| 8/8/2025 | Rockefeller Capital Management L.P. | 416,195 | $8.28M | 0.0% | -2.9% | 1.756% | |
| 8/8/2025 | Hedeker Wealth LLC | 11,146 | $222K | 0.1% | -79.7% | 0.047% | |
| 8/8/2025 | Cetera Investment Advisers | 190,924 | $3.80M | 0.0% | +19.9% | 0.806% | |
| 8/8/2025 | Advisory Resource Group | 124,929 | $2.49M | 0.5% | +4.3% | 0.527% | |
| 8/8/2025 | Security Financial Services INC. | 36,178 | $720K | 0.1% | +11.4% | 0.153% | |
| 8/8/2025 | Francis Financial Inc. | 133,797 | $2.66M | 0.6% | -1.5% | 0.565% | |
| 8/7/2025 | Allworth Financial LP | 256,449 | $5.11M | 0.0% | +43.3% | 1.082% | |
| 8/6/2025 | Prospera Financial Services Inc | 40,499 | $806K | 0.0% | +2.1% | 0.171% | |
| 8/6/2025 | AE Wealth Management LLC | 16,550 | $329K | 0.0% | +39.0% | 0.070% | |
| 8/4/2025 | IFG Advisory LLC | 10,342 | $206K | 0.0% | N/A | 0.044% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 340,535 | $6.78M | 0.0% | -16.1% | 1.437% | |
| 7/31/2025 | Hobart Private Capital LLC | 37,031 | $737K | 0.2% | -44.6% | 0.156% | |
| 7/30/2025 | EnRich Financial Partners LLC | 381,862 | $7.60M | 2.3% | +2.0% | 1.611% | |
| 7/30/2025 | Castle Wealth Management LLC | 18,248 | $363K | 0.1% | +55.3% | 0.077% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 39,337 | $783K | 0.0% | N/A | 0.166% | |
| 7/28/2025 | RFG Advisory LLC | 45,395 | $904K | 0.0% | +8.4% | 0.192% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 118,889 | $2.37M | 0.0% | +0.5% | 0.502% | |
| 7/24/2025 | IFP Advisors Inc | 102,208 | $2.03M | 0.1% | +6.6% | 0.431% | |
| 7/24/2025 | Insight Inv LLC | 80,310 | $1.60M | 1.1% | -13.2% | 0.339% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 28,264 | $563K | 0.0% | +2.1% | 0.119% | |
| 7/22/2025 | Simplicity Wealth LLC | 28,402 | $565K | 0.0% | +100.0% | 0.120% | |
| 7/18/2025 | Truist Financial Corp | 75,748 | $1.51M | 0.0% | -10.1% | 0.320% | |
| 7/17/2025 | Genesis Private Wealth LLC | 59,446 | $1.18M | 0.6% | +5.7% | 0.251% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 39,108 | $778K | 0.4% | +14.7% | 0.165% | |
| 7/16/2025 | PFS Partners LLC | 718,763 | $14.31M | 7.2% | -4.5% | 3.033% | |
| 7/15/2025 | Avaii Wealth Management LLC | 50,772 | $1.01M | 0.4% | +21.7% | 0.214% | |
| 7/14/2025 | Occidental Asset Management LLC | 45,536 | $906K | 0.1% | -2.1% | 0.193% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,154 | $103K | 0.0% | +29.7% | 0.022% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 34,113 | $680K | 0.0% | -9.8% | 0.145% | |
| 7/9/2025 | Keystone Wealth Services LLC | 16,500 | $328K | 0.1% | +43.5% | 0.070% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 34,295 | $683K | 0.1% | -3.4% | 0.146% | |
| 7/8/2025 | RMR Wealth Builders | 862,168 | $17.16M | 1.6% | +6.0% | 3.661% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 89,701 | $1.79M | 0.6% | -0.7% | 0.381% | |
