| 10/22/2025 | Ironwood Financial llc | 377,687 | $8.59M | 1.5% | +5.6% | 1.354% | |
| 10/22/2025 | CoreCap Advisors LLC | 3,690 | $84K | 0.0% | +61.1% | 0.013% | |
| 10/22/2025 | Hennion & Walsh Asset Management Inc. | 73,979 | $1.68M | 0.1% | -19.3% | 0.265% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 259,260 | $5.90M | 0.0% | +8.7% | 0.929% | |
| 10/20/2025 | GPM Growth Investors Inc. | 120,224 | $2.73M | 1.1% | -1.8% | 0.431% | |
| 10/20/2025 | Accurate Wealth Management LLC | 14,948 | $339K | 0.0% | N/A | 0.054% | |
| 10/20/2025 | Segment Wealth Management LLC | 65,270 | $1.48M | 0.1% | -1.4% | 0.234% | |
| 10/16/2025 | Carnegie Investment Counsel | 33,300 | $757K | 0.0% | +31.1% | 0.122% | |
| 10/16/2025 | CRA Financial Services LLC | 10,091 | $229K | 0.0% | N/A | 0.037% | |
| 10/16/2025 | Quad Cities Investment Group LLC | 19,005 | $432K | 0.2% | +2.7% | 0.070% | |
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| 10/15/2025 | CWM LLC | 94,859 | $2.16M | 0.0% | +1.4% | 0.347% | |
| 10/15/2025 | Brookstone Capital Management | 36,621 | $833K | 0.0% | +18.2% | 0.134% | |
| 10/15/2025 | Net Worth Advisory Group | 15,742 | $358K | 0.1% | -11.4% | 0.058% | |
| 10/15/2025 | Sound Stewardship LLC | 53,218 | $1.21M | 0.6% | +3.9% | 0.195% | |
| 10/14/2025 | Farther Finance Advisors LLC | 13,842 | $315K | 0.0% | +69.7% | 0.051% | |
| 10/14/2025 | S.E.E.D. Planning Group LLC | 80,845 | $1.84M | 0.5% | +4.3% | 0.296% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 14,573 | $331K | 0.0% | +39.6% | 0.054% | |
| 10/7/2025 | Mirador Capital Partners LP | 1,347,468 | $30.64M | 4.3% | N/A | 4.972% | |
| 10/6/2025 | Collective Family Office LLC | 215,386 | $4.90M | 1.2% | +6.4% | 0.795% | |
| 10/3/2025 | Horizons Wealth Management | 84,228 | $1.92M | 1.3% | +531.4% | 0.311% | |
| 9/4/2025 | Osaic Holdings Inc. | 231,495 | $5.26M | 0.0% | +93.7% | 0.953% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 68,904 | $1.56M | 0.0% | +4.3% | 0.284% | |
| 8/19/2025 | Anchor Investment Management LLC | 11,290 | $256K | 0.0% | +775.2% | 0.046% | |
| 8/19/2025 | Asset Dedication LLC | 1,991 | $45K | 0.0% | N/A | 0.008% | |
| 8/18/2025 | Tyler Stone Wealth Management | 139,167 | $3.16M | 0.5% | +11.9% | 0.573% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 19,635 | $446K | 0.0% | +9.0% | 0.081% | |
| 8/15/2025 | Captrust Financial Advisors | 345,881 | $7.85M | 0.0% | -25.4% | 1.423% | |
| 8/15/2025 | WFA of San Diego LLC | 4,378 | $99K | 0.1% | N/A | 0.018% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 68,904 | $1.56M | 0.0% | +4.3% | 0.284% | |
| 8/15/2025 | Modern Wealth Management LLC | 223,347 | $5.07M | 0.1% | N/A | 0.919% | |
| 8/15/2025 | Bank of America Corp DE | 137,062 | $3.11M | 0.0% | +10.9% | 0.564% | |
| 8/15/2025 | Ameriprise Financial Inc. | 153,108 | $3.48M | 0.0% | +8.8% | 0.630% | |
| 8/14/2025 | Raymond James Financial Inc. | 664,240 | $15.08M | 0.0% | +8.5% | 2.733% | |
| 8/14/2025 | HUB Investment Partners LLC | 85,148 | $1.93M | 0.1% | +2.2% | 0.350% | |
| 8/14/2025 | NewEdge Advisors LLC | 61,562 | $1.40M | 0.0% | -4.5% | 0.253% | |
| 8/13/2025 | Invesco Ltd. | 133,930 | $3.04M | 0.0% | +28.9% | 0.551% | |
| 8/13/2025 | VestGen Advisors LLC | 22,881 | $520K | 0.0% | +49.1% | 0.094% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 20,537 | $466K | 0.3% | -27.8% | 0.085% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 28,113 | $638K | 0.0% | +14,853.7% | 0.116% | |
| 8/12/2025 | Kaye Capital Management | 223,347 | $5.07M | 2.0% | +156.4% | 0.919% | |
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| 8/12/2025 | NFP Retirement Inc. | 21,628 | $491K | 0.0% | +20.0% | 0.089% | |
| 8/8/2025 | Cetera Investment Advisers | 759,061 | $17.23M | 0.0% | +2.1% | 3.124% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 60,898 | $1.38M | 0.0% | +390.7% | 0.251% | |
| 8/8/2025 | Intrua Financial LLC | 289,685 | $6.58M | 0.9% | +5.8% | 1.192% | |
| 8/8/2025 | IMA Advisory Services Inc. | 2,753 | $63K | 0.0% | -43.8% | 0.011% | |
| 8/7/2025 | SFE Investment Counsel | 334,525 | $7.60M | 1.3% | +1.0% | 1.377% | |
| 8/6/2025 | Prospera Financial Services Inc | 140,069 | $3.18M | 0.1% | +2.1% | 0.576% | |
| 8/6/2025 | Rovin Capital UT ADV | 283,528 | $6.44M | 2.0% | +2.7% | 1.167% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 20,413 | $463K | 0.1% | +2.4% | 0.084% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 10,984 | $249K | 0.0% | +10.0% | 0.045% | |
