| 5/1/2025 | Key Financial Inc | 57,196 | $1.32M | 0.3% | +5.4% | 0.137% | |
| 5/1/2025 | CWM LLC | 4,591 | $106K | 0.0% | +89.2% | 0.011% | |
| 5/1/2025 | TFR Capital LLC. | 86,654 | $2.00M | 0.8% | +168.0% | 0.207% | |
| 5/1/2025 | Stephens Inc. AR | 20,745 | $478K | 0.0% | -38.8% | 0.050% | |
| 5/1/2025 | WESPAC Advisors LLC | 16,233 | $374K | 0.3% | -3.8% | 0.039% | |
| 4/30/2025 | Allworth Financial LP | 46,186 | $1.06M | 0.0% | -3.3% | 0.110% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 47,216 | $1.09M | 0.3% | N/A | 0.113% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 19,369 | $446K | 0.1% | -19.9% | 0.046% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,761 | $317K | 0.0% | -13.7% | 0.033% | |
| 4/30/2025 | Brown Advisory Inc. | 33,672 | $776K | 0.0% | +3.3% | 0.080% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 900,540 | $20.76M | 0.0% | -7.2% | 2.149% | |
| 4/29/2025 | Strategic Blueprint LLC | 30,555 | $704K | 0.0% | +1.8% | 0.073% | |
| 4/28/2025 | Mutual Advisors LLC | 22,005 | $507K | 0.0% | +5.2% | 0.053% | |
| 4/28/2025 | Straight Path Wealth Management | 17,123 | $395K | 0.2% | -8.0% | 0.041% | |
| 4/28/2025 | American Capital Advisory LLC | 17,591 | $405K | 0.2% | +11.2% | 0.042% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,568 | $128K | 0.0% | N/A | 0.013% | |
| 4/25/2025 | IRON Financial LLC | 19,514 | $450K | 0.3% | -5.0% | 0.046% | |
| 4/25/2025 | Verity Asset Management Inc. | 312,480 | $7.20M | 2.9% | -32.7% | 0.742% | |
| 4/25/2025 | Wealthstar Advisors LLC | 13,403 | $309K | 0.1% | -21.7% | 0.032% | |
| 4/25/2025 | Sovran Advisors LLC | 20,853 | $481K | 0.1% | N/A | 0.050% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 38,247 | $882K | 0.2% | N/A | 0.091% | |
| 4/23/2025 | Flavin Financial Services Inc. | 70,149 | $1.62M | 1.5% | +34.5% | 0.167% | |
| 4/23/2025 | Western Wealth Management LLC | 20,981 | $484K | 0.0% | -19.7% | 0.050% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 20,285 | $468K | 0.1% | +4.7% | 0.048% | |
| 4/23/2025 | Vantage Point Financial LLC | 67,964 | $1.57M | 0.8% | -0.8% | 0.161% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 116,761 | $2.69M | 0.0% | -2.3% | 0.277% | |
| 4/22/2025 | Tassel Capital Management Inc. | 14,029 | $323K | 0.3% | -20.5% | 0.033% | |
| 4/22/2025 | Paradiem LLC | 89,278 | $2.06M | 0.6% | -10.7% | 0.212% | |
| 4/22/2025 | Altrius Capital Management Inc | 34,648 | $799K | 0.2% | -9.4% | 0.082% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 26,017 | $600K | 0.3% | -23.7% | 0.062% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 15,090 | $348K | 0.2% | +30.7% | 0.036% | |
| 4/17/2025 | AA Financial Advisors LLC | 353,322 | $8.14M | 2.0% | +20.3% | 0.849% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 31,125 | $717K | 0.0% | -25.2% | 0.075% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 45,761 | $1.06M | 0.0% | -2.2% | 0.110% | |
| 4/16/2025 | Sound Stewardship LLC | 50,942 | $1.17M | 0.7% | +1.4% | 0.121% | |
| 4/16/2025 | Ballew Advisors Inc | 31,238 | $719K | 0.5% | -24.2% | 0.074% | |
| 4/15/2025 | Net Worth Advisory Group | 14,621 | $337K | 0.1% | +5.1% | 0.035% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 431,407 | $9.94M | 3.1% | -5.9% | 1.025% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 46,459 | $1.07M | 0.0% | -18.4% | 0.110% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,285 | $30K | 0.0% | -52.8% | 0.003% | |
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| 4/14/2025 | BCS Wealth Management | 34,829 | $803K | 0.2% | +2.1% | 0.083% | |
| 4/11/2025 | Evexia Wealth LLC | 200,707 | $4.63M | 1.7% | +2.7% | 0.466% | |
| 4/11/2025 | Stablepoint Partners LLC | 285,741 | $6.59M | 1.2% | +2.1% | 0.663% | |
| 4/10/2025 | Horizons Wealth Management | 101,203 | $2.33M | 1.7% | -0.7% | 0.235% | |
| 4/10/2025 | Legacy Financial Group LLC | 119,006 | $2.74M | 0.4% | -39.7% | 0.276% | |
| 4/9/2025 | RFG Advisory LLC | 21,719 | $501K | 0.0% | -5.2% | 0.050% | |
| 4/9/2025 | Merit Financial Group LLC | 81,692 | $1.88M | 0.0% | -39.1% | 0.190% | |
| 4/9/2025 | Milestone Asset Management LLC | 1,292,652 | $29.80M | 6.3% | +375.8% | 2.999% | |
| 4/9/2025 | Gradient Investments LLC | 30,090 | $694K | 0.0% | -9.0% | 0.070% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 18,956 | $437K | 0.2% | -3.2% | 0.044% | |
| 4/9/2025 | Mirador Capital Partners LP | 2,278,735 | $52.53M | 9.2% | -8.5% | 5.287% | |
