| 5/16/2025 | Signature Estate & Investment Advisors LLC | 19,541 | $494K | 0.0% | -25.8% | 0.043% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 16,760 | $423K | 0.2% | +5.2% | 0.037% | |
| 5/16/2025 | AQR Capital Management LLC | 21,758 | $550K | 0.0% | -41.4% | 0.048% | |
| 5/16/2025 | Ancora Advisors LLC | 51,491 | $1.30M | 0.0% | -3.3% | 0.114% | |
| 5/15/2025 | Family Office Research LLC | 25,071 | $633K | 0.3% | N/A | 0.056% | |
| 5/15/2025 | Royal Bank of Canada | 48,436 | $1.22M | 0.0% | -96.3% | 0.108% | |
| 5/15/2025 | MAI Capital Management | 47,217 | $1.19M | 0.0% | +1.1% | 0.105% | |
| 5/14/2025 | CreativeOne Wealth LLC | 12,204 | $308K | 0.0% | -29.1% | 0.027% | |
| 5/14/2025 | Entrewealth LLC | 83,639 | $2.11M | 1.6% | +44.3% | 0.186% | |
| 5/14/2025 | Comerica Bank | 20,835 | $526K | 0.0% | +467.1% | 0.046% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,973,666 | $49.86M | 0.0% | +47.8% | 4.381% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 79,103 | $2.00M | 0.7% | +30.1% | 0.176% | |
| 5/13/2025 | Raymond James Financial Inc. | 829,680 | $20.96M | 0.0% | +166.5% | 1.842% | |
| 5/13/2025 | HighTower Advisors LLC | 146,742 | $3.71M | 0.0% | +2.8% | 0.326% | |
| 5/13/2025 | Trajan Wealth LLC | 29,917 | $756K | 0.0% | -15.3% | 0.066% | |
| 5/12/2025 | Meridian Wealth Management LLC | 20,884 | $528K | 0.0% | -13.8% | 0.046% | |
| 5/12/2025 | Astor Investment Management LLC | 184,739 | $4.67M | 2.5% | -40.8% | 0.410% | |
| 5/12/2025 | Savvy Advisors Inc. | 38,617 | $975K | 0.1% | +14.7% | 0.086% | |
| 5/12/2025 | National Bank of Canada FI | 36,444 | $920K | 0.0% | +6.8% | 0.081% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 44,703 | $1.13M | 0.4% | -39.1% | 0.099% | |
| 5/9/2025 | West Michigan Advisors LLC | 8,979 | $227K | 0.1% | N/A | 0.020% | |
| 5/9/2025 | Advyzon Investment Management LLC | 10,539 | $266K | 0.1% | +11.5% | 0.023% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 670,739 | $16.94M | 0.0% | +18.1% | 1.489% | |
| 5/8/2025 | IFG Advisory LLC | 50,394 | $1.27M | 0.1% | N/A | 0.112% | |
| 5/8/2025 | Harbour Investments Inc. | 8,235 | $208K | 0.0% | +2,027.9% | 0.018% | |
| 5/7/2025 | Fairman Group LLC | 86,255 | $2.13M | 2.7% | -22.7% | 0.191% | |
| 5/7/2025 | Frontier Asset Management LLC | 128,816 | $3.25M | 0.9% | -57.8% | 0.286% | |
| 5/7/2025 | LPL Financial LLC | 4,907,416 | $123.96M | 0.0% | +1,580.4% | 10.893% | |
| 5/7/2025 | Drive Wealth Management LLC | 8,400 | $212K | 0.0% | -16.0% | 0.019% | |
| 5/7/2025 | Trilogy Capital Inc. | 21,026 | $531K | 0.0% | +69.6% | 0.047% | |
| 5/6/2025 | Cetera Investment Advisers | 158,607 | $4.01M | 0.0% | +0.9% | 0.352% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,854 | $224K | 0.0% | -15.7% | 0.020% | |
| 5/6/2025 | Innova Wealth Partners | 30,386 | $768K | 0.5% | -74.6% | 0.067% | |
| 5/6/2025 | AE Wealth Management LLC | 21,381 | $540K | 0.0% | -39.2% | 0.047% | |
