| 5/9/2025 | Earned Wealth Advisors LLC | 183,560 | $5.24M | 1.2% | N/A | 1.084% | |
| 5/8/2025 | IFG Advisory LLC | 22,200 | $634K | 0.0% | +2.7% | 0.131% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 11,497 | $328K | 0.1% | +45.1% | 0.068% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 102,862 | $2.94M | 0.1% | +59.3% | 0.608% | |
| 5/7/2025 | LPL Financial LLC | 366,014 | $10.45M | 0.0% | -18.1% | 2.161% | |
| 5/7/2025 | First Heartland Consultants Inc. | 261,690 | $7.47M | 0.8% | +81.4% | 1.545% | |
| 5/6/2025 | Cetera Investment Advisers | 19,323 | $551K | 0.0% | +62.0% | 0.114% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 484,546 | $13.83M | 7.0% | +1.7% | 2.860% | |
| 5/5/2025 | Auxano Advisors LLC | 10,099 | $288K | 0.1% | -19.2% | 0.060% | |
| 5/5/2025 | Private Advisor Group LLC | 20,854 | $595K | 0.0% | -11.0% | 0.123% | |
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| 5/2/2025 | Larson Financial Group LLC | 205,693 | $5.87M | 0.3% | -15.3% | 1.214% | |
| 5/2/2025 | Apollon Wealth Management LLC | 80,804 | $2.31M | 0.1% | -14.7% | 0.477% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 30,274 | $864K | 0.2% | +4.3% | 0.179% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 49,319 | $1.41M | 0.4% | +4.5% | 0.291% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 9,444 | $270K | 0.1% | -4.9% | 0.056% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,270,049 | $36.25M | 0.0% | +5.8% | 7.497% | |
| 4/29/2025 | Bank of New York Mellon Corp | 20,412 | $583K | 0.0% | +103.3% | 0.120% | |
| 4/29/2025 | Tilson Financial Group Inc. | 267,942 | $7.65M | 3.0% | +3.5% | 1.582% | |
| 4/29/2025 | Aviance Capital Partners LLC | 31,189 | $890K | 0.1% | +3.4% | 0.184% | |
| 4/28/2025 | D.A. Davidson & CO. | 1,194,795 | $34.10M | 0.3% | +5.6% | 7.053% | |
| 4/25/2025 | Sovran Advisors LLC | 7,968 | $221K | 0.0% | N/A | 0.047% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 15,196 | $434K | 0.3% | +20.5% | 0.090% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 19,721 | $563K | 0.0% | -87.6% | 0.116% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 18,543 | $529K | 0.0% | -70.6% | 0.109% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,936 | $226K | 0.0% | -95.3% | 0.047% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 16,237 | $463K | 0.0% | +20.4% | 0.096% | |
| 4/22/2025 | Illumine Investment Management LLC | 51,941 | $1.48M | 1.2% | +2.9% | 0.307% | |
| 4/22/2025 | MBE Wealth Management LLC | 86,618 | $2.47M | 1.2% | +14.3% | 0.511% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 10,148 | $290K | 0.2% | -19.7% | 0.060% | |
| 4/22/2025 | Register Financial Advisors LLC | 37,428 | $1.07M | 0.6% | +13.7% | 0.221% | |
| 4/22/2025 | Advisor Resource Council | 26,838 | $766K | 0.1% | N/A | 0.158% | |
| 4/21/2025 | United Advisor Group LLC | 26,543 | $758K | 0.2% | +27.6% | 0.157% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 13,779 | $393K | 0.0% | +16.4% | 0.081% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 65,324 | $1.86M | 0.0% | -12.5% | 0.386% | |
