| 5/21/2025 | Geneos Wealth Management Inc. | 760 | $34K | 0.0% | -82.8% | 0.006% | |
| 5/19/2025 | Jane Street Group LLC | 21,811 | $962K | 0.0% | N/A | 0.165% | |
| 5/19/2025 | SageView Advisory Group LLC | 121,150 | $5.34M | 0.2% | -30.0% | 0.914% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,966 | $439K | 0.0% | +9.6% | 0.075% | |
| 5/15/2025 | JDM Financial Group LLC | 40,719 | $1.80M | 0.9% | +0.8% | 0.310% | |
| 5/14/2025 | CreativeOne Wealth LLC | 62,044 | $2.74M | 0.1% | +18.7% | 0.472% | |
| 5/14/2025 | Kestra Advisory Services LLC | 45,643 | $2.01M | 0.0% | +7.1% | 0.347% | |
| 5/14/2025 | OFC Financial Planning LLC | 22,104 | $975K | 1.1% | -1.9% | 0.168% | |
| 5/14/2025 | Andina Capital Management LLC | 40,835 | $1.80M | 1.3% | +2.2% | 0.311% | |
| 5/13/2025 | Raymond James Financial Inc. | 248,230 | $10.94M | 0.0% | -18.3% | 1.888% | |
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| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 97,643 | $4.31M | 0.1% | -20.8% | 0.743% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 50,019 | $2.21M | 2.9% | +16.8% | 0.380% | |
| 5/13/2025 | HighTower Advisors LLC | 147,841 | $6.52M | 0.0% | +17.2% | 1.124% | |
| 5/12/2025 | Townsquare Capital LLC | 90,501 | $3.99M | 0.0% | +17.4% | 0.688% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 61,033 | $2.69M | 0.0% | +34.5% | 0.464% | |
| 5/8/2025 | Harbour Investments Inc. | 162,476 | $7.16M | 0.2% | +12.8% | 1.236% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 30,708 | $1.35M | 0.1% | -5.5% | 0.234% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 26,623 | $1.17M | 0.5% | +133.1% | 0.202% | |
| 5/7/2025 | LPL Financial LLC | 858,985 | $37.87M | 0.0% | +39.2% | 6.532% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 5,712 | $252K | 0.0% | +8.8% | 0.043% | |
| 5/7/2025 | Trilogy Capital Inc. | 62,230 | $2.74M | 0.1% | N/A | 0.473% | |
| 5/6/2025 | Cetera Investment Advisers | 382,582 | $16.87M | 0.0% | +15.2% | 2.909% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 100,933 | $4.45M | 0.0% | +16.3% | 0.768% | |
| 5/6/2025 | Arlington Capital Management Inc. | 8,989 | $396K | 0.3% | -48.7% | 0.068% | |
| 5/6/2025 | AE Wealth Management LLC | 66,004 | $2.91M | 0.0% | +16,567.7% | 0.502% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 741 | $33K | 0.0% | -97.0% | 0.006% | |
| 5/5/2025 | IFP Advisors Inc | 5,879 | $259K | 0.0% | +18.8% | 0.045% | |
| 5/5/2025 | Private Advisor Group LLC | 25,821 | $1.14M | 0.0% | -25.3% | 0.196% | |
| 5/2/2025 | Acas LLC | 29,391 | $1.30M | 1.0% | -2.5% | 0.224% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 542,393 | $23.91M | 0.5% | -66.7% | 4.125% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 38,263 | $1.69M | 0.3% | +13.9% | 0.291% | |
| 5/2/2025 | Sigma Planning Corp | 6,957 | $307K | 0.0% | -51.0% | 0.053% | |
| 5/1/2025 | Diversify Wealth Management LLC | 29,703 | $1.30M | 0.1% | +4.8% | 0.226% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 37,447 | $1.65M | 1.2% | -2.4% | 0.285% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 11,396 | $502K | 0.0% | N/A | 0.087% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 29,546 | $1.30M | 0.0% | N/A | 0.225% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,068,512 | $47.11M | 0.0% | +3.9% | 8.126% | |
| 4/29/2025 | Bank of New York Mellon Corp | 13,391 | $590K | 0.0% | N/A | 0.102% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,939 | $262K | 0.0% | -4.6% | 0.045% | |
| 4/29/2025 | Brookstone Capital Management | 124,874 | $5.51M | 0.1% | -8.2% | 0.950% | |
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| 4/29/2025 | Onyx Bridge Wealth Group LLC | 9,750 | $430K | 0.1% | N/A | 0.074% | |
| 4/28/2025 | Mutual Advisors LLC | 194,672 | $8.51M | 0.2% | +5.9% | 1.480% | |
| 4/28/2025 | Weaver Consulting Group | 15,206 | $670K | 0.2% | N/A | 0.116% | |
| 4/25/2025 | Sovran Advisors LLC | 92,853 | $3.96M | 0.5% | -24.6% | 0.706% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,110 | $49K | 0.0% | +100.0% | 0.008% | |
| 4/23/2025 | Guardian Financial Partners LLC | 90,657 | $4.00M | 1.9% | -3.8% | 0.697% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 169,918 | $7.49M | 0.0% | -2.6% | 1.307% | |
| 4/22/2025 | Applied Capital LLC | 9,020 | $398K | 0.2% | -42.5% | 0.069% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 5,269 | $232K | 0.2% | -8.1% | 0.041% | |
| 4/22/2025 | Advisor Resource Council | 11,783 | $520K | 0.0% | -33.8% | 0.091% | |
