| 8/1/2025 | Brookwood Investment Group LLC | 12,268 | $813K | 0.1% | +8.6% | 0.041% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 16,379 | $1.09M | 0.0% | +24.4% | 0.055% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 579,756 | $38.43M | 0.0% | +8.6% | 1.959% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 61,093 | $4.05M | 3.6% | -2.1% | 0.206% | |
| 7/31/2025 | Hobart Private Capital LLC | 307,223 | $20.36M | 4.6% | +1.0% | 1.038% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 3,040 | $201K | 0.0% | N/A | 0.010% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 118,969 | $7.89M | 0.6% | -4.2% | 0.402% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 6,642 | $440K | 0.0% | -63.3% | 0.022% | |
| 7/30/2025 | Meadow Creek Wealth Advisors LLC | 13,319 | $883K | 0.6% | +6.3% | 0.045% | |
| 7/30/2025 | Parcion Private Wealth LLC | 16,182 | $1.07M | 0.1% | +10.6% | 0.055% | |
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| 7/30/2025 | TFB Advisors LLC | 7,102 | $471K | 0.1% | +26.4% | 0.024% | |
| 7/30/2025 | Patten Group Inc. | 29,687 | $1.97M | 0.4% | -3.9% | 0.100% | |
| 7/30/2025 | IMG Wealth Management Inc. | 71,719 | $4.75M | 3.7% | +9.4% | 0.242% | |
| 7/29/2025 | Balboa Wealth Partners | 9,938 | $659K | 0.1% | +189.1% | 0.034% | |
| 7/29/2025 | Crux Wealth Advisors | 9,268 | $614K | 0.3% | +25.7% | 0.031% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 56,181 | $3.72M | 0.3% | -1.8% | 0.190% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 79,636 | $5.28M | 0.1% | +4.2% | 0.269% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 25,878 | $1.72M | 0.1% | -0.6% | 0.087% | |
| 7/29/2025 | Private Trust Co. NA | 3,581 | $237K | 0.0% | +10.2% | 0.012% | |
| 7/28/2025 | WealthPLAN Partners LLC | 101,265 | $6.71M | 1.1% | -39.4% | 0.342% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 215,979 | $14.32M | 1.0% | +47.3% | 0.730% | |
| 7/28/2025 | Harbour Investments Inc. | 98,714 | $6.54M | 0.2% | +28.2% | 0.333% | |
| 7/28/2025 | RFG Advisory LLC | 25,948 | $1.72M | 0.0% | +610.1% | 0.088% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 12,318 | $816K | 0.0% | -69.2% | 0.042% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,441 | $957K | 0.0% | -74.1% | 0.049% | |
| 7/25/2025 | Prostatis Group LLC | 55,485 | $3.68M | 1.1% | -10.1% | 0.187% | |
| 7/25/2025 | CWM LLC | 186,296 | $12.35M | 0.0% | -2.4% | 0.629% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 12,953 | $859K | 0.0% | -35.4% | 0.044% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 12,964 | $859K | 0.1% | +2.3% | 0.044% | |
| 7/24/2025 | IFP Advisors Inc | 25,340 | $1.68M | 0.0% | +5.6% | 0.086% | |
| 7/24/2025 | MSH Capital Advisors LLC | 22,160 | $1.47M | 0.4% | N/A | 0.075% | |
| 7/23/2025 | RiverTree Advisors LLC | 15,550 | $1.03M | 0.7% | -20.0% | 0.053% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 67,929 | $4.50M | 0.4% | +8.1% | 0.229% | |
| 7/22/2025 | Belpointe Asset Management LLC | 59,150 | $3.92M | 0.2% | -13.1% | 0.200% | |
| 7/22/2025 | Simplicity Wealth LLC | 53,577 | $3.55M | 0.1% | +204.9% | 0.181% | |
| 7/22/2025 | OLD National Bancorp IN | 38,141 | $2.53M | 0.0% | +6.1% | 0.129% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 3,192 | $212K | 0.0% | N/A | 0.011% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 12,748 | $845K | 0.0% | -41.8% | 0.043% | |
| 7/21/2025 | Matauro LLC | 4,203 | $279K | 0.1% | -8.3% | 0.014% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 122,878 | $8.14M | 1.0% | +0.2% | 0.415% | |
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| 7/18/2025 | Provident Wealth Management LLC | 8,810 | $584K | 0.2% | -11.3% | 0.030% | |
| 7/18/2025 | Cooper Financial Group | 17,682 | $1.17M | 0.1% | -4.1% | 0.060% | |
| 7/18/2025 | Truist Financial Corp | 427,431 | $28.33M | 0.0% | +1.3% | 1.444% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 76,501 | $5.07M | 0.0% | +9.6% | 0.252% | |
| 7/17/2025 | Montis Financial LLC | 23,242 | $1.54M | 0.4% | +12.2% | 0.077% | |
| 7/17/2025 | Fifth Third Securities Inc. | 7,625 | $505K | 0.0% | N/A | 0.025% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 11,988 | $795K | 0.2% | +6.5% | 0.040% | |
| 7/16/2025 | EdgeRock Capital LLC | 184,682 | $12.25M | 3.9% | +18.2% | 0.610% | |
| 7/15/2025 | Avaii Wealth Management LLC | 11,707 | $776K | 0.3% | -8.7% | 0.039% | |
| 7/15/2025 | Traction Financial Partners LLC | 3,190 | $211K | 0.1% | N/A | 0.011% | |
