| 6/2/2025 | Modern Wealth Management LLC | 511,520 | $19.48M | 0.6% | +335.2% | 0.670% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 55,783 | $2.12M | 0.4% | +235.1% | 0.078% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 144,895 | $5.52M | 0.2% | N/A | 0.202% | |
| 5/20/2025 | Belpointe Asset Management LLC | 27,430 | $1.05M | 0.1% | +8.4% | 0.038% | |
| 5/19/2025 | Jane Street Group LLC | 62,499 | $2.38M | 0.0% | N/A | 0.087% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 395,359 | $15.06M | 1.1% | +7.8% | 0.552% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,073 | $231K | 0.0% | -7.8% | 0.008% | |
| 5/15/2025 | Royal Bank of Canada | 73,471 | $2.80M | 0.0% | +14.7% | 0.103% | |
| 5/15/2025 | MAI Capital Management | 42,187 | $1.61M | 0.0% | +44.3% | 0.059% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 126,859 | $4.83M | 0.7% | +0.7% | 0.177% | |
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| 5/14/2025 | Comerica Bank | 6,350 | $242K | 0.0% | +15.3% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,724,187 | $65.66M | 0.1% | +25.7% | 2.408% | |
| 5/14/2025 | Haverford Trust Co | 176,103 | $6.71M | 0.1% | N/A | 0.246% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 156,086 | $5.94M | 0.4% | +76.1% | 0.218% | |
| 5/14/2025 | Kestra Advisory Services LLC | 440,814 | $16.79M | 0.1% | +7.9% | 0.616% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 15,815 | $602K | 0.4% | +3.8% | 0.022% | |
| 5/14/2025 | CW Advisors LLC | 12,467 | $476K | 0.0% | N/A | 0.017% | |
| 5/14/2025 | Capital Analysts LLC | 250,997 | $9.56M | 0.4% | +290.6% | 0.351% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 221,810 | $8.45M | 0.1% | +147.9% | 0.310% | |
| 5/13/2025 | HighTower Advisors LLC | 1,332,525 | $50.74M | 0.1% | +1,460.3% | 1.861% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,700 | $788K | 0.0% | +16.9% | 0.029% | |
| 5/12/2025 | Townsquare Capital LLC | 6,839 | $260K | 0.0% | N/A | 0.010% | |
| 5/9/2025 | Coign Capital Advisors LLC | 154,828 | $5.90M | 4.5% | +5.0% | 0.216% | |
| 5/9/2025 | Wealthspire Advisors LLC | 371,755 | $14.16M | 0.1% | +12.6% | 0.519% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 90,487 | $3.45M | 0.0% | -6.6% | 0.126% | |
| 5/9/2025 | Empire Life Investments Inc. | 205,130 | $7.81M | 0.5% | +3.3% | 0.286% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 3,750,951 | $142.84M | 0.2% | +205.7% | 5.239% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 138,551 | $5.28M | 0.0% | +62.8% | 0.194% | |
| 5/8/2025 | Harbour Investments Inc. | 77,587 | $2.95M | 0.1% | +35.2% | 0.108% | |
| 5/8/2025 | Cannon Wealth Management Services LLC | 148,736 | $5.54M | 4.9% | +6.5% | 0.208% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 166,542 | $6.34M | 0.2% | N/A | 0.233% | |
| 5/8/2025 | Cozad Asset Management Inc. | 9,343 | $356K | 0.0% | +34.5% | 0.013% | |
| 5/7/2025 | LPL Financial LLC | 132,996 | $5.06M | 0.0% | +67.3% | 0.186% | |
| 5/6/2025 | Cetera Investment Advisers | 2,794,248 | $106.41M | 0.2% | +20.9% | 4.197% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 225,030 | $8.57M | 0.1% | +87.2% | 0.338% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 109,520 | $4.17M | 1.2% | +1.9% | 0.164% | |
| 5/6/2025 | Brookwood Investment Group LLC | 9,299 | $354K | 0.1% | N/A | 0.014% | |
| 5/6/2025 | Principle Wealth Partners LLC | 11,267 | $429K | 0.0% | +50.0% | 0.017% | |
| 5/5/2025 | Kingsman Wealth Management Inc. | 21,001 | $800K | 0.6% | N/A | 0.032% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 7,232 | $275K | 0.1% | -20.3% | 0.011% | |
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| 5/5/2025 | Midwest Capital Advisors LLC | 89,992 | $3.43M | 2.1% | +13.0% | 0.135% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 82,323 | $3.14M | 0.1% | N/A | 0.124% | |
| 5/5/2025 | IFP Advisors Inc | 21,588 | $822K | 0.0% | +22.0% | 0.032% | |
| 5/5/2025 | Foundry Financial Group Inc. | 154,396 | $5.88M | 3.6% | +3.2% | 0.232% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 65,862 | $2.51M | 0.0% | +10.1% | 0.099% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 7,790 | $297K | 0.0% | +9.6% | 0.012% | |
| 5/2/2025 | Sigma Planning Corp | 71,249 | $2.71M | 0.1% | -2.6% | 0.107% | |
| 5/1/2025 | CWM LLC | 1,850,921 | $70.48M | 0.3% | +10.1% | 2.780% | |
| 5/1/2025 | Stephens Inc. AR | 12,070 | $460K | 0.0% | +2.5% | 0.018% | |
| 5/1/2025 | Northwest Capital Management Inc | 2,671 | $102K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | WESPAC Advisors LLC | 7,461 | $284K | 0.2% | N/A | 0.011% | |
