| 5/2/2025 | Sachetta LLC | 26,961 | $1.08M | 0.4% | +1.0% | 0.030% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 6,679,781 | $266.99M | 3.8% | +19.7% | 7.439% | |
| 5/2/2025 | Allen Capital Group LLC | 9,388 | $375K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | Larson Financial Group LLC | 7,365 | $294K | 0.0% | +4.2% | 0.008% | |
| 5/2/2025 | Accredited Investor Services LLC | 427,111 | $17.07M | 14.3% | +0.2% | 0.476% | |
| 5/2/2025 | Sigma Planning Corp | 105,376 | $4.21M | 0.1% | +10.3% | 0.117% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 90,682 | $3.63M | 0.7% | +35.0% | 0.101% | |
| 5/1/2025 | Florida Financial Advisors LLC | 7,716 | $308K | 0.1% | -42.8% | 0.009% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 10,918 | $436K | 0.4% | +22.4% | 0.012% | |
| 5/1/2025 | CWM LLC | 715,256 | $28.59M | 0.1% | +34.0% | 0.796% | |
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| 5/1/2025 | Fort Sheridan Advisors LLC | 6,430 | $257K | 0.0% | +25.3% | 0.007% | |
| 5/1/2025 | Fifth Third Securities Inc. | 11,627 | $465K | 0.0% | -12.2% | 0.013% | |
| 4/30/2025 | Cerity Partners LLC | 5,162 | $206K | 0.0% | N/A | 0.006% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 43,354 | $1.73M | 0.1% | +11.9% | 0.048% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 577,346 | $23.08M | 0.0% | +29.1% | 0.643% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 36,412 | $1.46M | 0.1% | +8.3% | 0.041% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,741 | $589K | 0.0% | +176.7% | 0.016% | |
| 4/29/2025 | Sequent Asset Management LLC | 31,173 | $1.25M | 0.7% | +190.5% | 0.035% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,987 | $200K | 0.0% | +10.7% | 0.006% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 45,279 | $1.81M | 0.3% | N/A | 0.050% | |
| 4/28/2025 | Mutual Advisors LLC | 41,949 | $1.70M | 0.0% | -6.2% | 0.047% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 15,924 | $636K | 0.2% | N/A | 0.018% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 50,173 | $2.01M | 0.2% | +5.7% | 0.056% | |
| 4/25/2025 | CHURCHILL MANAGEMENT Corp | 34,185 | $1.37M | 0.0% | -2.6% | 0.039% | |
| 4/25/2025 | Essex Financial Services Inc. | 97,436 | $3.90M | 0.3% | +24.0% | 0.111% | |
| 4/25/2025 | Meridian Financial LLC | 18,029 | $721K | 0.5% | -3.7% | 0.021% | |
| 4/25/2025 | Sovran Advisors LLC | 84,867 | $3.17M | 0.4% | +82.8% | 0.097% | |
| 4/25/2025 | Salus Financial Advisors LLC | 175,245 | $7.01M | 5.3% | N/A | 0.199% | |
| 4/24/2025 | Sunbelt Securities Inc. | 19,548 | $781K | 0.1% | +4.8% | 0.022% | |
| 4/24/2025 | Centerline Wealth Advisors LLC | 386,543 | $15.45M | 9.2% | -2.4% | 0.440% | |
| 4/24/2025 | Hicks Capital Management LLC | 35,964 | $1.44M | 1.9% | N/A | 0.041% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 9,929 | $371K | 0.1% | N/A | 0.011% | |
| 4/24/2025 | Victrix Investment Advisors | 5,980 | $239K | 0.1% | N/A | 0.007% | |
| 4/23/2025 | SOL Capital Management CO | 10,830 | $433K | 0.0% | +58.6% | 0.012% | |
| 4/23/2025 | Wealth Effects LLC | 10,061 | $402K | 0.2% | +11.7% | 0.011% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 430,327 | $17.20M | 3.3% | +8.7% | 0.489% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 394,612 | $15.77M | 0.1% | +10.2% | 0.449% | |
| 4/22/2025 | Childress Capital Advisors LLC | 68,490 | $2.74M | 0.8% | -39.4% | 0.078% | |
| 4/21/2025 | CLG LLC | 57,968 | $2.32M | 0.8% | +146.2% | 0.066% | |
| 4/21/2025 | United Advisor Group LLC | 5,461 | $218K | 0.0% | +10.8% | 0.006% | |
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| 4/21/2025 | Johnson Investment Counsel Inc. | 6,762 | $270K | 0.0% | -25.3% | 0.008% | |
| 4/21/2025 | PUREfi Wealth LLC | 18,055 | $722K | 0.7% | +44.3% | 0.021% | |
| 4/21/2025 | MN Wealth Advisors LLC | 70,077 | $2.80M | 1.6% | N/A | 0.080% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 9,198 | $368K | 0.1% | -8.3% | 0.010% | |
| 4/18/2025 | Bfsg LLC | 123,654 | $4.94M | 0.6% | +5.5% | 0.141% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 6,194,027 | $247.58M | 2.4% | +16.8% | 7.044% | |
| 4/17/2025 | Variant Private Wealth LLC | 102,764 | $4.11M | 4.4% | N/A | 0.117% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 160,928 | $6.43M | 0.0% | -8.3% | 0.183% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 117,834 | $4.71M | 0.3% | +18.4% | 0.134% | |
| 4/17/2025 | Keystone Wealth Services LLC | 90,122 | $3.60M | 1.0% | -0.9% | 0.102% | |
