| 6/2/2025 | Modern Wealth Management LLC | 57,334 | $3.99M | 0.1% | +2.0% | 0.184% | |
| 5/29/2025 | Nova Wealth Management Inc. | 11,084 | $771K | 0.7% | +38.9% | 0.036% | |
| 5/20/2025 | Focus Partners Wealth | 2,880 | $200K | 0.0% | N/A | 0.009% | |
| 5/19/2025 | Jane Street Group LLC | 33,721 | $2.34M | 0.0% | N/A | 0.108% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,077 | $214K | 0.0% | -8.5% | 0.010% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 8,448 | $587K | 0.0% | -77.8% | 0.027% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,020 | $479K | 0.0% | +19.1% | 0.023% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 442 | $31K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,905 | $1.11M | 0.0% | +113.4% | 0.051% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 6,175 | $429K | 0.2% | N/A | 0.020% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 33,326 | $2.32M | 0.0% | -0.8% | 0.107% | |
| 5/15/2025 | Royal Bank of Canada | 30,610 | $2.13M | 0.0% | +71.8% | 0.098% | |
| 5/14/2025 | Full Sail Capital LLC | 247,937 | $17.24M | 1.1% | -2.8% | 0.797% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 201,121 | $13.98M | 0.0% | -27.2% | 0.647% | |
| 5/14/2025 | Kestra Advisory Services LLC | 127,558 | $8.87M | 0.0% | +34.0% | 0.410% | |
| 5/14/2025 | D.B. Root & Company LLC | 5,119 | $356K | 0.1% | -4.9% | 0.016% | |
| 5/14/2025 | Compound Planning Inc. | 2,907 | $202K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | CW Advisors LLC | 318,683 | $22.16M | 0.3% | -0.7% | 1.025% | |
| 5/14/2025 | Flow Traders U.S. LLC | 11,337 | $788K | 0.0% | N/A | 0.036% | |
| 5/13/2025 | Valley Brook Capital Group Inc. | 4,419 | $307K | 0.2% | +4.4% | 0.014% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 89,487 | $6.22M | 0.0% | -61.5% | 0.288% | |
| 5/13/2025 | HighTower Advisors LLC | 88,946 | $6.18M | 0.0% | -27.5% | 0.286% | |
| 5/12/2025 | AGF Management Ltd. | 828,934 | $57.63M | 0.3% | +10.4% | 2.665% | |
| 5/12/2025 | Meridian Wealth Management LLC | 16,457 | $1.14M | 0.1% | +9.0% | 0.053% | |
| 5/12/2025 | Savvy Advisors Inc. | 3,192 | $222K | 0.0% | N/A | 0.010% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,854,900 | $128.95M | 0.0% | -3.4% | 5.964% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 43,032 | $2.99M | 0.0% | +118.0% | 0.138% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 589,418 | $40.98M | 0.1% | -7.0% | 1.895% | |
| 5/9/2025 | Blair William & Co. IL | 752 | $52K | 0.0% | -64.8% | 0.002% | |
| 5/8/2025 | US Bancorp DE | 3,341 | $232K | 0.0% | +27.4% | 0.011% | |
| 5/8/2025 | Harbour Investments Inc. | 1,746 | $121K | 0.0% | +14.3% | 0.006% | |
| 5/8/2025 | Arkadios Wealth Advisors | 3,692 | $257K | 0.0% | +24.7% | 0.012% | |
| 5/8/2025 | Independence Financial Advisors LLC | 139,669 | $9.71M | 3.7% | N/A | 0.449% | |
| 5/7/2025 | Purkiss Capital Advisors LLC | 2,935 | $204K | 0.2% | N/A | 0.009% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 10,251 | $713K | 0.1% | -20.2% | 0.033% | |
| 5/7/2025 | LPL Financial LLC | 284,906 | $19.81M | 0.0% | +26.8% | 0.916% | |
| 5/7/2025 | Fischer Financial Services Inc. | 151,369 | $10.52M | 3.4% | -1.3% | 0.487% | |
| 5/6/2025 | Cetera Investment Advisers | 23,317 | $1.62M | 0.0% | +5.7% | 0.075% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 3,735 | $260K | 0.0% | +10.3% | 0.012% | |
| 5/6/2025 | Birchcreek Wealth Management LLC | 18,567 | $1.29M | 0.8% | -3.4% | 0.060% | |
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| 5/6/2025 | Lifeworks Advisors LLC | 3,806 | $265K | 0.0% | -82.5% | 0.012% | |
| 5/6/2025 | AE Wealth Management LLC | 87,070 | $6.05M | 0.1% | +2.9% | 0.280% | |
| 5/6/2025 | Advisors Preferred LLC | 2,423 | $168K | 0.0% | N/A | 0.008% | |
| 5/6/2025 | VCI Wealth Management LLC | 30,484 | $2.12M | 0.9% | +18.4% | 0.098% | |
| 5/6/2025 | KDK Private Wealth Management LLC | 26,710 | $1.86M | 2.1% | -1.2% | 0.086% | |
| 5/6/2025 | Choreo LLC | 2,996 | $208K | 0.0% | -7.4% | 0.010% | |
| 5/6/2025 | PFG Advisors | 14,395 | $1.00M | 0.1% | +4.4% | 0.046% | |
| 5/5/2025 | IFP Advisors Inc | 7,638 | $531K | 0.0% | +80.5% | 0.025% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 34,972 | $2.43M | 0.0% | +4.5% | 0.112% | |
| 5/5/2025 | Private Advisor Group LLC | 29,815 | $2.07M | 0.0% | +7.4% | 0.096% | |
