| 4/30/2025 | CFO4Life Group LLC | 4,695 | $219K | 0.0% | N/A | 0.033% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 7,650 | $357K | 0.0% | N/A | 0.054% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 11,883 | $554K | 0.1% | +63.4% | 0.084% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 79,609 | $3.71M | 0.9% | +7.9% | 0.565% | |
| 4/28/2025 | Cannon Advisors Inc. | 35,144 | $1.64M | 1.5% | N/A | 0.249% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 83,207 | $3.88M | 1.6% | +10.0% | 0.590% | |
| 4/28/2025 | Private Trust Co. NA | 1,100 | $51K | 0.0% | -66.0% | 0.008% | |
| 4/28/2025 | DAVENPORT & Co LLC | 47,023 | $2.19M | 0.0% | +3.8% | 0.333% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 24,065 | $1.12M | 0.8% | +51.7% | 0.176% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 12,968 | $568K | 0.1% | -36.5% | 0.095% | |
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| 4/24/2025 | Beacon Financial Advisory LLC | 5,751 | $268K | 0.1% | N/A | 0.042% | |
| 4/23/2025 | Chung Wu Investment Group LLC | 29,050 | $1.35M | 1.6% | +83.4% | 0.212% | |
| 4/23/2025 | Perigon Wealth Management LLC | 23,164 | $1.08M | 0.0% | N/A | 0.169% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 79,609 | $3.71M | 0.1% | +7.9% | 0.581% | |
| 4/23/2025 | Balboa Wealth Partners | 7,250 | $338K | 0.1% | N/A | 0.053% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 23,065 | $1.08M | 0.4% | N/A | 0.168% | |
| 4/22/2025 | Jmac Enterprises LLC | 124,761 | $5.82M | 1.4% | +9.0% | 0.911% | |
| 4/22/2025 | Ellis Investment Partners LLC | 5,262 | $245K | 0.1% | N/A | 0.038% | |
| 4/22/2025 | Childress Capital Advisors LLC | 37,300 | $1.74M | 0.5% | N/A | 0.272% | |
| 4/22/2025 | SK Wealth Management LLC | 201,405 | $8.61M | 4.6% | +998.1% | 1.470% | |
| 4/22/2025 | Register Financial Advisors LLC | 5,540 | $258K | 0.1% | N/A | 0.040% | |
| 4/22/2025 | Private Wealth Partners LLC | 55,754 | $2.60M | 0.2% | +33.5% | 0.407% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 4,834 | $225K | 0.0% | -97.9% | 0.037% | |
| 4/17/2025 | Mason & Associates Inc | 220,624 | $10.28M | 2.6% | +14.9% | 1.710% | |
| 4/17/2025 | Forefront Wealth Management Inc. | 93,868 | $4.38M | 4.0% | +5.6% | 0.728% | |
| 4/17/2025 | Good Life Advisors LLC | 40,017 | $1.87M | 0.1% | +38.6% | 0.310% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 4,503 | $210K | 0.0% | N/A | 0.035% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 43,708 | $2.04M | 0.0% | +0.9% | 0.339% | |
| 4/16/2025 | Salem Investment Counselors Inc. | 1,350 | $63K | 0.0% | +237.5% | 0.010% | |
| 4/15/2025 | Ulland Investment Advisors LLC | 2,300 | $107K | 0.1% | N/A | 0.019% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 6,680 | $311K | 0.0% | N/A | 0.056% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 70,560 | $3.29M | 0.1% | +13.7% | 0.593% | |
| 4/14/2025 | McCarthy & Cox | 342,343 | $15.96M | 6.9% | +29.7% | 2.877% | |
