| 5/21/2025 | MBL Wealth LLC | 71,955 | $3.44M | 0.3% | -1.5% | 0.446% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 10,394 | $497K | 0.0% | +2.2% | 0.064% | |
| 5/20/2025 | Belpointe Asset Management LLC | 17,110 | $818K | 0.0% | -21.9% | 0.106% | |
| 5/19/2025 | Jane Street Group LLC | 13,253 | $634K | 0.0% | -70.0% | 0.084% | |
| 5/16/2025 | NewEdge Advisors LLC | 238,344 | $11.39M | 0.1% | +13.0% | 1.518% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 25,780 | $1.23M | 0.0% | -1.3% | 0.164% | |
| 5/16/2025 | AQR Capital Management LLC | 7,885 | $377K | 0.0% | N/A | 0.050% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 20,215 | $966K | 0.3% | +3.6% | 0.129% | |
| 5/15/2025 | Royal Bank of Canada | 139,418 | $6.67M | 0.0% | -4.8% | 0.888% | |
| 5/15/2025 | OLD Mission Capital LLC | 46,634 | $2.23M | 0.0% | N/A | 0.297% | |
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| 5/14/2025 | CreativeOne Wealth LLC | 12,384 | $592K | 0.0% | -14.4% | 0.079% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 6,033 | $288K | 0.0% | -80.1% | 0.038% | |
| 5/14/2025 | Comerica Bank | 21,384 | $1.02M | 0.0% | +7.7% | 0.136% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,866 | $1.57M | 0.0% | -25.6% | 0.209% | |
| 5/14/2025 | Capital Analysts LLC | 1,455 | $70K | 0.0% | +12,025.0% | 0.009% | |
| 5/14/2025 | GSG Advisors LLC | 51,716 | $2.40M | 0.8% | -6.3% | 0.329% | |
| 5/13/2025 | Raymond James Financial Inc. | 233,824 | $11.18M | 0.0% | -34.6% | 1.489% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 16,565 | $792K | 0.1% | +11.8% | 0.106% | |
| 5/13/2025 | HighTower Advisors LLC | 191,717 | $9.17M | 0.0% | +24.3% | 1.221% | |
| 5/12/2025 | Manhattan West Asset Management LLC | 193,076 | $9.23M | 2.4% | +9.6% | 1.230% | |
| 5/12/2025 | Citigroup Inc. | 383,724 | $18.34M | 0.0% | -0.8% | 2.444% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,478 | $262K | 0.0% | -57.1% | 0.035% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 13,167 | $629K | 0.0% | +5.3% | 0.084% | |
| 5/9/2025 | Advyzon Investment Management LLC | 10,693 | $511K | 0.2% | -2.4% | 0.068% | |
| 5/9/2025 | Plan Group Financial LLC | 21,198 | $1.01M | 0.4% | N/A | 0.135% | |
| 5/8/2025 | Harbour Investments Inc. | 13,747 | $657K | 0.0% | +3.4% | 0.088% | |
| 5/8/2025 | SlateStone Wealth LLC | 233,078 | $11.14M | 1.1% | +40.5% | 1.485% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 116,264 | $5.56M | 0.3% | +12.0% | 0.741% | |
| 5/7/2025 | LPL Financial LLC | 978,176 | $46.76M | 0.0% | -0.6% | 6.230% | |
| 5/6/2025 | Hedeker Wealth LLC | 9,809 | $469K | 0.1% | +3.6% | 0.062% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 36,429 | $1.74M | 0.8% | +42.7% | 0.232% | |
| 5/6/2025 | Cetera Investment Advisers | 203,823 | $9.74M | 0.0% | +6.9% | 1.298% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 48,414 | $2.31M | 0.0% | -13.5% | 0.308% | |
| 5/6/2025 | Principle Wealth Partners LLC | 317,181 | $15.16M | 1.1% | -7.1% | 2.020% | |
| 5/6/2025 | AE Wealth Management LLC | 6,009 | $287K | 0.0% | +109.1% | 0.038% | |
| 5/6/2025 | Financial Partners Group Inc | 251,112 | $12.00M | 1.9% | +2.6% | 1.599% | |
| 5/5/2025 | IFP Advisors Inc | 26,488 | $1.27M | 0.0% | +3.4% | 0.169% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 28,953 | $1.38M | 0.0% | +39.3% | 0.184% | |
| 5/5/2025 | Private Advisor Group LLC | 83,609 | $4.00M | 0.0% | +13.6% | 0.533% | |
| 5/5/2025 | Nwam LLC | 24,777 | $1.18M | 0.1% | +44.5% | 0.158% | |
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| 5/2/2025 | Dynasty Wealth Management LLC | 9,034 | $432K | 0.0% | -5.1% | 0.058% | |
| 5/2/2025 | Larson Financial Group LLC | 2,776 | $133K | 0.0% | -27.0% | 0.018% | |
| 5/2/2025 | Landmark Wealth Management LLC | 5,361 | $256K | 0.1% | +8.9% | 0.034% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 16,446 | $786K | 0.8% | +32.7% | 0.105% | |
| 5/2/2025 | Lokken Investment Group LLC | 5,648 | $270K | 0.1% | -9.9% | 0.036% | |
| 5/2/2025 | Sigma Planning Corp | 11,092 | $530K | 0.0% | -9.6% | 0.071% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 34,004 | $1.63M | 0.8% | +1.4% | 0.217% | |
| 5/1/2025 | CWM LLC | 78,168 | $3.74M | 0.0% | +42.8% | 0.499% | |
| 5/1/2025 | Hughes Financial Services LLC | 96,535 | $4.64M | 0.9% | -0.5% | 0.617% | |
| 5/1/2025 | Platform Technology Partners | 59,329 | $2.84M | 0.8% | -1.7% | 0.379% | |
