| 8/8/2025 | Rockefeller Capital Management L.P. | 41,029 | $1.35M | 0.0% | +59.0% | 0.156% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 96,739 | $3.19M | 0.1% | +130.1% | 0.367% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 14,448 | $475K | 0.0% | N/A | 0.055% | |
| 8/8/2025 | Cetera Investment Advisers | 943,609 | $31.06M | 0.1% | +60.0% | 3.585% | |
| 8/8/2025 | Sittner & Nelson LLC | 10,759 | $354K | 0.1% | +59.2% | 0.041% | |
| 8/5/2025 | Bank of Montreal Can | 274,858 | $9.05M | 0.0% | +12.6% | 1.044% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 6,513 | $214K | 0.0% | N/A | 0.025% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 430,559 | $14.17M | 0.0% | +46.8% | 1.636% | |
| 7/30/2025 | Freedom Investment Management Inc. | 6,752 | $222K | 0.0% | N/A | 0.026% | |
| 7/30/2025 | D.A. Davidson & CO. | 206,883 | $6.81M | 0.0% | +1,554.7% | 0.786% | |
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| 7/30/2025 | Divergent Planning LLC | 97,550 | $3.21M | 0.6% | N/A | 0.371% | |
| 7/30/2025 | Financial Perspectives Inc | 4,245 | $140K | 0.0% | +280.4% | 0.016% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 325,298 | $10.71M | 3.5% | +26.2% | 1.236% | |
| 7/28/2025 | WJ Wealth Management LLC | 345,626 | $11.38M | 3.6% | +140.3% | 1.313% | |
| 7/28/2025 | Mutual Advisors LLC | 15,850 | $524K | 0.0% | +5.0% | 0.060% | |
| 7/28/2025 | Harbour Investments Inc. | 12,442 | $410K | 0.0% | +5.5% | 0.047% | |
| 7/28/2025 | RFG Advisory LLC | 14,707 | $484K | 0.0% | N/A | 0.056% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 12,388 | $408K | 0.0% | N/A | 0.047% | |
| 7/25/2025 | Bill Few Associates Inc. | 64,792 | $2.13M | 0.6% | N/A | 0.246% | |
| 7/25/2025 | CWM LLC | 771 | $25K | 0.0% | +766.3% | 0.003% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 16,675 | $553K | 0.3% | +8.1% | 0.063% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 280,852 | $9.25M | 0.9% | N/A | 1.067% | |
| 7/24/2025 | IFP Advisors Inc | 8,500 | $280K | 0.0% | N/A | 0.032% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 7,154 | $236K | 0.0% | N/A | 0.027% | |
| 7/23/2025 | Venturi Wealth Management LLC | 1,320,878 | $43.48M | 2.1% | +4.9% | 5.018% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 44,958 | $1.48M | 0.6% | +11.1% | 0.171% | |
| 7/23/2025 | Seamount Financial Group Inc. | 14,592 | $480K | 0.2% | +94.6% | 0.055% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 114,795 | $3.78M | 0.2% | +8.8% | 0.436% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 15,885 | $523K | 0.0% | -11.0% | 0.060% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 11,750 | $387K | 0.1% | N/A | 0.045% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 27,226 | $896K | 0.3% | -41.9% | 0.103% | |
| 7/21/2025 | Mendota Financial Group LLC | 185,898 | $6.12M | 5.8% | +1.3% | 0.706% | |
| 7/18/2025 | QTR Family Wealth LLC | 7,107 | $234K | 0.1% | N/A | 0.027% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 947,768 | $31.20M | 4.3% | +9.2% | 3.731% | |
| 7/17/2025 | KWB Wealth | 120,537 | $3.97M | 0.5% | +42.9% | 0.474% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 6,866 | $226K | 0.1% | -4.4% | 0.027% | |
| 7/17/2025 | LVW Advisors LLC | 659,164 | $21.70M | 2.4% | +17.6% | 2.595% | |
| 7/14/2025 | AdvisorNet Financial Inc | 16,636 | $548K | 0.0% | +47.2% | 0.065% | |
| 7/14/2025 | Sweeney & Michel LLC | 182,312 | $5.95M | 2.1% | +3.8% | 0.718% | |
| 7/11/2025 | Lincoln Capital LLC | 12,127 | $399K | 0.1% | +4.3% | 0.049% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 196,493 | $6.44M | 0.0% | -0.8% | 0.797% | |
| 7/10/2025 | American Financial Advisors LLC | 35,589 | $1.17M | 0.2% | N/A | 0.144% | |
| 7/9/2025 | StrongBox Wealth LLC | 97,550 | $3.21M | 1.2% | +27.3% | 0.396% | |
| 7/8/2025 | Dover Advisors LLC | 19,343 | $637K | 0.3% | N/A | 0.083% | |
| 5/27/2025 | Jacobi Capital Management LLC | 16,197 | $475K | 0.0% | N/A | 0.081% | |
| 5/19/2025 | Jane Street Group LLC | 156,943 | $4.60M | 0.0% | -30.3% | 0.878% | |
| 5/16/2025 | Jones Financial Companies Lllp | 29,699 | $792K | 0.0% | -27.4% | 0.166% | |
| 5/15/2025 | Royal Bank of Canada | 345,639 | $10.13M | 0.0% | +40.6% | 1.933% | |
| 5/15/2025 | Baird Financial Group Inc. | 32,128 | $942K | 0.0% | N/A | 0.180% | |
| 5/15/2025 | OLD Mission Capital LLC | 22,601 | $663K | 0.0% | -79.3% | 0.126% | |
