| 8/8/2025 | Rockefeller Capital Management L.P. | 12,586 | $1.09M | 0.0% | N/A | 0.254% | |
| 8/8/2025 | Cetera Investment Advisers | 5,315 | $460K | 0.0% | +6.6% | 0.107% | |
| 8/8/2025 | Meridian Wealth Management LLC | 2,869 | $248K | 0.0% | +12.3% | 0.058% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 59,888 | $5.18M | 0.1% | -12.4% | 1.210% | |
| 8/7/2025 | Ibex Wealth Advisors | 23,139 | $2.00M | 0.2% | +11.1% | 0.467% | |
| 8/7/2025 | PFG Advisors | 13,437 | $1.16M | 0.0% | -4.4% | 0.271% | |
| 8/6/2025 | Golden State Wealth Management LLC | 7,068 | $612K | 0.1% | N/A | 0.143% | |
| 8/5/2025 | Advisors Preferred LLC | 1,619 | $140K | 0.0% | N/A | 0.033% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 14,231 | $1.23M | 1.0% | N/A | 0.287% | |
| 8/4/2025 | Kovack Advisors Inc. | 86,818 | $7.51M | 0.7% | -31.1% | 1.754% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 53,290 | $4.61M | 0.0% | -8.2% | 1.077% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 13,446 | $1.16M | 0.5% | +9.4% | 0.272% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 11,571 | $1.00M | 0.0% | -2.9% | 0.234% | |
| 7/30/2025 | Brookstone Capital Management | 4,874 | $422K | 0.0% | +22.6% | 0.098% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 73,359 | $6.35M | 0.1% | +431.0% | 1.482% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 77,547 | $6.71M | 0.2% | -21.1% | 1.567% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 616 | $53K | 0.0% | N/A | 0.012% | |
| 7/21/2025 | Matauro LLC | 113,455 | $9.82M | 1.8% | -3.2% | 2.292% | |
| 7/17/2025 | Sound Income Strategies LLC | 67,507 | $5.84M | 0.3% | -1.5% | 1.364% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 143,113 | $12.38M | 2.6% | -10.3% | 2.891% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,850 | $679K | 0.0% | N/A | 0.159% | |
| 7/14/2025 | AdvisorNet Financial Inc | 39,335 | $3.40M | 0.2% | +37.2% | 0.795% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 94,159 | $8.12M | 2.8% | +3.6% | 1.902% | |
| 7/14/2025 | Park Avenue Securities LLC | 12,059 | $1.04M | 0.0% | +47.0% | 0.244% | |
| 7/10/2025 | Focus Financial Network Inc. | 27,782 | $2.40M | 0.1% | +2.0% | 0.561% | |
| 7/8/2025 | Apella Capital LLC | 21,410 | $1.85M | 0.1% | -40.6% | 0.433% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 72,978 | $6.32M | 0.3% | +428.0% | 1.474% | |
| 7/2/2025 | HBW Advisory Services LLC | 8,083 | $699K | 0.1% | +114.5% | 0.163% | |
| 5/20/2025 | Integrity Alliance LLC. | 24,101 | $2.05M | 0.1% | N/A | 0.518% | |
| 5/19/2025 | Jane Street Group LLC | 44,532 | $3.79M | 0.0% | +291.4% | 0.958% | |
| 5/19/2025 | Advisory Alpha LLC | 2,413 | $206K | 0.0% | -7.0% | 0.052% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 12,291 | $1.05M | 0.5% | -5.5% | 0.264% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 25,653 | $2.19M | 0.0% | +2.1% | 0.552% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 11,916 | $1.02M | 0.0% | +9.3% | 0.256% | |
| 5/15/2025 | Royal Bank of Canada | 15,785 | $1.34M | 0.0% | +12.1% | 0.339% | |
| 5/14/2025 | Napa Wealth Management | 6,844 | $583K | 0.3% | -7.8% | 0.147% | |
| 5/14/2025 | Compound Planning Inc. | 2,479 | $211K | 0.0% | +5.3% | 0.053% | |
| 5/13/2025 | Raymond James Financial Inc. | 52,509 | $4.47M | 0.0% | +6.1% | 1.129% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 7,308 | $623K | 0.0% | +40.7% | 0.157% | |
| 5/13/2025 | Heck Capital Advisors LLC | 8,458 | $721K | 0.1% | N/A | 0.182% | |
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| 5/13/2025 | Anfield Capital Management LLC | 1,366 | $116K | 0.0% | +39.0% | 0.029% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 98,293 | $8.38M | 0.1% | +5.9% | 2.114% | |
| 5/8/2025 | Harbour Investments Inc. | 377 | $32K | 0.0% | +107.1% | 0.008% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 68,328 | $5.82M | 0.1% | +1.9% | 1.469% | |
| 5/7/2025 | LPL Financial LLC | 212,599 | $18.11M | 0.0% | +79.3% | 4.572% | |
| 5/6/2025 | Cetera Investment Advisers | 4,986 | $425K | 0.0% | +10.4% | 0.107% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,649 | $1.16M | 0.0% | +127.4% | 0.294% | |
| 5/6/2025 | Kovack Advisors Inc. | 125,979 | $10.73M | 1.1% | -0.2% | 2.709% | |
| 5/6/2025 | PFG Advisors | 14,060 | $1.20M | 0.1% | +3.9% | 0.302% | |
