| 10/23/2025 | Ethos Financial Group LLC | 2,744 | $376K | 0.0% | N/A | 0.004% | |
| 10/23/2025 | Spire Wealth Management | 606 | $83K | 0.0% | -62.7% | 0.001% | |
| 10/22/2025 | Galvin Gaustad & Stein LLC | 5,580 | $766K | 0.1% | -12.9% | 0.008% | |
| 10/21/2025 | Woodward Diversified Capital LLC | 11,618 | $1.59M | 0.7% | +127.6% | 0.016% | |
| 10/21/2025 | Crowley Wealth Management Inc. | 44,870 | $6.16M | 4.9% | +3.0% | 0.062% | |
| 10/21/2025 | Discipline Wealth Solutions LLC | 9,180 | $1.26M | 0.3% | -13.9% | 0.013% | |
| 10/21/2025 | Financial Consulate Inc. | 566 | $78K | 0.0% | N/A | 0.001% | |
| 10/20/2025 | Miracle Mile Advisors LLC | 27,020 | $3.71M | 0.1% | +1.3% | 0.037% | |
| 10/20/2025 | Merit Financial Group LLC | 2,600 | $357K | 0.0% | N/A | 0.004% | |
| 10/20/2025 | Segment Wealth Management LLC | 1,697 | $233K | 0.0% | N/A | 0.002% | |
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| 10/17/2025 | Sowell Financial Services LLC | 23,861 | $3.27M | 0.1% | +0.7% | 0.033% | |
| 10/16/2025 | 180 Wealth Advisors LLC | 21,403 | $2.94M | 0.4% | -7.5% | 0.029% | |
| 10/16/2025 | Beacon Capital Management Inc. | 5,276 | $724K | 0.0% | +2,184.0% | 0.007% | |
| 10/16/2025 | HBW Advisory Services LLC | 4,334 | $595K | 0.1% | +113.1% | 0.006% | |
| 10/16/2025 | Silverleafe Capital Partners LLC | 2,261 | $310K | 0.1% | -3.3% | 0.003% | |
| 10/15/2025 | CWM LLC | 124,619 | $17.10M | 0.1% | N/A | 0.171% | |
| 10/15/2025 | Patriot Investment Management Group Inc. | 1,781 | $244K | 0.0% | N/A | 0.002% | |
| 10/15/2025 | Norden Group LLC | 3,080 | $423K | 0.0% | +2.5% | 0.004% | |
| 10/15/2025 | Brookstone Capital Management | 4,617 | $633K | 0.0% | -34.2% | 0.006% | |
| 10/15/2025 | Dale Q Rice Investment Management Ltd | 123,218 | $17.47M | 12.3% | +5.8% | 0.169% | |
| 10/15/2025 | Vontobel Holding Ltd. | 20,297 | $2.79M | 0.0% | N/A | 0.028% | |
| 10/14/2025 | Farther Finance Advisors LLC | 12,306 | $1.69M | 0.0% | +28.8% | 0.017% | |
| 10/14/2025 | CPR Investments Inc. | 3,359 | $483K | 0.3% | N/A | 0.005% | |
| 10/10/2025 | Castleview Partners LLC | 19,734 | $2.71M | 1.5% | +26.5% | 0.027% | |
| 10/10/2025 | Focus Financial Network Inc. | 299,573 | $41.10M | 1.5% | +0.1% | 0.416% | |
| 10/9/2025 | Toth Financial Advisory Corp | 152,789 | $20.96M | 2.3% | -4.8% | 0.212% | |
| 10/8/2025 | Marshall Financial Group LLC | 46,412 | $6.37M | 1.2% | -81.9% | 0.065% | |
| 10/8/2025 | Balefire LLC | 2,938 | $403K | 0.1% | -8.5% | 0.004% | |
| 10/6/2025 | PMV Capital Advisers LLC | 14,750 | $2.02M | 3.9% | +7.5% | 0.021% | |
| 10/6/2025 | Gradient Investments LLC | 3,328 | $457K | 0.0% | N/A | 0.005% | |
| 9/26/2025 | Corient Private Wealth LLC | 2,720 | $320K | 0.0% | -22.8% | 0.004% | |
| 9/19/2025 | Watts Gwilliam & Co. LLC | 35,361 | $4.16M | 0.7% | +1.3% | 0.048% | |
| 9/4/2025 | Osaic Holdings Inc. | 46,923 | $5.52M | 0.0% | -4.7% | 0.064% | |
