| 8/15/2025 | Tower Research Capital LLC TRC | 4,772 | $255K | 0.0% | -36.1% | 0.039% | |
| 8/15/2025 | Captrust Financial Advisors | 3,867 | $207K | 0.0% | N/A | 0.031% | |
| 8/15/2025 | Bank of America Corp DE | 818,073 | $43.79M | 0.0% | -44.1% | 6.608% | |
| 8/15/2025 | Ameriprise Financial Inc. | 272,339 | $14.58M | 0.0% | +4.7% | 2.200% | |
| 8/14/2025 | Raymond James Financial Inc. | 227,096 | $12.16M | 0.0% | +55.6% | 1.834% | |
| 8/14/2025 | Quantinno Capital Management LP | 7,255 | $388K | 0.0% | N/A | 0.059% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 1,375 | $74K | 0.0% | -76.4% | 0.011% | |
| 8/14/2025 | NewEdge Advisors LLC | 256,114 | $13.71M | 0.1% | -7.1% | 2.069% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 40,343 | $2.16M | 0.0% | +3.5% | 0.326% | |
| 8/13/2025 | Brown Advisory Inc. | 15,750 | $843K | 0.0% | +6.8% | 0.127% | |
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| 8/13/2025 | Lido Advisors LLC | 21,130 | $1.13M | 0.0% | -1.2% | 0.171% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 11,479 | $614K | 0.0% | -13.0% | 0.093% | |
| 8/12/2025 | Global Retirement Partners LLC | 25,306 | $1.36M | 0.0% | N/A | 0.204% | |
| 8/8/2025 | Cetera Investment Advisers | 52,266 | $2.80M | 0.0% | +26.9% | 0.429% | |
| 8/6/2025 | AE Wealth Management LLC | 1,972 | $106K | 0.0% | +12.9% | 0.016% | |
| 8/6/2025 | TKG Advisors LLC | 82,645 | $4.42M | 2.0% | +1.1% | 0.679% | |
| 8/5/2025 | Bank of Montreal Can | 1,995 | $107K | 0.0% | -10.4% | 0.016% | |
| 8/5/2025 | Carmel Capital Management L.L.C. | 168,260 | $9.01M | 3.0% | +0.4% | 1.383% | |
| 8/4/2025 | IFG Advisory LLC | 13,691 | $733K | 0.0% | -3.7% | 0.112% | |
| 8/1/2025 | Advisory Alpha LLC | 7,784 | $417K | 0.0% | -3.9% | 0.064% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,100 | $380K | 0.0% | -50.0% | 0.058% | |
| 7/31/2025 | Interchange Capital Partners LLC | 11,645 | $623K | 0.1% | -9.6% | 0.096% | |
| 7/29/2025 | Calamos Wealth Management LLC | 4,387 | $235K | 0.0% | N/A | 0.036% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 48,309 | $2.59M | 1.1% | -5.7% | 0.397% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 12,341 | $661K | 0.0% | +20.0% | 0.101% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 18,458 | $988K | 0.0% | +116.4% | 0.152% | |
| 7/29/2025 | Private Trust Co. NA | 11,984 | $642K | 0.1% | +60.1% | 0.098% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 49,346 | $2.64M | 2.5% | N/A | 0.405% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 57,350 | $3.07M | 1.0% | -0.8% | 0.471% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 17,689 | $965K | 0.0% | +25.8% | 0.145% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,129 | $328K | 0.0% | -30.8% | 0.050% | |
| 7/24/2025 | Live Oak Investment Partners | 24,075 | $1.29M | 1.0% | +5.3% | 0.198% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 116,897 | $6.26M | 0.6% | +22.2% | 0.961% | |
| 7/23/2025 | Friedenthal Financial | 27,611 | $1.48M | 0.8% | +1.8% | 0.227% | |
| 7/23/2025 | Meitav Investment House Ltd. | 851,431 | $45.58M | 0.7% | -3.7% | 6.996% | |
| 7/23/2025 | SteelPeak Wealth LLC | 4,950 | $265K | 0.0% | -13.2% | 0.041% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 159,001 | $8.51M | 0.2% | +110.3% | 1.306% | |
| 7/21/2025 | FSA Wealth Partners Inc. | 30,247 | $1.62M | 0.8% | N/A | 0.249% | |
| 7/18/2025 | Access Financial Services Inc. | 33,365 | $1.79M | 0.7% | -4.1% | 0.274% | |
| 7/18/2025 | Truist Financial Corp | 9,183 | $492K | 0.0% | -4.6% | 0.076% | |
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| 7/17/2025 | G&S Capital LLC | 57,752 | $3.09M | 1.2% | -1.3% | 0.475% | |
| 7/16/2025 | TigerOak Management L.L.C. | 120,010 | $6.42M | 2.2% | -0.2% | 0.987% | |
| 7/15/2025 | Affinity Wealth Management LLC | 628,222 | $33.63M | 5.4% | -0.7% | 5.166% | |
| 7/15/2025 | Financial Partners Group Inc | 3,855 | $206K | 0.0% | N/A | 0.032% | |
| 7/14/2025 | Park Avenue Securities LLC | 8,372 | $448K | 0.0% | +18.1% | 0.069% | |
| 7/11/2025 | Farther Finance Advisors LLC | 67,847 | $3.63M | 0.1% | +4.1% | 0.559% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 3,764 | $201K | 0.0% | N/A | 0.031% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 128,961 | $7.05M | 0.0% | N/A | 1.063% | |
| 7/10/2025 | Focus Financial Network Inc. | 9,848 | $527K | 0.0% | +7.6% | 0.081% | |
| 7/7/2025 | Nova Wealth Management Inc. | 19,721 | $1.06M | 0.8% | +21.0% | 0.163% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 1,500 | $80K | 0.0% | N/A | 0.012% | |
