| 8/15/2025 | Orion Porfolio Solutions LLC | 18,147 | $875K | 0.0% | +114.9% | 0.020% | |
| 8/15/2025 | MML Investors Services LLC | 1,158,247 | $55.87M | 0.2% | +2.1% | 1.276% | |
| 8/15/2025 | Bank of America Corp DE | 1,523,298 | $73.48M | 0.0% | +9.5% | 1.679% | |
| 8/14/2025 | CLG LLC | 90,057 | $4.34M | 1.4% | +55.4% | 0.099% | |
| 8/14/2025 | Florida Financial Advisors LLC | 10,001 | $482K | 0.3% | +29.6% | 0.011% | |
| 8/14/2025 | Jane Street Group LLC | 6,931 | $334K | 0.0% | -98.7% | 0.008% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 6,195 | $299K | 0.0% | +23.3% | 0.007% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,198 | $203K | 0.0% | N/A | 0.005% | |
| 8/14/2025 | NewEdge Advisors LLC | 20,491 | $988K | 0.0% | -11.0% | 0.023% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 108,710 | $5.24M | 0.0% | +56.5% | 0.120% | |
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| 8/14/2025 | Broadleaf Partners LLC | 136,407 | $6.58M | 1.4% | +14.9% | 0.150% | |
| 8/14/2025 | Goodwin Investment Advisory | 938,001 | $45.25M | 52.2% | +46.2% | 1.034% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 34,519 | $1.67M | 0.0% | -3.2% | 0.038% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 124,476 | $6.01M | 0.8% | -9.9% | 0.137% | |
| 8/13/2025 | Marshall Wace LLP | 21,554 | $1.04M | 0.0% | N/A | 0.024% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 30,080 | $1.45M | 0.4% | +88.9% | 0.033% | |
| 8/13/2025 | Fort Sheridan Advisors LLC | 7,160 | $345K | 0.0% | +11.4% | 0.008% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 43,193 | $2.08M | 0.1% | -3.6% | 0.048% | |
| 8/13/2025 | Holos Integrated Wealth LLC | 69,382 | $3.55M | 2.1% | +1.5% | 0.076% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 622,816 | $30.05M | 0.0% | +21.4% | 0.686% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 244,565 | $11.80M | 0.3% | +47.3% | 0.269% | |
| 8/12/2025 | Vestor Capital LLC | 59,000 | $2.85M | 0.1% | +1,503.3% | 0.065% | |
| 8/12/2025 | JPMorgan Chase & Co. | 9,239,076 | $445.69M | 0.0% | -4.6% | 10.181% | |
| 8/12/2025 | 17 Capital Partners LLC | 14,033 | $677K | 0.4% | +21.5% | 0.015% | |
| 8/12/2025 | PKS Advisory Services LLC | 86,813 | $4.19M | 1.0% | -20.9% | 0.096% | |
| 8/11/2025 | Thrivent Financial for Lutherans | 1,592,192 | $76.81M | 0.9% | N/A | 1.754% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 408,846 | $19.72M | 0.1% | +21.2% | 0.451% | |
| 8/8/2025 | Cetera Investment Advisers | 426,266 | $20.56M | 0.0% | +12.4% | 0.470% | |
| 8/8/2025 | Creative Planning | 271,941 | $13.12M | 0.0% | -76.5% | 0.300% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 5,926 | $286K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | MV Capital Management Inc. | 220,412 | $10.63M | 1.1% | -0.8% | 0.243% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 110,724 | $5.34M | 0.0% | +11.7% | 0.122% | |
| 8/8/2025 | Wealth Quarterback LLC | 58,202 | $2.81M | 1.3% | -17.5% | 0.064% | |
| 8/7/2025 | CENTRAL TRUST Co | 112,869 | $5.45M | 0.1% | -0.5% | 0.124% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 67,171 | $3.24M | 0.5% | -19.0% | 0.074% | |
| 8/6/2025 | AE Wealth Management LLC | 16,455 | $794K | 0.0% | +1,027.1% | 0.018% | |
| 8/6/2025 | Mark Sheptoff Financial Planning LLC | 599 | $29K | 0.0% | -27.8% | 0.001% | |
| 8/6/2025 | Forbes Financial Planning Inc. | 81,200 | $3.92M | 2.6% | N/A | 0.089% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 2,892,574 | $139.54M | 0.2% | +8.6% | 3.187% | |
| 8/5/2025 | Bank of Montreal Can | 1,240 | $60K | 0.0% | -26.0% | 0.001% | |
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| 8/4/2025 | Creative Financial Designs Inc. ADV | 756 | $36K | 0.0% | +221.7% | 0.001% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,177 | $202K | 0.0% | N/A | 0.005% | |
| 8/4/2025 | Clear Investment Research LLC | 22,284 | $1.08M | 1.4% | +2.3% | 0.025% | |
| 8/4/2025 | Adell Harriman & Carpenter Inc. | 38,935 | $1.88M | 0.1% | +6.9% | 0.043% | |
| 8/4/2025 | Arkadios Wealth Advisors | 137,174 | $6.62M | 0.2% | N/A | 0.151% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 17,744 | $856K | 0.1% | +219.6% | 0.020% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 723,997 | $34.93M | 0.0% | +25.4% | 0.798% | |
| 7/31/2025 | Hobart Private Capital LLC | 13,683 | $660K | 0.1% | -26.3% | 0.015% | |
| 7/31/2025 | MN Wealth Advisors LLC | 75,087 | $3.62M | 2.1% | +7.1% | 0.083% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 11,189 | $540K | 0.1% | N/A | 0.012% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 71,547 | $3.45M | 0.5% | +58.0% | 0.079% | |
