| 10/24/2025 | Axis Wealth Partners LLC | 36,482 | $1.47M | 0.9% | +9.8% | 0.035% | |
| 10/24/2025 | Heck Capital Advisors LLC | 436,869 | $17.63M | 1.4% | -5.4% | 0.439% | |
| 10/22/2025 | Spirepoint Private Client LLC | 65,754 | $2.65M | 0.3% | +1.7% | 0.066% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 470,508 | $18.99M | 0.7% | -4.3% | 0.472% | |
| 10/22/2025 | Daymark Wealth Partners LLC | 761,940 | $30.74M | 1.0% | +5.7% | 0.765% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 2,748,419 | $110.90M | 0.1% | +9.2% | 2.759% | |
| 10/21/2025 | Riverbend Wealth Management LLC | 16,222 | $655K | 0.5% | +9.6% | 0.016% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 82,524 | $3.33M | 0.2% | +2.4% | 0.083% | |
| 10/21/2025 | Amplius Wealth Advisors LLC | 1,599,668 | $64.55M | 5.6% | +4.3% | 1.606% | |
| 10/20/2025 | Balance Wealth LLC | 38,831 | $1.57M | 0.4% | -29.0% | 0.039% | |
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| 10/20/2025 | Tripletail Wealth Management LLC | 3,116 | $126K | 0.1% | N/A | 0.003% | |
| 10/17/2025 | Goldstone Financial Group LLC | 16,494 | $666K | 0.1% | N/A | 0.017% | |
| 10/17/2025 | Mattson Financial Services LLC | 63,808 | $2.58M | 0.6% | -1.4% | 0.064% | |
| 10/17/2025 | Optivise Advisory Services LLC | 34,158 | $1.38M | 0.8% | N/A | 0.034% | |
| 10/17/2025 | Archford Capital Strategies LLC | 343,872 | $13.88M | 1.7% | +27.6% | 0.346% | |
| 10/16/2025 | HBW Advisory Services LLC | 25,396 | $1.03M | 0.1% | N/A | 0.026% | |
| 10/16/2025 | John W. Brooker & Co. CPAs | 7,331 | $296K | 0.6% | N/A | 0.007% | |
| 10/16/2025 | Whitaker Myers Wealth Managers LTD. | 140,254 | $5.66M | 1.2% | N/A | 0.141% | |
| 10/15/2025 | Iams Wealth Management LLC | 5,937 | $240K | 0.1% | N/A | 0.006% | |
| 10/15/2025 | World Investment Advisors | 154,176 | $6.22M | 0.1% | +1.4% | 0.155% | |
| 10/15/2025 | DAVENPORT & Co LLC | 162,369 | $6.55M | 0.0% | +23.9% | 0.164% | |
| 10/14/2025 | Trust Co. of Vermont | 1,489 | $60K | 0.0% | N/A | 0.002% | |
| 10/14/2025 | Paladin Wealth LLC | 65,561 | $2.65M | 1.9% | +8.8% | 0.066% | |
| 10/9/2025 | Fermata Advisors LLC | 93,893 | $3.79M | 1.0% | -7.5% | 0.096% | |
| 10/8/2025 | RDA Financial Network | 102,325 | $4.13M | 1.0% | -3.0% | 0.107% | |
| 10/8/2025 | KWB Wealth | 329,896 | $12.14M | 1.3% | +39.6% | 0.346% | |
| 10/6/2025 | Gradient Investments LLC | 2,138,180 | $86.28M | 1.4% | +5.2% | 2.241% | |
| 10/6/2025 | City Center Advisors LLC | 6,059 | $244K | 0.2% | N/A | 0.006% | |
| 9/4/2025 | Osaic Holdings Inc. | 637,841 | $23.47M | 0.0% | +108.5% | 0.756% | |
| 8/29/2025 | Centaurus Financial Inc. | 385,922 | $14.20M | 0.8% | +2.6% | 0.457% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 31,536 | $1.16M | 0.1% | N/A | 0.037% | |
| 8/19/2025 | Advisory Services Network LLC | 63,469 | $2.39M | 0.0% | +8.1% | 0.075% | |
| 8/15/2025 | Brown Financial Advisors | 115,356 | $4.24M | 1.7% | -2.4% | 0.137% | |
| 8/15/2025 | MML Investors Services LLC | 374,045 | $13.76M | 0.0% | +6.4% | 0.443% | |
