| 7/18/2025 | Marks Wealth LLC | 430,616 | $48.43M | 15.7% | N/A | 0.474% | |
| 7/18/2025 | EWA LLC | 58,448 | $6.57M | 2.1% | -1.0% | 0.064% | |
| 7/18/2025 | Vicus Capital | 51,945 | $5.84M | 0.5% | -26.6% | 0.057% | |
| 7/18/2025 | Vigilare Wealth Management | 136,473 | $15.35M | 5.8% | +186.6% | 0.150% | |
| 7/18/2025 | Trilogy Capital Inc. | 135,739 | $15.27M | 0.7% | -64.4% | 0.149% | |
| 7/18/2025 | Eagle Capital Management LLC | 36,125 | $4.06M | 1.8% | N/A | 0.040% | |
| 7/18/2025 | Trust Co. of Vermont | 827 | $93K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | SigFig Wealth Management LLC | 128,364 | $14.36M | 0.5% | +43.5% | 0.141% | |
| 7/18/2025 | Wetzel Investment Advisors Inc. | 24,983 | $2.81M | 1.3% | -36.0% | 0.027% | |
| 7/18/2025 | Truist Financial Corp | 74,686 | $8.40M | 0.0% | +15.4% | 0.082% | |
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| 7/17/2025 | One Wealth Advisors LLC | 50,958 | $5.73M | 0.8% | +1.6% | 0.057% | |
| 7/17/2025 | BFI Infinity Ltd. | 138,176 | $15.53M | 12.9% | +1,350.5% | 0.153% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 73,986 | $8.19M | 2.6% | +8.4% | 0.082% | |
| 7/17/2025 | LexAurum Advisors LLC | 2,133 | $240K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 39,124 | $4.40M | 0.0% | +3.8% | 0.043% | |
| 7/17/2025 | Cyr Financial Inc. | 8,905 | $1.00M | 0.8% | -8.6% | 0.010% | |
| 7/17/2025 | Fifth Third Securities Inc. | 10,369 | $1.17M | 0.1% | +228.2% | 0.012% | |
| 7/17/2025 | Kelly Financial Services LLC | 26,633 | $3.00M | 0.9% | +52.2% | 0.030% | |
| 7/17/2025 | Alpine Bank Wealth Management | 802,816 | $90.29M | 13.6% | +31.8% | 0.892% | |
| 7/17/2025 | Global Trust Asset Management LLC | 775 | $87K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | KWB Wealth | 60,625 | $6.82M | 0.8% | +1.5% | 0.067% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 68,406 | $7.69M | 1.9% | +62.1% | 0.076% | |
| 7/16/2025 | MKT Advisors LLC | 3,570 | $395K | 0.2% | +3.9% | 0.004% | |
| 7/16/2025 | Perigon Wealth Management LLC | 83,168 | $9.35M | 0.2% | +16.8% | 0.092% | |
| 7/16/2025 | Castleview Partners LLC | 2,650 | $298K | 0.2% | N/A | 0.003% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 19,384 | $2.18M | 1.4% | -10.1% | 0.022% | |
| 7/15/2025 | Signet Financial Management LLC | 11,416 | $1.28M | 0.2% | +19.1% | 0.013% | |
| 7/15/2025 | Retireful LLC | 4,200 | $472K | 0.3% | N/A | 0.005% | |
| 7/15/2025 | TD Private Client Wealth LLC | 52,919 | $5.95M | 0.1% | N/A | 0.059% | |
| 7/15/2025 | Roger Wittlin Investment Advisory LLC | 13,172 | $1.48M | 0.8% | N/A | 0.015% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 67,427 | $7.58M | 3.6% | +8.4% | 0.075% | |
| 7/15/2025 | RVW Wealth LLC | 226,007 | $25.42M | 2.2% | +12.7% | 0.251% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 13,760 | $1.55M | 1.4% | N/A | 0.015% | |
| 7/15/2025 | Sheets Smith Wealth Management | 4,362 | $491K | 0.1% | N/A | 0.005% | |
| 7/15/2025 | Family Investment Center Inc. | 423,841 | $47.67M | 10.8% | +4.1% | 0.471% | |
| 7/15/2025 | Financial Partners Group Inc | 64,509 | $7.26M | 1.0% | +11.4% | 0.072% | |
| 7/14/2025 | AdvisorNet Financial Inc | 956 | $108K | 0.0% | -26.7% | 0.001% | |
| 7/14/2025 | Financial Enhancement Group LLC | 121,605 | $13.64M | 2.0% | -2.4% | 0.136% | |
| 7/14/2025 | Iams Wealth Management LLC | 7,928 | $892K | 0.4% | N/A | 0.009% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 2,679 | $301K | 0.0% | -22.3% | 0.003% | |
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| 7/14/2025 | Cobblestone Asset Management LLC | 26,627 | $3.00M | 1.6% | -10.3% | 0.030% | |
| 7/14/2025 | Southland Equity Partners LLC | 20,115 | $2.26M | 0.5% | +16.2% | 0.023% | |
| 7/14/2025 | Park Avenue Securities LLC | 165,854 | $18.65M | 0.2% | +59.0% | 0.186% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 62,266 | $7.00M | 1.1% | +0.3% | 0.070% | |
| 7/11/2025 | Trinity Wealth Management LLC | 5,658 | $636K | 0.3% | +99.9% | 0.006% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,622 | $520K | 0.0% | -28.5% | 0.005% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 33,152 | $3.73M | 0.3% | +504.3% | 0.038% | |
| 7/11/2025 | My Legacy Advisors LLC | 9,598 | $1.08M | 0.4% | +3.6% | 0.011% | |
| 7/10/2025 | Pachira Investments Inc. | 12,918 | $1.45M | 1.1% | N/A | 0.015% | |
