| 8/7/2025 | Americana Partners LLC | 1,334,815 | $39.03M | 1.3% | +8,421.0% | 16.034% | |
| 8/7/2025 | PFG Advisors | 12,780 | $374K | 0.0% | N/A | 0.154% | |
| 8/5/2025 | WorthPointe LLC | 9,103 | $266K | 0.1% | N/A | 0.109% | |
| 8/4/2025 | Atria Investments Inc | 14,178 | $415K | 0.0% | N/A | 0.170% | |
| 8/1/2025 | Corrado Advisors LLC | 100,111 | $2.93M | 1.8% | +10.1% | 1.203% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 54,420 | $1.59M | 0.0% | +26.1% | 0.654% | |
| 7/31/2025 | Gill Capital Partners LLC | 35,147 | $1.03M | 0.3% | N/A | 0.422% | |
| 7/30/2025 | Strategic Blueprint LLC | 272,512 | $7.97M | 0.4% | +78.5% | 3.273% | |
| 7/30/2025 | Brookstone Capital Management | 63,220 | $1.85M | 0.0% | +33.3% | 0.759% | |
| 7/29/2025 | ODonnell Financial Services LLC | 34,091 | $997K | 0.4% | -2.3% | 0.410% | |
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| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 19,584 | $573K | 0.0% | -29.9% | 0.235% | |
| 7/29/2025 | Straight Path Wealth Management | 14,149 | $414K | 0.1% | +5.7% | 0.170% | |
| 7/29/2025 | Commons Capital LLC | 11,334 | $331K | 0.3% | N/A | 0.136% | |
| 7/28/2025 | Compass Advisory Group LLC | 19,834 | $580K | 0.2% | -6.9% | 0.238% | |
| 7/28/2025 | Harbour Investments Inc. | 1,247 | $36K | 0.0% | -65.3% | 0.015% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,559 | $221K | 0.0% | N/A | 0.091% | |
| 7/25/2025 | CWM LLC | 57,814 | $1.69M | 0.0% | +5.1% | 0.694% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 7,785 | $228K | 0.1% | N/A | 0.094% | |
| 7/24/2025 | IFP Advisors Inc | 38,694 | $1.13M | 0.0% | +9.5% | 0.465% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 49,657 | $1.45M | 0.2% | -3.4% | 0.596% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 12,156 | $355K | 0.1% | +13.1% | 0.146% | |
| 7/22/2025 | Berger Financial Group Inc | 53,238 | $1.56M | 0.1% | -0.7% | 0.639% | |
| 7/22/2025 | Diligent Investors LLC | 13,313 | $389K | 0.1% | +14.1% | 0.160% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 17,288 | $506K | 0.2% | +24.7% | 0.208% | |
| 7/21/2025 | Triad Wealth Partners LLC | 21,533 | $630K | 0.1% | +89.7% | 0.259% | |
| 7/18/2025 | Truist Financial Corp | 33,896 | $991K | 0.0% | -1.1% | 0.407% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 14,392 | $421K | 0.0% | -6.6% | 0.173% | |
| 7/16/2025 | Signaturefd LLC | 18,204 | $532K | 0.0% | N/A | 0.219% | |
| 7/16/2025 | PFS Partners LLC | 292,236 | $8.55M | 4.3% | +0.1% | 3.510% | |
| 7/15/2025 | BCS Wealth Management | 30,275 | $885K | 0.2% | +13.9% | 0.364% | |
| 7/14/2025 | CRA Financial Services LLC | 8,180 | $239K | 0.0% | N/A | 0.097% | |
| 7/14/2025 | Chris Bulman Inc | 59,254 | $1.73M | 1.0% | +39.1% | 0.705% | |
| 7/11/2025 | Farther Finance Advisors LLC | 32,623 | $954K | 0.0% | N/A | 0.387% | |
| 7/11/2025 | Lantz Financial LLC | 10,003 | $292K | 0.1% | N/A | 0.119% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 9,109 | $266K | 0.1% | N/A | 0.108% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 81,224 | $2.38M | 0.2% | +1.1% | 0.964% | |
| 7/9/2025 | HFG Wealth Management LLC | 483,063 | $13.30M | 7.8% | -1.0% | 5.734% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 40,084 | $1.17M | 0.2% | +25.0% | 0.474% | |
| 5/19/2025 | SageView Advisory Group LLC | 48,398 | $1.33M | 0.1% | -29.1% | 0.574% | |
| 5/15/2025 | MAI Capital Management | 36,261 | $999K | 0.0% | -12.0% | 0.430% | |
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| 5/15/2025 | OLD Mission Capital LLC | 8,066 | $222K | 0.0% | -78.7% | 0.096% | |
| 5/14/2025 | Kestra Advisory Services LLC | 40,655 | $1.12M | 0.0% | -31.3% | 0.482% | |
| 5/14/2025 | Compound Planning Inc. | 14,205 | $391K | 0.0% | -32.1% | 0.169% | |
| 5/14/2025 | Tradition Wealth Management LLC | 101,364 | $2.79M | 0.2% | -0.5% | 1.202% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 27,941 | $769K | 0.0% | -28.1% | 0.331% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 75,028 | $2.07M | 0.0% | +5.1% | 0.890% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 12,321 | $339K | 0.4% | +31.1% | 0.146% | |
| 5/13/2025 | NFP Retirement Inc. | 26,555 | $731K | 0.1% | +3.2% | 0.315% | |
| 5/12/2025 | Berger Financial Group Inc | 53,632 | $1.48M | 0.1% | -8.5% | 0.636% | |
| 5/12/2025 | Townsquare Capital LLC | 12,321 | $339K | 0.0% | +3.6% | 0.146% | |
