| 8/29/2025 | Total Investment Management Inc. | 1,679,903 | $70.86M | 10.2% | +1.7% | 3.586% | |
| 8/19/2025 | Advisory Services Network LLC | 36,409 | $1.53M | 0.0% | +414.1% | 0.078% | |
| 8/18/2025 | Second Line Capital LLC | 89,693 | $3.78M | 0.9% | -6.5% | 0.191% | |
| 8/15/2025 | First Heartland Consultants Inc. | 186,161 | $7.85M | 0.7% | +0.9% | 0.397% | |
| 8/15/2025 | Equitable Holdings Inc. | 122,184 | $5.15M | 0.0% | +133.4% | 0.261% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 5,153 | $217K | 0.1% | N/A | 0.011% | |
| 8/15/2025 | Bank of America Corp DE | 2,311,788 | $97.51M | 0.0% | -7.2% | 4.934% | |
| 8/14/2025 | Raymond James Financial Inc. | 20,850 | $879K | 0.0% | +16.4% | 0.045% | |
| 8/14/2025 | London & Capital Asset Management Ltd | 10,343 | $436K | 0.0% | N/A | 0.022% | |
| 8/13/2025 | GM Advisory Group LLC | 573,915 | $24.21M | 1.2% | +3.1% | 1.225% | |
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| 8/12/2025 | CreativeOne Wealth LLC | 8,921 | $376K | 0.0% | N/A | 0.019% | |
| 8/12/2025 | Maripau Wealth Management LLC | 110,736 | $4.69M | 2.4% | -4.0% | 0.236% | |
| 8/12/2025 | Waterloo Capital L.P. | 5,048 | $213K | 0.0% | -89.5% | 0.011% | |
| 8/11/2025 | United Advisor Group LLC | 33,458 | $1.41M | 0.2% | +2.8% | 0.071% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 138,314 | $5.83M | 0.0% | -24.9% | 0.295% | |
| 8/8/2025 | Cetera Investment Advisers | 60,106 | $2.54M | 0.0% | +2.5% | 0.128% | |
| 8/8/2025 | Empower Advisory Group LLC | 5,244 | $221K | 0.0% | N/A | 0.011% | |
| 8/7/2025 | CENTRAL TRUST Co | 513,763 | $21.67M | 0.5% | -6.6% | 1.097% | |
| 8/5/2025 | Lord & Richards Wealth Management LLC | 212,775 | $8.98M | 9.4% | +17.6% | 0.454% | |
| 8/5/2025 | Key Financial Inc | 1,255 | $53K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | Bank of New York Mellon Corp | 2,901,153 | $122.37M | 0.0% | +6.9% | 6.192% | |
| 8/1/2025 | Zhang Financial LLC | 29,657 | $1.25M | 0.1% | -3.6% | 0.063% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 77,109 | $3.25M | 0.0% | -26.4% | 0.165% | |
| 7/30/2025 | Brookstone Capital Management | 964,532 | $40.68M | 0.5% | +1.4% | 2.068% | |
| 7/29/2025 | RPOA Advisors Inc. | 25,704,076 | $1.08B | 28.9% | -5.6% | 55.100% | |
| 7/29/2025 | Crux Wealth Advisors | 284,055 | $11.98M | 5.1% | +120.4% | 0.609% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 10,708 | $452K | 0.0% | +52.9% | 0.023% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 15,755 | $665K | 0.3% | N/A | 0.034% | |
| 7/18/2025 | Tanager Wealth Management LLP | 1,068,816 | $45.08M | 5.3% | +4.1% | 2.318% | |
| 7/17/2025 | Fifth Third Securities Inc. | 28,490 | $1.20M | 0.1% | +26.2% | 0.062% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 35,770 | $1.51M | 1.0% | +6.5% | 0.078% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 79,899 | $3.37M | 0.6% | -72.5% | 0.174% | |
| 7/14/2025 | Park Avenue Securities LLC | 14,830 | $626K | 0.0% | N/A | 0.032% | |
