| 7/18/2025 | Rolek Wealth Management LLC | 6,053 | $209K | 0.2% | N/A | 0.004% | |
| 7/18/2025 | Truist Financial Corp | 57,848 | $2.00M | 0.0% | +17.6% | 0.043% | |
| 7/16/2025 | EdgeRock Capital LLC | 1,887,103 | $65.15M | 20.6% | N/A | 1.397% | |
| 7/15/2025 | Herbst Group LLC | 7,195 | $248K | 0.1% | N/A | 0.005% | |
| 7/15/2025 | Axis Wealth Partners LLC | 9,888 | $341K | 0.2% | N/A | 0.007% | |
| 7/15/2025 | Retirement Income Solutions Inc | 5,926 | $204K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | Financial Partners Group Inc | 186,226 | $6.42M | 0.9% | -11.9% | 0.138% | |
| 7/15/2025 | Bfsg LLC | 1,389 | $48K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | KFG Wealth Management LLC | 2,224,321 | $76.72M | 12.3% | +9.2% | 1.651% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 94,814 | $3.28M | 1.1% | +9.6% | 0.070% | |
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| 7/14/2025 | Sowell Financial Services LLC | 7,981 | $275K | 0.0% | N/A | 0.006% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,300 | $183K | 0.0% | -13.6% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 224,140 | $7.81M | 0.0% | +1,206.0% | 0.166% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 34,555 | $1.19M | 0.1% | +27.0% | 0.026% | |
| 7/9/2025 | Lincoln Capital Corp | 156,134 | $5.39M | 2.1% | +1.4% | 0.116% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 3,295,512 | $113.66M | 7.7% | +24.4% | 2.446% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 68,089 | $2.12M | 0.4% | -1.1% | 0.052% | |
| 5/20/2025 | Focus Partners Wealth | 68,729 | $2.14M | 0.0% | +0.8% | 0.053% | |
| 5/19/2025 | Jane Street Group LLC | 270,660 | $8.44M | 0.0% | +206.1% | 0.208% | |
| 5/19/2025 | Advisory Alpha LLC | 10,313 | $322K | 0.0% | -67.3% | 0.008% | |
| 5/16/2025 | AAF Wealth Management LLC | 53,918 | $1.68M | 0.9% | -25.1% | 0.041% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,339,740 | $72.98M | 0.0% | N/A | 1.726% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,224 | $288K | 0.0% | +1,038.8% | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,164 | $130K | 0.0% | -31.5% | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 256,239 | $7.99M | 0.0% | +28,371.0% | 0.197% | |
| 5/15/2025 | Betterment LLC | 10,495 | $327K | 0.0% | N/A | 0.008% | |
| 5/15/2025 | OLD Mission Capital LLC | 9,481 | $296K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | Northstar Financial Companies Inc. | 10,672 | $333K | 0.4% | -39.3% | 0.008% | |
| 5/15/2025 | Clarity Asset Management Inc. | 1,307 | $41K | 0.0% | -75.1% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,071,546 | $33.42M | 0.0% | +22.8% | 0.822% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 53,255 | $1.66M | 0.1% | +22.4% | 0.041% | |
| 5/14/2025 | Kestra Advisory Services LLC | 259,267 | $8.09M | 0.0% | +24.9% | 0.199% | |
| 5/14/2025 | Capital Analysts LLC | 15,985 | $498K | 0.0% | +944.1% | 0.012% | |
| 5/13/2025 | Raymond James Financial Inc. | 472,116 | $14.73M | 0.0% | +29.5% | 0.362% | |
| 5/13/2025 | HighTower Advisors LLC | 1,225,583 | $38.23M | 0.1% | +4,506.1% | 0.940% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 84,485 | $2.64M | 1.1% | N/A | 0.065% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 3,497,740 | $109.10M | 0.2% | +25.2% | 2.684% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,003 | $94K | 0.0% | +20.7% | 0.002% | |
| 5/8/2025 | IFG Advisory LLC | 20,771 | $648K | 0.0% | +85.1% | 0.016% | |
| 5/8/2025 | US Bancorp DE | 6,231 | $194K | 0.0% | +18.1% | 0.005% | |
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| 5/8/2025 | Harbour Investments Inc. | 23,136 | $722K | 0.0% | +15.5% | 0.018% | |
| 5/8/2025 | Modera Wealth Management LLC | 16,614 | $518K | 0.0% | N/A | 0.013% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 7,312 | $228K | 0.0% | N/A | 0.006% | |
| 5/7/2025 | LPL Financial LLC | 1,218,673 | $38.01M | 0.0% | +58.3% | 0.935% | |
| 5/6/2025 | Cetera Investment Advisers | 45,578 | $1.42M | 0.0% | +281.0% | 0.035% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 351,854 | $10.97M | 0.1% | +25.0% | 0.270% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 8,499 | $265K | 0.0% | +13.5% | 0.007% | |
| 5/6/2025 | AE Wealth Management LLC | 2,297 | $72K | 0.0% | +266.9% | 0.002% | |
| 5/6/2025 | Financial Partners Group Inc | 211,385 | $6.59M | 1.0% | +20.1% | 0.162% | |
