| 8/5/2025 | Prosperity Consulting Group LLC | 11,747 | $576K | 0.0% | -6.0% | 0.062% | |
| 8/5/2025 | Integrity Financial Corp WA | 21,449 | $1.05M | 0.5% | -13.4% | 0.113% | |
| 8/4/2025 | FWG Investments LLC. | 22,268 | $1.09M | 0.8% | -2.8% | 0.117% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 9,504 | $472K | 0.4% | -6.5% | 0.050% | |
| 8/4/2025 | Grant Street Asset Management Inc. | 6,500 | $319K | 0.1% | +17.0% | 0.034% | |
| 8/4/2025 | Assetmark Inc. | 188,985 | $9.27M | 0.0% | +32.1% | 0.993% | |
| 8/4/2025 | Arkadios Wealth Advisors | 7,343 | $360K | 0.0% | -23.7% | 0.039% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 114,330 | $5.61M | 0.0% | -76.5% | 0.601% | |
| 7/30/2025 | Strategic Blueprint LLC | 24,099 | $1.18M | 0.1% | +7.3% | 0.127% | |
| 7/30/2025 | LifeWealth Investments LLC | 4,304 | $211K | 0.1% | -68.0% | 0.023% | |
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| 7/30/2025 | TFB Advisors LLC | 14,620 | $717K | 0.2% | -6.2% | 0.077% | |
| 7/29/2025 | Stephens Inc. AR | 52,303 | $2.56M | 0.0% | +0.4% | 0.275% | |
| 7/28/2025 | Uptick Partners LLC | 14,398 | $706K | 0.2% | -24.2% | 0.076% | |
| 7/28/2025 | Mutual Advisors LLC | 9,156 | $459K | 0.0% | -7.7% | 0.048% | |
| 7/28/2025 | Harbour Investments Inc. | 9,752 | $478K | 0.0% | -3.9% | 0.051% | |
| 7/28/2025 | RFG Advisory LLC | 9,395 | $461K | 0.0% | N/A | 0.049% | |
| 7/25/2025 | Lion Street Advisors LLC | 10,829 | $531K | 0.2% | -17.2% | 0.057% | |
| 7/25/2025 | MGO One Seven LLC | 9,372 | $460K | 0.0% | +74.5% | 0.049% | |
| 7/25/2025 | CWM LLC | 348,650 | $17.09M | 0.1% | -4.1% | 1.832% | |
| 7/25/2025 | Apollon Wealth Management LLC | 30,416 | $1.49M | 0.0% | -1.3% | 0.160% | |
| 7/23/2025 | Ignite Planners LLC | 81,697 | $4.05M | 0.6% | -1.4% | 0.429% | |
| 7/23/2025 | REAP Financial Group LLC | 117,249 | $5.75M | 1.3% | -0.5% | 0.616% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 6,179 | $303K | 0.0% | -59.8% | 0.032% | |
| 7/23/2025 | Wealth Management Nebraska | 4,281 | $209K | 0.0% | N/A | 0.022% | |
| 7/22/2025 | MBL Wealth LLC | 127,812 | $6.27M | 0.6% | +1.2% | 0.672% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 195,667 | $9.59M | 0.2% | +1.7% | 1.028% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 34,552 | $1.69M | 0.1% | -5.7% | 0.182% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 7,635 | $374K | 0.0% | -13.7% | 0.040% | |
| 7/18/2025 | Truist Financial Corp | 20,540 | $1.01M | 0.0% | -1.6% | 0.108% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 6,915 | $339K | 0.0% | -16.5% | 0.036% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,075 | $249K | 0.0% | +10.9% | 0.027% | |
| 7/14/2025 | Sowell Financial Services LLC | 10,581 | $519K | 0.0% | -4.4% | 0.056% | |
| 7/11/2025 | Farther Finance Advisors LLC | 19,451 | $954K | 0.0% | -4.2% | 0.102% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 17,789 | $872K | 0.1% | -1.8% | 0.093% | |
| 7/9/2025 | Keystone Wealth Services LLC | 52,154 | $2.56M | 0.6% | +12.3% | 0.274% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 41,348 | $2.03M | 0.1% | +2.1% | 0.217% | |
| 7/9/2025 | Beacon Financial Group | 30,928 | $1.52M | 0.2% | -0.8% | 0.163% | |
| 6/2/2025 | Modern Wealth Management LLC | 23,499 | $1.07M | 0.0% | -1.2% | 0.123% | |
| 5/21/2025 | MBL Wealth LLC | 126,335 | $5.75M | 0.6% | -3.2% | 0.662% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,968 | $1.59M | 0.0% | -2.5% | 0.183% | |
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| 5/15/2025 | Royal Bank of Canada | 33,569 | $1.53M | 0.0% | -2.7% | 0.175% | |
| 5/14/2025 | CreativeOne Wealth LLC | 160,424 | $7.30M | 0.2% | +2.5% | 0.839% | |
| 5/14/2025 | FWG Investments LLC. | 22,909 | $1.04M | 1.2% | -1.2% | 0.120% | |
| 5/14/2025 | Kestra Advisory Services LLC | 78,718 | $3.58M | 0.0% | -0.5% | 0.411% | |
| 5/14/2025 | TFB Advisors LLC | 15,589 | $709K | 0.2% | +16.3% | 0.081% | |
| 5/13/2025 | Raymond James Financial Inc. | 289,028 | $13.15M | 0.0% | -16.5% | 1.511% | |
| 5/13/2025 | Cresset Asset Management LLC | 4,950 | $225K | 0.0% | -28.8% | 0.026% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,889 | $86K | 0.1% | +81.6% | 0.010% | |
| 5/12/2025 | Integrity Financial Corp WA | 24,755 | $1.13M | 0.6% | -1.1% | 0.129% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 25,157 | $1.14M | 0.0% | -33.3% | 0.132% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 12,835 | $584K | 0.2% | -2.3% | 0.067% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 12,497 | $568K | 0.0% | -5.7% | 0.065% | |
