| 6/13/2025 | Optima Capital LLC | 67,143 | $1.92M | 1.2% | -20.2% | 0.436% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 15,048 | $430K | 0.0% | +89.9% | 0.100% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 62,395 | $1.78M | 0.0% | -1.8% | 0.417% | |
| 5/16/2025 | Financial Strategies Group Inc. | 410,436 | $11.48M | 2.7% | -0.6% | 2.740% | |
| 5/16/2025 | NewEdge Advisors LLC | 110,027 | $3.14M | 0.0% | +74,242.6% | 0.734% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 36,331 | $1.04M | 0.0% | +12.2% | 0.243% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 143,234 | $4.09M | 1.3% | +20.8% | 0.956% | |
| 5/15/2025 | Centric Wealth Management | 23,325 | $666K | 0.2% | -32.9% | 0.156% | |
| 5/14/2025 | Kestra Advisory Services LLC | 617,606 | $17.63M | 0.1% | +0.9% | 4.123% | |
| 5/14/2025 | Capital Analysts LLC | 63,153 | $1.80M | 0.1% | +2.0% | 0.422% | |
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| 5/13/2025 | HighTower Advisors LLC | 60,416 | $1.73M | 0.0% | +0.7% | 0.403% | |
| 5/12/2025 | Townsquare Capital LLC | 11,599 | $331K | 0.0% | +34.1% | 0.077% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 70,369 | $2.01M | 0.1% | -17.2% | 0.470% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,124 | $375K | 0.0% | -57.2% | 0.088% | |
| 5/8/2025 | Harbour Investments Inc. | 141,202 | $4.03M | 0.1% | +38.9% | 0.943% | |
| 5/7/2025 | LPL Financial LLC | 284,263 | $8.12M | 0.0% | -17.1% | 1.898% | |
| 5/6/2025 | Cetera Investment Advisers | 1,554,621 | $44.38M | 0.1% | -8.3% | 10.434% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 116,794 | $3.33M | 0.0% | -1.8% | 0.784% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 50,391 | $1.44M | 0.0% | +3.2% | 0.338% | |
| 5/5/2025 | ODonnell Financial Services LLC | 139,615 | $3.99M | 1.6% | -28.2% | 0.937% | |
| 5/2/2025 | Independent Wealth Network Inc. | 80,827 | $2.31M | 0.9% | -4.3% | 0.542% | |
| 5/2/2025 | Sigma Planning Corp | 255,285 | $7.29M | 0.2% | +2.5% | 1.713% | |
| 5/1/2025 | CWM LLC | 11,932 | $341K | 0.0% | +417.2% | 0.080% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 9,000 | $257K | 0.1% | N/A | 0.060% | |
| 4/30/2025 | Allworth Financial LP | 1,627,041 | $45.95M | 0.3% | +6.8% | 10.920% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 52,250 | $1.49M | 0.1% | +245.1% | 0.351% | |
| 4/30/2025 | Stratos Investment Management LLC | 99,095 | $2.83M | 0.2% | N/A | 0.665% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 56,460 | $1.61M | 0.3% | N/A | 0.379% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 971,342 | $27.73M | 0.0% | +29.9% | 6.519% | |
| 4/29/2025 | Brookstone Capital Management | 100,413 | $2.87M | 0.0% | -40.9% | 0.674% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 45,674 | $1.30M | 0.1% | +17.8% | 0.307% | |
| 4/28/2025 | Novem Group | 8,650 | $247K | 0.0% | -7.0% | 0.058% | |
| 4/25/2025 | Keystone Financial Services LLC | 305,114 | $8.71M | 7.4% | +7.4% | 2.048% | |
| 4/23/2025 | Retirement Guys Formula LLC | 355,161 | $10.14M | 5.0% | -32.1% | 2.384% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 216,146 | $6.17M | 0.0% | +10.3% | 1.451% | |
| 4/22/2025 | Ergawealth Advisors Inc. | 40,383 | $1.15M | 0.6% | +2.1% | 0.271% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 9,781 | $270K | 0.1% | +3.8% | 0.066% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 575,854 | $16.44M | 1.6% | +1.7% | 3.720% | |
| 4/10/2025 | Trinity Wealth Management LLC | 43,979 | $1.26M | 0.6% | N/A | 0.284% | |
| 4/10/2025 | Sugar Maple Asset Management LLC | 183,153 | $5.23M | 4.1% | +39.3% | 1.183% | |
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| 4/9/2025 | HBW Advisory Services LLC | 13,696 | $391K | 0.1% | -6.1% | 0.088% | |
| 3/14/2025 | Keystone Financial Services LLC | 284,003 | $8.32M | 7.6% | N/A | 1.809% | |
| 3/6/2025 | IronOak Wealth LLC. | 111,276 | $3.26M | 3.6% | N/A | 0.721% | |
| 3/5/2025 | Copley Financial Group Inc. | 49,250 | $1.44M | 1.1% | +437.8% | 0.319% | |
| 2/25/2025 | Armis Advisers LLC | 961,210 | $28.15M | 3.4% | N/A | 6.229% | |
| 2/18/2025 | 49 Wealth Management LLC | 9,241 | $271K | 0.0% | N/A | 0.075% | |
| 2/18/2025 | Novem Group | 9,300 | $272K | 0.0% | N/A | 0.076% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 43,754 | $1.28M | 0.2% | +76.4% | 0.357% | |
| 2/17/2025 | Diligent Investors LLC | 35,373 | $1.04M | 0.2% | +6.0% | 0.289% | |
| 2/17/2025 | Cetera Investment Advisers | 1,695,694 | $49.67M | 0.1% | +19.6% | 13.842% | |
