| 8/1/2025 | Austin Private Wealth LLC | 304,084 | $16.70M | 1.3% | +70.6% | 2.204% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,639,645 | $90.05M | 0.0% | +12.2% | 11.881% | |
| 7/29/2025 | Balboa Wealth Partners | 29,710 | $1.63M | 0.3% | -2.6% | 0.215% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 14,487 | $796K | 0.0% | N/A | 0.105% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 5,945 | $334K | 0.1% | +17.6% | 0.043% | |
| 7/28/2025 | Harbour Investments Inc. | 172,402 | $9.47M | 0.2% | -0.2% | 1.250% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 95,282 | $5.23M | 0.1% | -5.3% | 0.691% | |
| 7/25/2025 | NorthRock Partners LLC | 6,864 | $377K | 0.0% | -67.8% | 0.050% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,907,224 | $104.75M | 0.4% | +9.1% | 13.851% | |
| 7/24/2025 | Forefront Analytics LLC | 23,586 | $1.30M | 1.1% | N/A | 0.171% | |
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| 7/24/2025 | M1 Capital Management LLC | 5,081 | $279K | 0.1% | -10.2% | 0.037% | |
| 7/24/2025 | Lokken Investment Group LLC | 17,612 | $967K | 0.4% | -2.6% | 0.128% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 3,862 | $212K | 0.0% | N/A | 0.028% | |
| 7/18/2025 | Truist Financial Corp | 6,986 | $384K | 0.0% | +8.0% | 0.051% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 37,096 | $2.04M | 2.7% | +6.6% | 0.270% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 130,338 | $7.16M | 3.0% | +2.3% | 0.952% | |
| 7/17/2025 | Kelly Financial Services LLC | 10,936 | $601K | 0.2% | -4.7% | 0.080% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 15,938 | $875K | 0.6% | +2.2% | 0.116% | |
| 7/14/2025 | Capital CS Group LLC | 9,359 | $514K | 0.8% | -7.0% | 0.068% | |
| 7/14/2025 | Iams Wealth Management LLC | 30,058 | $1.65M | 0.8% | +3.4% | 0.220% | |
| 7/14/2025 | Park Avenue Securities LLC | 443,412 | $24.35M | 0.2% | +2.9% | 3.239% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,752 | $96K | 0.0% | +23.0% | 0.013% | |
| 7/11/2025 | International Private Wealth Advisors LLC | 58,091 | $3.19M | 2.7% | +4.9% | 0.426% | |
| 7/10/2025 | Global Financial Private Client LLC | 55,312 | $3.04M | 1.1% | +8.3% | 0.405% | |
| 7/10/2025 | Sharkey Howes & Javer | 166,085 | $9.12M | 1.2% | +3.1% | 1.217% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 188,472 | $10.35M | 0.8% | +9.5% | 1.381% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 12,340 | $678K | 0.0% | -14.4% | 0.090% | |
| 7/1/2025 | Private Client Services LLC | 5,790 | $318K | 0.1% | -15.2% | 0.044% | |
| 5/19/2025 | Jane Street Group LLC | 11,768 | $597K | 0.0% | N/A | 0.088% | |
| 5/16/2025 | NewEdge Advisors LLC | 278,772 | $14.15M | 0.1% | +15.3% | 2.080% | |
| 5/15/2025 | Royal Bank of Canada | 21,403 | $1.09M | 0.0% | +1.2% | 0.160% | |
| 5/15/2025 | TD Capital Management LLC | 1,365 | $69K | 0.0% | -55.4% | 0.010% | |
| 5/14/2025 | CreativeOne Wealth LLC | 98,968 | $5.03M | 0.2% | +16.3% | 0.739% | |
| 5/14/2025 | FWG Investments LLC. | 12,388 | $629K | 0.7% | -30.3% | 0.092% | |
| 5/14/2025 | Synovus Financial Corp | 6,681 | $339K | 0.0% | N/A | 0.050% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 4,516 | $228K | 0.0% | +47.6% | 0.034% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,244 | $63K | 0.0% | -16.1% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 27,521 | $1.40M | 0.0% | +2.9% | 0.205% | |
| 5/14/2025 | Compound Planning Inc. | 6,853 | $348K | 0.0% | -13.1% | 0.051% | |
| 5/13/2025 | HighTower Advisors LLC | 90,240 | $4.58M | 0.0% | +0.6% | 0.673% | |
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| 5/12/2025 | Virtu Financial LLC | 20,512 | $1.04M | 0.1% | N/A | 0.153% | |
| 5/12/2025 | Townsquare Capital LLC | 8,253 | $419K | 0.0% | N/A | 0.062% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 23,915 | $1.21M | 0.0% | -9.3% | 0.181% | |
| 5/9/2025 | Novus Advisors LLC | 57,674 | $2.93M | 3.0% | +5.0% | 0.438% | |
| 5/8/2025 | Harbour Investments Inc. | 172,661 | $8.77M | 0.3% | +3.0% | 1.310% | |
| 5/8/2025 | NorthRock Partners LLC | 21,297 | $1.08M | 0.0% | N/A | 0.162% | |
| 5/8/2025 | FSA Advisors Inc. | 7,475 | $379K | 0.3% | +4.5% | 0.057% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 189,601 | $9.63M | 0.2% | +4.6% | 1.439% | |
| 5/7/2025 | LPL Financial LLC | 4,333,078 | $219.99M | 0.1% | +4.6% | 32.876% | |
| 5/6/2025 | Cetera Investment Advisers | 113,194 | $5.75M | 0.0% | +22.7% | 0.859% | |