| 9/4/2025 | Beacon Capital Management Inc. | 231 | $27K | 0.0% | N/A | 0.000% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 10,488 | $1.24M | 0.0% | +9.7% | 0.014% | |
| 8/25/2025 | BLVD Private Wealth LLC | 1,980 | $233K | 0.2% | N/A | 0.003% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 1,960 | $228K | 0.0% | N/A | 0.003% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 1,596 | $188K | 0.0% | -91.2% | 0.002% | |
| 8/15/2025 | Global View Capital Management LLC | 816,412 | $96.10M | 30.7% | +45.2% | 1.112% | |
| 8/15/2025 | Corient Private Wealth LLC | 2,720 | $320K | 0.0% | -22.8% | 0.004% | |
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| 8/15/2025 | AlpenGlobal Capital LLC | 9,678 | $1.14M | 0.7% | +13.3% | 0.013% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 10,488 | $1.24M | 0.0% | +9.7% | 0.014% | |
| 8/15/2025 | Modern Wealth Management LLC | 6,999 | $824K | 0.0% | N/A | 0.010% | |
| 8/15/2025 | Group One Trading LLC | 47,958 | $5.65M | 0.0% | +116.4% | 0.065% | |
| 8/15/2025 | Bank of America Corp DE | 6,202 | $730K | 0.0% | +181.7% | 0.008% | |
| 8/14/2025 | Quantinno Capital Management LP | 2,234 | $263K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | HUB Investment Partners LLC | 57,010 | $6.71M | 0.2% | N/A | 0.078% | |
| 8/14/2025 | Ieq Capital LLC | 19,338 | $2.28M | 0.0% | +24.3% | 0.026% | |
| 8/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 4,080 | $480K | 0.1% | -3.8% | 0.006% | |
| 8/13/2025 | StoneX Group Inc. | 2,655 | $313K | 0.0% | N/A | 0.004% | |
| 8/13/2025 | Flow Traders U.S. LLC | 4,604 | $542K | 0.0% | -87.9% | 0.006% | |
| 8/13/2025 | GeoWealth Management LLC | 12,256 | $1.44M | 0.1% | -15.9% | 0.017% | |
| 8/13/2025 | Van Hulzen Asset Management LLC | 3,600 | $424K | 0.0% | N/A | 0.005% | |
| 8/13/2025 | Lido Advisors LLC | 12,801 | $1.51M | 0.0% | +88.3% | 0.017% | |
| 8/13/2025 | AmeriServ Wealth Advisors | 7,577 | $892K | 0.4% | -34.7% | 0.010% | |
| 8/13/2025 | Quadrature Capital Ltd | 339,321 | $39.93M | 0.7% | N/A | 0.462% | |
| 8/13/2025 | Virtue Capital Management LLC | 5,548 | $653K | 0.1% | N/A | 0.008% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 322 | $38K | 0.0% | N/A | 0.000% | |
| 8/13/2025 | Safe Harbor Fiduciary LLC | 2,481 | $292K | 0.3% | +3.5% | 0.003% | |
| 8/12/2025 | Manchester Capital Management LLC | 1,000 | $118K | 0.0% | N/A | 0.001% | |
| 8/12/2025 | WealthBridge Capital Management LLC | 4,423 | $521K | 0.1% | N/A | 0.006% | |
| 8/12/2025 | JPMorgan Chase & Co. | 11,714 | $1.38M | 0.0% | +41,735.7% | 0.016% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 1,832 | $216K | 0.1% | N/A | 0.002% | |
| 8/11/2025 | Wealthspire Advisors LLC | 1,804 | $212K | 0.0% | N/A | 0.002% | |
| 8/8/2025 | Creative Planning | 32,934 | $3.88M | 0.0% | -19.1% | 0.044% | |
| 8/8/2025 | WealthShield Partners LLC | 1,524 | $179K | 0.0% | N/A | 0.002% | |
| 8/8/2025 | Meridian Wealth Management LLC | 14,905 | $1.75M | 0.1% | +3.2% | 0.020% | |
