| 7/18/2025 | QTR Family Wealth LLC | 7,107 | $234K | 0.1% | N/A | 0.027% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 947,768 | $31.20M | 4.3% | +9.2% | 3.731% | |
| 7/17/2025 | KWB Wealth | 120,537 | $3.97M | 0.5% | +42.9% | 0.474% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 6,866 | $226K | 0.1% | -4.4% | 0.027% | |
| 7/17/2025 | LVW Advisors LLC | 659,164 | $21.70M | 2.4% | +17.6% | 2.595% | |
| 7/14/2025 | AdvisorNet Financial Inc | 16,636 | $548K | 0.0% | +47.2% | 0.065% | |
| 7/14/2025 | Sweeney & Michel LLC | 182,312 | $5.95M | 2.1% | +3.8% | 0.718% | |
| 7/11/2025 | Lincoln Capital LLC | 12,127 | $399K | 0.1% | +4.3% | 0.049% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 196,493 | $6.44M | 0.0% | -0.8% | 0.797% | |
| 7/10/2025 | American Financial Advisors LLC | 35,589 | $1.17M | 0.2% | N/A | 0.144% | |
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| 7/9/2025 | StrongBox Wealth LLC | 97,550 | $3.21M | 1.2% | +27.3% | 0.396% | |
| 7/8/2025 | Dover Advisors LLC | 19,343 | $637K | 0.3% | N/A | 0.083% | |
| 5/27/2025 | Jacobi Capital Management LLC | 16,197 | $475K | 0.0% | N/A | 0.081% | |
| 5/19/2025 | Jane Street Group LLC | 156,943 | $4.60M | 0.0% | -30.3% | 0.878% | |
| 5/16/2025 | Jones Financial Companies Lllp | 29,699 | $792K | 0.0% | -27.4% | 0.166% | |
| 5/15/2025 | Royal Bank of Canada | 345,639 | $10.13M | 0.0% | +40.6% | 1.933% | |
| 5/15/2025 | Baird Financial Group Inc. | 32,128 | $942K | 0.0% | N/A | 0.180% | |
| 5/15/2025 | OLD Mission Capital LLC | 22,601 | $663K | 0.0% | -79.3% | 0.126% | |
| 5/14/2025 | Comerica Bank | 3,048 | $89K | 0.0% | -20.5% | 0.017% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 4,390 | $128K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Kestra Advisory Services LLC | 140,289 | $4.11M | 0.0% | +3.5% | 0.785% | |
| 5/14/2025 | Capital Analysts LLC | 76,148 | $2.23M | 0.1% | +4.6% | 0.426% | |
| 5/14/2025 | Lincoln Capital LLC | 11,624 | $344K | 0.1% | +13.3% | 0.065% | |
| 5/13/2025 | Raymond James Financial Inc. | 438,549 | $12.86M | 0.0% | +215.4% | 2.453% | |
| 5/13/2025 | Tyler Stone Wealth Management | 29,966 | $879K | 0.2% | +276.9% | 0.168% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 32,351 | $949K | 0.1% | +43.1% | 0.181% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 257,717 | $7.56M | 2.7% | +37.7% | 1.441% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 117,696 | $3.45M | 0.1% | -3.1% | 0.658% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 15,421 | $452K | 0.2% | +15.1% | 0.086% | |
| 5/8/2025 | Harbour Investments Inc. | 11,793 | $346K | 0.0% | -49.2% | 0.066% | |
| 5/7/2025 | LPL Financial LLC | 539,858 | $15.83M | 0.0% | +168.7% | 3.019% | |
| 5/7/2025 | First Heartland Consultants Inc. | 39,401 | $1.16M | 0.1% | -12.5% | 0.220% | |
| 5/6/2025 | Cetera Investment Advisers | 589,834 | $17.29M | 0.0% | +35.5% | 3.299% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 10,577 | $310K | 0.0% | +6.7% | 0.059% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 7,185 | $211K | 0.1% | N/A | 0.040% | |
| 5/6/2025 | Venturi Wealth Management LLC | 1,259,232 | $36.92M | 1.9% | -16.7% | 7.043% | |
| 5/5/2025 | Private Advisor Group LLC | 233,241 | $6.84M | 0.0% | +23.0% | 1.304% | |
| 5/2/2025 | Acas LLC | 11,501 | $353K | 0.3% | -28.9% | 0.064% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 42,042 | $1.23M | 0.0% | +70.1% | 0.235% | |
| 4/30/2025 | Seamount Financial Group Inc. | 7,500 | $220K | 0.1% | -25.7% | 0.050% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 293,222 | $8.60M | 0.0% | +1.5% | 1.950% | |
| 4/28/2025 | D.A. Davidson & CO. | 12,503 | $367K | 0.0% | N/A | 0.083% | |
| 4/28/2025 | Mutual Advisors LLC | 15,096 | $458K | 0.0% | N/A | 0.100% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,844 | $522K | 0.0% | -13.6% | 0.119% | |
| 4/25/2025 | WJ Wealth Management LLC | 143,851 | $4.22M | 1.5% | N/A | 0.956% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 105,531 | $3.14M | 0.2% | +1.6% | 0.702% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 46,849 | $1.37M | 0.6% | N/A | 0.311% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 868,213 | $25.46M | 3.8% | +29.3% | 5.773% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 216,978 | $6.36M | 0.0% | +203.9% | 1.443% | |
| 4/22/2025 | Mendota Financial Group LLC | 183,560 | $5.38M | 5.8% | -22.5% | 1.220% | |
