| 8/1/2025 | Envestnet Asset Management Inc. | 1,035,466 | $26.86M | 0.0% | +21.3% | 1.913% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 84,763 | $2.20M | 1.0% | +12.6% | 0.157% | |
| 7/30/2025 | Bleakley Financial Group LLC | 38,232 | $992K | 0.0% | -15.7% | 0.071% | |
| 7/30/2025 | Brookstone Capital Management | 25,366 | $658K | 0.0% | +36.0% | 0.047% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 4,056 | $105K | 0.0% | +51.3% | 0.007% | |
| 7/29/2025 | Burford Brothers Inc. | 27,731 | $719K | 0.3% | -6.0% | 0.051% | |
| 7/29/2025 | DeDora Capital Inc. | 78,163 | $2.03M | 0.5% | +16.3% | 0.144% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 23,223 | $602K | 0.0% | N/A | 0.043% | |
| 7/29/2025 | Private Trust Co. NA | 2,738 | $71K | 0.0% | +173.8% | 0.005% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 159,264 | $4.13M | 2.8% | +24.9% | 0.294% | |
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| 7/28/2025 | Mutual Advisors LLC | 30,733 | $798K | 0.0% | -4.6% | 0.057% | |
| 7/28/2025 | Harbour Investments Inc. | 43,913 | $1.14M | 0.0% | +22.1% | 0.081% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 8,051 | $209K | 0.0% | N/A | 0.015% | |
| 7/28/2025 | RFG Advisory LLC | 26,973 | $700K | 0.0% | +6.6% | 0.050% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 123,450 | $3.19M | 0.1% | -3.6% | 0.228% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 12,910 | $335K | 0.0% | N/A | 0.024% | |
| 7/25/2025 | MGO One Seven LLC | 13,950 | $362K | 0.0% | -4.1% | 0.026% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 33,023 | $856K | 0.1% | +2.1% | 0.061% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 40,202 | $1.04M | 0.1% | +62.0% | 0.074% | |
| 7/24/2025 | MSH Capital Advisors LLC | 19,134 | $496K | 0.1% | +144.1% | 0.035% | |
| 7/23/2025 | Valmark Advisers Inc. | 66,413 | $1.72M | 0.0% | +15.0% | 0.123% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 36,977 | $959K | 0.4% | +21.8% | 0.068% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 10,526 | $273K | 0.1% | N/A | 0.019% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 14,253 | $370K | 0.0% | -32.2% | 0.026% | |
| 7/18/2025 | Truist Financial Corp | 35,558 | $922K | 0.0% | -6.5% | 0.066% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 22,826 | $592K | 0.0% | +14.5% | 0.043% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 2,284 | $59K | 0.0% | +197.4% | 0.004% | |
| 7/16/2025 | Freestate Advisors LLC | 28,854 | $748K | 0.7% | +197.7% | 0.054% | |
| 7/15/2025 | Hartmann Taylor Wealth Management LLC | 11,125 | $289K | 0.2% | +11.3% | 0.021% | |
| 7/15/2025 | Norden Group LLC | 558,923 | $14.50M | 1.6% | -5.4% | 1.042% | |
| 7/15/2025 | CGN Advisors LLC | 12,985 | $337K | 0.0% | -3.7% | 0.024% | |
| 7/14/2025 | Sowell Financial Services LLC | 33,217 | $861K | 0.0% | +112.4% | 0.062% | |
| 7/11/2025 | Petredis Investment Advisors LLC | 118,482 | $3.07M | 0.3% | N/A | 0.223% | |
| 7/11/2025 | LongView Wealth Management | 26,157 | $678K | 0.2% | -52.6% | 0.049% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 640,707 | $16.58M | 0.0% | +37.2% | 1.207% | |
| 7/10/2025 | Sovran Advisors LLC | 117,239 | $3.03M | 0.3% | +122.9% | 0.221% | |
| 7/10/2025 | Financial Management Network Inc. | 147,558 | $3.82M | 0.7% | +10.2% | 0.278% | |
| 7/9/2025 | Pines Wealth Management LLC | 29,761 | $770K | 0.3% | +15.9% | 0.056% | |
| 7/8/2025 | IAM Advisory LLC | 523,928 | $13.59M | 3.3% | N/A | 1.018% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 108,945 | $2.81M | 0.1% | +418,919.2% | 0.236% | |
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| 5/19/2025 | Jane Street Group LLC | 128,815 | $3.33M | 0.0% | +58.6% | 0.278% | |
| 5/16/2025 | McIlrath & Eck LLC | 1,204,461 | $31.09M | 3.8% | -2.4% | 2.604% | |
| 5/16/2025 | Kestra Investment Management LLC | 14,314 | $369K | 0.0% | -23.2% | 0.031% | |
| 5/16/2025 | Jones Financial Companies Lllp | 210,300 | $5.52M | 0.0% | -10.5% | 0.455% | |
| 5/16/2025 | NewEdge Advisors LLC | 172,356 | $4.45M | 0.0% | +49.5% | 0.373% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 8,028 | $207K | 0.0% | N/A | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 473,615 | $12.22M | 0.0% | +5.5% | 1.099% | |
| 5/15/2025 | Titleist Asset Management LLC | 10,095 | $261K | 0.0% | -21.2% | 0.023% | |
