| 5/21/2025 | Geneos Wealth Management Inc. | 28,858 | $3.49M | 0.1% | -2.9% | 0.203% | |
| 5/19/2025 | Jane Street Group LLC | 11,232 | $1.36M | 0.0% | +29.1% | 0.079% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 2,606 | $315K | 0.0% | -4.2% | 0.018% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,381 | $288K | 0.0% | -85.3% | 0.017% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,990 | $1.81M | 0.0% | +5.7% | 0.105% | |
| 5/15/2025 | Royal Bank of Canada | 327,810 | $39.64M | 0.0% | +14.9% | 2.300% | |
| 5/15/2025 | Baird Financial Group Inc. | 56,465 | $6.83M | 0.0% | +0.2% | 0.396% | |
| 5/15/2025 | Beck Bode LLC | 5,564 | $673K | 0.1% | -20.3% | 0.039% | |
| 5/14/2025 | Comerica Bank | 11,616 | $1.41M | 0.0% | -14.1% | 0.082% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,316 | $1.01M | 0.0% | -6.7% | 0.058% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 100,455 | $12.15M | 0.1% | +14.7% | 0.705% | |
| 5/14/2025 | Purus Wealth Management LLC | 8,108 | $980K | 0.4% | -2.7% | 0.057% | |
| 5/14/2025 | Frisch Financial Group Inc. | 64,982 | $7.86M | 2.2% | -0.8% | 0.456% | |
| 5/13/2025 | Tyler Stone Wealth Management | 8,099 | $979K | 0.2% | -5.2% | 0.057% | |
| 5/13/2025 | Raymond James Financial Inc. | 930,002 | $112.47M | 0.0% | -2.5% | 6.526% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,831 | $221K | 0.0% | N/A | 0.013% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 34,271 | $4.14M | 0.1% | -8.6% | 0.240% | |
| 5/13/2025 | HighTower Advisors LLC | 63,348 | $7.66M | 0.0% | -0.9% | 0.445% | |
| 5/12/2025 | Benjamin Edwards Inc. | 12,985 | $1.57M | 0.0% | +0.9% | 0.091% | |
| 5/12/2025 | Potentia Wealth | 3,929 | $475K | 0.2% | -13.7% | 0.028% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,488 | $1.03M | 0.0% | -32.2% | 0.060% | |
| 5/9/2025 | Sound Financial Strategies Group LLC | 18,077 | $2.19M | 2.0% | N/A | 0.127% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 171,572 | $20.75M | 0.0% | -11.2% | 1.204% | |
| 5/9/2025 | Scotia Capital Inc. | 10,703 | $1.29M | 0.0% | -2.2% | 0.075% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 41,306 | $5.00M | 0.0% | +2.3% | 0.290% | |
| 5/8/2025 | Mullooly Asset Management Inc. | 3,216 | $389K | 0.0% | N/A | 0.023% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 19,949 | $2.41M | 0.1% | +3.5% | 0.140% | |
| 5/8/2025 | Moors & Cabot Inc. | 10,536 | $1.27M | 0.1% | +8.1% | 0.074% | |
| 5/8/2025 | US Bancorp DE | 5,466 | $661K | 0.0% | -9.1% | 0.038% | |
| 5/8/2025 | Elios Financial Group Inc. | 45,764 | $5.53M | 2.7% | -0.6% | 0.322% | |
| 5/8/2025 | Harbour Investments Inc. | 5,975 | $723K | 0.0% | -45.8% | 0.042% | |
| 5/8/2025 | 360 Financial Inc. | 5,999 | $726K | 0.3% | +2.6% | 0.042% | |
| 5/8/2025 | Arkadios Wealth Advisors | 14,228 | $1.72M | 0.1% | +4.4% | 0.100% | |
| 5/8/2025 | Marshall Investment Management LLC | 15,847 | $1.92M | 1.2% | -8.2% | 0.112% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 34,764 | $4.20M | 0.1% | +16.9% | 0.245% | |
| 5/8/2025 | Cozad Asset Management Inc. | 25,157 | $3.04M | 0.3% | -2.4% | 0.177% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 8,170 | $988K | 0.0% | -33.4% | 0.057% | |
| 5/7/2025 | LPL Financial LLC | 829,119 | $100.27M | 0.0% | -3.2% | 5.818% | |
| 5/6/2025 | Assetmark Inc. | 704 | $85K | 0.0% | -24.0% | 0.005% | |
| 5/6/2025 | Cetera Investment Advisers | 110,051 | $13.31M | 0.0% | +7.4% | 0.772% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 18,466 | $2.23M | 0.0% | -7.6% | 0.130% | |
| 5/6/2025 | AE Wealth Management LLC | 5,436 | $657K | 0.0% | N/A | 0.038% | |
| 5/6/2025 | Gratus Wealth Advisors LLC | 262,357 | $31.73M | 5.2% | +35.6% | 1.841% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 5,334 | $645K | 0.3% | -6.3% | 0.037% | |
| 5/6/2025 | Choreo LLC | 30,706 | $3.71M | 0.1% | -1.9% | 0.215% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 46,304 | $5.60M | 0.1% | -9.9% | 0.325% | |
| 5/5/2025 | Private Advisor Group LLC | 20,458 | $2.47M | 0.0% | -3.1% | 0.144% | |
| 5/2/2025 | Sachetta LLC | 9,074 | $1.10M | 0.4% | -8.7% | 0.063% | |
| 5/2/2025 | Wealthfront Advisers LLC | 6,554 | $793K | 0.0% | +2.5% | 0.046% | |
| 5/2/2025 | Sigma Planning Corp | 2,460 | $298K | 0.0% | -42.5% | 0.017% | |
| 5/1/2025 | CWM LLC | 1,418 | $171K | 0.0% | +45.0% | 0.010% | |
