| 5/2/2025 | Sigma Planning Corp | 10,222 | $1.02M | 0.0% | -24.3% | 0.034% | |
| 5/1/2025 | Key Financial Inc | 4,700 | $469K | 0.1% | N/A | 0.016% | |
| 5/1/2025 | CWM LLC | 6,261 | $625K | 0.0% | -18.5% | 0.021% | |
| 5/1/2025 | High Note Wealth LLC | 4,996 | $499K | 0.1% | -2.8% | 0.017% | |
| 5/1/2025 | Fifth Third Securities Inc. | 19,095 | $1.91M | 0.2% | -12.8% | 0.064% | |
| 5/1/2025 | Barry Investment Advisors LLC | 6,511 | $650K | 0.2% | -4.3% | 0.022% | |
| 4/30/2025 | Allworth Financial LP | 41,477 | $3.99M | 0.0% | -29.5% | 0.138% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 12,920 | $1.29M | 0.0% | -94.4% | 0.043% | |
| 4/30/2025 | 49 Wealth Management LLC | 6,380 | $637K | 0.1% | -50.0% | 0.021% | |
| 4/30/2025 | Liberty One Investment Management LLC | 66,739 | $6.67M | 0.7% | -2.1% | 0.222% | |
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| 4/30/2025 | Brown Advisory Inc. | 11,833 | $1.18M | 0.0% | -5.3% | 0.039% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 21,880 | $2.19M | 0.1% | -25.4% | 0.073% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 80,513 | $8.04M | 2.6% | +7.8% | 0.268% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 259,480 | $25.92M | 0.0% | -17.4% | 0.863% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,769 | $476K | 0.2% | -11.4% | 0.016% | |
| 4/29/2025 | Summit Financial Consulting LLC | 3,083 | $308K | 0.3% | N/A | 0.010% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 2,795 | $279K | 0.0% | -37.3% | 0.009% | |
| 4/29/2025 | World Investment Advisors | 51,209 | $5.12M | 0.1% | +8.6% | 0.170% | |
| 4/29/2025 | Strategic Blueprint LLC | 36,716 | $3.67M | 0.2% | -19.7% | 0.122% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 21,257 | $2.11M | 0.2% | +8.9% | 0.071% | |
| 4/28/2025 | D.A. Davidson & CO. | 40,401 | $4.04M | 0.0% | +8.7% | 0.134% | |
| 4/28/2025 | Mutual Advisors LLC | 9,844 | $945K | 0.0% | -11.8% | 0.033% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 28,702 | $2.87M | 0.8% | -8.0% | 0.095% | |
| 4/28/2025 | Clark Asset Management LLC | 4,003 | $400K | 0.1% | N/A | 0.013% | |
| 4/28/2025 | Latitude Advisors LLC | 10,622 | $1.06M | 0.6% | +52.6% | 0.035% | |
| 4/28/2025 | Arlington Trust Co LLC | 600 | $60K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 133,968 | $13.38M | 11.5% | +22.2% | 0.446% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 12,257 | $1.15M | 0.4% | -3.8% | 0.041% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 4,609 | $482K | 0.0% | -73.4% | 0.015% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 2,458 | $246K | 0.2% | -90.5% | 0.008% | |
| 4/25/2025 | Sovran Advisors LLC | 71,495 | $6.62M | 0.8% | +28.3% | 0.238% | |
| 4/25/2025 | Beacon Financial Planning Inc. | 21,687 | $2.17M | 1.2% | -14.1% | 0.072% | |
| 4/24/2025 | Money Concepts Capital Corp | 70,772 | $7.07M | 0.5% | +4.7% | 0.235% | |
| 4/24/2025 | Old North State Wealth Management LLC | 2,244 | $224K | 0.1% | -8.0% | 0.007% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 17,992 | $1.80M | 0.1% | -2.2% | 0.060% | |
| 4/24/2025 | Santori & Peters Inc. | 50,192 | $5.01M | 2.0% | -2.8% | 0.167% | |
| 4/23/2025 | Wealth Management Resources Inc. | 17,752 | $1.77M | 0.6% | -25.1% | 0.059% | |
| 4/23/2025 | Nvest Financial LLC | 2,751 | $275K | 0.1% | +11.4% | 0.009% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 815 | $81K | 0.0% | -35.4% | 0.003% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 11,099 | $1.11M | 0.0% | N/A | 0.037% | |
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| 4/23/2025 | Perigon Wealth Management LLC | 33,209 | $3.32M | 0.1% | +0.6% | 0.110% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 311 | $31K | 0.0% | -36.0% | 0.001% | |
| 4/23/2025 | Spire Wealth Management | 8,664 | $865K | 0.0% | +1.9% | 0.029% | |
| 4/23/2025 | Golden State Equity Partners | 6,154 | $615K | 0.1% | -29.2% | 0.020% | |
| 4/23/2025 | International Assets Investment Management LLC | 5,072 | $507K | 0.0% | -29.1% | 0.017% | |
| 4/23/2025 | BridgePort Financial Solutions LLC | 20,820 | $2.08M | 0.9% | +3.9% | 0.069% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 9,100 | $909K | 0.4% | -65.5% | 0.030% | |
| 4/23/2025 | Eagle Strategies LLC | 58,234 | $5.82M | 1.0% | -14.4% | 0.194% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 33,354 | $3.33M | 0.1% | -8.5% | 0.111% | |
| 4/23/2025 | Continuum Advisory LLC | 2,863 | $286K | 0.0% | +129.8% | 0.010% | |
