| 6/13/2025 | Optima Capital LLC | 63,233 | $5.20M | 3.3% | +856.0% | 0.470% | |
| 6/2/2025 | Modern Wealth Management LLC | 62,514 | $5.14M | 0.2% | +0.5% | 0.465% | |
| 5/29/2025 | Nova Wealth Management Inc. | 570 | $47K | 0.0% | N/A | 0.005% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 222,511 | $18.28M | 11.2% | +7.3% | 1.922% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 47,742 | $3.92M | 0.1% | +6,485.1% | 0.412% | |
| 5/20/2025 | Integrity Alliance LLC. | 29,314 | $2.41M | 0.1% | N/A | 0.253% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 6,981 | $574K | 0.0% | +88.5% | 0.060% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 27,489 | $2.26M | 0.1% | +65.3% | 0.237% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 4,960 | $408K | 0.0% | N/A | 0.043% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,842 | $227K | 0.0% | N/A | 0.025% | |
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| 5/16/2025 | Ruggaard & Associates LLC | 90,303 | $7.42M | 3.3% | N/A | 0.780% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,813 | $560K | 0.0% | N/A | 0.059% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,030 | $742K | 0.0% | +124.2% | 0.078% | |
| 5/15/2025 | Royal Bank of Canada | 5,818 | $478K | 0.0% | +79.7% | 0.050% | |
| 5/14/2025 | Comerica Bank | 1,419 | $117K | 0.0% | +21.1% | 0.012% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 46,257 | $3.76M | 0.4% | N/A | 0.399% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 88,912 | $7.31M | 0.0% | +2,547.0% | 0.768% | |
| 5/14/2025 | Leslie Global Wealth LLC | 78,417 | $6.44M | 3.1% | +0.5% | 0.677% | |
| 5/14/2025 | Kestra Advisory Services LLC | 228,770 | $18.80M | 0.1% | +103.8% | 1.976% | |
| 5/14/2025 | TFB Advisors LLC | 2,485 | $204K | 0.1% | N/A | 0.021% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 217,300 | $17.86M | 3.0% | -0.1% | 1.877% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 53,063 | $4.36M | 0.0% | +15.8% | 0.458% | |
| 5/13/2025 | Raymond James Financial Inc. | 692,917 | $56.94M | 0.0% | +105.9% | 5.984% | |
| 5/12/2025 | Avant Capital LLC | 5,169 | $425K | 0.4% | +2.6% | 0.045% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 54,302 | $4.46M | 0.1% | +1,618.4% | 0.539% | |
| 5/8/2025 | IFG Advisory LLC | 33,083 | $2.72M | 0.2% | N/A | 0.328% | |
| 5/8/2025 | Harbour Investments Inc. | 14,717 | $1.21M | 0.0% | +2,441.8% | 0.146% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,528 | $454K | 0.0% | N/A | 0.055% | |
| 5/8/2025 | Walled Lake Planning & Wealth Management LLC | 4,335 | $356K | 0.1% | N/A | 0.043% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 49,010 | $4.03M | 0.1% | +6,660.0% | 0.486% | |
| 5/7/2025 | LPL Financial LLC | 1,459,724 | $119.95M | 0.0% | +76.0% | 14.481% | |
| 5/6/2025 | Cetera Investment Advisers | 102,268 | $8.40M | 0.0% | +38.8% | 1.015% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 4,135 | $340K | 0.1% | -77.2% | 0.041% | |
| 5/6/2025 | AE Wealth Management LLC | 81,806 | $6.72M | 0.1% | +5.2% | 0.812% | |
| 5/5/2025 | Verus Financial Partners Inc. | 3,918 | $302K | 0.0% | N/A | 0.039% | |
| 5/5/2025 | IFP Advisors Inc | 4,522 | $371K | 0.0% | N/A | 0.045% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 9,048 | $743K | 0.3% | N/A | 0.090% | |
| 5/5/2025 | Private Advisor Group LLC | 68,231 | $5.61M | 0.0% | +1,137.9% | 0.677% | |
| 5/2/2025 | Sigma Planning Corp | 4,529 | $372K | 0.0% | +20.2% | 0.045% | |
| 5/1/2025 | LRI Investments LLC | 5,783 | $475K | 0.0% | +6.4% | 0.057% | |
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| 5/1/2025 | CWM LLC | 90,296 | $7.42M | 0.0% | -0.5% | 0.896% | |
| 5/1/2025 | Prism Advisors Inc. | 253,273 | $20.81M | 6.4% | -5.4% | 2.513% | |
| 5/1/2025 | Fifth Third Securities Inc. | 21,833 | $1.79M | 0.2% | -4.4% | 0.217% | |
| 4/30/2025 | Allworth Financial LP | 483 | $38K | 0.0% | +828.8% | 0.005% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 4,620 | $380K | 0.0% | +93.5% | 0.046% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 36,170 | $2.97M | 0.0% | +82.2% | 0.359% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 25,924 | $2.13M | 0.0% | N/A | 0.257% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 131,256 | $10.79M | 0.0% | +162.1% | 1.302% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 57,756 | $4.75M | 0.1% | +1,247.2% | 0.573% | |
