| 5/2/2025 | Fortis Group Advisors LLC | 106,163 | $5.38M | 1.0% | +274.2% | 0.027% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 127,287 | $6.46M | 0.1% | -9.7% | 0.032% | |
| 5/2/2025 | Bailard Inc. | 6,907 | $350K | 0.0% | +22.7% | 0.002% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 69,626 | $3.53M | 0.8% | +13.0% | 0.018% | |
| 5/2/2025 | Allen Capital Group LLC | 316,453 | $16.05M | 1.8% | +1.9% | 0.080% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 159,160 | $8.07M | 1.7% | N/A | 0.040% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 5,359 | $272K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 7,286 | $368K | 0.0% | N/A | 0.002% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 4,196,707 | $212.82M | 15.7% | +3.5% | 1.060% | |
| 5/2/2025 | PAX Financial Group LLC | 14,758 | $748K | 0.1% | +27.8% | 0.004% | |
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| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 54,116 | $2.74M | 0.7% | -3.4% | 0.014% | |
| 5/2/2025 | Leo Wealth LLC | 26,435 | $1.34M | 0.2% | +140.7% | 0.007% | |
| 5/2/2025 | Apollon Financial LLC | 99,575 | $5.05M | 1.2% | +94.3% | 0.025% | |
| 5/2/2025 | Apollon Wealth Management LLC | 249,655 | $12.66M | 0.3% | -14.1% | 0.063% | |
| 5/2/2025 | Hohimer Wealth Management LLC | 84,489 | $4.28M | 0.8% | -6.5% | 0.021% | |
| 5/2/2025 | Bogart Wealth LLC | 685,979 | $34.79M | 1.6% | +1.3% | 0.173% | |
| 5/2/2025 | Sigma Planning Corp | 83,611 | $4.24M | 0.1% | +50.7% | 0.021% | |
| 5/2/2025 | Signaturefd LLC | 2,347,299 | $119.03M | 2.3% | N/A | 0.593% | |
| 5/2/2025 | Leelyn Smith LLC | 14,731 | $747K | 0.1% | -13.0% | 0.004% | |
| 5/1/2025 | Bleakley Financial Group LLC | 30,638 | $1.55M | 0.0% | +12.4% | 0.008% | |
| 5/1/2025 | Key Financial Inc | 8,980 | $455K | 0.1% | +120.1% | 0.002% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 23,724 | $1.20M | 0.8% | N/A | 0.006% | |
| 5/1/2025 | CWM LLC | 7,293 | $370K | 0.0% | -11.7% | 0.002% | |
| 5/1/2025 | TFR Capital LLC. | 53,954 | $2.74M | 1.1% | +391.0% | 0.014% | |
| 5/1/2025 | Stephens Inc. AR | 131,151 | $6.65M | 0.1% | +14.8% | 0.033% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 592,020 | $30.02M | 2.5% | +39.3% | 0.150% | |
| 5/1/2025 | 3EDGE Asset Management LP | 21,956 | $1.11M | 0.1% | -2.7% | 0.006% | |
| 5/1/2025 | Kathmere Capital Management LLC | 405,997 | $20.59M | 1.7% | +27.7% | 0.103% | |
| 5/1/2025 | Auour Investments LLC | 97,100 | $4.91M | 1.8% | -5.6% | 0.025% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 1,630 | $83K | 0.1% | +28.3% | 0.000% | |
| 5/1/2025 | Lane & Associates LLC | 84,630 | $4.29M | 2.3% | -0.4% | 0.021% | |
| 5/1/2025 | Park Square Financial Group LLC | 1,068 | $54K | 0.0% | -17.0% | 0.000% | |
| 5/1/2025 | SteelPeak Wealth LLC | 36,680 | $1.86M | 0.1% | +77.9% | 0.009% | |
| 5/1/2025 | Sage Rhino Capital LLC | 163,963 | $8.32M | 1.9% | -1.8% | 0.041% | |
| 5/1/2025 | Country Club Bank | 164,968 | $8.35M | 0.6% | +174.6% | 0.042% | |
| 4/30/2025 | Burford Brothers Inc. | 111,353 | $5.65M | 2.7% | +6.8% | 0.028% | |
| 4/30/2025 | Sharkey Howes & Javer | 12,177 | $617K | 0.1% | +12.7% | 0.003% | |
| 4/30/2025 | MJP Associates Inc. ADV | 412,349 | $20.91M | 3.8% | +15.9% | 0.104% | |
| 4/30/2025 | Cerity Partners LLC | 16,304 | $827K | 0.0% | -27.6% | 0.004% | |
| 4/30/2025 | Allworth Financial LP | 4,169 | $210K | 0.0% | +209.5% | 0.001% | |
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| 4/30/2025 | tru Independence LLC | 40,710 | $2.06M | 0.6% | +3.1% | 0.010% | |
| 4/30/2025 | Leavell Investment Management Inc. | 9,892 | $502K | 0.0% | -8.6% | 0.002% | |
| 4/30/2025 | Main Street Research LLC | 4,034 | $205K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 301,219 | $15.25M | 2.6% | +30.8% | 0.076% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 5,335 | $271K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Banque Pictet & Cie SA | 31,314 | $1.59M | 0.0% | N/A | 0.008% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 23,285 | $1.18M | 0.0% | -38.7% | 0.006% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 134,192 | $6.81M | 0.4% | -4.6% | 0.034% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 45,945 | $2.33M | 1.5% | +48.7% | 0.012% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 127,414 | $6.46M | 3.4% | +5.2% | 0.032% | |
| 4/30/2025 | Trek Financial LLC | 91,190 | $4.62M | 0.3% | +29.9% | 0.023% | |
