| 5/1/2025 | Lane & Associates LLC | 14,023 | $954K | 0.5% | +1.8% | 0.014% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 42,502 | $2.89M | 0.7% | -0.6% | 0.042% | |
| 4/30/2025 | Cerity Partners LLC | 22,466 | $1.53M | 0.0% | -21.3% | 0.022% | |
| 4/30/2025 | Round Rock Advisors LLC | 6,765 | $460K | 0.1% | -3.9% | 0.007% | |
| 4/30/2025 | Allworth Financial LP | 1,304 | $88K | 0.0% | -10.7% | 0.001% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 35,620 | $2.42M | 0.1% | -0.7% | 0.035% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 18,986 | $1.29M | 0.0% | -4.4% | 0.019% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 32,120 | $2.19M | 0.1% | +58.9% | 0.032% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 11,513 | $784K | 0.2% | +3.1% | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 40,368 | $2.75M | 0.0% | +3.3% | 0.040% | |
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| 4/29/2025 | Capital Investment Advisory Services LLC | 15,317 | $1.04M | 0.1% | +287.5% | 0.015% | |
| 4/29/2025 | Strategic Blueprint LLC | 37,159 | $2.53M | 0.1% | +545.3% | 0.037% | |
| 4/28/2025 | Mutual Advisors LLC | 4,531 | $310K | 0.0% | -6.2% | 0.005% | |
| 4/28/2025 | DAVENPORT & Co LLC | 3,607 | $246K | 0.0% | -6.8% | 0.004% | |
| 4/28/2025 | TCP Asset Management LLC | 298,136 | $20.29M | 4.5% | +2.3% | 0.297% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 6,426 | $442K | 0.0% | -7.9% | 0.006% | |
| 4/25/2025 | Albion Financial Group UT | 3,868 | $263K | 0.0% | +10.9% | 0.004% | |
| 4/25/2025 | Verity Asset Management Inc. | 12,200 | $831K | 0.3% | +87.7% | 0.012% | |
| 4/25/2025 | Sovran Advisors LLC | 9,657 | $618K | 0.1% | -5.9% | 0.010% | |
| 4/24/2025 | Sunbelt Securities Inc. | 44,406 | $3.02M | 0.3% | -46.3% | 0.044% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 108,000 | $7.36M | 0.0% | N/A | 0.107% | |
| 4/24/2025 | Money Concepts Capital Corp | 41,133 | $2.80M | 0.2% | -4.3% | 0.041% | |
| 4/24/2025 | Hicks Capital Management LLC | 19,268 | $1.31M | 1.7% | N/A | 0.019% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 24,145 | $1.55M | 0.4% | +79.5% | 0.024% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 600 | $41K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Family Investment Center Inc. | 3,622 | $247K | 0.1% | -4.2% | 0.004% | |
| 4/23/2025 | Flavin Financial Services Inc. | 16,158 | $1.10M | 1.0% | -2.4% | 0.016% | |
| 4/23/2025 | Cvfg LLC | 17,475 | $1.19M | 1.1% | -4.5% | 0.017% | |
| 4/23/2025 | Bessemer Group Inc. | 44,470 | $3.03M | 0.0% | +91.8% | 0.044% | |
| 4/23/2025 | Spire Wealth Management | 70,077 | $4.77M | 0.2% | -18.7% | 0.070% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 68,290 | $4.65M | 0.9% | +5.9% | 0.068% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 2,670 | $182K | 0.0% | -38.9% | 0.003% | |
| 4/23/2025 | David Kennon Inc | 232,492 | $15.83M | 6.3% | -6.5% | 0.231% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 135,976 | $9.26M | 0.0% | +2.5% | 0.136% | |
| 4/22/2025 | Madison Wealth Partners Inc | 231,032 | $15.73M | 3.9% | -4.6% | 0.231% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 37,733 | $2.57M | 1.2% | +10.8% | 0.038% | |
| 4/21/2025 | Avior Wealth Management LLC | 9,810 | $668K | 0.0% | -6.9% | 0.010% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,968 | $202K | 0.0% | -15.5% | 0.003% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 10,462 | $712K | 0.2% | N/A | 0.010% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 10,538 | $717K | 0.1% | N/A | 0.011% | |
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| 4/21/2025 | Grandview Asset Management LLC | 7,768 | $529K | 0.2% | +5.0% | 0.008% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 59,899 | $4.08M | 0.3% | -2.1% | 0.060% | |
| 4/17/2025 | Inscription Capital LLC | 3,780 | $243K | 0.0% | N/A | 0.004% | |
| 4/17/2025 | QRG Capital Management Inc. | 3,676 | $250K | 0.0% | N/A | 0.004% | |
| 4/17/2025 | Sowell Financial Services LLC | 27,422 | $1.87M | 0.1% | +160.4% | 0.028% | |
| 4/17/2025 | Mission Wealth Management LP | 22,463 | $1.53M | 0.0% | -8.6% | 0.023% | |
| 4/17/2025 | Brighton Jones LLC | 3,047 | $207K | 0.0% | -40.5% | 0.003% | |
| 4/17/2025 | Sound Income Strategies LLC | 2,965 | $202K | 0.0% | +14.8% | 0.003% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 51,416 | $3.31M | 0.6% | +11.4% | 0.052% | |
| 4/17/2025 | Pacific Sun Financial Corp | 10,510 | $715K | 0.4% | -2.2% | 0.011% | |