| 4/15/2025 | Corrigan Financial Inc. | 904,459 | $25.81M | 5.3% | +1.7% | 5.286% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 16,905 | $482K | 0.0% | -42.3% | 0.099% | |
| 4/11/2025 | Harbor Group Inc. | 299,759 | $8.56M | 1.7% | -4.8% | 1.752% | |
| 4/10/2025 | Matrix Trust Co | 50,402 | $1.44M | 0.2% | +48.5% | 0.295% | |
| 4/10/2025 | Veracity Capital LLC | 12,604 | $360K | 0.1% | -10.8% | 0.074% | |
| 4/10/2025 | Freedom Financial Partners LLC | 282,160 | $8.05M | 3.7% | +10.4% | 1.649% | |
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| 4/10/2025 | Legacy Financial Group LLC | 21,043 | $601K | 0.1% | -10.2% | 0.123% | |
| 4/9/2025 | Merit Financial Group LLC | 27,479 | $784K | 0.0% | +10.2% | 0.161% | |
| 4/8/2025 | Private Client Services LLC | 76,188 | $2.17M | 1.1% | +135.3% | 0.445% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 74,682 | $2.02M | 0.0% | +8.2% | 0.428% | |
| 2/24/2025 | United Advisor Group LLC | 20,794 | $562K | 0.1% | N/A | 0.119% | |
| 2/18/2025 | First Heartland Consultants Inc. | 144,270 | $3.90M | 0.4% | N/A | 0.724% | |
| 2/17/2025 | Visionary Wealth Advisors | 348,101 | $9.41M | 0.6% | -0.2% | 1.747% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 10,587 | $286K | 0.0% | +22.5% | 0.053% | |
| 2/17/2025 | NorthRock Partners LLC | 8,811 | $238K | 0.0% | N/A | 0.044% | |
| 2/17/2025 | Focus Partners Wealth | 235,752 | $6.41M | 0.0% | +9.7% | 1.183% | |
| 2/17/2025 | Cetera Investment Advisers | 11,930 | $322K | 0.0% | +7.6% | 0.060% | |
| 2/17/2025 | Captrust Financial Advisors | 45,926 | $1.24M | 0.0% | +2.9% | 0.230% | |
| 2/17/2025 | Bank of America Corp DE | 746,262 | $20.16M | 0.0% | -3.5% | 3.744% | |
| 2/14/2025 | Jane Street Group LLC | 28,306 | $765K | 0.0% | +109.9% | 0.142% | |
| 2/14/2025 | Betterment LLC | 11,520 | $311K | 0.0% | +3.5% | 0.058% | |
| 2/14/2025 | Capital Analysts LLC | 1,120,029 | $30.26M | 1.2% | -0.3% | 5.620% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,429 | $282K | 0.0% | N/A | 0.052% | |
| 2/14/2025 | Curi RMB Capital LLC | 293,708 | $7.94M | 0.2% | -0.3% | 1.474% | |
| 2/13/2025 | Regal Investment Advisors LLC | 80,400 | $2.17M | 0.2% | -3.3% | 0.403% | |
| 2/13/2025 | Scotia Capital Inc. | 39,013 | $1.05M | 0.0% | +7.4% | 0.196% | |
| 2/13/2025 | Raymond James Financial Inc. | 200,355 | $5.41M | 0.0% | N/A | 1.005% | |
| 2/13/2025 | Bank of Montreal Can | 8,474 | $229K | 0.0% | -35.7% | 0.043% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,200,919 | $32.45M | 0.0% | +6.1% | 6.026% | |
| 2/13/2025 | Wells Fargo & Company MN | 534,047 | $14.43M | 0.0% | -4.9% | 2.680% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 27,370 | $740K | 0.0% | N/A | 0.137% | |
| 2/11/2025 | LPL Financial LLC | 446,975 | $12.08M | 0.0% | +21.3% | 2.243% | |
| 2/11/2025 | L.K. Benson & Company P.C. | 9,098 | $246K | 0.2% | N/A | 0.046% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 245,707 | $6.69M | 0.0% | +0.4% | 1.233% | |
