| 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% | |
| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 2/14/2025 | Comerica Bank | 39,539 | $1M | 0.0% | +8.2% | 0.097% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 8,459 | $214K | 0.0% | -4.2% | 0.021% | |
| 2/14/2025 | Knightsbridge Asset Management LLC | 24,955 | $631K | 0.1% | -7.0% | 0.061% | |
| 2/14/2025 | Two Sigma Securities LLC | 11,462 | $290K | 0.0% | +5.0% | 0.028% | |
| 2/14/2025 | IHT Wealth Management LLC | 96,268 | $2.44M | 0.1% | -29.0% | 0.236% | |
| 2/14/2025 | Stifel Financial Corp | 44,917 | $1.14M | 0.0% | +46.7% | 0.110% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 42,329 | $1.07M | 0.0% | -6.4% | 0.104% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 1,838 | $47K | 0.0% | N/A | 0.005% | |
| 2/14/2025 | MML Investors Services LLC | 383,542 | $9.70M | 0.0% | +6.4% | 0.939% | |
| 2/14/2025 | Cadence Bank | 10,256 | $259K | 0.0% | -11.5% | 0.025% | |
| 2/13/2025 | CreativeOne Wealth LLC | 11,659 | $295K | 0.0% | N/A | 0.029% | |
| 2/13/2025 | Mariner LLC | 12,543 | $317K | 0.0% | -40.5% | 0.031% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 8,500 | $215K | 0.0% | N/A | 0.021% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 38,067 | $963K | 0.0% | +16.4% | 0.093% | |
| 2/13/2025 | Raymond James Financial Inc. | 569,649 | $14.41M | 0.0% | N/A | 1.395% | |
| 2/13/2025 | Faithward Advisors LLC | 95,024 | $2.40M | 0.4% | +18.1% | 0.233% | |
| 2/13/2025 | Advisory Services Network LLC | 127,197 | $3.22M | 0.1% | +731.5% | 0.312% | |
| 2/13/2025 | Renaissance Technologies LLC | 191,900 | $4.86M | 0.0% | +2.1% | 0.470% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 830,273 | $21.01M | 0.0% | +7.8% | 2.033% | |
| 2/13/2025 | Wells Fargo & Company MN | 4,740 | $120K | 0.0% | +55.0% | 0.012% | |
| 2/12/2025 | Pitcairn Co. | 1,542,559 | $39.03M | 2.3% | +3.8% | 3.778% | |
| 2/12/2025 | Private Portfolio Partners LLC | 30,661 | $776K | 0.1% | +3.3% | 0.075% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 8,552 | $216K | 0.0% | -40.7% | 0.021% | |
| 2/12/2025 | JPMorgan Chase & Co. | 138,636 | $3.51M | 0.0% | N/A | 0.340% | |
| 2/11/2025 | Modern Wealth Management LLC | 641,226 | $17.99M | 0.6% | +43.1% | 1.570% | |
| 2/11/2025 | LPL Financial LLC | 1,769,006 | $44.76M | 0.0% | -9.9% | 4.333% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 196,397 | $4.97M | 2.1% | +3.0% | 0.481% | |
| 2/11/2025 | Kiker Wealth Management LLC | 372,367 | $9.42M | 7.6% | N/A | 0.912% | |
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| 2/11/2025 | HUB Investment Partners LLC | 14,398 | $364K | 0.0% | -20.0% | 0.035% | |
| 2/10/2025 | Petra Financial Advisors Inc. | 132,664 | $3.36M | 2.3% | +987.2% | 0.325% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 175,308 | $4.44M | 0.0% | -2.0% | 0.429% | |
| 2/10/2025 | Farther Finance Advisors LLC | 66,578 | $1.68M | 0.1% | +43.4% | 0.163% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 28,136 | $712K | 0.0% | N/A | 0.069% | |
| 2/7/2025 | Warwick Investment Management Inc. | 54,436 | $1.38M | 0.3% | +8.3% | 0.133% | |
| 2/7/2025 | HighTower Advisors LLC | 350,731 | $8.87M | 0.0% | -0.4% | 0.859% | |
| 2/7/2025 | Guild Investment Management Inc. | 141,530 | $3.58M | 3.9% | -1.7% | 0.347% | |
| 2/7/2025 | Independent Advisor Alliance | 68,809 | $1.74M | 0.0% | N/A | 0.169% | |
| 2/7/2025 | Lifeworks Advisors LLC | 259,956 | $6.58M | 1.2% | -4.8% | 0.637% | |
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