| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 5,846 | $566K | 0.1% | N/A | 0.020% | |
| 7/18/2025 | Truist Financial Corp | 16,916 | $1.64M | 0.0% | -40.8% | 0.059% | |
| 7/17/2025 | White Pine Investment CO | 68,190 | $6.61M | 1.6% | -0.3% | 0.239% | |
| 7/16/2025 | Kiley Juergens Wealth Management LLC | 148,090 | $14.35M | 3.3% | -0.5% | 0.519% | |
| 7/16/2025 | Signaturefd LLC | 680 | $66K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Paragon Capital Management Ltd | 4,011 | $389K | 0.1% | -2.6% | 0.014% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 19,659 | $1.91M | 0.9% | N/A | 0.069% | |
| 7/16/2025 | New Insight Wealth Advisors | 5,339 | $517K | 0.2% | -2.6% | 0.019% | |
| 7/15/2025 | North Star Investment Management Corp. | 25,144 | $2.44M | 0.2% | -0.7% | 0.088% | |
| 7/15/2025 | McCarthy & Cox | 2,250 | $218K | 0.1% | N/A | 0.008% | |
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| 7/15/2025 | Family Investment Center Inc. | 2,398 | $232K | 0.1% | N/A | 0.008% | |
| 7/14/2025 | Park Avenue Securities LLC | 52,551 | $5.09M | 0.0% | N/A | 0.184% | |
| 7/14/2025 | Sowell Financial Services LLC | 2,204 | $214K | 0.0% | -30.2% | 0.008% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 14,614 | $1.42M | 0.1% | +820.3% | 0.051% | |
| 7/11/2025 | LongView Wealth Management | 150,177 | $14.55M | 4.4% | +2.0% | 0.526% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 100,967 | $9.84M | 0.0% | +3.0% | 0.354% | |
| 7/10/2025 | Focus Financial Network Inc. | 43,060 | $4.17M | 0.2% | -5.8% | 0.151% | |
| 7/9/2025 | Towerpoint Wealth LLC | 16,373 | $1.59M | 0.7% | -6.1% | 0.057% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 36,164 | $3.50M | 1.3% | -3.7% | 0.127% | |
| 7/9/2025 | Bowman & Co S.C. | 6,715 | $651K | 0.3% | -11.0% | 0.024% | |
| 7/7/2025 | Investors Research Corp | 68,045 | $6.59M | 1.3% | +23.3% | 0.240% | |
| 7/7/2025 | Platt Investment Counsel LLC | 3,000 | $291K | 0.3% | -8.4% | 0.011% | |
| 7/2/2025 | Dentgroup LLC | 38,243 | $3.71M | 2.6% | -11.6% | 0.136% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 6,880 | $557K | 0.0% | +11.5% | 0.025% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,203 | $907K | 0.0% | -12.9% | 0.040% | |
| 5/20/2025 | Focus Partners Wealth | 7,663 | $621K | 0.0% | -3.0% | 0.028% | |
| 5/19/2025 | SCS Capital Management LLC | 4,575 | $371K | 0.0% | N/A | 0.016% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 6,880 | $557K | 0.0% | +11.5% | 0.025% | |
| 5/16/2025 | Jones Financial Companies Lllp | 28,273 | $2.29M | 0.0% | +1,031.4% | 0.102% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,345 | $757K | 0.0% | -19.4% | 0.034% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,052 | $733K | 0.0% | -3.4% | 0.033% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 8,508 | $689K | 0.3% | N/A | 0.031% | |
| 5/15/2025 | Royal Bank of Canada | 84,928 | $6.88M | 0.0% | +1.7% | 0.306% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 81,646 | $6.61M | 0.0% | +72.6% | 0.294% | |
| 5/14/2025 | CW Advisors LLC | 101,111 | $8.20M | 0.1% | N/A | 0.364% | |
| 5/14/2025 | GM Advisory Group LLC | 87,366 | $7.08M | 0.4% | +381.8% | 0.315% | |
| 5/14/2025 | Level Four Advisory Services LLC | 71,004 | $5.75M | 0.2% | -1.4% | 0.256% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 63,411 | $5.14M | 0.1% | -0.9% | 0.229% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 54,796 | $4.44M | 0.0% | -10.2% | 0.197% | |
| 5/13/2025 | Tyler Stone Wealth Management | 6,315 | $511K | 0.1% | -3.8% | 0.023% | |
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| 5/13/2025 | Raymond James Financial Inc. | 308,228 | $24.96M | 0.0% | +0.8% | 1.111% | |
| 5/13/2025 | HighTower Advisors LLC | 21,138 | $1.71M | 0.0% | -14.1% | 0.076% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 2,742 | $222K | 0.0% | N/A | 0.010% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,850 | $231K | 0.0% | N/A | 0.010% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 29,181 | $2.36M | 1.3% | -0.5% | 0.105% | |
| 5/9/2025 | Wealthspire Advisors LLC | 2,740 | $222K | 0.0% | N/A | 0.010% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 30,812 | $2.50M | 0.0% | -55.1% | 0.111% | |
| 5/9/2025 | Costello Asset Management INC | 1,360 | $110K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Clearstead Trust LLC | 506,592 | $41.03M | 9.1% | +4.9% | 1.826% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 425,461 | $34.46M | 0.0% | +1.4% | 1.533% | |
