| 5/29/2025 | Apeiron RIA LLC | 24,008 | $1.12M | 0.3% | N/A | 0.194% | |
| 5/22/2025 | Mattson Financial Services LLC | 46,660 | $2.17M | 0.7% | N/A | 0.377% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,031 | $188K | 0.0% | +35.3% | 0.033% | |
| 5/20/2025 | Integrity Alliance LLC. | 230,392 | $10.73M | 0.4% | N/A | 1.863% | |
| 5/19/2025 | Jane Street Group LLC | 25,517 | $1.19M | 0.0% | -49.3% | 0.206% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 8,762 | $398K | 0.1% | N/A | 0.071% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 7,070 | $329K | 0.2% | +19.4% | 0.057% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 23,718 | $1.11M | 0.0% | N/A | 0.192% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 6,576 | $306K | 0.0% | N/A | 0.053% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 5,371 | $250K | 0.1% | N/A | 0.043% | |
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| 5/16/2025 | NewEdge Advisors LLC | 350,912 | $16.34M | 0.1% | N/A | 2.837% | |
| 5/14/2025 | Comerica Bank | 756,303 | $35.22M | 0.1% | -4.9% | 6.114% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,086 | $50K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | Tradition Wealth Management LLC | 42,740 | $1.99M | 0.2% | N/A | 0.346% | |
| 5/14/2025 | Vertex Planning Partners LLC | 14,620 | $681K | 0.1% | N/A | 0.118% | |
| 5/13/2025 | Gen Wealth Partners Inc | 16,982 | $791K | 0.3% | N/A | 0.137% | |
| 5/13/2025 | Heck Capital Advisors LLC | 169,272 | $7.88M | 0.9% | +6.4% | 1.368% | |
| 5/13/2025 | HighTower Advisors LLC | 24,626 | $1.15M | 0.0% | -2.1% | 0.199% | |
| 5/12/2025 | Maia Wealth LLC | 28,041 | $1.28M | 0.3% | N/A | 0.227% | |
| 5/12/2025 | Cooper Financial Group | 15,033 | $700K | 0.1% | N/A | 0.122% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 7,828 | $365K | 0.1% | -3.0% | 0.073% | |
| 5/9/2025 | Kickstand Ventures LLC. | 16,583 | $772K | 0.2% | N/A | 0.154% | |
| 5/8/2025 | Harbour Investments Inc. | 15,440 | $719K | 0.0% | N/A | 0.143% | |
| 5/7/2025 | Nemes Rush Group LLC | 8,883 | $414K | 0.1% | +558.5% | 0.082% | |
| 5/7/2025 | LPL Financial LLC | 31,347 | $1.46M | 0.0% | N/A | 0.291% | |
| 5/6/2025 | Cetera Investment Advisers | 80,039 | $3.73M | 0.0% | +48.5% | 0.742% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 12,567 | $585K | 0.2% | N/A | 0.116% | |
| 5/6/2025 | Brookwood Investment Group LLC | 11,236 | $523K | 0.1% | N/A | 0.104% | |
| 5/6/2025 | One Wealth Advisors LLC | 151,776 | $7.07M | 1.1% | N/A | 1.407% | |
| 5/6/2025 | AE Wealth Management LLC | 117,571 | $5.48M | 0.0% | N/A | 1.090% | |
| 5/6/2025 | M1 Capital Management LLC | 25,818 | $1.20M | 0.8% | N/A | 0.239% | |
| 5/6/2025 | WESPAC Advisors SoCal LLC | 60,150 | $2.80M | 0.7% | N/A | 0.557% | |
| 5/6/2025 | PFG Advisors | 52,884 | $2.46M | 0.1% | N/A | 0.490% | |
| 5/5/2025 | West Wealth Group LLC | 69,850 | $3.26M | 1.0% | N/A | 0.647% | |
| 5/5/2025 | Resurgent Financial Advisors LLC | 6,384 | $297K | 0.2% | N/A | 0.059% | |
| 5/5/2025 | Private Advisor Group LLC | 7,766 | $362K | 0.0% | N/A | 0.072% | |
| 5/5/2025 | Nwam LLC | 9,989 | $465K | 0.0% | N/A | 0.093% | |
| 5/5/2025 | Transce3nd LLC | 1,082 | $50K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 54,751 | $2.55M | 0.4% | N/A | 0.507% | |
| 5/2/2025 | Theory Financial LLC | 37,184 | $1.73M | 0.7% | N/A | 0.345% | |
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| 5/1/2025 | CWM LLC | 37,966 | $1.77M | 0.0% | +9,251.2% | 0.352% | |
| 5/1/2025 | Northwest Capital Management Inc | 37,579 | $1.75M | 0.7% | N/A | 0.348% | |
| 5/1/2025 | Fulcrum Equity Management | 5,576 | $260K | 0.3% | N/A | 0.052% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 195,497 | $9.10M | 1.6% | N/A | 1.812% | |
| 4/30/2025 | Fullcircle Wealth LLC | 12,386 | $573K | 0.2% | N/A | 0.115% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 494,805 | $23.04M | 0.0% | +355.2% | 4.586% | |
| 4/29/2025 | Bush Investment Group LLC | 19,085 | $889K | 0.7% | N/A | 0.177% | |
| 4/29/2025 | Sutton Place Investors LLC | 13,556 | $631K | 0.4% | N/A | 0.126% | |
| 4/29/2025 | Strategic Blueprint LLC | 13,763 | $641K | 0.0% | N/A | 0.128% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 1,418,492 | $66.06M | 0.8% | N/A | 13.146% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 15,258 | $711K | 0.1% | N/A | 0.141% | |
