| 5/19/2025 | Jane Street Group LLC | 72,121 | $3.65M | 0.0% | +261.8% | 0.308% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 51,279 | $2.60M | 0.0% | +13.0% | 0.219% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 13,565 | $687K | 0.0% | +10.3% | 0.058% | |
| 5/15/2025 | Royal Bank of Canada | 180,245 | $9.13M | 0.0% | +24.2% | 0.769% | |
| 5/15/2025 | Betterment LLC | 6,398 | $324K | 0.0% | -9.6% | 0.027% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 107,963 | $5.47M | 0.8% | +7.5% | 0.460% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 52,199 | $2.64M | 1.1% | -4.2% | 0.223% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 19,697 | $998K | 0.7% | N/A | 0.084% | |
| 5/14/2025 | CW Advisors LLC | 10,682 | $541K | 0.0% | N/A | 0.046% | |
| 5/14/2025 | Flow Traders U.S. LLC | 25,377 | $1.29M | 0.1% | N/A | 0.108% | |
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| 5/13/2025 | Raymond James Financial Inc. | 359,228 | $18.20M | 0.0% | +12.9% | 1.532% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 18,792 | $952K | 0.7% | +39.6% | 0.080% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 68,877 | $3.49M | 0.3% | +20.4% | 0.294% | |
| 5/12/2025 | Darrow Company Inc. | 78,335 | $3.97M | 2.2% | +24.8% | 0.334% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 60,305 | $3.05M | 0.0% | +18.0% | 0.257% | |
| 5/9/2025 | Prairieview Wealth Partners LLC | 6,292 | $319K | 0.4% | -20.0% | 0.027% | |
| 5/8/2025 | Certified Advisory Corp | 177,316 | $8.98M | 1.0% | +1.8% | 0.756% | |
| 5/7/2025 | Horan Capital Advisors LLC. | 184,102 | $9.33M | 3.1% | +8.9% | 0.785% | |
| 5/7/2025 | LPL Financial LLC | 957,969 | $48.52M | 0.0% | +33.8% | 4.085% | |
| 5/7/2025 | Motco | 339,322 | $17.19M | 1.8% | +20.3% | 1.447% | |
| 5/6/2025 | Cetera Investment Advisers | 48,097 | $2.44M | 0.0% | +1,001.1% | 0.205% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 32,512 | $1.65M | 0.7% | +70.2% | 0.139% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 250,399 | $12.68M | 10.5% | +3.5% | 1.068% | |
| 5/5/2025 | Midwest Capital Advisors LLC | 95,122 | $4.82M | 3.0% | +3.4% | 0.406% | |
| 5/5/2025 | Elyxium Wealth LLC | 7,644 | $387K | 0.2% | N/A | 0.033% | |
| 5/5/2025 | Mainstay Capital Management LLC ADV | 9,264 | $469K | 0.1% | +12.6% | 0.040% | |
| 5/5/2025 | Private Advisor Group LLC | 233,129 | $11.81M | 0.1% | +110.8% | 0.994% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 57,738 | $2.92M | 0.1% | +31.6% | 0.246% | |
| 5/2/2025 | Victory Capital Management Inc. | 5,311,308 | $269.02M | 0.3% | +3.7% | 22.650% | |
| 5/2/2025 | Sigma Planning Corp | 20,518 | $1.04M | 0.0% | +2.1% | 0.087% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 140,450 | $7.11M | 4.4% | +84.5% | 0.608% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 158,965 | $8.05M | 3.9% | +9.4% | 0.688% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 236,098 | $11.90M | 2.8% | -1.5% | 1.022% | |
| 4/30/2025 | Stratos Investment Management LLC | 7,068 | $358K | 0.0% | N/A | 0.031% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 5,664 | $286K | 0.0% | N/A | 0.025% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 41,226 | $2.09M | 0.0% | +67.6% | 0.178% | |
| 4/29/2025 | REDW Wealth LLC | 8,104 | $410K | 0.2% | +39.7% | 0.035% | |
| 4/28/2025 | Axis Wealth Partners LLC | 4,895 | $248K | 0.2% | +19.8% | 0.021% | |
| 4/28/2025 | Swmg LLC | 15,318 | $773K | 0.3% | -6.0% | 0.066% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 37,692 | $1.91M | 0.1% | +2.3% | 0.164% | |
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| 4/25/2025 | Trademark Financial Management LLC | 33,484 | $1.70M | 1.3% | +148.5% | 0.146% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 249,209 | $12.62M | 1.3% | N/A | 1.084% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 89,423 | $4.53M | 0.4% | +1.1% | 0.389% | |
| 4/23/2025 | Perigon Wealth Management LLC | 12,035 | $610K | 0.0% | +2.6% | 0.052% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 14,795 | $749K | 0.0% | +10.5% | 0.064% | |
| 4/23/2025 | Valmark Advisers Inc. | 32,323 | $1.64M | 0.0% | +10.9% | 0.141% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 24,190 | $1.23M | 0.0% | +1.8% | 0.105% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 18,946 | $960K | 0.1% | +17.1% | 0.082% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 54,917 | $2.78M | 0.0% | +17.3% | 0.239% | |
| 4/22/2025 | Madison Wealth Partners Inc | 24,358 | $1.23M | 0.3% | +58.8% | 0.106% | |
