| 8/1/2025 | FSA Advisors Inc. | 28,983 | $1.09M | 0.9% | -0.9% | 0.377% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,950 | $673K | 0.0% | -17.6% | 0.234% | |
| 7/30/2025 | Strategic Blueprint LLC | 50,156 | $1.88M | 0.1% | +1.9% | 0.653% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 33,123 | $1.24M | 1.1% | -11.9% | 0.431% | |
| 7/30/2025 | Brookstone Capital Management | 82,326 | $3.09M | 0.0% | -1.3% | 1.072% | |
| 7/29/2025 | ODonnell Financial Services LLC | 10,945 | $410K | 0.2% | -72.6% | 0.143% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 12,951 | $485K | 0.0% | -24.6% | 0.169% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 10,740 | $403K | 0.0% | -4.1% | 0.140% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 13,291 | $498K | 0.1% | -81.1% | 0.173% | |
| 7/28/2025 | Compass Advisory Group LLC | 541,364 | $20.29M | 6.4% | +0.8% | 7.049% | |
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| 7/28/2025 | Harbour Investments Inc. | 5,970 | $224K | 0.0% | +19.8% | 0.078% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 10,014 | $377K | 0.0% | N/A | 0.130% | |
| 7/24/2025 | Blair William & Co. IL | 118,736 | $4.45M | 0.0% | +2.2% | 1.546% | |
| 7/23/2025 | NBT Bank N A NY | 2,750 | $103K | 0.0% | N/A | 0.036% | |
| 7/22/2025 | Belpointe Asset Management LLC | 23,773 | $891K | 0.0% | +2.6% | 0.310% | |
| 7/22/2025 | Berkshire Money Management Inc. | 157,000 | $5.88M | 0.6% | -38.1% | 2.044% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 5,650 | $212K | 0.1% | -19.9% | 0.074% | |
| 7/22/2025 | MBL Wealth LLC | 214,227 | $8.03M | 0.8% | -33.9% | 2.789% | |
| 7/18/2025 | Truist Financial Corp | 46,217 | $1.73M | 0.0% | +3.8% | 0.602% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 21,842 | $819K | 0.0% | -12.8% | 0.284% | |
| 7/17/2025 | Clear Point Advisors Inc. | 12,849 | $482K | 0.4% | -9.8% | 0.167% | |
| 7/16/2025 | PFS Partners LLC | 513,644 | $19.25M | 9.7% | -1.1% | 6.688% | |
| 7/14/2025 | AdvisorNet Financial Inc | 100,894 | $3.78M | 0.2% | -0.4% | 1.314% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 96,583 | $3.69M | 0.0% | +150.0% | 1.258% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 70,328 | $2.64M | 0.1% | +2.5% | 0.916% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 43,864 | $1.64M | 0.1% | -2.4% | 0.571% | |
| 7/2/2025 | HBW Advisory Services LLC | 30,966 | $1.16M | 0.1% | -3.7% | 0.400% | |
| 5/21/2025 | MBL Wealth LLC | 324,103 | $11.58M | 1.2% | -2.1% | 3.845% | |
| 5/20/2025 | Belpointe Asset Management LLC | 23,173 | $828K | 0.0% | +77.4% | 0.275% | |
| 5/19/2025 | Jane Street Group LLC | 10,443 | $373K | 0.0% | -63.0% | 0.124% | |
| 5/16/2025 | Faithward Advisors LLC | 40,113 | $1.43M | 0.2% | +156.2% | 0.476% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 19,641 | $702K | 0.1% | +2.1% | 0.233% | |
| 5/15/2025 | OLD Mission Capital LLC | 10,642 | $380K | 0.0% | -79.6% | 0.126% | |
| 5/14/2025 | Kestra Advisory Services LLC | 99,035 | $3.54M | 0.0% | -30.9% | 1.175% | |
| 5/14/2025 | TFB Advisors LLC | 6,504 | $232K | 0.1% | -13.3% | 0.077% | |
| 5/14/2025 | Capital Analysts LLC | 33,999 | $1.22M | 0.0% | +27.2% | 0.403% | |
| 5/14/2025 | JT Stratford LLC | 32,341 | $1.16M | 0.2% | -3.6% | 0.384% | |
| 5/13/2025 | Raymond James Financial Inc. | 126,513 | $4.52M | 0.0% | +225.5% | 1.501% | |
| 5/13/2025 | Compass Advisory Group LLC | 536,845 | $19.19M | 6.7% | +9.8% | 6.368% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 295,780 | $10.57M | 6.4% | +1.8% | 3.509% | |
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| 5/13/2025 | HighTower Advisors LLC | 100,318 | $3.59M | 0.0% | +19.6% | 1.190% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 37,594 | $1.34M | 1.3% | +3.4% | 0.446% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 118,999 | $4.25M | 0.1% | -5.6% | 1.412% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 434,843 | $15.54M | 0.0% | +15.7% | 5.158% | |
| 5/9/2025 | Blair William & Co. IL | 116,164 | $4.15M | 0.0% | +160.7% | 1.378% | |
| 5/8/2025 | BCGM Wealth Management LLC | 22,745 | $813K | 0.2% | +140.4% | 0.270% | |
| 5/8/2025 | Harbour Investments Inc. | 4,983 | $178K | 0.0% | +10.7% | 0.059% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 12,318 | $440K | 0.2% | +86.8% | 0.146% | |
| 5/8/2025 | Grantvest Financial Group LLC | 6,079 | $217K | 0.2% | N/A | 0.072% | |
