| 3/10/2025 | SpringVest Wealth Management LLC | 6,614 | $769K | 0.7% | N/A | 0.078% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 2,190 | $255K | 0.0% | +13.5% | 0.026% | |
| 2/24/2025 | Ameriflex Group Inc. | 220 | $27K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | Waverly Advisors LLC | 2,869 | $334K | 0.0% | N/A | 0.038% | |
| 2/17/2025 | Visionary Wealth Advisors | 7,602 | $884K | 0.1% | -23.8% | 0.100% | |
| 2/17/2025 | Silvercrest Asset Management Group LLC | 17,859 | $2.08M | 0.0% | -40.7% | 0.235% | |
| 2/17/2025 | CoreCap Advisors LLC | 883 | $103K | 0.0% | +27.6% | 0.012% | |
| 2/17/2025 | Cetera Investment Advisers | 7,449 | $866K | 0.0% | -26.6% | 0.098% | |
| 2/17/2025 | Bank of America Corp DE | 131,242 | $15.27M | 0.0% | +9.8% | 1.727% | |
| 2/17/2025 | Ameriprise Financial Inc. | 393,929 | $45.81M | 0.0% | +28.9% | 5.183% | |
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| 2/14/2025 | Mercer Global Advisors Inc. ADV | 9,551 | $1.11M | 0.0% | -4.8% | 0.126% | |
| 2/14/2025 | Jane Street Group LLC | 21,462 | $2.50M | 0.0% | +112.0% | 0.282% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 3,617 | $421K | 0.0% | -8.7% | 0.048% | |
| 2/14/2025 | Two Sigma Securities LLC | 8,637 | $1.01M | 0.1% | N/A | 0.114% | |
| 2/14/2025 | Susquehanna International Group LLP | 39,342 | $4.58M | 0.0% | +1,336.9% | 0.518% | |
| 2/14/2025 | MML Investors Services LLC | 10,032 | $1.17M | 0.0% | -1.8% | 0.132% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 3,592 | $435K | 0.0% | +52.3% | 0.047% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 40,491 | $4.71M | 0.0% | -65.0% | 0.533% | |
| 2/13/2025 | Hurley Capital LLC | 284 | $34K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | Wells Fargo & Company MN | 54,814 | $6.38M | 0.0% | +13.4% | 0.721% | |
| 2/12/2025 | OneAscent Financial Services LLC | 2,015 | $234K | 0.0% | N/A | 0.027% | |
| 2/12/2025 | Cannell & Spears LLC | 4,272 | $497K | 0.0% | -3.1% | 0.056% | |
| 2/12/2025 | RWA Wealth Partners LLC | 32,862 | $3.82M | 0.0% | -0.5% | 0.432% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 5,645 | $657K | 0.0% | -2.7% | 0.074% | |
| 2/12/2025 | Howe & Rusling Inc. | 1,057 | $123K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | JPMorgan Chase & Co. | 21,573 | $2.51M | 0.0% | -31.0% | 0.284% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 16,438 | $1.91M | 0.0% | N/A | 0.216% | |
| 2/11/2025 | LPL Financial LLC | 208,416 | $24.24M | 0.0% | +62.7% | 2.742% | |
| 2/11/2025 | Del Sette Capital Management LLC | 57,511 | $6.69M | 5.4% | -4.6% | 0.757% | |
| 2/11/2025 | Virtu Financial LLC | 26,774 | $3.11M | 0.2% | +142.9% | 0.352% | |
| 2/11/2025 | Viawealth LLC | 6,595 | $767K | 0.5% | -16.3% | 0.087% | |
| 2/11/2025 | ProVise Management Group LLC | 21,732 | $2.53M | 0.2% | +2.8% | 0.286% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 10,411 | $1.21M | 0.1% | +13.7% | 0.137% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,738 | $1.37M | 0.0% | +23.1% | 0.154% | |
