| 8/1/2025 | Delta Investment Management LLC | 79,777 | $1.97M | 0.4% | +11.0% | 0.097% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 613,236 | $15.15M | 0.0% | -63.0% | 0.742% | |
| 8/1/2025 | Chilton Capital Management LLC | 27,862 | $688K | 0.0% | +1.8% | 0.034% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 58,620 | $1.45M | 0.2% | +3.7% | 0.071% | |
| 7/30/2025 | KPP Advisory Services LLC | 88,130 | $2.18M | 0.4% | +2.1% | 0.107% | |
| 7/30/2025 | Insight Advisors LLC PA | 44,394 | $1.10M | 0.2% | +2.7% | 0.054% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 140,889 | $3.48M | 1.5% | +8.3% | 0.171% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 97,702 | $2.41M | 0.1% | +11.1% | 0.118% | |
| 7/30/2025 | TFB Advisors LLC | 10,732 | $265K | 0.1% | N/A | 0.013% | |
| 7/30/2025 | Brookstone Capital Management | 62,875 | $1.55M | 0.0% | +44.4% | 0.076% | |
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| 7/30/2025 | Retirement Planning Group LLC | 53,867 | $1.33M | 0.1% | +22.0% | 0.065% | |
| 7/30/2025 | D.A. Davidson & CO. | 98,553 | $2.44M | 0.0% | +7.7% | 0.119% | |
| 7/30/2025 | IMG Wealth Management Inc. | 2,253 | $56K | 0.0% | +31.4% | 0.003% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 32,757 | $809K | 0.0% | -7.8% | 0.040% | |
| 7/29/2025 | Stephens Inc. AR | 98,235 | $2.43M | 0.0% | +5.0% | 0.119% | |
| 7/29/2025 | Balboa Wealth Partners | 81,588 | $2.02M | 0.4% | +59.2% | 0.099% | |
| 7/29/2025 | International Assets Investment Management LLC | 52,300 | $1.29M | 0.1% | +20.6% | 0.063% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 163,639 | $4.04M | 0.1% | +591.6% | 0.198% | |
| 7/29/2025 | Private Trust Co. NA | 24,036 | $594K | 0.1% | -3.0% | 0.029% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 8,361 | $209K | 0.1% | N/A | 0.010% | |
| 7/28/2025 | Harbour Investments Inc. | 564,819 | $13.96M | 0.4% | +10.3% | 0.684% | |
| 7/28/2025 | RFG Advisory LLC | 134,626 | $3.33M | 0.1% | +46.4% | 0.163% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 82,162 | $2.03M | 0.0% | +3.6% | 0.099% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 2,874 | $70K | 0.0% | +60.4% | 0.003% | |
| 7/25/2025 | Prostatis Group LLC | 161,224 | $3.98M | 1.1% | +11.3% | 0.195% | |
| 7/25/2025 | Second Half Financial Partners LLC | 634,190 | $15.67M | 7.4% | +2.2% | 0.768% | |
| 7/25/2025 | CWM LLC | 64,942 | $1.61M | 0.0% | +4.5% | 0.079% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 228,560 | $5.65M | 0.1% | +19.2% | 0.277% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 12,995 | $321K | 0.2% | N/A | 0.016% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 74,971 | $1.85M | 1.4% | +143.0% | 0.091% | |
| 7/24/2025 | WMG Financial Advisors LLC | 25,097 | $620K | 0.2% | N/A | 0.030% | |
| 7/24/2025 | IFP Advisors Inc | 74,071 | $1.83M | 0.1% | -7.2% | 0.090% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,530 | $260K | 0.0% | +22.2% | 0.013% | |
| 7/23/2025 | Ignite Planners LLC | 10,169 | $252K | 0.0% | +11.0% | 0.012% | |
| 7/23/2025 | RiverTree Advisors LLC | 106,154 | $2.62M | 1.8% | N/A | 0.129% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 130,488 | $3.22M | 1.3% | +5.6% | 0.158% | |
| 7/23/2025 | SteelPeak Wealth LLC | 33,129 | $819K | 0.0% | -26.8% | 0.040% | |
| 7/22/2025 | Luken Investment Analytics LLC | 476,310 | $11.77M | 5.2% | -28.8% | 0.577% | |
| 7/22/2025 | Global Assets Advisory LLC | 34,775 | $868K | 0.3% | -67.8% | 0.042% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 20,782 | $514K | 0.0% | N/A | 0.025% | |
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| 7/22/2025 | Ergawealth Advisors Inc. | 191,905 | $4.74M | 2.1% | -25.0% | 0.232% | |
| 7/22/2025 | Accel Wealth Management | 12,352 | $305K | 0.1% | +4.6% | 0.015% | |
| 7/21/2025 | Barrett & Company Inc. | 4,875 | $120K | 0.0% | N/A | 0.006% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 56,365 | $1.39M | 0.1% | -8.2% | 0.068% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 8,482 | $210K | 0.1% | -15.7% | 0.010% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 12,225 | $302K | 0.1% | +32.5% | 0.015% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 144,676 | $3.58M | 0.4% | +18.6% | 0.175% | |
| 7/18/2025 | QTR Family Wealth LLC | 24,418 | $603K | 0.4% | +5.0% | 0.030% | |
| 7/18/2025 | Midwest Financial Group LLC | 108,595 | $2.68M | 1.4% | -53.1% | 0.131% | |
| 7/18/2025 | Truist Financial Corp | 187,433 | $4.63M | 0.0% | -85.9% | 0.227% | |
