| 5/21/2025 | McAdam LLC | 4,952 | $680K | 0.0% | +83.5% | 0.044% | |
| 5/20/2025 | Focus Partners Wealth | 3,376 | $464K | 0.0% | -16.4% | 0.030% | |
| 5/19/2025 | Jane Street Group LLC | 3,422 | $470K | 0.0% | -64.8% | 0.031% | |
| 5/19/2025 | SageView Advisory Group LLC | 48,074 | $6.61M | 0.3% | -43.3% | 0.431% | |
| 5/19/2025 | Legacy Advisory Services LLC | 14,435 | $1.98M | 1.7% | N/A | 0.129% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 23,649 | $3.25M | 0.0% | -34.9% | 0.212% | |
| 5/16/2025 | Jones Financial Companies Lllp | 12,653 | $1.74M | 0.0% | +4,501.1% | 0.113% | |
| 5/16/2025 | National Wealth Management Group LLC | 2,065 | $284K | 0.2% | +11.6% | 0.019% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,564 | $490K | 0.0% | -59.7% | 0.032% | |
| 5/15/2025 | Royal Bank of Canada | 151,688 | $20.84M | 0.0% | +12.8% | 1.360% | |
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| 5/14/2025 | CreativeOne Wealth LLC | 12,349 | $1.70M | 0.1% | -2.7% | 0.111% | |
| 5/14/2025 | PKS Advisory Services LLC | 5,030 | $691K | 0.2% | -2.9% | 0.045% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,356 | $4.45M | 0.0% | +41.0% | 0.290% | |
| 5/14/2025 | Kestra Advisory Services LLC | 28,493 | $3.92M | 0.0% | +22.1% | 0.256% | |
| 5/14/2025 | Ameriprise Financial Inc. | 349,613 | $48.10M | 0.0% | -5.1% | 3.136% | |
| 5/14/2025 | Capital Analysts LLC | 18,816 | $2.59M | 0.1% | +0.5% | 0.169% | |
| 5/14/2025 | Andina Capital Management LLC | 4,554 | $626K | 0.4% | -26.5% | 0.041% | |
| 5/13/2025 | George Kaiser Family Foundation | 90,755 | $12.47M | 1.8% | N/A | 0.814% | |
| 5/13/2025 | Cresset Asset Management LLC | 24,731 | $3.40M | 0.0% | +62.3% | 0.222% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,700 | $234K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | Heck Capital Advisors LLC | 38,006 | $5.22M | 0.6% | +29.5% | 0.341% | |
| 5/13/2025 | HighTower Advisors LLC | 79,540 | $10.93M | 0.0% | +33.2% | 0.713% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 58,979 | $8.10M | 3.5% | +26.5% | 0.529% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,539 | $212K | 0.0% | -92.1% | 0.014% | |
| 5/12/2025 | National Bank of Canada FI | 40,000 | $5.50M | 0.0% | +300.0% | 0.359% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 27,296 | $3.75M | 0.2% | -3.0% | 0.245% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 6,833 | $939K | 0.2% | +15.4% | 0.061% | |
| 5/8/2025 | Cozad Asset Management Inc. | 6,578 | $904K | 0.1% | -1.5% | 0.059% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 92,766 | $12.75M | 2.7% | -0.9% | 0.832% | |
| 5/7/2025 | LPL Financial LLC | 286,708 | $39.40M | 0.0% | -6.4% | 2.571% | |
| 5/7/2025 | Prescott Group Capital Management L.L.C. | 90,755 | $12.47M | 1.8% | +122.5% | 0.814% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 38,453 | $5.28M | 2.5% | -0.2% | 0.345% | |
| 5/6/2025 | Cetera Investment Advisers | 50,694 | $6.97M | 0.0% | +23.5% | 0.455% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,728 | $1.61M | 0.0% | +144.3% | 0.105% | |
| 5/6/2025 | Orin Green Financial LLC | 4,600 | $581K | 0.3% | -5.9% | 0.041% | |
| 5/6/2025 | Gilbert & Cook Inc. | 516,687 | $71.00M | 10.3% | +2.5% | 4.634% | |
| 5/6/2025 | FreeGulliver LLC | 220,203 | $30.26M | 14.9% | +9.9% | 1.975% | |
| 5/6/2025 | Efficient Advisors LLC | 3,985 | $548K | 0.0% | -9.6% | 0.036% | |
| 5/6/2025 | Proficio Capital Partners LLC | 170,695 | $23.47M | 1.8% | N/A | 1.531% | |
| 5/5/2025 | IFP Advisors Inc | 1,421 | $195K | 0.0% | -11.8% | 0.013% | |
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| 5/5/2025 | Private Advisor Group LLC | 7,519 | $1.03M | 0.0% | -5.1% | 0.067% | |
| 5/2/2025 | KM Capital Management Ltd. | 100,029 | $13.75M | 7.4% | -2.7% | 0.893% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 18,578 | $2.55M | 0.6% | -3.5% | 0.166% | |
| 5/2/2025 | Wealthfront Advisers LLC | 17,253 | $2.37M | 0.0% | -21.7% | 0.154% | |
| 5/2/2025 | Arcadia Investment Advisors LLC | 73,374 | $10.08M | 5.6% | -2.8% | 0.655% | |
| 5/2/2025 | Sigma Planning Corp | 1,880 | $258K | 0.0% | N/A | 0.017% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 5,417 | $744K | 0.1% | -7.2% | 0.048% | |
| 4/30/2025 | Principal Securities Inc. | 8,922 | $1.29M | 0.0% | +44.2% | 0.080% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,830 | $2.73M | 0.0% | -2.1% | 0.177% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 58,752 | $8.07M | 0.0% | +10.7% | 0.525% | |