| 5/5/2025 | IFP Advisors Inc | 8,527 | $727K | 0.0% | +6.4% | 0.183% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 13,816 | $1.18M | 0.0% | +3.8% | 0.297% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 58,023 | $4.94M | 0.0% | +33.3% | 1.248% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 48,868 | $4.16M | 1.9% | +3.8% | 0.977% | |
| 4/25/2025 | Trademark Financial Management LLC | 3,548 | $302K | 0.2% | -64.3% | 0.071% | |
| 4/23/2025 | Sheets Smith Wealth Management | 11,673 | $995K | 0.1% | N/A | 0.233% | |
| 4/22/2025 | TrueMark Investments LLC | 16,036 | $1.37M | 0.4% | N/A | 0.321% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 159,514 | $13.59M | 3.0% | -3.0% | 3.190% | |
| 4/21/2025 | ORG Partners LLC | 3,200 | $273K | 0.1% | N/A | 0.064% | |
| 4/21/2025 | United Advisor Group LLC | 7,193 | $613K | 0.1% | +59.8% | 0.144% | |
| 4/17/2025 | Sound Income Strategies LLC | 68,560 | $5.84M | 0.3% | -2.0% | 1.371% | |
| 4/16/2025 | Matauro LLC | 117,244 | $9.99M | 2.0% | +15.3% | 2.345% | |
| 4/15/2025 | Focus Financial Network Inc. | 27,232 | $2.32M | 0.1% | +4.6% | 0.545% | |
| 4/14/2025 | Park Avenue Securities LLC | 8,204 | $699K | 0.0% | N/A | 0.164% | |
| 4/10/2025 | Apella Capital LLC | 36,025 | $2.99M | 0.1% | N/A | 0.721% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 13,822 | $1.18M | 0.1% | +3.8% | 0.276% | |
| 4/9/2025 | HBW Advisory Services LLC | 3,769 | $321K | 0.0% | N/A | 0.075% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 90,867 | $7.22M | 3.0% | -2.7% | 1.817% | |
| 4/7/2025 | AdvisorNet Financial Inc | 28,674 | $2.44M | 0.2% | N/A | 0.562% | |
| 3/12/2025 | Centaurus Financial Inc. | 6,081 | $525K | 0.0% | +90.1% | 0.116% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 18,253 | $1.58M | 0.0% | N/A | 0.652% | |
| 2/24/2025 | United Advisor Group LLC | 4,502 | $389K | 0.1% | N/A | 0.161% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 13,011 | $1.12M | 0.5% | -3.8% | 0.465% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 10,899 | $941K | 0.0% | +2.0% | 0.389% | |
| 2/17/2025 | Napa Wealth Management | 7,421 | $641K | 0.3% | +27.0% | 0.265% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 25,129 | $2.17M | 0.0% | N/A | 0.897% | |
| 2/17/2025 | Cetera Investment Advisers | 4,516 | $390K | 0.0% | +37.1% | 0.161% | |
| 2/17/2025 | Citadel Advisors LLC | 4,086 | $353K | 0.0% | -4.2% | 0.146% | |
| 2/17/2025 | Bank of America Corp DE | 45,077 | $3.89M | 0.0% | +60.8% | 1.610% | |
| 2/14/2025 | Eagle Strategies LLC | 6,783 | $586K | 0.1% | +7.8% | 0.242% | |
| 2/14/2025 | Jane Street Group LLC | 11,378 | $982K | 0.0% | -60.1% | 0.406% | |
| 2/14/2025 | Westbourne Investments Inc. | 4,076 | $352K | 0.2% | N/A | 0.146% | |
| 2/14/2025 | Dark Forest Capital Management LP | 31,333 | $2.71M | 0.4% | -35.2% | 1.119% | |
| 2/14/2025 | MML Investors Services LLC | 31,263 | $2.70M | 0.0% | +33.8% | 1.117% | |
| 2/13/2025 | Regal Investment Advisors LLC | 4,863 | $420K | 0.0% | +18.5% | 0.174% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 2,019 | $174K | 0.1% | +258.6% | 0.072% | |
| 2/13/2025 | Raymond James Financial Inc. | 49,504 | $4.28M | 0.0% | N/A | 1.768% | |
| 2/13/2025 | Advisory Services Network LLC | 7,178 | $620K | 0.0% | -29.5% | 0.256% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 43,516 | $3.76M | 0.0% | +37.1% | 1.554% | |
| 2/13/2025 | Smith Moore & CO. | 2,777 | $240K | 0.0% | N/A | 0.099% | |
| 2/11/2025 | LPL Financial LLC | 118,549 | $10.24M | 0.0% | +15.8% | 4.234% | |
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| 2/10/2025 | Thrivent Financial for Lutherans | 4,995 | $431K | 0.0% | -78.6% | 0.178% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 13,312 | $1.15M | 0.0% | +17.2% | 0.475% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 6,597 | $570K | 0.0% | +42.5% | 0.236% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,002 | $518K | 0.0% | +17.7% | 0.214% | |
| 2/7/2025 | PFG Advisors | 13,529 | $1.17M | 0.1% | +109.0% | 0.483% | |
| 2/6/2025 | Raymond James Financial Inc. | 49,504 | $4.28M | 0.0% | N/A | 1.768% | |
| 2/6/2025 | a16z Perennial Management L.P. | 21,915 | $1.89M | 0.2% | N/A | 0.783% | |
| 2/6/2025 | Meridian Wealth Management LLC | 2,536 | $219K | 0.0% | N/A | 0.091% | |
| 2/5/2025 | Kovack Advisors Inc. | 126,284 | $10.91M | 1.1% | N/A | 4.510% | |
| 2/3/2025 | Sigma Planning Corp | 17,018 | $1.47M | 0.0% | N/A | 0.608% | |
