| 7/11/2025 | Farther Finance Advisors LLC | 19,906 | $1.58M | 0.0% | -10.6% | 0.066% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 10,352 | $822K | 0.1% | -18.0% | 0.035% | |
| 7/11/2025 | UMB Bank n.a. | 579 | $46K | 0.0% | -40.8% | 0.002% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 781 | $62K | 0.0% | -48.3% | 0.003% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 2,624 | $208K | 0.0% | -5.7% | 0.009% | |
| 7/10/2025 | HF Advisory Group LLC | 14,992 | $1.19M | 0.5% | -1.6% | 0.050% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,272,842 | $187.03M | 0.3% | -9.8% | 7.589% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 3,812 | $303K | 0.1% | -8.4% | 0.013% | |
| 7/9/2025 | Capital Wealth Management LLC | 82,905 | $6.59M | 2.5% | +2.3% | 0.277% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 7,724 | $595K | 0.1% | -3.5% | 0.026% | |
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| 7/9/2025 | Inspirion Wealth Advisors LLC | 3,953 | $314K | 0.0% | -8.3% | 0.013% | |
| 7/9/2025 | Alesco Advisors LLC | 118,673 | $9.43M | 0.3% | -0.6% | 0.396% | |
| 7/9/2025 | Krilogy Financial LLC | 11,927 | $947K | 0.1% | +1.5% | 0.040% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 16,699 | $1.33M | 0.5% | -18.4% | 0.056% | |
| 7/8/2025 | Prism Advisors Inc. | 86,554 | $6.88M | 2.0% | N/A | 0.289% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 51,115 | $4.06M | 2.9% | -1.1% | 0.171% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 396,825 | $31.52M | 2.9% | -0.7% | 1.325% | |
| 7/7/2025 | Nova Wealth Management Inc. | 989 | $79K | 0.1% | +488.7% | 0.003% | |
| 7/3/2025 | Collective Family Office LLC | 18,315 | $1.46M | 0.4% | -1.0% | 0.061% | |
| 7/2/2025 | Michael S. Ryan Inc. | 124,943 | $9.92M | 6.3% | -19.8% | 0.416% | |
| 7/2/2025 | Marotta Asset Management | 53,613 | $4.26M | 0.9% | -8.2% | 0.179% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 62,535 | $4.97M | 1.2% | +18.9% | 0.208% | |
| 7/1/2025 | Confluence Investment Management LLC | 308,171 | $24.48M | 0.3% | +26.4% | 1.027% | |
| 6/10/2025 | Compass Financial Services Inc | 817 | $63K | 0.0% | N/A | 0.003% | |
| 5/21/2025 | McAdam LLC | 155,544 | $11.99M | 0.7% | -6.2% | 0.513% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 41,048 | $3.16M | 0.1% | -0.6% | 0.135% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,023 | $541K | 0.0% | N/A | 0.023% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 7,023 | $541K | 0.1% | N/A | 0.023% | |
| 5/20/2025 | Focus Partners Wealth | 13,567 | $1.05M | 0.0% | -21.8% | 0.045% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 66,277 | $5.11M | 0.1% | +40.7% | 0.219% | |
| 5/16/2025 | Everstar Asset Management LLC | 17,963 | $1.38M | 0.3% | N/A | 0.059% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 261,025 | $20.11M | 0.0% | +7.6% | 0.870% | |
| 5/16/2025 | Jones Financial Companies Lllp | 73,934 | $5.66M | 0.0% | -12.6% | 0.244% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,395 | $493K | 0.0% | +3.6% | 0.021% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,350 | $412K | 0.0% | -85.8% | 0.018% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 255,331 | $19.67M | 0.1% | +34.3% | 0.843% | |
| 5/16/2025 | AQR Capital Management LLC | 3,563 | $275K | 0.0% | +38.4% | 0.012% | |
| 5/15/2025 | EP Wealth Advisors LLC | 37,163 | $2.86M | 0.0% | -52.3% | 0.123% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 24,787 | $1.91M | 0.0% | -8.7% | 0.082% | |
| 5/15/2025 | Royal Bank of Canada | 67,995 | $5.24M | 0.0% | -5.7% | 0.224% | |
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| 5/15/2025 | MAI Capital Management | 13,915 | $1.07M | 0.0% | -6.2% | 0.046% | |
| 5/15/2025 | Certior Financial Group LLC | 3,293 | $254K | 0.2% | -25.4% | 0.011% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 88,705 | $6.84M | 0.5% | -11.5% | 0.293% | |
| 5/14/2025 | Comerica Bank | 5,685 | $438K | 0.0% | -6.1% | 0.019% | |
| 5/14/2025 | Freedom Investment Management Inc. | 60,163 | $4.64M | 0.4% | -7.3% | 0.199% | |
| 5/14/2025 | B&D White Capital Company LLC | 6,852 | $528K | 0.1% | -72.7% | 0.023% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,041 | $80K | 0.0% | +3,903.8% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 55,250 | $4.26M | 0.0% | -1.3% | 0.182% | |
| 5/14/2025 | Kestra Advisory Services LLC | 185,320 | $14.28M | 0.1% | -67.2% | 0.612% | |
