| 5/2/2025 | Kingsview Wealth Management LLC | 25,744 | $795K | 0.0% | N/A | 0.040% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 55,816 | $1.73M | 0.3% | +5.3% | 0.088% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 96,852 | $2.99M | 0.0% | +16.4% | 0.152% | |
| 5/1/2025 | Bleakley Financial Group LLC | 37,246 | $1.15M | 0.0% | +8.8% | 0.058% | |
| 5/1/2025 | A&I Financial Services LLC | 24,377 | $753K | 0.5% | +24.9% | 0.038% | |
| 5/1/2025 | CWM LLC | 5,441 | $168K | 0.0% | +365.0% | 0.009% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 17,291 | $534K | 0.1% | +34.0% | 0.027% | |
| 4/30/2025 | Seamount Financial Group Inc. | 45,110 | $1.39M | 0.9% | +4.6% | 0.077% | |
| 4/30/2025 | Allworth Financial LP | 1,480 | $46K | 0.0% | +136.4% | 0.003% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 8,806 | $272K | 0.0% | +23.7% | 0.015% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 12,334 | $381K | 0.0% | N/A | 0.021% | |
| 4/30/2025 | Synergy Investment Management LLC | 13,050 | $403K | 0.2% | +94.8% | 0.022% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 111,853 | $3.46M | 0.1% | +20.2% | 0.191% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,956,279 | $153.15M | 0.0% | +25.4% | 8.469% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 169,337 | $5.23M | 0.1% | +2.3% | 0.289% | |
| 4/29/2025 | World Investment Advisors | 36,655 | $1.13M | 0.0% | +46.0% | 0.063% | |
| 4/28/2025 | D.A. Davidson & CO. | 20,479 | $633K | 0.0% | +123.5% | 0.035% | |
| 4/28/2025 | Mutual Advisors LLC | 23,766 | $734K | 0.0% | N/A | 0.041% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 10,243 | $317K | 0.2% | +18.4% | 0.018% | |
| 4/28/2025 | Latitude Advisors LLC | 17,311 | $535K | 0.3% | N/A | 0.030% | |
| 4/28/2025 | Private Trust Co. NA | 12,129 | $375K | 0.0% | +33.3% | 0.021% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 42,641 | $1.32M | 0.1% | +64.7% | 0.073% | |
| 4/25/2025 | Westside Investment Management Inc. | 2,625 | $81K | 0.0% | +556.3% | 0.004% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 125,797 | $3.83M | 0.2% | +6.3% | 0.215% | |
| 4/25/2025 | Sovran Advisors LLC | 16,483 | $497K | 0.1% | N/A | 0.028% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 1,568,309 | $47.85M | 3.0% | +13.5% | 2.680% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 44,227 | $1.37M | 0.3% | +45.8% | 0.076% | |
| 4/23/2025 | International Assets Investment Management LLC | 13,368 | $413K | 0.0% | N/A | 0.023% | |
| 4/23/2025 | Valmark Advisers Inc. | 531,905 | $16.44M | 0.2% | +13.3% | 0.909% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 604,476 | $18.68M | 0.1% | +24.8% | 1.033% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 147,022 | $4.39M | 1.8% | N/A | 0.251% | |
| 4/21/2025 | ORG Partners LLC | 1,231 | $38K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 68,499 | $2.14M | 2.3% | -51.8% | 0.117% | |
| 4/21/2025 | LongView Wealth Management | 53,092 | $1.64M | 0.5% | +28.2% | 0.091% | |
| 4/21/2025 | CLG LLC | 16,884 | $522K | 0.2% | -7.3% | 0.029% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 200,901 | $6.21M | 0.0% | +7.4% | 0.343% | |
| 4/17/2025 | Signature Wealth Management Group | 21,250 | $657K | 0.3% | N/A | 0.036% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 35,922 | $1.11M | 0.0% | +322.6% | 0.061% | |
| 4/17/2025 | Sowell Financial Services LLC | 9,819 | $303K | 0.0% | N/A | 0.017% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 155,619 | $4.81M | 0.0% | +3.0% | 0.266% | |
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| 4/17/2025 | Dynamic Advisor Solutions LLC | 55,028 | $1.70M | 0.1% | +8.8% | 0.094% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 106,641 | $3.30M | 0.0% | -11.3% | 0.182% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 42,105 | $1.30M | 0.6% | +50.5% | 0.072% | |
| 4/15/2025 | Simplicity Wealth LLC | 17,023 | $526K | 0.0% | N/A | 0.029% | |
| 4/14/2025 | Park Avenue Securities LLC | 17,766 | $549K | 0.0% | +4.0% | 0.030% | |
| 4/14/2025 | NavPoint Financial Inc. | 8,187 | $253K | 0.2% | N/A | 0.014% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 22,745 | $703K | 0.1% | +47.8% | 0.039% | |
| 4/9/2025 | RFG Advisory LLC | 13,673 | $422K | 0.0% | +10.4% | 0.023% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 133,043 | $4.11M | 3.4% | N/A | 0.227% | |
| 4/9/2025 | Merit Financial Group LLC | 59,152 | $1.83M | 0.0% | N/A | 0.101% | |
