| 6/2/2025 | Modern Wealth Management LLC | 168,728 | $1.19M | 0.0% | -2.0% | 0.049% | |
| 5/29/2025 | Apeiron RIA LLC | 69,222 | $488K | 0.1% | -2.3% | 0.020% | |
| 5/28/2025 | Intrua Financial LLC | 37,471 | $264K | 0.0% | -26.2% | 0.011% | |
| 5/27/2025 | Jacobi Capital Management LLC | 20,727 | $146K | 0.0% | +9.5% | 0.006% | |
| 5/21/2025 | McAdam LLC | 93,076 | $656K | 0.0% | +19.1% | 0.027% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 337,400 | $2.38M | 0.1% | +2.2% | 0.098% | |
| 5/20/2025 | Focus Partners Wealth | 80,960 | $571K | 0.0% | +5.0% | 0.024% | |
| 5/20/2025 | Integrity Alliance LLC. | 40,451 | $285K | 0.0% | N/A | 0.012% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 206,605 | $1.46M | 0.1% | +1.1% | 0.060% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,389 | $38K | 0.0% | -78.5% | 0.002% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 70,969 | $500K | 0.0% | -15.4% | 0.021% | |
| 5/16/2025 | Concorde Asset Management LLC | 146,789 | $979K | 0.5% | +4.4% | 0.043% | |
| 5/16/2025 | Advisors Asset Management Inc. | 615,402 | $4.34M | 0.1% | +20.0% | 0.179% | |
| 5/15/2025 | Royal Bank of Canada | 174,844 | $1.23M | 0.0% | -1.3% | 0.051% | |
| 5/15/2025 | WPG Advisers LLC | 11,896 | $84K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Delta Investment Management LLC | 185,192 | $1.31M | 0.3% | N/A | 0.054% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 55,690 | $393K | 0.0% | -3.0% | 0.016% | |
| 5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 3,144,864 | $22.17M | 7.5% | -2.9% | 0.916% | |
| 5/14/2025 | Kestra Advisory Services LLC | 671,532 | $4.73M | 0.0% | -9.2% | 0.196% | |
| 5/14/2025 | Compound Planning Inc. | 80,977 | $571K | 0.0% | +17.1% | 0.024% | |
| 5/14/2025 | Venture Visionary Partners LLC | 17,358 | $122K | 0.0% | -50.0% | 0.005% | |
| 5/14/2025 | Andina Capital Management LLC | 11,995 | $85K | 0.1% | N/A | 0.003% | |
| 5/13/2025 | Raymond James Financial Inc. | 495,048 | $3.49M | 0.0% | +7.9% | 0.144% | |
| 5/13/2025 | Trivium Point Advisory LLC | 149,956 | $1.06M | 0.1% | -5.6% | 0.044% | |
| 5/13/2025 | Sit Investment Associates Inc. | 3,797,537 | $26.77M | 0.6% | -24.6% | 1.106% | |
| 5/12/2025 | Invesco Ltd. | 220,419 | $1.55M | 0.0% | +10.3% | 0.064% | |
| 5/12/2025 | Benjamin Edwards Inc. | 12,377 | $87K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | Townsquare Capital LLC | 131,978 | $930K | 0.0% | -3.5% | 0.038% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 130,571 | $921K | 0.1% | -11.8% | 0.038% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 53,702 | $379K | 0.2% | -8.8% | 0.016% | |
| 5/9/2025 | West Michigan Advisors LLC | 154,089 | $1.09M | 0.4% | +7.2% | 0.045% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 38,310 | $270K | 0.0% | -6.1% | 0.011% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 9,680,574 | $68.25M | 0.1% | -4.9% | 2.821% | |
| 5/8/2025 | IFG Advisory LLC | 69,660 | $491K | 0.0% | -3.6% | 0.020% | |
| 5/8/2025 | US Bancorp DE | 15,150 | $107K | 0.0% | +112.5% | 0.004% | |
| 5/8/2025 | Harbour Investments Inc. | 430,178 | $3.03M | 0.1% | +5.6% | 0.125% | |
| 5/8/2025 | Arkadios Wealth Advisors | 71,342 | $503K | 0.0% | +15.6% | 0.021% | |
| 5/8/2025 | XTX Topco Ltd | 21,225 | $150K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 630,813 | $4.77M | 0.1% | +91.1% | 0.184% | |
| 5/7/2025 | LPL Financial LLC | 2,730,010 | $19.25M | 0.0% | +0.7% | 0.795% | |
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| 5/7/2025 | Inspire Advisors LLC | 43,424 | $306K | 0.0% | +18.3% | 0.013% | |
| 5/6/2025 | Cetera Investment Advisers | 2,540,845 | $17.91M | 0.0% | -0.3% | 0.740% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 1,921,952 | $13.55M | 0.1% | -1.2% | 0.560% | |
| 5/6/2025 | Gilbert & Cook Inc. | 327,040 | $2.31M | 0.3% | -2.4% | 0.095% | |
| 5/6/2025 | Kovack Advisors Inc. | 174,100 | $1.23M | 0.1% | +109.0% | 0.051% | |
| 5/6/2025 | AE Wealth Management LLC | 15,722 | $111K | 0.0% | -10.7% | 0.005% | |
| 5/6/2025 | Alpha Omega Group Inc. | 12,315 | $87K | 0.1% | -44.9% | 0.004% | |
| 5/6/2025 | Choreo LLC | 429,249 | $3.03M | 0.0% | -3.3% | 0.125% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 142,178 | $1.00M | 0.0% | N/A | 0.041% | |
| 5/5/2025 | IFP Advisors Inc | 50,166 | $354K | 0.0% | +11.2% | 0.015% | |
