| 5/22/2025 | Mattson Financial Services LLC | 2,905 | $153K | 0.0% | +17.8% | 0.014% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 119,467 | $6.31M | 0.2% | +1,146.5% | 0.589% | |
| 5/20/2025 | Integrity Alliance LLC. | 80,931 | $4.28M | 0.2% | N/A | 0.399% | |
| 5/19/2025 | Jane Street Group LLC | 96,379 | $5.09M | 0.0% | -13.0% | 0.475% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 28,615 | $1.51M | 0.1% | +2.4% | 0.141% | |
| 5/16/2025 | NewEdge Advisors LLC | 19,673 | $1.04M | 0.0% | +264.4% | 0.100% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 185,344 | $9.79M | 0.1% | N/A | 0.941% | |
| 5/16/2025 | Curi RMB Capital LLC | 162,657 | $8.60M | 0.2% | +1.4% | 0.826% | |
| 5/16/2025 | Ancora Advisors LLC | 61,855 | $3.27M | 0.1% | -2.4% | 0.314% | |
| 5/15/2025 | Royal Bank of Canada | 9,046 | $478K | 0.0% | -79.8% | 0.046% | |
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| 5/15/2025 | MAI Capital Management | 7,234 | $382K | 0.0% | +498.8% | 0.037% | |
| 5/14/2025 | Piedmont Capital Management LLC | 44,604 | $2.31M | 1.6% | +14.6% | 0.226% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 6,834 | $361K | 0.0% | N/A | 0.035% | |
| 5/14/2025 | Mosaic Financial Group LLC | 5,299 | $280K | 0.2% | N/A | 0.027% | |
| 5/14/2025 | Integras Partners LLC | 141,954 | $7.50M | 6.8% | +5.4% | 0.721% | |
| 5/14/2025 | TFB Advisors LLC | 6,151 | $325K | 0.1% | +11.0% | 0.031% | |
| 5/13/2025 | Global View Capital Management LLC | 9,472 | $500K | 0.2% | -16.4% | 0.048% | |
| 5/13/2025 | CacheTech Inc. | 26,280 | $1.39M | 0.3% | +3.5% | 0.133% | |
| 5/13/2025 | Adams Wealth Management | 26,280 | $1.39M | 0.3% | +3.5% | 0.133% | |
| 5/13/2025 | Trivium Point Advisory LLC | 12,845 | $679K | 0.1% | +55.0% | 0.065% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 97,981 | $5.18M | 0.0% | N/A | 0.497% | |
| 5/13/2025 | HighTower Advisors LLC | 261,035 | $13.79M | 0.0% | +12.9% | 1.325% | |
| 5/12/2025 | Townsquare Capital LLC | 38,308 | $2.02M | 0.0% | N/A | 0.194% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 10,166 | $537K | 0.2% | -8.3% | 0.052% | |
| 5/12/2025 | AlphaCore Capital LLC | 9,440 | $499K | 0.0% | N/A | 0.048% | |
| 5/12/2025 | WealthPLAN Partners LLC | 192,958 | $10.20M | 1.4% | +16.6% | 0.979% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 258,292 | $13.65M | 1.3% | -0.5% | 1.311% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 11,290 | $597K | 0.0% | +4.1% | 0.057% | |
| 5/8/2025 | US Bancorp DE | 17,837 | $943K | 0.0% | N/A | 0.091% | |
| 5/8/2025 | Harbour Investments Inc. | 5,185 | $274K | 0.0% | +812.9% | 0.026% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,011 | $476K | 0.0% | +21.1% | 0.046% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 121,966 | $6.45M | 0.2% | +1,172.6% | 0.619% | |
| 5/7/2025 | Financial Management Network Inc. | 80,644 | $4.20M | 0.9% | +7.1% | 0.409% | |
