| 5/21/2025 | Geneos Wealth Management Inc. | 544,033 | $26.74M | 0.9% | +1.2% | 1.027% | |
| 5/20/2025 | Belpointe Asset Management LLC | 11,017 | $541K | 0.0% | N/A | 0.021% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 133,001 | $6.54M | 5.5% | +3.5% | 0.251% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 11,017 | $541K | 0.1% | N/A | 0.021% | |
| 5/20/2025 | Focus Partners Wealth | 21,788 | $1.07M | 0.0% | -14.7% | 0.041% | |
| 5/16/2025 | Jones Financial Companies Lllp | 608 | $30K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Redwood Financial Network Corp | 66,975 | $3.29M | 2.5% | -1.2% | 0.126% | |
| 5/16/2025 | Rise Advisors LLC | 202,725 | $9.96M | 4.4% | +2.4% | 0.383% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 14,662 | $721K | 0.0% | -18.7% | 0.028% | |
| 5/15/2025 | Family Office Research LLC | 10,007 | $492K | 0.2% | -13.5% | 0.019% | |
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| 5/15/2025 | Royal Bank of Canada | 639,720 | $31.44M | 0.0% | +9.7% | 1.208% | |
| 5/15/2025 | Calton & Associates Inc. | 23,771 | $1.17M | 0.3% | N/A | 0.045% | |
| 5/14/2025 | Comerica Bank | 39,642 | $1.95M | 0.0% | -10.0% | 0.075% | |
| 5/14/2025 | Kestra Advisory Services LLC | 163,040 | $8.01M | 0.0% | +48.8% | 0.308% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 38,917 | $1.91M | 1.2% | +8.1% | 0.073% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 147,440 | $7.25M | 0.1% | +2.0% | 0.278% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,017,082 | $49.99M | 0.0% | +5.6% | 1.921% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 514,863 | $25.31M | 4.6% | +36.6% | 0.972% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 51,152 | $2.51M | 0.1% | +0.8% | 0.097% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 21,754 | $1.07M | 1.4% | +19.8% | 0.041% | |
| 5/13/2025 | HighTower Advisors LLC | 164,323 | $8.08M | 0.0% | +6.0% | 0.310% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 53,476 | $2.63M | 0.7% | N/A | 0.103% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 46,402 | $2.28M | 0.0% | +201.0% | 0.089% | |
| 5/9/2025 | Advyzon Investment Management LLC | 6,321 | $311K | 0.1% | +6.8% | 0.012% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 7,459 | $367K | 0.2% | +11.1% | 0.014% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 65,672 | $3.23M | 1.0% | +14.9% | 0.126% | |
| 5/8/2025 | Howland Capital Management LLC | 106,976 | $5.26M | 0.2% | -1.0% | 0.206% | |
| 5/8/2025 | Coastal Bridge Advisors LLC | 191,594 | $9.42M | 2.4% | +13.3% | 0.368% | |
| 5/8/2025 | Sovereign Investment Advisors LLC | 678,998 | $32.93M | 11.3% | +0.8% | 1.306% | |
| 5/8/2025 | Arkadios Wealth Advisors | 28,525 | $1.40M | 0.1% | N/A | 0.055% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 592,982 | $29.15M | 0.8% | +10.3% | 1.140% | |
| 5/7/2025 | LPL Financial LLC | 2,484,516 | $122.11M | 0.0% | +11.4% | 4.778% | |
| 5/7/2025 | Peak Asset Management LLC | 66,965 | $3.29M | 0.6% | +32.2% | 0.129% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 53,240 | $2.60M | 0.4% | +7.3% | 0.102% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 67,422 | $3.31M | 0.5% | N/A | 0.130% | |
| 5/6/2025 | Assetmark Inc. | 2,090 | $103K | 0.0% | +22.2% | 0.004% | |
| 5/6/2025 | Cetera Investment Advisers | 756,609 | $37.19M | 0.1% | +5.9% | 1.455% | |
| 5/6/2025 | AE Wealth Management LLC | 5,898,675 | $289.92M | 2.4% | +19.5% | 11.344% | |
| 5/6/2025 | Winthrop Capital Management LLC | 6,840 | $336K | 0.1% | N/A | 0.013% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 14,794 | $727K | 0.3% | +144.1% | 0.028% | |
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| 5/6/2025 | PFG Advisors | 67,258 | $3.31M | 0.2% | +5.0% | 0.129% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 38,817 | $1.91M | 0.1% | +490.3% | 0.075% | |
| 5/5/2025 | Calton & Associates Inc. | 19,702 | $968K | 0.1% | N/A | 0.038% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 29,082 | $1.43M | 0.0% | +37.1% | 0.056% | |
| 5/5/2025 | Csenge Advisory Group | 12,991 | $635K | 0.0% | +9.3% | 0.025% | |
| 5/5/2025 | Private Advisor Group LLC | 1,549,504 | $76.16M | 0.5% | -47.4% | 2.980% | |
| 5/2/2025 | Dakota Wealth Management | 24,667 | $1.21M | 0.0% | -20.3% | 0.047% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 269,159 | $13.23M | 6.8% | +56.1% | 0.518% | |
| 5/2/2025 | Apollon Wealth Management LLC | 63,566 | $3.12M | 0.1% | +32.0% | 0.122% | |
| 5/2/2025 | Leelyn Smith LLC | 751,579 | $36.94M | 6.6% | +17.1% | 1.445% | |