| 4/8/2025 | Advisory Alpha LLC | 163,978 | $3.78M | 0.2% | -56.5% | 0.380% | |
| 4/8/2025 | S.E.E.D. Planning Group LLC | 70,372 | $1.62M | 0.5% | -1.5% | 0.163% | |
| 4/8/2025 | Private Client Services LLC | 129,946 | $3.00M | 1.5% | -1.0% | 0.301% | |
| 4/3/2025 | Collective Family Office LLC | 655,552 | $15.11M | 4.1% | +0.9% | 1.521% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 46,791 | $1.08M | 0.0% | +13.7% | 0.109% | |
| 3/6/2025 | TFR Capital LLC. | 32,328 | $746K | 0.4% | N/A | 0.075% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 25,000 | $577K | 0.0% | -12.1% | 0.058% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 56,296 | $1.30M | 1.4% | N/A | 0.131% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 17,343 | $400K | 0.0% | N/A | 0.040% | |
| 2/18/2025 | Delta Investment Management LLC | 639,633 | $14.76M | 2.9% | -15.0% | 1.491% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 1,593 | $37K | 0.0% | +268.8% | 0.004% | |
| 2/17/2025 | Cetera Investment Advisers | 1,334,596 | $30.79M | 0.1% | +4.7% | 3.111% | |
| 2/17/2025 | Citadel Advisors LLC | 26,958 | $622K | 0.0% | N/A | 0.063% | |
| 2/17/2025 | Bank of America Corp DE | 540,448 | $12.47M | 0.0% | +7.7% | 1.260% | |
| 2/17/2025 | BNP Paribas Financial Markets | 5,029 | $116K | 0.0% | +6,032.9% | 0.012% | |
| 2/17/2025 | Ameriprise Financial Inc. | 111,395 | $2.57M | 0.0% | -50.8% | 0.260% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 3,766 | $87K | 0.0% | +44.6% | 0.009% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 360,059 | $8.31M | 0.0% | -3.9% | 0.839% | |
| 2/14/2025 | Jane Street Group LLC | 142,382 | $3.29M | 0.0% | -18.8% | 0.332% | |
| 2/14/2025 | Lido Advisors LLC | 89,438 | $2.06M | 0.0% | +179.3% | 0.208% | |
| 2/14/2025 | Topsail Wealth Management LLC | 1,500 | $35K | 0.0% | N/A | 0.003% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 407,607 | $9.40M | 0.1% | -1.1% | 0.950% | |
| 2/14/2025 | MGO One Seven LLC | 91,269 | $2.11M | 0.1% | +337.1% | 0.213% | |
| 2/14/2025 | IHT Wealth Management LLC | 223,434 | $5.16M | 0.2% | -31.2% | 0.521% | |
| 2/14/2025 | Stifel Financial Corp | 178,077 | $4.11M | 0.0% | +15.6% | 0.415% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 107,681 | $2.48M | 0.0% | +163.6% | 0.251% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 16,850 | $389K | 0.0% | +33.2% | 0.039% | |
| 2/14/2025 | MML Investors Services LLC | 166,642 | $3.84M | 0.0% | +23.1% | 0.388% | |
| 2/13/2025 | NewEdge Advisors LLC | 61,033 | $1.41M | 0.0% | +2.0% | 0.142% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 523,113 | $12.07M | 0.1% | +36.5% | 1.219% | |
| 2/13/2025 | Oder Investment Management LLC | 164,709 | $3.80M | 3.2% | +2.7% | 0.384% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 111,904 | $2.58M | 0.8% | +7.8% | 0.261% | |
| 2/13/2025 | Evexia Wealth LLC | 195,357 | $4.52M | 1.6% | +105.7% | 0.455% | |
| 2/13/2025 | Invesco Ltd. | 91,498 | $2.11M | 0.0% | -33.7% | 0.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 970,893 | $22.40M | 0.0% | +16.4% | 2.263% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,036,439 | $23.91M | 0.0% | -0.7% | 2.416% | |
| 2/12/2025 | OLD Mission Capital LLC | 8,932 | $206K | 0.0% | N/A | 0.021% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 144,724 | $3.34M | 1.0% | +4.0% | 0.337% | |
| 2/12/2025 | Tyler Stone Wealth Management | 153,144 | $3.53M | 0.6% | -0.6% | 0.357% | |
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| 2/11/2025 | Ashton Thomas Securities LLC | 1,742 | $40K | 0.0% | -41.6% | 0.004% | |
| 2/11/2025 | FCA Corp TX | 61,870 | $1.43M | 0.4% | +8.9% | 0.144% | |
| 2/11/2025 | LPL Financial LLC | 1,851,243 | $42.71M | 0.0% | +13.5% | 4.315% | |
| 2/11/2025 | HUB Investment Partners LLC | 55,286 | $1.28M | 0.1% | -1.9% | 0.129% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 7,138 | $165K | 0.1% | N/A | 0.017% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 141,245 | $3.27M | 0.0% | +40.5% | 0.329% | |
| 2/10/2025 | Harbour Investments Inc. | 29,317 | $676K | 0.0% | +7.0% | 0.068% | |
| 2/10/2025 | RPg Family Wealth Advisory LLC | 137,324 | $3.17M | 1.1% | +6.8% | 0.320% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 229,142 | $5.29M | 0.0% | -1.4% | 0.534% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 33,823 | $780K | 0.0% | +16.1% | 0.079% | |
