| 8/6/2025 | AE Wealth Management LLC | 1,930,417 | $42.53M | 0.3% | -3.7% | 6.522% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 131,212 | $2.89M | 0.3% | +42.3% | 0.443% | |
| 8/6/2025 | Ethos Financial Group LLC | 11,671 | $257K | 0.0% | -52.9% | 0.039% | |
| 8/4/2025 | Great Lakes Retirement Inc. | 149,593 | $3.30M | 0.4% | -10.3% | 0.505% | |
| 8/4/2025 | 4WEALTH Advisors Inc. | 31,134 | $686K | 0.7% | N/A | 0.105% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 52,336 | $1.15M | 0.7% | N/A | 0.177% | |
| 8/1/2025 | FSA Advisors Inc. | 12,723 | $280K | 0.2% | -9.2% | 0.043% | |
| 8/1/2025 | Ferguson Shapiro LLC | 1,880,358 | $41.42M | 14.0% | +46.1% | 6.353% | |
| 8/1/2025 | Belvedere Trading LLC | 19,701 | $434K | 0.0% | N/A | 0.067% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 22,574 | $497K | 0.0% | N/A | 0.076% | |
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| 7/31/2025 | FSR Wealth Management Ltd. | 15,616 | $344K | 0.4% | -5.4% | 0.053% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 10,586 | $233K | 0.2% | -7.8% | 0.036% | |
| 7/30/2025 | LifeWealth Investments LLC | 145,964 | $3.22M | 1.0% | +27.0% | 0.493% | |
| 7/30/2025 | Brookstone Capital Management | 18,770 | $413K | 0.0% | N/A | 0.063% | |
| 7/30/2025 | Mid American Wealth Advisory Group Inc. | 1,044,522 | $23.01M | 10.9% | +6.7% | 3.529% | |
| 7/29/2025 | Straight Path Wealth Management | 29,583 | $652K | 0.2% | +6.1% | 0.100% | |
| 7/24/2025 | Fourpath Capital Management LLC | 1,055,361 | $23.25M | 3.7% | +30.7% | 3.565% | |
| 7/24/2025 | IFP Advisors Inc | 7,057 | $155K | 0.0% | N/A | 0.024% | |
| 7/23/2025 | WESPAC Advisors LLC | 52,279 | $1.15M | 0.8% | N/A | 0.177% | |
| 7/23/2025 | Heck Capital Advisors LLC | 264,530 | $5.83M | 0.5% | +3.0% | 0.894% | |
| 7/22/2025 | Belpointe Asset Management LLC | 51,302 | $1.13M | 0.0% | -61.1% | 0.173% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 18,070 | $398K | 0.0% | +54.7% | 0.061% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 266,035 | $5.86M | 1.5% | -0.6% | 0.893% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 293,142 | $6.46M | 5.0% | -37.6% | 0.985% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 621,886 | $13.70M | 6.6% | -4.7% | 2.092% | |
| 7/16/2025 | Magnus Financial Group LLC | 17,161 | $378K | 0.0% | N/A | 0.058% | |
| 7/11/2025 | Farther Finance Advisors LLC | 39,070 | $861K | 0.0% | +180.0% | 0.132% | |
| 7/10/2025 | CWC Advisors LLC. | 14,383 | $317K | 0.2% | +8.0% | 0.049% | |
| 7/10/2025 | Professional Financial Advisors LLC | 22,458 | $495K | 0.1% | +6.4% | 0.076% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 17,192 | $378K | 0.1% | -3.4% | 0.058% | |
| 7/7/2025 | Park Edge Advisors LLC | 239,072 | $5.27M | 1.4% | -2.0% | 0.810% | |
| 7/1/2025 | Private Client Services LLC | 14,054 | $310K | 0.1% | -7.2% | 0.046% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,297 | $50K | 0.0% | N/A | 0.007% | |
