| 5/21/2025 | Geneos Wealth Management Inc. | 3,982 | $198K | 0.0% | +18.1% | 0.033% | |
| 5/19/2025 | Jane Street Group LLC | 37,467 | $1.86M | 0.0% | N/A | 0.308% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 73,227 | $3.64M | 1.7% | +9.5% | 0.603% | |
| 5/16/2025 | NewEdge Advisors LLC | 36,622 | $1.82M | 0.0% | +135.8% | 0.301% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 9,238 | $459K | 0.3% | N/A | 0.076% | |
| 5/14/2025 | CreativeOne Wealth LLC | 13,212 | $657K | 0.0% | +81.3% | 0.109% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 199,075 | $9.90M | 0.1% | -1.5% | 1.638% | |
| 5/13/2025 | Measured Risk Portfolios Inc. | 5,296 | $263K | 0.3% | +41.5% | 0.044% | |
| 5/13/2025 | HighTower Advisors LLC | 167,047 | $8.31M | 0.0% | -19.6% | 1.375% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,060 | $251K | 0.0% | -5.0% | 0.042% | |
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| 5/12/2025 | Astor Investment Management LLC | 230,477 | $11.46M | 6.1% | +72.5% | 1.897% | |
| 5/12/2025 | Townsquare Capital LLC | 82,887 | $4.12M | 0.0% | +12.7% | 0.682% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 62,459 | $3.11M | 1.1% | +65.2% | 0.489% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 21,237 | $1.06M | 0.0% | +4.9% | 0.166% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 16,065 | $799K | 0.0% | N/A | 0.126% | |
| 5/7/2025 | Nemes Rush Group LLC | 74,534 | $3.71M | 0.5% | +46.7% | 0.584% | |
| 5/6/2025 | Cetera Investment Advisers | 56,938 | $2.83M | 0.0% | +22.7% | 0.446% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 180,806 | $8.99M | 0.1% | -2.7% | 1.416% | |
| 5/6/2025 | AE Wealth Management LLC | 935,651 | $46.52M | 0.4% | +22.0% | 7.327% | |
| 5/5/2025 | IFP Advisors Inc | 23,080 | $1.15M | 0.0% | +62.1% | 0.181% | |
| 5/5/2025 | Formidable Asset Management LLC | 5,191 | $258K | 0.0% | +7.4% | 0.041% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 13,509 | $672K | 0.1% | +79.3% | 0.106% | |
| 5/2/2025 | Sigma Planning Corp | 31,960 | $1.59M | 0.1% | +5.7% | 0.250% | |
| 5/1/2025 | CWM LLC | 63,352 | $3.15M | 0.0% | -19.8% | 0.496% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 940 | $47K | 0.1% | +124.3% | 0.007% | |
| 5/1/2025 | Diversify Wealth Management LLC | 11,444 | $569K | 0.0% | +23.6% | 0.090% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 7,460 | $371K | 0.0% | +70.2% | 0.058% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 4,921 | $245K | 0.1% | +80.4% | 0.039% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 287,720 | $14.31M | 0.0% | +41.4% | 2.253% | |
| 4/29/2025 | Crew Capital Management Ltd. | 10,738 | $534K | 0.4% | +4.2% | 0.084% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,313 | $364K | 0.0% | +67.6% | 0.057% | |
| 4/29/2025 | World Investment Advisors | 12,796 | $636K | 0.0% | +12.3% | 0.100% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,131 | $355K | 0.0% | +27.4% | 0.056% | |
| 4/28/2025 | Holcombe Financial Inc. | 10,472 | $521K | 0.4% | N/A | 0.082% | |
| 4/28/2025 | DAVENPORT & Co LLC | 8,424 | $419K | 0.0% | +78.2% | 0.066% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 17,344 | $861K | 0.3% | +116.0% | 0.136% | |
| 4/24/2025 | Smart Portfolios LLC | 80,335 | $3.99M | 4.3% | +0.8% | 0.629% | |
| 4/24/2025 | Legacy CG LLC | 95,262 | $4.74M | 1.5% | +222.9% | 0.746% | |
| 4/24/2025 | Tanager Wealth Management LLP | 32,261 | $1.60M | 0.2% | -1.9% | 0.253% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,605 | $229K | 0.0% | +7.9% | 0.036% | |
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| 4/22/2025 | Buck Wealth Strategies LLC | 232,919 | $11.58M | 2.1% | N/A | 1.824% | |
| 4/21/2025 | LifeWealth Investments LLC | 4,565 | $227K | 0.1% | N/A | 0.036% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 10,442 | $519K | 0.3% | +115.0% | 0.083% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 50,433 | $2.51M | 0.0% | +21.5% | 0.399% | |
| 4/17/2025 | Access Financial Services Inc. | 359,310 | $17.87M | 7.2% | +125.3% | 2.845% | |
| 4/17/2025 | Howard Bailey Securities LLC | 4,960 | $247K | 0.1% | N/A | 0.039% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 7,629 | $379K | 0.0% | +10.9% | 0.060% | |
| 4/16/2025 | Argus Investors Counsel Inc. | 11,356 | $565K | 0.4% | +4.5% | 0.090% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 15,510 | $771K | 0.1% | +62.5% | 0.123% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 31,887 | $1.59M | 0.0% | +18.4% | 0.252% | |