| 4/22/2025 | Synergy Asset Management LLC | 15,641 | $792K | 0.1% | N/A | 0.068% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 121,516 | $6.16M | 3.3% | +16.0% | 0.528% | |
| 4/22/2025 | Burt Wealth Advisors | 7,425 | $376K | 0.1% | +2.9% | 0.032% | |
| 4/21/2025 | ERn Financial LLC | 307,566 | $15.58M | 2.5% | +2.0% | 1.334% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 26,288 | $1.33M | 0.2% | -3.1% | 0.114% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 10,829 | $548K | 0.0% | +85.1% | 0.047% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 62,225 | $3.15M | 1.6% | N/A | 0.273% | |
| 4/16/2025 | Avaii Wealth Management LLC | 129,239 | $6.55M | 3.5% | N/A | 0.567% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 288,273 | $14.60M | 0.0% | +27.2% | 1.264% | |
| 4/16/2025 | Bensler LLC | 196,212 | $9.94M | 1.2% | -9.4% | 0.861% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 729,554 | $36.95M | 5.0% | +168.9% | 3.200% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 5,596 | $283K | 0.0% | -6.5% | 0.025% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 14,795 | $749K | 0.0% | +10.5% | 0.065% | |
| 4/14/2025 | Toth Financial Advisory Corp | 175,177 | $8.87M | 1.1% | +6.3% | 0.768% | |
| 4/14/2025 | Broadway Wealth Solutions Inc. | 419,321 | $21.24M | 15.5% | +9.0% | 1.839% | |
| 4/11/2025 | Elk River Wealth Management LLC | 36,403 | $1.84M | 0.3% | +3.5% | 0.161% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 138,972 | $7.04M | 4.9% | +2.8% | 0.616% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 623,732 | $31.59M | 3.3% | N/A | 2.766% | |
| 4/9/2025 | Merit Financial Group LLC | 50,021 | $2.53M | 0.0% | -8.5% | 0.222% | |
| 4/9/2025 | Marquette Asset Management LLC | 559,062 | $28.32M | 5.0% | -0.7% | 2.479% | |
| 3/19/2025 | Northeast Planning Associates INC. NH | 242,039 | $12.15M | 12.6% | N/A | 1.264% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 226,542 | $11.37M | 0.0% | +4,092.9% | 1.183% | |
| 2/24/2025 | Ameriflex Group Inc. | 800 | $40K | 0.0% | N/A | 0.004% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 12,302 | $618K | 0.0% | N/A | 0.064% | |
| 2/17/2025 | Waverly Advisors LLC | 315,536 | $15.84M | 0.2% | +12.4% | 1.648% | |
| 2/17/2025 | Quadcap Wealth Management LLC | 100,416 | $5.04M | 0.7% | +45.3% | 0.524% | |
| 2/17/2025 | Cetera Investment Advisers | 4,368 | $219K | 0.0% | -86.1% | 0.023% | |
| 2/17/2025 | Bank of America Corp DE | 900,446 | $45.20M | 0.0% | +35.3% | 4.702% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 145,322 | $7.30M | 3.6% | +702.1% | 0.759% | |
| 2/14/2025 | Jane Street Group LLC | 19,936 | $1.00M | 0.0% | N/A | 0.104% | |
| 2/14/2025 | Westbourne Investments Inc. | 11,023 | $553K | 0.3% | N/A | 0.058% | |
| 2/14/2025 | Bison Wealth LLC | 5,441 | $273K | 0.0% | -22.4% | 0.023% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 45,394 | $2.28M | 0.0% | +52.9% | 0.237% | |
| 2/14/2025 | IHT Wealth Management LLC | 12,599 | $632K | 0.0% | -11.9% | 0.066% | |
| 2/14/2025 | Stifel Financial Corp | 37,755 | $1.90M | 0.0% | -26.6% | 0.197% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 49,454 | $2.49M | 0.1% | +86.9% | 0.258% | |
| 2/13/2025 | Mariner LLC | 67,439 | $3.39M | 0.0% | -74.4% | 0.352% | |
| 2/13/2025 | Raymond James Financial Inc. | 318,054 | $15.97M | 0.0% | N/A | 1.661% | |
| 2/13/2025 | Advisory Services Network LLC | 23,704 | $1.19M | 0.0% | -13.5% | 0.124% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 24,593 | $1.24M | 0.0% | -86.6% | 0.128% | |
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| 2/12/2025 | OneAscent Wealth Management LLC | 19,104 | $959K | 0.4% | N/A | 0.100% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 41,801 | $2.10M | 0.0% | +13.5% | 0.218% | |
| 2/12/2025 | Broadway Wealth Solutions Inc. | 384,580 | $19.31M | 14.6% | N/A | 2.008% | |
| 2/11/2025 | LPL Financial LLC | 716,137 | $35.95M | 0.0% | +97.8% | 3.740% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 54,505 | $2.74M | 1.2% | +5.0% | 0.285% | |
| 2/11/2025 | Comprehensive Wealth Management LLC | 13,458 | $676K | 0.5% | +13.3% | 0.070% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 88,435 | $4.44M | 0.4% | +1.2% | 0.462% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 152,025 | $7.63M | 0.0% | +9.7% | 0.794% | |
| 2/10/2025 | Madison Wealth Partners Inc | 15,340 | $770K | 0.2% | +192.0% | 0.080% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 4,773 | $240K | 0.0% | +11.5% | 0.025% | |
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