| 4/16/2025 | CRA Financial Services LLC | 29,011 | $1.98M | 0.3% | +2.9% | 0.029% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 18,010 | $1.23M | 0.0% | -10.7% | 0.018% | |
| 4/16/2025 | Defined Wealth Management LLC | 21,863 | $1.49M | 1.0% | -0.8% | 0.022% | |
| 4/15/2025 | Simplicity Wealth LLC | 4,064 | $277K | 0.0% | N/A | 0.004% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,252 | $292K | 0.0% | +15.9% | 0.004% | |
| 4/14/2025 | Capital Investment Advisors LLC | 2,940 | $200K | 0.0% | N/A | 0.003% | |
| 4/14/2025 | Dentgroup LLC | 12,906 | $878K | 0.7% | +227.6% | 0.013% | |
| 4/11/2025 | Blue Zone Wealth Advisors LLC | 38,225 | $2.60M | 0.7% | -1.0% | 0.038% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 3,586 | $244K | 0.0% | -18.5% | 0.004% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 3,548 | $241K | 0.0% | -13.4% | 0.004% | |
| 4/10/2025 | Wealth Alliance Advisory Group LLC | 9,756 | $664K | 0.1% | -2.7% | 0.010% | |
| 4/9/2025 | Roxbury Financial LLC | 39,058 | $2.90M | 3.0% | +2.5% | 0.039% | |
| 4/8/2025 | Avondale Wealth Management | 12,317 | $838K | 0.5% | -11.8% | 0.012% | |
| 4/7/2025 | GAMMA Investing LLC | 158,660 | $10.80M | 0.0% | +6,706.5% | 0.160% | |
| 4/7/2025 | Bath Savings Trust Co | 3,736 | $254K | 0.0% | N/A | 0.004% | |
| 4/2/2025 | Global Wealth Strategies & Associates | 1,800 | $123K | 0.0% | -14.3% | 0.002% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,178 | $1.54M | 0.0% | +38.3% | 0.020% | |
| 2/27/2025 | HWG Holdings LP | 18,171 | $1.38M | 0.5% | +10.0% | 0.018% | |
| 2/25/2025 | Heck Capital Advisors LLC | 240,042 | $18.26M | 1.1% | N/A | 0.240% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 12,404 | $943K | 0.0% | -7.0% | 0.012% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 53,780 | $4.09M | 0.1% | -1.4% | 0.054% | |
| 2/22/2025 | American Trust | 5,243 | $399K | 0.0% | N/A | 0.005% | |
| 2/20/2025 | Wealth Management Strategies Inc. | 3,351 | $255K | 0.2% | N/A | 0.003% | |
| 2/18/2025 | Sunbelt Securities Inc. | 82,713 | $6.35M | 0.6% | +12.1% | 0.083% | |
| 2/17/2025 | Two Sigma Investments LP | 457,000 | $34.76M | 0.1% | +40.7% | 0.457% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 55,896 | $4.25M | 0.1% | -3.9% | 0.056% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 112,724 | $8.57M | 0.7% | -0.3% | 0.113% | |
| 2/17/2025 | Focus Partners Wealth | 113,373 | $8.62M | 0.0% | +554.5% | 0.113% | |
| 2/17/2025 | FWL Investment Management LLC | 10,227 | $778K | 0.3% | -13.0% | 0.010% | |
| 2/17/2025 | EP Wealth Advisors LLC | 7,705 | $586K | 0.0% | +7.9% | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 102,565 | $7.80M | 0.0% | +9.0% | 0.103% | |
| 2/17/2025 | Captrust Financial Advisors | 10,565 | $804K | 0.0% | -8.2% | 0.011% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 3,577 | $272K | 0.0% | -5.3% | 0.004% | |
| 2/17/2025 | Bank of America Corp DE | 580,170 | $44.13M | 0.0% | +6.3% | 0.581% | |
| 2/17/2025 | Ameriprise Financial Inc. | 207,444 | $15.78M | 0.0% | -0.3% | 0.208% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 114,730 | $8.73M | 0.1% | +1.4% | 0.115% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 19,235 | $1.46M | 0.0% | +17.4% | 0.019% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 18,813 | $1.43M | 0.0% | -4.0% | 0.019% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 4,779 | $363K | 0.0% | N/A | 0.005% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,547 | $346K | 0.0% | +37.6% | 0.005% | |
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| 2/14/2025 | Susquehanna International Group LLP | 80,702 | $6.14M | 0.0% | +811.2% | 0.081% | |
| 2/14/2025 | Stifel Financial Corp | 55,295 | $4.21M | 0.0% | -2.9% | 0.055% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 400 | $30K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | MML Investors Services LLC | 29,961 | $2.28M | 0.0% | +3.5% | 0.030% | |
| 2/14/2025 | GeoWealth Management LLC | 302,363 | $23.00M | 0.8% | +33,835.2% | 0.303% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,164 | $1.61M | 0.0% | -5.5% | 0.021% | |
| 2/13/2025 | Regal Investment Advisors LLC | 11,449 | $871K | 0.1% | -89.2% | 0.011% | |
| 2/13/2025 | Strategies Wealth Advisors LLC | 11,112 | $862K | 0.1% | -4.2% | 0.011% | |
| 2/13/2025 | CreativeOne Wealth LLC | 2,730 | $208K | 0.0% | -21.8% | 0.003% | |
| 2/13/2025 | Mariner LLC | 42,826 | $3.26M | 0.0% | +12.6% | 0.043% | |
