $2.61M | 0.0% | -49.5% | 0.304% | |
| 1/17/2025 | Apeiron RIA LLC | 211,813 | $9.15M | 2.6% | +34.8% | 1.067% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 28,696 | $1.24M | 0.0% | +16.0% | 0.145% | |
| 1/17/2025 | Planned Solutions Inc. | 240,583 | $10.39M | 4.2% | -3.5% | 1.212% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 9,164 | $396K | 0.0% | +25.5% | 0.046% | |
| 1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 22,820 | $985K | 0.7% | +2.4% | 0.115% | |
| 1/14/2025 | Acropolis Investment Management LLC | 5,860 | $253K | 0.0% | N/A | 0.030% | |
| 1/14/2025 | Kathmere Capital Management LLC | 105,438 | $4.56M | 0.4% | -3.4% | 0.531% | |
| 1/13/2025 | Columbia Advisory Partners LLC | 119,225 | $5.15M | 4.8% | N/A | 0.601% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 11,969 | $517K | 0.0% | +17.9% | 0.060% | |
| 12/26/2024 | JPMorgan Chase & Co. | 255,696 | $11.14M | 0.0% | -0.6% | 1.288% | |
| 11/15/2024 | Goodman Advisory Group LLC | 413,390 | $18.01M | 5.1% | N/A | 2.083% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 199,236 | $8.68M | 0.2% | -80.2% | 1.004% | |
| 11/15/2024 | EP Wealth Advisors LLC | 53,958 | $2.35M | 0.0% | N/A | 0.272% | |
| 11/15/2024 | Jane Street Group LLC | 49,225 | $2.15M | 0.0% | -0.5% | 0.248% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 126,025 | $5.49M | 0.1% | -19.2% | 0.635% | |
| 11/14/2024 | Cobblestone Capital Advisors LLC NY | 1,175,149 | $51.20M | 2.9% | +0.7% | 5.920% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,988 | $348K | 0.0% | +11.8% | 0.040% | |
| 11/14/2024 | Captrust Financial Advisors | 6,896 | $300K | 0.0% | +38.6% | 0.035% | |
| 11/12/2024 | Cerity Partners LLC | 553,202 | $24.10M | 0.1% | -0.6% | 2.787% | |
| 11/8/2024 | First Horizon Advisors Inc. | 1,467 | $64K | 0.0% | -29.2% | 0.007% | |
| 11/7/2024 | MAI Capital Management | 20,250 | $882K | 0.0% | -6.3% | 0.102% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 213,744 | $9.31M | 0.0% | +1.0% | 1.077% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 157,097 | $6.85M | 0.5% | -4.9% | 0.791% | |
| 11/4/2024 | Addison Advisors LLC | 10,890 | $474K | 0.1% | +22.2% | 0.055% | |
| 11/4/2024 | Sigma Planning Corp | 50,339 | $2.19M | 0.1% | -4.2% | 0.254% | |
| 10/30/2024 | Avidian Wealth Enterprises LLC | 356,582 | $15.54M | 0.7% | +3.7% | 1.796% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 52,651 | $2.29M | 0.2% | +0.5% | 0.265% | |
| 10/29/2024 | Realta Investment Advisors | 1,600 | $71K | 0.0% | -34.2% | 0.008% | |
| 10/24/2024 | Park Edge Advisors LLC | 4,750 | $207K | 0.1% | N/A | 0.024% | |
| 10/24/2024 | Modera Wealth Management LLC | 4,867 | $212K | 0.0% | N/A | 0.025% | |
| 10/22/2024 | Private Advisor Group LLC | 13,197 | $575K | 0.0% | +5.3% | 0.066% | |
| 10/22/2024 | Mainsail Financial Group LLC | 295,593 | $12.86M | 7.6% | +2.0% | 1.489% | |
| 10/18/2024 | Cobblestone Asset Management LLC | 11,579 | $505K | 0.3% | +20.2% | 0.058% | |
| 10/18/2024 | First Citizens Bank & Trust Co. | 119,434 | $5.20M | 0.1% | -97.3% | 0.602% | |
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| 10/16/2024 | Avaii Wealth Management LLC | 4,650 | $203K | 0.1% | -8.7% | 0.023% | |
| 10/16/2024 | MN Wealth Advisors LLC | 11,791 | $514K | 0.3% | -2.6% | 0.059% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 22,432 | $977K | 0.1% | -6.5% | 0.113% | |
| 10/10/2024 | Retirement Planning Group LLC | 74,812 | $3.26M | 0.2% | -43.5% | 0.377% | |
| 10/9/2024 | Planned Solutions Inc. | 249,306 | $10.86M | 4.4% | +1.6% | 1.256% | |
| 10/9/2024 | Patten Group Inc. | 11,533 | $502K | 0.1% | +3.2% | 0.058% | |
| 10/8/2024 | CWM LLC | 865,382 | $37.71M | 0.2% | -2.2% | 4.360% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 10,152 | $442K | 0.0% | N/A | 0.051% | |
| 8/22/2024 | Cetera Investment Advisers | 122,111 | $4.99M | 0.0% | -17.0% | 0.615% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 73,759 | $3.02M | 0.0% | -13.5% | 0.372% | |
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