| 8/7/2025 | Addison Advisors LLC | 297,073 | $4.91M | 1.2% | +5.7% | 0.431% | |
| 8/7/2025 | Davis R M Inc. | 89,989 | $1.49M | 0.0% | +23.6% | 0.131% | |
| 8/7/2025 | SFE Investment Counsel | 33,195 | $549K | 0.1% | N/A | 0.048% | |
| 8/6/2025 | Headland Capital LLC | 1,037,817 | $17.16M | 5.2% | +4.1% | 1.507% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,658,455 | $27.41M | 0.6% | +8.7% | 2.409% | |
| 8/5/2025 | Ellevest Inc. | 100,843 | $1.67M | 0.3% | +2.0% | 0.146% | |
| 8/5/2025 | Key Financial Inc | 10,249 | $169K | 0.0% | +124.3% | 0.015% | |
| 8/5/2025 | Hills Bank & Trust Co | 145,047 | $2.40M | 0.2% | N/A | 0.211% | |
| 8/4/2025 | Atria Investments Inc | 288,173 | $4.76M | 0.1% | -24.0% | 0.419% | |
| 8/1/2025 | Redmond Asset Management LLC | 29,165 | $482K | 0.1% | +5.9% | 0.042% | |
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| 8/1/2025 | Capital Investment Counsel LLC | 1,231,957 | $20.36M | 3.2% | -1.3% | 1.789% | |
| 8/1/2025 | Clark Asset Management LLC | 472,144 | $7.81M | 1.1% | +23.8% | 0.686% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 1,092,697 | $18.06M | 1.1% | -9.7% | 1.587% | |
| 8/1/2025 | First Command Advisory Services Inc. | 13,189 | $218K | 0.0% | +13.2% | 0.019% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 365,231 | $6.04M | 0.0% | +9.5% | 0.530% | |
| 7/31/2025 | Darden Wealth Group Inc | 12,000 | $198K | 0.1% | N/A | 0.017% | |
| 7/31/2025 | Carnegie Investment Counsel | 61,376 | $1.02M | 0.0% | +5.4% | 0.089% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 602,950 | $9.97M | 0.4% | +0.9% | 0.876% | |
| 7/29/2025 | Novare Capital Management LLC | 152,261 | $2.52M | 0.2% | +6.1% | 0.223% | |
| 7/29/2025 | Straight Path Wealth Management | 185,678 | $3.07M | 1.0% | +39.1% | 0.272% | |
| 7/29/2025 | Angeles Wealth Management LLC | 2,389 | $39K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Tlwm | 63,041 | $1.04M | 0.2% | -13.2% | 0.092% | |
| 7/25/2025 | Bill Few Associates Inc. | 10,600 | $175K | 0.0% | N/A | 0.016% | |
| 7/25/2025 | G2 Capital Management LLC OH | 86,142 | $1.42M | 0.4% | +1.2% | 0.127% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 18,893 | $312K | 0.1% | N/A | 0.028% | |
| 7/24/2025 | Eastern Bank | 22,373 | $370K | 0.0% | -80.5% | 0.033% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 37,973 | $628K | 0.4% | N/A | 0.056% | |
| 7/23/2025 | Opulen Financial Group LLC | 136,106 | $2.25M | 1.8% | +3.7% | 0.207% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 25,304 | $418K | 0.0% | +8.9% | 0.039% | |
| 7/23/2025 | Waycross Investment Management Co | 396,930 | $6.56M | 6.8% | -1.5% | 0.604% | |
| 7/22/2025 | Marietta Wealth Management LLC | 389,625 | $6.44M | 0.8% | +1.6% | 0.593% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 184,988 | $3.06M | 0.1% | +5.4% | 0.282% | |
| 7/21/2025 | Exchange Capital Management Inc. | 188,958 | $3.12M | 0.5% | -2.6% | 0.288% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 89,531 | $1.48M | 0.9% | +1.0% | 0.136% | |
| 7/18/2025 | Truist Financial Corp | 36,181 | $598K | 0.0% | +7.3% | 0.055% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 589,776 | $9.75M | 0.0% | +11.4% | 0.898% | |
| 7/17/2025 | Independence Bank of Kentucky | 68,340 | $1.13M | 0.2% | +4.2% | 0.104% | |
| 7/17/2025 | Avior Wealth Management LLC | 2,557,892 | $42.28M | 1.5% | +4.9% | 3.893% | |
| 7/17/2025 | Hengehold Capital Management LLC | 2,062,293 | $34.09M | 3.1% | +99.0% | 3.139% | |
| 7/15/2025 | BCS Wealth Management | 290,810 | $4.81M | 1.0% | +8.0% | 0.443% | |
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| 7/15/2025 | SJS Investment Consulting Inc. | 4,007 | $66K | 0.0% | N/A | 0.006% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 23,549 | $389K | 0.1% | +27.6% | 0.036% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 153,435 | $2.54M | 2.6% | +4.5% | 0.234% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 77,549 | $1.28M | 0.4% | +4.2% | 0.119% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 17,634 | $291K | 0.1% | +110.1% | 0.027% | |
| 7/11/2025 | AA Financial Advisors LLC | 531,095 | $8.78M | 1.9% | +14.9% | 0.814% | |
| 7/10/2025 | Sterling Financial Group Inc. | 23,347 | $386K | 0.1% | -5.4% | 0.037% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 24,586 | $406K | 0.1% | -3.0% | 0.038% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 156,132 | $2.57M | 0.0% | +4.4% | 0.244% | |
| 7/8/2025 | Everpar Advisors LLC | 30,425 | $503K | 0.2% | +78.6% | 0.048% | |
