| 10/23/2025 | Kingswood Wealth Advisors LLC | 10,192 | $1.17M | 0.1% | -10.6% | 0.065% | |
| 10/23/2025 | Park Avenue Securities LLC | 16,228 | $1.86M | 0.0% | +3.4% | 0.103% | |
| 10/22/2025 | Forza Wealth Management LLC | 33,427 | $3.83M | 1.5% | +668.1% | 0.213% | |
| 10/22/2025 | Foronjy Financial LLC | 15,055 | $1.73M | 0.8% | -28.8% | 0.096% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 100,670 | $11.55M | 0.0% | +7.8% | 0.642% | |
| 10/20/2025 | Altus Wealth Management LLC | 299,901 | $34.39M | 15.2% | +1.5% | 1.952% | |
| 10/20/2025 | Merit Financial Group LLC | 50,743 | $5.82M | 0.1% | +0.3% | 0.330% | |
| 10/17/2025 | Sovereign Financial Group Inc. | 10,592 | $1.22M | 0.2% | N/A | 0.069% | |
| 10/16/2025 | Carnegie Investment Counsel | 7,961 | $913K | 0.0% | +2.7% | 0.052% | |
| 10/15/2025 | Fiduciary Planning LLC | 137,900 | $15.81M | 4.8% | -1.9% | 0.900% | |
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| 10/15/2025 | Private Trust Co. NA | 481 | $55K | 0.0% | N/A | 0.003% | |
| 10/15/2025 | Founders Financial Securities LLC | 15,046 | $1.73M | 0.1% | -24.5% | 0.098% | |
| 10/14/2025 | Able Wealth Management LLC | 101,552 | $11.65M | 4.4% | +40.3% | 0.665% | |
| 10/10/2025 | Fifth Third Securities Inc. | 42,137 | $4.83M | 0.3% | +17.8% | 0.276% | |
| 10/9/2025 | Prentice Wealth Management LLC | 137,744 | $15.80M | 3.9% | +2.0% | 0.903% | |
| 10/8/2025 | YHB Investment Advisors Inc. | 36,861 | $4.23M | 0.3% | N/A | 0.243% | |
| 10/7/2025 | Sanders Morris Harris LLC | 2,093 | $240K | 0.0% | N/A | 0.014% | |
| 10/7/2025 | Nova Wealth Management Inc. | 4,215 | $483K | 0.3% | +765.5% | 0.028% | |
| 9/25/2025 | National Wealth Management Group LLC | 25,863 | $2.84M | 1.6% | +0.4% | 0.184% | |
| 9/4/2025 | Osaic Holdings Inc. | 221,794 | $24.40M | 0.0% | -6.0% | 1.576% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 145,395 | $15.99M | 0.0% | N/A | 1.033% | |
| 8/19/2025 | Advisory Services Network LLC | 31,289 | $3.44M | 0.1% | -64.8% | 0.222% | |
| 8/15/2025 | Equitable Holdings Inc. | 35,025 | $3.85M | 0.0% | +112.7% | 0.249% | |
| 8/15/2025 | Blue Chip Partners LLC | 3,605 | $396K | 0.0% | -8.7% | 0.026% | |
| 8/15/2025 | MML Investors Services LLC | 8,660 | $952K | 0.0% | -3.2% | 0.062% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 9,117 | $1.00M | 0.0% | N/A | 0.065% | |
| 8/15/2025 | EP Wealth Advisors LLC | 4,125 | $454K | 0.0% | +175.9% | 0.029% | |
| 8/15/2025 | Ameriprise Financial Inc. | 444,410 | $48.86M | 0.0% | +60.1% | 3.159% | |
| 8/14/2025 | Jane Street Group LLC | 8,120 | $893K | 0.0% | +6.9% | 0.058% | |
| 8/14/2025 | Raymond James Financial Inc. | 174,000 | $19.14M | 0.0% | +24.3% | 1.237% | |
| 8/14/2025 | HUB Investment Partners LLC | 5,602 | $616K | 0.0% | +25.6% | 0.040% | |
| 8/14/2025 | NewEdge Advisors LLC | 3,585 | $394K | 0.0% | -12.2% | 0.025% | |
| 8/14/2025 | CoreFirst Bank & Trust | 19,574 | $2.15M | 1.2% | +2.0% | 0.139% | |
| 8/14/2025 | Goodwin Investment Advisory | 11,858 | $1.30M | 1.5% | N/A | 0.084% | |
| 8/13/2025 | StoneX Group Inc. | 5,512 | $606K | 0.0% | +32.8% | 0.039% | |
| 8/13/2025 | RFP Financial Group LLC | 471,667 | $51.87M | 21.4% | N/A | 3.352% | |
| 8/13/2025 | First Trust Advisors LP | 2,588 | $285K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 13,572 | $1.49M | 0.0% | +21.4% | 0.096% | |
| 8/13/2025 | Smith Moore & CO. | 9,075 | $998K | 0.1% | +3.4% | 0.064% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 84,316 | $9.27M | 0.0% | +143.7% | 0.599% | |
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| 8/12/2025 | Global Retirement Partners LLC | 2,369 | $261K | 0.0% | N/A | 0.017% | |
| 8/12/2025 | JPMorgan Chase & Co. | 31,640 | $3.48M | 0.0% | +557.7% | 0.225% | |
| 8/11/2025 | Highview Capital Management LLC DE | 61,533 | $6.77M | 2.6% | +68.1% | 0.444% | |
| 8/11/2025 | Western Wealth Management LLC | 1,871 | $206K | 0.0% | N/A | 0.013% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 12,489 | $1.37M | 0.0% | N/A | 0.090% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 169,949 | $18.69M | 0.1% | +17.3% | 1.225% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 5,199 | $571K | 0.0% | +42.3% | 0.037% | |
| 8/8/2025 | Cetera Investment Advisers | 550,308 | $60.52M | 0.1% | +5.9% | 3.968% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 12,909 | $1.42M | 0.0% | +63.4% | 0.093% | |
| 8/7/2025 | Winthrop Capital Management LLC | 8,498 | $935K | 0.2% | -20.4% | 0.061% | |
