| 8/1/2025 | Corrado Advisors LLC | 43,324 | $1.27M | 0.8% | -1.1% | 1.057% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 15,455 | $451K | 0.0% | -7.6% | 0.377% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 67,607 | $1.97M | 1.8% | N/A | 1.649% | |
| 7/29/2025 | ODonnell Financial Services LLC | 49,186 | $1.44M | 0.6% | -5.1% | 1.200% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 15,891 | $464K | 0.0% | -7.5% | 0.388% | |
| 7/29/2025 | Straight Path Wealth Management | 22,951 | $670K | 0.2% | N/A | 0.560% | |
| 7/28/2025 | Cypress Wealth Services LLC | 50,154 | $1.46M | 0.3% | -1.2% | 1.223% | |
| 7/24/2025 | IFP Advisors Inc | 27,069 | $790K | 0.0% | +27.0% | 0.660% | |
| 7/24/2025 | Blair William & Co. IL | 71,177 | $2.08M | 0.0% | -1.0% | 1.736% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 22,369 | $653K | 0.1% | -12.0% | 0.546% | |
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| 7/22/2025 | Berger Financial Group Inc | 72,831 | $2.13M | 0.1% | +0.9% | 1.776% | |
| 7/22/2025 | Diligent Investors LLC | 55,299 | $1.61M | 0.4% | -1.1% | 1.349% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,000 | $29K | 0.0% | N/A | 0.024% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 24,889 | $727K | 0.3% | +3.6% | 0.607% | |
| 7/17/2025 | XML Financial LLC | 151,735 | $4.43M | 0.4% | N/A | 3.701% | |
| 7/16/2025 | PFS Partners LLC | 5,912 | $173K | 0.1% | +352.3% | 0.144% | |
| 7/16/2025 | Crown Wealth Group LLC | 57,344 | $1.67M | 0.6% | +365.6% | 1.399% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 9,142 | $267K | 0.0% | -4.1% | 0.223% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 59,807 | $1.77M | 0.0% | +77.0% | 1.459% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 47,030 | $1.37M | 0.1% | -8.2% | 1.147% | |
| 6/10/2025 | Compass Financial Services Inc | 1,174 | $33K | 0.0% | N/A | 0.029% | |
| 5/22/2025 | Mattson Financial Services LLC | 3,674 | $103K | 0.0% | N/A | 0.091% | |
| 5/20/2025 | Focus Partners Wealth | 29,130 | $815K | 0.0% | -1.5% | 0.719% | |
| 5/19/2025 | SageView Advisory Group LLC | 10,012 | $280K | 0.0% | -31.4% | 0.247% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,210 | $369K | 0.0% | -45.4% | 0.326% | |
| 5/14/2025 | Kestra Advisory Services LLC | 74,766 | $2.09M | 0.0% | -19.5% | 1.846% | |
| 5/14/2025 | Capital Analysts LLC | 22,168 | $620K | 0.0% | +46.5% | 0.547% | |
| 5/14/2025 | Tradition Wealth Management LLC | 18,838 | $527K | 0.0% | -2.7% | 0.465% | |
| 5/14/2025 | M Holdings Securities Inc. | 35,973 | $1.01M | 0.2% | +21.0% | 0.888% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 9,700 | $271K | 0.2% | -8.5% | 0.240% | |
| 5/13/2025 | Compass Advisory Group LLC | 46,084 | $1.29M | 0.4% | -1.7% | 1.138% | |
| 5/13/2025 | HighTower Advisors LLC | 452,868 | $12.67M | 0.0% | -25.0% | 11.182% | |
| 5/12/2025 | Berger Financial Group Inc | 72,161 | $2.02M | 0.1% | -3.7% | 1.782% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 364,596 | $10.20M | 1.3% | N/A | 9.002% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 16,778 | $465K | 0.0% | -5.4% | 0.414% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 12,965 | $363K | 0.3% | +135.0% | 0.320% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,749 | $217K | 0.0% | -22.4% | 0.191% | |
| 5/9/2025 | Gill Capital Partners LLC | 32,416 | $907K | 0.3% | -8.5% | 0.800% | |
| 5/9/2025 | Blair William & Co. IL | 71,887 | $2.01M | 0.0% | -2.2% | 1.775% | |
| 5/6/2025 | Cetera Investment Advisers | 102,343 | $2.86M | 0.0% | +9.1% | 2.527% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 32,596 | $912K | 0.0% | -3.1% | 0.805% | |
| 5/5/2025 | Wealth Alliance LLC | 15,047 | $421K | 0.1% | -12.5% | 0.372% | |
| 5/5/2025 | IFP Advisors Inc | 21,309 | $596K | 0.0% | +4.9% | 0.526% | |
| 5/5/2025 | ODonnell Financial Services LLC | 51,838 | $1.45M | 0.6% | -92.0% | 1.280% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 10,965 | $307K | 0.0% | +15.8% | 0.226% | |
| 4/30/2025 | Allworth Financial LP | 6,535 | $180K | 0.0% | -98.7% | 0.135% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 9,534 | $267K | 0.0% | -6.0% | 0.197% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 31,785 | $889K | 0.3% | -61.3% | 0.655% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 16,723 | $468K | 0.0% | +3.1% | 0.345% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 39,289 | $1.10M | 0.1% | +1,713.1% | 0.810% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 98,915 | $2.77M | 0.4% | +1.6% | 2.039% | |
