| 5/1/2025 | Gateway Wealth Partners LLC | 6,662 | $228K | 0.1% | +13.5% | 0.006% | |
| 4/30/2025 | Cerity Partners LLC | 12,309 | $422K | 0.0% | +11.3% | 0.012% | |
| 4/30/2025 | Correct Capital Wealth Management | 1,330,393 | $45.61M | 7.4% | -1.8% | 1.263% | |
| 4/30/2025 | Allworth Financial LP | 6,573,059 | $215.99M | 1.2% | +505,519.9% | 6.242% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 363,672 | $12.47M | 6.1% | +9.7% | 0.345% | |
| 4/30/2025 | CFO4Life Group LLC | 323,494 | $11.09M | 1.9% | N/A | 0.307% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 15,135 | $519K | 0.0% | +20.8% | 0.014% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,807 | $405K | 0.0% | N/A | 0.011% | |
| 4/30/2025 | Brown Advisory Inc. | 19,122 | $656K | 0.0% | +5.9% | 0.018% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 32,889 | $1.13M | 0.0% | N/A | 0.031% | |
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| 4/30/2025 | J Hagan Capital Inc. | 143,376 | $4.89M | 4.4% | N/A | 0.136% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 9,785 | $335K | 0.2% | +21.8% | 0.009% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 103,729 | $3.56M | 2.0% | +0.5% | 0.098% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,052,110 | $70.35M | 0.0% | +9.7% | 1.949% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 241,205 | $8.27M | 0.2% | N/A | 0.229% | |
| 4/29/2025 | HM Payson & Co. | 1,025 | $35K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 15,251 | $523K | 0.0% | +23.0% | 0.014% | |
| 4/29/2025 | Sequent Asset Management LLC | 34,879 | $1.20M | 0.7% | +258.1% | 0.033% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 146,352 | $5.02M | 1.0% | +7.8% | 0.139% | |
| 4/29/2025 | SimpliFi Inc. | 134,505 | $4.61M | 2.1% | +90.5% | 0.128% | |
| 4/28/2025 | Private Trust Co. NA | 12,684 | $435K | 0.0% | +119.7% | 0.012% | |
| 4/28/2025 | DAVENPORT & Co LLC | 17,051 | $585K | 0.0% | +25.5% | 0.016% | |
| 4/25/2025 | Smith Salley Wealth Management | 5,875 | $201K | 0.0% | N/A | 0.006% | |
| 4/25/2025 | Trademark Financial Management LLC | 51,524 | $1.77M | 1.3% | N/A | 0.050% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 16,108 | $552K | 0.4% | +152.2% | 0.016% | |
| 4/24/2025 | Money Concepts Capital Corp | 22,492 | $771K | 0.1% | +113.2% | 0.022% | |
| 4/23/2025 | KPP Advisory Services LLC | 55,741 | $1.91M | 0.4% | +51.8% | 0.054% | |
| 4/23/2025 | Goldstein Advisors LLC | 1,198,779 | $41.09M | 6.0% | N/A | 1.160% | |
| 4/23/2025 | Western Wealth Management LLC | 231,147 | $7.92M | 0.5% | +4.2% | 0.224% | |
| 4/23/2025 | Golden State Wealth Management LLC | 6,000 | $206K | 0.0% | +100.0% | 0.006% | |
| 4/23/2025 | Financial Enhancement Group LLC | 470,094 | $15.00M | 2.3% | -1.2% | 0.455% | |
| 4/23/2025 | Ledyard National Bank | 182,327 | $6.25M | 0.6% | N/A | 0.176% | |
| 4/23/2025 | Embree Financial Group | 60,947 | $2.09M | 0.3% | N/A | 0.059% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 18,198 | $624K | 0.1% | +28.9% | 0.018% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 190,773 | $6.54M | 0.3% | +18.8% | 0.185% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 871,784 | $29.89M | 0.1% | +180.2% | 0.844% | |
| 4/22/2025 | Kennedy Investment Group | 41,264 | $1.42M | 0.7% | +107.4% | 0.040% | |
| 4/22/2025 | World Equity Group Inc. | 7,309 | $251K | 0.1% | -64.9% | 0.007% | |
| 4/22/2025 | PFG Investments LLC | 8,823 | $302K | 0.0% | -6.0% | 0.009% | |
| 4/22/2025 | Advisor Resource Council | 202,710 | $6.95M | 0.5% | N/A | 0.196% | |
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| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 41,774 | $1.42M | 0.2% | +52.8% | 0.040% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 88,378 | $3.03M | 0.2% | +138.9% | 0.085% | |
| 4/18/2025 | Optivise Advisory Services LLC | 33,253 | $1.14M | 0.6% | N/A | 0.032% | |
| 4/17/2025 | Vista Investment Partners LLC | 71,505 | $2.45M | 0.7% | +77.9% | 0.069% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 69,869 | $2.40M | 0.0% | +87.7% | 0.068% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 390,802 | $13.40M | 0.0% | N/A | 0.378% | |
| 4/17/2025 | M.E. Allison & CO. Inc. | 16,669 | $571K | 0.6% | +145.1% | 0.016% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 2,099,116 | $71.96M | 7.5% | +26.5% | 2.031% | |
| 4/17/2025 | Howard Bailey Securities LLC | 9,713 | $333K | 0.1% | -6.9% | 0.009% | |
