| 5/21/2025 | Geneos Wealth Management Inc. | 24,409 | $1.56M | 0.1% | -33.2% | 0.161% | |
| 5/20/2025 | Belpointe Asset Management LLC | 12,568 | $802K | 0.0% | -6.6% | 0.083% | |
| 5/20/2025 | Focus Partners Wealth | 349,397 | $22.29M | 0.1% | +4.5% | 2.306% | |
| 5/16/2025 | Jones Financial Companies Lllp | 671 | $43K | 0.0% | -96.5% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 163,901 | $10.46M | 0.0% | +35.4% | 1.082% | |
| 5/15/2025 | Betterment LLC | 26,546 | $1.69M | 0.0% | +0.7% | 0.175% | |
| 5/15/2025 | MAI Capital Management | 26,699 | $1.70M | 0.0% | +14.9% | 0.176% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,893 | $312K | 0.0% | -87.6% | 0.032% | |
| 5/14/2025 | CreativeOne Wealth LLC | 7,479 | $477K | 0.0% | -30.4% | 0.049% | |
| 5/14/2025 | Comerica Bank | 4,139 | $264K | 0.0% | +24.0% | 0.027% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 419,706 | $26.78M | 0.0% | -12.7% | 2.770% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 5,438 | $347K | 0.0% | +35.0% | 0.036% | |
| 5/14/2025 | Compound Planning Inc. | 218,650 | $13.95M | 0.6% | +17.3% | 1.443% | |
| 5/14/2025 | ZEGA Investments LLC | 6,388 | $408K | 0.1% | +11.1% | 0.042% | |
| 5/13/2025 | Ethos Financial Group LLC | 63,937 | $4.08M | 0.4% | +20.5% | 0.422% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 54,150 | $3.46M | 0.0% | +7.0% | 0.357% | |
| 5/13/2025 | Raymond James Financial Inc. | 484,176 | $30.89M | 0.0% | +14.4% | 3.196% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 12,617 | $805K | 0.6% | +23.3% | 0.083% | |
| 5/13/2025 | Cowa LLC | 8,434 | $538K | 0.2% | +45.5% | 0.056% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,845 | $373K | 0.0% | -10.7% | 0.039% | |
| 5/13/2025 | Heck Capital Advisors LLC | 85,246 | $5.44M | 0.6% | -3.6% | 0.563% | |
| 5/13/2025 | MSH Capital Advisors LLC | 3,385 | $216K | 0.1% | -16.1% | 0.022% | |
| 5/13/2025 | HighTower Advisors LLC | 155,951 | $9.95M | 0.0% | +15.3% | 1.029% | |
| 5/12/2025 | Meridian Wealth Management LLC | 14,417 | $920K | 0.0% | -5.8% | 0.095% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 3,535 | $226K | 0.0% | -52.9% | 0.022% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 46,717 | $2.98M | 0.2% | -25.1% | 0.295% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 470,147 | $30.00M | 0.0% | -9.8% | 2.966% | |
| 5/8/2025 | MONECO Advisors LLC | 125,784 | $8.03M | 0.8% | -11.3% | 0.794% | |
| 5/8/2025 | Certified Advisory Corp | 68,970 | $4.40M | 0.5% | -2.6% | 0.435% | |
| 5/8/2025 | MGO One Seven LLC | 44,050 | $2.81M | 0.1% | -2.6% | 0.278% | |
| 5/8/2025 | 360 Financial Inc. | 234,202 | $14.94M | 5.4% | +6.6% | 1.478% | |
| 5/8/2025 | Arkadios Wealth Advisors | 88,094 | $5.62M | 0.2% | N/A | 0.556% | |
| 5/7/2025 | Baldwin Investment Management LLC | 4,193 | $267K | 0.0% | -35.1% | 0.026% | |
| 5/7/2025 | LPL Financial LLC | 783,148 | $49.97M | 0.0% | -7.5% | 4.941% | |
| 5/7/2025 | Valued Retirements Inc. | 28,233 | $1.80M | 2.4% | -38.5% | 0.178% | |
| 5/7/2025 | Intellus Advisors LLC | 495,174 | $31.59M | 5.5% | +5.4% | 3.124% | |
| 5/6/2025 | Cetera Investment Advisers | 160,511 | $10.24M | 0.0% | -2.4% | 1.013% | |
| 5/6/2025 | AE Wealth Management LLC | 2,762 | $176K | 0.0% | -16.2% | 0.017% | |
| 5/6/2025 | Financial Partners Group Inc | 26,784 | $1.71M | 0.3% | -11.0% | 0.169% | |
| 5/6/2025 | Obermeyer Wealth Partners | 6,363 | $406K | 0.0% | -14.2% | 0.040% | |
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| 5/5/2025 | Summit Wealth & Retirement Planning Inc. | 16,287 | $1.04M | 0.3% | +11.5% | 0.103% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 19,270 | $1.23M | 0.0% | -4.7% | 0.122% | |
| 5/5/2025 | IFP Advisors Inc | 1,570 | $100K | 0.0% | N/A | 0.010% | |
| 5/5/2025 | Private Advisor Group LLC | 78,146 | $4.99M | 0.0% | -14.5% | 0.493% | |
| 5/2/2025 | Apollon Wealth Management LLC | 23,942 | $1.53M | 0.0% | +1.1% | 0.151% | |
| 5/2/2025 | Sigma Planning Corp | 20,057 | $1.28M | 0.0% | -9.4% | 0.127% | |
| 5/1/2025 | CWM LLC | 253,835 | $16.20M | 0.1% | +103.2% | 1.601% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 58,640 | $3.74M | 0.7% | -5.6% | 0.370% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 1,500 | $96K | 0.0% | N/A | 0.009% | |
| 4/30/2025 | Opus Capital Group LLC | 223,987 | $14.29M | 1.8% | +1.3% | 1.413% | |
| 4/30/2025 | 49 Wealth Management LLC | 5,495 | $351K | 0.0% | -37.0% | 0.035% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 74,407 | $4.75M | 0.0% | +3.4% | 0.469% | |
