| 7/25/2025 | Atria Wealth Solutions Inc. | 107,167 | $1.85M | 0.0% | +10.5% | 0.102% | |
| 7/25/2025 | Apollon Wealth Management LLC | 49,914 | $855K | 0.0% | -8.9% | 0.047% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 54,977 | $941K | 0.4% | -3.1% | 0.052% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 26,796 | $459K | 0.0% | +73.7% | 0.025% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 1,505 | $26K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | MSH Capital Advisors LLC | 84,519 | $1.45M | 0.4% | +5.3% | 0.080% | |
| 7/23/2025 | Guild Investment Management Inc. | 41,180 | $705K | 0.6% | -3.5% | 0.039% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 86,107 | $1.47M | 0.1% | -55.8% | 0.082% | |
| 7/22/2025 | Measured Risk Portfolios Inc. | 136,059 | $2.33M | 2.2% | +1.5% | 0.129% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 214,581 | $3.67M | 0.1% | +10.8% | 0.204% | |
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| 7/21/2025 | NTV Asset Management LLC | 123,136 | $2.11M | 0.3% | +19.3% | 0.117% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 11,415 | $195K | 0.1% | -69.4% | 0.011% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 2,815 | $48K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Tanager Wealth Management LLP | 1,142,036 | $19.55M | 2.3% | -4.9% | 1.084% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 22,131 | $379K | 0.0% | -6.1% | 0.021% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 10,791 | $185K | 0.1% | -13.2% | 0.010% | |
| 7/18/2025 | Truist Financial Corp | 168,524 | $2.89M | 0.0% | -1.2% | 0.160% | |
| 7/17/2025 | Sound Income Strategies LLC | 303,103 | $5.19M | 0.3% | -2.6% | 0.288% | |
| 7/15/2025 | Evanson Asset Management LLC | 55,679 | $953K | 0.1% | N/A | 0.053% | |
| 7/15/2025 | Sheets Smith Wealth Management | 79,178 | $1.36M | 0.2% | -3.0% | 0.075% | |
| 7/14/2025 | Park Avenue Securities LLC | 311,261 | $5.33M | 0.0% | N/A | 0.296% | |
| 7/14/2025 | Sowell Financial Services LLC | 45,955 | $787K | 0.0% | -1.2% | 0.044% | |
| 7/11/2025 | Farther Finance Advisors LLC | 40,180 | $688K | 0.0% | +67.9% | 0.038% | |
| 7/11/2025 | Brendel Financial Advisors LLC | 145,841 | $2.50M | 1.4% | +2.9% | 0.139% | |
| 7/10/2025 | Marshall Financial Group LLC | 54,308 | $941K | 0.2% | -8.4% | 0.052% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 131,939 | $2.30M | 0.0% | -12.1% | 0.125% | |
| 7/9/2025 | Procyon Advisors LLC | 21,992 | $377K | 0.0% | -6.4% | 0.021% | |
| 7/7/2025 | Investors Research Corp | 233,586 | $4.00M | 0.8% | +12.0% | 0.222% | |
| 7/7/2025 | Good Steward Wealth Advisors LLC | 498,682 | $8.54M | 6.7% | +128.1% | 0.474% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 63,409 | $1.06M | 0.0% | -2.1% | 0.060% | |
| 5/21/2025 | Bluefin Capital Management LLC | 21,962 | $368K | 0.3% | N/A | 0.021% | |
| 5/19/2025 | Jane Street Group LLC | 19,149 | $321K | 0.0% | -84.7% | 0.018% | |
| 5/19/2025 | Advisory Alpha LLC | 18,412 | $309K | 0.0% | N/A | 0.017% | |
| 5/16/2025 | Jones Financial Companies Lllp | 83,697 | $1.40M | 0.0% | -19.3% | 0.079% | |
| 5/16/2025 | Redwood Financial Network Corp | 64,692 | $1.08M | 0.8% | +1.1% | 0.061% | |
| 5/15/2025 | Royal Bank of Canada | 397,699 | $6.66M | 0.0% | -0.4% | 0.376% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 15,049 | $252K | 0.1% | N/A | 0.014% | |
| 5/14/2025 | Comerica Bank | 17,061 | $286K | 0.0% | +5.0% | 0.016% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 261,917 | $4.39M | 0.0% | -21.0% | 0.247% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 194,879 | $3.27M | 0.2% | +1.8% | 0.184% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 163,697 | $2.74M | 0.0% | -50.4% | 0.155% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 102,938 | $1.73M | 0.8% | +1.1% | 0.097% | |
| 5/14/2025 | Level Four Advisory Services LLC | 393,825 | $6.60M | 0.3% | +4.6% | 0.372% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 277,227 | $4.65M | 0.0% | +35.3% | 0.262% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,180,374 | $36.54M | 0.0% | -12.5% | 2.059% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 2,137,955 | $35.83M | 24.9% | -3.1% | 2.019% | |
| 5/13/2025 | Howard Wealth Management LLC | 94,006 | $1.58M | 0.9% | +9.8% | 0.087% | |
| 5/13/2025 | Measured Risk Portfolios Inc. | 134,016 | $2.25M | 2.4% | +3.0% | 0.125% | |
| 5/13/2025 | MSH Capital Advisors LLC | 80,249 | $1.35M | 0.4% | +1.9% | 0.075% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 23,254 | $390K | 0.3% | +4.3% | 0.022% | |
