| 7/25/2025 | IRON Financial LLC | 18,601 | $647K | 0.3% | +2.1% | 0.167% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 7,146 | $249K | 0.1% | -12.7% | 0.064% | |
| 7/24/2025 | Stiles Financial Services Inc | 20,335 | $708K | 0.2% | +4.6% | 0.183% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 22,368 | $778K | 0.5% | N/A | 0.201% | |
| 7/23/2025 | First Financial Group Corp | 24,551 | $854K | 0.8% | +9.3% | 0.221% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 175,639 | $6.11M | 0.4% | +0.3% | 1.578% | |
| 7/22/2025 | Apexium Financial LP | 324,756 | $11.30M | 0.6% | -5.5% | 2.918% | |
| 7/18/2025 | TPG Advisors LLC | 56,716 | $1.97M | 1.4% | +2.5% | 0.510% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 24,875 | $866K | 0.0% | -19.8% | 0.223% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 14,507 | $505K | 0.1% | -53.6% | 0.130% | |
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| 7/16/2025 | Beaumont Financial Advisors LLC | 31,980 | $1.11M | 0.1% | -3.7% | 0.287% | |
| 7/11/2025 | Farther Finance Advisors LLC | 153,785 | $5.35M | 0.1% | -32.2% | 1.257% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 55,629 | $2.00M | 0.0% | N/A | 0.455% | |
| 7/10/2025 | Financial Management Network Inc. | 561,077 | $20.19M | 3.6% | +1.1% | 4.588% | |
| 7/9/2025 | Fermata Advisors LLC | 8,570 | $298K | 0.1% | N/A | 0.070% | |
| 7/8/2025 | Paladin Wealth LLC | 32,937 | $1.15M | 0.9% | +6.8% | 0.269% | |
| 7/8/2025 | Gradient Investments LLC | 1,236,426 | $43.03M | 0.8% | +2.0% | 10.110% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 19,892 | $692K | 0.3% | -2.6% | 0.163% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 7,230 | $252K | 0.1% | +8.7% | 0.059% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 28,083 | $921K | 0.0% | N/A | 0.230% | |
| 5/22/2025 | Mattson Financial Services LLC | 41,658 | $1.37M | 0.4% | -13.4% | 0.389% | |
| 5/16/2025 | Great Lakes Advisors LLC | 933,735 | $30.62M | 0.3% | N/A | 8.726% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 28,083 | $921K | 0.0% | N/A | 0.262% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 16,999 | $557K | 0.4% | N/A | 0.159% | |
| 5/16/2025 | Ancora Advisors LLC | 11,740 | $385K | 0.0% | +10.9% | 0.110% | |
| 5/15/2025 | Family Office Research LLC | 80,189 | $2.63M | 1.3% | -5.6% | 0.749% | |
| 5/15/2025 | Royal Bank of Canada | 12,360 | $405K | 0.0% | N/A | 0.116% | |
| 5/15/2025 | Calton & Associates Inc. | 8,794 | $288K | 0.1% | N/A | 0.082% | |
| 5/14/2025 | Comerica Bank | 10,953 | $359K | 0.0% | +2,090.6% | 0.102% | |
| 5/14/2025 | Apexium Financial LP | 343,495 | $11.26M | 0.7% | +3.6% | 3.210% | |
| 5/14/2025 | Kestra Advisory Services LLC | 150,570 | $4.94M | 0.0% | +4.5% | 1.407% | |
| 5/13/2025 | Raymond James Financial Inc. | 265,327 | $8.70M | 0.0% | +8.5% | 2.480% | |
| 5/13/2025 | HighTower Advisors LLC | 58,536 | $1.92M | 0.0% | +12.6% | 0.547% | |
