| 6/11/2025 | Fortitude Financial LLC | 70,502 | $5.22M | 5.0% | -85.4% | 0.590% | |
| 5/28/2025 | Silicon Valley Capital Partners | 954 | $70K | 0.0% | N/A | 0.008% | |
| 5/28/2025 | Wealth Management Associates Inc. | 3,822 | $283K | 0.1% | -5.0% | 0.032% | |
| 5/15/2025 | Royal Bank of Canada | 46,267 | $3.43M | 0.0% | +0.8% | 0.387% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 702 | $52K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Comerica Bank | 5,725 | $424K | 0.0% | +7.2% | 0.048% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,399 | $2.40M | 0.0% | +4.4% | 0.271% | |
| 5/14/2025 | Kestra Advisory Services LLC | 42,778 | $3.17M | 0.0% | +1.9% | 0.358% | |
| 5/14/2025 | Rede Wealth LLC | 10,142 | $751K | 0.3% | -21.5% | 0.085% | |
| 5/14/2025 | Flow Traders U.S. LLC | 24,356 | $1.80M | 0.1% | N/A | 0.204% | |
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| 5/13/2025 | Aptus Capital Advisors LLC | 105,533 | $7.82M | 0.1% | +2.1% | 0.883% | |
| 5/13/2025 | Raymond James Financial Inc. | 321,664 | $23.83M | 0.0% | -7.0% | 2.692% | |
| 5/13/2025 | HighTower Advisors LLC | 43,591 | $3.23M | 0.0% | -4.6% | 0.365% | |
| 5/12/2025 | Capital Planning Advisors LLC | 7,493 | $555K | 0.1% | +7.0% | 0.063% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 55,733 | $4.13M | 0.0% | -0.4% | 0.466% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 398,963 | $29.56M | 0.0% | +8.6% | 3.339% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 49,947 | $3.70M | 0.8% | -1.9% | 0.418% | |
| 5/7/2025 | LPL Financial LLC | 453,623 | $33.61M | 0.0% | +5.7% | 3.796% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 46,481 | $3.43M | 0.5% | +15.6% | 0.389% | |
| 5/6/2025 | Assetmark Inc. | 10,149 | $752K | 0.0% | +258.4% | 0.085% | |
| 5/6/2025 | Cetera Investment Advisers | 180,316 | $13.36M | 0.0% | -2.1% | 1.509% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 82,355 | $6.10M | 0.0% | +0.2% | 0.689% | |
| 5/6/2025 | AE Wealth Management LLC | 682 | $51K | 0.0% | +306.0% | 0.006% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 12,883 | $954K | 0.0% | -1.2% | 0.108% | |
| 5/5/2025 | Diversify Advisory Services LLC | 9,005 | $658K | 0.0% | -10.1% | 0.075% | |
| 4/30/2025 | Cerity Partners LLC | 20,852 | $1.55M | 0.0% | -3.6% | 0.174% | |
| 4/30/2025 | Principal Securities Inc. | 408 | $31K | 0.0% | +52.2% | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 50,957 | $3.78M | 0.0% | -2.3% | 0.426% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 4,300 | $319K | 0.0% | -27.1% | 0.036% | |
| 4/29/2025 | World Investment Advisors | 20,711 | $1.53M | 0.0% | -2.8% | 0.173% | |
| 4/28/2025 | Detalus Advisors LLC | 2,979 | $221K | 0.1% | N/A | 0.025% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 5,675 | $420K | 0.1% | -5.9% | 0.047% | |
| 4/23/2025 | Goldstein Advisors LLC | 37,574 | $2.78M | 0.4% | -0.6% | 0.314% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 7,023 | $520K | 0.0% | +6.9% | 0.059% | |
| 4/23/2025 | Pacific Financial Group Inc. | 63,991 | $4.74M | 3.8% | -2.5% | 0.535% | |
| 4/22/2025 | XML Financial LLC | 3,787 | $281K | 0.0% | +22.8% | 0.032% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 79,705 | $5.91M | 0.0% | +4.8% | 0.667% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 19,390 | $1.44M | 1.1% | +3.8% | 0.162% | |
| 4/21/2025 | Means Investment CO. Inc. | 302,927 | $22.44M | 2.4% | +92.3% | 2.535% | |
| 4/21/2025 | United Advisor Group LLC | 19,520 | $1.45M | 0.3% | +14.4% | 0.163% | |
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| 4/21/2025 | PSI Advisors LLC | 662 | $49K | 0.0% | N/A | 0.006% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 3,324 | $247K | 0.0% | N/A | 0.028% | |
| 4/18/2025 | Lion Street Advisors LLC | 3,535 | $262K | 0.1% | -16.0% | 0.030% | |
| 4/18/2025 | Financial Perspectives Inc | 5,895 | $437K | 0.1% | +18.7% | 0.049% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,149 | $826K | 0.0% | -2.6% | 0.093% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 5,956 | $441K | 0.1% | -32.7% | 0.050% | |
| 4/16/2025 | Steele Capital Management Inc. | 174,787 | $12.95M | 0.7% | +0.3% | 1.463% | |
| 4/16/2025 | Marshall Financial Group LLC | 6,221 | $461K | 0.1% | -79.4% | 0.052% | |
| 4/15/2025 | Yarger Wealth Strategies LLC | 68,793 | $5.10M | 3.0% | +0.3% | 0.576% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 17,818 | $1.32M | 0.1% | -6.2% | 0.149% | |
