| 8/5/2025 | Integrity Wealth Solutions LLC | 157,739 | $6.60M | 3.2% | +2.8% | 1.351% | |
| 8/4/2025 | Coign Capital Advisors LLC | 52,201 | $2.18M | 1.5% | -33.3% | 0.447% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 6,846 | $286K | 0.0% | -11.3% | 0.059% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,002,102 | $41.92M | 0.0% | +19.8% | 8.583% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 50,993 | $2.13M | 1.0% | +35.7% | 0.437% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 71,581 | $2.99M | 1.3% | +4.2% | 0.613% | |
| 7/29/2025 | Kelman Lazarov Inc. | 39,949 | $1.67M | 0.3% | +60.6% | 0.342% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 44,787 | $1.87M | 0.4% | +2.3% | 0.384% | |
| 7/25/2025 | Apollon Financial LLC | 36,439 | $1.52M | 0.3% | +10.2% | 0.312% | |
| 7/25/2025 | Apollon Wealth Management LLC | 1,674,521 | $70.05M | 1.4% | +20.3% | 14.343% | |
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| 7/24/2025 | MSH Capital Advisors LLC | 37,551 | $1.57M | 0.5% | -0.8% | 0.324% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 87,400 | $3.66M | 0.0% | -29.7% | 0.753% | |
| 7/18/2025 | Truist Financial Corp | 188,025 | $7.77M | 0.0% | N/A | 1.610% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,363 | $475K | 0.0% | +13.8% | 0.098% | |
| 7/17/2025 | Genesis Private Wealth LLC | 200,520 | $8.39M | 4.0% | +1.1% | 1.729% | |
| 7/16/2025 | Novem Group | 223,119 | $9.33M | 1.2% | -2.7% | 1.923% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 101,243 | $4.24M | 0.3% | +1.2% | 0.869% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 161,059 | $6.68M | 0.0% | N/A | 1.382% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 361,025 | $15.10M | 11.1% | -1.0% | 3.099% | |
| 7/7/2025 | First Citizens Financial Corp | 28,914 | $1.21M | 0.7% | +1.3% | 0.253% | |
| 7/2/2025 | Howard Financial Services LTD. | 664,849 | $27.81M | 3.7% | -0.7% | 5.819% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 7,537 | $315K | 0.3% | -9.8% | 0.070% | |
| 5/19/2025 | Jane Street Group LLC | 39,390 | $1.64M | 0.0% | +45.5% | 0.368% | |
| 5/16/2025 | Jones Financial Companies Lllp | 19,952 | $833K | 0.0% | -69.5% | 0.186% | |
| 5/16/2025 | NewEdge Advisors LLC | 87,079 | $3.64M | 0.0% | +0.4% | 0.814% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 203,040 | $8.48M | 0.1% | -68.3% | 1.898% | |
| 5/14/2025 | Flow Traders U.S. LLC | 33,331 | $1.39M | 0.1% | +471.8% | 0.312% | |
| 5/13/2025 | Raymond James Financial Inc. | 148,468 | $6.20M | 0.0% | +62.2% | 1.388% | |
| 5/13/2025 | MSH Capital Advisors LLC | 37,842 | $1.58M | 0.5% | -19.9% | 0.354% | |
| 5/13/2025 | HighTower Advisors LLC | 82,634 | $3.45M | 0.0% | -1.6% | 0.772% | |
| 5/12/2025 | Maia Wealth LLC | 40,894 | $1.67M | 0.4% | +13.1% | 0.382% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 37,575 | $1.57M | 0.8% | +80.8% | 0.351% | |
| 5/7/2025 | First Heartland Consultants Inc. | 180,506 | $7.53M | 0.8% | +2,563.1% | 1.687% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 28,678 | $1.20M | 0.0% | +1.1% | 0.269% | |
| 5/6/2025 | Kelman Lazarov Inc. | 24,880 | $1.04M | 0.2% | +30.6% | 0.233% | |
| 5/6/2025 | AJ Advisors LLC | 149,524 | $6.24M | 3.2% | +4.7% | 1.400% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 474,406 | $19.80M | 1.6% | +7.6% | 4.442% | |
| 5/2/2025 | Armor Investment Advisors LLC | 166,635 | $6.96M | 2.9% | +4.0% | 1.560% | |
| 5/2/2025 | Apollon Financial LLC | 33,054 | $1.38M | 0.3% | +3.1% | 0.309% | |
| 5/2/2025 | Apollon Wealth Management LLC | 1,391,392 | $58.08M | 1.3% | +41.3% | 13.028% | |
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| 5/1/2025 | Acorn Wealth Advisors LLC | 8,649 | $361K | 0.2% | +3.1% | 0.081% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 43,785 | $1.83M | 0.4% | +23.7% | 0.410% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 836,298 | $34.91M | 0.0% | +134.1% | 7.831% | |
| 4/29/2025 | Bank of New York Mellon Corp | 147,831 | $6.17M | 0.0% | +5.4% | 1.384% | |
| 4/29/2025 | Huntleigh Advisors Inc. | 149,478 | $6.24M | 1.2% | +0.9% | 1.400% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 100,015 | $4.17M | 0.4% | -4.1% | 0.936% | |
| 4/28/2025 | Novem Group | 229,331 | $9.57M | 1.3% | +48.4% | 2.147% | |
| 4/28/2025 | ABLE Financial Group LLC | 8,911 | $372K | 0.1% | -4.1% | 0.083% | |
| 4/25/2025 | Cypress Capital LLC | 19,494 | $814K | 0.2% | -21.2% | 0.183% | |
| 4/23/2025 | Golden State Equity Partners | 10,689 | $446K | 0.1% | +8.6% | 0.100% | |
