| 5/1/2025 | Key Financial Inc | 25,624 | $574K | 0.1% | +12.3% | 0.126% | |
| 5/1/2025 | CWM LLC | 55,563 | $1.25M | 0.0% | +24.7% | 0.274% | |
| 5/1/2025 | Stephens Inc. AR | 22,900 | $513K | 0.0% | +15.5% | 0.113% | |
| 4/30/2025 | Topsail Wealth Management LLC | 16,496 | $370K | 0.1% | +18.7% | 0.081% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 16,587 | $372K | 0.0% | -3.7% | 0.082% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 327,295 | $7.33M | 0.0% | -7.1% | 1.612% | |
| 4/28/2025 | Rovin Capital UT ADV | 276,002 | $6.18M | 2.0% | +26.1% | 1.360% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 40,964 | $911K | 0.3% | +231.2% | 0.202% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,734 | $128K | 0.0% | N/A | 0.028% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 14,234 | $319K | 0.0% | +18.3% | 0.070% | |
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| 4/23/2025 | Vantage Point Financial LLC | 50,206 | $1.13M | 0.6% | +9.4% | 0.247% | |
| 4/22/2025 | Tassel Capital Management Inc. | 9,735 | $218K | 0.2% | N/A | 0.048% | |
| 4/22/2025 | Paradiem LLC | 97,856 | $2.19M | 0.6% | -9.0% | 0.487% | |
| 4/22/2025 | Altrius Capital Management Inc | 95,186 | $2.13M | 0.5% | +3.8% | 0.474% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 99,664 | $2.21M | 2.4% | -23.2% | 0.496% | |
| 4/22/2025 | Segment Wealth Management LLC | 67,330 | $1.51M | 0.1% | +1.1% | 0.335% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 28,602 | $641K | 0.4% | +76.8% | 0.143% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 8,930 | $200K | 0.0% | -56.9% | 0.045% | |
| 4/17/2025 | AA Financial Advisors LLC | 22,630 | $507K | 0.1% | -12.4% | 0.113% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 35,137 | $787K | 0.0% | +16.3% | 0.176% | |
| 4/16/2025 | Sound Stewardship LLC | 51,299 | $1.15M | 0.7% | +2.6% | 0.258% | |
| 4/16/2025 | Ballew Advisors Inc | 31,396 | $693K | 0.5% | +113.0% | 0.158% | |
| 4/15/2025 | Net Worth Advisory Group | 14,093 | $316K | 0.1% | +9.9% | 0.071% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 357,792 | $8.02M | 2.5% | +1.7% | 1.763% | |
| 4/15/2025 | GAMMA Investing LLC | 56,036 | $1.26M | 0.1% | +21.2% | 0.282% | |
| 4/10/2025 | Horizons Wealth Management | 7,824 | $175K | 0.1% | +10.4% | 0.039% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 94,438 | $2.12M | 0.1% | -4.4% | 0.475% | |
| 4/10/2025 | Rialto Wealth Management LLC | 2,212 | $50K | 0.0% | N/A | 0.011% | |
| 4/10/2025 | Legacy Financial Group LLC | 65,755 | $1.47M | 0.2% | +3.6% | 0.330% | |
| 4/9/2025 | RFG Advisory LLC | 9,523 | $213K | 0.0% | N/A | 0.048% | |
| 4/9/2025 | Gradient Investments LLC | 9,265 | $208K | 0.0% | -14.2% | 0.047% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 18,118 | $406K | 0.2% | +4.2% | 0.091% | |
| 4/8/2025 | Advisory Alpha LLC | 115,030 | $2.58M | 0.2% | -50.5% | 0.578% | |
| 4/8/2025 | S.E.E.D. Planning Group LLC | 74,511 | $1.67M | 0.6% | -3.6% | 0.374% | |
| 4/7/2025 | GAMMA Investing LLC | 1,255,475 | $281.29M | 0.1% | +2,615.1% | 6.309% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,209 | $677K | 0.0% | +35.3% | 0.172% | |
| 2/17/2025 | Cetera Investment Advisers | 721,523 | $16.16M | 0.0% | +35.7% | 4.100% | |
| 2/17/2025 | Captrust Financial Advisors | 454,531 | $10.18M | 0.0% | +74.7% | 2.583% | |
| 2/17/2025 | Bank of America Corp DE | 107,190 | $2.40M | 0.0% | +95.3% | 0.609% | |
| 2/17/2025 | Ameriprise Financial Inc. | 121,173 | $2.71M | 0.0% | +8.2% | 0.688% | |
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| 2/17/2025 | Ancora Advisors LLC | 1,566 | $35K | 0.0% | N/A | 0.009% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 357,059 | $8.00M | 0.0% | -0.7% | 2.029% | |
| 2/14/2025 | Jane Street Group LLC | 49,883 | $1.12M | 0.0% | -43.9% | 0.283% | |
| 2/14/2025 | Topsail Wealth Management LLC | 13,893 | $311K | 0.1% | N/A | 0.079% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 38,041 | $852K | 0.0% | +13.8% | 0.216% | |
| 2/14/2025 | MGO One Seven LLC | 12,101 | $271K | 0.0% | N/A | 0.069% | |
| 2/14/2025 | Stifel Financial Corp | 92,256 | $2.07M | 0.0% | +6.1% | 0.524% | |
| 2/13/2025 | NewEdge Advisors LLC | 59,139 | $1.33M | 0.0% | +2.1% | 0.336% | |
| 2/13/2025 | Anchor Investment Management LLC | 1,290 | $29K | 0.0% | +344.8% | 0.007% | |
| 2/13/2025 | Oder Investment Management LLC | 119,512 | $2.68M | 2.2% | +53.0% | 0.679% | |