| 7/17/2025 | G&S Capital LLC | 132,218 | $3.27M | 1.3% | +1.2% | 0.160% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 575,752 | $14.23M | 0.0% | +14.3% | 0.697% | |
| 7/16/2025 | ORG Partners LLC | 5,000 | $125K | 0.0% | -37.5% | 0.006% | |
| 7/16/2025 | Novem Group | 18,302 | $452K | 0.1% | -15.6% | 0.022% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 508,460 | $12.56M | 0.9% | N/A | 0.616% | |
| 7/16/2025 | Owen LaRue LLC | 62,136 | $1.54M | 0.7% | -34.8% | 0.075% | |
| 7/16/2025 | Maridea Wealth Management LLC | 89,941 | $2.22M | 0.6% | N/A | 0.109% | |
| 7/15/2025 | Clarus Group Inc. | 433,007 | $10.70M | 3.9% | N/A | 0.524% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 65,345 | $1.62M | 1.5% | +17.4% | 0.079% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 54,793 | $1.35M | 0.6% | +7.7% | 0.068% | |
| 7/11/2025 | Farther Finance Advisors LLC | 35,264 | $871K | 0.0% | +197.4% | 0.043% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 344,821 | $8.52M | 0.7% | +30.8% | 0.425% | |
| 7/10/2025 | Marshall Financial Group LLC | 44,426 | $1.10M | 0.2% | +18.3% | 0.055% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 591,620 | $14.81M | 0.0% | +6.8% | 0.729% | |
| 7/9/2025 | Triumph Capital Management | 66,303 | $1.64M | 0.5% | N/A | 0.082% | |
| 7/8/2025 | Next Level Private LLC | 25,106 | $620K | 0.2% | -9.8% | 0.031% | |
| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 541,004 | $13.37M | 3.9% | +15.4% | 0.667% | |
| 7/3/2025 | TrueWealth Advisors LLC | 37,736 | $932K | 0.3% | +2.0% | 0.047% | |
| 7/1/2025 | Park National Corp OH | 718,063 | $17.74M | 0.6% | +2.6% | 0.885% | |
| 5/19/2025 | Jane Street Group LLC | 110,807 | $2.63M | 0.0% | +215.9% | 0.142% | |
| 5/16/2025 | Prostatis Group LLC | 144,899 | $3.44M | 1.1% | +3.9% | 0.186% | |
| 5/16/2025 | Faithward Advisors LLC | 17,283 | $410K | 0.1% | +8.4% | 0.022% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 18,563 | $425K | 0.0% | N/A | 0.024% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 48,854 | $1.16M | 0.0% | +8.0% | 0.063% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 99,240 | $2.35M | 0.0% | N/A | 0.122% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 20,631 | $489K | 0.3% | +24.2% | 0.026% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 29,758 | $706K | 0.4% | +151.1% | 0.038% | |
| 5/15/2025 | Royal Bank of Canada | 1,672,762 | $39.68M | 0.0% | +41.1% | 2.146% | |
| 5/15/2025 | Calton & Associates Inc. | 23,634 | $561K | 0.1% | +36.4% | 0.030% | |
| 5/14/2025 | Truvestments Capital LLC | 81,499 | $1.93M | 0.4% | -12.5% | 0.105% | |
| 5/14/2025 | Delta Investment Management LLC | 71,888 | $1.71M | 0.3% | -22.0% | 0.092% | |
| 5/14/2025 | CreativeOne Wealth LLC | 48,833 | $1.16M | 0.0% | +1.3% | 0.063% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 27,703 | $657K | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Synovus Financial Corp | 11,955 | $284K | 0.0% | N/A | 0.015% | |
| 5/14/2025 | Kestra Advisory Services LLC | 469,604 | $11.14M | 0.1% | -18.6% | 0.602% | |
| 5/14/2025 | Compound Planning Inc. | 44,969 | $1.07M | 0.0% | -1.4% | 0.058% | |
| 5/14/2025 | Capital Analysts LLC | 88,019 | $2.09M | 0.1% | +13.9% | 0.113% | |
| 5/13/2025 | Tyler Stone Wealth Management | 27,211 | $645K | 0.1% | +7.0% | 0.035% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,181,684 | $51.75M | 0.0% | +34.7% | 2.799% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 25,590 | $607K | 0.0% | -87.2% | 0.033% | |
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| 5/13/2025 | EverSource Wealth Advisors LLC | 28,977 | $687K | 0.0% | +14.8% | 0.037% | |
| 5/13/2025 | HighTower Advisors LLC | 280,235 | $6.65M | 0.0% | +0.9% | 0.360% | |
| 5/13/2025 | Core Wealth Partners LLC | 14,436 | $342K | 0.2% | N/A | 0.019% | |
| 5/12/2025 | Founders Financial Alliance LLC | 4,500 | $107K | 0.0% | +800.0% | 0.006% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 41,371 | $981K | 1.0% | +1.6% | 0.053% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 79,305 | $1.88M | 0.0% | +37.6% | 0.102% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,700,031 | $40.33M | 0.1% | +3.6% | 2.181% | |
| 5/8/2025 | Harbour Investments Inc. | 512,004 | $12.15M | 0.3% | +10.4% | 0.657% | |
| 5/8/2025 | Atlas Wealth LLC | 112,560 | $2.67M | 1.0% | -8.2% | 0.144% | |
| 5/8/2025 | Arkadios Wealth Advisors | 39,043 | $926K | 0.0% | +26.7% | 0.050% | |