| 7/15/2025 | World Equity Group Inc. | 261,966 | $17.36M | 4.7% | +10.4% | 0.865% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 31,834 | $2.11M | 2.0% | -3.5% | 0.105% | |
| 7/15/2025 | Revisor Wealth Management LLC | 5,659 | $374K | 0.1% | N/A | 0.019% | |
| 7/14/2025 | Golden State Equity Partners | 17,520 | $1.16M | 0.2% | -3.0% | 0.058% | |
| 7/14/2025 | Financial Enhancement Group LLC | 116,993 | $7.70M | 1.1% | -50.6% | 0.386% | |
| 7/14/2025 | Iams Wealth Management LLC | 8,658 | $574K | 0.3% | -11.3% | 0.029% | |
| 7/14/2025 | Sowell Financial Services LLC | 108,047 | $7.16M | 0.3% | +32.1% | 0.357% | |
| 7/11/2025 | Farther Finance Advisors LLC | 467 | $31K | 0.0% | +456.0% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 67,518 | $4.48M | 0.0% | -0.6% | 0.224% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 16,407 | $1.09M | 0.1% | +22.2% | 0.054% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 29,626 | $1.96M | 0.1% | +19.7% | 0.098% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 91,696 | $6.08M | 3.2% | +0.6% | 0.304% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 4,168 | $276K | 0.2% | -31.9% | 0.014% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 30,704 | $2.04M | 0.4% | -73.7% | 0.101% | |
| 7/7/2025 | Global Wealth Strategies & Associates | 16,553 | $1.10M | 0.3% | -7.4% | 0.054% | |
| 7/3/2025 | City Center Advisors LLC | 9,831 | $652K | 0.7% | -4.2% | 0.032% | |
| 6/2/2025 | Modern Wealth Management LLC | 130,551 | $8.37M | 0.3% | -6.2% | 0.429% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,443 | $541K | 0.0% | -7.0% | 0.028% | |
| 5/20/2025 | Belpointe Asset Management LLC | 68,102 | $4.36M | 0.2% | -17.1% | 0.224% | |
| 5/20/2025 | Focus Partners Wealth | 22,906 | $1.47M | 0.0% | +6.6% | 0.075% | |
| 5/19/2025 | Jane Street Group LLC | 24,678 | $1.58M | 0.0% | -30.5% | 0.082% | |
| 5/16/2025 | Prostatis Group LLC | 61,739 | $3.96M | 1.2% | -10.3% | 0.204% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 89,790 | $5.68M | 0.4% | +435.0% | 0.297% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 27,998 | $1.79M | 0.0% | +8.3% | 0.093% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 13,168 | $844K | 0.0% | N/A | 0.044% | |
| 5/16/2025 | Jones Financial Companies Lllp | 500 | $30K | 0.0% | +1,462.5% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,337 | $470K | 0.0% | +32.6% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 72,368 | $4.64M | 0.1% | +151.5% | 0.239% | |
| 5/16/2025 | Concorde Asset Management LLC | 7,482 | $469K | 0.3% | +10.2% | 0.025% | |
| 5/15/2025 | Royal Bank of Canada | 1,970,369 | $126.26M | 0.0% | +11.1% | 6.514% | |
| 5/15/2025 | Centric Wealth Management | 134,993 | $8.65M | 2.3% | +3.1% | 0.446% | |
| 5/15/2025 | Baird Financial Group Inc. | 43,225 | $2.77M | 0.0% | -0.9% | 0.143% | |
| 5/14/2025 | CreativeOne Wealth LLC | 59,933 | $3.84M | 0.1% | +24.2% | 0.198% | |
| 5/14/2025 | Comerica Bank | 129,947 | $8.33M | 0.0% | +158.5% | 0.430% | |
| 5/14/2025 | Kestra Advisory Services LLC | 40,630 | $2.60M | 0.0% | +5.0% | 0.134% | |
| 5/14/2025 | Compound Planning Inc. | 166,179 | $10.65M | 0.5% | +8.5% | 0.549% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,186,306 | $140.12M | 0.0% | +31.5% | 7.227% | |
| 5/14/2025 | TFB Advisors LLC | 5,620 | $360K | 0.1% | +53.1% | 0.019% | |
| 5/14/2025 | Capital Analysts LLC | 5,021 | $322K | 0.0% | +13.2% | 0.017% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 84,112 | $5.39M | 0.0% | +19.1% | 0.278% | |
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| 5/13/2025 | Raymond James Financial Inc. | 463,824 | $29.72M | 0.0% | +82.0% | 1.533% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 16,621 | $1.07M | 0.1% | -2.8% | 0.055% | |
| 5/13/2025 | HighTower Advisors LLC | 203,472 | $13.04M | 0.0% | -0.3% | 0.673% | |
| 5/12/2025 | Maia Wealth LLC | 21,080 | $1.32M | 0.3% | +204.9% | 0.070% | |
| 5/12/2025 | SouthState Corp | 1,284 | $82K | 0.0% | +2,040.0% | 0.004% | |
| 5/12/2025 | Cooper Financial Group | 18,429 | $1.18M | 0.2% | +14.9% | 0.061% | |
| 5/12/2025 | Benjamin Edwards Inc. | 38,141 | $2.44M | 0.0% | +32.1% | 0.126% | |
| 5/12/2025 | Lcnb Corp | 49,485 | $3.17M | 1.2% | +13.8% | 0.164% | |
| 5/12/2025 | National Bank of Canada FI | 1,305 | $83K | 0.0% | +100.8% | 0.004% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 23,717 | $1.52M | 0.4% | +1.2% | 0.078% | |
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