| 5/5/2025 | Nwam LLC | 3,858 | $268K | 0.0% | N/A | 0.012% | |
| 5/2/2025 | Montis Financial LLC | 11,951 | $831K | 0.2% | +22.2% | 0.038% | |
| 5/2/2025 | BIP Wealth LLC | 3,100 | $215K | 0.0% | -5.3% | 0.010% | |
| 5/2/2025 | Sigma Planning Corp | 23,038 | $1.60M | 0.1% | +77.2% | 0.074% | |
| 5/1/2025 | Florida Financial Advisors LLC | 3,238 | $225K | 0.1% | N/A | 0.010% | |
| 5/1/2025 | CWM LLC | 7,242 | $503K | 0.0% | +657.5% | 0.023% | |
| 5/1/2025 | Q3 Asset Management | 151,496 | $10.53M | 7.2% | -4.8% | 0.487% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,349 | $372K | 0.0% | +54.8% | 0.017% | |
| 4/30/2025 | Court Place Advisors LLC | 8,527 | $593K | 0.2% | +3.5% | 0.027% | |
| 4/30/2025 | Personal CFO Solutions LLC | 111,103 | $7.72M | 1.6% | N/A | 0.357% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 13,808 | $960K | 0.0% | N/A | 0.044% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 65,216 | $4.53M | 0.0% | +40.8% | 0.210% | |
| 4/29/2025 | Bank of New York Mellon Corp | 8,390 | $583K | 0.0% | +4.8% | 0.027% | |
| 4/28/2025 | Mutual Advisors LLC | 5,695 | $382K | 0.0% | -6.7% | 0.018% | |
| 4/25/2025 | Smith Salley Wealth Management | 53,072 | $3.69M | 0.2% | +1.4% | 0.171% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 3,812 | $265K | 0.0% | -9.0% | 0.012% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 30,282 | $2.08M | 0.1% | +1.5% | 0.097% | |
| 4/25/2025 | Essex Financial Services Inc. | 7,652 | $532K | 0.0% | +136.4% | 0.025% | |
| 4/24/2025 | Sunbelt Securities Inc. | 10,981 | $763K | 0.1% | +1.6% | 0.035% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 4,167 | $290K | 0.1% | -12.7% | 0.013% | |
| 4/23/2025 | Aspetuck Financial Management LLC | 21,878 | $1.52M | 1.3% | N/A | 0.070% | |
| 4/23/2025 | Golden State Wealth Management LLC | 460 | $32K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Spire Wealth Management | 400 | $28K | 0.0% | +300.0% | 0.001% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 62,237 | $4.33M | 2.4% | +6.5% | 0.200% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,171 | $3.42M | 0.0% | -3.1% | 0.158% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 48,718 | $3.39M | 1.0% | N/A | 0.157% | |
| 4/22/2025 | Monte Financial Group LLC | 3,995 | $259K | 0.1% | +22.7% | 0.013% | |
| 4/22/2025 | Cornerstone Management Inc. | 6,168 | $429K | 0.1% | +4.6% | 0.020% | |
| 4/21/2025 | LongView Wealth Management | 6,993 | $486K | 0.1% | +5.6% | 0.022% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,982 | $755K | 0.1% | +16.6% | 0.035% | |
| 4/21/2025 | Strategic Point Investment Advisors LLC | 204,305 | $14.20M | 2.4% | -0.5% | 0.657% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,020 | $210K | 0.0% | N/A | 0.010% | |
| 4/18/2025 | Financial Freedom LLC | 7,241 | $503K | 0.3% | -4.6% | 0.023% | |
| 4/17/2025 | Lynch & Associates IN | 33,617 | $2.34M | 0.5% | -1.9% | 0.109% | |
| 4/17/2025 | Smith Shellnut Wilson LLC ADV | 32,560 | $2.26M | 1.0% | +2.1% | 0.105% | |
| 4/17/2025 | Vicus Capital | 292,321 | $20.32M | 1.9% | -8.5% | 0.946% | |
| 4/17/2025 | Pacific Sun Financial Corp | 7,974 | $554K | 0.3% | +19.4% | 0.026% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,132 | $704K | 0.0% | +8.1% | 0.033% | |
| 4/16/2025 | West Branch Capital LLC | 1,525 | $106K | 0.0% | -11.8% | 0.005% | |
| 4/15/2025 | Fifth Third Bancorp | 474 | $33K | 0.0% | N/A | 0.002% | |
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| 4/15/2025 | CX Institutional | 385 | $27K | 0.0% | N/A | 0.001% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 7,467 | $519K | 0.0% | -4.2% | 0.024% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,893 | $201K | 0.0% | -8.5% | 0.009% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 32,509 | $2.26M | 0.3% | +5.4% | 0.105% | |
| 4/11/2025 | Procyon Advisors LLC | 75,063 | $5.22M | 0.3% | +14.9% | 0.243% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 54,654 | $3.80M | 1.8% | +4.2% | 0.177% | |
| 4/10/2025 | Secure Asset Management LLC | 3,411 | $237K | 0.0% | -14.2% | 0.011% | |
| 4/9/2025 | Buska Wealth Management LLC | 32,046 | $2.23M | 0.7% | +135.5% | 0.104% | |
| 4/9/2025 | RFG Advisory LLC | 3,400 | $236K | 0.0% | -8.9% | 0.011% | |
| 4/9/2025 | HBW Advisory Services LLC | 7,413 | $515K | 0.1% | +132.9% | 0.024% | |
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