| 8/6/2025 | AE Wealth Management LLC | 5,785 | $261K | 0.0% | -3.8% | 0.074% | |
| 8/6/2025 | Penserra Capital Management LLC | 386,903 | $17.47M | 0.2% | -4.9% | 4.929% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 10,682 | $482K | 0.2% | -11.9% | 0.136% | |
| 8/5/2025 | Sigma Planning Corp | 12,163 | $549K | 0.0% | -2.5% | 0.155% | |
| 8/4/2025 | FWG Investments LLC. | 12,687 | $573K | 0.4% | -6.8% | 0.162% | |
| 8/4/2025 | Arkadios Wealth Advisors | 22,907 | $1.03M | 0.0% | +1.0% | 0.292% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 3,008 | $136K | 0.0% | +902.7% | 0.038% | |
| 8/1/2025 | GWN Securities Inc. | 10,285 | $464K | 0.1% | -90.9% | 0.131% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 52,147 | $2.36M | 0.0% | -2.7% | 0.664% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 7,300 | $330K | 0.2% | -4.3% | 0.093% | |
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| 7/30/2025 | Brookstone Capital Management | 631,930 | $28.54M | 0.4% | +6.1% | 8.050% | |
| 7/30/2025 | IMG Wealth Management Inc. | 13,309 | $601K | 0.5% | -29.3% | 0.170% | |
| 7/28/2025 | RFG Advisory LLC | 6,573 | $297K | 0.0% | -28.3% | 0.084% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,774 | $216K | 0.0% | N/A | 0.061% | |
| 7/25/2025 | Lion Street Advisors LLC | 4,498 | $203K | 0.1% | -49.4% | 0.057% | |
| 7/24/2025 | Blair William & Co. IL | 74,480 | $3.36M | 0.0% | -5.4% | 0.949% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,232 | $56K | 0.0% | N/A | 0.016% | |
| 7/21/2025 | Seros Financial LLC | 4,577 | $207K | 0.1% | N/A | 0.058% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,279 | $825K | 0.0% | -12.3% | 0.233% | |
| 7/16/2025 | NovaPoint Capital LLC | 50,261 | $2.27M | 0.7% | -0.9% | 0.640% | |
| 7/16/2025 | Kathmere Capital Management LLC | 4,616 | $208K | 0.0% | N/A | 0.059% | |
| 7/15/2025 | BCS Wealth Management | 30,544 | $1.38M | 0.3% | +1.9% | 0.389% | |
| 7/14/2025 | CRA Financial Services LLC | 8,420 | $380K | 0.1% | -5.1% | 0.107% | |
| 7/14/2025 | Chris Bulman Inc | 50,458 | $2.28M | 1.3% | +10.1% | 0.643% | |
| 7/9/2025 | Krilogy Financial LLC | 35,015 | $1.58M | 0.1% | -3.6% | 0.446% | |
| 5/15/2025 | OLD Mission Capital LLC | 23,566 | $986K | 0.0% | N/A | 0.515% | |
| 5/14/2025 | CreativeOne Wealth LLC | 17,507 | $733K | 0.0% | +3.7% | 0.381% | |
| 5/14/2025 | FWG Investments LLC. | 13,609 | $570K | 0.7% | -21.2% | 0.296% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,644 | $1.37M | 0.0% | +15.1% | 0.710% | |
| 5/13/2025 | Cresset Asset Management LLC | 119,710 | $5.01M | 0.0% | +9.9% | 2.602% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,441 | $60K | 0.1% | N/A | 0.031% | |
| 5/13/2025 | HighTower Advisors LLC | 87,598 | $3.67M | 0.0% | -2.3% | 1.904% | |
| 5/9/2025 | WealthShield Partners LLC | 2,300 | $96K | 0.0% | -39.5% | 0.050% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 25,341 | $1.06M | 0.1% | +2.3% | 0.551% | |
| 5/9/2025 | Blair William & Co. IL | 78,690 | $3.29M | 0.0% | -1.0% | 1.711% | |
| 5/8/2025 | Wealthquest Corp | 16,874 | $706K | 0.0% | -13.7% | 0.367% | |
| 5/8/2025 | Arkadios Wealth Advisors | 22,681 | $949K | 0.0% | N/A | 0.493% | |
| 5/8/2025 | FSA Advisors Inc. | 26,346 | $1.10M | 0.9% | +103.2% | 0.573% | |
| 5/7/2025 | Vantage Financial Partners LLC | 19,615 | $821K | 0.2% | -4.5% | 0.426% | |
| 5/7/2025 | LPL Financial LLC | 43,779 | $1.83M | 0.0% | +1.3% | 0.952% | |
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| 5/6/2025 | Cetera Investment Advisers | 66,505 | $2.78M | 0.0% | -6.0% | 1.446% | |
| 5/6/2025 | AE Wealth Management LLC | 6,012 | $252K | 0.0% | +9.9% | 0.131% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 700 | $29K | 0.0% | N/A | 0.015% | |
| 5/5/2025 | IFP Advisors Inc | 6,413 | $268K | 0.0% | +9.5% | 0.139% | |
| 4/30/2025 | Cerity Partners LLC | 147,743 | $6.18M | 0.0% | +6.5% | 3.212% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 3,854 | $161K | 0.1% | +142.2% | 0.084% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 53,609 | $2.24M | 0.0% | +6.5% | 1.165% | |
| 4/29/2025 | Penserra Capital Management LLC | 406,838 | $17.03M | 0.3% | +17.2% | 8.844% | |
| 4/29/2025 | Strategic Blueprint LLC | 37,852 | $1.58M | 0.1% | +198.0% | 0.823% | |
| 4/29/2025 | Brookstone Capital Management | 595,448 | $24.92M | 0.4% | +10.3% | 12.945% | |
