| 8/15/2025 | Captrust Financial Advisors | 24,693 | $2.06M | 0.0% | -0.5% | 0.085% | |
| 8/15/2025 | Ameriprise Financial Inc. | 27,467 | $2.29M | 0.0% | +14.1% | 0.094% | |
| 8/14/2025 | Gould Capital LLC | 4,821 | $402K | 0.3% | -4.7% | 0.017% | |
| 8/13/2025 | Wealthquest Corp | 8,710 | $726K | 0.1% | -2.2% | 0.030% | |
| 8/12/2025 | Weitzel Financial Services Inc. | 6,620 | $559K | 0.2% | +28.7% | 0.023% | |
| 8/12/2025 | Waterloo Capital L.P. | 21,274 | $1.77M | 0.1% | +30.4% | 0.073% | |
| 8/12/2025 | JPMorgan Chase & Co. | 47,011 | $3.92M | 0.0% | +17.3% | 0.161% | |
| 8/8/2025 | IMA Advisory Services Inc. | 11,001 | $887K | 0.1% | +17.9% | 0.038% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 4,269 | $356K | 0.0% | +9.0% | 0.015% | |
| 8/6/2025 | Nvwm LLC | 3,959 | $330K | 0.1% | +20.1% | 0.014% | |
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| 8/6/2025 | Columbia River Financial Group LLC | 3,160 | $264K | 0.2% | +5.3% | 0.011% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 658 | $55K | 0.0% | N/A | 0.002% | |
| 8/4/2025 | L.M. Kohn & Company | 3,256 | $272K | 0.1% | +7.3% | 0.011% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 4,204 | $351K | 0.0% | +20.5% | 0.014% | |
| 7/23/2025 | Venturi Wealth Management LLC | 22,181 | $1.85M | 0.1% | +1.8% | 0.075% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 9,297 | $775K | 0.1% | N/A | 0.032% | |
| 7/22/2025 | Kickstand Ventures LLC. | 9,297 | $775K | 0.2% | N/A | 0.032% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 6,166 | $514K | 0.0% | +56.5% | 0.021% | |
| 7/14/2025 | AdvisorNet Financial Inc | 9,323 | $778K | 0.1% | +5.7% | 0.032% | |
| 7/11/2025 | Farther Finance Advisors LLC | 24,510 | $2.04M | 0.0% | +221.4% | 0.083% | |
| 7/11/2025 | CX Institutional | 476,798 | $39.77M | 1.4% | +58,402.8% | 1.622% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 134,824 | $11.24M | 0.8% | -0.8% | 0.461% | |
| 7/8/2025 | Strategic Advocates LLC | 24,582 | $2.05M | 0.6% | +2.6% | 0.084% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,321 | $110K | 0.0% | +80.7% | 0.005% | |
| 5/16/2025 | HFM Investment Advisors LLC | 24,552 | $1.88M | 0.5% | N/A | 0.085% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,915 | $682K | 0.0% | +765.5% | 0.031% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,106 | $2.61M | 0.0% | -0.7% | 0.118% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,083 | $695K | 0.0% | -8.7% | 0.031% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 5,143 | $383K | 0.2% | +36.0% | 0.018% | |
| 5/15/2025 | OLD Mission Capital LLC | 17,244 | $1.32M | 0.0% | N/A | 0.060% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 9,659 | $739K | 0.0% | N/A | 0.034% | |
| 5/8/2025 | Strategic Advocates LLC | 23,961 | $1.83M | 0.6% | -0.6% | 0.084% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 13,599 | $1.04M | 0.1% | -2.2% | 0.048% | |
| 5/7/2025 | Nvwm LLC | 3,297 | $252K | 0.1% | +4.3% | 0.012% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 14,963 | $1.12M | 0.3% | +6.2% | 0.053% | |
| 4/29/2025 | Strategic Blueprint LLC | 2,973 | $227K | 0.0% | -30.1% | 0.010% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 3,488 | $267K | 0.0% | -25.4% | 0.012% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 2,311 | $177K | 0.0% | -34.0% | 0.008% | |
| 4/22/2025 | Altrius Capital Management Inc | 3,581 | $274K | 0.1% | +10.6% | 0.013% | |
| 4/22/2025 | RFP Financial Group LLC | 6,055 | $463K | 0.2% | +13.2% | 0.021% | |
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| 4/21/2025 | L.M. Kohn & Company | 3,035 | $232K | 0.1% | N/A | 0.011% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 3,940 | $301K | 0.0% | -90.0% | 0.014% | |
| 4/15/2025 | CX Institutional | 815 | $62K | 0.0% | -86.9% | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,626 | $585K | 0.0% | +28.3% | 0.027% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 135,926 | $10.40M | 0.8% | -1.3% | 0.486% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,234 | $94K | 0.0% | +41.7% | 0.004% | |
| 4/9/2025 | NBC Securities Inc. | 331 | $25K | 0.0% | N/A | 0.001% | |
| 4/7/2025 | GAMMA Investing LLC | 37,867 | $2.90M | 0.0% | +7,549.9% | 0.135% | |
| 2/19/2025 | Columbia River Financial Group LLC | 2,984 | $228K | 0.2% | N/A | 0.012% | |
| 2/18/2025 | Continuum Advisory LLC | 450 | $34K | 0.0% | -29.7% | 0.002% | |