| 5/14/2025 | Comerica Bank | 6,663 | $172K | 0.0% | +762.0% | 0.015% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 5,134 | $133K | 0.0% | -7.3% | 0.012% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 241,034 | $6.22M | 0.0% | +11.4% | 0.560% | |
| 5/14/2025 | Kestra Advisory Services LLC | 165,143 | $4.26M | 0.0% | +5.1% | 0.383% | |
| 5/14/2025 | CW Advisors LLC | 23,342 | $603K | 0.0% | N/A | 0.054% | |
| 5/14/2025 | Capital Analysts LLC | 7,674 | $198K | 0.0% | N/A | 0.018% | |
| 5/13/2025 | Raymond James Financial Inc. | 648,315 | $16.73M | 0.0% | +19.2% | 1.505% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 10,441 | $269K | 0.0% | N/A | 0.024% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 93,219 | $2.41M | 3.2% | -87.7% | 0.216% | |
| 5/13/2025 | MSH Capital Advisors LLC | 7,837 | $202K | 0.1% | N/A | 0.018% | |
| 5/12/2025 | Benjamin Edwards Inc. | 157,046 | $4.05M | 0.1% | +12.9% | 0.365% | |
| 5/12/2025 | Townsquare Capital LLC | 593,172 | $15.31M | 0.2% | N/A | 1.377% | |
| 5/12/2025 | Founders Financial Alliance LLC | 20,900 | $539K | 0.1% | N/A | 0.049% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 128,041 | $3.31M | 0.0% | -1.3% | 0.297% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,824,041 | $47.08M | 0.1% | +13.5% | 4.234% | |
| 5/9/2025 | Delta Financial Group Inc. | 11,671 | $302K | 0.1% | +4.7% | 0.027% | |
| 5/9/2025 | Beta Wealth Group Inc. | 498,556 | $12.87M | 4.6% | +65.4% | 1.157% | |
| 5/8/2025 | Harbour Investments Inc. | 35,959 | $928K | 0.0% | +25.5% | 0.083% | |
| 5/8/2025 | Entruity Wealth LLC | 228,184 | $5.89M | 5.6% | +1.8% | 0.530% | |
| 5/7/2025 | Financial Management Network Inc. | 133,891 | $3.45M | 0.7% | +6.9% | 0.311% | |
| 5/7/2025 | Norden Group LLC | 591,127 | $15.26M | 1.8% | N/A | 1.372% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 75,286 | $1.94M | 1.0% | +5.6% | 0.175% | |
| 5/7/2025 | LPL Financial LLC | 2,823,430 | $72.87M | 0.0% | +30.8% | 6.554% | |
| 5/7/2025 | Inspire Advisors LLC | 96,528 | $2.49M | 0.3% | +15.9% | 0.224% | |
| 5/6/2025 | Cetera Investment Advisers | 1,517,599 | $39.17M | 0.1% | +15.0% | 3.523% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 44,672 | $1.15M | 0.0% | +13.4% | 0.104% | |
| 5/6/2025 | DeDora Capital Inc. | 67,216 | $1.74M | 0.5% | +10.8% | 0.156% | |
| 5/5/2025 | Souders Financial Advisors | 365,103 | $9.42M | 1.3% | +16.5% | 0.848% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 242,969 | $6.27M | 3.2% | +0.8% | 0.564% | |
| 5/5/2025 | WNY Asset Management LLC | 901,933 | $23.28M | 2.8% | +4.1% | 2.094% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 304,897 | $7.87M | 0.1% | +37.6% | 0.708% | |
| 5/5/2025 | Private Advisor Group LLC | 339,276 | $8.76M | 0.1% | +62.8% | 0.788% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 2,680 | $69K | 0.0% | +30.5% | 0.006% | |
| 5/1/2025 | Bleakley Financial Group LLC | 45,352 | $1.17M | 0.0% | -6.7% | 0.105% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 9,894 | $255K | 0.1% | +16.3% | 0.023% | |
| 4/30/2025 | Burford Brothers Inc. | 29,507 | $762K | 0.4% | -6.3% | 0.068% | |
| 4/30/2025 | Allworth Financial LP | 9,923 | $257K | 0.0% | -37.9% | 0.023% | |
| 4/30/2025 | Aurdan Capital Management LLC | 17,948 | $463K | 0.2% | +12.7% | 0.042% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 12,112 | $313K | 0.0% | N/A | 0.028% | |
| 4/30/2025 | J Hagan Capital Inc. | 176,837 | $4.53M | 4.1% | N/A | 0.410% | |
| 4/30/2025 | Synergy Investment Management LLC | 2,900 | $75K | 0.0% | N/A | 0.007% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,970 | $283K | 0.0% | -4.4% | 0.025% | |
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| 4/29/2025 | Wood Tarver Financial Group LLC | 107,119 | $2.77M | 0.9% | +53.7% | 0.249% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 853,312 | $22.02M | 0.0% | +52.8% | 1.981% | |
| 4/29/2025 | World Investment Advisors | 7,964 | $206K | 0.0% | N/A | 0.018% | |
| 4/28/2025 | Mutual Advisors LLC | 32,219 | $834K | 0.0% | -6.7% | 0.075% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 173,060 | $4.47M | 2.4% | +0.7% | 0.402% | |
| 4/28/2025 | DAVENPORT & Co LLC | 23,745 | $613K | 0.0% | -3.4% | 0.055% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 21,027 | $542K | 0.0% | -47.6% | 0.049% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 24,822 | $641K | 0.1% | +3.1% | 0.058% | |
| 4/25/2025 | Sovran Advisors LLC | 52,604 | $1.36M | 0.2% | N/A | 0.122% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 37,850 | $975K | 0.1% | N/A | 0.088% | |