| 7/30/2025 | Advantage Trust Co | 179,751 | $8.67M | 4.3% | +7.6% | 0.198% | |
| 7/30/2025 | BG Investment Services Inc. | 151,318 | $7.35M | 9.2% | +9.6% | 0.167% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 10,426 | $524K | 0.1% | +5.0% | 0.011% | |
| 7/29/2025 | Sowa Financial Group Inc. | 550,146 | $26.54M | 16.6% | +15.3% | 0.606% | |
| 7/29/2025 | Salus Financial Advisors LLC | 216,821 | $10.46M | 7.0% | +23.7% | 0.239% | |
| 7/29/2025 | International Assets Investment Management LLC | 14,337 | $692K | 0.0% | +16.8% | 0.016% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 48,937 | $2.36M | 0.1% | +12.9% | 0.054% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 406,951 | $19.63M | 4.8% | -5.4% | 0.448% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 2,729 | $132K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | Variant Private Wealth LLC | 103,467 | $4.99M | 5.2% | +0.7% | 0.114% | |
| 7/28/2025 | Mutual Advisors LLC | 43,461 | $2.17M | 0.1% | +3.6% | 0.048% | |
| 7/28/2025 | Harbour Investments Inc. | 61,195 | $2.95M | 0.1% | +6.8% | 0.067% | |
| 7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 110,479 | $5.33M | 1.0% | +21.8% | 0.122% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 6,228,360 | $300.46M | 2.7% | +0.6% | 6.863% | |
| 7/28/2025 | RFG Advisory LLC | 239,964 | $11.58M | 0.3% | N/A | 0.264% | |
| 7/25/2025 | Northwest Capital Management Inc | 1,068 | $52K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,090 | $294K | 0.0% | -90.4% | 0.007% | |
| 7/25/2025 | CWM LLC | 851,538 | $41.08M | 0.1% | +19.1% | 0.938% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 848,456 | $40.93M | 12.7% | +1.4% | 0.935% | |
| 7/24/2025 | Accredited Investor Services LLC | 439,551 | $21.20M | 16.0% | +2.9% | 0.484% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 119,094 | $5.75M | 0.3% | +1.1% | 0.131% | |
| 7/24/2025 | IFP Advisors Inc | 28,846 | $1.39M | 0.0% | -27.2% | 0.032% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 55,733 | $2.69M | 0.3% | +11.1% | 0.061% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 106,797 | $5.15M | 0.3% | +28.2% | 0.118% | |
| 7/23/2025 | Sachetta LLC | 25,493 | $1.23M | 0.5% | -5.4% | 0.028% | |
| 7/23/2025 | Elm3 Financial Group LLC | 11,623 | $561K | 0.5% | +5.6% | 0.013% | |
| 7/22/2025 | PUREfi Wealth LLC | 31,639 | $1.53M | 1.2% | +75.2% | 0.035% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 11,300 | $545K | 0.1% | N/A | 0.012% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 7,504 | $362K | 0.0% | +6.4% | 0.008% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 30,347 | $1.46M | 0.4% | -9.4% | 0.033% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,446 | $214K | 0.0% | N/A | 0.005% | |
| 7/18/2025 | Childress Capital Advisors LLC | 82,590 | $3.98M | 1.0% | +20.6% | 0.091% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 158,537 | $7.65M | 0.0% | -1.5% | 0.175% | |
| 7/17/2025 | Fifth Third Securities Inc. | 13,646 | $658K | 0.0% | +17.4% | 0.015% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 10,878 | $525K | 0.1% | +18.3% | 0.012% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 12,668 | $611K | 0.5% | +16.0% | 0.014% | |
| 7/16/2025 | Essex Financial Services Inc. | 76,357 | $3.68M | 0.2% | -21.6% | 0.084% | |
| 7/16/2025 | Castleview Partners LLC | 8,961 | $432K | 0.3% | N/A | 0.010% | |
| 7/16/2025 | Meridian Financial LLC | 17,379 | $838K | 0.5% | -3.6% | 0.019% | |
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| 7/15/2025 | Avaii Wealth Management LLC | 20,021 | $966K | 0.4% | +35.6% | 0.022% | |
| 7/15/2025 | Centerline Wealth Advisors LLC | 459,691 | $22.18M | 10.9% | +18.9% | 0.507% | |
| 7/15/2025 | Wealth Effects LLC | 9,761 | $471K | 0.2% | -3.0% | 0.011% | |
| 7/15/2025 | Bfsg LLC | 127,860 | $6.17M | 0.7% | +3.4% | 0.141% | |
| 7/14/2025 | CRA Financial Services LLC | 52,896 | $2.55M | 0.4% | +19.9% | 0.058% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 16,621 | $802K | 0.1% | +3.4% | 0.018% | |
| 7/14/2025 | Sowell Financial Services LLC | 157,832 | $7.61M | 0.3% | N/A | 0.174% | |
| 7/10/2025 | Worth Asset Management LLC | 4,301 | $207K | 0.1% | -39.9% | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 69,162 | $3.37M | 0.0% | -70.5% | 0.076% | |
| 7/10/2025 | Sovran Advisors LLC | 103,044 | $4.97M | 0.5% | +21.4% | 0.114% | |
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