| 5/2/2025 | Kingsview Wealth Management LLC | 24,983 | $1.32M | 0.0% | +8.4% | 0.087% | |
| 5/2/2025 | Larson Financial Group LLC | 29,511 | $1.56M | 0.1% | N/A | 0.103% | |
| 5/2/2025 | Bogart Wealth LLC | 713,082 | $37.80M | 1.8% | +0.9% | 2.493% | |
| 5/2/2025 | Sigma Planning Corp | 22,824 | $1.21M | 0.0% | -16.9% | 0.080% | |
| 5/1/2025 | CWM LLC | 1,441,503 | $76.41M | 0.3% | +19.2% | 5.040% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 161,811 | $8.58M | 4.2% | +5.5% | 0.566% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 14,452 | $766K | 0.0% | +2.2% | 0.051% | |
| 4/30/2025 | Ridgeline Wealth Planning LLC | 27,304 | $1.45M | 1.4% | N/A | 0.095% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 33,428 | $1.77M | 0.0% | -9.6% | 0.117% | |
| 4/30/2025 | Stratos Investment Management LLC | 192,979 | $10.23M | 0.5% | +19.0% | 0.675% | |
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| 4/29/2025 | Byrne Financial Freedom LLC | 118,046 | $6.26M | 3.6% | -3.2% | 0.413% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 262,673 | $13.92M | 0.0% | +26.5% | 0.918% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 7,963 | $422K | 0.2% | +36.7% | 0.028% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 6,041 | $320K | 0.0% | N/A | 0.021% | |
| 4/28/2025 | D.A. Davidson & CO. | 14,414 | $764K | 0.0% | +5.5% | 0.050% | |
| 4/28/2025 | Mutual Advisors LLC | 22,370 | $1.14M | 0.0% | +111.7% | 0.078% | |
| 4/28/2025 | Axis Wealth Partners LLC | 4,817 | $255K | 0.2% | +6.8% | 0.017% | |
| 4/28/2025 | Private Trust Co. NA | 4,685 | $248K | 0.0% | -7.9% | 0.016% | |
| 4/25/2025 | Keystone Financial Services LLC | 125,137 | $6.63M | 5.6% | +7.0% | 0.452% | |
| 4/25/2025 | Financial Consulate Inc. | 332,863 | $17.65M | 4.5% | +4.5% | 1.202% | |
| 4/25/2025 | Essex Financial Services Inc. | 19,738 | $1.05M | 0.1% | +17.6% | 0.071% | |
| 4/23/2025 | KPP Advisory Services LLC | 98,456 | $5.22M | 1.0% | +28.5% | 0.355% | |
| 4/23/2025 | Perigon Wealth Management LLC | 47,606 | $2.52M | 0.1% | N/A | 0.172% | |
| 4/23/2025 | Golden State Wealth Management LLC | 474 | $25K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Riverbend Wealth Management LLC | 30,974 | $1.64M | 1.5% | -0.7% | 0.112% | |
| 4/23/2025 | International Assets Investment Management LLC | 4,609 | $244K | 0.0% | N/A | 0.017% | |
| 4/23/2025 | AIFG Consultants Ltd. | 33,422 | $1.77M | 2.9% | -2.4% | 0.121% | |
| 4/23/2025 | Moneywise Inc. | 38,131 | $2.02M | 1.1% | -2.6% | 0.138% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 21,378 | $1.13M | 0.0% | +30.7% | 0.077% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 235,591 | $12.49M | 0.0% | -11.7% | 0.851% | |
| 4/22/2025 | World Equity Group Inc. | 10,904 | $578K | 0.2% | -29.7% | 0.039% | |
| 4/22/2025 | Advisor Resource Council | 83,788 | $4.44M | 0.3% | N/A | 0.302% | |
| 4/21/2025 | Clear Point Advisors Inc. | 12,680 | $672K | 0.6% | -5.3% | 0.046% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,277 | $439K | 0.0% | +17.1% | 0.030% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 10,166 | $539K | 0.0% | +66.0% | 0.037% | |
| 4/17/2025 | Vicus Capital | 5,175 | $274K | 0.0% | N/A | 0.019% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 141,195 | $7.49M | 0.0% | +19.6% | 0.510% | |
| 4/17/2025 | Pacific Sun Financial Corp | 7,172 | $380K | 0.2% | +3.6% | 0.026% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 19,206 | $1.02M | 0.0% | +11.6% | 0.069% | |
| 4/16/2025 | IAG Wealth Partners LLC | 17,300 | $917K | 0.1% | +13,630.2% | 0.062% | |
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| 4/16/2025 | Southland Equity Partners LLC | 8,236 | $437K | 0.1% | -2.4% | 0.030% | |
| 4/16/2025 | Thomasville National Bank | 91,455 | $4.85M | 0.4% | -1.0% | 0.330% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 14,100 | $747K | 0.0% | +19.5% | 0.051% | |
| 4/15/2025 | Focus Financial Network Inc. | 34,957 | $1.85M | 0.1% | +28.1% | 0.126% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 161,673 | $8.57M | 1.2% | +2.1% | 0.584% | |
| 4/15/2025 | Orgel Wealth Management LLC | 1,478,842 | $78.39M | 2.0% | -3.8% | 5.339% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,521 | $1.20M | 0.0% | +503.9% | 0.081% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 73,405 | $3.89M | 0.3% | +18.2% | 0.265% | |
| 4/14/2025 | Eagle Wealth Strategies LLC | 196,559 | $10.42M | 6.4% | N/A | 0.710% | |
