| 8/1/2025 | Envestnet Asset Management Inc. | 70,999 | $2.96M | 0.0% | +11.8% | 1.007% | |
| 7/31/2025 | Hartford Financial Management Inc. | 156,152 | $6.51M | 1.8% | +3.7% | 2.215% | |
| 7/30/2025 | LifeWealth Investments LLC | 40,684 | $1.70M | 0.6% | -22.4% | 0.577% | |
| 7/28/2025 | Mutual Advisors LLC | 28,803 | $1.22M | 0.0% | -6.1% | 0.409% | |
| 7/28/2025 | Harbour Investments Inc. | 22,275 | $928K | 0.0% | -2.0% | 0.316% | |
| 7/28/2025 | RFG Advisory LLC | 12,132 | $505K | 0.0% | N/A | 0.172% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 11,974 | $499K | 0.1% | -61.7% | 0.170% | |
| 7/25/2025 | CWM LLC | 93,909 | $3.91M | 0.0% | +0.4% | 1.332% | |
| 7/23/2025 | Ignite Planners LLC | 35,912 | $1.51M | 0.2% | -0.7% | 0.509% | |
| 7/23/2025 | REAP Financial Group LLC | 126,182 | $5.26M | 1.2% | -2.3% | 1.790% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 21,002 | $875K | 0.0% | -42.4% | 0.298% | |
| 7/17/2025 | Camelot Portfolios LLC | 33,276 | $1.39M | 0.8% | -10.7% | 0.472% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 201,221 | $8.38M | 1.8% | -0.6% | 2.854% | |
| 7/16/2025 | Old Port Advisors | 6,028 | $251K | 0.1% | -7.0% | 0.086% | |
| 7/11/2025 | Farther Finance Advisors LLC | 21,347 | $889K | 0.0% | -4.7% | 0.303% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 47,337 | $1.97M | 0.2% | -62.4% | 0.671% | |
| 7/9/2025 | Beacon Financial Group | 13,698 | $571K | 0.1% | -2.1% | 0.194% | |
| 7/7/2025 | Nova Wealth Management Inc. | 24,431 | $1.02M | 0.7% | -16.0% | 0.347% | |
| 5/29/2025 | Nova Wealth Management Inc. | 29,070 | $1.13M | 1.0% | -25.8% | 0.375% | |
| 5/19/2025 | Jane Street Group LLC | 31,583 | $1.23M | 0.0% | +142.7% | 0.408% | |
| 5/15/2025 | OLD Mission Capital LLC | 17,030 | $661K | 0.0% | -62.8% | 0.218% | |
| 5/15/2025 | Cascade Investment Group Inc. | 5,587 | $217K | 0.2% | -18.7% | 0.072% | |
| 5/14/2025 | Comerica Bank | 1,057 | $41K | 0.0% | -53.6% | 0.014% | |
| 5/14/2025 | Kestra Advisory Services LLC | 67,955 | $2.64M | 0.0% | -16.2% | 0.871% | |
| 5/13/2025 | Horizon Investments LLC | 33,826 | $1.31M | 0.0% | +118.1% | 0.434% | |
| 5/12/2025 | Meridian Wealth Management LLC | 6,160 | $239K | 0.0% | -7.1% | 0.079% | |
| 5/12/2025 | Integrity Financial Corp WA | 29,610 | $1.15M | 0.7% | -6.6% | 0.380% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 31,267 | $1.21M | 0.2% | -4.5% | 0.401% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 23,054 | $894K | 0.0% | +23.5% | 0.296% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 445,998 | $17.30M | 0.0% | -3.2% | 5.718% | |
| 5/8/2025 | Harbour Investments Inc. | 22,729 | $882K | 0.0% | -5.3% | 0.291% | |
| 5/8/2025 | Grantvest Financial Group LLC | 26,834 | $1.04M | 0.8% | -4.9% | 0.344% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 117,414 | $4.56M | 0.4% | -4.0% | 1.505% | |
| 5/7/2025 | LPL Financial LLC | 109,926 | $4.27M | 0.0% | +9.4% | 1.409% | |
| 5/6/2025 | Cetera Investment Advisers | 118,870 | $4.61M | 0.0% | -8.3% | 1.524% | |
| 5/6/2025 | AE Wealth Management LLC | 18,768 | $728K | 0.0% | -73.2% | 0.241% | |
| 5/6/2025 | Ignite Planners LLC | 36,158 | $1.41M | 0.3% | -8.9% | 0.464% | |
| 5/5/2025 | 1ST Source Bank | 57,820 | $2.24M | 0.1% | -10.0% | 0.741% | |
| 5/1/2025 | CWM LLC | 93,518 | $3.63M | 0.0% | -5.8% | 1.199% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 18,161 | $705K | 0.1% | -1.6% | 0.233% | |
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| 4/29/2025 | Wood Tarver Financial Group LLC | 436,057 | $16.92M | 5.5% | -18.7% | 5.590% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 63,489 | $2.46M | 0.0% | +10.7% | 0.814% | |
| 4/28/2025 | Mutual Advisors LLC | 30,687 | $1.18M | 0.0% | -2.2% | 0.393% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 5,978 | $232K | 0.0% | -22.3% | 0.077% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 36,438 | $1.43M | 0.1% | -13.6% | 0.467% | |
| 4/23/2025 | Spire Wealth Management | 33,779 | $1.31M | 0.0% | -18.2% | 0.433% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 114,627 | $4.45M | 0.0% | -3.0% | 1.479% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 202,403 | $7.85M | 1.8% | +23.2% | 2.612% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 5,435 | $211K | 0.0% | N/A | 0.070% | |
| 4/21/2025 | Hartford Financial Management Inc. | 150,558 | $5.84M | 1.2% | -1.5% | 1.943% | |
