| 7/17/2025 | HB Wealth Management LLC | 29,869 | $697K | 0.0% | N/A | 0.066% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 26,230 | $612K | 0.0% | -12.9% | 0.058% | |
| 7/17/2025 | Camelot Portfolios LLC | 105,806 | $2.47M | 1.5% | -5.8% | 0.234% | |
| 7/17/2025 | Avior Wealth Management LLC | 343,851 | $8.02M | 0.3% | +2.7% | 0.761% | |
| 7/15/2025 | BCS Wealth Management | 9,967 | $233K | 0.1% | N/A | 0.022% | |
| 7/15/2025 | Legacy Financial Group LLC | 722,580 | $16.86M | 2.4% | -4.7% | 1.599% | |
| 7/14/2025 | CRA Financial Services LLC | 15,572 | $363K | 0.1% | +10.8% | 0.034% | |
| 7/14/2025 | GAMMA Investing LLC | 11,619 | $271K | 0.0% | -74.0% | 0.026% | |
| 7/14/2025 | Sound Stewardship LLC | 50,740 | $1.18M | 0.6% | +1.1% | 0.112% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 25,258 | $589K | 0.4% | +3.3% | 0.056% | |
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| 7/11/2025 | Farther Finance Advisors LLC | 12,952 | $302K | 0.0% | N/A | 0.029% | |
| 7/11/2025 | AA Financial Advisors LLC | 70,627 | $1.65M | 0.4% | +2.7% | 0.156% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 20,907 | $488K | 0.1% | +8.2% | 0.047% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,637 | $879K | 0.0% | -16.0% | 0.084% | |
| 7/9/2025 | Mirador Capital Partners LP | 2,075,834 | $48.43M | 7.9% | +29.6% | 4.644% | |
| 7/8/2025 | Gradient Investments LLC | 33,136 | $773K | 0.0% | +2.9% | 0.074% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 72,794 | $1.70M | 0.5% | +4.5% | 0.163% | |
| 7/7/2025 | Horizons Wealth Management | 112,815 | $2.63M | 1.9% | +1.8% | 0.252% | |
| 7/3/2025 | Collective Family Office LLC | 329,478 | $7.69M | 2.0% | +34.5% | 0.749% | |
| 5/28/2025 | Intrua Financial LLC | 242,568 | $5.63M | 0.8% | +2.7% | 0.571% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 54,988 | $1.28M | 0.0% | +9.4% | 0.129% | |
| 5/19/2025 | Jane Street Group LLC | 304,433 | $7.06M | 0.0% | +43.8% | 0.716% | |
| 5/19/2025 | Advisory Alpha LLC | 366,326 | $8.50M | 0.3% | +22.7% | 0.862% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,013 | $302K | 0.0% | -7.5% | 0.031% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 46,129 | $1.07M | 0.5% | +349.9% | 0.109% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 1,123,376 | $26.05M | 1.0% | +71.6% | 2.643% | |
| 5/16/2025 | Jones Financial Companies Lllp | 313,490 | $7.27M | 0.0% | +212.0% | 0.738% | |
| 5/16/2025 | NewEdge Advisors LLC | 65,438 | $1.52M | 0.0% | +8.2% | 0.154% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 193,800 | $4.49M | 0.1% | -1.7% | 0.456% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 7,397 | $172K | 0.0% | -6.2% | 0.017% | |
| 5/15/2025 | Royal Bank of Canada | 163,117 | $3.78M | 0.0% | +3.9% | 0.384% | |
| 5/15/2025 | Insight Wealth Partners LLC | 571,705 | $13.26M | 2.2% | +1.1% | 1.345% | |
| 5/14/2025 | Delta Investment Management LLC | 323,143 | $7.49M | 1.5% | -2.0% | 0.760% | |
| 5/14/2025 | Comerica Bank | 15,795 | $366K | 0.0% | -35.5% | 0.037% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 151,663 | $3.52M | 1.0% | +15.7% | 0.357% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,809 | $88K | 0.0% | +47.3% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 77,035 | $1.79M | 0.0% | -0.8% | 0.181% | |
| 5/14/2025 | Compound Planning Inc. | 74,487 | $1.73M | 0.1% | +43.6% | 0.175% | |
| 5/14/2025 | Capital Analysts LLC | 40,165 | $931K | 0.0% | +14.8% | 0.095% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 19,317 | $448K | 0.1% | N/A | 0.045% | |
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| 5/13/2025 | Global View Capital Management LLC | 50,524 | $1.17M | 0.4% | -46.5% | 0.119% | |
| 5/13/2025 | Tyler Stone Wealth Management | 232,735 | $5.40M | 1.0% | +90.6% | 0.548% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,168,110 | $50.28M | 0.0% | +3.2% | 5.101% | |
| 5/13/2025 | Oder Investment Management LLC | 183,172 | $4.26M | 3.6% | +10.1% | 0.431% | |
| 5/13/2025 | NFP Retirement Inc. | 44,369 | $1.03M | 0.1% | +10.1% | 0.104% | |
| 5/12/2025 | Invesco Ltd. | 111,518 | $2.59M | 0.0% | -3.3% | 0.262% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 17,835 | $414K | 0.0% | +3.5% | 0.042% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 80,322 | $1.86M | 0.0% | +119.5% | 0.189% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,593 | $733K | 0.0% | +2.2% | 0.074% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 130,132 | $3.02M | 0.1% | +217.5% | 0.306% | |
