| 8/15/2025 | Tower Research Capital LLC TRC | 19,798 | $995K | 0.0% | N/A | 0.088% | |
| 8/15/2025 | Captrust Financial Advisors | 584,589 | $29.39M | 0.1% | +105.8% | 2.604% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 14,659 | $737K | 0.0% | -48.4% | 0.065% | |
| 8/15/2025 | MML Investors Services LLC | 28,734 | $1.44M | 0.0% | -3.2% | 0.128% | |
| 8/15/2025 | Modern Wealth Management LLC | 92,567 | $4.65M | 0.1% | +0.6% | 0.412% | |
| 8/15/2025 | Benjamin Edwards Inc. | 9,134 | $459K | 0.0% | +34.6% | 0.041% | |
| 8/15/2025 | Bank of America Corp DE | 1,149,777 | $57.80M | 0.0% | +21.4% | 5.122% | |
| 8/14/2025 | Jane Street Group LLC | 131,042 | $6.59M | 0.0% | +468.5% | 0.584% | |
| 8/14/2025 | Raymond James Financial Inc. | 40,640 | $2.04M | 0.0% | -11.9% | 0.181% | |
| 8/14/2025 | Objective Capital Management LLC | 13,117 | $659K | 0.7% | -6.5% | 0.058% | |
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| 8/14/2025 | Clarity Asset Management Inc. | 61,476 | $3.09M | 1.8% | -23.8% | 0.274% | |
| 8/14/2025 | NewEdge Advisors LLC | 128,780 | $6.47M | 0.0% | +7.3% | 0.574% | |
| 8/14/2025 | Integrated Investment Consultants LLC | 86,465 | $4.35M | 0.8% | +36.3% | 0.385% | |
| 8/14/2025 | Obsidian Personal Planning Solutions LLC | 66,303 | $3.33M | 1.3% | +1.8% | 0.295% | |
| 8/14/2025 | Vertex Planning Partners LLC | 7,405 | $372K | 0.1% | +8.4% | 0.033% | |
| 8/14/2025 | BlackDiamond Wealth Management LLC | 6,280 | $315K | 0.2% | -7.2% | 0.028% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 7,889 | $397K | 0.1% | +5.3% | 0.035% | |
| 8/13/2025 | Portfolio Design Labs LLC | 123,676 | $6.22M | 1.2% | -49.6% | 0.551% | |
| 8/13/2025 | Willis Johnson & Associates Inc. | 35,991 | $1.81M | 0.1% | +66.2% | 0.160% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,390 | $120K | 0.0% | N/A | 0.011% | |
| 8/12/2025 | CreativeOne Wealth LLC | 9,142 | $460K | 0.0% | -10.0% | 0.041% | |
| 8/12/2025 | Titleist Asset Management LLC | 32,569 | $1.64M | 0.2% | +7.9% | 0.145% | |
| 8/12/2025 | JPMorgan Chase & Co. | 290,409 | $14.60M | 0.0% | -5.6% | 1.294% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 13,018 | $654K | 0.1% | +148.1% | 0.058% | |
| 8/11/2025 | Sykon Capital LLC | 13,497 | $678K | 0.2% | +8.0% | 0.060% | |
| 8/8/2025 | Tortoise Investment Management LLC | 66,610 | $3.35M | 0.3% | +18.9% | 0.297% | |
| 8/8/2025 | KM Capital Management Ltd. | 12,523 | $630K | 0.3% | -70.0% | 0.056% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 55,609 | $2.80M | 0.0% | +141.7% | 0.248% | |
| 8/8/2025 | Cetera Investment Advisers | 152,532 | $7.67M | 0.0% | +51.9% | 0.679% | |
| 8/8/2025 | Creative Planning | 24,386 | $1.23M | 0.0% | -3.0% | 0.109% | |
| 8/8/2025 | Client First Capital LLC | 15,313 | $770K | 0.4% | +10.6% | 0.068% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 5,634 | $283K | 0.0% | +239.8% | 0.025% | |
| 8/7/2025 | Vise Technologies Inc. | 14,436 | $726K | 0.0% | N/A | 0.064% | |
| 8/7/2025 | Allworth Financial LP | 11,433 | $575K | 0.0% | +11.6% | 0.051% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 4,389 | $221K | 0.0% | +5.0% | 0.020% | |
| 8/6/2025 | Stokes Family Office LLC | 3,987 | $200K | 0.0% | -7.8% | 0.018% | |
| 8/6/2025 | Smart Money Group LLC | 127,694 | $6.42M | 2.0% | -10.0% | 0.569% | |
| 8/6/2025 | Savant Capital LLC | 126,382 | $6.35M | 0.0% | -21.5% | 0.563% | |
| 8/6/2025 | Flagship Private Wealth LLC | 43,305 | $2.18M | 0.9% | +7.7% | 0.193% | |
| 8/6/2025 | Columbia River Financial Group LLC | 15,970 | $803K | 0.5% | -33.6% | 0.071% | |
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| 8/5/2025 | Fourth Dimension Wealth LLC | 17,069 | $858K | 0.4% | -8.6% | 0.076% | |
| 8/5/2025 | Jacobson & Schmitt Advisors LLC | 66,993 | $3.37M | 0.6% | +0.6% | 0.298% | |
| 8/5/2025 | BCGM Wealth Management LLC | 5,783 | $291K | 0.1% | +21.7% | 0.026% | |
| 8/5/2025 | Sigma Planning Corp | 56,508 | $2.84M | 0.1% | -3.9% | 0.252% | |
| 8/5/2025 | Mission Wealth Management LP | 5,227 | $263K | 0.0% | -15.5% | 0.023% | |
| 8/5/2025 | Alexander Randolph Advisory Inc. | 30,020 | $1.51M | 1.4% | +362.2% | 0.134% | |
| 8/4/2025 | Savvy Advisors Inc. | 22,249 | $1.12M | 0.1% | +82.9% | 0.099% | |
| 8/4/2025 | Horizon Wealth Management LLC | 59,516 | $2.99M | 0.5% | N/A | 0.265% | |
