| 5/2/2025 | Independent Wealth Network Inc. | 3,633 | $259K | 0.1% | +30.6% | 0.011% | |
| 5/2/2025 | Forte Capital LLC ADV | 63,830 | $4.56M | 0.5% | -2.8% | 0.185% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 30,264 | $2.16M | 0.0% | +4.9% | 0.088% | |
| 5/2/2025 | Montis Financial LLC | 3,329 | $238K | 0.1% | -32.0% | 0.010% | |
| 5/2/2025 | Bogart Wealth LLC | 3,160 | $226K | 0.0% | +8.4% | 0.009% | |
| 5/2/2025 | Sigma Planning Corp | 128,755 | $9.20M | 0.3% | -2.3% | 0.374% | |
| 5/1/2025 | CWM LLC | 207,237 | $14.80M | 0.1% | +57.3% | 0.602% | |
| 5/1/2025 | Stephens Inc. AR | 2,952 | $211K | 0.0% | N/A | 0.009% | |
| 5/1/2025 | Diversify Wealth Management LLC | 38,573 | $2.77M | 0.2% | +64.8% | 0.112% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 24,773 | $1.77M | 0.3% | -4.7% | 0.072% | |
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| 4/30/2025 | Axxcess Wealth Management LLC | 17,468 | $1.25M | 0.0% | +3.5% | 0.051% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 329,167 | $22.86M | 5.5% | +5.8% | 0.955% | |
| 4/30/2025 | Principal Securities Inc. | 29,623 | $2.24M | 0.1% | +4.1% | 0.086% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 4,169 | $298K | 0.1% | +44.0% | 0.012% | |
| 4/30/2025 | Black Diamond Financial LLC | 36,166 | $2.58M | 0.4% | +8.5% | 0.105% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 88,343 | $6.31M | 2.1% | +11.4% | 0.256% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,699 | $193K | 0.0% | -74.4% | 0.008% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 160,911 | $11.49M | 0.0% | -22.5% | 0.467% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 13,654 | $975K | 0.0% | +335.8% | 0.040% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 13,088 | $933K | 0.1% | +18.3% | 0.038% | |
| 4/29/2025 | Courage Miller Partners LLC | 26,084 | $1.86M | 0.6% | -2.2% | 0.076% | |
| 4/28/2025 | Castle Wealth Management LLC | 60,779 | $4.34M | 1.7% | +2.1% | 0.176% | |
| 4/28/2025 | Mutual Advisors LLC | 8,323 | $593K | 0.0% | -7.2% | 0.024% | |
| 4/28/2025 | Chaney Capital Management Inc. | 46,526 | $3.32M | 1.5% | +7.6% | 0.135% | |
| 4/28/2025 | Silver Oak Wealth Advisors Services LLC | 102,406 | $7.32M | 6.5% | +0.8% | 0.297% | |
| 4/28/2025 | First Horizon Advisors Inc. | 8,963 | $640K | 0.0% | -26.8% | 0.026% | |
| 4/28/2025 | Revisor Wealth Management LLC | 4,153 | $297K | 0.1% | +24.3% | 0.012% | |
| 4/28/2025 | Private Trust Co. NA | 4,003 | $286K | 0.0% | +85.0% | 0.012% | |
| 4/28/2025 | First Bank & Trust | 7,749 | $554K | 0.1% | +85.0% | 0.022% | |
| 4/28/2025 | DAVENPORT & Co LLC | 39,474 | $2.82M | 0.0% | N/A | 0.115% | |
| 4/28/2025 | Rovin Capital UT ADV | 42,336 | $3.02M | 1.0% | +1.4% | 0.123% | |
| 4/25/2025 | G&S Capital LLC | 9,488 | $678K | 0.3% | +4.0% | 0.028% | |
| 4/25/2025 | Westside Investment Management Inc. | 5,250 | $376K | 0.1% | -25.4% | 0.015% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 18,562 | $1.33M | 1.2% | -1.6% | 0.054% | |
