| 6/2/2025 | Modern Wealth Management LLC | 26,230 | $703K | 0.0% | +179.2% | 0.022% | |
| 5/28/2025 | Intrua Financial LLC | 9,177 | $246K | 0.0% | N/A | 0.008% | |
| 5/27/2025 | Jacobi Capital Management LLC | 333,944 | $8.96M | 0.7% | +11.3% | 0.285% | |
| 5/21/2025 | Main Line Retirement Advisors LLC | 74,808 | $2.01M | 1.3% | +1.4% | 0.064% | |
| 5/21/2025 | Beacon Capital Management Inc. | 120,000 | $3.19M | 0.2% | N/A | 0.103% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 34,202 | $917K | 0.0% | N/A | 0.029% | |
| 5/20/2025 | Belpointe Asset Management LLC | 41,002 | $1.10M | 0.1% | +3.1% | 0.035% | |
| 5/19/2025 | Jane Street Group LLC | 228,094 | $6.12M | 0.0% | +23.6% | 0.195% | |
| 5/16/2025 | Ascent Group LLC | 21,454 | $575K | 0.0% | +6.0% | 0.018% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 12,946 | $347K | 0.0% | N/A | 0.011% | |
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| 5/16/2025 | Ashton Thomas Private Wealth LLC | 115,766 | $3.11M | 0.1% | +23.5% | 0.099% | |
| 5/16/2025 | Jones Financial Companies Lllp | 708,957 | $19.36M | 0.0% | +55.6% | 0.606% | |
| 5/16/2025 | NewEdge Advisors LLC | 60,064 | $1.61M | 0.0% | +31.1% | 0.051% | |
| 5/15/2025 | Royal Bank of Canada | 620,848 | $16.65M | 0.0% | +10.8% | 0.550% | |
| 5/15/2025 | Betterment LLC | 114,470 | $3.07M | 0.0% | +2.0% | 0.101% | |
| 5/15/2025 | Baird Financial Group Inc. | 189,474 | $5.08M | 0.0% | +73.2% | 0.168% | |
| 5/15/2025 | OLD Mission Capital LLC | 29,869 | $801K | 0.0% | -76.6% | 0.026% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 319,036 | $8.56M | 1.2% | +15.1% | 0.283% | |
| 5/14/2025 | Envision Financial Planning LLC | 40,084 | $1.08M | 0.5% | +4.5% | 0.036% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 11,680 | $313K | 0.2% | N/A | 0.010% | |
| 5/14/2025 | Comerica Bank | 71,263 | $1.91M | 0.0% | +1.1% | 0.063% | |
| 5/14/2025 | Freedom Investment Management Inc. | 9,726 | $261K | 0.0% | -9.3% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,663,217 | $98.25M | 0.1% | +40.4% | 3.246% | |
| 5/14/2025 | Kestra Advisory Services LLC | 105,139 | $2.82M | 0.0% | -20.3% | 0.093% | |
| 5/14/2025 | CW Advisors LLC | 21,095 | $566K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Capital Analysts LLC | 116,898 | $3.14M | 0.1% | +137.0% | 0.104% | |
| 5/13/2025 | Elequin Capital LP | 48,924 | $1.31M | 0.2% | +1,205.3% | 0.043% | |
| 5/13/2025 | Raymond James Financial Inc. | 791,591 | $21.23M | 0.0% | +89.7% | 0.701% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 19,600 | $526K | 0.0% | +17.4% | 0.017% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 50,388 | $1.35M | 0.1% | +79.7% | 0.045% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 921,729 | $24.72M | 0.6% | +5.6% | 0.817% | |
| 5/13/2025 | HighTower Advisors LLC | 14,485 | $389K | 0.0% | -7.9% | 0.013% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 37,396 | $1.00M | 0.5% | +17.4% | 0.033% | |
| 5/12/2025 | Meridian Wealth Management LLC | 21,520 | $577K | 0.0% | N/A | 0.019% | |
| 5/12/2025 | Maia Wealth LLC | 10,042 | $264K | 0.1% | -34.3% | 0.009% | |
| 5/12/2025 | Robinson Smith Wealth Advisors LLC | 219,978 | $5.90M | 4.9% | +10.5% | 0.195% | |
| 5/12/2025 | Benjamin Edwards Inc. | 174,299 | $4.68M | 0.1% | +4.5% | 0.154% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 257,096 | $6.91M | 0.1% | +15.0% | 0.228% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 29,732 | $797K | 0.0% | +52.9% | 0.026% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 2,074,151 | $55.63M | 0.1% | +5.6% | 1.838% | |
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| 5/9/2025 | PNC Financial Services Group Inc. | 20,468 | $549K | 0.0% | N/A | 0.018% | |
| 5/8/2025 | IFG Advisory LLC | 33,445 | $897K | 0.0% | +2.0% | 0.030% | |
| 5/8/2025 | Harbour Investments Inc. | 43,277 | $1.16M | 0.0% | -6.2% | 0.038% | |
| 5/8/2025 | Entruity Wealth LLC | 47,697 | $1.28M | 1.2% | -1.5% | 0.042% | |
| 5/7/2025 | LPL Financial LLC | 2,984,823 | $80.05M | 0.0% | +21.0% | 2.645% | |
| 5/7/2025 | Inspire Advisors LLC | 78,283 | $2.10M | 0.2% | -0.7% | 0.069% | |
| 5/6/2025 | Assetmark Inc. | 831,795 | $22.31M | 0.1% | +8.7% | 0.737% | |
| 5/6/2025 | Cetera Investment Advisers | 2,575,859 | $69.09M | 0.1% | +11.2% | 2.282% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 66,556 | $1.79M | 0.0% | +13.4% | 0.059% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 89,378 | $2.40M | 0.7% | +37.4% | 0.079% | |
