| 5/21/2025 | Main Line Retirement Advisors LLC | 392,406 | $13.44M | 8.7% | +2.7% | 0.125% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 646,511 | $22.14M | 0.7% | +8.4% | 0.207% | |
| 5/20/2025 | Belpointe Asset Management LLC | 14,631 | $501K | 0.0% | +11.8% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 642,473 | $22.01M | 0.1% | +17,306.5% | 0.205% | |
| 5/20/2025 | Integrity Alliance LLC. | 49,531 | $1.70M | 0.1% | +214.3% | 0.016% | |
| 5/16/2025 | Faithward Advisors LLC | 11,216 | $384K | 0.1% | -21.3% | 0.004% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 2,595,192 | $88.89M | 2.3% | -3.4% | 0.830% | |
| 5/16/2025 | Challenger Wealth Management | 390,123 | $13.36M | 10.6% | +89.1% | 0.125% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 24,941 | $854K | 0.0% | +3.3% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 319,824 | $10.95M | 0.0% | +174.1% | 0.102% | |
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| 5/16/2025 | Kestra Investment Management LLC | 1,782,359 | $61.05M | 1.9% | +56.6% | 0.570% | |
| 5/16/2025 | Jones Financial Companies Lllp | 858,532 | $29.26M | 0.0% | -61.4% | 0.274% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 220,613 | $7.69M | 3.4% | +4.7% | 0.071% | |
| 5/16/2025 | National Wealth Management Group LLC | 21,811 | $747K | 0.5% | +10.9% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,368,922 | $46.89M | 0.3% | +8.8% | 0.438% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 56,948 | $1.95M | 0.0% | +30.1% | 0.019% | |
| 5/16/2025 | Investmark Advisory Group LLC | 240,053 | $8.22M | 4.1% | +1.9% | 0.080% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 19,911 | $682K | 0.2% | +8.5% | 0.007% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 76,032 | $2.60M | 0.0% | +325.9% | 0.025% | |
| 5/15/2025 | Ameriflex Group Inc. | 28,388 | $972K | 0.4% | +378.6% | 0.009% | |
| 5/15/2025 | Flputnam Investment Management Co. | 157,987 | $5.41M | 0.1% | -2.1% | 0.052% | |
| 5/15/2025 | Royal Bank of Canada | 3,673,424 | $125.82M | 0.0% | +17.8% | 1.220% | |
| 5/15/2025 | Betterment LLC | 8,862 | $304K | 0.0% | +4.8% | 0.003% | |
| 5/15/2025 | MAI Capital Management | 97,866 | $3.35M | 0.0% | +6.7% | 0.032% | |
| 5/15/2025 | Calton & Associates Inc. | 116,780 | $4M | 0.9% | +11.0% | 0.039% | |
| 5/15/2025 | Certior Financial Group LLC | 18,285 | $626K | 0.5% | +17.5% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 1,470,200 | $50.35M | 0.1% | +1.5% | 0.488% | |
| 5/15/2025 | OLD Mission Capital LLC | 366,909 | $12.57M | 0.2% | N/A | 0.122% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,921 | $134K | 0.1% | N/A | 0.001% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 783,548 | $26.84M | 1.2% | -2.5% | 0.260% | |
| 5/14/2025 | Delta Investment Management LLC | 111,178 | $3.81M | 0.8% | -20.3% | 0.037% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 257,263 | $8.81M | 1.3% | -0.9% | 0.085% | |
| 5/14/2025 | PKS Advisory Services LLC | 41,633 | $1.43M | 0.4% | +17.9% | 0.014% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 41,888 | $1.44M | 1.0% | +8.2% | 0.014% | |
| 5/14/2025 | McCarthy Asset Management Inc. | 19,176 | $657K | 0.5% | +2.8% | 0.006% | |
| 5/14/2025 | Comerica Bank | 31,506 | $1.08M | 0.0% | +15.8% | 0.010% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 122,046 | $4.18M | 1.2% | N/A | 0.041% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 161,611 | $5.54M | 0.5% | +10.4% | 0.054% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,074,492 | $310.80M | 0.3% | +14.8% | 3.013% | |
| 5/14/2025 | Haverford Trust Co | 655,737 | $22.46M | 0.2% | +12.0% | 0.218% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 1,828,246 | $62.62M | 0.3% | +1.9% | 0.607% | |
| 5/14/2025 | Aspire Growth Partners LLC | 28,925 | $1.03M | 0.9% | +4.1% | 0.010% | |
| 5/14/2025 | Capital Analysts LLC | 136,159 | $4.66M | 0.2% | +369.0% | 0.045% | |
| 5/14/2025 | Venture Visionary Partners LLC | 18,111 | $620K | 0.0% | +76.7% | 0.006% | |
| 5/14/2025 | CWS Financial Advisors LLC | 105,825 | $3.63M | 1.1% | +28.8% | 0.035% | |
| 5/14/2025 | Lincoln Capital LLC | 56,253 | $1.83M | 0.4% | +35.7% | 0.019% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 141,262 | $4.84M | 0.0% | +30.5% | 0.047% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 308,381 | $10.56M | 0.1% | +11.1% | 0.102% | |
| 5/13/2025 | Tyler Stone Wealth Management | 52,598 | $1.80M | 0.3% | +33.7% | 0.017% | |