| 4/25/2025 | Valley National Advisers Inc. | 41,719 | $2.98M | 0.5% | +2.6% | 0.121% | |
| 4/25/2025 | Sovran Advisors LLC | 49,235 | $3.36M | 0.4% | +29.2% | 0.143% | |
| 4/24/2025 | Money Concepts Capital Corp | 16,998 | $1.21M | 0.1% | +3.2% | 0.049% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 5,289 | $378K | 0.0% | +5.3% | 0.015% | |
| 4/23/2025 | KPP Advisory Services LLC | 8,032 | $574K | 0.1% | -2.2% | 0.023% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 292,636 | $20.90M | 1.7% | +1.7% | 0.849% | |
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| 4/23/2025 | Kellett Wealth Advisors LLC | 52,597 | $3.76M | 2.6% | +5.1% | 0.153% | |
| 4/23/2025 | Family Legacy Inc. | 37,663 | $2.69M | 0.9% | -8.8% | 0.109% | |
| 4/23/2025 | St. Johns Investment Management Company LLC | 500 | $36K | 0.0% | -37.5% | 0.001% | |
| 4/23/2025 | Eagle Strategies LLC | 124,753 | $8.91M | 1.5% | +4.8% | 0.362% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 87,886 | $6.28M | 0.1% | -0.8% | 0.255% | |
| 4/22/2025 | Rodgers & Associates LTD | 223,421 | $15.96M | 1.9% | +1.8% | 0.649% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 144,821 | $10.35M | 0.0% | +3.3% | 0.420% | |
| 4/22/2025 | Madison Wealth Partners Inc | 8,609 | $615K | 0.2% | -6.5% | 0.025% | |
| 4/22/2025 | OxenFree Capital LLC | 76,971 | $5.12M | 3.9% | +7.7% | 0.223% | |
| 4/22/2025 | Bonfire Financial | 21,821 | $1.56M | 1.4% | -5.7% | 0.063% | |
| 4/22/2025 | Denver Wealth Management Inc. | 34,016 | $2.43M | 1.1% | N/A | 0.099% | |
| 4/21/2025 | Avior Wealth Management LLC | 613,033 | $43.79M | 1.7% | +9.9% | 1.779% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 21,683 | $1.55M | 1.2% | +4.4% | 0.063% | |
| 4/21/2025 | Means Investment CO. Inc. | 4,598 | $328K | 0.0% | -16.9% | 0.013% | |
| 4/21/2025 | United Advisor Group LLC | 17,388 | $1.24M | 0.3% | +19.9% | 0.050% | |
| 4/21/2025 | Marino Stram & Associates LLC | 41,012 | $2.93M | 0.7% | +35.7% | 0.119% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 3,742 | $258K | 0.1% | +23.2% | 0.011% | |
| 4/18/2025 | Mayfair Advisory Group LLC | 12,843 | $917K | 0.5% | +38.2% | 0.037% | |
| 4/18/2025 | Wolf Group Capital Advisors | 73,823 | $5.27M | 1.8% | -0.4% | 0.211% | |
| 4/18/2025 | Capital Wealth Management LLC | 161,446 | $11.53M | 4.8% | +3.4% | 0.462% | |
| 4/18/2025 | Financial Perspectives Inc | 1,553 | $111K | 0.0% | +11.7% | 0.004% | |
| 4/18/2025 | Financial Freedom LLC | 12,111 | $865K | 0.5% | -37.9% | 0.035% | |
| 4/17/2025 | QRG Capital Management Inc. | 8,242 | $589K | 0.0% | N/A | 0.024% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 23,390 | $1.67M | 0.0% | +1.9% | 0.067% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 47,805 | $3.42M | 0.0% | +3.2% | 0.137% | |
| 4/17/2025 | Stanich Group LLC | 21,735 | $1.55M | 1.1% | +2.2% | 0.062% | |
| 4/17/2025 | Pacific Sun Financial Corp | 12,658 | $904K | 0.5% | +2.6% | 0.036% | |
