| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 143,643 | $1.58M | 0.4% | +13.2% | 0.167% | |
| 8/15/2025 | Tidal Investments LLC | 112,817 | $1.24M | 0.0% | +2.2% | 0.131% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 15,488 | $171K | 0.0% | +34.0% | 0.018% | |
| 8/15/2025 | Bank of America Corp DE | 899,161 | $9.92M | 0.0% | +5.8% | 1.043% | |
| 8/15/2025 | Ameriprise Financial Inc. | 81,352 | $892K | 0.0% | +11.9% | 0.094% | |
| 8/14/2025 | Raymond James Financial Inc. | 459,747 | $5.07M | 0.0% | +16.4% | 0.533% | |
| 8/14/2025 | NewEdge Advisors LLC | 26,804 | $296K | 0.0% | -10.1% | 0.031% | |
| 8/13/2025 | McGowan Group Asset Management Inc. | 3,802,043 | $41.94M | 5.3% | +0.2% | 4.409% | |
| 8/13/2025 | Invesco Ltd. | 1,050,113 | $11.58M | 0.0% | -0.8% | 1.218% | |
| 8/13/2025 | Everstar Asset Management LLC | 30,103 | $332K | 0.2% | +9.7% | 0.035% | |
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| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 18,233 | $201K | 0.0% | +8.6% | 0.021% | |
| 8/13/2025 | Choreo LLC | 19,635 | $217K | 0.0% | +6.1% | 0.023% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 13,428 | $148K | 0.0% | +10.2% | 0.016% | |
| 8/12/2025 | XTX Topco Ltd | 15,207 | $168K | 0.0% | N/A | 0.018% | |
| 8/12/2025 | Global Retirement Partners LLC | 19,735 | $218K | 0.0% | N/A | 0.023% | |
| 8/12/2025 | Nemes Rush Group LLC | 14,097 | $155K | 0.0% | N/A | 0.016% | |
| 8/12/2025 | NorthStar Asset Management LLC NJ | 18,713 | $206K | 0.1% | -12.2% | 0.022% | |
| 8/12/2025 | PKS Advisory Services LLC | 11,198 | $124K | 0.0% | -20.2% | 0.013% | |
| 8/8/2025 | Cetera Investment Advisers | 84,733 | $935K | 0.0% | +1.5% | 0.098% | |
| 8/8/2025 | King Wealth Management Group | 21,000 | $232K | 0.0% | +10.5% | 0.024% | |
| 8/8/2025 | Fiera Capital Corp | 171,904 | $1.90M | 0.0% | -2.0% | 0.199% | |
| 8/8/2025 | Kaizen Financial Strategies | 32,931 | $363K | 0.2% | +43.6% | 0.038% | |
| 8/8/2025 | Calamos Advisors LLC | 15,430 | $170K | 0.0% | -8.0% | 0.018% | |
| 8/7/2025 | Allworth Financial LP | 4,000 | $44K | 0.0% | N/A | 0.005% | |
| 8/5/2025 | Shaker Financial Services LLC | 177,884 | $1.96M | 0.7% | +12.6% | 0.206% | |
| 8/5/2025 | Smith Shellnut Wilson LLC ADV | 10,522 | $116K | 0.1% | N/A | 0.012% | |
| 8/4/2025 | Kovack Advisors Inc. | 11,440 | $126K | 0.0% | N/A | 0.013% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 28,006 | $309K | 0.0% | -6.2% | 0.032% | |
| 7/29/2025 | Sowa Financial Group Inc. | 118,802 | $1.31M | 0.8% | -37.0% | 0.138% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 43,092 | $476K | 0.0% | +2.8% | 0.050% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,854 | $120K | 0.0% | -32.1% | 0.013% | |
| 7/22/2025 | Belpointe Asset Management LLC | 14,850 | $164K | 0.0% | -10.1% | 0.017% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,035 | $33K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 23,095 | $255K | 0.0% | -17.9% | 0.027% | |
