| 5/21/2025 | Geneos Wealth Management Inc. | 125,978 | $12.52M | 0.4% | +170.3% | 0.234% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,608 | $855K | 0.0% | N/A | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 37,938 | $3.77M | 0.0% | +25.9% | 0.071% | |
| 5/20/2025 | Flaharty Asset Management LLC | 5,928 | $589K | 0.1% | -9.9% | 0.011% | |
| 5/19/2025 | Jane Street Group LLC | 6,874 | $683K | 0.0% | N/A | 0.013% | |
| 5/19/2025 | SCS Capital Management LLC | 3,111 | $309K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 38,148 | $3.79M | 0.0% | -68.3% | 0.071% | |
| 5/16/2025 | Jones Financial Companies Lllp | 241,128 | $23.95M | 0.0% | +10.5% | 0.449% | |
| 5/16/2025 | Redwood Financial Network Corp | 7,675 | $762K | 0.6% | +25.5% | 0.014% | |
| 5/16/2025 | NewEdge Advisors LLC | 21,254 | $2.11M | 0.0% | +25.6% | 0.040% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 35,733 | $3.55M | 0.0% | -2.4% | 0.066% | |
| 5/16/2025 | Ancora Advisors LLC | 56,496 | $5.61M | 0.1% | -0.8% | 0.105% | |
| 5/15/2025 | Ameriflex Group Inc. | 8,785 | $873K | 0.4% | +913.3% | 0.016% | |
| 5/15/2025 | Royal Bank of Canada | 143,125 | $14.22M | 0.0% | +5.2% | 0.266% | |
| 5/15/2025 | Baird Financial Group Inc. | 12,302 | $1.22M | 0.0% | +45.5% | 0.023% | |
| 5/14/2025 | Comerica Bank | 10,056 | $999K | 0.0% | +25.3% | 0.019% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 229,702 | $22.82M | 0.0% | +30.6% | 0.427% | |
| 5/14/2025 | Kestra Advisory Services LLC | 204,129 | $20.28M | 0.1% | +40.6% | 0.380% | |
| 5/14/2025 | Ameriprise Financial Inc. | 4,214,182 | $418.80M | 0.1% | +30.4% | 7.840% | |
| 5/14/2025 | Petix & Botte Co | 59,078 | $5.87M | 1.5% | +38.3% | 0.110% | |
| 5/13/2025 | Raymond James Financial Inc. | 685,223 | $68.07M | 0.0% | +27.3% | 1.275% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 26,151 | $2.60M | 0.2% | -9.1% | 0.049% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 143,687 | $14.27M | 0.8% | +4.0% | 0.267% | |
| 5/13/2025 | Trivium Point Advisory LLC | 72,384 | $7.19M | 0.9% | +54.5% | 0.135% | |
| 5/13/2025 | Klingman & Associates LLC | 284,369 | $28.25M | 1.7% | +6.4% | 0.529% | |
| 5/12/2025 | Invesco Ltd. | 7,845,673 | $779.39M | 0.1% | +540.3% | 14.597% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 528 | $52K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 74,743 | $7.43M | 0.1% | +25.9% | 0.139% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 160,985 | $15.99M | 1.0% | +6.9% | 0.300% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 698,028 | $69.34M | 0.1% | +77.8% | 1.299% | |
| 5/8/2025 | MONECO Advisors LLC | 76,811 | $7.63M | 0.8% | +1.9% | 0.143% | |
| 5/8/2025 | Harbour Investments Inc. | 106,638 | $10.59M | 0.3% | +7.0% | 0.198% | |
| 5/8/2025 | RVW Wealth LLC | 45,567 | $4.53M | 0.4% | -8.9% | 0.085% | |
| 5/8/2025 | Arkadios Wealth Advisors | 2,377 | $236K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 139,124 | $13.82M | 0.4% | +198.6% | 0.263% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 154,187 | $15.47M | 3.9% | N/A | 0.291% | |
| 5/7/2025 | LPL Financial LLC | 4,111,859 | $408.47M | 0.2% | +2.9% | 7.768% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 2,017 | $200K | 0.0% | N/A | 0.004% | |
| 5/6/2025 | Assetmark Inc. | 427 | $42K | 0.0% | +154.2% | 0.001% | |
| 5/6/2025 | Cetera Investment Advisers | 369,329 | $36.69M | 0.1% | +55.0% | 0.698% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 162,409 | $16.13M | 0.1% | +5.5% | 0.307% | |
| 5/6/2025 | Kovack Advisors Inc. | 17,842 | $1.77M | 0.2% | +2.0% | 0.034% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 2,380 | $236K | 0.0% | N/A | 0.004% | |
| 5/6/2025 | Forge Financial Services LLC | 39,238 | $3.90M | 3.4% | -2.3% | 0.074% | |
| 5/6/2025 | AE Wealth Management LLC | 33,517 | $3.33M | 0.0% | +16.8% | 0.063% | |
| 5/6/2025 | Financial Partners Group Inc | 3,686 | $366K | 0.1% | N/A | 0.007% | |
| 5/6/2025 | Ignite Planners LLC | 17,941 | $1.75M | 0.3% | N/A | 0.034% | |
| 5/6/2025 | Obermeyer Wealth Partners | 7,362 | $731K | 0.0% | -2.0% | 0.014% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 71,919 | $7.14M | 0.1% | +15.7% | 0.136% | |
| 5/5/2025 | Private Advisor Group LLC | 146,615 | $14.57M | 0.1% | +3.8% | 0.277% | |