| 5/12/2025 | AlphaCore Capital LLC | 14,350 | $471K | 0.0% | N/A | 0.134% | |
| 5/8/2025 | Atlas Wealth LLC | 15,035 | $493K | 0.2% | +32.2% | 0.130% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 268,972 | $8.82M | 0.2% | -2.9% | 2.329% | |
| 5/7/2025 | Creekside Partners | 65,018 | $2.13M | 1.1% | +4.4% | 0.563% | |
| 5/7/2025 | Financial Management Network Inc. | 555,222 | $18.21M | 3.8% | +5.3% | 4.807% | |
| 5/7/2025 | Maridea Wealth Management LLC | 7,421 | $243K | 0.1% | -20.8% | 0.064% | |
| 5/7/2025 | LPL Financial LLC | 1,270,143 | $41.65M | 0.0% | +16.7% | 10.997% | |
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| 5/6/2025 | Cetera Investment Advisers | 89,193 | $2.93M | 0.0% | +6.7% | 0.772% | |
| 5/6/2025 | Principle Wealth Partners LLC | 806,266 | $26.44M | 1.9% | +3.3% | 6.981% | |
| 5/6/2025 | Soundwatch Capital LLC | 7,785 | $255K | 0.1% | -4.9% | 0.067% | |
| 5/5/2025 | IFP Advisors Inc | 6,867 | $225K | 0.0% | +8.8% | 0.059% | |
| 5/5/2025 | Calton & Associates Inc. | 24,901 | $817K | 0.1% | N/A | 0.216% | |
| 5/5/2025 | Private Advisor Group LLC | 7,780 | $255K | 0.0% | -9.8% | 0.067% | |
| 5/2/2025 | Patton Albertson Miller Group LLC | 31,270 | $1.03M | 0.2% | -4.2% | 0.292% | |
| 5/1/2025 | Stephens Inc. AR | 50,004 | $1.64M | 0.0% | +27.3% | 0.433% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 38,638 | $1.27M | 0.5% | +3.8% | 0.335% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 50,622 | $1.66M | 1.7% | +15.7% | 0.438% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 10,651 | $349K | 0.0% | +4.1% | 0.092% | |
| 4/28/2025 | Private Trust Co. NA | 4,039 | $132K | 0.0% | +353.8% | 0.035% | |
| 4/28/2025 | Rovin Capital UT ADV | 13,709 | $450K | 0.1% | N/A | 0.119% | |
| 4/25/2025 | IRON Financial LLC | 18,213 | $597K | 0.3% | -3.4% | 0.158% | |
| 4/24/2025 | TPG Advisors LLC | 55,346 | $1.82M | 1.4% | +16.2% | 0.479% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 8,185 | $268K | 0.1% | -17.2% | 0.071% | |
| 4/24/2025 | Tranquility Partners LLC | 13,400 | $439K | 0.2% | +16.4% | 0.116% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 84,297 | $2.76M | 0.0% | -25.6% | 0.730% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 175,044 | $5.74M | 0.4% | +6.8% | 1.516% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 31,022 | $1.02M | 0.0% | +8.0% | 0.269% | |
| 4/14/2025 | Farther Finance Advisors LLC | 226,920 | $7.46M | 0.2% | -18.3% | 1.787% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 6,650 | $218K | 0.1% | +13.0% | 0.052% | |
| 4/9/2025 | Gradient Investments LLC | 1,212,034 | $39.74M | 0.8% | +8.3% | 9.544% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 20,424 | $670K | 0.3% | +10.9% | 0.161% | |
| 3/10/2025 | Mattson Financial Services LLC | 48,123 | $1.69M | 0.5% | -2.9% | 0.391% | |
| 3/5/2025 | Copley Financial Group Inc. | 15,628 | $539K | 0.4% | +112.6% | 0.127% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 16,416 | $566K | 0.3% | +64.3% | 0.155% | |
