| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 2,557 | $210K | 0.1% | -16.0% | 0.004% | |
| 7/18/2025 | Trilogy Capital Inc. | 1,157,031 | $95.04M | 4.6% | -1.7% | 1.883% | |
| 7/18/2025 | Truist Financial Corp | 68,159 | $5.60M | 0.0% | +3.6% | 0.111% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 17,022 | $1.40M | 0.4% | +108.1% | 0.028% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 44,545 | $3.66M | 0.0% | -15.2% | 0.073% | |
| 7/17/2025 | Fifth Third Securities Inc. | 5,302 | $436K | 0.0% | N/A | 0.009% | |
| 7/16/2025 | Independent Wealth Network Inc. | 7,141 | $587K | 0.2% | N/A | 0.012% | |
| 7/16/2025 | Perigon Wealth Management LLC | 6,388 | $525K | 0.0% | -2.0% | 0.010% | |
| 7/15/2025 | Cora Capital Advisors LLC | 4,964 | $408K | 0.2% | -53.6% | 0.008% | |
| 7/15/2025 | Mather Group LLC. | 32,075 | $2.64M | 0.0% | -0.6% | 0.052% | |
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| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 5,109 | $420K | 0.2% | -15.1% | 0.008% | |
| 7/15/2025 | MCF Advisors LLC | 5,453 | $448K | 0.0% | +81.8% | 0.009% | |
| 7/14/2025 | Lee Kelleher Wealth Management | 328,329 | $26.97M | 17.9% | +3.1% | 0.535% | |
| 7/11/2025 | CX Institutional | 105,127 | $8.64M | 0.3% | +2.4% | 0.171% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 8,589 | $706K | 0.2% | -5.4% | 0.014% | |
| 7/10/2025 | Ryan Investment Management Inc. | 814 | $67K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 74,593 | $6.13M | 0.8% | +530.1% | 0.122% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 133,991 | $11.18M | 0.0% | -2.1% | 0.219% | |
| 7/10/2025 | Moller Wealth Partners | 92,805 | $7.62M | 1.7% | -0.6% | 0.152% | |
| 7/10/2025 | Wedmont Private Capital | 19,616 | $1.63M | 0.1% | -2.2% | 0.032% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 1,960 | $161K | 0.1% | +122.7% | 0.003% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 18,664 | $1.53M | 0.1% | +12.1% | 0.030% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 68,877 | $5.66M | 0.7% | -0.5% | 0.113% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 7,475 | $614K | 0.6% | -2.6% | 0.012% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 15,910 | $1.33M | 0.5% | +11.4% | 0.026% | |
| 7/8/2025 | Parallel Advisors LLC | 15,378 | $1.26M | 0.0% | -1.1% | 0.025% | |
| 7/7/2025 | Wesbanco Bank Inc. | 5,085 | $418K | 0.0% | N/A | 0.008% | |
| 7/7/2025 | Nova Wealth Management Inc. | 2,610 | $214K | 0.2% | +603.5% | 0.004% | |
| 6/11/2025 | Kondo Wealth Advisors Inc. | 26,012 | $2.07M | 1.0% | -2.2% | 0.043% | |
| 6/2/2025 | Modern Wealth Management LLC | 5,214 | $414K | 0.0% | -27.8% | 0.009% | |
| 5/29/2025 | Nova Wealth Management Inc. | 371 | $29K | 0.0% | N/A | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 12,724 | $1.01M | 0.0% | -97.9% | 0.021% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 29,861 | $2.37M | 0.4% | +1.5% | 0.049% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 25,422 | $2.02M | 0.1% | +4.6% | 0.042% | |
| 5/20/2025 | Focus Partners Wealth | 2,370,981 | $188.19M | 0.5% | +0.9% | 3.909% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 316,107 | $25.09M | 0.0% | +3.8% | 0.518% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,594 | $523K | 0.0% | +138.1% | 0.011% | |
| 5/16/2025 | Rockport Wealth LLC | 34,057 | $2.70M | 1.0% | -1.9% | 0.056% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,996 | $873K | 0.0% | +5.0% | 0.018% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,142 | $726K | 0.0% | -3.9% | 0.015% | |
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| 5/16/2025 | AQR Capital Management LLC | 7,867 | $624K | 0.0% | -15.4% | 0.013% | |
| 5/15/2025 | EP Wealth Advisors LLC | 51,155 | $4.06M | 0.0% | -1.7% | 0.084% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 6,914 | $549K | 0.0% | +40.5% | 0.011% | |
| 5/15/2025 | Royal Bank of Canada | 564,718 | $44.82M | 0.0% | -0.1% | 0.931% | |
| 5/15/2025 | MAI Capital Management | 245,136 | $19.46M | 0.1% | -6.9% | 0.404% | |
| 5/15/2025 | Baird Financial Group Inc. | 319,451 | $25.36M | 0.0% | -2.7% | 0.527% | |
| 5/14/2025 | Comerica Bank | 58,792 | $4.67M | 0.0% | -1.5% | 0.097% | |
| 5/14/2025 | Synovus Financial Corp | 7,381 | $586K | 0.0% | -7.4% | 0.012% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 158,893 | $12.61M | 0.0% | +3.2% | 0.262% | |
