| 8/5/2025 | Bank of Montreal Can | 665 | $64K | 0.0% | -37.0% | 0.005% | |
| 8/4/2025 | Linscomb Wealth Inc. | 345,217 | $33.13M | 1.5% | -2.0% | 2.697% | |
| 8/4/2025 | IFG Advisory LLC | 4,792 | $460K | 0.0% | -7.7% | 0.037% | |
| 8/4/2025 | Virtus Family Office LLC | 8,784 | $843K | 1.1% | -40.6% | 0.069% | |
| 8/4/2025 | World Investment Advisors | 15,823 | $1.52M | 0.0% | -1.2% | 0.124% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 4,701 | $451K | 0.0% | +9.3% | 0.037% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 103,549 | $9.94M | 0.0% | +25.8% | 0.809% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,014 | $481K | 0.0% | +58.5% | 0.039% | |
| 7/30/2025 | D.A. Davidson & CO. | 14,828 | $1.42M | 0.0% | +25.3% | 0.116% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 4,674 | $449K | 0.3% | -60.7% | 0.037% | |
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| 7/29/2025 | MB Levis & Associates LLC | 159,831 | $15.34M | 6.7% | +0.3% | 1.249% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 6,684 | $642K | 0.3% | -61.5% | 0.052% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 4,293 | $412K | 0.0% | -12.3% | 0.034% | |
| 7/29/2025 | TFC Financial Management Inc. | 4,780 | $459K | 0.1% | +3.2% | 0.037% | |
| 7/28/2025 | Mutual Advisors LLC | 34,509 | $3.41M | 0.1% | -0.8% | 0.270% | |
| 7/28/2025 | RFG Advisory LLC | 2,287 | $220K | 0.0% | N/A | 0.018% | |
| 7/25/2025 | Community Bank N.A. | 14,340 | $1.38M | 0.2% | -0.9% | 0.112% | |
| 7/25/2025 | NorthRock Partners LLC | 539 | $52K | 0.0% | +157.9% | 0.004% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 2,211 | $212K | 0.0% | N/A | 0.017% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 12,465 | $1.20M | 0.0% | +7.7% | 0.097% | |
| 7/25/2025 | CWM LLC | 844,212 | $81.03M | 0.3% | -1.2% | 6.595% | |
| 7/25/2025 | Apollon Wealth Management LLC | 2,494 | $239K | 0.0% | -7.4% | 0.019% | |
| 7/24/2025 | Blue Trust Inc. | 3,009 | $289K | 0.0% | +361.5% | 0.024% | |
| 7/24/2025 | Blair William & Co. IL | 22,145 | $2.13M | 0.0% | +9.5% | 0.173% | |
| 7/24/2025 | MSH Capital Advisors LLC | 4,383 | $421K | 0.1% | +31.7% | 0.034% | |
| 7/23/2025 | 1 North Wealth Services LLC | 95,355 | $9.15M | 3.6% | N/A | 0.745% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 2,993 | $287K | 0.1% | N/A | 0.023% | |
| 7/22/2025 | Gemmer Asset Management LLC | 2,201 | $211K | 0.0% | -23.4% | 0.017% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 60,052 | $5.76M | 1.4% | -3.5% | 0.469% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 707 | $68K | 0.0% | N/A | 0.006% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,284 | $1.08M | 0.0% | +5.7% | 0.088% | |
| 7/18/2025 | PBMares Wealth Management LLC | 34,902 | $3.35M | 0.6% | +1.5% | 0.273% | |
| 7/18/2025 | Cooper Financial Group | 3,082 | $296K | 0.0% | -17.1% | 0.024% | |
| 7/18/2025 | Truist Financial Corp | 18,981 | $1.82M | 0.0% | -8.3% | 0.148% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 20,495 | $1.97M | 0.0% | -29.0% | 0.160% | |
| 7/17/2025 | Fifth Third Securities Inc. | 2,087 | $200K | 0.0% | N/A | 0.016% | |
| 7/15/2025 | Evanson Asset Management LLC | 79,833 | $7.66M | 0.5% | -1.4% | 0.624% | |
| 7/15/2025 | Axis Wealth Partners LLC | 13,808 | $1.23M | 0.8% | -5.2% | 0.108% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,258 | $601K | 0.0% | +27.0% | 0.049% | |
| 7/10/2025 | Western Pacific Wealth Management LP | 972 | $93K | 0.1% | -28.4% | 0.008% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,326 | $1.01M | 0.0% | -17.6% | 0.081% | |
| 7/2/2025 | LVM Capital Management Ltd. MI | 33,667 | $3.23M | 0.3% | -15.3% | 0.264% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 4,422 | $438K | 0.0% | -58.8% | 0.035% | |
| 5/20/2025 | Focus Partners Wealth | 130,178 | $12.91M | 0.0% | -21.5% | 1.017% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 4,422 | $438K | 0.0% | -58.8% | 0.035% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,118 | $1.40M | 0.0% | +254.3% | 0.110% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,707 | $1.06M | 0.0% | -51.5% | 0.084% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,320 | $329K | 0.0% | -26.1% | 0.026% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 3,164 | $314K | 0.0% | +9.0% | 0.025% | |
| 5/15/2025 | Royal Bank of Canada | 49,462 | $4.91M | 0.0% | +1.7% | 0.386% | |
