| 5/21/2025 | McAdam LLC | 59,955 | $1.78M | 0.1% | -5.4% | 0.228% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 14,292 | $425K | 0.0% | +5.0% | 0.054% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 18,893 | $562K | 0.0% | N/A | 0.071% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,168 | $64K | 0.0% | -90.5% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,627 | $227K | 0.0% | -18.6% | 0.029% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 274,806 | $8.18M | 0.0% | +1.7% | 1.037% | |
| 5/15/2025 | Royal Bank of Canada | 346,671 | $10.31M | 0.0% | -6.9% | 1.308% | |
| 5/15/2025 | MAI Capital Management | 336,044 | $10.00M | 0.1% | -3.7% | 1.268% | |
| 5/14/2025 | Freedom Investment Management Inc. | 16,780 | $499K | 0.0% | -7.7% | 0.063% | |
| 5/14/2025 | SVB Wealth LLC | 1,035 | $31K | 0.0% | N/A | 0.004% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,267 | $157K | 0.0% | -32.1% | 0.020% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 131,753 | $3.92M | 0.1% | -1.8% | 0.497% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 121,945 | $3.63M | 1.7% | -1.1% | 0.460% | |
| 5/13/2025 | Raymond James Financial Inc. | 355,449 | $10.58M | 0.0% | +25.7% | 1.341% | |
| 5/13/2025 | FCA Corp TX | 136,556 | $4.06M | 1.3% | -2.8% | 0.515% | |
| 5/13/2025 | HighTower Advisors LLC | 2,418,528 | $71.95M | 0.1% | +8.5% | 9.127% | |
| 5/13/2025 | Peak Financial Management Inc. | 73,467 | $2.19M | 0.7% | -14.0% | 0.277% | |
| 5/12/2025 | Berger Financial Group Inc | 94,169 | $2.80M | 0.2% | -7.8% | 0.355% | |
| 5/12/2025 | Measured Wealth Private Client Group LLC | 20,148 | $599K | 0.2% | N/A | 0.076% | |
| 5/12/2025 | National Bank of Canada FI | 5,295 | $157K | 0.0% | +7.4% | 0.020% | |
| 5/9/2025 | Blair William & Co. IL | 7,000 | $208K | 0.0% | -38.7% | 0.026% | |
| 5/9/2025 | Blue Sky Capital Consultants Group Inc. | 27,182 | $809K | 0.5% | -81.1% | 0.103% | |
| 5/9/2025 | Avalon Trust Co | 1,000 | $30K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 21,645 | $644K | 0.1% | +15.2% | 0.082% | |
| 5/8/2025 | Walled Lake Planning & Wealth Management LLC | 387,256 | $11.52M | 4.1% | +5.9% | 1.461% | |
| 5/7/2025 | LPL Financial LLC | 464,096 | $13.81M | 0.0% | -20.3% | 1.751% | |
| 5/7/2025 | Cornerstone Advisory LLC | 79,708 | $2.23M | 0.3% | -6.1% | 0.301% | |
| 5/6/2025 | Cetera Investment Advisers | 98,688 | $2.94M | 0.0% | +16.7% | 0.372% | |
| 5/6/2025 | AE Wealth Management LLC | 941 | $28K | 0.0% | +66.5% | 0.004% | |
| 5/6/2025 | Wakefield Asset Management LLLP | 24,579 | $731K | 0.2% | N/A | 0.093% | |
| 5/5/2025 | Montag A & Associates Inc. | 2,728 | $81K | 0.0% | +50.3% | 0.010% | |
| 5/5/2025 | IFP Advisors Inc | 3,250 | $97K | 0.0% | -38.1% | 0.012% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 19,526 | $581K | 0.2% | -38.2% | 0.074% | |
| 5/5/2025 | Private Advisor Group LLC | 74,426 | $2.21M | 0.0% | -41.5% | 0.281% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 28,235 | $840K | 0.2% | N/A | 0.107% | |
| 5/2/2025 | Bogart Wealth LLC | 5,718 | $170K | 0.0% | +10.2% | 0.022% | |
| 5/1/2025 | CWM LLC | 2,520 | $75K | 0.0% | -32.8% | 0.010% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 713,988 | $21.24M | 4.2% | +0.4% | 2.694% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 64,138 | $1.91M | 0.8% | -4.7% | 0.242% | |
| 4/30/2025 | Allworth Financial LP | 23,963 | $677K | 0.0% | -5.1% | 0.090% | |
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| 4/30/2025 | Principal Securities Inc. | 14,425 | $423K | 0.0% | +5.2% | 0.054% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 40,020 | $1.19M | 0.0% | -4.3% | 0.151% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 38,954 | $1.16M | 0.0% | +95.6% | 0.147% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,798 | $321K | 0.0% | -9.1% | 0.041% | |
| 4/28/2025 | North Capital Inc. | 1,080 | $32K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Red Mountain Financial LLC | 36,495 | $1.09M | 1.3% | +1.8% | 0.138% | |
| 4/28/2025 | DAVENPORT & Co LLC | 15,095 | $449K | 0.0% | -15.5% | 0.057% | |
| 4/25/2025 | Socha Financial Group LLC | 17,228 | $513K | 0.3% | -49.3% | 0.064% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 15,640 | $465K | 0.0% | -6.0% | 0.058% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 36,092 | $1.07M | 0.0% | +13.9% | 0.135% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 60,634 | $1.80M | 1.0% | +2.0% | 0.226% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,505 | $1.41M | 0.0% | -6.8% | 0.177% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,539 | $254K | 0.0% | N/A | 0.032% | |
