| 7/25/2025 | Northwest Capital Management Inc | 1,068 | $52K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,090 | $294K | 0.0% | -90.4% | 0.007% | |
| 7/25/2025 | CWM LLC | 851,538 | $41.08M | 0.1% | +19.1% | 0.938% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 848,456 | $40.93M | 12.7% | +1.4% | 0.935% | |
| 7/24/2025 | Accredited Investor Services LLC | 439,551 | $21.20M | 16.0% | +2.9% | 0.484% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 119,094 | $5.75M | 0.3% | +1.1% | 0.131% | |
| 7/24/2025 | IFP Advisors Inc | 28,846 | $1.39M | 0.0% | -27.2% | 0.032% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 55,733 | $2.69M | 0.3% | +11.1% | 0.061% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 106,797 | $5.15M | 0.3% | +28.2% | 0.118% | |
| 7/23/2025 | Sachetta LLC | 25,493 | $1.23M | 0.5% | -5.4% | 0.028% | |
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| 7/23/2025 | Elm3 Financial Group LLC | 11,623 | $561K | 0.5% | +5.6% | 0.013% | |
| 7/22/2025 | PUREfi Wealth LLC | 31,639 | $1.53M | 1.2% | +75.2% | 0.035% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 11,300 | $545K | 0.1% | N/A | 0.012% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 7,504 | $362K | 0.0% | +6.4% | 0.008% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 30,347 | $1.46M | 0.4% | -9.4% | 0.033% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,446 | $214K | 0.0% | N/A | 0.005% | |
| 7/18/2025 | Childress Capital Advisors LLC | 82,590 | $3.98M | 1.0% | +20.6% | 0.091% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 158,537 | $7.65M | 0.0% | -1.5% | 0.175% | |
| 7/17/2025 | Fifth Third Securities Inc. | 13,646 | $658K | 0.0% | +17.4% | 0.015% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 10,878 | $525K | 0.1% | +18.3% | 0.012% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 12,668 | $611K | 0.5% | +16.0% | 0.014% | |
| 7/16/2025 | Essex Financial Services Inc. | 76,357 | $3.68M | 0.2% | -21.6% | 0.084% | |
| 7/16/2025 | Castleview Partners LLC | 8,961 | $432K | 0.3% | N/A | 0.010% | |
| 7/16/2025 | Meridian Financial LLC | 17,379 | $838K | 0.5% | -3.6% | 0.019% | |
| 7/15/2025 | Avaii Wealth Management LLC | 20,021 | $966K | 0.4% | +35.6% | 0.022% | |
| 7/15/2025 | Centerline Wealth Advisors LLC | 459,691 | $22.18M | 10.9% | +18.9% | 0.507% | |
| 7/15/2025 | Wealth Effects LLC | 9,761 | $471K | 0.2% | -3.0% | 0.011% | |
| 7/15/2025 | Bfsg LLC | 127,860 | $6.17M | 0.7% | +3.4% | 0.141% | |
| 7/14/2025 | CRA Financial Services LLC | 52,896 | $2.55M | 0.4% | +19.9% | 0.058% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 16,621 | $802K | 0.1% | +3.4% | 0.018% | |
| 7/14/2025 | Sowell Financial Services LLC | 157,832 | $7.61M | 0.3% | N/A | 0.174% | |
| 7/10/2025 | Worth Asset Management LLC | 4,301 | $207K | 0.1% | -39.9% | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 69,162 | $3.37M | 0.0% | -70.5% | 0.076% | |
| 7/10/2025 | Sovran Advisors LLC | 103,044 | $4.97M | 0.5% | +21.4% | 0.114% | |
| 7/9/2025 | Keystone Wealth Services LLC | 94,383 | $4.55M | 1.1% | +4.7% | 0.104% | |
| 7/7/2025 | Roxbury Financial LLC | 90,514 | $4.37M | 4.3% | +3.4% | 0.100% | |
| 7/7/2025 | Centurion Wealth Management LLC | 36,848 | $1.78M | 0.5% | +3.8% | 0.041% | |
| 7/2/2025 | Dentgroup LLC | 68,529 | $3.31M | 2.3% | +157.0% | 0.076% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 82,886 | $3.31M | 0.6% | +11.5% | 0.092% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 5,552 | $222K | 0.0% | +19.8% | 0.006% | |
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| 5/20/2025 | Focus Partners Wealth | 522,210 | $20.87M | 0.1% | +10.5% | 0.578% | |
| 5/19/2025 | Jane Street Group LLC | 526,249 | $21.03M | 0.0% | N/A | 0.582% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,686 | $347K | 0.0% | -58.5% | 0.010% | |
| 5/16/2025 | NewEdge Advisors LLC | 23,034 | $921K | 0.0% | -8.9% | 0.026% | |
