| 5/21/2025 | Geneos Wealth Management Inc. | 695 | $90K | 0.0% | -50.9% | 0.007% | |
| 5/20/2025 | Belpointe Asset Management LLC | 27,285 | $3.53M | 0.2% | +19.0% | 0.264% | |
| 5/20/2025 | Focus Partners Wealth | 146,566 | $18.98M | 0.0% | +43.7% | 1.419% | |
| 5/20/2025 | Integrity Alliance LLC. | 3,713 | $481K | 0.0% | +28.1% | 0.036% | |
| 5/19/2025 | Jane Street Group LLC | 12,435 | $1.61M | 0.0% | -15.8% | 0.120% | |
| 5/16/2025 | Jones Financial Companies Lllp | 81,071 | $10.50M | 0.0% | +2,258.8% | 0.785% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,815 | $235K | 0.0% | N/A | 0.018% | |
| 5/15/2025 | Royal Bank of Canada | 24,723 | $3.20M | 0.0% | +3.2% | 0.239% | |
| 5/15/2025 | Baird Financial Group Inc. | 2,941 | $381K | 0.0% | +7.4% | 0.028% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 316,502 | $40.98M | 0.0% | +33.8% | 3.064% | |
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| 5/14/2025 | Hobbs Group Advisors LLC | 4,896 | $634K | 0.2% | +2.7% | 0.047% | |
| 5/14/2025 | CW Advisors LLC | 2,922 | $379K | 0.0% | -15.4% | 0.028% | |
| 5/13/2025 | Global View Capital Management LLC | 8,215 | $1.06M | 0.4% | N/A | 0.080% | |
| 5/13/2025 | Raymond James Financial Inc. | 33,385 | $4.32M | 0.0% | -2.3% | 0.323% | |
| 5/13/2025 | HighTower Advisors LLC | 76,478 | $9.90M | 0.0% | +273.7% | 0.740% | |
| 5/12/2025 | Townsquare Capital LLC | 22,402 | $2.90M | 0.0% | N/A | 0.217% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 4,640 | $601K | 0.1% | -6.1% | 0.045% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 2,498 | $323K | 0.2% | -7.0% | 0.024% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 1,631 | $211K | 0.2% | N/A | 0.016% | |
| 5/9/2025 | Costello Asset Management INC | 200 | $26K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Solitude Financial Services | 67,897 | $8.79M | 3.4% | +1.4% | 0.657% | |
| 5/9/2025 | Powell Investment Advisors LLC | 5,639 | $730K | 0.4% | +16.8% | 0.055% | |
| 5/8/2025 | IFG Advisory LLC | 86,552 | $11.21M | 0.6% | +2.0% | 0.838% | |
| 5/8/2025 | Castellan Group | 47,737 | $6.18M | 1.7% | -3.0% | 0.462% | |
| 5/8/2025 | US Bancorp DE | 200 | $26K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 3,600 | $466K | 0.0% | N/A | 0.035% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,635 | $212K | 0.0% | N/A | 0.016% | |
| 5/7/2025 | LPL Financial LLC | 226,160 | $29.28M | 0.0% | +14.2% | 2.189% | |
| 5/7/2025 | Brown Wealth Management LLC | 22,009 | $2.85M | 1.0% | N/A | 0.213% | |
| 5/6/2025 | Cetera Investment Advisers | 27,846 | $3.61M | 0.0% | +104.2% | 0.270% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,516 | $844K | 0.0% | +81.0% | 0.063% | |
| 5/6/2025 | Summit Wealth Partners LLC | 1,648 | $213K | 0.0% | N/A | 0.016% | |
| 5/5/2025 | Summit Wealth & Retirement Planning Inc. | 148,754 | $19.26M | 5.9% | +1.7% | 1.440% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 28,033 | $3.63M | 0.1% | -1.3% | 0.271% | |
| 5/5/2025 | Private Advisor Group LLC | 3,689 | $478K | 0.0% | -6.9% | 0.036% | |
| 5/5/2025 | Nwam LLC | 4,777 | $618K | 0.1% | -5.0% | 0.046% | |
| 5/5/2025 | FLC Capital Advisors | 13,169 | $1.71M | 0.4% | -12.6% | 0.127% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 3,703 | $479K | 0.2% | -16.1% | 0.036% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 230,342 | $29.82M | 0.4% | -17.8% | 2.230% | |
| 5/2/2025 | Larson Financial Group LLC | 116,519 | $15.09M | 0.7% | +0.9% | 1.128% | |
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| 5/2/2025 | Wealthfront Advisers LLC | 77,823 | $10.08M | 0.0% | +10.1% | 0.753% | |
| 5/1/2025 | Cutter & CO Brokerage Inc. | 2,765 | $358K | 0.1% | -17.8% | 0.027% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 34,182 | $4.43M | 4.5% | +10.7% | 0.331% | |
| 4/30/2025 | Cerity Partners LLC | 9,068 | $1.17M | 0.0% | -2.3% | 0.088% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 28,992 | $3.75M | 0.1% | +2.0% | 0.281% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,239 | $8.58M | 0.0% | -3.0% | 0.641% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 110,717 | $14.34M | 10.0% | -4.1% | 1.072% | |
| 4/28/2025 | Mutual Advisors LLC | 2,681 | $356K | 0.0% | -15.3% | 0.026% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 6,340 | $821K | 0.4% | -2.4% | 0.061% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 190,178 | $24.62M | 0.2% | -7.9% | 1.841% | |