| 5/7/2025 | Maridea Wealth Management LLC | 133,812 | $7.07M | 2.3% | -22.5% | 0.679% | |
| 5/7/2025 | LPL Financial LLC | 1,283,259 | $67.81M | 0.0% | +50.0% | 6.514% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 7,407 | $391K | 0.0% | +65.9% | 0.038% | |
| 5/6/2025 | Advisor OS LLC | 28,996 | $1.53M | 0.2% | +12.1% | 0.147% | |
| 5/6/2025 | Black Swift Group LLC | 30,585 | $1.62M | 0.4% | -6.8% | 0.155% | |
| 5/6/2025 | AE Wealth Management LLC | 222,923 | $11.78M | 0.1% | -0.9% | 1.132% | |
| 5/6/2025 | Summit Wealth Partners LLC | 9,133 | $483K | 0.1% | N/A | 0.046% | |
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| 5/6/2025 | Richardson Financial Services Inc. | 524 | $28K | 0.0% | N/A | 0.003% | |
| 5/6/2025 | Proficio Capital Partners LLC | 173,510 | $9.17M | 0.7% | N/A | 0.881% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 139,301 | $7.36M | 0.2% | +287.8% | 0.707% | |
| 5/5/2025 | IFP Advisors Inc | 9,559 | $505K | 0.0% | +19.7% | 0.049% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 1,675 | $89K | 0.0% | +51.7% | 0.009% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 34,403 | $1.82M | 0.6% | -18.9% | 0.175% | |
| 5/5/2025 | Private Advisor Group LLC | 13,661 | $722K | 0.0% | -9.9% | 0.069% | |
| 5/2/2025 | Allen Capital Group LLC | 32,455 | $1.72M | 0.2% | +9.6% | 0.165% | |
| 5/2/2025 | Lokken Investment Group LLC | 138,581 | $7.32M | 3.1% | +8.3% | 0.703% | |
| 5/2/2025 | Sigma Planning Corp | 4,722 | $250K | 0.0% | N/A | 0.024% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 5,606 | $296K | 0.3% | +21.8% | 0.028% | |
| 5/1/2025 | Fulcrum Equity Management | 5,478 | $289K | 0.3% | -12.0% | 0.028% | |
| 5/1/2025 | WESPAC Advisors LLC | 59,799 | $3.16M | 2.6% | +12.6% | 0.304% | |
| 4/30/2025 | Allworth Financial LP | 2,602 | $137K | 0.0% | N/A | 0.013% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 14,858 | $785K | 0.0% | +16.9% | 0.075% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 29,211 | $1.55M | 0.0% | N/A | 0.148% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 622 | $33K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 485,336 | $25.65M | 0.0% | +601.6% | 2.464% | |
| 4/29/2025 | Wayfinding Financial LLC | 87,627 | $4.63M | 2.0% | N/A | 0.445% | |
| 4/29/2025 | Brookstone Capital Management | 299,903 | $15.85M | 0.2% | +31.3% | 1.522% | |
| 4/28/2025 | Mutual Advisors LLC | 27,060 | $1.42M | 0.0% | +19.3% | 0.137% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 55,404 | $2.93M | 1.3% | +5.7% | 0.281% | |
| 4/28/2025 | TCP Asset Management LLC | 33,965 | $1.80M | 0.4% | +53.7% | 0.172% | |
| 4/28/2025 | Rovin Capital UT ADV | 14,787 | $781K | 0.3% | N/A | 0.075% | |
| 4/25/2025 | Deseret Mutual Benefit Administrators | 171,701 | $9.07M | 4.5% | +125.6% | 0.872% | |
| 4/25/2025 | Trademark Financial Management LLC | 88,927 | $4.70M | 3.6% | +26.1% | 0.451% | |
| 4/25/2025 | K.J. Harrison & Partners Inc | 6,471 | $342K | 0.1% | N/A | 0.033% | |
