| 8/8/2025 | Rockefeller Capital Management L.P. | 29,765 | $2.37M | 0.0% | +0.5% | 0.172% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 48,196 | $3.83M | 0.0% | +4.6% | 0.279% | |
| 8/8/2025 | Cetera Investment Advisers | 353,057 | $28.08M | 0.0% | -0.1% | 2.041% | |
| 8/8/2025 | Creative Planning | 34,600 | $2.75M | 0.0% | -0.6% | 0.200% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 82,618 | $6.57M | 0.1% | +9.9% | 0.478% | |
| 8/8/2025 | Clearstead Trust LLC | 1,369 | $109K | 0.0% | N/A | 0.008% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,672 | $292K | 0.0% | +54.0% | 0.021% | |
| 8/7/2025 | Verus Capital Partners LLC | 19,110 | $1.52M | 0.1% | +6.5% | 0.110% | |
| 8/7/2025 | Allworth Financial LP | 2,456 | $195K | 0.0% | +2,284.5% | 0.014% | |
| 8/7/2025 | BOK Financial Private Wealth Inc. | 697 | $55K | 0.0% | +62.9% | 0.004% | |
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| 8/7/2025 | Midwest Trust Co | 4,136 | $329K | 0.0% | N/A | 0.024% | |
| 8/6/2025 | AE Wealth Management LLC | 1,402 | $111K | 0.0% | +12.1% | 0.008% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 112,594 | $8.95M | 0.1% | +152.5% | 0.651% | |
| 8/5/2025 | Blue Barn Wealth LLC | 2,839 | $226K | 0.1% | -12.0% | 0.016% | |
| 8/5/2025 | Key Financial Inc | 7,943 | $632K | 0.1% | -15.8% | 0.046% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 4,788 | $381K | 0.0% | -7.9% | 0.028% | |
| 8/4/2025 | Atria Investments Inc | 68,135 | $5.42M | 0.1% | +6.2% | 0.394% | |
| 8/4/2025 | Assetmark Inc. | 13,622 | $1.08M | 0.0% | +718.6% | 0.079% | |
| 8/4/2025 | Spire Wealth Management | 10,321 | $821K | 0.0% | -16.7% | 0.060% | |
| 8/4/2025 | Arkadios Wealth Advisors | 6,213 | $494K | 0.0% | +12.5% | 0.036% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 58,188 | $4.63M | 0.0% | +18.7% | 0.336% | |
| 7/30/2025 | Sonata Capital Group Inc. | 19,399 | $1.54M | 0.6% | -2.8% | 0.112% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 3,654 | $291K | 0.0% | -7.6% | 0.021% | |
| 7/30/2025 | Brookstone Capital Management | 5,587 | $444K | 0.0% | -27.8% | 0.032% | |
| 7/30/2025 | Pittenger & Anderson Inc. | 2,555 | $203K | 0.0% | -36.0% | 0.015% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 17,958 | $1.43M | 0.0% | +4.5% | 0.104% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 4,305 | $342K | 0.1% | -82.8% | 0.025% | |
| 7/28/2025 | RMR Capital Management LLC | 6,171 | $491K | 0.4% | -35.4% | 0.036% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 10,255 | $830K | 0.0% | -23.6% | 0.059% | |
| 7/25/2025 | CWM LLC | 43,165 | $3.43M | 0.0% | +119.8% | 0.250% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 12,363 | $983K | 0.1% | -14.2% | 0.071% | |
| 7/24/2025 | Vantage Point Financial LLC | 4,367 | $347K | 0.2% | -9.2% | 0.025% | |
| 7/23/2025 | 626 Financial LLC | 310,011 | $24.65M | 11.5% | -0.9% | 1.792% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,655 | $688K | 0.0% | -82.8% | 0.050% | |
| 7/22/2025 | MGO Private Wealth LLC | 14,070 | $1.12M | 0.7% | -9.6% | 0.081% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 318 | $25K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Hilltop National Bank | 986 | $78K | 0.0% | N/A | 0.006% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 3,296 | $262K | 0.2% | -9.0% | 0.019% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,395 | $906K | 0.0% | +6.1% | 0.066% | |
| 7/16/2025 | Kendall Capital Management | 4,080 | $324K | 0.1% | -50.0% | 0.024% | |
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| 7/15/2025 | Maseco LLP | 552 | $44K | 0.0% | N/A | 0.003% | |
| 7/15/2025 | Revisor Wealth Management LLC | 8,887 | $720K | 0.3% | -5.0% | 0.051% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 3,623 | $292K | 0.1% | -52.2% | 0.021% | |
| 7/14/2025 | Park Avenue Securities LLC | 10,852 | $863K | 0.0% | -3.7% | 0.063% | |
| 7/11/2025 | My Legacy Advisors LLC | 8,855 | $717K | 0.3% | -8.7% | 0.051% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 908 | $72K | 0.1% | N/A | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,415 | $1.81M | 0.0% | +30.8% | 0.130% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 31,590 | $2.51M | 0.9% | -4.3% | 0.183% | |
