| 5/2/2025 | Kingsview Wealth Management LLC | 209,923 | $5.73M | 0.1% | +35.8% | 0.226% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 94,607 | $2.58M | 0.0% | +17.2% | 0.102% | |
| 5/2/2025 | Apollon Wealth Management LLC | 59,274 | $1.62M | 0.0% | -5.4% | 0.064% | |
| 5/2/2025 | Sigma Planning Corp | 19,373 | $529K | 0.0% | +23.1% | 0.021% | |
| 5/2/2025 | Transcendent Capital Group LLC | 67,591 | $1.85M | 1.0% | +14.0% | 0.073% | |
| 5/1/2025 | CWM LLC | 171,490 | $4.68M | 0.0% | +323.0% | 0.185% | |
| 5/1/2025 | Stephens Inc. AR | 592,511 | $16.18M | 0.2% | -2.2% | 0.638% | |
| 5/1/2025 | Fulcrum Equity Management | 11,877 | $324K | 0.4% | -13.5% | 0.013% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 14,745 | $403K | 0.1% | +98.8% | 0.016% | |
| 5/1/2025 | WESPAC Advisors LLC | 27,909 | $762K | 0.6% | +28.8% | 0.030% | |
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| 4/30/2025 | Seamount Financial Group Inc. | 56,106 | $1.53M | 1.0% | +25.2% | 0.060% | |
| 4/30/2025 | Burford Brothers Inc. | 35,116 | $959K | 0.5% | +13.0% | 0.038% | |
| 4/30/2025 | Sharkey Howes & Javer | 81,090 | $2.21M | 0.3% | -7.5% | 0.087% | |
| 4/30/2025 | Aurdan Capital Management LLC | 16,775 | $458K | 0.2% | +13.3% | 0.018% | |
| 4/30/2025 | Forthright Family Wealth Advisory LLC | 115,869 | $3.16M | 2.1% | +1.1% | 0.125% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 29,902 | $816K | 0.1% | +116.4% | 0.032% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 25,987 | $691K | 0.1% | -70.7% | 0.028% | |
| 4/30/2025 | Synergy Investment Management LLC | 95,874 | $2.62M | 1.1% | +83.7% | 0.103% | |
| 4/30/2025 | Fullcircle Wealth LLC | 125,958 | $3.43M | 1.4% | +24.7% | 0.136% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,636,850 | $99.29M | 0.0% | +21.5% | 3.913% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 17,574 | $480K | 0.1% | +66.4% | 0.019% | |
| 4/29/2025 | Capital Planning LLC | 120,527 | $3.29M | 0.9% | +6.8% | 0.130% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 155,094 | $4.23M | 0.1% | -0.7% | 0.167% | |
| 4/29/2025 | World Investment Advisors | 15,539 | $424K | 0.0% | +61.8% | 0.017% | |
| 4/29/2025 | Wayfinding Financial LLC | 106,870 | $2.92M | 1.3% | -12.0% | 0.115% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 7,080 | $193K | 0.0% | +10.7% | 0.008% | |
| 4/29/2025 | Element Wealth LLC | 42,231 | $1.15M | 0.6% | +35.3% | 0.045% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 168,794 | $4.61M | 0.4% | -0.9% | 0.182% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 208,061 | $5.68M | 0.8% | N/A | 0.224% | |
| 4/28/2025 | D.A. Davidson & CO. | 177,369 | $4.84M | 0.0% | +19.6% | 0.191% | |
| 4/28/2025 | Mutual Advisors LLC | 25,811 | $701K | 0.0% | +39.0% | 0.028% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 25,853 | $706K | 0.2% | -5.2% | 0.028% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 75,342 | $2.06M | 1.1% | +3.3% | 0.081% | |
| 4/28/2025 | Novem Group | 111,630 | $3.05M | 0.4% | +17.4% | 0.120% | |
| 4/28/2025 | Private Trust Co. NA | 42,543 | $1.16M | 0.1% | +305.6% | 0.046% | |
| 4/28/2025 | DAVENPORT & Co LLC | 106,214 | $2.90M | 0.0% | +7.5% | 0.114% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 13,222 | $361K | 0.0% | +30.2% | 0.014% | |
| 4/28/2025 | Von Berge Wealth Management Group LLC | 44,000 | $1.19M | 0.8% | +32.1% | 0.047% | |
| 4/28/2025 | Rovin Capital UT ADV | 49,766 | $1.36M | 0.4% | N/A | 0.054% | |
| 4/25/2025 | Keystone Financial Services LLC | 108,697 | $2.97M | 2.5% | +1.5% | 0.117% | |
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| 4/25/2025 | Koshinski Asset Management Inc. | 38,295 | $1.05M | 0.1% | +2.9% | 0.041% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 45,788 | $1.25M | 0.1% | +9.0% | 0.049% | |
| 4/25/2025 | Trademark Financial Management LLC | 16,297 | $445K | 0.3% | +15.3% | 0.018% | |
| 4/25/2025 | Waterfront Wealth Inc. | 26,650 | $728K | 0.2% | +22.2% | 0.029% | |
| 4/25/2025 | Sovran Advisors LLC | 50,923 | $1.36M | 0.2% | N/A | 0.055% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 14,002 | $382K | 0.3% | +20.5% | 0.015% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 216,395 | $5.81M | 0.4% | +68.0% | 0.233% | |
| 4/24/2025 | Hartmann Taylor Wealth Management LLC | 137,538 | $3.76M | 3.4% | N/A | 0.148% | |
| 4/23/2025 | Western Wealth Management LLC | 7,649 | $209K | 0.0% | N/A | 0.008% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 335,249 | $9.15M | 0.7% | +2.8% | 0.357% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 28,855 | $788K | 0.0% | +7.1% | 0.031% | |