| 5/1/2025 | Hughes Financial Services LLC | 543 | $66K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 1,000 | $121K | 0.0% | -12.3% | 0.007% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 11,135 | $1.35M | 0.3% | -1.4% | 0.077% | |
| 4/30/2025 | POM Investment Strategies LLC | 37,533 | $4.54M | 5.3% | -10.2% | 0.261% | |
| 4/30/2025 | Pineridge Advisors LLC | 265 | $32K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 1,924 | $233K | 0.0% | -15.2% | 0.013% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 10,881 | $1.32M | 0.0% | +7.0% | 0.076% | |
| 4/30/2025 | NTV Asset Management LLC | 43,712 | $5.29M | 0.7% | -1.4% | 0.304% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 4,429 | $536K | 0.1% | -9.2% | 0.031% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 151,124 | $18.28M | 0.0% | -24.8% | 1.049% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 13,248 | $1.60M | 0.4% | -3.7% | 0.092% | |
| 4/29/2025 | Strategic Blueprint LLC | 96,977 | $11.73M | 0.6% | +6.6% | 0.673% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 3,978 | $481K | 0.0% | -2.7% | 0.028% | |
| 4/28/2025 | D.A. Davidson & CO. | 10,371 | $1.25M | 0.0% | -39.4% | 0.072% | |
| 4/28/2025 | Private Trust Co. NA | 1,557 | $188K | 0.0% | -10.8% | 0.011% | |
| 4/28/2025 | DAVENPORT & Co LLC | 26,312 | $3.18M | 0.0% | -11.4% | 0.182% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 21,544 | $2.61M | 0.3% | -1.2% | 0.149% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 15,555 | $1.88M | 0.5% | +58.7% | 0.108% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 17,061 | $1.95M | 0.6% | -1.8% | 0.118% | |
| 4/23/2025 | Virtus Wealth Solutions LLC | 84,979 | $10.28M | 3.1% | -5.4% | 0.584% | |
| 4/23/2025 | International Assets Investment Management LLC | 10,552 | $1.28M | 0.0% | +7.8% | 0.073% | |
| 4/23/2025 | AIFG Consultants Ltd. | 8,370 | $1.01M | 1.7% | -8.8% | 0.058% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 12,176 | $1.47M | 0.0% | N/A | 0.084% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 72,710 | $8.79M | 0.0% | +8.6% | 0.500% | |
| 4/22/2025 | Crumly & Associates Inc. | 38,790 | $4.69M | 1.3% | -10.9% | 0.267% | |
| 4/22/2025 | Advisor Resource Council | 4,009 | $485K | 0.0% | N/A | 0.028% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,109 | $255K | 0.0% | -6.2% | 0.014% | |
| 4/21/2025 | Luken Investment Analytics LLC | 12,312 | $1.49M | 0.7% | -19.7% | 0.085% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 2,917 | $355K | 0.0% | N/A | 0.020% | |
| 4/18/2025 | JP Wealth Management Inc. | 127,134 | $15.37M | 5.0% | +5.5% | 0.874% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 1,881 | $228K | 0.0% | N/A | 0.013% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 4,009 | $485K | 0.0% | -36.7% | 0.027% | |
| 4/17/2025 | Sowell Financial Services LLC | 19,075 | $2.31M | 0.1% | -1.0% | 0.130% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 15,121 | $1.83M | 0.0% | +64.6% | 0.103% | |
| 4/17/2025 | Columbus Macro LLC | 12,760 | $1.54M | 0.2% | N/A | 0.087% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 2,199 | $266K | 0.0% | -4.8% | 0.015% | |
| 4/17/2025 | Good Life Advisors LLC | 125,383 | $15.16M | 1.1% | -0.1% | 0.853% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 151,330 | $18.30M | 2.6% | -19.5% | 1.029% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,320 | $1.25M | 0.0% | +4.5% | 0.070% | |
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| 4/15/2025 | Davis Investment Partners LLC | 46,467 | $5.40M | 2.3% | -0.2% | 0.316% | |
| 4/15/2025 | CX Institutional | 79,859 | $9.66M | 0.4% | +41.4% | 0.541% | |
| 4/14/2025 | Park Avenue Securities LLC | 2,350 | $284K | 0.0% | +7.2% | 0.016% | |
| 4/11/2025 | Generali Investments Management Co LLC | 19,527 | $2.36M | 0.7% | +100.1% | 0.133% | |
| 4/10/2025 | Secure Asset Management LLC | 13,665 | $1.65M | 0.3% | +0.8% | 0.093% | |
| 4/10/2025 | Whipplewood Advisors LLC | 2,849 | $345K | 0.1% | +328.4% | 0.019% | |
| 4/9/2025 | Merit Financial Group LLC | 4,863 | $588K | 0.0% | -9.9% | 0.033% | |
| 4/9/2025 | NBC Securities Inc. | 793 | $95K | 0.0% | N/A | 0.005% | |
| 4/2/2025 | Park National Corp OH | 7,671 | $928K | 0.0% | +95.6% | 0.052% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,873 | $1.23M | 0.0% | +5.3% | 0.067% | |
