| 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% | |
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| 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% | |
| 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% | |
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| 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% | |
| 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% | |
| 5/6/2025 | Cetera Investment Advisers | 102,975 | $4.76M | 0.0% | +43.2% | 0.571% | |
| 5/6/2025 | AE Wealth Management LLC | 2,998 | $138K | 0.0% | -30.3% | 0.017% | |
| 5/6/2025 | WESPAC Advisors SoCal LLC | 163,706 | $7.56M | 2.0% | -17.7% | 0.908% | |
| 5/6/2025 | Ignite Planners LLC | 69,757 | $3.21M | 0.6% | -30.1% | 0.387% | |
| 5/5/2025 | IFP Advisors Inc | 4,949 | $229K | 0.0% | -30.5% | 0.027% | |
| 5/1/2025 | CWM LLC | 175,356 | $8.10M | 0.0% | -2.7% | 0.973% | |
| 5/1/2025 | Stephens Inc. AR | 162,323 | $7.50M | 0.1% | -0.9% | 0.900% | |
| 4/30/2025 | Allworth Financial LP | 1,003 | $45K | 0.0% | +79.4% | 0.006% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 59,911 | $2.77M | 0.0% | +12.5% | 0.332% | |
| 4/28/2025 | Private Trust Co. NA | 1,626 | $75K | 0.0% | -33.3% | 0.009% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 4,925 | $228K | 0.2% | +17.8% | 0.027% | |
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| 4/25/2025 | Ameritas Advisory Services LLC | 12,279 | $576K | 0.0% | -19.5% | 0.068% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 10,617 | $490K | 0.0% | N/A | 0.059% | |
| 4/22/2025 | Advisor Resource Council | 35,523 | $1.64M | 0.1% | N/A | 0.196% | |
| 4/21/2025 | Clear Point Advisors Inc. | 36,208 | $1.67M | 1.5% | -20.2% | 0.200% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 28,494 | $1.32M | 0.1% | +24.8% | 0.157% | |
| 4/18/2025 | Lion Street Advisors LLC | 11,841 | $547K | 0.2% | -7.4% | 0.065% | |
| 4/17/2025 | Sowell Financial Services LLC | 8,083 | $373K | 0.0% | N/A | 0.045% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,763 | $682K | 0.0% | -5.7% | 0.081% | |
| 4/17/2025 | Keystone Wealth Services LLC | 162,012 | $7.48M | 2.0% | -0.3% | 0.894% | |
| 4/14/2025 | Farther Finance Advisors LLC | 21,232 | $982K | 0.0% | +4,250.8% | 0.117% | |
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