| 5/29/2025 | Nova Wealth Management Inc. | 16,293 | $797K | 0.7% | +35.2% | 0.137% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,550 | $418K | 0.0% | -5.6% | 0.072% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,070 | $103K | 0.0% | -74.6% | 0.017% | |
| 5/16/2025 | NewEdge Advisors LLC | 275,714 | $13.49M | 0.1% | -2.9% | 2.301% | |
| 5/15/2025 | Royal Bank of Canada | 173,328 | $8.48M | 0.0% | +0.8% | 1.447% | |
| 5/14/2025 | Freedom Investment Management Inc. | 10,328 | $505K | 0.0% | -6.4% | 0.086% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,195 | $646K | 0.0% | +5.1% | 0.110% | |
| 5/14/2025 | Kestra Advisory Services LLC | 220,939 | $10.81M | 0.1% | +1.2% | 1.844% | |
| 5/14/2025 | Capital Wealth Alliance LLC | 10,698 | $523K | 0.3% | -39.3% | 0.089% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 38,962 | $1.91M | 0.0% | -21.8% | 0.325% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 51,241 | $2.51M | 1.1% | -2.4% | 0.428% | |
| 5/13/2025 | Raymond James Financial Inc. | 145,928 | $7.14M | 0.0% | -5.7% | 1.218% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 33,122 | $1.62M | 1.1% | +23.1% | 0.276% | |
| 5/12/2025 | National Bank of Canada FI | 22,562 | $1.10M | 0.0% | +10.9% | 0.188% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 57,830 | $2.83M | 1.0% | +6.3% | 0.483% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 14,060 | $688K | 0.0% | +227.7% | 0.117% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 955 | $47K | 0.0% | N/A | 0.008% | |
| 5/8/2025 | IFG Advisory LLC | 14,215 | $696K | 0.0% | +3.4% | 0.119% | |
| 5/8/2025 | US Bancorp DE | 1,107 | $54K | 0.0% | +53.5% | 0.009% | |
| 5/8/2025 | Private Advisory Group LLC | 64,031 | $3.13M | 0.4% | -0.7% | 0.534% | |
| 5/7/2025 | LPL Financial LLC | 386,356 | $18.90M | 0.0% | +2.5% | 3.225% | |
| 5/6/2025 | Cetera Investment Advisers | 41,175 | $2.02M | 0.0% | +40.0% | 0.344% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 5,825 | $285K | 0.0% | -13.9% | 0.049% | |
| 5/5/2025 | Private Advisor Group LLC | 44,614 | $2.18M | 0.0% | -3.6% | 0.372% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 11,601 | $568K | 0.0% | +5.0% | 0.097% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 30,064 | $1.47M | 0.7% | -1.1% | 0.251% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,530 | $417K | 0.0% | +36.5% | 0.071% | |
| 4/30/2025 | Interchange Capital Partners LLC | 12,881 | $630K | 0.2% | -2.2% | 0.108% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,211 | $695K | 0.0% | +11.2% | 0.119% | |
| 4/28/2025 | TKG Advisors LLC | 81,757 | $4M | 2.0% | +3.2% | 0.682% | |
| 4/28/2025 | North Capital Inc. | 830 | $41K | 0.0% | N/A | 0.007% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 95,644 | $4.68M | 0.5% | +81.6% | 0.798% | |
| 4/25/2025 | G&S Capital LLC | 58,512 | $2.86M | 1.2% | -0.7% | 0.488% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 16,540 | $805K | 0.0% | -14.7% | 0.127% | |
| 4/23/2025 | Live Oak Investment Partners | 22,874 | $1.12M | 0.9% | -9.1% | 0.175% | |
| 4/23/2025 | Spire Wealth Management | 4,826 | $236K | 0.0% | -11.1% | 0.037% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 39,083 | $1.91M | 0.0% | -16.6% | 0.299% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 44,711 | $2.19M | 0.0% | -2.8% | 0.342% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,861 | $434K | 0.0% | N/A | 0.068% | |
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| 4/21/2025 | Friedenthal Financial | 27,118 | $1.33M | 0.8% | -6.4% | 0.207% | |
| 4/17/2025 | Access Financial Services Inc. | 34,786 | $1.70M | 0.7% | -2.7% | 0.266% | |
| 4/15/2025 | Davis Investment Partners LLC | 293,746 | $13.87M | 6.0% | +0.1% | 2.247% | |
| 4/15/2025 | Traction Financial Partners LLC | 32,102 | $1.57M | 1.2% | -10.7% | 0.246% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 75,608 | $3.70M | 0.1% | -55.5% | 0.578% | |
| 4/14/2025 | Farther Finance Advisors LLC | 65,198 | $3.21M | 0.1% | N/A | 0.499% | |
| 4/14/2025 | Park Avenue Securities LLC | 7,089 | $347K | 0.0% | N/A | 0.054% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 10,958 | $536K | 0.1% | -5.2% | 0.084% | |
| 4/11/2025 | Affinity Wealth Management LLC | 632,492 | $30.95M | 5.7% | +1.6% | 4.839% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 136,137 | $6.83M | 0.0% | -1.7% | 1.056% | |
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