| 8/18/2025 | Tactive Advisors LLC | 20,115 | $657K | 0.2% | N/A | 0.059% | |
| 8/15/2025 | Corient Private Wealth LLC | 20,651 | $674K | 0.0% | +2.4% | 0.061% | |
| 8/15/2025 | Captrust Financial Advisors | 145,013 | $4.73M | 0.0% | -5.9% | 0.425% | |
| 8/15/2025 | MML Investors Services LLC | 216,038 | $7.05M | 0.0% | +1.6% | 0.634% | |
| 8/15/2025 | IHT Wealth Management LLC | 16,021 | $523K | 0.0% | N/A | 0.047% | |
| 8/15/2025 | Bank of America Corp DE | 3,199,277 | $104.42M | 0.0% | -9.1% | 9.382% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 188,363 | $6.15M | 0.4% | N/A | 0.552% | |
| 8/14/2025 | Raymond James Financial Inc. | 273,161 | $8.92M | 0.0% | +22.3% | 0.801% | |
| 8/14/2025 | NewEdge Advisors LLC | 16,074 | $525K | 0.0% | -49.9% | 0.047% | |
| 8/14/2025 | Financial Strategies Group Inc. | 6,213 | $206K | 0.0% | -15.3% | 0.018% | |
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| 8/13/2025 | Veltria Advisors Corp. | 7,584 | $248K | 0.2% | N/A | 0.022% | |
| 8/13/2025 | Smith Moore & CO. | 30,859 | $1.01M | 0.1% | +2.3% | 0.090% | |
| 8/13/2025 | Lido Advisors LLC | 6,277 | $205K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Denver Wealth Management Inc. | 16,307 | $532K | 0.2% | +1.9% | 0.048% | |
| 8/13/2025 | Quadrature Capital Ltd | 15,707 | $513K | 0.0% | N/A | 0.046% | |
| 8/13/2025 | Virtue Capital Management LLC | 33,281 | $1.09M | 0.2% | +5.2% | 0.098% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 14,830 | $484K | 0.0% | +8.7% | 0.043% | |
| 8/13/2025 | Choreo LLC | 17,239 | $563K | 0.0% | +15.4% | 0.051% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 159,074 | $5.19M | 0.0% | +39.8% | 0.466% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 17,067 | $557K | 0.0% | -4.0% | 0.050% | |
| 8/12/2025 | Archer Investment Corp | 923 | $30K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | JPMorgan Chase & Co. | 83,329 | $2.72M | 0.0% | -33.7% | 0.244% | |
| 8/11/2025 | Western Wealth Management LLC | 10,215 | $333K | 0.0% | -5.6% | 0.030% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 445,034 | $14.53M | 0.0% | -1.1% | 1.305% | |
| 8/8/2025 | Cetera Investment Advisers | 338,427 | $11.05M | 0.0% | -6.9% | 0.992% | |
| 8/8/2025 | Creative Planning | 14,576 | $476K | 0.0% | +64.1% | 0.043% | |
| 8/8/2025 | Advyzon Investment Management LLC | 322,782 | $10.54M | 2.3% | N/A | 0.947% | |
| 8/7/2025 | Ibex Wealth Advisors | 35,905 | $1.17M | 0.1% | -70.0% | 0.105% | |
| 8/6/2025 | AE Wealth Management LLC | 67,209 | $2.19M | 0.0% | -15.2% | 0.197% | |
| 8/6/2025 | ETF Store Inc. | 119,727 | $3.91M | 4.5% | -1.5% | 0.351% | |
| 8/6/2025 | Cherry Creek Investment Advisors Inc. | 77,228 | $2.52M | 1.2% | +1.5% | 0.226% | |
| 8/4/2025 | Atria Investments Inc | 20,679 | $675K | 0.0% | -2.6% | 0.061% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 35,911 | $1.17M | 0.6% | -3.1% | 0.105% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 767,379 | $25.05M | 0.0% | -9.1% | 2.250% | |
| 7/31/2025 | Mason & Associates Inc | 120,517 | $3.93M | 0.9% | +12.2% | 0.353% | |
| 7/29/2025 | BKM Wealth Management LLC | 28,536 | $931K | 0.4% | +22.9% | 0.084% | |
| 7/29/2025 | Financial Guidance Group Inc. | 29,503 | $963K | 0.5% | -42.3% | 0.087% | |
| 7/25/2025 | MGO One Seven LLC | 13,910 | $454K | 0.0% | -4.1% | 0.041% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 17,325 | $565K | 0.1% | -5.4% | 0.051% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 439,760 | $14.35M | 1.3% | -9.5% | 1.290% | |
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| 7/24/2025 | IFP Advisors Inc | 5,077 | $166K | 0.0% | +7.0% | 0.015% | |
| 7/24/2025 | Leo Wealth LLC | 16,907 | $562K | 0.0% | N/A | 0.050% | |
| 7/23/2025 | Columbus Macro LLC | 269,821 | $8.81M | 1.1% | -8.5% | 0.791% | |
| 7/23/2025 | DMC Group LLC | 11,840 | $386K | 0.3% | +23.5% | 0.035% | |
| 7/23/2025 | Defined Financial Planning LLC | 41,930 | $1.38M | 1.2% | N/A | 0.123% | |
| 7/18/2025 | Truist Financial Corp | 11,227 | $366K | 0.0% | -3.7% | 0.033% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,467 | $374K | 0.0% | -18.6% | 0.034% | |
| 7/17/2025 | Clear Point Advisors Inc. | 97,126 | $3.11M | 2.6% | +0.6% | 0.285% | |
| 7/16/2025 | Patron Partners LLC | 12,824 | $419K | 0.2% | -6.9% | 0.038% | |
| 7/16/2025 | Maridea Wealth Management LLC | 198,800 | $6.49M | 1.7% | N/A | 0.583% | |