| 4/23/2025 | Team Financial Group LLC | 271,791 | $11.35M | 6.5% | +3.8% | 2.545% | |
| 4/23/2025 | Continuum Advisory LLC | 3,353 | $140K | 0.0% | N/A | 0.031% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 153,437 | $6.40M | 3.5% | +6.5% | 1.437% | |
| 4/21/2025 | Advisory Resource Group | 197,181 | $8.23M | 1.7% | +6.9% | 1.846% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 100,015 | $4.17M | 0.4% | -4.1% | 0.936% | |
| 4/18/2025 | Huntleigh Advisors Inc. | 200,000 | $8.19M | 5.0% | N/A | 1.873% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,983 | $417K | 0.0% | -35.2% | 0.093% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 19,148 | $787K | 0.4% | -7.6% | 0.179% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 7,716 | $322K | 0.0% | -6.2% | 0.072% | |
| 4/11/2025 | Cora Capital Advisors LLC | 6,482 | $271K | 0.1% | +21.4% | 0.063% | |
| 4/7/2025 | Howard Financial Services LTD. | 669,232 | $27.93M | 3.8% | -5.9% | 6.510% | |
| 4/3/2025 | First Citizens Financial Corp | 28,550 | $1.19M | 0.7% | -7.2% | 0.278% | |
| 2/27/2025 | ABLE Financial Group LLC | 9,289 | $380K | 0.1% | -91.1% | 0.096% | |
| 2/18/2025 | Pinnacle Financial Group LLC IL | 22,004 | $901K | 0.4% | +52.5% | 0.389% | |
| 2/18/2025 | Novem Group | 154,561 | $6.33M | 0.9% | N/A | 2.736% | |
| 2/18/2025 | First Heartland Consultants Inc. | 6,778 | $278K | 0.0% | N/A | 0.120% | |
| 2/17/2025 | Citadel Advisors LLC | 31,688 | $1.30M | 0.0% | +210.0% | 0.561% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 8,356 | $342K | 0.4% | N/A | 0.148% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 440,878 | $18.06M | 1.5% | +18.0% | 7.803% | |
| 2/14/2025 | Jane Street Group LLC | 27,074 | $1.11M | 0.0% | +169.3% | 0.479% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 76,288 | $3.13M | 0.0% | +145.8% | 1.350% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 640,590 | $26.24M | 0.3% | +4.3% | 11.338% | |
| 2/14/2025 | Stifel Financial Corp | 38,733 | $1.59M | 0.0% | +53.8% | 0.686% | |
| 2/13/2025 | MSH Capital Advisors LLC | 47,231 | $1.94M | 0.6% | N/A | 0.836% | |
| 2/13/2025 | NewEdge Advisors LLC | 86,706 | $3.55M | 0.0% | +4.2% | 1.535% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 10,765 | $441K | 0.0% | N/A | 0.191% | |
| 2/13/2025 | Coign Capital Advisors LLC | 78,187 | $3.20M | 3.0% | N/A | 1.384% | |
| 2/13/2025 | Kelman Lazarov Inc. | 19,048 | $780K | 0.1% | +4.7% | 0.337% | |
| 2/13/2025 | Raymond James Financial Inc. | 91,517 | $3.75M | 0.0% | N/A | 1.620% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 357,220 | $14.63M | 0.0% | +9.1% | 6.322% | |
| 2/11/2025 | Modern Wealth Management LLC | 41,337 | $1.70M | 0.1% | +130.2% | 0.732% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 61,432 | $2.52M | 0.0% | +168.6% | 1.087% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 28,354 | $1.16M | 0.0% | +102.4% | 0.502% | |
| 2/7/2025 | HighTower Advisors LLC | 83,954 | $3.44M | 0.0% | +23.5% | 1.486% | |
| 2/6/2025 | Raymond James Financial Inc. | 91,517 | $3.75M | 0.0% | N/A | 1.620% | |
| 2/6/2025 | Jones Financial Companies Lllp | 65,336 | $2.68M | 0.0% | +323.8% | 1.156% | |
| 2/5/2025 | Maia Wealth LLC | 36,147 | $1.49M | 0.3% | +63.5% | 0.640% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 20,712 | $848K | 0.4% | +13.8% | 0.367% | |
| 2/4/2025 | Bank of New York Mellon Corp | 140,309 | $5.75M | 0.0% | +168.8% | 2.483% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 8,393 | $344K | 0.1% | -13.8% | 0.149% | |
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| 2/3/2025 | Cypress Capital LLC | 24,724 | $1.01M | 0.3% | +37.9% | 0.438% | |
| 1/31/2025 | SilverOak Wealth Management LLC | 35,401 | $1.45M | 0.3% | +113.9% | 0.627% | |
| 1/31/2025 | Sanctuary Advisors LLC | 42,311 | $1.75M | 0.0% | +5.6% | 0.749% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 25,412 | $1.04M | 0.1% | +29.5% | 0.450% | |
| 1/28/2025 | Advisory Resource Group | 184,409 | $7.55M | 1.6% | +49.4% | 3.264% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 5,182 | $212K | 0.0% | -28.8% | 0.092% | |
| 1/28/2025 | Apollon Wealth Management LLC | 984,434 | $40.32M | 0.9% | +6.4% | 17.424% | |
| 1/28/2025 | Apollon Financial LLC | 32,057 | $1.31M | 0.3% | +28.9% | 0.567% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 104,321 | $4.28M | 0.4% | N/A | 1.846% | |
| 1/24/2025 | Golden State Equity Partners | 9,843 | $403K | 0.1% | +5.3% | 0.174% | |