| 4/28/2025 | Mutual Advisors LLC | 8,444 | $350K | 0.0% | +17.4% | 0.184% | |
| 4/28/2025 | Weaver Consulting Group | 7,899 | $331K | 0.1% | -14.5% | 0.172% | |
| 4/28/2025 | NovaPoint Capital LLC | 50,716 | $2.12M | 0.7% | -8.1% | 1.103% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,020 | $43K | 0.0% | N/A | 0.022% | |
| 4/23/2025 | IMG Wealth Management Inc. | 18,812 | $787K | 0.7% | +42.3% | 0.409% | |
| 4/23/2025 | Continuum Advisory LLC | 741 | $31K | 0.0% | +128.0% | 0.016% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,662 | $2.08M | 0.0% | -3.6% | 1.080% | |
| 4/16/2025 | CRA Financial Services LLC | 8,870 | $371K | 0.1% | -7.9% | 0.178% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,560 | $358K | 0.0% | -5.5% | 0.172% | |
| 4/16/2025 | Krilogy Financial LLC | 36,330 | $1.52M | 0.1% | -4.6% | 0.730% | |
| 4/15/2025 | Chris Bulman Inc | 45,848 | $1.92M | 1.2% | -2.8% | 0.921% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 30,234 | $1.27M | 0.4% | -19.2% | 0.607% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,415 | $101K | 0.0% | N/A | 0.048% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 12,834 | $537K | 0.1% | +14.4% | 0.258% | |
| 4/14/2025 | BCS Wealth Management | 29,987 | $1.26M | 0.3% | -2.6% | 0.602% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 7,630 | $319K | 0.2% | N/A | 0.153% | |
| 4/9/2025 | RFG Advisory LLC | 9,165 | $384K | 0.0% | -28.6% | 0.184% | |
| 4/9/2025 | Milestone Asset Management LLC | 13,859 | $580K | 0.1% | -10.1% | 0.278% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 6,612 | $277K | 0.0% | +29.9% | 0.133% | |
| 4/7/2025 | AdvisorNet Financial Inc | 667 | $28K | 0.0% | -47.4% | 0.013% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,060 | $391K | 0.0% | +7.1% | 0.181% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 1,591 | $68K | 0.0% | N/A | 0.023% | |
| 2/17/2025 | Stuart Chaussee & Associates Inc. | 2,620,110 | $112.95M | 28.0% | N/A | 70.814% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 20,902 | $901K | 0.0% | +95.3% | 0.565% | |
| 2/17/2025 | CoreCap Advisors LLC | 10,084 | $435K | 0.0% | -45.6% | 0.273% | |
| 2/17/2025 | Cresset Asset Management LLC | 108,963 | $4.70M | 0.0% | +1,552.5% | 2.945% | |
| 2/17/2025 | Cetera Investment Advisers | 70,747 | $3.05M | 0.0% | +2.7% | 1.912% | |
| 2/17/2025 | Citadel Advisors LLC | 10,124 | $436K | 0.0% | N/A | 0.274% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 20,053 | $864K | 0.0% | +50.9% | 0.542% | |
| 2/14/2025 | Capital Analysts LLC | 2,402 | $104K | 0.0% | -14.5% | 0.065% | |
| 2/14/2025 | Three Seasons Wealth LLC | 13,683 | $590K | 0.3% | N/A | 0.370% | |
| 2/14/2025 | IHT Wealth Management LLC | 15,224 | $656K | 0.0% | N/A | 0.411% | |
| 2/14/2025 | MML Investors Services LLC | 33,916 | $1.46M | 0.0% | +7.6% | 0.917% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 16,378 | $706K | 0.2% | N/A | 0.443% | |
| 2/13/2025 | CreativeOne Wealth LLC | 16,881 | $728K | 0.0% | N/A | 0.456% | |
| 2/13/2025 | Raymond James Financial Inc. | 25,355 | $1.09M | 0.0% | N/A | 0.685% | |
| 2/13/2025 | Cerity Partners LLC | 138,692 | $5.98M | 0.0% | +276.4% | 3.748% | |
| 2/13/2025 | Trek Financial LLC | 36,719 | $1.58M | 0.1% | +14.0% | 0.992% | |
| 2/13/2025 | Waterloo Capital L.P. | 5,203 | $224K | 0.0% | N/A | 0.141% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 50,359 | $2.17M | 0.0% | +20.0% | 1.361% | |
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| 2/12/2025 | Bullseye Investment Management LLC | 54,510 | $2.35M | 1.6% | -74.4% | 1.473% | |
| 2/12/2025 | Blair William & Co. IL | 79,464 | $3.43M | 0.0% | N/A | 2.148% | |
| 2/11/2025 | LPL Financial LLC | 43,233 | $1.86M | 0.0% | -11.6% | 1.168% | |
| 2/10/2025 | IMG Wealth Management Inc. | 13,222 | $570K | 0.5% | N/A | 0.357% | |
| 2/10/2025 | GWN Securities Inc. | 11,592 | $511K | 0.1% | N/A | 0.313% | |
| 2/10/2025 | Harbour Investments Inc. | 9,142 | $394K | 0.0% | +96.3% | 0.247% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 12,146 | $524K | 0.2% | +49.6% | 0.328% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 241,099 | $10.39M | 0.0% | +21.8% | 6.516% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 1,066 | $46K | 0.0% | -19.0% | 0.029% | |
| 2/7/2025 | HighTower Advisors LLC | 89,646 | $3.87M | 0.0% | +27.8% | 2.423% | |