| 7/7/2025 | Horizons Wealth Management | 80,143 | $1.33M | 0.9% | +6.3% | 0.125% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 282,516 | $4.67M | 1.6% | -1.1% | 0.442% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 22,751 | $371K | 0.0% | +43.9% | 0.039% | |
| 5/19/2025 | Jane Street Group LLC | 159,961 | $2.61M | 0.0% | +343.5% | 0.275% | |
| 5/16/2025 | Jones Financial Companies Lllp | 15,121 | $247K | 0.0% | -87.5% | 0.026% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 33,676 | $549K | 0.4% | N/A | 0.057% | |
| 5/16/2025 | Redwood Financial Network Corp | 11,686 | $191K | 0.1% | N/A | 0.020% | |
| 5/16/2025 | NewEdge Advisors LLC | 65,514 | $1.07M | 0.0% | +8.1% | 0.111% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 23,017 | $375K | 0.0% | +34.4% | 0.039% | |
| 5/15/2025 | Capital Investment Counsel LLC | 1,248,721 | $20.37M | 3.4% | +2.6% | 2.146% | |
| 5/15/2025 | Royal Bank of Canada | 886,565 | $14.46M | 0.0% | +14.5% | 1.523% | |
| 5/15/2025 | MAI Capital Management | 310,358 | $5.06M | 0.0% | +21.1% | 0.533% | |
| 5/15/2025 | Baird Financial Group Inc. | 792,613 | $12.93M | 0.0% | N/A | 1.362% | |
| 5/15/2025 | Hanover Advisors Inc. | 24,246 | $395K | 0.2% | +60.5% | 0.042% | |
| 5/14/2025 | Comerica Bank | 33,659 | $549K | 0.0% | +534.8% | 0.058% | |
| 5/14/2025 | Freedom Investment Management Inc. | 13,771 | $225K | 0.0% | -50.3% | 0.024% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 18,450 | $301K | 0.1% | +20.6% | 0.032% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,944 | $244K | 0.0% | +13.3% | 0.026% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 23,242 | $379K | 0.0% | +22.0% | 0.040% | |
| 5/14/2025 | Kestra Advisory Services LLC | 96,258 | $1.57M | 0.0% | +8.0% | 0.165% | |
| 5/14/2025 | Compound Planning Inc. | 10,060 | $164K | 0.0% | N/A | 0.017% | |
| 5/14/2025 | Capital Analysts LLC | 14,501 | $237K | 0.0% | -5.1% | 0.025% | |
| 5/14/2025 | Colonial Trust Advisors | 71,299 | $1.16M | 0.1% | +30.1% | 0.123% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 7,593,491 | $123.85M | 1.3% | +12.5% | 13.047% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 805,243 | $13.13M | 0.1% | +1.8% | 1.384% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,344,072 | $54.54M | 0.0% | -3.0% | 5.746% | |
| 5/13/2025 | Redmond Asset Management LLC | 27,549 | $449K | 0.1% | N/A | 0.047% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 597,638 | $9.75M | 0.5% | -1.0% | 1.027% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 146,785 | $2.39M | 2.6% | +1.0% | 0.252% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 1,210,522 | $19.74M | 1.2% | -7.5% | 2.080% | |
| 5/12/2025 | Invesco Ltd. | 1,425,132 | $23.24M | 0.0% | +8.0% | 2.449% | |
| 5/8/2025 | Headland Capital LLC | 996,729 | $16.26M | 5.4% | N/A | 1.713% | |
| 5/8/2025 | MONECO Advisors LLC | 861,146 | $14.05M | 1.4% | +93.5% | 1.480% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 175,430 | $2.86M | 0.1% | +11.3% | 0.301% | |
| 5/8/2025 | Harbour Investments Inc. | 15,589 | $254K | 0.0% | +107.1% | 0.027% | |
| 5/8/2025 | Davis R M Inc. | 72,818 | $1.19M | 0.0% | +32.2% | 0.125% | |
| 5/8/2025 | Eastern Bank | 114,850 | $1.87M | 0.0% | -62.3% | 0.197% | |
| 5/7/2025 | LPL Financial LLC | 1,831,434 | $29.87M | 0.0% | +14.5% | 3.147% | |
| 5/6/2025 | Cetera Investment Advisers | 25,423 | $415K | 0.0% | -54.9% | 0.044% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 48,867 | $797K | 0.0% | +27.7% | 0.084% | |
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| 5/6/2025 | Carnegie Investment Counsel | 58,237 | $942K | 0.0% | +16.4% | 0.100% | |
| 5/6/2025 | Goepper Burkhardt LLC | 148,100 | $2.42M | 1.0% | +51.6% | 0.254% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 83,892 | $1.37M | 0.0% | N/A | 0.144% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 1,525,872 | $24.88M | 1.5% | +44.7% | 2.622% | |
| 5/5/2025 | Montag A & Associates Inc. | 3,254 | $53K | 0.0% | N/A | 0.006% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 56,577 | $923K | 0.0% | N/A | 0.097% | |
| 5/5/2025 | ETF Store Inc. | 16,293 | $266K | 0.3% | N/A | 0.028% | |
| 5/2/2025 | Opulen Financial Group LLC | 131,232 | $2.14M | 1.9% | +9.0% | 0.225% | |
| 5/2/2025 | Allen Capital Group LLC | 30,696 | $501K | 0.1% | +35.7% | 0.053% | |
| 5/2/2025 | Larson Financial Group LLC | 8,899 | $145K | 0.0% | +1,122.4% | 0.015% | |
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