| 6/2/2025 | Modern Wealth Management LLC | 1,263,756 | $40.79M | 1.3% | +0.0% | 0.970% | |
| 5/16/2025 | National Wealth Management Group LLC | 317,222 | $10.24M | 6.7% | +5.6% | 0.251% | |
| 5/15/2025 | Royal Bank of Canada | 1,846,509 | $59.61M | 0.0% | +16.3% | 1.461% | |
| 5/15/2025 | MAI Capital Management | 51,594 | $1.67M | 0.0% | +25.8% | 0.041% | |
| 5/15/2025 | Certior Financial Group LLC | 197,571 | $6.38M | 5.2% | +32.0% | 0.156% | |
| 5/15/2025 | Baird Financial Group Inc. | 2,530,422 | $81.68M | 0.2% | +6.2% | 2.003% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 38,113 | $1.23M | 0.2% | +45.2% | 0.030% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 96,274 | $3.11M | 0.2% | +27.5% | 0.076% | |
| 5/14/2025 | NCM Capital Management LLC | 149,902 | $4.84M | 2.2% | +16.6% | 0.119% | |
| 5/14/2025 | McCarthy Asset Management Inc. | 547,088 | $17.66M | 12.8% | -1.6% | 0.433% | |
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| 5/14/2025 | Comerica Bank | 61,619 | $1.99M | 0.0% | +599.3% | 0.049% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 395,890 | $12.78M | 0.0% | +86.7% | 0.313% | |
| 5/14/2025 | Kestra Advisory Services LLC | 249,832 | $8.07M | 0.0% | +359.2% | 0.198% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 13,623,067 | $439.12M | 0.1% | +54,690.3% | 10.782% | |
| 5/14/2025 | Capital Analysts LLC | 152,569 | $4.93M | 0.2% | +179.7% | 0.121% | |
| 5/14/2025 | Level Four Advisory Services LLC | 892,652 | $28.82M | 1.2% | +18.3% | 0.706% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,486,289 | $144.82M | 0.1% | -0.6% | 3.551% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 211,012 | $6.81M | 0.0% | N/A | 0.167% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 238,536 | $7.70M | 0.6% | +4.3% | 0.189% | |
| 5/13/2025 | Harfst & Associates Inc. | 124,996 | $4.04M | 0.9% | +71.6% | 0.099% | |
| 5/13/2025 | MSH Capital Advisors LLC | 21,320 | $688K | 0.2% | +2.8% | 0.017% | |
| 5/13/2025 | HighTower Advisors LLC | 228,460 | $7.38M | 0.0% | +17.5% | 0.181% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 13,218 | $425K | 0.2% | N/A | 0.010% | |
| 5/12/2025 | Benjamin Edwards Inc. | 10,134 | $327K | 0.0% | N/A | 0.008% | |
| 5/12/2025 | Founders Financial Alliance LLC | 7,959 | $257K | 0.1% | -28.2% | 0.006% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 16,638 | $537K | 0.2% | N/A | 0.013% | |
| 5/12/2025 | WealthPLAN Partners LLC | 73,760 | $2.38M | 0.3% | +7.8% | 0.058% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 20,435 | $660K | 0.6% | +726.7% | 0.016% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 329,688 | $10.64M | 0.1% | +26.4% | 0.261% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 54,141 | $1.75M | 0.1% | +3.6% | 0.043% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 55,440 | $1.79M | 0.1% | +10.9% | 0.044% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 4,934,474 | $159.29M | 0.2% | +44.1% | 3.905% | |
| 5/9/2025 | Argent Trust Co | 11,845 | $382K | 0.0% | N/A | 0.009% | |
| 5/9/2025 | Liberty Wealth Management LLC | 109,757 | $3.55M | 0.1% | -1.3% | 0.087% | |
| 5/8/2025 | IFG Advisory LLC | 49,535 | $1.60M | 0.1% | +28.9% | 0.039% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 7,021 | $227K | 0.2% | +13.8% | 0.006% | |
| 5/8/2025 | Harbour Investments Inc. | 16,541 | $534K | 0.0% | +108.0% | 0.013% | |
| 5/8/2025 | Atlas Wealth LLC | 41,681 | $1.35M | 0.5% | -2.2% | 0.033% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 882,550 | $28.49M | 0.6% | +19.0% | 0.698% | |
| 5/8/2025 | Eastern Bank | 380,732 | $12.29M | 0.2% | +67.3% | 0.301% | |
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| 5/8/2025 | Cozad Asset Management Inc. | 16,043 | $518K | 0.1% | +42.9% | 0.013% | |
| 5/7/2025 | Frontier Asset Management LLC | 42,075 | $1.36M | 0.4% | -14.5% | 0.033% | |
| 5/7/2025 | LPL Financial LLC | 8,790,070 | $283.74M | 0.1% | +22.8% | 6.957% | |
| 5/7/2025 | Cornerstone Advisory LLC | 547,121 | $17.54M | 2.0% | -2.5% | 0.433% | |
| 5/7/2025 | Nvwm LLC | 51,638 | $1.67M | 0.4% | +19.9% | 0.041% | |
| 5/6/2025 | Cetera Investment Advisers | 688,293 | $22.22M | 0.0% | +46.7% | 0.545% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 28,558 | $922K | 0.0% | +119.4% | 0.023% | |
| 5/6/2025 | Principle Wealth Partners LLC | 329,088 | $10.62M | 0.8% | +5.4% | 0.260% | |
| 5/6/2025 | Kovack Advisors Inc. | 6,879 | $222K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Forge Financial Services LLC | 251,383 | $8.11M | 7.2% | +4.2% | 0.199% | |