| 4/21/2025 | Friedenthal Financial | 104,357 | $3.11M | 1.9% | -0.7% | 0.389% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 14,815 | $441K | 0.2% | -2.8% | 0.055% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 26,789 | $797K | 0.0% | -27.1% | 0.100% | |
| 4/17/2025 | Optas LLC | 31,371 | $933K | 0.2% | -3.1% | 0.117% | |
| 4/16/2025 | CRA Financial Services LLC | 18,726 | $557K | 0.1% | -14.5% | 0.070% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 55,665 | $1.66M | 0.0% | -3.4% | 0.208% | |
| 4/15/2025 | Focus Financial Network Inc. | 119,523 | $3.56M | 0.1% | +1.1% | 0.446% | |
| 4/15/2025 | Eagle Capital Management LLC | 28,376 | $844K | 0.0% | +3.3% | 0.107% | |
| 4/15/2025 | CX Institutional | 2,586 | $77K | 0.0% | N/A | 0.010% | |
| 4/14/2025 | Farther Finance Advisors LLC | 121,697 | $3.58M | 0.1% | +1,189.2% | 0.454% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 14,765 | $439K | 0.0% | -5.5% | 0.055% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 57,609 | $1.69M | 0.0% | -4.9% | 0.214% | |
| 2/19/2025 | Blue Sky Capital Consultants Group Inc. | 143,648 | $4.21M | 2.5% | N/A | 0.449% | |
| 2/18/2025 | Cornerstone Advisory LLC | 84,874 | $2.55M | 0.3% | -8.3% | 0.265% | |
| 2/18/2025 | First Heartland Consultants Inc. | 25,475 | $746K | 0.1% | -17.3% | 0.080% | |
| 2/17/2025 | Two Sigma Investments LP | 24,500 | $718K | 0.0% | -59.3% | 0.077% | |
| 2/17/2025 | Quantinno Capital Management LP | 16,984 | $498K | 0.0% | -4.9% | 0.053% | |
| 2/17/2025 | Graham Capital Management L.P. | 110,000 | $3.22M | 0.0% | N/A | 0.344% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 8,755 | $257K | 0.0% | N/A | 0.027% | |
| 2/17/2025 | Cetera Investment Advisers | 84,564 | $2.48M | 0.0% | -21.8% | 0.265% | |
| 2/17/2025 | Citadel Advisors LLC | 19,503 | $571K | 0.0% | +25.1% | 0.061% | |
| 2/17/2025 | Bank of America Corp DE | 490,360 | $14.37M | 0.0% | +4.0% | 1.534% | |
| 2/17/2025 | BNP Paribas Financial Markets | 2,422 | $71K | 0.0% | -13.8% | 0.008% | |
| 2/17/2025 | Ameriprise Financial Inc. | 140,798 | $4.13M | 0.0% | -2.2% | 0.440% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 13,311 | $390K | 0.0% | -9.6% | 0.042% | |
| 2/14/2025 | Jane Street Group LLC | 19,959 | $585K | 0.0% | N/A | 0.062% | |
| 2/14/2025 | Lido Advisors LLC | 39,122 | $1.15M | 0.0% | +24.9% | 0.122% | |
| 2/14/2025 | Shorepoint Capital Partners LLC | 10,200 | $299K | 0.1% | +18.6% | 0.032% | |
| 2/14/2025 | Berger Financial Group Inc | 102,095 | $2.99M | 0.2% | -7.2% | 0.319% | |
| 2/14/2025 | IHT Wealth Management LLC | 14,707 | $431K | 0.0% | -43.1% | 0.046% | |
| 2/14/2025 | Stifel Financial Corp | 17,635 | $517K | 0.0% | -53.9% | 0.055% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 11,875 | $348K | 0.0% | -6.4% | 0.037% | |
| 2/14/2025 | Freedom Investment Management Inc. | 18,173 | $532K | 0.0% | -13.0% | 0.057% | |
| 2/13/2025 | NewEdge Advisors LLC | 9,373 | $275K | 0.0% | -12.5% | 0.029% | |
| 2/13/2025 | Raymond James Financial Inc. | 282,782 | $8.29M | 0.0% | N/A | 0.885% | |
| 2/13/2025 | Advisory Services Network LLC | 10,611 | $311K | 0.0% | -52.3% | 0.033% | |
| 2/13/2025 | Bank of Montreal Can | 175,413 | $5.14M | 0.0% | -2.8% | 0.549% | |
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| 2/13/2025 | Cerity Partners LLC | 9,108 | $267K | 0.0% | -10.1% | 0.028% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,915 | $584K | 0.0% | -32.1% | 0.062% | |
| 2/13/2025 | Wells Fargo & Company MN | 259,866 | $7.61M | 0.0% | -7.0% | 0.813% | |
| 2/12/2025 | Walled Lake Planning & Wealth Management LLC | 365,639 | $10.71M | 4.0% | +5.3% | 1.144% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 3,853 | $116K | 0.0% | -33.0% | 0.012% | |
| 2/12/2025 | JPMorgan Chase & Co. | 184,034 | $5.39M | 0.0% | -4.2% | 0.576% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 46,706 | $1.37M | 0.1% | N/A | 0.146% | |
| 2/11/2025 | FCA Corp TX | 140,472 | $4.12M | 1.3% | +0.8% | 0.439% | |
| 2/11/2025 | LPL Financial LLC | 581,950 | $17.05M | 0.0% | -13.7% | 1.820% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 1,200 | $35K | 0.0% | N/A | 0.004% | |
