| 8/6/2025 | AE Wealth Management LLC | 629 | $33K | 0.0% | +52.7% | 0.002% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 284,339 | $14.94M | 1.7% | +6.4% | 0.970% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 6,811 | $358K | 0.0% | +82.8% | 0.023% | |
| 8/4/2025 | Atria Investments Inc | 191,816 | $10.08M | 0.1% | +2.5% | 0.654% | |
| 8/4/2025 | Arkadios Wealth Advisors | 7,369 | $387K | 0.0% | +27.4% | 0.025% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 60,615 | $3.19M | 0.2% | -10.5% | 0.207% | |
| 8/4/2025 | L.M. Kohn & Company | 39,614 | $2.08M | 0.6% | +3.6% | 0.135% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 70,156 | $3.69M | 0.0% | +8.8% | 0.239% | |
| 7/30/2025 | KPP Advisory Services LLC | 8,298 | $436K | 0.1% | +46.9% | 0.028% | |
| 7/30/2025 | Insight Advisors LLC PA | 275,552 | $14.48M | 2.3% | +19.1% | 0.940% | |
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| 7/30/2025 | Retirement Planning Group LLC | 3,749,620 | $197.04M | 8.4% | +12.2% | 12.786% | |
| 7/30/2025 | D.A. Davidson & CO. | 13,499 | $709K | 0.0% | +7.4% | 0.046% | |
| 7/29/2025 | Empirical Asset Management LLC | 7,150 | $376K | 0.1% | N/A | 0.024% | |
| 7/28/2025 | Harbour Investments Inc. | 25,298 | $1.33M | 0.0% | +9.8% | 0.086% | |
| 7/28/2025 | RFG Advisory LLC | 35,218 | $1.85M | 0.0% | +9.0% | 0.120% | |
| 7/25/2025 | MGO One Seven LLC | 52,585 | $2.76M | 0.1% | +37.4% | 0.179% | |
| 7/25/2025 | CWM LLC | 58,666 | $3.08M | 0.0% | +1,059.6% | 0.200% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 124,271 | $6.53M | 0.1% | -8.6% | 0.424% | |
| 7/24/2025 | JNBA Financial Advisors | 525 | $28K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 225,376 | $11.84M | 4.4% | +29.3% | 0.769% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 366,689 | $19.27M | 14.6% | +17.7% | 1.250% | |
| 7/23/2025 | Elm3 Financial Group LLC | 9,009 | $473K | 0.4% | -29.5% | 0.031% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 41,449 | $2.18M | 0.7% | -2.7% | 0.141% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 951 | $50K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Smith Anglin Financial LLC | 3,394,147 | $178.36M | 16.1% | N/A | 11.624% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 5,188 | $273K | 0.1% | -91.0% | 0.018% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 168,106 | $8.83M | 4.5% | -0.9% | 0.576% | |
| 7/15/2025 | RVW Wealth LLC | 1,233,808 | $64.84M | 5.5% | +0.2% | 4.225% | |
| 7/15/2025 | tru Independence LLC | 176,087 | $9.25M | 2.7% | -0.6% | 0.603% | |
| 7/15/2025 | Farrell Financial LLC | 10,215 | $537K | 0.4% | +35.3% | 0.035% | |
| 7/14/2025 | Park Avenue Securities LLC | 10,079 | $530K | 0.0% | -2.4% | 0.035% | |
| 7/10/2025 | Trust Point Inc. | 2,629,916 | $138.20M | 13.0% | -11.6% | 9.108% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 570 | $30K | 0.0% | N/A | 0.002% | |
| 7/8/2025 | NBC Securities Inc. | 79,360 | $4.17M | 0.3% | +2.5% | 0.276% | |
| 5/19/2025 | Jane Street Group LLC | 12,132 | $533K | 0.0% | N/A | 0.051% | |
| 5/15/2025 | Royal Bank of Canada | 18,547 | $814K | 0.0% | N/A | 0.078% | |
| 5/15/2025 | TD Capital Management LLC | 24,492 | $1.08M | 0.1% | +47.6% | 0.103% | |
| 5/14/2025 | CreativeOne Wealth LLC | 27,450 | $1.21M | 0.0% | -26.8% | 0.116% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 246,654 | $10.85M | 1.0% | +22.4% | 1.039% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 191,743 | $8.42M | 0.0% | +72.3% | 0.807% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 251,239 | $11.03M | 0.1% | +20.1% | 1.058% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 355,696 | $15.62M | 2.6% | -0.5% | 1.498% | |
| 5/13/2025 | Raymond James Financial Inc. | 307,222 | $13.49M | 0.0% | +138.3% | 1.294% | |
| 5/12/2025 | Founders Financial Alliance LLC | 4,585 | $201K | 0.0% | +74.1% | 0.019% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 310,863 | $13.65M | 3.7% | +53.3% | 1.309% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,178 | $315K | 0.0% | +52.7% | 0.030% | |
| 5/9/2025 | Bravias Capital Group LLC | 12,342 | $542K | 0.4% | +57.7% | 0.052% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 7,895 | $347K | 0.0% | N/A | 0.033% | |
| 5/8/2025 | Harbour Investments Inc. | 23,041 | $1.01M | 0.0% | +63.6% | 0.097% | |