| 7/7/2025 | TruWealth Advisors LLC | 622,789 | $12.40M | 0.7% | +5.4% | 2.645% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 11,931 | $237K | 0.2% | -16.7% | 0.052% | |
| 6/2/2025 | Modern Wealth Management LLC | 31,468 | $625K | 0.0% | -8.2% | 0.137% | |
| 5/19/2025 | Jane Street Group LLC | 63,011 | $1.25M | 0.0% | +205.2% | 0.279% | |
| 5/15/2025 | Royal Bank of Canada | 424,996 | $8.45M | 0.0% | +3.7% | 1.881% | |
| 5/14/2025 | Comerica Bank | 85,291 | $1.70M | 0.0% | +9.8% | 0.377% | |
| 5/14/2025 | Kestra Advisory Services LLC | 164,322 | $3.27M | 0.0% | -35.3% | 0.727% | |
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| 5/14/2025 | Capital Analysts LLC | 10,935 | $217K | 0.0% | +15.8% | 0.048% | |
| 5/14/2025 | GSG Advisors LLC | 20,081 | $393K | 0.1% | -3.1% | 0.089% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,698,479 | $33.75M | 0.0% | +8.6% | 7.515% | |
| 5/13/2025 | Francis Financial Inc. | 135,810 | $2.70M | 0.7% | +49.5% | 0.601% | |
| 5/13/2025 | HighTower Advisors LLC | 822,443 | $16.34M | 0.0% | +12.3% | 3.639% | |
| 5/13/2025 | Core Wealth Partners LLC | 37,045 | $736K | 0.4% | -41.4% | 0.164% | |
| 5/12/2025 | Condor Capital Management | 232,827 | $4.63M | 0.4% | +2.2% | 1.030% | |
| 5/8/2025 | Howard Capital Management Inc. | 14,492 | $288K | 0.0% | N/A | 0.064% | |
| 5/7/2025 | LPL Financial LLC | 1,236,069 | $24.56M | 0.0% | -6.2% | 5.469% | |
| 5/7/2025 | Security Financial Services INC. | 32,472 | $645K | 0.1% | +14.6% | 0.144% | |
| 5/6/2025 | Hedeker Wealth LLC | 54,794 | $1.09M | 0.3% | +2.6% | 0.242% | |
| 5/6/2025 | Cetera Investment Advisers | 159,226 | $3.16M | 0.0% | -1.4% | 0.705% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 17,235 | $342K | 0.0% | N/A | 0.076% | |
| 5/6/2025 | Brookwood Investment Group LLC | 13,862 | $275K | 0.0% | N/A | 0.061% | |
| 5/6/2025 | Principle Wealth Partners LLC | 16,355 | $325K | 0.0% | -9.0% | 0.072% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 15,546 | $309K | 0.0% | -6.0% | 0.069% | |
| 5/6/2025 | AE Wealth Management LLC | 11,910 | $237K | 0.0% | +271.6% | 0.053% | |
| 5/5/2025 | IFP Advisors Inc | 95,909 | $1.91M | 0.1% | -7.3% | 0.424% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 15,015 | $298K | 0.0% | -64.1% | 0.066% | |
| 5/5/2025 | Private Advisor Group LLC | 30,002 | $596K | 0.0% | -8.1% | 0.133% | |
| 5/2/2025 | James Investment Research Inc. | 43,586 | $866K | 0.1% | N/A | 0.193% | |
| 4/30/2025 | Allworth Financial LP | 178,931 | $3.52M | 0.0% | -2.4% | 0.792% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 13,580 | $270K | 0.0% | N/A | 0.060% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 42,684 | $848K | 0.0% | N/A | 0.189% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 405,680 | $8.06M | 0.0% | +4.6% | 1.795% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 17,244 | $343K | 0.0% | +3.7% | 0.076% | |
| 4/28/2025 | D.A. Davidson & CO. | 36,637 | $728K | 0.0% | -15.5% | 0.162% | |
