| 5/21/2025 | Geneos Wealth Management Inc. | 7,374 | $691K | 0.0% | -6.8% | 0.055% | |
| 5/19/2025 | Jane Street Group LLC | 8,713 | $816K | 0.0% | N/A | 0.065% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 2,760 | $259K | 0.0% | N/A | 0.021% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,225 | $208K | 0.0% | -83.3% | 0.017% | |
| 5/16/2025 | Ruggaard & Associates LLC | 138,806 | $13.00M | 5.7% | +3.9% | 1.040% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,270 | $400K | 0.0% | N/A | 0.032% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 15,149 | $1.42M | 0.0% | +6.2% | 0.113% | |
| 5/15/2025 | Royal Bank of Canada | 116,792 | $10.94M | 0.0% | +336.2% | 0.875% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 115,984 | $10.86M | 1.6% | -5.4% | 0.869% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 13,905 | $1.30M | 0.1% | +1.7% | 0.104% | |
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| 5/14/2025 | Comerica Bank | 882 | $83K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Synovus Financial Corp | 248,033 | $23.23M | 0.3% | +4.4% | 1.858% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 37,660 | $3.53M | 0.0% | +13.9% | 0.282% | |
| 5/14/2025 | CW Advisors LLC | 2,558 | $240K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Capital Analysts LLC | 29,921 | $2.80M | 0.1% | +4.4% | 0.224% | |
| 5/13/2025 | Raymond James Financial Inc. | 471,952 | $44.21M | 0.0% | +13.0% | 3.535% | |
| 5/13/2025 | American Century Companies Inc. | 892,793 | $83.63M | 0.1% | -0.2% | 6.688% | |
| 5/13/2025 | HighTower Advisors LLC | 12,125 | $1.14M | 0.0% | +118.5% | 0.091% | |
| 5/12/2025 | Maia Wealth LLC | 9,047 | $847K | 0.2% | N/A | 0.068% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 3,222 | $302K | 0.0% | +43.3% | 0.024% | |
| 5/8/2025 | US Bancorp DE | 365 | $34K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Harbour Investments Inc. | 2,356 | $221K | 0.0% | +5.8% | 0.018% | |
| 5/8/2025 | Arkadios Wealth Advisors | 47,073 | $4.41M | 0.2% | +938.7% | 0.353% | |
| 5/8/2025 | Cozad Asset Management Inc. | 4,737 | $444K | 0.0% | +29.5% | 0.035% | |
| 5/7/2025 | MB Levis & Associates LLC | 79,035 | $7.40M | 3.4% | +3.5% | 0.592% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 8,198 | $768K | 0.0% | N/A | 0.061% | |
| 5/7/2025 | Sunpointe LLC | 7,341 | $688K | 0.4% | +2.8% | 0.055% | |
| 5/7/2025 | Nemes Rush Group LLC | 625 | $59K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | LPL Financial LLC | 1,608,582 | $150.68M | 0.1% | +17.0% | 12.298% | |
| 5/7/2025 | Valued Retirements Inc. | 10,228 | $958K | 1.3% | N/A | 0.078% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 24,128 | $2.39M | 0.3% | +7.1% | 0.184% | |
| 5/6/2025 | Assetmark Inc. | 274 | $26K | 0.0% | N/A | 0.002% | |
| 5/6/2025 | Cetera Investment Advisers | 60,011 | $5.62M | 0.0% | -45.4% | 0.459% | |
| 5/6/2025 | AE Wealth Management LLC | 12,099 | $1.13M | 0.0% | +126.6% | 0.093% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 11,686 | $1.10M | 0.5% | +102.4% | 0.089% | |
| 5/6/2025 | WT Wealth Management | 15,426 | $1.45M | 0.5% | N/A | 0.118% | |
| 5/5/2025 | IFP Advisors Inc | 26,053 | $2.44M | 0.1% | +65.7% | 0.199% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 34,018 | $3.19M | 0.1% | +13.2% | 0.260% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 33,641 | $3.15M | 1.1% | -11.6% | 0.257% | |
| 5/5/2025 | Mainstay Capital Management LLC ADV | 966,950 | $90.57M | 12.4% | -17.3% | 7.393% | |
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| 5/5/2025 | Private Advisor Group LLC | 215,419 | $20.18M | 0.1% | +18.2% | 1.647% | |
| 5/2/2025 | Fortis Group Advisors LLC | 11,426 | $1.07M | 0.2% | N/A | 0.087% | |
| 5/2/2025 | Parcion Private Wealth LLC | 50,378 | $4.72M | 0.4% | +3.0% | 0.385% | |
| 5/2/2025 | Larson Financial Group LLC | 194,712 | $18.24M | 0.9% | +89.3% | 1.489% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 13,354 | $1.25M | 0.3% | +52.3% | 0.102% | |
| 5/2/2025 | Dakota Wealth Management | 68,883 | $6.45M | 0.2% | -14.9% | 0.527% | |
| 5/2/2025 | Apollon Financial LLC | 2,965 | $278K | 0.1% | +9.2% | 0.023% | |
| 5/2/2025 | Sigma Planning Corp | 45,063 | $4.22M | 0.1% | -5.2% | 0.345% | |
| 5/1/2025 | Key Financial Inc | 10,956 | $1.03M | 0.2% | +1,411.2% | 0.084% | |
| 5/1/2025 | Park Square Financial Group LLC | 913 | $86K | 0.1% | N/A | 0.007% | |
