| 8/8/2025 | Kingsview Wealth Management LLC | 2,770 | $231K | 0.0% | N/A | 0.022% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 135,984 | $11.34M | 0.1% | +2.1% | 1.092% | |
| 8/8/2025 | Cetera Investment Advisers | 59,733 | $4.98M | 0.0% | +8.1% | 0.480% | |
| 8/8/2025 | Creative Planning | 5,105 | $426K | 0.0% | +9.7% | 0.041% | |
| 8/8/2025 | Security Financial Services INC. | 3,249 | $271K | 0.0% | -87.6% | 0.026% | |
| 8/8/2025 | Wealth Alliance LLC | 5,247 | $438K | 0.0% | -80.1% | 0.042% | |
| 8/8/2025 | Apex Wealth Management LLC | 50,509 | $4.21M | 3.4% | +0.5% | 0.406% | |
| 8/7/2025 | Nwam LLC | 2,602 | $221K | 0.0% | -34.3% | 0.021% | |
| 8/7/2025 | Shared Vision Wealth Group LLC | 9,065 | $761K | 0.4% | -18.2% | 0.073% | |
| 8/6/2025 | Quadrant Private Wealth Management LLC | 5,140 | $429K | 0.1% | -67.3% | 0.041% | |
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| 8/6/2025 | Ipsen Advisor Group LLC | 12,970 | $1.08M | 0.8% | +2.0% | 0.104% | |
| 8/5/2025 | Sheridan Capital Management LLC | 58,445 | $4.87M | 3.4% | +1.7% | 0.469% | |
| 8/5/2025 | Key Financial Inc | 8,089 | $675K | 0.1% | +28.3% | 0.065% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 38,655 | $3.22M | 2.2% | -6.2% | 0.310% | |
| 8/4/2025 | Assetmark Inc. | 1,626 | $136K | 0.0% | -97.8% | 0.013% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 17,586 | $1.47M | 0.1% | -5.3% | 0.141% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 3,212 | $268K | 0.0% | -65.6% | 0.026% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 8,776 | $732K | 0.5% | -1.5% | 0.070% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 59,010 | $4.92M | 0.0% | -12.1% | 0.474% | |
| 7/31/2025 | TSA Wealth Managment LLC | 2,472 | $206K | 0.1% | -62.8% | 0.020% | |
| 7/29/2025 | Madison Wealth Partners Inc | 34,267 | $2.86M | 0.6% | -2.4% | 0.275% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 290,457 | $24.22M | 4.4% | +0.4% | 2.333% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,910 | $660K | 0.0% | +184.2% | 0.064% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 11,964 | $998K | 0.2% | +17.4% | 0.096% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,036 | $1.17M | 0.0% | +7.3% | 0.113% | |
| 7/25/2025 | Courage Miller Partners LLC | 3,606 | $301K | 0.1% | -22.5% | 0.029% | |
| 7/25/2025 | ONE Advisory Partners LLC | 3,126 | $268K | 0.1% | -65.6% | 0.025% | |
| 7/25/2025 | SPC Financial Inc. | 246,737 | $20.58M | 1.7% | -0.9% | 1.982% | |
| 7/25/2025 | CWM LLC | 23,383 | $1.95M | 0.0% | +0.7% | 0.188% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 10,016 | $835K | 0.0% | N/A | 0.080% | |
| 7/24/2025 | Edge Financial Advisors LLC | 6,750 | $569K | 0.3% | N/A | 0.054% | |
| 7/23/2025 | Detalus Advisors LLC | 10,825 | $903K | 0.3% | +34.0% | 0.087% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 29,504 | $2.46M | 0.0% | -22.1% | 0.237% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 3,982 | $332K | 0.1% | N/A | 0.032% | |
| 7/22/2025 | Kickstand Ventures LLC. | 3,982 | $332K | 0.1% | -16.9% | 0.032% | |
| 7/21/2025 | Barrett & Company Inc. | 92,317 | $7.70M | 2.9% | -0.8% | 0.742% | |
| 7/18/2025 | EWA LLC | 4,531 | $378K | 0.1% | +38.8% | 0.036% | |
| 7/18/2025 | Truist Financial Corp | 25,729 | $2.15M | 0.0% | -46.7% | 0.207% | |
| 7/17/2025 | One Wealth Advisors LLC | 6,599 | $550K | 0.1% | -75.3% | 0.053% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 703 | $59K | 0.0% | -15.8% | 0.006% | |
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| 7/17/2025 | HB Wealth Management LLC | 10,124 | $844K | 0.0% | -11.8% | 0.081% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 79,691 | $6.65M | 0.0% | +50.8% | 0.640% | |
| 7/17/2025 | Kelly Financial Services LLC | 5,831 | $486K | 0.1% | -62.3% | 0.047% | |
| 7/17/2025 | Sound Income Strategies LLC | 4,175 | $348K | 0.0% | +81.3% | 0.034% | |
| 7/16/2025 | Kiley Juergens Wealth Management LLC | 89,184 | $7.44M | 1.7% | +0.7% | 0.716% | |
| 7/16/2025 | GenWealth Group Inc. | 17,994 | $1.50M | 0.3% | -2.6% | 0.145% | |
| 7/14/2025 | Matrix Trust Co | 700,341 | $58.40M | 9.3% | +1.6% | 5.625% | |
| 7/11/2025 | Farther Finance Advisors LLC | 656 | $55K | 0.0% | -55.9% | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 116,842 | $9.93M | 0.0% | -1.6% | 0.938% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 15,233 | $1.27M | 0.5% | +4.1% | 0.122% | |