| 7/11/2025 | Farther Finance Advisors LLC | 904 | $38K | 0.0% | -98.8% | 0.002% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 7,019 | $296K | 0.0% | -81.5% | 0.015% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 22,665 | $951K | 0.2% | +23.7% | 0.050% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 536,448 | $22.63M | 1.8% | +21.0% | 1.183% | |
| 7/8/2025 | Legacy Private Trust Co. | 40,536 | $1.71M | 0.1% | N/A | 0.089% | |
| 7/3/2025 | Collective Family Office LLC | 17,183 | $725K | 0.2% | N/A | 0.038% | |
| 5/16/2025 | Talon Private Wealth LLC | 1,631,500 | $68.60M | 9.2% | -5.6% | 3.630% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 1,291,158 | $54.40M | 0.6% | +1.4% | 2.872% | |
| 5/15/2025 | Second Line Capital LLC | 95,881 | $4.04M | 1.0% | +2.5% | 0.212% | |
| 5/15/2025 | OLD Mission Capital LLC | 63,743 | $2.69M | 0.0% | +187.1% | 0.141% | |
| 5/14/2025 | Flow Traders U.S. LLC | 59,343 | $2.50M | 0.1% | -7.9% | 0.131% | |
| 5/14/2025 | GM Advisory Group LLC | 556,880 | $23.46M | 1.3% | +53.8% | 1.232% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 580,574 | $24.46M | 0.3% | -5.0% | 1.284% | |
| 5/13/2025 | Trajan Wealth LLC | 6,220 | $262K | 0.0% | N/A | 0.014% | |
| 5/9/2025 | Renasant Bank | 7,637 | $322K | 0.2% | N/A | 0.017% | |
| 5/9/2025 | Total Investment Management Inc. | 1,651,825 | $69.59M | 9.1% | +6.0% | 3.654% | |
| 5/7/2025 | LPL Financial LLC | 164,465 | $6.93M | 0.0% | +2.8% | 0.364% | |
| 5/7/2025 | First Heartland Consultants Inc. | 184,431 | $7.77M | 0.8% | +1.4% | 0.408% | |
| 5/6/2025 | Cetera Investment Advisers | 58,629 | $2.47M | 0.0% | +5.5% | 0.130% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 180,892 | $7.62M | 8.6% | +136.0% | 0.400% | |
| 5/1/2025 | BankPlus Trust Department | 5,686 | $240K | 0.1% | +17.0% | 0.013% | |
| 5/1/2025 | Fifth Third Securities Inc. | 22,580 | $951K | 0.1% | +67.1% | 0.050% | |
| 4/30/2025 | True Vision MN LLC | 6,584 | $277K | 0.2% | +7.3% | 0.015% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,005 | $295K | 0.0% | N/A | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 104,775 | $4.41M | 0.0% | +34.8% | 0.232% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,715,092 | $114.39M | 0.0% | -3.4% | 6.007% | |
| 4/29/2025 | Brookstone Capital Management | 950,881 | $40.06M | 0.6% | -33.8% | 2.104% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 37,883 | $1.59M | 0.1% | +13.6% | 0.084% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 33,576 | $1.41M | 1.0% | +18.5% | 0.074% | |
| 4/24/2025 | Park Place Capital Corp | 36,504 | $1.54M | 0.4% | +277.1% | 0.081% | |
| 4/24/2025 | Tanager Wealth Management LLP | 1,027,061 | $43.27M | 5.6% | +4.9% | 2.272% | |
| 4/23/2025 | Harbour Capital Advisors LLC | 18,325 | $775K | 0.2% | +63.1% | 0.041% | |
| 4/22/2025 | Advisor Resource Council | 10,157 | $428K | 0.0% | N/A | 0.022% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 37,883 | $1.59M | 0.1% | +13.6% | 0.080% | |
