| 5/2/2025 | Tectonic Advisors LLC | 249,364 | $13.27M | 0.8% | +7.6% | 0.703% | |
| 5/2/2025 | Wealthfront Advisers LLC | 22,049 | $1.17M | 0.0% | +9.0% | 0.062% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 12,860 | $685K | 0.2% | N/A | 0.036% | |
| 5/2/2025 | Apollon Wealth Management LLC | 15,035 | $800K | 0.0% | -4.9% | 0.042% | |
| 5/1/2025 | CWM LLC | 792 | $42K | 0.0% | N/A | 0.002% | |
| 5/1/2025 | Stephens Inc. AR | 108,731 | $5.79M | 0.1% | +5.2% | 0.307% | |
| 5/1/2025 | Barry Investment Advisors LLC | 182,522 | $9.72M | 2.6% | +4.3% | 0.515% | |
| 4/30/2025 | Cerity Partners LLC | 35,332 | $1.88M | 0.0% | -14.2% | 0.100% | |
| 4/30/2025 | Hara Capital LLC | 675 | $36K | 0.0% | -45.1% | 0.002% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 23,898 | $1.27M | 0.0% | -5.6% | 0.067% | |
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| 4/30/2025 | Pekin Hardy Strauss Inc. | 64,464 | $3.43M | 0.4% | +6.1% | 0.182% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,152 | $594K | 0.0% | +160.7% | 0.031% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 477,560 | $25.42M | 0.0% | -2.8% | 1.347% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 37,720 | $2.01M | 0.4% | +4.0% | 0.106% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 20,019 | $1.07M | 0.1% | +40.3% | 0.056% | |
| 4/28/2025 | D.A. Davidson & CO. | 78,493 | $4.18M | 0.0% | +26.6% | 0.221% | |
| 4/28/2025 | Private Trust Co. NA | 766 | $41K | 0.0% | -20.7% | 0.002% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 10,338 | $516K | 0.2% | +77.8% | 0.029% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 250,379 | $13.33M | 2.9% | +2.3% | 0.706% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 57,804 | $3.08M | 0.8% | N/A | 0.163% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 122,727 | $6.53M | 1.3% | +2.3% | 0.346% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 130,429 | $6.94M | 1.2% | +494.7% | 0.368% | |
| 4/24/2025 | Sunbelt Securities Inc. | 7,397 | $394K | 0.0% | -59.0% | 0.021% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 18,300 | $979K | 0.0% | -7.6% | 0.052% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 225,106 | $11.98M | 0.9% | +3,801.3% | 0.635% | |
| 4/22/2025 | Whalen Wealth Management Inc. | 44,869 | $2.39M | 1.6% | -25.8% | 0.127% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 3,850 | $205K | 0.0% | N/A | 0.011% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,191 | $2.30M | 0.0% | -8.7% | 0.122% | |
| 4/22/2025 | Register Financial Advisors LLC | 1,385 | $74K | 0.0% | N/A | 0.004% | |
| 4/21/2025 | L.M. Kohn & Company | 5,445 | $290K | 0.1% | +12.4% | 0.015% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 52,449 | $2.71M | 0.2% | +267.5% | 0.148% | |
| 4/21/2025 | Friedenthal Financial | 11,497 | $612K | 0.4% | -2.7% | 0.032% | |
| 4/18/2025 | Demars Financial Group LLC | 608,525 | $32.39M | 0.1% | N/A | 1.717% | |
| 4/17/2025 | Inscription Capital LLC | 16,733 | $891K | 0.1% | N/A | 0.047% | |
| 4/17/2025 | Columbus Macro LLC | 260,561 | $13.87M | 1.8% | +4.2% | 0.735% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 212,275 | $11.30M | 0.0% | +12.5% | 0.599% | |
| 4/16/2025 | Rockland Trust Co. | 16,614 | $884K | 0.0% | -25.9% | 0.047% | |
| 4/15/2025 | Sonora Investment Management Group LLC | 96,399 | $5.13M | 0.4% | +18.3% | 0.272% | |
| 4/15/2025 | Attessa Capital LLC | 50,065 | $2.67M | 1.7% | -1.2% | 0.141% | |
| 4/14/2025 | Farther Finance Advisors LLC | 14,850 | $799K | 0.0% | -7.3% | 0.042% | |
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| 4/11/2025 | Principia Wealth Advisory LLC | 32,423 | $1.73M | 1.6% | -50.6% | 0.091% | |
| 4/10/2025 | Charles Schwab Trust Co | 32,621 | $1.74M | 0.1% | N/A | 0.092% | |
| 4/10/2025 | Naples Global Advisors LLC | 9,809 | $522K | 0.0% | -2.3% | 0.028% | |
| 4/9/2025 | RFG Advisory LLC | 167,122 | $8.90M | 0.2% | +5.6% | 0.471% | |
| 4/9/2025 | Gradient Investments LLC | 430,352 | $22.91M | 0.5% | +4.1% | 1.214% | |
| 4/9/2025 | Strong Tower Advisory Services | 43,642 | $2.32M | 0.6% | +12.8% | 0.123% | |
| 4/9/2025 | NBC Securities Inc. | 640 | $34K | 0.0% | N/A | 0.002% | |
| 4/9/2025 | Worth Asset Management LLC | 7,103 | $378K | 0.2% | -6.1% | 0.020% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 14,020 | $746K | 0.5% | -47.0% | 0.040% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 171,016 | $9.10M | 2.5% | +2.1% | 0.482% | |