| 7/14/2025 | Crew Capital Management Ltd. | 10,493 | $342K | 0.2% | N/A | 0.031% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 149,864 | $4.89M | 0.1% | +5.0% | 0.439% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,135 | $102K | 0.0% | +11.3% | 0.009% | |
| 7/11/2025 | Brendel Financial Advisors LLC | 151,280 | $4.94M | 2.8% | +1.0% | 0.444% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 77,820 | $2.54M | 0.9% | +4.3% | 0.228% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 45,365 | $1.48M | 0.2% | +13.4% | 0.133% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 10,630 | $347K | 0.3% | N/A | 0.031% | |
| 7/8/2025 | Ehrlich Financial Group | 16,066 | $524K | 0.3% | -5.9% | 0.047% | |
| 7/2/2025 | HBW Advisory Services LLC | 9,034 | $295K | 0.0% | +31.3% | 0.026% | |
| 5/19/2025 | Jane Street Group LLC | 41,122 | $1.27M | 0.0% | -67.5% | 0.118% | |
| 5/16/2025 | Financial Strategies Group Inc. | 7,338 | $234K | 0.1% | -17.7% | 0.021% | |
| 5/15/2025 | Royal Bank of Canada | 796,686 | $24.57M | 0.0% | -2.6% | 2.289% | |
| 5/14/2025 | CreativeOne Wealth LLC | 7,030 | $217K | 0.0% | N/A | 0.021% | |
| 5/14/2025 | Comerica Bank | 9,037 | $279K | 0.0% | -10.5% | 0.027% | |
| 5/14/2025 | SVB Wealth LLC | 1,232 | $38K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,647 | $421K | 0.0% | +83.2% | 0.040% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 55,955 | $1.73M | 0.0% | -1.7% | 0.164% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 113,792 | $3.51M | 0.0% | +12.4% | 0.334% | |
| 5/13/2025 | Raymond James Financial Inc. | 223,435 | $6.89M | 0.0% | +354.1% | 0.655% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 103,276 | $3.19M | 0.2% | N/A | 0.303% | |
| 5/13/2025 | HighTower Advisors LLC | 78,254 | $2.41M | 0.0% | -16.3% | 0.229% | |
| 5/12/2025 | Townsquare Capital LLC | 9,383 | $289K | 0.0% | -15.1% | 0.028% | |
| 5/7/2025 | LPL Financial LLC | 680,781 | $21.00M | 0.0% | +0.2% | 1.996% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 485,763 | $14.98M | 1.5% | +0.6% | 1.425% | |
| 5/6/2025 | Cetera Investment Advisers | 363,492 | $11.21M | 0.0% | +6.8% | 1.066% | |
| 5/6/2025 | Jackson Hole Capital Partners LLC | 71,069 | $2.19M | 0.4% | -23.6% | 0.208% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 37,071 | $1.14M | 0.6% | -3.1% | 0.109% | |
| 5/6/2025 | PFG Advisors | 18,352 | $566K | 0.0% | -7.1% | 0.054% | |
| 5/5/2025 | BKM Wealth Management LLC | 23,217 | $716K | 0.3% | -24.6% | 0.068% | |
| 5/5/2025 | ETF Store Inc. | 121,552 | $3.75M | 4.6% | -2.8% | 0.356% | |
| 5/5/2025 | Private Advisor Group LLC | 15,440 | $476K | 0.0% | -31.0% | 0.045% | |
| 5/5/2025 | EQ LLC | 27,493 | $848K | 0.4% | -4.2% | 0.081% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 13,669 | $422K | 0.0% | N/A | 0.040% | |
| 4/30/2025 | DMC Group LLC | 9,588 | $296K | 0.2% | +5.1% | 0.028% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 7,475 | $231K | 0.0% | N/A | 0.022% | |
| 4/30/2025 | China Universal Asset Management Co. Ltd. | 269,000 | $8.30M | 0.8% | -13.8% | 0.789% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 142,724 | $4.40M | 0.1% | +14.2% | 0.419% | |
| 4/29/2025 | Richard Bernstein Advisors LLC | 2,935,795 | $90.54M | 2.2% | -5.0% | 8.609% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 844,237 | $26.04M | 0.0% | +0.4% | 2.476% | |
| 4/29/2025 | Bank of New York Mellon Corp | 108,723 | $3.35M | 0.0% | -42.5% | 0.319% | |
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| 4/25/2025 | Almanack Investment Partners LLC. | 18,310 | $565K | 0.1% | -10.2% | 0.054% | |
| 4/24/2025 | Patron Partners LLC | 13,772 | $425K | 0.2% | -8.7% | 0.040% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 54,161 | $1.67M | 0.1% | -3.5% | 0.159% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 44,750 | $1.38M | 0.0% | +19.1% | 0.132% | |
| 4/22/2025 | Cherry Creek Investment Advisors Inc. | 76,094 | $2.35M | 1.2% | +2.2% | 0.224% | |
| 4/22/2025 | Brendel Financial Advisors LLC | 149,725 | $4.62M | 2.8% | +1.2% | 0.442% | |
| 4/22/2025 | Advisor Resource Council | 13,463 | $381K | 0.0% | N/A | 0.040% | |
| 4/21/2025 | Clear Point Advisors Inc. | 96,526 | $2.98M | 2.7% | +9.6% | 0.285% | |
| 4/21/2025 | Blue Trust Inc. | 9,897 | $305K | 0.0% | +137.6% | 0.029% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 6,630 | $204K | 0.0% | N/A | 0.020% | |
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