| 8/8/2025 | Cetera Investment Advisers | 347,371 | $8.16M | 0.0% | -2.2% | 0.525% | |
| 8/8/2025 | Creative Planning | 806,718 | $18.95M | 0.0% | -19.1% | 1.219% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 48,149 | $1.13M | 0.0% | +122.4% | 0.073% | |
| 8/7/2025 | Avalon Capital Management | 102,231 | $2.40M | 0.6% | -81.0% | 0.154% | |
| 8/7/2025 | Allworth Financial LP | 1,047 | $25K | 0.0% | +681.3% | 0.002% | |
| 8/6/2025 | RWA Wealth Partners LLC | 181,952 | $4.27M | 0.1% | -60.9% | 0.275% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 205,328 | $4.82M | 0.9% | +119.9% | 0.310% | |
| 8/6/2025 | Convergence Financial LLC | 45,054 | $1.06M | 0.2% | +41.4% | 0.068% | |
| 8/6/2025 | First Horizon Advisors Inc. | 4,849 | $114K | 0.0% | -59.7% | 0.007% | |
| 8/5/2025 | Bank of Montreal Can | 63,860 | $1.50M | 0.0% | +1,908.8% | 0.096% | |
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| 8/4/2025 | Center for Financial Planning Inc. | 1,403 | $33K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 816,030 | $19.17M | 0.0% | +4.5% | 1.233% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 9,511 | $223K | 0.1% | N/A | 0.014% | |
| 7/29/2025 | FLC Capital Advisors | 392,651 | $9.22M | 1.9% | N/A | 0.593% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 754,299 | $17.72M | 4.5% | N/A | 1.139% | |
| 7/28/2025 | RFG Advisory LLC | 230,188 | $5.41M | 0.1% | N/A | 0.348% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 17,964 | $422K | 0.0% | N/A | 0.027% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 62,196 | $1.46M | 0.0% | -45.6% | 0.094% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 9,869 | $232K | 0.1% | -97.5% | 0.015% | |
| 7/25/2025 | Keener Financial Planning LLC | 1,162 | $27K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Croban | 88,982 | $2.09M | 1.8% | +11.8% | 0.134% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 53,818 | $1.26M | 2.7% | N/A | 0.081% | |
| 7/24/2025 | rebel Financial LLC | 267,556 | $6.29M | 2.9% | N/A | 0.404% | |
| 7/23/2025 | Tectonic Advisors LLC | 442,925 | $10.40M | 0.6% | +29.1% | 0.669% | |
| 7/23/2025 | Vontobel Holding Ltd. | 19,023 | $447K | 0.0% | -12.1% | 0.029% | |
| 7/22/2025 | Euro Pacific Asset Management LLC | 54,023 | $1.29M | 0.2% | -1.8% | 0.082% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 1,627,532 | $38.23M | 2.1% | +1.1% | 2.459% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 12,551 | $295K | 0.2% | -4.5% | 0.019% | |
| 7/21/2025 | Quent Capital LLC | 103,939 | $2.44M | 0.2% | -6.4% | 0.157% | |
| 7/18/2025 | Pure Financial Advisors LLC | 48,524 | $1.14M | 0.0% | -5.1% | 0.073% | |
| 7/17/2025 | Spartan Planning & Wealth Management | 176,993 | $4.16M | 3.6% | +64.6% | 0.267% | |
| 7/17/2025 | Fifth Third Securities Inc. | 19,101 | $449K | 0.0% | -28.1% | 0.029% | |
| 7/14/2025 | Golden State Equity Partners | 33,102 | $778K | 0.1% | -16.2% | 0.050% | |
