| 7/15/2025 | Main Street Group LTD | 46,503 | $2.01M | 0.7% | +30.5% | 0.135% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,591 | $242K | 0.0% | N/A | 0.016% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 20,503 | $888K | 0.7% | -21.8% | 0.060% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 207,340 | $9.41M | 0.0% | +11.0% | 0.599% | |
| 7/10/2025 | SK Wealth Management LLC | 121,756 | $5.51M | 2.4% | -22.4% | 0.352% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 8,606 | $373K | 0.0% | -59.8% | 0.025% | |
| 7/10/2025 | Sovran Advisors LLC | 44,815 | $2.02M | 0.2% | -22.7% | 0.130% | |
| 7/9/2025 | Fermata Advisors LLC | 5,533 | $240K | 0.1% | -89.9% | 0.016% | |
| 7/7/2025 | Nova Wealth Management Inc. | 2,100 | $91K | 0.1% | +481.7% | 0.006% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 11,663 | $475K | 0.3% | +4.1% | 0.033% | |
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| 6/2/2025 | Modern Wealth Management LLC | 6,767 | $275K | 0.0% | -19.4% | 0.019% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 15,423 | $628K | 0.0% | +9.7% | 0.043% | |
| 5/20/2025 | Belpointe Asset Management LLC | 20,944 | $852K | 0.0% | +21.0% | 0.058% | |
| 5/20/2025 | Focus Partners Wealth | 394,108 | $16.04M | 0.0% | +4.4% | 1.100% | |
| 5/19/2025 | Jane Street Group LLC | 43,073 | $1.75M | 0.0% | +29.3% | 0.120% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 76,685 | $3.12M | 0.2% | -5.3% | 0.214% | |
| 5/16/2025 | Jones Financial Companies Lllp | 19,289 | $785K | 0.0% | -45.9% | 0.054% | |
| 5/16/2025 | NewEdge Advisors LLC | 33,557 | $1.37M | 0.0% | +6.7% | 0.094% | |
| 5/16/2025 | Ancora Advisors LLC | 313,039 | $12.74M | 0.3% | -0.8% | 0.874% | |
| 5/15/2025 | Royal Bank of Canada | 122,906 | $5.00M | 0.0% | +27.2% | 0.343% | |
| 5/15/2025 | MAI Capital Management | 375,989 | $15.30M | 0.1% | +1.6% | 1.050% | |
| 5/15/2025 | Calton & Associates Inc. | 5,618 | $229K | 0.1% | +14.0% | 0.016% | |
| 5/14/2025 | Comerica Bank | 5,095 | $207K | 0.0% | -21.0% | 0.014% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 350,104 | $14.25M | 0.0% | +6.5% | 0.977% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,070 | $1.59M | 0.0% | -11.7% | 0.109% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,712,824 | $110.42M | 0.0% | +26.5% | 7.573% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 22,404 | $912K | 0.8% | -13.6% | 0.063% | |
| 5/14/2025 | Capital Analysts LLC | 922 | $38K | 0.0% | -28.6% | 0.003% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 27,193 | $1.11M | 0.2% | +3.9% | 0.076% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,535,709 | $62.50M | 0.0% | +3.1% | 4.287% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 13,700 | $558K | 0.0% | -7.2% | 0.038% | |
| 5/13/2025 | HighTower Advisors LLC | 26,644 | $1.08M | 0.0% | -3.2% | 0.074% | |
| 5/12/2025 | Aveo Capital Partners LLC | 8,553 | $335K | 0.1% | -54.7% | 0.024% | |
| 5/12/2025 | Potentia Wealth | 112,111 | $4.56M | 2.1% | +5.6% | 0.309% | |
| 5/9/2025 | Tidemark LLC | 2,340 | $95K | 0.0% | -75.8% | 0.006% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,800 | $521K | 0.0% | -30.2% | 0.035% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 63,646 | $2.59M | 0.2% | +0.9% | 0.176% | |
| 5/9/2025 | MWA Asset Management | 8,880 | $361K | 0.3% | +3.9% | 0.025% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 629,295 | $25.61M | 0.0% | -10.3% | 1.736% | |
| 5/8/2025 | IFG Advisory LLC | 66,482 | $2.71M | 0.1% | -1.6% | 0.183% | |
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| 5/8/2025 | MONECO Advisors LLC | 79,533 | $3.24M | 0.3% | +1.1% | 0.219% | |
| 5/8/2025 | US Bancorp DE | 41,466 | $1.69M | 0.0% | +129.1% | 0.114% | |
| 5/8/2025 | Harbour Investments Inc. | 138,742 | $5.65M | 0.2% | +29.4% | 0.383% | |
| 5/8/2025 | NorthRock Partners LLC | 1,782 | $73K | 0.0% | N/A | 0.005% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 152,537 | $6.21M | 0.1% | +42.2% | 0.421% | |
| 5/7/2025 | Vantage Financial Partners LLC | 30,187 | $1.23M | 0.3% | +9.5% | 0.083% | |
| 5/7/2025 | LPL Financial LLC | 3,164,873 | $128.81M | 0.1% | +2.0% | 8.733% | |
| 5/7/2025 | Valued Retirements Inc. | 61,671 | $2.51M | 3.3% | -28.3% | 0.170% | |
| 5/6/2025 | Cetera Investment Advisers | 177,033 | $7.21M | 0.0% | +196.7% | 0.489% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 68,785 | $2.80M | 0.0% | +7.9% | 0.190% | |
