| 8/15/2025 | Corient Private Wealth LLC | 5,524 | $359K | 0.0% | N/A | 0.038% | |
| 8/15/2025 | Visionary Wealth Advisors | 59,297 | $3.86M | 0.2% | -5.2% | 0.413% | |
| 8/15/2025 | MML Investors Services LLC | 31,334 | $2.04M | 0.0% | -32.8% | 0.218% | |
| 8/15/2025 | Bank of America Corp DE | 240,931 | $15.67M | 0.0% | -2.4% | 1.679% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 4,543 | $295K | 0.0% | -57.8% | 0.032% | |
| 8/14/2025 | Raymond James Financial Inc. | 509,081 | $33.11M | 0.0% | +5.1% | 3.548% | |
| 8/14/2025 | Betterment LLC | 12,048 | $783K | 0.0% | -54.6% | 0.084% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 4,379 | $285K | 0.0% | -15.5% | 0.031% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 10,315 | $671K | 0.0% | +18.9% | 0.072% | |
| 8/13/2025 | Van Hulzen Asset Management LLC | 5,720 | $372K | 0.0% | +5.2% | 0.040% | |
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| 8/13/2025 | Valued Retirements Inc. | 21,092 | $1.37M | 1.5% | -25.3% | 0.147% | |
| 8/13/2025 | VestGen Advisors LLC | 311,389 | $20.25M | 0.8% | +69.1% | 2.170% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 307,825 | $20.02M | 0.0% | -26.7% | 2.145% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 20,865 | $1.36M | 0.0% | +8.3% | 0.145% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 1,744,885 | $113.47M | 0.1% | +6,498.9% | 12.159% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 56,279 | $3.66M | 0.0% | +3.9% | 0.392% | |
| 8/12/2025 | CreativeOne Wealth LLC | 4,254 | $277K | 0.0% | -43.1% | 0.030% | |
| 8/12/2025 | Intellus Advisors LLC | 475,582 | $30.93M | 4.6% | -4.0% | 3.314% | |
| 8/12/2025 | MAI Capital Management | 18,146 | $1.18M | 0.0% | -32.0% | 0.126% | |
| 8/11/2025 | United Advisor Group LLC | 19,767 | $1.29M | 0.2% | +10.1% | 0.138% | |
| 8/11/2025 | Rothschild Investment LLC | 213,537 | $13.89M | 0.9% | +8.1% | 1.488% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 1,500 | $98K | 0.0% | N/A | 0.010% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 12,296 | $800K | 0.0% | -16.1% | 0.086% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 8,460 | $550K | 0.0% | -81.9% | 0.059% | |
| 8/8/2025 | Cetera Investment Advisers | 157,916 | $10.27M | 0.0% | -1.6% | 1.100% | |
| 8/8/2025 | Meridian Wealth Management LLC | 14,860 | $966K | 0.0% | +3.1% | 0.104% | |
| 8/6/2025 | ZEGA Investments LLC | 8,170 | $531K | 0.1% | +27.9% | 0.057% | |
| 8/6/2025 | AE Wealth Management LLC | 1,986 | $129K | 0.0% | -28.1% | 0.014% | |
| 8/6/2025 | Summit Wealth & Retirement Planning Inc. | 17,151 | $1.12M | 0.3% | +5.3% | 0.120% | |
| 8/6/2025 | Aspect Partners LLC | 19,510 | $1.27M | 0.6% | +21.8% | 0.136% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 8,936 | $581K | 0.3% | N/A | 0.062% | |
| 8/6/2025 | Ethos Financial Group LLC | 71,562 | $4.65M | 0.4% | +11.9% | 0.499% | |
| 8/6/2025 | Moors & Cabot Inc. | 4,030 | $262K | 0.0% | -16.5% | 0.028% | |
| 8/6/2025 | 360 Financial Inc. | 246,693 | $16.04M | 5.1% | +5.3% | 1.719% | |
| 8/5/2025 | Atlas Wealth LLC | 54,535 | $3.64M | 1.3% | N/A | 0.380% | |
| 8/5/2025 | Astra Wealth Partners LLC | 6,810 | $443K | 0.3% | -36.6% | 0.047% | |
| 8/5/2025 | Sigma Planning Corp | 22,097 | $1.44M | 0.0% | +10.2% | 0.154% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 7,000 | $455K | 0.0% | +204.3% | 0.049% | |
| 8/4/2025 | Arkadios Wealth Advisors | 112,900 | $7.34M | 0.2% | +28.2% | 0.787% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 60,461 | $3.93M | 0.0% | -18.7% | 0.421% | |
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| 7/31/2025 | Opus Capital Group LLC | 223,534 | $14.54M | 1.7% | -0.2% | 1.558% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 20,509 | $1.33M | 1.1% | -11.7% | 0.143% | |
| 7/30/2025 | Brookstone Capital Management | 102,198 | $6.65M | 0.1% | +33.4% | 0.712% | |
| 7/30/2025 | D.A. Davidson & CO. | 21,451 | $1.40M | 0.0% | -23.3% | 0.149% | |
| 7/30/2025 | Nottingham Advisors Inc. | 20,617 | $1.34M | 0.2% | -0.8% | 0.144% | |
| 7/29/2025 | Manchester Financial Inc. | 27,050 | $1.76M | 0.4% | -44.4% | 0.189% | |
| 7/29/2025 | Private Trust Co. NA | 1,015 | $66K | 0.0% | +1,620.3% | 0.007% | |
| 7/28/2025 | Harbour Investments Inc. | 1,164 | $76K | 0.0% | -80.1% | 0.008% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 4,038 | $263K | 0.0% | +4.7% | 0.028% | |
