| 9/4/2025 | Osaic Holdings Inc. | 120,627 | $4.55M | 0.0% | +20.1% | 1.806% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 15,331 | $578K | 0.7% | N/A | 0.230% | |
| 8/29/2025 | Centaurus Financial Inc. | 35,858 | $1.35M | 0.1% | +23.5% | 0.537% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 1,186 | $45K | 0.0% | +70.6% | 0.018% | |
| 8/15/2025 | MML Investors Services LLC | 32,806 | $1.24M | 0.0% | +86.3% | 0.491% | |
| 8/14/2025 | Raymond James Financial Inc. | 26,246 | $990K | 0.0% | +4.4% | 0.393% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 7,038 | $265K | 0.0% | +12.1% | 0.105% | |
| 8/13/2025 | StoneX Group Inc. | 29,664 | $1.12M | 0.1% | +146.9% | 0.444% | |
| 8/13/2025 | Kilter Group LLC | 1,119 | $42K | 0.0% | N/A | 0.017% | |
| 8/12/2025 | CreativeOne Wealth LLC | 35,084 | $1.32M | 0.0% | N/A | 0.525% | |
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| 8/11/2025 | Plotkin Financial Advisors LLC | 8,303 | $313K | 0.2% | -30.7% | 0.124% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 30,257 | $1.14M | 0.0% | +15.6% | 0.453% | |
| 8/8/2025 | Cetera Investment Advisers | 157,978 | $5.96M | 0.0% | +205.1% | 2.365% | |
| 8/6/2025 | AE Wealth Management LLC | 3,827 | $144K | 0.0% | -68.7% | 0.057% | |
| 8/5/2025 | Integrity Financial Corp WA | 15,181 | $572K | 0.3% | +38.6% | 0.227% | |
| 8/4/2025 | Kovack Advisors Inc. | 14,099 | $532K | 0.1% | N/A | 0.211% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 7,126 | $270K | 0.2% | +20.7% | 0.107% | |
| 8/4/2025 | Atria Investments Inc | 10,776 | $406K | 0.0% | N/A | 0.161% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 13,501 | $509K | 0.1% | +75.3% | 0.202% | |
| 8/4/2025 | Arkadios Wealth Advisors | 5,620 | $212K | 0.0% | -12.1% | 0.084% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 251,388 | $9.48M | 0.0% | +267.2% | 3.763% | |
| 7/31/2025 | VestGen Investment Management | 8,723 | $329K | 0.2% | N/A | 0.131% | |
| 7/31/2025 | Hartford Financial Management Inc. | 149,405 | $5.63M | 1.5% | +7.6% | 2.237% | |
| 7/30/2025 | LifeWealth Investments LLC | 14,798 | $558K | 0.2% | +18.9% | 0.222% | |
| 7/30/2025 | Brookstone Capital Management | 6,279 | $237K | 0.0% | -7.2% | 0.094% | |
| 7/28/2025 | Uptick Partners LLC | 5,863 | $221K | 0.1% | N/A | 0.088% | |
| 7/28/2025 | Mutual Advisors LLC | 137,393 | $5.22M | 0.1% | -2.3% | 2.057% | |
| 7/28/2025 | Harbour Investments Inc. | 74,242 | $2.80M | 0.1% | +50.1% | 1.111% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 8,913 | $336K | 0.0% | N/A | 0.133% | |
| 7/28/2025 | RFG Advisory LLC | 12,776 | $482K | 0.0% | N/A | 0.191% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 118,142 | $4.46M | 0.1% | -0.3% | 1.769% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 52,884 | $1.99M | 0.4% | -5.9% | 0.792% | |
| 7/25/2025 | CWM LLC | 46,054 | $1.74M | 0.0% | +21.9% | 0.689% | |
| 7/25/2025 | Apollon Wealth Management LLC | 8,668 | $327K | 0.0% | +13.0% | 0.130% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 20,937 | $789K | 0.1% | -2.6% | 0.313% | |
| 7/23/2025 | Spectrum Asset Management Inc. NB CA | 7,355 | $277K | 0.1% | N/A | 0.110% | |
| 7/23/2025 | REAP Financial Group LLC | 44,945 | $1.70M | 0.4% | +82.7% | 0.673% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 18,038 | $680K | 0.0% | +5.4% | 0.270% | |
| 7/18/2025 | Truist Financial Corp | 13,510 | $509K | 0.0% | +22.5% | 0.202% | |
| 7/15/2025 | LVZ Inc. | 6,402 | $241K | 0.0% | -15.1% | 0.096% | |
|
| 7/11/2025 | Farther Finance Advisors LLC | 13,076 | $493K | 0.0% | +20.0% | 0.196% | |
| 7/7/2025 | Nova Wealth Management Inc. | 12,384 | $467K | 0.3% | -19.1% | 0.185% | |
| 7/3/2025 | TrueWealth Advisors LLC | 13,420 | $506K | 0.1% | +2.1% | 0.201% | |
| 5/29/2025 | Nova Wealth Management Inc. | 15,315 | $570K | 0.5% | -8.5% | 0.244% | |
| 5/14/2025 | Comerica Bank | 1,120 | $42K | 0.0% | -55.1% | 0.019% | |
| 5/14/2025 | Kestra Advisory Services LLC | 44,654 | $1.66M | 0.0% | -5.8% | 0.770% | |
| 5/12/2025 | Lcnb Corp | 69,060 | $2.57M | 0.9% | +5.5% | 1.191% | |
| 5/12/2025 | Townsquare Capital LLC | 18,006 | $670K | 0.0% | +13.7% | 0.310% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 56,184 | $2.09M | 0.4% | -3.5% | 0.969% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 118,440 | $4.41M | 0.1% | +1.8% | 2.042% | |
