| 8/1/2025 | Winebrenner Capital Management LLC | 120,914 | $2.30M | 1.9% | -1.0% | 0.141% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 587,075 | $11.15M | 3.2% | +37.9% | 0.685% | |
| 8/1/2025 | United Capital Management of KS Inc. | 48,927 | $929K | 0.1% | -23.0% | 0.057% | |
| 8/1/2025 | Brookwood Investment Group LLC | 23,392 | $444K | 0.1% | N/A | 0.027% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 77,873 | $1.48M | 0.1% | +20.0% | 0.091% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,057,676 | $39.08M | 0.0% | -16.5% | 2.402% | |
| 7/29/2025 | Flavin Financial Services Inc. | 19,207 | $365K | 0.4% | -10.9% | 0.022% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 55,940 | $1.06M | 0.0% | -5.1% | 0.065% | |
| 7/28/2025 | Mutual Advisors LLC | 13,322 | $253K | 0.0% | -12.8% | 0.016% | |
| 7/28/2025 | Essex LLC | 763,618 | $14.50M | 2.9% | -5.3% | 0.892% | |
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| 7/28/2025 | RFG Advisory LLC | 158,831 | $3.02M | 0.1% | +6.5% | 0.185% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 20,405 | $387K | 0.0% | +6.9% | 0.024% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 46,232 | $878K | 0.0% | -41.3% | 0.054% | |
| 7/25/2025 | CWM LLC | 188,336 | $3.58M | 0.0% | +14.1% | 0.220% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 10,700 | $203K | 0.0% | -73.1% | 0.012% | |
| 7/22/2025 | Merit Financial Group LLC | 1,556,456 | $29.56M | 0.3% | +7.8% | 1.817% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 70,163 | $1.33M | 0.3% | +19.9% | 0.082% | |
| 7/22/2025 | Sutton Place Investors LLC | 119,647 | $2.27M | 1.4% | +3.2% | 0.140% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 40,020 | $760K | 0.0% | -3.5% | 0.047% | |
| 7/22/2025 | Accel Wealth Management | 17,487 | $332K | 0.1% | -13.6% | 0.020% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,046 | $77K | 0.0% | -74.7% | 0.005% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 67,867 | $1.29M | 0.0% | -5.9% | 0.079% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 10,626 | $202K | 0.0% | N/A | 0.012% | |
| 7/21/2025 | Synergy Asset Management LLC | 202,340 | $3.84M | 0.4% | N/A | 0.236% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 48,000 | $912K | 0.0% | +11.2% | 0.056% | |
| 7/18/2025 | Truist Financial Corp | 1,209,178 | $22.96M | 0.0% | +8.7% | 1.412% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 98,297 | $1.87M | 0.0% | +16.6% | 0.115% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 2,292,114 | $43.53M | 2.4% | +2.2% | 2.676% | |
| 7/17/2025 | Montis Financial LLC | 10,973 | $208K | 0.1% | N/A | 0.013% | |
| 7/17/2025 | Fifth Third Securities Inc. | 37,087 | $704K | 0.1% | +4.0% | 0.043% | |
| 7/15/2025 | McAdam LLC | 125,133 | $2.38M | 0.1% | +29.1% | 0.146% | |
| 7/15/2025 | Financial Partners Group Inc | 28,238 | $536K | 0.1% | N/A | 0.033% | |
| 7/14/2025 | Flagstar Advisors Inc. | 200,050 | $3.80M | 1.1% | -44.0% | 0.234% | |
| 7/14/2025 | Park Avenue Securities LLC | 66,499 | $1.26M | 0.0% | -42.7% | 0.078% | |
| 7/11/2025 | Annex Advisory Services LLC | 840,952 | $15.97M | 0.4% | N/A | 0.982% | |
| 7/11/2025 | Shelton Wealth Management LLC | 56,668 | $1.08M | 0.5% | -65.8% | 0.066% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 21,424 | $408K | 0.0% | -13.5% | 0.025% | |
| 7/10/2025 | Sovran Advisors LLC | 54,488 | $1.04M | 0.1% | -2.1% | 0.064% | |
| 7/9/2025 | Beacon Financial Group | 123,016 | $2.34M | 0.2% | -5.7% | 0.144% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 192,208 | $3.65M | 1.4% | +4.0% | 0.225% | |
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| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 863,024 | $16.39M | 4.8% | +4.7% | 1.009% | |
| 7/8/2025 | NBC Securities Inc. | 71,759 | $1.36M | 0.1% | +14.2% | 0.084% | |
| 7/7/2025 | Nova Wealth Management Inc. | 11,658 | $221K | 0.2% | -25.1% | 0.014% | |
| 7/1/2025 | Park National Corp OH | 79,570 | $1.51M | 0.0% | +17.8% | 0.094% | |
| 5/21/2025 | McAdam LLC | 96,962 | $1.81M | 0.1% | +39.0% | 0.116% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 107,318 | $2.01M | 0.1% | +28,826.7% | 0.128% | |
| 5/20/2025 | Focus Partners Wealth | 101,718 | $1.90M | 0.0% | +8.6% | 0.122% | |
| 5/20/2025 | Integrity Alliance LLC. | 282,071 | $5.28M | 0.2% | +165.4% | 0.337% | |
