| 8/15/2025 | Captrust Financial Advisors | 438,843 | $44.41M | 0.1% | +67.7% | 5.249% | |
| 8/15/2025 | Visionary Wealth Advisors | 3,968 | $402K | 0.0% | +7.5% | 0.047% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 14,788 | $1.50M | 0.0% | -4.5% | 0.177% | |
| 8/15/2025 | MML Investors Services LLC | 13,766 | $1.39M | 0.0% | +4.3% | 0.165% | |
| 8/14/2025 | Jane Street Group LLC | 65,645 | $6.64M | 0.0% | +1,857.8% | 0.739% | |
| 8/14/2025 | Sei Investments Co. | 8,036 | $813K | 0.0% | N/A | 0.090% | |
| 8/14/2025 | Transce3nd LLC | 430 | $44K | 0.0% | +238.6% | 0.005% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 4,880 | $494K | 0.0% | -53.7% | 0.055% | |
| 8/13/2025 | Flow Traders U.S. LLC | 83,077 | $8.41M | 0.3% | -25.2% | 0.936% | |
| 8/13/2025 | GeoWealth Management LLC | 38,171 | $3.86M | 0.2% | +43.3% | 0.430% | |
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| 8/13/2025 | Trek Financial LLC | 30,567 | $3.09M | 0.2% | -2.3% | 0.344% | |
| 8/12/2025 | Walled Lake Planning & Wealth Management LLC | 228,396 | $23.11M | 7.5% | N/A | 2.572% | |
| 8/12/2025 | Lodestone Wealth Management LLC | 4,796 | $485K | 0.2% | -7.6% | 0.057% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 16,134 | $1.63M | 0.4% | +389.7% | 0.193% | |
| 8/11/2025 | Kingdom Financial Group LLC. | 4,717 | $477K | 0.4% | N/A | 0.056% | |
| 8/8/2025 | Security Financial Services INC. | 8,527 | $863K | 0.2% | +2.3% | 0.102% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 19,662 | $1.99M | 0.9% | +100.3% | 0.235% | |
| 8/6/2025 | AE Wealth Management LLC | 1,365,151 | $138.15M | 1.0% | +55.0% | 16.330% | |
| 8/6/2025 | Rialto Wealth Management LLC | 2,778 | $281K | 0.1% | +420.2% | 0.033% | |
| 8/6/2025 | Csenge Advisory Group | 42,449 | $4.30M | 0.2% | +49.6% | 0.508% | |
| 8/4/2025 | Great Lakes Retirement Inc. | 13,929 | $1.41M | 0.2% | -3.8% | 0.167% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 84,737 | $8.58M | 2.2% | +188.7% | 1.014% | |
| 8/4/2025 | FWG Investments LLC. | 10,385 | $1.05M | 0.8% | N/A | 0.124% | |
| 8/4/2025 | Atria Investments Inc | 4,598 | $465K | 0.0% | N/A | 0.055% | |
| 8/1/2025 | FSA Advisors Inc. | 10,138 | $1.03M | 0.8% | +242.5% | 0.121% | |
| 8/1/2025 | Delta Investment Management LLC | 132,178 | $13.38M | 2.6% | -74.9% | 1.581% | |
| 7/31/2025 | FSR Wealth Management Ltd. | 32,521 | $3.29M | 4.2% | +464.6% | 0.389% | |
| 7/31/2025 | Heirloom Wealth Management | 4,073 | $412K | 0.1% | +60.2% | 0.049% | |
| 7/30/2025 | LifeWealth Investments LLC | 12,470 | $1.26M | 0.4% | +190.6% | 0.149% | |
| 7/30/2025 | Brookstone Capital Management | 6,095 | $617K | 0.0% | N/A | 0.073% | |
| 7/30/2025 | Mid American Wealth Advisory Group Inc. | 106,347 | $10.76M | 5.1% | +41.1% | 1.272% | |
| 7/28/2025 | Allianz Asset Management GmbH | 541,520 | $54.80M | 0.1% | -30.2% | 6.478% | |
| 7/28/2025 | Patten & Patten Inc. TN | 20,280 | $2.05M | 0.1% | +16.8% | 0.243% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 11,731 | $1.19M | 0.3% | -67.4% | 0.135% | |
