| 5/27/2025 | Advisors Capital Management LLC | 864,663 | $14.35M | 0.2% | +1.9% | 0.933% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 25,216 | $418K | 0.0% | +37.0% | 0.027% | |
| 5/20/2025 | Focus Partners Wealth | 677,205 | $11.24M | 0.0% | +61.8% | 0.731% | |
| 5/19/2025 | Jane Street Group LLC | 355,967 | $5.91M | 0.0% | +3,211.3% | 0.384% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 15,230 | $253K | 0.0% | N/A | 0.016% | |
| 5/16/2025 | Jones Financial Companies Lllp | 202,440 | $3.36M | 0.0% | +85.3% | 0.218% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 47,213 | $783K | 0.6% | N/A | 0.051% | |
| 5/16/2025 | Redwood Financial Network Corp | 14,994 | $249K | 0.2% | +28.3% | 0.016% | |
| 5/16/2025 | NewEdge Advisors LLC | 92,050 | $1.53M | 0.0% | +56.4% | 0.099% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 43,652 | $724K | 0.0% | +73.2% | 0.047% | |
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| 5/16/2025 | AQR Capital Management LLC | 40,708 | $675K | 0.0% | +65.9% | 0.044% | |
| 5/15/2025 | Capital Investment Counsel LLC | 430,796 | $7.15M | 1.2% | +239.8% | 0.465% | |
| 5/15/2025 | Royal Bank of Canada | 1,145,051 | $19.00M | 0.0% | +12.2% | 1.235% | |
| 5/15/2025 | MAI Capital Management | 1,059,281 | $17.57M | 0.1% | +17.7% | 1.143% | |
| 5/15/2025 | Insight Wealth Partners LLC | 14,309 | $237K | 0.0% | N/A | 0.015% | |
| 5/15/2025 | Baird Financial Group Inc. | 788,983 | $13.09M | 0.0% | +1,426.9% | 0.851% | |
| 5/15/2025 | Hanover Advisors Inc. | 40,907 | $679K | 0.3% | +102.5% | 0.044% | |
| 5/14/2025 | Comerica Bank | 46,303 | $768K | 0.0% | +69.4% | 0.050% | |
| 5/14/2025 | Freedom Investment Management Inc. | 13,546 | $225K | 0.0% | -48.6% | 0.015% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 24,800 | $411K | 0.1% | +102.4% | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,045 | $980K | 0.0% | +14.4% | 0.064% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 28,524 | $473K | 0.0% | +16.9% | 0.031% | |
| 5/14/2025 | Compound Planning Inc. | 13,492 | $224K | 0.0% | N/A | 0.015% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 35,992 | $597K | 0.2% | +5.8% | 0.039% | |
| 5/14/2025 | Flow Traders U.S. LLC | 81,875 | $1.36M | 0.1% | -47.5% | 0.088% | |
| 5/14/2025 | Colonial Trust Advisors | 118,106 | $1.96M | 0.2% | +27.5% | 0.127% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 7,453,803 | $123.66M | 1.3% | +12.5% | 8.041% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,487,868 | $74.45M | 0.0% | +17.9% | 4.841% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,344 | $188K | 0.0% | N/A | 0.012% | |
| 5/13/2025 | Redmond Asset Management LLC | 15,238 | $253K | 0.1% | N/A | 0.016% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 590,007 | $9.79M | 0.5% | -1.3% | 0.636% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 167,400 | $2.78M | 3.0% | +1.0% | 0.181% | |
| 5/13/2025 | Tlwm | 1,639,836 | $27.21M | 5.4% | +2.2% | 1.769% | |
| 5/13/2025 | HighTower Advisors LLC | 24,521 | $407K | 0.0% | +5.6% | 0.026% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 37,822 | $627K | 0.1% | +3.9% | 0.041% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 1,939,995 | $32.19M | 1.9% | -6.6% | 2.093% | |
| 5/12/2025 | Invesco Ltd. | 2,707,933 | $44.93M | 0.0% | +1.4% | 2.921% | |
| 5/12/2025 | Morton Community Bank | 15,620 | $259K | 0.1% | N/A | 0.017% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 4,176 | $69K | 0.0% | +17.8% | 0.005% | |
| 5/8/2025 | MONECO Advisors LLC | 968,947 | $16.08M | 1.7% | +45.7% | 1.045% | |
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| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 184,930 | $3.07M | 0.1% | +1.6% | 0.199% | |
| 5/8/2025 | Harbour Investments Inc. | 34,434 | $571K | 0.0% | +63.1% | 0.037% | |
| 5/8/2025 | Davis R M Inc. | 237,638 | $3.94M | 0.1% | +94.2% | 0.256% | |
| 5/8/2025 | Eastern Bank | 120,231 | $2.00M | 0.0% | -64.4% | 0.130% | |
| 5/7/2025 | Paradigm Strategies in Wealth Management LLC | 14,958 | $248K | 0.2% | +22.7% | 0.016% | |
| 5/7/2025 | LPL Financial LLC | 2,167,508 | $35.96M | 0.0% | +1.3% | 2.338% | |
| 5/7/2025 | Private Management Group Inc. | 31,607 | $524K | 0.0% | +19.9% | 0.034% | |
| 5/6/2025 | Cetera Investment Advisers | 54,965 | $912K | 0.0% | +74.2% | 0.059% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 57,711 | $957K | 0.0% | +11.6% | 0.062% | |
| 5/6/2025 | SFE Investment Counsel | 132,326 | $2.20M | 0.4% | +55.0% | 0.143% | |