| 5/14/2025 | Broadview Financial Management LLC | 8,287 | $639K | 0.5% | -2.9% | 0.027% | |
| 5/14/2025 | Capital Analysts LLC | 21,328 | $1.64M | 0.1% | +8,040.5% | 0.070% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 23,813 | $1.84M | 0.0% | -8.8% | 0.079% | |
| 5/13/2025 | Raymond James Financial Inc. | 74,658 | $5.75M | 0.0% | -62.2% | 0.246% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 6,563 | $506K | 0.7% | +13.7% | 0.022% | |
| 5/13/2025 | Klingman & Associates LLC | 346,152 | $26.67M | 1.6% | +0.7% | 1.142% | |
| 5/13/2025 | HighTower Advisors LLC | 242,170 | $18.66M | 0.0% | +3.1% | 0.799% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,290,872 | $99.46M | 0.2% | -3.7% | 4.260% | |
| 5/12/2025 | Independent Advisor Alliance | 4,795 | $369K | 0.0% | -90.0% | 0.016% | |
| 5/12/2025 | Benjamin Edwards Inc. | 566,659 | $43.66M | 0.6% | -0.8% | 1.870% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 65,292 | $5.03M | 0.4% | -1.4% | 0.215% | |
| 5/12/2025 | Townsquare Capital LLC | 123,296 | $9.50M | 0.1% | +3.5% | 0.407% | |
| 5/12/2025 | Wambolt & Associates LLC | 10,527 | $813K | 0.3% | -3.0% | 0.035% | |
| 5/12/2025 | Alesco Advisors LLC | 119,404 | $9.20M | 0.3% | -1.0% | 0.394% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 46,998 | $3.52M | 0.1% | +19.7% | 0.155% | |
| 5/9/2025 | WealthShield Partners LLC | 91,552 | $7.05M | 0.9% | +0.7% | 0.302% | |
| 5/9/2025 | Wealthspire Advisors LLC | 20,543 | $1.58M | 0.0% | +29.9% | 0.068% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 13,978 | $1.08M | 0.6% | +1.8% | 0.046% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,976 | $383K | 0.0% | -12.6% | 0.016% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 134,504 | $10.36M | 0.3% | -5.8% | 0.444% | |
| 5/8/2025 | IFG Advisory LLC | 17,780 | $1.37M | 0.1% | +1.5% | 0.059% | |
| 5/8/2025 | TIAA Trust National Association | 601,299 | $46.33M | 0.1% | -25.8% | 1.984% | |
| 5/8/2025 | MONECO Advisors LLC | 36,095 | $2.78M | 0.3% | +70.3% | 0.119% | |
| 5/8/2025 | ProVise Management Group LLC | 4,792 | $369K | 0.0% | -3.4% | 0.016% | |
| 5/8/2025 | US Bancorp DE | 577 | $44K | 0.0% | -39.6% | 0.002% | |
| 5/8/2025 | NorthRock Partners LLC | 1,328,221 | $102.34M | 3.4% | 0.0% | 4.384% | |
| 5/8/2025 | First National Trust Co | 340,995 | $26.27M | 1.1% | -4.7% | 1.125% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 42,502 | $3.28M | 0.1% | +2.9% | 0.140% | |
| 5/7/2025 | Lutz Financial Services LLC | 703,995 | $54.24M | 4.4% | +1.3% | 2.323% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 499 | $38K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 148,497 | $11.44M | 0.2% | +5.5% | 0.490% | |
| 5/7/2025 | LPL Financial LLC | 1,136,150 | $87.54M | 0.0% | +2.3% | 3.750% | |
| 5/7/2025 | Texas Yale Capital Corp. | 6,575 | $507K | 0.0% | +132.7% | 0.022% | |
| 5/7/2025 | Drive Wealth Management LLC | 3,800 | $293K | 0.1% | -6.2% | 0.013% | |
| 5/6/2025 | Cetera Investment Advisers | 249,664 | $19.24M | 0.0% | +20.3% | 0.824% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 88,008 | $6.78M | 0.0% | +4.6% | 0.290% | |
| 5/6/2025 | Advisor OS LLC | 3,545 | $273K | 0.0% | N/A | 0.012% | |
| 5/6/2025 | AE Wealth Management LLC | 558,043 | $43.00M | 0.4% | +12.6% | 1.842% | |
| 5/6/2025 | Burney Co. | 3,410 | $263K | 0.0% | N/A | 0.011% | |
| 5/6/2025 | Milestone Asset Management Group LLC | 10,278 | $792K | 0.7% | +1.9% | 0.034% | |
| 5/6/2025 | PFG Advisors | 6,968 | $537K | 0.0% | -3.1% | 0.023% | |
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| 5/6/2025 | Ignite Planners LLC | 27,988 | $2.07M | 0.4% | -7.9% | 0.092% | |
| 5/5/2025 | OneAscent Financial Services LLC | 6,748 | $521K | 0.0% | +8.2% | 0.022% | |
| 5/5/2025 | TAGStone Capital Inc. | 9,622 | $741K | 0.4% | +2.6% | 0.032% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 2,665 | $205K | 0.0% | N/A | 0.009% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 556,287 | $42.86M | 3.5% | +1.5% | 1.836% | |
| 5/5/2025 | Csenge Advisory Group | 5,146 | $368K | 0.0% | -27.7% | 0.017% | |
| 5/5/2025 | Private Advisor Group LLC | 71,187 | $5.49M | 0.0% | +13.0% | 0.235% | |
| 5/2/2025 | Acas LLC | 4,668 | $345K | 0.3% | -8.8% | 0.015% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 24,559 | $1.89M | 0.0% | -2.2% | 0.081% | |
| 5/2/2025 | Bailard Inc. | 49,203 | $3.79M | 0.1% | -0.6% | 0.163% | |
