| 6/2/2025 | Modern Wealth Management LLC | 23,499 | $1.07M | 0.0% | -1.2% | 0.123% | |
| 5/21/2025 | MBL Wealth LLC | 126,335 | $5.75M | 0.6% | -3.2% | 0.662% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,968 | $1.59M | 0.0% | -2.5% | 0.183% | |
| 5/15/2025 | Royal Bank of Canada | 33,569 | $1.53M | 0.0% | -2.7% | 0.175% | |
| 5/14/2025 | CreativeOne Wealth LLC | 160,424 | $7.30M | 0.2% | +2.5% | 0.839% | |
| 5/14/2025 | FWG Investments LLC. | 22,909 | $1.04M | 1.2% | -1.2% | 0.120% | |
| 5/14/2025 | Kestra Advisory Services LLC | 78,718 | $3.58M | 0.0% | -0.5% | 0.411% | |
| 5/14/2025 | TFB Advisors LLC | 15,589 | $709K | 0.2% | +16.3% | 0.081% | |
| 5/13/2025 | Raymond James Financial Inc. | 289,028 | $13.15M | 0.0% | -16.5% | 1.511% | |
| 5/13/2025 | Cresset Asset Management LLC | 4,950 | $225K | 0.0% | -28.8% | 0.026% | |
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| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,889 | $86K | 0.1% | +81.6% | 0.010% | |
| 5/12/2025 | Integrity Financial Corp WA | 24,755 | $1.13M | 0.6% | -1.1% | 0.129% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 25,157 | $1.14M | 0.0% | -33.3% | 0.132% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 12,835 | $584K | 0.2% | -2.3% | 0.067% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 12,497 | $568K | 0.0% | -5.7% | 0.065% | |
| 5/7/2025 | LPL Financial LLC | 93,997 | $4.28M | 0.0% | +13.0% | 0.491% | |
| 5/7/2025 | First Heartland Consultants Inc. | 39,207 | $1.78M | 0.2% | -3.0% | 0.205% | |
| 5/6/2025 | Assetmark Inc. | 143,086 | $6.51M | 0.0% | +38.5% | 0.748% | |
| 5/6/2025 | Cetera Investment Advisers | 355,399 | $16.17M | 0.0% | +14.2% | 1.858% | |
| 5/6/2025 | AE Wealth Management LLC | 20,903 | $951K | 0.0% | -44.8% | 0.109% | |
| 5/6/2025 | Ignite Planners LLC | 82,872 | $3.78M | 0.7% | -12.8% | 0.433% | |
| 5/5/2025 | Csenge Advisory Group | 7,137 | $311K | 0.0% | -36.4% | 0.037% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 125,862 | $5.73M | 1.2% | -14.3% | 0.658% | |
| 5/2/2025 | Apollon Wealth Management LLC | 30,807 | $1.40M | 0.0% | -3.3% | 0.161% | |
| 5/1/2025 | CWM LLC | 363,440 | $16.53M | 0.1% | -2.9% | 1.900% | |
| 5/1/2025 | Stephens Inc. AR | 52,076 | $2.37M | 0.0% | -1.6% | 0.272% | |
| 4/30/2025 | Brown Advisory Inc. | 5,000 | $227K | 0.0% | N/A | 0.026% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 23,543 | $1.07M | 0.3% | -7.2% | 0.123% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 486,005 | $22.11M | 0.0% | +11.3% | 2.541% | |
| 4/29/2025 | Strategic Blueprint LLC | 22,453 | $1.02M | 0.1% | +25.1% | 0.117% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 10,162 | $463K | 0.4% | -2.2% | 0.053% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 5,333 | $243K | 0.0% | -52.1% | 0.028% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 36,643 | $1.69M | 0.1% | -3.2% | 0.188% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 17,659 | $803K | 0.4% | -69.6% | 0.090% | |
| 4/24/2025 | Cambridge Advisors Inc. | 8,100 | $368K | 0.1% | -17.3% | 0.041% | |
| 4/24/2025 | Holistic Planning LLC | 18,999 | $864K | 0.3% | N/A | 0.097% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 93,686 | $4.26M | 0.0% | -4.0% | 0.480% | |
| 4/22/2025 | World Equity Group Inc. | 10,760 | $489K | 0.1% | +23.9% | 0.055% | |
| 4/21/2025 | ORG Partners LLC | 2,500 | $114K | 0.0% | N/A | 0.013% | |
| 4/21/2025 | Clear Point Advisors Inc. | 7,350 | $334K | 0.3% | -22.3% | 0.038% | |
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| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,697 | $214K | 0.0% | -70.5% | 0.024% | |
| 4/21/2025 | LifeWealth Investments LLC | 13,438 | $611K | 0.2% | +55.2% | 0.069% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 15,358 | $700K | 0.0% | -20.7% | 0.079% | |
| 4/17/2025 | Sowell Financial Services LLC | 11,064 | $503K | 0.0% | +7.6% | 0.057% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 20,879 | $950K | 0.0% | -10.0% | 0.107% | |
| 4/17/2025 | Keystone Wealth Services LLC | 46,451 | $2.11M | 0.6% | -21.3% | 0.238% | |
| 4/16/2025 | Marshall Financial Group LLC | 5,964 | $271K | 0.1% | -5.6% | 0.031% | |
| 4/15/2025 | Integrated Advisors Network LLC | 20,720 | $942K | 0.0% | +3.8% | 0.106% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 192,474 | $8.76M | 0.2% | -13.3% | 0.986% | |
| 4/14/2025 | Farther Finance Advisors LLC | 20,298 | $925K | 0.0% | +4,102.5% | 0.104% | |