| 5/7/2025 | LPL Financial LLC | 93,997 | $4.28M | 0.0% | +13.0% | 0.491% | |
| 5/7/2025 | First Heartland Consultants Inc. | 39,207 | $1.78M | 0.2% | -3.0% | 0.205% | |
| 5/6/2025 | Assetmark Inc. | 143,086 | $6.51M | 0.0% | +38.5% | 0.748% | |
| 5/6/2025 | Cetera Investment Advisers | 355,399 | $16.17M | 0.0% | +14.2% | 1.858% | |
| 5/6/2025 | AE Wealth Management LLC | 20,903 | $951K | 0.0% | -44.8% | 0.109% | |
| 5/6/2025 | Ignite Planners LLC | 82,872 | $3.78M | 0.7% | -12.8% | 0.433% | |
| 5/5/2025 | Csenge Advisory Group | 7,137 | $311K | 0.0% | -36.4% | 0.037% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 125,862 | $5.73M | 1.2% | -14.3% | 0.658% | |
| 5/2/2025 | Apollon Wealth Management LLC | 30,807 | $1.40M | 0.0% | -3.3% | 0.161% | |
| 5/1/2025 | CWM LLC | 363,440 | $16.53M | 0.1% | -2.9% | 1.900% | |
| 5/1/2025 | Stephens Inc. AR | 52,076 | $2.37M | 0.0% | -1.6% | 0.272% | |
| 4/30/2025 | Brown Advisory Inc. | 5,000 | $227K | 0.0% | N/A | 0.026% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 23,543 | $1.07M | 0.3% | -7.2% | 0.123% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 486,005 | $22.11M | 0.0% | +11.3% | 2.541% | |
| 4/29/2025 | Strategic Blueprint LLC | 22,453 | $1.02M | 0.1% | +25.1% | 0.117% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 10,162 | $463K | 0.4% | -2.2% | 0.053% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 5,333 | $243K | 0.0% | -52.1% | 0.028% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 36,643 | $1.69M | 0.1% | -3.2% | 0.188% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 17,659 | $803K | 0.4% | -69.6% | 0.090% | |
| 4/24/2025 | Cambridge Advisors Inc. | 8,100 | $368K | 0.1% | -17.3% | 0.041% | |
| 4/24/2025 | Holistic Planning LLC | 18,999 | $864K | 0.3% | N/A | 0.097% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 93,686 | $4.26M | 0.0% | -4.0% | 0.480% | |
| 4/22/2025 | World Equity Group Inc. | 10,760 | $489K | 0.1% | +23.9% | 0.055% | |
| 4/21/2025 | ORG Partners LLC | 2,500 | $114K | 0.0% | N/A | 0.013% | |
| 4/21/2025 | Clear Point Advisors Inc. | 7,350 | $334K | 0.3% | -22.3% | 0.038% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,697 | $214K | 0.0% | -70.5% | 0.024% | |
| 4/21/2025 | LifeWealth Investments LLC | 13,438 | $611K | 0.2% | +55.2% | 0.069% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 15,358 | $700K | 0.0% | -20.7% | 0.079% | |
| 4/17/2025 | Sowell Financial Services LLC | 11,064 | $503K | 0.0% | +7.6% | 0.057% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 20,879 | $950K | 0.0% | -10.0% | 0.107% | |
| 4/17/2025 | Keystone Wealth Services LLC | 46,451 | $2.11M | 0.6% | -21.3% | 0.238% | |
| 4/16/2025 | Marshall Financial Group LLC | 5,964 | $271K | 0.1% | -5.6% | 0.031% | |
| 4/15/2025 | Integrated Advisors Network LLC | 20,720 | $942K | 0.0% | +3.8% | 0.106% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 192,474 | $8.76M | 0.2% | -13.3% | 0.986% | |
| 4/14/2025 | Farther Finance Advisors LLC | 20,298 | $925K | 0.0% | +4,102.5% | 0.104% | |
| 4/14/2025 | McCarthy & Cox | 23,340 | $1.06M | 0.5% | -93.1% | 0.120% | |
| 4/14/2025 | Park Avenue Securities LLC | 4,575 | $208K | 0.0% | N/A | 0.023% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 18,120 | $824K | 0.1% | -15.4% | 0.093% | |
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| 4/10/2025 | Beacon Financial Group | 31,179 | $1.42M | 0.2% | -12.2% | 0.160% | |
| 4/10/2025 | Accel Wealth Management | 33,782 | $1.54M | 0.6% | -3.2% | 0.173% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 40,515 | $1.84M | 0.1% | -2.3% | 0.207% | |
| 4/9/2025 | NBC Securities Inc. | 9,213 | $419K | 0.0% | +92,030.0% | 0.047% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 560 | $26K | 0.0% | N/A | 0.003% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,776 | $315K | 0.0% | N/A | 0.035% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 25,369 | $1.18M | 0.4% | N/A | 0.132% | |
| 2/28/2025 | Park Square Financial Group LLC | 544 | $25K | 0.0% | N/A | 0.004% | |
| 2/27/2025 | REAP Financial Group LLC | 117,245 | $5.46M | 1.4% | +1.5% | 0.837% | |
| 2/26/2025 | LifeWealth Investments LLC | 8,658 | $403K | 0.3% | N/A | 0.062% | |
