| 8/1/2025 | Corrado Advisors LLC | 13,472 | $1.46M | 0.9% | +6.9% | 0.079% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 199,163 | $21.51M | 0.0% | +4.2% | 1.165% | |
| 7/31/2025 | Wealthfront Advisers LLC | 2,179 | $235K | 0.0% | -5.1% | 0.013% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 37,878 | $4.09M | 3.6% | -1.3% | 0.222% | |
| 7/31/2025 | Money Design Co. Ltd. | 24,784 | $2.68M | 0.1% | -9.2% | 0.145% | |
| 7/30/2025 | Strategic Blueprint LLC | 28,446 | $3.07M | 0.2% | +9.8% | 0.166% | |
| 7/30/2025 | D.A. Davidson & CO. | 15,659 | $1.69M | 0.0% | -2.9% | 0.092% | |
| 7/30/2025 | Whittier Trust Co. | 1,087 | $117K | 0.0% | -13.2% | 0.006% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 49,204 | $5.40M | 0.2% | -0.3% | 0.288% | |
| 7/29/2025 | International Assets Investment Management LLC | 10,986 | $1.19M | 0.1% | +12.2% | 0.064% | |
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| 7/29/2025 | Signature Estate & Investment Advisors LLC | 9,920 | $1.07M | 0.0% | -3.9% | 0.058% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,470 | $915K | 0.0% | -9.9% | 0.050% | |
| 7/28/2025 | Harbour Investments Inc. | 9,644 | $1.04M | 0.0% | -5.9% | 0.056% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 8,403 | $907K | 0.0% | +22.1% | 0.049% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 12,764 | $1.38M | 0.0% | -2.1% | 0.075% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,462 | $806K | 0.0% | -1.7% | 0.044% | |
| 7/25/2025 | CWM LLC | 6,855 | $740K | 0.0% | -2.8% | 0.040% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 3,488 | $377K | 0.0% | +14.2% | 0.020% | |
| 7/25/2025 | Natural Investments LLC | 3,324 | $358K | 0.1% | +5.2% | 0.019% | |
| 7/24/2025 | WMG Financial Advisors LLC | 14,494 | $1.57M | 0.6% | -4.3% | 0.085% | |
| 7/24/2025 | IFP Advisors Inc | 702 | $76K | 0.0% | -31.6% | 0.004% | |
| 7/24/2025 | US Bancorp DE | 63,382 | $6.84M | 0.0% | -21.5% | 0.372% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 11,656 | $1.26M | 1.0% | -13.4% | 0.068% | |
| 7/23/2025 | Eagle Strategies LLC | 15,775 | $1.70M | 0.3% | -17.5% | 0.093% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 9,870 | $1.07M | 0.1% | +2.0% | 0.058% | |
| 7/23/2025 | Ignite Planners LLC | 3,469 | $377K | 0.1% | +2.8% | 0.020% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 15,441 | $1.67M | 0.0% | -3.6% | 0.091% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 3,070 | $331K | 0.0% | -37.8% | 0.018% | |
| 7/22/2025 | DAVENPORT & Co LLC | 11,796 | $1.27M | 0.0% | +33.4% | 0.069% | |
| 7/22/2025 | Global Assets Advisory LLC | 2,400 | $264K | 0.1% | -66.7% | 0.014% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 11,454 | $1.24M | 0.3% | -6.9% | 0.067% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 47,072 | $5.08M | 0.1% | +11.0% | 0.276% | |
| 7/22/2025 | Accel Wealth Management | 2,196 | $237K | 0.1% | -5.0% | 0.013% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 119,704 | $12.93M | 0.7% | +1.5% | 0.702% | |
| 7/21/2025 | Synergy Asset Management LLC | 1,901 | $205K | 0.0% | N/A | 0.011% | |
| 7/18/2025 | PFG Investments LLC | 5,701 | $616K | 0.0% | +4.3% | 0.033% | |
| 7/18/2025 | Truist Financial Corp | 104,676 | $11.30M | 0.0% | -1.9% | 0.614% | |
| 7/17/2025 | Mainsail Financial Group LLC | 48,050 | $5.17M | 2.4% | +2.4% | 0.279% | |
| 7/17/2025 | White Pine Investment CO | 47,790 | $5.16M | 1.3% | -1.7% | 0.278% | |
| 7/17/2025 | LexAurum Advisors LLC | 39,158 | $4.23M | 0.7% | +2.8% | 0.228% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 51,208 | $5.53M | 0.0% | +1.5% | 0.298% | |
| 7/17/2025 | Nova R Wealth Inc. | 4,930 | $532K | 0.2% | -30.2% | 0.029% | |
| 7/17/2025 | KWB Wealth | 2,528 | $255K | 0.0% | N/A | 0.015% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 1,888 | $204K | 0.1% | N/A | 0.011% | |
| 7/15/2025 | Wealth Effects LLC | 3,280 | $354K | 0.1% | -22.4% | 0.019% | |
| 7/15/2025 | Fifth Third Bancorp | 1,576 | $170K | 0.0% | +451.0% | 0.009% | |
| 7/14/2025 | Financial Enhancement Group LLC | 18,007 | $1.98M | 0.3% | +0.6% | 0.104% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 1,870 | $202K | 0.0% | -86.5% | 0.011% | |
| 7/14/2025 | Flagstar Advisors Inc. | 12,070 | $1.30M | 0.4% | +4.3% | 0.070% | |
