| 5/28/2025 | Wealth Management Associates Inc. | 47,925 | $1.15M | 0.5% | N/A | 0.108% | |
| 5/28/2025 | Intrua Financial LLC | 27,140 | $653K | 0.1% | N/A | 0.061% | |
| 5/21/2025 | McAdam LLC | 39,611 | $953K | 0.1% | +70.5% | 0.089% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,550 | $61K | 0.0% | +218.8% | 0.006% | |
| 5/20/2025 | Integrity Alliance LLC. | 62,373 | $1.50M | 0.1% | N/A | 0.140% | |
| 5/19/2025 | Jane Street Group LLC | 76,836 | $1.85M | 0.0% | N/A | 0.176% | |
| 5/19/2025 | Advisory Alpha LLC | 26,791 | $645K | 0.0% | +36.3% | 0.062% | |
| 5/15/2025 | Royal Bank of Canada | 271,330 | $6.53M | 0.0% | -39.6% | 0.623% | |
| 5/14/2025 | Freedom Investment Management Inc. | 19,755 | $475K | 0.0% | +4.7% | 0.045% | |
| 5/14/2025 | TFB Advisors LLC | 11,156 | $269K | 0.1% | +7.0% | 0.026% | |
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| 5/14/2025 | JT Stratford LLC | 25,478 | $613K | 0.1% | -3.6% | 0.059% | |
| 5/14/2025 | Andina Capital Management LLC | 125,344 | $3.02M | 2.1% | -7.6% | 0.288% | |
| 5/13/2025 | Global View Capital Management LLC | 20,746 | $499K | 0.2% | -16.3% | 0.048% | |
| 5/13/2025 | CacheTech Inc. | 39,903 | $960K | 0.2% | +26.7% | 0.092% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 204,193 | $4.92M | 0.0% | +204,093.0% | 0.469% | |
| 5/13/2025 | Raymond James Financial Inc. | 369,983 | $8.91M | 0.0% | +21.2% | 0.850% | |
| 5/13/2025 | Adams Wealth Management | 39,903 | $960K | 0.2% | +26.7% | 0.092% | |
| 5/13/2025 | Trivium Point Advisory LLC | 116,686 | $2.81M | 0.3% | +29.5% | 0.268% | |
| 5/13/2025 | Anfield Capital Management LLC | 4,846 | $117K | 0.0% | +40.0% | 0.011% | |
| 5/12/2025 | Eagle Global Advisors LLC | 57,790 | $1.39M | 0.1% | +109.3% | 0.133% | |
| 5/12/2025 | WealthPLAN Partners LLC | 230,081 | $5.54M | 0.8% | +1.7% | 0.528% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 590,708 | $14.22M | 1.4% | +2.3% | 1.356% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 31,975 | $770K | 0.1% | +5.2% | 0.073% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 83,001 | $2.00M | 0.0% | +31.1% | 0.191% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 60,016 | $1.45M | 0.0% | -3.8% | 0.138% | |
| 5/8/2025 | Private Advisory Group LLC | 217,547 | $5.24M | 0.6% | N/A | 0.500% | |
| 5/8/2025 | Arkadios Wealth Advisors | 20,042 | $482K | 0.0% | +3.5% | 0.046% | |
| 5/8/2025 | Independence Financial Advisors LLC | 225,706 | $5.43M | 2.1% | N/A | 0.518% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 239,798 | $5.77M | 0.1% | +2.6% | 0.551% | |
| 5/7/2025 | LPL Financial LLC | 1,259,273 | $30.31M | 0.0% | +15.5% | 2.892% | |
| 5/6/2025 | Assetmark Inc. | 528,117 | $12.71M | 0.0% | +5.5% | 1.213% | |
| 5/6/2025 | Cetera Investment Advisers | 447,172 | $10.76M | 0.0% | +82.8% | 1.027% | |
| 5/6/2025 | Kovack Advisors Inc. | 78,797 | $1.90M | 0.2% | +31.8% | 0.181% | |
| 5/6/2025 | Elm3 Financial Group LLC | 30,689 | $739K | 0.6% | +9.4% | 0.070% | |