| 4/29/2025 | World Investment Advisors | 4,117 | $338K | 0.0% | N/A | 0.041% | |
| 4/29/2025 | Ceera Investments LLC | 11,735 | $964K | 0.3% | N/A | 0.116% | |
| 4/28/2025 | Mutual Advisors LLC | 3,837 | $303K | 0.0% | N/A | 0.038% | |
| 4/28/2025 | Private Trust Co. NA | 3,370 | $277K | 0.0% | -10.7% | 0.033% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 2,819 | $233K | 0.0% | N/A | 0.028% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 6,770 | $556K | 0.2% | N/A | 0.067% | |
| 4/23/2025 | Western Wealth Management LLC | 7,663 | $630K | 0.0% | -24.2% | 0.076% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 8,521 | $700K | 0.0% | N/A | 0.085% | |
| 4/23/2025 | Systelligence LLC | 165,156 | $13.57M | 3.3% | N/A | 1.638% | |
| 4/23/2025 | Valmark Advisers Inc. | 15,991 | $1.31M | 0.0% | -1.7% | 0.159% | |
| 4/23/2025 | Team Financial Group LLC | 96,932 | $7.97M | 4.6% | -1.8% | 0.962% | |
| 4/22/2025 | Centerpoint Advisory Group | 4,794 | $394K | 0.4% | +26.2% | 0.048% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 105,398 | $8.66M | 0.5% | +13.3% | 1.046% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 172,154 | $14.15M | 0.0% | +153.8% | 1.708% | |
| 4/22/2025 | Nilsine Partners LLC | 41,784 | $3.43M | 0.4% | +20.7% | 0.415% | |
| 4/22/2025 | XY Planning Network Inc. | 3,517 | $289K | 0.2% | N/A | 0.035% | |
| 4/22/2025 | Advisor Resource Council | 94,179 | $7.74M | 0.6% | N/A | 0.934% | |
| 4/21/2025 | ORG Partners LLC | 3,113 | $256K | 0.1% | +572.4% | 0.031% | |
| 4/21/2025 | United Advisor Group LLC | 4,635 | $381K | 0.1% | +86.6% | 0.046% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,075 | $253K | 0.0% | N/A | 0.031% | |
| 4/16/2025 | Hoey Investments Inc. | 870 | $71K | 0.0% | N/A | 0.009% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,285 | $352K | 0.0% | -16.3% | 0.043% | |
| 4/16/2025 | Matauro LLC | 10,601 | $871K | 0.2% | +5.7% | 0.106% | |
| 4/14/2025 | Wedmont Private Capital | 3,073 | $235K | 0.0% | N/A | 0.031% | |
| 4/11/2025 | Horizon Wealth Management LLC | 3,305 | $272K | 0.0% | -99.0% | 0.033% | |
| 4/11/2025 | Insight Advisors LLC PA | 43,469 | $3.57M | 0.6% | N/A | 0.434% | |
| 4/9/2025 | RFG Advisory LLC | 12,090 | $993K | 0.0% | N/A | 0.121% | |
| 4/9/2025 | NBC Securities Inc. | 29,243 | $2.40M | 0.2% | N/A | 0.292% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 320 | $27K | 0.0% | N/A | 0.003% | |
| 2/27/2025 | REAP Financial Group LLC | 1,945 | $163K | 0.0% | -24.4% | 0.022% | |
| 2/24/2025 | United Advisor Group LLC | 2,484 | $208K | 0.0% | N/A | 0.028% | |
| 2/18/2025 | Western Wealth Management LLC | 10,110 | $845K | 0.3% | -25.2% | 0.245% | |
| 2/17/2025 | Cetera Investment Advisers | 73,675 | $6.16M | 0.0% | +19.8% | 1.788% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 207,412 | $17.34M | 10.4% | N/A | 5.034% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 2,388 | $200K | 0.0% | N/A | 0.058% | |
| 2/14/2025 | Lido Advisors LLC | 179,933 | $15.04M | 0.1% | N/A | 4.367% | |
| 2/14/2025 | Betterment LLC | 2,916 | $244K | 0.0% | -4.9% | 0.071% | |
| 2/14/2025 | Leslie Global Wealth LLC | 77,992 | $6.52M | 3.0% | +16.5% | 1.893% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,027 | $337K | 0.0% | N/A | 0.098% | |
| 2/14/2025 | Stifel Financial Corp | 43,698 | $3.65M | 0.0% | -0.6% | 1.061% | |
| 2/14/2025 | MML Investors Services LLC | 32,195 | $2.69M | 0.0% | N/A | 0.781% | |
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| 2/13/2025 | Solano Wealth Investment Advisors LLC | 97,930 | $8.19M | 4.9% | N/A | 2.377% | |
| 2/13/2025 | Raymond James Financial Inc. | 336,518 | $28.13M | 0.0% | N/A | 8.168% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 6,270 | $524K | 0.0% | -4.6% | 0.152% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 50,084 | $4.19M | 0.0% | -20.4% | 1.216% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 6,086 | $508K | 0.0% | N/A | 0.148% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 45,381 | $3.79M | 0.0% | +9.4% | 1.101% | |
| 2/12/2025 | JPMorgan Chase & Co. | 110,773 | $9.26M | 0.0% | +22.2% | 2.689% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 3,703 | $310K | 0.0% | N/A | 0.090% | |
| 2/11/2025 | Modern Wealth Management LLC | 61,762 | $5.32M | 0.2% | -10.4% | 1.499% | |
| 2/11/2025 | LPL Financial LLC | 829,601 | $69.34M | 0.0% | +49.0% | 20.136% | |
