| 5/16/2025 | Arete Wealth Advisors LLC | 98,206 | $1.79M | 0.1% | +9.2% | 0.185% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 232,920 | $4.23M | 3.0% | -30.4% | 0.438% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 10,734 | $195K | 0.0% | N/A | 0.020% | |
| 5/14/2025 | Luminist Capital LLC | 23,379 | $428K | 0.5% | +9.8% | 0.044% | |
| 5/14/2025 | Napa Wealth Management | 37,845 | $688K | 0.4% | +9.7% | 0.071% | |
| 5/14/2025 | Andina Capital Management LLC | 80,166 | $1.46M | 1.0% | +9.8% | 0.151% | |
| 5/13/2025 | HighTower Advisors LLC | 12,717 | $231K | 0.0% | -4.5% | 0.023% | |
| 5/12/2025 | AlphaCore Capital LLC | 3,004 | $55K | 0.0% | N/A | 0.005% | |
| 5/9/2025 | Cumberland Partners Ltd | 126,665 | $2.28M | 0.2% | -62.2% | 0.228% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 29,357 | $534K | 0.2% | -2.5% | 0.053% | |
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| 5/8/2025 | CAP Partners LLC | 21,497 | $391K | 0.3% | +6.6% | 0.039% | |
| 5/8/2025 | FSA Advisors Inc. | 74,813 | $1.36M | 1.1% | +141.4% | 0.135% | |
| 5/7/2025 | Drive Wealth Management LLC | 79,053 | $1.44M | 0.3% | +32.1% | 0.142% | |
| 5/6/2025 | AE Wealth Management LLC | 1,384,816 | $25.18M | 0.2% | +62.9% | 2.492% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 91,096 | $1.66M | 0.6% | +34.2% | 0.164% | |
| 5/5/2025 | Diversify Advisory Services LLC | 109,305 | $1.81M | 0.1% | +9.7% | 0.197% | |
| 5/5/2025 | Transce3nd LLC | 12,530 | $228K | 0.1% | N/A | 0.023% | |
| 5/2/2025 | Sigma Planning Corp | 29,756 | $541K | 0.0% | +13.8% | 0.054% | |
| 5/1/2025 | CWM LLC | 2,877 | $52K | 0.0% | N/A | 0.005% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 2,700 | $49K | 0.0% | +1,250.0% | 0.005% | |
| 5/1/2025 | Park Square Financial Group LLC | 3,444 | $63K | 0.1% | N/A | 0.006% | |
| 4/30/2025 | POM Investment Strategies LLC | 346,773 | $6.30M | 7.4% | N/A | 0.624% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 37,616 | $684K | 0.4% | -2.8% | 0.068% | |
| 4/30/2025 | J Hagan Capital Inc. | 65,507 | $1.19M | 1.1% | N/A | 0.118% | |
| 4/28/2025 | Mutual Advisors LLC | 29,950 | $544K | 0.0% | N/A | 0.054% | |
| 4/28/2025 | Clarity Capital Partners LLC | 33,363 | $607K | 0.2% | +28.2% | 0.060% | |
| 4/28/2025 | Straight Path Wealth Management | 15,150 | $275K | 0.1% | N/A | 0.027% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 13,050 | $237K | 0.2% | N/A | 0.023% | |
| 4/24/2025 | Cambridge Advisors Inc. | 50,210 | $913K | 0.2% | +8.6% | 0.090% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 18,440 | $335K | 0.2% | +424.8% | 0.033% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 236,968 | $4.31M | 1.2% | +375.3% | 0.426% | |
| 4/21/2025 | CPA Asset Management LLC | 17,304 | $315K | 0.1% | -55.6% | 0.031% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 46,046 | $837K | 0.4% | -4.5% | 0.083% | |