| 2/7/2025 | Lowery Thomas LLC | 28,430 | $3.31M | 2.2% | +3.0% | 0.374% | |
| 2/7/2025 | Naviter Wealth LLC | 5,778 | $672K | 0.1% | N/A | 0.076% | |
| 2/6/2025 | Raymond James Financial Inc. | 117,475 | $13.66M | 0.0% | N/A | 1.546% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 33,598 | $3.91M | 0.0% | -1.2% | 0.442% | |
| 2/6/2025 | Jones Financial Companies Lllp | 712 | $83K | 0.0% | +50.2% | 0.009% | |
| 2/4/2025 | Ackerman Capital Advisors LLC | 8,949 | $1.04M | 0.3% | -5.5% | 0.118% | |
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| 2/4/2025 | Bank of New York Mellon Corp | 748,601 | $87.07M | 0.0% | -1.8% | 9.850% | |
| 2/4/2025 | World Equity Group Inc. | 1,918 | $223K | 0.0% | N/A | 0.025% | |
| 2/3/2025 | Crumly & Associates Inc. | 3,273 | $381K | 0.1% | -91.6% | 0.043% | |
| 2/3/2025 | LMG Wealth Partners LLC | 65,607 | $7.63M | 1.7% | +0.5% | 0.863% | |
| 2/3/2025 | Private Advisor Group LLC | 18,596 | $2.16M | 0.0% | -2.4% | 0.245% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,749 | $669K | 0.0% | +2.0% | 0.076% | |
| 1/31/2025 | D.A. Davidson & CO. | 9,195 | $1.07M | 0.0% | +2.9% | 0.121% | |
| 1/30/2025 | Principal Securities Inc. | 29,959 | $3.48M | 0.1% | +13.4% | 0.394% | |
| 1/29/2025 | Sovran Advisors LLC | 5,476 | $641K | 0.1% | N/A | 0.072% | |
| 1/29/2025 | Bonfire Financial | 2,907 | $338K | 0.3% | N/A | 0.038% | |
| 1/29/2025 | Savant Capital LLC | 2,767 | $322K | 0.0% | -35.1% | 0.036% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 5,376 | $625K | 0.0% | +33.1% | 0.071% | |
| 1/27/2025 | Alexander Labrunerie & CO. Inc. | 8,994 | $1.05M | 0.5% | +1.8% | 0.118% | |
| 1/24/2025 | Dougherty Wealth Advisers LLC | 58,645 | $6.82M | 5.3% | +4.1% | 0.772% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 1,929 | $227K | 0.0% | N/A | 0.025% | |
| 1/23/2025 | Strategic Advocates LLC | 127,971 | $14.88M | 5.0% | +14.1% | 1.684% | |
| 1/21/2025 | Rodgers & Associates LTD | 4,175 | $486K | 0.1% | +2.8% | 0.055% | |
| 1/21/2025 | LexAurum Advisors LLC | 15,785 | $1.84M | 0.4% | +3.8% | 0.208% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 13,715 | $1.60M | 0.0% | -10.5% | 0.180% | |
| 1/17/2025 | ERTS Wealth Advisors LLC | 3,663 | $426K | 0.1% | -4.0% | 0.048% | |
| 1/17/2025 | Octavia Wealth Advisors LLC | 141,733 | $16.49M | 2.0% | +0.1% | 1.865% | |
| 1/16/2025 | Capital Wealth Management LLC | 8,426 | $980K | 0.4% | +5.5% | 0.111% | |
| 1/15/2025 | Merit Financial Group LLC | 1,876 | $218K | 0.0% | -9.9% | 0.025% | |
| 1/13/2025 | Kieckhefer Group LLC | 84,806 | $9.86M | 5.9% | N/A | 1.116% | |
| 1/13/2025 | Crescent Sterling Ltd. | 2,537 | $295K | 0.3% | N/A | 0.033% | |
| 1/10/2025 | Hilltop National Bank | 290 | $34K | 0.0% | -23.7% | 0.004% | |
| 1/7/2025 | Bank of New Hampshire | 34,935 | $4.06M | 1.0% | -2.7% | 0.460% | |