| 5/9/2025 | Avalon Trust Co | 1,444 | $117K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Cheviot Value Management LLC | 458 | $39K | 0.0% | N/A | 0.002% | |
| 5/8/2025 | IFG Advisory LLC | 4,153 | $336K | 0.0% | +6.9% | 0.015% | |
| 5/8/2025 | Wealthquest Corp | 10,151 | $822K | 0.0% | -2.3% | 0.037% | |
| 5/8/2025 | Arkadios Wealth Advisors | 24,377 | $1.97M | 0.1% | -18.3% | 0.088% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 70,238 | $5.69M | 1.2% | -0.7% | 0.253% | |
| 5/7/2025 | LPL Financial LLC | 1,421,695 | $115.14M | 0.0% | +0.2% | 5.123% | |
| 5/6/2025 | Assetmark Inc. | 16,067 | $1.30M | 0.0% | +96.8% | 0.058% | |
| 5/6/2025 | ANB Bank | 13,701 | $1.11M | 0.5% | -3.6% | 0.049% | |
| 5/6/2025 | Cetera Investment Advisers | 64,531 | $5.23M | 0.0% | -60.8% | 0.233% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 374,302 | $30.32M | 0.2% | -0.8% | 1.349% | |
| 5/6/2025 | Kovack Advisors Inc. | 3,648 | $295K | 0.0% | -27.9% | 0.013% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 8,758 | $709K | 0.0% | +20.6% | 0.032% | |
| 5/6/2025 | Noesis Capital Mangement Corp | 3,134 | $254K | 0.1% | -32.9% | 0.011% | |
| 5/6/2025 | AE Wealth Management LLC | 2,044 | $166K | 0.0% | -87.5% | 0.007% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 52,695 | $4.27M | 2.3% | -2.0% | 0.190% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 11,191 | $906K | 0.0% | +6.2% | 0.040% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 585,327 | $47.41M | 3.9% | -1.2% | 2.109% | |
| 5/5/2025 | Private Advisor Group LLC | 24,776 | $2.01M | 0.0% | -15.5% | 0.089% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 12,082 | $979K | 0.0% | +1.2% | 0.044% | |
| 5/2/2025 | Sigma Planning Corp | 13,973 | $1.13M | 0.0% | +5.6% | 0.050% | |
| 5/1/2025 | Key Financial Inc | 4,696 | $380K | 0.1% | +33.6% | 0.017% | |
| 5/1/2025 | CWM LLC | 68,520 | $5.55M | 0.0% | +5.8% | 0.247% | |
| 4/30/2025 | Principal Securities Inc. | 7,331 | $657K | 0.0% | +7.4% | 0.026% | |
| 4/30/2025 | New Insight Wealth Advisors | 5,479 | $444K | 0.2% | +7.7% | 0.020% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 104,426 | $8.46M | 0.0% | -56.2% | 0.386% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 27,270 | $2.21M | 0.2% | -3.5% | 0.101% | |
| 4/29/2025 | Bank of New York Mellon Corp | 16,691 | $1.35M | 0.0% | -38.0% | 0.062% | |
| 4/29/2025 | World Investment Advisors | 2,956 | $239K | 0.0% | -61.0% | 0.011% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 1,588 | $129K | 0.0% | -88.7% | 0.006% | |
| 4/28/2025 | Mutual Advisors LLC | 4,422 | $364K | 0.0% | +4.1% | 0.016% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 53,828 | $4.36M | 0.8% | +36.2% | 0.199% | |
| 4/28/2025 | Rossby Financial LCC | 372 | $31K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 18,054 | $1.46M | 0.0% | -42.3% | 0.067% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 13,526 | $1.10M | 0.0% | N/A | 0.050% | |
| 4/24/2025 | Money Concepts Capital Corp | 83,245 | $6.74M | 0.5% | +6.7% | 0.308% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 19,422 | $1.57M | 0.5% | -1.0% | 0.072% | |
| 4/23/2025 | Goldstein Advisors LLC | 9,484 | $768K | 0.1% | -1.7% | 0.035% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 15,041 | $1.22M | 0.1% | -1.2% | 0.056% | |
| 4/23/2025 | White Pine Investment CO | 68,424 | $5.54M | 1.5% | -0.8% | 0.253% | |
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| 4/23/2025 | Daymark Wealth Partners LLC | 9,336 | $756K | 0.0% | N/A | 0.035% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 9,700 | $786K | 0.4% | -2.5% | 0.036% | |
| 4/22/2025 | XML Financial LLC | 17,966 | $1.46M | 0.1% | +25.7% | 0.066% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 4,740 | $384K | 0.0% | N/A | 0.018% | |
| 4/22/2025 | Rodgers & Associates LTD | 17,956 | $1.45M | 0.2% | -6.3% | 0.066% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,108 | $5.60M | 0.0% | +3.9% | 0.255% | |
| 4/22/2025 | Madison Wealth Partners Inc | 41,858 | $3.39M | 0.8% | -7.5% | 0.155% | |
| 4/22/2025 | Marietta Wealth Management LLC | 71,144 | $5.76M | 0.8% | +9.7% | 0.263% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 39,141 | $3.17M | 2.5% | +2.6% | 0.145% | |
| 4/21/2025 | LongView Wealth Management | 147,279 | $11.93M | 3.6% | +3.2% | 0.544% | |