| 5/8/2025 | RVW Wealth LLC | 1,231,692 | $54.07M | 5.1% | +4.1% | 5.186% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,785 | $254K | 0.0% | N/A | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 1,550,623 | $68.07M | 0.0% | +23.5% | 7.812% | |
| 5/7/2025 | Drive Wealth Management LLC | 12,653 | $555K | 0.1% | -19.2% | 0.064% | |
| 5/6/2025 | Cetera Investment Advisers | 63,304 | $2.78M | 0.0% | -0.4% | 0.319% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,991 | $307K | 0.0% | -4.9% | 0.035% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 57,913 | $2.54M | 0.8% | -16.9% | 0.292% | |
| 5/6/2025 | Elm3 Financial Group LLC | 12,771 | $561K | 0.5% | -40.3% | 0.064% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 35,535 | $1.56M | 0.0% | +21.6% | 0.179% | |
| 5/5/2025 | Private Advisor Group LLC | 534,555 | $23.47M | 0.1% | +15.4% | 2.693% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 48,181 | $2.12M | 0.0% | +29.5% | 0.243% | |
| 5/2/2025 | Sigma Planning Corp | 9,579 | $421K | 0.0% | +9.9% | 0.048% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 4,580 | $201K | 0.0% | +7.1% | 0.023% | |
| 4/30/2025 | tru Independence LLC | 177,138 | $7.78M | 2.4% | +14.2% | 0.892% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 64,474 | $2.83M | 0.0% | +50.8% | 0.325% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 135,930 | $5.97M | 0.1% | N/A | 0.685% | |
| 4/29/2025 | Royal Harbor Partners LLC | 5,204 | $228K | 0.1% | +7.7% | 0.026% | |
| 4/28/2025 | D.A. Davidson & CO. | 12,568 | $552K | 0.0% | -25.9% | 0.063% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 5,071 | $223K | 0.0% | -15.4% | 0.026% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 174,313 | $7.65M | 3.3% | +75.0% | 0.878% | |
| 4/24/2025 | Falcon Wealth Planning | 5,396 | $237K | 0.0% | N/A | 0.027% | |
| 4/23/2025 | KPP Advisory Services LLC | 5,649 | $248K | 0.0% | +28.0% | 0.028% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,725 | $164K | 0.0% | N/A | 0.019% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 67,756 | $2.98M | 0.2% | +34.1% | 0.341% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,873 | $3.77M | 0.0% | +34.2% | 0.433% | |
| 4/21/2025 | L.M. Kohn & Company | 38,231 | $1.68M | 0.4% | +34.8% | 0.193% | |
| 4/21/2025 | United Advisor Group LLC | 5,281 | $232K | 0.0% | N/A | 0.027% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,189 | $316K | 0.0% | +9.4% | 0.036% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 6,964 | $306K | 0.0% | -6.7% | 0.035% | |
| 4/17/2025 | Trust Point Inc. | 2,974,123 | $130.56M | 11.9% | -1.4% | 14.983% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 6,350 | $279K | 0.0% | N/A | 0.032% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 20,210 | $887K | 0.0% | +119.9% | 0.102% | |
| 4/16/2025 | Farrell Financial LLC | 7,550 | $331K | 0.2% | +56.7% | 0.038% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 267,122 | $11.73M | 1.6% | +40.5% | 1.346% | |
| 4/15/2025 | Columbia Advisory Partners LLC | 311,564 | $13.68M | 11.9% | +17.3% | 1.570% | |
| 4/14/2025 | Park Avenue Securities LLC | 10,329 | $453K | 0.0% | +100.4% | 0.052% | |
| 4/11/2025 | Oxinas Partners Wealth Management LLC | 169,618 | $7.45M | 4.4% | +57.2% | 0.860% | |
| 4/11/2025 | Insight Advisors LLC PA | 231,455 | $10.16M | 1.8% | +16.7% | 1.173% | |
| 4/10/2025 | Retirement Planning Group LLC | 3,341,641 | $146.70M | 6.9% | N/A | 16.937% | |
| 4/9/2025 | RFG Advisory LLC | 32,302 | $1.42M | 0.0% | +0.9% | 0.164% | |
| 4/9/2025 | NBC Securities Inc. | 77,387 | $3.40M | 0.3% | +184,154.8% | 0.392% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,190 | $453K | 0.0% | +60.7% | 0.039% | |
| 3/14/2025 | Tableaux LLC | 8,625 | $425K | 0.4% | N/A | 0.037% | |
| 2/25/2025 | Armis Advisers LLC | 33,516 | $1.65M | 0.2% | N/A | 0.160% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,513 | $222K | 0.0% | +76.9% | 0.049% | |
| 2/17/2025 | Cetera Investment Advisers | 63,548 | $3.13M | 0.0% | +11.3% | 0.691% | |
| 2/17/2025 | Bank of America Corp DE | 624,516 | $30.76M | 0.0% | +0.8% | 6.788% | |
| 2/14/2025 | MGO One Seven LLC | 20,248 | $997K | 0.0% | N/A | 0.220% | |
| 2/14/2025 | IHT Wealth Management LLC | 15,292 | $753K | 0.0% | N/A | 0.166% | |
| 2/14/2025 | Stifel Financial Corp | 6,259 | $308K | 0.0% | -78.9% | 0.068% | |
| 2/13/2025 | Gratus Wealth Advisors LLC | 144,542 | $7.12M | 1.1% | N/A | 1.571% | |
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