| 8/15/2025 | LM Advisors LLC | 40,568 | $1.49M | 0.2% | +2.6% | 0.048% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 14,303 | $526K | 0.0% | -91.1% | 0.017% | |
| 8/15/2025 | Byrne Financial Freedom LLC | 73,933 | $2.72M | 1.4% | +328.7% | 0.088% | |
| 8/15/2025 | Bank of America Corp DE | 4,425,196 | $162.80M | 0.0% | -10.1% | 5.243% | |
| 8/15/2025 | Ameriprise Financial Inc. | 12,963,845 | $476.94M | 0.1% | +22.3% | 15.360% | |
| 8/14/2025 | Graney & King LLC | 5,447 | $200K | 0.1% | +444.7% | 0.006% | |
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| 8/14/2025 | Jane Street Group LLC | 16,658,312 | $612.86M | 0.1% | +49,303.3% | 19.737% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,167,950 | $116.55M | 0.0% | +15.3% | 3.753% | |
| 8/14/2025 | Keystone Financial Services LLC | 6,698 | $246K | 0.2% | N/A | 0.008% | |
| 8/14/2025 | NewEdge Advisors LLC | 357,751 | $13.16M | 0.1% | -0.7% | 0.424% | |
| 8/14/2025 | Balance Wealth LLC | 54,725 | $2.01M | 1.2% | -81.9% | 0.065% | |
| 8/13/2025 | Marshall Wace LLP | 94,953 | $3.49M | 0.0% | N/A | 0.113% | |
| 8/13/2025 | CW Advisors LLC | 99,278 | $3.65M | 0.0% | +10.3% | 0.118% | |
| 8/13/2025 | IAG Wealth Partners LLC | 296,568 | $10.91M | 1.4% | +143.2% | 0.351% | |
| 8/13/2025 | Denver Wealth Management Inc. | 30,795 | $1.13M | 0.5% | +23.5% | 0.036% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 110,244 | $4.06M | 0.0% | -47.0% | 0.131% | |
| 8/13/2025 | Copley Financial Group Inc. | 6,643 | $244K | 0.2% | -5.6% | 0.008% | |
| 8/12/2025 | Richmond Investment Services LLC | 68,148 | $2.51M | 0.5% | +102.9% | 0.081% | |
| 8/12/2025 | Spectrum Wealth Advisory Group LLC | 837,922 | $30.83M | 14.3% | -16.5% | 0.993% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 90,084 | $3.31M | 0.0% | +13.8% | 0.107% | |
| 8/12/2025 | JPMorgan Chase & Co. | 685,926 | $25.24M | 0.0% | +8.8% | 0.813% | |
| 8/11/2025 | Western Wealth Management LLC | 110,174 | $4.05M | 0.2% | +3.0% | 0.132% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 220,971 | $8.13M | 0.0% | +173.5% | 0.265% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 29,108 | $1.07M | 0.1% | +10.7% | 0.035% | |
| 8/8/2025 | Cetera Investment Advisers | 258,054 | $9.49M | 0.0% | -24.0% | 0.310% | |
| 8/7/2025 | Allworth Financial LP | 1,961 | $72K | 0.0% | +38.4% | 0.002% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 49,943 | $1.90M | 0.2% | N/A | 0.060% | |
| 8/6/2025 | Bensler LLC | 227,616 | $8.37M | 0.9% | +3.7% | 0.273% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 2,517,266 | $92.61M | 0.1% | +77.3% | 3.019% | |
| 8/6/2025 | Three Cord True Wealth Management LLC | 523,209 | $19.25M | 14.4% | +7.6% | 0.628% | |
| 8/5/2025 | Snider Financial Group | 123,818 | $4.56M | 1.3% | N/A | 0.149% | |
| 8/5/2025 | MMA Asset Management LLC | 24,955 | $918K | 0.4% | -8.7% | 0.030% | |
| 8/5/2025 | Smith Shellnut Wilson LLC ADV | 23,069 | $849K | 0.4% | +22.9% | 0.028% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 1,533,039 | $56.40M | 5.2% | +1.4% | 1.839% | |
