| 8/11/2025 | Beta Wealth Group Inc. | 73,550 | $5.06M | 1.9% | N/A | 1.585% | |
| 8/8/2025 | Cetera Investment Advisers | 55,699 | $3.84M | 0.0% | -1.0% | 1.200% | |
| 8/7/2025 | LFA Lugano Financial Advisors SA | 17,575 | $1.21M | 0.7% | +27.8% | 0.379% | |
| 8/5/2025 | Bank of Montreal Can | 600 | $41K | 0.0% | N/A | 0.013% | |
| 8/4/2025 | Atria Investments Inc | 14,439 | $994K | 0.0% | N/A | 0.311% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 5,474 | $377K | 0.0% | -16.0% | 0.118% | |
| 8/1/2025 | Bessemer Group Inc. | 15,398 | $1.06M | 0.0% | +19.3% | 0.332% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 3,831 | $264K | 0.0% | -29.5% | 0.083% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 202,671 | $13.95M | 0.0% | +80.6% | 4.368% | |
| 7/31/2025 | Burke & Herbert Bank & Trust Co. | 5,225 | $360K | 0.1% | +4.5% | 0.113% | |
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| 7/29/2025 | Ballast Inc. | 5,771 | $397K | 0.2% | N/A | 0.124% | |
| 7/28/2025 | Uptick Partners LLC | 7,003 | $482K | 0.1% | +8.5% | 0.151% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 44,362 | $3.05M | 0.1% | +6.8% | 0.956% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 189,120 | $13.02M | 6.7% | -0.6% | 4.076% | |
| 7/25/2025 | Apollon Wealth Management LLC | 41,869 | $2.88M | 0.1% | +900.0% | 0.902% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 5,219 | $359K | 0.0% | +3.2% | 0.112% | |
| 7/21/2025 | NTV Asset Management LLC | 23,795 | $1.64M | 0.2% | -1.7% | 0.513% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 690 | $47K | 0.0% | N/A | 0.015% | |
| 7/18/2025 | Marino Stram & Associates LLC | 5,467 | $376K | 0.1% | N/A | 0.118% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 3,162 | $218K | 0.1% | N/A | 0.068% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,664 | $528K | 0.0% | +7.1% | 0.165% | |
| 7/15/2025 | Traction Financial Partners LLC | 46,707 | $3.22M | 2.2% | -2.4% | 1.007% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,867 | $748K | 0.0% | +3.8% | 0.234% | |
| 7/9/2025 | Triumph Capital Management | 3,931 | $271K | 0.1% | N/A | 0.085% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 119,663 | $8.24M | 4.1% | +7.3% | 2.579% | |
| 5/21/2025 | Beacon Capital Management Inc. | 3,900 | $262K | 0.0% | -98.7% | 0.103% | |
| 5/19/2025 | Jane Street Group LLC | 32,370 | $2.07M | 0.0% | +17.7% | 0.854% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,072 | $1.09M | 0.0% | +7.3% | 0.450% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 132,464 | $8.49M | 0.1% | N/A | 3.495% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 13,117 | $840K | 0.2% | -1.3% | 0.346% | |
| 5/15/2025 | Royal Bank of Canada | 7,093 | $454K | 0.0% | -14.8% | 0.187% | |
| 5/15/2025 | MAI Capital Management | 1,335 | $86K | 0.0% | +1,807.1% | 0.035% | |
| 5/12/2025 | Cynosure Group LLC | 15,109 | $968K | 0.1% | +27.8% | 0.399% | |
| 5/12/2025 | National Bank of Canada FI | 10,338 | $663K | 0.0% | +4.5% | 0.273% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 190,273 | $12.19M | 7.8% | -4.4% | 5.020% | |
| 5/9/2025 | Advyzon Investment Management LLC | 4,657 | $298K | 0.1% | +24.2% | 0.123% | |
| 5/9/2025 | Manchester Capital Management LLC | 450 | $29K | 0.0% | N/A | 0.012% | |
| 5/8/2025 | Natixis Advisors LLC | 11,927 | $764K | 0.0% | +3.9% | 0.315% | |
| 5/7/2025 | LPL Financial LLC | 144,728 | $9.27M | 0.0% | -36.1% | 3.819% | |
| 5/6/2025 | Cetera Investment Advisers | 56,254 | $3.60M | 0.0% | -29.9% | 1.504% | |
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| 5/5/2025 | Private Advisor Group LLC | 6,096 | $391K | 0.0% | -6.0% | 0.163% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 15,525 | $995K | 0.2% | -29.6% | 0.415% | |
| 5/2/2025 | Larson Financial Group LLC | 3,506 | $225K | 0.0% | +5.3% | 0.094% | |
| 5/2/2025 | Apollon Wealth Management LLC | 4,187 | $268K | 0.0% | +17.1% | 0.112% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 13,500 | $865K | 0.1% | +8.8% | 0.361% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 41,531 | $2.66M | 0.1% | +1.8% | 1.110% | |
| 4/30/2025 | NTV Asset Management LLC | 24,195 | $1.55M | 0.2% | +1.2% | 0.647% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 112,219 | $7.19M | 0.0% | -55.6% | 3.001% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 13,752 | $881K | 0.6% | -3.3% | 0.368% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,200 | $78K | 0.0% | N/A | 0.032% | |