| 8/1/2025 | Zhang Financial LLC | 5,037 | $253K | 0.0% | N/A | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 412,801 | $20.75M | 0.0% | -3.5% | 1.839% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 1,233,046 | $61.99M | 4.0% | +0.1% | 5.492% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 18,950 | $953K | 0.0% | N/A | 0.084% | |
| 7/30/2025 | Forum Financial Management LP | 10,500 | $528K | 0.0% | N/A | 0.047% | |
| 7/30/2025 | D.A. Davidson & CO. | 20,089 | $1.01M | 0.0% | -5.3% | 0.089% | |
| 7/30/2025 | DecisionMap Wealth Management LLC | 4,701 | $236K | 0.2% | -10.3% | 0.021% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 11,392 | $573K | 0.1% | N/A | 0.051% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 4,184 | $210K | 0.0% | N/A | 0.019% | |
| 7/29/2025 | Stephens Inc. AR | 214,903 | $10.80M | 0.1% | +2.1% | 0.957% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 11,811 | $594K | 0.0% | +24.6% | 0.053% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 177,362 | $8.92M | 0.3% | +14.1% | 0.790% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 31,718 | $1.59M | 0.0% | +38.2% | 0.141% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 951 | $48K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 19,189 | $965K | 0.3% | +14.5% | 0.085% | |
| 7/28/2025 | DORVAL Corp | 4,749 | $239K | 0.1% | N/A | 0.021% | |
| 7/28/2025 | Harbour Investments Inc. | 17,093 | $859K | 0.0% | +13,359.1% | 0.076% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 34,236 | $1.72M | 0.0% | +568.7% | 0.152% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 76,605 | $3.85M | 1.5% | +1.2% | 0.341% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 32,927 | $1.66M | 0.0% | +13.5% | 0.147% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 21,039 | $1.06M | 0.3% | -15.6% | 0.094% | |
| 7/25/2025 | CWM LLC | 149,743 | $7.53M | 0.0% | +1.2% | 0.667% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 16,670 | $838K | 0.0% | +25.4% | 0.074% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 2,921 | $147K | 0.0% | +370.4% | 0.013% | |
| 7/24/2025 | Insight Inv LLC | 7,300 | $367K | 0.2% | -43.0% | 0.033% | |
| 7/22/2025 | Belpointe Asset Management LLC | 15,558 | $782K | 0.0% | +20.1% | 0.069% | |
| 7/22/2025 | Valley National Advisers Inc. | 7,046 | $354K | 0.1% | +24.2% | 0.031% | |
| 7/21/2025 | Keystone Financial Group Inc. | 71,223 | $3.58M | 2.3% | +36.3% | 0.317% | |
| 7/21/2025 | Ascent Group LLC | 106,255 | $5.34M | 0.2% | -47.5% | 0.473% | |
| 7/21/2025 | Flagship Private Wealth LLC | 43,305 | $2.18M | 1.1% | +7.7% | 0.193% | |
| 7/18/2025 | Truist Financial Corp | 20,564 | $1.03M | 0.0% | +39.8% | 0.092% | |
| 7/17/2025 | LexAurum Advisors LLC | 19,645 | $988K | 0.2% | -19.9% | 0.088% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 22,336 | $1.12M | 0.0% | +93.5% | 0.099% | |
| 7/16/2025 | Eagle Global Advisors LLC | 36,650 | $1.84M | 0.1% | +2.8% | 0.163% | |
| 7/16/2025 | Kathmere Capital Management LLC | 14,900 | $749K | 0.1% | -27.7% | 0.066% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,783 | $90K | 0.0% | N/A | 0.008% | |
| 7/15/2025 | Charter Capital Management LLC DE | 5,697 | $286K | 0.2% | N/A | 0.025% | |
| 7/15/2025 | Kwmg LLC | 40,562 | $2.04M | 0.2% | -13.6% | 0.181% | |
| 7/11/2025 | Skyline Advisors Inc. | 65,036 | $3.27M | 1.2% | N/A | 0.290% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 432,145 | $21.72M | 2.6% | +18.1% | 1.925% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,875 | $446K | 0.0% | +570.3% | 0.040% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 4,118 | $207K | 0.0% | N/A | 0.018% | |
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| 7/11/2025 | Rockwood Wealth Management LLC | 1,908,282 | $95.93M | 8.4% | +6.6% | 8.500% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 59,781 | $3.00M | 0.0% | +20.1% | 0.266% | |
| 7/10/2025 | Sharkey Howes & Javer | 13,321 | $670K | 0.1% | -5.2% | 0.059% | |
| 7/10/2025 | Sovran Advisors LLC | 76,775 | $3.86M | 0.4% | N/A | 0.352% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 83,507 | $4.20M | 0.9% | +67.8% | 0.383% | |
| 7/7/2025 | First Citizens Financial Corp | 23,989 | $1.21M | 0.7% | -37.2% | 0.110% | |
| 6/13/2025 | Optima Capital LLC | 8,147 | $409K | 0.3% | N/A | 0.039% | |
| 6/2/2025 | Modern Wealth Management LLC | 92,037 | $4.62M | 0.1% | +14.2% | 0.442% | |
| 5/20/2025 | Belpointe Asset Management LLC | 12,954 | $651K | 0.0% | -17.4% | 0.064% | |
| 5/20/2025 | Focus Partners Wealth | 278,942 | $14.01M | 0.0% | -30.5% | 1.381% | |
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