| 2/17/2025 | Waverly Advisors LLC | 10,325 | $383K | 0.0% | N/A | 0.069% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 23,283 | $864K | 0.0% | N/A | 0.155% | |
| 2/17/2025 | Cetera Investment Advisers | 2,310,623 | $85.77M | 0.2% | +48.8% | 15.353% | |
| 2/17/2025 | Citadel Advisors LLC | 11,861 | $440K | 0.0% | -64.1% | 0.079% | |
| 2/17/2025 | Bank of America Corp DE | 5,741,266 | $213.12M | 0.0% | +38.2% | 38.148% | |
| 2/17/2025 | Benjamin Edwards Inc. | 17,700 | $657K | 0.0% | +12.7% | 0.118% | |
| 2/17/2025 | Allegheny Financial Group | 346,329 | $12.86M | 3.3% | +100.5% | 2.301% | |
| 2/14/2025 | Comerica Bank | 5,509 | $204K | 0.0% | +5.0% | 0.037% | |
| 2/14/2025 | Capital Analysts LLC | 64,263 | $2.39M | 0.1% | N/A | 0.427% | |
| 2/14/2025 | MGO One Seven LLC | 17,925 | $665K | 0.0% | N/A | 0.119% | |
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| 2/14/2025 | Stifel Financial Corp | 1,122,788 | $41.68M | 0.0% | +122.0% | 7.460% | |
| 2/14/2025 | MML Investors Services LLC | 88,578 | $3.29M | 0.0% | +22.8% | 0.589% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 13,210 | $512K | 0.0% | N/A | 0.088% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,590 | $245K | 0.0% | +21.3% | 0.044% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 5,670 | $210K | 0.1% | N/A | 0.038% | |
| 2/13/2025 | Coign Capital Advisors LLC | 147,468 | $5.47M | 5.0% | N/A | 0.980% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,711 | $212K | 0.0% | N/A | 0.038% | |
| 2/13/2025 | Rollins Financial Advisors LLC | 16,646 | $618K | 0.1% | +127.9% | 0.111% | |
| 2/13/2025 | Bank of Montreal Can | 12,788 | $475K | 0.0% | N/A | 0.085% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 434,701 | $16.14M | 0.0% | +41.2% | 2.888% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 366,788 | $13.60M | 1.0% | +31.8% | 2.437% | |
| 2/12/2025 | World Investment Advisors | 6,476 | $240K | 0.0% | N/A | 0.043% | |
| 2/12/2025 | StoneX Group Inc. | 33,399 | $1.24M | 0.1% | +7.8% | 0.222% | |
| 2/12/2025 | OneAscent Wealth Management LLC | 9,071 | $337K | 0.1% | -16.2% | 0.060% | |
| 2/11/2025 | Modern Wealth Management LLC | 117,544 | $4.60M | 0.2% | N/A | 0.781% | |
| 2/11/2025 | LPL Financial LLC | 79,491 | $2.95M | 0.0% | +17.7% | 0.528% | |
| 2/10/2025 | Cozad Asset Management Inc. | 6,949 | $258K | 0.0% | +26.7% | 0.046% | |
| 2/10/2025 | Harbour Investments Inc. | 57,376 | $2.13M | 0.1% | +17.4% | 0.381% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,227,015 | $45.55M | 0.1% | +52.8% | 8.153% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 120,230 | $4.46M | 0.0% | +63.2% | 0.799% | |
| 2/7/2025 | HighTower Advisors LLC | 85,400 | $3.17M | 0.0% | +20.5% | 0.567% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 116,611 | $4.33M | 0.7% | N/A | 0.775% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 135,998 | $5.05M | 2.5% | +1.6% | 0.904% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 85,091 | $3.16M | 0.0% | +71.1% | 0.565% | |
| 2/7/2025 | Foundry Financial Group Inc. | 149,630 | $5.55M | 3.4% | +6.0% | 0.994% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,711 | $212K | 0.0% | N/A | 0.038% | |
| 2/6/2025 | Verdence Capital Advisors LLC | 7,110 | $264K | 0.0% | +31.7% | 0.047% | |
| 2/6/2025 | Atria Investments Inc | 159,591 | $5.92M | 0.1% | -10.8% | 1.060% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 89,477 | $3.32M | 0.0% | +117.3% | 0.595% | |
| 2/4/2025 | Provident Wealth Management LLC | 87,052 | $3.23M | 1.1% | -23.3% | 0.578% | |
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| 2/4/2025 | Bank of New York Mellon Corp | 65,693 | $2.44M | 0.0% | +5.6% | 0.436% | |
| 2/4/2025 | IFP Advisors Inc | 17,688 | $657K | 0.0% | +14.0% | 0.118% | |
| 2/4/2025 | Cannon Wealth Management Services LLC | 139,670 | $5.39M | 4.6% | +93.5% | 0.928% | |
| 2/4/2025 | Midwest Capital Advisors LLC | 79,666 | $2.96M | 2.2% | N/A | 0.529% | |
| 2/4/2025 | Wealthspire Advisors LLC | 330,289 | $12.26M | 0.1% | +19.3% | 2.195% | |
| 2/3/2025 | Able Wealth Management LLC | 79,233 | $2.94M | 1.9% | +35.5% | 0.526% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 96,834 | $3.59M | 0.0% | -2.7% | 0.643% | |
| 1/31/2025 | D.A. Davidson & CO. | 62,332 | $2.31M | 0.0% | N/A | 0.414% | |
| 1/31/2025 | Truist Financial Corp | 85,839 | $3.19M | 0.0% | +11.8% | 0.570% | |
| 1/31/2025 | Sanctuary Advisors LLC | 386,941 | $15.13M | 0.1% | +4.6% | 2.571% | |