| 5/20/2025 | Belpointe Asset Management LLC | 131,956 | $2.90M | 0.2% | +5.9% | 0.376% | |
| 5/20/2025 | Anchor Investment Management LLC | 20,373 | $448K | 0.0% | +19.0% | 0.058% | |
| 5/16/2025 | Ancora Advisors LLC | 821,290 | $18.04M | 0.4% | +4.5% | 2.343% | |
| 5/16/2025 | Aprio Wealth Management LLC | 901,742 | $19.81M | 2.5% | -25.2% | 2.573% | |
| 5/15/2025 | Royal Bank of Canada | 88,640 | $1.95M | 0.0% | -21.9% | 0.253% | |
| 5/15/2025 | Evergreen Capital Management LLC | 360,268 | $7.92M | 0.3% | -0.2% | 1.028% | |
| 5/14/2025 | Flow Traders U.S. LLC | 89,575 | $1.97M | 0.1% | N/A | 0.256% | |
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| 5/13/2025 | Ethos Financial Group LLC | 24,766 | $544K | 0.1% | -85.2% | 0.071% | |
| 5/13/2025 | Heck Capital Advisors LLC | 256,909 | $5.64M | 0.6% | -0.2% | 0.733% | |
| 5/13/2025 | HighTower Advisors LLC | 81,240 | $1.79M | 0.0% | +152.7% | 0.232% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 836,796 | $18.38M | 2.3% | +243.1% | 2.561% | |
| 5/9/2025 | Cumberland Partners Ltd | 206,132 | $4.53M | 0.3% | +3.9% | 0.631% | |
| 5/8/2025 | FSA Advisors Inc. | 14,016 | $308K | 0.2% | +12.7% | 0.043% | |
| 5/7/2025 | LPL Financial LLC | 536,403 | $11.79M | 0.0% | +116.1% | 1.641% | |
| 5/6/2025 | AE Wealth Management LLC | 2,004,010 | $44.03M | 0.4% | +24.5% | 6.132% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 30,199 | $663K | 0.0% | +50.9% | 0.092% | |
| 5/5/2025 | Csenge Advisory Group | 38,564 | $856K | 0.0% | +59.6% | 0.118% | |
| 5/5/2025 | Hollencrest Capital Management | 1,124,312 | $24.70M | 1.1% | +0.5% | 3.440% | |
| 5/5/2025 | Transce3nd LLC | 5,621 | $123K | 0.1% | +34.8% | 0.017% | |
| 5/2/2025 | Fortis Group Advisors LLC | 244,229 | $5.37M | 1.0% | N/A | 0.747% | |
| 5/2/2025 | Capital A Wealth Management LLC | 1,805 | $40K | 0.0% | -55.2% | 0.006% | |
| 5/2/2025 | Larson Financial Group LLC | 3,750 | $82K | 0.0% | N/A | 0.011% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 16,920 | $372K | 0.4% | +37.2% | 0.052% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 7,174 | $158K | 0.2% | +730.3% | 0.022% | |
| 5/1/2025 | Park Square Financial Group LLC | 3,912 | $86K | 0.1% | +160.1% | 0.012% | |
| 4/30/2025 | POM Investment Strategies LLC | 8,623 | $189K | 0.2% | +73.0% | 0.026% | |
| 4/30/2025 | Trek Financial LLC | 828,162 | $18.20M | 1.3% | +1,259.7% | 2.534% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 92,217 | $2.03M | 0.2% | -15.0% | 0.282% | |
| 4/29/2025 | SMART Wealth LLC | 27,513 | $604K | 0.2% | +51.7% | 0.084% | |
| 4/28/2025 | Mutual Advisors LLC | 87,134 | $1.93M | 0.1% | N/A | 0.267% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 151,560 | $3.33M | 2.4% | N/A | 0.510% | |
| 4/28/2025 | Straight Path Wealth Management | 27,883 | $613K | 0.2% | +10.2% | 0.085% | |
| 4/28/2025 | FSR Wealth Management Ltd. | 16,507 | $363K | 0.5% | +30.3% | 0.051% | |
| 4/28/2025 | Private Trust Co. NA | 13,672 | $300K | 0.0% | N/A | 0.042% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 11,478 | $252K | 0.2% | -90.0% | 0.035% | |
