| 4/29/2025 | YANKCOM Partnership | 12,619 | $206K | 0.1% | +42.0% | 0.022% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 333,645 | $5.44M | 0.0% | +40.3% | 0.576% | |
| 4/29/2025 | Novare Capital Management LLC | 143,531 | $2.34M | 0.2% | +3.2% | 0.248% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,675 | $59K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Straight Path Wealth Management | 133,455 | $2.18M | 0.9% | +25.1% | 0.230% | |
| 4/28/2025 | Clark Asset Management LLC | 381,287 | $6.22M | 1.0% | +19.6% | 0.659% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 85,491 | $1.39M | 0.3% | +23.7% | 0.148% | |
| 4/28/2025 | Vishria Bird Financial Group LLC | 285,766 | $4.66M | 1.6% | -1.6% | 0.494% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 88,671 | $1.45M | 0.9% | +138.0% | 0.153% | |
| 4/24/2025 | Legacy CG LLC | 158,363 | $2.58M | 0.8% | -1.1% | 0.274% | |
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| 4/23/2025 | G2 Capital Management LLC OH | 85,090 | $1.39M | 0.4% | +1.2% | 0.147% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 105,240 | $1.72M | 0.2% | -8.9% | 0.182% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,092 | $1.14M | 0.0% | +73.5% | 0.121% | |
| 4/22/2025 | Marietta Wealth Management LLC | 383,631 | $6.26M | 0.9% | +4.1% | 0.663% | |
| 4/21/2025 | Avior Wealth Management LLC | 2,439,184 | $39.78M | 1.5% | +22.0% | 4.213% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 49,291 | $804K | 0.3% | N/A | 0.085% | |
| 4/17/2025 | AA Financial Advisors LLC | 462,376 | $7.54M | 1.8% | +20.8% | 0.799% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 529,363 | $8.63M | 0.0% | +113.2% | 0.914% | |
| 4/17/2025 | Hengehold Capital Management LLC | 1,036,161 | $16.90M | 1.6% | +15.1% | 1.790% | |
| 4/16/2025 | Everpar Advisors LLC | 17,036 | $278K | 0.1% | +31.3% | 0.029% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 149,522 | $2.44M | 0.0% | +16.1% | 0.258% | |
| 4/16/2025 | Sterling Financial Group Inc. | 24,677 | $402K | 0.1% | -2.8% | 0.043% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 23,385 | $381K | 0.1% | +3.3% | 0.040% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 25,355 | $414K | 0.1% | N/A | 0.044% | |
| 4/14/2025 | Capital Investment Advisors LLC | 17,483 | $285K | 0.0% | +5.2% | 0.030% | |
| 4/14/2025 | BCS Wealth Management | 269,209 | $4.39M | 1.1% | +6.5% | 0.465% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 74,428 | $1.21M | 0.4% | +6.8% | 0.127% | |
| 4/10/2025 | Horizons Wealth Management | 75,418 | $1.23M | 0.9% | +2.5% | 0.129% | |
| 4/8/2025 | Waycross Investment Management Co | 403,062 | $6.57M | 7.4% | -1.3% | 0.689% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 128,769 | $2.07M | 0.0% | +11.4% | 0.243% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 103,824 | $1.67M | 1.7% | N/A | 0.196% | |
| 2/17/2025 | Waverly Advisors LLC | 19,415 | $312K | 0.0% | +9.0% | 0.037% | |
| 2/17/2025 | Ellevest Inc. | 91,155 | $1.46M | 0.1% | +7.4% | 0.172% | |
| 2/17/2025 | EP Wealth Advisors LLC | 6,233 | $100K | 0.0% | N/A | 0.012% | |
| 2/17/2025 | Colonial Trust Co SC | 58,719 | $942K | 0.1% | +24.0% | 0.111% | |
| 2/17/2025 | Cetera Investment Advisers | 56,326 | $904K | 0.0% | +404.7% | 0.106% | |
| 2/17/2025 | Captrust Financial Advisors | 43,547 | $699K | 0.0% | +19.7% | 0.082% | |
| 2/17/2025 | Citadel Advisors LLC | 365,397 | $5.87M | 0.0% | +209.6% | 0.690% | |
| 2/17/2025 | Bank of America Corp DE | 687,676 | $11.04M | 0.0% | -5.8% | 1.299% | |
| 2/17/2025 | Ameriprise Financial Inc. | 98,530 | $1.58M | 0.0% | +44.8% | 0.186% | |
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| 2/17/2025 | Aptus Capital Advisors LLC | 6,749,178 | $108.32M | 1.1% | +176.8% | 12.746% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 13,440 | $216K | 0.0% | N/A | 0.025% | |
| 2/14/2025 | Jane Street Group LLC | 36,068 | $579K | 0.0% | N/A | 0.068% | |
| 2/14/2025 | Comerica Bank | 5,302 | $85K | 0.0% | -84.1% | 0.010% | |
| 2/14/2025 | Susquehanna International Group LLP | 160,596 | $2.58M | 0.0% | +314.0% | 0.303% | |
| 2/14/2025 | Stifel Financial Corp | 81,908 | $1.32M | 0.0% | +48.5% | 0.155% | |
| 2/14/2025 | MML Investors Services LLC | 182,314 | $2.93M | 0.0% | +204.2% | 0.344% | |
| 2/14/2025 | Freedom Investment Management Inc. | 27,698 | $445K | 0.0% | N/A | 0.052% | |
| 2/13/2025 | NewEdge Advisors LLC | 60,599 | $973K | 0.0% | N/A | 0.114% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 50,083 | $804K | 0.0% | N/A | 0.095% | |