| 4/11/2025 | Harbor Group Inc. | 504,631 | $26.75M | 5.3% | +97.8% | 1.822% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,029 | $161K | 0.0% | +1,703.0% | 0.011% | |
| 4/10/2025 | Sherrill & Hutchins Financial Advisory Inc | 120,826 | $6.41M | 5.5% | N/A | 0.436% | |
| 4/9/2025 | HBW Advisory Services LLC | 22,098 | $1.17M | 0.2% | +7.3% | 0.080% | |
| 3/14/2025 | Keystone Financial Services LLC | 117,001 | $6.35M | 5.8% | N/A | 0.436% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 13,247 | $719K | 0.0% | N/A | 0.110% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 108,913 | $5.92M | 0.2% | +1.3% | 0.904% | |
| 2/17/2025 | Royal Bank of Canada | 287,235 | $15.60M | 0.0% | +16.6% | 2.384% | |
| 2/17/2025 | Redwood Financial Network Corp | 10,923 | $593K | 0.4% | +3.1% | 0.091% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 5,827 | $316K | 0.1% | N/A | 0.048% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 6,905 | $375K | 0.0% | -66.9% | 0.057% | |
| 2/17/2025 | Cetera Investment Advisers | 371,306 | $20.17M | 0.0% | +37.3% | 3.081% | |
| 2/17/2025 | Beaumont Capital Management LLC | 95,843 | $5.21M | 4.0% | -5.8% | 0.795% | |
| 2/17/2025 | Bank of America Corp DE | 343,722 | $18.67M | 0.0% | +5.8% | 2.852% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,887,635 | $102.51M | 0.0% | +71.4% | 15.665% | |
| 2/17/2025 | Ancora Advisors LLC | 1,680 | $91K | 0.0% | +59.5% | 0.014% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 153,325 | $8.33M | 4.1% | +66.6% | 1.272% | |
| 2/14/2025 | Bison Wealth LLC | 48,521 | $2.64M | 0.6% | -27.8% | 0.403% | |
| 2/14/2025 | Berger Financial Group Inc | 47,297 | $2.57M | 0.2% | +0.8% | 0.393% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,842 | $535K | 0.0% | +8.5% | 0.082% | |
| 2/14/2025 | MGO One Seven LLC | 13,751 | $747K | 0.0% | N/A | 0.114% | |
| 2/14/2025 | Susquehanna International Group LLP | 48,778 | $2.65M | 0.0% | +46.2% | 0.405% | |
| 2/14/2025 | Stifel Financial Corp | 154,054 | $8.37M | 0.0% | +11.9% | 1.278% | |
| 2/14/2025 | MML Investors Services LLC | 385,089 | $20.91M | 0.1% | +2,040.9% | 3.196% | |
| 2/14/2025 | GeoWealth Management LLC | 45,325 | $2.46M | 0.1% | -24.1% | 0.376% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,036 | $165K | 0.0% | -55.4% | 0.025% | |
| 2/13/2025 | Mariner LLC | 12,793 | $695K | 0.0% | -1.6% | 0.106% | |
| 2/13/2025 | Integrity Financial Corp WA | 25,440 | $1.38M | 0.8% | +3.0% | 0.211% | |
| 2/13/2025 | Solano Wealth Investment Advisors LLC | 12,775 | $694K | 0.4% | N/A | 0.106% | |
| 2/13/2025 | Scotia Capital Inc. | 4,971 | $270K | 0.0% | N/A | 0.041% | |
| 2/13/2025 | Advisory Services Network LLC | 45,012 | $2.45M | 0.0% | +574.3% | 0.374% | |
| 2/13/2025 | Bank of Montreal Can | 92,514 | $5.02M | 0.0% | -12.2% | 0.768% | |
| 2/13/2025 | Cerity Partners LLC | 6,111 | $332K | 0.0% | N/A | 0.051% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 207,708 | $11.28M | 0.0% | +3.3% | 1.724% | |
| 2/12/2025 | National Bank of Canada FI | 938 | $51K | 0.0% | +87.6% | 0.008% | |
| 2/12/2025 | Franklin Resources Inc. | 15,768 | $856K | 0.0% | +12.0% | 0.131% | |
| 2/12/2025 | Riggs Capital Management LLC | 45,323 | $2.46M | 2.4% | N/A | 0.376% | |
| 2/12/2025 | Hazlett Burt & Watson Inc. | 23,351 | $1.27M | 0.6% | +14.5% | 0.194% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 12,803 | $695K | 0.0% | +2.5% | 0.106% | |
| 2/11/2025 | LPL Financial LLC | 2,526,850 | $137.23M | 0.1% | +6.7% | 20.970% | |
| 2/11/2025 | TAP Consulting LLC | 21,419 | $1.16M | 0.2% | N/A | 0.178% | |
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| 2/11/2025 | ProVise Management Group LLC | 9,220 | $501K | 0.0% | +19.5% | 0.077% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 48,999 | $2.66M | 0.0% | +12.5% | 0.407% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 14,139 | $768K | 0.0% | -5.7% | 0.117% | |
| 2/10/2025 | Harbour Investments Inc. | 21,310 | $1.16M | 0.0% | +26.3% | 0.177% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,069 | $384K | 0.0% | +27.4% | 0.059% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 124,662 | $6.77M | 0.0% | -39.6% | 1.035% | |
| 2/10/2025 | Wintrust Investments LLC | 4,143 | $225K | 0.2% | N/A | 0.034% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 128,865 | $7.00M | 0.0% | +5.7% | 1.069% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,729 | $203K | 0.0% | +6.1% | 0.031% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 31,194 | $1.70M | 1.5% | N/A | 0.259% | |
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