| 2/17/2025 | EP Wealth Advisors LLC | 62,950 | $2.17M | 0.0% | -3.7% | 0.594% | |
| 2/17/2025 | Cetera Investment Advisers | 83,567 | $2.88M | 0.0% | +11.1% | 0.788% | |
| 2/17/2025 | Bank of America Corp DE | 748,501 | $25.80M | 0.0% | +7.6% | 7.061% | |
| 2/17/2025 | Ancora Advisors LLC | 10,586 | $365K | 0.0% | -5.8% | 0.100% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 75,151 | $2.59M | 0.0% | +3.8% | 0.709% | |
| 2/14/2025 | Capital Analysts LLC | 9,617 | $331K | 0.0% | +23.0% | 0.091% | |
| 2/14/2025 | IHT Wealth Management LLC | 20,050 | $691K | 0.0% | N/A | 0.189% | |
| 2/14/2025 | Stifel Financial Corp | 49,586 | $1.71M | 0.0% | -2.6% | 0.468% | |
| 2/14/2025 | MML Investors Services LLC | 121,107 | $4.18M | 0.0% | +29.2% | 1.143% | |
| 2/13/2025 | Mariner LLC | 13,732 | $473K | 0.0% | +4.1% | 0.130% | |
| 2/13/2025 | SageView Advisory Group LLC | 6,561 | $226K | 0.0% | N/A | 0.062% | |
| 2/13/2025 | Family Office Research LLC | 84,953 | $2.93M | 1.3% | N/A | 0.801% | |
| 2/13/2025 | First Foundation Advisors | 50,953 | $1.76M | 0.1% | +5.0% | 0.481% | |
| 2/13/2025 | TRUE Private Wealth Advisors | 79,681 | $2.75M | 0.3% | +13.0% | 0.752% | |
| 2/13/2025 | Raymond James Financial Inc. | 244,510 | $8.43M | 0.0% | N/A | 2.307% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 10,010 | $345K | 0.0% | -9.5% | 0.094% | |
| 2/12/2025 | Maridea Wealth Management LLC | 9,373 | $323K | 0.1% | N/A | 0.088% | |
| 2/11/2025 | Woodmont Investment Counsel LLC | 163,937 | $5.65M | 0.4% | +2.8% | 1.547% | |
| 2/11/2025 | LPL Financial LLC | 1,088,476 | $37.52M | 0.0% | +17.1% | 10.269% | |
| 2/11/2025 | Atlas Wealth LLC | 11,374 | $392K | 0.1% | +10.0% | 0.107% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 12,446 | $429K | 0.0% | -7.5% | 0.117% | |
| 2/10/2025 | First Financial Group Corp | 22,266 | $768K | 0.8% | N/A | 0.210% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,244 | $801K | 0.0% | +23.7% | 0.219% | |
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| 2/10/2025 | Farther Finance Advisors LLC | 277,580 | $9.57M | 0.3% | +3,965,328.6% | 2.619% | |
| 2/7/2025 | HighTower Advisors LLC | 52,001 | $1.79M | 0.0% | -9.0% | 0.491% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 16,551 | $571K | 0.4% | N/A | 0.156% | |
| 2/7/2025 | Mesirow Financial Investment Management Inc. | 276,972 | $9.55M | 0.2% | +6.9% | 2.613% | |
| 2/6/2025 | Raymond James Financial Inc. | 244,510 | $8.43M | 0.0% | N/A | 2.307% | |
| 2/6/2025 | M&T Bank Corp | 6,475 | $223K | 0.0% | N/A | 0.061% | |
| 2/6/2025 | Atria Investments Inc | 9,085 | $313K | 0.0% | -5.8% | 0.086% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 49,728 | $1.71M | 0.0% | +15.9% | 0.469% | |
| 2/6/2025 | Jones Financial Companies Lllp | 34,774 | $1.20M | 0.0% | +136.0% | 0.328% | |
| 2/5/2025 | TPG Advisors LLC | 47,625 | $1.64M | 1.3% | +1.6% | 0.449% | |
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