| 4/23/2025 | Balboa Wealth Partners | 9,852 | $269K | 0.1% | N/A | 0.011% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 27,407 | $748K | 0.3% | -7.7% | 0.029% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 44,336 | $1.21M | 1.2% | -31.8% | 0.047% | |
| 4/23/2025 | Valmark Advisers Inc. | 451,647 | $12.33M | 0.2% | +28.0% | 0.482% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 424,796 | $11.60M | 8.5% | +10.6% | 0.453% | |
| 4/23/2025 | Continuum Advisory LLC | 14,975 | $409K | 0.1% | +12.0% | 0.016% | |
| 4/22/2025 | 5T Wealth LLC | 76,431 | $2.09M | 1.1% | -6.3% | 0.082% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,162,124 | $31.73M | 0.1% | +9.5% | 1.239% | |
| 4/22/2025 | Crumly & Associates Inc. | 186,353 | $5.09M | 1.4% | +3.5% | 0.199% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 20,866 | $556K | 0.2% | -5.6% | 0.022% | |
| 4/22/2025 | SK Wealth Management LLC | 39,119 | $1.04M | 0.6% | +21.9% | 0.042% | |
| 4/22/2025 | Cottage Street Advisors LLC | 42,338 | $1.16M | 0.6% | +1.3% | 0.045% | |
| 4/22/2025 | Advisor Resource Council | 95,720 | $2.56M | 0.2% | N/A | 0.102% | |
| 4/21/2025 | ORG Partners LLC | 1,494 | $41K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 142,129 | $3.88M | 4.2% | +73.8% | 0.152% | |
| 4/21/2025 | LongView Wealth Management | 66,706 | $1.82M | 0.5% | +22.1% | 0.071% | |
| 4/21/2025 | CLG LLC | 44,162 | $1.21M | 0.4% | -2.4% | 0.047% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 189,222 | $5.07M | 0.5% | +11.1% | 0.202% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 153,711 | $4.20M | 0.0% | +21.6% | 0.164% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 59,407 | $1.62M | 0.6% | +61.1% | 0.063% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 10,266 | $280K | 0.0% | +11.1% | 0.011% | |
| 4/17/2025 | Vicus Capital | 298,150 | $8.14M | 0.8% | +3.9% | 0.318% | |
| 4/17/2025 | Sowell Financial Services LLC | 46,670 | $1.27M | 0.1% | -1.8% | 0.050% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 121,843 | $3.33M | 0.0% | +4.9% | 0.130% | |
| 4/17/2025 | M.E. Allison & CO. Inc. | 15,053 | $411K | 0.4% | +69.2% | 0.016% | |
| 4/17/2025 | Mission Wealth Management LP | 54,455 | $1.49M | 0.0% | N/A | 0.058% | |
| 4/17/2025 | Good Life Advisors LLC | 30,082 | $821K | 0.1% | +3.9% | 0.032% | |
| 4/17/2025 | Bouvel Investment Partners LLC | 216,376 | $6.02M | 2.5% | +0.8% | 0.231% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 96,144 | $2.62M | 0.9% | -1.3% | 0.103% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 126,328 | $3.45M | 0.1% | +4.7% | 0.135% | |
| 4/17/2025 | MFA Wealth Services | 66,655 | $1.82M | 1.5% | -3.1% | 0.071% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 7,277 | $199K | 0.1% | N/A | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,818,245 | $49.64M | 0.1% | +13.8% | 1.939% | |
| 4/15/2025 | Skyline Advisors Inc. | 473,040 | $12.91M | 5.1% | +2.5% | 0.504% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 581,749 | $15.88M | 2.1% | +2.8% | 0.620% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 28,855 | $788K | 0.0% | +7.1% | 0.031% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 318,250 | $8.69M | 0.7% | +23.7% | 0.339% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 105,387 | $2.88M | 0.4% | +14.3% | 0.112% | |
| 4/14/2025 | LexAurum Advisors LLC | 10,193 | $278K | 0.1% | +28.0% | 0.011% | |
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| 4/11/2025 | Pines Wealth Management LLC | 23,955 | $632K | 0.3% | -5.3% | 0.026% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,653 | $72K | 0.0% | +42.3% | 0.003% | |
| 4/10/2025 | KWB Wealth | 169,377 | $4.62M | 0.6% | +73.6% | 0.181% | |
| 4/10/2025 | TruWealth Advisors LLC | 611,032 | $16.68M | 1.0% | +19.3% | 0.652% | |
| 4/10/2025 | TrueWealth Advisors LLC | 733,355 | $20.02M | 6.6% | +17.9% | 0.782% | |
| 4/9/2025 | RFG Advisory LLC | 34,952 | $954K | 0.0% | +156.0% | 0.037% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 226,746 | $6.19M | 5.1% | +131.8% | 0.242% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 344,365 | $9.40M | 0.4% | +6.3% | 0.367% | |
| 4/9/2025 | Merit Financial Group LLC | 49,896 | $1.36M | 0.0% | N/A | 0.053% | |
| 4/9/2025 | NBC Securities Inc. | 1,230 | $33K | 0.0% | +122,900.0% | 0.001% | |
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