| 4/28/2025 | Mutual Advisors LLC | 74,227 | $1.46M | 0.0% | -3.0% | 0.328% | |
| 4/28/2025 | Private Trust Co. NA | 9,581 | $190K | 0.0% | +1,455.4% | 0.042% | |
| 4/28/2025 | Vishria Bird Financial Group LLC | 90,321 | $1.80M | 0.6% | -0.6% | 0.400% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 36,789 | $732K | 0.7% | +3.8% | 0.163% | |
| 4/25/2025 | EnRich Financial Partners LLC | 374,385 | $7.44M | 2.5% | +9.8% | 1.660% | |
| 4/25/2025 | Insight Inv LLC | 92,560 | $1.84M | 0.7% | -1.1% | 0.410% | |
| 4/25/2025 | Naviter Wealth LLC | 17,626 | $351K | 0.0% | +27.1% | 0.078% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,415 | $545K | 0.0% | -40.3% | 0.122% | |
| 4/22/2025 | Nilsine Partners LLC | 220,773 | $4.39M | 0.5% | -12.5% | 0.979% | |
| 4/21/2025 | Advisory Resource Group | 119,740 | $2.38M | 0.5% | +6.1% | 0.531% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 118,285 | $2.35M | 0.0% | +20.7% | 0.525% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 47,828 | $950K | 0.0% | +200.9% | 0.212% | |
| 4/16/2025 | Avaii Wealth Management LLC | 41,735 | $829K | 0.4% | +15.6% | 0.185% | |
| 4/16/2025 | RMR Wealth Builders | 813,010 | $16.15M | 1.7% | +14.1% | 3.605% | |
| 4/15/2025 | Simplicity Wealth LLC | 14,201 | $282K | 0.0% | N/A | 0.063% | |
| 4/15/2025 | Trust Co. of Oklahoma | 33,043 | $657K | 0.2% | -12.8% | 0.147% | |
| 4/10/2025 | Naples Global Advisors LLC | 12,000 | $238K | 0.0% | -11.1% | 0.053% | |
| 4/10/2025 | TruWealth Advisors LLC | 591,128 | $11.75M | 0.7% | +8.0% | 2.621% | |
| 4/9/2025 | RFG Advisory LLC | 41,876 | $832K | 0.0% | +26.6% | 0.186% | |
| 4/9/2025 | NBC Securities Inc. | 5,674 | $112K | 0.0% | +113,380.0% | 0.025% | |
| 4/1/2025 | Hobart Private Capital LLC | 66,843 | $1.33M | 0.3% | -6.4% | 0.299% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 37,672 | $747K | 0.0% | +9.1% | 0.169% | |
| 2/28/2025 | Brooklyn FI LLC | 23,226 | $464K | 0.1% | N/A | 0.111% | |
HIDDEN IN THE BOOK OF GENESIS… (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
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| 2/25/2025 | Armis Advisers LLC | 26,743 | $531K | 0.1% | N/A | 0.128% | |
| 2/18/2025 | Western Wealth Management LLC | 20,181 | $400K | 0.1% | N/A | 0.097% | |
| 2/18/2025 | Novem Group | 13,000 | $258K | 0.0% | N/A | 0.062% | |
| 2/17/2025 | Visionary Wealth Advisors | 209,205 | $4.15M | 0.2% | +6.8% | 1.003% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 26,392 | $524K | 0.0% | -6.4% | 0.127% | |
| 2/17/2025 | Francis Financial Inc. | 90,835 | $1.80M | 0.4% | +23.5% | 0.436% | |
| 2/17/2025 | Cetera Investment Advisers | 161,483 | $3.20M | 0.0% | -18.7% | 0.774% | |
| 2/14/2025 | Jane Street Group LLC | 20,648 | $410K | 0.0% | N/A | 0.099% | |
| 2/14/2025 | Comerica Bank | 77,670 | $1.54M | 0.0% | +85.3% | 0.373% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 12,026 | $238K | 0.0% | +376.1% | 0.058% | |