| 5/5/2025 | Private Advisor Group LLC | 233,978 | $1.65M | 0.0% | -14.6% | 0.068% | |
| 5/5/2025 | Transce3nd LLC | 31,323 | $221K | 0.1% | -77.8% | 0.009% | |
| 5/2/2025 | Independent Wealth Network Inc. | 55,482 | $391K | 0.2% | +9.6% | 0.016% | |
| 5/2/2025 | Allen Capital Group LLC | 143,502 | $1.01M | 0.1% | -2.8% | 0.042% | |
| 5/2/2025 | Summit X LLC | 27,829 | $196K | 0.0% | +6.5% | 0.008% | |
| 5/2/2025 | Larson Financial Group LLC | 4,722 | $33K | 0.0% | -42.9% | 0.001% | |
| 5/2/2025 | Apollon Wealth Management LLC | 235,505 | $1.66M | 0.0% | +4.9% | 0.069% | |
| 5/1/2025 | Bleakley Financial Group LLC | 60,596 | $427K | 0.0% | +15.8% | 0.018% | |
| 5/1/2025 | CWM LLC | 288,151 | $2.03M | 0.0% | -2.7% | 0.084% | |
| 4/30/2025 | Cerity Partners LLC | 43,432 | $306K | 0.0% | +27.0% | 0.013% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 48,478 | $342K | 0.1% | N/A | 0.014% | |
| 4/30/2025 | Allworth Financial LP | 49,191 | $328K | 0.0% | +7.4% | 0.014% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 11,138 | $79K | 0.1% | -20.8% | 0.003% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 21,446 | $155K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 35,959 | $254K | 0.1% | +5.0% | 0.010% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,909,783 | $13.46M | 0.0% | +8.9% | 0.556% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 64,124 | $452K | 0.0% | -15.1% | 0.019% | |
| 4/29/2025 | Bank of New York Mellon Corp | 267,941 | $1.89M | 0.0% | N/A | 0.078% | |
| 4/29/2025 | Strategic Blueprint LLC | 113,690 | $802K | 0.0% | +9.1% | 0.033% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 67,369 | $475K | 0.1% | -25.3% | 0.020% | |
| 4/28/2025 | Cannon Advisors Inc. | 19,307 | $136K | 0.1% | +63.9% | 0.006% | |
| 4/28/2025 | Rossby Financial LCC | 22,325 | $150K | 0.1% | N/A | 0.007% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 16,439 | $116K | 0.0% | +10.8% | 0.005% | |
| 4/25/2025 | Naviter Wealth LLC | 45,800 | $327K | 0.0% | +99.1% | 0.013% | |
| 4/24/2025 | Golden State Wealth Management LLC | 41,898 | $295K | 0.0% | +9.2% | 0.012% | |
| 4/23/2025 | Perigon Wealth Management LLC | 36,087 | $254K | 0.0% | +25.0% | 0.011% | |
| 4/23/2025 | Golden State Wealth Management LLC | 83,795 | $591K | 0.0% | +118.5% | 0.024% | |
| 4/23/2025 | Global Assets Advisory LLC | 11,607 | $77K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 88,020 | $621K | 0.1% | -13.6% | 0.026% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 63,260 | $446K | 0.0% | +6.0% | 0.018% | |
| 4/22/2025 | Centerpoint Advisory Group | 86,075 | $607K | 0.6% | +12.0% | 0.025% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 27,754 | $196K | 0.0% | +86.6% | 0.008% | |
| 4/22/2025 | Ellis Investment Partners LLC | 816,649 | $5.76M | 1.2% | +0.5% | 0.238% | |
| 4/22/2025 | Denver Wealth Management Inc. | 25,164 | $177K | 0.1% | -29.3% | 0.007% | |
| 4/22/2025 | Castleview Partners LLC | 62,097 | $438K | 0.3% | -13.8% | 0.018% | |
| 4/21/2025 | ORG Partners LLC | 42,789 | $291K | 0.1% | +4.4% | 0.012% | |
| 4/21/2025 | Curran Financial Partners LLC | 11,112 | $78K | 0.0% | N/A | 0.003% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 290,094 | $2.06M | 0.1% | +216.7% | 0.085% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 286,306 | $2.02M | 0.1% | +9.5% | 0.083% | |
| 4/18/2025 | Wagner Wealth Management LLC | 2,228,898 | $15.71M | 3.9% | -35.4% | 0.649% | |
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| 4/17/2025 | Inscription Capital LLC | 238,776 | $1.68M | 0.3% | N/A | 0.070% | |
| 4/17/2025 | Grimes & Company Inc. | 128,262 | $904K | 0.0% | -9.8% | 0.037% | |
| 4/17/2025 | Stewardship Advisors LLC | 25,324 | $179K | 0.0% | +150.5% | 0.007% | |
| 4/17/2025 | MFA Wealth Services | 21,199 | $149K | 0.1% | -9.5% | 0.006% | |
| 4/16/2025 | Vista Finance LLC | 1,955,812 | $13.79M | 12.0% | +14.3% | 0.570% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 113,825 | $802K | 0.0% | +1.4% | 0.033% | |
| 4/16/2025 | Steele Capital Management Inc. | 60,000 | $423K | 0.0% | +9.1% | 0.017% | |
| 4/16/2025 | Bensler LLC | 569,162 | $4.01M | 0.5% | N/A | 0.166% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 16,652 | $117K | 0.0% | +523.0% | 0.005% | |
| 4/15/2025 | Noble Wealth Management PBC | 188,956 | $1.33M | 0.9% | -60.4% | 0.055% | |
