| 5/2/2025 | Independent Wealth Network Inc. | 32,244 | $1.08M | 0.4% | +15.8% | 0.021% | |
| 5/2/2025 | Midwest Heritage Bank FSB | 949,334 | $31.71M | 13.1% | +13.2% | 0.631% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 197,184 | $6.59M | 0.1% | +2,612.3% | 0.131% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 44,852 | $1.50M | 0.2% | +8.2% | 0.030% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 57,115 | $1.91M | 0.0% | +48.5% | 0.038% | |
| 5/2/2025 | Landaas & Co. WI ADV | 21,157 | $707K | 0.2% | N/A | 0.014% | |
| 5/2/2025 | Sigma Planning Corp | 18,681 | $624K | 0.0% | +19.3% | 0.012% | |
| 5/2/2025 | Transcendent Capital Group LLC | 138,440 | $4.62M | 2.6% | +7.2% | 0.092% | |
| 5/1/2025 | Florida Financial Advisors LLC | 7,505 | $251K | 0.1% | N/A | 0.005% | |
| 5/1/2025 | Bleakley Financial Group LLC | 89,719 | $3.00M | 0.1% | +10.2% | 0.060% | |
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| 5/1/2025 | A&I Financial Services LLC | 92,148 | $3.08M | 2.1% | +42.6% | 0.061% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 16,151 | $539K | 0.5% | +36.7% | 0.011% | |
| 5/1/2025 | CWM LLC | 559,663 | $18.69M | 0.1% | +52.7% | 0.372% | |
| 5/1/2025 | Stephens Inc. AR | 204,415 | $6.83M | 0.1% | N/A | 0.136% | |
| 5/1/2025 | Harmony Asset Management LLC | 13,098 | $437K | 0.2% | -2.8% | 0.009% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 28,329 | $946K | 0.2% | +37.3% | 0.019% | |
| 4/30/2025 | Seamount Financial Group Inc. | 76,614 | $2.56M | 1.7% | +9.7% | 0.051% | |
| 4/30/2025 | Burford Brothers Inc. | 340,234 | $11.36M | 5.5% | -0.3% | 0.226% | |
| 4/30/2025 | Cerity Partners LLC | 31,173 | $1.04M | 0.0% | +2.9% | 0.021% | |
| 4/30/2025 | Allworth Financial LP | 26,295 | $855K | 0.0% | +4.4% | 0.017% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 35,647 | $1.19M | 0.2% | +16.4% | 0.024% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 24,062 | $804K | 0.0% | +5.7% | 0.016% | |
| 4/30/2025 | CapWealth Advisors LLC | 8,797 | $294K | 0.0% | -5.2% | 0.006% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,414 | $648K | 0.0% | +42.3% | 0.013% | |
| 4/30/2025 | Capital Management Associates Inc | 118,308 | $3.95M | 0.9% | +133.1% | 0.079% | |
| 4/30/2025 | Synergy Investment Management LLC | 2,885 | $96K | 0.0% | +101.0% | 0.002% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 14,493 | $484K | 0.0% | N/A | 0.010% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 9,089,025 | $303.57M | 0.1% | +16.0% | 6.038% | |
| 4/29/2025 | Chilton Capital Management LLC | 935 | $31K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 40,021 | $1.34M | 0.0% | +4.9% | 0.027% | |
| 4/29/2025 | World Investment Advisors | 64,642 | $2.16M | 0.1% | +273.9% | 0.043% | |
| 4/29/2025 | Strategic Blueprint LLC | 595,847 | $19.90M | 1.1% | +15.6% | 0.396% | |
| 4/28/2025 | TKG Advisors LLC | 13,950 | $466K | 0.2% | -6.3% | 0.009% | |
| 4/28/2025 | D.A. Davidson & CO. | 434,623 | $14.52M | 0.1% | +0.2% | 0.289% | |
| 4/28/2025 | Mutual Advisors LLC | 146,223 | $4.78M | 0.1% | +836.4% | 0.097% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 60,367 | $2.02M | 1.1% | -1.3% | 0.040% | |
| 4/28/2025 | Latitude Advisors LLC | 47,304 | $1.58M | 0.9% | +38.8% | 0.031% | |
| 4/28/2025 | Private Trust Co. NA | 11,522 | $385K | 0.0% | +35.8% | 0.008% | |
| 4/28/2025 | DAVENPORT & Co LLC | 20,675 | $691K | 0.0% | +6.3% | 0.014% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 111,232 | $3.72M | 0.4% | +13.4% | 0.074% | |
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| 4/25/2025 | Koshinski Asset Management Inc. | 45,601 | $1.52M | 0.1% | +13.8% | 0.030% | |
| 4/25/2025 | G&S Capital LLC | 98,551 | $3.29M | 1.4% | +10.8% | 0.065% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 41,566 | $1.42M | 0.1% | -36.0% | 0.028% | |
| 4/25/2025 | Essex Financial Services Inc. | 267,474 | $8.93M | 0.6% | +12.8% | 0.178% | |
| 4/25/2025 | Sovran Advisors LLC | 98,398 | $3.09M | 0.4% | +20.4% | 0.065% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 96,247 | $3.22M | 2.5% | -4.4% | 0.064% | |
| 4/24/2025 | Golden State Wealth Management LLC | 866 | $29K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 34,333 | $1.09M | 0.1% | +111.4% | 0.023% | |
| 4/24/2025 | Sunbelt Securities Inc. | 233,147 | $7.79M | 0.7% | -3.2% | 0.155% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 21,096 | $705K | 0.2% | -6.6% | 0.014% | |
| 4/24/2025 | Investment Advisory Services Inc. TX ADV | 50,577 | $1.69M | 0.6% | +14.4% | 0.034% | |