| 4/15/2025 | Fourpath Capital Management LLC | 6,725 | $334K | 0.1% | N/A | 0.053% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 52,766 | $2.62M | 0.5% | N/A | 0.418% | |
| 4/14/2025 | Farther Finance Advisors LLC | 59,031 | $2.93M | 0.1% | +187.5% | 0.467% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 4,357 | $217K | 0.1% | N/A | 0.034% | |
| 4/11/2025 | Burkett Financial Services LLC | 642 | $32K | 0.0% | N/A | 0.005% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 80,979 | $4.03M | 1.6% | +13.1% | 0.641% | |
| 2/19/2025 | Formidable Asset Management LLC | 4,834 | $239K | 0.0% | N/A | 0.058% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 66,902 | $3.31M | 1.5% | +38.3% | 0.802% | |
| 2/17/2025 | Measured Risk Portfolios Inc. | 3,742 | $185K | 0.2% | N/A | 0.045% | |
| 2/17/2025 | Focus Partners Wealth | 753,634 | $37.47M | 0.1% | N/A | 9.036% | |
| 2/17/2025 | Cetera Investment Advisers | 46,397 | $2.30M | 0.0% | N/A | 0.556% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 20,237 | $1.00M | 0.0% | N/A | 0.243% | |
| 2/17/2025 | Baird Financial Group Inc. | 72,467 | $3.59M | 0.0% | +581.0% | 0.869% | |
| 2/17/2025 | Bank of America Corp DE | 658,123 | $32.60M | 0.0% | +312.4% | 7.891% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 202,050 | $10.05M | 0.1% | +478.6% | 2.423% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 28,145 | $1.39M | 0.0% | N/A | 0.337% | |
| 2/14/2025 | GeoWealth Management LLC | 9,498 | $471K | 0.0% | N/A | 0.114% | |
| 2/13/2025 | NewEdge Advisors LLC | 15,534 | $770K | 0.0% | N/A | 0.186% | |
| 2/13/2025 | Regal Investment Advisors LLC | 20,805 | $1.03M | 0.1% | +10.2% | 0.249% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,286 | $361K | 0.0% | N/A | 0.087% | |
| 2/13/2025 | Townsquare Capital LLC | 73,532 | $3.64M | 0.0% | -43.4% | 0.882% | |
| 2/13/2025 | Advisory Services Network LLC | 4,773 | $236K | 0.0% | N/A | 0.057% | |
| 2/13/2025 | Straightline Group LLC | 889,764 | $44.08M | 28.9% | N/A | 10.669% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 203,506 | $10.08M | 0.0% | +1,778.7% | 2.440% | |
| 2/13/2025 | Wells Fargo & Company MN | 292,905 | $14.51M | 0.0% | N/A | 3.512% | |
| 2/12/2025 | World Investment Advisors | 11,390 | $564K | 0.0% | -59.0% | 0.137% | |
| 2/12/2025 | Creekmur Asset Management LLC | 2,680 | $133K | 0.0% | +17.5% | 0.032% | |
| 2/12/2025 | Nemes Rush Group LLC | 50,817 | $2.52M | 0.3% | N/A | 0.609% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 181,093 | $8.97M | 0.1% | -34.9% | 2.171% | |
| 2/11/2025 | LPL Financial LLC | 6,338 | $314K | 0.0% | +6.2% | 0.076% | |
| 2/10/2025 | BlackDiamond Wealth Management LLC | 13,126 | $650K | 0.4% | +47.0% | 0.157% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 4,382 | $217K | 0.0% | N/A | 0.053% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 185,805 | $9.21M | 0.1% | +127.0% | 2.228% | |
| 2/10/2025 | Farther Finance Advisors LLC | 20,529 | $1.02M | 0.0% | +1,295.6% | 0.246% | |
| 2/10/2025 | Smart Portfolios LLC | 79,728 | $3.95M | 4.1% | +59.2% | 0.956% | |
| 2/7/2025 | HighTower Advisors LLC | 207,752 | $10.29M | 0.0% | -24.8% | 2.491% | |
| 2/6/2025 | Atria Investments Inc | 41,266 | $2.04M | 0.0% | +444.8% | 0.495% | |
| 2/6/2025 | Crew Capital Management Ltd. | 10,309 | $511K | 0.4% | N/A | 0.124% | |
| 2/4/2025 | Exchange Capital Management Inc. | 53,642 | $2.66M | 0.4% | +32.7% | 0.643% | |
| 2/4/2025 | Bank of New York Mellon Corp | 4,363 | $216K | 0.0% | N/A | 0.052% | |
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| 2/4/2025 | IFP Advisors Inc | 14,241 | $705K | 0.0% | -39.1% | 0.171% | |
| 2/3/2025 | Sigma Planning Corp | 30,225 | $1.50M | 0.0% | +5.5% | 0.362% | |
| 2/3/2025 | Blackston Financial Advisory Group LLC | 4,856 | $241K | 0.1% | N/A | 0.058% | |
| 2/3/2025 | Legacy Capital Group California Inc. | 37,807 | $1.87M | 0.6% | N/A | 0.453% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,324 | $264K | 0.0% | -4.4% | 0.064% | |
| 1/31/2025 | Kestra Investment Management LLC | 618 | $31K | 0.0% | N/A | 0.007% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 7,533 | $373K | 0.1% | N/A | 0.090% | |
| 1/30/2025 | Financial Guidance Group Inc. | 202,050 | $10.01M | 5.5% | +478.6% | 2.423% | |
| 1/29/2025 | Warren Street Wealth Advisors LLC | 71,570 | $3.55M | 1.5% | +0.3% | 0.858% | |
| 1/27/2025 | Argus Investors Counsel Inc. | 10,866 | $538K | 0.4% | +7.8% | 0.130% | |
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