| 8/18/2025 | Tyler Stone Wealth Management | 33,602 | $2.36M | 0.4% | +12.1% | 0.149% | |
| 8/15/2025 | Resources Management Corp CT ADV | 4,357 | $306K | 0.0% | N/A | 0.019% | |
| 8/15/2025 | Equitable Holdings Inc. | 40,273 | $2.83M | 0.0% | -8.6% | 0.179% | |
| 8/15/2025 | Captrust Financial Advisors | 4,064 | $285K | 0.0% | +8.8% | 0.018% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 6,943 | $487K | 0.0% | -16.8% | 0.031% | |
| 8/15/2025 | MML Investors Services LLC | 1,076,371 | $75.50M | 0.2% | +7.6% | 4.784% | |
| 8/14/2025 | Vienna Asset Management LLC | 5,222 | $366K | 0.3% | -91.3% | 0.023% | |
| 8/14/2025 | Jane Street Group LLC | 9,373 | $657K | 0.0% | -68.2% | 0.042% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,958,565 | $137.37M | 0.0% | +9.8% | 8.705% | |
| 8/14/2025 | Balance Wealth LLC | 326,863 | $22.93M | 13.4% | +103.7% | 1.453% | |
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| 8/14/2025 | Cary Street Partners Financial LLC | 49,536 | $3.47M | 0.1% | +1.8% | 0.220% | |
| 8/13/2025 | Capital Advisors Wealth Management LLC | 9,292 | $652K | 0.1% | +6.9% | 0.041% | |
| 8/13/2025 | Level Four Advisory Services LLC | 169,821 | $11.91M | 0.4% | -1.2% | 0.755% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 69,335 | $4.86M | 0.0% | -16.4% | 0.308% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 15,764 | $1.11M | 0.0% | +286.3% | 0.070% | |
| 8/12/2025 | Cozad Asset Management Inc. | 137,753 | $9.66M | 0.8% | +1.1% | 0.612% | |
| 8/12/2025 | JPMorgan Chase & Co. | 69,703 | $4.89M | 0.0% | +33.1% | 0.310% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 57,043 | $4.00M | 0.1% | +11.8% | 0.254% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 236,329 | $16.58M | 0.1% | +5.2% | 1.050% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 39,719 | $2.79M | 0.2% | -21.0% | 0.177% | |
| 8/8/2025 | Cetera Investment Advisers | 334,092 | $23.43M | 0.0% | +22.7% | 1.485% | |
| 8/8/2025 | Good Life Advisors LLC | 34,844 | $2.44M | 0.2% | -26.9% | 0.155% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 44,743 | $3.14M | 0.1% | +14.9% | 0.199% | |
| 8/5/2025 | 5T Wealth LLC | 8,959 | $628K | 0.3% | N/A | 0.040% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 6,490 | $455K | 0.1% | +54.5% | 0.029% | |
| 8/1/2025 | Advisory Alpha LLC | 4,553 | $319K | 0.0% | +21.8% | 0.020% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 291,588 | $20.45M | 0.0% | -22.9% | 1.299% | |
| 7/30/2025 | Castle Wealth Management LLC | 74,549 | $5.23M | 1.9% | +3.8% | 0.332% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 11,352 | $796K | 0.3% | +4.7% | 0.051% | |
| 7/30/2025 | D.A. Davidson & CO. | 71,651 | $5.03M | 0.0% | +38.3% | 0.319% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 314,949 | $22.09M | 0.3% | +3.2% | 1.404% | |
| 7/28/2025 | Harbour Investments Inc. | 4,021 | $282K | 0.0% | -13.1% | 0.018% | |
| 7/25/2025 | SPC Financial Inc. | 127,614 | $8.95M | 0.7% | +6.2% | 0.569% | |
| 7/25/2025 | CWM LLC | 3,132 | $220K | 0.0% | -20.0% | 0.014% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 4,596 | $322K | 0.0% | -42.4% | 0.021% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,136 | $501K | 0.0% | +43.7% | 0.032% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 1,877 | $132K | 0.0% | +122.1% | 0.008% | |
| 7/24/2025 | IFP Advisors Inc | 70,280 | $4.93M | 0.1% | -20.3% | 0.314% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 17,359 | $1.22M | 0.2% | +5.2% | 0.077% | |
| 7/23/2025 | Ignite Planners LLC | 24,014 | $1.70M | 0.3% | -2.5% | 0.107% | |
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| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,747 | $333K | 0.0% | -28.2% | 0.021% | |
| 7/22/2025 | DAVENPORT & Co LLC | 76,280 | $5.35M | 0.0% | +5.8% | 0.341% | |
| 7/22/2025 | MBL Wealth LLC | 70,565 | $4.95M | 0.5% | +80.9% | 0.315% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 24,732 | $1.74M | 0.0% | +6.7% | 0.111% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 78,776 | $5.53M | 1.8% | +212.2% | 0.352% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 482,072 | $33.81M | 11.9% | +8.1% | 2.154% | |
| 7/18/2025 | Truist Financial Corp | 61,921 | $4.34M | 0.0% | -4.0% | 0.277% | |
| 7/17/2025 | Leverty Financial Group LLC | 285,994 | $20.06M | 6.0% | N/A | 1.278% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 253,545 | $17.78M | 0.0% | +15.4% | 1.135% | |
| 7/17/2025 | Fifth Third Securities Inc. | 71,067 | $4.99M | 0.4% | -18.4% | 0.318% | |