| 5/8/2025 | Harbour Investments Inc. | 49,458 | $1.84M | 0.1% | -0.6% | 0.853% | |
| 5/8/2025 | Grantvest Financial Group LLC | 6,032 | $225K | 0.2% | -17.4% | 0.104% | |
| 5/7/2025 | LPL Financial LLC | 49,982 | $1.86M | 0.0% | +14.3% | 0.862% | |
| 5/6/2025 | Cetera Investment Advisers | 51,772 | $1.93M | 0.0% | -50.3% | 0.893% | |
| 5/6/2025 | AE Wealth Management LLC | 12,225 | $455K | 0.0% | -50.8% | 0.211% | |
| 5/5/2025 | 1ST Source Bank | 11,652 | $434K | 0.0% | +75.2% | 0.201% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 80,289 | $2.99M | 1.0% | -6.9% | 1.384% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 68,467 | $2.55M | 0.0% | -63.8% | 1.180% | |
| 4/29/2025 | SMART Wealth LLC | 37,234 | $1.39M | 0.5% | -20.7% | 0.642% | |
| 4/28/2025 | Mutual Advisors LLC | 140,583 | $5.06M | 0.1% | -3.6% | 2.424% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 5,902 | $220K | 0.2% | +7.5% | 0.102% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 21,494 | $800K | 0.1% | +2.4% | 0.371% | |
| 4/23/2025 | Spire Wealth Management | 6,386 | $238K | 0.0% | -56.4% | 0.110% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,474 | $725K | 0.0% | -6.0% | 0.337% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 7,703 | $287K | 0.1% | N/A | 0.133% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 17,303 | $644K | 0.5% | -10.2% | 0.299% | |
| 4/21/2025 | Hartford Financial Management Inc. | 138,860 | $5.17M | 1.1% | +0.4% | 2.402% | |
| 4/21/2025 | LifeWealth Investments LLC | 12,447 | $463K | 0.2% | -22.7% | 0.215% | |
| 4/17/2025 | Keystone Wealth Services LLC | 7,165 | $267K | 0.1% | -16.8% | 0.124% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,895 | $406K | 0.0% | N/A | 0.188% | |
| 3/12/2025 | Centaurus Financial Inc. | 26,477 | $985K | 0.1% | +6.0% | 0.377% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 86,247 | $3.21M | 1.1% | N/A | 1.227% | |
| 2/27/2025 | REAP Financial Group LLC | 32,780 | $1.22M | 0.3% | -1.3% | 0.514% | |
| 2/26/2025 | LifeWealth Investments LLC | 16,099 | $599K | 0.4% | N/A | 0.252% | |
| 2/25/2025 | Armis Advisers LLC | 53,306 | $1.98M | 0.2% | N/A | 0.836% | |
| 2/17/2025 | Cetera Investment Advisers | 104,074 | $3.87M | 0.0% | +218.7% | 1.631% | |
| 2/14/2025 | Jane Street Group LLC | 17,096 | $636K | 0.0% | +3.6% | 0.268% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 5,426 | $202K | 0.1% | N/A | 0.085% | |
| 2/13/2025 | CreativeOne Wealth LLC | 19,908 | $741K | 0.0% | N/A | 0.312% | |
| 2/13/2025 | Barclays PLC | 3,958 | $147K | 0.0% | -11.9% | 0.062% | |
| 2/13/2025 | Townsquare Capital LLC | 15,838 | $589K | 0.0% | +7.0% | 0.248% | |
| 2/13/2025 | Raymond James Financial Inc. | 53,318 | $1.98M | 0.0% | N/A | 0.836% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 189,223 | $7.04M | 0.0% | +139.4% | 2.966% | |
| 2/11/2025 | Grantvest Financial Group LLC | 7,302 | $272K | 0.3% | N/A | 0.114% | |
| 2/11/2025 | LPL Financial LLC | 43,728 | $1.63M | 0.0% | -3.9% | 0.685% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 5,492 | $207K | 0.2% | -13.8% | 0.086% | |
| 2/10/2025 | IMG Wealth Management Inc. | 848 | $32K | 0.0% | N/A | 0.013% | |
| 2/10/2025 | Harbour Investments Inc. | 49,740 | $1.85M | 0.1% | -1.4% | 0.780% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,369 | $237K | 0.0% | N/A | 0.100% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 168,637 | $6.28M | 0.0% | -10.9% | 2.643% | |
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| 2/6/2025 | Raymond James Financial Inc. | 53,318 | $1.98M | 0.0% | N/A | 0.836% | |
| 2/6/2025 | Atria Investments Inc | 11,243 | $418K | 0.0% | N/A | 0.176% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 116,380 | $4.33M | 0.0% | -0.5% | 1.824% | |
| 1/31/2025 | Truist Financial Corp | 10,534 | $392K | 0.0% | +4.8% | 0.165% | |
| 1/30/2025 | Hickory Asset Management Inc. | 12,995 | $484K | 0.4% | N/A | 0.204% | |
| 1/28/2025 | SMART Wealth LLC | 46,969 | $1.75M | 0.6% | +144.1% | 0.736% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 31,651 | $1.18M | 0.0% | -3.4% | 0.496% | |
| 1/27/2025 | Commonwealth Financial Services LLC | 58,210 | $2.17M | 0.4% | +16.8% | 0.912% | |
| 1/24/2025 | Spire Wealth Management | 14,658 | $545K | 0.0% | -42.1% | 0.230% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 20,980 | $781K | 0.1% | -48.3% | 0.329% | |
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