| 8/15/2025 | Captrust Financial Advisors | 55,038 | $2.08M | 0.0% | +10.9% | 0.327% | |
| 8/15/2025 | Visionary Wealth Advisors | 42,502 | $1.61M | 0.1% | -1.4% | 0.253% | |
| 8/15/2025 | MML Investors Services LLC | 70,161 | $2.65M | 0.0% | +208.4% | 0.417% | |
| 8/15/2025 | EP Wealth Advisors LLC | 54,120 | $2.05M | 0.0% | -1.4% | 0.322% | |
| 8/15/2025 | Benjamin Edwards Inc. | 23,699 | $896K | 0.0% | -3.2% | 0.141% | |
| 8/14/2025 | Raymond James Financial Inc. | 507,341 | $19.17M | 0.0% | +26.7% | 3.015% | |
| 8/14/2025 | Alliancebernstein L.P. | 3,546,015 | $134.00M | 0.0% | +28.2% | 21.070% | |
| 8/14/2025 | NewEdge Advisors LLC | 15,123 | $571K | 0.0% | +52.2% | 0.090% | |
| 8/14/2025 | Cerity Partners LLC | 18,500 | $699K | 0.0% | +20.9% | 0.110% | |
| 8/13/2025 | SageView Advisory Group LLC | 58,076 | $2.22M | 0.1% | N/A | 0.345% | |
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| 8/13/2025 | Cresset Asset Management LLC | 10,741 | $406K | 0.0% | N/A | 0.064% | |
| 8/13/2025 | Luminist Capital LLC | 7,437 | $281K | 0.3% | N/A | 0.044% | |
| 8/13/2025 | Trek Financial LLC | 14,644 | $553K | 0.0% | +20.1% | 0.087% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 151,720 | $5.73M | 0.1% | +6.7% | 0.901% | |
| 8/12/2025 | CreativeOne Wealth LLC | 59,011 | $2.23M | 0.1% | +107.7% | 0.351% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 11,582 | $438K | 0.0% | +147.9% | 0.069% | |
| 8/12/2025 | MAI Capital Management | 58,967 | $2.23M | 0.0% | +15.6% | 0.350% | |
| 8/12/2025 | JPMorgan Chase & Co. | 13,112 | $495K | 0.0% | +28.9% | 0.078% | |
| 8/12/2025 | Weaver Consulting Group | 31,480 | $1.19M | 0.3% | +16.3% | 0.187% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 15,144 | $572K | 0.1% | -14.3% | 0.090% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 16,417 | $620K | 0.0% | -3.7% | 0.098% | |
| 8/8/2025 | Cetera Investment Advisers | 258,367 | $9.76M | 0.0% | +10.8% | 1.535% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 6,575 | $248K | 0.0% | +6.9% | 0.039% | |
| 8/8/2025 | Wealth Alliance LLC | 69,283 | $2.62M | 0.3% | +21.5% | 0.412% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 23,992 | $907K | 0.4% | +12.6% | 0.143% | |
| 8/6/2025 | AE Wealth Management LLC | 86,603 | $3.27M | 0.0% | -45.0% | 0.515% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,546,071 | $58.42M | 0.8% | +14.1% | 9.186% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 8,066 | $305K | 0.1% | -7.9% | 0.048% | |
| 8/5/2025 | WorthPointe LLC | 12,609 | $476K | 0.2% | +17.6% | 0.075% | |
| 8/5/2025 | Integrity Financial Corp WA | 6,735 | $255K | 0.1% | -14.9% | 0.040% | |
| 8/4/2025 | Spire Wealth Management | 25,105 | $949K | 0.0% | +124.9% | 0.149% | |
| 8/4/2025 | JDM Financial Group LLC | 6,980 | $264K | 0.1% | +11.0% | 0.041% | |
| 8/1/2025 | Corrado Advisors LLC | 68,287 | $2.58M | 1.6% | +25.4% | 0.406% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 22,000 | $831K | 0.2% | -74.6% | 0.131% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 152,722 | $5.77M | 0.0% | +128.9% | 0.907% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 30,104 | $1.14M | 0.0% | N/A | 0.179% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 102,713 | $3.88M | 2.2% | +13.6% | 0.610% | |
| 7/31/2025 | Gill Capital Partners LLC | 32,613 | $1.23M | 0.4% | -30.7% | 0.194% | |
| 7/30/2025 | Brookstone Capital Management | 163,667 | $6.19M | 0.1% | -2.7% | 0.972% | |
| 7/30/2025 | Phoenix Financial Ltd. | 65,175 | $2.46M | 0.0% | N/A | 0.387% | |
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| 7/30/2025 | Drive Wealth Management LLC | 8,643 | $327K | 0.1% | +12.6% | 0.051% | |
| 7/30/2025 | Evermay Wealth Management LLC | 31,105 | $1.18M | 0.1% | +29.2% | 0.185% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 35,201 | $1.33M | 0.0% | -6.0% | 0.209% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 8,029 | $303K | 0.0% | -5.7% | 0.048% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 18,009 | $681K | 0.2% | -70.2% | 0.107% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 9,950 | $376K | 0.0% | -3.4% | 0.059% | |
| 7/28/2025 | Mutual Advisors LLC | 7,542 | $288K | 0.0% | N/A | 0.045% | |
| 7/28/2025 | Harbour Investments Inc. | 48,632 | $1.84M | 0.0% | +0.9% | 0.289% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 15,687 | $593K | 0.0% | +26.2% | 0.093% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,776 | $332K | 0.0% | +14.4% | 0.052% | |
