| 2/24/2025 | Ameriflex Group Inc. | 1,499 | $37K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | EP Wealth Advisors LLC | 836,569 | $20.66M | 0.2% | +8.2% | 2.428% | |
| 2/17/2025 | Bank of America Corp DE | 1,379,449 | $34.07M | 0.0% | +44.6% | 4.004% | |
| 2/17/2025 | Ameriprise Financial Inc. | 432,446 | $10.68M | 0.0% | +6.2% | 1.255% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 1,249,535 | $30.86M | 0.1% | N/A | 3.627% | |
| 2/14/2025 | Jane Street Group LLC | 190,036 | $4.69M | 0.0% | +511.8% | 0.552% | |
| 2/14/2025 | Comerica Bank | 8,395 | $207K | 0.0% | +31.8% | 0.024% | |
| 2/14/2025 | Parkshore Wealth Management Inc. | 20,570 | $508K | 0.3% | N/A | 0.060% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 1,230,304 | $30.39M | 1.3% | +5.5% | 3.571% | |
| 2/14/2025 | Syon Capital LLC | 1,090,712 | $26.94M | 2.4% | N/A | 3.166% | |
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| 2/14/2025 | Stifel Financial Corp | 18,003 | $445K | 0.0% | +3.5% | 0.052% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 106,807 | $2.64M | 0.0% | +2.5% | 0.310% | |
| 2/13/2025 | Guggenheim Capital LLC | 114,621 | $2.83M | 0.0% | +249.2% | 0.333% | |
| 2/13/2025 | Rossby Financial LCC | 10,000 | $247K | 0.2% | N/A | 0.029% | |
| 2/13/2025 | Mariner LLC | 224,709 | $5.55M | 0.0% | +2.6% | 0.652% | |
| 2/13/2025 | Dynamic Wealth Strategies LLC | 34,269 | $846K | 0.8% | -3.8% | 0.099% | |
| 2/13/2025 | TME Financial Inc. | 19,913 | $499K | 0.5% | N/A | 0.058% | |
| 2/13/2025 | Townsquare Capital LLC | 20,781 | $513K | 0.0% | +9.8% | 0.060% | |
| 2/13/2025 | First Foundation Advisors | 1,352,308 | $33.40M | 1.3% | -10.1% | 3.925% | |
| 2/13/2025 | Raymond James Financial Inc. | 20,938 | $517K | 0.0% | N/A | 0.061% | |
| 2/13/2025 | Cerity Partners LLC | 81,135 | $2.00M | 0.0% | +223.5% | 0.236% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,243,755 | $30.72M | 0.0% | +18.6% | 3.610% | |
| 2/13/2025 | Wells Fargo & Company MN | 334,055 | $8.25M | 0.0% | +20.6% | 0.970% | |
| 2/12/2025 | Climber Capital SA | 16,395 | $405K | 0.3% | N/A | 0.048% | |
| 2/12/2025 | OLD Mission Capital LLC | 21,831 | $539K | 0.0% | N/A | 0.063% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 95,742 | $2.37M | 0.0% | -2.3% | 0.278% | |
| 2/12/2025 | JPMorgan Chase & Co. | 420,940 | $10.40M | 0.0% | -9.8% | 1.222% | |
| 2/11/2025 | Hill Island Financial LLC | 8,759 | $216K | 0.1% | N/A | 0.025% | |
| 2/11/2025 | LPL Financial LLC | 552,990 | $13.66M | 0.0% | +8.5% | 1.605% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,000 | $74K | 0.0% | N/A | 0.009% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 47,245 | $1.17M | 0.6% | N/A | 0.137% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 50,536 | $1.25M | 0.0% | +84.8% | 0.147% | |
| 2/7/2025 | HighTower Advisors LLC | 56,902 | $1.41M | 0.0% | +49.2% | 0.165% | |
| 2/7/2025 | Wealthfront Advisers LLC | 61,273 | $1.51M | 0.0% | +77.4% | 0.178% | |