| 7/10/2025 | Worth Asset Management LLC | 21,473 | $2.42M | 1.2% | N/A | 0.025% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 440,059 | $49.49M | 6.2% | N/A | 0.505% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 428,698 | $48.23M | 0.1% | +65.0% | 0.492% | |
| 7/10/2025 | Sharkey Howes & Javer | 4,421 | $497K | 0.1% | N/A | 0.005% | |
| 7/10/2025 | Wedmont Private Capital | 9,332 | $1.05M | 0.0% | +30.6% | 0.011% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 4,758 | $535K | 0.0% | N/A | 0.005% | |
| 7/10/2025 | Focus Financial Network Inc. | 29,386 | $3.31M | 0.1% | +5.9% | 0.034% | |
| 7/10/2025 | Professional Financial Advisors LLC | 48,259 | $5.43M | 1.3% | +1.7% | 0.055% | |
| 7/10/2025 | Sovran Advisors LLC | 5,643 | $628K | 0.1% | -44.5% | 0.006% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 16,330 | $1.84M | 0.1% | +27.0% | 0.019% | |
| 7/9/2025 | Lifelong Wealth Advisors Inc. | 16,824 | $1.89M | 0.6% | +5.9% | 0.019% | |
| 7/9/2025 | Fiduciary Alliance LLC | 7,885 | $887K | 0.1% | N/A | 0.009% | |
| 7/9/2025 | Orser Capital Management LLC | 26,185 | $2.95M | 2.2% | N/A | 0.030% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 4,040 | $454K | 0.2% | +48.6% | 0.005% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 59,654 | $6.71M | 2.4% | +13.5% | 0.068% | |
| 7/8/2025 | Advance Capital Management Inc. | 28,844 | $3.24M | 0.1% | +16.4% | 0.033% | |
| 7/8/2025 | Goldstone Financial Group LLC | 8,882 | $999K | 0.1% | +244.8% | 0.010% | |
| 7/7/2025 | Peak Financial Advisors LLC | 34,106 | $3.84M | 2.0% | N/A | 0.039% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 221,074 | $24.48M | 3.1% | -0.1% | 0.256% | |
| 7/7/2025 | Nova Wealth Management Inc. | 56,650 | $6.37M | 4.7% | +36.5% | 0.066% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 5,929 | $667K | 0.3% | +16.6% | 0.007% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,479 | $616K | 0.1% | -71.7% | 0.006% | |
| 7/3/2025 | City Center Advisors LLC | 2,063 | $232K | 0.2% | N/A | 0.002% | |
| 7/2/2025 | HBW Advisory Services LLC | 218,875 | $24.62M | 3.0% | +19.5% | 0.264% | |
| 7/1/2025 | Bush Investment Group LLC | 10,044 | $1.13M | 0.8% | +1.5% | 0.012% | |
| 6/10/2025 | Compass Financial Services Inc | 766 | $71K | 0.0% | N/A | 0.001% | |
| 5/29/2025 | Nova Wealth Management Inc. | 41,498 | $3.84M | 3.3% | +17.0% | 0.062% | |
| 5/29/2025 | Apeiron RIA LLC | 17,531 | $1.62M | 0.5% | +24.2% | 0.026% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 21,347 | $1.98M | 1.4% | -12.7% | 0.032% | |
| 5/28/2025 | GK Wealth Management LLC | 2,171 | $201K | 0.2% | N/A | 0.003% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 11,823 | $1.09M | 0.2% | N/A | 0.018% | |
| 5/21/2025 | Beacon Capital Management Inc. | 31,818 | $2.94M | 0.1% | -18.0% | 0.048% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 39,580 | $3.66M | 0.1% | +35.1% | 0.059% | |
| 5/20/2025 | Belpointe Asset Management LLC | 14,265 | $1.32M | 0.1% | +242.3% | 0.021% | |
| 5/20/2025 | Integrity Alliance LLC. | 124,396 | $11.51M | 0.5% | +101.0% | 0.186% | |
| 5/19/2025 | Jane Street Group LLC | 40,389 | $3.74M | 0.0% | +346.5% | 0.060% | |
| 5/16/2025 | Prostatis Group LLC | 25,540 | $2.36M | 0.7% | +33.1% | 0.038% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 3,998 | $394K | 0.1% | +7.2% | 0.006% | |
| 5/16/2025 | Empowered Funds LLC | 97,862 | $9.06M | 0.1% | N/A | 0.146% | |
| 5/16/2025 | Ascent Group LLC | 154,037 | $14.25M | 0.6% | +231.4% | 0.230% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 14,255 | $1.32M | 0.6% | +64.7% | 0.021% | |
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| 5/16/2025 | Ashton Thomas Private Wealth LLC | 20,514 | $1.90M | 0.1% | +50.2% | 0.031% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 204,255 | $18.90M | 0.0% | N/A | 0.246% | |
| 5/16/2025 | Kestra Investment Management LLC | 8,922 | $826K | 0.0% | +313.2% | 0.013% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 640 | $59K | 0.0% | -20.3% | 0.001% | |
| 5/16/2025 | National Wealth Management Group LLC | 2,246 | $208K | 0.1% | N/A | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 44,535 | $4.12M | 0.0% | -25.7% | 0.066% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 38,923 | $3.60M | 0.0% | +11.4% | 0.058% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 1,683,208 | $155.75M | 1.1% | +35.4% | 2.513% | |
| 5/16/2025 | Concorde Asset Management LLC | 13,395 | $1.23M | 0.7% | -83.1% | 0.020% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 19,532 | $1.81M | 0.0% | +816.1% | 0.029% | |