| 4/30/2025 | 49 Wealth Management LLC | 6,081 | $570K | 0.1% | -47.2% | 0.046% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 97,339 | $9.12M | 0.1% | -1.9% | 0.744% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 84,663 | $7.93M | 0.4% | -4.8% | 0.647% | |
| 4/30/2025 | Brown Advisory Inc. | 4,660 | $437K | 0.0% | N/A | 0.036% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 599,090 | $56.12M | 0.0% | -4.6% | 4.580% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 4,357 | $408K | 0.1% | -18.7% | 0.033% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 12,400 | $1.14M | 0.4% | +73.9% | 0.095% | |
| 4/25/2025 | Unified Investment Management | 12,045 | $1.13M | 1.3% | -4.7% | 0.092% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 76,445 | $7.56M | 0.3% | -16.6% | 0.584% | |
| 4/24/2025 | Golden State Wealth Management LLC | 8,713 | $816K | 0.1% | N/A | 0.067% | |
| 4/24/2025 | Legacy CG LLC | 25,417 | $2.38M | 0.8% | +32.9% | 0.194% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 10,472 | $981K | 0.1% | N/A | 0.080% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 3,798 | $356K | 0.1% | +26.3% | 0.029% | |
| 4/23/2025 | KPP Advisory Services LLC | 10,089 | $945K | 0.2% | N/A | 0.077% | |
| 4/23/2025 | Golden State Wealth Management LLC | 17,426 | $1.63M | 0.1% | N/A | 0.133% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 4,357 | $408K | 0.0% | -18.7% | 0.033% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 16,714 | $1.57M | 0.8% | +33,328.0% | 0.128% | |
| 4/23/2025 | Win Advisors Inc. | 128,399 | $12.03M | 6.2% | -35.3% | 0.982% | |
| 4/23/2025 | Petros Family Wealth LLC | 33,271 | $3.12M | 3.4% | +35.7% | 0.254% | |
| 4/23/2025 | Moneywise Inc. | 39,327 | $3.68M | 2.0% | -16.1% | 0.301% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 42,644 | $3.99M | 0.2% | +0.9% | 0.326% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 63,547 | $5.95M | 0.0% | +0.9% | 0.486% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,447 | $1.54M | 0.0% | +6.8% | 0.126% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 32,267 | $3.02M | 0.2% | -6.9% | 0.247% | |
| 4/17/2025 | MFA Wealth Services | 80,386 | $7.53M | 6.2% | +5.9% | 0.615% | |
| 4/16/2025 | Pathway Financial Advisors LLC | 59,415 | $5.57M | 1.0% | +1.7% | 0.454% | |
| 4/15/2025 | Strategic Equity Management | 4,481 | $420K | 0.2% | -53.3% | 0.034% | |
| 4/14/2025 | Capital Investment Advisors LLC | 41,992 | $3.93M | 0.1% | +35.5% | 0.340% | |
| 4/11/2025 | IAM Advisory LLC | 139,511 | $13.07M | 3.4% | -5.6% | 1.130% | |
| 4/11/2025 | Procyon Advisors LLC | 298,510 | $27.96M | 1.7% | -2.4% | 2.417% | |
| 4/11/2025 | Next Level Private LLC | 86,003 | $8.06M | 3.0% | N/A | 0.696% | |
| 4/9/2025 | Freestate Advisors LLC | 9,471 | $887K | 0.9% | -3.1% | 0.077% | |
| 4/9/2025 | RFG Advisory LLC | 10,775 | $1.01M | 0.0% | N/A | 0.087% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 873,010 | $87.04M | 1.9% | +4.8% | 7.185% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 13,677 | $1.36M | 0.1% | -20.2% | 0.126% | |
| 2/18/2025 | 49 Wealth Management LLC | 11,527 | $1.15M | 0.2% | -37.8% | 0.106% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 3,945 | $393K | 0.3% | N/A | 0.036% | |
| 2/17/2025 | Waverly Advisors LLC | 5,499 | $548K | 0.0% | -3.9% | 0.051% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 4,026 | $401K | 0.0% | +68.7% | 0.037% | |
| 2/17/2025 | Cresset Asset Management LLC | 28,632 | $2.86M | 0.0% | +3.7% | 0.264% | |
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| 2/17/2025 | Cetera Investment Advisers | 109,870 | $10.95M | 0.0% | -1.3% | 1.013% | |
| 2/17/2025 | Captrust Financial Advisors | 31,364 | $3.13M | 0.0% | -8.8% | 0.289% | |
| 2/17/2025 | Citadel Advisors LLC | 12,505 | $1.25M | 0.0% | -42.2% | 0.115% | |
| 2/17/2025 | Bank of America Corp DE | 162,887 | $16.24M | 0.0% | +163.4% | 1.501% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 2,843 | $283K | 0.0% | N/A | 0.026% | |
| 2/14/2025 | Capital Analysts LLC | 28,665 | $2.86M | 0.1% | -4.7% | 0.264% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,271 | $1.42M | 0.0% | +5.3% | 0.132% | |
| 2/14/2025 | Susquehanna International Group LLP | 18,670 | $1.86M | 0.0% | +71.8% | 0.172% | |
| 2/14/2025 | IHT Wealth Management LLC | 28,984 | $2.89M | 0.1% | +7.9% | 0.267% | |
| 2/14/2025 | Stifel Financial Corp | 31,457 | $3.14M | 0.0% | -51.8% | 0.290% | |