| 4/25/2025 | Hobbs Wealth Management LLC | 12,950 | $603K | 0.7% | N/A | 0.120% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 15,355 | $715K | 0.0% | N/A | 0.142% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 4,309 | $201K | 0.1% | N/A | 0.040% | |
| 4/25/2025 | Sovran Advisors LLC | 5,267 | $241K | 0.0% | N/A | 0.049% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 7,792 | $363K | 0.0% | N/A | 0.072% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 8,414 | $392K | 0.1% | N/A | 0.078% | |
| 4/24/2025 | Tanager Wealth Management LLP | 98,195 | $4.57M | 0.6% | -15.4% | 0.910% | |
| 4/23/2025 | Western Financial Corp CA | 6,185 | $288K | 0.2% | N/A | 0.057% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 9,002 | $419K | 0.0% | N/A | 0.083% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 21,035 | $980K | 0.5% | N/A | 0.195% | |
| 4/23/2025 | TSA Wealth Managment LLC | 140,084 | $6.52M | 2.6% | N/A | 1.298% | |
| 4/23/2025 | Spire Wealth Management | 948 | $44K | 0.0% | N/A | 0.009% | |
| 4/23/2025 | Clearview Wealth Advisors LLC | 19,778 | $921K | 0.7% | N/A | 0.183% | |
| 4/22/2025 | Merkkuri Wealth Advisors LLC | 8,546 | $398K | 0.3% | N/A | 0.079% | |
| 4/22/2025 | Spectrum Planning & Advisory Services Inc. | 17,743 | $826K | 0.7% | N/A | 0.164% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,528 | $351K | 0.0% | N/A | 0.070% | |
| 4/21/2025 | Catalina Capital Group LLC | 7,484 | $349K | 0.2% | N/A | 0.069% | |
| 4/21/2025 | PSI Advisors LLC | 1,627 | $76K | 0.0% | N/A | 0.015% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,783 | $828K | 0.0% | N/A | 0.149% | |
| 4/15/2025 | Focus Financial Network Inc. | 52,149 | $2.43M | 0.1% | N/A | 0.436% | |
| 4/15/2025 | My Legacy Advisors LLC | 27,426 | $1.28M | 0.5% | N/A | 0.229% | |
| 4/14/2025 | Range Financial Group LLC | 16,684 | $777K | 0.3% | N/A | 0.139% | |
| 4/14/2025 | RDA Financial Network | 14,056 | $655K | 0.2% | N/A | 0.117% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 19,437 | $905K | 0.1% | N/A | 0.162% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 121,358 | $5.65M | 3.8% | N/A | 1.014% | |
| 4/14/2025 | LexAurum Advisors LLC | 7,318 | $341K | 0.1% | N/A | 0.061% | |
| 4/11/2025 | Ehrlich Financial Group | 24,650 | $1.15M | 0.8% | N/A | 0.206% | |
| 4/10/2025 | Cypress Wealth Services LLC | 31,032 | $1.45M | 0.3% | N/A | 0.259% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 11,319 | $527K | 0.3% | N/A | 0.095% | |
| 4/9/2025 | Paladin Wealth LLC | 13,253 | $617K | 0.6% | +31.3% | 0.111% | |
| 4/9/2025 | Gradient Investments LLC | 408,464 | $19.02M | 0.4% | +16.2% | 3.412% | |
| 2/25/2025 | Heck Capital Advisors LLC | 159,127 | $7.13M | 0.4% | N/A | 2.670% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 5,921 | $265K | 0.1% | N/A | 0.207% | |
| 2/17/2025 | Cetera Investment Advisers | 53,905 | $2.42M | 0.0% | N/A | 1.885% | |
| 2/17/2025 | Citadel Advisors LLC | 77,724 | $3.48M | 0.0% | +1,349.5% | 2.718% | |
| 2/17/2025 | Bank of America Corp DE | 59,644 | $2.67M | 0.0% | +1.4% | 2.085% | |
| 2/14/2025 | Jane Street Group LLC | 50,377 | $2.26M | 0.0% | +274.8% | 1.761% | |
| 2/14/2025 | Comerica Bank | 795,067 | $35.64M | 0.1% | +172.4% | 27.800% | |
| 2/14/2025 | Two Sigma Securities LLC | 5,410 | $243K | 0.0% | N/A | 0.189% | |
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| 2/13/2025 | Belpointe Asset Management LLC | 6,275 | $300K | 0.0% | N/A | 0.219% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 108,701 | $4.87M | 0.0% | +2,298.0% | 3.801% | |
| 2/12/2025 | Nemes Rush Group LLC | 1,349 | $60K | 0.0% | N/A | 0.047% | |
| 2/12/2025 | Prime Capital Investment Advisors LLC | 2,448,299 | $109.76M | 1.6% | +27.9% | 85.605% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,655 | $74K | 0.0% | N/A | 0.058% | |
| 2/7/2025 | HighTower Advisors LLC | 25,147 | $1.13M | 0.0% | N/A | 0.879% | |
| 2/4/2025 | Brown Financial Advisors | 26,584 | $1.19M | 0.5% | N/A | 0.930% | |
| 2/3/2025 | Legacy Capital Group California Inc. | 8,072 | $362K | 0.1% | N/A | 0.282% | |
| 2/3/2025 | Morningstar Investment Management LLC | 572,996 | $25.69M | 2.0% | N/A | 20.035% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,324 | $264K | 0.0% | N/A | 0.186% | |