| 5/6/2025 | Sage Advisory Services Ltd.Co. | 352,892 | $8.49M | 5.0% | +22.1% | 0.810% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 113,563 | $2.73M | 1.5% | -0.6% | 0.261% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 17,363 | $418K | 0.2% | -22.1% | 0.040% | |
| 5/5/2025 | Aire Advisors LLC | 261,352 | $6.29M | 1.3% | +1.2% | 0.600% | |
| 5/5/2025 | IFP Advisors Inc | 47,731 | $1.15M | 0.0% | +1.6% | 0.110% | |
| 5/5/2025 | OneAscent Financial Services LLC | 83,150 | $2.00M | 0.1% | +6.2% | 0.191% | |
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| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 633,401 | $15.25M | 4.1% | +21.2% | 1.454% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 14,870 | $358K | 0.3% | +21.7% | 0.034% | |
| 5/1/2025 | FDx Advisors Inc. | 34,045 | $819K | 0.3% | -6.5% | 0.078% | |
| 5/1/2025 | Kathmere Capital Management LLC | 60,627 | $1.46M | 0.1% | +7.5% | 0.139% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 40,744 | $981K | 0.4% | +5.8% | 0.094% | |
| 5/1/2025 | Fulcrum Equity Management | 11,957 | $288K | 0.3% | -11.7% | 0.027% | |
| 5/1/2025 | Fifth Third Securities Inc. | 209,931 | $5.05M | 0.4% | +3.6% | 0.482% | |
| 4/29/2025 | Sightline Wealth Advisors LLC | 28,416 | $684K | 0.4% | -69.5% | 0.065% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 825,247 | $19.86M | 0.0% | +50.0% | 1.895% | |
| 4/29/2025 | Bank of New York Mellon Corp | 701,420 | $16.88M | 0.0% | -4.5% | 1.611% | |
| 4/29/2025 | World Investment Advisors | 26,325 | $634K | 0.0% | +4.3% | 0.060% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 46,746 | $1.13M | 0.1% | N/A | 0.107% | |
| 4/29/2025 | Calamos Advisors LLC | 820,185 | $19.74M | 0.1% | +2.3% | 1.883% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 120,630 | $2.90M | 1.3% | +5.6% | 0.277% | |
| 4/25/2025 | Waterfront Wealth Inc. | 20,447 | $492K | 0.1% | +4.6% | 0.045% | |
| 4/25/2025 | Sovran Advisors LLC | 51,728 | $1.22M | 0.2% | +325.4% | 0.115% | |
| 4/24/2025 | Sunbelt Securities Inc. | 8,081 | $195K | 0.0% | -19.5% | 0.018% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 27,489 | $662K | 0.2% | +101.3% | 0.061% | |
| 4/23/2025 | Perigon Wealth Management LLC | 230,005 | $5.54M | 0.1% | -0.6% | 0.511% | |
| 4/23/2025 | DORVAL Corp | 704,616 | $17.13M | 6.9% | +3.0% | 1.564% | |
| 4/23/2025 | Mission Hills Financial Advisory LLC | 137,504 | $3.31M | 2.3% | +30.9% | 0.305% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 1,518,039 | $36.54M | 8.6% | +80.8% | 3.370% | |
| 4/22/2025 | Pennsylvania Capital Management Inc. ADV | 23,096 | $556K | 0.2% | +5.9% | 0.051% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,757 | $2.40M | 0.0% | +15.4% | 0.221% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 53,978 | $1.36M | 0.1% | N/A | 0.120% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 59,131 | $1.42M | 0.0% | -16.9% | 0.131% | |
| 4/18/2025 | Seed Wealth Management Inc. | 28,254 | $680K | 0.6% | -61.6% | 0.063% | |
