| 4/30/2025 | Seamount Financial Group Inc. | 26,436 | $1.25M | 0.8% | +51.7% | 0.077% | |
| 4/30/2025 | Sharkey Howes & Javer | 22,396 | $1.06M | 0.2% | +38.8% | 0.065% | |
| 4/30/2025 | Correct Capital Wealth Management | 95,071 | $4.48M | 0.7% | -34.9% | 0.276% | |
| 4/30/2025 | Allworth Financial LP | 22,632 | $1.05M | 0.0% | +424.6% | 0.066% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 318,044 | $14.60M | 3.5% | +3.3% | 0.922% | |
| 4/30/2025 | Trek Financial LLC | 26,341 | $1.24M | 0.1% | +77.4% | 0.076% | |
| 4/30/2025 | Opus Capital Group LLC | 5,877 | $277K | 0.0% | +14.0% | 0.017% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 50,151 | $2.36M | 0.0% | N/A | 0.145% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 5,930 | $279K | 0.1% | -69.4% | 0.017% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 26,155 | $1.23M | 0.0% | +14.8% | 0.076% | |
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| 4/29/2025 | Liberty Square Wealth Partners LLC | 43,073 | $2.03M | 0.8% | +87.5% | 0.125% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,713,773 | $127.79M | 0.0% | +1.2% | 7.866% | |
| 4/29/2025 | Bank of New York Mellon Corp | 148,760 | $7.01M | 0.0% | +34.2% | 0.431% | |
| 4/29/2025 | World Investment Advisors | 15,574 | $733K | 0.0% | N/A | 0.045% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,367 | $771K | 0.0% | +8.2% | 0.047% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 80,820 | $3.81M | 0.0% | -32.7% | 0.231% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,896 | $231K | 0.0% | +29.6% | 0.014% | |
| 4/28/2025 | Fedenia Advisers LLC | 11,949 | $563K | 0.4% | -1.8% | 0.034% | |
| 4/28/2025 | Lansing Street Advisors | 11,881 | $559K | 0.2% | N/A | 0.034% | |
| 4/28/2025 | Rovin Capital UT ADV | 27,132 | $1.28M | 0.4% | +16.5% | 0.078% | |
| 4/25/2025 | Sovran Advisors LLC | 14,237 | $652K | 0.1% | N/A | 0.041% | |
| 4/25/2025 | Beacon Financial Planning Inc. | 56,757 | $2.67M | 1.5% | +366.4% | 0.162% | |
| 4/24/2025 | Tsfg LLC | 4,714 | $222K | 0.0% | +39.5% | 0.013% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 8,955 | $421K | 0.0% | N/A | 0.026% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 105,697 | $4.98M | 3.7% | +17.5% | 0.302% | |
| 4/23/2025 | Madrona Financial Services LLC | 7,204 | $339K | 0.1% | +3.6% | 0.021% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 109,381 | $5.15M | 0.4% | +2.5% | 0.313% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,314 | $203K | 0.0% | N/A | 0.012% | |
| 4/23/2025 | TSA Wealth Managment LLC | 27,194 | $1.28M | 0.5% | +10.0% | 0.078% | |
| 4/23/2025 | Systelligence LLC | 98,013 | $4.62M | 1.1% | -19.2% | 0.280% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 90,961 | $4.28M | 4.2% | -3.3% | 0.260% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 16,649 | $784K | 0.1% | N/A | 0.048% | |
| 4/22/2025 | 5T Wealth LLC | 12,437 | $586K | 0.3% | +2.4% | 0.036% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 55,444 | $2.61M | 0.0% | +3.9% | 0.159% | |
| 4/22/2025 | Veridan Wealth LLC | 48,822 | $2.30M | 1.0% | +3.6% | 0.140% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 392,550 | $18.49M | 0.2% | -6.4% | 1.123% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 6,897 | $325K | 0.2% | +39.6% | 0.020% | |
| 4/22/2025 | Retirement Planning Group LLC NY | 56,033 | $2.64M | 2.7% | +0.6% | 0.160% | |
| 4/21/2025 | Advisory Resource Group | 68,178 | $3.21M | 0.7% | -55.4% | 0.195% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 263,605 | $12.41M | 0.0% | -19.9% | 0.754% | |
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| 4/18/2025 | Tennessee Valley Asset Management Partners | 69,645 | $3.28M | 0.5% | +704.8% | 0.199% | |
| 4/17/2025 | NBT Bank N A NY | 8,595 | $405K | 0.0% | N/A | 0.025% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 57,448 | $2.71M | 0.0% | +14.3% | 0.164% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 102,178 | $4.81M | 0.0% | +4.6% | 0.292% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 6,772 | $319K | 0.0% | +17.3% | 0.019% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 11,968 | $564K | 0.0% | -6.4% | 0.034% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 43,103 | $2.03M | 0.1% | +16.1% | 0.123% | |
| 4/15/2025 | Kelly Financial Services LLC | 82,384 | $3.88M | 1.3% | +2.7% | 0.236% | |
| 4/15/2025 | Two West Capital Advisors LLC | 4,623 | $208K | 0.2% | N/A | 0.013% | |
| 4/15/2025 | Integrated Advisors Network LLC | 14,816 | $698K | 0.0% | +63.5% | 0.042% | |