| 4/29/2025 | World Investment Advisors | 4,150 | $265K | 0.0% | -60.3% | 0.026% | |
| 4/29/2025 | ALM First Financial Advisors LLC | 236,286 | $14.22M | 3.1% | +12.6% | 1.491% | |
| 4/29/2025 | Brookstone Capital Management | 76,604 | $4.89M | 0.1% | +5.6% | 0.483% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,300 | $147K | 0.0% | N/A | 0.015% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 23,229 | $1.48M | 1.3% | -2.0% | 0.147% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 3,692 | $236K | 0.0% | -13.8% | 0.023% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 3,269 | $209K | 0.1% | -19.5% | 0.021% | |
| 4/24/2025 | Money Concepts Capital Corp | 8,623 | $550K | 0.0% | -13.1% | 0.054% | |
| 4/24/2025 | Aspect Partners LLC | 16,015 | $1.02M | 0.6% | -12.3% | 0.101% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,335 | $149K | 0.0% | -21.3% | 0.015% | |
| 4/23/2025 | International Assets Investment Management LLC | 4,680 | $299K | 0.0% | -16.1% | 0.030% | |
| 4/23/2025 | Sheets Smith Wealth Management | 22,940 | $1.46M | 0.2% | -28.2% | 0.145% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 19,817 | $1.26M | 0.0% | +4.6% | 0.125% | |
| 4/22/2025 | Center for Financial Planning Inc. | 408 | $26K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | OxenFree Capital LLC | 8,688 | $554K | 0.4% | +7.8% | 0.055% | |
| 4/22/2025 | Compass Ion Advisors LLC | 16,573 | $1.06M | 0.1% | -42.8% | 0.105% | |
| 4/21/2025 | Avior Wealth Management LLC | 4,619 | $295K | 0.0% | -4.7% | 0.029% | |
| 4/21/2025 | United Advisor Group LLC | 17,952 | $1.15M | 0.2% | +5.3% | 0.113% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 24,028 | $1.53M | 0.1% | +3.8% | 0.152% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 3,857 | $246K | 0.0% | -28.3% | 0.023% | |
| 4/17/2025 | Sowell Financial Services LLC | 3,886 | $248K | 0.0% | N/A | 0.023% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 42,398 | $2.71M | 0.0% | -39.0% | 0.252% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 3,630 | $249K | 0.1% | -17.1% | 0.022% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 23,837 | $1.52M | 0.1% | +2.3% | 0.141% | |
| 4/16/2025 | Southland Equity Partners LLC | 15,943 | $1.02M | 0.2% | +7.4% | 0.095% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 59,336 | $3.79M | 0.0% | -14.3% | 0.352% | |
| 4/16/2025 | RFG Holdings Inc. | 86,901 | $5.55M | 1.8% | -6.1% | 0.516% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 26,442 | $1.69M | 0.3% | +7.0% | 0.157% | |
| 4/15/2025 | First National Bank Sioux Falls | 8,009 | $511K | 0.2% | +11.8% | 0.048% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 329,745 | $21.04M | 3.0% | +9.5% | 1.957% | |
| 4/11/2025 | DKM Wealth Management Inc. | 136,562 | $8.71M | 9.5% | -18.3% | 0.810% | |
| 4/11/2025 | Verum Partners LLC | 180,791 | $11.53M | 3.1% | -1.9% | 1.073% | |
| 4/10/2025 | Breakwater Capital Group | 128,030 | $8.17M | 1.5% | +8.0% | 0.760% | |
| 4/10/2025 | Fermata Advisors LLC | 141,476 | $9.03M | 1.6% | -6.2% | 0.840% | |
| 4/10/2025 | Smith Anglin Financial LLC | 99,076 | $6.32M | 0.7% | -90.2% | 0.588% | |
| 4/8/2025 | Rothschild Investment LLC | 197,562 | $12.60M | 0.8% | +6.3% | 1.172% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 69,222 | $4.74M | 0.0% | +12.4% | 0.399% | |
| 2/25/2025 | Heck Capital Advisors LLC | 88,463 | $6.06M | 0.4% | N/A | 0.508% | |
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| 2/24/2025 | United Advisor Group LLC | 17,041 | $1.17M | 0.2% | +108.3% | 0.098% | |
| 2/18/2025 | 49 Wealth Management LLC | 8,728 | $598K | 0.1% | -24.4% | 0.051% | |
| 2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,187 | $81K | 0.0% | N/A | 0.007% | |
| 2/17/2025 | Waverly Advisors LLC | 6,025 | $413K | 0.0% | N/A | 0.035% | |
| 2/17/2025 | Visionary Wealth Advisors | 62,006 | $4.25M | 0.2% | +5.4% | 0.363% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 14,790 | $1.01M | 0.0% | +2.0% | 0.086% | |
| 2/17/2025 | Obermeyer Wealth Partners | 7,416 | $508K | 0.0% | +23.8% | 0.043% | |
| 2/17/2025 | Focus Partners Wealth | 334,486 | $22.90M | 0.1% | -47.9% | 1.956% | |
| 2/17/2025 | Cetera Investment Advisers | 164,419 | $11.26M | 0.0% | +175.4% | 0.962% | |
| 2/17/2025 | Baird Financial Group Inc. | 39,560 | $2.71M | 0.0% | +10.2% | 0.231% | |
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