| 5/5/2025 | Summit Wealth & Retirement Planning Inc. | 563,590 | $14.24M | 4.4% | +2.1% | 1.251% | |
| 5/5/2025 | IFP Advisors Inc | 1,944 | $49K | 0.0% | -76.5% | 0.004% | |
| 5/5/2025 | Elyxium Wealth LLC | 28,543 | $721K | 0.3% | N/A | 0.063% | |
| 5/5/2025 | Private Advisor Group LLC | 429,412 | $10.85M | 0.1% | +33.4% | 0.953% | |
| 5/5/2025 | Nwam LLC | 26,811 | $677K | 0.1% | -4.7% | 0.060% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 1,180,213 | $29.81M | 2.6% | -20.5% | 2.620% | |
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| 5/2/2025 | Legacy Capital Wealth Partners LLC | 10,854 | $274K | 0.1% | -41.1% | 0.024% | |
| 5/2/2025 | Sage Private Wealth Group LLC | 419,089 | $10.59M | 8.0% | +0.5% | 0.930% | |
| 5/2/2025 | Leelyn Smith LLC | 253,261 | $6.40M | 1.1% | +12.0% | 0.562% | |
| 5/1/2025 | A&I Financial Services LLC | 216,745 | $5.48M | 3.7% | +29.8% | 0.481% | |
| 5/1/2025 | CWM LLC | 2,779,372 | $70.21M | 0.3% | +12.7% | 6.170% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 322,537 | $8.15M | 1.6% | +0.7% | 0.716% | |
| 5/1/2025 | Austin Wealth Management LLC | 451,674 | $11.44M | 2.3% | +19.7% | 1.003% | |
| 4/30/2025 | Cerity Partners LLC | 30,808 | $778K | 0.0% | -3.0% | 0.068% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 254,561 | $6.43M | 0.2% | +3.2% | 0.565% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 66,797 | $1.69M | 0.5% | -12.8% | 0.148% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 3,955 | $100K | 0.0% | -40.6% | 0.009% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 592,474 | $14.97M | 0.0% | -55.0% | 1.315% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 13,898 | $351K | 0.0% | N/A | 0.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,590 | $242K | 0.0% | -26.0% | 0.021% | |
| 4/29/2025 | ALM First Financial Advisors LLC | 472,305 | $11.93M | 2.6% | +9.3% | 1.048% | |
| 4/29/2025 | Strategic Blueprint LLC | 21,168 | $535K | 0.0% | -36.4% | 0.047% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 696,741 | $17.60M | 0.2% | -4.2% | 1.547% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 11,620 | $294K | 0.2% | +21.0% | 0.026% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 147,758 | $3.73M | 3.2% | +14.8% | 0.328% | |
| 4/25/2025 | Naviter Wealth LLC | 1,851,764 | $47.23M | 5.7% | -0.3% | 4.110% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 3,029 | $77K | 0.0% | +25.7% | 0.007% | |
| 4/24/2025 | Family Investment Center Inc. | 353,893 | $8.94M | 2.2% | -23.6% | 0.786% | |
| 4/23/2025 | Goldstein Advisors LLC | 1,203,999 | $30.41M | 4.4% | +24.0% | 2.521% | |
| 4/23/2025 | Perigon Wealth Management LLC | 8,862 | $224K | 0.0% | N/A | 0.019% | |
| 4/23/2025 | Live Oak Investment Partners | 115,766 | $2.92M | 2.3% | +27.2% | 0.242% | |
| 4/23/2025 | E&G Advisors LP | 75,382 | $1.90M | 0.5% | -1.9% | 0.158% | |
