| 8/19/2025 | Advisory Services Network LLC | 16,022 | $1.95M | 0.0% | N/A | 0.052% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 1,857 | $220K | 0.0% | +44.5% | 0.006% | |
| 8/15/2025 | Corient Private Wealth LLC | 2,482 | $294K | 0.0% | -17.5% | 0.008% | |
| 8/15/2025 | Equitable Holdings Inc. | 56,607 | $6.70M | 0.1% | +70.4% | 0.185% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 5,822 | $690K | 0.4% | N/A | 0.019% | |
| 8/15/2025 | Tidal Investments LLC | 553,746 | $65.40M | 0.4% | -12.7% | 1.809% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 9,230 | $1.09M | 0.0% | N/A | 0.030% | |
| 8/15/2025 | MML Investors Services LLC | 12,712 | $1.51M | 0.0% | +81.7% | 0.042% | |
| 8/15/2025 | Bank of America Corp DE | 6,592 | $781K | 0.0% | -1.4% | 0.022% | |
| 8/15/2025 | Ameriprise Financial Inc. | 364,511 | $43.17M | 0.0% | +5.4% | 1.191% | |
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| 8/14/2025 | Jane Street Group LLC | 21,406 | $2.54M | 0.0% | +106.0% | 0.070% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,105 | $486K | 0.0% | +3.5% | 0.013% | |
| 8/14/2025 | Betterment LLC | 4,120 | $488K | 0.0% | -30.6% | 0.013% | |
| 8/14/2025 | Cerity Partners LLC | 2,443 | $289K | 0.0% | -31.0% | 0.008% | |
| 8/13/2025 | Flow Traders U.S. LLC | 24,868 | $2.95M | 0.1% | +58.3% | 0.081% | |
| 8/13/2025 | First Trust Advisors LP | 1,968 | $233K | 0.0% | -61.0% | 0.006% | |
| 8/13/2025 | M&T Bank Corp | 2,492 | $295K | 0.0% | -68.1% | 0.008% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 307,822 | $36.46M | 0.0% | +12.7% | 1.006% | |
| 8/13/2025 | GM Advisory Group LLC | 452,842 | $53.63M | 2.7% | +8.5% | 1.479% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 5,323 | $630K | 0.0% | +4.0% | 0.017% | |
| 8/12/2025 | WealthBridge Capital Management LLC | 140,671 | $16.66M | 4.2% | +6.3% | 0.460% | |
| 8/12/2025 | JPMorgan Chase & Co. | 112,192 | $13.29M | 0.0% | +539.1% | 0.367% | |
| 8/11/2025 | Wealthspire Advisors LLC | 7,874 | $932K | 0.0% | N/A | 0.026% | |
| 8/11/2025 | FSA Wealth Management LLC | 316 | $37K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | Cetera Investment Advisers | 56,685 | $6.71M | 0.0% | +4.2% | 0.185% | |
| 8/8/2025 | Empower Advisory Group LLC | 2,310 | $274K | 0.0% | N/A | 0.008% | |
| 8/8/2025 | Accredited Investors Inc. | 1,946 | $230K | 0.0% | N/A | 0.006% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,798,063 | $212.95M | 0.0% | -40.9% | 5.874% | |
| 8/5/2025 | Sigma Planning Corp | 14,876 | $1.76M | 0.1% | N/A | 0.049% | |
| 8/4/2025 | Creekmur Asset Management LLC | 276 | $33K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 4,248 | $503K | 0.1% | +5.8% | 0.014% | |
| 8/4/2025 | JDM Financial Group LLC | 235,158 | $27.85M | 13.1% | +10.2% | 0.768% | |
| 8/1/2025 | Zhang Financial LLC | 305,121 | $36.14M | 1.7% | +8.2% | 0.997% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 74,631 | $8.84M | 0.0% | +62.3% | 0.244% | |
| 7/31/2025 | GenTrust LLC | 35,370 | $4.19M | 0.2% | +842.9% | 0.116% | |
| 7/29/2025 | RPOA Advisors Inc. | 12,726,372 | $1.51B | 40.2% | -2.4% | 41.685% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 2,079 | $246K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Crux Wealth Advisors | 60,473 | $7.16M | 3.0% | +113.3% | 0.198% | |
| 7/29/2025 | Pinnacle Wealth Management LLC | 4,983 | $590K | 0.5% | -4.6% | 0.016% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 230,107 | $27.25M | 5.0% | +2,868.7% | 0.754% | |
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| 7/29/2025 | ShoreHaven Wealth Partners LLC | 4,020 | $476K | 0.2% | -3.6% | 0.013% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 14,746 | $1.75M | 0.0% | -46.8% | 0.048% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 11,060 | $1.33M | 0.0% | -16.1% | 0.036% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,840 | $218K | 0.0% | N/A | 0.006% | |
| 7/25/2025 | MGO One Seven LLC | 132,111 | $15.65M | 0.5% | -10.0% | 0.433% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 16,918 | $2.00M | 0.0% | +7.4% | 0.055% | |
| 7/24/2025 | Stiles Financial Services Inc | 27,469 | $3.25M | 1.1% | -22.6% | 0.090% | |
| 7/24/2025 | IFP Advisors Inc | 63,259 | $7.49M | 0.2% | +139.9% | 0.207% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 3,152 | $373K | 0.1% | N/A | 0.011% | |