| 4/29/2025 | Chilton Capital Management LLC | 309 | $42K | 0.0% | -29.5% | 0.003% | |
| 4/29/2025 | Jackson Wealth Management LLC | 2,713 | $373K | 0.0% | -2.7% | 0.024% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 2,220 | $305K | 0.0% | N/A | 0.020% | |
| 4/28/2025 | Reliant Wealth Planning | 186,515 | $25.63M | 11.7% | +1.9% | 1.665% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 6,535 | $898K | 0.1% | N/A | 0.058% | |
| 4/25/2025 | K.J. Harrison & Partners Inc | 1,825 | $251K | 0.0% | N/A | 0.016% | |
| 4/24/2025 | Boyd Wealth Management LLC | 13,915 | $1.91M | 1.0% | +33.6% | 0.124% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 26,741 | $3.67M | 0.3% | +3.8% | 0.239% | |
| 4/23/2025 | Alpine Bank Wealth Management | 2,500 | $344K | 0.1% | N/A | 0.022% | |
| 4/23/2025 | First Pacific Financial | 638 | $88K | 0.0% | -75.0% | 0.006% | |
| 4/23/2025 | TABR Capital Management LLC | 39,164 | $5.38M | 5.6% | N/A | 0.350% | |
| 4/23/2025 | Valmark Advisers Inc. | 40,814 | $5.61M | 0.1% | -1.9% | 0.364% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 127,472 | $17.52M | 0.1% | +1.6% | 1.138% | |
| 4/22/2025 | Veridan Wealth LLC | 37,911 | $5.21M | 2.4% | +20.7% | 0.338% | |
| 4/22/2025 | Merkkuri Wealth Advisors LLC | 2,938 | $404K | 0.3% | -24.1% | 0.026% | |
| 4/21/2025 | Avior Wealth Management LLC | 8,827 | $1.21M | 0.0% | -11.4% | 0.079% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 61,679 | $8.48M | 0.0% | +2.7% | 0.551% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 1,805 | $248K | 0.0% | -7.5% | 0.016% | |
| 4/17/2025 | Dohj LLC | 189,478 | $26.04M | 5.9% | -6.0% | 1.692% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,445 | $2.95M | 0.0% | -6.8% | 0.191% | |
| 4/16/2025 | Noble Family Wealth LLC | 26,502 | $3.64M | 1.0% | -2.1% | 0.237% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 215,150 | $29.56M | 1.8% | -41.1% | 1.921% | |
| 4/15/2025 | Strategic Equity Management | 53,278 | $7.32M | 3.1% | -4.3% | 0.476% | |
| 4/14/2025 | WFA Asset Management Corp | 93,818 | $11.93M | 7.0% | +10.3% | 0.838% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 61,679 | $8.48M | 0.1% | +2.7% | 0.551% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 17,045 | $2.34M | 0.3% | +1.3% | 0.152% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 5,824 | $800K | 0.1% | -15.1% | 0.052% | |
| 4/14/2025 | UMB Bank n.a. | 640 | $88K | 0.0% | -15.7% | 0.006% | |
| 4/11/2025 | Mason & Associates LLC | 19,053 | $2.62M | 0.8% | -10.4% | 0.170% | |
| 4/9/2025 | Merit Financial Group LLC | 73,999 | $10.17M | 0.2% | +19.3% | 0.661% | |
| 4/9/2025 | NBC Securities Inc. | 191 | $26K | 0.0% | N/A | 0.002% | |
| 4/8/2025 | Investors Research Corp | 1,481 | $204K | 0.0% | +59.4% | 0.013% | |
| 4/7/2025 | Tompkins Financial Corp | 576,636 | $79.24M | 7.6% | -42.4% | 5.149% | |
| 4/7/2025 | AdvisorNet Financial Inc | 542 | $74K | 0.0% | +80.7% | 0.005% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,006 | $3.33M | 0.0% | -0.8% | 0.203% | |
| 3/12/2025 | Centaurus Financial Inc. | 2,457 | $356K | 0.0% | +13.2% | 0.022% | |
| 2/25/2025 | Heck Capital Advisors LLC | 29,359 | $4.25M | 0.3% | N/A | 0.256% | |
| 2/25/2025 | Armis Advisers LLC | 10,948 | $1.58M | 0.2% | N/A | 0.096% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 23,796 | $3.44M | 0.1% | -0.3% | 0.208% | |
| 2/21/2025 | Prescott Group Capital Management L.L.C. | 40,795 | $5.90M | 0.8% | N/A | 0.356% | |
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| 2/20/2025 | Michels Family Financial LLC | 2,435 | $352K | 0.3% | N/A | 0.021% | |
| 2/19/2025 | Richmond Investment Services LLC | 174,323 | $25.23M | 14.2% | N/A | 1.522% | |
| 2/17/2025 | Waverly Advisors LLC | 23,798 | $3.44M | 0.1% | N/A | 0.220% | |
| 2/17/2025 | Two Sigma Investments LP | 42,200 | $6.11M | 0.0% | N/A | 0.391% | |
| 2/17/2025 | Royal Bank of Canada | 134,460 | $19.46M | 0.0% | +22.6% | 1.245% | |
| 2/17/2025 | Focus Partners Wealth | 4,036 | $584K | 0.0% | N/A | 0.037% | |
| 2/17/2025 | Cresset Asset Management LLC | 15,237 | $2.21M | 0.0% | -69.2% | 0.141% | |
| 2/17/2025 | Cetera Investment Advisers | 41,045 | $5.94M | 0.0% | +18.8% | 0.380% | |
| 2/17/2025 | BOKF NA | 2,330 | $335K | 0.0% | N/A | 0.022% | |
| 2/17/2025 | Captrust Financial Advisors | 1,801 | $261K | 0.0% | -25.9% | 0.017% | |
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