| 5/2/2025 | Independent Wealth Network Inc. | 21,159 | $656K | 0.3% | +38.6% | 0.033% | |
| 5/2/2025 | Acas LLC | 116,819 | $3.63M | 2.8% | +14.3% | 0.182% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 31,667 | $981K | 0.0% | -34.6% | 0.049% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 109,838 | $3.40M | 0.0% | +26.6% | 0.171% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 9,490 | $294K | 0.2% | N/A | 0.015% | |
| 5/2/2025 | Sigma Planning Corp | 74,773 | $2.32M | 0.1% | +12.9% | 0.117% | |
| 5/2/2025 | Transcendent Capital Group LLC | 9,655 | $299K | 0.2% | +29.8% | 0.015% | |
| 5/1/2025 | Bleakley Financial Group LLC | 62,096 | $1.92M | 0.1% | +23.7% | 0.097% | |
| 5/1/2025 | A&I Financial Services LLC | 8,179 | $253K | 0.2% | +4.5% | 0.013% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 13,342 | $413K | 0.3% | +14.6% | 0.021% | |
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| 5/1/2025 | CWM LLC | 715,313 | $22.16M | 0.1% | +1,006.3% | 1.115% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 19,322 | $599K | 0.1% | +21.1% | 0.030% | |
| 5/1/2025 | Diversify Wealth Management LLC | 10,444 | $323K | 0.0% | N/A | 0.016% | |
| 4/30/2025 | Seamount Financial Group Inc. | 106,161 | $3.29M | 2.2% | +21.0% | 0.176% | |
| 4/30/2025 | Clarity Wealth Advisors LLC | 89,052 | $2.76M | 0.8% | +32.9% | 0.148% | |
| 4/30/2025 | Burford Brothers Inc. | 32,727 | $1.01M | 0.5% | +18.4% | 0.054% | |
| 4/30/2025 | Allworth Financial LP | 4,276 | $131K | 0.0% | +30.5% | 0.007% | |
| 4/30/2025 | tru Independence LLC | 7,761 | $240K | 0.1% | +8.8% | 0.013% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 26,157 | $810K | 0.1% | -22.1% | 0.043% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 9,978 | $309K | 0.0% | N/A | 0.017% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 24,635 | $763K | 0.0% | -10.6% | 0.041% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 28,592 | $886K | 0.0% | +13.2% | 0.048% | |
| 4/30/2025 | Capital Management Associates Inc | 312,794 | $9.69M | 2.2% | +199.8% | 0.520% | |
| 4/30/2025 | J Hagan Capital Inc. | 120,264 | $3.76M | 3.4% | N/A | 0.200% | |
| 4/30/2025 | Synergy Investment Management LLC | 31,115 | $964K | 0.4% | +77.6% | 0.052% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,147,197 | $97.50M | 0.0% | +31.7% | 5.230% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 199,248 | $6.17M | 0.1% | +4.1% | 0.331% | |
| 4/29/2025 | World Investment Advisors | 105,417 | $3.27M | 0.1% | +66.7% | 0.175% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 7,601 | $235K | 0.0% | N/A | 0.013% | |
| 4/29/2025 | Strategic Blueprint LLC | 31,676 | $981K | 0.1% | +226.7% | 0.053% | |
| 4/28/2025 | D.A. Davidson & CO. | 236,290 | $7.32M | 0.1% | +12.3% | 0.393% | |
| 4/28/2025 | Mutual Advisors LLC | 36,859 | $1.13M | 0.0% | -28.3% | 0.061% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 12,886 | $399K | 0.2% | +30.7% | 0.021% | |
| 4/28/2025 | Latitude Advisors LLC | 15,258 | $473K | 0.3% | +16.7% | 0.025% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 12,565 | $389K | 0.1% | -79.2% | 0.021% | |
| 4/28/2025 | DAVENPORT & Co LLC | 26,994 | $836K | 0.0% | N/A | 0.045% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 84,483 | $2.62M | 0.3% | +17.8% | 0.140% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 61,677 | $1.91M | 0.2% | +65.8% | 0.102% | |
| 4/25/2025 | Westside Investment Management Inc. | 99,536 | $3.08M | 0.7% | +14.2% | 0.165% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 56,012 | $1.75M | 0.1% | +4.0% | 0.093% | |
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| 4/25/2025 | Essex Financial Services Inc. | 57,457 | $1.78M | 0.1% | +35.7% | 0.095% | |
| 4/25/2025 | Sovran Advisors LLC | 6,730 | $201K | 0.0% | N/A | 0.011% | |
| 4/25/2025 | Colonial River Investments LLC | 9,978 | $309K | 0.2% | N/A | 0.017% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 262,645 | $7.95M | 0.5% | +22.2% | 0.436% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 291,584 | $9.03M | 8.1% | N/A | 0.485% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 31,532 | $977K | 0.3% | +43.0% | 0.052% | |
| 4/23/2025 | SFG Wealth Management LLC. | 14,048 | $435K | 0.2% | N/A | 0.023% | |
| 4/23/2025 | KPP Advisory Services LLC | 17,533 | $543K | 0.1% | N/A | 0.029% | |
| 4/23/2025 | Cvfg LLC | 87,971 | $2.73M | 2.5% | +60.4% | 0.146% | |
