| 6/3/2025 | Invst LLC | 10,924 | $329K | 0.0% | N/A | 0.021% | |
| 6/2/2025 | Modern Wealth Management LLC | 629,455 | $18.97M | 0.6% | +0.2% | 1.203% | |
| 5/28/2025 | Wealth Management Associates Inc. | 6,755 | $204K | 0.1% | N/A | 0.013% | |
| 5/20/2025 | Focus Partners Wealth | 21,672 | $653K | 0.0% | N/A | 0.041% | |
| 5/16/2025 | Faithward Advisors LLC | 107,417 | $3.24M | 0.6% | +13.0% | 0.205% | |
| 5/16/2025 | Merk Investments LLC | 12,794 | $386K | 0.2% | -35.3% | 0.024% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 26,838 | $809K | 0.2% | +7.5% | 0.051% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 8,084 | $244K | 0.1% | -21.5% | 0.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 19,293 | $581K | 0.0% | +22.2% | 0.037% | |
| 5/15/2025 | Northstar Financial Companies Inc. | 16,171 | $487K | 0.5% | -3.9% | 0.031% | |
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| 5/14/2025 | Ieq Capital LLC | 18,559 | $559K | 0.0% | N/A | 0.035% | |
| 5/14/2025 | CreativeOne Wealth LLC | 49,616 | $1.50M | 0.0% | +325.6% | 0.095% | |
| 5/14/2025 | Warwick Investment Management Inc. | 50,861 | $1.53M | 0.3% | -6.6% | 0.097% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 195,160 | $5.88M | 2.4% | -0.6% | 0.373% | |
| 5/14/2025 | Comerica Bank | 40,639 | $1.23M | 0.0% | +2.8% | 0.078% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 9,651 | $291K | 0.1% | N/A | 0.018% | |
| 5/14/2025 | Cadence Bank | 9,323 | $281K | 0.0% | -9.1% | 0.018% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,069 | $32K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,513 | $76K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Capital Wealth Alliance LLC | 148,272 | $4.47M | 2.7% | -0.7% | 0.283% | |
| 5/13/2025 | Raymond James Financial Inc. | 571,970 | $17.24M | 0.0% | +0.4% | 1.093% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,702 | $51K | 0.1% | N/A | 0.003% | |
| 5/13/2025 | HighTower Advisors LLC | 363,803 | $10.97M | 0.0% | +3.7% | 0.695% | |
| 5/12/2025 | Benjamin Edwards Inc. | 7,239 | $218K | 0.0% | N/A | 0.014% | |
| 5/12/2025 | Sloy Dahl & Holst LLC | 37,860 | $1.14M | 0.2% | +25.2% | 0.073% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 12,575 | $409K | 0.0% | +15.8% | 0.024% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,950 | $631K | 0.0% | N/A | 0.041% | |
| 5/9/2025 | Plan Group Financial LLC | 83,500 | $2.52M | 0.9% | N/A | 0.162% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 15,080 | $455K | 0.0% | -45.8% | 0.029% | |
| 5/8/2025 | Harbour Investments Inc. | 3,889 | $117K | 0.0% | -12.1% | 0.008% | |
| 5/8/2025 | Lyell Wealth Management LP | 59,795 | $1.80M | 0.2% | +20.4% | 0.116% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 33,798 | $1.02M | 0.0% | +5.3% | 0.066% | |
| 5/7/2025 | LPL Financial LLC | 2,655,747 | $80.04M | 0.0% | +50.1% | 5.149% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 9,938 | $300K | 0.0% | N/A | 0.019% | |
| 5/7/2025 | HB Wealth Management LLC | 22,846 | $689K | 0.0% | N/A | 0.044% | |
| 5/6/2025 | Cetera Investment Advisers | 1,656,064 | $49.91M | 0.1% | +3.0% | 3.211% | |
| 5/6/2025 | Lifeworks Advisors LLC | 259,477 | $7.82M | 1.3% | -0.2% | 0.503% | |
| 5/5/2025 | IFP Advisors Inc | 929 | $28K | 0.0% | +87.7% | 0.002% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 33,890 | $1.02M | 0.2% | +1.0% | 0.066% | |
| 5/2/2025 | Sigma Planning Corp | 54,136 | $1.63M | 0.1% | +24.4% | 0.105% | |
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| 5/1/2025 | CWM LLC | 8,739 | $263K | 0.0% | +16.6% | 0.017% | |
| 5/1/2025 | Stephens Inc. AR | 6,775 | $204K | 0.0% | N/A | 0.013% | |
| 5/1/2025 | WESPAC Advisors LLC | 46,073 | $1.39M | 1.1% | -1.1% | 0.089% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 193,164 | $5.82M | 3.1% | -3.2% | 0.374% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 89,196 | $2.69M | 0.0% | -3.9% | 0.173% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 343,860 | $10.36M | 1.3% | -2.4% | 0.667% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 821,991 | $24.78M | 0.0% | -1.0% | 1.594% | |
| 4/29/2025 | HM Payson & Co. | 4,550 | $137K | 0.0% | -16.6% | 0.009% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 200,000 | $6.03M | 1.2% | N/A | 0.388% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 41,893 | $1.26M | 0.0% | -1.0% | 0.081% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 386,559 | $11.49M | 1.0% | +2.6% | 0.749% | |
