| 6/2/2025 | Modern Wealth Management LLC | 6,492 | $204K | 0.0% | N/A | 0.014% | |
| 5/22/2025 | Mattson Financial Services LLC | 5,598 | $176K | 0.1% | N/A | 0.012% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,734 | $1.40M | 0.1% | N/A | 0.099% | |
| 5/20/2025 | Integrity Alliance LLC. | 39,282 | $1.23M | 0.0% | N/A | 0.087% | |
| 5/19/2025 | Jane Street Group LLC | 33,000 | $1.04M | 0.0% | N/A | 0.073% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 27,873 | $875K | 0.1% | +129.4% | 0.061% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 54,797 | $1.72M | 0.0% | +9.0% | 0.121% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 41,432 | $1.30M | 0.0% | N/A | 0.091% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 99,113 | $3.11M | 2.2% | +3,617.7% | 0.219% | |
| 5/16/2025 | NewEdge Advisors LLC | 47,367 | $1.49M | 0.0% | +17.1% | 0.104% | |
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| 5/16/2025 | AQR Capital Management LLC | 11,070 | $347K | 0.0% | N/A | 0.024% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 135,839 | $4.26M | 1.4% | +23.5% | 0.300% | |
| 5/15/2025 | Insight Wealth Partners LLC | 12,372 | $388K | 0.1% | N/A | 0.027% | |
| 5/14/2025 | Triad Wealth Partners LLC | 19,416 | $609K | 0.2% | +93.6% | 0.043% | |
| 5/14/2025 | Freedom Investment Management Inc. | 10,171 | $319K | 0.0% | +20.7% | 0.023% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,347 | $42K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 348,852 | $10.95M | 0.1% | +9.3% | 0.802% | |
| 5/14/2025 | D.B. Root & Company LLC | 6,929 | $217K | 0.1% | -5.9% | 0.016% | |
| 5/14/2025 | Capital Analysts LLC | 51,650 | $1.62M | 0.1% | -1.1% | 0.119% | |
| 5/14/2025 | Tradition Wealth Management LLC | 12,665 | $397K | 0.0% | N/A | 0.029% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,840,764 | $57.76M | 0.0% | +131.6% | 4.234% | |
| 5/13/2025 | Compass Advisory Group LLC | 699,626 | $21.95M | 7.6% | +6.8% | 1.609% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 213,755 | $6.71M | 4.1% | +38.1% | 0.492% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 7,295 | $229K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | HighTower Advisors LLC | 40,417 | $1.27M | 0.0% | +13.8% | 0.093% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 793,566 | $24.91M | 2.0% | +23.5% | 1.825% | |
| 5/12/2025 | Townsquare Capital LLC | 165,428 | $5.19M | 0.1% | -0.4% | 0.380% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 12,916 | $405K | 0.3% | N/A | 0.030% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 57,472 | $1.80M | 1.8% | -1.0% | 0.132% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 251,623 | $7.90M | 0.1% | +10.5% | 0.579% | |
| 5/9/2025 | Encompass More Asset Management | 23,657 | $742K | 0.2% | +55.4% | 0.054% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 407,931 | $12.80M | 7.4% | +3.2% | 0.938% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,059,425 | $33.25M | 0.0% | -4.6% | 2.437% | |
| 5/9/2025 | Novus Advisors LLC | 6,878 | $216K | 0.2% | N/A | 0.016% | |
| 5/8/2025 | Wealthquest Corp | 3,442,846 | $108.04M | 4.8% | +11.8% | 7.918% | |
| 5/8/2025 | Harbour Investments Inc. | 454,517 | $14.26M | 0.4% | +173.7% | 1.045% | |
| 5/7/2025 | PTM Wealth Management LLC | 289,663 | $8.79M | 8.5% | N/A | 0.666% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 208,238 | $6.54M | 0.1% | +4.6% | 0.479% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 20,982 | $658K | 0.1% | +37.5% | 0.048% | |
| 5/7/2025 | Vantage Financial Partners LLC | 37,212 | $1.17M | 0.3% | +30.6% | 0.086% | |
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| 5/7/2025 | LPL Financial LLC | 121,498 | $3.81M | 0.0% | +16.8% | 0.279% | |
| 5/7/2025 | Brown Wealth Management LLC | 133,947 | $4.20M | 1.4% | -3.1% | 0.308% | |
| 5/7/2025 | First Heartland Consultants Inc. | 23,116 | $725K | 0.1% | +4.7% | 0.053% | |
| 5/7/2025 | Keystone Financial Group Inc. | 25,099 | $791K | 0.6% | N/A | 0.058% | |
| 5/6/2025 | Cetera Investment Advisers | 711,538 | $22.33M | 0.0% | -7.3% | 1.636% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,427 | $359K | 0.0% | -69.2% | 0.026% | |
| 5/6/2025 | Brookwood Investment Group LLC | 30,812 | $967K | 0.2% | N/A | 0.071% | |
| 5/6/2025 | Arlington Capital Management Inc. | 473,139 | $14.85M | 11.3% | N/A | 1.088% | |
| 5/6/2025 | AE Wealth Management LLC | 179,472 | $5.63M | 0.0% | +1,079.3% | 0.413% | |
