| 8/15/2025 | IHT Wealth Management LLC | 342,235 | $17.34M | 0.5% | -24.6% | 1.160% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 195,178 | $9.89M | 0.7% | +7.7% | 0.662% | |
| 8/14/2025 | Raymond James Financial Inc. | 506,870 | $25.68M | 0.0% | +9.7% | 1.718% | |
| 8/14/2025 | Alliancebernstein L.P. | 15,007,157 | $760.26M | 0.2% | +8.6% | 50.872% | |
| 8/14/2025 | NewEdge Advisors LLC | 35,023 | $1.77M | 0.0% | -6.4% | 0.119% | |
| 8/13/2025 | VestGen Advisors LLC | 19,100 | $968K | 0.0% | N/A | 0.065% | |
| 8/13/2025 | Colonial Trust Advisors | 1,675 | $85K | 0.0% | N/A | 0.006% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,229 | $620K | 0.0% | +418.4% | 0.041% | |
| 8/12/2025 | Quantum Private Wealth LLC | 15,276 | $774K | 0.3% | +15.1% | 0.052% | |
| 8/12/2025 | Cozad Asset Management Inc. | 17,318 | $877K | 0.1% | +4.4% | 0.059% | |
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| 8/12/2025 | Kensington Asset Management LLC | 100,131 | $5.07M | 0.4% | N/A | 0.339% | |
| 8/11/2025 | Alteri Wealth LLC | 19,874 | $1.01M | 0.4% | +301.0% | 0.068% | |
| 8/11/2025 | Rothschild Investment LLC | 4,450 | $225K | 0.0% | +256.0% | 0.015% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 178,620 | $9.05M | 0.2% | +10.6% | 0.611% | |
| 8/8/2025 | Cetera Investment Advisers | 17,797 | $902K | 0.0% | N/A | 0.061% | |
| 8/8/2025 | Good Life Advisors LLC | 32,590 | $1.65M | 0.1% | +12.9% | 0.111% | |
| 8/6/2025 | Wedbush Securities Inc. | 352,154 | $17.84M | 0.6% | N/A | 1.204% | |
| 8/5/2025 | TME Financial Inc. | 18,158 | $920K | 0.7% | +9.5% | 0.062% | |
| 8/5/2025 | Claro Advisors LLC | 4,804 | $243K | 0.0% | N/A | 0.016% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 125,714 | $6.37M | 0.8% | N/A | 0.430% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 75,746 | $3.84M | 0.2% | -5.7% | 0.259% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 400,580 | $20.29M | 0.0% | +101.3% | 1.369% | |
| 7/31/2025 | Leavell Investment Management Inc. | 9,330 | $473K | 0.0% | -3.6% | 0.032% | |
| 7/30/2025 | D.A. Davidson & CO. | 178,833 | $9.06M | 0.1% | +5.2% | 0.611% | |
| 7/29/2025 | Private Trust Co. NA | 16,075 | $814K | 0.1% | -3.3% | 0.055% | |
| 7/28/2025 | RFG Advisory LLC | 9,131 | $463K | 0.0% | +11.7% | 0.031% | |
| 7/28/2025 | Moran Wealth Management LLC | 186,192 | $9.43M | 0.3% | N/A | 0.637% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,198 | $770K | 0.0% | +2.2% | 0.052% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 11,467 | $581K | 0.0% | -3.2% | 0.039% | |
| 7/23/2025 | Laraway Financial Advisors Inc | 7,602 | $385K | 0.3% | -11.9% | 0.026% | |
| 7/22/2025 | Belpointe Asset Management LLC | 5,095 | $258K | 0.0% | -16.0% | 0.017% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 26,676 | $1.35M | 0.0% | +5.5% | 0.091% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 26,034 | $1.32M | 0.5% | +13.8% | 0.089% | |
| 7/18/2025 | Trilogy Capital Inc. | 21,176 | $1.07M | 0.1% | -27.6% | 0.072% | |
| 7/18/2025 | Truist Financial Corp | 214,678 | $10.88M | 0.0% | -2.3% | 0.734% | |
| 7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 5,148 | $261K | 0.1% | -5.7% | 0.018% | |
| 7/17/2025 | Wagner Wealth Management LLC | 793,289 | $40.19M | 9.2% | +9,882.2% | 2.731% | |
| 7/17/2025 | PMG Wealth Management Inc. | 77,249 | $3.90M | 3.2% | +10.6% | 0.266% | |
| 7/16/2025 | BOS Asset Management LLC | 828,866 | $41.99M | 13.4% | -5.3% | 2.853% | |
| 7/14/2025 | S.A. Mason LLC | 2,353 | $119K | 0.1% | N/A | 0.008% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,917 | $1.41M | 0.0% | +3.5% | 0.096% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 27,611 | $1.40M | 0.5% | +4.2% | 0.095% | |
| 7/7/2025 | Accelerate Investment Advisors LLC | 4,808 | $244K | 0.2% | -4.3% | 0.017% | |
| 5/28/2025 | Ellsworth Advisors LLC | 33,437 | $1.69M | 0.4% | -33.0% | 0.120% | |
| 5/22/2025 | BOS Asset Management LLC | 875,669 | $44.32M | 15.2% | +13.2% | 3.150% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,068 | $307K | 0.0% | N/A | 0.022% | |
| 5/19/2025 | Jane Street Group LLC | 23,700 | $1.20M | 0.0% | -59.2% | 0.085% | |
| 5/16/2025 | NewEdge Advisors LLC | 37,435 | $1.90M | 0.0% | +26.9% | 0.135% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 60,042 | $3.04M | 0.0% | +946.0% | 0.216% | |
| 5/16/2025 | Alliancebernstein L.P. | 13,824,125 | $699.64M | 0.3% | +8.8% | 49.727% | |