| 7/17/2025 | Capital Investment Advisors LLC | 125,726 | $1.39M | 0.0% | -2.7% | 0.146% | |
| 7/17/2025 | Sound Income Strategies LLC | 47,481 | $524K | 0.0% | -8.0% | 0.055% | |
| 7/17/2025 | Uncommon Cents Investing LLC | 329,140 | $3.63M | 1.0% | +5.9% | 0.382% | |
| 7/14/2025 | Sowell Financial Services LLC | 16,357 | $180K | 0.0% | -44.5% | 0.019% | |
| 7/11/2025 | Vanguard Capital Wealth Advisors | 45,000 | $496K | 0.5% | -10.0% | 0.052% | |
| 7/8/2025 | Martin Capital Partners LLC | 11,179 | $123K | 0.0% | N/A | 0.013% | |
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| 5/21/2025 | Geneos Wealth Management Inc. | 10,616 | $114K | 0.0% | +570.2% | 0.012% | |
| 5/20/2025 | Belpointe Asset Management LLC | 16,525 | $177K | 0.0% | N/A | 0.019% | |
| 5/19/2025 | Smith Asset Management Co. LLC | 425,597 | $4.57M | 4.3% | N/A | 0.494% | |
| 5/16/2025 | NewEdge Advisors LLC | 29,820 | $320K | 0.0% | -13.6% | 0.035% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 43,039 | $462K | 0.0% | +5.0% | 0.050% | |
| 5/15/2025 | Royal Bank of Canada | 1,072,359 | $11.51M | 0.0% | +1.0% | 1.244% | |
| 5/15/2025 | WPG Advisers LLC | 2,364 | $25K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 86,780 | $931K | 0.1% | +292.9% | 0.101% | |
| 5/14/2025 | PKS Advisory Services LLC | 14,029 | $151K | 0.0% | -14.0% | 0.016% | |
| 5/13/2025 | Raymond James Financial Inc. | 394,956 | $4.24M | 0.0% | +10.6% | 0.458% | |
| 5/12/2025 | Invesco Ltd. | 1,058,145 | $11.35M | 0.0% | +22.5% | 1.227% | |
| 5/12/2025 | Wolverine Asset Management LLC | 7,003 | $75K | 0.0% | -69.8% | 0.008% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 41,918 | $450K | 0.0% | -17.2% | 0.049% | |
| 5/9/2025 | Shaker Financial Services LLC | 157,981 | $1.70M | 0.7% | +168.7% | 0.183% | |
| 5/8/2025 | US Bancorp DE | 11,127 | $119K | 0.0% | -11.2% | 0.013% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 59,350 | $637K | 0.1% | +9.2% | 0.069% | |
| 5/8/2025 | King Wealth Management Group | 19,000 | $204K | 0.0% | +26.7% | 0.022% | |
| 5/7/2025 | LPL Financial LLC | 960,855 | $10.31M | 0.0% | +3.9% | 1.114% | |
| 5/6/2025 | Elm3 Financial Group LLC | 10,880 | $117K | 0.1% | -8.4% | 0.013% | |
| 5/6/2025 | Readystate Asset Management LP | 69,874 | $750K | 0.0% | +23.7% | 0.081% | |
| 5/5/2025 | IFP Advisors Inc | 7,610 | $82K | 0.0% | -50.0% | 0.009% | |
| 5/5/2025 | Nwam LLC | 37,702 | $405K | 0.0% | -11.7% | 0.044% | |
| 5/2/2025 | Independent Wealth Network Inc. | 133,882 | $1.44M | 0.6% | +10.0% | 0.155% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 126,861 | $1.36M | 0.4% | +23.6% | 0.147% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 1,259,881 | $13.52M | 2.6% | N/A | 1.461% | |
| 4/29/2025 | Calamos Advisors LLC | 16,772 | $180K | 0.0% | N/A | 0.019% | |
| 4/23/2025 | Integris Wealth Management LLC | 15,000 | $161K | 0.0% | +25.0% | 0.017% | |