| 4/23/2025 | KPP Advisory Services LLC | 33,621 | $1.12M | 0.2% | -18.4% | 0.023% | |
| 4/23/2025 | Western Wealth Management LLC | 126,650 | $4.23M | 0.3% | +62.3% | 0.087% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 207,139 | $6.92M | 0.6% | +13.7% | 0.142% | |
| 4/23/2025 | Cvfg LLC | 13,649 | $456K | 0.4% | +25.5% | 0.009% | |
| 4/23/2025 | Golden State Wealth Management LLC | 866 | $29K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Golden State Equity Partners | 72,227 | $2.41M | 0.5% | +553.9% | 0.050% | |
| 4/23/2025 | International Assets Investment Management LLC | 9,535 | $318K | 0.0% | +29.6% | 0.007% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 652,375 | $21.79M | 8.9% | +25.5% | 0.447% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 22,231 | $777K | 0.8% | -14.8% | 0.015% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 11,225 | $375K | 0.0% | +12.0% | 0.008% | |
| 4/23/2025 | Valmark Advisers Inc. | 376,967 | $12.59M | 0.2% | +37.0% | 0.258% | |
| 4/23/2025 | Continuum Advisory LLC | 120,531 | $4.03M | 0.5% | -2.9% | 0.083% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,266,748 | $75.71M | 0.3% | +12.8% | 1.554% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 41,696 | $1.28M | 0.5% | +15.5% | 0.029% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 91,740 | $3.06M | 0.2% | +20.1% | 0.063% | |
| 4/22/2025 | World Equity Group Inc. | 8,725 | $291K | 0.1% | +19.9% | 0.006% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 11,107 | $371K | 0.2% | +82.0% | 0.008% | |
| 4/22/2025 | Advisor Resource Council | 31,716 | $1.06M | 0.1% | N/A | 0.022% | |
| 4/21/2025 | ORG Partners LLC | 1,017 | $34K | 0.0% | -66.0% | 0.001% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 68,405 | $2.29M | 1.0% | -13.4% | 0.047% | |
| 4/21/2025 | LongView Wealth Management | 47,467 | $1.59M | 0.5% | +15.2% | 0.033% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,307 | $410K | 0.1% | +59.1% | 0.008% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 320,778 | $10.71M | 0.0% | -18.1% | 0.220% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 32,713 | $1.09M | 0.2% | -5.1% | 0.022% | |
| 4/21/2025 | HFG Advisors Inc. | 9,925 | $331K | 0.3% | -8.3% | 0.007% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 63,915 | $2.14M | 0.1% | +0.7% | 0.044% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 9,461 | $316K | 0.0% | -13.8% | 0.006% | |
| 4/18/2025 | Cushing Capital Partners LLC | 133,436 | $4.47M | 4.0% | -5.9% | 0.091% | |
| 4/17/2025 | Lynch & Associates IN | 29,447 | $984K | 0.2% | +46.1% | 0.020% | |
| 4/17/2025 | Vicus Capital | 8,882 | $297K | 0.0% | N/A | 0.006% | |
| 4/17/2025 | AA Financial Advisors LLC | 383,265 | $12.80M | 3.1% | +21.1% | 0.263% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 171,507 | $5.73M | 0.1% | -21.1% | 0.118% | |
| 4/17/2025 | Sowell Financial Services LLC | 39,941 | $1.33M | 0.1% | +2.3% | 0.027% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 443,812 | $14.82M | 0.0% | +16.1% | 0.304% | |
| 4/17/2025 | M.E. Allison & CO. Inc. | 53,967 | $1.80M | 1.8% | +3.5% | 0.037% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 13,826 | $483K | 0.2% | -13.7% | 0.009% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 210,620 | $7.04M | 0.2% | +8.5% | 0.144% | |
| 4/16/2025 | IAG Wealth Partners LLC | 2,180 | $73K | 0.0% | +514.1% | 0.001% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 681,280 | $22.76M | 0.0% | +10.5% | 0.467% | |
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| 4/16/2025 | Signature Resources Capital Management LLC | 46,230 | $1.54M | 1.3% | +143.0% | 0.032% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 8,857 | $296K | 0.0% | +12.5% | 0.006% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 43,692 | $1.46M | 0.7% | +55.6% | 0.030% | |
| 4/15/2025 | Simplicity Wealth LLC | 11,874 | $397K | 0.0% | N/A | 0.008% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 234,512 | $7.83M | 0.2% | +0.3% | 0.161% | |
| 4/15/2025 | Fourpath Capital Management LLC | 19,193 | $641K | 0.1% | +23.1% | 0.013% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 6,791 | $227K | 0.0% | -10.3% | 0.005% | |
| 4/14/2025 | Park Avenue Securities LLC | 98,526 | $3.29M | 0.0% | +12.9% | 0.068% | |
| 4/14/2025 | KMG Fiduciary Partners LLC | 50,608 | $1.69M | 0.1% | -3.1% | 0.035% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 25,911 | $865K | 0.1% | +15.3% | 0.018% | |
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