| 4/17/2025 | Scott Capital Advisors LLC | 120,501 | $8.61M | 2.6% | -1.2% | 0.345% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 3,874 | $277K | 0.0% | +8.8% | 0.011% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 2,572 | $184K | 0.1% | N/A | 0.007% | |
| 4/16/2025 | IAG Wealth Partners LLC | 184,465 | $13.18M | 2.0% | +8.2% | 0.528% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 80,660 | $5.76M | 0.0% | -5.5% | 0.231% | |
| 4/16/2025 | Marmo Financial Group LLC | 109,953 | $7.85M | 4.3% | -6.1% | 0.315% | |
| 4/16/2025 | Steele Capital Management Inc. | 183,907 | $13.14M | 0.7% | -0.3% | 0.526% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 453 | $32K | 0.0% | -50.0% | 0.001% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 3,028 | $216K | 0.1% | -10.5% | 0.009% | |
| 4/15/2025 | Focus Financial Network Inc. | 19,736 | $1.41M | 0.1% | +6.9% | 0.056% | |
| 4/15/2025 | Ipsen Advisor Group LLC | 76,945 | $5.50M | 4.7% | +0.8% | 0.220% | |
| 4/15/2025 | Orgel Wealth Management LLC | 300,058 | $21.43M | 0.6% | -3.9% | 0.859% | |
| 4/15/2025 | Ibex Wealth Advisors | 20,428 | $1.46M | 0.2% | -8.0% | 0.058% | |
| 4/14/2025 | PFS Partners LLC | 95,669 | $6.83M | 3.6% | +2.2% | 0.274% | |
| 4/14/2025 | Compass Planning Associates Inc | 500 | $36K | 0.0% | +74.8% | 0.001% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 19,310 | $1.38M | 0.7% | N/A | 0.055% | |
| 4/14/2025 | Park Avenue Securities LLC | 7,660 | $547K | 0.0% | -72.7% | 0.022% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 7,643 | $546K | 0.2% | -3.5% | 0.022% | |
| 4/11/2025 | Prospect Financial Services LLC | 33,629 | $2.40M | 1.3% | +23.5% | 0.096% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 3,778 | $270K | 0.0% | +18.7% | 0.011% | |
| 4/11/2025 | Armstrong Fleming & Moore Inc | 8,849 | $632K | 0.8% | N/A | 0.025% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 12,632 | $902K | 0.2% | N/A | 0.036% | |
| 4/10/2025 | Fermata Advisors LLC | 7,268 | $519K | 0.1% | -2.9% | 0.021% | |
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| 4/10/2025 | HF Advisory Group LLC | 12,869 | $919K | 0.4% | +1.2% | 0.037% | |
| 4/10/2025 | Matrix Trust Co | 183,907 | $13.14M | 2.2% | -0.3% | 0.526% | |
| 4/10/2025 | Key Client Fiduciary Advisors LLC | 7,411 | $529K | 0.2% | +21.0% | 0.021% | |
| 4/10/2025 | Accel Wealth Management | 19,400 | $1.39M | 0.5% | +12.3% | 0.056% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 17,515 | $1.28M | 0.1% | +3.7% | 0.050% | |
| 4/9/2025 | Merit Financial Group LLC | 49,610 | $3.54M | 0.1% | +14.9% | 0.142% | |
| 4/9/2025 | Flagstar Advisors Inc. | 6,794 | $485K | 0.1% | -11.1% | 0.019% | |
| 4/9/2025 | NBC Securities Inc. | 726 | $51K | 0.0% | N/A | 0.002% | |
| 4/9/2025 | Kaizen Financial Strategies | 5,804 | $415K | 0.2% | -4.8% | 0.017% | |
| 4/8/2025 | Cerro Pacific Wealth Advisors LLC | 14,338 | $1.08M | 0.4% | +193.3% | 0.041% | |
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