| 7/24/2025 | IFP Advisors Inc | 117,509 | $4.02M | 0.1% | -9.0% | 0.346% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 17,934 | $613K | 0.5% | +57.4% | 0.053% | |
| 7/23/2025 | RiverTree Advisors LLC | 141,617 | $4.84M | 3.3% | -34.1% | 0.418% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 46,920 | $1.60M | 0.5% | -1.5% | 0.138% | |
| 7/22/2025 | Belpointe Asset Management LLC | 49,525 | $1.69M | 0.1% | -29.5% | 0.146% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 21,893 | $749K | 0.3% | +14.8% | 0.065% | |
| 7/21/2025 | Clarity Capital Partners LLC | 9,231 | $316K | 0.1% | -18.8% | 0.027% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,742 | $128K | 0.0% | N/A | 0.011% | |
| 7/18/2025 | Truist Financial Corp | 46,596 | $1.59M | 0.0% | -46.9% | 0.137% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 72,133 | $2.47M | 0.8% | +70.7% | 0.213% | |
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| 7/16/2025 | ORG Partners LLC | 1,000 | $34K | 0.0% | -75.0% | 0.003% | |
| 7/16/2025 | Perigon Wealth Management LLC | 8,012 | $274K | 0.0% | -27.2% | 0.024% | |
| 7/15/2025 | Traction Financial Partners LLC | 25,645 | $877K | 0.6% | N/A | 0.076% | |
| 7/15/2025 | EWG Elevate Inc. | 176,659 | $6.04M | 1.9% | -0.5% | 0.522% | |
| 7/15/2025 | tru Independence LLC | 6,005 | $205K | 0.1% | N/A | 0.018% | |
| 7/15/2025 | Fifth Third Bancorp | 2,185 | $75K | 0.0% | +138.8% | 0.006% | |
| 7/15/2025 | LVZ Inc. | 106,729 | $3.65M | 0.4% | -0.4% | 0.315% | |
| 7/14/2025 | ABLE Financial Group LLC | 44,929 | $1.54M | 0.4% | +135.4% | 0.133% | |
| 7/14/2025 | Iams Wealth Management LLC | 115,100 | $3.94M | 1.8% | +0.7% | 0.340% | |
| 7/14/2025 | Park Avenue Securities LLC | 60,221 | $2.06M | 0.0% | N/A | 0.178% | |
| 7/11/2025 | Farther Finance Advisors LLC | 35,159 | $1.20M | 0.0% | -13.1% | 0.105% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 9,806 | $335K | 0.0% | -9.3% | 0.029% | |
| 7/11/2025 | Kapstone Financial Advisors LLC | 48,827 | $1.67M | 0.8% | -4.0% | 0.145% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 10,570 | $361K | 0.0% | +5.1% | 0.032% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 458,528 | $15.68M | 2.8% | -0.9% | 1.369% | |
| 7/2/2025 | HBW Advisory Services LLC | 20,583 | $704K | 0.1% | +5.1% | 0.062% | |
| 7/1/2025 | Park National Corp OH | 320,732 | $10.97M | 0.4% | -4.5% | 0.962% | |
| 7/1/2025 | Private Client Services LLC | 14,638 | $500K | 0.2% | -6.9% | 0.044% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 33,920 | $1.01M | 0.0% | N/A | 0.108% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 9,741 | $290K | 0.0% | +32.3% | 0.030% | |
| 5/20/2025 | Belpointe Asset Management LLC | 70,225 | $2.09M | 0.1% | -1.9% | 0.217% | |
| 5/20/2025 | Integrity Alliance LLC. | 11,286 | $336K | 0.0% | N/A | 0.035% | |
| 5/19/2025 | Jane Street Group LLC | 36,269 | $1.08M | 0.0% | +249.0% | 0.115% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 94,958 | $2.88M | 0.2% | N/A | 0.301% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 33,920 | $1.01M | 0.0% | N/A | 0.108% | |
| 5/16/2025 | Jones Financial Companies Lllp | 28,840 | $858K | 0.0% | +30,257.9% | 0.091% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 32,284 | $960K | 0.7% | +8.0% | 0.102% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 66,129 | $1.97M | 1.1% | +45.3% | 0.210% | |
| 5/16/2025 | NewEdge Advisors LLC | 192,099 | $5.72M | 0.0% | +21.2% | 0.609% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 497,159 | $14.79M | 0.2% | +26.6% | 1.576% | |
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| 5/15/2025 | Royal Bank of Canada | 404,261 | $12.03M | 0.0% | +108.9% | 1.281% | |
| 5/15/2025 | Betterment LLC | 9,581 | $285K | 0.0% | N/A | 0.030% | |
| 5/15/2025 | Baird Financial Group Inc. | 168,760 | $5.02M | 0.0% | +57.9% | 0.535% | |
| 5/15/2025 | WPG Advisers LLC | 11,088 | $330K | 0.3% | N/A | 0.035% | |
| 5/14/2025 | Synovus Financial Corp | 69,569 | $2.07M | 0.0% | -2.2% | 0.221% | |
| 5/14/2025 | Kestra Advisory Services LLC | 667,135 | $19.85M | 0.1% | -0.3% | 2.115% | |
| 5/14/2025 | Flow Traders U.S. LLC | 31,181 | $928K | 0.0% | N/A | 0.099% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,192,210 | $35.47M | 0.0% | +21.1% | 3.779% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 60,239 | $1.79M | 0.1% | +9.4% | 0.191% | |
| 5/12/2025 | Maia Wealth LLC | 51,980 | $1.50M | 0.3% | -13.7% | 0.165% | |
