| 7/25/2025 | Verdence Capital Advisors LLC | 12,197 | $491K | 0.0% | +56.6% | 0.014% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 92,151 | $3.71M | 0.1% | +1.8% | 0.103% | |
| 7/25/2025 | MGO One Seven LLC | 45,458 | $1.83M | 0.1% | +36.1% | 0.051% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 104,984 | $4.22M | 2.2% | +16.7% | 0.117% | |
| 7/25/2025 | CWM LLC | 2,601,082 | $104.64M | 0.4% | +40.5% | 2.899% | |
| 7/23/2025 | Valmark Advisers Inc. | 19,144 | $770K | 0.0% | N/A | 0.022% | |
| 7/23/2025 | WESPAC Advisors LLC | 8,250 | $332K | 0.2% | +10.6% | 0.009% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 360,157 | $14.49M | 0.9% | +130.7% | 0.407% | |
| 7/23/2025 | SteelPeak Wealth LLC | 17,513 | $705K | 0.0% | -24.3% | 0.020% | |
| 7/22/2025 | Belpointe Asset Management LLC | 24,292 | $977K | 0.0% | -11.4% | 0.027% | |
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| 7/22/2025 | IVC Wealth Advisors LLC | 270,420 | $10.88M | 5.3% | +48.1% | 0.305% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 33,546 | $1.35M | 0.0% | -4.0% | 0.038% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 282,838 | $11.38M | 3.8% | +42.5% | 0.319% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,002 | $121K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 49,950 | $2.01M | 0.2% | -7.2% | 0.056% | |
| 7/18/2025 | Foundry Financial Group Inc. | 159,013 | $6.40M | 3.6% | +3.0% | 0.178% | |
| 7/18/2025 | Provident Wealth Management LLC | 60,600 | $2.44M | 0.8% | -8.2% | 0.068% | |
| 7/18/2025 | Truist Financial Corp | 93,453 | $3.76M | 0.0% | -80.1% | 0.105% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 428,069 | $17.22M | 0.0% | +12.4% | 0.486% | |
| 7/17/2025 | ERn Financial LLC | 130,888 | $5.27M | 1.1% | -26.0% | 0.149% | |
| 7/17/2025 | Clear Point Advisors Inc. | 12,103 | $487K | 0.4% | N/A | 0.014% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 64,930 | $2.61M | 0.7% | -40.7% | 0.074% | |
| 7/16/2025 | Embree Financial Group | 277,002 | $11.14M | 1.7% | +47.6% | 0.315% | |
| 7/16/2025 | Cox Capital Mgt LLC | 22,079 | $888K | 0.6% | -3.1% | 0.025% | |
| 7/16/2025 | Kingsman Wealth Management Inc. | 20,421 | $822K | 0.5% | -2.8% | 0.023% | |
| 7/16/2025 | Essex Financial Services Inc. | 76,956 | $3.10M | 0.2% | +22.2% | 0.087% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 182,199 | $7.33M | 3.5% | +1.7% | 0.207% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 1,482,253 | $59.63M | 16.5% | +3.7% | 1.691% | |
| 7/14/2025 | AdvisorNet Financial Inc | 396,117 | $15.94M | 1.0% | +7.6% | 0.452% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 31,639 | $1.27M | 0.2% | +3.4% | 0.036% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,087 | $205K | 0.0% | -40.8% | 0.006% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 35,967 | $1.45M | 0.1% | +14.2% | 0.041% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 90,903 | $3.66M | 0.4% | +19.1% | 0.104% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 280,067 | $11.27M | 1.4% | +4.9% | 0.322% | |
| 7/10/2025 | Baker Tilly Wealth Management LLC | 333,961 | $13.44M | 4.8% | +17.5% | 0.384% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,000,662 | $41.10M | 0.1% | -7.4% | 1.149% | |
| 7/10/2025 | Sovran Advisors LLC | 106,524 | $4.32M | 0.5% | -16.1% | 0.122% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 5,668 | $228K | 0.1% | -52.1% | 0.007% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 10,028 | $403K | 0.2% | +6.6% | 0.012% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 38,921 | $1.60M | 0.6% | -4.3% | 0.045% | |
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| 7/8/2025 | Ballew Advisors Inc | 38,969 | $1.60M | 0.9% | N/A | 0.045% | |
| 6/2/2025 | Modern Wealth Management LLC | 511,520 | $19.48M | 0.6% | +335.2% | 0.670% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 55,783 | $2.12M | 0.4% | +235.1% | 0.078% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 144,895 | $5.52M | 0.2% | N/A | 0.202% | |
| 5/20/2025 | Belpointe Asset Management LLC | 27,430 | $1.05M | 0.1% | +8.4% | 0.038% | |
| 5/19/2025 | Jane Street Group LLC | 62,499 | $2.38M | 0.0% | N/A | 0.087% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 395,359 | $15.06M | 1.1% | +7.8% | 0.552% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,073 | $231K | 0.0% | -7.8% | 0.008% | |
| 5/15/2025 | Royal Bank of Canada | 73,471 | $2.80M | 0.0% | +14.7% | 0.103% | |