| 4/14/2025 | Park Avenue Securities LLC | 5,499 | $256K | 0.0% | +9.3% | 0.046% | |
| 4/11/2025 | Next Level Private LLC | 20,509 | $956K | 0.4% | N/A | 0.172% | |
| 4/9/2025 | High Net Worth Advisory Group LLC | 12,700 | $592K | 0.2% | +33.7% | 0.109% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 25,336 | $1.17M | 0.3% | -5.0% | 0.217% | |
| 4/3/2025 | Collective Family Office LLC | 12,498 | $583K | 0.2% | +62.4% | 0.144% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 43,303 | $2.14M | 0.0% | +659.7% | 0.498% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 26,673 | $1.35M | 0.3% | +46.1% | 0.307% | |
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| 3/3/2025 | SK Wealth Management LLC | 18,341 | $907K | 0.5% | +49.2% | 0.211% | |
| 2/20/2025 | Jupiter Wealth Management LLC | 7,974 | $394K | 0.2% | N/A | 0.092% | |
| 2/18/2025 | Cornerstone Advisory LLC | 691,834 | $34.99M | 4.0% | +195.2% | 7.952% | |
| 2/18/2025 | White Knight Strategic Wealth Advisors LLC | 18,446 | $912K | 0.4% | N/A | 0.212% | |
| 2/18/2025 | Delta Investment Management LLC | 38,776 | $1.92M | 0.4% | +0.8% | 0.446% | |
| 2/17/2025 | Visionary Wealth Advisors | 12,003 | $594K | 0.0% | N/A | 0.138% | |
| 2/17/2025 | Captrust Financial Advisors | 41,875 | $2.07M | 0.0% | +6.0% | 0.481% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 14,606 | $722K | 0.0% | N/A | 0.168% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,977 | $394K | 0.0% | N/A | 0.092% | |
| 2/14/2025 | Jane Street Group LLC | 8,568 | $424K | 0.0% | -77.8% | 0.098% | |
| 2/14/2025 | MGO One Seven LLC | 14,968 | $740K | 0.0% | -1.7% | 0.172% | |
| 2/14/2025 | Curi RMB Capital LLC | 16,919 | $837K | 0.0% | -4.7% | 0.194% | |
| 2/13/2025 | NewEdge Advisors LLC | 157,773 | $7.80M | 0.0% | +2.5% | 1.813% | |
| 2/13/2025 | M Holdings Securities Inc. | 16,837 | $833K | 0.1% | +56.4% | 0.194% | |
| 2/13/2025 | Mariner LLC | 69,702 | $3.45M | 0.0% | +29.4% | 0.801% | |
| 2/13/2025 | FRG Family Wealth Advisors LLC | 15,445 | $764K | 0.1% | +20.9% | 0.178% | |
| 2/13/2025 | Advisory Services Network LLC | 5,820 | $288K | 0.0% | -12.6% | 0.067% | |
| 2/13/2025 | Wells Fargo & Company MN | 9,463 | $468K | 0.0% | N/A | 0.109% | |
| 2/12/2025 | Tyler Stone Wealth Management | 15,788 | $781K | 0.1% | N/A | 0.181% | |
| 2/12/2025 | Graney & King LLC | 264,224 | $13.07M | 9.9% | N/A | 3.037% | |
| 2/11/2025 | LPL Financial LLC | 797,168 | $39.42M | 0.0% | +17.1% | 9.163% | |
| 2/11/2025 | M Holdings Securities Inc. | 833 | $41K | 0.0% | -92.3% | 0.010% | |
| 2/11/2025 | Forefront Wealth Management Inc. | 88,874 | $4.40M | 4.0% | N/A | 1.022% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 39,519 | $1.95M | 0.0% | +61.6% | 0.454% | |
| 2/7/2025 | HighTower Advisors LLC | 468,103 | $23.15M | 0.0% | +51.2% | 5.380% | |
| 2/7/2025 | Moors & Cabot Inc. | 23,574 | $1.17M | 0.1% | +152.2% | 0.271% | |
| 2/7/2025 | Prosperity Financial Group Inc. | 17,425 | $862K | 0.4% | N/A | 0.200% | |
