| 8/8/2025 | Kingsview Wealth Management LLC | 1,684,463 | $56.55M | 1.0% | +7.9% | 6.593% | |
| 8/8/2025 | Cetera Investment Advisers | 194,041 | $6.51M | 0.0% | +10.9% | 0.759% | |
| 8/8/2025 | Meridian Wealth Management LLC | 28,780 | $966K | 0.0% | +8.3% | 0.113% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 33,000 | $1.11M | 0.0% | +12.4% | 0.129% | |
| 8/8/2025 | Davies Financial Advisors Inc. | 299,661 | $10.06M | 7.8% | -7.6% | 1.173% | |
| 8/6/2025 | AE Wealth Management LLC | 168,804 | $5.67M | 0.0% | +4.5% | 0.661% | |
| 8/6/2025 | Wedbush Securities Inc. | 12,076 | $405K | 0.0% | -8.4% | 0.047% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 1,839,890 | $61.77M | 0.1% | +28.2% | 7.201% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 2,606 | $87K | 0.0% | +159.3% | 0.010% | |
| 8/5/2025 | Claro Advisors LLC | 28,874 | $969K | 0.2% | -11.2% | 0.113% | |
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| 8/5/2025 | Milestone Asset Management LLC | 67,307 | $2.26M | 0.5% | -1.5% | 0.263% | |
| 8/5/2025 | WorthPointe LLC | 11,480 | $385K | 0.2% | N/A | 0.045% | |
| 8/5/2025 | Lifeworks Advisors LLC | 32,070 | $1.08M | 0.2% | +1.5% | 0.126% | |
| 8/4/2025 | World Investment Advisors | 22,727 | $763K | 0.0% | -5.0% | 0.089% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 48,780 | $1.64M | 0.1% | N/A | 0.191% | |
| 8/1/2025 | GWN Securities Inc. | 50,822 | $1.71M | 0.3% | +10.8% | 0.199% | |
| 8/1/2025 | Delta Investment Management LLC | 888,058 | $29.81M | 5.7% | +5.1% | 3.476% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 378,784 | $12.69M | 0.0% | +55.4% | 1.483% | |
| 7/31/2025 | Whipplewood Advisors LLC | 50,248 | $1.69M | 0.9% | +128.3% | 0.197% | |
| 7/31/2025 | Leelyn Smith LLC | 9,505 | $319K | 0.1% | -11.9% | 0.037% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 152,964 | $5.14M | 2.9% | +2.8% | 0.599% | |
| 7/30/2025 | Freedom Investment Management Inc. | 34,554 | $1.16M | 0.1% | +1.9% | 0.135% | |
| 7/30/2025 | Brookstone Capital Management | 76,843 | $2.58M | 0.0% | -7.9% | 0.301% | |
| 7/29/2025 | Stephens Inc. AR | 153,690 | $5.16M | 0.1% | +145.5% | 0.602% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 1,552,512 | $53.28M | 1.5% | -5.3% | 6.076% | |
| 7/29/2025 | Financial Futures Ltd Liability Co. | 36,269 | $1.22M | 0.7% | -76.9% | 0.142% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 103,792 | $3.48M | 0.0% | -1.8% | 0.406% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 41,593 | $1.44M | 0.4% | +3.6% | 0.163% | |
| 7/28/2025 | Mutual Advisors LLC | 53,470 | $1.85M | 0.0% | +3.5% | 0.209% | |
| 7/28/2025 | Harbour Investments Inc. | 74,257 | $2.49M | 0.1% | -1.8% | 0.291% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 6,063 | $204K | 0.0% | N/A | 0.024% | |
| 7/25/2025 | Kellett Wealth Advisors LLC | 54,945 | $1.85M | 1.2% | -6.5% | 0.215% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 47,605 | $1.60M | 0.0% | -17.2% | 0.186% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 5,350 | $179K | 0.1% | +240.1% | 0.021% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 19,057 | $640K | 0.3% | -31.9% | 0.075% | |
| 7/25/2025 | CWM LLC | 18,711 | $628K | 0.0% | -16.5% | 0.073% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 13,116 | $440K | 0.0% | N/A | 0.051% | |
| 7/24/2025 | IFP Advisors Inc | 1,787 | $60K | 0.0% | N/A | 0.007% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 16,967 | $570K | 0.4% | N/A | 0.066% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 32,998 | $1.11M | 0.7% | +8.6% | 0.129% | |
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| 7/22/2025 | DAVENPORT & Co LLC | 8,620 | $289K | 0.0% | N/A | 0.034% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 64,547 | $2.17M | 0.6% | +15.3% | 0.253% | |
| 7/22/2025 | Simplicity Wealth LLC | 6,254 | $210K | 0.0% | N/A | 0.024% | |
| 7/22/2025 | Diligent Investors LLC | 12,540 | $421K | 0.1% | N/A | 0.049% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 46,161 | $1.55M | 0.1% | -43.8% | 0.181% | |
| 7/18/2025 | Wetzel Investment Advisors Inc. | 398,084 | $13.38M | 6.1% | +163.1% | 1.558% | |
| 7/18/2025 | Truist Financial Corp | 25,728 | $864K | 0.0% | +81.7% | 0.101% | |
| 7/17/2025 | Archford Capital Strategies LLC | 115,000 | $3.86M | 0.5% | +22.0% | 0.452% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 140,936 | $4.73M | 2.9% | -5.3% | 0.554% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 13,240 | $449K | 1.1% | -82.2% | 0.052% | |