| 5/19/2025 | Jane Street Group LLC | 81,300 | $1.52M | 0.0% | N/A | 0.100% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 30,333 | $567K | 0.3% | +50.2% | 0.037% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 451,904 | $8.45M | 0.1% | +36.1% | 0.553% | |
| 5/15/2025 | Royal Bank of Canada | 3,334,754 | $62.36M | 0.0% | +11.9% | 4.082% | |
| 5/15/2025 | Baird Financial Group Inc. | 757,132 | $14.16M | 0.0% | -1.2% | 0.927% | |
| 5/14/2025 | Comerica Bank | 90,920 | $1.70M | 0.0% | +19.9% | 0.111% | |
| 5/14/2025 | Synovus Financial Corp | 27,981 | $523K | 0.0% | -24.3% | 0.034% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 63,242 | $1.18M | 0.0% | +80.8% | 0.077% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 27,148 | $508K | 0.2% | +3.1% | 0.033% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,784,921 | $33.38M | 0.0% | -9.3% | 2.185% | |
| 5/13/2025 | United Capital Management of KS Inc. | 63,541 | $1.19M | 0.2% | +1.5% | 0.078% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 12,045 | $225K | 0.2% | -5.6% | 0.015% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 35,825 | $670K | 0.0% | +13.8% | 0.044% | |
| 5/12/2025 | Maia Wealth LLC | 29,798 | $540K | 0.1% | -4.0% | 0.036% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 19,017 | $356K | 0.3% | +4.1% | 0.023% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 5,000 | $94K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 574,115 | $10.74M | 0.2% | -1.4% | 0.703% | |
| 5/9/2025 | WealthShield Partners LLC | 11,595 | $217K | 0.0% | N/A | 0.014% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,082 | $357K | 0.0% | -19.3% | 0.023% | |
| 5/8/2025 | US Bancorp DE | 43,364 | $811K | 0.0% | +34.8% | 0.053% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 72,097 | $1.35M | 0.0% | -10.5% | 0.088% | |
| 5/8/2025 | Harbour Investments Inc. | 25,358 | $474K | 0.0% | +14.0% | 0.031% | |
| 5/8/2025 | Arkadios Wealth Advisors | 37,791 | $707K | 0.0% | +5.0% | 0.046% | |
| 5/8/2025 | Marshall Investment Management LLC | 157,523 | $2.95M | 1.8% | -13.4% | 0.193% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 299,681 | $5.60M | 0.1% | +80,676.5% | 0.367% | |
| 5/7/2025 | Viawealth LLC | 15,204 | $284K | 0.2% | -15.9% | 0.019% | |
| 5/7/2025 | LPL Financial LLC | 3,837,937 | $71.77M | 0.0% | +9.1% | 4.698% | |
| 5/6/2025 | Assetmark Inc. | 31,469 | $588K | 0.0% | +12.5% | 0.039% | |
| 5/6/2025 | Cetera Investment Advisers | 764,902 | $14.30M | 0.0% | +15.6% | 0.936% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 37,999 | $711K | 0.0% | +48.8% | 0.047% | |
| 5/6/2025 | Summit Wealth Partners LLC | 25,614 | $479K | 0.1% | -20.8% | 0.031% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 45,679 | $854K | 0.0% | -58.3% | 0.056% | |
| 5/5/2025 | IFP Advisors Inc | 13,342 | $250K | 0.0% | -41.7% | 0.016% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 44,922 | $840K | 0.0% | +2.5% | 0.055% | |
| 5/5/2025 | Private Advisor Group LLC | 161,296 | $3.02M | 0.0% | +4.1% | 0.197% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 274,930 | $5.14M | 0.1% | +7.8% | 0.337% | |
| 5/2/2025 | Welch & Forbes LLC | 146,708 | $2.74M | 0.0% | -16.2% | 0.180% | |
| 5/2/2025 | Sigma Planning Corp | 73,248 | $1.37M | 0.0% | -4.7% | 0.090% | |
| 5/1/2025 | Key Financial Inc | 424,465 | $7.94M | 1.7% | -4.1% | 0.520% | |
| 5/1/2025 | CWM LLC | 164,999 | $3.09M | 0.0% | +3.2% | 0.202% | |
| 5/1/2025 | Greatmark Investment Partners Inc. | 11,500 | $215K | 0.0% | -19.4% | 0.014% | |
| 5/1/2025 | Platform Technology Partners | 70,225 | $1.31M | 0.4% | +7.3% | 0.086% | |
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| 5/1/2025 | Fifth Third Securities Inc. | 35,659 | $667K | 0.1% | -89.7% | 0.044% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 58,927 | $1.10M | 0.0% | +3.7% | 0.072% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,463,341 | $46.06M | 0.0% | +18.0% | 3.015% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 15,073 | $282K | 0.0% | -3.6% | 0.018% | |
| 4/29/2025 | Wayfinding Financial LLC | 205,329 | $3.84M | 1.7% | +33.2% | 0.251% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 31,333 | $585K | 0.1% | +2.7% | 0.038% | |
| 4/28/2025 | Mutual Advisors LLC | 15,272 | $282K | 0.0% | -36.3% | 0.019% | |
| 4/28/2025 | DAVENPORT & Co LLC | 10,971 | $205K | 0.0% | N/A | 0.013% | |
| 4/25/2025 | Essex LLC | 805,961 | $15.07M | 3.3% | -4.1% | 0.933% | |
| 4/25/2025 | Sovran Advisors LLC | 55,648 | $1.02M | 0.1% | +13.0% | 0.064% | |