| 2/7/2025 | Chung Wu Investment Group LLC | 15,840 | $783K | 0.8% | N/A | 0.182% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,909 | $193K | 0.0% | N/A | 0.045% | |
| 2/5/2025 | Whipplewood Advisors LLC | 18,848 | $932K | 0.5% | N/A | 0.217% | |
| 2/4/2025 | Avalon Capital Management | 48,849 | $2.42M | 0.8% | +4.7% | 0.561% | |
| 2/3/2025 | Private Advisor Group LLC | 25,460 | $1.26M | 0.0% | +21.0% | 0.293% | |
| 2/3/2025 | Good Life Advisors LLC | 28,862 | $1.43M | 0.1% | +50.9% | 0.332% | |
| 2/3/2025 | Financial Management Network Inc. | 11,970 | $594K | 0.1% | +7.4% | 0.138% | |
| 1/31/2025 | Semus Wealth Partners LLC | 46,112 | $2.28M | 1.5% | +28.8% | 0.542% | |
| 1/31/2025 | Sanctuary Advisors LLC | 5,781 | $292K | 0.0% | N/A | 0.068% | |
| 1/29/2025 | Jmac Enterprises LLC | 114,486 | $5.66M | 0.9% | +12.3% | 1.347% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 9,523 | $471K | 0.0% | N/A | 0.112% | |
| 1/29/2025 | CAP Partners LLC | 16,356 | $809K | 0.6% | -11.1% | 0.192% | |
| 1/28/2025 | Canvas Wealth Advisors LLC | 20,427 | $1.01M | 0.3% | +44.4% | 0.240% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 232,286 | $11.49M | 0.4% | N/A | 2.733% | |
| 1/24/2025 | Clay Northam Wealth Management LLC | 15,865 | $785K | 0.5% | +191.1% | 0.187% | |
| 1/24/2025 | DAVENPORT & Co LLC | 45,299 | $2.24M | 0.0% | +20.1% | 0.533% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 24,162 | $1.20M | 0.6% | +9.8% | 0.295% | |
| 1/22/2025 | Aurora Private Wealth Inc. | 73,778 | $3.65M | 2.7% | +19.6% | 0.900% | |
| 1/21/2025 | LexAurum Advisors LLC | 13,847 | $685K | 0.1% | N/A | 0.169% | |
| 1/21/2025 | Greater Midwest Financial Group LLC | 234,356 | $11.59M | 7.3% | -1.5% | 2.858% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 5,598 | $277K | 0.0% | N/A | 0.068% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 4,058 | $201K | 0.0% | N/A | 0.051% | |
| 1/16/2025 | McCarthy & Cox | 263,994 | $13.06M | 4.5% | +9.3% | 3.300% | |
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| 1/15/2025 | Wealthcare Advisory Partners LLC | 62,046 | $3.07M | 0.1% | +197.5% | 0.776% | |
| 1/14/2025 | Mason & Associates Inc | 192,033 | $9.50M | 2.2% | N/A | 2.527% | |
| 1/14/2025 | Moseley Investment Management Inc. | 7,082 | $350K | 0.1% | +13.4% | 0.093% | |
| 1/14/2025 | Park Avenue Securities LLC | 5,032 | $249K | 0.0% | N/A | 0.066% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 75,673 | $3.74M | 1.5% | +1.8% | 0.996% | |
| 1/13/2025 | Boyce & Associates Wealth Consulting Inc. | 46,208 | $2.29M | 2.3% | N/A | 0.608% | |
| 1/8/2025 | Collective Family Office LLC | 7,697 | $381K | 0.1% | +7.3% | 0.105% | |
| 12/30/2024 | SK Wealth Management LLC | 12,294 | $616K | 0.2% | N/A | 0.236% | |
| 11/18/2024 | Synergy Financial Group LTD | 5,930 | $291K | 0.3% | N/A | 0.114% | |
| 11/18/2024 | FRG Family Wealth Advisors LLC | 12,770 | $627K | 0.1% | +52.1% | 0.246% | |