| 7/11/2025 | Farther Finance Advisors LLC | 564 | $61K | 0.0% | -14.3% | 0.003% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 2,486 | $268K | 0.0% | +9.3% | 0.014% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,301 | $1.03M | 0.0% | +3.6% | 0.054% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 1,995 | $220K | 0.1% | -16.6% | 0.012% | |
| 7/8/2025 | Davis Investment Partners LLC | 19,028 | $2.09M | 0.7% | +5.3% | 0.111% | |
| 7/8/2025 | Prism Advisors Inc. | 64,020 | $6.91M | 2.0% | +64.2% | 0.372% | |
| 7/7/2025 | Investors Research Corp | 705 | $76K | 0.0% | +19.9% | 0.004% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 4,943 | $498K | 0.0% | -65.3% | 0.029% | |
| 5/29/2025 | Apeiron RIA LLC | 5,633 | $567K | 0.2% | -13.9% | 0.033% | |
| 5/20/2025 | Focus Partners Wealth | 19,254 | $1.94M | 0.0% | +10.6% | 0.112% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 4,943 | $498K | 0.0% | -65.3% | 0.029% | |
| 5/16/2025 | Jones Financial Companies Lllp | 430,137 | $43.32M | 0.0% | N/A | 2.538% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 32,712 | $3.29M | 0.8% | -0.6% | 0.193% | |
| 5/16/2025 | NewEdge Advisors LLC | 62,870 | $6.33M | 0.0% | +8.4% | 0.371% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 38,480 | $3.88M | 0.0% | +29.4% | 0.227% | |
| 5/16/2025 | Aprio Wealth Management LLC | 3,293 | $332K | 0.0% | -7.7% | 0.019% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 2,882 | $290K | 0.1% | -16.1% | 0.017% | |
| 5/15/2025 | Royal Bank of Canada | 181,874 | $18.32M | 0.0% | -13.2% | 1.073% | |
| 5/15/2025 | Baird Financial Group Inc. | 9,154 | $922K | 0.0% | -22.0% | 0.054% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,071 | $309K | 0.0% | +7.4% | 0.018% | |
| 5/14/2025 | Comerica Bank | 26,466 | $2.67M | 0.0% | -1.7% | 0.156% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 34,024 | $3.43M | 0.0% | +3.4% | 0.201% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 7,049 | $747K | 0.2% | +5.3% | 0.042% | |
| 5/14/2025 | Kestra Advisory Services LLC | 62,471 | $6.29M | 0.0% | -11.6% | 0.369% | |
| 5/14/2025 | Compound Planning Inc. | 2,292 | $231K | 0.0% | -53.1% | 0.014% | |
| 5/14/2025 | Summit Financial LLC | 16,706 | $1.68M | 0.0% | +96.6% | 0.099% | |
| 5/14/2025 | Flow Traders U.S. LLC | 10,269 | $1.03M | 0.0% | N/A | 0.061% | |
| 5/14/2025 | Tradition Wealth Management LLC | 2,642 | $266K | 0.0% | +18.3% | 0.016% | |
| 5/14/2025 | M Holdings Securities Inc. | 24,593 | $2.48M | 0.4% | +2.9% | 0.145% | |
| 5/13/2025 | SFI Advisors LLC | 13,908 | $1.40M | 1.0% | +38.2% | 0.082% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 33,751 | $3.40M | 0.0% | -3.0% | 0.199% | |
| 5/13/2025 | Raymond James Financial Inc. | 227,482 | $22.91M | 0.0% | +22.3% | 1.342% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 12,290 | $1.24M | 0.0% | -2.3% | 0.073% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,430 | $547K | 0.0% | -4.4% | 0.032% | |
| 5/13/2025 | NFP Retirement Inc. | 5,672 | $571K | 0.0% | +14.5% | 0.033% | |
| 5/13/2025 | HighTower Advisors LLC | 25,998 | $2.62M | 0.0% | +6.6% | 0.153% | |
| 5/12/2025 | Florin Court Capital LLP | 10,600 | $1.07M | 1.1% | +51.2% | 0.063% | |
| 5/12/2025 | Benjamin Edwards Inc. | 57,769 | $5.82M | 0.1% | +51.2% | 0.341% | |
| 5/12/2025 | Measured Wealth Private Client Group LLC | 2,511 | $253K | 0.1% | -74.4% | 0.015% | |
| 5/12/2025 | National Bank of Canada FI | 37,398 | $3.76M | 0.0% | -1.3% | 0.221% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 49,346 | $5.01M | 0.2% | +62.0% | 0.291% | |
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| 5/9/2025 | Strategy Asset Managers LLC | 27,487 | $2.77M | 0.6% | +6.7% | 0.162% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,039 | $1.31M | 0.0% | -6.4% | 0.077% | |
| 5/9/2025 | Farrow Financial Inc. | 22,443 | $2.26M | 1.5% | +1.3% | 0.132% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 315,981 | $31.82M | 0.0% | +5.9% | 1.864% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 105,989 | $10.67M | 1.0% | +3.1% | 0.625% | |
| 5/8/2025 | Moors & Cabot Inc. | 17,678 | $1.78M | 0.1% | -6.0% | 0.104% | |
| 5/8/2025 | US Bancorp DE | 80,775 | $8.14M | 0.1% | -0.1% | 0.477% | |
| 5/8/2025 | Harbour Investments Inc. | 10,249 | $1.03M | 0.0% | -4.6% | 0.060% | |
| 5/8/2025 | Modera Wealth Management LLC | 12,224 | $1.23M | 0.0% | -7.3% | 0.072% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,111 | $515K | 0.0% | +4.6% | 0.030% | |