| 5/12/2025 | AlphaCore Capital LLC | 5,408 | $91K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | 1834 Investment Advisors Co. | 16,018 | $268K | 0.0% | -4.0% | 0.015% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 106,010 | $1.75M | 0.1% | +5.2% | 0.099% | |
| 5/9/2025 | Silver Coast Investments LLC | 284,431 | $4.77M | 1.8% | +2.2% | 0.265% | |
| 5/9/2025 | Blair William & Co. IL | 2,000 | $34K | 0.0% | -35.0% | 0.002% | |
| 5/8/2025 | Harbour Investments Inc. | 28,393 | $476K | 0.0% | +64.1% | 0.026% | |
| 5/8/2025 | Tandem Financial LLC | 43,323 | $726K | 0.8% | +33.6% | 0.040% | |
| 5/8/2025 | Dearborn Partners LLC | 16,000 | $268K | 0.0% | N/A | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 2,455,663 | $41.16M | 0.0% | +13.1% | 2.285% | |
| 5/7/2025 | Texas Yale Capital Corp. | 17,694 | $297K | 0.0% | -5.8% | 0.016% | |
| 5/7/2025 | Inspire Advisors LLC | 60,498 | $1.01M | 0.1% | N/A | 0.056% | |
| 5/6/2025 | Cetera Investment Advisers | 83,233 | $1.40M | 0.0% | +7.4% | 0.077% | |
| 5/6/2025 | Kovack Advisors Inc. | 13,094 | $219K | 0.0% | -5.8% | 0.012% | |
| 5/6/2025 | Guild Investment Management Inc. | 42,680 | $715K | 0.8% | -2.3% | 0.040% | |
| 5/5/2025 | Carmel Capital Partners LLC | 459,395 | $7.70M | 3.0% | +7.3% | 0.428% | |
| 5/5/2025 | Montag A & Associates Inc. | 7,279 | $122K | 0.0% | +24.8% | 0.007% | |
| 5/5/2025 | IFP Advisors Inc | 12,214 | $205K | 0.0% | +24.6% | 0.011% | |
| 5/5/2025 | Resurgent Financial Advisors LLC | 12,240 | $205K | 0.1% | -10.4% | 0.011% | |
| 5/5/2025 | Private Advisor Group LLC | 174,626 | $2.93M | 0.0% | +14.3% | 0.163% | |
| 5/2/2025 | Castlekeep Investment Advisors LLC | 134,183 | $2.25M | 1.2% | +939.3% | 0.125% | |
| 5/2/2025 | Apollon Wealth Management LLC | 54,793 | $918K | 0.0% | -35.5% | 0.051% | |
| 5/2/2025 | Sigma Planning Corp | 46,865 | $785K | 0.0% | N/A | 0.044% | |
| 5/1/2025 | CWM LLC | 4,000 | $67K | 0.0% | -21.6% | 0.004% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 15,173 | $254K | 0.1% | -3.9% | 0.014% | |
| 4/30/2025 | Cerity Partners LLC | 12,500 | $210K | 0.0% | +19.0% | 0.012% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 55,819 | $936K | 0.0% | +1.4% | 0.052% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 579,369 | $9.71M | 0.0% | +5.3% | 0.539% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 319,061 | $5.35M | 0.1% | +59.6% | 0.297% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 26,641 | $447K | 0.0% | -3.8% | 0.025% | |
| 4/28/2025 | D.A. Davidson & CO. | 74,566 | $1.25M | 0.0% | +5.4% | 0.069% | |
| 4/28/2025 | Private Trust Co. NA | 15,551 | $261K | 0.0% | +82.4% | 0.014% | |
| 4/25/2025 | Valley National Advisers Inc. | 4,383 | $73K | 0.0% | N/A | 0.004% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 77,714 | $1.30M | 0.1% | +12.5% | 0.072% | |
| 4/25/2025 | Sovran Advisors LLC | 16,518 | $263K | 0.0% | +14.8% | 0.015% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 190,741 | $3.20M | 0.0% | +5.9% | 0.178% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 46,896 | $792K | 0.0% | -22.9% | 0.044% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 23,581 | $395K | 0.0% | -18.6% | 0.022% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 56,744 | $951K | 0.4% | +15.7% | 0.053% | |
| 4/24/2025 | Tanager Wealth Management LLP | 1,201,229 | $20.13M | 2.6% | -8.3% | 1.118% | |
| 4/23/2025 | Sheets Smith Wealth Management | 81,629 | $1.37M | 0.2% | -0.8% | 0.076% | |
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| 4/23/2025 | AssuredPartners Investment Advisors LLC | 113,004 | $1.89M | 0.4% | +8.2% | 0.105% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 163,490 | $2.74M | 0.0% | +0.8% | 0.152% | |
| 4/22/2025 | Mayport LLC | 17,548 | $294K | 0.1% | N/A | 0.016% | |
| 4/21/2025 | Good Steward Wealth Advisors LLC | 218,649 | $3.67M | 3.3% | N/A | 0.203% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 24,964 | $395K | 0.2% | -34.1% | 0.023% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 43,047 | $721K | 0.1% | +1.8% | 0.039% | |
| 4/17/2025 | Sowell Financial Services LLC | 46,530 | $780K | 0.0% | +7.1% | 0.042% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 27,922 | $468K | 0.0% | +26.2% | 0.025% | |
| 4/17/2025 | Sound Income Strategies LLC | 311,254 | $5.22M | 0.3% | +2.6% | 0.282% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 150,059 | $2.52M | 0.0% | -2.9% | 0.136% | |
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