| 8/8/2025 | Firestone Capital Management | 37,513 | $2.33M | 0.5% | N/A | 0.207% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 144,025 | $8.95M | 0.0% | -1.7% | 0.793% | |
| 8/8/2025 | Horizon Family Wealth Inc. | 51,664 | $3.21M | 2.0% | +0.7% | 0.284% | |
| 8/8/2025 | Cetera Investment Advisers | 75,311 | $4.68M | 0.0% | +103.9% | 0.415% | |
| 8/8/2025 | WealthShield Partners LLC | 5,953 | $370K | 0.0% | -10.8% | 0.033% | |
| 8/8/2025 | Good Life Advisors LLC | 85,573 | $5.32M | 0.3% | +10.5% | 0.471% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 538,770 | $33.48M | 0.0% | -0.1% | 2.967% | |
| 8/7/2025 | Alpha Cubed Investments LLC | 5,371 | $334K | 0.0% | +18.5% | 0.030% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 3,405 | $212K | 0.1% | N/A | 0.019% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 449,363 | $27.93M | 3.6% | -1.6% | 2.474% | |
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| 8/4/2025 | Arkadios Wealth Advisors | 100,174 | $6.23M | 0.2% | -11.0% | 0.552% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 194,151 | $12.07M | 0.0% | +4.2% | 1.069% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 151,182 | $9.39M | 0.1% | +1.1% | 0.833% | |
| 7/29/2025 | Private Trust Co. NA | 3,263 | $203K | 0.0% | +262.2% | 0.018% | |
| 7/29/2025 | Stratos Investment Management LLC | 122,026 | $7.58M | 0.3% | N/A | 0.672% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 2,577 | $160K | 0.2% | N/A | 0.014% | |
| 7/25/2025 | Parker Financial LLC | 6,678 | $415K | 0.2% | -12.9% | 0.037% | |
| 7/24/2025 | JNBA Financial Advisors | 20,777 | $1.29M | 0.1% | -2.3% | 0.114% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 107,396 | $6.67M | 0.6% | -0.9% | 0.591% | |
| 7/24/2025 | MSH Capital Advisors LLC | 11,887 | $739K | 0.2% | -12.3% | 0.065% | |
| 7/22/2025 | Willner & Heller LLC | 22,482 | $1.40M | 1.2% | -6.2% | 0.124% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 14,963 | $930K | 0.0% | -40.4% | 0.083% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 23,827 | $1.48M | 0.2% | +0.7% | 0.132% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 14,314 | $889K | 0.1% | -2.0% | 0.079% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,291 | $639K | 0.0% | +8.6% | 0.057% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,129 | $257K | 0.0% | +8.5% | 0.023% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 4,168 | $259K | 0.0% | -4.5% | 0.023% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 24,258 | $1.53M | 0.0% | +241.2% | 0.135% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 6,797 | $404K | 0.0% | -26.5% | 0.038% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 6,797 | $404K | 0.0% | -26.5% | 0.039% | |
| 5/16/2025 | AQR Capital Management LLC | 12,148 | $723K | 0.0% | N/A | 0.069% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,155 | $188K | 0.0% | N/A | 0.018% | |
| 5/15/2025 | Royal Bank of Canada | 147,835 | $8.80M | 0.0% | -0.3% | 0.845% | |
| 5/15/2025 | Betterment LLC | 3,740 | $223K | 0.0% | -19.7% | 0.021% | |
| 5/15/2025 | Baird Financial Group Inc. | 36,926 | $2.20M | 0.0% | -0.9% | 0.211% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 22,537 | $1.34M | 0.0% | -14.3% | 0.129% | |
| 5/14/2025 | Kestra Advisory Services LLC | 140,663 | $8.37M | 0.0% | -4.9% | 0.804% | |
| 5/13/2025 | Raymond James Financial Inc. | 262,270 | $15.61M | 0.0% | +1.5% | 1.500% | |
| 5/13/2025 | NFP Retirement Inc. | 11,315 | $673K | 0.1% | -5.6% | 0.065% | |
| 5/13/2025 | MSH Capital Advisors LLC | 13,557 | $807K | 0.2% | -24.9% | 0.078% | |
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| 5/13/2025 | HighTower Advisors LLC | 16,291 | $969K | 0.0% | -4.1% | 0.093% | |
| 5/12/2025 | Maia Wealth LLC | 23,644 | $1.30M | 0.3% | +0.9% | 0.135% | |
| 5/12/2025 | SouthState Corp | 695 | $41K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | Condor Capital Management | 14,937 | $889K | 0.1% | -16.0% | 0.085% | |
| 5/9/2025 | Wharton Business Group LLC | 179,107 | $10.66M | 0.5% | +1.3% | 1.024% | |
| 5/9/2025 | WealthShield Partners LLC | 6,673 | $397K | 0.1% | -5.6% | 0.038% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,611 | $393K | 0.0% | -6.9% | 0.038% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 51,299 | $3.05M | 2.0% | +0.7% | 0.293% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 448,817 | $26.71M | 0.0% | +3.3% | 2.566% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 539,264 | $32.09M | 0.0% | -0.8% | 3.083% | |