| 4/21/2025 | LifeWealth Investments LLC | 52,446 | $2.04M | 0.8% | +66.8% | 0.677% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 9,545 | $370K | 0.2% | -26.8% | 0.123% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,408 | $871K | 0.0% | +3,996.5% | 0.289% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 125,732 | $4.88M | 0.5% | -32.3% | 1.622% | |
| 4/4/2025 | Sage Capital Advisors llc | 13,490 | $523K | 0.1% | -44.9% | 0.174% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,258 | $209K | 0.0% | N/A | 0.068% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 536,124 | $21.27M | 7.1% | N/A | 6.830% | |
| 2/27/2025 | REAP Financial Group LLC | 148,801 | $5.90M | 1.5% | -2.6% | 1.888% | |
| 2/26/2025 | LifeWealth Investments LLC | 31,438 | $1.25M | 0.8% | N/A | 0.399% | |
| 2/25/2025 | Armis Advisers LLC | 150,538 | $5.97M | 0.7% | N/A | 1.910% | |
| 2/18/2025 | Sunbelt Securities Inc. | 10,344 | $412K | 0.0% | -4.1% | 0.131% | |
| 2/17/2025 | EPG Wealth Management LLC | 3,000 | $119K | 0.0% | -25.0% | 0.038% | |
| 2/17/2025 | Cetera Investment Advisers | 129,673 | $5.15M | 0.0% | -13.9% | 1.646% | |
| 2/14/2025 | Jane Street Group LLC | 13,015 | $516K | 0.0% | -61.1% | 0.165% | |
| 2/14/2025 | Schwallier Wealth Management LLC | 10,780 | $428K | 0.3% | -21.8% | 0.137% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 122,356 | $4.86M | 0.4% | -8.4% | 1.553% | |
| 2/14/2025 | Topsail Wealth Management LLC | 800 | $32K | 0.0% | N/A | 0.010% | |
| 2/13/2025 | Mariner LLC | 69,732 | $2.77M | 0.0% | -0.7% | 0.885% | |
| 2/13/2025 | Barclays PLC | 4,808 | $191K | 0.0% | -6.1% | 0.061% | |
| 2/13/2025 | Integrity Financial Corp WA | 31,700 | $1.26M | 0.7% | +3.0% | 0.402% | |
| 2/13/2025 | Raymond James Financial Inc. | 40,636 | $1.61M | 0.0% | N/A | 0.516% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 57,349 | $2.28M | 0.0% | -5.4% | 0.728% | |
| 2/12/2025 | OLD Mission Capital LLC | 45,750 | $1.82M | 0.0% | N/A | 0.581% | |
| 2/12/2025 | StoneX Group Inc. | 33,379 | $1.32M | 0.1% | -7.8% | 0.424% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,952 | $77K | 0.0% | N/A | 0.025% | |
| 2/11/2025 | Modern Wealth Management LLC | 5,720 | $231K | 0.0% | N/A | 0.073% | |
| 2/11/2025 | Grantvest Financial Group LLC | 28,207 | $1.12M | 1.3% | N/A | 0.358% | |
| 2/11/2025 | LPL Financial LLC | 100,458 | $3.99M | 0.0% | -4.8% | 1.275% | |
| 2/10/2025 | Horizon Investments LLC | 15,507 | $615K | 0.0% | +88.1% | 0.197% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 11,756 | $474K | 0.5% | -4.2% | 0.149% | |
| 2/10/2025 | IMG Wealth Management Inc. | 7,853 | $312K | 0.3% | N/A | 0.100% | |
| 2/10/2025 | Harbour Investments Inc. | 24,004 | $952K | 0.0% | -4.5% | 0.305% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 460,678 | $18.28M | 0.0% | -4.6% | 5.846% | |
| 2/7/2025 | HighTower Advisors LLC | 6,287 | $249K | 0.0% | -44.4% | 0.080% | |
| 2/6/2025 | Raymond James Financial Inc. | 40,636 | $1.61M | 0.0% | N/A | 0.516% | |
| 2/6/2025 | Atria Investments Inc | 10,525 | $418K | 0.0% | -16.3% | 0.134% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 9,379 | $372K | 0.3% | N/A | 0.119% | |
| 2/3/2025 | Camelot Portfolios LLC | 30,440 | $1.21M | 1.3% | -7.0% | 0.386% | |
| 2/3/2025 | Advyzon Investment Management LLC | 5,100 | $202K | 0.1% | N/A | 0.065% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 18,664 | $741K | 0.0% | +1.9% | 0.237% | |
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| 1/30/2025 | Hickory Asset Management Inc. | 45,121 | $1.79M | 1.5% | N/A | 0.573% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 19,951 | $792K | 0.0% | +3.0% | 0.253% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 180,412 | $7.29M | 1.9% | -8.3% | 2.289% | |
| 1/27/2025 | Commonwealth Financial Services LLC | 32,739 | $1.30M | 0.3% | -6.5% | 0.415% | |
| 1/24/2025 | Holistic Planning LLC | 5,048 | $200K | 0.1% | N/A | 0.064% | |
| 1/24/2025 | Spire Wealth Management | 41,314 | $1.64M | 0.1% | -1.3% | 0.524% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 7,692 | $305K | 0.0% | N/A | 0.098% | |
| 1/23/2025 | Hartford Financial Management Inc. | 152,926 | $6.07M | 1.2% | -2.4% | 1.941% | |
| 1/17/2025 | MinichMacGregor Wealth Management LLC | 164,349 | $6.52M | 1.4% | +1.6% | 2.086% | |
| 1/17/2025 | Mutual Advisors LLC | 31,387 | $1.25M | 0.0% | -3.7% | 0.398% | |
