| 6/2/2025 | Modern Wealth Management LLC | 54,449 | $3.39M | 0.1% | N/A | 0.209% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 57,446 | $3.57M | 2.6% | +5.3% | 0.224% | |
| 5/23/2025 | Strategic Financial Services Inc. | 3,606,933 | $224.21M | 13.1% | +0.9% | 14.062% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 23,410 | $1.46M | 0.3% | +18.5% | 0.091% | |
| 5/20/2025 | Focus Partners Wealth | 274,170 | $17.04M | 0.0% | +1.3% | 1.069% | |
| 5/20/2025 | Integrity Alliance LLC. | 330,895 | $20.57M | 0.8% | +85.4% | 1.290% | |
| 5/19/2025 | Jane Street Group LLC | 134,442 | $8.36M | 0.0% | +769.0% | 0.524% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 29,242 | $1.82M | 0.0% | -11.0% | 0.114% | |
| 5/16/2025 | Redwood Financial Network Corp | 5,837 | $363K | 0.3% | +57.3% | 0.023% | |
| 5/16/2025 | Pacific Center for Financial Services | 403,430 | $25.08M | 6.7% | -1.0% | 1.573% | |
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| 5/16/2025 | Plancorp LLC | 15,647 | $973K | 0.0% | +63.9% | 0.061% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,719 | $1.04M | 0.0% | +20.4% | 0.065% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 152,659 | $9.49M | 0.1% | -22.0% | 0.595% | |
| 5/15/2025 | Family Office Research LLC | 193,941 | $12.06M | 5.9% | -4.5% | 0.756% | |
| 5/15/2025 | Flputnam Investment Management Co. | 6,982 | $434K | 0.0% | +27.9% | 0.027% | |
| 5/15/2025 | Royal Bank of Canada | 68,441 | $4.25M | 0.0% | +150.9% | 0.267% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 18,676 | $1.16M | 0.4% | N/A | 0.073% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 120,532 | $7.49M | 0.6% | +6.1% | 0.470% | |
| 5/14/2025 | Talisman Wealth Advisors LLC | 10,883 | $676K | 0.7% | N/A | 0.042% | |
| 5/14/2025 | Comerica Bank | 2,349 | $146K | 0.0% | +98.2% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 63,602 | $3.95M | 0.0% | +110.5% | 0.248% | |
| 5/14/2025 | Kestra Advisory Services LLC | 33,596 | $2.09M | 0.0% | +55.5% | 0.131% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 5,049 | $314K | 0.0% | -35.8% | 0.020% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,147,066 | $71.31M | 0.0% | +52.3% | 4.472% | |
| 5/14/2025 | Capital Analysts LLC | 8,443 | $525K | 0.0% | +332.1% | 0.033% | |
| 5/13/2025 | Raymond James Financial Inc. | 67,380 | $4.19M | 0.0% | +22.6% | 0.263% | |
| 5/13/2025 | DDFG Inc | 81,868 | $5.09M | 1.4% | +4.4% | 0.319% | |
| 5/13/2025 | LWM Advisory Services LLC | 17,883 | $1.11M | 0.8% | -5.6% | 0.070% | |
| 5/13/2025 | Ground Swell Capital LLC | 5,506 | $342K | 0.7% | N/A | 0.021% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 18,676 | $1.16M | 1.0% | N/A | 0.073% | |
| 5/13/2025 | Anfield Capital Management LLC | 96,473 | $6.00M | 2.2% | N/A | 0.376% | |
| 5/13/2025 | HighTower Advisors LLC | 3,579 | $222K | 0.0% | +14.7% | 0.014% | |
| 5/12/2025 | Maia Wealth LLC | 3,555 | $207K | 0.0% | N/A | 0.014% | |
| 5/12/2025 | Independent Advisor Alliance | 5,228 | $325K | 0.0% | N/A | 0.020% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 441,076 | $27.42M | 0.0% | -6.1% | 1.720% | |
| 5/9/2025 | Wealthspire Advisors LLC | 7,127 | $443K | 0.0% | -11.5% | 0.028% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,203 | $386K | 0.0% | +15.8% | 0.024% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 33,937 | $2.11M | 0.1% | +939.1% | 0.132% | |
| 5/9/2025 | Wade Financial Advisory Inc | 57,191 | $3.56M | 1.2% | -2.0% | 0.223% | |
| 5/9/2025 | Blair William & Co. IL | 6,236 | $388K | 0.0% | -5.9% | 0.024% | |
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| 5/8/2025 | Clearwater Capital Advisors LLC | 458,173 | $28.48M | 2.8% | +2.4% | 1.697% | |
| 5/8/2025 | US Bancorp DE | 24,484 | $1.52M | 0.0% | -2.3% | 0.091% | |
| 5/8/2025 | Foster & Motley Inc. | 12,094 | $752K | 0.0% | -13.7% | 0.045% | |
| 5/8/2025 | Cozad Asset Management Inc. | 61,459 | $3.82M | 0.4% | +5.1% | 0.228% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 256,326 | $15.93M | 0.3% | N/A | 0.949% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 9,779 | $632K | 0.2% | -6.3% | 0.036% | |
| 5/7/2025 | Vantage Financial Partners LLC | 10,939 | $680K | 0.2% | +131.0% | 0.041% | |
| 5/7/2025 | LPL Financial LLC | 630,872 | $39.22M | 0.0% | +31.0% | 2.337% | |
| 5/7/2025 | Denver PWM LLC | 125,466 | $7.80M | 2.8% | +10.1% | 0.465% | |
| 5/6/2025 | Westover Capital Advisors LLC | 20,351 | $1.27M | 0.3% | -1.7% | 0.075% | |