| 7/11/2025 | Annex Advisory Services LLC | 3,130,772 | $73.54M | 1.8% | N/A | 4.787% | |
| 7/10/2025 | Worth Asset Management LLC | 31,420 | $738K | 0.4% | N/A | 0.048% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,730 | $227K | 0.0% | N/A | 0.015% | |
| 7/9/2025 | Baron Financial Group LLC | 112,126 | $2.63M | 1.5% | +4.7% | 0.171% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 226,378 | $5.32M | 3.5% | -0.7% | 0.346% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 10,747 | $253K | 0.0% | N/A | 0.017% | |
| 5/16/2025 | Jones Financial Companies Lllp | 369,949 | $8.09M | 0.0% | +544.1% | 0.587% | |
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| 5/14/2025 | RPg Family Wealth Advisory LLC | 350,163 | $7.66M | 2.2% | +1.9% | 0.728% | |
| 5/12/2025 | Covestor Ltd | 12,341 | $270K | 0.2% | -3.7% | 0.026% | |
| 5/1/2025 | Fifth Third Securities Inc. | 26,552 | $580K | 0.0% | -12.5% | 0.055% | |
| 4/28/2025 | First Horizon Advisors Inc. | 12,021 | $263K | 0.0% | -72.1% | 0.025% | |
| 4/4/2025 | Quent Capital LLC | 110,994 | $2.43M | 0.3% | +5.7% | 0.245% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 36,091 | $772K | 0.0% | +6.4% | 0.080% | |
| 2/17/2025 | Colonial Trust Co SC | 1,218 | $27K | 0.0% | -67.1% | 0.003% | |
| 2/17/2025 | Ameriprise Financial Inc. | 219,251 | $4.69M | 0.0% | +8.1% | 0.486% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,936 | $42K | 0.0% | -37.8% | 0.004% | |
| 2/13/2025 | Covestor Ltd | 12,821 | $274K | 0.2% | +4.0% | 0.028% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,435 | $266K | 0.0% | -7.8% | 0.028% | |
| 2/10/2025 | RPg Family Wealth Advisory LLC | 343,716 | $7.35M | 2.6% | -2.9% | 0.762% | |
| 2/7/2025 | United Community Bank | 5,354 | $115K | 0.0% | -13.3% | 0.012% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,588 | $34K | 0.0% | N/A | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 57,433 | $1.23M | 0.0% | +67.5% | 0.127% | |
| 2/3/2025 | First Horizon Advisors Inc. | 43,143 | $923K | 0.0% | +259.6% | 0.096% | |
| 2/3/2025 | Leuthold Group LLC | 394,371 | $8.44M | 1.0% | -3.9% | 0.874% | |
| 1/29/2025 | Quent Capital LLC | 105,036 | $2.25M | 0.2% | +49.5% | 0.227% | |
| 1/23/2025 | Strategic Wealth Investment Group LLC | 10,009 | $214K | 0.0% | N/A | 0.021% | |
| 1/23/2025 | Fifth Third Securities Inc. | 30,331 | $649K | 0.1% | +5.3% | 0.064% | |
| 1/22/2025 | Strategic Wealth Investment Group LLC | 10,009 | $214K | 0.0% | N/A | 0.021% | |
| 1/21/2025 | Euro Pacific Asset Management LLC | 56,818 | $1.23M | 0.3% | +1.3% | 0.119% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,486 | $315K | 0.0% | +21.7% | 0.031% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 354,070 | $8.27M | 2.4% | +2,309.8% | 0.812% | |
| 11/8/2024 | First Horizon Advisors Inc. | 11,998 | $280K | 0.0% | -24.9% | 0.027% | |
| 10/9/2024 | Money Design Co. Ltd. | 79,807 | $1.86M | 0.1% | -1.2% | 0.176% | |
| 8/12/2024 | Leuthold Group LLC | 413,245 | $8.86M | 1.0% | +0.2% | 1.049% | |