| 2/10/2025 | Independent Family Office LLC | 42,296 | $1.14M | 0.6% | -72.4% | 0.212% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 159,334 | $4.31M | 0.3% | +2.0% | 0.799% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 308,329 | $8.33M | 1.9% | +6.3% | 1.547% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 16,302 | $440K | 0.0% | -12.4% | 0.082% | |
| 2/10/2025 | HBK Sorce Advisory LLC | 63,074 | $1.70M | 0.1% | -5.3% | 0.316% | |
| 2/7/2025 | HighTower Advisors LLC | 308,468 | $8.34M | 0.0% | +0.4% | 1.548% | |
| 2/7/2025 | Tilson Financial Group Inc. | 258,853 | $7.00M | 2.9% | +2.5% | 1.299% | |
| 2/7/2025 | Horan Securities Inc. | 39,937 | $1.08M | 0.4% | +6.7% | 0.200% | |
| 2/7/2025 | Larson Financial Group LLC | 242,987 | $6.57M | 0.3% | +173.7% | 1.219% | |
| 2/7/2025 | Aviance Capital Partners LLC | 30,159 | $815K | 0.1% | -1.5% | 0.151% | |
| 2/6/2025 | Raymond James Financial Inc. | 200,355 | $5.41M | 0.0% | N/A | 1.005% | |
| 2/6/2025 | Atria Investments Inc | 63,613 | $1.72M | 0.0% | N/A | 0.319% | |
| 2/6/2025 | Auxano Advisors LLC | 12,494 | $338K | 0.1% | -60.8% | 0.063% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 2,459 | $66K | 0.0% | N/A | 0.012% | |
| 2/6/2025 | Jones Financial Companies Lllp | 988 | $27K | 0.0% | +751.7% | 0.005% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 2,504 | $67K | 0.0% | N/A | 0.013% | |
| 2/5/2025 | Illumine Investment Management LLC | 50,486 | $1.36M | 1.1% | N/A | 0.253% | |
| 2/4/2025 | Bank of New York Mellon Corp | 10,039 | $271K | 0.0% | N/A | 0.050% | |
| 2/4/2025 | New England Capital Financial Advisors LLC | 476,456 | $12.87M | 6.3% | +119,914.1% | 2.391% | |
| 2/3/2025 | Private Advisor Group LLC | 23,424 | $633K | 0.0% | -20.7% | 0.118% | |
| 2/3/2025 | Pasadena Private Wealth LLC | 7,923 | $214K | 0.0% | +13.3% | 0.040% | |
| 1/31/2025 | Cornerstone Advisors Asset Management LLC | 53,336 | $1.44M | 0.3% | +10.4% | 0.268% | |
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| 1/31/2025 | D.A. Davidson & CO. | 1,130,994 | $30.56M | 0.2% | +5.7% | 5.675% | |
| 1/31/2025 | Sanctuary Advisors LLC | 40,748 | $1.14M | 0.0% | +17.6% | 0.204% | |
| 1/30/2025 | Catalyst Financial Partners LLC | 29,017 | $784K | 0.1% | +10.8% | 0.146% | |
| 1/28/2025 | Apollon Wealth Management LLC | 94,703 | $2.56M | 0.1% | -8.4% | 0.475% | |
| 1/28/2025 | Shepherd Financial Partners LLC | 9,514 | $257K | 0.0% | -16.0% | 0.048% | |
| 1/27/2025 | Trilogy Capital Inc. | 411,455 | $11.12M | 0.6% | +0.3% | 2.065% | |
| 1/23/2025 | Barnes Pettey Financial Advisors LLC | 12,609 | $341K | 0.3% | +9.1% | 0.063% | |
| 1/23/2025 | Hantz Financial Services Inc. | 2,012,147 | $54.37M | 0.9% | +0.6% | 10.096% | |
| 1/22/2025 | MBE Wealth Management LLC | 75,764 | $2.05M | 1.2% | -13.8% | 0.380% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 8,020 | $217K | 0.1% | -96.7% | 0.040% | |
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