| 7/14/2025 | Southland Equity Partners LLC | 266,536 | $24.57M | 5.4% | +3.9% | 0.433% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,705 | $526K | 0.0% | +31.7% | 0.009% | |
| 7/14/2025 | Sowell Financial Services LLC | 255,471 | $23.55M | 1.0% | -2.9% | 0.415% | |
| 7/11/2025 | Bouvel Investment Partners LLC | 133,748 | $12.33M | 4.2% | +8.1% | 0.218% | |
| 7/11/2025 | Farther Finance Advisors LLC | 86,779 | $8.00M | 0.2% | -15.5% | 0.141% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 19,237 | $1.77M | 0.1% | +22.0% | 0.031% | |
| 7/10/2025 | Security National Bank | 1,013 | $93K | 0.0% | N/A | 0.002% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 227,149 | $20.94M | 0.3% | N/A | 0.369% | |
| 7/10/2025 | Affiance Financial LLC | 47,306 | $4.36M | 0.9% | +5.3% | 0.077% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 5,577 | $514K | 0.1% | -4.6% | 0.009% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 442,461 | $40.46M | 0.1% | -3.4% | 0.720% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 41,634 | $3.84M | 0.6% | -9.0% | 0.068% | |
| 7/9/2025 | Procyon Advisors LLC | 6,993 | $645K | 0.1% | +26.6% | 0.011% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 64,716 | $5.98M | 1.1% | -3.8% | 0.105% | |
| 7/9/2025 | Thrive Wealth Management LLC | 4,029 | $371K | 0.1% | N/A | 0.007% | |
| 7/9/2025 | Krilogy Financial LLC | 12,637 | $1.17M | 0.1% | -4.1% | 0.021% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 14,624 | $1.35M | 0.1% | -8.1% | 0.024% | |
| 7/9/2025 | Fiduciary Alliance LLC | 35,021 | $3.23M | 0.2% | N/A | 0.057% | |
| 7/9/2025 | Westmount Partners LLC | 4,841 | $446K | 0.1% | -6.7% | 0.008% | |
| 7/8/2025 | First National Corp MA ADV | 97,409 | $8.98M | 1.8% | +11.3% | 0.158% | |
| 7/8/2025 | MRA Advisory Group | 90,865 | $8.38M | 3.9% | N/A | 0.148% | |
| 7/8/2025 | 21 West Wealth Management LLC | 32,616 | $3.01M | 3.0% | N/A | 0.053% | |
| 7/8/2025 | Legacy Private Trust Co. | 216,419 | $19.95M | 1.3% | -11.6% | 0.352% | |
| 7/8/2025 | Gallacher Capital Management LLC | 4,394 | $405K | 0.2% | -5.5% | 0.007% | |
| 7/8/2025 | Parallel Advisors LLC | 14,269 | $1.32M | 0.0% | +2.7% | 0.023% | |
| 7/7/2025 | O Connor Financial Group LLC | 222,363 | $20.34M | 9.0% | +3,299.5% | 0.362% | |
| 6/6/2025 | Blue Oak Capital LLC | 45,744 | $4.23M | 2.3% | +33.8% | 0.075% | |
| 6/4/2025 | First Hawaiian Bank | 38,201 | $3.53M | 0.2% | -3.0% | 0.063% | |
| 5/28/2025 | Addison Capital Co | 5,937 | $549K | 0.2% | -12.4% | 0.010% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 3,462 | $320K | 0.1% | +26.2% | 0.006% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 37,265 | $3.45M | 0.1% | +2.0% | 0.062% | |
| 5/20/2025 | Belpointe Asset Management LLC | 3,214 | $297K | 0.0% | -10.8% | 0.005% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 3,214 | $297K | 0.1% | -10.8% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 58,619 | $5.42M | 0.0% | +1,959.7% | 0.097% | |
| 5/20/2025 | Flaharty Asset Management LLC | 264,272 | $24.44M | 3.5% | +9.5% | 0.438% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 98,646 | $9.12M | 0.0% | N/A | 0.164% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,371 | $219K | 0.0% | -90.4% | 0.004% | |
| 5/16/2025 | Sheridan Capital Management LLC | 127,378 | $11.78M | 8.6% | -0.2% | 0.211% | |
| 5/16/2025 | NewEdge Advisors LLC | 830,789 | $76.82M | 0.5% | +36.4% | 1.376% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 79,236 | $7.33M | 0.1% | -3.2% | 0.131% | |
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| 5/16/2025 | Gotham Asset Management LLC | 134,763 | $12.46M | 0.1% | +517.2% | 0.223% | |
| 5/16/2025 | Banque Transatlantique SA | 422 | $36K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 7,486 | $692K | 0.0% | +7.6% | 0.012% | |
| 5/15/2025 | EP Wealth Advisors LLC | 30,507 | $2.82M | 0.0% | -4.8% | 0.051% | |
| 5/15/2025 | Ameriflex Group Inc. | 11,298 | $1.05M | 0.4% | +4.5% | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 583,244 | $53.93M | 0.0% | +2.4% | 0.969% | |
| 5/15/2025 | Betterment LLC | 6,628 | $613K | 0.0% | +27.3% | 0.011% | |
| 5/15/2025 | MAI Capital Management | 5,912 | $547K | 0.0% | -45.4% | 0.010% | |
| 5/15/2025 | Brasada Capital Management LP | 12,393 | $1.12M | 0.2% | +7.8% | 0.021% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 76,041 | $7.03M | 0.4% | +4.2% | 0.126% | |