| 4/30/2025 | Seamount Financial Group Inc. | 15,034 | $719K | 0.5% | +140.6% | 0.096% | |
| 4/30/2025 | Brown Advisory Inc. | 8,199 | $392K | 0.0% | -38.7% | 0.052% | |
| 4/30/2025 | Synergy Investment Management LLC | 13,844 | $662K | 0.3% | +441.0% | 0.088% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 69,248 | $3.31M | 0.0% | +5.8% | 0.442% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 27,810 | $1.33M | 0.0% | +1.1% | 0.178% | |
| 4/29/2025 | Bank of New York Mellon Corp | 44,332 | $2.12M | 0.0% | -12.8% | 0.283% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 17,550 | $839K | 0.1% | -11.5% | 0.112% | |
| 4/28/2025 | D.A. Davidson & CO. | 41,092 | $1.96M | 0.0% | -6.9% | 0.263% | |
| 4/28/2025 | Mutual Advisors LLC | 33,470 | $1.56M | 0.0% | +4.2% | 0.214% | |
| 4/28/2025 | Private Trust Co. NA | 5,201 | $249K | 0.0% | +5.5% | 0.033% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 14,822 | $711K | 0.7% | +7.0% | 0.095% | |
| 4/25/2025 | EnRich Financial Partners LLC | 165,438 | $7.91M | 2.7% | +3.1% | 1.047% | |
| 4/25/2025 | Altus Wealth Group LLC | 6,707 | $321K | 0.2% | +9.1% | 0.042% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 34,483 | $1.65M | 1.5% | +0.6% | 0.218% | |
| 4/24/2025 | Boyd Wealth Management LLC | 16,297 | $779K | 0.4% | -11.9% | 0.103% | |
| 4/23/2025 | Mattern Wealth Management LLC | 8,050 | $385K | 0.1% | -14.5% | 0.051% | |
| 4/23/2025 | International Assets Investment Management LLC | 8,457 | $404K | 0.0% | -16.7% | 0.053% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 5,513 | $264K | 0.0% | -9.1% | 0.035% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 134,146 | $6.41M | 0.0% | +9.1% | 0.846% | |
| 4/22/2025 | Crumly & Associates Inc. | 97,108 | $4.64M | 1.3% | -5.5% | 0.613% | |
| 4/21/2025 | Martin Worley Group | 41,472 | $1.98M | 1.1% | +10.0% | 0.262% | |
| 4/21/2025 | Curran Financial Partners LLC | 10,873 | $520K | 0.1% | +90.1% | 0.069% | |
| 4/21/2025 | Advisory Resource Group | 49,365 | $2.36M | 0.5% | +8.0% | 0.311% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 10,276 | $491K | 0.0% | +7.1% | 0.065% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 74,504 | $3.56M | 0.2% | +0.6% | 0.470% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 8,114 | $388K | 0.2% | -3.5% | 0.051% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 9,035 | $432K | 0.0% | -12.7% | 0.056% | |
| 4/17/2025 | Sowell Financial Services LLC | 31,620 | $1.51M | 0.1% | +0.7% | 0.195% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,915 | $1.10M | 0.0% | +24.7% | 0.141% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 95,278 | $4.56M | 0.3% | +8.2% | 0.586% | |
| 4/17/2025 | Stewardship Advisors LLC | 73,974 | $3.54M | 1.0% | +27.5% | 0.455% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 146,065 | $6.98M | 1.0% | -14.1% | 0.899% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,303,252 | $62.30M | 0.1% | +13.2% | 8.020% | |
| 4/16/2025 | Marshall Financial Group LLC | 12,789 | $611K | 0.1% | N/A | 0.079% | |
| 4/16/2025 | Rockland Trust Co. | 53,463 | $2.56M | 0.1% | -6.1% | 0.329% | |
| 4/15/2025 | Traction Financial Partners LLC | 17,659 | $844K | 0.7% | -39.2% | 0.109% | |
| 4/9/2025 | RFG Advisory LLC | 7,343 | $351K | 0.0% | -88.1% | 0.045% | |
| 4/9/2025 | Flagstar Advisors Inc. | 29,269 | $1.40M | 0.4% | +1.0% | 0.179% | |
| 4/9/2025 | High Net Worth Advisory Group LLC | 22,064 | $1.06M | 0.3% | -12.2% | 0.135% | |
| 4/7/2025 | AdvisorNet Financial Inc | 12,703 | $607K | 0.0% | +8.6% | 0.078% | |
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| 4/3/2025 | Insight Wealth Strategies LLC | 4,392 | $210K | 0.0% | -15.1% | 0.027% | |
| 4/1/2025 | Hobart Private Capital LLC | 25,624 | $1.23M | 0.3% | +5.6% | 0.164% | |
| 3/18/2025 | Triton Wealth Management PLLC | 27,851 | $1.35M | 0.7% | -2.6% | 0.178% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,151,317 | $55.60M | 0.1% | -24.3% | 7.357% | |
| 2/25/2025 | Armis Advisers LLC | 7,859 | $380K | 0.0% | N/A | 0.050% | |
| 2/17/2025 | Visionary Wealth Advisors | 72,616 | $3.51M | 0.2% | +24.0% | 0.464% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 7,703 | $372K | 0.0% | -8.7% | 0.049% | |
| 2/17/2025 | Cetera Investment Advisers | 190,730 | $9.21M | 0.0% | +13.1% | 1.219% | |
| 2/17/2025 | Citadel Advisors LLC | 23,946 | $1.16M | 0.0% | +138.5% | 0.153% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 12,509 | $604K | 0.0% | N/A | 0.080% | |