| 5/15/2025 | WPG Advisers LLC | 34,934 | $1.77M | 1.6% | N/A | 0.126% | |
| 5/14/2025 | Kestra Advisory Services LLC | 81,617 | $4.13M | 0.0% | +46.6% | 0.294% | |
| 5/14/2025 | Flow Traders U.S. LLC | 24,734 | $1.25M | 0.1% | N/A | 0.089% | |
| 5/14/2025 | Laraway Financial Advisors Inc | 8,631 | $437K | 0.3% | +19.8% | 0.031% | |
| 5/13/2025 | Raymond James Financial Inc. | 462,210 | $23.39M | 0.0% | -23.2% | 1.663% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 51,141 | $2.59M | 0.2% | +15.3% | 0.184% | |
| 5/8/2025 | MMA Asset Management LLC | 5,214 | $264K | 0.1% | N/A | 0.020% | |
| 5/8/2025 | Cozad Asset Management Inc. | 16,592 | $840K | 0.1% | -6.7% | 0.063% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 19,999 | $1.01M | 0.1% | +26.8% | 0.075% | |
| 5/7/2025 | LPL Financial LLC | 3,145,456 | $159.19M | 0.1% | +6.6% | 11.856% | |
| 5/7/2025 | Alteri Wealth LLC | 4,956 | $251K | 0.1% | -30.1% | 0.019% | |
| 5/7/2025 | Trilogy Capital Inc. | 29,266 | $1.48M | 0.1% | -13.1% | 0.110% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 22,868 | $1.16M | 0.4% | +6.9% | 0.086% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,389 | $627K | 0.0% | -15.5% | 0.047% | |
| 5/5/2025 | Private Advisor Group LLC | 328,279 | $16.61M | 0.1% | +46.5% | 1.237% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 161,446 | $8.17M | 0.2% | +5.6% | 0.609% | |
| 4/30/2025 | Leavell Investment Management Inc. | 9,680 | $490K | 0.0% | -18.4% | 0.036% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 198,962 | $10.07M | 0.0% | -42.1% | 0.750% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 11,852 | $600K | 0.0% | N/A | 0.045% | |
| 4/28/2025 | D.A. Davidson & CO. | 169,943 | $8.60M | 0.1% | +8.5% | 0.641% | |
| 4/28/2025 | Weaver Consulting Group | 5,259 | $266K | 0.1% | -4.3% | 0.020% | |
| 4/25/2025 | Guerra Advisors Inc | 6,823 | $345K | 0.2% | N/A | 0.026% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 95,504 | $4.83M | 0.1% | -1.2% | 0.360% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 80,299 | $4.06M | 0.2% | -20.2% | 0.303% | |
| 4/22/2025 | Encompass Wealth Advisors LLC | 12,877 | $652K | 0.3% | -2.2% | 0.049% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,807 | $3.53M | 0.0% | -53.1% | 0.263% | |
| 4/17/2025 | Good Life Advisors LLC | 28,854 | $1.46M | 0.1% | +12.0% | 0.115% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,963 | $1.37M | 0.0% | -16.4% | 0.108% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 25,280 | $1.28M | 0.0% | +39.8% | 0.101% | |
| 4/10/2025 | Fermata Advisors LLC | 6,395 | $324K | 0.1% | -25.9% | 0.025% | |
| 4/9/2025 | RFG Advisory LLC | 8,173 | $414K | 0.0% | +17.5% | 0.033% | |
| 4/9/2025 | Merit Financial Group LLC | 5,372 | $272K | 0.0% | -28.0% | 0.021% | |
| 4/9/2025 | PMG Wealth Management Inc. | 69,845 | $3.52M | 3.7% | +2.8% | 0.278% | |
| 4/8/2025 | Rothschild Investment LLC | 1,250 | $63K | 0.0% | +66.7% | 0.005% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 26,510 | $1.34M | 0.6% | +12.0% | 0.106% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 32,240 | $1.62M | 0.0% | +408.5% | 0.133% | |
| 2/17/2025 | Cetera Investment Advisers | 3,993 | $201K | 0.0% | -33.6% | 0.021% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,695 | $287K | 0.0% | N/A | 0.030% | |
| 2/17/2025 | Alteri Wealth LLC | 7,086 | $357K | 0.1% | N/A | 0.037% | |
| 2/14/2025 | Jane Street Group LLC | 58,044 | $2.92M | 0.0% | +209.4% | 0.301% | |
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| 2/14/2025 | Comerica Bank | 9,151 | $461K | 0.0% | +7.2% | 0.047% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 5,740 | $289K | 0.0% | +20.2% | 0.030% | |
| 2/14/2025 | IHT Wealth Management LLC | 41,407 | $2.09M | 0.1% | +64.8% | 0.215% | |
| 2/14/2025 | Stifel Financial Corp | 53,394 | $2.69M | 0.0% | -3.9% | 0.277% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,328 | $369K | 0.0% | N/A | 0.038% | |
| 2/14/2025 | BOS Asset Management LLC | 773,658 | $38.95M | 14.0% | +4.8% | 4.009% | |
| 2/13/2025 | NewEdge Advisors LLC | 29,502 | $1.49M | 0.0% | +133.8% | 0.153% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 15,210 | $766K | 0.1% | N/A | 0.079% | |
| 2/13/2025 | Mariner LLC | 302,684 | $15.24M | 0.0% | +515.7% | 1.568% | |
| 2/13/2025 | TME Financial Inc. | 19,039 | $968K | 0.9% | N/A | 0.099% | |
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