| 5/5/2025 | Private Advisor Group LLC | 30,835 | $962K | 0.0% | +9.2% | 0.024% | |
| 5/5/2025 | Nwam LLC | 7,252 | $226K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | Leo Wealth LLC | 6,977 | $218K | 0.0% | -68.4% | 0.005% | |
| 5/2/2025 | Signaturefd LLC | 6,350 | $198K | 0.0% | N/A | 0.005% | |
| 5/1/2025 | Florida Financial Advisors LLC | 9,814 | $306K | 0.1% | N/A | 0.007% | |
| 5/1/2025 | CWM LLC | 8,602 | $268K | 0.0% | +2,748.3% | 0.006% | |
| 4/30/2025 | Cerity Partners LLC | 177,211 | $5.53M | 0.0% | +932.3% | 0.134% | |
| 4/30/2025 | Allworth Financial LP | 5,620 | $171K | 0.0% | +41.8% | 0.004% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 68,479 | $2.14M | 0.8% | +14.7% | 0.052% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 17,133 | $534K | 0.0% | +4.5% | 0.013% | |
| 4/30/2025 | Geneva Partners LLC | 18,662 | $582K | 0.3% | +85.1% | 0.014% | |
| 4/29/2025 | Apex Wealth Management LLC | 23,407 | $730K | 0.7% | -6.9% | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 415,942 | $12.97M | 0.0% | +9.1% | 0.314% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 9,578 | $299K | 0.0% | N/A | 0.007% | |
| 4/29/2025 | Element Wealth LLC | 12,378 | $386K | 0.2% | +127.7% | 0.009% | |
| 4/29/2025 | Strategic Blueprint LLC | 21,034 | $656K | 0.0% | +3.9% | 0.016% | |
| 4/28/2025 | D.A. Davidson & CO. | 55,691 | $1.74M | 0.0% | +352.8% | 0.042% | |
| 4/28/2025 | Able Wealth Management LLC | 151,252 | $4.72M | 2.5% | -1.7% | 0.114% | |
| 4/28/2025 | Lincoln Capital Corp | 153,983 | $4.80M | 2.0% | +18.5% | 0.116% | |
| 4/25/2025 | Wealthstar Advisors LLC | 6,536 | $204K | 0.1% | +5.8% | 0.005% | |
| 4/25/2025 | Salus Financial Advisors LLC | 45,954 | $1.43M | 1.1% | -94.8% | 0.035% | |
| 4/24/2025 | Sunbelt Securities Inc. | 3,199 | $100K | 0.0% | +68.0% | 0.002% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 344,651 | $10.75M | 2.7% | N/A | 0.260% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 53,796 | $1.58M | 0.4% | +99.7% | 0.041% | |
| 4/23/2025 | KPP Advisory Services LLC | 117,266 | $3.66M | 0.7% | +13.0% | 0.089% | |
| 4/23/2025 | Spire Wealth Management | 8,297 | $259K | 0.0% | -9.7% | 0.006% | |
| 4/23/2025 | BridgePort Financial Solutions LLC | 20,003 | $624K | 0.3% | -7.0% | 0.015% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 28,308 | $883K | 0.0% | +59.1% | 0.021% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 153,074 | $4.77M | 0.0% | +20.6% | 0.116% | |
| 4/18/2025 | Mayfair Advisory Group LLC | 22,163 | $691K | 0.4% | +58.1% | 0.017% | |
| 4/18/2025 | Financial Perspectives Inc | 9,009 | $281K | 0.1% | +11.1% | 0.007% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 11,940 | $372K | 0.2% | +26.8% | 0.009% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,162 | $535K | 0.0% | +17.4% | 0.013% | |
| 4/14/2025 | Investment Advisory Group LLC | 6,628 | $207K | 0.1% | -5.7% | 0.005% | |
| 4/11/2025 | KFG Wealth Management LLC | 2,037,063 | $63.54M | 11.5% | +9.9% | 1.539% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 27,213 | $849K | 0.1% | +28.9% | 0.021% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 2,649,516 | $82.64M | 6.1% | N/A | 1.933% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 86,483 | $2.70M | 1.1% | +8.0% | 0.063% | |
| 4/8/2025 | Parallel Advisors LLC | 3,894 | $121K | 0.0% | -82.4% | 0.003% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,613 | $481K | 0.0% | +18.9% | 0.011% | |
| 3/12/2025 | Northstar Financial Companies Inc. | 17,587 | $579K | 0.5% | N/A | 0.013% | |
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| 3/11/2025 | Lighthouse Financial LLC | 18,390 | $606K | 0.5% | N/A | 0.013% | |
| 2/28/2025 | BridgePort Financial Solutions LLC | 21,503 | $703K | 0.3% | N/A | 0.025% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 26,764 | $881K | 0.0% | +12.5% | 0.031% | |
| 2/20/2025 | Peak Retirement Planning Inc. | 12,091 | $398K | 0.3% | N/A | 0.014% | |
| 2/18/2025 | AAF Wealth Management LLC | 72,021 | $2.37M | 1.2% | -1.3% | 0.083% | |
| 2/17/2025 | Salus Financial Advisors LLC | 888,229 | $29.25M | 22.9% | N/A | 1.019% | |
| 2/17/2025 | Focus Partners Wealth | 68,153 | $2.24M | 0.0% | -59.3% | 0.078% | |
| 2/17/2025 | Clarity Asset Management Inc. | 5,245 | $173K | 0.1% | N/A | 0.006% | |
| 2/17/2025 | EP Wealth Advisors LLC | 6,078 | $200K | 0.0% | +13.7% | 0.007% | |
| 2/17/2025 | Captrust Financial Advisors | 7,552 | $249K | 0.0% | N/A | 0.009% | |