| 4/25/2025 | Crown Wealth Group LLC | 12,315 | $344K | 0.2% | -41.9% | 0.254% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,542 | $1.39M | 0.0% | -8.9% | 1.021% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 24,032 | $672K | 0.3% | -4.4% | 0.496% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,540 | $211K | 0.0% | +7.1% | 0.155% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 33,789 | $945K | 0.0% | -40.0% | 0.697% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 10,408 | $291K | 0.0% | -16.9% | 0.215% | |
| 4/15/2025 | Chris Bulman Inc | 41,134 | $1.15M | 0.7% | -3.0% | 0.848% | |
| 4/14/2025 | BCS Wealth Management | 7,365 | $206K | 0.1% | -17.0% | 0.152% | |
| 4/10/2025 | Diligent Investors LLC | 55,912 | $1.56M | 0.4% | -17.2% | 1.020% | |
| 4/10/2025 | Cypress Wealth Services LLC | 50,769 | $1.42M | 0.3% | -0.9% | 0.926% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 189,823 | $5.31M | 2.5% | -3.1% | 3.464% | |
| 4/10/2025 | Whipplewood Advisors LLC | 2,064 | $58K | 0.0% | +425.2% | 0.038% | |
| 4/9/2025 | Gradient Investments LLC | 368,120 | $10.30M | 0.2% | +3.3% | 6.718% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 51,230 | $1.43M | 0.1% | -2.3% | 0.935% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,292 | $1.66M | 0.0% | +3.2% | 1.037% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 82,138 | $2.42M | 0.8% | N/A | 1.586% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 10,600 | $312K | 0.2% | N/A | 0.205% | |
| 2/18/2025 | Investment Management Corp VA ADV | 1,896 | $56K | 0.1% | N/A | 0.038% | |
| 2/18/2025 | Sunbelt Securities Inc. | 10,822 | $318K | 0.0% | -4.8% | 0.215% | |
| 2/17/2025 | Cetera Investment Advisers | 93,779 | $2.76M | 0.0% | -1.4% | 1.864% | |
| 2/17/2025 | Citadel Advisors LLC | 6,805 | $200K | 0.0% | N/A | 0.135% | |
| 2/14/2025 | Jane Street Group LLC | 23,619 | $695K | 0.0% | +80.2% | 0.470% | |
| 2/14/2025 | Long Island Wealth Management Inc. | 32,747 | $964K | 0.6% | -7.7% | 0.651% | |
| 2/14/2025 | Berger Financial Group Inc | 74,912 | $2.21M | 0.2% | -11.4% | 1.489% | |
| 2/14/2025 | Tradition Wealth Management LLC | 19,367 | $570K | 0.1% | -2.3% | 0.385% | |
| 2/13/2025 | SageView Advisory Group LLC | 14,602 | $430K | 0.0% | -41.1% | 0.290% | |
| 2/13/2025 | Raymond James Financial Inc. | 59,611 | $1.76M | 0.0% | N/A | 1.185% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 16,219 | $477K | 0.0% | +8.2% | 0.322% | |
| 2/12/2025 | OLD Mission Capital LLC | 24,199 | $712K | 0.0% | N/A | 0.481% | |
| 2/12/2025 | Blair William & Co. IL | 73,482 | $2.16M | 0.0% | -2.2% | 1.461% | |
| 2/12/2025 | JPMorgan Chase & Co. | 854 | $25K | 0.0% | -76.9% | 0.017% | |
| 2/11/2025 | LPL Financial LLC | 31,251 | $920K | 0.0% | -4.1% | 0.621% | |
| 2/11/2025 | M Holdings Securities Inc. | 875 | $26K | 0.0% | -97.1% | 0.017% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 284,978 | $8.39M | 0.0% | -4.2% | 5.666% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 33,630 | $990K | 0.0% | -5.6% | 0.669% | |
| 2/7/2025 | HighTower Advisors LLC | 603,509 | $17.76M | 0.0% | +0.5% | 11.998% | |
| 2/7/2025 | Miller Financial Services LLC | 11,024 | $324K | 0.3% | N/A | 0.219% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 17,473 | $514K | 0.1% | -11.6% | 0.347% | |
| 2/6/2025 | Raymond James Financial Inc. | 59,611 | $1.76M | 0.0% | N/A | 1.185% | |
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| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,164 | $93K | 0.0% | +76.1% | 0.063% | |
| 2/5/2025 | Corrado Advisors LLC | 44,123 | $1.30M | 0.8% | -6.8% | 0.877% | |
| 2/4/2025 | IFP Advisors Inc | 20,309 | $598K | 0.0% | -5.1% | 0.404% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 11,463 | $337K | 0.3% | N/A | 0.228% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 27,219 | $801K | 0.0% | -23.6% | 0.541% | |
| 2/3/2025 | Sigma Planning Corp | 9,081 | $267K | 0.0% | -32.1% | 0.181% | |
| 1/30/2025 | Allworth Financial LP | 492,685 | $14.80M | 0.1% | +156.6% | 9.795% | |
| 1/30/2025 | Principal Securities Inc. | 70,108 | $2.06M | 0.0% | -1.1% | 1.394% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 1,088 | $32K | 0.0% | N/A | 0.022% | |
| 1/27/2025 | Onyx Bridge Wealth Group LLC | 97,382 | $2.87M | 0.4% | -1.0% | 1.936% | |
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