| 5/2/2025 | Kingsview Wealth Management LLC | 33,339 | $1.91M | 0.0% | +75.9% | 0.049% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 51,268 | $2.94M | 2.1% | -74.5% | 0.076% | |
| 5/2/2025 | Larson Financial Group LLC | 280,702 | $16.08M | 0.8% | +64.4% | 0.414% | |
| 5/1/2025 | CWM LLC | 7,532 | $432K | 0.0% | -7.8% | 0.011% | |
| 5/1/2025 | BankPlus Trust Department | 126,087 | $7.23M | 2.4% | +3.6% | 0.186% | |
| 4/30/2025 | Cerity Partners LLC | 6,895 | $395K | 0.0% | -26.1% | 0.010% | |
| 4/30/2025 | Allworth Financial LP | 7,676 | $428K | 0.0% | -3.1% | 0.011% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 9,268 | $531K | 0.3% | -16.9% | 0.014% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 220,960 | $12.66M | 0.2% | +12.4% | 0.326% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 488,658 | $28M | 6.3% | +6.0% | 0.721% | |
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| 4/30/2025 | Interchange Capital Partners LLC | 29,809 | $1.71M | 0.5% | +1.1% | 0.044% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 18,623 | $1.07M | 0.4% | -2.7% | 0.027% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 619,743 | $35.51M | 0.0% | +5.9% | 0.914% | |
| 4/29/2025 | Chilton Capital Management LLC | 131,744 | $7.55M | 0.3% | -3.8% | 0.194% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 25,910 | $1.49M | 0.0% | +16.8% | 0.038% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 47,228 | $2.71M | 0.4% | -18.4% | 0.070% | |
| 4/28/2025 | D.A. Davidson & CO. | 34,127 | $1.96M | 0.0% | -66.0% | 0.050% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 19,845 | $1.14M | 0.2% | +3.7% | 0.029% | |
| 4/28/2025 | Private Trust Co. NA | 4,387 | $251K | 0.0% | +14.0% | 0.006% | |
| 4/28/2025 | Coastline Trust Co | 9,929 | $569K | 0.1% | -23.0% | 0.015% | |
| 4/28/2025 | DAVENPORT & Co LLC | 36,631 | $2.10M | 0.0% | +1.4% | 0.054% | |
| 4/25/2025 | Hixon Zuercher LLC | 122,626 | $7.03M | 2.5% | N/A | 0.181% | |
| 4/25/2025 | Keystone Financial Services LLC | 44,859 | $2.57M | 2.2% | +23.9% | 0.066% | |
| 4/25/2025 | Enzi Wealth | 611,312 | $34.12M | 13.8% | +3.6% | 0.902% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 24,934 | $1.43M | 1.0% | +8.3% | 0.037% | |
| 4/24/2025 | Golden State Wealth Management LLC | 593 | $34K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 14,596 | $836K | 0.1% | +1.8% | 0.022% | |
| 4/23/2025 | KPP Advisory Services LLC | 239,946 | $13.75M | 2.5% | +2.6% | 0.354% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 32,196 | $1.85M | 0.1% | -2.6% | 0.048% | |
| 4/23/2025 | Perigon Wealth Management LLC | 23,058 | $1.32M | 0.0% | -92.3% | 0.034% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 2,456 | $141K | 0.0% | +123.3% | 0.004% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,186 | $68K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | DORVAL Corp | 37,072 | $2.23M | 0.9% | +1.7% | 0.055% | |
| 4/23/2025 | International Assets Investment Management LLC | 37,424 | $2.14M | 0.1% | +5.7% | 0.055% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 6,663 | $382K | 0.1% | +4.8% | 0.010% | |
| 4/23/2025 | Valmark Advisers Inc. | 37,658 | $2.16M | 0.0% | -3.2% | 0.056% | |
| 4/22/2025 | FMA Wealth Management LLC | 83,453 | $5.03M | 3.9% | -1.0% | 0.123% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 358,481 | $20.54M | 0.1% | -17.1% | 0.529% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 7,131 | $375K | 0.2% | -3.0% | 0.011% | |
| 4/22/2025 | Synergy Asset Management LLC | 6,256 | $358K | 0.0% | -50.0% | 0.009% | |
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| 4/22/2025 | Hill Island Financial LLC | 23,359 | $1.34M | 0.4% | -95.3% | 0.034% | |
| 4/22/2025 | Advisor Resource Council | 3,574 | $205K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | Avior Wealth Management LLC | 4,531 | $260K | 0.0% | -23.2% | 0.007% | |
| 4/21/2025 | ERn Financial LLC | 218,218 | $12.50M | 2.0% | -11.1% | 0.322% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,044 | $857K | 0.1% | +28.8% | 0.022% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 16,858 | $966K | 0.1% | -8.8% | 0.025% | |
| 4/17/2025 | Vicus Capital | 7,549 | $433K | 0.0% | -43.0% | 0.011% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,129 | $351K | 0.0% | +17.6% | 0.009% | |
| 4/17/2025 | Good Life Advisors LLC | 47,146 | $2.70M | 0.2% | +5.6% | 0.070% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 414,074 | $23.73M | 0.8% | +11.2% | 0.611% | |
