| 10/23/2025 | Kingswood Wealth Advisors LLC | 12,472 | $652K | 0.0% | -26.0% | 0.067% | |
| 10/23/2025 | Strategic Blueprint LLC | 18,341 | $958K | 0.0% | N/A | 0.098% | |
| 10/23/2025 | Park Avenue Securities LLC | 5,844 | $305K | 0.0% | N/A | 0.031% | |
| 10/22/2025 | CoreCap Advisors LLC | 13,470 | $704K | 0.0% | +2.7% | 0.072% | |
| 10/22/2025 | Blue Bell Private Wealth Management LLC | 15,349 | $802K | 0.1% | +6.4% | 0.082% | |
| 10/22/2025 | Keystone Wealth Services LLC | 177,793 | $9.29M | 2.0% | -0.4% | 0.948% | |
| 10/22/2025 | WESPAC Advisors SoCal LLC | 61,332 | $3.20M | 0.7% | -13.2% | 0.327% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 295,937 | $15.46M | 0.0% | -21.1% | 1.578% | |
| 10/20/2025 | Stonebridge Financial Group LLC | 15,649 | $818K | 0.1% | N/A | 0.083% | |
| 10/20/2025 | Merit Financial Group LLC | 12,275 | $641K | 0.0% | N/A | 0.065% | |
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| 10/17/2025 | Sowell Financial Services LLC | 7,396 | $386K | 0.0% | -4.4% | 0.039% | |
| 10/16/2025 | MBL Wealth LLC | 3,861 | $202K | 0.0% | -7.2% | 0.021% | |
| 10/15/2025 | CWM LLC | 169,082 | $8.83M | 0.0% | -7.4% | 0.902% | |
| 10/15/2025 | Brookstone Capital Management | 7,232 | $378K | 0.0% | -56.7% | 0.039% | |
| 10/15/2025 | Founders Financial Securities LLC | 30,202 | $1.58M | 0.1% | +17.3% | 0.161% | |
| 10/14/2025 | Farther Finance Advisors LLC | 14,793 | $773K | 0.0% | -30.2% | 0.079% | |
| 10/10/2025 | Signal Advisors Wealth LLC | 43,343 | $2.27M | 0.2% | -13.9% | 0.231% | |
| 10/8/2025 | Accel Wealth Management | 22,815 | $1.19M | 0.3% | -15.4% | 0.122% | |
| 10/7/2025 | FOCUS Wealth Advisors LLC | 482,761 | $25.22M | 12.1% | +0.7% | 2.575% | |
| 9/4/2025 | Osaic Holdings Inc. | 170,819 | $8.44M | 0.0% | +93.6% | 0.911% | |
| 8/29/2025 | Centaurus Financial Inc. | 10,915 | $546K | 0.0% | +6.9% | 0.058% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 13,449 | $673K | 0.0% | +200.0% | 0.072% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 74,912 | $3.75M | 1.3% | -5.8% | 0.400% | |
| 8/15/2025 | MML Investors Services LLC | 25,424 | $1.27M | 0.0% | +31.1% | 0.136% | |
| 8/15/2025 | Modern Wealth Management LLC | 14,651 | $733K | 0.0% | -11.2% | 0.078% | |
| 8/15/2025 | Gallagher Fiduciary Advisors LLC | 11,527 | $577K | 0.0% | N/A | 0.061% | |
| 8/14/2025 | Jane Street Group LLC | 22,935 | $1.15M | 0.0% | N/A | 0.122% | |
| 8/14/2025 | Raymond James Financial Inc. | 253,436 | $12.68M | 0.0% | +7.4% | 1.352% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 63,378 | $3.17M | 0.2% | -0.7% | 0.338% | |
| 8/14/2025 | NewEdge Advisors LLC | 40,355 | $2.02M | 0.0% | +8.7% | 0.215% | |
| 8/12/2025 | CreativeOne Wealth LLC | 115,626 | $5.79M | 0.2% | +2,289.0% | 0.617% | |
| 8/11/2025 | United Advisor Group LLC | 4,092 | $205K | 0.0% | N/A | 0.022% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 117,645 | $5.89M | 0.0% | +37.2% | 0.627% | |
| 8/8/2025 | Cetera Investment Advisers | 378,358 | $18.93M | 0.0% | +267.4% | 2.018% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 6,094 | $305K | 0.0% | N/A | 0.033% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 4,830 | $242K | 0.0% | -6.8% | 0.026% | |
| 8/5/2025 | Integrity Financial Corp WA | 31,469 | $1.57M | 0.8% | +31.0% | 0.168% | |
| 8/4/2025 | FWG Investments LLC. | 32,896 | $1.65M | 1.3% | N/A | 0.175% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 6,543 | $329K | 0.3% | +32.9% | 0.035% | |
| 8/4/2025 | Atria Investments Inc | 41,395 | $2.07M | 0.0% | N/A | 0.221% | |
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| 8/4/2025 | Assetmark Inc. | 184,560 | $9.23M | 0.0% | +30.8% | 0.984% | |
| 8/4/2025 | Arkadios Wealth Advisors | 4,301 | $215K | 0.0% | N/A | 0.023% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 16,602 | $831K | 0.1% | +56.4% | 0.089% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 530,507 | $26.54M | 0.0% | +785.5% | 2.829% | |
| 7/31/2025 | VestGen Investment Management | 11,698 | $585K | 0.4% | N/A | 0.062% | |
| 7/30/2025 | Sloy Dahl & Holst LLC | 42,045 | $2.10M | 0.3% | -0.7% | 0.224% | |
| 7/30/2025 | TFB Advisors LLC | 14,063 | $704K | 0.2% | -18.0% | 0.075% | |
| 7/30/2025 | Brookstone Capital Management | 16,700 | $836K | 0.0% | +117.4% | 0.089% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 70,624 | $3.53M | 0.8% | -56.9% | 0.377% | |
