| 5/16/2025 | Stuart Chaussee & Associates Inc. | 112,200 | $5.23M | 1.3% | +2.9% | 1.810% | |
| 5/15/2025 | OLD Mission Capital LLC | 12,161 | $567K | 0.0% | N/A | 0.196% | |
| 5/14/2025 | CreativeOne Wealth LLC | 8,631 | $402K | 0.0% | +21.8% | 0.137% | |
| 5/14/2025 | Orion Capital Management LLC | 9,960 | $464K | 0.2% | -23.9% | 0.158% | |
| 5/14/2025 | Kestra Advisory Services LLC | 50,176 | $2.34M | 0.0% | +28.2% | 0.796% | |
| 5/14/2025 | M Holdings Securities Inc. | 10,232 | $477K | 0.1% | N/A | 0.162% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 96,419 | $4.50M | 0.0% | +8,860.9% | 1.530% | |
| 5/13/2025 | HighTower Advisors LLC | 165,000 | $7.69M | 0.0% | +14.0% | 2.619% | |
| 5/12/2025 | Townsquare Capital LLC | 16,610 | $775K | 0.0% | +1.3% | 0.264% | |
| 5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 8,200 | $382K | 0.2% | N/A | 0.130% | |
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| 5/9/2025 | Commonwealth Equity Services LLC | 550,190 | $25.66M | 0.0% | +323.1% | 8.733% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 13,025 | $607K | 0.3% | -6.0% | 0.207% | |
| 5/8/2025 | Arkadios Wealth Advisors | 16,749 | $781K | 0.0% | N/A | 0.266% | |
| 5/8/2025 | FSA Advisors Inc. | 39,707 | $1.85M | 1.5% | +18.3% | 0.630% | |
| 5/7/2025 | Bellwether Advisors LLC | 38,481 | $1.79M | 0.4% | -0.6% | 0.611% | |
| 5/7/2025 | LPL Financial LLC | 88,325 | $4.12M | 0.0% | +21.8% | 1.402% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 6,634 | $309K | 0.0% | -10.2% | 0.105% | |
| 5/6/2025 | Cetera Investment Advisers | 151,484 | $7.06M | 0.0% | +20.9% | 2.405% | |
| 5/6/2025 | Opes Wealth Management LLC | 54,995 | $2.57M | 0.5% | +0.8% | 0.873% | |
| 5/6/2025 | AE Wealth Management LLC | 2,557 | $119K | 0.0% | -17.0% | 0.041% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 47,489 | $2.22M | 0.4% | +89.9% | 0.754% | |
| 5/5/2025 | IFP Advisors Inc | 2,944 | $137K | 0.0% | +79.1% | 0.047% | |
| 5/2/2025 | Sigma Planning Corp | 11,388 | $531K | 0.0% | -8.3% | 0.181% | |
| 4/30/2025 | Cerity Partners LLC | 52,579 | $2.45M | 0.0% | +7.2% | 0.835% | |
| 4/30/2025 | Trek Financial LLC | 9,411 | $439K | 0.0% | +34.7% | 0.149% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 13,566 | $633K | 0.0% | +2.3% | 0.215% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 126,433 | $5.90M | 0.2% | -5.6% | 2.007% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 77,990 | $3.64M | 0.0% | +35.9% | 1.238% | |
| 4/29/2025 | Penserra Capital Management LLC | 375,899 | $17.53M | 0.3% | +17.2% | 5.967% | |
| 4/29/2025 | Macroview Investment Management LLC | 27,435 | $1.28M | 1.2% | N/A | 0.435% | |
| 4/29/2025 | Strategic Blueprint LLC | 31,453 | $1.47M | 0.1% | +107.9% | 0.499% | |
| 4/29/2025 | Brookstone Capital Management | 484,754 | $22.61M | 0.3% | +3,413.5% | 7.695% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 133,897 | $6.24M | 0.9% | N/A | 2.125% | |
| 4/28/2025 | Weaver Consulting Group | 4,765 | $222K | 0.1% | N/A | 0.076% | |
| 4/25/2025 | Crown Wealth Group LLC | 89,582 | $4.18M | 2.2% | -73.2% | 1.422% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 6,367 | $297K | 0.1% | -5.7% | 0.101% | |
| 4/24/2025 | Motiv8 Investments LLC | 49,797 | $2.32M | 1.5% | +13.7% | 0.790% | |
| 4/23/2025 | Spire Wealth Management | 16,739 | $781K | 0.0% | +221.4% | 0.266% | |
| 4/23/2025 | Berkshire Money Management Inc. | 23,582 | $1.10M | 0.1% | +1.4% | 0.374% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,013 | $1.49M | 0.0% | +13.8% | 0.508% | |
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| 4/17/2025 | Sagespring Wealth Partners LLC | 5,690 | $265K | 0.0% | N/A | 0.089% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 97,908 | $4.57M | 0.0% | N/A | 1.535% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,196 | $755K | 0.0% | +4.2% | 0.254% | |
| 4/15/2025 | Chris Bulman Inc | 9,530 | $444K | 0.3% | N/A | 0.149% | |
| 4/15/2025 | Focus Financial Network Inc. | 15,666 | $731K | 0.0% | +27.0% | 0.246% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 248,949 | $11.61M | 3.7% | +3.4% | 3.902% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 6,087 | $284K | 0.1% | +43.2% | 0.095% | |
| 4/14/2025 | City Center Advisors LLC | 11,283 | $526K | 0.6% | +3.6% | 0.177% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 74,415 | $3.47M | 1.6% | -3.1% | 1.166% | |