| 4/23/2025 | Saxony Capital Management LLC | 2,390 | $309K | 0.3% | -10.9% | 0.023% | |
| 4/23/2025 | Global Assets Advisory LLC | 6,081 | $759K | 0.1% | +185.9% | 0.059% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 17,956 | $2.33M | 0.5% | +3.3% | 0.174% | |
| 4/23/2025 | Valmark Advisers Inc. | 8,565 | $1.11M | 0.0% | +23.0% | 0.083% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 1,720 | $223K | 0.1% | N/A | 0.017% | |
| 4/22/2025 | XML Financial LLC | 2,000 | $259K | 0.0% | N/A | 0.019% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 2,093 | $271K | 0.0% | +7.9% | 0.020% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,483 | $2.91M | 0.0% | +150.8% | 0.218% | |
| 4/21/2025 | Trifecta Capital Advisors LLC | 253 | $33K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Blue Trust Inc. | 8,137 | $1.05M | 0.0% | +79.8% | 0.079% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,613 | $727K | 0.0% | +5.7% | 0.054% | |
| 4/17/2025 | Brighton Jones LLC | 1,633 | $211K | 0.0% | N/A | 0.016% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 191,511 | $24.80M | 0.0% | +39.6% | 1.854% | |
| 4/16/2025 | Matauro LLC | 2,769 | $359K | 0.1% | +4.9% | 0.027% | |
| 4/16/2025 | Sound Stewardship LLC | 76,326 | $9.88M | 5.6% | -5.3% | 0.739% | |
| 4/15/2025 | Zhang Financial LLC | 5,145 | $666K | 0.0% | N/A | 0.050% | |
| 4/15/2025 | Focus Financial Network Inc. | 16,679 | $2.16M | 0.1% | +57.5% | 0.161% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,371 | $434K | 0.0% | +7.2% | 0.033% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 59,457 | $7.70M | 1.8% | +4.0% | 0.576% | |
| 4/11/2025 | Pines Wealth Management LLC | 58,648 | $7.08M | 3.0% | -3.1% | 0.568% | |
| 4/9/2025 | Merit Financial Group LLC | 9,422 | $1.22M | 0.0% | +4.1% | 0.091% | |
| 4/9/2025 | Advance Capital Management Inc. | 85,575 | $11.08M | 0.5% | +2,486.1% | 0.828% | |
| 4/8/2025 | Parallel Advisors LLC | 740 | $96K | 0.0% | -14.0% | 0.007% | |
| 4/7/2025 | AdvisorNet Financial Inc | 5,729 | $742K | 0.1% | -43.6% | 0.055% | |
| 4/3/2025 | Insight Wealth Strategies LLC | 56,955 | $7.37M | 1.0% | -1.3% | 0.557% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 137,158 | $15.06M | 0.0% | -25.9% | 1.410% | |
| 2/18/2025 | Investment Management Corp VA ADV | 1,608 | $177K | 0.2% | N/A | 0.016% | |
| 2/17/2025 | Focus Partners Wealth | 102,023 | $11.20M | 0.0% | +2,940.0% | 1.031% | |
| 2/17/2025 | Cetera Investment Advisers | 13,639 | $1.50M | 0.0% | -10.9% | 0.138% | |
| 2/17/2025 | Captrust Financial Advisors | 51,561 | $5.66M | 0.0% | -1.3% | 0.521% | |
| 2/17/2025 | Bank of America Corp DE | 363,575 | $39.92M | 0.0% | +156.3% | 3.672% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 8,156 | $896K | 0.0% | N/A | 0.082% | |
| 2/14/2025 | Jane Street Group LLC | 14,770 | $1.62M | 0.0% | -39.4% | 0.149% | |
| 2/14/2025 | IHT Wealth Management LLC | 11,767 | $1.29M | 0.0% | -63.3% | 0.119% | |
| 2/14/2025 | Stifel Financial Corp | 38,542 | $4.23M | 0.0% | +60.8% | 0.389% | |
| 2/13/2025 | NewEdge Advisors LLC | 5,869 | $644K | 0.0% | +29.8% | 0.059% | |
| 2/13/2025 | Belpointe Asset Management LLC | 22,924 | $2.45M | 0.1% | +4.7% | 0.232% | |
| 2/13/2025 | Mariner LLC | 15,812 | $1.74M | 0.0% | +216.7% | 0.160% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 128,289 | $14.09M | 0.0% | +42.6% | 1.296% | |
| 2/13/2025 | Raymond James Financial Inc. | 34,167 | $3.75M | 0.0% | N/A | 0.345% | |
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| 2/13/2025 | Cerity Partners LLC | 9,284 | $1.02M | 0.0% | +1.5% | 0.094% | |
| 2/13/2025 | Trek Financial LLC | 7,147 | $785K | 0.1% | +32.8% | 0.072% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 68,279 | $7.50M | 0.0% | -0.4% | 0.690% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 1,822 | $200K | 0.0% | N/A | 0.018% | |
| 2/13/2025 | Wells Fargo & Company MN | 307,633 | $33.78M | 0.0% | +33.0% | 3.107% | |
| 2/12/2025 | Treynor Bancshares Inc. | 20,936 | $2.30M | 2.4% | +12.4% | 0.211% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 276 | $31K | 0.0% | -32.2% | 0.003% | |
| 2/12/2025 | RWA Wealth Partners LLC | 7,413 | $814K | 0.0% | -15.0% | 0.075% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 4,766 | $523K | 0.2% | +3.9% | 0.048% | |
| 2/12/2025 | Vertex Planning Partners LLC | 1,896 | $208K | 0.0% | N/A | 0.019% | |
