| 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% | |
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| 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% | |
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| 5/15/2025 | MAI Capital Management | 51,023 | $1.83M | 0.0% | -6.1% | 0.325% | |
| 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% | |
| 5/13/2025 | HighTower Advisors LLC | 107,180 | $3.84M | 0.0% | -11.1% | 0.683% | |
| 5/12/2025 | Integrity Financial Corp WA | 7,918 | $283K | 0.2% | -13.1% | 0.050% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,673 | $275K | 0.0% | -10.1% | 0.049% | |
| 5/9/2025 | Gill Capital Partners LLC | 47,085 | $1.69M | 0.6% | -11.5% | 0.300% | |
| 5/9/2025 | Blair William & Co. IL | 8,866 | $317K | 0.0% | N/A | 0.056% | |
| 5/8/2025 | Wealthquest Corp | 36,587 | $1.31M | 0.1% | -13.6% | 0.233% | |
| 5/8/2025 | Harbour Investments Inc. | 48,176 | $1.73M | 0.0% | -0.9% | 0.307% | |
| 5/8/2025 | NorthRock Partners LLC | 1,742 | $62K | 0.0% | N/A | 0.011% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 6,148 | $220K | 0.0% | -34.9% | 0.039% | |
| 5/7/2025 | Bellwether Advisors LLC | 19,217 | $688K | 0.1% | -2.6% | 0.122% | |
| 5/7/2025 | LPL Financial LLC | 242,466 | $8.68M | 0.0% | +141.1% | 1.544% | |
| 5/6/2025 | Cetera Investment Advisers | 233,175 | $8.35M | 0.0% | -1.1% | 1.708% | |
| 5/6/2025 | AE Wealth Management LLC | 157,400 | $5.64M | 0.0% | -3.5% | 1.153% | |
| 5/6/2025 | WorthPointe LLC | 10,726 | $384K | 0.2% | -24.2% | 0.079% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 9,688 | $347K | 0.1% | -3.0% | 0.071% | |
| 5/5/2025 | IFP Advisors Inc | 77,468 | $2.77M | 0.1% | -6.4% | 0.568% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,051 | $610K | 0.0% | -5.5% | 0.125% | |
| 5/2/2025 | Sigma Planning Corp | 6,344 | $227K | 0.0% | -40.4% | 0.046% | |
| 5/1/2025 | Corrado Advisors LLC | 54,445 | $1.95M | 1.3% | -0.7% | 0.399% | |
| 5/1/2025 | Stephens Inc. AR | 15,170 | $543K | 0.0% | -5.7% | 0.111% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 29,723 | $1.07M | 1.1% | -1.0% | 0.218% | |
| 4/30/2025 | Cerity Partners LLC | 15,300 | $548K | 0.0% | -3.2% | 0.112% | |
| 4/30/2025 | Allworth Financial LP | 9,009 | $318K | 0.0% | -53.5% | 0.066% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,941 | $213K | 0.0% | N/A | 0.044% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 37,853 | $1.36M | 0.1% | -56.0% | 0.277% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 63,528 | $2.27M | 0.7% | -1.6% | 0.465% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,728 | $2.39M | 0.0% | -37.7% | 0.489% | |
| 4/29/2025 | Penserra Capital Management LLC | 1,355,231 | $48.52M | 0.9% | +3.6% | 9.928% | |
| 4/29/2025 | Brookstone Capital Management | 168,276 | $6.02M | 0.1% | -4.4% | 1.233% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 38,642 | $1.38M | 0.0% | -2.6% | 0.283% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 1,299 | $47K | 0.0% | -19.6% | 0.010% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 5,271 | $189K | 0.0% | -47.8% | 0.039% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 12,250 | $439K | 0.0% | -46.2% | 0.090% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 60,395 | $2.16M | 0.4% | -3.9% | 0.442% | |
| 4/23/2025 | Valmark Advisers Inc. | 36,210 | $1.30M | 0.0% | -3.8% | 0.265% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 66,027 | $2.36M | 0.0% | -3.9% | 0.484% | |
| 4/22/2025 | Atticus Wealth Management LLC | 104,134 | $3.73M | 1.2% | -1.4% | 0.763% | |
| 4/22/2025 | Weaver Capital Management LLC | 52,242 | $1.87M | 0.5% | -41.6% | 0.383% | |
| 4/21/2025 | Clear Point Advisors Inc. | 33,931 | $1.22M | 1.1% | -2.9% | 0.249% | |
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| 4/18/2025 | DHJJ Financial Advisors Ltd. | 33,886 | $1.21M | 0.5% | -10.5% | 0.248% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 76,710 | $2.75M | 0.0% | -1.9% | 0.562% | |
| 4/16/2025 | Southland Equity Partners LLC | 162,106 | $5.80M | 1.4% | -1.7% | 1.188% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 50,303 | $1.80M | 0.0% | -8.8% | 0.369% | |
| 4/15/2025 | Chris Bulman Inc | 51,389 | $1.84M | 1.2% | -4.8% | 0.376% | |
| 4/15/2025 | Focus Financial Network Inc. | 21,451 | $768K | 0.0% | -11.9% | 0.157% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 17,678 | $633K | 0.2% | -13.2% | 0.127% | |
| 4/14/2025 | BCS Wealth Management | 16,435 | $588K | 0.2% | -10.0% | 0.118% | |
| 4/14/2025 | ARS Wealth Advisors Group LLC | 50,232 | $1.80M | 0.3% | -53.6% | 0.360% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 33,413 | $1.20M | 0.2% | -1.9% | 0.240% | |
