| 5/27/2025 | Jacobi Capital Management LLC | 75,082 | $2.80M | 0.2% | -6.8% | 0.425% | |
| 5/20/2025 | Focus Partners Wealth | 32,163 | $1.20M | 0.0% | -1.5% | 0.182% | |
| 5/19/2025 | Jane Street Group LLC | 13,787 | $513K | 0.0% | +6.6% | 0.078% | |
| 5/19/2025 | SageView Advisory Group LLC | 73,522 | $2.74M | 0.1% | +64.2% | 0.417% | |
| 5/19/2025 | Advisory Alpha LLC | 34,105 | $1.27M | 0.0% | -9.4% | 0.193% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 2,690,767 | $100.15M | 24.9% | -2.3% | 15.245% | |
| 5/16/2025 | Talon Private Wealth LLC | 53,964 | $2.01M | 0.3% | +20.8% | 0.306% | |
| 5/16/2025 | NewEdge Advisors LLC | 24,916 | $927K | 0.0% | -27.2% | 0.141% | |
| 5/16/2025 | Alliancebernstein L.P. | 4,913,178 | $182.87M | 0.1% | -5.9% | 27.837% | |
| 5/15/2025 | MAI Capital Management | 56,417 | $2.10M | 0.0% | -10.8% | 0.320% | |
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| 5/15/2025 | Calton & Associates Inc. | 7,648 | $285K | 0.1% | N/A | 0.043% | |
| 5/15/2025 | OLD Mission Capital LLC | 31,812 | $1.18M | 0.0% | -7.2% | 0.180% | |
| 5/14/2025 | CreativeOne Wealth LLC | 20,840 | $776K | 0.0% | -14.2% | 0.118% | |
| 5/14/2025 | Luminist Capital LLC | 157,297 | $5.86M | 6.3% | N/A | 0.891% | |
| 5/14/2025 | Kestra Advisory Services LLC | 213,355 | $7.94M | 0.0% | -4.6% | 1.209% | |
| 5/13/2025 | Raymond James Financial Inc. | 257,492 | $9.58M | 0.0% | -23.3% | 1.459% | |
| 5/13/2025 | Cresset Asset Management LLC | 26,448 | $984K | 0.0% | -11.8% | 0.150% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 24,463 | $911K | 0.0% | -41.6% | 0.139% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 77,379 | $2.88M | 0.2% | -0.5% | 0.438% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 239,419 | $8.91M | 0.0% | -1.5% | 1.356% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 2,383 | $89K | 0.1% | +53.4% | 0.014% | |
| 5/13/2025 | HighTower Advisors LLC | 178,762 | $6.65M | 0.0% | -4.7% | 1.013% | |
| 5/12/2025 | Benjamin Edwards Inc. | 5,654 | $210K | 0.0% | -7.0% | 0.032% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,200 | $82K | 0.0% | N/A | 0.012% | |
| 5/9/2025 | WealthShield Partners LLC | 8,977 | $334K | 0.0% | -18.3% | 0.051% | |
| 5/9/2025 | Gill Capital Partners LLC | 101,324 | $3.77M | 1.3% | -4.8% | 0.574% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 462,939 | $17.23M | 0.0% | -2.5% | 2.623% | |
| 5/8/2025 | Harbour Investments Inc. | 9,965 | $371K | 0.0% | -4.6% | 0.056% | |
| 5/8/2025 | Arkadios Wealth Advisors | 23,732 | $883K | 0.0% | +136.5% | 0.134% | |
| 5/8/2025 | FSA Advisors Inc. | 16,798 | $625K | 0.5% | +56.0% | 0.095% | |
| 5/7/2025 | PTM Wealth Management LLC | 12,699 | $441K | 0.4% | N/A | 0.072% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 34,812 | $1.30M | 0.0% | +12.1% | 0.197% | |
| 5/7/2025 | Bellwether Advisors LLC | 98,620 | $3.67M | 0.8% | +2.2% | 0.559% | |
| 5/7/2025 | LPL Financial LLC | 319,276 | $11.88M | 0.0% | +15.6% | 1.809% | |
