| 7/18/2025 | New Wave Wealth Advisors LLC | 16,184 | $677K | 0.3% | -5.1% | 0.041% | |
| 7/18/2025 | Truist Financial Corp | 53,694 | $2.25M | 0.0% | -2.4% | 0.134% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 161,819 | $6.77M | 0.0% | -2.9% | 0.405% | |
| 7/17/2025 | Wagner Wealth Management LLC | 24,663 | $1.03M | 0.2% | -1.3% | 0.062% | |
| 7/16/2025 | Independent Wealth Network Inc. | 10,929 | $457K | 0.2% | +8.4% | 0.027% | |
| 7/16/2025 | Novem Group | 5,478 | $229K | 0.0% | +7.9% | 0.014% | |
| 7/16/2025 | Perigon Wealth Management LLC | 23,167 | $969K | 0.0% | -11.3% | 0.058% | |
| 7/15/2025 | EWG Elevate Inc. | 57,260 | $2.39M | 0.7% | -47.5% | 0.143% | |
| 7/15/2025 | LVZ Inc. | 29,094 | $1.22M | 0.1% | -1.7% | 0.073% | |
| 7/14/2025 | GAMMA Investing LLC | 936 | $39K | 0.0% | +109.9% | 0.002% | |
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| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 49,349 | $2.06M | 0.1% | +5.6% | 0.124% | |
| 7/14/2025 | Park Avenue Securities LLC | 16,202 | $677K | 0.0% | -6.1% | 0.041% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 76,201 | $3.19M | 1.4% | +3.5% | 0.188% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,656 | $153K | 0.0% | -21.4% | 0.009% | |
| 7/11/2025 | Brendel Financial Advisors LLC | 66,278 | $2.77M | 1.6% | +3.2% | 0.164% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,116 | $507K | 0.0% | N/A | 0.030% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 329,800 | $13.79M | 1.0% | +1.8% | 0.814% | |
| 7/9/2025 | Beacon Financial Group | 21,513 | $899K | 0.1% | -6.1% | 0.053% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 9,936 | $415K | 0.2% | -3.5% | 0.025% | |
| 7/2/2025 | HBW Advisory Services LLC | 126,525 | $5.29M | 0.7% | +3.9% | 0.315% | |
| 7/1/2025 | Park National Corp OH | 287,810 | $12.03M | 0.4% | -11.6% | 0.716% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 25,873 | $1.06M | 0.0% | -67.8% | 0.064% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 54,069 | $2.22M | 0.1% | +7.3% | 0.135% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,398 | $263K | 0.0% | N/A | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 36,325 | $1.49M | 0.0% | +2.3% | 0.090% | |
| 5/19/2025 | Advisory Alpha LLC | 21,860 | $897K | 0.0% | -14.9% | 0.054% | |
| 5/16/2025 | Prostatis Group LLC | 104,187 | $4.28M | 1.3% | +2.4% | 0.259% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 25,873 | $1.06M | 0.0% | -67.8% | 0.064% | |
| 5/16/2025 | Rockport Wealth LLC | 53,375 | $2.19M | 0.8% | N/A | 0.133% | |
| 5/15/2025 | Royal Bank of Canada | 664,641 | $27.28M | 0.0% | -18.5% | 1.653% | |
| 5/15/2025 | Baird Financial Group Inc. | 20,571 | $844K | 0.0% | -51.7% | 0.051% | |
| 5/14/2025 | Comerica Bank | 27,007 | $1.11M | 0.0% | -2.3% | 0.067% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,434 | $182K | 0.0% | -58.4% | 0.011% | |
| 5/14/2025 | Kestra Advisory Services LLC | 65,011 | $2.67M | 0.0% | -7.1% | 0.162% | |
| 5/14/2025 | Summit Financial LLC | 39,889 | $1.64M | 0.0% | N/A | 0.099% | |
| 5/14/2025 | Capital Analysts LLC | 2,080 | $85K | 0.0% | -56.7% | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 498,836 | $20.47M | 0.0% | +37.6% | 1.241% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 64,301 | $2.64M | 0.1% | +40.4% | 0.160% | |
| 5/13/2025 | HighTower Advisors LLC | 6,913 | $284K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | Core Wealth Partners LLC | 13,473 | $553K | 0.3% | +5.9% | 0.034% | |
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| 5/12/2025 | Benjamin Edwards Inc. | 39,197 | $1.61M | 0.0% | +5.2% | 0.098% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 39,389 | $1.62M | 0.1% | +2.9% | 0.098% | |
| 5/9/2025 | MGB Wealth Management LLC | 1,000 | $41K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 93,803 | $3.85M | 0.0% | +125.2% | 0.233% | |
| 5/9/2025 | ROI Financial Advisors LLC | 5,060 | $208K | 0.2% | -10.5% | 0.013% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 10,402 | $427K | 0.1% | N/A | 0.026% | |
| 5/8/2025 | Moors & Cabot Inc. | 14,753 | $605K | 0.0% | +16.4% | 0.037% | |
| 5/8/2025 | US Bancorp DE | 1,144 | $47K | 0.0% | -19.9% | 0.003% | |
| 5/8/2025 | Harbour Investments Inc. | 52,806 | $2.17M | 0.1% | -3.9% | 0.131% | |
| 5/8/2025 | Private Advisory Group LLC | 61,510 | $2.52M | 0.3% | -4.8% | 0.153% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 33,599 | $1.38M | 0.5% | +19.0% | 0.084% | |
