| 5/2/2025 | Independent Wealth Network Inc. | 16,914 | $401K | 0.2% | +26.8% | 0.022% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 166,909 | $3.96M | 0.1% | -3.5% | 0.218% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 55,642 | $1.32M | 1.3% | +19.8% | 0.073% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 1,756 | $42K | 0.0% | +360.9% | 0.002% | |
| 5/2/2025 | Apollon Wealth Management LLC | 15,244 | $362K | 0.0% | +8.0% | 0.020% | |
| 5/2/2025 | Sigma Planning Corp | 67,909 | $1.61M | 0.1% | -22.5% | 0.089% | |
| 5/1/2025 | CWM LLC | 62,127 | $1.47M | 0.0% | +4.2% | 0.081% | |
| 5/1/2025 | Stephens Inc. AR | 93,595 | $2.22M | 0.0% | +2.7% | 0.122% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 162,429 | $3.85M | 0.9% | N/A | 0.212% | |
| 5/1/2025 | SteelPeak Wealth LLC | 45,250 | $1.07M | 0.0% | -4.6% | 0.059% | |
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| 4/30/2025 | Moloney Securities Asset Management LLC | 56,554 | $1.34M | 0.2% | +1.8% | 0.074% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 87,935 | $2.09M | 0.1% | -18.1% | 0.115% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 23,662 | $561K | 0.0% | +180.2% | 0.031% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,520 | $392K | 0.0% | +18.0% | 0.022% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,656,121 | $39.28M | 0.0% | -0.8% | 2.163% | |
| 4/29/2025 | Chilton Capital Management LLC | 27,381 | $649K | 0.0% | +153.9% | 0.036% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 191,755 | $4.55M | 0.1% | +40.4% | 0.250% | |
| 4/29/2025 | Truist Financial Corp | 1,333,490 | $31.63M | 0.1% | -3.3% | 1.742% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 137,672 | $3.27M | 0.3% | +85.7% | 0.180% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 263,693 | $6.20M | 0.6% | +13.7% | 0.344% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 30,851 | $732K | 0.2% | +14.0% | 0.040% | |
| 4/28/2025 | TKG Advisors LLC | 17,685 | $419K | 0.2% | -3.1% | 0.023% | |
| 4/28/2025 | D.A. Davidson & CO. | 91,479 | $2.17M | 0.0% | +7.5% | 0.120% | |
| 4/28/2025 | Novem Group | 21,685 | $514K | 0.1% | +2.2% | 0.028% | |
| 4/28/2025 | Private Trust Co. NA | 24,786 | $588K | 0.1% | +23.7% | 0.032% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 8,620 | $204K | 0.0% | N/A | 0.011% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 2,000 | $47K | 0.0% | N/A | 0.003% | |
| 4/25/2025 | G&S Capital LLC | 130,685 | $3.10M | 1.3% | +7.5% | 0.171% | |
| 4/25/2025 | Argent Advisors Inc. | 398,017 | $9.44M | 3.2% | +50.8% | 0.520% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 61,379 | $1.47M | 0.1% | +13.3% | 0.080% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 35,539 | $843K | 0.0% | +3.5% | 0.046% | |
| 4/24/2025 | Sunbelt Securities Inc. | 17,366 | $412K | 0.0% | +2.6% | 0.023% | |
| 4/23/2025 | KPP Advisory Services LLC | 86,344 | $2.05M | 0.4% | +6.8% | 0.113% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 30,851 | $732K | 0.0% | +14.0% | 0.040% | |
| 4/23/2025 | Spire Wealth Management | 2,675 | $63K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Global Assets Advisory LLC | 107,850 | $2.42M | 0.5% | +195.9% | 0.141% | |
| 4/23/2025 | Econ Financial Services Corp | 66,551 | $1.58M | 0.8% | N/A | 0.087% | |
| 4/23/2025 | International Assets Investment Management LLC | 43,349 | $1.03M | 0.0% | -20.8% | 0.057% | |
| 4/23/2025 | Balboa Wealth Partners | 51,250 | $1.22M | 0.3% | +5.2% | 0.067% | |
| 4/23/2025 | IMG Wealth Management Inc. | 1,715 | $41K | 0.0% | +47.0% | 0.002% | |
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| 4/23/2025 | Walkner Condon Financial Advisors LLC | 13,300 | $315K | 0.1% | -12.8% | 0.017% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 34,568 | $820K | 0.0% | +4.2% | 0.045% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 671,580 | $15.93M | 0.1% | +3.3% | 0.877% | |
| 4/22/2025 | Cherry Creek Investment Advisors Inc. | 9,703 | $230K | 0.1% | -28.3% | 0.013% | |
| 4/22/2025 | Ergawealth Advisors Inc. | 255,887 | $6.07M | 3.0% | +14.8% | 0.334% | |
| 4/22/2025 | Midwest Financial Group LLC | 231,518 | $5.49M | 3.2% | -15.5% | 0.302% | |
| 4/22/2025 | Echo Wealth Management LLC | 335,481 | $7.96M | 5.4% | -15.8% | 0.438% | |
| 4/21/2025 | Avior Wealth Management LLC | 29,566 | $701K | 0.0% | +1.7% | 0.039% | |
| 4/21/2025 | ORG Partners LLC | 8,000 | $190K | 0.0% | -42.9% | 0.010% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 25,666 | $609K | 0.0% | +50.8% | 0.034% | |