| 5/6/2025 | Guidance Capital Inc. | 27,823 | $1.11M | 0.3% | +20.4% | 0.077% | |
| 5/6/2025 | Choreo LLC | 6,419 | $261K | 0.0% | -10.3% | 0.018% | |
| 5/6/2025 | Obermeyer Wealth Partners | 18,909 | $770K | 0.0% | -10.1% | 0.052% | |
| 5/5/2025 | IFP Advisors Inc | 90,492 | $3.68M | 0.1% | +6.4% | 0.250% | |
| 5/5/2025 | OneAscent Financial Services LLC | 11,657 | $474K | 0.0% | -6.9% | 0.032% | |
| 5/5/2025 | Calton & Associates Inc. | 9,241 | $376K | 0.0% | +87.4% | 0.025% | |
| 5/5/2025 | Private Advisor Group LLC | 432,449 | $17.60M | 0.1% | -16.5% | 1.193% | |
| 5/2/2025 | Montis Financial LLC | 8,673 | $353K | 0.1% | -33.1% | 0.024% | |
| 5/2/2025 | James Investment Research Inc. | 50,302 | $2.05M | 0.3% | +1.8% | 0.139% | |
| 5/2/2025 | First Command Advisory Services Inc. | 3,567 | $145K | 0.0% | +34.4% | 0.010% | |
| 5/2/2025 | Sigma Planning Corp | 32,774 | $1.33M | 0.0% | -8.6% | 0.090% | |
| 4/30/2025 | Cerity Partners LLC | 19,581 | $797K | 0.0% | -5.0% | 0.054% | |
| 4/30/2025 | New Insight Wealth Advisors | 13,708 | $558K | 0.3% | -9.4% | 0.038% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 39,005 | $1.59M | 0.0% | -3.4% | 0.108% | |
| 4/30/2025 | Liberty One Investment Management LLC | 47,097 | $1.92M | 0.2% | -2.6% | 0.130% | |
| 4/30/2025 | Brown Advisory Inc. | 12,801 | $521K | 0.0% | +4.3% | 0.035% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 20,699 | $842K | 0.5% | -81.5% | 0.057% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 142,371 | $5.80M | 0.0% | +1.3% | 0.393% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 35,505 | $1.45M | 0.2% | +55.5% | 0.098% | |
| 4/28/2025 | Fusion Family Wealth LLC | 1,425,274 | $58.01M | 5.3% | +4.5% | 3.933% | |
| 4/28/2025 | Rovin Capital UT ADV | 12,539 | $510K | 0.2% | +9.3% | 0.035% | |
| 4/25/2025 | Kendall Capital Management | 23,650 | $963K | 0.3% | N/A | 0.065% | |
| 4/25/2025 | Sovran Advisors LLC | 57,969 | $2.15M | 0.3% | +83.9% | 0.160% | |
| 4/24/2025 | Tsfg LLC | 11,029 | $449K | 0.1% | -4.7% | 0.030% | |
| 4/23/2025 | Bessemer Group Inc. | 7,165 | $292K | 0.0% | -15.5% | 0.020% | |
| 4/22/2025 | Consolidated Planning Corp | 324,297 | $13.20M | 1.8% | -1.6% | 0.895% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 6,687 | $272K | 0.0% | +5.3% | 0.018% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 170,823 | $6.95M | 0.0% | -0.4% | 0.471% | |
| 4/22/2025 | SK Wealth Management LLC | 156,910 | $6.39M | 3.4% | -15.6% | 0.433% | |
| 4/22/2025 | Cyr Financial Inc. | 105,215 | $4.28M | 4.3% | +2.4% | 0.290% | |
| 4/22/2025 | World Equity Group Inc. | 7,209 | $293K | 0.1% | -46.7% | 0.020% | |
| 4/18/2025 | Edge Financial Advisors LLC | 26,029 | $1.06M | 0.7% | N/A | 0.067% | |
| 4/17/2025 | Copia Wealth Management | 8,960 | $365K | 0.3% | +3.9% | 0.023% | |
| 4/17/2025 | Sowell Financial Services LLC | 17,922 | $729K | 0.0% | +27.6% | 0.046% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 34,601 | $1.41M | 0.0% | -2.5% | 0.089% | |
| 4/17/2025 | CHB Investment Group LLC | 24,202 | $985K | 0.5% | +14.9% | 0.062% | |
| 4/17/2025 | Pacific Sun Financial Corp | 40,298 | $1.64M | 0.9% | +3.8% | 0.104% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 186,734 | $7.60M | 0.0% | -2.4% | 0.480% | |
| 4/16/2025 | Opinicus Capital Inc. | 36,677 | $1.49M | 1.3% | +1.2% | 0.094% | |
| 4/14/2025 | WFA Asset Management Corp | 315,667 | $13.51M | 7.9% | +43.5% | 0.812% | |
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| 4/14/2025 | KMG Fiduciary Partners LLC | 21,388 | $870K | 0.1% | -2.0% | 0.055% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 29,603 | $1.21M | 0.2% | +5.7% | 0.076% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 4,926 | $200K | 0.1% | +9.8% | 0.013% | |
| 4/11/2025 | LPF Advisors LLC | 9,871 | $402K | 0.3% | -18.0% | 0.025% | |
| 4/10/2025 | Fermata Advisors LLC | 54,725 | $2.23M | 0.4% | -35.9% | 0.141% | |
| 4/10/2025 | Cathy Pareto & Associates Inc. | 26,225 | $1.07M | 0.9% | +31.4% | 0.067% | |
| 4/10/2025 | Whipplewood Advisors LLC | 28,629 | $1.17M | 0.4% | +134.1% | 0.074% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 26,521 | $1.08M | 0.9% | -31.4% | 0.068% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 191,388 | $8.76M | 0.0% | +5.8% | 0.490% | |
| 3/6/2025 | Copia Wealth Management | 8,623 | $395K | 0.4% | N/A | 0.022% | |
