| 8/15/2025 | Corient Private Wealth LLC | 3,230 | $365K | 0.0% | N/A | 0.033% | |
| 8/15/2025 | MML Investors Services LLC | 12,181 | $1.38M | 0.0% | +25.3% | 0.124% | |
| 8/15/2025 | Mendel Capital Management LLC | 20,113 | $2.27M | 1.3% | -3.8% | 0.205% | |
| 8/15/2025 | EP Wealth Advisors LLC | 950 | $107K | 0.0% | N/A | 0.010% | |
| 8/15/2025 | Bank of America Corp DE | 69,874 | $7.90M | 0.0% | -1.8% | 0.712% | |
| 8/15/2025 | Ameriprise Financial Inc. | 92,841 | $10.49M | 0.0% | +20.0% | 0.945% | |
| 8/14/2025 | Jane Street Group LLC | 7,676 | $868K | 0.0% | -10.1% | 0.078% | |
| 8/14/2025 | Raymond James Financial Inc. | 194,729 | $22.01M | 0.0% | -0.6% | 1.983% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 15,681 | $1.77M | 0.0% | -73.2% | 0.160% | |
| 8/13/2025 | ESG Planning DBA Harper Investing | 17,600 | $1.99M | 1.1% | N/A | 0.179% | |
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| 8/13/2025 | SageView Advisory Group LLC | 18,087 | $2.13M | 0.1% | -29.9% | 0.184% | |
| 8/13/2025 | Baird Financial Group Inc. | 68,433 | $7.74M | 0.0% | +0.6% | 0.697% | |
| 8/13/2025 | Financial Freedom LLC | 2,499 | $282K | 0.2% | -14.3% | 0.025% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 27,939 | $3.16M | 0.0% | +63.0% | 0.285% | |
| 8/11/2025 | Sierra Capital LLC | 2,628 | $297K | 0.0% | N/A | 0.027% | |
| 8/8/2025 | Cetera Investment Advisers | 71,953 | $8.13M | 0.0% | +11.1% | 0.736% | |
| 8/8/2025 | Creative Planning | 14,708 | $1.66M | 0.0% | +1.5% | 0.150% | |
| 8/7/2025 | Allworth Financial LP | 31,893 | $3.61M | 0.0% | -3.1% | 0.326% | |
| 8/6/2025 | RWA Wealth Partners LLC | 35,545 | $4.02M | 0.1% | -14.5% | 0.363% | |
| 8/6/2025 | Rialto Wealth Management LLC | 3,194 | $361K | 0.1% | -16.8% | 0.033% | |
| 8/6/2025 | Savant Capital LLC | 25,224 | $2.85M | 0.0% | -2.0% | 0.258% | |
| 8/5/2025 | Sunburst Financial Group LLC | 2,129 | $241K | 0.1% | N/A | 0.022% | |
| 8/4/2025 | Assetmark Inc. | 491 | $55K | 0.0% | -90.8% | 0.005% | |
| 8/4/2025 | Keybank National Association OH | 29,786 | $3.37M | 0.0% | +4.6% | 0.305% | |
| 8/4/2025 | Spire Wealth Management | 439 | $50K | 0.0% | +48.3% | 0.004% | |
| 8/4/2025 | Quaker Wealth Management LLC | 277 | $31K | 0.0% | -200.0% | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,753 | $2.01M | 0.0% | -4.9% | 0.182% | |
| 7/31/2025 | LJI Wealth Management LLC | 113,975 | $12.88M | 2.2% | +11.8% | 1.165% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 12,517 | $1.46M | 0.0% | +3.7% | 0.128% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 141,778 | $16.03M | 3.6% | +1.3% | 1.450% | |
| 7/28/2025 | Harbour Investments Inc. | 39,915 | $4.51M | 0.1% | +10.7% | 0.408% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 1,808 | $208K | 0.0% | -16.4% | 0.018% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,795 | $203K | 0.0% | N/A | 0.018% | |
| 7/24/2025 | Conning Inc. | 2,726 | $308K | 0.0% | N/A | 0.028% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 14,549 | $1.68M | 0.3% | N/A | 0.149% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 2,188 | $247K | 0.0% | +12.4% | 0.022% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 1,936 | $219K | 0.1% | +10.6% | 0.020% | |
| 7/24/2025 | Blair William & Co. IL | 15,819 | $1.79M | 0.0% | -3.0% | 0.162% | |
| 7/23/2025 | Stephen J. Garry & Associates LLC | 36,751 | $4.15M | 3.6% | -0.4% | 0.374% | |
| 7/22/2025 | Integrated Capital Management LLC | 33,452 | $3.83M | 1.8% | +13.3% | 0.341% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 270 | $31K | 0.0% | N/A | 0.003% | |
| 7/16/2025 | Perigon Wealth Management LLC | 1,907 | $216K | 0.0% | N/A | 0.019% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 143,862 | $16.26M | 1.8% | -11.0% | 1.471% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,172 | $713K | 0.0% | +30.2% | 0.063% | |
| 7/8/2025 | Parallel Advisors LLC | 1,000 | $113K | 0.0% | N/A | 0.010% | |
| 7/7/2025 | Nova Wealth Management Inc. | 7,462 | $843K | 0.6% | -18.0% | 0.076% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 9,277 | $957K | 0.0% | +40.2% | 0.094% | |
| 6/17/2025 | Howe & Rusling Inc. | 466 | $48K | 0.0% | -57.1% | 0.005% | |
| 5/29/2025 | Nova Wealth Management Inc. | 9,097 | $939K | 0.8% | +1.5% | 0.092% | |
