| 8/4/2025 | Kovack Advisors Inc. | 4,270 | $317K | 0.0% | -12.7% | 0.018% | |
| 8/4/2025 | Arkadios Wealth Advisors | 5,107 | $379K | 0.0% | +5.6% | 0.021% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 20,226 | $1.50M | 0.1% | N/A | 0.084% | |
| 8/1/2025 | Motco | 900 | $69K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 116,487 | $8.65M | 0.0% | +44.8% | 0.481% | |
| 7/31/2025 | Wealthfront Advisers LLC | 10,524 | $781K | 0.0% | +28.9% | 0.043% | |
| 7/30/2025 | Strategic Blueprint LLC | 22,541 | $1.67M | 0.1% | -3.2% | 0.093% | |
| 7/30/2025 | D.A. Davidson & CO. | 172,526 | $12.81M | 0.1% | -7.3% | 0.713% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 46,309 | $3.44M | 0.6% | +8.9% | 0.191% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 3,254 | $242K | 0.0% | -29.4% | 0.013% | |
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| 7/29/2025 | Private Trust Co. NA | 1,234 | $92K | 0.0% | -42.7% | 0.005% | |
| 7/28/2025 | Harbour Investments Inc. | 47,725 | $3.54M | 0.1% | +5.1% | 0.197% | |
| 7/28/2025 | RFG Advisory LLC | 3,009 | $223K | 0.0% | N/A | 0.012% | |
| 7/25/2025 | MGO One Seven LLC | 3,994 | $296K | 0.0% | -11.6% | 0.017% | |
| 7/25/2025 | SPC Financial Inc. | 9,474 | $703K | 0.1% | -8.2% | 0.039% | |
| 7/25/2025 | CWM LLC | 42,495 | $3.15M | 0.0% | -25.6% | 0.176% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 780 | $58K | 0.0% | N/A | 0.003% | |
| 7/24/2025 | Monument Capital Management | 65,259 | $4.84M | 1.3% | +1.3% | 0.270% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 23,852 | $1.77M | 0.1% | -7.1% | 0.099% | |
| 7/24/2025 | WMG Financial Advisors LLC | 18,710 | $1.39M | 0.5% | -4.1% | 0.077% | |
| 7/23/2025 | REAP Financial Group LLC | 1,373 | $102K | 0.0% | -38.5% | 0.006% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 30,180 | $2.24M | 0.7% | +85.6% | 0.125% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 2,796 | $207K | 0.0% | N/A | 0.012% | |
| 7/22/2025 | DAVENPORT & Co LLC | 18,842 | $1.40M | 0.0% | -2.5% | 0.078% | |
| 7/22/2025 | Realta Investment Advisors | 9,760 | $724K | 0.3% | +9.3% | 0.040% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 835 | $62K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 182,305 | $13.53M | 0.0% | +2.3% | 0.753% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 136,473 | $10.13M | 0.0% | -4.1% | 0.563% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 9,634 | $715K | 0.2% | +2.2% | 0.040% | |
| 7/16/2025 | CX Institutional | 4,461 | $331K | 0.0% | -87.9% | 0.018% | |
| 7/14/2025 | GAMMA Investing LLC | 398 | $30K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 13,635 | $1.01M | 0.0% | -9.9% | 0.056% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 867 | $64K | 0.0% | N/A | 0.004% | |
| 7/11/2025 | CX Institutional | 4,461 | $331K | 0.0% | -87.9% | 0.018% | |
| 7/10/2025 | Guided Capital Wealth Management LLC | 94,200 | $6.99M | 5.4% | -1.1% | 0.389% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,455 | $572K | 0.0% | -5.8% | 0.031% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 378 | $28K | 0.0% | -54.3% | 0.002% | |
| 7/8/2025 | Davis Investment Partners LLC | 17,703 | $1.34M | 0.5% | +1.7% | 0.073% | |
| 7/7/2025 | Trust Co. of Oklahoma | 11,262 | $836K | 0.3% | -20.7% | 0.039% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 15,111 | $1.12M | 0.1% | +71,857.1% | 0.052% | |
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| 7/2/2025 | Crumly & Associates Inc. | 34,306 | $2.55M | 0.6% | -0.7% | 0.141% | |
| 5/29/2025 | Apeiron RIA LLC | 20,914 | $1.46M | 0.4% | +4.0% | 0.085% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,611 | $112K | 0.0% | +10.4% | 0.007% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 13,529 | $912K | 0.1% | -45.8% | 0.054% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,792 | $612K | 0.0% | +31.2% | 0.035% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 26,450 | $1.84M | 0.9% | -28.2% | 0.106% | |
| 5/15/2025 | Royal Bank of Canada | 249,522 | $17.38M | 0.0% | -11.1% | 1.004% | |
| 5/15/2025 | MAI Capital Management | 9,780 | $681K | 0.0% | -14.9% | 0.039% | |
| 5/15/2025 | Baird Financial Group Inc. | 217,579 | $15.15M | 0.0% | -0.3% | 0.876% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 30,615 | $2.13M | 0.2% | -3.9% | 0.123% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 84,364 | $5.88M | 0.4% | -15.4% | 0.339% | |