| 4/23/2025 | Uncommon Cents Investing LLC | 310,775 | $3.34M | 1.0% | +0.6% | 0.360% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 75,248 | $807K | 0.0% | +26.3% | 0.087% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,765 | $534K | 0.0% | +13.8% | 0.058% | |
| 4/21/2025 | Abundance Wealth Counselors | 38,784 | $416K | 0.1% | -9.5% | 0.045% | |
| 4/18/2025 | Huntleigh Advisors Inc. | 1,259,881 | $13.52M | 8.2% | N/A | 1.461% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 29,582 | $317K | 0.0% | N/A | 0.034% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 31,812 | $341K | 0.0% | +4.8% | 0.037% | |
| 4/16/2025 | Sowa Financial Group Inc. | 188,498 | $2.02M | 1.3% | -5.3% | 0.219% | |
| 4/14/2025 | Farther Finance Advisors LLC | 40,118 | $432K | 0.0% | N/A | 0.047% | |
| 4/14/2025 | Capital Investment Advisors LLC | 129,211 | $1.39M | 0.0% | -8.0% | 0.150% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 89,751 | $963K | 0.5% | +1.5% | 0.104% | |
| 4/9/2025 | Kaizen Financial Strategies | 22,926 | $246K | 0.1% | +65.6% | 0.027% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,359 | $326K | 0.0% | +7.3% | 0.035% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 54,350 | $583K | 0.0% | -9.9% | 0.063% | |
| 2/17/2025 | Tidal Investments LLC | 110,339 | $1.18M | 0.0% | +2.3% | 0.128% | |
| 2/17/2025 | McGowan Group Asset Management Inc. | 3,812,964 | $40.91M | 5.5% | -21.3% | 4.422% | |
| 2/17/2025 | Cetera Investment Advisers | 83,645 | $898K | 0.0% | +163.4% | 0.097% | |
| 2/17/2025 | Captrust Financial Advisors | 18,926 | $203K | 0.0% | -45.4% | 0.022% | |
| 2/17/2025 | Bank of America Corp DE | 952,569 | $10.22M | 0.0% | -12.6% | 1.105% | |
| 2/17/2025 | Ameriprise Financial Inc. | 67,344 | $723K | 0.0% | +6.1% | 0.078% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 28,440 | $305K | 0.0% | +147.9% | 0.033% | |
| 2/14/2025 | Shaker Financial Services LLC | 58,804 | $631K | 0.2% | N/A | 0.068% | |
| 2/13/2025 | Mariner LLC | 15,314 | $164K | 0.0% | +14.1% | 0.018% | |
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| 2/13/2025 | Cohen & Steers Inc. | 141,297 | $1.52M | 0.0% | -38.4% | 0.164% | |
| 2/13/2025 | Raymond James Financial Inc. | 357,104 | $3.83M | 0.0% | N/A | 0.414% | |
| 2/13/2025 | Invesco Ltd. | 863,794 | $9.27M | 0.0% | +6.3% | 1.002% | |
| 2/13/2025 | Wells Fargo & Company MN | 602,707 | $6.47M | 0.0% | -0.6% | 0.699% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 22,085 | $237K | 0.0% | -47.9% | 0.026% | |
| 2/12/2025 | Everstar Asset Management LLC | 26,368 | $283K | 0.2% | -7.0% | 0.031% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 102,626 | $1.10M | 0.3% | +161.5% | 0.119% | |
| 2/12/2025 | Maridea Wealth Management LLC | 55,240 | $593K | 0.2% | N/A | 0.064% | |
| 2/12/2025 | PKS Advisory Services LLC | 16,313 | $175K | 0.0% | N/A | 0.019% | |
| 2/11/2025 | LPL Financial LLC | 925,141 | $9.93M | 0.0% | -1.8% | 1.073% | |
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