| 5/14/2025 | Ieq Capital LLC | 2,417 | $240K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Comerica Bank | 17,044 | $1.69M | 0.0% | +3.4% | 0.133% | |
| 5/14/2025 | Cadence Bank | 14,773 | $1.47M | 0.1% | -16.2% | 0.115% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,083 | $802K | 0.0% | +14.9% | 0.063% | |
| 5/14/2025 | Kestra Advisory Services LLC | 17,028 | $1.69M | 0.0% | +22.8% | 0.133% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 14,745 | $1.46M | 0.9% | +4.9% | 0.115% | |
| 5/14/2025 | JT Stratford LLC | 20,171 | $2M | 0.4% | +75.0% | 0.158% | |
| 5/13/2025 | Raymond James Financial Inc. | 94,155 | $9.34M | 0.0% | -16.7% | 0.736% | |
| 5/13/2025 | NFP Retirement Inc. | 46,975 | $4.66M | 0.4% | +1.2% | 0.367% | |
| 5/13/2025 | HighTower Advisors LLC | 22,885 | $2.27M | 0.0% | +4.4% | 0.179% | |
| 5/12/2025 | Linscomb Wealth Inc. | 352,105 | $34.92M | 1.7% | -2.1% | 2.751% | |
| 5/12/2025 | Cooper Financial Group | 3,717 | $369K | 0.0% | -48.9% | 0.029% | |
| 5/9/2025 | Blair William & Co. IL | 20,220 | $2.01M | 0.0% | +2.2% | 0.158% | |
| 5/8/2025 | Mullooly Asset Management Inc. | 3,197 | $317K | 0.0% | N/A | 0.025% | |
| 5/8/2025 | Commerce Bank | 25,445 | $2.52M | 0.0% | -4.3% | 0.199% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,676 | $1.06M | 0.0% | +104.3% | 0.083% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 432 | $43K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | MB Levis & Associates LLC | 159,396 | $15.81M | 7.3% | +0.5% | 1.245% | |
| 5/7/2025 | Passive Capital Management LLC. | 5,762 | $571K | 0.2% | -4.9% | 0.045% | |
| 5/7/2025 | LPL Financial LLC | 437,671 | $43.40M | 0.0% | +12.7% | 3.419% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 17,356 | $1.72M | 0.8% | +1.8% | 0.136% | |
| 5/6/2025 | Cetera Investment Advisers | 373,316 | $37.02M | 0.1% | +6.4% | 2.917% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 3,906 | $387K | 0.1% | N/A | 0.031% | |
| 5/6/2025 | Nelson Capital Management LLC | 4,945 | $490K | 0.1% | -6.3% | 0.039% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 9,843 | $976K | 0.0% | +22.7% | 0.077% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 2,408 | $239K | 0.0% | N/A | 0.019% | |
| 5/5/2025 | Private Advisor Group LLC | 39,062 | $3.87M | 0.0% | -3.5% | 0.305% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 9,698 | $962K | 0.0% | +1.2% | 0.076% | |
| 5/2/2025 | Apollon Wealth Management LLC | 2,692 | $267K | 0.0% | -5.2% | 0.021% | |
| 5/1/2025 | CWM LLC | 854,291 | $84.71M | 0.3% | -2.8% | 6.674% | |
| 5/1/2025 | TruNorth Capital Management LLC | 800 | $79K | 0.0% | -25.4% | 0.006% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 82,282 | $8.16M | 0.0% | -32.9% | 0.643% | |
| 4/29/2025 | Interactive Financial Advisors Inc. | 5,947 | $590K | 0.3% | -2.4% | 0.046% | |
| 4/29/2025 | Bank of New York Mellon Corp | 10,990 | $1.09M | 0.0% | +205.4% | 0.086% | |
| 4/29/2025 | World Investment Advisors | 16,023 | $1.59M | 0.0% | -1.7% | 0.125% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 23,980 | $2.38M | 0.1% | -1.1% | 0.187% | |
| 4/28/2025 | D.A. Davidson & CO. | 11,831 | $1.17M | 0.0% | +5.2% | 0.092% | |
| 4/28/2025 | Mutual Advisors LLC | 34,803 | $3.22M | 0.1% | -1.4% | 0.272% | |
| 4/28/2025 | Axis Wealth Partners LLC | 14,573 | $1.32M | 1.0% | -5.3% | 0.114% | |
| 4/28/2025 | Revisor Wealth Management LLC | 2,495 | $247K | 0.1% | N/A | 0.019% | |
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| 4/25/2025 | Saxon Interests Inc. | 10,922 | $1.08M | 0.5% | N/A | 0.085% | |
| 4/25/2025 | Citizens National Bank Trust Department | 939 | $93K | 0.0% | N/A | 0.007% | |
| 4/24/2025 | TFC Financial Management Inc. | 4,630 | $459K | 0.1% | N/A | 0.037% | |
| 4/23/2025 | Western Wealth Management LLC | 3,990 | $396K | 0.0% | +6.9% | 0.032% | |
| 4/23/2025 | Win Advisors Inc. | 102,291 | $10.14M | 5.2% | N/A | 0.809% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 11,593 | $1.15M | 0.2% | -6.8% | 0.092% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 4,301 | $426K | 0.0% | +6.6% | 0.034% | |
| 4/22/2025 | Friday Financial | 2,754 | $271K | 0.2% | +10.4% | 0.022% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,775 | $4.74M | 0.0% | +64.9% | 0.378% | |
| 4/22/2025 | Evanson Asset Management LLC | 80,984 | $8.03M | 0.6% | -0.4% | 0.640% | |