| 4/21/2025 | United Advisor Group LLC | 32,537 | $1.37M | 0.3% | +7.8% | 0.069% | |
| 4/18/2025 | CENTRAL TRUST Co | 550,046 | $23.17M | 0.6% | +7.4% | 1.165% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 27,570 | $1.16M | 0.0% | -2.6% | 0.058% | |
| 4/15/2025 | Zhang Financial LLC | 30,779 | $1.30M | 0.1% | -1.6% | 0.065% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 16,430 | $692K | 0.4% | +14.6% | 0.035% | |
| 4/14/2025 | Farther Finance Advisors LLC | 73,798 | $3.11M | 0.1% | N/A | 0.156% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 290,365 | $12.23M | 2.3% | -0.4% | 0.615% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 443,264 | $18.68M | 1.8% | +73.1% | 0.939% | |
| 4/11/2025 | RPOA Advisors Inc. | 27,237,351 | $1.15B | 31.2% | -1.7% | 57.706% | |
| 2/27/2025 | REAP Financial Group LLC | 1,659 | $68K | 0.0% | N/A | 0.004% | |
| 2/24/2025 | United Advisor Group LLC | 30,186 | $1.24M | 0.2% | +150.0% | 0.071% | |
| 2/18/2025 | First Heartland Consultants Inc. | 181,974 | $7.50M | 0.7% | +18.3% | 0.429% | |
| 2/18/2025 | Glen Eagle Advisors LLC | 603,037 | $24.86M | 4.1% | +8.1% | 1.421% | |
| 2/17/2025 | Stadion Money Management LLC | 1,130,187 | $46.59M | 3.6% | -27.0% | 2.662% | |
| 2/17/2025 | Second Line Capital LLC | 93,550 | $3.87M | 1.0% | +5.5% | 0.220% | |
| 2/17/2025 | Cetera Investment Advisers | 55,555 | $2.29M | 0.0% | +999.4% | 0.131% | |
| 2/17/2025 | Citadel Advisors LLC | 579,231 | $23.88M | 0.0% | +3,306.0% | 1.365% | |
| 2/17/2025 | Bank of America Corp DE | 1,235,125 | $50.91M | 0.0% | -1.2% | 2.910% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 611,236 | $25.26M | 0.3% | +12.3% | 1.440% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,190 | $255K | 0.0% | -11.8% | 0.015% | |
| 2/14/2025 | Jane Street Group LLC | 97,724 | $4.03M | 0.0% | +119.9% | 0.230% | |
| 2/14/2025 | Second Half Financial Partners LLC | 15,500 | $639K | 0.3% | +2.8% | 0.037% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,273,629 | $52.50M | 0.6% | +8.6% | 3.000% | |
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| 2/13/2025 | NewEdge Advisors LLC | 1,264 | $52K | 0.0% | +690.0% | 0.003% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 318,151 | $13.11M | 0.0% | +4.4% | 0.749% | |
| 2/13/2025 | Raymond James Financial Inc. | 14,859 | $612K | 0.0% | N/A | 0.035% | |
| 2/13/2025 | Advisory Services Network LLC | 5,318 | $219K | 0.0% | N/A | 0.013% | |
| 2/13/2025 | Waterloo Capital L.P. | 48,168 | $1.99M | 0.2% | +9.4% | 0.113% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 77,716 | $3.20M | 0.0% | +1,006.3% | 0.183% | |
| 2/13/2025 | Wells Fargo & Company MN | 9,454 | $390K | 0.0% | -10.6% | 0.022% | |
| 2/12/2025 | SevenBridge Financial Group LLC | 15,600 | $646K | 0.1% | N/A | 0.037% | |
| 2/12/2025 | OLD Mission Capital LLC | 22,199 | $915K | 0.0% | N/A | 0.052% | |
| 2/11/2025 | LPL Financial LLC | 159,996 | $6.60M | 0.0% | +12.0% | 0.377% | |