| 4/21/2025 | Luken Investment Analytics LLC | 668,603 | $15.86M | 7.4% | +74.8% | 0.873% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 10,062 | $239K | 0.1% | -9.1% | 0.013% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 22,016 | $522K | 0.1% | +19.5% | 0.029% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 503,736 | $11.95M | 0.0% | -5.1% | 0.658% | |
| 4/17/2025 | Good Life Advisors LLC | 265,437 | $6.30M | 0.4% | +49.6% | 0.347% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 532,154 | $12.62M | 1.8% | +1,792.5% | 0.695% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 553,881 | $13.14M | 0.0% | +9.6% | 0.724% | |
| 4/16/2025 | Marshall Financial Group LLC | 37,546 | $891K | 0.2% | -10.5% | 0.049% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 123,564 | $2.93M | 1.4% | +25.7% | 0.164% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 11,665 | $277K | 0.1% | N/A | 0.016% | |
| 4/14/2025 | Farther Finance Advisors LLC | 11,859 | $282K | 0.0% | -78.2% | 0.016% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 8,948 | $212K | 0.0% | N/A | 0.012% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 122,030 | $2.90M | 0.4% | +24.0% | 0.162% | |
| 4/11/2025 | Next Level Private LLC | 27,846 | $661K | 0.2% | +14.1% | 0.037% | |
| 4/11/2025 | Insight Advisors LLC PA | 43,239 | $1.03M | 0.2% | +15.4% | 0.057% | |
| 4/11/2025 | Adamsbrown Wealth Consultants LLC | 468,939 | $11.12M | 3.5% | N/A | 0.623% | |
| 4/10/2025 | Retirement Planning Group LLC | 44,166 | $1.05M | 0.0% | +82.2% | 0.059% | |
| 4/10/2025 | Beacon Financial Group | 55,009 | $1.31M | 0.1% | +13.5% | 0.073% | |
| 4/10/2025 | Secure Asset Management LLC | 49,634 | $1.18M | 0.2% | +1.8% | 0.066% | |
| 4/10/2025 | Accel Wealth Management | 11,811 | $280K | 0.1% | +6.6% | 0.016% | |
| 4/10/2025 | TrueWealth Advisors LLC | 36,982 | $877K | 0.3% | +6.5% | 0.049% | |
| 4/9/2025 | RFG Advisory LLC | 91,976 | $2.18M | 0.1% | +23.8% | 0.122% | |
| 4/9/2025 | HBW Advisory Services LLC | 12,012 | $285K | 0.0% | +30.5% | 0.016% | |
| 4/9/2025 | Milestone Asset Management LLC | 27,231 | $646K | 0.1% | -45.6% | 0.036% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 50,895 | $1.21M | 0.6% | +25.3% | 0.068% | |
| 4/9/2025 | NBC Securities Inc. | 10,794 | $256K | 0.0% | +119,833.3% | 0.014% | |
| 4/8/2025 | Rothschild Investment LLC | 4,675 | $111K | 0.0% | -22.4% | 0.006% | |
| 4/2/2025 | Park National Corp OH | 700,203 | $16.61M | 0.6% | +1.4% | 0.931% | |
| 3/21/2025 | Prostatis Group LLC | 139,446 | $3.38M | 1.0% | +15.1% | 0.189% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 505,590 | $12.26M | 0.0% | +53.9% | 0.687% | |
| 3/12/2025 | Centaurus Financial Inc. | 25,958 | $629K | 0.0% | +60.2% | 0.035% | |
| 3/6/2025 | IronOak Wealth LLC. | 8,401 | $204K | 0.2% | N/A | 0.012% | |
| 3/6/2025 | Plotkin Financial Advisors LLC | 11,852 | $287K | 0.2% | +4.2% | 0.017% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 330,363 | $8.01M | 0.3% | +531.2% | 0.463% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 62,401 | $1.51M | 0.6% | +13.9% | 0.151% | |
| 2/18/2025 | Sunbelt Securities Inc. | 16,926 | $409K | 0.0% | +69.4% | 0.041% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 55,081 | $1.34M | 0.6% | +14.4% | 0.133% | |
| 2/18/2025 | Retirement Planning Group LLC | 24,241 | $588K | 0.0% | +61.6% | 0.059% | |
| 2/18/2025 | Novem Group | 21,225 | $515K | 0.1% | N/A | 0.051% | |
| 2/18/2025 | First Heartland Consultants Inc. | 18,299 | $444K | 0.0% | -25.0% | 0.044% | |
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| 2/18/2025 | Delta Investment Management LLC | 92,168 | $2.23M | 0.4% | +56.2% | 0.223% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 115,482 | $2.80M | 0.1% | +21.9% | 0.279% | |
| 2/17/2025 | Royal Bank of Canada | 1,185,137 | $28.73M | 0.0% | +3.0% | 2.863% | |
| 2/17/2025 | CoreCap Advisors LLC | 30,507 | $739K | 0.0% | +49.0% | 0.074% | |
| 2/17/2025 | Cetera Investment Advisers | 1,171,962 | $28.41M | 0.1% | +12.1% | 2.831% | |
| 2/17/2025 | Baird Financial Group Inc. | 806,937 | $19.56M | 0.0% | +7.1% | 1.949% | |
| 2/14/2025 | Jane Street Group LLC | 35,073 | $850K | 0.0% | +80.0% | 0.085% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 107,314 | $2.60M | 0.2% | -20.2% | 0.259% | |
| 2/14/2025 | Bison Wealth LLC | 18,580 | $450K | 0.1% | +20.6% | 0.045% | |
| 2/14/2025 | Triumph Capital Management | 9,812 | $238K | 0.1% | -50.2% | 0.024% | |