| 5/5/2025 | Nwam LLC | 46,739 | $4.64M | 0.4% | +5.3% | 0.088% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 46,876 | $4.66M | 0.1% | +102.7% | 0.089% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 80,370 | $7.48M | 1.6% | -14.1% | 0.152% | |
| 5/2/2025 | Landaas & Co. WI ADV | 3,595 | $357K | 0.1% | +6.1% | 0.007% | |
| 5/2/2025 | Apollon Wealth Management LLC | 9,514 | $945K | 0.0% | N/A | 0.018% | |
| 5/1/2025 | Florida Financial Advisors LLC | 2,934 | $291K | 0.1% | N/A | 0.006% | |
| 5/1/2025 | CWM LLC | 2,885 | $287K | 0.0% | +61.3% | 0.005% | |
| 5/1/2025 | TFR Capital LLC. | 84,583 | $8.40M | 3.5% | -2.8% | 0.160% | |
| 5/1/2025 | Fifth Third Securities Inc. | 8,415 | $836K | 0.1% | +43.0% | 0.016% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 12,896 | $1.28M | 1.1% | +8.6% | 0.024% | |
| 4/30/2025 | Allworth Financial LP | 2,211,381 | $213.55M | 1.2% | +0.3% | 4.178% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 59,729 | $5.93M | 0.2% | N/A | 0.113% | |
| 4/30/2025 | M&T Bank Corp | 2,731 | $271K | 0.0% | -4.6% | 0.005% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 60,397 | $6M | 0.1% | -24.6% | 0.114% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 138,787 | $13.79M | 0.0% | +113.7% | 0.262% | |
| 4/29/2025 | Chilton Capital Management LLC | 401 | $40K | 0.0% | -25.6% | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 15,494 | $1.54M | 0.0% | +100.6% | 0.029% | |
| 4/29/2025 | Bank of New York Mellon Corp | 852,081 | $84.65M | 0.0% | N/A | 1.610% | |
| 4/29/2025 | World Investment Advisors | 43,411 | $4.31M | 0.1% | +0.4% | 0.082% | |
| 4/29/2025 | Brookstone Capital Management | 40,281 | $4.00M | 0.1% | +18.0% | 0.076% | |
| 4/28/2025 | Fusion Family Wealth LLC | 1,570,573 | $156.02M | 14.3% | +7.0% | 2.967% | |
| 4/28/2025 | Mutual Advisors LLC | 2,175 | $210K | 0.0% | -4.7% | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 2,419 | $240K | 0.0% | -13.5% | 0.005% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 57,795 | $5.74M | 0.2% | -6.3% | 0.109% | |
| 4/25/2025 | Essex Financial Services Inc. | 30,992 | $3.08M | 0.2% | +9.4% | 0.059% | |
| 4/25/2025 | Sovran Advisors LLC | 2,337 | $219K | 0.0% | N/A | 0.004% | |
| 4/25/2025 | Colonial River Investments LLC | 75,127 | $7.46M | 4.1% | N/A | 0.142% | |
| 4/24/2025 | Golden State Wealth Management LLC | 16,379 | $1.63M | 0.2% | +129.4% | 0.031% | |
| 4/24/2025 | Money Concepts Capital Corp | 6,595 | $655K | 0.0% | +11.6% | 0.012% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 574 | $57K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Holistic Planning LLC | 12,581 | $1.25M | 0.4% | N/A | 0.024% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 94,227 | $8.87M | 2.8% | -48.1% | 0.178% | |
| 4/23/2025 | Western Wealth Management LLC | 66,818 | $6.64M | 0.4% | +1.5% | 0.126% | |
| 4/23/2025 | Wealth Effects LLC | 2,025 | $201K | 0.1% | N/A | 0.004% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 488 | $48K | 0.0% | -28.0% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 32,754 | $3.25M | 0.2% | +358.7% | 0.062% | |
| 4/23/2025 | Bessemer Group Inc. | 4,600 | $457K | 0.0% | -16.7% | 0.009% | |
| 4/23/2025 | E&G Advisors LP | 14,343 | $1.43M | 0.4% | +5.3% | 0.027% | |
| 4/23/2025 | Mission Hills Financial Advisory LLC | 65,949 | $6.55M | 4.5% | -1.9% | 0.125% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 21,620 | $2.15M | 0.9% | -84.6% | 0.041% | |
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| 4/23/2025 | Consolidated Portfolio Review Corp | 42,161 | $4.19M | 0.7% | +21.3% | 0.080% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 36,463 | $3.62M | 0.7% | +6.3% | 0.069% | |
| 4/23/2025 | Crewe Advisors LLC | 374 | $37K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Rodgers & Associates LTD | 22,899 | $2.28M | 0.3% | -4.3% | 0.043% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,450 | $4.91M | 0.0% | -14.0% | 0.093% | |
| 4/22/2025 | Aspire Capital Advisors LLC | 118,917 | $11.81M | 3.5% | -19.8% | 0.225% | |
| 4/22/2025 | Retirement Planning Group LLC NY | 48,852 | $4.85M | 4.9% | +8.6% | 0.092% | |
| 4/22/2025 | Denver Wealth Management Inc. | 142,149 | $14.12M | 6.4% | -2.8% | 0.269% | |
| 4/21/2025 | ERn Financial LLC | 385,849 | $38.33M | 6.1% | -3.3% | 0.729% | |
| 4/21/2025 | United Advisor Group LLC | 4,484 | $445K | 0.1% | +27.5% | 0.008% | |