| 4/21/2025 | CLG LLC | 7,616 | $223K | 0.1% | -8.1% | 0.051% | |
| 4/18/2025 | Financial Perspectives Inc | 1,116 | $33K | 0.0% | N/A | 0.007% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 38,833 | $1.14M | 0.0% | +8.8% | 0.258% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 198,092 | $5.81M | 0.0% | -1.5% | 1.317% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 983 | $29K | 0.0% | N/A | 0.007% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 40,464 | $1.19M | 0.6% | +69.5% | 0.269% | |
| 4/10/2025 | KWB Wealth | 84,345 | $2.32M | 0.3% | +260.4% | 0.561% | |
| 4/9/2025 | LVW Advisors LLC | 560,680 | $16.44M | 2.0% | +23.5% | 3.728% | |
| 4/9/2025 | Sweeney & Michel LLC | 175,604 | $5.15M | 2.1% | N/A | 1.168% | |
| 4/8/2025 | Rothschild Investment LLC | 1,750 | $51K | 0.0% | N/A | 0.013% | |
| 4/7/2025 | AdvisorNet Financial Inc | 11,304 | $331K | 0.0% | +54.9% | 0.085% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 201,202 | $5.54M | 0.0% | N/A | 1.617% | |
| 3/12/2025 | Centaurus Financial Inc. | 12,422 | $342K | 0.0% | N/A | 0.100% | |
| 2/18/2025 | GTS Securities LLC | 35,565 | $978K | 0.0% | +85.2% | 0.808% | |
| 2/18/2025 | First Heartland Consultants Inc. | 45,006 | $1.24M | 0.1% | N/A | 1.023% | |
| 2/17/2025 | Cetera Investment Advisers | 435,414 | $11.98M | 0.0% | +11.6% | 9.896% | |
| 2/17/2025 | Captrust Financial Advisors | 46,485 | $1.28M | 0.0% | +22.1% | 1.056% | |
| 2/17/2025 | Aspire Growth Partners LLC | 14,208 | $391K | 0.4% | N/A | 0.323% | |
| 2/14/2025 | Jane Street Group LLC | 225,330 | $6.20M | 0.0% | +90.1% | 5.121% | |
| 2/14/2025 | Comerica Bank | 3,833 | $105K | 0.0% | +46.7% | 0.087% | |
| 2/14/2025 | Capital Analysts LLC | 72,777 | $2.00M | 0.1% | +23.0% | 1.654% | |
| 2/14/2025 | Stifel Financial Corp | 180,335 | $4.96M | 0.0% | +39.0% | 4.099% | |
| 2/14/2025 | MML Investors Services LLC | 257,829 | $7.09M | 0.0% | +28.0% | 5.860% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 567,400 | $15.61M | 0.1% | +38.4% | 12.895% | |
| 2/14/2025 | Capital International Investors | 80,000 | $2.20M | 0.0% | +166.7% | 1.818% | |
| 2/13/2025 | NewEdge Advisors LLC | 1,308 | $36K | 0.0% | +155.5% | 0.030% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 19,158 | $527K | 0.0% | N/A | 0.435% | |
| 2/13/2025 | Raymond James Financial Inc. | 139,055 | $3.83M | 0.0% | N/A | 3.160% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 288,748 | $7.94M | 0.0% | +36.8% | 6.562% | |
| 2/12/2025 | OLD Mission Capital LLC | 109,062 | $3M | 0.0% | +190.7% | 2.479% | |
| 2/12/2025 | Tyler Stone Wealth Management | 7,950 | $219K | 0.0% | +8.8% | 0.181% | |
| 2/11/2025 | LPL Financial LLC | 200,927 | $5.53M | 0.0% | +64.3% | 4.567% | |
| 2/11/2025 | Wayfinding Financial LLC | 8,840 | $243K | 0.1% | N/A | 0.201% | |
| 2/10/2025 | Harbour Investments Inc. | 23,206 | $638K | 0.0% | +12.1% | 0.527% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 159,410 | $4.39M | 0.0% | +18.7% | 3.623% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 9,916 | $273K | 0.0% | +28.3% | 0.225% | |
| 2/7/2025 | Acas LLC | 16,166 | $469K | 0.3% | -18.1% | 0.367% | |
| 2/6/2025 | Raymond James Financial Inc. | 139,055 | $3.83M | 0.0% | N/A | 3.160% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 121,498 | $3.34M | 0.1% | -4.8% | 2.761% | |
| 2/6/2025 | Jones Financial Companies Lllp | 40,886 | $1.13M | 0.0% | +334.4% | 0.929% | |
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| 2/5/2025 | A&I Financial Services LLC | 11,590 | $319K | 0.3% | N/A | 0.263% | |
| 2/3/2025 | Private Advisor Group LLC | 189,650 | $5.22M | 0.0% | +315.9% | 4.310% | |
| 1/31/2025 | Global Retirement Partners LLC | 3,398 | $93K | 0.0% | +275.1% | 0.077% | |
| 1/31/2025 | Venturi Wealth Management LLC | 1,511,807 | $41.59M | 2.0% | +17.4% | 34.359% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 22,600 | $622K | 0.0% | N/A | 0.514% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 24,717 | $680K | 0.0% | -12.5% | 0.562% | |
| 1/28/2025 | Seamount Financial Group Inc. | 10,096 | $278K | 0.2% | N/A | 0.229% | |
| 1/27/2025 | Bleakley Financial Group LLC | 19,267 | $530K | 0.0% | N/A | 0.438% | |
| 1/23/2025 | Evernest Financial Advisors LLC | 187,137 | $5.15M | 1.3% | N/A | 4.253% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 35,692 | $982K | 0.0% | +1.1% | 0.811% | |