| 4/24/2025 | CWC Advisors LLC. | 124,659 | $6.59M | 3.7% | N/A | 0.633% | |
| 4/24/2025 | Sunbelt Securities Inc. | 3,717 | $196K | 0.0% | -19.5% | 0.019% | |
| 4/23/2025 | Balefire LLC | 24,922 | $1.32M | 0.5% | -36.3% | 0.130% | |
| 4/23/2025 | Ferguson Shapiro LLC | 163,010 | $8.61M | 3.2% | +68.6% | 0.849% | |
| 4/23/2025 | Independence Asset Advisors LLC | 169,808 | $8.97M | 29.1% | +1,751.4% | 0.884% | |
| 4/23/2025 | Sheets Smith Wealth Management | 4,800 | $254K | 0.0% | +6.7% | 0.025% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,916 | $5.28M | 0.0% | +428.2% | 0.520% | |
| 4/22/2025 | Castleview Partners LLC | 43,769 | $2.31M | 1.6% | +15.7% | 0.228% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 36,101 | $1.91M | 0.0% | +118.6% | 0.188% | |
| 4/21/2025 | LifeWealth Investments LLC | 5,980 | $316K | 0.1% | N/A | 0.031% | |
| 4/18/2025 | Optivise Advisory Services LLC | 10,582 | $559K | 0.3% | N/A | 0.055% | |
| 4/15/2025 | Chris Bulman Inc | 9,214 | $487K | 0.3% | -3.9% | 0.048% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 636,442 | $33.63M | 4.5% | -32.6% | 3.315% | |
| 4/15/2025 | Simplicity Wealth LLC | 4,934 | $261K | 0.0% | N/A | 0.026% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 4,287 | $227K | 0.0% | -6.8% | 0.022% | |
| 4/14/2025 | Portside Wealth Group LLC | 4,486 | $237K | 0.0% | N/A | 0.023% | |
| 4/14/2025 | Capital Investment Advisors LLC | 1,122,520 | $59.31M | 1.2% | +21.2% | 5.846% | |
| 4/10/2025 | Sugar Maple Asset Management LLC | 70,256 | $3.71M | 2.9% | +12.4% | 0.366% | |
| 4/10/2025 | Cathy Pareto & Associates Inc. | 14,925 | $789K | 0.7% | N/A | 0.078% | |
| 4/10/2025 | Iams Wealth Management LLC | 12,986 | $686K | 0.3% | +22.3% | 0.068% | |
| 4/9/2025 | Milestone Asset Management LLC | 18,178 | $961K | 0.2% | -9.1% | 0.095% | |
| 4/9/2025 | Gradient Investments LLC | 275,605 | $14.56M | 0.3% | +6.6% | 1.435% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 9,969 | $527K | 0.2% | +106.3% | 0.052% | |
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| 3/24/2025 | Fulcrum Equity Management | 6,228 | $329K | 0.3% | -48.4% | 0.033% | |
| 3/10/2025 | Mattson Financial Services LLC | 2,465 | $131K | 0.0% | +44.3% | 0.014% | |
| 3/6/2025 | IronOak Wealth LLC. | 60,332 | $3.18M | 3.6% | N/A | 0.341% | |
| 2/28/2025 | Park Square Financial Group LLC | 2,669 | $141K | 0.1% | N/A | 0.044% | |
| 2/19/2025 | Richmond Investment Services LLC | 19,850 | $1.05M | 0.6% | N/A | 0.325% | |
| 2/18/2025 | Sunbelt Securities Inc. | 4,618 | $244K | 0.0% | -54.1% | 0.076% | |
| 2/18/2025 | GTS Securities LLC | 8,906 | $470K | 0.0% | N/A | 0.146% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 7,917 | $418K | 0.2% | +3.9% | 0.130% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 58,175 | $3.07M | 2.2% | N/A | 0.954% | |
| 2/17/2025 | Waverly Advisors LLC | 9,444 | $498K | 0.0% | +20.0% | 0.155% | |