| 8/5/2025 | Key Financial Inc | 29,374 | $667K | 0.1% | +14.6% | 0.121% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 61,125 | $1.39M | 0.9% | +445.8% | 0.252% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 109,801 | $2.49M | 2.1% | N/A | 0.452% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 17,213 | $391K | 0.0% | +3.8% | 0.071% | |
| 8/1/2025 | GPM Growth Investors Inc. | 122,451 | $2.78M | 1.1% | +7.9% | 0.517% | |
| 8/1/2025 | Advisory Alpha LLC | 335,165 | $7.61M | 0.2% | +15.6% | 1.414% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 15,158 | $344K | 0.0% | -7.7% | 0.064% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 457,030 | $10.38M | 0.4% | +244.8% | 1.928% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 331,309 | $7.52M | 0.0% | +1.2% | 1.398% | |
| 7/31/2025 | Topsail Wealth Management LLC | 18,746 | $426K | 0.1% | +13.6% | 0.079% | |
| 7/31/2025 | Insight Wealth Partners LLC | 14,073 | $320K | 0.1% | +6.9% | 0.059% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 53,392 | $1.21M | 0.5% | +135.2% | 0.225% | |
| 7/31/2025 | Carnegie Investment Counsel | 25,400 | $577K | 0.0% | +9.7% | 0.107% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 31,997 | $726K | 0.6% | +64.3% | 0.135% | |
| 7/30/2025 | Brookstone Capital Management | 30,974 | $703K | 0.0% | -11.3% | 0.131% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 5,191 | $118K | 0.0% | N/A | 0.022% | |
| 7/29/2025 | Stephens Inc. AR | 18,460 | $419K | 0.0% | -19.4% | 0.078% | |
| 7/29/2025 | Alaska Wealth Advisors | 8,898 | $202K | 0.0% | N/A | 0.038% | |
| 7/29/2025 | BXM Wealth LLC | 15,571 | $354K | 0.4% | N/A | 0.066% | |
| 7/28/2025 | RFG Advisory LLC | 9,000 | $204K | 0.0% | -5.5% | 0.038% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 31,390 | $711K | 0.2% | -23.4% | 0.134% | |
| 7/25/2025 | MGO One Seven LLC | 14,050 | $319K | 0.0% | -27.2% | 0.060% | |
| 7/25/2025 | CWM LLC | 93,553 | $2.12M | 0.0% | +68.4% | 0.400% | |
| 7/24/2025 | Leo Wealth LLC | 23,216 | $527K | 0.0% | N/A | 0.099% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 1,381 | $31K | 0.0% | N/A | 0.006% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 20,066 | $456K | 0.2% | -3.3% | 0.088% | |
| 7/21/2025 | Segment Wealth Management LLC | 66,170 | $1.50M | 0.1% | -1.7% | 0.289% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,718 | $743K | 0.0% | +2.8% | 0.143% | |
| 7/16/2025 | Tassel Capital Management Inc. | 10,470 | $238K | 0.2% | +7.6% | 0.046% | |
| 7/15/2025 | Legacy Financial Group LLC | 67,552 | $1.53M | 0.2% | +2.7% | 0.295% | |
| 7/14/2025 | GAMMA Investing LLC | 9,186 | $209K | 0.0% | -83.6% | 0.040% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 29,442 | $668K | 0.4% | +2.9% | 0.129% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,159 | $185K | 0.0% | N/A | 0.036% | |
| 7/11/2025 | AA Financial Advisors LLC | 25,569 | $581K | 0.1% | +13.0% | 0.112% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 77,524 | $1.76M | 0.6% | +4.0% | 0.345% | |
| 7/7/2025 | Horizons Wealth Management | 13,339 | $303K | 0.2% | +70.5% | 0.059% | |
| 7/3/2025 | Collective Family Office LLC | 202,448 | $4.60M | 1.2% | N/A | 0.908% | |
| 5/28/2025 | Intrua Financial LLC | 273,911 | $6.14M | 0.9% | N/A | 1.349% | |
| 5/19/2025 | Jane Street Group LLC | 126,309 | $2.83M | 0.0% | +153.2% | 0.622% | |
| 5/19/2025 | Advisory Alpha LLC | 289,911 | $6.50M | 0.2% | +24.8% | 1.428% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 13,502 | $303K | 0.0% | -7.5% | 0.065% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 132,536 | $2.97M | 0.1% | N/A | 0.637% | |
| 5/16/2025 | Jones Financial Companies Lllp | 262,600 | $5.88M | 0.0% | +163.0% | 1.263% | |
| 5/16/2025 | NewEdge Advisors LLC | 64,459 | $1.44M | 0.0% | +9.0% | 0.310% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 52,845 | $1.18M | 0.0% | +38.9% | 0.254% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 73,184 | $1.64M | 0.5% | +5.9% | 0.361% | |
| 5/15/2025 | Royal Bank of Canada | 157,038 | $3.52M | 0.0% | +4.1% | 0.774% | |
| 5/15/2025 | Insight Wealth Partners LLC | 13,168 | $295K | 0.0% | N/A | 0.065% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 28,441 | $637K | 0.5% | N/A | 0.140% | |
| 5/14/2025 | Comerica Bank | 14,839 | $332K | 0.0% | -37.6% | 0.073% | |