| 5/15/2025 | Trexquant Investment LP | 7,503 | $300K | 0.0% | +59.1% | 0.008% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 138,201 | $5.52M | 0.8% | -30.5% | 0.154% | |
| 5/14/2025 | PKS Advisory Services LLC | 109,700 | $4.39M | 1.3% | +0.5% | 0.122% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 44,827 | $1.79M | 0.1% | -2.8% | 0.050% | |
| 5/14/2025 | Jane Street Group LLC | 526,249 | $21.03M | 0.0% | N/A | 0.586% | |
| 5/14/2025 | Broadleaf Partners LLC | 118,759 | $4.75M | 1.2% | -3.0% | 0.132% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 512,913 | $20.50M | 0.0% | +10.6% | 0.571% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 83,273 | $3.33M | 0.2% | +85.6% | 0.093% | |
| 5/14/2025 | Kestra Advisory Services LLC | 178,660 | $7.14M | 0.0% | -3.5% | 0.199% | |
| 5/14/2025 | Capital Analysts LLC | 195,935 | $7.83M | 0.3% | +137.0% | 0.218% | |
| 5/13/2025 | Elequin Capital LP | 31,843 | $1.27M | 0.2% | N/A | 0.035% | |
| 5/13/2025 | 17 Capital Partners LLC | 11,546 | $461K | 0.3% | +4.8% | 0.013% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 69,450 | $2.78M | 0.0% | N/A | 0.077% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 308,628 | $12.34M | 0.9% | +17.3% | 0.344% | |
| 5/13/2025 | Dagco Inc. | 1,879 | $75K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | Russell Investments Group Ltd. | 1,610 | $64K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 491,162 | $19.63M | 0.0% | +169.5% | 0.547% | |
| 5/12/2025 | JPMorgan Chase & Co. | 9,685,217 | $387.12M | 0.0% | +16.2% | 10.785% | |
| 5/9/2025 | Clear Investment Research LLC | 21,774 | $870K | 1.2% | +9.8% | 0.024% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 63,270 | $2.53M | 0.0% | -1.6% | 0.070% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 35,664 | $1.43M | 0.0% | +13.5% | 0.040% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 2,662,363 | $106.42M | 0.2% | +19.2% | 2.965% | |
| 5/9/2025 | Liberty Wealth Management LLC | 42,625 | $1.70M | 0.0% | +290.1% | 0.047% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 99,134 | $3.96M | 0.0% | +50.9% | 0.110% | |
| 5/8/2025 | Certified Advisory Corp | 25,658 | $1.03M | 0.1% | +4.3% | 0.029% | |
| 5/8/2025 | Harbour Investments Inc. | 57,320 | $2.29M | 0.1% | +136.4% | 0.064% | |
| 5/7/2025 | KFA Private Wealth Group LLC | 836,341 | $33.43M | 11.7% | -1.6% | 0.931% | |
| 5/7/2025 | Advantage Trust Co | 167,067 | $6.68M | 4.0% | +34.6% | 0.186% | |
| 5/7/2025 | First Heartland Consultants Inc. | 170,913 | $6.83M | 0.7% | +16.1% | 0.190% | |
| 5/6/2025 | Cetera Investment Advisers | 379,159 | $15.16M | 0.0% | +22.4% | 0.422% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 337,245 | $13.48M | 0.1% | +43.4% | 0.376% | |
| 5/6/2025 | BG Investment Services Inc. | 138,113 | $5.51M | 5.9% | +96.9% | 0.154% | |
| 5/6/2025 | Elm3 Financial Group LLC | 11,009 | $440K | 0.4% | +107.8% | 0.012% | |
| 5/6/2025 | AE Wealth Management LLC | 1,460 | $58K | 0.0% | -98.4% | 0.002% | |
| 5/6/2025 | Goodwin Investment Advisory | 641,680 | $25.65M | 39.8% | -61.8% | 0.715% | |
| 5/5/2025 | Wealth Quarterback LLC | 70,527 | $2.82M | 1.6% | N/A | 0.079% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 166,073 | $6.64M | 0.2% | +186.6% | 0.185% | |
| 5/5/2025 | IFP Advisors Inc | 39,611 | $1.58M | 0.0% | +21.6% | 0.044% | |
| 5/5/2025 | Dahring Cusmano LLC | 89,850 | $3.59M | 3.1% | +43.5% | 0.100% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 212,391 | $8.49M | 0.1% | -33.5% | 0.237% | |
| 5/5/2025 | Private Advisor Group LLC | 53,398 | $2.13M | 0.0% | -10.5% | 0.059% | |
| 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% | |
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| 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% | |
| 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% | |
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