| 7/16/2025 | Phil A. Younker & Associates Ltd. | 316,551 | $7.72M | 7.6% | -12.4% | 0.070% | |
| 7/16/2025 | MBE Wealth Management LLC | 86,756 | $2.12M | 0.9% | +19.6% | 0.019% | |
| 7/16/2025 | Dakota Wealth Management | 181,041 | $4.41M | 0.1% | -42.6% | 0.040% | |
| 7/16/2025 | Perigon Wealth Management LLC | 34,103 | $831K | 0.0% | +17.9% | 0.008% | |
| 7/16/2025 | Maridea Wealth Management LLC | 11,733 | $286K | 0.1% | -34.2% | 0.003% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 18,447 | $450K | 0.2% | +7.7% | 0.004% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 48,663 | $1.18M | 0.1% | -7.0% | 0.011% | |
| 7/15/2025 | Evanson Asset Management LLC | 43,487 | $1.06M | 0.1% | -9.4% | 0.010% | |
| 7/15/2025 | EWG Elevate Inc. | 29,110 | $710K | 0.2% | -2.0% | 0.006% | |
| 7/15/2025 | BCS Wealth Management | 25,566 | $623K | 0.1% | +10.1% | 0.006% | |
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| 7/15/2025 | Accurate Wealth Management LLC | 37,707 | $915K | 0.1% | +54.4% | 0.008% | |
| 7/15/2025 | Main Street Group LTD | 615,112 | $15.00M | 4.9% | +20.8% | 0.137% | |
| 7/15/2025 | Mainstream Capital Management LLC | 20,740 | $506K | 0.4% | N/A | 0.005% | |
| 7/15/2025 | Sheets Smith Wealth Management | 138,878 | $3.39M | 0.4% | -5.0% | 0.031% | |
| 7/15/2025 | MCF Advisors LLC | 2,425,664 | $59.14M | 3.9% | -14.9% | 0.539% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 33,562 | $818K | 0.6% | N/A | 0.007% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 322,290 | $7.86M | 2.4% | N/A | 0.072% | |
| 7/15/2025 | Revisor Wealth Management LLC | 15,864 | $385K | 0.1% | -16.0% | 0.004% | |
| 7/15/2025 | Fortitude Family Office LLC | 4,328 | $106K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | CGN Advisors LLC | 12,750 | $311K | 0.0% | -9.2% | 0.003% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 158,117 | $3.86M | 1.8% | -0.7% | 0.035% | |
| 7/15/2025 | GSB Wealth Management LLC | 1,336 | $33K | 0.0% | +95.9% | 0.000% | |
| 7/14/2025 | Seek First Inc. | 54,397 | $1.33M | 1.1% | +4.7% | 0.012% | |
| 7/14/2025 | AdvisorNet Financial Inc | 766,599 | $18.69M | 1.2% | +1.3% | 0.169% | |
| 7/14/2025 | Harrington Investments INC | 181,010 | $4.41M | 2.3% | -0.9% | 0.040% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 11,233 | $274K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 55,506 | $1.35M | 0.6% | -4.5% | 0.012% | |
| 7/11/2025 | Williams Financial LLC | 931,641 | $22.71M | 24.8% | +16.5% | 0.205% | |
| 7/11/2025 | Farther Finance Advisors LLC | 259,544 | $6.33M | 0.1% | -7.7% | 0.057% | |
| 7/11/2025 | Great Waters Wealth Management | 52,640 | $1.28M | 0.2% | -2.9% | 0.012% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 87,004 | $2.12M | 0.2% | +6.9% | 0.019% | |
| 7/11/2025 | Myecfo LLC | 17,122 | $417K | 0.2% | N/A | 0.004% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 21,349 | $520K | 0.1% | -3.6% | 0.005% | |
| 7/11/2025 | Diversified Trust Co | 89,370 | $2.18M | 0.0% | +0.6% | 0.020% | |
| 7/11/2025 | Grove Bank & Trust | 2,509 | $61K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Anderson Hoagland & Co. | 58,266 | $1.42M | 0.1% | +4.0% | 0.013% | |
| 7/10/2025 | AHL Investment Management Inc. | 103,881 | $2.53M | 1.7% | -7.6% | 0.023% | |
| 7/10/2025 | Arkfeld Wealth Strategies L.L.C. | 13,831 | $335K | 0.1% | -60.9% | 0.003% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 36,979 | $902K | 0.1% | +302.0% | 0.008% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 181,271 | $4.42M | 1.9% | +45.0% | 0.040% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,451,447 | $35.18M | 0.1% | +3.9% | 0.320% | |
| 7/10/2025 | Focus Financial Network Inc. | 237,734 | $5.80M | 0.2% | +23.8% | 0.052% | |
| 7/9/2025 | Breakwater Investment Management | 125,866 | $3.07M | 1.2% | -4.9% | 0.028% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 253,610 | $6.18M | 0.2% | -16.0% | 0.056% | |
| 7/9/2025 | Archer Investment Management LLC | 26,293 | $641K | 0.5% | -75.7% | 0.006% | |
| 7/9/2025 | Pines Wealth Management LLC | 45,061 | $1.09M | 0.4% | +6.8% | 0.010% | |
| 7/9/2025 | Alesco Advisors LLC | 561,392 | $13.69M | 0.4% | +52.6% | 0.124% | |
| 7/9/2025 | LifePlan Financial LLC | 42,234 | $1.03M | 0.9% | +1.3% | 0.009% | |
| 7/9/2025 | Krilogy Financial LLC | 55,568 | $1.36M | 0.1% | +20.3% | 0.012% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 33,269 | $807K | 0.1% | +19.4% | 0.007% | |