| 2/7/2025 | Destination Wealth Management | 32,359 | $799K | 0.0% | +23.9% | 0.094% | |
| 2/6/2025 | Raymond James Financial Inc. | 20,938 | $517K | 0.0% | N/A | 0.061% | |
| 2/6/2025 | Keybank National Association OH | 117,990 | $2.91M | 0.0% | +7.3% | 0.342% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 8,836 | $218K | 0.0% | -32.2% | 0.026% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,110 | $225K | 0.0% | +87.3% | 0.026% | |
| 2/5/2025 | Impact Investors Inc | 98,536 | $2.43M | 1.9% | N/A | 0.286% | |
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| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 10,106 | $250K | 0.1% | N/A | 0.029% | |
| 2/3/2025 | Mattern Capital Management LLC | 27,626 | $682K | 0.1% | +11.6% | 0.080% | |
| 1/31/2025 | Atlas Legacy Advisors LLC | 449,290 | $11.10M | 2.7% | N/A | 1.304% | |
| 1/30/2025 | Allworth Financial LP | 228,566 | $5.59M | 0.0% | +5.2% | 0.663% | |
| 1/29/2025 | Warren Street Wealth Advisors LLC | 21,135 | $522K | 0.2% | -2.2% | 0.061% | |
| 1/29/2025 | Bristlecone Advisors LLC | 4,100 | $101K | 0.0% | +32.3% | 0.012% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,907 | $47K | 0.0% | N/A | 0.006% | |
| 1/28/2025 | Lodestar Private Asset Management LLC | 60,665 | $1.50M | 0.2% | +4.3% | 0.176% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 1,475,592 | $36.45M | 0.5% | +4.5% | 4.283% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 76,260 | $1.88M | 0.1% | +6.7% | 0.221% | |
| 1/24/2025 | SimpliFi Inc. | 57,749 | $1.43M | 0.7% | -4.9% | 0.168% | |
| 1/23/2025 | Verus Wealth Management LLC | 56,522 | $1.40M | 1.6% | N/A | 0.164% | |
| 1/23/2025 | SteelPeak Wealth LLC | 86,803 | $2.14M | 0.1% | -25.6% | 0.252% | |
| 1/23/2025 | Williams & Novak LLC | 53,700 | $1.33M | 1.3% | -13.4% | 0.156% | |
| 1/17/2025 | Spinnaker Investment Group LLC | 8,151 | $201K | 0.0% | N/A | 0.024% | |
| 1/17/2025 | Atomi Financial Group Inc. | 25,440 | $628K | 0.0% | +215.9% | 0.074% | |
| 1/16/2025 | Pure Financial Advisors LLC | 61,223 | $1.51M | 0.0% | +7.0% | 0.178% | |
| 1/16/2025 | FOCUS Wealth Advisors LLC | 33,337 | $823K | 0.4% | -5.2% | 0.097% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 17,404 | $430K | 0.0% | +111.9% | 0.051% | |
| 1/15/2025 | Omega Financial Group LLC | 24,777 | $612K | 0.2% | +9.4% | 0.072% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 28,099 | $694K | 0.0% | +32.5% | 0.082% | |
| 1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 10,326 | $255K | 0.0% | N/A | 0.030% | |
| 1/14/2025 | Affinity Capital Advisors LLC | 209,682 | $5.17M | 1.0% | -6.3% | 0.609% | |
| 1/14/2025 | McNaughton Wealth Management LLC | 92,164 | $2.28M | 1.1% | +5.7% | 0.268% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 2,424,844 | $59.89M | 1.2% | +6.8% | 7.039% | |
| 1/3/2025 | GAMMA Investing LLC | 27,193 | $672K | 0.1% | +153.9% | 0.079% | |
| 12/26/2024 | JPMorgan Chase & Co. | 466,488 | $11.70M | 0.0% | -3.8% | 1.354% | |