| 2/13/2025 | Colonial Trust Advisors | 54,799 | $880K | 0.1% | +61.7% | 0.103% | |
| 2/13/2025 | Invesco Ltd. | 1,319,723 | $21.18M | 0.0% | +95.6% | 2.492% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 237,871 | $3.82M | 0.0% | +150.7% | 0.449% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,648,304 | $26.46M | 0.0% | +8.7% | 3.113% | |
| 2/12/2025 | Goepper Burkhardt LLC | 97,700 | $1.57M | 0.6% | +131.0% | 0.185% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,041 | $33K | 0.0% | N/A | 0.004% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 1,308,924 | $20.98M | 1.1% | -2.0% | 2.472% | |
| 2/11/2025 | FCA Corp TX | 43,322 | $695K | 0.2% | +6.6% | 0.082% | |
| 2/11/2025 | LPL Financial LLC | 1,599,385 | $25.67M | 0.0% | +11.6% | 3.021% | |
| 2/11/2025 | HUB Investment Partners LLC | 77,646 | $1.25M | 0.1% | +10.6% | 0.147% | |
| 2/10/2025 | Harbour Investments Inc. | 7,528 | $121K | 0.0% | +4,407.8% | 0.014% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 88,276 | $1.42M | 0.0% | +12.1% | 0.167% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 38,267 | $614K | 0.0% | +256.1% | 0.072% | |
| 2/7/2025 | Davis R M Inc. | 55,092 | $884K | 0.0% | +40.2% | 0.104% | |
| 2/7/2025 | Independent Advisor Alliance | 33,449 | $537K | 0.0% | N/A | 0.063% | |
| 2/7/2025 | G2 Capital Management LLC OH | 84,112 | $1.35M | 0.4% | +1.2% | 0.159% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 29,797 | $478K | 0.4% | N/A | 0.056% | |
| 2/7/2025 | Atlantic Union Bankshares Corp | 1,054,696 | $16.93M | 1.0% | +8.3% | 1.992% | |
| 2/6/2025 | Opulen Financial Group LLC | 120,351 | $1.93M | 1.8% | N/A | 0.227% | |
| 2/6/2025 | Straight Path Wealth Management | 106,686 | $1.71M | 0.7% | +161.0% | 0.201% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,447,373 | $55.33M | 0.0% | N/A | 6.511% | |
| 2/6/2025 | Atria Investments Inc | 302,504 | $4.86M | 0.1% | +9.2% | 0.571% | |
| 2/6/2025 | Cookson Peirce & Co. Inc. | 603,493 | $9.69M | 0.4% | +4.4% | 1.140% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 790,997 | $12.70M | 0.1% | -7.0% | 1.494% | |
| 2/6/2025 | Jones Financial Companies Lllp | 120,600 | $1.94M | 0.0% | +131.2% | 0.228% | |
| 2/5/2025 | Hanover Advisors Inc. | 15,102 | $242K | 0.1% | N/A | 0.029% | |
| 2/4/2025 | Exchange Capital Management Inc. | 195,360 | $3.14M | 0.5% | -1.7% | 0.371% | |
| 2/4/2025 | Addison Advisors LLC | 265,857 | $4.27M | 1.2% | +9.5% | 0.505% | |
| 2/4/2025 | Quartz Partners LLC | 33,951 | $545K | 0.3% | +13.6% | 0.064% | |
| 2/4/2025 | World Equity Group Inc. | 15,680 | $252K | 0.1% | N/A | 0.030% | |
| 2/4/2025 | MONECO Advisors LLC | 444,923 | $7.14M | 0.8% | +142.0% | 0.845% | |
| 1/31/2025 | Truist Financial Corp | 32,003 | $514K | 0.0% | +46.6% | 0.061% | |
| 1/31/2025 | Sanctuary Advisors LLC | 406,107 | $6.56M | 0.0% | +26.5% | 0.774% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 69,093 | $1.11M | 0.0% | +139.2% | 0.132% | |
| 1/29/2025 | Sawgrass Asset Management LLC | 115,555 | $1.86M | 0.2% | +13.8% | 0.220% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 5,301 | $85K | 0.1% | N/A | 0.010% | |
| 1/28/2025 | Stephens Inc. AR | 145,693 | $2.34M | 0.0% | +51.3% | 0.278% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 767,172 | $12.31M | 0.0% | +2,555.4% | 1.474% | |
| 1/27/2025 | Legacy CG LLC | 160,110 | $2.57M | 0.8% | N/A | 0.308% | |
| 1/27/2025 | YANKCOM Partnership | 8,885 | $143K | 0.1% | N/A | 0.017% | |
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| 1/24/2025 | Independence Bank of Kentucky | 65,614 | $1.05M | 0.2% | +9.8% | 0.128% | |
| 1/24/2025 | Marietta Wealth Management LLC | 368,460 | $5.91M | 0.8% | +3.3% | 0.720% | |
| 1/23/2025 | AA Financial Advisors LLC | 382,800 | $6.14M | 1.6% | +21.2% | 0.748% | |
| 1/23/2025 | Allen Capital Group LLC | 22,616 | $363K | 0.0% | +50.2% | 0.044% | |
| 1/23/2025 | Asset Dedication LLC | 266,873 | $4.28M | 0.3% | +43.7% | 0.522% | |
| 1/23/2025 | Capital Investment Counsel LLC | 1,217,286 | $19.54M | 3.3% | +51.1% | 2.380% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 157,660 | $2.53M | 0.1% | N/A | 0.308% | |
| 1/21/2025 | Novare Capital Management LLC | 139,084 | $2.23M | 0.2% | +10.6% | 0.272% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 15,806 | $254K | 0.0% | +49.7% | 0.031% | |
| 1/21/2025 | Vishria Bird Financial Group LLC | 290,453 | $4.66M | 1.6% | -1.1% | 0.568% | |
