| 5/16/2025 | Talon Private Wealth LLC | 1,631,500 | $68.60M | 9.2% | -5.6% | 3.630% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,291,158 | $54.40M | 0.6% | +1.4% | 2.872% | |
| 5/15/2025 | Second Line Capital LLC | 95,881 | $4.04M | 1.0% | +2.5% | 0.212% | |
| 5/15/2025 | OLD Mission Capital LLC | 63,743 | $2.69M | 0.0% | +187.1% | 0.141% | |
| 5/14/2025 | Flow Traders U.S. LLC | 59,343 | $2.50M | 0.1% | -7.9% | 0.131% | |
| 5/14/2025 | GM Advisory Group LLC | 556,880 | $23.46M | 1.3% | +53.8% | 1.232% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 580,574 | $24.46M | 0.3% | -5.0% | 1.284% | |
| 5/13/2025 | Trajan Wealth LLC | 6,220 | $262K | 0.0% | N/A | 0.014% | |
| 5/9/2025 | Renasant Bank | 7,637 | $322K | 0.2% | N/A | 0.017% | |
| 5/9/2025 | Total Investment Management Inc. | 1,651,825 | $69.59M | 9.1% | +6.0% | 3.654% | |
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| 5/7/2025 | LPL Financial LLC | 164,465 | $6.93M | 0.0% | +2.8% | 0.364% | |
| 5/7/2025 | First Heartland Consultants Inc. | 184,431 | $7.77M | 0.8% | +1.4% | 0.408% | |
| 5/6/2025 | Cetera Investment Advisers | 58,629 | $2.47M | 0.0% | +5.5% | 0.130% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 180,892 | $7.62M | 8.6% | +136.0% | 0.400% | |
| 5/1/2025 | BankPlus Trust Department | 5,686 | $240K | 0.1% | +17.0% | 0.013% | |
| 5/1/2025 | Fifth Third Securities Inc. | 22,580 | $951K | 0.1% | +67.1% | 0.050% | |
| 4/30/2025 | True Vision MN LLC | 6,584 | $277K | 0.2% | +7.3% | 0.015% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,005 | $295K | 0.0% | N/A | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 104,775 | $4.41M | 0.0% | +34.8% | 0.232% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,715,092 | $114.39M | 0.0% | -3.4% | 6.007% | |
| 4/29/2025 | Brookstone Capital Management | 950,881 | $40.06M | 0.6% | -33.8% | 2.104% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 37,883 | $1.59M | 0.1% | +13.6% | 0.084% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 33,576 | $1.41M | 1.0% | +18.5% | 0.074% | |
| 4/24/2025 | Park Place Capital Corp | 36,504 | $1.54M | 0.4% | +277.1% | 0.081% | |
| 4/24/2025 | Tanager Wealth Management LLP | 1,027,061 | $43.27M | 5.6% | +4.9% | 2.272% | |
| 4/23/2025 | Harbour Capital Advisors LLC | 18,325 | $775K | 0.2% | +63.1% | 0.041% | |
| 4/22/2025 | Advisor Resource Council | 10,157 | $428K | 0.0% | N/A | 0.022% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 37,883 | $1.59M | 0.1% | +13.6% | 0.080% | |
| 4/21/2025 | United Advisor Group LLC | 32,537 | $1.37M | 0.3% | +7.8% | 0.069% | |
| 4/18/2025 | CENTRAL TRUST Co | 550,046 | $23.17M | 0.6% | +7.4% | 1.165% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 27,570 | $1.16M | 0.0% | -2.6% | 0.058% | |
| 4/15/2025 | Zhang Financial LLC | 30,779 | $1.30M | 0.1% | -1.6% | 0.065% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 16,430 | $692K | 0.4% | +14.6% | 0.035% | |