| 5/8/2025 | Arkadios Wealth Advisors | 12,599 | $517K | 0.0% | -18.8% | 0.031% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 132,971 | $5.46M | 0.1% | +163.8% | 0.331% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 5,299 | $217K | 0.0% | N/A | 0.013% | |
| 5/7/2025 | LPL Financial LLC | 3,528,904 | $144.83M | 0.1% | +21.6% | 8.778% | |
| 5/6/2025 | Assetmark Inc. | 55,803 | $2.29M | 0.0% | +32.7% | 0.139% | |
| 5/6/2025 | Cetera Investment Advisers | 295,046 | $12.11M | 0.0% | +14.3% | 0.734% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 95,809 | $3.93M | 0.0% | +9.7% | 0.238% | |
| 5/6/2025 | Kovack Advisors Inc. | 32,171 | $1.32M | 0.1% | +1.2% | 0.080% | |
| 5/6/2025 | AE Wealth Management LLC | 22,537 | $925K | 0.0% | +28.5% | 0.056% | |
| 5/6/2025 | Strategic Financial Partners Ltd. | 39,368 | $1.62M | 0.9% | +6.6% | 0.098% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 19,063 | $782K | 0.4% | -6.2% | 0.047% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 46,381 | $1.90M | 0.1% | -1.1% | 0.115% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 33,405 | $1.37M | 0.0% | -8.4% | 0.083% | |
| 5/5/2025 | Fountainhead AM LLC | 16,057 | $659K | 0.1% | N/A | 0.040% | |
| 5/5/2025 | Csenge Advisory Group | 9,108 | $372K | 0.0% | +19.4% | 0.023% | |
| 5/5/2025 | Private Advisor Group LLC | 83,906 | $3.44M | 0.0% | -76.8% | 0.209% | |
| 5/2/2025 | Independent Wealth Network Inc. | 10,078 | $414K | 0.2% | +32.7% | 0.025% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 179,664 | $7.37M | 0.1% | -12.6% | 0.447% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 31,512 | $1.29M | 0.3% | -31.8% | 0.078% | |
| 5/2/2025 | Sigma Planning Corp | 6,314 | $259K | 0.0% | +21.1% | 0.016% | |
| 5/1/2025 | CWM LLC | 61,955 | $2.54M | 0.0% | -7.1% | 0.154% | |
| 5/1/2025 | Stephens Inc. AR | 106,456 | $4.37M | 0.1% | +37.2% | 0.265% | |
| 5/1/2025 | Realta Investment Advisors | 7,298 | $299K | 0.1% | +5.2% | 0.018% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 19,799 | $813K | 0.3% | +8.7% | 0.049% | |
| 5/1/2025 | WESPAC Advisors LLC | 15,908 | $653K | 0.5% | N/A | 0.040% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 17,979 | $738K | 0.1% | -2.3% | 0.045% | |
| 4/30/2025 | Ramiah Investment Group | 14,536 | $597K | 0.7% | N/A | 0.036% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 10,294 | $422K | 0.2% | -13.6% | 0.026% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 106,408 | $4.37M | 0.1% | -8.6% | 0.265% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 46,751 | $1.92M | 0.1% | -7.6% | 0.116% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 3,274 | $134K | 0.1% | +11.4% | 0.008% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 326,669 | $13.41M | 0.0% | +24.4% | 0.814% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 217,137 | $8.91M | 0.2% | +4.1% | 0.541% | |
| 4/29/2025 | Fairway Financial LLC | 12,709 | $522K | 0.5% | +38.4% | 0.032% | |
| 4/29/2025 | World Investment Advisors | 12,023 | $493K | 0.0% | +4.7% | 0.030% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 8,129 | $334K | 0.0% | -22.7% | 0.020% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 20,508 | $841K | 0.1% | +2.9% | 0.051% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 12,278 | $504K | 0.1% | +4.1% | 0.031% | |
| 4/28/2025 | D.A. Davidson & CO. | 43,478 | $1.78M | 0.0% | +4.3% | 0.108% | |
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| 4/28/2025 | Novem Group | 5,077 | $208K | 0.0% | N/A | 0.013% | |
| 4/28/2025 | DAVENPORT & Co LLC | 50,086 | $2.06M | 0.0% | +25.8% | 0.126% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 211,275 | $8.67M | 0.9% | +8.0% | 0.530% | |
| 4/28/2025 | Vontobel Holding Ltd. | 6,250 | $256K | 0.0% | N/A | 0.016% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 15,814 | $649K | 0.1% | +165.9% | 0.040% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 17,053 | $700K | 0.3% | -76.7% | 0.043% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 10,033 | $412K | 0.0% | N/A | 0.025% | |
| 4/24/2025 | Primoris Wealth Advisors LLC | 10,000 | $410K | 0.3% | N/A | 0.025% | |
| 4/24/2025 | Holistic Planning LLC | 13,105 | $538K | 0.2% | N/A | 0.033% | |
| 4/23/2025 | Perigon Wealth Management LLC | 26,124 | $1.07M | 0.0% | +22.7% | 0.066% | |
