| 8/26/2025 | Nautilus Advisors LLC | 10,587 | $1.15M | 0.8% | +11.9% | 0.208% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 3,210 | $349K | 0.0% | N/A | 0.063% | |
| 8/19/2025 | Advisory Services Network LLC | 45,543 | $4.80M | 0.1% | N/A | 0.893% | |
| 8/15/2025 | Corient Private Wealth LLC | 17,361 | $1.89M | 0.0% | N/A | 0.340% | |
| 8/15/2025 | Captrust Financial Advisors | 21,281 | $2.32M | 0.0% | +30.4% | 0.417% | |
| 8/15/2025 | MML Investors Services LLC | 5,270 | $573K | 0.0% | N/A | 0.103% | |
| 8/15/2025 | BNP Paribas Financial Markets | 100,000 | $10.88M | 0.0% | N/A | 1.961% | |
| 8/15/2025 | Bank of America Corp DE | 18,727 | $2.04M | 0.0% | +115.6% | 0.367% | |
| 8/15/2025 | Ameriprise Financial Inc. | 2,488 | $271K | 0.0% | N/A | 0.049% | |
| 8/14/2025 | Raymond James Financial Inc. | 93,269 | $10.15M | 0.0% | +37.3% | 1.829% | |
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| 8/14/2025 | Investment House LLC | 7,133 | $776K | 0.0% | N/A | 0.140% | |
| 8/13/2025 | Leuthold Group LLC | 44,735 | $4.87M | 0.6% | +6.8% | 0.877% | |
| 8/13/2025 | Choreo LLC | 2,266 | $247K | 0.0% | N/A | 0.044% | |
| 8/12/2025 | Waterloo Capital L.P. | 2,296 | $250K | 0.0% | N/A | 0.045% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,409 | $262K | 0.0% | N/A | 0.047% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 1,720 | $187K | 0.0% | N/A | 0.034% | |
| 8/8/2025 | Tortoise Investment Management LLC | 925 | $101K | 0.0% | N/A | 0.017% | |
| 8/8/2025 | Cetera Investment Advisers | 7,664 | $834K | 0.0% | N/A | 0.150% | |
| 8/8/2025 | Creative Planning | 3,841 | $418K | 0.0% | N/A | 0.075% | |
| 8/8/2025 | Bailard Inc. | 1,916 | $208K | 0.0% | N/A | 0.038% | |
| 8/8/2025 | Ironwood Investment Counsel LLC | 3,330 | $362K | 0.1% | N/A | 0.065% | |
| 8/7/2025 | Verus Capital Partners LLC | 6,607 | $719K | 0.1% | N/A | 0.130% | |
| 8/7/2025 | Efficient Advisors LLC | 3,998 | $435K | 0.0% | N/A | 0.078% | |
| 8/6/2025 | Nvwm LLC | 1,201 | $131K | 0.0% | N/A | 0.024% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 4,500 | $490K | 0.1% | N/A | 0.088% | |
| 8/5/2025 | Bank of Montreal Can | 5,194 | $565K | 0.0% | N/A | 0.095% | |
| 8/4/2025 | Haven Private LLC | 7,758 | $844K | 0.4% | N/A | 0.142% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 6,490 | $706K | 0.0% | N/A | 0.119% | |
| 8/1/2025 | Brookwood Investment Group LLC | 7,183 | $781K | 0.1% | N/A | 0.132% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 15,398 | $1.68M | 0.1% | -6.1% | 0.283% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,817 | $742K | 0.0% | -4.1% | 0.125% | |
| 7/28/2025 | Mutual Advisors LLC | 6,445 | $699K | 0.0% | +20.2% | 0.118% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 4,725 | $514K | 0.1% | N/A | 0.087% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 2,362 | $257K | 0.0% | N/A | 0.043% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 4,200 | $457K | 0.2% | N/A | 0.076% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 35,514 | $3.86M | 0.1% | -9.0% | 0.646% | |
| 7/18/2025 | Pure Financial Advisors LLC | 4,259 | $463K | 0.0% | N/A | 0.078% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 5,994 | $652K | 0.1% | N/A | 0.109% | |
| 7/16/2025 | Augustine Asset Management Inc. | 10,881 | $1.18M | 0.3% | +173.9% | 0.198% | |
| 7/16/2025 | Perigon Wealth Management LLC | 28,668 | $3.12M | 0.1% | +53.6% | 0.521% | |
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| 7/15/2025 | North Star Investment Management Corp. | 1,383 | $150K | 0.0% | +20.5% | 0.025% | |
| 7/11/2025 | Farther Finance Advisors LLC | 276 | $30K | 0.0% | N/A | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,214 | $349K | 0.0% | N/A | 0.061% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 3,000 | $326K | 0.0% | N/A | 0.057% | |
| 7/8/2025 | Parallel Advisors LLC | 1,040 | $113K | 0.0% | N/A | 0.020% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 250 | $25K | 0.0% | N/A | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 10,851 | $1.08M | 0.0% | N/A | 0.678% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 16,398 | $1.64M | 0.1% | -70.7% | 1.025% | |
| 5/15/2025 | Royal Bank of Canada | 10,860 | $1.09M | 0.0% | +1,839.3% | 0.679% | |
| 5/14/2025 | Comerica Bank | 1,850 | $185K | 0.0% | N/A | 0.116% | |