| 4/14/2025 | Farther Finance Advisors LLC | 73,798 | $3.11M | 0.1% | N/A | 0.156% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 290,365 | $12.23M | 2.3% | -0.4% | 0.615% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 443,264 | $18.68M | 1.8% | +73.1% | 0.939% | |
| 4/11/2025 | RPOA Advisors Inc. | 27,237,351 | $1.15B | 31.2% | -1.7% | 57.706% | |
| 2/27/2025 | REAP Financial Group LLC | 1,659 | $68K | 0.0% | N/A | 0.004% | |
| 2/24/2025 | United Advisor Group LLC | 30,186 | $1.24M | 0.2% | +150.0% | 0.071% | |
| 2/18/2025 | First Heartland Consultants Inc. | 181,974 | $7.50M | 0.7% | +18.3% | 0.429% | |
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| 2/18/2025 | Glen Eagle Advisors LLC | 603,037 | $24.86M | 4.1% | +8.1% | 1.421% | |
| 2/17/2025 | Stadion Money Management LLC | 1,130,187 | $46.59M | 3.6% | -27.0% | 2.662% | |
| 2/17/2025 | Second Line Capital LLC | 93,550 | $3.87M | 1.0% | +5.5% | 0.220% | |
| 2/17/2025 | Cetera Investment Advisers | 55,555 | $2.29M | 0.0% | +999.4% | 0.131% | |
| 2/17/2025 | Citadel Advisors LLC | 579,231 | $23.88M | 0.0% | +3,306.0% | 1.365% | |
| 2/17/2025 | Bank of America Corp DE | 1,235,125 | $50.91M | 0.0% | -1.2% | 2.910% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 611,236 | $25.26M | 0.3% | +12.3% | 1.440% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,190 | $255K | 0.0% | -11.8% | 0.015% | |
| 2/14/2025 | Jane Street Group LLC | 97,724 | $4.03M | 0.0% | +119.9% | 0.230% | |
| 2/14/2025 | Second Half Financial Partners LLC | 15,500 | $639K | 0.3% | +2.8% | 0.037% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,273,629 | $52.50M | 0.6% | +8.6% | 3.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 1,264 | $52K | 0.0% | +690.0% | 0.003% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 318,151 | $13.11M | 0.0% | +4.4% | 0.749% | |
| 2/13/2025 | Raymond James Financial Inc. | 14,859 | $612K | 0.0% | N/A | 0.035% | |
| 2/13/2025 | Advisory Services Network LLC | 5,318 | $219K | 0.0% | N/A | 0.013% | |
| 2/13/2025 | Waterloo Capital L.P. | 48,168 | $1.99M | 0.2% | +9.4% | 0.113% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 77,716 | $3.20M | 0.0% | +1,006.3% | 0.183% | |
| 2/13/2025 | Wells Fargo & Company MN | 9,454 | $390K | 0.0% | -10.6% | 0.022% | |
| 2/12/2025 | SevenBridge Financial Group LLC | 15,600 | $646K | 0.1% | N/A | 0.037% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,199 | $915K | 0.0% | N/A | 0.052% | |
| 2/11/2025 | LPL Financial LLC | 159,996 | $6.60M | 0.0% | +12.0% | 0.377% | |
| 2/11/2025 | GM Advisory Group LLC | 362,116 | $14.93M | 0.8% | +10.9% | 0.853% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,954 | $245K | 0.0% | N/A | 0.014% | |
| 2/6/2025 | Raymond James Financial Inc. | 14,859 | $612K | 0.0% | N/A | 0.035% | |
| 2/5/2025 | Maripau Wealth Management LLC | 89,508 | $3.70M | 2.2% | +114.1% | 0.211% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 14,340 | $591K | 0.3% | N/A | 0.034% | |
| 2/4/2025 | Bank of New York Mellon Corp | 2,809,994 | $115.83M | 0.0% | +16.8% | 6.620% | |