| 7/22/2025 | Kickstand Ventures LLC. | 3,152 | $373K | 0.1% | -5.1% | 0.011% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 894 | $106K | 0.1% | N/A | 0.003% | |
| 7/21/2025 | Single Point Partners LLC | 9,037 | $1.07M | 0.2% | N/A | 0.031% | |
| 7/17/2025 | One Wealth Advisors LLC | 3,347 | $396K | 0.1% | +19.6% | 0.011% | |
| 7/17/2025 | Clear Point Advisors Inc. | 3,058 | $362K | 0.3% | +12.6% | 0.010% | |
| 7/17/2025 | David Kennon Inc | 18,779 | $2.22M | 0.8% | +3.0% | 0.064% | |
| 7/16/2025 | Wealth Group Ltd. | 13,534 | $1.60M | 1.6% | N/A | 0.044% | |
| 7/15/2025 | Define Financial LLC | 1,703 | $202K | 0.1% | N/A | 0.006% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 852,649 | $100.98M | 17.0% | +2.0% | 2.893% | |
| 7/14/2025 | Park Avenue Securities LLC | 10,768 | $1.28M | 0.0% | N/A | 0.037% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,377 | $285K | 0.0% | -96.9% | 0.008% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 67,389 | $7.98M | 0.6% | +4.4% | 0.229% | |
| 7/3/2025 | Collective Family Office LLC | 11,657 | $1.38M | 0.4% | +8.0% | 0.048% | |
| 5/19/2025 | Jane Street Group LLC | 10,390 | $1.11M | 0.0% | N/A | 0.043% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,172,107 | $230.94M | 2.7% | +7.8% | 8.979% | |
| 5/15/2025 | Betterment LLC | 5,939 | $631K | 0.0% | +4.7% | 0.024% | |
| 5/15/2025 | JDM Financial Group LLC | 213,344 | $22.68M | 11.5% | +11.4% | 0.870% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 5,598 | $595K | 0.1% | +2.0% | 0.023% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 273,162 | $29.04M | 0.0% | +2.8% | 1.114% | |
| 5/14/2025 | Kestra Advisory Services LLC | 100,445 | $10.68M | 0.1% | +1.8% | 0.409% | |
| 5/14/2025 | Ameriprise Financial Inc. | 345,916 | $36.78M | 0.0% | +1,704.4% | 1.410% | |
| 5/14/2025 | Flow Traders U.S. LLC | 15,713 | $1.67M | 0.1% | N/A | 0.064% | |
| 5/14/2025 | GM Advisory Group LLC | 417,523 | $44.39M | 2.4% | +12.4% | 1.702% | |
| 5/14/2025 | Pinnacle Wealth Management LLC | 5,226 | $556K | 0.6% | +2.7% | 0.021% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 41,171 | $4.38M | 0.0% | -49.1% | 0.168% | |
| 5/13/2025 | HighTower Advisors LLC | 3,546 | $377K | 0.0% | +12.6% | 0.014% | |
| 5/13/2025 | Trajan Wealth LLC | 2,718 | $289K | 0.0% | N/A | 0.011% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,184 | $1.40M | 0.0% | +0.8% | 0.054% | |
| 5/9/2025 | Wills Financial Group LLC | 2,007 | $213K | 0.1% | N/A | 0.008% | |
| 5/9/2025 | Kickstand Ventures LLC. | 3,323 | $353K | 0.1% | N/A | 0.014% | |
| 5/8/2025 | MGO One Seven LLC | 146,858 | $15.61M | 0.6% | +1.2% | 0.599% | |
| 5/8/2025 | Goodman Financial Corp | 3,749 | $399K | 0.1% | N/A | 0.015% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 7,751 | $824K | 0.2% | N/A | 0.032% | |
| 5/7/2025 | LPL Financial LLC | 334,482 | $35.56M | 0.0% | +125.9% | 1.364% | |
| 5/7/2025 | Wealth Forward LLC | 20,248 | $2.15M | 1.5% | +0.6% | 0.083% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 4,168 | $443K | 0.2% | N/A | 0.017% | |
| 5/6/2025 | Cetera Investment Advisers | 54,399 | $5.78M | 0.0% | +25.8% | 0.222% | |
| 5/6/2025 | One Wealth Advisors LLC | 2,798 | $297K | 0.0% | N/A | 0.011% | |
| 5/6/2025 | Retirement Income Solutions Inc | 7,460 | $793K | 0.2% | -2.6% | 0.030% | |
| 5/5/2025 | IFP Advisors Inc | 26,369 | $2.80M | 0.1% | -13.3% | 0.107% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 4,016 | $427K | 0.1% | N/A | 0.016% | |
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| 4/30/2025 | M&T Bank Corp | 7,817 | $831K | 0.0% | N/A | 0.032% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 27,710 | $2.95M | 0.0% | +9.8% | 0.113% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 45,997 | $4.89M | 0.0% | +15.5% | 0.188% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 15,758 | $1.68M | 0.0% | -1.4% | 0.064% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,042,807 | $323.51M | 0.1% | -4.6% | 12.404% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 2,673 | $284K | 0.0% | -7.0% | 0.011% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 132,302 | $14.07M | 4.0% | +1.4% | 0.539% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 2,010 | $214K | 0.0% | N/A | 0.008% | |
| 4/23/2025 | GenTrust LLC | 3,751 | $399K | 0.0% | N/A | 0.015% | |
| 4/23/2025 | David Kennon Inc | 18,239 | $1.94M | 0.8% | +4.2% | 0.074% | |
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