| 8/8/2025 | Empower Advisory Group LLC | 4,348 | $512K | 0.0% | -51.1% | 0.006% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 9,342 | $1.10M | 0.0% | -7.1% | 0.013% | |
| 8/8/2025 | Clearstead Trust LLC | 362,025 | $42.61M | 8.1% | +1.7% | 0.488% | |
| 8/8/2025 | Capital Investment Counsel Inc | 1,890 | $222K | 0.0% | +4,100.0% | 0.003% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 22,018 | $2.59M | 0.1% | -3.6% | 0.030% | |
| 8/7/2025 | Vise Technologies Inc. | 2,681 | $316K | 0.0% | N/A | 0.004% | |
| 8/7/2025 | Allworth Financial LP | 8,132 | $957K | 0.0% | +615.2% | 0.011% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 13,116 | $1.54M | 0.2% | -2.3% | 0.018% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 16,228 | $1.91M | 1.0% | +2,153.9% | 0.022% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 44,931 | $5.29M | 0.3% | -0.7% | 0.061% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 990 | $117K | 0.0% | N/A | 0.001% | |
| 8/5/2025 | Cassaday & Co Wealth Management LLC | 10,311 | $1.21M | 0.0% | -10.1% | 0.014% | |
| 8/5/2025 | Milestone Asset Management LLC | 1,852 | $218K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | Bank of Montreal Can | 19,192 | $2.26M | 0.0% | +296.7% | 0.026% | |
| 8/5/2025 | Westwood Wealth Management | 148,615 | $17.49M | 5.9% | +7.9% | 0.200% | |
| 8/5/2025 | Prosperity Wealth Management Inc. | 25,609 | $3.01M | 1.1% | +211.7% | 0.035% | |
| 8/4/2025 | Adell Harriman & Carpenter Inc. | 6,830 | $804K | 0.1% | +8.1% | 0.009% | |
| 8/4/2025 | Keybank National Association OH | 3,414 | $402K | 0.0% | N/A | 0.005% | |
| 8/4/2025 | Spire Wealth Management | 1,624 | $191K | 0.0% | +42.0% | 0.002% | |
| 8/1/2025 | Howard Capital Management Inc. | 6,471,937 | $762.62M | 9.3% | +7,370.9% | 8.728% | |
| 8/1/2025 | Wealth Watch Advisors INC | 2,613 | $308K | 0.2% | -21.5% | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,851 | $1.98M | 0.0% | -9.9% | 0.023% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 23,135 | $2.72M | 0.4% | N/A | 0.031% | |
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| 7/30/2025 | Brookstone Capital Management | 7,020 | $826K | 0.0% | +26.4% | 0.009% | |
| 7/30/2025 | Drive Wealth Management LLC | 8,363 | $985K | 0.2% | N/A | 0.011% | |
| 7/30/2025 | Schnieders Capital Management LLC | 2,300 | $271K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 2,235 | $274K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Dale Q Rice Investment Management Ltd | 116,416 | $13.94M | 11.8% | -43.0% | 0.157% | |
| 7/28/2025 | Innova Wealth Partners | 11,582 | $1.36M | 0.8% | +45.5% | 0.016% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 1,922 | $227K | 0.0% | -63.8% | 0.003% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,494 | $294K | 0.0% | -68.6% | 0.003% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,396 | $282K | 0.0% | -4.0% | 0.003% | |
| 7/24/2025 | Zullo Investment Group Inc. | 1,800 | $212K | 0.1% | N/A | 0.002% | |