| 4/28/2025 | Smart Money Group LLC | 207,324 | $6.25M | 5.5% | +35.5% | 0.402% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 13,668 | $412K | 0.1% | -6.5% | 0.026% | |
| 4/28/2025 | DAVENPORT & Co LLC | 11,900 | $359K | 0.0% | +4.4% | 0.023% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 10,924 | $329K | 0.0% | +69.9% | 0.021% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 246,239 | $7.42M | 0.3% | -11.7% | 0.477% | |
| 4/24/2025 | Golden State Wealth Management LLC | 7,448 | $224K | 0.0% | +8.0% | 0.014% | |
| 4/24/2025 | CWC Advisors LLC. | 36,294 | $1.09M | 0.6% | N/A | 0.070% | |
| 4/24/2025 | Money Concepts Capital Corp | 241,428 | $7.28M | 0.5% | -0.4% | 0.468% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 7,600 | $229K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | SFG Wealth Management LLC. | 96,764 | $2.92M | 1.4% | +17.8% | 0.188% | |
| 4/23/2025 | Pure Financial Advisors LLC | 8,078 | $243K | 0.0% | N/A | 0.016% | |
| 4/23/2025 | Perigon Wealth Management LLC | 7,029 | $212K | 0.0% | N/A | 0.014% | |
| 4/23/2025 | Golden State Wealth Management LLC | 14,896 | $449K | 0.0% | +115.9% | 0.029% | |
| 4/23/2025 | Sheets Smith Wealth Management | 76,141 | $2.30M | 0.3% | +58.5% | 0.148% | |
| 4/23/2025 | Valmark Advisers Inc. | 37,066 | $1.12M | 0.0% | +88.8% | 0.072% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 127,598 | $3.85M | 0.1% | +6.5% | 0.247% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 185,255 | $5.58M | 0.0% | +3.2% | 0.359% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 137,952 | $4.16M | 3.4% | +4.0% | 0.267% | |
| 4/22/2025 | Castleview Partners LLC | 85,034 | $2.56M | 1.7% | +6.2% | 0.165% | |
| 4/21/2025 | ORG Partners LLC | 12,800 | $385K | 0.1% | -2.6% | 0.025% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 386,559 | $11.49M | 1.0% | +2.6% | 0.749% | |
| 4/21/2025 | CWA Asset Management Group LLC | 7,478 | $225K | 0.0% | N/A | 0.014% | |
| 4/18/2025 | Huntleigh Advisors Inc. | 200,000 | $6.03M | 3.7% | N/A | 0.399% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 24,125 | $727K | 0.0% | N/A | 0.048% | |
| 4/17/2025 | Sowell Financial Services LLC | 6,925 | $209K | 0.0% | N/A | 0.014% | |
| 4/17/2025 | Solstein Capital LLC | 234,653 | $7.07M | 3.9% | +0.9% | 0.468% | |
| 4/17/2025 | Morton Capital Management LLC CA | 4,163,696 | $125.49M | 24.2% | -2.4% | 8.307% | |
| 4/17/2025 | North Star Investment Management Corp. | 2,000 | $60K | 0.0% | N/A | 0.004% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 713,610 | $21.51M | 0.0% | -5.6% | 1.424% | |
| 4/16/2025 | Accordant Advisory Group Inc | 275,798 | $8.31M | 8.1% | +22.2% | 0.550% | |
| 4/15/2025 | Accurate Wealth Management LLC | 11,950 | $372K | 0.1% | N/A | 0.024% | |
| 4/14/2025 | Farther Finance Advisors LLC | 68,859 | $2.07M | 0.1% | +3.4% | 0.137% | |
| 4/14/2025 | RDA Financial Network | 21,983 | $663K | 0.2% | -8.5% | 0.044% | |
| 4/11/2025 | Littlejohn Financial Services Inc. | 10,000 | $301K | 0.2% | N/A | 0.020% | |
| 4/11/2025 | Northwest Financial Advisors | 7,896 | $238K | 0.2% | N/A | 0.016% | |
| 4/10/2025 | Veracity Capital LLC | 8,952 | $270K | 0.1% | N/A | 0.018% | |
| 4/9/2025 | HBW Advisory Services LLC | 39,740 | $1.20M | 0.2% | +108.8% | 0.079% | |
| 4/9/2025 | NBC Securities Inc. | 10,116 | $304K | 0.0% | +101,060.0% | 0.020% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 755,684 | $19.12M | 0.0% | -0.1% | 1.511% | |
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| 3/12/2025 | Northstar Financial Companies Inc. | 16,833 | $426K | 0.4% | N/A | 0.034% | |
| 3/4/2025 | Dogwood Wealth Management LLC | 199,509 | $5.05M | 2.7% | +11.4% | 0.404% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 27,836 | $704K | 0.1% | +20.0% | 0.056% | |
| 2/25/2025 | Integrated Advisors Network LLC | 29,452 | $745K | 0.0% | -22.5% | 0.060% | |
| 2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 5,734 | $145K | 0.0% | +54.4% | 0.014% | |
| 2/17/2025 | Cetera Investment Advisers | 1,608,488 | $40.70M | 0.1% | +3.5% | 3.939% | |
| 2/17/2025 | Ameriprise Financial Inc. | 616,422 | $15.60M | 0.0% | +4.6% | 1.510% | |
| 2/14/2025 | Merk Investments LLC | 19,763 | $500K | 0.5% | +37.3% | 0.048% | |
| 2/14/2025 | Jane Street Group LLC | 201,440 | $5.10M | 0.0% | N/A | 0.493% | |
| 2/14/2025 | Wick Capital Partners LLC | 10,015 | $253K | 0.0% | -25.3% | 0.025% | |