| 5/12/2025 | Independent Advisor Alliance | 237,615 | $7.07M | 0.2% | N/A | 0.753% | |
| 5/12/2025 | Benjamin Edwards Inc. | 108,189 | $3.22M | 0.0% | -4.7% | 0.343% | |
| 5/9/2025 | West Michigan Advisors LLC | 159,410 | $4.74M | 1.6% | +2.9% | 0.505% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 61,611 | $1.83M | 0.0% | -76.3% | 0.195% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 966,121 | $28.74M | 0.0% | +36.3% | 3.062% | |
| 5/8/2025 | IFG Advisory LLC | 48,144 | $1.43M | 0.1% | -12.3% | 0.153% | |
| 5/8/2025 | Moors & Cabot Inc. | 56,470 | $1.68M | 0.1% | +9.9% | 0.179% | |
| 5/8/2025 | Harbour Investments Inc. | 86,142 | $2.56M | 0.1% | +14.7% | 0.273% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 29,834 | $888K | 0.3% | +106.6% | 0.095% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,374 | $338K | 0.0% | -6.5% | 0.036% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 304,673 | $9.06M | 0.7% | +107.0% | 0.966% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 28,153 | $838K | 0.0% | -33.4% | 0.089% | |
| 5/7/2025 | LPL Financial LLC | 4,364,579 | $129.85M | 0.1% | +14.5% | 13.834% | |
| 5/6/2025 | Assetmark Inc. | 360,244 | $10.72M | 0.0% | -18.8% | 1.142% | |
| 5/6/2025 | Cetera Investment Advisers | 1,128,599 | $33.58M | 0.1% | +19.1% | 3.577% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 171,300 | $5.10M | 0.0% | +6.9% | 0.543% | |
| 5/6/2025 | AE Wealth Management LLC | 174,665 | $5.20M | 0.0% | -10.2% | 0.554% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 16,192 | $482K | 0.2% | N/A | 0.051% | |
| 5/6/2025 | PFG Advisors | 32,716 | $973K | 0.1% | -26.6% | 0.104% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 85,119 | $2.53M | 2.1% | N/A | 0.270% | |
| 5/5/2025 | IFP Advisors Inc | 129,086 | $3.84M | 0.1% | +14.6% | 0.409% | |
| 5/5/2025 | OneAscent Financial Services LLC | 153,344 | $4.56M | 0.3% | -9.1% | 0.486% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 171,291 | $5.10M | 0.1% | -9.9% | 0.543% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 15,666 | $466K | 0.1% | +24.7% | 0.050% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 133,837 | $3.98M | 1.4% | +4.3% | 0.424% | |
| 5/5/2025 | ODonnell Financial Services LLC | 486,109 | $14.46M | 6.0% | +15.2% | 1.541% | |
| 5/5/2025 | Private Advisor Group LLC | 335,759 | $9.99M | 0.1% | -0.6% | 1.064% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 100,706 | $3.00M | 0.1% | N/A | 0.319% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 70,264 | $2.09M | 2.1% | +15.3% | 0.223% | |
| 5/2/2025 | Apollon Wealth Management LLC | 18,896 | $562K | 0.0% | +57.1% | 0.060% | |
| 5/2/2025 | Sigma Planning Corp | 198,019 | $5.89M | 0.2% | -0.4% | 0.628% | |
| 5/1/2025 | CWM LLC | 1,243,950 | $37.01M | 0.1% | +23.0% | 3.912% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 118,967 | $3.54M | 0.8% | +74.2% | 0.374% | |
| 4/30/2025 | POM Investment Strategies LLC | 228,262 | $6.79M | 7.9% | -7.6% | 0.718% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,860 | $234K | 0.0% | N/A | 0.025% | |
| 4/30/2025 | Synergy Investment Management LLC | 9,310 | $277K | 0.1% | +61.9% | 0.029% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,228,614 | $36.55M | 0.0% | -15.5% | 3.864% | |
| 4/29/2025 | Bank of New York Mellon Corp | 126,063 | $3.75M | 0.0% | -27.3% | 0.396% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 10,806 | $320K | 0.0% | -3.8% | 0.034% | |
| 4/28/2025 | D.A. Davidson & CO. | 307,646 | $9.15M | 0.1% | +881.2% | 0.967% | |
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| 4/28/2025 | Clarity Capital Partners LLC | 11,368 | $338K | 0.1% | +49.8% | 0.036% | |
| 4/28/2025 | Rossby Financial LCC | 2,616 | $78K | 0.0% | N/A | 0.008% | |
| 4/28/2025 | ABLE Financial Group LLC | 19,084 | $568K | 0.2% | +36.9% | 0.060% | |
| 4/25/2025 | Altus Wealth Group LLC | 43,281 | $1.29M | 0.6% | +7.3% | 0.136% | |
| 4/25/2025 | Albion Financial Group UT | 5,735 | $171K | 0.0% | +330.2% | 0.018% | |
| 4/24/2025 | Golden State Wealth Management LLC | 52,408 | $1.56M | 0.2% | +43.9% | 0.164% | |
| 4/23/2025 | KPP Advisory Services LLC | 193,805 | $5.77M | 1.1% | +2.2% | 0.608% | |
| 4/23/2025 | Western Wealth Management LLC | 30,944 | $921K | 0.1% | +22.0% | 0.097% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 22,609 | $673K | 0.1% | -66.4% | 0.071% | |
| 4/23/2025 | Perigon Wealth Management LLC | 11,012 | $328K | 0.0% | -9.4% | 0.035% | |