| 4/17/2025 | Fairvoy Private Wealth LLC | 33,512 | $1.34M | 0.4% | +30.4% | 0.038% | |
| 4/16/2025 | CRA Financial Services LLC | 44,114 | $1.76M | 0.3% | +40.5% | 0.050% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 234,090 | $9.36M | 0.0% | +48.3% | 0.266% | |
| 4/16/2025 | Sowa Financial Group Inc. | 477,084 | $19.07M | 12.5% | +6.3% | 0.543% | |
| 4/15/2025 | MV Capital Management Inc. | 222,186 | $8.88M | 1.0% | -5.6% | 0.253% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 7,054 | $282K | 0.0% | +8.6% | 0.008% | |
| 4/14/2025 | Investment Advisory Group LLC | 17,905 | $716K | 0.2% | -3.7% | 0.020% | |
| 4/14/2025 | Dentgroup LLC | 26,665 | $1.07M | 0.8% | +8.0% | 0.030% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 16,067 | $642K | 0.1% | +4.9% | 0.018% | |
| 4/11/2025 | Unique Wealth LLC | 308,038 | $12.31M | 2.3% | +105.2% | 0.350% | |
| 4/10/2025 | Sugar Maple Asset Management LLC | 20,948 | $837K | 0.7% | N/A | 0.024% | |
| 4/9/2025 | Roxbury Financial LLC | 87,540 | $3.50M | 3.6% | +7.2% | 0.100% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 5,343 | $214K | 0.0% | +16.6% | 0.006% | |
| 4/9/2025 | Advance Capital Management Inc. | 5,436 | $217K | 0.0% | N/A | 0.006% | |
| 4/1/2025 | Hobart Private Capital LLC | 18,576 | $742K | 0.2% | +16.3% | 0.021% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 157,895 | $7.30M | 0.0% | +33.3% | 0.179% | |
| 2/27/2025 | Carolinas Wealth Consulting LLC | 53,951 | $2.50M | 0.4% | -6.7% | 0.142% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 56,370 | $2.61M | 0.1% | +9.9% | 0.149% | |
| 2/24/2025 | United Advisor Group LLC | 4,927 | $228K | 0.0% | N/A | 0.013% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 46,110 | $2.13M | 0.1% | +3.0% | 0.122% | |
| 2/18/2025 | Western Wealth Management LLC | 10,880 | $503K | 0.2% | -2.0% | 0.029% | |
| 2/18/2025 | Sunbelt Securities Inc. | 18,645 | $872K | 0.1% | -23.4% | 0.049% | |
| 2/18/2025 | GTS Securities LLC | 25,528 | $1.18M | 0.1% | +227.6% | 0.067% | |
| 2/18/2025 | Vise Technologies Inc. | 41,380 | $1.91M | 0.2% | +311.0% | 0.109% | |
| 2/18/2025 | First Heartland Consultants Inc. | 147,249 | $6.81M | 0.7% | +196.0% | 0.389% | |
| 2/17/2025 | Two Sigma Investments LP | 436,600 | $20.20M | 0.0% | +75.3% | 1.152% | |
| 2/17/2025 | Focus Partners Wealth | 472,479 | $21.86M | 0.1% | N/A | 1.247% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 14,118 | $654K | 0.0% | -8.4% | 0.037% | |
| 2/17/2025 | CoreCap Advisors LLC | 677 | $31K | 0.0% | N/A | 0.002% | |
| 2/17/2025 | Cetera Investment Advisers | 309,702 | $14.33M | 0.0% | +13.7% | 0.817% | |
| 2/17/2025 | Captrust Financial Advisors | 17,345 | $802K | 0.0% | +22.3% | 0.046% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 31,418 | $1.45M | 0.0% | N/A | 0.083% | |
| 2/17/2025 | Bank of America Corp DE | 1,068,213 | $49.42M | 0.0% | +15.5% | 2.819% | |
| 2/14/2025 | Comerica Bank | 5,309 | $246K | 0.0% | +6.8% | 0.014% | |
| 2/14/2025 | Capital Analysts LLC | 82,672 | $3.82M | 0.2% | +103.8% | 0.218% | |
| 2/14/2025 | Stifel Financial Corp | 15,083 | $698K | 0.0% | +18.7% | 0.040% | |
| 2/14/2025 | Transce3nd LLC | 3,300 | $153K | 0.1% | N/A | 0.009% | |
| 2/14/2025 | MML Investors Services LLC | 1,116,020 | $51.63M | 0.2% | +0.2% | 2.945% | |
| 2/14/2025 | Broadleaf Partners LLC | 122,419 | $5.66M | 1.3% | +3.4% | 0.323% | |
| 2/13/2025 | NewEdge Advisors LLC | 25,274 | $1.17M | 0.0% | +1.3% | 0.067% | |
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| 2/13/2025 | Mariner LLC | 161,347 | $7.46M | 0.0% | +2,895.7% | 0.426% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 5,304,068 | $245.37M | 2.6% | N/A | 13.995% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,310 | $338K | 0.0% | N/A | 0.019% | |
| 2/13/2025 | Renaissance Technologies LLC | 43,500 | $2.01M | 0.0% | N/A | 0.115% | |
| 2/13/2025 | Rollins Financial Advisors LLC | 74,334 | $3.44M | 0.5% | +13.3% | 0.196% | |
| 2/13/2025 | FMR LLC | 19,649,547 | $908.99M | 0.1% | +89,497.1% | 51.846% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 447,065 | $20.68M | 0.0% | +14.1% | 1.180% | |
| 2/13/2025 | Wells Fargo & Company MN | 443,402 | $20.51M | 0.0% | +44.1% | 1.170% | |
| 2/12/2025 | Trexquant Investment LP | 4,715 | $218K | 0.0% | N/A | 0.012% | |
| 2/12/2025 | MV Capital Management Inc. | 235,327 | $10.89M | 1.2% | -16.7% | 0.621% | |