| 5/14/2025 | Comerica Bank | 6,388 | $445K | 0.0% | +3.1% | 0.026% | |
| 5/14/2025 | Kestra Advisory Services LLC | 24,800 | $1.73M | 0.0% | -2.4% | 0.100% | |
| 5/14/2025 | Purus Wealth Management LLC | 21,506 | $1.50M | 0.6% | -1.3% | 0.087% | |
| 5/14/2025 | Summit Financial LLC | 96,844 | $6.74M | 0.2% | +752.3% | 0.390% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 9,760 | $680K | 0.0% | -4.8% | 0.039% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 16,259 | $1.13M | 0.4% | -52.7% | 0.065% | |
| 5/13/2025 | Raymond James Financial Inc. | 687,956 | $47.91M | 0.0% | -1.4% | 2.768% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 25,466 | $1.77M | 0.0% | -47.2% | 0.102% | |
| 5/12/2025 | Benjamin Edwards Inc. | 169,472 | $11.80M | 0.2% | -6.9% | 0.682% | |
| 5/12/2025 | Founders Financial Alliance LLC | 3,178 | $221K | 0.1% | +5.2% | 0.013% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 6,134 | $427K | 0.0% | -8.8% | 0.025% | |
| 5/8/2025 | SPC Financial Inc. | 10,323 | $719K | 0.1% | +15.7% | 0.042% | |
| 5/8/2025 | Harbour Investments Inc. | 45,396 | $3.16M | 0.1% | +31.0% | 0.183% | |
| 5/8/2025 | Private Advisory Group LLC | 11,595 | $807K | 0.1% | -44.9% | 0.047% | |
| 5/8/2025 | Arkadios Wealth Advisors | 4,836 | $337K | 0.0% | -22.5% | 0.019% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 16,098 | $1.12M | 0.1% | -2.2% | 0.065% | |
| 5/7/2025 | LPL Financial LLC | 673,286 | $46.89M | 0.0% | -11.5% | 2.709% | |
| 5/6/2025 | Cetera Investment Advisers | 49,321 | $3.44M | 0.0% | -9.1% | 0.198% | |
| 5/6/2025 | Kovack Advisors Inc. | 4,891 | $341K | 0.0% | -16.0% | 0.020% | |
| 5/6/2025 | WMG Financial Advisors LLC | 19,517 | $1.36M | 0.6% | -2.5% | 0.079% | |
| 5/5/2025 | Private Advisor Group LLC | 25,579 | $1.78M | 0.0% | -14.2% | 0.103% | |
| 5/5/2025 | Transce3nd LLC | 7,391 | $505K | 0.2% | -17.7% | 0.030% | |
| 5/2/2025 | Wealthfront Advisers LLC | 8,163 | $568K | 0.0% | -7.7% | 0.033% | |
| 5/1/2025 | MTM Investment Management LLC | 25,730 | $1.80M | 0.7% | -1.2% | 0.104% | |
| 5/1/2025 | Stephens Inc. AR | 6,029 | $420K | 0.0% | -6.6% | 0.024% | |
| 5/1/2025 | Realta Investment Advisors | 8,933 | $622K | 0.3% | +7.0% | 0.036% | |
| 4/30/2025 | TradeWell Securities LLC. | 18,763 | $1.31M | 0.7% | +6.0% | 0.076% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,610 | $321K | 0.0% | +7.1% | 0.019% | |
| 4/30/2025 | Planning Directions Inc. | 11,204 | $780K | 0.3% | N/A | 0.045% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 80,432 | $5.60M | 0.0% | -3.0% | 0.324% | |
| 4/29/2025 | Strategic Blueprint LLC | 23,280 | $1.62M | 0.1% | +5.2% | 0.094% | |
| 4/28/2025 | D.A. Davidson & CO. | 186,080 | $12.96M | 0.1% | -1.0% | 0.749% | |
| 4/28/2025 | Private Trust Co. NA | 2,154 | $150K | 0.0% | -18.0% | 0.009% | |
| 4/25/2025 | Monument Capital Management | 64,436 | $4.49M | 1.4% | -1.6% | 0.256% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 3,872 | $270K | 0.1% | -9.3% | 0.015% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 3,425 | $221K | 0.1% | -13.0% | 0.014% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 60,498 | $4.21M | 0.1% | -14.3% | 0.240% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 37,575 | $2.62M | 0.0% | -7.5% | 0.149% | |
| 4/22/2025 | Crumly & Associates Inc. | 34,534 | $2.41M | 0.7% | -0.9% | 0.137% | |
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| 4/22/2025 | MinichMacGregor Wealth Management LLC | 9,427 | $657K | 0.1% | +2.3% | 0.037% | |
| 4/22/2025 | Nilsine Partners LLC | 272,167 | $18.95M | 2.1% | +7.1% | 1.080% | |
| 4/21/2025 | O Dell Group LLC | 315,866 | $22.00M | 5.7% | +0.8% | 1.253% | |
| 4/21/2025 | Guided Capital Wealth Management LLC | 95,234 | $6.63M | 5.5% | +16.7% | 0.378% | |
| 4/21/2025 | HFG Advisors Inc. | 15,140 | $1.05M | 0.9% | -2.0% | 0.060% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 142,235 | $9.91M | 0.0% | -1.6% | 0.564% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 25,667 | $1.79M | 0.1% | +4.9% | 0.102% | |
| 4/17/2025 | Pacific Sun Financial Corp | 7,860 | $547K | 0.3% | -4.4% | 0.031% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,917 | $551K | 0.0% | -5.6% | 0.031% | |
| 4/15/2025 | Davis Investment Partners LLC | 17,411 | $1.15M | 0.5% | +17.3% | 0.069% | |
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