| 4/9/2025 | Sweeney & Michel LLC | 266,958 | $8.25M | 3.3% | N/A | 0.456% | |
| 4/8/2025 | Rothschild Investment LLC | 496,780 | $15.35M | 1.0% | +28.2% | 0.867% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,178 | $35K | 0.0% | N/A | 0.002% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 120,173 | $3.56M | 0.0% | +25.9% | 0.219% | |
| 3/12/2025 | Centaurus Financial Inc. | 5,689 | $169K | 0.0% | N/A | 0.010% | |
| 2/26/2025 | Capital A Wealth Management LLC | 832 | $25K | 0.0% | N/A | 0.007% | |
| 2/18/2025 | GTS Securities LLC | 14,402 | $427K | 0.0% | N/A | 0.124% | |
| 2/18/2025 | Continuum Advisory LLC | 12,070 | $358K | 0.0% | -8.6% | 0.104% | |
| 2/17/2025 | Royal Bank of Canada | 1,007,708 | $29.87M | 0.0% | +270.9% | 8.687% | |
| 2/17/2025 | Cetera Investment Advisers | 1,190,512 | $35.29M | 0.1% | +34.8% | 10.263% | |
| 2/17/2025 | Citadel Advisors LLC | 7,755 | $230K | 0.0% | N/A | 0.067% | |
| 2/17/2025 | Captrust Financial Advisors | 142,804 | $4.23M | 0.0% | +19.2% | 1.231% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 243,233 | $7.21M | 0.2% | N/A | 2.097% | |
| 2/17/2025 | Baird Financial Group Inc. | 64,356 | $1.91M | 0.0% | +29.8% | 0.555% | |
| 2/17/2025 | Benjamin Edwards Inc. | 192,278 | $5.70M | 0.1% | +33.6% | 1.658% | |
| 2/17/2025 | Aspire Growth Partners LLC | 14,063 | $417K | 0.4% | N/A | 0.121% | |
| 2/14/2025 | Jane Street Group LLC | 367,097 | $10.88M | 0.0% | +0.3% | 3.165% | |
| 2/14/2025 | Comerica Bank | 49,529 | $1.47M | 0.0% | +2,813.5% | 0.427% | |
| 2/14/2025 | Berger Financial Group Inc | 7,697 | $228K | 0.0% | N/A | 0.066% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 27,181 | $806K | 0.0% | N/A | 0.234% | |
| 2/14/2025 | Stifel Financial Corp | 172,817 | $5.12M | 0.0% | +4.0% | 1.490% | |
| 2/14/2025 | MML Investors Services LLC | 927,004 | $27.48M | 0.1% | +55.9% | 7.991% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 42,057 | $1.28M | 0.1% | +4.7% | 0.363% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 2,795,089 | $82.85M | 0.8% | +62.1% | 24.096% | |
| 2/14/2025 | Capital International Investors | 17,654,280 | $523.27M | 0.1% | +2.3% | 152.192% | |
| 2/13/2025 | NewEdge Advisors LLC | 25,656 | $760K | 0.0% | +7.6% | 0.221% | |
| 2/13/2025 | Entruity Wealth LLC | 83,815 | $2.48M | 2.5% | N/A | 0.723% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 8,500 | $252K | 0.0% | N/A | 0.073% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,437,846 | $42.62M | 0.0% | N/A | 12.395% | |
| 2/13/2025 | Titleist Asset Management LLC | 9,999 | $296K | 0.0% | N/A | 0.086% | |
| 2/13/2025 | Wedbush Securities Inc. | 31,204 | $925K | 0.0% | +95.8% | 0.269% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 3,951,568 | $117.12M | 0.0% | +28.8% | 34.065% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 28,635 | $849K | 0.1% | N/A | 0.247% | |
| 2/12/2025 | World Investment Advisors | 25,110 | $744K | 0.0% | -3.1% | 0.216% | |
| 2/12/2025 | OLD Mission Capital LLC | 82,910 | $2.46M | 0.0% | -53.0% | 0.715% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 121,869 | $3.61M | 0.0% | +12.0% | 1.051% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,150 | $34K | 0.0% | +53.1% | 0.010% | |
| 2/11/2025 | LPL Financial LLC | 1,421,055 | $42.12M | 0.0% | +34.7% | 12.250% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 5,883 | $174K | 0.0% | -8.2% | 0.051% | |
| 2/10/2025 | Harbour Investments Inc. | 79,380 | $2.35M | 0.1% | +11.6% | 0.684% | |
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| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 187,117 | $5.55M | 0.0% | +16.1% | 1.613% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,094,056 | $32.43M | 0.0% | +10.0% | 9.432% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 55,144 | $1.63M | 0.0% | +179.5% | 0.475% | |
| 2/7/2025 | PFG Advisors | 18,436 | $546K | 0.0% | +25.4% | 0.159% | |
| 2/7/2025 | HighTower Advisors LLC | 46,501 | $1.38M | 0.0% | +6.1% | 0.401% | |
| 2/7/2025 | Independent Advisor Alliance | 16,341 | $484K | 0.0% | N/A | 0.141% | |
| 2/7/2025 | Oak Hill Wealth Advisors LLC | 30,339 | $899K | 0.2% | -399.0% | 0.262% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 307,094 | $9.10M | 0.3% | +15.3% | 2.647% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,437,846 | $42.62M | 0.0% | N/A | 12.395% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 83,213 | $2.47M | 0.0% | +17.0% | 0.717% | |
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