| 2/17/2025 | Weitzel Financial Services Inc. | 3,783 | $291K | 0.1% | +10.1% | 0.015% | |
| 2/17/2025 | Sentinus LLC | 8,503 | $651K | 0.2% | N/A | 0.033% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 4,918 | $377K | 0.1% | -3.6% | 0.019% | |
| 2/17/2025 | Captrust Financial Advisors | 24,811 | $1.90M | 0.0% | -5.0% | 0.097% | |
| 2/17/2025 | Ameriprise Financial Inc. | 23,970 | $1.84M | 0.0% | -11.3% | 0.093% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,951 | $762K | 0.0% | +84.8% | 0.039% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 12,957 | $993K | 0.0% | +8.9% | 0.051% | |
| 2/13/2025 | Waterloo Capital L.P. | 10,537 | $807K | 0.1% | -29.6% | 0.041% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 15,830 | $1.21M | 0.1% | N/A | 0.062% | |
| 2/10/2025 | Mascoma Wealth Management LLC | 3,501 | $268K | 0.1% | -4.2% | 0.014% | |
| 2/10/2025 | Farther Finance Advisors LLC | 5,944 | $455K | 0.0% | +702.2% | 0.023% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,030 | $79K | 0.0% | +17.8% | 0.004% | |
| 2/5/2025 | BlueStem Wealth Partners LLC | 13,908 | $1.07M | 0.1% | N/A | 0.054% | |
| 2/5/2025 | Noble Wealth Management PBC | 490 | $38K | 0.0% | N/A | 0.002% | |
| 2/4/2025 | Arbor Investment Advisors LLC | 4,677 | $358K | 0.1% | -7.9% | 0.018% | |
| 1/28/2025 | RFP Financial Group LLC | 5,349 | $410K | 0.2% | -6.4% | 0.021% | |
| 1/27/2025 | Nvwm LLC | 3,160 | $242K | 0.1% | +7.7% | 0.012% | |
| 1/24/2025 | Lazari Capital Management Inc. | 2,846 | $218K | 0.1% | -6.9% | 0.011% | |
| 1/23/2025 | Strategic Advocates LLC | 24,114 | $1.85M | 0.6% | -5.3% | 0.094% | |
| 1/23/2025 | Strategic Blueprint LLC | 4,251 | $326K | 0.0% | +26.9% | 0.017% | |
| 1/21/2025 | Archford Capital Strategies LLC | 28,788 | $2.21M | 0.3% | -2.5% | 0.112% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 39,315 | $3.01M | 0.0% | +962.3% | 0.153% | |
| 1/17/2025 | Janney Capital Management LLC | 3,562 | $273K | 0.0% | N/A | 0.014% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 137,655 | $10.55M | 0.8% | -1.1% | 0.537% | |
| 1/13/2025 | AdvisorNet Financial Inc | 8,719 | $668K | 0.1% | -22.3% | 0.034% | |
| 12/26/2024 | JPMorgan Chase & Co. | 40,490 | $3.20M | 0.0% | +5.1% | 0.158% | |
| 11/21/2024 | Wealthquest Corp | 9,017 | $708K | 0.1% | -2.0% | 0.035% | |
| 11/15/2024 | Continuum Advisory LLC | 640 | $50K | 0.0% | +42.2% | 0.002% | |
| 11/14/2024 | Captrust Financial Advisors | 26,124 | $2.06M | 0.0% | -0.5% | 0.102% | |
| 11/8/2024 | Avior Wealth Management LLC | 10,084 | $796K | 0.0% | -6.8% | 0.039% | |
| 11/6/2024 | Altrius Capital Management Inc | 3,231 | $255K | 0.1% | -5.4% | 0.013% | |
| 11/6/2024 | Cornerstone Planning Group LLC | 14,061 | $1.10M | 0.2% | -6.7% | 0.055% | |
| 10/29/2024 | Nvwm LLC | 2,933 | $231K | 0.1% | +6.7% | 0.011% | |
| 10/25/2024 | Strategic Blueprint LLC | 3,349 | $264K | 0.0% | N/A | 0.013% | |
| 10/24/2024 | Arbor Investment Advisors LLC | 5,080 | $401K | 0.1% | +13.4% | 0.020% | |
| 10/22/2024 | Eastern Bank | 430 | $34K | 0.0% | N/A | 0.002% | |
| 10/21/2024 | RFP Financial Group LLC | 5,716 | $451K | 0.1% | +9.7% | 0.022% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 361 | $28K | 0.0% | N/A | 0.001% | |
| 10/17/2024 | Strategic Advocates LLC | 25,475 | $2.01M | 0.7% | +6.5% | 0.099% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 139,246 | $10.99M | 0.9% | -0.5% | 0.543% | |
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| 8/26/2024 | Wealthquest Corp | 9,198 | $688K | 0.1% | -1.8% | 0.036% | |
| 8/12/2024 | Waterloo Capital L.P. | 9,954 | $744K | 0.1% | -90.6% | 0.039% | |
| 8/9/2024 | One Capital Management LLC | 17,823 | $1.33M | 0.0% | -6.3% | 0.069% | |
| 8/6/2024 | Weitzel Financial Services Inc. | 3,374 | $252K | 0.1% | +17.8% | 0.013% | |
| 7/31/2024 | IFG Advisory LLC | 6,298 | $471K | 0.0% | N/A | 0.025% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 199,407 | $14.91M | 0.1% | -2.3% | 0.777% | |
| 7/25/2024 | RFP Financial Group LLC | 5,210 | $390K | 0.1% | +18.0% | 0.020% | |
| 7/17/2024 | Archford Capital Strategies LLC | 30,389 | $2.27M | 0.4% | +3.6% | 0.118% | |
| 7/17/2024 | AdvisorNet Financial Inc | 11,551 | $864K | 0.1% | +2.0% | 0.045% | |
| 7/11/2024 | Strategic Advocates LLC | 23,919 | $1.79M | 0.7% | -3.7% | 0.093% | |
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