| 7/25/2025 | MGO One Seven LLC | 15,196 | $574K | 0.0% | N/A | 0.090% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 115,406 | $4.36M | 2.3% | +85.5% | 0.686% | |
| 7/24/2025 | Bernard Wealth Management Corp. | 4,221 | $160K | 0.1% | +246.8% | 0.025% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 9,619 | $363K | 0.2% | N/A | 0.057% | |
| 7/24/2025 | IFP Advisors Inc | 74,343 | $2.81M | 0.1% | -4.0% | 0.442% | |
| 7/24/2025 | Blair William & Co. IL | 49,594 | $1.87M | 0.0% | +459.4% | 0.295% | |
| 7/24/2025 | Weaver Capital Management LLC | 39,320 | $1.49M | 0.4% | -24.7% | 0.234% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 85,650 | $3.26M | 0.8% | -3.0% | 0.509% | |
| 7/23/2025 | Valmark Advisers Inc. | 38,296 | $1.45M | 0.0% | +5.8% | 0.228% | |
| 7/23/2025 | Heck Capital Advisors LLC | 197,799 | $7.47M | 0.6% | +0.3% | 1.175% | |
| 7/22/2025 | Belpointe Asset Management LLC | 17,996 | $680K | 0.0% | N/A | 0.107% | |
| 7/22/2025 | Diligent Investors LLC | 21,008 | $794K | 0.2% | +61.5% | 0.125% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 720 | $27K | 0.0% | N/A | 0.004% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 38,314 | $1.45M | 0.5% | +13.1% | 0.228% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 36,332 | $1.37M | 0.2% | +8.7% | 0.216% | |
| 7/21/2025 | Catalina Capital Group LLC | 14,361 | $543K | 0.4% | N/A | 0.085% | |
| 7/18/2025 | Truist Financial Corp | 140,998 | $5.33M | 0.0% | +60.9% | 0.838% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 82,988 | $3.14M | 0.0% | +8.2% | 0.493% | |
| 7/15/2025 | McAdam LLC | 11,026 | $417K | 0.0% | +29.8% | 0.066% | |
| 7/15/2025 | BCS Wealth Management | 17,001 | $642K | 0.1% | +3.4% | 0.101% | |
| 7/15/2025 | Optima Capital LLC | 10,723 | $405K | 0.2% | N/A | 0.064% | |
| 7/14/2025 | CRA Financial Services LLC | 5,825 | $220K | 0.0% | -4.9% | 0.035% | |
| 7/14/2025 | Chris Bulman Inc | 68,611 | $2.59M | 1.5% | +33.5% | 0.408% | |
| 7/14/2025 | KFG Wealth Management LLC | 143,534 | $5.42M | 0.9% | +4.7% | 0.853% | |
| 7/14/2025 | Southland Equity Partners LLC | 231,771 | $8.76M | 1.9% | +43.0% | 1.377% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 6,193 | $234K | 0.0% | N/A | 0.037% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 94,641 | $3.58M | 0.4% | +88.4% | 0.566% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 170,580 | $6.46M | 0.0% | +239.1% | 1.020% | |
| 7/10/2025 | Atticus Wealth Management LLC | 108,604 | $4.10M | 1.1% | +4.3% | 0.649% | |
| 7/10/2025 | Focus Financial Network Inc. | 18,978 | $717K | 0.0% | -11.5% | 0.113% | |
| 7/9/2025 | Keystone Wealth Services LLC | 7,546 | $285K | 0.1% | +18.9% | 0.045% | |
| 7/7/2025 | Schulz Wealth LTD. | 30,010 | $1.13M | 0.8% | -4.0% | 0.179% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 8,976 | $339K | 0.1% | -12.5% | 0.054% | |
| 7/2/2025 | McAlister Sweet & Associates Inc. | 125,237 | $4.73M | 4.8% | N/A | 0.749% | |
| 5/20/2025 | Focus Partners Wealth | 85,417 | $3.06M | 0.0% | -9.1% | 0.544% | |
| 5/19/2025 | Jane Street Group LLC | 6,813 | $244K | 0.0% | -70.5% | 0.043% | |
| 5/19/2025 | Advisory Alpha LLC | 36,945 | $1.32M | 0.0% | +5.6% | 0.235% | |
| 5/16/2025 | Alliancebernstein L.P. | 2,766,569 | $99.04M | 0.0% | -2.9% | 17.621% | |
| 5/15/2025 | EP Wealth Advisors LLC | 54,910 | $1.97M | 0.0% | -4.7% | 0.350% | |
| 5/15/2025 | MAI Capital Management | 51,023 | $1.83M | 0.0% | -6.1% | 0.325% | |
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| 5/15/2025 | OLD Mission Capital LLC | 77,842 | $2.79M | 0.0% | N/A | 0.496% | |
| 5/14/2025 | CreativeOne Wealth LLC | 28,408 | $1.02M | 0.0% | -32.3% | 0.181% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,286 | $3.34M | 0.0% | -7.4% | 0.594% | |
| 5/14/2025 | Capital Analysts LLC | 6,287 | $225K | 0.0% | -49.6% | 0.040% | |
| 5/13/2025 | Keystone Global Partners LLC | 4,697 | $168K | 0.1% | N/A | 0.030% | |
| 5/13/2025 | Raymond James Financial Inc. | 400,534 | $14.34M | 0.0% | -2.1% | 2.551% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 37,444 | $1.34M | 0.0% | -19.1% | 0.238% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 27,000 | $967K | 0.8% | -2.5% | 0.172% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 231,563 | $8.29M | 0.0% | -2.5% | 1.475% | |
| 5/13/2025 | Heck Capital Advisors LLC | 197,213 | $7.06M | 0.8% | -3.3% | 1.256% | |
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