| 8/7/2025 | Addison Advisors LLC | 206,604 | $4.38M | 1.1% | +0.2% | 0.689% | |
| 8/7/2025 | Davis R M Inc. | 16,242 | $344K | 0.0% | +31.1% | 0.054% | |
| 8/5/2025 | Ellevest Inc. | 78,195 | $1.66M | 0.3% | +2.1% | 0.261% | |
| 8/4/2025 | Atria Investments Inc | 118,243 | $2.51M | 0.0% | +1.4% | 0.394% | |
| 8/1/2025 | Clark Asset Management LLC | 200,560 | $4.25M | 0.6% | +11.2% | 0.669% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 596,948 | $12.66M | 0.8% | N/A | 1.990% | |
| 8/1/2025 | First Command Advisory Services Inc. | 10,059 | $213K | 0.0% | +13.6% | 0.034% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 60,682 | $1.29M | 0.0% | +3.2% | 0.202% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 473,771 | $10.04M | 0.4% | +0.7% | 1.579% | |
| 7/30/2025 | Nottingham Advisors Inc. | 162,946 | $3.45M | 0.5% | +3.1% | 0.543% | |
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| 7/29/2025 | Stephens Inc. AR | 120,537 | $2.56M | 0.0% | +7.3% | 0.402% | |
| 7/29/2025 | Novare Capital Management LLC | 77,592 | $1.65M | 0.1% | +19.5% | 0.259% | |
| 7/25/2025 | G2 Capital Management LLC OH | 59,227 | $1.26M | 0.4% | +1.3% | 0.198% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 12,757 | $270K | 0.2% | N/A | 0.043% | |
| 7/23/2025 | Opulen Financial Group LLC | 52,576 | $1.12M | 0.9% | +9.3% | 0.176% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 269,565 | $5.72M | 2.8% | -7.1% | 0.903% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,620 | $119K | 0.0% | N/A | 0.019% | |
| 7/21/2025 | Exchange Capital Management Inc. | 161,506 | $3.42M | 0.5% | -2.7% | 0.541% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 155,515 | $3.30M | 2.1% | +3.8% | 0.521% | |
| 7/17/2025 | Independence Bank of Kentucky | 39,613 | $840K | 0.1% | +4.7% | 0.133% | |
| 7/15/2025 | BCS Wealth Management | 437,162 | $9.27M | 2.0% | +4.5% | 1.465% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 54,866 | $1.16M | 0.3% | +4.9% | 0.184% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 36,149 | $765K | 0.0% | +26.8% | 0.122% | |
| 5/19/2025 | Jane Street Group LLC | 173,819 | $3.63M | 0.0% | +782.0% | 0.678% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 12,595 | $263K | 0.2% | N/A | 0.049% | |
| 5/15/2025 | Royal Bank of Canada | 134,604 | $2.81M | 0.0% | +36.7% | 0.525% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 188,273 | $3.93M | 0.0% | +9.7% | 0.734% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,235,852 | $46.71M | 0.0% | +8.4% | 8.717% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 3,833,987 | $80.09M | 0.8% | N/A | 14.947% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,130,808 | $65.40M | 0.0% | -0.8% | 12.206% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 470,300 | $9.83M | 0.5% | -0.3% | 1.834% | |
| 5/12/2025 | Invesco Ltd. | 1,106,644 | $23.12M | 0.0% | +130.3% | 4.314% | |
| 5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 381,016 | $7.96M | 1.8% | +3.9% | 1.485% | |
| 5/8/2025 | MONECO Advisors LLC | 71,289 | $1.49M | 0.2% | -10.3% | 0.278% | |
| 5/8/2025 | Davis R M Inc. | 12,386 | $259K | 0.0% | +15.6% | 0.048% | |
| 5/7/2025 | LPL Financial LLC | 1,262,794 | $26.38M | 0.0% | +20.8% | 4.923% | |
| 5/7/2025 | Investment Management Corp VA ADV | 8,349 | $174K | 0.2% | -9.3% | 0.033% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 22,665 | $473K | 0.0% | +57.4% | 0.088% | |
| 5/5/2025 | Montag A & Associates Inc. | 2,524 | $53K | 0.0% | N/A | 0.010% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 41,390 | $865K | 0.0% | N/A | 0.161% | |
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| 5/5/2025 | ETF Store Inc. | 10,529 | $220K | 0.3% | N/A | 0.041% | |
| 5/2/2025 | Opulen Financial Group LLC | 48,093 | $1.01M | 0.9% | +20.5% | 0.187% | |
| 5/2/2025 | Kaye Capital Management | 266,808 | $5.57M | 2.3% | +1,926.0% | 1.040% | |
| 5/1/2025 | Asset Dedication LLC | 118,582 | $2.48M | 0.2% | +81.5% | 0.462% | |
| 5/1/2025 | Stephens Inc. AR | 112,370 | $2.35M | 0.0% | +56.5% | 0.438% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 21,103 | $441K | 0.0% | +46.5% | 0.081% | |
| 4/29/2025 | YANKCOM Partnership | 5,072 | $106K | 0.1% | +24.0% | 0.019% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 58,782 | $1.23M | 0.0% | +9.2% | 0.225% | |
| 4/29/2025 | Novare Capital Management LLC | 64,922 | $1.36M | 0.1% | +46.3% | 0.249% | |