| 4/15/2025 | Simplicity Wealth LLC | 10,221 | $481K | 0.0% | N/A | 0.029% | |
| 4/14/2025 | Farther Finance Advisors LLC | 10,504 | $492K | 0.0% | +107.0% | 0.030% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 287,863 | $13.56M | 3.8% | +20.9% | 0.824% | |
| 4/14/2025 | Capital Investment Advisors LLC | 8,995 | $424K | 0.0% | +20.7% | 0.026% | |
| 4/14/2025 | Park Avenue Securities LLC | 149,170 | $7.02M | 0.1% | +9.7% | 0.427% | |
| 4/14/2025 | Buttonwood Financial Group LLC | 7,577 | $341K | 0.2% | +6.5% | 0.022% | |
| 4/11/2025 | Cranbrook Wealth Management LLC | 7,586 | $357K | 0.1% | +88.1% | 0.022% | |
| 4/11/2025 | Oxinas Partners Wealth Management LLC | 9,887 | $466K | 0.3% | -10.3% | 0.028% | |
| 4/10/2025 | Breakwater Capital Group | 7,011 | $330K | 0.1% | N/A | 0.020% | |
| 4/10/2025 | Cypress Wealth Services LLC | 6,687 | $315K | 0.1% | +11.7% | 0.019% | |
| 4/10/2025 | Strategic Planning Group LLC | 456,706 | $21.51M | 4.2% | N/A | 1.307% | |
| 4/10/2025 | Watershed Private Wealth LLC | 23,944 | $1.13M | 0.5% | +8.1% | 0.069% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 21,958 | $1.03M | 0.0% | +2.3% | 0.063% | |
| 4/9/2025 | Merit Financial Group LLC | 54,111 | $2.55M | 0.0% | +651.1% | 0.155% | |
| 4/9/2025 | NBC Securities Inc. | 1,134 | $53K | 0.0% | +113,300.0% | 0.003% | |
| 4/9/2025 | TL Private Wealth | 197,846 | $8.83M | 4.0% | -1.7% | 0.566% | |
| 4/3/2025 | Insight Wealth Strategies LLC | 230,917 | $10.87M | 1.5% | +99.1% | 0.674% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 90,961 | $4.28M | 3.7% | N/A | 0.266% | |
| 2/25/2025 | Integrated Advisors Network LLC | 9,064 | $426K | 0.0% | +11.2% | 0.074% | |
| 2/24/2025 | Liberty Square Wealth Partners LLC | 22,968 | $1.09M | 0.4% | N/A | 0.187% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,702 | $81K | 0.0% | N/A | 0.014% | |
| 2/21/2025 | Ascent Group LLC | 19,063 | $896K | 0.1% | +307.9% | 0.155% | |
| 2/19/2025 | Invst LLC | 9,249 | $435K | 0.1% | N/A | 0.075% | |
| 2/19/2025 | Retirement Planning Group LLC NY | 55,708 | $2.62M | 2.9% | N/A | 0.453% | |
| 2/17/2025 | Waverly Advisors LLC | 105,088 | $4.94M | 0.1% | +267.5% | 0.854% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 4,909 | $231K | 0.0% | N/A | 0.040% | |
| 2/17/2025 | Colonial Trust Co SC | 3,127 | $147K | 0.0% | N/A | 0.025% | |
| 2/17/2025 | Cetera Investment Advisers | 442,491 | $20.80M | 0.0% | +43.6% | 3.597% | |
| 2/17/2025 | Citadel Advisors LLC | 11,626 | $547K | 0.0% | N/A | 0.095% | |
| 2/17/2025 | Captrust Financial Advisors | 648,984 | $30.51M | 0.1% | +1.6% | 5.276% | |
| 2/17/2025 | Bank of America Corp DE | 493,909 | $23.22M | 0.0% | +228.4% | 4.016% | |
| 2/17/2025 | Ameriprise Financial Inc. | 676,319 | $31.79M | 0.0% | +129.0% | 5.499% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 3,578 | $168K | 0.0% | +18.1% | 0.029% | |
| 2/17/2025 | Advocacy Wealth Management Services LLC | 7,041 | $331K | 0.0% | N/A | 0.057% | |
| 2/14/2025 | LGT Financial Advisors LLC | 637 | $30K | 0.1% | N/A | 0.005% | |
| 2/14/2025 | Jane Street Group LLC | 135,086 | $6.35M | 0.0% | +271.7% | 1.098% | |
| 2/14/2025 | Westbourne Investments Inc. | 16,878 | $756K | 0.4% | N/A | 0.137% | |
| 2/14/2025 | Comerica Bank | 5,043 | $237K | 0.0% | +51.3% | 0.041% | |
| 2/14/2025 | Betterment LLC | 180,280 | $8.48M | 0.0% | +18.9% | 1.466% | |
| 2/14/2025 | Capital Analysts LLC | 4,050 | $190K | 0.0% | N/A | 0.033% | |
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| 2/14/2025 | Kovitz Investment Group Partners LLC | 72,046 | $3.39M | 0.0% | N/A | 0.586% | |
| 2/14/2025 | IHT Wealth Management LLC | 518,878 | $24.39M | 0.8% | N/A | 4.219% | |
| 2/14/2025 | Stifel Financial Corp | 56,942 | $2.68M | 0.0% | +219.3% | 0.463% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 120,018 | $5.64M | 0.1% | -0.3% | 0.976% | |
| 2/14/2025 | MML Investors Services LLC | 156,334 | $7.35M | 0.0% | +232.1% | 1.271% | |
| 2/14/2025 | BOS Asset Management LLC | 5,512 | $259K | 0.1% | N/A | 0.045% | |
| 2/14/2025 | GeoWealth Management LLC | 659 | $31K | 0.0% | +391.8% | 0.005% | |
| 2/14/2025 | Balanced Rock Investment Advisors LLC | 5,866 | $276K | 0.2% | +10.1% | 0.048% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 32,952 | $1.56M | 0.1% | +4,241.5% | 0.268% | |
| 2/13/2025 | NewEdge Advisors LLC | 86,887 | $4.09M | 0.0% | +27,928.1% | 0.706% | |
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