| 8/5/2024 | BTS Asset Management Inc. | 15,620 | $335K | 0.3% | +32.8% | 0.040% | |
| 7/15/2024 | Fifth Third Securities Inc. | 29,044 | $622K | 0.1% | +16.9% | 0.072% | |
| 5/11/2024 | Covestor Ltd | 10,521 | $234K | 0.1% | +10.9% | 0.026% | |
| 5/6/2024 | Leuthold Group LLC | 412,235 | $9.17M | 1.0% | -9.3% | 1.031% | |
| 5/3/2024 | United Community Bank | 3,877 | $86K | 0.0% | +27.5% | 0.010% | |
| 5/2/2024 | Quent Capital LLC | 72,559 | $1.61M | 0.2% | +5.3% | 0.181% | |
| 4/22/2024 | BTS Asset Management Inc. | 11,764 | $262K | 0.2% | +11.4% | 0.029% | |
| 3/4/2024 | Richardson Financial Services Inc. | 1,477 | $34K | 0.0% | N/A | 0.004% | |
| 2/15/2024 | Comerica Bank | 58,423 | $1.35M | 0.0% | +309.4% | 0.143% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 34,116 | $791K | 0.0% | -15.8% | 0.084% | |
| 2/13/2024 | Jones Financial Companies Lllp | 25,862 | $599K | 0.0% | -6.3% | 0.063% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 22,991 | $533K | 0.0% | N/A | 0.056% | |
| 2/6/2024 | Leuthold Group LLC | 454,432 | $10.53M | 1.3% | -20.5% | 1.114% | |
| 2/6/2024 | First Horizon Advisors Inc. | 92,034 | $2.13M | 0.1% | +582.1% | 0.226% | |
| 1/31/2024 | Euro Pacific Asset Management LLC | 51,261 | $1.21M | 0.3% | -5.1% | 0.126% | |
| 1/29/2024 | Tennessee Valley Asset Management Partners | 11,050 | $256K | 0.1% | N/A | 0.027% | |
| 1/29/2024 | Money Design Co. Ltd. | 139,460 | $3.23M | 0.2% | +2.1% | 0.342% | |
| 1/24/2024 | Tsfg LLC | 2,118 | $49K | 0.0% | -45.5% | 0.005% | |
| 1/19/2024 | Quent Capital LLC | 68,908 | $1.60M | 0.2% | -82.2% | 0.160% | |
| 1/18/2024 | BTS Asset Management Inc. | 10,561 | $245K | 0.2% | N/A | 0.024% | |
| 1/17/2024 | Fiduciary Alliance LLC | 9,468 | $219K | 0.0% | -18.8% | 0.021% | |
| 1/11/2024 | Worth Asset Management LLC | 9,957 | $231K | 0.2% | N/A | 0.022% | |
| 11/16/2023 | Blueprint Investment Partners LLC | 150,708 | $3.20M | 1.0% | +17.5% | 0.355% | |
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| 11/14/2023 | Jones Financial Companies Lllp | 27,588 | $586K | 0.0% | -11.1% | 0.067% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 489,983 | $10.41M | 0.0% | -43.8% | 1.186% | |
| 11/7/2023 | Leuthold Group LLC | 571,779 | $12.15M | 1.7% | -30.1% | 1.426% | |
| 11/6/2023 | Euro Pacific Asset Management LLC | 54,038 | $1.16M | 0.3% | +7.9% | 0.135% | |
| 10/30/2023 | Arete Wealth Advisors LLC | 12,187 | $259K | 0.0% | N/A | 0.030% | |
| 10/30/2023 | Money Design Co. Ltd. | 136,536 | $2.90M | 0.2% | +1.3% | 0.340% | |
| 10/27/2023 | First Horizon Advisors Inc. | 13,492 | $287K | 0.0% | -22.3% | 0.034% | |
| 10/18/2023 | Fiduciary Alliance LLC | 11,665 | $248K | 0.0% | +21.9% | 0.029% | |
| 10/17/2023 | Newbridge Financial Services Group Inc. | 1,179 | $25K | 0.0% | -35.0% | 0.003% | |
| 10/10/2023 | Quent Capital LLC | 386,258 | $8.20M | 1.3% | +8.0% | 0.983% | |
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