| 4/16/2025 | IAG Wealth Partners LLC | 70,892 | $4.06M | 0.6% | -26.2% | 0.105% | |
| 4/16/2025 | Sanchez Wealth Management Group | 227,393 | $13.03M | 3.5% | +2.1% | 0.335% | |
| 4/15/2025 | Baker Ellis Asset Management LLC | 208,563 | $11.95M | 1.7% | -1.0% | 0.308% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 32,687 | $1.87M | 0.1% | -13.9% | 0.048% | |
| 4/15/2025 | Simplicity Wealth LLC | 17,741 | $1.02M | 0.1% | N/A | 0.026% | |
| 4/14/2025 | Farther Finance Advisors LLC | 19,836 | $1.14M | 0.0% | +6,079.4% | 0.029% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 94,820 | $5.43M | 0.7% | -11.7% | 0.140% | |
| 4/11/2025 | Magnus Financial Group LLC | 25,380 | $1.45M | 0.1% | +1.4% | 0.037% | |
| 4/11/2025 | Choice Wealth Advisors LLC | 199,470 | $11.43M | 6.0% | +1.5% | 0.294% | |
| 4/10/2025 | Key Client Fiduciary Advisors LLC | 9,994 | $573K | 0.3% | -17.0% | 0.015% | |
| 4/10/2025 | Granite Bay Wealth Management LLC | 112,588 | $6.45M | 2.2% | +2.1% | 0.166% | |
| 4/10/2025 | Financial Management Professionals Inc. | 831,001 | $47.62M | 6.1% | +4.3% | 1.224% | |
| 4/10/2025 | Iams Wealth Management LLC | 6,257 | $359K | 0.2% | +14.3% | 0.009% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 616,916 | $35.35M | 3.7% | +10.1% | 0.909% | |
| 4/10/2025 | Smith Anglin Financial LLC | 37,872 | $2.17M | 0.2% | -79.6% | 0.056% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 23,011 | $1.32M | 0.6% | +3.5% | 0.034% | |
| 4/9/2025 | Flagstar Advisors Inc. | 47,501 | $2.72M | 0.7% | -1.1% | 0.070% | |
| 4/9/2025 | Quad Cities Investment Group LLC | 7,548 | $433K | 0.2% | -8.2% | 0.011% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 107,947 | $6.19M | 0.5% | -12.5% | 0.159% | |
| 3/14/2025 | Keystone Financial Services LLC | 36,204 | $2.16M | 2.0% | N/A | 0.053% | |
| 3/10/2025 | SpringVest Wealth Management LLC | 24,369 | $1.46M | 1.2% | N/A | 0.036% | |
| 2/24/2025 | Liberty Square Wealth Partners LLC | 19,136 | $1.18M | 0.4% | N/A | 0.028% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 112,069 | $6.69M | 0.1% | +578.1% | 0.165% | |
| 2/24/2025 | Ameriflex Group Inc. | 2,706 | $169K | 0.1% | N/A | 0.004% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 10,172 | $608K | 0.0% | -4.2% | 0.015% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 701 | $42K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Visionary Wealth Advisors | 6,075 | $363K | 0.0% | N/A | 0.009% | |
| 2/17/2025 | Royal Bank of Canada | 1,474,446 | $88.07M | 0.0% | +2.0% | 2.201% | |
| 2/17/2025 | Focus Partners Wealth | 869,944 | $51.96M | 0.1% | -2.5% | 1.299% | |
| 2/17/2025 | EPG Wealth Management LLC | 13,235 | $791K | 0.2% | -1.5% | 0.020% | |
| 2/17/2025 | CoreCap Advisors LLC | 5,675 | $339K | 0.0% | +1,754.6% | 0.008% | |
| 2/17/2025 | Cresset Asset Management LLC | 4,876 | $291K | 0.0% | -50.5% | 0.007% | |
| 2/17/2025 | Cambridge Investment Research Advisors Inc. | 432,361 | $25.83M | 0.1% | -4.4% | 0.646% | |
| 2/17/2025 | Cetera Investment Advisers | 710,940 | $42.46M | 0.1% | +5.4% | 1.061% | |
| 2/17/2025 | Citadel Advisors LLC | 11,526 | $688K | 0.0% | +7.8% | 0.017% | |
| 2/17/2025 | Captrust Financial Advisors | 106,775 | $6.38M | 0.0% | -8.6% | 0.159% | |
| 2/17/2025 | Bank of America Corp DE | 1,010,745 | $60.37M | 0.0% | +0.3% | 1.509% | |
| 2/17/2025 | Ameriprise Financial Inc. | 4,975,687 | $297.30M | 0.1% | -6.7% | 7.429% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 11,151 | $666K | 0.3% | -80.8% | 0.017% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 22,044 | $1.32M | 0.0% | -28.3% | 0.033% | |
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| 2/14/2025 | Jane Street Group LLC | 37,892 | $2.26M | 0.0% | N/A | 0.057% | |
| 2/14/2025 | Comerica Bank | 24,998 | $1.49M | 0.0% | -2.9% | 0.037% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 3,339,112 | $199.45M | 0.2% | -7.8% | 4.985% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 7,850 | $469K | 0.0% | +15.4% | 0.012% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,286 | $77K | 0.1% | N/A | 0.002% | |
| 2/14/2025 | Betterment LLC | 21,067 | $1.26M | 0.0% | -6.4% | 0.031% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 163,383 | $9.76M | 0.1% | +0.2% | 0.244% | |
| 2/14/2025 | MGO One Seven LLC | 41,264 | $2.47M | 0.1% | +48.3% | 0.062% | |
| 2/14/2025 | Susquehanna International Group LLP | 26,044 | $1.56M | 0.0% | +4.6% | 0.039% | |
| 2/14/2025 | Stifel Financial Corp | 96,036 | $5.74M | 0.0% | +2.7% | 0.143% | |