| 7/28/2025 | RFG Advisory LLC | 14,323 | $931K | 0.0% | -1.5% | 0.100% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 366,072 | $23.81M | 3.1% | +11.0% | 2.551% | |
| 7/25/2025 | MGO One Seven LLC | 38,340 | $2.49M | 0.1% | -13.0% | 0.267% | |
| 7/25/2025 | CWM LLC | 150,310 | $9.78M | 0.0% | -40.8% | 1.047% | |
| 7/25/2025 | Apollon Wealth Management LLC | 11,769 | $765K | 0.0% | -50.8% | 0.082% | |
| 7/24/2025 | IFP Advisors Inc | 1,843 | $120K | 0.0% | +17.4% | 0.013% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 31,237 | $2.03M | 0.7% | -7.2% | 0.218% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 21,753 | $1.42M | 0.1% | -9.5% | 0.152% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 4,062 | $264K | 0.1% | N/A | 0.028% | |
| 7/22/2025 | Belpointe Asset Management LLC | 17,569 | $1.14M | 0.0% | +39.8% | 0.122% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 5,228 | $340K | 0.1% | -7.7% | 0.036% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 683 | $44K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | TFG Advisers LLC | 11,627 | $756K | 0.3% | -4.1% | 0.081% | |
| 7/18/2025 | Truist Financial Corp | 44,445 | $2.89M | 0.0% | +8.6% | 0.310% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 14,946 | $972K | 0.0% | -64.7% | 0.104% | |
| 7/17/2025 | Smith Anglin Financial LLC | 38,963 | $2.53M | 0.2% | -60.7% | 0.272% | |
| 7/15/2025 | DKM Wealth Management Inc. | 124,843 | $8.12M | 7.0% | -8.6% | 0.870% | |
| 7/15/2025 | Verum Partners LLC | 164,704 | $10.71M | 2.5% | -8.9% | 1.148% | |
| 7/15/2025 | Sheets Smith Wealth Management | 22,299 | $1.45M | 0.2% | -2.8% | 0.155% | |
| 7/15/2025 | Financial Partners Group Inc | 17,684 | $1.15M | 0.2% | -34.0% | 0.123% | |
| 7/14/2025 | Southland Equity Partners LLC | 17,146 | $1.12M | 0.2% | +7.5% | 0.117% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 4,673 | $304K | 0.0% | -3.8% | 0.032% | |
| 7/11/2025 | Wealth Management Partners LLC | 7,979 | $531K | 0.2% | -6.0% | 0.054% | |
| 7/11/2025 | Compass Ion Advisors LLC | 9,876 | $642K | 0.1% | -40.4% | 0.067% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 30,096 | $2.08M | 0.0% | N/A | 0.205% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 50,124 | $3.38M | 0.0% | -15.5% | 0.341% | |
| 7/9/2025 | Fermata Advisors LLC | 129,641 | $8.43M | 2.3% | -8.4% | 0.882% | |
| 7/9/2025 | Breakwater Capital Group | 98,757 | $6.42M | 1.0% | -22.9% | 0.672% | |
| 7/1/2025 | First National Bank Sioux Falls | 8,253 | $537K | 0.2% | +3.0% | 0.056% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 24,409 | $1.56M | 0.1% | -33.2% | 0.161% | |
| 5/20/2025 | Belpointe Asset Management LLC | 12,568 | $802K | 0.0% | -6.6% | 0.083% | |
| 5/20/2025 | Focus Partners Wealth | 349,397 | $22.29M | 0.1% | +4.5% | 2.306% | |
| 5/16/2025 | Jones Financial Companies Lllp | 671 | $43K | 0.0% | -96.5% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 163,901 | $10.46M | 0.0% | +35.4% | 1.082% | |
| 5/15/2025 | Betterment LLC | 26,546 | $1.69M | 0.0% | +0.7% | 0.175% | |
| 5/15/2025 | MAI Capital Management | 26,699 | $1.70M | 0.0% | +14.9% | 0.176% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,893 | $312K | 0.0% | -87.6% | 0.032% | |
| 5/14/2025 | CreativeOne Wealth LLC | 7,479 | $477K | 0.0% | -30.4% | 0.049% | |
| 5/14/2025 | Comerica Bank | 4,139 | $264K | 0.0% | +24.0% | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 419,706 | $26.78M | 0.0% | -12.7% | 2.770% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 5,438 | $347K | 0.0% | +35.0% | 0.036% | |
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| 5/14/2025 | Compound Planning Inc. | 218,650 | $13.95M | 0.6% | +17.3% | 1.443% | |
| 5/14/2025 | ZEGA Investments LLC | 6,388 | $408K | 0.1% | +11.1% | 0.042% | |
| 5/13/2025 | Ethos Financial Group LLC | 63,937 | $4.08M | 0.4% | +20.5% | 0.422% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 54,150 | $3.46M | 0.0% | +7.0% | 0.357% | |
| 5/13/2025 | Raymond James Financial Inc. | 484,176 | $30.89M | 0.0% | +14.4% | 3.196% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 12,617 | $805K | 0.6% | +23.3% | 0.083% | |
| 5/13/2025 | Cowa LLC | 8,434 | $538K | 0.2% | +45.5% | 0.056% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,845 | $373K | 0.0% | -10.7% | 0.039% | |
| 5/13/2025 | Heck Capital Advisors LLC | 85,246 | $5.44M | 0.6% | -3.6% | 0.563% | |
| 5/13/2025 | MSH Capital Advisors LLC | 3,385 | $216K | 0.1% | -16.1% | 0.022% | |
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