| 8/4/2025 | Atria Investments Inc | 190,216 | $7.00M | 0.1% | +6.2% | 0.228% | |
| 8/4/2025 | World Investment Advisors | 152,094 | $5.60M | 0.1% | -0.8% | 0.182% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 720,517 | $26.51M | 1.0% | +14.1% | 0.864% | |
| 8/1/2025 | PCA Investment Advisory Services Inc. | 17,464 | $643K | 0.3% | +24.7% | 0.021% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 22,849 | $841K | 0.0% | N/A | 0.027% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 65,696 | $2.42M | 0.0% | +14.5% | 0.079% | |
| 7/31/2025 | Leavell Investment Management Inc. | 125,694 | $4.62M | 0.2% | +39.5% | 0.151% | |
| 7/31/2025 | Mason & Associates Inc | 1,029,239 | $37.87M | 8.7% | N/A | 1.234% | |
| 7/30/2025 | KPP Advisory Services LLC | 45,678 | $1.68M | 0.3% | +196.1% | 0.055% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 39,656 | $1.46M | 0.6% | +32.3% | 0.048% | |
| 7/30/2025 | Bogart Wealth LLC | 196,458 | $7.23M | 0.3% | +7.8% | 0.236% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 1,511,634 | $55.61M | 0.8% | -1.2% | 1.813% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 8,856 | $326K | 0.0% | N/A | 0.011% | |
| 7/29/2025 | Private Trust Co. NA | 3,475 | $128K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Riverbend Wealth Management LLC | 14,803 | $545K | 0.4% | +38.6% | 0.018% | |
| 7/29/2025 | Stratos Investment Management LLC | 1,978,098 | $72.77M | 3.3% | +4.4% | 2.373% | |
| 7/29/2025 | Mattson Financial Services LLC | 64,709 | $2.38M | 0.6% | -5.5% | 0.078% | |
| 7/29/2025 | Empirical Asset Management LLC | 69,125 | $2.54M | 0.8% | +1.4% | 0.083% | |
| 7/28/2025 | Tower Wealth Partners Inc. | 492,981 | $18.14M | 10.7% | +4.0% | 0.591% | |
| 7/28/2025 | Harbour Investments Inc. | 8,201 | $302K | 0.0% | +13.1% | 0.010% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 55,103 | $2.03M | 0.0% | +62.1% | 0.066% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 90,043 | $3.31M | 2.9% | +41.3% | 0.108% | |
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| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 19,785 | $728K | 0.6% | +26.9% | 0.024% | |
| 7/23/2025 | RiverTree Advisors LLC | 8,180 | $301K | 0.2% | -5.9% | 0.010% | |
| 7/23/2025 | Drake & Associates LLC | 840,273 | $30.91M | 7.6% | +4.4% | 1.014% | |
| 7/23/2025 | Heck Capital Advisors LLC | 461,922 | $16.99M | 1.5% | N/A | 0.557% | |
| 7/22/2025 | DAVENPORT & Co LLC | 131,024 | $4.82M | 0.0% | +91.0% | 0.158% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 160,450 | $5.91M | 2.2% | +5.1% | 0.194% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 70,820 | $2.61M | 0.1% | +102.0% | 0.085% | |
| 7/18/2025 | Truist Financial Corp | 8,231 | $303K | 0.0% | +30.8% | 0.010% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,761 | $690K | 0.0% | +51.3% | 0.023% | |
| 7/17/2025 | Archford Capital Strategies LLC | 269,439 | $9.91M | 1.3% | +2.6% | 0.325% | |