| 1/30/2025 | Empire Life Investments Inc. | 198,505 | $7.37M | 0.5% | +17.0% | 1.319% | |
| 1/29/2025 | Sovran Advisors LLC | 110,348 | $4.13M | 0.6% | N/A | 0.733% | |
| 1/29/2025 | Essex Financial Services Inc. | 28,151 | $1.05M | 0.1% | -10.7% | 0.187% | |
| 1/29/2025 | Principle Wealth Partners LLC | 7,513 | $279K | 0.0% | N/A | 0.050% | |
| 1/29/2025 | Opal Wealth Advisors LLC | 1,214,952 | $45.10M | 13.5% | +2.2% | 8.073% | |
| 1/29/2025 | GGM Financials LLC | 412,635 | $15.32M | 16.3% | +2.9% | 2.742% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 59,814 | $2.22M | 0.0% | +4.4% | 0.397% | |
| 1/28/2025 | Stephens Inc. AR | 11,778 | $437K | 0.0% | -2.9% | 0.078% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 30,096 | $1.11M | 0.1% | -37.2% | 0.200% | |
| 1/24/2025 | Tempus Wealth Planning LLC | 107,520 | $3.99M | 1.2% | N/A | 0.714% | |
| 1/24/2025 | CENTRAL TRUST Co | 90,221 | $3.35M | 0.1% | +104.8% | 0.599% | |
| 1/23/2025 | Turtle Creek Wealth Advisors LLC | 51,580 | $1.92M | 0.4% | -70.8% | 0.343% | |
| 1/23/2025 | Nvest Financial LLC | 9,504 | $353K | 0.2% | N/A | 0.063% | |
| 1/23/2025 | SteelPeak Wealth LLC | 40,810 | $1.52M | 0.1% | +272.8% | 0.271% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 110,735 | $4.11M | 0.6% | -23.9% | 0.736% | |
| 1/21/2025 | Embree Financial Group | 41,576 | $1.54M | 0.3% | N/A | 0.276% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 23,582 | $875K | 0.0% | +48.7% | 0.157% | |
| 1/17/2025 | Key Client Fiduciary Advisors LLC | 8,970 | $333K | 0.1% | N/A | 0.060% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 216,214 | $8.03M | 0.0% | +20.7% | 1.437% | |
| 1/16/2025 | Sowa Financial Group Inc. | 458,420 | $17.02M | 10.7% | +40.4% | 3.046% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 1,727,791 | $64.14M | 6.6% | +10.3% | 11.480% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 88,648 | $3.29M | 0.3% | N/A | 0.589% | |
| 1/15/2025 | Brand Asset Management Group Inc. | 14,574 | $541K | 0.2% | +44.1% | 0.097% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 32,068 | $1.19M | 0.0% | +2.8% | 0.213% | |
| 1/15/2025 | StoneCrest Wealth Management Inc. | 174,834 | $6.49M | 4.2% | +6.5% | 1.162% | |
| 1/15/2025 | Harbor Group Inc. | 352,556 | $13.09M | 2.9% | +86.5% | 2.343% | |
| 1/15/2025 | Carnegie Investment Counsel | 8,563 | $318K | 0.0% | N/A | 0.057% | |
| 1/14/2025 | ERn Financial LLC | 169,949 | $6.31M | 0.9% | +7.2% | 1.129% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 240,561 | $8.93M | 1.2% | +8.1% | 1.598% | |
| 1/14/2025 | Cox Capital Mgt LLC | 20,667 | $767K | 0.5% | N/A | 0.137% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 761 | $28K | 0.0% | N/A | 0.005% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 62,105 | $2.31M | 0.2% | +101.6% | 0.413% | |
| 1/13/2025 | AdvisorNet Financial Inc | 257,796 | $9.57M | 0.8% | +58.7% | 1.713% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 29,554 | $1.10M | 0.2% | -2.3% | 0.196% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 396,757 | $15.05M | 0.0% | -0.5% | 2.636% | |
| 1/10/2025 | Baker Tilly Wealth Management LLC | 90,914 | $3.38M | 1.3% | +775.1% | 0.604% | |
| 12/26/2024 | JPMorgan Chase & Co. | 10,699 | $406K | 0.0% | N/A | 0.071% | |
| 11/25/2024 | Sanctuary Advisors LLC | 369,834 | $14.64M | 0.1% | +2,963.3% | 2.457% | |
| 11/22/2024 | Fulcrum Equity Management | 6,528 | $248K | 0.2% | N/A | 0.043% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 278,395 | $10.53M | 0.9% | -2.7% | 1.850% | |
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| 11/15/2024 | MML Investors Services LLC | 72,147 | $2.74M | 0.0% | +980.0% | 0.479% | |
| 11/15/2024 | Jane Street Group LLC | 43,987 | $1.67M | 0.0% | -45.0% | 0.292% | |
| 11/15/2024 | Stifel Financial Corp | 505,696 | $19.19M | 0.0% | +3.8% | 3.360% | |
| 11/15/2024 | HighTower Advisors LLC | 70,845 | $2.68M | 0.0% | +35.0% | 0.471% | |
| 11/15/2024 | Benjamin Edwards Inc. | 15,700 | $596K | 0.0% | N/A | 0.104% | |
| 11/13/2024 | Glenmede Trust Co. NA | 2,039,113 | $77.36M | 0.4% | +29.5% | 13.549% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 133,831 | $5.08M | 2.8% | +3.7% | 0.889% | |
| 11/12/2024 | StoneX Group Inc. | 30,989 | $1.18M | 0.1% | +3.2% | 0.206% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 49,731 | $1.89M | 0.0% | +315.0% | 0.330% | |
| 11/8/2024 | Prospera Financial Services Inc | 18,001 | $683K | 0.0% | N/A | 0.120% | |
