| 5/14/2025 | CreativeOne Wealth LLC | 7,497 | $324K | 0.0% | -4.6% | 0.131% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,888 | $1.42M | 0.0% | -32.9% | 0.574% | |
| 5/13/2025 | HighTower Advisors LLC | 173,955 | $7.51M | 0.0% | -0.5% | 3.036% | |
| 5/12/2025 | WealthPLAN Partners LLC | 88,140 | $3.81M | 0.5% | N/A | 1.538% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 186,105 | $8.04M | 0.8% | N/A | 3.248% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 563,747 | $24.34M | 0.0% | +162.0% | 9.839% | |
| 5/9/2025 | Blair William & Co. IL | 28,341 | $1.22M | 0.0% | -3.4% | 0.495% | |
| 5/8/2025 | Wealthquest Corp | 50,322 | $2.17M | 0.1% | -16.5% | 0.878% | |
| 5/8/2025 | FSA Advisors Inc. | 41,051 | $1.77M | 1.4% | +2.6% | 0.716% | |
| 5/6/2025 | Cetera Investment Advisers | 88,028 | $3.80M | 0.0% | +32.8% | 1.536% | |
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| 5/5/2025 | Blue Bell Private Wealth Management LLC | 52,689 | $2.28M | 0.4% | -2.5% | 0.920% | |
| 5/2/2025 | Sigma Planning Corp | 16,091 | $695K | 0.0% | -14.4% | 0.281% | |
| 4/30/2025 | Cerity Partners LLC | 139,237 | $6.01M | 0.0% | -4.7% | 2.430% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 22,664 | $979K | 0.1% | -34.4% | 0.396% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 56,316 | $2.43M | 0.0% | -6.8% | 0.983% | |
| 4/29/2025 | Penserra Capital Management LLC | 400,143 | $17.28M | 0.3% | +17.2% | 6.983% | |
| 4/29/2025 | Strategic Blueprint LLC | 26,386 | $1.14M | 0.1% | -15.4% | 0.460% | |
| 4/24/2025 | Motiv8 Investments LLC | 53,445 | $2.31M | 1.5% | +14.8% | 0.933% | |
| 4/23/2025 | Spire Wealth Management | 32,384 | $1.40M | 0.0% | +29.2% | 0.565% | |
| 4/23/2025 | Berkshire Money Management Inc. | 36,752 | $1.59M | 0.2% | -7.7% | 0.641% | |
| 4/23/2025 | IMG Wealth Management Inc. | 3,587 | $155K | 0.1% | -7.0% | 0.063% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,607 | $2.14M | 0.0% | -7.8% | 0.866% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 10,149 | $438K | 0.2% | -54.9% | 0.198% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 20,207 | $872K | 0.4% | -5.5% | 0.394% | |
| 4/17/2025 | Sowell Financial Services LLC | 5,957 | $257K | 0.0% | -55.5% | 0.116% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 55,960 | $2.42M | 0.0% | N/A | 1.091% | |
| 4/16/2025 | CRA Financial Services LLC | 7,550 | $326K | 0.1% | -16.6% | 0.147% | |
| 4/16/2025 | Seros Financial LLC | 6,763 | $292K | 0.2% | -22.7% | 0.132% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 263,979 | $11.40M | 3.6% | +2.2% | 5.146% | |
| 4/14/2025 | Farther Finance Advisors LLC | 11,065 | $479K | 0.0% | N/A | 0.216% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 11,957 | $516K | 0.1% | -4.2% | 0.233% | |
| 4/14/2025 | BCS Wealth Management | 20,124 | $869K | 0.2% | -32.1% | 0.392% | |
| 4/14/2025 | City Center Advisors LLC | 12,239 | $528K | 0.6% | +5.1% | 0.239% | |
| 4/10/2025 | Secure Asset Management LLC | 12,730 | $550K | 0.1% | -30.6% | 0.248% | |
| 4/9/2025 | Buska Wealth Management LLC | 7,553 | $326K | 0.1% | -7.6% | 0.147% | |
| 4/8/2025 | Lantz Financial LLC | 37,061 | $1.60M | 0.4% | -1.5% | 0.722% | |
| 4/8/2025 | Rothschild Investment LLC | 89,800 | $3.88M | 0.3% | -1.3% | 1.750% | |
| 4/2/2025 | Marcum Wealth LLC | 23,971 | $1.04M | 0.1% | -84.6% | 0.467% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,507 | $557K | 0.0% | +19.1% | 0.244% | |
| 3/12/2025 | Centaurus Financial Inc. | 4,049 | $180K | 0.0% | -6.7% | 0.082% | |
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| 3/6/2025 | Wood Tarver Financial Group LLC | 986 | $43K | 0.0% | N/A | 0.020% | |
| 3/4/2025 | Buska Wealth Management LLC | 8,176 | $364K | 0.1% | -24.4% | 0.166% | |
| 2/25/2025 | Armis Advisers LLC | 29,810 | $1.33M | 0.2% | N/A | 0.624% | |
| 2/18/2025 | Orion Capital Management LLC | 3,000 | $134K | 0.1% | N/A | 0.063% | |
| 2/18/2025 | Delta Investment Management LLC | 7,409 | $330K | 0.1% | -28.2% | 0.155% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 50,621 | $2.26M | 0.1% | -6.2% | 1.059% | |
| 2/17/2025 | CoreCap Advisors LLC | 13,945 | $621K | 0.0% | -42.8% | 0.292% | |
| 2/17/2025 | Cresset Asset Management LLC | 16,395 | $731K | 0.0% | -10.4% | 0.343% | |
| 2/17/2025 | Cetera Investment Advisers | 66,301 | $2.95M | 0.0% | -9.2% | 1.387% | |