| 4/23/2025 | Professional Financial Advisors LLC | 165,658 | $4.19M | 1.1% | +6.2% | 0.347% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 11,617 | $293K | 0.0% | -38.4% | 0.024% | |
| 4/23/2025 | Valmark Advisers Inc. | 494,835 | $12.50M | 0.2% | -2.3% | 1.036% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 210,679 | $5.32M | 0.0% | -12.5% | 0.441% | |
| 4/22/2025 | Midwest Financial Group LLC | 68,639 | $1.73M | 1.0% | +1.4% | 0.144% | |
| 4/22/2025 | Burt Wealth Advisors | 11,901 | $301K | 0.1% | -73.7% | 0.025% | |
| 4/22/2025 | Castleview Partners LLC | 15,055 | $380K | 0.3% | +45.9% | 0.032% | |
| 4/22/2025 | Advisor Resource Council | 273,855 | $6.69M | 0.5% | N/A | 0.574% | |
| 4/21/2025 | ORG Partners LLC | 13,817 | $349K | 0.1% | +79.8% | 0.029% | |
| 4/21/2025 | ORG Wealth Partners LLC | 26,030 | $659K | 0.2% | +28.4% | 0.055% | |
| 4/18/2025 | Optivise Advisory Services LLC | 67,802 | $1.71M | 1.0% | -9.8% | 0.142% | |
| 4/17/2025 | Howard Bailey Securities LLC | 53,504 | $1.35M | 0.5% | -9.7% | 0.112% | |
| 4/17/2025 | RHS Financial LLC | 53,155 | $1.34M | 0.8% | +8.4% | 0.111% | |
| 4/17/2025 | Brighton Jones LLC | 9,847 | $249K | 0.0% | N/A | 0.021% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 27,016 | $682K | 0.0% | -6.4% | 0.057% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 69,887 | $1.77M | 0.1% | -5.6% | 0.146% | |
| 4/16/2025 | Retirement Financial Solutions LLC | 14,222 | $359K | 0.2% | -12.5% | 0.030% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 82,765 | $2.09M | 0.0% | +82.0% | 0.173% | |
| 4/16/2025 | Fortitude Family Office LLC | 310,885 | $7.85M | 2.8% | +32.3% | 0.651% | |
| 4/15/2025 | Greenwood Capital Associates LLC | 13,605 | $344K | 0.0% | N/A | 0.028% | |
| 4/15/2025 | Focus Financial Network Inc. | 8,417 | $213K | 0.0% | N/A | 0.018% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 8,358 | $211K | 0.0% | N/A | 0.018% | |
| 4/14/2025 | Farther Finance Advisors LLC | 172,893 | $4.38M | 0.1% | +321.7% | 0.362% | |
| 4/14/2025 | City Center Advisors LLC | 36,184 | $914K | 1.1% | +8.2% | 0.076% | |
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| 4/14/2025 | Upper Left Wealth Management LLC | 151,882 | $3.84M | 2.8% | N/A | 0.318% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 213,149 | $5.35M | 5.0% | +12.3% | 0.446% | |
| 4/11/2025 | Verum Partners LLC | 17,606 | $445K | 0.1% | -21.0% | 0.037% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 22,706 | $574K | 0.1% | -15.1% | 0.048% | |
| 4/10/2025 | Fermata Advisors LLC | 112,972 | $2.85M | 0.5% | +6.3% | 0.237% | |
| 4/10/2025 | Matrix Trust Co | 41,628 | $1.05M | 0.2% | +41.0% | 0.087% | |
| 4/10/2025 | MKD Wealth Coaches LLC | 92,427 | $2.34M | 2.6% | +3.4% | 0.194% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 2,290 | $58K | 0.0% | -50.0% | 0.005% | |
| 4/8/2025 | Sterneck Capital Management LLC | 43,319 | $1.09M | 0.6% | +4.7% | 0.091% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 45,475 | $1.19M | 0.0% | +31.2% | 0.087% | |