| 7/25/2025 | CWM LLC | 494 | $50K | 0.0% | +2,145.5% | 0.006% | |
| 7/24/2025 | Financial Connections Group Inc. | 6,133 | $620K | 0.3% | N/A | 0.070% | |
| 7/21/2025 | Abacus Planning Group Inc. | 59,229 | $5.99M | 0.7% | N/A | 0.708% | |
| 7/18/2025 | Access Financial Services Inc. | 378,510 | $38.31M | 14.5% | +26.3% | 4.528% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 35,182 | $3.56M | 1.2% | +10.9% | 0.421% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 26,900 | $2.72M | 0.7% | +388.8% | 0.322% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 30,043 | $3.04M | 0.0% | -0.5% | 0.356% | |
| 7/17/2025 | Beacon Capital Management LLC | 752,157 | $76.12M | 10.3% | -19.8% | 8.912% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 26,130 | $2.64M | 1.3% | -23.4% | 0.310% | |
| 7/16/2025 | Essex Financial Services Inc. | 75,418 | $7.63M | 0.5% | +701.5% | 0.894% | |
| 7/14/2025 | Kooman & Associates | 59,229 | $5.99M | 2.0% | -5.1% | 0.702% | |
| 7/14/2025 | ABLE Financial Group LLC | 10,123 | $1.02M | 0.2% | +22.0% | 0.120% | |
| 7/14/2025 | Southland Equity Partners LLC | 22,776 | $2.31M | 0.5% | +447.2% | 0.270% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 30,612 | $3.10M | 0.5% | -23.7% | 0.358% | |
| 7/8/2025 | Parallel Advisors LLC | 80,378 | $8.13M | 0.2% | +1.4% | 0.971% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,594 | $1.38M | 0.0% | -92.0% | 0.164% | |
| 5/28/2025 | Addison Capital Co | 4,474 | $453K | 0.2% | +12.4% | 0.052% | |
| 5/19/2025 | Jane Street Group LLC | 3,353 | $339K | 0.0% | -48.3% | 0.039% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,594 | $1.38M | 0.0% | -92.0% | 0.157% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 11,513 | $1.17M | 0.0% | +22.1% | 0.133% | |
| 5/15/2025 | Royal Bank of Canada | 87,516 | $8.86M | 0.0% | +120.4% | 1.008% | |
| 5/14/2025 | Delta Investment Management LLC | 526,971 | $53.33M | 10.8% | N/A | 6.071% | |
| 5/14/2025 | Flow Traders U.S. LLC | 111,059 | $11.24M | 0.5% | +121.0% | 1.279% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 29,355 | $2.97M | 3.9% | -64.1% | 0.338% | |
| 5/13/2025 | Trajan Wealth LLC | 50,291 | $5.09M | 0.3% | -26.7% | 0.579% | |
| 5/12/2025 | Founders Financial Alliance LLC | 5,990 | $606K | 0.1% | N/A | 0.075% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 10,530 | $1.07M | 0.0% | N/A | 0.131% | |
| 5/8/2025 | Private Advisory Group LLC | 5,028 | $509K | 0.1% | N/A | 0.063% | |
| 5/8/2025 | FSA Advisors Inc. | 2,960 | $300K | 0.2% | -23.3% | 0.037% | |
| 5/7/2025 | Patten & Patten Inc. TN | 17,367 | $1.76M | 0.1% | -8.9% | 0.216% | |
| 5/7/2025 | LPL Financial LLC | 241,536 | $24.44M | 0.0% | +352.6% | 3.004% | |
| 5/7/2025 | Security Financial Services INC. | 8,336 | $844K | 0.2% | +105.6% | 0.104% | |
| 5/6/2025 | AE Wealth Management LLC | 880,921 | $89.15M | 0.7% | -5.5% | 10.957% | |