| 4/23/2025 | Golden State Equity Partners | 15,565 | $482K | 0.1% | +107.5% | 0.026% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 55,992 | $1.75M | 1.7% | -27.3% | 0.093% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 208,211 | $6.45M | 1.0% | +17.3% | 0.346% | |
| 4/23/2025 | Valmark Advisers Inc. | 47,526 | $1.47M | 0.0% | +106.0% | 0.079% | |
| 4/23/2025 | Continuum Advisory LLC | 19,695 | $610K | 0.1% | +96.8% | 0.033% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,548,960 | $47.99M | 0.2% | +21.8% | 2.574% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 56,413 | $1.75M | 1.5% | -4.2% | 0.094% | |
| 4/22/2025 | Advisor Resource Council | 164,823 | $5.11M | 0.4% | N/A | 0.274% | |
| 4/21/2025 | LongView Wealth Management | 134,364 | $4.16M | 1.2% | +23.5% | 0.223% | |
| 4/21/2025 | CLG LLC | 41,004 | $1.27M | 0.4% | +57.5% | 0.068% | |
| 4/21/2025 | United Advisor Group LLC | 16,894 | $523K | 0.1% | +3.4% | 0.028% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 188,761 | $5.85M | 0.0% | +62.8% | 0.314% | |
| 4/21/2025 | Kiley Juergens Wealth Management LLC | 11,347 | $352K | 0.1% | N/A | 0.019% | |
| 4/21/2025 | Warner Financial Inc. | 8,188 | $254K | 0.1% | +12.5% | 0.014% | |
| 4/18/2025 | Financial Perspectives Inc | 1,786 | $55K | 0.0% | N/A | 0.003% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 15,925 | $493K | 0.1% | +3.6% | 0.026% | |
| 4/18/2025 | Greenbush Financial Group LLC | 333,338 | $10.33M | 5.1% | +3.4% | 0.554% | |
| 4/17/2025 | Vicus Capital | 10,267 | $318K | 0.0% | N/A | 0.017% | |
| 4/17/2025 | AA Financial Advisors LLC | 58,900 | $1.83M | 0.4% | -7.7% | 0.098% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 93,749 | $2.90M | 0.0% | +174.8% | 0.156% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 183,101 | $5.67M | 0.0% | +43.2% | 0.304% | |
| 4/17/2025 | Keystone Wealth Services LLC | 36,084 | $1.12M | 0.3% | +16.4% | 0.060% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 8,407 | $260K | 0.0% | +8.0% | 0.014% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,737,175 | $53.82M | 0.1% | +9.1% | 2.887% | |
| 4/16/2025 | Tudor Financial Inc. | 7,558 | $234K | 0.1% | +17.0% | 0.013% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 38,678 | $1.20M | 0.2% | +6.5% | 0.064% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 43,607 | $1.35M | 0.2% | +36.7% | 0.072% | |
| 4/11/2025 | Pines Wealth Management LLC | 17,974 | $515K | 0.2% | -9.7% | 0.030% | |
| 4/11/2025 | McNamara Financial Services Inc. | 22,794 | $706K | 0.2% | N/A | 0.038% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,709 | $146K | 0.0% | +39.2% | 0.008% | |
| 4/10/2025 | KWB Wealth | 138,307 | $4.33M | 0.5% | +571.1% | 0.230% | |
| 4/9/2025 | RFG Advisory LLC | 46,692 | $1.45M | 0.0% | +1.3% | 0.078% | |
| 4/9/2025 | HBW Advisory Services LLC | 7,997 | $248K | 0.0% | +21.3% | 0.013% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 705,697 | $21.86M | 1.0% | +23.1% | 1.173% | |
| 4/9/2025 | Merit Financial Group LLC | 71,281 | $2.21M | 0.0% | N/A | 0.118% | |
| 4/9/2025 | High Net Worth Advisory Group LLC | 138,524 | $4.29M | 1.2% | +10.3% | 0.230% | |
| 4/9/2025 | Worth Asset Management LLC | 94,719 | $2.93M | 1.6% | N/A | 0.157% | |
| 4/9/2025 | Advance Capital Management Inc. | 2,176,576 | $67.43M | 3.2% | +0.7% | 3.785% | |
| 4/7/2025 | Summit Global Investments | 11,818 | $366K | 0.0% | +19.0% | 0.021% | |
| 4/7/2025 | AdvisorNet Financial Inc | 20,720 | $642K | 0.0% | +35.0% | 0.036% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 55,992 | $1.75M | 1.5% | N/A | 0.097% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,592,644 | $49.80M | 0.1% | +38.1% | 2.868% | |
| 3/12/2025 | Centaurus Financial Inc. | 35,489 | $1.11M | 0.1% | N/A | 0.064% | |
| 2/26/2025 | Capital A Wealth Management LLC | 2,040 | $64K | 0.1% | N/A | 0.014% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 62,511 | $1.96M | 0.1% | +113.1% | 0.440% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 62,893 | $1.97M | 0.0% | N/A | 0.443% | |
| 2/24/2025 | United Advisor Group LLC | 16,334 | $511K | 0.1% | N/A | 0.115% | |
| 2/24/2025 | Challenger Wealth Management | 102,351 | $3.20M | 2.8% | N/A | 0.721% | |
| 2/21/2025 | WNY Asset Management LLC | 23,974 | $750K | 0.1% | N/A | 0.169% | |
| 2/19/2025 | Richmond Investment Services LLC | 18,567 | $581K | 0.3% | N/A | 0.131% | |
| 2/18/2025 | Sunbelt Securities Inc. | 156,919 | $4.92M | 0.4% | +1.5% | 1.105% | |
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