| 5/7/2025 | LPL Financial LLC | 46,555 | $1.28M | 0.0% | -4.5% | 0.552% | |
| 5/7/2025 | Investment Management Corp VA ADV | 60,845 | $1.68M | 1.5% | -3.0% | 0.722% | |
| 5/6/2025 | Cetera Investment Advisers | 290,936 | $8.01M | 0.0% | +14.7% | 3.451% | |
| 5/5/2025 | IFP Advisors Inc | 35,329 | $973K | 0.0% | +10.1% | 0.419% | |
| 5/5/2025 | ODonnell Financial Services LLC | 34,898 | $961K | 0.4% | -8.1% | 0.414% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 7,716 | $212K | 0.0% | -7.1% | 0.092% | |
| 5/1/2025 | Corrado Advisors LLC | 90,958 | $2.51M | 1.7% | -1.3% | 1.079% | |
| 5/1/2025 | CWM LLC | 54,996 | $1.52M | 0.0% | +1.6% | 0.652% | |
| 4/29/2025 | Strategic Blueprint LLC | 152,651 | $4.20M | 0.2% | -0.5% | 1.855% | |
| 4/28/2025 | Straight Path Wealth Management | 13,386 | $369K | 0.1% | -12.4% | 0.163% | |
| 4/24/2025 | Capasso Planning Partners LLC | 42,900 | $1.18M | 0.5% | -13.7% | 0.521% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,749 | $571K | 0.2% | -39.4% | 0.252% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 13,864 | $382K | 0.2% | -2.8% | 0.168% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 15,417 | $425K | 0.0% | +4.9% | 0.187% | |
| 4/15/2025 | Chris Bulman Inc | 42,596 | $1.17M | 0.7% | -2.5% | 0.518% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 32,079 | $852K | 0.2% | +9.0% | 0.390% | |
| 4/14/2025 | PFS Partners LLC | 291,844 | $8.04M | 4.3% | +3.4% | 3.546% | |
| 4/14/2025 | BCS Wealth Management | 26,570 | $732K | 0.2% | -7.1% | 0.323% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 662,547 | $18.25M | 0.4% | -0.5% | 8.050% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 80,320 | $2.21M | 0.2% | +6.6% | 0.976% | |
| 4/8/2025 | HFG Wealth Management LLC | 487,901 | $13.03M | 7.9% | -26.8% | 5.928% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 7,754 | $207K | 0.1% | N/A | 0.098% | |
| 2/18/2025 | Investment Management Corp VA ADV | 62,709 | $1.67M | 1.5% | N/A | 0.796% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 9,406 | $251K | 0.0% | N/A | 0.119% | |
| 2/17/2025 | Cetera Investment Advisers | 253,621 | $6.77M | 0.0% | +33.7% | 3.219% | |
| 2/14/2025 | Jane Street Group LLC | 8,347 | $223K | 0.0% | N/A | 0.106% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 13,546 | $362K | 0.0% | -6.3% | 0.172% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 71,393 | $1.91M | 0.0% | -4.9% | 0.906% | |
| 2/14/2025 | Tradition Wealth Management LLC | 101,830 | $2.72M | 0.2% | -1.1% | 1.292% | |
| 2/13/2025 | SageView Advisory Group LLC | 68,261 | $1.82M | 0.1% | -39.9% | 0.866% | |
| 2/13/2025 | NFP Retirement Inc. | 25,734 | $687K | 0.1% | +41.2% | 0.327% | |
| 2/13/2025 | Raymond James Financial Inc. | 96,391 | $2.57M | 0.0% | N/A | 1.223% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 43,273 | $1.16M | 0.0% | -1.8% | 0.549% | |
| 2/12/2025 | OLD Mission Capital LLC | 37,950 | $1.01M | 0.0% | N/A | 0.482% | |
| 2/12/2025 | Riggs Capital Management LLC | 12,239 | $327K | 0.3% | N/A | 0.155% | |
| 2/11/2025 | LPL Financial LLC | 48,763 | $1.30M | 0.0% | -3.3% | 0.619% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 311,588 | $8.32M | 0.0% | +1.4% | 3.954% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 24,477 | $653K | 0.0% | -6.2% | 0.311% | |
| 2/10/2025 | Capasso Planning Partners LLC | 49,715 | $1.33M | 0.5% | N/A | 0.631% | |
| 2/7/2025 | HighTower Advisors LLC | 27,927 | $746K | 0.0% | -2.8% | 0.354% | |
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| 2/6/2025 | Straight Path Wealth Management | 15,278 | $408K | 0.2% | +2.8% | 0.194% | |
| 2/6/2025 | Raymond James Financial Inc. | 96,391 | $2.57M | 0.0% | N/A | 1.223% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 9,994 | $267K | 0.0% | +299.8% | 0.127% | |
| 2/5/2025 | Corrado Advisors LLC | 92,172 | $2.46M | 1.6% | -4.2% | 1.170% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 34,242 | $914K | 0.4% | N/A | 0.435% | |
| 2/4/2025 | IFP Advisors Inc | 32,101 | $857K | 0.0% | -17.6% | 0.407% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 38,864 | $1.04M | 0.0% | -34.4% | 0.493% | |
| 1/30/2025 | Allworth Financial LP | 10,182 | $276K | 0.0% | -91.5% | 0.129% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 4,368 | $117K | 0.0% | N/A | 0.055% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 8,305 | $222K | 0.0% | -50.9% | 0.105% | |