| 5/7/2025 | LPL Financial LLC | 1,219,967 | $28.29M | 0.0% | +7.0% | 2.871% | |
| 5/6/2025 | Cetera Investment Advisers | 1,398,691 | $32.44M | 0.1% | +12.2% | 3.291% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 54,474 | $1.26M | 0.0% | +12.1% | 0.128% | |
| 5/6/2025 | SFE Investment Counsel | 325,538 | $7.55M | 1.5% | -1.3% | 0.766% | |
| 5/6/2025 | Carnegie Investment Counsel | 52,790 | $1.20M | 0.0% | -23.5% | 0.124% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 9,432 | $219K | 0.0% | N/A | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 141,632 | $3.28M | 0.0% | +20.0% | 0.333% | |
| 5/5/2025 | Diversify Advisory Services LLC | 9,840 | $228K | 0.0% | -34.1% | 0.023% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 21,374 | $496K | 0.0% | +252.1% | 0.050% | |
| 5/2/2025 | Larson Financial Group LLC | 566,966 | $13.15M | 0.6% | +69.9% | 1.334% | |
| 5/2/2025 | Kaye Capital Management | 9,206 | $213K | 0.1% | N/A | 0.022% | |
| 5/1/2025 | Key Financial Inc | 46,168 | $1.07M | 0.2% | +6.2% | 0.106% | |
| 5/1/2025 | CWM LLC | 493,215 | $11.44M | 0.0% | -3.1% | 1.134% | |
| 5/1/2025 | Stephens Inc. AR | 33,496 | $777K | 0.0% | +5.7% | 0.077% | |
| 5/1/2025 | WESPAC Advisors LLC | 12,410 | $288K | 0.2% | -7.9% | 0.029% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 20,440 | $474K | 0.1% | +10.7% | 0.047% | |
| 4/30/2025 | BXM Wealth LLC | 15,759 | $365K | 0.4% | +46.7% | 0.036% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,755 | $203K | 0.0% | -9.4% | 0.020% | |
| 4/30/2025 | 49 Wealth Management LLC | 144,125 | $3.34M | 0.4% | +4.2% | 0.331% | |
| 4/30/2025 | Brown Advisory Inc. | 43,236 | $1.00M | 0.0% | +2.6% | 0.099% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 687,166 | $15.94M | 0.0% | -0.9% | 1.580% | |
| 4/29/2025 | Strategic Blueprint LLC | 33,159 | $769K | 0.0% | +245.8% | 0.076% | |
| 4/28/2025 | Mutual Advisors LLC | 15,130 | $351K | 0.0% | N/A | 0.035% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 54,360 | $1.26M | 0.8% | -10.0% | 0.125% | |
| 4/28/2025 | Rovin Capital UT ADV | 210,225 | $4.88M | 1.6% | +10.6% | 0.483% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,510 | $128K | 0.0% | N/A | 0.013% | |
| 4/25/2025 | Pacific Wealth Strategies Group Inc. | 77,505 | $1.80M | 1.3% | +3.2% | 0.178% | |
| 4/25/2025 | IRON Financial LLC | 25,568 | $593K | 0.3% | -3.2% | 0.059% | |
| 4/25/2025 | Verity Asset Management Inc. | 272,386 | $6.32M | 2.6% | N/A | 0.626% | |
| 4/25/2025 | Sovran Advisors LLC | 20,935 | $484K | 0.1% | N/A | 0.048% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 814,568 | $18.89M | 1.4% | N/A | 1.873% | |
| 4/23/2025 | AIFG Consultants Ltd. | 74,495 | $1.73M | 2.8% | -8.2% | 0.171% | |
| 4/23/2025 | Vantage Point Financial LLC | 71,070 | $1.65M | 0.8% | +0.8% | 0.163% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,229 | $724K | 0.0% | +55.8% | 0.072% | |
| 4/22/2025 | Paradiem LLC | 94,972 | $2.20M | 0.6% | -10.7% | 0.218% | |
| 4/22/2025 | Altrius Capital Management Inc | 67,505 | $1.57M | 0.4% | -13.0% | 0.155% | |
| 4/22/2025 | Segment Wealth Management LLC | 58,542 | $1.36M | 0.1% | -2.9% | 0.135% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 24,443 | $567K | 0.4% | +46.4% | 0.056% | |
| 4/21/2025 | Avior Wealth Management LLC | 334,687 | $7.76M | 0.3% | +2.9% | 0.766% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 198,415 | $4.60M | 1.1% | +5.4% | 0.454% | |
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| 4/21/2025 | River Street Advisors LLC | 199,618 | $4.63M | 2.3% | -0.7% | 0.457% | |
| 4/21/2025 | Friedenthal Financial | 8,264 | $192K | 0.1% | -8.0% | 0.019% | |
| 4/17/2025 | AA Financial Advisors LLC | 68,784 | $1.60M | 0.4% | +5.0% | 0.157% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,126 | $699K | 0.0% | -25.3% | 0.069% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 44,782 | $1.04M | 0.0% | +17.7% | 0.102% | |
| 4/16/2025 | Sound Stewardship LLC | 50,186 | $1.16M | 0.7% | +1.8% | 0.113% | |
| 4/16/2025 | Ballew Advisors Inc | 42,049 | $963K | 0.6% | +62.1% | 0.094% | |
| 4/16/2025 | Sterling Financial Group Inc. | 1,208,421 | $28.02M | 10.1% | +37.7% | 2.716% | |
| 4/15/2025 | Net Worth Advisory Group | 14,514 | $337K | 0.1% | +5.4% | 0.033% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 466,126 | $10.81M | 3.3% | +0.2% | 1.072% | |
