| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 119,242 | $3.64M | 1.1% | -1.6% | 3.528% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 72,833 | $2.22M | 0.0% | -16.8% | 2.155% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 13,002 | $397K | 0.0% | -11.2% | 0.385% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 37,975 | $1.16M | 0.1% | -7.4% | 1.124% | |
| 7/29/2025 | Commons Capital LLC | 10,772 | $329K | 0.2% | N/A | 0.319% | |
| 7/25/2025 | CWM LLC | 36,601 | $1.12M | 0.0% | +2.8% | 1.083% | |
| 7/24/2025 | IFP Advisors Inc | 10,265 | $313K | 0.0% | -18.7% | 0.304% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 89,135 | $2.72M | 0.3% | -10.7% | 2.637% | |
| 7/18/2025 | Truist Financial Corp | 86,804 | $2.65M | 0.0% | -3.0% | 2.568% | |
| 7/15/2025 | BCS Wealth Management | 12,195 | $372K | 0.1% | -9.0% | 0.361% | |
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| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 25,379 | $774K | 0.0% | -5.1% | 0.751% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,749 | $303K | 0.0% | N/A | 0.288% | |
| 5/20/2025 | Focus Partners Wealth | 46,980 | $1.38M | 0.0% | -1.3% | 1.323% | |
| 5/19/2025 | SageView Advisory Group LLC | 49,203 | $1.44M | 0.1% | +75.1% | 1.386% | |
| 5/16/2025 | NewEdge Advisors LLC | 13,450 | $394K | 0.0% | -9.9% | 0.379% | |
| 5/15/2025 | OLD Mission Capital LLC | 37,445 | $1.10M | 0.0% | N/A | 1.055% | |
| 5/14/2025 | Kestra Advisory Services LLC | 28,045 | $821K | 0.0% | -38.5% | 0.790% | |
| 5/14/2025 | Capital Analysts LLC | 10,473 | $307K | 0.0% | +49.3% | 0.295% | |
| 5/14/2025 | Tradition Wealth Management LLC | 31,128 | $911K | 0.1% | -4.2% | 0.877% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 7,900 | $231K | 0.2% | -20.2% | 0.223% | |
| 5/13/2025 | Compass Advisory Group LLC | 20,677 | $605K | 0.2% | -4.0% | 0.582% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 19,386 | $567K | 0.3% | -46.1% | 0.546% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 70,700 | $2.07M | 2.0% | -0.9% | 1.992% | |
| 5/8/2025 | FSA Advisors Inc. | 10,602 | $310K | 0.2% | +22.7% | 0.299% | |
| 5/6/2025 | Cetera Investment Advisers | 95,825 | $2.81M | 0.0% | -73.3% | 2.699% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 26,300 | $770K | 0.0% | -6.9% | 0.741% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 37,928 | $1.11M | 0.2% | +3.5% | 1.068% | |
| 5/2/2025 | Acas LLC | 15,053 | $437K | 0.3% | -4.3% | 0.418% | |
| 5/2/2025 | Sigma Planning Corp | 13,687 | $401K | 0.0% | -20.1% | 0.380% | |
| 5/1/2025 | CWM LLC | 35,587 | $1.04M | 0.0% | +3.5% | 0.989% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 26,732 | $782K | 0.0% | +3.3% | 0.743% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 13,747 | $402K | 0.1% | +7.7% | 0.382% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 87,563 | $2.56M | 0.0% | -3.2% | 2.432% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 99,780 | $2.92M | 0.3% | -9.6% | 2.772% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 7,600 | $222K | 0.1% | -7.3% | 0.211% | |
| 4/24/2025 | Sunbelt Securities Inc. | 22,540 | $660K | 0.1% | -2.8% | 0.626% | |
| 4/23/2025 | Retirement Guys Formula LLC | 18,703 | $547K | 0.3% | N/A | 0.520% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,725 | $1.08M | 0.0% | -1.9% | 1.020% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 46,355 | $1.36M | 0.5% | -2.2% | 1.288% | |
| 4/15/2025 | Noble Wealth Management PBC | 1,500 | $44K | 0.0% | N/A | 0.042% | |
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| 4/14/2025 | BCS Wealth Management | 13,398 | $392K | 0.1% | -4.7% | 0.372% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 23,670 | $693K | 0.3% | N/A | 0.648% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 18,881 | $553K | 0.0% | -50.6% | 0.517% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 12,762 | $390K | 0.1% | N/A | 0.338% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 9,900 | $303K | 0.2% | N/A | 0.262% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 7,559 | $231K | 0.1% | N/A | 0.200% | |
| 2/18/2025 | First Heartland Consultants Inc. | 13,614 | $416K | 0.0% | +4.5% | 0.442% | |
| 2/17/2025 | Wolverine Trading LLC | 13,314 | $407K | 0.0% | N/A | 0.432% | |
| 2/17/2025 | Focus Partners Wealth | 47,580 | $1.46M | 0.0% | -2.1% | 1.545% | |