| 5/15/2025 | Insight Wealth Partners LLC | 25,791 | $2.39M | 0.4% | +0.9% | 0.043% | |
| 5/15/2025 | Baird Financial Group Inc. | 47,707 | $4.41M | 0.0% | +2.7% | 0.079% | |
| 5/15/2025 | TD Capital Management LLC | 108,279 | $10.01M | 1.0% | +6.1% | 0.180% | |
| 5/15/2025 | BNP Paribas Financial Markets | 352,725 | $32.62M | 0.0% | -1.7% | 0.586% | |
| 5/14/2025 | CreativeOne Wealth LLC | 764,486 | $70.69M | 2.1% | +102.6% | 1.270% | |
| 5/14/2025 | Apexium Financial LP | 2,800 | $259K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Comerica Bank | 40,263 | $3.72M | 0.0% | -5.5% | 0.067% | |
| 5/14/2025 | Freedom Investment Management Inc. | 185,478 | $17.15M | 1.4% | -1.3% | 0.308% | |
| 5/14/2025 | Napa Wealth Management | 5,409 | $500K | 0.3% | N/A | 0.009% | |
| 5/14/2025 | SVB Wealth LLC | 426 | $39K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 93,012 | $8.60M | 0.0% | +28.8% | 0.154% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 7,281 | $673K | 0.7% | -41.5% | 0.012% | |
| 5/14/2025 | Kestra Advisory Services LLC | 392,659 | $36.31M | 0.2% | +6.3% | 0.652% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 32,974 | $3.05M | 2.0% | +11.9% | 0.055% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 4,249 | $393K | 0.3% | -7.2% | 0.007% | |
| 5/14/2025 | Accredited Wealth Management LLC | 24,188 | $2.24M | 1.9% | +15.9% | 0.040% | |
| 5/14/2025 | GM Advisory Group LLC | 100,483 | $9.29M | 0.5% | -0.7% | 0.167% | |
| 5/14/2025 | Asset Management Group Inc. | 7,017 | $649K | 0.1% | -7.6% | 0.012% | |
| 5/14/2025 | Capital Analysts LLC | 10,193 | $943K | 0.0% | +204.2% | 0.017% | |
| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 18,080 | $1.67M | 0.0% | -2.1% | 0.030% | |
| 5/14/2025 | M Holdings Securities Inc. | 122,396 | $11.32M | 1.9% | +5.0% | 0.203% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 508,647 | $47.04M | 1.9% | -3.6% | 0.845% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 11,283 | $1.04M | 0.2% | -1.4% | 0.019% | |
| 5/13/2025 | Elequin Capital LP | 6,172 | $571K | 0.1% | N/A | 0.010% | |
| 5/13/2025 | Raymond James Financial Inc. | 787,211 | $72.79M | 0.0% | -13.1% | 1.307% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 22,920 | $2.12M | 0.1% | +2.7% | 0.038% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 65,975 | $6.10M | 0.5% | +1.8% | 0.110% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 16,404 | $1.52M | 0.1% | +1,492.6% | 0.027% | |
| 5/13/2025 | Horizon Investments LLC | 208,369 | $19.11M | 0.6% | -12.4% | 0.346% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 10,520 | $973K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | NFP Retirement Inc. | 6,575 | $608K | 0.0% | -12.7% | 0.011% | |
| 5/13/2025 | HighTower Advisors LLC | 243,019 | $22.47M | 0.0% | +8.0% | 0.404% | |
| 5/12/2025 | Capital Planning Advisors LLC | 32,533 | $3.01M | 0.5% | -16.3% | 0.054% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 14,600 | $1.35M | 0.9% | +102.0% | 0.024% | |
| 5/12/2025 | Maia Wealth LLC | 14,714 | $1.33M | 0.3% | +20.0% | 0.024% | |
| 5/12/2025 | Linscomb Wealth Inc. | 55,360 | $5.12M | 0.3% | +32.5% | 0.092% | |
| 5/12/2025 | Cooper Financial Group | 48,919 | $4.52M | 0.6% | +72.9% | 0.081% | |
| 5/12/2025 | Berger Financial Group Inc | 16,586 | $1.53M | 0.1% | +2.7% | 0.028% | |
| 5/12/2025 | Pandora Wealth Inc. | 926 | $86K | 0.1% | N/A | 0.002% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 679,929 | $62.87M | 5.3% | +1.8% | 1.129% | |
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| 5/12/2025 | National Bank of Canada FI | 20,269 | $1.87M | 0.0% | -28.1% | 0.034% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 2,177 | $201K | 0.0% | N/A | 0.004% | |
| 5/9/2025 | WealthShield Partners LLC | 89,882 | $8.31M | 1.1% | -1.1% | 0.149% | |
| 5/9/2025 | Leisure Capital Management | 4,529 | $419K | 0.2% | -93.7% | 0.008% | |
| 5/9/2025 | Acima Private Wealth LLC | 116,923 | $10.81M | 3.9% | -18.6% | 0.194% | |
| 5/9/2025 | Total Investment Management Inc. | 58,967 | $5.45M | 0.7% | +7.1% | 0.098% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 56,998 | $5.27M | 0.1% | +94.3% | 0.095% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,074 | $377K | 0.0% | +21.3% | 0.007% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 547,968 | $50.67M | 0.1% | -2.3% | 0.910% | |
| 5/9/2025 | Blair William & Co. IL | 971 | $90K | 0.0% | -17.3% | 0.002% | |
