| 6/10/2025 | Compass Financial Services Inc | 817 | $63K | 0.0% | N/A | 0.003% | |
| 5/21/2025 | McAdam LLC | 155,544 | $11.99M | 0.7% | -6.2% | 0.513% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 41,048 | $3.16M | 0.1% | -0.6% | 0.135% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,023 | $541K | 0.0% | N/A | 0.023% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 7,023 | $541K | 0.1% | N/A | 0.023% | |
| 5/20/2025 | Focus Partners Wealth | 13,567 | $1.05M | 0.0% | -21.8% | 0.045% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 66,277 | $5.11M | 0.1% | +40.7% | 0.219% | |
| 5/16/2025 | Everstar Asset Management LLC | 17,963 | $1.38M | 0.3% | N/A | 0.059% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 261,025 | $20.11M | 0.0% | +7.6% | 0.861% | |
| 5/16/2025 | Jones Financial Companies Lllp | 73,934 | $5.66M | 0.0% | -12.6% | 0.244% | |
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| 5/16/2025 | NewEdge Advisors LLC | 6,395 | $493K | 0.0% | +3.6% | 0.021% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,350 | $412K | 0.0% | -85.8% | 0.018% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 255,331 | $19.67M | 0.1% | +34.3% | 0.843% | |
| 5/16/2025 | AQR Capital Management LLC | 3,563 | $275K | 0.0% | +38.4% | 0.012% | |
| 5/15/2025 | EP Wealth Advisors LLC | 37,163 | $2.86M | 0.0% | -52.3% | 0.123% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 24,787 | $1.91M | 0.0% | -8.7% | 0.082% | |
| 5/15/2025 | Royal Bank of Canada | 67,995 | $5.24M | 0.0% | -5.7% | 0.224% | |
| 5/15/2025 | MAI Capital Management | 13,915 | $1.07M | 0.0% | -6.2% | 0.046% | |
| 5/15/2025 | Certior Financial Group LLC | 3,293 | $254K | 0.2% | -25.4% | 0.011% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 88,705 | $6.84M | 0.5% | -11.5% | 0.293% | |
| 5/14/2025 | Comerica Bank | 5,685 | $438K | 0.0% | -6.1% | 0.019% | |
| 5/14/2025 | Freedom Investment Management Inc. | 60,163 | $4.64M | 0.4% | -7.3% | 0.199% | |
| 5/14/2025 | B&D White Capital Company LLC | 6,852 | $528K | 0.1% | -72.7% | 0.023% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,041 | $80K | 0.0% | +3,903.8% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 55,250 | $4.26M | 0.0% | -1.3% | 0.182% | |
| 5/14/2025 | Kestra Advisory Services LLC | 185,320 | $14.28M | 0.1% | -67.2% | 0.612% | |
| 5/14/2025 | Broadview Financial Management LLC | 8,287 | $639K | 0.5% | -2.9% | 0.027% | |
| 5/14/2025 | Capital Analysts LLC | 21,328 | $1.64M | 0.1% | +8,040.5% | 0.070% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 23,813 | $1.84M | 0.0% | -8.8% | 0.079% | |
| 5/13/2025 | Raymond James Financial Inc. | 74,658 | $5.75M | 0.0% | -62.2% | 0.246% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 6,563 | $506K | 0.7% | +13.7% | 0.022% | |
| 5/13/2025 | Klingman & Associates LLC | 346,152 | $26.67M | 1.6% | +0.7% | 1.142% | |
| 5/13/2025 | HighTower Advisors LLC | 242,170 | $18.66M | 0.0% | +3.1% | 0.799% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,290,872 | $99.46M | 0.2% | -3.7% | 4.260% | |
| 5/12/2025 | Independent Advisor Alliance | 4,795 | $369K | 0.0% | -90.0% | 0.016% | |
| 5/12/2025 | Benjamin Edwards Inc. | 566,659 | $43.66M | 0.6% | -0.8% | 1.870% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 65,292 | $5.03M | 0.4% | -1.4% | 0.215% | |
| 5/12/2025 | Townsquare Capital LLC | 123,296 | $9.50M | 0.1% | +3.5% | 0.407% | |
| 5/12/2025 | Wambolt & Associates LLC | 10,527 | $813K | 0.3% | -3.0% | 0.035% | |
| 5/12/2025 | Alesco Advisors LLC | 119,404 | $9.20M | 0.3% | -1.0% | 0.394% | |
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| 5/9/2025 | Chicago Partners Investment Group LLC | 46,998 | $3.52M | 0.1% | +19.7% | 0.155% | |
| 5/9/2025 | WealthShield Partners LLC | 91,552 | $7.05M | 0.9% | +0.7% | 0.302% | |
| 5/9/2025 | Wealthspire Advisors LLC | 20,543 | $1.58M | 0.0% | +29.9% | 0.068% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 13,978 | $1.08M | 0.6% | +1.8% | 0.046% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,976 | $383K | 0.0% | -12.6% | 0.016% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 134,504 | $10.36M | 0.3% | -5.8% | 0.444% | |
| 5/8/2025 | IFG Advisory LLC | 17,780 | $1.37M | 0.1% | +1.5% | 0.059% | |
| 5/8/2025 | TIAA Trust National Association | 601,299 | $46.33M | 0.1% | -25.8% | 1.984% | |