| 7/2/2025 | Dentgroup LLC | 31,053 | $2.59M | 1.8% | -13.9% | 0.251% | |
| 5/20/2025 | Focus Partners Wealth | 3,056 | $249K | 0.0% | -6.1% | 0.024% | |
| 5/16/2025 | Ascent Group LLC | 9,607 | $782K | 0.0% | N/A | 0.076% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 21,520 | $1.75M | 0.0% | +509.3% | 0.174% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,392 | $276K | 0.0% | +578.4% | 0.027% | |
| 5/16/2025 | Sheridan Capital Management LLC | 57,445 | $4.68M | 3.4% | -1.9% | 0.456% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 7,428 | $605K | 0.0% | N/A | 0.059% | |
| 5/15/2025 | Royal Bank of Canada | 225,251 | $18.35M | 0.0% | -0.2% | 1.788% | |
| 5/15/2025 | Baird Financial Group Inc. | 27,306 | $2.22M | 0.0% | -3.0% | 0.217% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 99,071 | $8.07M | 0.0% | +3.0% | 0.786% | |
| 5/13/2025 | Raymond James Financial Inc. | 403,036 | $32.83M | 0.0% | +1.2% | 3.199% | |
| 5/13/2025 | HighTower Advisors LLC | 5,444 | $443K | 0.0% | +50.8% | 0.043% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,075 | $1.07M | 0.0% | +8.4% | 0.104% | |
| 5/9/2025 | Kickstand Ventures LLC. | 4,789 | $390K | 0.1% | N/A | 0.038% | |
| 5/8/2025 | SPC Financial Inc. | 248,943 | $20.28M | 1.8% | -0.3% | 1.976% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 3,200 | $261K | 0.1% | N/A | 0.025% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 289,348 | $23.57M | 4.9% | +0.4% | 2.296% | |
| 5/7/2025 | LPL Financial LLC | 527,309 | $42.95M | 0.0% | +15.0% | 4.185% | |
| 5/7/2025 | Security Financial Services INC. | 26,168 | $2.13M | 0.4% | N/A | 0.208% | |
| 5/7/2025 | HB Wealth Management LLC | 11,484 | $935K | 0.0% | -2.6% | 0.091% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 16,479 | $1.34M | 0.2% | N/A | 0.131% | |
| 5/6/2025 | Assetmark Inc. | 75,390 | $6.14M | 0.0% | +815.4% | 0.598% | |
| 5/6/2025 | ANB Bank | 14,241 | $1.16M | 0.5% | -1.1% | 0.113% | |
| 5/6/2025 | Cetera Investment Advisers | 55,255 | $4.50M | 0.0% | +4.4% | 0.439% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 133,185 | $10.85M | 0.1% | -0.7% | 1.057% | |
| 5/6/2025 | One Wealth Advisors LLC | 26,743 | $2.18M | 0.3% | N/A | 0.212% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 60,837 | $4.96M | 1.5% | +3.4% | 0.483% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 15,708 | $1.28M | 0.3% | N/A | 0.125% | |
| 5/5/2025 | Wealth Alliance LLC | 26,413 | $2.15M | 0.3% | N/A | 0.210% | |
| 5/5/2025 | Nwam LLC | 3,960 | $323K | 0.0% | N/A | 0.031% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 9,331 | $760K | 0.1% | N/A | 0.074% | |
| 5/2/2025 | Theory Financial LLC | 4,831 | $393K | 0.2% | N/A | 0.038% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 11,081 | $903K | 0.5% | +33.7% | 0.088% | |
| 5/2/2025 | Lauer Wealth LLC | 143,723 | $11.32M | 8.8% | +7.1% | 1.141% | |
| 5/1/2025 | Key Financial Inc | 6,304 | $513K | 0.1% | +2.2% | 0.050% | |
| 5/1/2025 | LRI Investments LLC | 1,866 | $152K | 0.0% | +16.6% | 0.015% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 2,477 | $202K | 0.0% | N/A | 0.020% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 10,188 | $830K | 0.1% | +31.7% | 0.082% | |
| 4/30/2025 | Fullcircle Wealth LLC | 3,523 | $276K | 0.1% | N/A | 0.028% | |
| 4/29/2025 | Apex Wealth Management LLC | 50,261 | $4.09M | 3.7% | +0.7% | 0.404% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 67,150 | $5.47M | 0.0% | -6.3% | 0.539% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,253 | $102K | 0.0% | N/A | 0.010% | |
| 4/29/2025 | Strategic Blueprint LLC | 4,052 | $330K | 0.0% | N/A | 0.033% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,299 | $839K | 0.0% | +98.5% | 0.083% | |
| 4/28/2025 | Detalus Advisors LLC | 8,077 | $658K | 0.2% | +25.8% | 0.065% | |
| 4/28/2025 | Lansing Street Advisors | 6,489 | $529K | 0.2% | N/A | 0.052% | |
| 4/25/2025 | Mather Group LLC. | 37,936 | $3.09M | 0.0% | -18.5% | 0.305% | |
| 4/25/2025 | RCS Financial Planning LLC | 3,003 | $245K | 0.1% | N/A | 0.024% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 4,768 | $388K | 0.0% | N/A | 0.038% | |
| 4/23/2025 | TSA Wealth Managment LLC | 6,653 | $542K | 0.2% | N/A | 0.053% | |