| 5/19/2025 | Jane Street Group LLC | 8,536 | $881K | 0.0% | -5.0% | 0.086% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 9,277 | $957K | 0.0% | +40.2% | 0.094% | |
| 5/16/2025 | Jones Financial Companies Lllp | 80,186 | $8.27M | 0.0% | +8,244.0% | 0.808% | |
| 5/15/2025 | Royal Bank of Canada | 18,898 | $1.95M | 0.0% | -2.4% | 0.191% | |
| 5/15/2025 | MAI Capital Management | 1,267 | $131K | 0.0% | -33.4% | 0.013% | |
| 5/15/2025 | Baird Financial Group Inc. | 68,058 | $7.02M | 0.0% | +9.4% | 0.686% | |
| 5/15/2025 | WPG Advisers LLC | 256 | $26K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 17,144 | $1.77M | 0.0% | +36.5% | 0.173% | |
| 5/14/2025 | Kestra Advisory Services LLC | 61,969 | $6.39M | 0.0% | +0.9% | 0.625% | |
| 5/13/2025 | Raymond James Financial Inc. | 195,807 | $20.20M | 0.0% | -1.1% | 1.974% | |
| 5/13/2025 | Stephen J. Garry & Associates LLC | 36,908 | $3.81M | 3.6% | +5.4% | 0.372% | |
| 5/13/2025 | HighTower Advisors LLC | 15,255 | $1.57M | 0.0% | -6.0% | 0.154% | |
| 5/12/2025 | SouthState Corp | 3,698 | $382K | 0.0% | N/A | 0.037% | |
| 5/12/2025 | Virtu Financial LLC | 9,015 | $930K | 0.1% | -10.7% | 0.091% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 12,072 | $1.28M | 0.0% | N/A | 0.122% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 2,162 | $223K | 0.0% | +20.2% | 0.022% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 58,451 | $6.03M | 0.2% | +9.4% | 0.589% | |
| 5/9/2025 | Blair William & Co. IL | 16,307 | $1.68M | 0.0% | +2.2% | 0.164% | |
| 5/8/2025 | Commerce Bank | 6,960 | $718K | 0.0% | +7.7% | 0.070% | |
| 5/8/2025 | US Bancorp DE | 305 | $31K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Harbour Investments Inc. | 36,041 | $3.72M | 0.1% | +9.9% | 0.363% | |
| 5/7/2025 | LPL Financial LLC | 159,227 | $16.43M | 0.0% | -8.8% | 1.605% | |
| 5/7/2025 | Valued Retirements Inc. | 2,402 | $248K | 0.3% | N/A | 0.024% | |
| 5/6/2025 | Assetmark Inc. | 5,352 | $552K | 0.0% | N/A | 0.054% | |
| 5/6/2025 | Cetera Investment Advisers | 64,778 | $6.68M | 0.0% | +12.8% | 0.653% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 2,828 | $292K | 0.0% | N/A | 0.029% | |
| 5/6/2025 | AE Wealth Management LLC | 2,371 | $245K | 0.0% | +997.7% | 0.024% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 4,491 | $463K | 0.2% | -14.7% | 0.045% | |
| 5/6/2025 | PFG Advisors | 5,723 | $590K | 0.0% | -17.7% | 0.058% | |
| 5/5/2025 | Lauterbach Financial Advisors LLC | 6,125 | $632K | 0.4% | N/A | 0.062% | |
| 5/5/2025 | Integrated Capital Management LLC | 29,513 | $3.05M | 1.7% | +4.1% | 0.298% | |
| 5/5/2025 | Stordahl Capital Management Inc. | 139,926 | $14.44M | 3.4% | +3.2% | 1.411% | |
| 5/5/2025 | Private Advisor Group LLC | 17,036 | $1.76M | 0.0% | -3.6% | 0.172% | |
| 5/2/2025 | LJI Wealth Management LLC | 101,949 | $10.52M | 2.1% | +4.7% | 1.028% | |
| 5/1/2025 | Realta Investment Advisors | 500 | $52K | 0.0% | -28.6% | 0.005% | |
| 4/30/2025 | Allworth Financial LP | 32,920 | $3.37M | 0.0% | -0.6% | 0.332% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 18,672 | $1.93M | 0.0% | +6.5% | 0.188% | |
| 4/25/2025 | Heritage Investment Group Inc. | 8,502 | $877K | 0.2% | -1.3% | 0.086% | |
| 4/24/2025 | Mendel Capital Management LLC | 20,898 | $2.16M | 1.3% | +5.5% | 0.211% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 6,793 | $701K | 0.0% | -9.8% | 0.068% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 1,947 | $201K | 0.0% | N/A | 0.020% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,036 | $726K | 0.0% | -4.9% | 0.071% | |
| 4/22/2025 | Advisor Resource Council | 40,372 | $4.08M | 0.3% | N/A | 0.407% | |
| 4/18/2025 | Financial Freedom LLC | 2,915 | $301K | 0.2% | -50.6% | 0.029% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,742 | $489K | 0.0% | +9.0% | 0.048% | |
| 4/15/2025 | Balanced Wealth Group LLC | 2,283 | $236K | 0.1% | N/A | 0.023% | |
| 4/15/2025 | Sagace Wealth Management LLC | 7,995 | $825K | 0.6% | +4.7% | 0.081% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 161,713 | $16.68M | 2.0% | +10.7% | 1.630% | |
| 4/14/2025 | Farther Finance Advisors LLC | 663 | $69K | 0.0% | +38.4% | 0.007% | |
| 4/10/2025 | Rialto Wealth Management LLC | 3,838 | $396K | 0.1% | -15.1% | 0.037% | |
| 4/9/2025 | Merit Financial Group LLC | 5,816 | $600K | 0.0% | -6.1% | 0.057% | |
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