| 4/30/2025 | Allworth Financial LP | 2,980 | $109K | 0.0% | +11.2% | 0.004% | |
| 4/30/2025 | Brown Advisory Inc. | 12,302 | $468K | 0.0% | N/A | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,044,169 | $39.76M | 0.0% | +140.2% | 1.568% | |
| 4/29/2025 | Bank of New York Mellon Corp | 73,278 | $2.79M | 0.0% | +11.5% | 0.110% | |
| 4/29/2025 | World Investment Advisors | 12,207 | $465K | 0.0% | +88.5% | 0.018% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 31,489 | $1.19M | 0.1% | +4.6% | 0.047% | |
| 4/28/2025 | Castle Wealth Management LLC | 135,867 | $5.17M | 2.0% | N/A | 0.204% | |
| 4/28/2025 | D.A. Davidson & CO. | 56,312 | $2.14M | 0.0% | -9.7% | 0.085% | |
| 4/28/2025 | Able Wealth Management LLC | 121,610 | $4.63M | 2.5% | +53.5% | 0.183% | |
| 4/25/2025 | Keystone Financial Services LLC | 325,530 | $12.40M | 10.5% | +7.1% | 0.489% | |
| 4/25/2025 | Trademark Financial Management LLC | 22,856 | $870K | 0.7% | N/A | 0.034% | |
| 4/25/2025 | Essex Financial Services Inc. | 62,969 | $2.40M | 0.2% | +123.7% | 0.095% | |
| 4/25/2025 | Sovran Advisors LLC | 126,964 | $4.50M | 0.6% | +15.1% | 0.191% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 7,932 | $302K | 0.0% | N/A | 0.012% | |
| 4/23/2025 | BridgePort Financial Solutions LLC | 198,467 | $7.56M | 3.4% | +2.5% | 0.298% | |
| 4/23/2025 | Embree Financial Group | 187,608 | $7.14M | 1.2% | +351.2% | 0.282% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 280,109 | $10.67M | 0.0% | +23.8% | 0.421% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 40,682 | $1.42M | 0.6% | -5.1% | 0.061% | |
| 4/22/2025 | Synergy Asset Management LLC | 53,538 | $2.04M | 0.3% | +436.9% | 0.080% | |
| 4/21/2025 | Provident Wealth Management LLC | 66,014 | $2.51M | 0.9% | -24.2% | 0.099% | |
| 4/21/2025 | ERn Financial LLC | 176,994 | $6.74M | 1.1% | +4.1% | 0.266% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 31,489 | $1.19M | 0.1% | +4.6% | 0.047% | |
| 4/18/2025 | CENTRAL TRUST Co | 102,921 | $3.92M | 0.1% | +14.1% | 0.155% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 381,012 | $14.51M | 0.0% | +76.2% | 0.572% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 17,479 | $666K | 0.0% | N/A | 0.026% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 27,605 | $1.05M | 0.0% | +17.1% | 0.041% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 1,429,509 | $54.44M | 16.8% | +17.7% | 2.147% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,080,078 | $41.13M | 0.1% | -0.7% | 1.622% | |
| 4/16/2025 | Sowa Financial Group Inc. | 491,201 | $18.71M | 12.3% | +7.2% | 0.738% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 266,905 | $10.16M | 1.4% | +11.0% | 0.401% | |
| 4/15/2025 | Integrated Advisors Network LLC | 134,817 | $5.13M | 0.3% | -2.2% | 0.202% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 34,944 | $1.33M | 0.0% | +9.0% | 0.055% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,588 | $326K | 0.0% | N/A | 0.014% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 53,853 | $2.05M | 0.3% | -51.4% | 0.085% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 30,586 | $1.17M | 0.2% | +3.5% | 0.048% | |
| 4/11/2025 | GGM Financials LLC | 59,225 | $2.26M | 1.5% | -85.6% | 0.093% | |
| 4/11/2025 | StoneCrest Wealth Management Inc. | 179,181 | $6.82M | 4.3% | +2.5% | 0.283% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 76,355 | $2.91M | 0.3% | +22.9% | 0.121% | |
| 4/11/2025 | Harbor Group Inc. | 749,153 | $28.53M | 5.7% | +112.5% | 1.183% | |
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| 4/10/2025 | Key Client Fiduciary Advisors LLC | 9,408 | $358K | 0.2% | +4.9% | 0.015% | |
| 4/10/2025 | Brand Asset Management Group Inc. | 11,824 | $450K | 0.2% | -18.9% | 0.019% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 1,883,958 | $71.74M | 7.5% | +9.0% | 2.974% | |
| 4/9/2025 | Merit Financial Group LLC | 14,285 | $544K | 0.0% | N/A | 0.023% | |
| 4/9/2025 | Cox Capital Mgt LLC | 22,779 | $867K | 0.6% | +10.2% | 0.036% | |
| 4/9/2025 | Baker Tilly Wealth Management LLC | 284,173 | $10.82M | 4.2% | +212.6% | 0.449% | |
| 4/8/2025 | IVC Wealth Advisors LLC | 182,596 | $6.95M | 3.7% | N/A | 0.288% | |
| 4/7/2025 | AdvisorNet Financial Inc | 368,300 | $14.03M | 1.0% | +42.9% | 0.581% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,088,013 | $40.39M | 0.1% | +172.8% | 1.868% | |
| 3/14/2025 | Keystone Financial Services LLC | 303,926 | $11.28M | 10.3% | N/A | 0.522% | |
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