| 4/21/2025 | LifeWealth Investments LLC | 178,442 | $7.87M | 3.2% | N/A | 1.373% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,339 | $235K | 0.0% | -92.0% | 0.041% | |
| 4/16/2025 | Southland Equity Partners LLC | 52,684 | $2.32M | 0.5% | -2.9% | 0.405% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 47,491 | $2.09M | 0.0% | -11.4% | 0.365% | |
| 4/16/2025 | Seros Financial LLC | 73,890 | $3.26M | 2.4% | +9.6% | 0.568% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 11,169 | $492K | 0.1% | +10.8% | 0.086% | |
| 4/15/2025 | Focus Financial Network Inc. | 60,126 | $2.65M | 0.1% | +12.2% | 0.463% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 8,414 | $371K | 0.1% | +7.0% | 0.065% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 20,747 | $915K | 0.0% | +3.9% | 0.160% | |
| 4/14/2025 | City Center Advisors LLC | 21,924 | $967K | 1.1% | -5.9% | 0.169% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 27,525 | $1.21M | 0.2% | +4.3% | 0.212% | |
| 4/11/2025 | GGM Financials LLC | 486,687 | $21.46M | 14.7% | N/A | 3.744% | |
| 4/11/2025 | KFG Wealth Management LLC | 406,844 | $17.94M | 3.3% | +1.6% | 3.130% | |
| 4/10/2025 | Diligent Investors LLC | 42,890 | $1.89M | 0.5% | -1.3% | 0.330% | |
| 4/10/2025 | Channel Wealth LLC | 96,250 | $4.24M | 1.3% | +1.7% | 0.740% | |
| 4/9/2025 | Buska Wealth Management LLC | 108,318 | $4.78M | 1.5% | -1.0% | 0.833% | |
| 4/9/2025 | Merit Financial Group LLC | 63,322 | $2.79M | 0.0% | N/A | 0.487% | |
| 4/9/2025 | Milestone Asset Management LLC | 49,317 | $2.17M | 0.5% | +0.5% | 0.379% | |
| 4/9/2025 | NBC Securities Inc. | 934 | $41K | 0.0% | N/A | 0.007% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 53,620 | $2.41M | 0.0% | +25.3% | 0.426% | |
| 3/4/2025 | Buska Wealth Management LLC | 109,407 | $4.91M | 1.6% | -9.9% | 0.904% | |
| 2/26/2025 | Advisor Resource Council | 17,796 | $799K | 0.6% | N/A | 0.178% | |
| 2/25/2025 | Armis Advisers LLC | 14,327 | $643K | 0.1% | N/A | 0.143% | |
| 2/18/2025 | JDM Financial Group LLC | 40,415 | $1.82M | 0.9% | +14.5% | 0.404% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 55,986 | $2.51M | 0.4% | +0.4% | 0.560% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 15,360 | $690K | 0.5% | N/A | 0.154% | |
| 2/17/2025 | Visionary Wealth Advisors | 92,141 | $4.14M | 0.2% | +1.3% | 0.921% | |
| 2/17/2025 | CoreCap Advisors LLC | 11,155 | $501K | 0.0% | +8.2% | 0.112% | |
| 2/17/2025 | Cetera Investment Advisers | 332,071 | $14.91M | 0.0% | +5.4% | 3.321% | |
| 2/17/2025 | Citadel Advisors LLC | 4,625 | $208K | 0.0% | -79.7% | 0.046% | |
| 2/17/2025 | Captrust Financial Advisors | 15,500 | $696K | 0.0% | +7.7% | 0.155% | |
| 2/17/2025 | Chapman Financial Group LLC | 2,746 | $123K | 0.1% | N/A | 0.027% | |
| 2/14/2025 | Bellwether Advisors LLC | 10,596 | $476K | 0.1% | +26.2% | 0.106% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 6,851 | $308K | 0.0% | +49.3% | 0.069% | |
| 2/14/2025 | MML Investors Services LLC | 75,912 | $3.41M | 0.0% | +68.1% | 0.759% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 108,946 | $4.89M | 1.5% | +4.6% | 1.089% | |
| 2/13/2025 | NewEdge Advisors LLC | 9,091 | $408K | 0.0% | -41.8% | 0.091% | |
| 2/13/2025 | CreativeOne Wealth LLC | 52,264 | $2.35M | 0.1% | +27.1% | 0.523% | |
| 2/13/2025 | SageView Advisory Group LLC | 173,164 | $7.78M | 0.3% | -27.2% | 1.732% | |
| 2/13/2025 | Townsquare Capital LLC | 77,106 | $3.46M | 0.0% | +2.0% | 0.771% | |
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| 2/13/2025 | Advisory Services Network LLC | 44,369 | $1.99M | 0.0% | -0.9% | 0.444% | |
| 2/13/2025 | Trek Financial LLC | 9,581 | $430K | 0.0% | +5.5% | 0.096% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,028,312 | $46.18M | 0.0% | -0.4% | 10.283% | |
| 2/12/2025 | OLD Mission Capital LLC | 50,219 | $2.26M | 0.0% | N/A | 0.502% | |
| 2/12/2025 | Hazlett Burt & Watson Inc. | 24,841 | $1.12M | 0.5% | +63.8% | 0.248% | |
| 2/12/2025 | Arlington Capital Management Inc. | 17,512 | $786K | 0.5% | +11.1% | 0.175% | |
| 2/11/2025 | LPL Financial LLC | 617,165 | $27.72M | 0.0% | +44.0% | 6.172% | |
| 2/10/2025 | IMG Wealth Management Inc. | 6,953 | $312K | 0.3% | N/A | 0.070% | |
| 2/10/2025 | GWN Securities Inc. | 42,962 | $1.93M | 0.5% | N/A | 0.430% | |
| 2/10/2025 | Collaborative Wealth Managment Inc. | 11,420 | $513K | 0.2% | N/A | 0.114% | |
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