| 4/22/2025 | Centerpoint Advisory Group | 6,928 | $692K | 0.7% | -2.8% | 0.023% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 68,866 | $6.88M | 0.4% | -18.0% | 0.229% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 295,289 | $29.49M | 0.1% | -27.1% | 0.982% | |
| 4/22/2025 | Retirement Planning Group LLC NY | 8,681 | $867K | 0.9% | +187.8% | 0.029% | |
| 4/22/2025 | Advisor Resource Council | 4,385 | $404K | 0.0% | N/A | 0.015% | |
| 4/21/2025 | ORG Partners LLC | 15,590 | $1.56M | 0.4% | +12.3% | 0.052% | |
| 4/21/2025 | ERn Financial LLC | 38,893 | $3.89M | 0.6% | +20.8% | 0.129% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,387 | $435K | 0.1% | -6.1% | 0.015% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 5,704 | $570K | 0.1% | -4.8% | 0.019% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 2,918 | $291K | 0.0% | N/A | 0.010% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 19,834 | $1.98M | 0.0% | +16.2% | 0.066% | |
| 4/17/2025 | 1900 Wealth Management LLC | 72,518 | $7.24M | 0.6% | +12.6% | 0.241% | |
| 4/17/2025 | D Orazio & Associates Inc. | 246,818 | $24.65M | 3.7% | -4.1% | 0.821% | |
| 4/16/2025 | Avaii Wealth Management LLC | 8,986 | $897K | 0.5% | -20.3% | 0.028% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 4,413 | $441K | 0.1% | -25.7% | 0.014% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 142,009 | $14.18M | 0.0% | +4.9% | 0.444% | |
| 4/16/2025 | Hickory Asset Management Inc. | 25,034 | $2.50M | 2.2% | -4.6% | 0.078% | |
| 4/16/2025 | CVA Family Office LLC | 2,762 | $276K | 0.0% | +395.0% | 0.009% | |
| 4/15/2025 | First United Bank & Trust | 53,532 | $5.35M | 2.0% | +9.5% | 0.168% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 904 | $90K | 0.0% | +31.4% | 0.003% | |
| 4/15/2025 | Fifth Third Bancorp | 1,008,691 | $100.75M | 0.4% | -4.2% | 3.157% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 4,199 | $419K | 0.2% | -3.0% | 0.013% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 20,769 | $2.07M | 0.3% | +12.7% | 0.065% | |
| 4/15/2025 | Alhambra Investment Management LLC | 49,557 | $4.95M | 2.6% | +3.3% | 0.155% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 11,944 | $1.19M | 0.4% | -2.0% | 0.037% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 168,179 | $16.80M | 0.5% | +2.1% | 0.526% | |
| 4/14/2025 | Bank of New Hampshire | 7,895 | $789K | 0.2% | -6.0% | 0.025% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 19,480 | $1.95M | 0.4% | +4.6% | 0.061% | |
| 4/10/2025 | Retirement Planning Group LLC | 293,691 | $29.33M | 1.4% | -79.2% | 0.919% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 263 | $26K | 0.0% | -33.1% | 0.001% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 40,222 | $4.02M | 2.3% | +5.8% | 0.126% | |
| 4/10/2025 | Iams Wealth Management LLC | 3,792 | $379K | 0.2% | +7.6% | 0.012% | |
| 4/10/2025 | Whipplewood Advisors LLC | 27,480 | $2.75M | 0.8% | +477.2% | 0.086% | |
| 4/9/2025 | Planned Solutions Inc. | 99,013 | $9.89M | 4.0% | +2.9% | 0.310% | |
| 4/9/2025 | Merit Financial Group LLC | 2,637 | $263K | 0.0% | -81.6% | 0.008% | |
| 4/9/2025 | Advance Capital Management Inc. | 3,128 | $312K | 0.0% | -7.1% | 0.010% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 3,040 | $304K | 0.0% | +6.3% | 0.010% | |
| 4/7/2025 | GAMMA Investing LLC | 23,672 | $23.64M | 0.0% | +9,722.4% | 0.074% | |
| 4/7/2025 | Howard Financial Services LTD. | 354,389 | $35.40M | 4.8% | +13.8% | 1.109% | |
| 3/21/2025 | Prostatis Group LLC | 12,265 | $1.29M | 0.4% | +3.0% | 0.037% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 135,352 | $14.20M | 0.0% | +18.2% | 0.406% | |
| 3/11/2025 | Campbell Deegan Wealth Management LLC | 164,107 | $17.21M | 20.7% | N/A | 0.480% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 74,662 | $7.83M | 2.6% | N/A | 0.218% | |
| 2/28/2025 | BridgePort Financial Solutions LLC | 20,038 | $2.09M | 1.0% | N/A | 0.059% | |
| 2/24/2025 | Liberty Square Wealth Partners LLC | 3,677 | $396K | 0.1% | N/A | 0.011% | |
| 2/24/2025 | Ameriflex Group Inc. | 41,726 | $4.52M | 2.1% | N/A | 0.122% | |
| 2/19/2025 | Formidable Asset Management LLC | 2,073 | $217K | 0.0% | -23.5% | 0.004% | |
| 2/19/2025 | Retirement Planning Group LLC NY | 3,016 | $316K | 0.3% | N/A | 0.006% | |
| 2/18/2025 | Vise Technologies Inc. | 8,562 | $898K | 0.1% | N/A | 0.018% | |
| 2/18/2025 | Retirement Planning Group LLC | 1,415,369 | $148.44M | 7.5% | +11.5% | 2.975% | |