| 5/8/2025 | FSA Advisors Inc. | 29,250 | $1.05M | 0.8% | -2.2% | 0.347% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 12,924 | $462K | 0.0% | +18.2% | 0.153% | |
| 5/7/2025 | LPL Financial LLC | 71,800 | $2.57M | 0.0% | +10.1% | 0.852% | |
| 5/7/2025 | Investment Management Corp VA ADV | 84,838 | $3.03M | 2.7% | -0.5% | 1.006% | |
| 5/7/2025 | First Heartland Consultants Inc. | 11,184 | $400K | 0.0% | +11.1% | 0.133% | |
| 5/7/2025 | Phoenix Financial Ltd. | 6,655 | $237K | 0.0% | N/A | 0.079% | |
| 5/6/2025 | Cetera Investment Advisers | 432,970 | $15.47M | 0.0% | +265.6% | 5.136% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 29,677 | $1.06M | 0.0% | +3.3% | 0.352% | |
| 5/6/2025 | AE Wealth Management LLC | 5,876 | $210K | 0.0% | +43.9% | 0.070% | |
| 5/6/2025 | WorthPointe LLC | 16,997 | $607K | 0.3% | +29.1% | 0.202% | |
| 5/6/2025 | PFG Advisors | 11,747 | $420K | 0.0% | N/A | 0.139% | |
| 5/5/2025 | Miller Financial Services LLC | 24,810 | $887K | 1.3% | -2.5% | 0.294% | |
| 5/5/2025 | Wealth Alliance LLC | 25,679 | $918K | 0.1% | -3.7% | 0.305% | |
| 5/5/2025 | ODonnell Financial Services LLC | 39,910 | $1.43M | 0.6% | N/A | 0.473% | |
| 5/2/2025 | Acas LLC | 16,898 | $598K | 0.5% | +9.4% | 0.195% | |
| 5/2/2025 | Sigma Planning Corp | 6,673 | $238K | 0.0% | +8.9% | 0.077% | |
| 5/1/2025 | Corrado Advisors LLC | 9,837 | $352K | 0.2% | N/A | 0.113% | |
| 5/1/2025 | CWM LLC | 1,628 | $58K | 0.0% | -32.4% | 0.019% | |
| 5/1/2025 | Stephens Inc. AR | 429,752 | $15.36M | 0.2% | +11.9% | 4.951% | |
| 4/30/2025 | Allworth Financial LP | 729 | $26K | 0.0% | -87.4% | 0.008% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 6,219 | $222K | 0.0% | -16.7% | 0.072% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,238 | $223K | 0.0% | N/A | 0.072% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 56,237 | $2.01M | 0.7% | +314.3% | 0.648% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,783 | $779K | 0.0% | -30.5% | 0.251% | |
| 4/29/2025 | World Investment Advisors | 13,745 | $491K | 0.0% | N/A | 0.158% | |
| 4/29/2025 | Strategic Blueprint LLC | 49,233 | $1.76M | 0.1% | +125.0% | 0.567% | |
| 4/29/2025 | Brookstone Capital Management | 83,406 | $2.98M | 0.0% | +15.4% | 0.961% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 30,793 | $1.10M | 0.0% | -22.0% | 0.355% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 11,205 | $400K | 0.0% | -12.0% | 0.129% | |
| 4/25/2025 | Crown Wealth Group LLC | 16,699 | $597K | 0.3% | -6.2% | 0.192% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 5,011 | $179K | 0.0% | +26.8% | 0.058% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 7,050 | $252K | 0.1% | -6.2% | 0.081% | |
| 4/23/2025 | Berkshire Money Management Inc. | 253,641 | $9.07M | 1.0% | -31.5% | 2.922% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,173 | $256K | 0.0% | N/A | 0.083% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 70,163 | $2.51M | 0.5% | -2.4% | 0.808% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 53,756 | $1.92M | 0.0% | -2.5% | 0.619% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 35,992 | $1.29M | 0.5% | +3.8% | 0.415% | |
| 4/18/2025 | Global Trust Asset Management LLC | 5,000 | $179K | 0.1% | -79.4% | 0.058% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 25,057 | $896K | 0.0% | +4.2% | 0.289% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 68,630 | $2.45M | 0.1% | +5.7% | 0.791% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 6,455 | $231K | 0.1% | N/A | 0.074% | |
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| 4/10/2025 | Diligent Investors LLC | 9,597 | $343K | 0.1% | +14.0% | 0.108% | |
| 4/9/2025 | HBW Advisory Services LLC | 32,149 | $1.15M | 0.2% | +17.0% | 0.362% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 44,932 | $1.61M | 0.1% | N/A | 0.506% | |
| 4/9/2025 | NBC Securities Inc. | 3,510 | $125K | 0.0% | N/A | 0.040% | |
| 4/7/2025 | AdvisorNet Financial Inc | 101,335 | $3.62M | 0.3% | -1.6% | 1.141% | |
| 4/2/2025 | Marcum Wealth LLC | 57,818 | $2.07M | 0.2% | +2.1% | 0.651% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,367 | $1.43M | 0.0% | +15.9% | 0.416% | |
| 3/10/2025 | Mattson Financial Services LLC | 1,562 | $58K | 0.0% | -20.7% | 0.017% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 13,573 | $506K | 0.2% | N/A | 0.145% | |
| 2/18/2025 | Investment Management Corp VA ADV | 85,264 | $3.19M | 2.8% | N/A | 0.727% | |
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