| 5/6/2025 | Triumph Capital Management | 54,886 | $1.72M | 0.6% | -2.3% | 0.126% | |
| 5/6/2025 | WorthPointe LLC | 12,094 | $380K | 0.2% | +50.6% | 0.028% | |
| 5/5/2025 | PCA Investment Advisory Services Inc. | 12,800 | $402K | 0.2% | +8.5% | 0.029% | |
| 5/5/2025 | IFP Advisors Inc | 3,247 | $102K | 0.0% | N/A | 0.007% | |
| 5/5/2025 | Pachira Investments Inc. | 34,846 | $1.09M | 0.8% | +138.2% | 0.080% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 240,997 | $7.56M | 2.8% | N/A | 0.554% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 351,453 | $11.03M | 0.2% | +98.8% | 0.808% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 8,948 | $281K | 0.1% | N/A | 0.021% | |
| 5/2/2025 | Larson Financial Group LLC | 1,917 | $60K | 0.0% | N/A | 0.004% | |
| 5/2/2025 | Sigma Planning Corp | 193,778 | $6.08M | 0.2% | +2.9% | 0.446% | |
| 5/1/2025 | CWM LLC | 463,447 | $14.54M | 0.1% | +111.8% | 1.066% | |
| 5/1/2025 | Nikulski Financial Inc. | 6,980 | $219K | 0.1% | N/A | 0.016% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 13,207 | $414K | 0.4% | N/A | 0.030% | |
| 4/30/2025 | Code Waechter LLC | 84,746 | $2.66M | 2.2% | N/A | 0.195% | |
| 4/30/2025 | CFO4Life Group LLC | 34,692 | $1.09M | 0.2% | N/A | 0.080% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 28,691 | $900K | 0.2% | +54.1% | 0.066% | |
| 4/30/2025 | Trek Financial LLC | 128,425 | $4.03M | 0.3% | -2.1% | 0.295% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 349,766 | $10.98M | 0.6% | +724.2% | 0.804% | |
| 4/30/2025 | Stratos Investment Management LLC | 170,122 | $5.34M | 0.3% | N/A | 0.391% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 80,826 | $2.54M | 0.1% | +169.7% | 0.186% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,834,621 | $57.57M | 0.0% | +15.3% | 4.219% | |
| 4/29/2025 | World Investment Advisors | 105,302 | $3.30M | 0.1% | -3.4% | 0.242% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 109,277 | $3.43M | 0.3% | +107.1% | 0.251% | |
| 4/29/2025 | Strategic Blueprint LLC | 225,077 | $7.06M | 0.4% | +4.4% | 0.518% | |
| 4/29/2025 | Brookstone Capital Management | 609,619 | $19.13M | 0.3% | +2.1% | 1.402% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 28,800 | $904K | 0.0% | +12.1% | 0.066% | |
| 4/29/2025 | 4J Wealth Management LLC | 65,597 | $2.06M | 1.6% | N/A | 0.151% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 76,306 | $2.39M | 0.2% | +2.2% | 0.175% | |
| 4/28/2025 | Mutual Advisors LLC | 248,451 | $7.80M | 0.2% | +1.6% | 0.571% | |
| 4/28/2025 | Cannon Advisors Inc. | 67,660 | $2.12M | 2.0% | -0.6% | 0.156% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 11,200 | $351K | 0.1% | N/A | 0.026% | |
| 4/28/2025 | Swmg LLC | 26,768 | $840K | 0.3% | +7.7% | 0.062% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 10,464 | $328K | 0.0% | N/A | 0.024% | |
| 4/28/2025 | Rovin Capital UT ADV | 82,289 | $2.58M | 0.8% | +15.0% | 0.189% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 11,731 | $368K | 0.0% | -44.0% | 0.027% | |
| 4/25/2025 | Crown Wealth Group LLC | 712,329 | $22.35M | 11.6% | +11.8% | 1.638% | |
| 4/25/2025 | Sovran Advisors LLC | 232,792 | $7.21M | 0.9% | +6.6% | 0.535% | |
| 4/24/2025 | Cambridge Advisors Inc. | 9,554 | $300K | 0.1% | N/A | 0.022% | |
| 4/24/2025 | Capasso Planning Partners LLC | 24,191 | $759K | 0.3% | +26.5% | 0.056% | |
| 4/23/2025 | Balance Wealth LLC | 21,396 | $671K | 0.4% | N/A | 0.049% | |
| 4/23/2025 | Archford Capital Strategies LLC | 55,107 | $1.73M | 0.3% | N/A | 0.127% | |
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| 4/23/2025 | Continuum Advisory LLC | 16,504 | $518K | 0.1% | +101.8% | 0.038% | |
| 4/22/2025 | Palumbo Wealth Management LLC | 29,421 | $923K | 0.3% | +313.0% | 0.068% | |
| 4/22/2025 | Prairie Wealth Advisors Inc. | 220,581 | $6.92M | 3.4% | +131.4% | 0.507% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 90,709 | $2.85M | 0.0% | +7.0% | 0.209% | |
| 4/22/2025 | Madison Wealth Partners Inc | 41,501 | $1.30M | 0.3% | +16.9% | 0.095% | |
| 4/22/2025 | Applied Capital LLC | 21,059 | $661K | 0.3% | +109.2% | 0.048% | |
| 4/21/2025 | Blue Trust Inc. | 36,060 | $1.13M | 0.0% | +21.4% | 0.085% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,883 | $624K | 0.1% | +11.6% | 0.047% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 25,362 | $796K | 0.0% | N/A | 0.060% | |
| 4/17/2025 | RiverTree Advisors LLC | 31,866 | $1M | 0.7% | -1.7% | 0.075% | |