| 5/14/2025 | Kestra Advisory Services LLC | 164,006 | $13.02M | 0.1% | +2.8% | 0.270% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,429,688 | $113.31M | 0.0% | -19.4% | 2.357% | |
| 5/14/2025 | CW Advisors LLC | 57,290 | $4.55M | 0.1% | -6.2% | 0.094% | |
| 5/14/2025 | GM Advisory Group LLC | 5,950 | $472K | 0.0% | +2.4% | 0.010% | |
| 5/14/2025 | Vertex Planning Partners LLC | 2,530 | $201K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | Cascade Financial Partners LLC | 17,069 | $1.36M | 0.2% | -2.9% | 0.028% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 191,871 | $15.23M | 0.1% | -1.3% | 0.316% | |
| 5/13/2025 | Raymond James Financial Inc. | 559,604 | $44.42M | 0.0% | -3.5% | 0.923% | |
| 5/13/2025 | Cresset Asset Management LLC | 45,664 | $3.62M | 0.0% | +0.3% | 0.075% | |
| 5/13/2025 | HighTower Advisors LLC | 157,284 | $12.48M | 0.0% | -2.4% | 0.259% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 6,290 | $499K | 0.0% | -18.2% | 0.010% | |
| 5/12/2025 | Linscomb Wealth Inc. | 47,204 | $3.75M | 0.2% | -2.3% | 0.078% | |
| 5/12/2025 | First American Trust FSB | 124,372 | $9.87M | 0.9% | +6.1% | 0.205% | |
| 5/12/2025 | Berger Financial Group Inc | 34,521 | $2.74M | 0.2% | -0.8% | 0.057% | |
| 5/12/2025 | Avant Capital LLC | 32,049 | $2.54M | 2.1% | +6.6% | 0.053% | |
| 5/12/2025 | Founders Financial Alliance LLC | 22,059 | $1.75M | 0.4% | +10.1% | 0.037% | |
| 5/12/2025 | Bristlecone Advisors LLC | 219,464 | $17.42M | 1.4% | -4.5% | 0.365% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 30,534 | $2.42M | 1.0% | N/A | 0.051% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 25,513 | $1.98M | 0.1% | -11.3% | 0.042% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 3,592 | $285K | 0.0% | -6.2% | 0.006% | |
| 5/9/2025 | Wealthspire Advisors LLC | 40,695 | $3.23M | 0.0% | +40.2% | 0.068% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 32,855 | $2.61M | 0.0% | -31.0% | 0.055% | |
| 5/9/2025 | Costello Asset Management INC | 911 | $72K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 3,490 | $277K | 0.0% | +12.8% | 0.006% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 863,812 | $68.56M | 0.1% | +10.4% | 1.436% | |
| 5/9/2025 | Novus Advisors LLC | 4,810 | $382K | 0.4% | N/A | 0.008% | |
| 5/9/2025 | Cheviot Value Management LLC | 974 | $76K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,892,481 | $308.95M | 0.2% | -0.4% | 6.471% | |
| 5/8/2025 | IFG Advisory LLC | 48,062 | $3.82M | 0.2% | -0.7% | 0.080% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 108,358 | $8.60M | 2.8% | +1.6% | 0.180% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 54,897 | $4.36M | 0.4% | -0.3% | 0.091% | |
| 5/8/2025 | MONECO Advisors LLC | 9,601 | $762K | 0.1% | +4.5% | 0.016% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,633 | $209K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Harbour Investments Inc. | 4,082 | $324K | 0.0% | +38.7% | 0.007% | |
| 5/8/2025 | Lee Kelleher Wealth Management | 318,315 | $25.27M | 18.6% | +3.4% | 0.529% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 7,973 | $633K | 0.3% | -6.7% | 0.013% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 23,622 | $1.88M | 0.0% | +100.0% | 0.039% | |
| 5/8/2025 | FSA Advisors Inc. | 7,934 | $630K | 0.5% | -30.4% | 0.013% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 56,099 | $4.45M | 0.1% | +130.8% | 0.093% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 55,579 | $4.41M | 0.9% | +4.9% | 0.092% | |
| 5/7/2025 | LPL Financial LLC | 3,459,506 | $274.58M | 0.1% | +16.7% | 5.751% | |
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| 5/7/2025 | HB Wealth Management LLC | 17,352 | $1.38M | 0.0% | -4.0% | 0.029% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 134,297 | $10.66M | 1.5% | N/A | 0.223% | |
| 5/7/2025 | Trilogy Capital Inc. | 1,177,539 | $93.46M | 4.9% | N/A | 1.958% | |
| 5/6/2025 | Assetmark Inc. | 46,382 | $3.68M | 0.0% | -0.4% | 0.077% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 10,002 | $794K | 0.4% | -1.9% | 0.017% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 2,724 | $216K | 0.1% | -9.3% | 0.005% | |
| 5/6/2025 | Cetera Investment Advisers | 643,025 | $51.04M | 0.1% | -11.2% | 1.069% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 31,718 | $2.52M | 0.0% | +6.3% | 0.053% | |
| 5/6/2025 | Brookwood Investment Group LLC | 2,998 | $238K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Kovack Advisors Inc. | 3,375 | $268K | 0.0% | -43.6% | 0.006% | |
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