| 2/17/2025 | Chapman Financial Group LLC | 22,546 | $1.01M | 0.8% | N/A | 0.472% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 18,237 | $813K | 0.0% | -32.9% | 0.382% | |
| 2/14/2025 | Three Seasons Wealth LLC | 5,420 | $242K | 0.1% | N/A | 0.113% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 8,385 | $374K | 0.0% | -23.2% | 0.175% | |
| 2/14/2025 | Tradition Wealth Management LLC | 6,041 | $269K | 0.0% | -6.3% | 0.126% | |
| 2/14/2025 | MML Investors Services LLC | 29,330 | $1.31M | 0.0% | -3.7% | 0.614% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,859 | $350K | 0.0% | N/A | 0.164% | |
| 2/13/2025 | Raymond James Financial Inc. | 34,593 | $1.54M | 0.0% | N/A | 0.724% | |
| 2/13/2025 | Advisory Services Network LLC | 7,669 | $342K | 0.0% | N/A | 0.160% | |
| 2/13/2025 | Cerity Partners LLC | 146,146 | $6.51M | 0.0% | -2.1% | 3.057% | |
| 2/13/2025 | Trek Financial LLC | 6,220 | $277K | 0.0% | -11.1% | 0.130% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 60,401 | $2.69M | 0.0% | -7.2% | 1.264% | |
| 2/12/2025 | OLD Mission Capital LLC | 8,641 | $385K | 0.0% | -3.7% | 0.181% | |
| 2/11/2025 | LPL Financial LLC | 27,636 | $1.23M | 0.0% | +1.1% | 0.578% | |
| 2/10/2025 | IMG Wealth Management Inc. | 3,859 | $172K | 0.2% | N/A | 0.081% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 14,879 | $663K | 0.2% | -1.5% | 0.311% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 215,184 | $9.59M | 0.0% | -62.6% | 4.502% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 7,346 | $327K | 0.0% | +46.9% | 0.154% | |
| 2/7/2025 | HighTower Advisors LLC | 174,862 | $7.79M | 0.0% | -7.8% | 3.658% | |
| 2/7/2025 | Acas LLC | 6,840 | $312K | 0.2% | +6.0% | 0.143% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 54,017 | $2.41M | 0.5% | -0.5% | 1.130% | |
| 2/6/2025 | Raymond James Financial Inc. | 34,593 | $1.54M | 0.0% | N/A | 0.724% | |
| 2/6/2025 | Triad Wealth Partners LLC | 4,679 | $208K | 0.1% | N/A | 0.098% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,979 | $266K | 0.0% | -12.2% | 0.125% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 12,770 | $569K | 0.0% | -2.1% | 0.267% | |
| 2/5/2025 | Motiv8 Investments LLC | 46,545 | $2.07M | 1.5% | +23.4% | 0.974% | |
| 2/5/2025 | Whipplewood Advisors LLC | 935 | $42K | 0.0% | N/A | 0.020% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 22,528 | $1.00M | 0.4% | N/A | 0.471% | |
| 2/4/2025 | Rothschild Investment LLC | 91,000 | $4.06M | 0.3% | -3.8% | 1.904% | |
| 2/4/2025 | Integral Investment Advisors Inc. | 258,371 | $11.51M | 3.7% | +2.7% | 5.405% | |
| 1/31/2025 | Truist Financial Corp | 8,447 | $376K | 0.0% | -3.7% | 0.177% | |
| 1/30/2025 | Principal Securities Inc. | 25,158 | $1.12M | 0.0% | +1.0% | 0.526% | |
| 1/29/2025 | Wingate Wealth Advisors Inc. | 7,690 | $343K | 0.3% | N/A | 0.161% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 6,606 | $294K | 0.2% | N/A | 0.138% | |
| 1/27/2025 | Berkshire Money Management Inc. | 39,826 | $1.78M | 0.2% | -53.9% | 0.833% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 34,569 | $1.54M | 0.1% | -1.2% | 0.723% | |
| 1/24/2025 | Spire Wealth Management | 25,067 | $1.12M | 0.0% | -13.4% | 0.524% | |
| 1/23/2025 | FSA Advisors Inc. | 40,007 | $1.75M | 2.1% | -4.6% | 0.837% | |
| 1/23/2025 | Strategic Blueprint LLC | 31,205 | $1.39M | 0.1% | -5.5% | 0.653% | |
| 1/21/2025 | RFG Advisory LLC | 8,934 | $398K | 0.0% | -74.6% | 0.187% | |
| 1/17/2025 | Seros Financial LLC | 8,748 | $365K | 0.3% | N/A | 0.183% | |
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| 1/16/2025 | Wealthquest Corp | 60,278 | $2.69M | 0.2% | -5.6% | 1.261% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 12,481 | $556K | 0.2% | -16.5% | 0.261% | |
| 1/14/2025 | PCA Investment Advisory Services Inc. | 4,945 | $220K | 0.1% | -6.4% | 0.103% | |
| 1/13/2025 | BCS Wealth Management | 29,633 | $1.32M | 0.3% | -2.8% | 0.620% | |
| 1/13/2025 | Heritage Wealth Partners LLC | 6,164 | $275K | 0.3% | -91.2% | 0.129% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 32,161 | $1.43M | 0.1% | -2.9% | 0.673% | |
| 1/13/2025 | Brookstone Capital Management | 12,795 | $570K | 0.0% | -96.6% | 0.268% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 10,531 | $459K | 0.0% | +39.5% | 0.220% | |
| 11/21/2024 | Wealthquest Corp | 63,832 | $2.78M | 0.2% | -9.1% | 1.335% | |
| 11/19/2024 | Barclays PLC | 4,072 | $178K | 0.0% | N/A | 0.085% | |