| 4/24/2025 | Cambridge Advisors Inc. | 30,393 | $668K | 0.1% | -13.0% | 0.093% | |
| 4/24/2025 | CWC Advisors LLC. | 13,312 | $292K | 0.2% | +3.6% | 0.041% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 128,804 | $2.83M | 0.8% | +3.0% | 0.394% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 30,600 | $672K | 0.5% | +97.5% | 0.094% | |
| 4/23/2025 | Ferguson Shapiro LLC | 1,287,216 | $28.28M | 10.5% | -1.8% | 3.939% | |
| 4/23/2025 | Professional Financial Advisors LLC | 21,098 | $464K | 0.1% | +17.6% | 0.065% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 80,522 | $1.77M | 0.0% | +681.5% | 0.246% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 58,770 | $1.31M | 0.7% | -30.1% | 0.180% | |
| 4/21/2025 | LifeWealth Investments LLC | 114,910 | $2.53M | 1.0% | +24.6% | 0.352% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 166,847 | $3.67M | 0.5% | +50.3% | 0.533% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 310,163 | $6.81M | 5.6% | +353.3% | 0.990% | |
| 4/17/2025 | Howard Bailey Securities LLC | 133,968 | $2.94M | 1.2% | +27.2% | 0.428% | |
| 4/17/2025 | Brighton Jones LLC | 10,217 | $224K | 0.0% | N/A | 0.033% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 470,074 | $10.33M | 5.8% | +58.1% | 1.500% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 11,682 | $257K | 0.0% | N/A | 0.037% | |
| 4/15/2025 | Fourpath Capital Management LLC | 807,454 | $17.74M | 3.1% | N/A | 2.577% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 17,790 | $391K | 0.1% | N/A | 0.057% | |
| 4/14/2025 | Farther Finance Advisors LLC | 13,952 | $307K | 0.0% | N/A | 0.045% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 652,580 | $14.34M | 7.2% | +19.8% | 2.083% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 9,808 | $215K | 0.0% | N/A | 0.031% | |
| 4/10/2025 | Park Edge Advisors LLC | 243,868 | $5.36M | 1.5% | N/A | 0.778% | |
| 4/9/2025 | Mid American Wealth Advisory Group Inc. | 979,044 | $21.51M | 11.5% | +41.8% | 3.125% | |
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| 4/8/2025 | Private Client Services LLC | 15,142 | $333K | 0.2% | -91.8% | 0.048% | |
| 2/28/2025 | Park Square Financial Group LLC | 1,504 | $32K | 0.0% | N/A | 0.006% | |
| 2/26/2025 | LifeWealth Investments LLC | 92,195 | $1.96M | 1.3% | N/A | 0.359% | |
| 2/26/2025 | Capital A Wealth Management LLC | 4,026 | $85K | 0.1% | N/A | 0.016% | |
| 2/25/2025 | Heck Capital Advisors LLC | 257,508 | $5.46M | 0.3% | N/A | 1.002% | |
| 2/17/2025 | Ancora Advisors LLC | 786,290 | $16.69M | 0.4% | +18.0% | 3.487% | |
| 2/14/2025 | Jane Street Group LLC | 20,094 | $426K | 0.0% | -38.4% | 0.089% | |
| 2/14/2025 | Bolthouse Investments LLC | 24,119 | $512K | 0.5% | N/A | 0.107% | |
| 2/14/2025 | Transce3nd LLC | 4,171 | $89K | 0.0% | N/A | 0.018% | |
| 2/14/2025 | GeoWealth Management LLC | 33,803 | $717K | 0.0% | +92.4% | 0.150% | |
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