| 7/10/2025 | Tompkins Financial Corp | 705 | $56K | 0.0% | -26.9% | 0.004% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 10,783 | $857K | 0.1% | +5.3% | 0.062% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 3,395 | $270K | 0.0% | N/A | 0.020% | |
| 7/9/2025 | Epiq Partners LLC | 3,000 | $239K | 0.1% | -16.7% | 0.017% | |
| 7/9/2025 | Sandy Cove Advisors LLC | 5,166 | $411K | 0.1% | -4.2% | 0.030% | |
| 7/8/2025 | Melone Private Wealth LLC | 124,971 | $9.87M | 5.1% | +2.1% | 0.722% | |
| 7/8/2025 | NBC Securities Inc. | 14,534 | $1.16M | 0.1% | -3.6% | 0.084% | |
| 7/3/2025 | Arvest Investments Inc. | 5,022 | $399K | 0.1% | -72.8% | 0.029% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,932 | $610K | 0.0% | -22.0% | 0.046% | |
| 5/20/2025 | Belpointe Asset Management LLC | 50,367 | $3.88M | 0.2% | +816.1% | 0.290% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,932 | $610K | 0.0% | -22.0% | 0.045% | |
| 5/16/2025 | Jones Financial Companies Lllp | 572 | $44K | 0.0% | -80.0% | 0.003% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 4,190 | $312K | 0.1% | +30.2% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,532 | $426K | 0.0% | -3.2% | 0.031% | |
| 5/15/2025 | Royal Bank of Canada | 63,435 | $4.88M | 0.0% | +0.3% | 0.357% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 276,289 | $21.26M | 1.1% | -15.7% | 1.557% | |
| 5/14/2025 | Kestra Advisory Services LLC | 134,035 | $10.31M | 0.0% | +27.9% | 0.755% | |
| 5/14/2025 | Vertex Planning Partners LLC | 93,383 | $7.19M | 1.6% | +2.5% | 0.526% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 49,424 | $3.80M | 0.0% | +0.3% | 0.278% | |
| 5/13/2025 | Raymond James Financial Inc. | 210,474 | $16.20M | 0.0% | +10.9% | 1.186% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 44,594 | $3.43M | 0.1% | N/A | 0.251% | |
| 5/13/2025 | HighTower Advisors LLC | 196,470 | $15.12M | 0.0% | +0.3% | 1.107% | |
| 5/12/2025 | Lcnb Corp | 24,967 | $1.92M | 0.7% | -0.6% | 0.141% | |
| 5/12/2025 | Avant Capital LLC | 31,462 | $2.42M | 2.0% | +4.7% | 0.177% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,429 | $1.03M | 0.0% | +3.7% | 0.076% | |
| 5/9/2025 | Blair William & Co. IL | 14,110 | $1.09M | 0.0% | -9.7% | 0.079% | |
| 5/8/2025 | Certified Advisory Corp | 31,621 | $2.43M | 0.3% | -7.4% | 0.178% | |
| 5/8/2025 | NorthRock Partners LLC | 670 | $52K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,521 | $425K | 0.0% | N/A | 0.031% | |
| 5/7/2025 | Fairman Group LLC | 907 | $70K | 0.1% | +87.4% | 0.005% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 75,185 | $5.79M | 0.1% | +4.3% | 0.424% | |
| 5/7/2025 | LPL Financial LLC | 747,833 | $57.55M | 0.0% | +6.3% | 4.213% | |
| 5/7/2025 | HB Wealth Management LLC | 14,030 | $1.08M | 0.0% | +8.9% | 0.079% | |
| 5/6/2025 | Assetmark Inc. | 1,664 | $128K | 0.0% | +20,700.0% | 0.009% | |
| 5/6/2025 | Cetera Investment Advisers | 353,269 | $27.18M | 0.1% | +2.4% | 1.990% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 46,059 | $3.54M | 0.0% | +12.3% | 0.259% | |
| 5/5/2025 | Private Advisor Group LLC | 12,420 | $956K | 0.0% | -4.4% | 0.070% | |
| 5/1/2025 | Key Financial Inc | 9,434 | $726K | 0.2% | +11.3% | 0.053% | |
| 5/1/2025 | LRI Investments LLC | 2,451 | $189K | 0.0% | +745.2% | 0.014% | |
| 5/1/2025 | CWM LLC | 19,640 | $1.51M | 0.0% | -1.2% | 0.111% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 17,181 | $1.32M | 0.0% | +1.2% | 0.097% | |
| 4/30/2025 | Sharper & Granite LLC | 13,805 | $1.06M | 0.4% | -1.1% | 0.078% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 49,034 | $3.77M | 0.0% | +5.0% | 0.276% | |
| 4/29/2025 | Bank of New York Mellon Corp | 49,472 | $3.81M | 0.0% | -71.7% | 0.279% | |
| 4/29/2025 | Element Wealth LLC | 2,933 | $226K | 0.1% | +6.8% | 0.017% | |
| 4/28/2025 | Revisor Wealth Management LLC | 9,351 | $720K | 0.3% | +16.1% | 0.053% | |
| 4/25/2025 | Kendall Capital Management | 8,155 | $628K | 0.2% | -17.9% | 0.046% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 7,031 | $541K | 0.2% | -3.1% | 0.040% | |
| 4/23/2025 | Western Wealth Management LLC | 2,890 | $222K | 0.0% | N/A | 0.017% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 5,200 | $400K | 0.0% | -20.6% | 0.030% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,711 | $362K | 0.0% | -5.2% | 0.027% | |
| 4/23/2025 | Golden State Wealth Management LLC | 526 | $40K | 0.0% | +146.9% | 0.003% | |