| 5/6/2025 | Cetera Investment Advisers | 233,342 | $14.51M | 0.0% | +18.1% | 0.864% | |
| 5/6/2025 | Brookwood Investment Group LLC | 4,881 | $303K | 0.1% | N/A | 0.018% | |
| 5/6/2025 | Landmark Wealth Management Inc. | 26,190 | $1.63M | 0.8% | -81.2% | 0.097% | |
| 5/6/2025 | Guidance Capital Inc. | 11,161 | $702K | 0.2% | +64.6% | 0.041% | |
| 5/6/2025 | Choreo LLC | 7,613 | $473K | 0.0% | -5.4% | 0.028% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 21,758 | $1.35M | 0.0% | +12.4% | 0.081% | |
| 5/5/2025 | BKM Wealth Management LLC | 28,371 | $1.76M | 0.7% | -4.5% | 0.105% | |
| 5/5/2025 | Private Advisor Group LLC | 182,566 | $11.35M | 0.1% | -3.9% | 0.676% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 14,733 | $916K | 0.0% | -3.4% | 0.055% | |
| 5/2/2025 | Apollon Financial LLC | 56,464 | $3.51M | 0.8% | -1.7% | 0.209% | |
| 5/2/2025 | Apollon Wealth Management LLC | 5,157 | $321K | 0.0% | -3.7% | 0.019% | |
| 5/2/2025 | Sigma Planning Corp | 6,215 | $386K | 0.0% | N/A | 0.023% | |
| 5/1/2025 | CWM LLC | 22,690 | $1.41M | 0.0% | -3.6% | 0.084% | |
| 5/1/2025 | Beirne Wealth Consulting Services LLC | 58,859 | $3.66M | 1.3% | -7.2% | 0.218% | |
| 4/30/2025 | Weil Company Inc. | 21,502 | $1.34M | 0.4% | +225.5% | 0.080% | |
| 4/30/2025 | Cerity Partners LLC | 75,477 | $4.69M | 0.0% | -1.5% | 0.280% | |
| 4/30/2025 | Phillips Financial Management LLC | 59,488 | $3.70M | 0.3% | -8.5% | 0.220% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 399,823 | $23.68M | 5.7% | +7.6% | 1.481% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 65,200 | $4.05M | 2.7% | N/A | 0.241% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 144,217 | $8.97M | 0.1% | +110.8% | 0.534% | |
| 4/30/2025 | Brown Advisory Inc. | 16,792 | $1.04M | 0.0% | -2.2% | 0.062% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 152,441 | $9.48M | 0.0% | -14.6% | 0.565% | |
| 4/29/2025 | Olde Wealth Management LLC | 566 | $35K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 6,663 | $414K | 0.0% | -4.3% | 0.025% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 4,490 | $279K | 0.1% | N/A | 0.017% | |
| 4/28/2025 | D.A. Davidson & CO. | 54,637 | $3.40M | 0.0% | +12.9% | 0.202% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 6,458 | $401K | 0.0% | +39.5% | 0.024% | |
| 4/24/2025 | Reston Wealth Management LLC | 253,513 | $15.76M | 6.4% | +1.6% | 0.939% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,418 | $88K | 0.0% | N/A | 0.005% | |
| 4/24/2025 | Tranquility Partners LLC | 3,924 | $244K | 0.1% | -5.1% | 0.015% | |
| 4/23/2025 | Perigon Wealth Management LLC | 25,087 | $1.56M | 0.0% | +27.2% | 0.093% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 279,098 | $17.35M | 0.5% | N/A | 1.034% | |
| 4/23/2025 | Spire Wealth Management | 454 | $28K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Golden State Equity Partners | 6,159 | $383K | 0.1% | N/A | 0.023% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 8,047 | $543K | 0.5% | -40.9% | 0.030% | |
| 4/23/2025 | Valmark Advisers Inc. | 365,590 | $22.73M | 0.3% | +9.4% | 1.354% | |
| 4/22/2025 | FMA Wealth Management LLC | 75,127 | $5.01M | 3.8% | -0.2% | 0.278% | |
| 4/22/2025 | Veridan Wealth LLC | 3,726 | $232K | 0.1% | -17.0% | 0.014% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 31,448 | $1.96M | 2.1% | -19.1% | 0.116% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 36,424 | $2.26M | 0.4% | +2.1% | 0.135% | |
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| 4/21/2025 | Fox Financial Inc | 282,329 | $17.55M | 16.5% | +1.2% | 1.046% | |
| 4/17/2025 | Searcy Financial Services Inc. ADV | 362,787 | $22.55M | 9.8% | +2.9% | 1.344% | |
| 4/17/2025 | QRG Capital Management Inc. | 8,131 | $505K | 0.0% | -21.8% | 0.030% | |
| 4/17/2025 | GEM Asset Management LLC | 66,970 | $4.18M | 2.3% | -5.4% | 0.248% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 20,537 | $1.28M | 0.1% | +20.5% | 0.076% | |
| 4/17/2025 | Acropolis Investment Management LLC | 837,350 | $52.05M | 3.1% | +4.6% | 3.101% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 177,718 | $11.05M | 0.2% | +27.1% | 0.658% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 27,231 | $1.69M | 0.0% | +130.0% | 0.098% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 9,229 | $574K | 0.1% | +3.4% | 0.033% | |
| 4/14/2025 | Park Avenue Securities LLC | 5,289 | $329K | 0.0% | -9.0% | 0.019% | |
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