| 5/13/2025 | Raymond James Financial Inc. | 67,913 | $6.79M | 0.0% | N/A | 4.245% | |
| 5/12/2025 | Virtu Financial LLC | 7,870 | $786K | 0.0% | -81.5% | 0.492% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 5,356 | $535K | 0.0% | N/A | 0.335% | |
| 5/9/2025 | J. Safra Sarasin Holding AG | 39,007 | $3.90M | 0.1% | N/A | 2.438% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 7,105 | $710K | 0.0% | +22.3% | 0.444% | |
| 4/28/2025 | Mutual Advisors LLC | 5,361 | $562K | 0.0% | N/A | 0.335% | |
| 4/25/2025 | Augustine Asset Management Inc. | 3,973 | $397K | 0.1% | N/A | 0.248% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 2,978 | $298K | 0.0% | N/A | 0.186% | |
| 4/23/2025 | Perigon Wealth Management LLC | 18,663 | $1.86M | 0.0% | +72.4% | 1.166% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 3,628 | $362K | 0.0% | N/A | 0.227% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 3,480 | $360K | 0.1% | -7.4% | 0.218% | |
| 4/14/2025 | Greenspring Advisors LLC | 4,468 | $446K | 0.1% | N/A | 0.279% | |
| 2/17/2025 | Captrust Financial Advisors | 15,096 | $1.44M | 0.0% | -7.0% | 0.816% | |
| 2/17/2025 | Bank of America Corp DE | 8,727 | $835K | 0.0% | -14.2% | 0.472% | |
| 2/14/2025 | Two Sigma Securities LLC | 2,130 | $204K | 0.0% | N/A | 0.115% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 5,421 | $519K | 0.1% | N/A | 0.293% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 5,810 | $556K | 0.0% | -9.1% | 0.314% | |
| 2/13/2025 | Wells Fargo & Company MN | 12,076 | $1.16M | 0.0% | -9.5% | 0.653% | |
| 2/11/2025 | LPL Financial LLC | 4,938 | $472K | 0.0% | +68.7% | 0.267% | |
| 2/11/2025 | Virtu Financial LLC | 42,482 | $4.06M | 0.2% | +8.8% | 2.296% | |
| 2/11/2025 | Berkeley Capital Partners LLC | 4,120 | $394K | 0.1% | N/A | 0.223% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,867 | $1.52M | 0.0% | -3.7% | 0.858% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 55,923 | $5.35M | 0.2% | N/A | 3.023% | |
| 2/3/2025 | Leuthold Group LLC | 43,495 | $4.16M | 0.5% | -3.1% | 2.351% | |
| 1/27/2025 | Choreo LLC | 2,289 | $220K | 0.0% | N/A | 0.124% | |
| 1/27/2025 | Ping Capital Management Inc. | 3,000 | $287K | 0.1% | N/A | 0.162% | |
| 1/23/2025 | Upper Left Wealth Management LLC | 18,691 | $1.79M | 1.5% | -12.8% | 1.010% | |
| 1/22/2025 | Perigon Wealth Management LLC | 10,826 | $1.03M | 0.0% | N/A | 0.585% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 3,759 | $355K | 0.1% | -7.7% | 0.203% | |
| 12/16/2024 | SMART Wealth LLC | 8,870 | $912K | 0.4% | N/A | 0.479% | |
| 11/20/2024 | Virtu Financial LLC | 39,030 | $4.02M | 0.2% | +302.6% | 2.110% | |
| 11/14/2024 | Flow Traders U.S. LLC | 5,729 | $589K | 0.0% | +131.2% | 0.310% | |
| 11/14/2024 | Captrust Financial Advisors | 16,230 | $1.67M | 0.0% | +3.0% | 0.877% | |
| 11/6/2024 | GoalVest Advisory LLC | 1,090 | $112K | 0.0% | N/A | 0.059% | |
| 10/29/2024 | GFS Advisors LLC | 3,222 | $331K | 0.1% | +75.8% | 0.174% | |
| 10/25/2024 | Voisard Asset Management Group Inc. | 512 | $53K | 0.0% | -40.3% | 0.028% | |
| 10/24/2024 | Leuthold Group LLC | 44,908 | $4.62M | 0.5% | -1.0% | 2.427% | |
| 8/12/2024 | Leuthold Group LLC | 45,360 | $4.49M | 0.5% | -1.2% | 2.452% | |
| 8/10/2024 | Virtu Financial LLC | 9,695 | $959K | 0.1% | -26.6% | 0.524% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,807 | $1.27M | 0.0% | -10.7% | 0.692% | |
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| 7/25/2024 | Upper Left Wealth Management LLC | 29,396 | $2.91M | 2.6% | -1.8% | 1.589% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 4,085 | $411K | 0.1% | N/A | 0.221% | |
| 7/16/2024 | Voisard Asset Management Group Inc. | 857 | $85K | 0.0% | N/A | 0.046% | |
| 5/20/2024 | Virtu Financial LLC | 13,204 | $1.32M | 0.1% | -64.5% | 0.714% | |
| 5/6/2024 | Leuthold Group LLC | 45,912 | $4.58M | 0.5% | +0.7% | 2.482% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 14,341 | $1.43M | 0.0% | +1.3% | 0.775% | |
| 2/29/2024 | Acima Private Wealth LLC | 29,984 | $3.06M | 1.2% | +2.5% | 1.276% | |
| 2/26/2024 | Virtu Financial LLC | 37,198 | $3.80M | 0.3% | +9.3% | 1.583% | |
| 2/9/2024 | UBS Group AG | 93,956 | $9.59M | 0.0% | +1.3% | 3.998% | |
| 2/6/2024 | Leuthold Group LLC | 45,612 | $4.65M | 0.6% | +2.0% | 1.941% | |
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