| 5/5/2025 | Allianz Asset Management GmbH | 775,902 | $78.52M | 0.1% | -25.3% | 9.651% | |
| 5/5/2025 | Csenge Advisory Group | 28,384 | $2.87M | 0.2% | +70.3% | 0.353% | |
| 5/5/2025 | Private Advisor Group LLC | 7,306 | $739K | 0.0% | +49.3% | 0.091% | |
| 5/2/2025 | Kooman & Associates | 62,442 | $6.32M | 2.3% | N/A | 0.777% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 3,771 | $382K | 0.0% | -47.0% | 0.047% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 799 | $81K | 0.1% | -66.9% | 0.010% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 533 | $54K | 0.1% | -62.0% | 0.007% | |
| 4/30/2025 | Cerity Partners LLC | 5,000 | $506K | 0.0% | N/A | 0.062% | |
| 4/30/2025 | POM Investment Strategies LLC | 10,880 | $1.10M | 1.3% | -12.2% | 0.135% | |
| 4/30/2025 | Trek Financial LLC | 31,296 | $3.17M | 0.2% | +9.0% | 0.389% | |
| 4/28/2025 | FSR Wealth Management Ltd. | 5,760 | $583K | 0.8% | -62.3% | 0.072% | |
| 4/28/2025 | Private Trust Co. NA | 335 | $34K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 36,035 | $3.64M | 1.2% | +9.4% | 0.448% | |
| 4/28/2025 | ABLE Financial Group LLC | 8,298 | $840K | 0.2% | +145.2% | 0.103% | |
| 4/25/2025 | Essex Financial Services Inc. | 9,410 | $952K | 0.1% | +30.3% | 0.117% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 41,907 | $4.24M | 1.2% | +2.0% | 0.521% | |
| 4/21/2025 | Beacon Capital Management LLC | 938,038 | $94.93M | 12.8% | -23.8% | 11.667% | |
| 4/21/2025 | LifeWealth Investments LLC | 4,291 | $434K | 0.2% | -27.5% | 0.053% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 9,817 | $994K | 0.5% | +132.0% | 0.140% | |
| 4/17/2025 | Precision Wealth Strategies LLC | 31,738 | $3.21M | 2.5% | -3.3% | 0.453% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 14,475 | $1.47M | 0.2% | -33.9% | 0.206% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,202 | $3.06M | 0.0% | +5.1% | 0.431% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 64,867 | $6.57M | 5.4% | +753.7% | 0.925% | |
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| 4/17/2025 | Access Financial Services Inc. | 299,602 | $30.32M | 12.2% | +121.9% | 4.274% | |
| 4/17/2025 | Howard Bailey Securities LLC | 5,139 | $520K | 0.2% | -63.0% | 0.073% | |
| 4/16/2025 | Southland Equity Partners LLC | 4,162 | $421K | 0.1% | +4.7% | 0.059% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 40,120 | $4.06M | 0.7% | N/A | 0.572% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 3,295 | $333K | 0.1% | -50.8% | 0.047% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 34,131 | $3.45M | 1.7% | -47.1% | 0.487% | |
| 4/9/2025 | Mid American Wealth Advisory Group Inc. | 75,377 | $7.63M | 4.1% | -39.8% | 1.075% | |
| 4/8/2025 | Parallel Advisors LLC | 79,232 | $8.02M | 0.2% | +17.8% | 1.130% | |
| 2/28/2025 | Park Square Financial Group LLC | 261 | $26K | 0.0% | N/A | 0.004% | |
| 2/27/2025 | ABLE Financial Group LLC | 3,384 | $341K | 0.1% | +43.8% | 0.046% | |
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