| 4/29/2025 | Wayfinding Financial LLC | 4,035 | $84K | 0.0% | N/A | 0.015% | |
| 4/28/2025 | Clark Asset Management LLC | 180,376 | $3.77M | 0.6% | +21.9% | 0.691% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 56,314 | $1.18M | 0.2% | +6.5% | 0.216% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 149,750 | $3.13M | 2.0% | +22.8% | 0.574% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 290,106 | $6.06M | 3.3% | +2.3% | 1.124% | |
| 4/23/2025 | G2 Capital Management LLC OH | 58,478 | $1.22M | 0.4% | +1.2% | 0.227% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 53,477 | $1.12M | 0.1% | -10.0% | 0.207% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,261 | $298K | 0.0% | N/A | 0.055% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,509 | $596K | 0.0% | +161.8% | 0.111% | |
| 4/16/2025 | Sterling Financial Group Inc. | 33,388 | $697K | 0.3% | -2.0% | 0.129% | |
| 4/15/2025 | Noble Wealth Management PBC | 15,775 | $330K | 0.2% | -5.3% | 0.061% | |
| 4/14/2025 | Capital Investment Advisors LLC | 9,620 | $201K | 0.0% | N/A | 0.037% | |
| 4/14/2025 | BCS Wealth Management | 418,341 | $8.74M | 2.2% | +2.3% | 1.621% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 52,294 | $1.09M | 0.3% | +11.3% | 0.202% | |
| 4/11/2025 | Davis Capital Management | 1,800 | $38K | 0.0% | +166.7% | 0.007% | |
| 4/9/2025 | Marquette Asset Management LLC | 4,118 | $86K | 0.0% | +38.9% | 0.016% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,891 | $225K | 0.0% | N/A | 0.051% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 23,627 | $487K | 0.5% | N/A | 0.112% | |
| 2/18/2025 | Investment Management Corp VA ADV | 9,203 | $190K | 0.2% | N/A | 0.044% | |
| 2/17/2025 | Waverly Advisors LLC | 14,079 | $290K | 0.0% | +22.3% | 0.067% | |
| 2/17/2025 | Ellevest Inc. | 71,354 | $1.47M | 0.1% | +9.3% | 0.337% | |
| 2/17/2025 | Captrust Financial Advisors | 9,836 | $203K | 0.0% | -7.0% | 0.047% | |
| 2/17/2025 | Citadel Advisors LLC | 301,784 | $6.22M | 0.0% | +677.4% | 1.427% | |
| 2/17/2025 | Bank of America Corp DE | 224,911 | $4.64M | 0.0% | -14.1% | 1.063% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,062,107 | $42.52M | 0.0% | +4.6% | 9.750% | |
| 2/14/2025 | Jane Street Group LLC | 19,707 | $406K | 0.0% | -70.2% | 0.093% | |
| 2/14/2025 | Comerica Bank | 1,591 | $33K | 0.0% | N/A | 0.008% | |
| 2/14/2025 | Stifel Financial Corp | 11,597 | $239K | 0.0% | N/A | 0.055% | |
| 2/14/2025 | MML Investors Services LLC | 99,230 | $2.05M | 0.0% | +3.5% | 0.469% | |
| 2/13/2025 | Invesco Ltd. | 480,431 | $9.91M | 0.0% | +0.4% | 2.272% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 53,848 | $1.11M | 0.0% | +5.5% | 0.255% | |
| 2/13/2025 | Wells Fargo & Company MN | 260,045 | $5.36M | 0.0% | +99.6% | 1.230% | |
| 2/12/2025 | Nottingham Advisors Inc. | 157,999 | $3.26M | 0.4% | +9.5% | 0.747% | |
| 2/11/2025 | Community Bank N.A. | 2,700 | $56K | 0.0% | +294.2% | 0.013% | |
| 2/11/2025 | LPL Financial LLC | 1,045,125 | $21.55M | 0.0% | +10.7% | 4.941% | |
| 2/11/2025 | HUB Investment Partners LLC | 55,085 | $1.14M | 0.0% | +6.5% | 0.260% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 11,813 | $244K | 0.0% | +12.6% | 0.056% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 81,156 | $1.67M | 0.0% | +10.2% | 0.384% | |
| 2/10/2025 | Wintrust Investments LLC | 1,270 | $26K | 0.0% | -33.3% | 0.006% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,399 | $297K | 0.0% | N/A | 0.068% | |
| 2/7/2025 | Davis R M Inc. | 10,711 | $221K | 0.0% | N/A | 0.051% | |
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| 2/7/2025 | Independent Advisor Alliance | 23,457 | $484K | 0.0% | N/A | 0.111% | |
| 2/7/2025 | G2 Capital Management LLC OH | 57,783 | $1.19M | 0.4% | +1.3% | 0.273% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 11,950 | $246K | 0.2% | N/A | 0.057% | |
| 2/6/2025 | Opulen Financial Group LLC | 39,911 | $823K | 0.7% | N/A | 0.189% | |
| 2/6/2025 | Beacon Harbor Wealth Advisors Inc. | 366,582 | $7.56M | 1.8% | +6.5% | 1.733% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,156,193 | $65.08M | 0.0% | N/A | 14.923% | |
| 2/6/2025 | Atria Investments Inc | 61,747 | $1.27M | 0.0% | +19.6% | 0.292% | |
| 2/6/2025 | Cookson Peirce & Co. Inc. | 471,784 | $9.73M | 0.4% | +5.8% | 2.231% | |
| 2/6/2025 | Jones Financial Companies Lllp | 61,081 | $1.26M | 0.0% | +108.1% | 0.289% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 49,402 | $1.02M | 0.1% | N/A | 0.234% | |