| 5/7/2025 | Keystone Financial Group Inc. | 3,115 | $116K | 0.1% | -45.8% | 0.018% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 7,006 | $261K | 0.0% | N/A | 0.040% | |
| 5/6/2025 | Cetera Investment Advisers | 264,225 | $9.83M | 0.0% | +7.8% | 1.465% | |
| 5/6/2025 | AE Wealth Management LLC | 21,268 | $792K | 0.0% | -38.0% | 0.118% | |
| 5/6/2025 | Retirement Income Solutions Inc | 39,639 | $1.48M | 0.3% | -1.4% | 0.220% | |
| 5/6/2025 | WorthPointe LLC | 10,177 | $379K | 0.2% | -24.9% | 0.056% | |
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| 5/5/2025 | IFP Advisors Inc | 31,866 | $1.19M | 0.0% | -3.8% | 0.177% | |
| 5/5/2025 | Foundry Financial Group Inc. | 7,238 | $269K | 0.2% | -19.0% | 0.040% | |
| 5/5/2025 | Calton & Associates Inc. | 15,295 | $569K | 0.1% | N/A | 0.085% | |
| 5/5/2025 | Csenge Advisory Group | 20,862 | $751K | 0.0% | -6.7% | 0.116% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 5,540 | $206K | 0.1% | -7.8% | 0.031% | |
| 5/2/2025 | Apollon Wealth Management LLC | 24,268 | $903K | 0.0% | -12.6% | 0.135% | |
| 5/2/2025 | Sigma Planning Corp | 7,226 | $269K | 0.0% | -20.9% | 0.040% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 12,348 | $460K | 0.5% | -20.7% | 0.068% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 6,725 | $248K | 0.0% | N/A | 0.037% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 15,013 | $559K | 0.0% | N/A | 0.083% | |
| 4/30/2025 | Trek Financial LLC | 32,997 | $1.23M | 0.1% | -1.0% | 0.183% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 21,888 | $815K | 0.0% | +6.9% | 0.121% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 222,206 | $8.27M | 0.0% | +5.1% | 1.232% | |
| 4/29/2025 | Penserra Capital Management LLC | 1,294,851 | $48.19M | 0.9% | +3.6% | 7.182% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 147,108 | $5.48M | 0.1% | -0.3% | 0.816% | |
| 4/29/2025 | World Investment Advisors | 5,390 | $201K | 0.0% | -5.3% | 0.030% | |
| 4/29/2025 | Brookstone Capital Management | 903,612 | $33.63M | 0.5% | -6.3% | 5.012% | |
| 4/28/2025 | Straight Path Wealth Management | 8,457 | $315K | 0.1% | N/A | 0.047% | |
| 4/25/2025 | Crown Wealth Group LLC | 17,188 | $640K | 0.3% | -12.5% | 0.095% | |
| 4/23/2025 | Goldstein Advisors LLC | 6,983 | $260K | 0.0% | -3.8% | 0.039% | |
| 4/23/2025 | Continuum Advisory LLC | 12,610 | $469K | 0.1% | -4.9% | 0.070% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 65,382 | $2.43M | 0.0% | -5.3% | 0.363% | |
| 4/22/2025 | Weaver Capital Management LLC | 23,466 | $873K | 0.2% | -2.8% | 0.130% | |
| 4/21/2025 | Clear Point Advisors Inc. | 13,672 | $509K | 0.5% | -12.8% | 0.076% | |
| 4/21/2025 | LifeWealth Investments LLC | 8,969 | $334K | 0.1% | N/A | 0.050% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 16,170 | $602K | 0.0% | N/A | 0.090% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 28,614 | $1.07M | 0.0% | -1.4% | 0.159% | |