| 4/8/2025 | Advisory Alpha LLC | 32,453 | $1.73M | 0.1% | -13.0% | 0.092% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,921 | $102K | 0.0% | N/A | 0.005% | |
| 3/27/2025 | Milestone Asset Management Group LLC | 4,462 | $220K | 0.2% | N/A | 0.013% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 188,752 | $9.33M | 0.0% | +22.6% | 0.539% | |
| 3/10/2025 | Mattson Financial Services LLC | 6,913 | $332K | 0.1% | +44.4% | 0.020% | |
| 2/25/2025 | Heck Capital Advisors LLC | 1,242 | $61K | 0.0% | N/A | 0.004% | |
| 2/18/2025 | Sunbelt Securities Inc. | 18,046 | $889K | 0.1% | +12.5% | 0.053% | |
| 2/17/2025 | FWL Investment Management LLC | 3,773 | $186K | 0.1% | +221.7% | 0.011% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 22,122 | $1.09M | 0.0% | N/A | 0.065% | |
| 2/17/2025 | CoreCap Advisors LLC | 11,061 | $547K | 0.0% | +1,152.7% | 0.033% | |
| 2/17/2025 | Cetera Investment Advisers | 360,135 | $17.79M | 0.0% | +9.5% | 1.065% | |
| 2/17/2025 | Bank of America Corp DE | 1,123,278 | $55.50M | 0.0% | -1.3% | 3.322% | |
| 2/17/2025 | Ameriprise Financial Inc. | 46,612 | $2.30M | 0.0% | -23.5% | 0.138% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 7,095 | $351K | 0.0% | -11.2% | 0.021% | |
| 2/14/2025 | Comerica Bank | 96,321 | $4.76M | 0.0% | +6.2% | 0.285% | |
| 2/14/2025 | Lido Advisors LLC | 20,694 | $1.02M | 0.0% | -1.7% | 0.061% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 53,630 | $2.65M | 0.0% | +6.4% | 0.159% | |
| 2/14/2025 | Stifel Financial Corp | 79,237 | $3.92M | 0.0% | +4.4% | 0.234% | |
| 2/14/2025 | GeoWealth Management LLC | 3,352 | $166K | 0.0% | -29.8% | 0.010% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,718 | $304K | 0.0% | +29.6% | 0.017% | |
| 2/13/2025 | NewEdge Advisors LLC | 75,686 | $3.74M | 0.0% | +16.2% | 0.224% | |
| 2/13/2025 | Evergreen Capital Management LLC | 498,718 | $24.64M | 0.8% | N/A | 1.475% | |
| 2/13/2025 | CreativeOne Wealth LLC | 4,942 | $244K | 0.0% | -6.5% | 0.015% | |
| 2/13/2025 | Mariner LLC | 20,589 | $1.02M | 0.0% | +10.9% | 0.061% | |
| 2/13/2025 | Keystone Financial Group | 4,955 | $245K | 0.0% | N/A | 0.015% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 314,826 | $15.56M | 0.0% | -1.4% | 0.931% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 867 | $43K | 0.0% | -24.9% | 0.003% | |
| 2/13/2025 | Raymond James Financial Inc. | 685,004 | $33.85M | 0.0% | N/A | 2.026% | |
| 2/13/2025 | Advisory Services Network LLC | 54,042 | $2.67M | 0.0% | +11.8% | 0.160% | |
| 2/13/2025 | Cerity Partners LLC | 41,170 | $2.03M | 0.0% | +10.8% | 0.122% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 491,460 | $24.28M | 0.0% | +14.1% | 1.454% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,014,936 | $50.15M | 0.0% | +14.5% | 3.002% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 4,601 | $227K | 0.0% | -51.6% | 0.014% | |
| 2/12/2025 | Everstar Asset Management LLC | 4,855 | $240K | 0.2% | -29.2% | 0.014% | |
| 2/12/2025 | JPMorgan Chase & Co. | 15,308 | $756K | 0.0% | -6.1% | 0.045% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 15,474 | $765K | 0.1% | -7.1% | 0.046% | |
| 2/11/2025 | LPL Financial LLC | 763,739 | $37.74M | 0.0% | +6.9% | 2.259% | |
| 2/11/2025 | Sykon Capital LLC | 56,811 | $2.81M | 1.0% | +2.3% | 0.168% | |
| 2/11/2025 | Sei Investments Co. | 82,460 | $4.07M | 0.0% | +22.2% | 0.244% | |
| 2/11/2025 | ProVise Management Group LLC | 4,422 | $218K | 0.0% | N/A | 0.013% | |
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| 2/10/2025 | Tocqueville Asset Management L.P. | 37,914 | $1.87M | 0.0% | +2.3% | 0.112% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 741 | $37K | 0.0% | N/A | 0.002% | |
| 2/10/2025 | Corient Private Wealth LLC | 12,846 | $635K | 0.0% | +10.2% | 0.038% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,722 | $1.32M | 0.0% | -48.1% | 0.079% | |
| 2/10/2025 | Madison Investment Advisors LLC | 180,931 | $8.94M | 0.1% | N/A | 0.535% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 7,166 | $354K | 0.0% | +8.0% | 0.021% | |
| 2/10/2025 | Austin Wealth Management LLC | 6,696 | $355K | 0.1% | -8.6% | 0.020% | |
| 2/10/2025 | Farther Finance Advisors LLC | 16,020 | $792K | 0.0% | +5,560.8% | 0.047% | |
| 2/7/2025 | HighTower Advisors LLC | 59,123 | $2.92M | 0.0% | -4.7% | 0.175% | |
| 2/7/2025 | Guild Investment Management Inc. | 52,130 | $2.58M | 2.8% | +10.1% | 0.154% | |