| 4/21/2025 | Beacon Capital Management LLC | 873,164 | $15.87M | 2.1% | +110.6% | 1.571% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 46,554 | $846K | 0.4% | +94.6% | 0.085% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 117,191 | $2.13M | 1.8% | N/A | 0.213% | |
| 4/16/2025 | Parkside Investments LLC | 383,495 | $6.97M | 1.0% | +20.7% | 0.698% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 14,496 | $264K | 0.0% | N/A | 0.026% | |
| 4/14/2025 | Farther Finance Advisors LLC | 25,947 | $475K | 0.0% | -53.2% | 0.047% | |
| 4/10/2025 | Park Edge Advisors LLC | 69,516 | $1.26M | 0.4% | +14.4% | 0.127% | |
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| 4/10/2025 | Peak Financial Advisors LLC | 502,384 | $9.13M | 4.6% | +3.2% | 0.915% | |
| 4/10/2025 | Smith Anglin Financial LLC | 31,927 | $580K | 0.1% | -60.3% | 0.058% | |
| 4/9/2025 | RFG Advisory LLC | 22,106 | $402K | 0.0% | N/A | 0.040% | |
| 4/9/2025 | Fiduciary Alliance LLC | 49,154 | $894K | 0.1% | +23.8% | 0.089% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 67,899 | $1.41M | 0.5% | +21.7% | 0.175% | |
| 2/18/2025 | Retirement Planning Group LLC | 16,970 | $353K | 0.0% | -6.6% | 0.044% | |
| 2/18/2025 | JT Stratford LLC | 19,636 | $408K | 0.1% | N/A | 0.051% | |
| 2/17/2025 | Vista Investment Management | 12,553 | $261K | 0.1% | N/A | 0.032% | |
| 2/17/2025 | Wolverine Trading LLC | 9,863 | $207K | 0.0% | N/A | 0.025% | |
| 2/17/2025 | Visionary Wealth Advisors | 103,865 | $2.16M | 0.1% | +17.9% | 0.267% | |
| 2/17/2025 | Napa Wealth Management | 34,493 | $717K | 0.3% | +36.4% | 0.089% | |
| 2/17/2025 | EPG Wealth Management LLC | 31,381 | $652K | 0.2% | +3.3% | 0.081% | |
| 2/17/2025 | CoreCap Advisors LLC | 125,741 | $2.61M | 0.1% | +8,227.2% | 0.323% | |
| 2/17/2025 | Captrust Financial Advisors | 73,387 | $1.53M | 0.0% | -13.2% | 0.189% | |
| 2/17/2025 | Bank of America Corp DE | 31,065 | $646K | 0.0% | -22.4% | 0.080% | |
| 2/14/2025 | Jane Street Group LLC | 162,050 | $3.37M | 0.0% | +176.2% | 0.417% | |
| 2/14/2025 | Bison Wealth LLC | 17,582 | $366K | 0.0% | -71.9% | 0.032% | |
| 2/14/2025 | Two Sigma Securities LLC | 19,447 | $404K | 0.1% | N/A | 0.050% | |
| 2/14/2025 | FSA Wealth Management LLC | 1,500 | $31K | 0.0% | +50.0% | 0.004% | |
| 2/14/2025 | Susquehanna International Group LLP | 76,965 | $1.60M | 0.0% | N/A | 0.198% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 9,802 | $204K | 0.0% | -81.3% | 0.025% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 18,900 | $394K | 0.0% | +432.4% | 0.049% | |
| 2/13/2025 | CreativeOne Wealth LLC | 12,188 | $253K | 0.0% | N/A | 0.031% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 334,502 | $7.09M | 4.2% | -30.8% | 0.860% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 74,488 | $1.55M | 0.0% | +21.8% | 0.192% | |
| 2/12/2025 | OLD Mission Capital LLC | 50,601 | $1.05M | 0.0% | N/A | 0.130% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 16,418 | $341K | 0.0% | N/A | 0.042% | |