| 5/6/2025 | Wedbush Securities Inc. | 66,736 | $2.15M | 0.1% | +32.9% | 0.053% | |
| 5/5/2025 | Wealth Alliance LLC | 18,411 | $594K | 0.1% | +44.2% | 0.015% | |
| 5/5/2025 | Souders Financial Advisors | 635,221 | $20.51M | 2.9% | +88.6% | 0.503% | |
| 5/5/2025 | WNY Asset Management LLC | 22,675 | $732K | 0.1% | -15.4% | 0.018% | |
| 5/5/2025 | IFP Advisors Inc | 22,690 | $732K | 0.0% | +4,438.0% | 0.018% | |
| 5/5/2025 | OneAscent Financial Services LLC | 11,103 | $358K | 0.0% | N/A | 0.009% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 19,728 | $637K | 0.2% | -65.2% | 0.016% | |
| 5/5/2025 | Private Advisor Group LLC | 538,411 | $17.38M | 0.1% | +17.2% | 0.426% | |
| 5/2/2025 | Patton Albertson Miller Group LLC | 142,135 | $4.59M | 0.7% | +33.8% | 0.109% | |
| 5/2/2025 | Carson Advisory Inc. | 160,123 | $5.17M | 3.5% | +7.5% | 0.127% | |
| 5/2/2025 | KM Capital Management Ltd. | 7,560 | $244K | 0.1% | N/A | 0.006% | |
| 5/2/2025 | Fortis Group Advisors LLC | 341,670 | $11.03M | 2.1% | -10.3% | 0.270% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 37,804 | $1.22M | 0.2% | +5.5% | 0.030% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 49,660 | $1.60M | 0.3% | N/A | 0.039% | |
| 5/2/2025 | Apollon Financial LLC | 18,410 | $594K | 0.1% | +37.4% | 0.015% | |
| 5/2/2025 | Sigma Planning Corp | 79,469 | $2.57M | 0.1% | +311.6% | 0.063% | |
| 5/1/2025 | MTM Investment Management LLC | 213,093 | $6.90M | 2.7% | +23.0% | 0.169% | |
| 5/1/2025 | CWM LLC | 48,234 | $1.56M | 0.0% | +10.1% | 0.038% | |
| 5/1/2025 | V2 Financial group LLC | 154,431 | $4.99M | 3.2% | -3.7% | 0.122% | |
| 5/1/2025 | Financial Security Advisor Inc. | 174,996 | $5.65M | 1.4% | +5.5% | 0.139% | |
| 5/1/2025 | PYA Waltman Capital LLC | 702,848 | $22.69M | 7.1% | +18.9% | 0.556% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 248,089 | $7.88M | 4.4% | -9.2% | 0.196% | |
| 5/1/2025 | American Financial Advisors LLC | 14,941 | $482K | 0.1% | N/A | 0.012% | |
| 5/1/2025 | ADE LLC | 488,892 | $15.78M | 9.1% | +631.0% | 0.387% | |
| 4/30/2025 | Seamount Financial Group Inc. | 44,743 | $1.44M | 1.0% | +15.4% | 0.035% | |
| 4/30/2025 | Arcus Capital Partners LLC | 432,257 | $13.95M | 5.6% | +38.1% | 0.342% | |
| 4/30/2025 | Allworth Financial LP | 264,510 | $8.36M | 0.0% | +0.1% | 0.209% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 8,095 | $261K | 0.0% | -7.1% | 0.006% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 29,017 | $937K | 0.5% | -38.2% | 0.023% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 87,704 | $2.83M | 0.0% | +8.6% | 0.069% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 156,139 | $5.04M | 0.3% | +24.1% | 0.124% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 344,715 | $11.13M | 0.0% | +47.6% | 0.273% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 31,237 | $1.01M | 0.0% | +10.7% | 0.025% | |
| 4/29/2025 | Macroview Investment Management LLC | 16,200 | $523K | 0.5% | +7.4% | 0.013% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,826,524 | $58.96M | 0.0% | +82.0% | 1.446% | |
| 4/29/2025 | World Investment Advisors | 207,530 | $6.70M | 0.2% | +28.8% | 0.164% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 63,251 | $2.04M | 0.2% | +12.3% | 0.050% | |
| 4/29/2025 | Strategic Blueprint LLC | 15,391 | $497K | 0.0% | -32.2% | 0.012% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 795,594 | $25.68M | 0.3% | +55.4% | 0.630% | |
| 4/29/2025 | 4J Wealth Management LLC | 251,658 | $8.12M | 6.4% | +1.8% | 0.199% | |
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| 4/29/2025 | Silver Oak Securities Incorporated | 11,422 | $368K | 0.0% | -19.1% | 0.009% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 264,670 | $8.54M | 1.2% | +17.8% | 0.209% | |
| 4/28/2025 | D.A. Davidson & CO. | 312,395 | $10.08M | 0.1% | +146.0% | 0.247% | |
| 4/28/2025 | Gutierrez Wealth Advisory LLC | 12,606 | $407K | 0.3% | +13.8% | 0.010% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 97,733 | $3.16M | 0.6% | +4.6% | 0.077% | |
| 4/28/2025 | Weaver Consulting Group | 45,669 | $1.47M | 0.4% | +1.6% | 0.036% | |
| 4/28/2025 | DAVENPORT & Co LLC | 92,214 | $2.98M | 0.0% | +20.2% | 0.073% | |
| 4/28/2025 | Lincoln Capital Corp | 74,779 | $2.41M | 1.0% | +4.8% | 0.059% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 50,842 | $1.64M | 0.1% | +23.4% | 0.042% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 11,471 | $376K | 0.0% | -56.8% | 0.009% | |