| 2/4/2025 | BankPlus Trust Department | 4,860 | $200K | 0.1% | N/A | 0.011% | |
| 1/31/2025 | Sanctuary Advisors LLC | 25,050 | $1.04M | 0.0% | -13.9% | 0.059% | |
| 1/31/2025 | Total Investment Management Inc. | 1,558,636 | $64.25M | 9.0% | +1.8% | 3.672% | |
| 1/30/2025 | Principal Securities Inc. | 2,326 | $96K | 0.0% | +13.1% | 0.005% | |
| 1/30/2025 | Lord & Richards Wealth Management LLC | 76,641 | $3.16M | 6.7% | N/A | 0.181% | |
| 1/29/2025 | True Vision MN LLC | 6,137 | $254K | 0.2% | N/A | 0.014% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 33,341 | $1.38M | 0.1% | +1.4% | 0.079% | |
| 1/27/2025 | Tanager Wealth Management LLP | 979,438 | $40.53M | 5.3% | +68.6% | 2.307% | |
| 1/24/2025 | CENTRAL TRUST Co | 512,230 | $21.11M | 0.5% | +9.6% | 1.207% | |
| 1/24/2025 | Symphony Financial Ltd. Co. | 57,170 | $2.37M | 0.4% | +302.0% | 0.135% | |
| 1/22/2025 | BankPlus Wealth Management LLC | 28,332 | $1.17M | 0.9% | N/A | 0.067% | |
| 1/22/2025 | Nilsine Partners LLC | 90,171 | $3.72M | 0.4% | +8.0% | 0.212% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 28,308 | $1.17M | 0.1% | -2.2% | 0.067% | |
| 1/17/2025 | Park Place Capital Corp | 9,680 | $399K | 0.1% | +562.6% | 0.023% | |
| 1/15/2025 | RPOA Advisors Inc. | 27,721,170 | $1.14B | 30.9% | -0.6% | 65.303% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 256,125 | $10.60M | 1.2% | +200.5% | 0.603% | |
| 1/13/2025 | Sentinel Pension Advisors Inc. | 291,474 | $12.02M | 2.2% | -2.1% | 0.687% | |
| 1/13/2025 | Harbour Capital Advisors LLC | 11,235 | $463K | 0.1% | N/A | 0.026% | |
| 1/13/2025 | Brookstone Capital Management | 1,436,678 | $59.22M | 0.9% | -50.7% | 3.384% | |
| 11/25/2024 | Sanctuary Advisors LLC | 29,108 | $1.21M | 0.0% | +122.5% | 0.069% | |
| 11/20/2024 | Advisory Resource Group | 203,681 | $8.79M | 1.9% | +1.7% | 0.480% | |
| 11/19/2024 | Second Line Capital LLC | 88,701 | $3.83M | 1.0% | +1.8% | 0.209% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 557,655 | $24.06M | 4.1% | +4.0% | 1.314% | |
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| 11/15/2024 | Jane Street Group LLC | 44,445 | $1.92M | 0.0% | -12.9% | 0.105% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,173,146 | $50.62M | 0.6% | +1.8% | 2.764% | |
| 11/14/2024 | Flow Traders U.S. LLC | 33,996 | $1.47M | 0.1% | -50.3% | 0.080% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 304,778 | $13.15M | 0.0% | -23.6% | 0.718% | |
| 11/12/2024 | GM Advisory Group LLC | 326,600 | $14.09M | 0.8% | +148.0% | 0.769% | |
| 11/8/2024 | Second Half Financial Partners LLC | 15,073 | $650K | 0.3% | N/A | 0.036% | |
| 11/8/2024 | BIP Wealth LLC | 8,928 | $385K | 0.0% | N/A | 0.021% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 544,353 | $23.49M | 0.3% | -8.2% | 1.282% | |
| 11/5/2024 | First Heartland Consultants Inc. | 153,864 | $6.64M | 0.7% | -27.6% | 0.362% | |
| 11/5/2024 | Total Investment Management Inc. | 1,531,517 | $66.09M | 7.4% | +2.3% | 3.608% | |