| 4/14/2025 | McCarthy & Cox | 23,340 | $1.06M | 0.5% | -93.1% | 0.120% | |
| 4/14/2025 | Park Avenue Securities LLC | 4,575 | $208K | 0.0% | N/A | 0.023% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 18,120 | $824K | 0.1% | -15.4% | 0.093% | |
| 4/10/2025 | Beacon Financial Group | 31,179 | $1.42M | 0.2% | -12.2% | 0.160% | |
| 4/10/2025 | Accel Wealth Management | 33,782 | $1.54M | 0.6% | -3.2% | 0.173% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 40,515 | $1.84M | 0.1% | -2.3% | 0.207% | |
| 4/9/2025 | NBC Securities Inc. | 9,213 | $419K | 0.0% | +92,030.0% | 0.047% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 560 | $26K | 0.0% | N/A | 0.003% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,776 | $315K | 0.0% | N/A | 0.035% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 25,369 | $1.18M | 0.4% | N/A | 0.132% | |
| 2/28/2025 | Park Square Financial Group LLC | 544 | $25K | 0.0% | N/A | 0.004% | |
| 2/27/2025 | REAP Financial Group LLC | 117,245 | $5.46M | 1.4% | +1.5% | 0.837% | |
| 2/26/2025 | LifeWealth Investments LLC | 8,658 | $403K | 0.3% | N/A | 0.062% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 4,725 | $220K | 0.1% | N/A | 0.034% | |
| 2/25/2025 | Armis Advisers LLC | 125,392 | $5.84M | 0.7% | N/A | 0.896% | |
| 2/25/2025 | Integrated Advisors Network LLC | 19,963 | $929K | 0.0% | -1.5% | 0.143% | |
| 2/18/2025 | Sunbelt Securities Inc. | 14,652 | $684K | 0.1% | -5.3% | 0.105% | |
| 2/18/2025 | First Heartland Consultants Inc. | 40,422 | $1.88M | 0.2% | +2.9% | 0.289% | |
| 2/17/2025 | Wolverine Trading LLC | 8,423 | $393K | 0.0% | N/A | 0.060% | |
| 2/17/2025 | EPG Wealth Management LLC | 3,800 | $177K | 0.0% | -20.8% | 0.027% | |
| 2/17/2025 | CoreCap Advisors LLC | 11,370 | $529K | 0.0% | +13.1% | 0.081% | |
| 2/17/2025 | Cetera Investment Advisers | 311,315 | $14.49M | 0.0% | -30.7% | 2.224% | |
| 2/17/2025 | Citadel Advisors LLC | 19,815 | $922K | 0.0% | +36.4% | 0.142% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 600 | $28K | 0.0% | -40.0% | 0.004% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 13,247 | $617K | 0.0% | +7.1% | 0.095% | |
| 2/14/2025 | Topsail Wealth Management LLC | 4,820 | $224K | 0.0% | N/A | 0.034% | |
| 2/14/2025 | MML Investors Services LLC | 34,515 | $1.61M | 0.0% | +5.1% | 0.247% | |
| 2/14/2025 | GeoWealth Management LLC | 1,234 | $57K | 0.0% | -78.0% | 0.009% | |
| 2/13/2025 | NewEdge Advisors LLC | 35,850 | $1.67M | 0.0% | -9.8% | 0.256% | |
| 2/13/2025 | Regal Investment Advisors LLC | 124,945 | $5.82M | 0.4% | -15.0% | 0.892% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 7,915 | $368K | 0.1% | +42.7% | 0.057% | |
| 2/13/2025 | CreativeOne Wealth LLC | 156,572 | $7.29M | 0.2% | -16.1% | 1.118% | |
| 2/13/2025 | Mariner LLC | 12,865 | $599K | 0.0% | -4.7% | 0.092% | |
| 2/13/2025 | Barclays PLC | 2,679 | $125K | 0.0% | -38.9% | 0.019% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 60,134 | $2.80M | 0.0% | -13.6% | 0.430% | |
| 2/13/2025 | Integrity Financial Corp WA | 25,028 | $1.17M | 0.7% | +21.3% | 0.179% | |
| 2/13/2025 | Raymond James Financial Inc. | 346,126 | $16.11M | 0.0% | N/A | 2.472% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 436,563 | $20.32M | 0.0% | +9.5% | 3.118% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 12,908 | $601K | 0.0% | +2.0% | 0.092% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,613 | $122K | 0.0% | -65.3% | 0.019% | |
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| 2/11/2025 | Modern Wealth Management LLC | 23,898 | $1.14M | 0.0% | N/A | 0.171% | |
| 2/11/2025 | LPL Financial LLC | 83,183 | $3.87M | 0.0% | +4.3% | 0.594% | |
| 2/10/2025 | Arbor Capital Management Inc. ADV | 10,395 | $492K | 0.5% | -4.1% | 0.074% | |
| 2/10/2025 | IMG Wealth Management Inc. | 10,004 | $466K | 0.4% | N/A | 0.071% | |
| 2/10/2025 | Harbour Investments Inc. | 10,318 | $480K | 0.0% | -15.6% | 0.074% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,900 | $740K | 0.0% | +7.8% | 0.114% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 25,652 | $1.19M | 0.4% | -5.8% | 0.183% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 149,117 | $6.94M | 0.0% | -6.1% | 1.065% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,561 | $678K | 0.0% | -30.3% | 0.104% | |
| 2/7/2025 | HighTower Advisors LLC | 8,177 | $381K | 0.0% | -2.7% | 0.058% | |
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