| 5/8/2025 | MONECO Advisors LLC | 36,095 | $2.78M | 0.3% | +70.3% | 0.119% | |
| 5/8/2025 | ProVise Management Group LLC | 4,792 | $369K | 0.0% | -3.4% | 0.016% | |
| 5/8/2025 | US Bancorp DE | 577 | $44K | 0.0% | -39.6% | 0.002% | |
| 5/8/2025 | NorthRock Partners LLC | 1,328,221 | $102.34M | 3.4% | 0.0% | 4.384% | |
| 5/8/2025 | First National Trust Co | 340,995 | $26.27M | 1.1% | -4.7% | 1.125% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 42,502 | $3.28M | 0.1% | +2.9% | 0.140% | |
| 5/7/2025 | Lutz Financial Services LLC | 703,995 | $54.24M | 4.4% | +1.3% | 2.323% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 499 | $38K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 148,497 | $11.44M | 0.2% | +5.5% | 0.490% | |
| 5/7/2025 | LPL Financial LLC | 1,136,150 | $87.54M | 0.0% | +2.3% | 3.750% | |
| 5/7/2025 | Texas Yale Capital Corp. | 6,575 | $507K | 0.0% | +132.7% | 0.022% | |
| 5/7/2025 | Drive Wealth Management LLC | 3,800 | $293K | 0.1% | -6.2% | 0.013% | |
| 5/6/2025 | Cetera Investment Advisers | 249,664 | $19.24M | 0.0% | +20.3% | 0.824% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 88,008 | $6.78M | 0.0% | +4.6% | 0.290% | |
| 5/6/2025 | Advisor OS LLC | 3,545 | $273K | 0.0% | N/A | 0.012% | |
| 5/6/2025 | AE Wealth Management LLC | 558,043 | $43.00M | 0.4% | +12.6% | 1.842% | |
| 5/6/2025 | Burney Co. | 3,410 | $263K | 0.0% | N/A | 0.011% | |
| 5/6/2025 | Milestone Asset Management Group LLC | 10,278 | $792K | 0.7% | +1.9% | 0.034% | |
| 5/6/2025 | PFG Advisors | 6,968 | $537K | 0.0% | -3.1% | 0.023% | |
| 5/6/2025 | Ignite Planners LLC | 27,988 | $2.07M | 0.4% | -7.9% | 0.092% | |
| 5/5/2025 | OneAscent Financial Services LLC | 6,748 | $521K | 0.0% | +8.2% | 0.022% | |
| 5/5/2025 | TAGStone Capital Inc. | 9,622 | $741K | 0.4% | +2.6% | 0.032% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 2,665 | $205K | 0.0% | N/A | 0.009% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 556,287 | $42.86M | 3.5% | +1.5% | 1.836% | |
| 5/5/2025 | Csenge Advisory Group | 5,146 | $368K | 0.0% | -27.7% | 0.017% | |
| 5/5/2025 | Private Advisor Group LLC | 71,187 | $5.49M | 0.0% | +13.0% | 0.235% | |
| 5/2/2025 | Acas LLC | 4,668 | $345K | 0.3% | -8.8% | 0.015% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 24,559 | $1.89M | 0.0% | -2.2% | 0.081% | |
| 5/2/2025 | Bailard Inc. | 49,203 | $3.79M | 0.1% | -0.6% | 0.163% | |
| 5/2/2025 | Stevens Capital Partners | 21,919 | $1.69M | 0.8% | +20.9% | 0.073% | |
| 5/1/2025 | Florida Financial Advisors LLC | 23,576 | $1.75M | 0.7% | +64.6% | 0.078% | |
| 5/1/2025 | Asset Dedication LLC | 226,016 | $17.42M | 1.4% | -18.5% | 0.750% | |
| 5/1/2025 | CWM LLC | 142,507 | $10.98M | 0.0% | +6.9% | 0.473% | |
| 5/1/2025 | Omega Financial Group LLC | 19,848 | $1.53M | 0.6% | -4.8% | 0.066% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 23,114 | $1.70M | 0.2% | +2.4% | 0.077% | |
| 4/30/2025 | Allworth Financial LP | 13,844 | $1.02M | 0.0% | -5.1% | 0.046% | |
| 4/30/2025 | Topsail Wealth Management LLC | 5,558 | $426K | 0.1% | +11.3% | 0.018% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 3,408 | $263K | 0.0% | +27.4% | 0.011% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 5,794 | $446K | 0.2% | +9.8% | 0.019% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 18,261 | $1.41M | 0.1% | -3.3% | 0.061% | |
| 4/30/2025 | NTV Asset Management LLC | 3,095 | $238K | 0.0% | -19.3% | 0.010% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 329,148 | $25.36M | 0.0% | +39.7% | 1.092% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 4,609 | $355K | 0.0% | -13.3% | 0.015% | |
| 4/29/2025 | Brookstone Capital Management | 30,110 | $2.32M | 0.0% | +53.6% | 0.100% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 412,142 | $31.76M | 1.1% | +21.8% | 1.367% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 12,622 | $968K | 0.1% | +21.2% | 0.042% | |
| 4/29/2025 | Courage Miller Partners LLC | 29,706 | $2.29M | 0.8% | +3.0% | 0.099% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 5,942 | $458K | 0.1% | -5.5% | 0.020% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 6,173 | $476K | 0.1% | +3.0% | 0.020% | |
| 4/28/2025 | Swmg LLC | 5,636 | $414K | 0.2% | -13.3% | 0.019% | |
| 4/28/2025 | Salomon & Ludwin LLC | 15,967 | $1.23M | 0.1% | +16.0% | 0.053% | |
| 4/28/2025 | ABLE Financial Group LLC | 2,637 | $203K | 0.1% | -26.3% | 0.009% | |