| 2/14/2025 | Jane Street Group LLC | 32,388 | $949K | 0.0% | N/A | 0.264% | |
| 2/14/2025 | Triumph Capital Management | 12,219 | $358K | 0.1% | +8.3% | 0.100% | |
| 2/14/2025 | Capital Analysts LLC | 61,911 | $1.81M | 0.1% | N/A | 0.505% | |
| 2/14/2025 | Core Wealth Advisors Inc. | 118,558 | $3.47M | 1.1% | +15.7% | 0.968% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 32,386 | $949K | 0.0% | N/A | 0.264% | |
| 2/14/2025 | MML Investors Services LLC | 737,315 | $21.60M | 0.1% | +1.1% | 6.019% | |
| 2/13/2025 | Belpointe Asset Management LLC | 158,204 | $4.50M | 0.3% | +5.2% | 1.291% | |
| 2/13/2025 | Advisory Services Network LLC | 105,240 | $3.08M | 0.1% | -8.9% | 0.859% | |
| 2/13/2025 | Cascades Capital Asset Management LLC | 83,470 | $2.45M | 1.3% | -6.8% | 0.681% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 747,865 | $21.91M | 0.0% | +16.8% | 6.105% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 7,924 | $232K | 0.0% | -15.4% | 0.065% | |
| 2/12/2025 | Centric Wealth Management | 34,749 | $1.02M | 0.3% | -8.1% | 0.284% | |
| 2/12/2025 | OLD Mission Capital LLC | 26,997 | $791K | 0.0% | N/A | 0.220% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 8,712 | $255K | 0.0% | -38.9% | 0.071% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,640 | $77K | 0.0% | +911.5% | 0.022% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 252,236 | $7.39M | 0.6% | N/A | 2.059% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 63,553 | $1.86M | 0.0% | -3.1% | 0.519% | |
| 2/11/2025 | LPL Financial LLC | 342,882 | $10.04M | 0.0% | -5.1% | 2.799% | |
| 2/10/2025 | Harbour Investments Inc. | 101,655 | $2.98M | 0.1% | +187.8% | 0.830% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 20,132 | $590K | 0.0% | +60.6% | 0.164% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 152,082 | $4.45M | 0.0% | +7.4% | 1.241% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 118,933 | $3.48M | 0.0% | +22.5% | 0.971% | |
| 2/7/2025 | PFG Advisors | 16,741 | $490K | 0.0% | +9.5% | 0.137% | |
| 2/7/2025 | HighTower Advisors LLC | 60,002 | $1.76M | 0.0% | -6.2% | 0.490% | |
| 2/7/2025 | Coordinated Financial Services Inc. | 7,405 | $217K | 0.2% | N/A | 0.060% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,093 | $471K | 0.1% | +45.3% | 0.131% | |
| 2/6/2025 | Atria Investments Inc | 49,676 | $1.46M | 0.0% | -87.9% | 0.406% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,590 | $134K | 0.0% | -6.9% | 0.037% | |
| 2/5/2025 | Maripau Wealth Management LLC | 566,347 | $16.59M | 9.8% | -15.6% | 4.623% | |
| 2/5/2025 | Ergawealth Advisors Inc. | 39,534 | $1.16M | 0.6% | -34.4% | 0.323% | |
| 2/3/2025 | Sigma Planning Corp | 248,980 | $7.29M | 0.2% | +61.9% | 2.032% | |
| 1/31/2025 | Kestra Investment Management LLC | 1,720 | $50K | 0.0% | N/A | 0.014% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 30,673 | $898K | 0.0% | +32.9% | 0.250% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 10,485 | $307K | 0.0% | N/A | 0.086% | |
| 1/30/2025 | Allworth Financial LP | 1,523,701 | $45.33M | 0.2% | +97.3% | 12.438% | |
| 1/29/2025 | Retirement Guys Formula LLC | 522,796 | $15.31M | 7.7% | -19.3% | 4.268% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 48,805 | $1.43M | 0.0% | -9.3% | 0.398% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 38,759 | $1.14M | 0.1% | +158.0% | 0.316% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 15,141 | $443K | 0.0% | +15.6% | 0.124% | |
| 1/24/2025 | Financial Strategies Group Inc. | 413,118 | $12.03M | 2.9% | -0.7% | 3.372% | |
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| 1/24/2025 | ODonnell Financial Services LLC | 194,437 | $5.58M | 2.5% | -2.4% | 1.587% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 84,980 | $2.50M | 0.1% | -16.7% | 0.694% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 8,372 | $245K | 0.0% | -81.2% | 0.068% | |
| 1/17/2025 | New Century Financial Group LLC | 242,391 | $7.14M | 3.0% | +14.8% | 1.979% | |
| 1/17/2025 | Independent Wealth Network Inc. | 84,430 | $2.47M | 1.0% | +9.5% | 0.689% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 131,469 | $3.85M | 2.9% | +50.6% | 1.073% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 9,420 | $274K | 0.1% | N/A | 0.077% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 566,347 | $16.59M | 1.9% | -15.5% | 4.623% | |
| 1/13/2025 | Brookstone Capital Management | 169,765 | $4.97M | 0.1% | -38.3% | 1.386% | |
| 1/10/2025 | HBW Advisory Services LLC | 14,583 | $427K | 0.1% | +15.9% | 0.119% | |
