| 8/15/2025 | Corient Private Wealth LLC | 7,394 | $473K | 0.0% | +100.0% | 0.041% | |
| 8/15/2025 | Bank of America Corp DE | 213,770 | $13.68M | 0.0% | -22.2% | 1.178% | |
| 8/14/2025 | Vista Investment Management | 82,899 | $5.31M | 2.0% | +0.9% | 0.457% | |
| 8/14/2025 | Raymond James Financial Inc. | 34,195 | $2.19M | 0.0% | +16.1% | 0.188% | |
| 8/14/2025 | Betterment LLC | 52,775 | $3.38M | 0.0% | +3.2% | 0.291% | |
| 8/14/2025 | NewEdge Advisors LLC | 6,690 | $428K | 0.0% | N/A | 0.037% | |
| 8/13/2025 | First Trust Advisors LP | 3,718 | $238K | 0.0% | N/A | 0.020% | |
| 8/13/2025 | Kilter Group LLC | 7,227 | $463K | 0.2% | +3.5% | 0.040% | |
| 8/13/2025 | Lido Advisors LLC | 869,660 | $55.67M | 0.2% | -3.8% | 4.792% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 109,748 | $7.03M | 0.0% | +16.4% | 0.605% | |
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| 8/13/2025 | GM Advisory Group LLC | 17,414 | $1.12M | 0.1% | -16.6% | 0.096% | |
| 8/13/2025 | Maia Wealth LLC | 41,934 | $2.68M | 0.5% | +94.9% | 0.231% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,514 | $801K | 0.0% | -2.2% | 0.069% | |
| 8/12/2025 | Global Retirement Partners LLC | 21,110 | $1.35M | 0.0% | N/A | 0.116% | |
| 8/12/2025 | JPMorgan Chase & Co. | 138,096 | $8.84M | 0.0% | +4.6% | 0.761% | |
| 8/12/2025 | Garrett Wealth Advisory Group LLC | 792,460 | $50.73M | 10.7% | +1.8% | 4.366% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 277,453 | $17.76M | 2.7% | N/A | 1.541% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 103,286 | $6.61M | 0.0% | -0.3% | 0.574% | |
| 8/8/2025 | Cetera Investment Advisers | 445,451 | $28.51M | 0.0% | +5.3% | 2.475% | |
| 8/7/2025 | Verus Capital Partners LLC | 8,167 | $523K | 0.0% | +5.2% | 0.045% | |
| 8/6/2025 | AE Wealth Management LLC | 428 | $27K | 0.0% | +2,957.1% | 0.002% | |
| 8/5/2025 | NewSquare Capital LLC | 69,955 | $4.48M | 0.3% | +7.1% | 0.389% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,020 | $1.79M | 0.2% | -2.2% | 0.156% | |
| 8/4/2025 | Integrity Alliance LLC. | 146,613 | $9.39M | 0.5% | -73.9% | 0.815% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 994 | $64K | 0.0% | -15.4% | 0.006% | |
| 8/4/2025 | Atria Investments Inc | 9,209 | $589K | 0.0% | +29.0% | 0.051% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,678 | $876K | 0.0% | +2.0% | 0.076% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,446 | $797K | 0.0% | -80.0% | 0.069% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 74,018 | $4.74M | 0.6% | +7.4% | 0.410% | |
| 7/29/2025 | Systelligence LLC | 111,186 | $7.12M | 1.3% | N/A | 0.618% | |
| 7/29/2025 | Swmg LLC | 4,476 | $295K | 0.1% | N/A | 0.025% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 6,498 | $416K | 0.1% | -16.7% | 0.036% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 43,358 | $2.78M | 0.7% | -2.0% | 0.241% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 28,537 | $1.83M | 0.1% | N/A | 0.159% | |
| 7/28/2025 | Capital Management Corp VA | 3,225 | $206K | 0.0% | -5.8% | 0.018% | |
| 7/28/2025 | Mutual Advisors LLC | 4,050 | $267K | 0.0% | N/A | 0.023% | |
| 7/28/2025 | Harbour Investments Inc. | 47,945 | $3.07M | 0.1% | +13.6% | 0.266% | |
| 7/25/2025 | MGO One Seven LLC | 4,728 | $303K | 0.0% | -20.3% | 0.026% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 37,643 | $2.41M | 0.0% | -15.9% | 0.209% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 3,759 | $241K | 0.1% | -24.7% | 0.021% | |
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| 7/23/2025 | REAP Financial Group LLC | 2,773 | $177K | 0.0% | -8.0% | 0.015% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 56,000 | $3.59M | 0.0% | -4.7% | 0.311% | |
| 7/22/2025 | IFS Advisors LLC | 4,873 | $312K | 0.2% | -3.8% | 0.027% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 20,361 | $1.30M | 0.3% | -14.3% | 0.113% | |
| 7/22/2025 | Marietta Wealth Management LLC | 98,447 | $6.30M | 0.8% | +2.2% | 0.547% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 17,066 | $1.09M | 0.1% | -9.7% | 0.095% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 9,437 | $604K | 0.0% | -5.0% | 0.052% | |
| 7/16/2025 | ORG Partners LLC | 10,703 | $686K | 0.1% | -3.2% | 0.059% | |
| 7/14/2025 | Park Avenue Securities LLC | 3,722 | $238K | 0.0% | N/A | 0.021% | |