| 5/13/2025 | Raymond James Financial Inc. | 7,777,757 | $266.39M | 0.1% | +12.1% | 2.582% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 105,026 | $3.60M | 0.0% | N/A | 0.035% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 17,986 | $616K | 0.0% | +23.9% | 0.006% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 207,756 | $7.12M | 0.4% | +26.1% | 0.069% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 72,490 | $2.48M | 2.0% | +57.5% | 0.024% | |
| 5/13/2025 | High Falls Advisors Inc | 9,482 | $325K | 0.1% | +23.0% | 0.003% | |
| 5/13/2025 | Sei Investments Co. | 973,078 | $33.33M | 0.3% | +9.8% | 0.323% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 141,673 | $4.85M | 0.1% | +8.8% | 0.047% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 127,274 | $4.36M | 5.7% | -27.9% | 0.042% | |
| 5/13/2025 | HighTower Advisors LLC | 260,404 | $8.92M | 0.0% | -3.9% | 0.086% | |
| 5/12/2025 | Cooper Financial Group | 127,407 | $4.36M | 0.6% | +9.8% | 0.042% | |
| 5/12/2025 | Benjamin Edwards Inc. | 342,194 | $11.72M | 0.2% | +16.1% | 0.114% | |
| 5/12/2025 | Townsquare Capital LLC | 24,625 | $843K | 0.0% | +4.7% | 0.008% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 5,000 | $171K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Founders Financial Alliance LLC | 10,960 | $375K | 0.1% | -12.7% | 0.004% | |
| 5/12/2025 | AlphaCore Capital LLC | 53,660 | $1.84M | 0.2% | N/A | 0.018% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 406,847 | $13.94M | 0.5% | -1.5% | 0.135% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 765,355 | $26.21M | 0.3% | +20.2% | 0.254% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 276,914 | $9.48M | 0.3% | -13.8% | 0.092% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 126,883 | $4.35M | 0.3% | +53.2% | 0.042% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 11,677,554 | $399.96M | 0.6% | +13.8% | 3.877% | |
| 5/9/2025 | Blair William & Co. IL | 214,801 | $7.36M | 0.0% | +13.8% | 0.071% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 41,915 | $1.44M | 0.8% | +29.5% | 0.014% | |
| 5/8/2025 | IFG Advisory LLC | 39,333 | $1.35M | 0.1% | +61.8% | 0.013% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 275,037 | $9.42M | 3.1% | +2.0% | 0.091% | |
| 5/8/2025 | Pettyjohn Wood & White Inc. | 39,131 | $1.34M | 0.3% | +3.7% | 0.013% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 78,717 | $2.70M | 2.1% | +5.9% | 0.026% | |
| 5/8/2025 | Harbour Investments Inc. | 473,736 | $16.23M | 0.5% | +21.7% | 0.157% | |
| 5/8/2025 | MGO One Seven LLC | 102,790 | $3.52M | 0.1% | -45.7% | 0.034% | |
| 5/8/2025 | Natixis Advisors LLC | 80,105 | $2.74M | 0.0% | +30.4% | 0.027% | |
| 5/8/2025 | Entruity Wealth LLC | 90,673 | $3.11M | 2.9% | -3.9% | 0.030% | |
| 5/8/2025 | XTX Topco Ltd | 9,717 | $333K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 648,902 | $22.79M | 0.6% | +8.8% | 0.215% | |
| 5/8/2025 | Cozad Asset Management Inc. | 138,895 | $4.76M | 0.5% | +10.2% | 0.046% | |
| 5/7/2025 | JSF Financial LLC | 938,778 | $32.15M | 8.5% | +3,486.1% | 0.312% | |
| 5/7/2025 | Financial Management Network Inc. | 37,643 | $1.29M | 0.3% | +62.3% | 0.012% | |
| 5/7/2025 | Norden Group LLC | 24,175 | $828K | 0.1% | +4.0% | 0.008% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 55,038 | $1.99M | 0.5% | -81.5% | 0.018% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 38,549 | $1.32M | 0.7% | +11.3% | 0.013% | |
| 5/7/2025 | LPL Financial LLC | 22,834,860 | $782.09M | 0.3% | +36.1% | 7.582% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 282,203 | $10.02M | 1.4% | +0.8% | 0.094% | |
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| 5/7/2025 | First Heartland Consultants Inc. | 24,923 | $854K | 0.1% | +5.5% | 0.008% | |
| 5/7/2025 | Trilogy Capital Inc. | 13,061 | $447K | 0.0% | -55.2% | 0.004% | |
| 5/6/2025 | Assetmark Inc. | 151,200 | $5.18M | 0.0% | +7.6% | 0.050% | |
| 5/6/2025 | Cetera Investment Advisers | 4,949,248 | $169.51M | 0.3% | +15.8% | 1.643% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 423,803 | $14.52M | 0.1% | +6.5% | 0.141% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 54,709 | $1.87M | 0.6% | +12.3% | 0.018% | |
| 5/6/2025 | Lifeworks Advisors LLC | 27,405 | $939K | 0.2% | N/A | 0.009% | |
| 5/6/2025 | Kovack Advisors Inc. | 26,401 | $904K | 0.1% | +19.1% | 0.009% | |
| 5/6/2025 | Wedbush Securities Inc. | 33,818 | $1.16M | 0.0% | +19.8% | 0.011% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 144,444 | $4.95M | 2.3% | +3.2% | 0.048% | |
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