| 4/17/2025 | Dohj LLC | 7,607 | $261K | 0.1% | N/A | 0.007% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 155,287 | $5.32M | 0.0% | +49.4% | 0.151% | |
| 4/16/2025 | Goldstone Financial Group LLC | 118,943 | $4.08M | 0.6% | +13.4% | 0.115% | |
| 4/16/2025 | Krilogy Financial LLC | 1,138,291 | $39.02M | 2.5% | +18.6% | 1.104% | |
| 4/16/2025 | Sowa Financial Group Inc. | 11,102 | $381K | 0.3% | N/A | 0.011% | |
| 4/15/2025 | Transform Wealth LLC | 118,520 | $4.06M | 0.2% | -10.7% | 0.115% | |
| 4/15/2025 | Fourpath Capital Management LLC | 13,738 | $471K | 0.1% | +22.9% | 0.013% | |
| 4/14/2025 | Farther Finance Advisors LLC | 162,859 | $5.58M | 0.1% | N/A | 0.158% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 7,764 | $266K | 0.1% | +24.3% | 0.008% | |
| 4/14/2025 | Financial Designs Corp | 243,018 | $8.33M | 5.8% | +1.5% | 0.236% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 8,221 | $282K | 0.1% | +15.4% | 0.008% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 2,600,115 | $89.13M | 1.8% | -0.5% | 2.522% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 220,425 | $7.56M | 1.0% | +40.0% | 0.214% | |
| 4/11/2025 | Burkett Financial Services LLC | 1,302 | $45K | 0.0% | N/A | 0.001% | |
| 4/11/2025 | Procyon Advisors LLC | 269,061 | $9.22M | 0.6% | N/A | 0.270% | |
| 4/11/2025 | Annex Advisory Services LLC | 2,338,656 | $80.17M | 2.3% | -11.3% | 2.348% | |
| 4/10/2025 | Lifestyle Asset Management Inc. | 187,326 | $6.42M | 3.5% | +233.2% | 0.188% | |
| 4/10/2025 | Secure Asset Management LLC | 24,498 | $840K | 0.2% | -42.0% | 0.025% | |
| 4/10/2025 | Strategic Planning Group LLC | 513,137 | $17.59M | 3.4% | -3.7% | 0.515% | |
| 4/10/2025 | Smith Anglin Financial LLC | 2,565,838 | $87.96M | 9.3% | +4,182.0% | 2.576% | |
| 4/9/2025 | Advance Capital Management Inc. | 227,037 | $7.78M | 0.4% | N/A | 0.228% | |
| 4/9/2025 | Mechanics Bank Trust Department | 56,945 | $1.95M | 0.3% | +181.4% | 0.057% | |
| 4/8/2025 | Private Client Services LLC | 7,417 | $254K | 0.1% | N/A | 0.007% | |
| 4/8/2025 | Parallel Advisors LLC | 9,450 | $324K | 0.0% | N/A | 0.009% | |
| 3/19/2025 | Northeast Planning Associates INC. NH | 10,128 | $345K | 0.4% | N/A | 0.016% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 103,953 | $3.54M | 0.0% | +30.1% | 0.167% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 1,105,453 | $37.69M | 0.8% | +52.1% | 1.780% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 49,567 | $1.69M | 0.1% | -23.8% | 0.074% | |
| 2/17/2025 | WBI Investments LLC | 267,266 | $9.11M | 2.3% | +14.4% | 0.430% | |
| 2/17/2025 | Royal Bank of Canada | 617,224 | $21.04M | 0.0% | +43.6% | 0.994% | |
| 2/17/2025 | Napa Wealth Management | 44,823 | $1.53M | 0.7% | N/A | 0.072% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 26,008 | $887K | 0.0% | -52.9% | 0.042% | |
| 2/17/2025 | Cetera Investment Advisers | 224,208 | $7.64M | 0.0% | +152.0% | 0.361% | |
| 2/17/2025 | Bank of America Corp DE | 4,019,954 | $137.04M | 0.0% | +109.8% | 6.473% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 331,427 | $11.30M | 5.6% | N/A | 0.534% | |
| 2/14/2025 | Keel Point LLC | 23,382 | $797K | 0.1% | +48.6% | 0.038% | |
| 2/14/2025 | Jane Street Group LLC | 53,673 | $1.83M | 0.0% | +279.3% | 0.086% | |
| 2/14/2025 | Triumph Capital Management | 41,469 | $1.41M | 0.5% | +85.1% | 0.067% | |
| 2/14/2025 | Comerica Bank | 13,818 | $471K | 0.0% | +100.0% | 0.022% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,035 | $478K | 0.0% | N/A | 0.023% | |
| 2/14/2025 | IHT Wealth Management LLC | 26,622 | $908K | 0.0% | N/A | 0.043% | |
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| 2/14/2025 | Stifel Financial Corp | 68,954 | $2.35M | 0.0% | +117.3% | 0.111% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 5,688 | $194K | 0.0% | N/A | 0.009% | |
| 2/14/2025 | Tradition Wealth Management LLC | 67,864 | $2.31M | 0.2% | +30.1% | 0.109% | |
| 2/14/2025 | MML Investors Services LLC | 147,987 | $5.05M | 0.0% | +4.3% | 0.238% | |
| 2/14/2025 | GeoWealth Management LLC | 27,370 | $933K | 0.0% | +21.1% | 0.044% | |
| 2/13/2025 | NewEdge Advisors LLC | 47,855 | $1.63M | 0.0% | +10.5% | 0.077% | |
| 2/13/2025 | CreativeOne Wealth LLC | 21,869 | $746K | 0.0% | +43.5% | 0.035% | |
| 2/13/2025 | Mariner LLC | 167,385 | $5.71M | 0.0% | +120.0% | 0.270% | |
| 2/13/2025 | Keystone Financial Group | 524,780 | $17.89M | 1.8% | N/A | 0.845% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 37,232 | $1.27M | 0.0% | N/A | 0.060% | |
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