| 5/29/2025 | Nova Wealth Management Inc. | 29,990 | $1.88M | 1.6% | +36.6% | 0.133% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 87,413 | $5.49M | 3.4% | +15.1% | 0.387% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 65,051 | $4.08M | 0.1% | +9.2% | 0.288% | |
| 5/20/2025 | Focus Partners Wealth | 8,582 | $539K | 0.0% | N/A | 0.038% | |
| 5/20/2025 | Integrity Alliance LLC. | 19,479 | $1.22M | 0.0% | N/A | 0.086% | |
| 5/19/2025 | Jane Street Group LLC | 6,570 | $412K | 0.0% | -35.1% | 0.029% | |
| 5/16/2025 | Prostatis Group LLC | 51,236 | $3.22M | 1.0% | +38.1% | 0.227% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,291 | $207K | 0.0% | N/A | 0.015% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 896 | $56K | 0.0% | +48.8% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 21,560 | $1.35M | 0.0% | -69.6% | 0.095% | |
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| 5/16/2025 | Legacy Wealth Managment LLC ID | 1,307 | $82K | 0.1% | -20.0% | 0.006% | |
| 5/16/2025 | NewEdge Advisors LLC | 93,922 | $5.89M | 0.0% | +91.7% | 0.415% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 750 | $47K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 16,983 | $1.07M | 0.5% | N/A | 0.075% | |
| 5/15/2025 | Royal Bank of Canada | 119,454 | $7.50M | 0.0% | -6.9% | 0.528% | |
| 5/15/2025 | Calton & Associates Inc. | 7,629 | $479K | 0.1% | N/A | 0.034% | |
| 5/15/2025 | Titleist Asset Management LLC | 75,464 | $4.74M | 0.5% | +1.8% | 0.334% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,590 | $288K | 0.0% | -6.8% | 0.020% | |
| 5/15/2025 | Trexquant Investment LP | 3,211 | $201K | 0.0% | -19.6% | 0.014% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,140 | $385K | 0.0% | -28.2% | 0.027% | |
| 5/14/2025 | Comerica Bank | 13,500 | $847K | 0.0% | -25.8% | 0.060% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 363,127 | $22.79M | 0.0% | +102.2% | 1.606% | |
| 5/14/2025 | CW Advisors LLC | 37,069 | $2.33M | 0.0% | N/A | 0.164% | |
| 5/14/2025 | RWA Wealth Partners LLC | 16,408 | $1.03M | 0.0% | N/A | 0.073% | |
| 5/13/2025 | SFI Advisors LLC | 20,210 | $1.27M | 0.9% | N/A | 0.089% | |
| 5/13/2025 | Raymond James Financial Inc. | 406,230 | $25.49M | 0.0% | -12.4% | 1.797% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 13,172 | $827K | 0.6% | +18.6% | 0.058% | |
| 5/12/2025 | Meridian Wealth Management LLC | 105,574 | $6.63M | 0.3% | -0.6% | 0.467% | |
| 5/12/2025 | Maia Wealth LLC | 11,029 | $654K | 0.1% | +3.9% | 0.049% | |
| 5/12/2025 | Independent Advisor Alliance | 3,714 | $233K | 0.0% | -90.9% | 0.016% | |
| 5/12/2025 | Cooper Financial Group | 108,250 | $6.79M | 0.9% | +4.0% | 0.479% | |
| 5/12/2025 | Benjamin Edwards Inc. | 9,351 | $587K | 0.0% | -29.3% | 0.041% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,343 | $524K | 0.0% | N/A | 0.038% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 31,123 | $1.95M | 0.1% | +26.0% | 0.140% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 140,234 | $8.80M | 5.1% | +26.1% | 0.633% | |
| 5/8/2025 | IFG Advisory LLC | 32,370 | $2.03M | 0.1% | +46.0% | 0.146% | |
| 5/8/2025 | US Bancorp DE | 1,832 | $115K | 0.0% | N/A | 0.008% | |
| 5/8/2025 | Harbour Investments Inc. | 71,944 | $4.51M | 0.1% | -33.5% | 0.325% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,836 | $617K | 0.0% | +6.6% | 0.044% | |
| 5/8/2025 | Marshall Investment Management LLC | 31,289 | $1.96M | 1.2% | -6.9% | 0.141% | |
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| 5/8/2025 | Geneos Wealth Management Inc. | 66,303 | $4.16M | 0.1% | +11.3% | 0.299% | |
| 5/7/2025 | Vantage Financial Partners LLC | 19,629 | $1.23M | 0.3% | +21.3% | 0.089% | |
| 5/7/2025 | LPL Financial LLC | 1,773,263 | $111.27M | 0.0% | -1.2% | 8.002% | |
| 5/7/2025 | Anson Capital Inc. | 18,802 | $1.18M | 1.0% | +16.3% | 0.085% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 82,665 | $5.19M | 1.8% | +17.3% | 0.373% | |
| 5/6/2025 | Cetera Investment Advisers | 1,175,080 | $73.74M | 0.1% | +13.8% | 5.303% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 49,908 | $3.13M | 0.0% | +23.5% | 0.225% | |
| 5/6/2025 | Gratus Wealth Advisors LLC | 475,382 | $29.83M | 4.9% | N/A | 2.145% | |
| 5/6/2025 | PFG Advisors | 27,332 | $1.72M | 0.1% | +1.4% | 0.123% | |
| 5/5/2025 | Peterson Wealth Services | 6,690 | $420K | 0.1% | N/A | 0.030% | |