| 2/17/2025 | Diligent Investors LLC | 13,306 | $407K | 0.1% | -4.2% | 0.432% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,467 | $137K | 0.0% | -33.0% | 0.145% | |
| 2/17/2025 | Cetera Investment Advisers | 359,160 | $10.98M | 0.0% | +376.3% | 11.661% | |
| 2/17/2025 | Citadel Advisors LLC | 8,082 | $247K | 0.0% | -54.1% | 0.262% | |
| 2/14/2025 | Jane Street Group LLC | 10,383 | $317K | 0.0% | N/A | 0.337% | |
| 2/14/2025 | Bellwether Advisors LLC | 4,110 | $126K | 0.0% | N/A | 0.133% | |
| 2/14/2025 | Berger Financial Group Inc | 10,601 | $324K | 0.0% | +36.9% | 0.344% | |
| 2/14/2025 | Capital Analysts LLC | 7,016 | $214K | 0.0% | +10.5% | 0.228% | |
| 2/14/2025 | Tradition Wealth Management LLC | 32,478 | $993K | 0.1% | -2.0% | 1.054% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 10,536 | $322K | 0.1% | +9.2% | 0.342% | |
| 2/13/2025 | NewEdge Advisors LLC | 14,925 | $456K | 0.0% | +2.3% | 0.485% | |
| 2/13/2025 | SageView Advisory Group LLC | 28,105 | $859K | 0.0% | N/A | 0.913% | |
| 2/13/2025 | Raymond James Financial Inc. | 44,644 | $1.37M | 0.0% | N/A | 1.449% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 90,425 | $2.76M | 0.0% | +23.8% | 2.936% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 6,983 | $214K | 0.0% | N/A | 0.227% | |
| 2/12/2025 | Bullseye Investment Management LLC | 15,022 | $459K | 0.3% | -85.5% | 0.488% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,623 | $202K | 0.0% | -66.8% | 0.215% | |
| 2/11/2025 | LPL Financial LLC | 34,218 | $1.05M | 0.0% | +4.7% | 1.111% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 2,479 | $76K | 0.1% | N/A | 0.080% | |
| 2/10/2025 | Harbour Investments Inc. | 7,424 | $227K | 0.0% | +152.2% | 0.241% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 122,110 | $3.73M | 1.3% | -5.3% | 3.965% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 110,467 | $3.38M | 0.0% | +27.7% | 3.587% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 28,256 | $864K | 0.0% | +6.5% | 0.917% | |
| 2/7/2025 | HighTower Advisors LLC | 42,801 | $1.31M | 0.0% | +122.1% | 1.390% | |
| 2/7/2025 | Acas LLC | 15,723 | $492K | 0.4% | +32.4% | 0.510% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 36,628 | $1.12M | 0.2% | +5.3% | 1.189% | |
| 2/6/2025 | Raymond James Financial Inc. | 44,644 | $1.37M | 0.0% | N/A | 1.449% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,354 | $133K | 0.0% | +82.4% | 0.141% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 110,353 | $3.37M | 0.4% | -7.2% | 3.583% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 19,750 | $604K | 0.2% | +12.9% | 0.641% | |
| 2/5/2025 | Compass Financial Group Inc. | 253,727 | $7.76M | 3.7% | -2.4% | 8.238% | |
| 2/5/2025 | Whipplewood Advisors LLC | 19,172 | $586K | 0.3% | N/A | 0.622% | |
| 2/5/2025 | Corrado Advisors LLC | 23,312 | $713K | 0.5% | N/A | 0.757% | |
| 2/5/2025 | Red Crane Wealth Management LLC | 71,349 | $2.18M | 2.1% | N/A | 2.317% | |
| 2/4/2025 | IFP Advisors Inc | 12,632 | $386K | 0.0% | +100.1% | 0.410% | |
| 2/4/2025 | WealthShield Partners LLC | 3,250 | $99K | 0.0% | N/A | 0.106% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 25,203 | $770K | 0.0% | -34.6% | 0.818% | |
| 2/3/2025 | Sigma Planning Corp | 17,131 | $524K | 0.0% | N/A | 0.556% | |
| 2/3/2025 | Wealth Alliance | 19,419 | $594K | 0.1% | +42.7% | 0.630% | |
| 1/31/2025 | Truist Financial Corp | 87,971 | $2.69M | 0.0% | +7.3% | 2.856% | |
| 1/30/2025 | Principal Securities Inc. | 8,451 | $258K | 0.0% | +17.8% | 0.274% | |
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| 1/30/2025 | DHJJ Financial Advisors Ltd. | 47,400 | $1.45M | 0.6% | -1.9% | 1.539% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 4,216 | $129K | 0.0% | N/A | 0.137% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 35,971 | $1.10M | 0.0% | N/A | 1.168% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 41,022 | $1.25M | 0.1% | +3.0% | 1.332% | |
| 1/27/2025 | PFS Partners LLC | 2,614 | $80K | 0.0% | N/A | 0.085% | |
| 1/24/2025 | Vantage Point Financial LLC | 9,024 | $276K | 0.1% | N/A | 0.293% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 25,884 | $791K | 0.0% | +5.3% | 0.840% | |
| 1/23/2025 | FSA Advisors Inc. | 8,640 | $262K | 0.3% | -5.3% | 0.281% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 880 | $27K | 0.0% | +1,366.7% | 0.029% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 24,540 | $750K | 0.0% | N/A | 0.797% | |
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