| 7/10/2025 | Rockland Trust Co. | 37,404 | $2.39M | 0.1% | -2.5% | 0.208% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 24,615 | $1.60M | 0.0% | +2.4% | 0.137% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 27,144 | $1.74M | 0.1% | +5.2% | 0.151% | |
| 7/10/2025 | Focus Financial Network Inc. | 4,788 | $306K | 0.0% | N/A | 0.027% | |
| 7/8/2025 | RMR Wealth Builders | 3,194 | $204K | 0.0% | N/A | 0.018% | |
| 7/7/2025 | Nova Wealth Management Inc. | 3,605 | $231K | 0.2% | -26.8% | 0.020% | |
| 5/29/2025 | Nova Wealth Management Inc. | 4,923 | $292K | 0.3% | -33.1% | 0.028% | |
| 5/20/2025 | Integrity Alliance LLC. | 562,766 | $33.36M | 1.3% | +38.2% | 3.198% | |
| 5/19/2025 | Jane Street Group LLC | 18,644 | $1.11M | 0.0% | +267.0% | 0.106% | |
| 5/19/2025 | Advisory Alpha LLC | 24,395 | $1.45M | 0.0% | -2.1% | 0.139% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 27,008 | $1.60M | 0.0% | -18.8% | 0.153% | |
| 5/16/2025 | Jones Financial Companies Lllp | 625 | $39K | 0.0% | -92.7% | 0.004% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 20,819 | $1.23M | 0.0% | +167.0% | 0.119% | |
| 5/15/2025 | Royal Bank of Canada | 26,337 | $1.56M | 0.0% | +0.7% | 0.150% | |
| 5/15/2025 | Betterment LLC | 51,143 | $3.03M | 0.0% | +4.5% | 0.291% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 94,270 | $5.59M | 0.0% | +730.6% | 0.537% | |
| 5/14/2025 | Kestra Advisory Services LLC | 221,124 | $13.11M | 0.1% | +8.1% | 1.260% | |
| 5/13/2025 | Seek First Inc. | 10,916 | $647K | 0.6% | N/A | 0.062% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 139,444 | $8.27M | 0.0% | -0.5% | 0.795% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 28,639 | $1.70M | 0.1% | N/A | 0.163% | |
| 5/12/2025 | Maia Wealth LLC | 21,514 | $1.22M | 0.3% | +198.0% | 0.123% | |
| 5/12/2025 | Founders Financial Alliance LLC | 2,959 | $175K | 0.0% | +61.3% | 0.017% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 79,626 | $4.72M | 2.0% | N/A | 0.454% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 26,182 | $1.54M | 0.1% | +0.7% | 0.149% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,872 | $230K | 0.0% | +228.4% | 0.022% | |
| 5/8/2025 | Harbour Investments Inc. | 42,214 | $2.50M | 0.1% | +26.4% | 0.241% | |
| 5/8/2025 | Arkadios Wealth Advisors | 13,408 | $795K | 0.0% | N/A | 0.076% | |
| 5/7/2025 | LPL Financial LLC | 1,131,261 | $67.06M | 0.0% | +4.6% | 6.446% | |
| 5/6/2025 | Cetera Investment Advisers | 423,163 | $25.09M | 0.0% | -0.6% | 2.411% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 103,624 | $6.14M | 0.0% | +13.9% | 0.590% | |
| 5/6/2025 | Efficient Advisors LLC | 3,938 | $233K | 0.0% | N/A | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 1,074,987 | $63.73M | 0.4% | +3.9% | 6.125% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 4,989 | $296K | 0.2% | -5.3% | 0.028% | |
| 4/30/2025 | Cerity Partners LLC | 4,645 | $275K | 0.0% | N/A | 0.026% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 260,707 | $15.46M | 3.4% | N/A | 1.486% | |
| 4/30/2025 | Allworth Financial LP | 1,881 | $108K | 0.0% | +82.6% | 0.011% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 68,908 | $4.09M | 0.6% | +2.8% | 0.393% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,512 | $208K | 0.0% | N/A | 0.020% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 778,583 | $46.15M | 10.3% | +4.6% | 4.436% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 62,204 | $3.69M | 0.0% | +172.5% | 0.354% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 44,774 | $2.65M | 0.1% | +580.0% | 0.255% | |
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| 4/28/2025 | Private Trust Co. NA | 839 | $50K | 0.0% | N/A | 0.005% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 939 | $56K | 0.0% | N/A | 0.005% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 23,748 | $1.41M | 0.4% | +141.0% | 0.135% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,175 | $70K | 0.0% | -34.8% | 0.007% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 44,247 | $2.62M | 0.5% | -0.5% | 0.252% | |
| 4/23/2025 | Team Financial Group LLC | 426,437 | $25.28M | 14.6% | -1.6% | 2.430% | |
| 4/22/2025 | Marietta Wealth Management LLC | 96,322 | $5.71M | 0.8% | +5.5% | 0.549% | |
| 4/21/2025 | ORG Partners LLC | 11,062 | $657K | 0.2% | +202.6% | 0.063% | |
| 4/16/2025 | Bar Harbor Wealth Management | 5,721 | $339K | 0.0% | -11.0% | 0.033% | |
| 4/16/2025 | Rockland Trust Co. | 38,381 | $2.28M | 0.1% | -9.1% | 0.219% | |
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