| 2/13/2025 | NFP Retirement Inc. | 12,629 | $283K | 0.0% | +38.2% | 0.072% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 22,704 | $509K | 0.2% | N/A | 0.129% | |
| 2/13/2025 | Raymond James Financial Inc. | 156,531 | $3.51M | 0.0% | N/A | 0.889% | |
| 2/13/2025 | Invesco Ltd. | 107,369 | $2.41M | 0.0% | -6.2% | 0.610% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 352,469 | $7.90M | 0.0% | -1.8% | 2.003% | |
| 2/13/2025 | Wells Fargo & Company MN | 836,922 | $18.75M | 0.0% | +16.4% | 4.755% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 14,594 | $327K | 0.0% | +3.2% | 0.083% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,754 | $420K | 0.0% | N/A | 0.107% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 62,643 | $1.40M | 0.0% | -4.7% | 0.356% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,179 | $206K | 0.0% | N/A | 0.052% | |
| 2/12/2025 | Tyler Stone Wealth Management | 45,708 | $1.02M | 0.2% | +26.4% | 0.260% | |
| 2/11/2025 | Ashton Thomas Securities LLC | 69,090 | $1.55M | 0.4% | -28.4% | 0.393% | |
| 2/11/2025 | LPL Financial LLC | 681,495 | $15.27M | 0.0% | +7.7% | 3.872% | |
| 2/11/2025 | HUB Investment Partners LLC | 48,040 | $1.08M | 0.0% | +1.1% | 0.273% | |
| 2/10/2025 | Harbour Investments Inc. | 5,370 | $120K | 0.0% | +53.4% | 0.031% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 17,636 | $395K | 0.1% | N/A | 0.100% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 87,993 | $1.97M | 0.0% | +130.7% | 0.500% | |
| 2/7/2025 | Independent Advisor Alliance | 64,066 | $1.44M | 0.0% | N/A | 0.364% | |
| 2/7/2025 | Meriwether Wealth & Planning LLC | 16,178 | $362K | 0.3% | N/A | 0.092% | |
| 2/7/2025 | United Community Bank | 2,200 | $49K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | GPM Growth Investors Inc. | 110,068 | $2.47M | 1.0% | -41.7% | 0.625% | |
| 2/6/2025 | Raymond James Financial Inc. | 156,531 | $3.51M | 0.0% | N/A | 0.889% | |
| 2/6/2025 | Jones Financial Companies Lllp | 99,844 | $2.24M | 0.0% | +176.5% | 0.567% | |
| 2/5/2025 | Private Trust Co. NA | 5,162 | $116K | 0.0% | +17.0% | 0.029% | |
| 2/5/2025 | Altrius Capital Management Inc | 91,682 | $2.05M | 0.6% | +110.1% | 0.524% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 12,031 | $269K | 0.0% | +24.1% | 0.069% | |
| 2/4/2025 | WESPAC Advisors LLC | 13,812 | $309K | 0.2% | N/A | 0.079% | |
| 2/4/2025 | Denver PWM LLC | 2,495 | $56K | 0.0% | +172.7% | 0.014% | |
| 2/3/2025 | Private Advisor Group LLC | 41,404 | $927K | 0.0% | +9.2% | 0.237% | |
| 1/31/2025 | Key Financial Inc | 22,824 | $511K | 0.1% | +35.3% | 0.133% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 20,501 | $459K | 0.3% | +2.3% | 0.119% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 23,651 | $530K | 0.0% | +137.7% | 0.138% | |
| 1/30/2025 | Allworth Financial LP | 18,760 | $423K | 0.0% | +20.5% | 0.109% | |
| 1/30/2025 | Howard Wealth Management LLC | 98,636 | $2.21M | 1.2% | +23.1% | 0.573% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 129,765 | $2.93M | 2.6% | N/A | 0.754% | |
| 1/30/2025 | SFE Investment Counsel | 341,001 | $7.64M | 1.6% | +8.7% | 1.983% | |
| 1/28/2025 | Stephens Inc. AR | 19,824 | $444K | 0.0% | +13.4% | 0.115% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 17,220 | $386K | 0.0% | -4.3% | 0.100% | |
| 1/28/2025 | Leo Wealth LLC | 13,110 | $294K | 0.0% | N/A | 0.076% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 20,720 | $464K | 0.0% | -20.0% | 0.120% | |
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| 1/24/2025 | Vantage Point Financial LLC | 45,899 | $1.03M | 0.6% | N/A | 0.275% | |
| 1/23/2025 | AA Financial Advisors LLC | 25,835 | $579K | 0.2% | +133.5% | 0.155% | |
| 1/22/2025 | Sound Stewardship LLC | 50,018 | $1.12M | 0.7% | +1.6% | 0.300% | |
| 1/22/2025 | Legacy Financial Group LLC | 63,447 | $1.42M | 0.0% | +12.7% | 0.380% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,299 | $701K | 0.0% | +3.2% | 0.187% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 17,810 | $399K | 0.0% | +49.5% | 0.107% | |
| 1/21/2025 | Gradient Investments LLC | 10,804 | $242K | 0.0% | N/A | 0.065% | |
| 1/17/2025 | Advisory Alpha LLC | 232,296 | $5.20M | 0.2% | +5.2% | 1.399% | |
| 1/17/2025 | Atomi Financial Group Inc. | 52,328 | $1.17M | 0.1% | +5.9% | 0.315% | |
| 1/17/2025 | Segment Wealth Management LLC | 66,580 | $1.49M | 0.1% | +6.1% | 0.401% | |