| 7/29/2025 | Stephens Inc. AR | 161,059 | $8.06M | 0.1% | -0.8% | 0.859% | |
| 7/28/2025 | Uptick Partners LLC | 4,490 | $225K | 0.1% | N/A | 0.024% | |
| 7/28/2025 | Mutual Advisors LLC | 5,917 | $301K | 0.0% | N/A | 0.032% | |
| 7/28/2025 | Harbour Investments Inc. | 22,985 | $1.15M | 0.0% | +15.0% | 0.123% | |
| 7/28/2025 | RFG Advisory LLC | 9,245 | $463K | 0.0% | N/A | 0.049% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,075 | $204K | 0.0% | -12.3% | 0.022% | |
| 7/25/2025 | Lion Street Advisors LLC | 9,700 | $485K | 0.1% | -18.1% | 0.052% | |
| 7/25/2025 | MGO One Seven LLC | 13,993 | $700K | 0.0% | +44.6% | 0.075% | |
| 7/25/2025 | CWM LLC | 182,509 | $9.13M | 0.0% | +4.1% | 0.973% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,254 | $213K | 0.0% | N/A | 0.023% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 44,685 | $2.24M | 0.2% | N/A | 0.238% | |
| 7/23/2025 | Ignite Planners LLC | 71,257 | $3.59M | 0.5% | +2.2% | 0.380% | |
| 7/23/2025 | REAP Financial Group LLC | 158,221 | $7.92M | 1.9% | -25.5% | 0.844% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 16,847 | $843K | 0.1% | -40.9% | 0.090% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 7,500 | $375K | 0.1% | N/A | 0.040% | |
| 7/22/2025 | MBL Wealth LLC | 4,161 | $208K | 0.0% | -10.8% | 0.022% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 9,821 | $491K | 0.0% | -20.0% | 0.052% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 14,780 | $739K | 0.3% | +60.1% | 0.079% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 39,400 | $1.97M | 0.2% | +32.6% | 0.210% | |
| 7/18/2025 | Truist Financial Corp | 12,623 | $632K | 0.0% | +8.8% | 0.067% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 17,015 | $851K | 0.0% | +15.3% | 0.091% | |
| 7/16/2025 | Novem Group | 6,364 | $318K | 0.0% | +30.8% | 0.034% | |
| 7/16/2025 | Maridea Wealth Management LLC | 9,860 | $493K | 0.1% | N/A | 0.053% | |
| 7/15/2025 | Legacy Solutions LLC | 7,985 | $399K | 0.4% | +41.5% | 0.043% | |
| 7/15/2025 | McCarthy & Cox | 15,584 | $780K | 0.2% | -9.5% | 0.083% | |
| 7/14/2025 | Sowell Financial Services LLC | 7,738 | $387K | 0.0% | -4.3% | 0.041% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 15,579 | $783K | 0.0% | +15.0% | 0.083% | |
| 7/10/2025 | Focus Financial Network Inc. | 17,947 | $898K | 0.0% | N/A | 0.096% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 50,332 | $2.52M | 0.2% | +5.1% | 0.268% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 479,491 | $23.99M | 12.5% | +0.4% | 2.557% | |
| 7/9/2025 | Keystone Wealth Services LLC | 178,469 | $8.93M | 2.2% | +10.2% | 0.952% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 16,284 | $815K | 0.1% | +30.9% | 0.087% | |
| 7/7/2025 | Nova Wealth Management Inc. | 2,750 | $138K | 0.1% | N/A | 0.015% | |
| 6/2/2025 | Modern Wealth Management LLC | 16,506 | $762K | 0.0% | -1.3% | 0.092% | |
| 5/21/2025 | MBL Wealth LLC | 4,665 | $215K | 0.0% | -41.3% | 0.026% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,840 | $224K | 0.0% | -59.7% | 0.027% | |
| 5/14/2025 | Kestra Advisory Services LLC | 83,104 | $3.84M | 0.0% | -5.4% | 0.461% | |
| 5/14/2025 | TFB Advisors LLC | 17,154 | $792K | 0.2% | +26.7% | 0.095% | |
| 5/13/2025 | Raymond James Financial Inc. | 236,075 | $10.90M | 0.0% | -12.7% | 1.309% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 3,562 | $164K | 0.2% | +48.4% | 0.020% | |
| 5/12/2025 | Sloy Dahl & Holst LLC | 42,340 | $1.96M | 0.3% | -2.0% | 0.235% | |
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| 5/12/2025 | Integrity Financial Corp WA | 24,031 | $1.11M | 0.6% | -6.3% | 0.133% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,646 | $215K | 0.0% | -81.3% | 0.026% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 345,612 | $15.96M | 0.0% | +0.6% | 1.917% | |
| 5/8/2025 | Moors & Cabot Inc. | 10,625 | $491K | 0.0% | -8.9% | 0.059% | |
| 5/8/2025 | Harbour Investments Inc. | 19,987 | $923K | 0.0% | -3.1% | 0.111% | |
| 5/8/2025 | Grantvest Financial Group LLC | 22,095 | $1.02M | 0.8% | -1.6% | 0.123% | |
| 5/8/2025 | NorthRock Partners LLC | 1,403 | $65K | 0.0% | N/A | 0.008% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 79,558 | $3.67M | 1.4% | -1.5% | 0.441% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 477,569 | $22.05M | 12.2% | -2.2% | 2.649% | |
| 5/6/2025 | Assetmark Inc. | 141,069 | $6.51M | 0.0% | +38.2% | 0.782% | |