| 5/15/2025 | MAI Capital Management | 42,187 | $1.61M | 0.0% | +44.3% | 0.059% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 126,859 | $4.83M | 0.7% | +0.7% | 0.177% | |
| 5/14/2025 | Comerica Bank | 6,350 | $242K | 0.0% | +15.3% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,724,187 | $65.66M | 0.1% | +25.7% | 2.408% | |
| 5/14/2025 | Haverford Trust Co | 176,103 | $6.71M | 0.1% | N/A | 0.246% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 156,086 | $5.94M | 0.4% | +76.1% | 0.218% | |
| 5/14/2025 | Kestra Advisory Services LLC | 440,814 | $16.79M | 0.1% | +7.9% | 0.616% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 15,815 | $602K | 0.4% | +3.8% | 0.022% | |
| 5/14/2025 | CW Advisors LLC | 12,467 | $476K | 0.0% | N/A | 0.017% | |
| 5/14/2025 | Capital Analysts LLC | 250,997 | $9.56M | 0.4% | +290.6% | 0.351% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 221,810 | $8.45M | 0.1% | +147.9% | 0.310% | |
| 5/13/2025 | HighTower Advisors LLC | 1,332,525 | $50.74M | 0.1% | +1,460.3% | 1.861% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,700 | $788K | 0.0% | +16.9% | 0.029% | |
| 5/12/2025 | Townsquare Capital LLC | 6,839 | $260K | 0.0% | N/A | 0.010% | |
| 5/9/2025 | Coign Capital Advisors LLC | 154,828 | $5.90M | 4.5% | +5.0% | 0.216% | |
| 5/9/2025 | Wealthspire Advisors LLC | 371,755 | $14.16M | 0.1% | +12.6% | 0.519% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 90,487 | $3.45M | 0.0% | -6.6% | 0.126% | |
| 5/9/2025 | Empire Life Investments Inc. | 205,130 | $7.81M | 0.5% | +3.3% | 0.286% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 3,750,951 | $142.84M | 0.2% | +205.7% | 5.239% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 138,551 | $5.28M | 0.0% | +62.8% | 0.194% | |
| 5/8/2025 | Harbour Investments Inc. | 77,587 | $2.95M | 0.1% | +35.2% | 0.108% | |
| 5/8/2025 | Cannon Wealth Management Services LLC | 148,736 | $5.54M | 4.9% | +6.5% | 0.208% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 166,542 | $6.34M | 0.2% | N/A | 0.233% | |
| 5/8/2025 | Cozad Asset Management Inc. | 9,343 | $356K | 0.0% | +34.5% | 0.013% | |
| 5/7/2025 | LPL Financial LLC | 132,996 | $5.06M | 0.0% | +67.3% | 0.186% | |
| 5/6/2025 | Cetera Investment Advisers | 2,794,248 | $106.41M | 0.2% | +20.9% | 4.197% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 225,030 | $8.57M | 0.1% | +87.2% | 0.338% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 109,520 | $4.17M | 1.2% | +1.9% | 0.164% | |
| 5/6/2025 | Brookwood Investment Group LLC | 9,299 | $354K | 0.1% | N/A | 0.014% | |
| 5/6/2025 | Principle Wealth Partners LLC | 11,267 | $429K | 0.0% | +50.0% | 0.017% | |
| 5/5/2025 | Kingsman Wealth Management Inc. | 21,001 | $800K | 0.6% | N/A | 0.032% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 7,232 | $275K | 0.1% | -20.3% | 0.011% | |
| 5/5/2025 | Midwest Capital Advisors LLC | 89,992 | $3.43M | 2.1% | +13.0% | 0.135% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 82,323 | $3.14M | 0.1% | N/A | 0.124% | |
| 5/5/2025 | IFP Advisors Inc | 21,588 | $822K | 0.0% | +22.0% | 0.032% | |
| 5/5/2025 | Foundry Financial Group Inc. | 154,396 | $5.88M | 3.6% | +3.2% | 0.232% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 65,862 | $2.51M | 0.0% | +10.1% | 0.099% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 7,790 | $297K | 0.0% | +9.6% | 0.012% | |
| 5/2/2025 | Sigma Planning Corp | 71,249 | $2.71M | 0.1% | -2.6% | 0.107% | |
| 5/1/2025 | CWM LLC | 1,850,921 | $70.48M | 0.3% | +10.1% | 2.780% | |
| 5/1/2025 | Stephens Inc. AR | 12,070 | $460K | 0.0% | +2.5% | 0.018% | |
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| 5/1/2025 | Northwest Capital Management Inc | 2,671 | $102K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | WESPAC Advisors LLC | 7,461 | $284K | 0.2% | N/A | 0.011% | |
| 4/30/2025 | Allworth Financial LP | 2,980 | $109K | 0.0% | +11.2% | 0.004% | |
| 4/30/2025 | Brown Advisory Inc. | 12,302 | $468K | 0.0% | N/A | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,044,169 | $39.76M | 0.0% | +140.2% | 1.568% | |
| 4/29/2025 | Bank of New York Mellon Corp | 73,278 | $2.79M | 0.0% | +11.5% | 0.110% | |
| 4/29/2025 | World Investment Advisors | 12,207 | $465K | 0.0% | +88.5% | 0.018% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 31,489 | $1.19M | 0.1% | +4.6% | 0.047% | |
| 4/28/2025 | Castle Wealth Management LLC | 135,867 | $5.17M | 2.0% | N/A | 0.204% | |
| 4/28/2025 | D.A. Davidson & CO. | 56,312 | $2.14M | 0.0% | -9.7% | 0.085% | |
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