| 5/6/2025 | AE Wealth Management LLC | 105,950 | $5.38M | 0.0% | +11.9% | 0.804% | |
| 5/6/2025 | Landmark Wealth Management Inc. | 253,644 | $12.88M | 6.1% | +7.9% | 1.924% | |
| 5/6/2025 | M1 Capital Management LLC | 5,658 | $287K | 0.2% | +5.2% | 0.043% | |
| 5/6/2025 | Triumph Capital Management | 11,167 | $567K | 0.2% | +28.1% | 0.085% | |
| 5/5/2025 | Private Advisor Group LLC | 65,828 | $3.34M | 0.0% | -34.6% | 0.499% | |
| 5/5/2025 | Nwam LLC | 5,408 | $275K | 0.0% | +6.6% | 0.041% | |
| 5/5/2025 | Transce3nd LLC | 3,484 | $177K | 0.1% | -28.4% | 0.026% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 10,487 | $532K | 0.0% | N/A | 0.080% | |
| 5/2/2025 | Lokken Investment Group LLC | 18,077 | $918K | 0.4% | -62.7% | 0.137% | |
| 5/1/2025 | Croban | 22,495 | $1.14M | 1.1% | N/A | 0.171% | |
| 4/30/2025 | Sharkey Howes & Javer | 161,014 | $8.18M | 1.2% | +1.7% | 1.222% | |
| 4/30/2025 | Allworth Financial LP | 6,578 | $323K | 0.0% | -3.5% | 0.050% | |
| 4/30/2025 | True Vision MN LLC | 7,563 | $384K | 0.2% | +66.4% | 0.057% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 100,663 | $5.11M | 0.1% | +3.7% | 0.764% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 127,350 | $6.47M | 2.9% | +10.2% | 0.966% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,461,878 | $74.22M | 0.0% | +6.7% | 11.092% | |
| 4/24/2025 | Hibernia Wealth Partners LLC | 211,492 | $10.74M | 7.6% | -3.2% | 1.605% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 5,056 | $239K | 0.1% | -94.0% | 0.038% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,540 | $78K | 0.0% | N/A | 0.012% | |
| 4/23/2025 | Balboa Wealth Partners | 30,509 | $1.55M | 0.4% | +6.2% | 0.231% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,947 | $1.72M | 0.0% | +3.2% | 0.258% | |
| 4/22/2025 | Aspire Private Capital LLC | 230,882 | $11.72M | 2.9% | -1.7% | 1.752% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 35,134 | $1.78M | 1.1% | -17.3% | 0.267% | |
| 4/22/2025 | Castleview Partners LLC | 5,806 | $295K | 0.2% | -40.6% | 0.044% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,748,015 | $88.75M | 0.3% | +5.6% | 13.263% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 34,791 | $1.77M | 2.7% | +147.9% | 0.269% | |
| 4/15/2025 | Kelly Financial Services LLC | 11,480 | $583K | 0.2% | -31.7% | 0.089% | |
| 4/14/2025 | International Private Wealth Advisors LLC | 55,400 | $2.81M | 2.7% | +12.0% | 0.428% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,424 | $73K | 0.0% | -28.0% | 0.011% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 39,687 | $2.02M | 0.6% | +5.0% | 0.306% | |
| 4/14/2025 | Park Avenue Securities LLC | 430,923 | $21.88M | 0.3% | +2.5% | 3.328% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 172,049 | $8.74M | 0.9% | +6.0% | 1.329% | |
| 4/10/2025 | Iams Wealth Management LLC | 29,064 | $1.48M | 0.7% | +3.0% | 0.224% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 14,411 | $740K | 0.0% | +4.9% | 0.111% | |
| 4/9/2025 | Capital CS Group LLC | 10,066 | $511K | 0.8% | +14.1% | 0.078% | |
| 4/8/2025 | Private Client Services LLC | 6,824 | $346K | 0.2% | +3.8% | 0.053% | |
| 4/8/2025 | Global Financial Private Client LLC | 51,077 | $2.59M | 1.0% | +3.0% | 0.394% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 4,509 | $241K | 0.2% | N/A | 0.035% | |
| 3/19/2025 | M1 Capital Management LLC | 5,377 | $287K | 0.2% | N/A | 0.042% | |
| 2/25/2025 | Armis Advisers LLC | 19,889 | $1.06M | 0.1% | N/A | 0.156% | |
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| 2/18/2025 | First Heartland Consultants Inc. | 5,242 | $280K | 0.0% | +8.3% | 0.051% | |
| 2/17/2025 | Cetera Investment Advisers | 92,244 | $4.93M | 0.0% | -0.9% | 0.890% | |
| 2/14/2025 | Triumph Capital Management | 8,716 | $466K | 0.2% | -17.5% | 0.084% | |
| 2/14/2025 | Stifel Financial Corp | 10,041 | $537K | 0.0% | -3.3% | 0.097% | |
| 2/14/2025 | Transce3nd LLC | 4,865 | $260K | 0.1% | N/A | 0.047% | |
| 2/14/2025 | GeoWealth Management LLC | 276,635 | $14.78M | 0.5% | -4.8% | 2.668% | |
| 2/13/2025 | NewEdge Advisors LLC | 241,745 | $12.92M | 0.1% | +0.5% | 2.331% | |
| 2/13/2025 | CreativeOne Wealth LLC | 85,090 | $4.55M | 0.1% | +23.1% | 0.821% | |
| 2/13/2025 | Mariner LLC | 212,551 | $11.36M | 0.0% | +12.9% | 2.050% | |
| 2/13/2025 | Kraft Davis & Associates LLC | 83,712 | $4.60M | 1.3% | +1,929.4% | 0.807% | |