| 5/14/2025 | Comerica Bank | 3,048 | $89K | 0.0% | -20.5% | 0.017% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 4,390 | $128K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Kestra Advisory Services LLC | 140,289 | $4.11M | 0.0% | +3.5% | 0.785% | |
| 5/14/2025 | Capital Analysts LLC | 76,148 | $2.23M | 0.1% | +4.6% | 0.426% | |
| 5/14/2025 | Lincoln Capital LLC | 11,624 | $344K | 0.1% | +13.3% | 0.065% | |
| 5/13/2025 | Raymond James Financial Inc. | 438,549 | $12.86M | 0.0% | +215.4% | 2.453% | |
| 5/13/2025 | Tyler Stone Wealth Management | 29,966 | $879K | 0.2% | +276.9% | 0.168% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 32,351 | $949K | 0.1% | +43.1% | 0.181% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 257,717 | $7.56M | 2.7% | +37.7% | 1.441% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 117,696 | $3.45M | 0.1% | -3.1% | 0.658% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 15,421 | $452K | 0.2% | +15.1% | 0.086% | |
| 5/8/2025 | Harbour Investments Inc. | 11,793 | $346K | 0.0% | -49.2% | 0.066% | |
| 5/7/2025 | LPL Financial LLC | 539,858 | $15.83M | 0.0% | +168.7% | 3.019% | |
| 5/7/2025 | First Heartland Consultants Inc. | 39,401 | $1.16M | 0.1% | -12.5% | 0.220% | |
| 5/6/2025 | Cetera Investment Advisers | 589,834 | $17.29M | 0.0% | +35.5% | 3.299% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 10,577 | $310K | 0.0% | +6.7% | 0.059% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 7,185 | $211K | 0.1% | N/A | 0.040% | |
| 5/6/2025 | Venturi Wealth Management LLC | 1,259,232 | $36.92M | 1.9% | -16.7% | 7.043% | |
| 5/5/2025 | Private Advisor Group LLC | 233,241 | $6.84M | 0.0% | +23.0% | 1.304% | |
| 5/2/2025 | Acas LLC | 11,501 | $353K | 0.3% | -28.9% | 0.064% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 42,042 | $1.23M | 0.0% | +70.1% | 0.235% | |
| 4/30/2025 | Seamount Financial Group Inc. | 7,500 | $220K | 0.1% | -25.7% | 0.050% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 293,222 | $8.60M | 0.0% | +1.5% | 1.950% | |
| 4/28/2025 | D.A. Davidson & CO. | 12,503 | $367K | 0.0% | N/A | 0.083% | |
| 4/28/2025 | Mutual Advisors LLC | 15,096 | $458K | 0.0% | N/A | 0.100% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,844 | $522K | 0.0% | -13.6% | 0.119% | |
| 4/25/2025 | WJ Wealth Management LLC | 143,851 | $4.22M | 1.5% | N/A | 0.956% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 105,531 | $3.14M | 0.2% | +1.6% | 0.702% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 46,849 | $1.37M | 0.6% | N/A | 0.311% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 868,213 | $25.46M | 3.8% | +29.3% | 5.773% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 216,978 | $6.36M | 0.0% | +203.9% | 1.443% | |
| 4/22/2025 | Mendota Financial Group LLC | 183,560 | $5.38M | 5.8% | -22.5% | 1.220% | |
| 4/21/2025 | CLG LLC | 7,616 | $223K | 0.1% | -8.1% | 0.051% | |
| 4/18/2025 | Financial Perspectives Inc | 1,116 | $33K | 0.0% | N/A | 0.007% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 38,833 | $1.14M | 0.0% | +8.8% | 0.258% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 198,092 | $5.81M | 0.0% | -1.5% | 1.317% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 983 | $29K | 0.0% | N/A | 0.007% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 40,464 | $1.19M | 0.6% | +69.5% | 0.269% | |
| 4/10/2025 | KWB Wealth | 84,345 | $2.32M | 0.3% | +260.4% | 0.561% | |
| 4/9/2025 | LVW Advisors LLC | 560,680 | $16.44M | 2.0% | +23.5% | 3.728% | |
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| 4/9/2025 | Sweeney & Michel LLC | 175,604 | $5.15M | 2.1% | N/A | 1.168% | |
| 4/8/2025 | Rothschild Investment LLC | 1,750 | $51K | 0.0% | N/A | 0.013% | |
| 4/7/2025 | AdvisorNet Financial Inc | 11,304 | $331K | 0.0% | +54.9% | 0.085% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 201,202 | $5.54M | 0.0% | N/A | 1.617% | |
| 3/12/2025 | Centaurus Financial Inc. | 12,422 | $342K | 0.0% | N/A | 0.100% | |
| 2/18/2025 | GTS Securities LLC | 35,565 | $978K | 0.0% | +85.2% | 0.808% | |
| 2/18/2025 | First Heartland Consultants Inc. | 45,006 | $1.24M | 0.1% | N/A | 1.023% | |
| 2/17/2025 | Cetera Investment Advisers | 435,414 | $11.98M | 0.0% | +11.6% | 9.896% | |
| 2/17/2025 | Captrust Financial Advisors | 46,485 | $1.28M | 0.0% | +22.1% | 1.056% | |
| 2/17/2025 | Aspire Growth Partners LLC | 14,208 | $391K | 0.4% | N/A | 0.323% | |