| 5/6/2025 | Carnegie Investment Counsel | 162,760 | $2.69M | 0.1% | +6.3% | 0.176% | |
| 5/6/2025 | Goepper Burkhardt LLC | 390,150 | $6.47M | 2.6% | +13.2% | 0.421% | |
| 5/6/2025 | IMA Advisory Services Inc. | 1,246,581 | $20.68M | 2.5% | +158.6% | 1.345% | |
| 5/5/2025 | Souders Financial Advisors | 185,652 | $3.08M | 0.4% | N/A | 0.200% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 1,789,939 | $29.70M | 1.8% | +17.5% | 1.931% | |
| 5/5/2025 | Montag A & Associates Inc. | 3,199 | $53K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 45,075 | $748K | 0.0% | N/A | 0.049% | |
| 5/5/2025 | Private Advisor Group LLC | 253,793 | $4.21M | 0.0% | +6.2% | 0.274% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 13,071 | $217K | 0.0% | +6.8% | 0.014% | |
| 5/2/2025 | Opulen Financial Group LLC | 135,498 | $2.25M | 2.0% | +13.2% | 0.147% | |
| 5/2/2025 | Allen Capital Group LLC | 32,539 | $540K | 0.1% | +32.3% | 0.035% | |
| 5/2/2025 | Larson Financial Group LLC | 19,621 | $326K | 0.0% | +303.4% | 0.021% | |
| 5/2/2025 | Kaye Capital Management | 329,415 | $5.47M | 2.2% | +1,722.6% | 0.358% | |
| 5/1/2025 | Key Financial Inc | 5,810 | $96K | 0.0% | +29.7% | 0.006% | |
| 5/1/2025 | Asset Dedication LLC | 443,325 | $7.36M | 0.6% | +7.7% | 0.481% | |
| 5/1/2025 | CWM LLC | 803,693 | $13.33M | 0.1% | +2.8% | 0.873% | |
| 5/1/2025 | Stephens Inc. AR | 186,949 | $3.10M | 0.0% | +23.2% | 0.203% | |
| 5/1/2025 | Country Club Bank | 261,887 | $4.35M | 0.3% | -1.2% | 0.284% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,207 | $186K | 0.0% | -33.8% | 0.012% | |
| 4/29/2025 | YANKCOM Partnership | 9,800 | $163K | 0.1% | +18.4% | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,536,724 | $25.49M | 0.0% | +16.4% | 1.669% | |
| 4/29/2025 | Novare Capital Management LLC | 172,192 | $2.86M | 0.2% | +5.4% | 0.187% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,606 | $59K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Straight Path Wealth Management | 142,278 | $2.36M | 1.0% | +14.3% | 0.154% | |
| 4/28/2025 | Clark Asset Management LLC | 500,405 | $8.30M | 1.4% | +16.9% | 0.543% | |
| 4/28/2025 | First Horizon Advisors Inc. | 20,812 | $345K | 0.0% | +3.0% | 0.023% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 91,129 | $1.51M | 0.3% | +32.7% | 0.099% | |
| 4/28/2025 | ArborFi Advisors LLC | 65,783 | $1.09M | 1.1% | +7.3% | 0.071% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 124,166 | $2.06M | 1.3% | +53.9% | 0.135% | |
| 4/25/2025 | Hills Bank & Trust Co | 2,012,733 | $33.39M | 2.4% | +18.5% | 2.189% | |
| 4/24/2025 | Legacy CG LLC | 156,689 | $2.60M | 0.8% | -1.3% | 0.173% | |
| 4/23/2025 | G2 Capital Management LLC OH | 89,503 | $1.49M | 0.4% | +1.1% | 0.099% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 94,669 | $1.57M | 0.2% | -12.0% | 0.104% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 493,966 | $8.20M | 0.0% | +6.8% | 0.544% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 30,508 | $506K | 0.3% | -51.4% | 0.034% | |
| 4/22/2025 | Marietta Wealth Management LLC | 379,426 | $6.30M | 0.9% | +3.0% | 0.418% | |
| 4/22/2025 | Segment Wealth Management LLC | 50,270 | $834K | 0.1% | +1.6% | 0.055% | |
| 4/21/2025 | Avior Wealth Management LLC | 30,671 | $509K | 0.0% | +457.7% | 0.034% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 56,396 | $936K | 0.4% | N/A | 0.062% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 588,595 | $9.77M | 0.0% | -19.0% | 0.651% | |
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| 4/17/2025 | Hengehold Capital Management LLC | 1,551,515 | $25.74M | 2.4% | +6.3% | 1.715% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 25,864 | $429K | 0.0% | +15.8% | 0.029% | |
| 4/16/2025 | Dover Advisors LLC | 49,038 | $814K | 0.4% | -5.8% | 0.054% | |
| 4/16/2025 | Everpar Advisors LLC | 19,781 | $328K | 0.2% | +21.6% | 0.022% | |
| 4/16/2025 | CRA Financial Services LLC | 48,960 | $812K | 0.1% | +22.9% | 0.054% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 152,603 | $2.53M | 0.0% | +17.2% | 0.169% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 304,601 | $5.05M | 0.2% | -4.9% | 0.337% | |
| 4/15/2025 | Noble Wealth Management PBC | 4,000 | $66K | 0.0% | -40.1% | 0.004% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 9,779 | $162K | 0.0% | +205.6% | 0.011% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 80,552 | $1.34M | 0.4% | +1.4% | 0.088% | |