| 4/30/2025 | 49 Wealth Management LLC | 632,439 | $32.07M | 3.9% | +6.8% | 0.160% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 504,334 | $25.58M | 0.4% | +42.5% | 0.127% | |
| 4/30/2025 | Stratos Investment Management LLC | 24,397 | $1.24M | 0.1% | +140.7% | 0.006% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 124,541 | $6.32M | 3.3% | +45.1% | 0.031% | |
| 4/30/2025 | Sierra Capital LLC | 6,336 | $321K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 8,404 | $426K | 0.1% | -95.9% | 0.002% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 99,630 | $5.05M | 1.0% | -16.3% | 0.025% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 344,658 | $17.48M | 0.5% | +86.9% | 0.087% | |
| 4/29/2025 | Richard Bernstein Advisors LLC | 3,473 | $176K | 0.0% | -40.2% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,731,884 | $341.37M | 0.1% | +16.4% | 1.701% | |
| 4/29/2025 | Drake & Associates LLC | 482,375 | $24.46M | 6.9% | +1.6% | 0.122% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 195,247 | $9.90M | 2.8% | +3.3% | 0.049% | |
| 4/29/2025 | Meridian Investment Counsel Inc. | 34,390 | $1.74M | 0.5% | +111.6% | 0.009% | |
| 4/29/2025 | Bolthouse Investments LLC | 47,991 | $2.43M | 2.5% | +14.3% | 0.012% | |
| 4/29/2025 | Quattro Financial Advisors LLC | 29,521 | $1.50M | 0.5% | +57,784.3% | 0.007% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 239,669 | $12.15M | 0.3% | +76.9% | 0.061% | |
| 4/29/2025 | HM Payson & Co. | 31,103 | $1.58M | 0.0% | +5.0% | 0.008% | |
| 4/29/2025 | Macroview Investment Management LLC | 52,992 | $2.69M | 2.5% | +4.6% | 0.013% | |
| 4/29/2025 | Bank of New York Mellon Corp | 596,739 | $30.26M | 0.0% | +19.1% | 0.151% | |
| 4/29/2025 | World Investment Advisors | 241,273 | $12.24M | 0.3% | +81.0% | 0.061% | |
| 4/29/2025 | Olde Wealth Management LLC | 529 | $26K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Truist Financial Corp | 2,206,241 | $111.88M | 0.2% | -0.4% | 0.557% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 62,895 | $3.19M | 0.3% | +66.1% | 0.016% | |
| 4/29/2025 | Element Wealth LLC | 32,613 | $1.65M | 0.9% | +98.7% | 0.008% | |
| 4/29/2025 | Strategic Blueprint LLC | 184,661 | $9.36M | 0.5% | +20.8% | 0.047% | |
| 4/29/2025 | Brookstone Capital Management | 1,647,997 | $83.57M | 1.2% | -3.2% | 0.416% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 99,628 | $5.05M | 0.1% | +27.6% | 0.025% | |
| 4/29/2025 | Hartline Investment Corp | 6,760 | $343K | 0.0% | -85.5% | 0.002% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 297,834 | $15.08M | 1.4% | +3.4% | 0.075% | |
| 4/29/2025 | Calamos Advisors LLC | 11,291 | $573K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | MBA Advisors LLC | 60,380 | $3.06M | 1.5% | +277.2% | 0.015% | |
| 4/28/2025 | Castle Wealth Management LLC | 16,770 | $850K | 0.3% | N/A | 0.004% | |
| 4/28/2025 | D.A. Davidson & CO. | 4,388 | $223K | 0.0% | -67.8% | 0.001% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 1,062 | $54K | 0.0% | +52.4% | 0.000% | |
| 4/28/2025 | Mutual Advisors LLC | 230,386 | $11.63M | 0.3% | +35.1% | 0.058% | |
| 4/28/2025 | Buffington Mohr McNeal | 306,263 | $15.53M | 3.1% | -0.7% | 0.077% | |
| 4/28/2025 | Able Wealth Management LLC | 9,854 | $500K | 0.3% | -25.4% | 0.002% | |
| 4/28/2025 | Sebold Capital Management Inc. | 38,695 | $1.96M | 1.3% | +39.3% | 0.010% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 28,668 | $1.45M | 0.6% | N/A | 0.007% | |
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| 4/28/2025 | Strategic Financial Concepts LLC | 7,740 | $392K | 0.1% | -8.9% | 0.002% | |
| 4/28/2025 | Novem Group | 5,966 | $303K | 0.0% | +3,142.4% | 0.002% | |
| 4/28/2025 | Weaver Consulting Group | 231,260 | $11.73M | 3.5% | +2.4% | 0.058% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 31,625 | $1.60M | 0.7% | N/A | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 9,357 | $474K | 0.0% | +3.6% | 0.002% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 60,922 | $3.09M | 0.1% | +12.9% | 0.015% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 106,035 | $5.38M | 0.6% | +1,103.0% | 0.027% | |
| 4/28/2025 | NovaPoint Capital LLC | 59,428 | $3.01M | 0.9% | +5.4% | 0.015% | |
| 4/28/2025 | Detalus Advisors LLC | 9,497 | $482K | 0.2% | -31.9% | 0.002% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 332,515 | $16.86M | 3.6% | +3.0% | 0.084% | |