| 5/1/2025 | CWM LLC | 611,056 | $30.03M | 0.1% | +7.1% | 1.175% | |
| 5/1/2025 | Financial Security Advisor Inc. | 7,680 | $377K | 0.1% | +23.9% | 0.015% | |
| 5/1/2025 | Fortem Financial Group LLC | 57,282 | $2.82M | 1.1% | N/A | 0.110% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 1,585 | $78K | 0.1% | +342.7% | 0.003% | |
| 4/30/2025 | Burford Brothers Inc. | 219,295 | $10.78M | 5.2% | +4.8% | 0.422% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,447 | $366K | 0.0% | -13.5% | 0.014% | |
| 4/30/2025 | Stratos Investment Management LLC | 10,155 | $499K | 0.0% | +19.8% | 0.020% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 6,209 | $305K | 0.0% | N/A | 0.012% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 31,941 | $1.57M | 0.0% | +1.6% | 0.061% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 70,694 | $3.48M | 0.0% | +1.4% | 0.136% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 36,317 | $1.79M | 0.0% | +144.9% | 0.070% | |
| 4/29/2025 | Macroview Investment Management LLC | 40,999 | $2.02M | 1.9% | +6.5% | 0.079% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 320,786 | $15.77M | 0.2% | -7.6% | 0.617% | |
| 4/28/2025 | Rossby Financial LCC | 1,781 | $87K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | DAVENPORT & Co LLC | 4,360 | $214K | 0.0% | -57.5% | 0.008% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 33,568 | $1.65M | 0.2% | +17.7% | 0.065% | |
| 4/25/2025 | Unified Investment Management | 45,378 | $2.23M | 2.6% | -2.4% | 0.087% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 16,786 | $825K | 0.1% | -7.0% | 0.032% | |
| 4/25/2025 | Sovran Advisors LLC | 118,328 | $5.79M | 0.7% | +36.2% | 0.228% | |
| 4/24/2025 | Golden State Wealth Management LLC | 112,151 | $5.51M | 0.8% | +1.3% | 0.216% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 113,802 | $5.59M | 1.6% | -22.6% | 0.219% | |
| 4/24/2025 | Hidden Cove Wealth Management LLC | 334,775 | $16.45M | 13.0% | +11.5% | 0.644% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,772 | $235K | 0.0% | -7.5% | 0.009% | |
| 4/23/2025 | Live Oak Investment Partners | 265,639 | $13.06M | 10.3% | +8.6% | 0.511% | |
| 4/23/2025 | Golden State Wealth Management LLC | 224,286 | $11.03M | 0.8% | +102.7% | 0.431% | |
| 4/23/2025 | Spire Wealth Management | 3,229 | $159K | 0.0% | +61.1% | 0.006% | |
| 4/23/2025 | Mattern Capital Management LLC | 20,114 | $989K | 0.1% | +13.2% | 0.039% | |
| 4/23/2025 | Financial Enhancement Group LLC | 250,587 | $12.26M | 1.9% | -14.8% | 0.482% | |
| 4/23/2025 | International Assets Investment Management LLC | 4,928 | $242K | 0.0% | N/A | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 451,037 | $22.17M | 0.1% | +4.2% | 0.867% | |
| 4/22/2025 | First Financial Group Corp | 106,680 | $5.24M | 5.9% | -0.6% | 0.205% | |
| 4/22/2025 | Buck Wealth Strategies LLC | 277,514 | $13.64M | 2.5% | -4.5% | 0.534% | |
| 4/22/2025 | Merkkuri Wealth Advisors LLC | 16,725 | $822K | 0.7% | -57.3% | 0.032% | |
| 4/21/2025 | Avior Wealth Management LLC | 13,827 | $680K | 0.0% | -12.3% | 0.027% | |
| 4/21/2025 | CLG LLC | 20,710 | $1.02M | 0.4% | +30.0% | 0.040% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,453 | $268K | 0.0% | -4.6% | 0.010% | |
| 4/21/2025 | Friedenthal Financial | 89,288 | $4.39M | 2.6% | -1.2% | 0.172% | |
| 4/21/2025 | Beacon Capital Management LLC | 2,118 | $104K | 0.0% | N/A | 0.004% | |
| 4/21/2025 | LifeWealth Investments LLC | 105,702 | $5.20M | 2.1% | +48.9% | 0.203% | |
| 4/21/2025 | Accelerate Investment Advisors LLC | 4,587 | $225K | 0.2% | N/A | 0.009% | |
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| 4/17/2025 | Vicus Capital | 30,726 | $1.51M | 0.1% | -2.6% | 0.059% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 65,936 | $3.24M | 1.6% | +118.5% | 0.127% | |
| 4/17/2025 | Sowell Financial Services LLC | 38,411 | $1.89M | 0.1% | +1.9% | 0.074% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 83,095 | $4.08M | 0.0% | +4.9% | 0.161% | |
| 4/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 11,361 | $558K | 0.1% | +2.3% | 0.022% | |
| 4/17/2025 | Partners Wealth Management LLC | 33,054 | $1.63M | 1.8% | +1.0% | 0.064% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 386,376 | $18.99M | 0.6% | +1.4% | 0.747% | |
| 4/16/2025 | IAG Wealth Partners LLC | 10,852 | $533K | 0.1% | +342.2% | 0.021% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 73,999 | $3.64M | 0.0% | +4.3% | 0.143% | |
| 4/16/2025 | Bensler LLC | 107,355 | $5.28M | 0.7% | -5.1% | 0.207% | |