| 7/16/2025 | Novem Group | 184,183 | $12.92M | 1.6% | +2.2% | 0.825% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 699,354 | $49.05M | 3.5% | +102.1% | 3.132% | |
| 7/16/2025 | Morangie Management LLC | 15,020 | $1.05M | 0.9% | N/A | 0.067% | |
| 7/15/2025 | Cora Capital Advisors LLC | 6,024 | $423K | 0.2% | -51.1% | 0.027% | |
| 7/15/2025 | Fifth Third Bancorp | 473 | $33K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Southland Equity Partners LLC | 7,187 | $504K | 0.1% | +112.2% | 0.032% | |
| 7/11/2025 | Farther Finance Advisors LLC | 787 | $55K | 0.0% | N/A | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,344 | $520K | 0.0% | +15.6% | 0.033% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 5,108 | $325K | 0.0% | N/A | 0.024% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 10,592 | $674K | 0.5% | +28.7% | 0.050% | |
| 6/2/2025 | Modern Wealth Management LLC | 6,907 | $440K | 0.0% | +100.5% | 0.033% | |
| 5/21/2025 | MBL Wealth LLC | 39,000 | $2.48M | 0.3% | +40.2% | 0.185% | |
| 5/19/2025 | Jane Street Group LLC | 29,498 | $1.88M | 0.0% | -3.3% | 0.140% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,108 | $325K | 0.0% | N/A | 0.024% | |
| 5/15/2025 | Royal Bank of Canada | 169,423 | $10.79M | 0.0% | +63.1% | 0.804% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 82,903 | $5.28M | 0.0% | +13.9% | 0.394% | |
| 5/14/2025 | Kestra Advisory Services LLC | 73,301 | $4.67M | 0.0% | +172.7% | 0.348% | |
| 5/14/2025 | Level Four Advisory Services LLC | 171,945 | $10.95M | 0.5% | +5.9% | 0.816% | |
| 5/13/2025 | Tyler Stone Wealth Management | 29,982 | $1.91M | 0.3% | +164.7% | 0.142% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,783,361 | $113.53M | 0.0% | +100.6% | 8.468% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 37,519 | $2.39M | 1.0% | N/A | 0.178% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 48,642 | $3.10M | 0.1% | -4.3% | 0.231% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 50,289 | $3.20M | 0.2% | +69.2% | 0.239% | |
| 5/9/2025 | Empire Life Investments Inc. | 121,530 | $7.74M | 0.5% | -0.7% | 0.577% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 487,379 | $31.03M | 0.0% | +17.9% | 2.314% | |
| 5/8/2025 | SPC Financial Inc. | 120,144 | $7.65M | 0.7% | +4.8% | 0.570% | |
| 5/8/2025 | MONECO Advisors LLC | 207,484 | $13.21M | 1.4% | +42.3% | 0.985% | |
| 5/8/2025 | Harbour Investments Inc. | 4,627 | $295K | 0.0% | -31.6% | 0.022% | |
| 5/8/2025 | Cozad Asset Management Inc. | 136,202 | $8.67M | 0.9% | +1.5% | 0.647% | |
| 5/7/2025 | LPL Financial LLC | 741,474 | $47.20M | 0.0% | +8.3% | 3.521% | |
| 5/6/2025 | Cetera Investment Advisers | 272,186 | $17.33M | 0.0% | +35.1% | 1.292% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 224,649 | $14.30M | 0.1% | N/A | 1.067% | |
| 5/6/2025 | Ignite Planners LLC | 24,636 | $1.57M | 0.3% | N/A | 0.117% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 38,954 | $2.48M | 0.0% | +93.3% | 0.185% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 722 | $46K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | WNY Asset Management LLC | 6,183 | $394K | 0.0% | +78.1% | 0.029% | |
| 5/5/2025 | IFP Advisors Inc | 88,142 | $5.61M | 0.2% | +7.6% | 0.419% | |
| 5/5/2025 | Carnegie Lake Advisors LLC | 3,775 | $240K | 0.1% | +26.3% | 0.018% | |
| 5/5/2025 | Csenge Advisory Group | 8,620 | $519K | 0.0% | +12.5% | 0.041% | |
| 5/5/2025 | Private Advisor Group LLC | 8,813 | $561K | 0.0% | +2.0% | 0.042% | |
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| 5/2/2025 | Kingsview Wealth Management LLC | 51,042 | $3.25M | 0.1% | +37.2% | 0.242% | |
| 5/1/2025 | CWM LLC | 3,915 | $249K | 0.0% | N/A | 0.019% | |
| 5/1/2025 | Fifth Third Securities Inc. | 87,044 | $5.54M | 0.5% | -2.5% | 0.419% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 305,316 | $19.44M | 0.3% | +2.9% | 1.469% | |
| 4/30/2025 | Brown Advisory Inc. | 7,349 | $468K | 0.0% | N/A | 0.035% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 378,178 | $24.08M | 0.0% | +78.9% | 1.820% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,965 | $316K | 0.0% | +64.2% | 0.024% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,699 | $490K | 0.0% | -13.4% | 0.037% | |
| 4/28/2025 | Castle Wealth Management LLC | 71,834 | $4.57M | 1.8% | +6.5% | 0.346% | |
| 4/28/2025 | D.A. Davidson & CO. | 51,796 | $3.30M | 0.0% | +63.3% | 0.249% | |
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