| 2/12/2025 | JPMorgan Chase & Co. | 8,401 | $175K | 0.0% | +11.0% | 0.022% | |
| 2/11/2025 | LPL Financial LLC | 65,548 | $1.36M | 0.0% | +41.4% | 0.169% | |
| 2/11/2025 | Blueprint Investment Partners LLC | 10,313 | $214K | 0.0% | N/A | 0.027% | |
| 2/10/2025 | Aspen Wealth Strategies LLC | 38,711 | $805K | 0.5% | +74.5% | 0.100% | |
| 2/10/2025 | Collaborative Wealth Managment Inc. | 30,119 | $626K | 0.3% | +1.8% | 0.077% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 310,205 | $6.45M | 0.0% | -11.4% | 0.798% | |
| 2/10/2025 | Farther Finance Advisors LLC | 55,470 | $1.15M | 0.0% | +2,421.4% | 0.143% | |
| 2/7/2025 | HighTower Advisors LLC | 13,321 | $277K | 0.0% | N/A | 0.034% | |
| 2/7/2025 | Prosperity Wealth Management Inc. | 23,918 | $497K | 0.2% | +109.3% | 0.062% | |
| 2/7/2025 | Mount Lucas Management LP | 86,264 | $1.79M | 0.6% | +3.8% | 0.222% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 24,933 | $518K | 0.0% | N/A | 0.064% | |
| 2/5/2025 | SRS Capital Advisors Inc. | 8,500 | $177K | 0.0% | +17.2% | 0.022% | |
| 2/5/2025 | Anfield Capital Management LLC | 2,654 | $55K | 0.0% | N/A | 0.007% | |
| 2/5/2025 | Whipplewood Advisors LLC | 4,516 | $94K | 0.1% | N/A | 0.012% | |
| 2/4/2025 | CPA Asset Management LLC | 38,955 | $810K | 0.4% | +2.0% | 0.100% | |
| 2/3/2025 | Sigma Planning Corp | 26,146 | $544K | 0.0% | +70.4% | 0.067% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 48,192 | $1.00M | 0.4% | N/A | 0.124% | |
| 2/3/2025 | Cumberland Partners Ltd | 335,148 | $6.97M | 0.5% | +3.8% | 0.862% | |
| 1/30/2025 | Sheaff Brock Investment Advisors LLC | 10,000 | $208K | 0.0% | +6.4% | 0.026% | |
| 1/30/2025 | Principal Securities Inc. | 71,342 | $1.48M | 0.0% | +19.0% | 0.183% | |
| 1/30/2025 | Beacon Capital Management LLC | 414,645 | $8.62M | 1.1% | N/A | 1.066% | |
| 1/29/2025 | Clarity Capital Partners LLC | 26,023 | $541K | 0.3% | +92.4% | 0.067% | |
| 1/29/2025 | CAP Partners LLC | 20,162 | $419K | 0.3% | +9.9% | 0.052% | |
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| 1/28/2025 | AlphaStar Capital Management LLC | 105,228 | $2.19M | 0.2% | +29.5% | 0.271% | |
| 1/27/2025 | Crewe Advisors LLC | 1,307 | $27K | 0.0% | N/A | 0.003% | |
| 1/23/2025 | FSA Advisors Inc. | 30,995 | $644K | 0.8% | N/A | 0.080% | |
| 1/22/2025 | FSC Wealth Advisors LLC | 4,578 | $95K | 0.1% | N/A | 0.012% | |
| 1/22/2025 | Parkside Investments LLC | 317,766 | $6.61M | 1.0% | +4.2% | 0.817% | |
| 1/22/2025 | Drive Wealth Management LLC | 59,837 | $1.24M | 0.3% | +23.3% | 0.154% | |
| 1/21/2025 | Park Edge Advisors LLC | 60,745 | $1.26M | 0.4% | +19.6% | 0.156% | |
| 1/21/2025 | Andina Capital Management LLC | 72,982 | $1.52M | 1.2% | +29.2% | 0.188% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 16,147 | $336K | 0.1% | N/A | 0.042% | |
| 1/16/2025 | Diversify Advisory Services LLC | 99,661 | $2.02M | 0.1% | +22.2% | 0.256% | |