| 5/6/2025 | Wedbush Securities Inc. | 51,529 | $1.38M | 0.1% | +1.3% | 0.046% | |
| 5/6/2025 | Venturi Wealth Management LLC | 818,109 | $21.94M | 1.1% | +6.5% | 0.725% | |
| 5/5/2025 | Souders Financial Advisors | 43,880 | $1.18M | 0.2% | -4.3% | 0.039% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 123,033 | $3.30M | 1.7% | -11.1% | 0.109% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 34,617 | $928K | 0.0% | N/A | 0.031% | |
| 5/5/2025 | WNY Asset Management LLC | 211,598 | $5.68M | 0.7% | +8.7% | 0.187% | |
| 5/5/2025 | IFP Advisors Inc | 11,337 | $304K | 0.0% | +5.2% | 0.010% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 26,683 | $716K | 0.0% | +32.4% | 0.024% | |
| 5/5/2025 | Private Advisor Group LLC | 464,408 | $12.46M | 0.1% | +12.8% | 0.411% | |
| 5/5/2025 | Nwam LLC | 17,708 | $475K | 0.0% | +27.3% | 0.016% | |
| 5/2/2025 | Carson Advisory Inc. | 7,564 | $203K | 0.1% | N/A | 0.007% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 33,890 | $909K | 0.0% | +624.3% | 0.030% | |
| 5/2/2025 | Larson Financial Group LLC | 20,306 | $545K | 0.0% | N/A | 0.018% | |
| 5/2/2025 | Landmark Wealth Management LLC | 113,942 | $3.06M | 1.3% | +11.8% | 0.101% | |
| 5/2/2025 | Sigma Planning Corp | 14,603 | $392K | 0.0% | +15.2% | 0.013% | |
| 5/1/2025 | CWM LLC | 61,417 | $1.65M | 0.0% | +1.6% | 0.054% | |
| 5/1/2025 | Stephens Inc. AR | 55,085 | $1.48M | 0.0% | +17.6% | 0.049% | |
| 5/1/2025 | American Financial Advisors LLC | 21,649 | $581K | 0.1% | +21.5% | 0.019% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 14,333 | $384K | 0.1% | +24.6% | 0.013% | |
| 4/30/2025 | Seamount Financial Group Inc. | 12,123 | $325K | 0.2% | +7.6% | 0.011% | |
| 4/30/2025 | Cerity Partners LLC | 59,769 | $1.60M | 0.0% | +0.7% | 0.053% | |
| 4/30/2025 | Allworth Financial LP | 25,327 | $669K | 0.0% | +1.8% | 0.022% | |
| 4/30/2025 | Synergy Investment Management LLC | 14,700 | $394K | 0.2% | N/A | 0.013% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 133,281 | $3.58M | 0.1% | +7.7% | 0.118% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 24,009 | $644K | 0.2% | +38.8% | 0.021% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 7,406,932 | $198.65M | 0.1% | +8.6% | 6.563% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 62,070 | $1.67M | 0.3% | -1.6% | 0.055% | |
| 4/29/2025 | Capital & Planning LLC | 228,727 | $6.13M | 4.6% | +12.5% | 0.195% | |
| 4/29/2025 | World Investment Advisors | 148,518 | $3.98M | 0.1% | +2.4% | 0.132% | |
| 4/29/2025 | Royal Harbor Partners LLC | 284,521 | $7.63M | 3.0% | -0.4% | 0.252% | |
| 4/28/2025 | Mutual Advisors LLC | 136,806 | $3.63M | 0.1% | +4.9% | 0.121% | |
| 4/28/2025 | Gutierrez Wealth Advisory LLC | 336,418 | $9.02M | 7.3% | +12.9% | 0.298% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 11,430 | $307K | 0.2% | -3.4% | 0.010% | |
| 4/28/2025 | Latitude Advisors LLC | 7,815 | $210K | 0.1% | N/A | 0.007% | |
| 4/28/2025 | Novem Group | 81,084 | $2.18M | 0.3% | +47.7% | 0.072% | |
| 4/28/2025 | Private Trust Co. NA | 14,496 | $389K | 0.0% | +121.6% | 0.013% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 190,196 | $5.10M | 0.4% | -0.5% | 0.169% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 11,427 | $307K | 0.0% | -4.1% | 0.010% | |
| 4/25/2025 | Sovran Advisors LLC | 34,327 | $906K | 0.1% | +22.4% | 0.030% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 117,686 | $3.16M | 0.6% | N/A | 0.104% | |
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| 4/24/2025 | Golden State Wealth Management LLC | 3,391 | $91K | 0.0% | +37.5% | 0.003% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 703,135 | $18.51M | 1.2% | +12.5% | 0.623% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 209,814 | $5.63M | 5.0% | N/A | 0.186% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 81,664 | $2.19M | 0.5% | +111.4% | 0.073% | |
| 4/23/2025 | Western Wealth Management LLC | 15,904 | $427K | 0.0% | +15.0% | 0.014% | |
| 4/23/2025 | Golden State Wealth Management LLC | 6,781 | $182K | 0.0% | +175.0% | 0.006% | |
| 4/23/2025 | Valmark Advisers Inc. | 45,844 | $1.23M | 0.0% | +16.0% | 0.041% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 108,531 | $2.91M | 2.1% | +14.5% | 0.098% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 49,555 | $1.33M | 0.3% | N/A | 0.045% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 34,324 | $921K | 0.0% | +9.5% | 0.031% | |
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