| 4/14/2025 | Truefg LLC | 9,398 | $696K | 0.2% | -2.0% | 0.079% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,950 | $219K | 0.0% | +282.1% | 0.025% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 10,495 | $777K | 0.0% | -12.3% | 0.088% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 35,642 | $2.64M | 0.4% | +96.7% | 0.298% | |
| 4/11/2025 | Pitti Group Wealth Management LLC | 16,958 | $1.26M | 1.3% | -4.3% | 0.142% | |
| 4/11/2025 | Procyon Advisors LLC | 4,587 | $340K | 0.0% | -8.0% | 0.038% | |
| 4/10/2025 | Matrix Trust Co | 174,785 | $12.95M | 2.2% | +0.3% | 1.463% | |
| 4/9/2025 | RFG Advisory LLC | 3,175 | $235K | 0.0% | +4.7% | 0.027% | |
| 4/2/2025 | Global Wealth Strategies & Associates | 1,100 | $81K | 0.0% | N/A | 0.009% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,026 | $2.36M | 0.0% | +21.6% | 0.260% | |
| 2/24/2025 | United Advisor Group LLC | 17,066 | $1.30M | 0.3% | N/A | 0.143% | |
| 2/17/2025 | EPG Wealth Management LLC | 1,796 | $137K | 0.0% | +26.2% | 0.015% | |
| 2/17/2025 | Cetera Investment Advisers | 184,243 | $14.03M | 0.0% | +7.1% | 1.542% | |
| 2/17/2025 | Citadel Advisors LLC | 25,172 | $1.92M | 0.0% | +50.7% | 0.211% | |
| 2/17/2025 | Bank of America Corp DE | 119,994 | $9.14M | 0.0% | -1.1% | 1.004% | |
| 2/17/2025 | Ameriprise Financial Inc. | 120,456 | $9.17M | 0.0% | -10.6% | 1.008% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 103,342 | $7.87M | 0.1% | +3.0% | 0.865% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 2,644 | $201K | 0.0% | N/A | 0.022% | |
| 2/14/2025 | Jane Street Group LLC | 8,701 | $663K | 0.0% | +66.8% | 0.073% | |
| 2/14/2025 | Comerica Bank | 5,338 | $406K | 0.0% | +29.9% | 0.045% | |
| 2/14/2025 | Three Seasons Wealth LLC | 4,746 | $361K | 0.2% | N/A | 0.040% | |
| 2/14/2025 | Stifel Financial Corp | 75,318 | $5.74M | 0.0% | +1.8% | 0.630% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 3,278 | $250K | 0.0% | +70.4% | 0.027% | |
| 2/14/2025 | MML Investors Services LLC | 121,011 | $9.22M | 0.0% | +9.6% | 1.013% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 10,047 | $800K | 0.0% | -3.2% | 0.084% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 6,707 | $511K | 0.5% | -2.8% | 0.056% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 978 | $74K | 0.0% | +19.1% | 0.008% | |
| 2/13/2025 | Raymond James Financial Inc. | 345,690 | $26.32M | 0.0% | N/A | 2.893% | |
| 2/13/2025 | Advisory Services Network LLC | 13,210 | $1.01M | 0.0% | +144.3% | 0.111% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 52,171 | $3.97M | 0.0% | -3.2% | 0.437% | |
| 2/13/2025 | Wells Fargo & Company MN | 105,013 | $8.00M | 0.0% | +4.6% | 0.879% | |
| 2/12/2025 | World Investment Advisors | 21,298 | $1.62M | 0.0% | +1.6% | 0.178% | |
| 2/12/2025 | JPMorgan Chase & Co. | 23,353 | $1.78M | 0.0% | +14.0% | 0.195% | |
| 2/12/2025 | Tyler Stone Wealth Management | 3,526 | $269K | 0.0% | -15.8% | 0.030% | |
| 2/11/2025 | LPL Financial LLC | 429,064 | $32.67M | 0.0% | +4.6% | 3.590% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 3,446 | $262K | 0.0% | -5.5% | 0.029% | |
| 2/10/2025 | Pitti Group Wealth Management LLC | 17,727 | $1.35M | 1.4% | -2.6% | 0.148% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 6,568 | $500K | 0.0% | +13.9% | 0.055% | |
| 2/10/2025 | Harbour Investments Inc. | 1,967 | $150K | 0.0% | -8.5% | 0.016% | |
| 2/10/2025 | Corient Private Wealth LLC | 10,374 | $790K | 0.0% | -33.9% | 0.087% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 367,484 | $27.98M | 0.0% | -2.0% | 3.075% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 82,176 | $6.26M | 0.0% | -5.2% | 0.688% | |
| 2/7/2025 | HighTower Advisors LLC | 45,714 | $3.48M | 0.0% | +1.3% | 0.383% | |
| 2/7/2025 | Independent Advisor Alliance | 6,220 | $474K | 0.0% | N/A | 0.052% | |
| 2/6/2025 | Opulen Financial Group LLC | 8,439 | $643K | 0.6% | N/A | 0.071% | |
| 2/6/2025 | Raymond James Financial Inc. | 345,690 | $26.32M | 0.0% | N/A | 2.893% | |
| 2/6/2025 | M&T Bank Corp | 3,636 | $277K | 0.0% | -16.8% | 0.030% | |
| 2/6/2025 | Assetmark Inc. | 2,832 | $216K | 0.0% | +356.8% | 0.024% | |
| 2/6/2025 | Synergy Investment Management LLC | 2,340 | $178K | 0.1% | N/A | 0.020% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 40,210 | $3.20M | 0.4% | +27.3% | 0.336% | |