| 5/5/2025 | Wealth Alliance LLC | 4,252 | $267K | 0.0% | -38.2% | 0.019% | |
| 5/5/2025 | Calton & Associates Inc. | 2,672 | $168K | 0.0% | N/A | 0.012% | |
| 5/5/2025 | Private Advisor Group LLC | 96,308 | $6.04M | 0.0% | -12.5% | 0.435% | |
| 5/2/2025 | Archvest Wealth Advisors Inc. | 77,091 | $4.84M | 4.0% | N/A | 0.348% | |
| 5/2/2025 | Theory Financial LLC | 49,499 | $3.11M | 1.3% | +0.6% | 0.223% | |
| 5/2/2025 | James Investment Research Inc. | 10,272 | $645K | 0.1% | +21.6% | 0.046% | |
| 5/2/2025 | Apollon Financial LLC | 17,948 | $1.13M | 0.3% | +6.1% | 0.081% | |
| 5/2/2025 | Apollon Wealth Management LLC | 382,228 | $23.99M | 0.5% | +38.0% | 1.725% | |
| 5/2/2025 | Sigma Planning Corp | 15,985 | $1.00M | 0.0% | +16.0% | 0.072% | |
| 5/1/2025 | CWM LLC | 346,667 | $21.75M | 0.1% | +157.7% | 1.564% | |
| 5/1/2025 | Fifth Third Securities Inc. | 15,325 | $962K | 0.1% | -1.9% | 0.069% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 75,982 | $4.77M | 2.3% | +7.7% | 0.343% | |
| 4/30/2025 | New Insight Wealth Advisors | 28,030 | $1.76M | 0.8% | +49.8% | 0.126% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,517,383 | $95.22M | 0.0% | +13.2% | 6.847% | |
| 4/29/2025 | World Investment Advisors | 3,460 | $217K | 0.0% | N/A | 0.016% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 8,000 | $502K | 0.0% | -54.7% | 0.036% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 3,919 | $246K | 0.0% | +6.4% | 0.018% | |
| 4/29/2025 | Aviance Capital Partners LLC | 5,187 | $325K | 0.0% | N/A | 0.023% | |
| 4/28/2025 | Mutual Advisors LLC | 3,817 | $234K | 0.0% | -40.1% | 0.017% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 46,666 | $2.93M | 2.3% | +138.0% | 0.206% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 22,611 | $1.42M | 0.8% | +5.0% | 0.102% | |
| 4/28/2025 | Private Trust Co. NA | 2,404 | $151K | 0.0% | +152.8% | 0.011% | |
| 4/25/2025 | Valley National Advisers Inc. | 3,198 | $200K | 0.0% | -36.6% | 0.014% | |
| 4/25/2025 | Sovran Advisors LLC | 11,147 | $658K | 0.1% | +105.0% | 0.050% | |
| 4/25/2025 | Uniting Wealth Partners LLC | 3,224 | $202K | 0.1% | -96.5% | 0.015% | |
| 4/24/2025 | Golden State Wealth Management LLC | 9,612 | $603K | 0.1% | +21.6% | 0.043% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 97,427 | $6.11M | 0.0% | +5.1% | 0.440% | |
| 4/23/2025 | Golden State Wealth Management LLC | 19,219 | $1.21M | 0.1% | +143.2% | 0.087% | |
| 4/23/2025 | Systelligence LLC | 133,238 | $8.36M | 2.0% | +7.6% | 0.601% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 17,909 | $1.18M | 1.2% | -3.7% | 0.081% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 7,069 | $444K | 0.1% | +12.4% | 0.032% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 4,834 | $303K | 0.0% | -10.2% | 0.022% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 80,194 | $5.03M | 0.0% | -44.0% | 0.362% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 40,987 | $2.57M | 1.5% | +15.0% | 0.185% | |
| 4/21/2025 | Provident Wealth Management LLC | 100,413 | $6.30M | 2.2% | +4.9% | 0.453% | |
| 4/21/2025 | ERn Financial LLC | 10,992 | $690K | 0.1% | -2.1% | 0.050% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 122,547 | $7.69M | 0.0% | +18.3% | 0.553% | |
| 4/21/2025 | MFA Wealth Advisors LLC | 15,570 | $977K | 0.2% | N/A | 0.070% | |
| 4/21/2025 | JBR Co Financial Management Inc | 25,797 | $1.62M | 0.9% | +38.3% | 0.116% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 28,458 | $1.79M | 0.1% | +62.3% | 0.128% | |
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| 4/18/2025 | Mayfair Advisory Group LLC | 6,164 | $387K | 0.2% | N/A | 0.027% | |
| 4/18/2025 | Financial Freedom LLC | 9,017 | $566K | 0.3% | +362.9% | 0.040% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 196,372 | $12.32M | 0.0% | +66.3% | 0.869% | |
| 4/17/2025 | D Orazio & Associates Inc. | 4,705 | $295K | 0.0% | +30.3% | 0.021% | |
| 4/17/2025 | Sound Income Strategies LLC | 14,391 | $903K | 0.1% | N/A | 0.064% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 4,594 | $288K | 0.0% | +16.8% | 0.020% | |
| 4/16/2025 | Hoey Investments Inc. | 1,080 | $68K | 0.0% | N/A | 0.005% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 183,401 | $11.51M | 2.3% | +5.4% | 0.811% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 299,125 | $18.77M | 0.0% | +26.2% | 1.323% | |
| 4/16/2025 | Marmo Financial Group LLC | 277,389 | $17.41M | 9.5% | +5.7% | 1.227% | |