| 4/9/2025 | RFG Advisory LLC | 9,310 | $434K | 0.0% | -24.1% | 0.146% | |
| 4/9/2025 | Cypress Financial Planning LLC | 6,981 | $326K | 0.1% | -13.5% | 0.109% | |
| 4/8/2025 | Lantz Financial LLC | 22,660 | $1.06M | 0.3% | +12.8% | 0.355% | |
| 4/2/2025 | Marcum Wealth LLC | 157,366 | $7.34M | 0.6% | +357.7% | 2.467% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,547 | $745K | 0.0% | N/A | 0.246% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 4,009 | $192K | 0.1% | N/A | 0.065% | |
| 2/25/2025 | Armis Advisers LLC | 25,062 | $1.20M | 0.1% | N/A | 0.412% | |
| 2/18/2025 | Sunbelt Securities Inc. | 18,865 | $904K | 0.1% | -10.3% | 0.310% | |
| 2/18/2025 | Orion Capital Management LLC | 13,086 | $627K | 0.3% | -12.1% | 0.215% | |
| 2/18/2025 | First Heartland Consultants Inc. | 4,354 | $209K | 0.0% | -7.2% | 0.072% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 12,055 | $578K | 0.0% | +2.2% | 0.198% | |
| 2/17/2025 | CoreCap Advisors LLC | 30,002 | $1.44M | 0.1% | -29.5% | 0.493% | |
| 2/17/2025 | Cetera Investment Advisers | 125,271 | $6.01M | 0.0% | +51.1% | 2.060% | |
| 2/17/2025 | Citadel Advisors LLC | 7,649 | $367K | 0.0% | -41.1% | 0.126% | |
| 2/17/2025 | Chapman Financial Group LLC | 1,000 | $48K | 0.0% | N/A | 0.016% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 10,809 | $518K | 0.0% | +150.2% | 0.178% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 13,079 | $627K | 0.0% | -31.8% | 0.215% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 42,145 | $2.02M | 0.5% | -1.3% | 0.693% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,086 | $340K | 0.0% | N/A | 0.117% | |
| 2/13/2025 | Barclays PLC | 791 | $38K | 0.0% | +359.9% | 0.013% | |
| 2/13/2025 | SageView Advisory Group LLC | 4,475 | $215K | 0.0% | N/A | 0.074% | |
| 2/13/2025 | Townsquare Capital LLC | 16,398 | $786K | 0.0% | -14.3% | 0.270% | |
| 2/13/2025 | Raymond James Financial Inc. | 55,564 | $2.66M | 0.0% | N/A | 0.914% | |
| 2/13/2025 | Cerity Partners LLC | 49,034 | $2.35M | 0.0% | +33.7% | 0.806% | |
| 2/13/2025 | Trek Financial LLC | 6,989 | $335K | 0.0% | -17.5% | 0.115% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 57,367 | $2.75M | 0.0% | -18.6% | 0.944% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 12,156 | $583K | 0.2% | +10.3% | 0.200% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 130,041 | $6.24M | 0.0% | -72.3% | 2.139% | |
| 2/7/2025 | HighTower Advisors LLC | 144,755 | $6.94M | 0.0% | -2.1% | 2.381% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 25,009 | $1.20M | 0.2% | -10.8% | 0.411% | |
| 2/6/2025 | Raymond James Financial Inc. | 55,564 | $2.66M | 0.0% | N/A | 0.914% | |
| 2/6/2025 | Vantage Financial Partners LLC | 6,502 | $312K | 0.1% | -16.1% | 0.107% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,076 | $52K | 0.0% | +341.0% | 0.018% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 12,189 | $584K | 0.0% | +4.0% | 0.200% | |
| 2/5/2025 | Crown Wealth Group LLC | 334,872 | $16.06M | 6.5% | -1.2% | 5.508% | |
| 2/5/2025 | Motiv8 Investments LLC | 43,793 | $2.10M | 1.5% | +24.3% | 0.720% | |
| 2/5/2025 | Whipplewood Advisors LLC | 1,180 | $57K | 0.0% | N/A | 0.019% | |
| 2/4/2025 | Integral Investment Advisors Inc. | 240,807 | $11.55M | 3.7% | +2.5% | 3.961% | |
| 2/3/2025 | Sigma Planning Corp | 12,412 | $595K | 0.0% | -52.5% | 0.204% | |
| 1/30/2025 | Opes Wealth Management LLC | 54,565 | $2.62M | 0.5% | -2.4% | 0.897% | |
| 1/30/2025 | Principal Securities Inc. | 1,255 | $60K | 0.0% | +38.4% | 0.021% | |
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| 1/30/2025 | DHJJ Financial Advisors Ltd. | 64,547 | $3.10M | 1.2% | -10.8% | 1.062% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 13,256 | $636K | 0.0% | -29.0% | 0.218% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 133,884 | $6.42M | 0.2% | -13.8% | 2.202% | |
| 1/24/2025 | My Personal CFO LLC | 46,505 | $2.23M | 1.1% | -1.1% | 0.765% | |
| 1/21/2025 | RFG Advisory LLC | 12,267 | $588K | 0.0% | -67.3% | 0.202% | |
| 1/17/2025 | Secure Asset Management LLC | 6,345 | $304K | 0.0% | -3.8% | 0.104% | |
| 1/17/2025 | Seros Financial LLC | 124,477 | $5.61M | 5.1% | N/A | 2.047% | |
| 1/17/2025 | Mutual Advisors LLC | 4,426 | $214K | 0.0% | N/A | 0.073% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 76,815 | $3.68M | 1.8% | -8.5% | 1.263% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 4,251 | $204K | 0.1% | N/A | 0.070% | |