| 8/6/2025 | CM Wealth Advisors LLC | 105,982 | $11.66M | 3.4% | -6.7% | 0.764% | |
| 8/6/2025 | Able Wealth Management LLC | 72,384 | $7.96M | 4.0% | +9.6% | 0.522% | |
| 8/6/2025 | Columbia River Financial Group LLC | 39,763 | $4.36M | 2.8% | -3.2% | 0.287% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 15,763 | $1.73M | 0.1% | +20.7% | 0.114% | |
| 8/4/2025 | Kovack Advisors Inc. | 15,893 | $1.75M | 0.2% | +4.8% | 0.115% | |
| 8/4/2025 | Spire Wealth Management | 705 | $78K | 0.0% | +23.3% | 0.005% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,930 | $1.20M | 0.0% | +217.2% | 0.079% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 78,206 | $8.60M | 0.0% | +14.1% | 0.564% | |
| 7/31/2025 | Brighton Jones LLC | 2,629 | $289K | 0.0% | N/A | 0.019% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 3,536 | $389K | 0.1% | +274.6% | 0.025% | |
| 7/31/2025 | Carnegie Investment Counsel | 7,753 | $853K | 0.0% | -7.1% | 0.056% | |
| 7/31/2025 | Prentice Wealth Management LLC | 135,020 | $14.85M | 3.9% | +8.4% | 0.973% | |
| 7/30/2025 | D.A. Davidson & CO. | 3,533 | $389K | 0.0% | -37.3% | 0.025% | |
| 7/30/2025 | Fiduciary Planning LLC | 140,513 | $15.45M | 5.1% | -11.0% | 1.013% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 3,371 | $378K | 0.0% | N/A | 0.024% | |
| 7/29/2025 | Systelligence LLC | 109,910 | $12.09M | 2.2% | N/A | 0.792% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 29,462 | $3.24M | 0.1% | +13.2% | 0.212% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 10,310 | $1.13M | 0.0% | +319.6% | 0.074% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,629 | $179K | 0.2% | N/A | 0.012% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 26,547 | $2.95M | 0.1% | +4.4% | 0.191% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 11,404 | $1.25M | 0.1% | -12.9% | 0.083% | |
| 7/22/2025 | Belpointe Asset Management LLC | 2,898 | $319K | 0.0% | N/A | 0.021% | |
| 7/22/2025 | Merit Financial Group LLC | 50,616 | $5.57M | 0.1% | +1.4% | 0.367% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,052 | $116K | 0.0% | N/A | 0.008% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 8,610 | $947K | 0.3% | N/A | 0.062% | |
| 7/18/2025 | QTR Family Wealth LLC | 5,580 | $614K | 0.4% | -1.8% | 0.040% | |
| 7/18/2025 | Forza Wealth Management LLC | 4,352 | $479K | 0.2% | N/A | 0.031% | |
| 7/18/2025 | Truist Financial Corp | 64,082 | $7.05M | 0.0% | +23.5% | 0.462% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 28,788 | $3.17M | 0.0% | N/A | 0.208% | |
| 7/17/2025 | Fifth Third Securities Inc. | 35,783 | $3.94M | 0.3% | -1.5% | 0.259% | |
| 7/17/2025 | Altus Wealth Management LLC | 295,389 | $32.48M | 15.5% | N/A | 2.139% | |
| 7/17/2025 | Michels Family Financial LLC | 4,896 | $538K | 0.5% | +5.2% | 0.035% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 2,710 | $298K | 0.3% | N/A | 0.020% | |
| 7/14/2025 | Park Avenue Securities LLC | 15,695 | $1.73M | 0.0% | +1.3% | 0.114% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 281,722 | $30.98M | 10.3% | +2.2% | 2.056% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 4,396 | $483K | 0.0% | +4.5% | 0.032% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 109,810 | $12.28M | 0.0% | +2.4% | 0.802% | |
| 7/10/2025 | Focus Financial Network Inc. | 2,663 | $293K | 0.0% | -8.5% | 0.019% | |
| 7/8/2025 | Parallel Advisors LLC | 1,672 | $184K | 0.0% | N/A | 0.012% | |
| 7/7/2025 | Nova Wealth Management Inc. | 487 | $54K | 0.0% | +83.1% | 0.004% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 8,463 | $872K | 0.0% | N/A | 0.063% | |
| 5/29/2025 | Nova Wealth Management Inc. | 266 | $27K | 0.0% | +192.3% | 0.002% | |
| 5/20/2025 | Integrity Alliance LLC. | 16,254 | $1.68M | 0.1% | N/A | 0.128% | |
| 5/19/2025 | Jane Street Group LLC | 7,594 | $783K | 0.0% | +6.5% | 0.060% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 26,031 | $2.68M | 0.1% | +41.2% | 0.228% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 8,463 | $872K | 0.0% | N/A | 0.074% | |
| 5/16/2025 | Jones Financial Companies Lllp | 110,122 | $11.35M | 0.0% | +110.4% | 0.963% | |
| 5/16/2025 | National Wealth Management Group LLC | 25,759 | $2.66M | 1.7% | +176.4% | 0.225% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,082 | $421K | 0.0% | +20.7% | 0.036% | |
| 5/15/2025 | Royal Bank of Canada | 46,495 | $4.79M | 0.0% | +16.7% | 0.406% | |