| 8/18/2025 | Geneos Wealth Management Inc. | 716,366 | $28.82M | 0.7% | +394.4% | 0.776% | |
| 8/15/2025 | Corient Private Wealth LLC | 530,066 | $21.33M | 0.0% | +544.8% | 0.574% | |
| 8/15/2025 | MML Investors Services LLC | 315,303 | $12.69M | 0.0% | +1,525.4% | 0.342% | |
| 8/15/2025 | Modern Wealth Management LLC | 626,946 | $25.22M | 0.6% | +22.6% | 0.679% | |
| 8/15/2025 | Benjamin Edwards Inc. | 26,200 | $1.05M | 0.0% | +26.6% | 0.028% | |
| 8/15/2025 | Bank of America Corp DE | 10,182,895 | $409.66M | 0.0% | +19.6% | 11.035% | |
| 8/14/2025 | Jane Street Group LLC | 81,239 | $3.27M | 0.0% | +30.0% | 0.088% | |
| 8/14/2025 | Raymond James Financial Inc. | 13,475 | $542K | 0.0% | +102.1% | 0.015% | |
| 8/14/2025 | Keystone Financial Services LLC | 341,241 | $13.73M | 10.4% | +4.8% | 0.370% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 55,642 | $2.24M | 0.0% | N/A | 0.060% | |
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| 8/13/2025 | Per Stirling Capital Management LLC. | 130,886 | $5.27M | 0.7% | +3.2% | 0.142% | |
| 8/13/2025 | StoneX Group Inc. | 37,523 | $1.51M | 0.1% | +4.1% | 0.041% | |
| 8/13/2025 | Brown Advisory Inc. | 12,602 | $507K | 0.0% | +2.4% | 0.014% | |
| 8/13/2025 | Baird Financial Group Inc. | 385,950 | $15.53M | 0.0% | N/A | 0.418% | |
| 8/13/2025 | CW Advisors LLC | 9,703 | $390K | 0.0% | -22.2% | 0.011% | |
| 8/13/2025 | M&T Bank Corp | 96,956 | $3.90M | 0.0% | N/A | 0.105% | |
| 8/13/2025 | Smith Moore & CO. | 6,606 | $266K | 0.0% | N/A | 0.007% | |
| 8/13/2025 | Trustmark Bank Trust Department | 31,448 | $1.27M | 0.1% | +399.2% | 0.034% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,565,904 | $143.46M | 0.1% | +106.8% | 3.864% | |
| 8/13/2025 | Mayfair Advisory Group LLC | 5,691 | $230K | 0.1% | N/A | 0.006% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 751,791 | $30.25M | 2.4% | N/A | 0.815% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 109,061 | $4.39M | 0.1% | +32.5% | 0.118% | |
| 8/12/2025 | XTX Topco Ltd | 5,702 | $229K | 0.0% | N/A | 0.006% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 274,544 | $11.05M | 0.1% | +23.8% | 0.298% | |
| 8/12/2025 | Cozad Asset Management Inc. | 16,874 | $679K | 0.1% | +80.6% | 0.018% | |
| 8/12/2025 | Franklin Resources Inc. | 2,337 | $94K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | MAI Capital Management | 94,605 | $3.81M | 0.0% | +124.3% | 0.103% | |
| 8/12/2025 | JPMorgan Chase & Co. | 27,867 | $1.12M | 0.0% | +124.2% | 0.030% | |
| 8/11/2025 | Wealthspire Advisors LLC | 266,003 | $10.70M | 0.1% | -28.4% | 0.296% | |
| 8/11/2025 | Rockbridge Investment Management LCC | 5,253 | $211K | 0.0% | N/A | 0.006% | |
| 8/11/2025 | Rothschild Investment LLC | 1,675 | $67K | 0.0% | N/A | 0.002% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 47,239 | $1.90M | 0.0% | +90.5% | 0.053% | |
| 8/8/2025 | Horizon Family Wealth Inc. | 76,723 | $3.09M | 1.9% | N/A | 0.086% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 483,665 | $19.46M | 0.1% | +114.9% | 0.539% | |
| 8/8/2025 | Cetera Investment Advisers | 3,552,531 | $142.92M | 0.2% | +27.1% | 3.959% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 152,995 | $6.16M | 0.0% | +10.4% | 0.171% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 147,290 | $6.01M | 0.9% | +3.4% | 0.164% | |
| 8/7/2025 | Weil Company Inc. | 289,306 | $11.64M | 3.1% | N/A | 0.322% | |
| 8/7/2025 | CENTRAL TRUST Co | 321,055 | $12.92M | 0.3% | +211.9% | 0.358% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 94,388 | $3.80M | 0.6% | +69.2% | 0.105% | |
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| 8/6/2025 | Commonwealth Equity Services LLC | 4,356,644 | $175.27M | 0.2% | +16.1% | 4.855% | |
| 8/6/2025 | Able Wealth Management LLC | 167,451 | $6.74M | 3.4% | +37.7% | 0.187% | |
| 8/5/2025 | Elyxium Wealth LLC | 7,594 | $306K | 0.1% | N/A | 0.008% | |
| 8/5/2025 | Sigma Planning Corp | 80,041 | $3.22M | 0.1% | +12.3% | 0.089% | |
| 8/5/2025 | Aurdan Capital Management LLC | 56,314 | $2.27M | 0.8% | N/A | 0.063% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,772 | $353K | 0.0% | -12.3% | 0.010% | |
| 8/4/2025 | Hicks Capital Management LLC | 29,865 | $1.20M | 1.9% | N/A | 0.033% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 1,955,562 | $78.67M | 7.3% | +3.8% | 2.179% | |
| 8/4/2025 | Coign Capital Advisors LLC | 184,622 | $7.43M | 5.0% | +19.2% | 0.206% | |
| 8/4/2025 | Atria Investments Inc | 238,845 | $9.61M | 0.1% | +71.6% | 0.266% | |
