| 8/8/2025 | Rockefeller Capital Management L.P. | 15,441 | $774K | 0.0% | -2.0% | 0.088% | |
| 8/8/2025 | Cetera Investment Advisers | 763,457 | $38.26M | 0.1% | +48.4% | 4.355% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 18,348 | $919K | 0.0% | N/A | 0.105% | |
| 8/7/2025 | Altman Advisors Inc. | 114,531 | $5.74M | 2.2% | +13.5% | 0.653% | |
| 8/6/2025 | Prospera Financial Services Inc | 18,341 | $919K | 0.0% | +37.2% | 0.105% | |
| 8/6/2025 | AE Wealth Management LLC | 2,941 | $147K | 0.0% | -87.8% | 0.017% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 4,046 | $203K | 0.0% | -46.0% | 0.023% | |
| 8/5/2025 | Integrity Financial Corp WA | 47,667 | $2.39M | 1.2% | -3.3% | 0.272% | |
| 8/4/2025 | FWG Investments LLC. | 28,999 | $1.45M | 1.1% | +11.9% | 0.165% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 10,134 | $514K | 0.4% | -5.6% | 0.058% | |
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| 8/4/2025 | Atria Investments Inc | 49,961 | $2.50M | 0.0% | +597.5% | 0.285% | |
| 8/4/2025 | Savvy Advisors Inc. | 4,362 | $219K | 0.0% | -10.7% | 0.025% | |
| 8/4/2025 | Assetmark Inc. | 184,272 | $9.23M | 0.0% | +32.7% | 1.051% | |
| 8/4/2025 | Spire Wealth Management | 4,100 | $205K | 0.0% | -19.9% | 0.023% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 4,445 | $223K | 0.0% | N/A | 0.025% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 465,949 | $23.35M | 0.0% | +381.1% | 2.658% | |
| 7/31/2025 | VestGen Investment Management | 11,772 | $590K | 0.4% | N/A | 0.067% | |
| 7/30/2025 | Bleakley Financial Group LLC | 21,634 | $1.08M | 0.0% | -3.8% | 0.123% | |
| 7/30/2025 | Strategic Blueprint LLC | 14,301 | $717K | 0.0% | -48.5% | 0.082% | |
| 7/30/2025 | TFB Advisors LLC | 14,074 | $705K | 0.2% | -5.6% | 0.080% | |
| 7/30/2025 | Brookstone Capital Management | 14,013 | $702K | 0.0% | -23.9% | 0.080% | |
| 7/29/2025 | Stephens Inc. AR | 14,203 | $712K | 0.0% | -6.5% | 0.081% | |
| 7/28/2025 | Harbour Investments Inc. | 38,247 | $1.92M | 0.0% | +3.2% | 0.218% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 4,296 | $215K | 0.0% | -54.6% | 0.025% | |
| 7/28/2025 | RFG Advisory LLC | 9,164 | $459K | 0.0% | N/A | 0.052% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,686 | $335K | 0.0% | -58.9% | 0.038% | |
| 7/25/2025 | MGO One Seven LLC | 4,633 | $232K | 0.0% | N/A | 0.026% | |
| 7/25/2025 | CWM LLC | 168,729 | $8.46M | 0.0% | -2.3% | 0.963% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 4,208 | $211K | 0.2% | N/A | 0.024% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 14,355 | $719K | 0.1% | -15.0% | 0.082% | |
| 7/23/2025 | REAP Financial Group LLC | 73,011 | $3.66M | 0.9% | -8.6% | 0.416% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 7,266 | $364K | 0.0% | -71.8% | 0.041% | |
| 7/22/2025 | MBL Wealth LLC | 69,046 | $3.46M | 0.3% | -28.8% | 0.394% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 14,763 | $740K | 0.0% | -27.2% | 0.084% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 62,443 | $3.13M | 1.1% | -1.1% | 0.356% | |
| 7/18/2025 | Truist Financial Corp | 20,568 | $1.03M | 0.0% | +12.7% | 0.117% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 39,178 | $1.96M | 0.0% | -0.6% | 0.223% | |
| 7/17/2025 | ERn Financial LLC | 55,875 | $2.80M | 0.6% | -10.6% | 0.319% | |
| 7/15/2025 | Pitti Group Wealth Management LLC | 15,676 | $786K | 0.7% | -6.0% | 0.089% | |
| 7/15/2025 | Legacy Solutions LLC | 6,203 | $311K | 0.3% | -3.8% | 0.035% | |
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| 7/15/2025 | McCarthy & Cox | 53,069 | $2.66M | 0.7% | -0.9% | 0.303% | |
| 7/14/2025 | Flagstar Advisors Inc. | 6,959 | $349K | 0.1% | -3.7% | 0.040% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,542 | $278K | 0.0% | N/A | 0.032% | |
| 7/14/2025 | Sowell Financial Services LLC | 7,199 | $361K | 0.0% | -3.1% | 0.041% | |
| 7/11/2025 | Farther Finance Advisors LLC | 25,339 | $1.27M | 0.0% | +13.5% | 0.145% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,235 | $669K | 0.0% | -3.3% | 0.075% | |
| 7/9/2025 | Keystone Wealth Services LLC | 49,196 | $2.47M | 0.6% | -2.1% | 0.281% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 908 | $45K | 0.0% | N/A | 0.005% | |
| 5/21/2025 | MBL Wealth LLC | 97,027 | $4.53M | 0.5% | -1.6% | 0.556% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 28,050 | $1.31M | 0.0% | -1.8% | 0.159% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 47,887 | $2.24M | 0.0% | +0.7% | 0.271% | |