| 7/16/2025 | Old Port Advisors | 9,845 | $330K | 0.1% | -22.1% | 0.039% | |
| 7/16/2025 | Southern Capital Advisors LLC | 17,545 | $589K | 0.3% | -9.7% | 0.069% | |
| 7/16/2025 | Castleview Partners LLC | 27,860 | $935K | 0.6% | +9.7% | 0.109% | |
| 7/15/2025 | Well Done LLC | 31,957 | $1.07M | 0.2% | N/A | 0.126% | |
| 7/14/2025 | Occidental Asset Management LLC | 8,525 | $286K | 0.0% | +8.9% | 0.034% | |
| 7/14/2025 | Southland Equity Partners LLC | 348,776 | $11.71M | 2.6% | -0.1% | 1.373% | |
| 7/11/2025 | Farther Finance Advisors LLC | 52,394 | $1.76M | 0.0% | +22.9% | 0.206% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 6,916 | $232K | 0.0% | -51.3% | 0.027% | |
| 7/10/2025 | Worth Asset Management LLC | 18,074 | $607K | 0.3% | -41.2% | 0.071% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 136,206 | $4.60M | 0.0% | +14.9% | 0.535% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 59,759 | $2.01M | 0.2% | +25.8% | 0.235% | |
| 7/10/2025 | Sovran Advisors LLC | 9,147 | $308K | 0.0% | -87.7% | 0.036% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 128,894 | $4.33M | 0.2% | +56.9% | 0.506% | |
| 7/9/2025 | Keystone Wealth Services LLC | 11,727 | $394K | 0.1% | -53.7% | 0.046% | |
| 7/9/2025 | Triumph Capital Management | 110,303 | $3.70M | 1.1% | +6.1% | 0.433% | |
| 7/9/2025 | HFG Wealth Management LLC | 153,607 | $4.82M | 2.8% | +3.3% | 0.604% | |
| 7/9/2025 | Beacon Financial Group | 96,479 | $3.24M | 0.3% | +27.3% | 0.379% | |
| 7/8/2025 | Gradient Investments LLC | 18,114 | $608K | 0.0% | N/A | 0.071% | |
| 5/27/2025 | Jacobi Capital Management LLC | 21,215 | $666K | 0.0% | -42.2% | 0.083% | |
| 5/20/2025 | Belpointe Asset Management LLC | 9,334 | $293K | 0.0% | N/A | 0.036% | |
| 5/19/2025 | Jane Street Group LLC | 21,193 | $665K | 0.0% | +194.5% | 0.082% | |
| 5/16/2025 | Prostatis Group LLC | 24,518 | $770K | 0.2% | -16.6% | 0.095% | |
| 5/16/2025 | NewEdge Advisors LLC | 144,200 | $4.53M | 0.0% | +33.3% | 0.561% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,295 | $449K | 0.0% | N/A | 0.056% | |
| 5/14/2025 | Delta Investment Management LLC | 844,945 | $26.52M | 5.4% | -6.6% | 3.288% | |
| 5/14/2025 | Luminist Capital LLC | 118,552 | $3.72M | 4.0% | +26,128.3% | 0.461% | |
| 5/14/2025 | Freedom Investment Management Inc. | 33,903 | $1.06M | 0.1% | N/A | 0.132% | |
| 5/14/2025 | Kestra Advisory Services LLC | 115,226 | $3.62M | 0.0% | +4.7% | 0.448% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 266,992 | $8.38M | 0.1% | +7.7% | 1.039% | |
| 5/12/2025 | Meridian Wealth Management LLC | 26,574 | $834K | 0.0% | +5.8% | 0.103% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 15,902 | $499K | 0.0% | -20.3% | 0.062% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 1,640,244 | $51.88M | 1.7% | +9.3% | 6.382% | |
| 5/9/2025 | West Michigan Advisors LLC | 7,373 | $232K | 0.1% | N/A | 0.029% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,435,659 | $45.07M | 0.1% | +20.0% | 5.586% | |
| 5/8/2025 | Harbour Investments Inc. | 75,628 | $2.37M | 0.1% | +158.1% | 0.311% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 6,485 | $204K | 0.0% | -24.6% | 0.027% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 29,349 | $921K | 0.0% | +119.3% | 0.121% | |
| 5/7/2025 | LPL Financial LLC | 3,757,904 | $117.96M | 0.0% | +8.1% | 15.433% | |
| 5/6/2025 | Cetera Investment Advisers | 175,043 | $5.50M | 0.0% | +69.2% | 0.719% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,197 | $351K | 0.0% | -11.3% | 0.046% | |
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| 5/6/2025 | Lifeworks Advisors LLC | 31,593 | $992K | 0.2% | N/A | 0.130% | |
| 5/6/2025 | AE Wealth Management LLC | 161,542 | $5.07M | 0.0% | +3.3% | 0.663% | |
| 5/6/2025 | Triumph Capital Management | 103,926 | $3.26M | 1.1% | +8.9% | 0.427% | |
| 5/6/2025 | Old Port Advisors | 12,645 | $397K | 0.1% | -9.5% | 0.052% | |
| 5/5/2025 | Hazlett Burt & Watson Inc. | 1,573 | $50K | 0.0% | +236.8% | 0.006% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 34,823 | $1.09M | 0.0% | -31.1% | 0.143% | |
| 5/5/2025 | Private Advisor Group LLC | 24,704 | $775K | 0.0% | N/A | 0.101% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 1,561,728 | $49.02M | 0.9% | +344.3% | 6.414% | |
| 5/2/2025 | Leelyn Smith LLC | 10,788 | $339K | 0.1% | -33.3% | 0.044% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 30,389 | $954K | 0.6% | +10.3% | 0.125% | |