| 8/4/2025 | Spire Wealth Management | 59,144 | $2.38M | 0.1% | +8,999.1% | 0.066% | |
| 8/4/2025 | World Investment Advisors | 16,828 | $677K | 0.0% | +37.9% | 0.019% | |
| 8/1/2025 | Motco | 75,232 | $3.05M | 0.3% | N/A | 0.084% | |
| 8/1/2025 | GGM Financials LLC | 79,003 | $3.18M | 0.6% | +33.4% | 0.088% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,069,397 | $43.02M | 0.0% | +2.4% | 1.192% | |
| 7/31/2025 | Trademark Financial Management LLC | 27,199 | $1.09M | 0.7% | +19.0% | 0.030% | |
| 7/30/2025 | Castle Wealth Management LLC | 209,171 | $8.42M | 3.1% | +54.0% | 0.233% | |
| 7/30/2025 | Principle Wealth Partners LLC | 10,615 | $427K | 0.0% | -5.8% | 0.012% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 162,510 | $6.54M | 2.8% | +8.2% | 0.181% | |
| 7/30/2025 | Patten Group Inc. | 20,082 | $808K | 0.2% | +18.2% | 0.022% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 2,482,578 | $99.87M | 1.3% | N/A | 2.767% | |
| 7/29/2025 | Sowa Financial Group Inc. | 519,537 | $20.90M | 13.1% | +5.8% | 0.579% | |
| 7/29/2025 | Stephens Inc. AR | 17,214 | $693K | 0.0% | +42.6% | 0.019% | |
| 7/28/2025 | Nvest Financial LLC | 8,775 | $353K | 0.2% | -7.7% | 0.010% | |
| 7/28/2025 | Harbour Investments Inc. | 107,854 | $4.34M | 0.1% | +39.0% | 0.120% | |
| 7/28/2025 | JGP Wealth Management LLC | 5,675 | $228K | 0.0% | N/A | 0.006% | |
| 7/28/2025 | RFG Advisory LLC | 280,726 | $11.29M | 0.3% | N/A | 0.313% | |
| 7/25/2025 | Northwest Capital Management Inc | 10,931 | $440K | 0.2% | +309.2% | 0.012% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 12,197 | $491K | 0.0% | +56.6% | 0.014% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 92,151 | $3.71M | 0.1% | +1.8% | 0.103% | |
| 7/25/2025 | MGO One Seven LLC | 45,458 | $1.83M | 0.1% | +36.1% | 0.051% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 104,984 | $4.22M | 2.2% | +16.7% | 0.117% | |
| 7/25/2025 | CWM LLC | 2,601,082 | $104.64M | 0.4% | +40.5% | 2.899% | |
| 7/23/2025 | Valmark Advisers Inc. | 19,144 | $770K | 0.0% | N/A | 0.022% | |
| 7/23/2025 | WESPAC Advisors LLC | 8,250 | $332K | 0.2% | +10.6% | 0.009% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 360,157 | $14.49M | 0.9% | +130.7% | 0.407% | |
| 7/23/2025 | SteelPeak Wealth LLC | 17,513 | $705K | 0.0% | -24.3% | 0.020% | |
| 7/22/2025 | Belpointe Asset Management LLC | 24,292 | $977K | 0.0% | -11.4% | 0.027% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 270,420 | $10.88M | 5.3% | +48.1% | 0.305% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 33,546 | $1.35M | 0.0% | -4.0% | 0.038% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 282,838 | $11.38M | 3.8% | +42.5% | 0.319% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,002 | $121K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 49,950 | $2.01M | 0.2% | -7.2% | 0.056% | |
| 7/18/2025 | Foundry Financial Group Inc. | 159,013 | $6.40M | 3.6% | +3.0% | 0.178% | |
| 7/18/2025 | Provident Wealth Management LLC | 60,600 | $2.44M | 0.8% | -8.2% | 0.068% | |
| 7/18/2025 | Truist Financial Corp | 93,453 | $3.76M | 0.0% | -80.1% | 0.105% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 428,069 | $17.22M | 0.0% | +12.4% | 0.486% | |
| 7/17/2025 | ERn Financial LLC | 130,888 | $5.27M | 1.1% | -26.0% | 0.149% | |
| 7/17/2025 | Clear Point Advisors Inc. | 12,103 | $487K | 0.4% | N/A | 0.014% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 64,930 | $2.61M | 0.7% | -40.7% | 0.074% | |
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| 7/16/2025 | Embree Financial Group | 277,002 | $11.14M | 1.7% | +47.6% | 0.315% | |
| 7/16/2025 | Cox Capital Mgt LLC | 22,079 | $888K | 0.6% | -3.1% | 0.025% | |
| 7/16/2025 | Kingsman Wealth Management Inc. | 20,421 | $822K | 0.5% | -2.8% | 0.023% | |
| 7/16/2025 | Essex Financial Services Inc. | 76,956 | $3.10M | 0.2% | +22.2% | 0.087% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 182,199 | $7.33M | 3.5% | +1.7% | 0.207% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 1,482,253 | $59.63M | 16.5% | +3.7% | 1.691% | |
| 7/14/2025 | AdvisorNet Financial Inc | 396,117 | $15.94M | 1.0% | +7.6% | 0.452% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 31,639 | $1.27M | 0.2% | +3.4% | 0.036% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,087 | $205K | 0.0% | -40.8% | 0.006% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 35,967 | $1.45M | 0.1% | +14.2% | 0.041% | |
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