| 1/3/2025 | Integrated Capital Management LLC | 2,671 | $311K | 0.2% | -88.0% | 0.035% | |
| 12/26/2024 | JPMorgan Chase & Co. | 31,260 | $3.74M | 0.0% | +185.9% | 0.411% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 1,930 | $227K | 0.0% | -21.9% | 0.025% | |
| 12/2/2024 | Beaird Harris Wealth Management LLC | 3,150 | $377K | 0.0% | N/A | 0.041% | |
| 11/20/2024 | Virtu Financial LLC | 11,022 | $1.32M | 0.1% | -28.6% | 0.145% | |
| 11/15/2024 | MML Investors Services LLC | 10,217 | $1.22M | 0.0% | +6.4% | 0.134% | |
| 11/15/2024 | Northeast Financial Consultants Inc | 1,740 | $208K | 0.0% | N/A | 0.023% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 5,801 | $695K | 0.0% | N/A | 0.076% | |
| 11/15/2024 | Jane Street Group LLC | 10,125 | $1.21M | 0.0% | -70.9% | 0.133% | |
| 11/15/2024 | Stifel Financial Corp | 10,023 | $1.20M | 0.0% | -2.1% | 0.132% | |
| 11/15/2024 | FSA Wealth Management LLC | 510 | $61K | 0.0% | N/A | 0.007% | |
| 11/13/2024 | FMR LLC | 1,495 | $179K | 0.0% | -49.4% | 0.020% | |
| 11/13/2024 | D.A. Davidson & CO. | 8,935 | $1.07M | 0.0% | +7.4% | 0.118% | |
| 11/12/2024 | Studio Investment Management LLC | 16,665 | $2.00M | 0.4% | -11.7% | 0.219% | |
| 11/12/2024 | Citigroup Inc. | 30,722 | $3.68M | 0.0% | +24.1% | 0.404% | |
| 11/8/2024 | Etfidea LLC | 1,810 | $217K | 0.1% | -10.5% | 0.024% | |
| 11/8/2024 | Lowery Thomas LLC | 27,602 | $3.31M | 2.2% | +3.7% | 0.363% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 1,284 | $154K | 0.1% | N/A | 0.017% | |
| 11/4/2024 | Catalytic Wealth RIA LLC | 1,701 | $204K | 0.0% | N/A | 0.022% | |
| 11/4/2024 | Del Sette Capital Management LLC | 60,297 | $7.22M | 5.6% | N/A | 0.793% | |
| 11/1/2024 | Crumly & Associates Inc. | 39,105 | $4.68M | 1.3% | N/A | 0.515% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 15,327 | $1.84M | 0.0% | +18.1% | 0.202% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 9,158 | $1.10M | 0.1% | +18.2% | 0.121% | |
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| 10/28/2024 | Principal Securities Inc. | 26,417 | $3.16M | 0.1% | +125.7% | 0.348% | |
| 10/24/2024 | Ackerman Capital Advisors LLC | 9,465 | $1.13M | 0.3% | -6.4% | 0.125% | |
| 10/23/2024 | Dakota Wealth Management | 1,800 | $216K | 0.0% | N/A | 0.024% | |
| 10/22/2024 | Private Advisor Group LLC | 19,059 | $2.28M | 0.0% | +6.2% | 0.251% | |
| 10/22/2024 | Sierra Capital LLC | 7,720 | $925K | 0.1% | -40.0% | 0.102% | |
| 10/21/2024 | Rodgers & Associates LTD | 4,060 | $486K | 0.1% | +97.1% | 0.053% | |
| 10/18/2024 | Raymond James & Associates | 47,561 | $5.70M | 0.0% | +65.0% | 0.626% | |
| 10/17/2024 | Strategic Advocates LLC | 112,116 | $13.43M | 4.8% | +2.4% | 1.475% | |
| 10/17/2024 | LexAurum Advisors LLC | 15,206 | $1.82M | 0.4% | N/A | 0.200% | |
| 10/16/2024 | Global Retirement Partners LLC | 54,789 | $6.56M | 0.2% | +0.3% | 0.721% | |