| 4/24/2025 | Holistic Planning LLC | 6,452 | $413K | 0.1% | N/A | 0.173% | |
| 4/23/2025 | Perigon Wealth Management LLC | 3,949 | $253K | 0.0% | +17.0% | 0.106% | |
| 4/23/2025 | Bessemer Group Inc. | 12,907 | $827K | 0.0% | N/A | 0.345% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 6,515 | $417K | 0.0% | N/A | 0.174% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,243 | $720K | 0.0% | -44.9% | 0.301% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,154 | $458K | 0.0% | +78.2% | 0.191% | |
| 4/15/2025 | Traction Financial Partners LLC | 47,857 | $3.07M | 2.4% | -11.2% | 1.280% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 5,059 | $324K | 0.0% | -10.4% | 0.135% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,467 | $677K | 0.0% | N/A | 0.269% | |
| 4/14/2025 | Park Avenue Securities LLC | 10,440 | $669K | 0.0% | N/A | 0.268% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 13,981 | $896K | 0.1% | +30.2% | 0.359% | |
| 4/8/2025 | Aletheian Wealth Advisors LLC | 111,486 | $7.14M | 4.0% | +2.6% | 2.866% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 4,355 | $291K | 0.2% | N/A | 0.102% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,952 | $331K | 0.0% | N/A | 0.132% | |
| 2/17/2025 | Cetera Investment Advisers | 80,251 | $5.36M | 0.0% | -7.1% | 2.146% | |
| 2/17/2025 | Citadel Advisors LLC | 5,375 | $359K | 0.0% | -46.9% | 0.144% | |
| 2/17/2025 | Bank of America Corp DE | 240,255 | $16.04M | 0.0% | +8.1% | 6.424% | |
| 2/14/2025 | Jane Street Group LLC | 27,500 | $1.84M | 0.0% | -15.8% | 0.735% | |
| 2/14/2025 | MML Investors Services LLC | 30,346 | $2.03M | 0.0% | +1.3% | 0.811% | |
| 2/13/2025 | NewEdge Advisors LLC | 15,916 | $1.06M | 0.0% | +252.0% | 0.426% | |
| 2/13/2025 | Raymond James Financial Inc. | 38,778 | $2.59M | 0.0% | N/A | 1.037% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 252,502 | $16.86M | 0.0% | +0.1% | 6.751% | |
| 2/13/2025 | Wells Fargo & Company MN | 124,918 | $8.34M | 0.0% | +0.8% | 3.340% | |
| 2/12/2025 | Cynosure Group LLC | 11,825 | $790K | 0.1% | +51.0% | 0.316% | |
| 2/12/2025 | National Bank of Canada FI | 9,890 | $660K | 0.0% | +9.0% | 0.264% | |
| 2/11/2025 | Ashton Thomas Securities LLC | 13,292 | $887K | 0.2% | +29.1% | 0.355% | |
| 2/11/2025 | LPL Financial LLC | 226,352 | $15.11M | 0.0% | +44.6% | 6.052% | |
| 2/11/2025 | Beacon Capital Management Inc. | 291,421 | $19.46M | 0.8% | -3.0% | 7.792% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 40,791 | $2.72M | 0.1% | +5.6% | 1.091% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,173 | $479K | 0.0% | -2.6% | 0.192% | |
| 2/10/2025 | Natixis Advisors LLC | 11,481 | $767K | 0.0% | N/A | 0.307% | |
| 2/10/2025 | LFA Lugano Financial Advisors SA | 14,224 | $950K | 0.6% | -7.2% | 0.380% | |
| 2/7/2025 | Wealthfront Advisers LLC | 80,734 | $5.39M | 0.0% | N/A | 2.159% | |
| 2/7/2025 | Endowment Wealth Management Inc. | 198,984 | $13.29M | 8.9% | +2.6% | 5.320% | |
| 2/6/2025 | Raymond James Financial Inc. | 38,778 | $2.59M | 0.0% | N/A | 1.037% | |
| 2/6/2025 | Atria Investments Inc | 25,166 | $1.68M | 0.0% | +1.7% | 0.673% | |
| 2/6/2025 | Schechter Investment Advisors LLC | 12,407 | $828K | 0.1% | +27.1% | 0.332% | |
| 2/5/2025 | New York Life Investment Management LLC | 125,257 | $8.36M | 0.1% | -3.6% | 3.349% | |
| 2/3/2025 | Advyzon Investment Management LLC | 3,749 | $250K | 0.1% | N/A | 0.100% | |
| 2/3/2025 | Private Advisor Group LLC | 6,487 | $433K | 0.0% | -4.7% | 0.173% | |
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| 1/31/2025 | Global Retirement Partners LLC | 15,214 | $1.02M | 0.0% | -4.4% | 0.407% | |
| 1/31/2025 | Traction Financial Partners LLC | 53,884 | $3.60M | 2.8% | +3.9% | 1.441% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,710 | $915K | 0.0% | +9.9% | 0.367% | |
| 1/31/2025 | Burke & Herbert Bank & Trust Co. | 5,000 | $334K | 0.1% | +10.7% | 0.134% | |
| 1/31/2025 | NTV Asset Management LLC | 23,905 | $1.60M | 0.2% | +5.3% | 0.639% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 22,050 | $1.47M | 0.3% | +0.9% | 0.590% | |
| 1/28/2025 | Apollon Wealth Management LLC | 3,575 | $239K | 0.0% | N/A | 0.096% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 26,507 | $1.77M | 0.2% | +1.9% | 0.709% | |
| 1/27/2025 | Bleakley Financial Group LLC | 14,449 | $965K | 0.0% | -11.2% | 0.386% | |
| 1/22/2025 | Perigon Wealth Management LLC | 3,376 | $231K | 0.0% | N/A | 0.090% | |
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