| 5/8/2025 | Arkadios Wealth Advisors | 112,502 | $6.70M | 0.3% | -4.4% | 0.643% | |
| 5/7/2025 | LPL Financial LLC | 1,220,382 | $72.63M | 0.0% | +16.0% | 6.978% | |
| 5/6/2025 | Cetera Investment Advisers | 36,944 | $2.20M | 0.0% | +0.5% | 0.211% | |
| 5/6/2025 | AE Wealth Management LLC | 1,192 | $71K | 0.0% | +8,414.3% | 0.007% | |
| 5/5/2025 | Willner & Heller LLC | 23,972 | $1.43M | 1.3% | -4.2% | 0.137% | |
| 5/5/2025 | Private Advisor Group LLC | 18,218 | $1.08M | 0.0% | +1.2% | 0.104% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 149,542 | $8.90M | 0.1% | +2.7% | 0.854% | |
| 4/30/2025 | Cerity Partners LLC | 4,397 | $262K | 0.0% | -4.7% | 0.025% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 186,248 | $11.08M | 0.0% | +0.7% | 1.064% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,840 | $288K | 0.0% | N/A | 0.028% | |
| 4/28/2025 | Private Trust Co. NA | 901 | $54K | 0.0% | +69.4% | 0.005% | |
| 4/25/2025 | JNBA Financial Advisors | 21,265 | $1.27M | 0.1% | -16.2% | 0.121% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 25,091 | $1.44M | 0.1% | +0.9% | 0.143% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 108,391 | $6.45M | 0.7% | -0.7% | 0.619% | |
| 4/25/2025 | Parker Financial LLC | 7,669 | $456K | 0.2% | -27.0% | 0.044% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 23,662 | $1.41M | 0.2% | -4.8% | 0.135% | |
| 4/23/2025 | Strategic Investment Advisors MI | 8,130 | $484K | 0.1% | -8.8% | 0.046% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 9,784 | $582K | 0.0% | -2.2% | 0.056% | |
| 4/22/2025 | Consolidated Planning Corp | 16,368 | $974K | 0.1% | -9.2% | 0.093% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,178 | $3.46M | 0.0% | -11.3% | 0.332% | |
| 4/21/2025 | ORG Wealth Partners LLC | 781 | $46K | 0.0% | N/A | 0.004% | |
| 4/17/2025 | Mason & Associates Inc | 3,460 | $206K | 0.1% | N/A | 0.020% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,479 | $564K | 0.0% | -8.7% | 0.054% | |
| 4/17/2025 | Good Life Advisors LLC | 77,440 | $4.61M | 0.3% | +19.7% | 0.442% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 456,583 | $27.17M | 3.8% | +64.7% | 2.608% | |
| 4/16/2025 | IAG Wealth Partners LLC | 290,032 | $17.26M | 2.7% | +2.4% | 1.656% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,110 | $423K | 0.0% | -4.4% | 0.041% | |
| 4/14/2025 | Rockwood Wealth Management LLC | 6,049 | $360K | 0.0% | -35.7% | 0.035% | |
| 4/11/2025 | AGH Wealth Advisors LLC | 45,937 | $2.74M | 2.6% | +1.6% | 0.263% | |
| 4/11/2025 | Ullmann Wealth Partners Group LLC | 110,247 | $6.56M | 0.9% | -7.8% | 0.632% | |
| 4/9/2025 | NBC Securities Inc. | 650 | $38K | 0.0% | N/A | 0.004% | |
| 3/21/2025 | Nestegg Advisors Inc. | 3,579 | $214K | 0.2% | N/A | 0.021% | |
| 2/17/2025 | Focus Partners Wealth | 8,047 | $458K | 0.0% | +56.4% | 0.050% | |
| 2/17/2025 | Cetera Investment Advisers | 36,769 | $2.09M | 0.0% | +0.6% | 0.228% | |
| 2/17/2025 | Captrust Financial Advisors | 110,514 | $6.29M | 0.0% | -2.8% | 0.684% | |
| 2/17/2025 | Baird Financial Group Inc. | 37,262 | $2.12M | 0.0% | +1.1% | 0.231% | |
| 2/17/2025 | Bank of America Corp DE | 628,382 | $35.74M | 0.0% | +1.4% | 3.889% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 18,850 | $1.07M | 0.0% | -3.6% | 0.117% | |
| 2/14/2025 | Comerica Bank | 16,537 | $941K | 0.0% | +2.0% | 0.102% | |
| 2/14/2025 | Stifel Financial Corp | 20,717 | $1.18M | 0.0% | -0.9% | 0.128% | |
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| 2/14/2025 | Tower Research Capital LLC TRC | 3,505 | $199K | 0.0% | +62.0% | 0.022% | |
| 2/14/2025 | MML Investors Services LLC | 20,316 | $1.16M | 0.0% | -1.3% | 0.126% | |
| 2/13/2025 | MSH Capital Advisors LLC | 18,057 | $1.03M | 0.3% | N/A | 0.112% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 39,422 | $2.24M | 0.2% | -0.5% | 0.244% | |
| 2/13/2025 | Regal Investment Advisors LLC | 122,613 | $6.97M | 0.5% | +9.8% | 0.759% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 146,995 | $8.36M | 0.0% | -0.3% | 0.910% | |
| 2/13/2025 | Raymond James Financial Inc. | 258,292 | $14.69M | 0.0% | N/A | 1.598% | |
| 2/13/2025 | Bank of Montreal Can | 3,409 | $194K | 0.0% | -14.8% | 0.021% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 184,958 | $10.52M | 0.0% | +9.8% | 1.145% | |
| 2/13/2025 | Wells Fargo & Company MN | 147,386 | $8.38M | 0.0% | -4.3% | 0.912% | |