| 5/15/2025 | OLD Mission Capital LLC | 36,298 | $1.69M | 0.0% | N/A | 0.205% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,367 | $437K | 0.0% | -92.3% | 0.053% | |
| 5/14/2025 | FWG Investments LLC. | 25,911 | $1.21M | 1.4% | +1.3% | 0.147% | |
| 5/14/2025 | Kestra Advisory Services LLC | 54,272 | $2.53M | 0.0% | -3.3% | 0.307% | |
| 5/14/2025 | TFB Advisors LLC | 14,904 | $696K | 0.2% | +31.7% | 0.084% | |
| 5/13/2025 | Raymond James Financial Inc. | 439,559 | $20.51M | 0.0% | +10.1% | 2.486% | |
| 5/12/2025 | Townsquare Capital LLC | 14,836 | $692K | 0.0% | -2.6% | 0.084% | |
| 5/12/2025 | Integrity Financial Corp WA | 49,292 | $2.30M | 1.3% | +6.7% | 0.279% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 16,284 | $760K | 0.0% | -34.1% | 0.092% | |
| 5/8/2025 | Grantvest Financial Group LLC | 6,329 | $295K | 0.2% | -10.3% | 0.036% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 37,833 | $1.77M | 0.7% | -1.0% | 0.214% | |
| 5/8/2025 | Arkadios Wealth Advisors | 14,823 | $692K | 0.0% | +13.6% | 0.084% | |
| 5/7/2025 | LPL Financial LLC | 212,647 | $9.92M | 0.0% | +2.7% | 1.203% | |
| 5/6/2025 | Assetmark Inc. | 138,849 | $6.48M | 0.0% | +39.0% | 0.785% | |
| 5/6/2025 | Cetera Investment Advisers | 514,416 | $24.01M | 0.0% | -36.2% | 2.910% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 29,873 | $1.39M | 0.0% | -44.4% | 0.169% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 9,530 | $445K | 0.0% | -3.6% | 0.054% | |
| 5/6/2025 | AE Wealth Management LLC | 24,052 | $1.12M | 0.0% | -2.5% | 0.136% | |
| 5/6/2025 | Ignite Planners LLC | 11,326 | $527K | 0.1% | -11.6% | 0.064% | |
| 5/5/2025 | IFP Advisors Inc | 28,873 | $1.35M | 0.0% | -88.6% | 0.163% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 48,195 | $2.25M | 0.0% | -5.6% | 0.273% | |
| 5/2/2025 | Altman Advisors Inc. | 100,891 | $4.71M | 2.0% | -75.2% | 0.571% | |
| 5/1/2025 | Bleakley Financial Group LLC | 22,483 | $1.05M | 0.0% | -18.0% | 0.127% | |
| 5/1/2025 | CWM LLC | 172,722 | $8.06M | 0.0% | -0.5% | 0.977% | |
| 5/1/2025 | Stephens Inc. AR | 15,190 | $709K | 0.0% | +60.7% | 0.086% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 96,843 | $4.52M | 0.0% | -75.4% | 0.548% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 8,923 | $416K | 0.1% | -4.2% | 0.050% | |
| 4/29/2025 | Strategic Blueprint LLC | 27,751 | $1.30M | 0.1% | +69.6% | 0.157% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 10,740 | $502K | 0.5% | +3.3% | 0.061% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 20,284 | $962K | 0.0% | +14.7% | 0.111% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 10,449 | $488K | 0.2% | +24.3% | 0.057% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 60,937 | $2.84M | 0.0% | -42.6% | 0.333% | |
| 4/21/2025 | ERn Financial LLC | 62,495 | $2.92M | 0.5% | -4.5% | 0.342% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 25,797 | $1.21M | 0.0% | +50.0% | 0.141% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 63,141 | $2.95M | 1.2% | -2.1% | 0.345% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 9,472 | $442K | 0.0% | N/A | 0.052% | |
| 4/17/2025 | Sowell Financial Services LLC | 7,428 | $347K | 0.0% | N/A | 0.041% | |
| 4/17/2025 | Keystone Wealth Services LLC | 50,256 | $2.35M | 0.6% | -5.1% | 0.275% | |
| 4/15/2025 | Integrated Advisors Network LLC | 30,827 | $1.44M | 0.1% | +2.7% | 0.169% | |
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| 4/14/2025 | Farther Finance Advisors LLC | 22,319 | $1.04M | 0.0% | +4,010.3% | 0.122% | |
| 4/14/2025 | McCarthy & Cox | 53,546 | $2.50M | 1.1% | -83.9% | 0.293% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 44,417 | $2.07M | 0.2% | -5.7% | 0.243% | |
| 4/9/2025 | NBC Securities Inc. | 12,789 | $596K | 0.1% | +98,276.9% | 0.070% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,683 | $654K | 0.0% | +22.8% | 0.068% | |
| 3/12/2025 | Centaurus Financial Inc. | 18,969 | $907K | 0.1% | N/A | 0.095% | |
| 3/6/2025 | Plotkin Financial Advisors LLC | 33,855 | $1.62M | 1.0% | -2.5% | 0.169% | |
| 2/28/2025 | Park Square Financial Group LLC | 527 | $25K | 0.0% | N/A | 0.004% | |
| 2/27/2025 | REAP Financial Group LLC | 82,671 | $3.95M | 1.0% | -7.3% | 0.597% | |
| 2/25/2025 | Armis Advisers LLC | 84,690 | $4.05M | 0.5% | N/A | 0.611% | |