| 11/25/2024 | Destination Wealth Management | 26,118 | $655K | 0.0% | +2.0% | 0.076% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 98,022 | $2.46M | 0.1% | -7.6% | 0.285% | |
| 11/15/2024 | EP Wealth Advisors LLC | 773,395 | $19.40M | 0.2% | +1.7% | 2.245% | |
| 11/15/2024 | Jane Street Group LLC | 31,061 | $779K | 0.0% | -66.6% | 0.090% | |
| 11/15/2024 | Stifel Financial Corp | 17,388 | $436K | 0.0% | -7.5% | 0.050% | |
| 11/15/2024 | HighTower Advisors LLC | 38,129 | $959K | 0.0% | +1.3% | 0.111% | |
| 11/13/2024 | Townsquare Capital LLC | 18,931 | $475K | 0.0% | N/A | 0.055% | |
| 11/13/2024 | FMR LLC | 273,479 | $6.86M | 0.0% | -1.0% | 0.794% | |
| 11/12/2024 | Larson Financial Group LLC | 2,650 | $66K | 0.0% | +60.6% | 0.008% | |
| 11/12/2024 | Cerity Partners LLC | 25,082 | $629K | 0.0% | -53.1% | 0.073% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 13,027 | $327K | 0.0% | -99.9% | 0.038% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 104,225 | $2.61M | 0.0% | -6.8% | 0.303% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 9,700 | $243K | 0.0% | -17.1% | 0.028% | |
| 10/25/2024 | SteelPeak Wealth LLC | 116,748 | $2.93M | 0.1% | -2.2% | 0.339% | |
| 10/25/2024 | Lodestar Private Asset Management LLC | 58,137 | $1.46M | 0.2% | -10.5% | 0.169% | |
| 10/24/2024 | Bristlecone Advisors LLC | 3,100 | $78K | 0.0% | N/A | 0.009% | |
| 10/24/2024 | Mattern Capital Management LLC | 24,763 | $621K | 0.1% | +2.2% | 0.072% | |
| 10/23/2024 | Allworth Financial LP | 217,234 | $5.45M | 0.0% | +1.5% | 0.631% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 21,208 | $532K | 0.0% | +17.4% | 0.062% | |
| 10/23/2024 | SimpliFi Inc. | 60,706 | $1.52M | 0.7% | +0.9% | 0.176% | |
| 10/21/2024 | Sweeney & Michel LLC | 22,000 | $552K | 0.2% | +22.2% | 0.064% | |
| 10/19/2024 | Werba Rubin Papier Wealth Management | 9,793 | $246K | 0.1% | -54.7% | 0.028% | |
| 10/18/2024 | Warren Street Wealth Advisors LLC | 21,609 | $542K | 0.2% | N/A | 0.063% | |
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| 10/17/2024 | Stratos Wealth Partners LTD. | 1,411,558 | $35.40M | 0.5% | +2.0% | 4.097% | |
| 10/16/2024 | Global Retirement Partners LLC | 21,119 | $530K | 0.0% | +2.4% | 0.061% | |
| 10/8/2024 | Atomi Financial Group Inc. | 8,054 | $202K | 0.0% | N/A | 0.023% | |
| 10/8/2024 | Williams & Novak LLC | 62,000 | $1.56M | 1.5% | -6.3% | 0.180% | |
| 10/8/2024 | Omega Financial Group LLC | 22,655 | $568K | 0.2% | -11.4% | 0.066% | |
| 10/8/2024 | Affinity Capital Advisors LLC | 223,857 | $5.61M | 1.1% | N/A | 0.650% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 2,270,757 | $56.95M | 1.3% | +7.4% | 6.591% | |
| 10/7/2024 | GAMMA Investing LLC | 10,709 | $269K | 0.0% | N/A | 0.031% | |
| 9/5/2024 | Sanctuary Advisors LLC | 24,210 | $591K | 0.0% | N/A | 0.070% | |
| 8/19/2024 | EP Wealth Advisors LLC | 760,405 | $18.76M | 0.2% | -0.1% | 2.207% | |
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