| 4/18/2025 | Capital Wealth Management LLC | 58,747 | $1.41M | 0.6% | +3.1% | 0.130% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,578 | $736K | 0.0% | -5.3% | 0.068% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 237,530 | $5.72M | 0.1% | -29.9% | 0.527% | |
| 4/17/2025 | Prentice Wealth Management LLC | 770,678 | $18.55M | 5.4% | +118.7% | 1.711% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 53,719 | $1.29M | 0.0% | -79.0% | 0.119% | |
| 4/16/2025 | Marmo Financial Group LLC | 104,931 | $2.53M | 1.4% | N/A | 0.233% | |
| 4/15/2025 | Focus Financial Network Inc. | 25,884 | $623K | 0.0% | +18.4% | 0.057% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,176 | $196K | 0.0% | +82.1% | 0.018% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 181,424 | $4.37M | 0.4% | +53.2% | 0.403% | |
| 4/10/2025 | Fermata Advisors LLC | 13,121 | $316K | 0.1% | +8.1% | 0.029% | |
| 4/10/2025 | Key Client Fiduciary Advisors LLC | 46,715 | $1.12M | 0.5% | -4.5% | 0.104% | |
| 4/9/2025 | NBC Securities Inc. | 1,616 | $38K | 0.0% | N/A | 0.004% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 53,502 | $1.25M | 0.5% | +13.1% | 0.119% | |
| 4/7/2025 | AdvisorNet Financial Inc | 100,670 | $2.42M | 0.2% | N/A | 0.223% | |
| 4/3/2025 | Insight Wealth Strategies LLC | 12,477 | $300K | 0.0% | N/A | 0.030% | |
| 3/24/2025 | Fulcrum Equity Management | 13,542 | $329K | 0.3% | -52.2% | 0.033% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 256,106 | $6.21M | 0.0% | +361.0% | 0.646% | |
| 3/11/2025 | Anchor Pointe Wealth Management LLC | 11,423 | $277K | 0.4% | N/A | 0.029% | |
| 2/18/2025 | Sunbelt Securities Inc. | 10,034 | $243K | 0.0% | -50.1% | 0.068% | |
| 2/18/2025 | JT Stratford LLC | 26,416 | $641K | 0.1% | -6.6% | 0.180% | |
| 2/17/2025 | Janus Henderson Group PLC | 42,973 | $1.04M | 0.0% | N/A | 0.293% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 87,148 | $2.12M | 0.0% | +2.6% | 0.595% | |
| 2/17/2025 | Eagle Global Advisors LLC | 27,615 | $670K | 0.0% | N/A | 0.188% | |
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| 2/17/2025 | CoreCap Advisors LLC | 73,082 | $1.77M | 0.1% | -49.2% | 0.499% | |
| 2/17/2025 | Cetera Investment Advisers | 244,647 | $5.94M | 0.0% | -4.0% | 1.670% | |
| 2/17/2025 | Bank of America Corp DE | 37,508 | $910K | 0.0% | N/A | 0.256% | |
| 2/17/2025 | Ameriprise Financial Inc. | 926,011 | $22.47M | 0.0% | +264.0% | 6.321% | |
| 2/14/2025 | MGO One Seven LLC | 11,254 | $273K | 0.0% | +17.9% | 0.077% | |
| 2/14/2025 | IHT Wealth Management LLC | 38,179 | $926K | 0.0% | +7.3% | 0.261% | |
| 2/14/2025 | Stifel Financial Corp | 50,506 | $1.23M | 0.0% | -30.8% | 0.345% | |
| 2/14/2025 | MML Investors Services LLC | 120,992 | $2.94M | 0.0% | +7.2% | 0.826% | |
| 2/14/2025 | Freedom Investment Management Inc. | 18,869 | $458K | 0.0% | -50.7% | 0.129% | |
| 2/14/2025 | GeoWealth Management LLC | 2,540 | $62K | 0.0% | -53.9% | 0.017% | |