| 7/9/2025 | Bulwark Capital Corp | 126,438 | $3.08M | 2.6% | N/A | 0.028% | |
| 7/9/2025 | High Probability Advisors LLC | 1,266,810 | $30.89M | 4.6% | +1.5% | 0.279% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 824,418 | $20.10M | 0.5% | -0.8% | 0.182% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 86,919 | $2.12M | 0.8% | -4.3% | 0.019% | |
| 7/8/2025 | Dover Advisors LLC | 50,959 | $1.24M | 0.5% | -54.0% | 0.011% | |
| 7/8/2025 | RMR Wealth Builders | 445,132 | $10.85M | 1.0% | +31.9% | 0.099% | |
| 7/8/2025 | Apella Capital LLC | 356,834 | $8.65M | 0.2% | -21.1% | 0.079% | |
| 7/8/2025 | Holcombe Financial Inc. | 1,013,527 | $24.71M | 18.6% | +4.5% | 0.224% | |
| 7/8/2025 | Twele Capital Management Inc. | 41,837 | $1.02M | 0.2% | +5.1% | 0.009% | |
| 7/7/2025 | Bangor Savings Bank | 2,125,226 | $51.81M | 4.6% | +17.6% | 0.470% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 382,422 | $9.32M | 1.5% | -1.0% | 0.085% | |
| 7/3/2025 | McLean Asset Management Corp | 92,281 | $2.24M | 0.6% | -3.9% | 0.020% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 1,772,706 | $43.04M | 7.8% | +9.7% | 0.392% | |
| 7/2/2025 | Marotta Asset Management | 573,096 | $13.97M | 2.8% | +99.5% | 0.127% | |
| 6/10/2025 | Birchbrook Inc. | 24,091 | $586K | 0.3% | -26.3% | 0.005% | |
| 6/3/2025 | Inspire Investing LLC | 932,160 | $22.69M | 2.7% | N/A | 0.202% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 40,383 | $983K | 0.7% | +9.0% | 0.009% | |
| 5/27/2025 | Jacobi Capital Management LLC | 19,455 | $474K | 0.0% | -2.1% | 0.004% | |
| 5/22/2025 | WBI Investments LLC | 18,374 | $447K | 0.1% | N/A | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 50,812 | $1.24M | 0.0% | +89.3% | 0.011% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 23,313 | $567K | 0.1% | N/A | 0.005% | |
| 5/20/2025 | Belpointe Asset Management LLC | 62,408 | $1.52M | 0.1% | +69.8% | 0.014% | |
| 5/20/2025 | Focus Partners Wealth | 140,174 | $3.41M | 0.0% | +2.1% | 0.031% | |
| 5/19/2025 | SCS Capital Management LLC | 1,313,120 | $31.96M | 0.4% | -37.3% | 0.292% | |
| 5/16/2025 | Logan Capital Management Inc. | 4,997 | $122K | 0.0% | -46.9% | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 27,598 | $672K | 0.0% | -55.9% | 0.006% | |
| 5/16/2025 | Hamilton Capital LLC | 193,949 | $4.72M | 0.3% | +0.9% | 0.043% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 9,315 | $227K | 0.0% | -40.3% | 0.002% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 88,615 | $2.16M | 0.0% | -17.1% | 0.020% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,630 | $186K | 0.0% | -75.1% | 0.002% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 19,300 | $470K | 0.4% | N/A | 0.004% | |
| 5/16/2025 | National Wealth Management Group LLC | 67,918 | $1.65M | 1.1% | +22.8% | 0.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 122,860 | $2.99M | 0.0% | +109.0% | 0.027% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 240,546 | $5.86M | 0.1% | +4.8% | 0.054% | |
| 5/16/2025 | Greenline Partners LLC | 40,039 | $975K | 0.1% | -94.0% | 0.009% | |
| 5/16/2025 | Advisors Asset Management Inc. | 4,196 | $102K | 0.0% | -47.3% | 0.001% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 159,348 | $3.88M | 0.2% | +96.2% | 0.035% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 60,057 | $1.46M | 0.0% | +1.9% | 0.013% | |
| 5/15/2025 | Royal Bank of Canada | 502,764 | $12.24M | 0.0% | +4.2% | 0.112% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 29,218 | $712K | 0.3% | -5.8% | 0.007% | |
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| 5/15/2025 | MAI Capital Management | 1,037,866 | $25.26M | 0.2% | +1.8% | 0.231% | |
| 5/15/2025 | Calton & Associates Inc. | 119,571 | $2.91M | 0.7% | +194.6% | 0.027% | |
| 5/15/2025 | Vista Cima Wealth Management LLC | 200,000 | $4.87M | 2.2% | +439.6% | 0.045% | |
| 5/15/2025 | Titleist Asset Management LLC | 24,804 | $604K | 0.1% | -2.0% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 95,332 | $2.32M | 0.0% | +77.5% | 0.021% | |
| 5/15/2025 | Vident Advisory LLC | 48,362 | $1.18M | 0.0% | -43.3% | 0.011% | |
| 5/15/2025 | WPG Advisers LLC | 11,767 | $286K | 0.3% | N/A | 0.003% | |
| 5/15/2025 | Tortoise Investment Management LLC | 131,478 | $3.20M | 0.3% | -14.5% | 0.029% | |
| 5/14/2025 | Ieq Capital LLC | 9,628 | $234K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Valley Financial Group Inc. | 99,277 | $2.42M | 1.6% | -1.1% | 0.022% | |