| 4/17/2025 | Keystone Wealth Services LLC | 76,051 | $2.83M | 0.8% | -2.9% | 0.422% | |
| 4/16/2025 | CRA Financial Services LLC | 47,018 | $1.75M | 0.3% | +2.6% | 0.261% | |
| 4/16/2025 | Southland Equity Partners LLC | 48,807 | $1.82M | 0.4% | +32.7% | 0.271% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 123,201 | $4.59M | 0.0% | -64.6% | 0.683% | |
| 4/16/2025 | BigSur Wealth Management LLC | 4,324 | $161K | 0.0% | N/A | 0.024% | |
| 4/15/2025 | Chris Bulman Inc | 27,792 | $1.03M | 0.7% | -2.1% | 0.154% | |
| 4/15/2025 | Focus Financial Network Inc. | 11,816 | $440K | 0.0% | -8.6% | 0.066% | |
| 4/14/2025 | Farther Finance Advisors LLC | 26,284 | $981K | 0.0% | -6.0% | 0.127% | |
| 4/14/2025 | City Holding Co. | 11,865 | $442K | 0.1% | -7.8% | 0.057% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 10,150 | $378K | 0.1% | -6.0% | 0.049% | |
| 4/14/2025 | BCS Wealth Management | 42,719 | $1.59M | 0.4% | -8.7% | 0.206% | |
| 4/11/2025 | KFG Wealth Management LLC | 56,700 | $2.11M | 0.4% | +25.3% | 0.274% | |
| 4/10/2025 | McAlister Sweet & Associates Inc. | 74,271 | $2.76M | 2.1% | +0.8% | 0.359% | |
| 4/9/2025 | Buska Wealth Management LLC | 292,825 | $10.90M | 3.4% | -2.7% | 1.415% | |
| 4/9/2025 | RFG Advisory LLC | 53,472 | $1.99M | 0.1% | -4.8% | 0.258% | |
| 4/9/2025 | Cypress Financial Planning LLC | 9,212 | $343K | 0.1% | -3.9% | 0.045% | |
| 4/8/2025 | Advisory Alpha LLC | 34,545 | $1.29M | 0.1% | -8.2% | 0.167% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 348,348 | $13.19M | 0.0% | +664.3% | 1.689% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 8,924 | $337K | 0.1% | N/A | 0.043% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 39,178 | $1.52M | 0.4% | +8.3% | 0.190% | |
| 3/4/2025 | Buska Wealth Management LLC | 300,886 | $11.40M | 3.6% | -1.9% | 1.458% | |
| 2/27/2025 | Bernard Wealth Management Corp. | 1,114 | $42K | 0.0% | N/A | 0.005% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 13,300 | $504K | 0.3% | N/A | 0.064% | |
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| 2/25/2025 | B. Riley Wealth Advisors Inc. | 31,026 | $1.18M | 0.0% | +180.8% | 0.150% | |
| 2/25/2025 | Armis Advisers LLC | 38,663 | $1.46M | 0.2% | N/A | 0.187% | |
| 2/20/2025 | Michels Family Financial LLC | 5,300 | $201K | 0.2% | N/A | 0.026% | |
| 2/18/2025 | Investment Management Corp VA ADV | 1,502 | $57K | 0.1% | N/A | 0.007% | |
| 2/18/2025 | Retirement Planning Group LLC | 9,516 | $360K | 0.0% | +11.9% | 0.047% | |
| 2/18/2025 | Orion Capital Management LLC | 22,742 | $861K | 0.4% | +1.8% | 0.112% | |
| 2/17/2025 | Stuart Chaussee & Associates Inc. | 2,754,964 | $104.34M | 25.9% | -3.2% | 13.571% | |
| 2/17/2025 | Focus Partners Wealth | 32,663 | $1.24M | 0.0% | +2.1% | 0.161% | |
| 2/17/2025 | CoreCap Advisors LLC | 113,581 | $4.30M | 0.2% | +29.5% | 0.560% | |
| 2/17/2025 | Cresset Asset Management LLC | 29,974 | $1.14M | 0.0% | +25.1% | 0.148% | |
