| 8/7/2025 | PCG Wealth Advisors LLC | 50,841 | $4.14M | 2.1% | +11.5% | 0.097% | |
| 8/7/2025 | Cascade Financial Partners LLC | 48,482 | $3.95M | 0.5% | +8.1% | 0.092% | |
| 8/7/2025 | Fagan Associates Inc. | 59,787 | $4.87M | 0.8% | -1.4% | 0.114% | |
| 8/7/2025 | Nwam LLC | 59,989 | $5.22M | 0.4% | -18.1% | 0.114% | |
| 8/7/2025 | Allworth Financial LP | 21,444 | $1.75M | 0.0% | +4,910.3% | 0.041% | |
| 8/7/2025 | Fountainhead AM LLC | 6,677 | $544K | 0.1% | +3.9% | 0.013% | |
| 8/6/2025 | Prospera Financial Services Inc | 91,431 | $7.45M | 0.1% | +11.0% | 0.174% | |
| 8/6/2025 | AE Wealth Management LLC | 17,026 | $1.39M | 0.0% | -1.9% | 0.032% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 5,433 | $442K | 0.2% | +34.3% | 0.010% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 23,508 | $1.91M | 0.9% | N/A | 0.045% | |
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| 8/6/2025 | Stonebridge Financial Planning Group LLC | 5,076 | $413K | 0.2% | +5.3% | 0.010% | |
| 8/6/2025 | Moors & Cabot Inc. | 3,200 | $260K | 0.0% | N/A | 0.006% | |
| 8/5/2025 | Atlas Wealth LLC | 99,372 | $8.17M | 3.0% | +1.6% | 0.189% | |
| 8/5/2025 | Bank of Montreal Can | 1,232 | $100K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | Sigma Planning Corp | 54,558 | $4.44M | 0.1% | -54.2% | 0.104% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,671 | $3.56M | 0.3% | N/A | 0.083% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 2,511 | $204K | 0.0% | -64.3% | 0.005% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 136,895 | $11.14M | 6.9% | +4.8% | 0.261% | |
| 8/4/2025 | Integrity Alliance LLC. | 5,814 | $473K | 0.0% | -49.2% | 0.011% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 16,941 | $1.38M | 0.1% | +8.1% | 0.032% | |
| 8/4/2025 | Kovack Advisors Inc. | 3,045 | $248K | 0.0% | N/A | 0.006% | |
| 8/4/2025 | IFG Advisory LLC | 55,359 | $4.51M | 0.2% | +2.9% | 0.106% | |
| 8/4/2025 | Atria Investments Inc | 17,448 | $1.42M | 0.0% | -60.1% | 0.033% | |
| 8/4/2025 | Assetmark Inc. | 31,306 | $2.55M | 0.0% | +30.4% | 0.060% | |
| 8/4/2025 | Spire Wealth Management | 35,068 | $2.86M | 0.1% | -0.6% | 0.067% | |
| 8/4/2025 | Arkadios Wealth Advisors | 65,159 | $5.30M | 0.2% | +13.1% | 0.124% | |
| 8/4/2025 | World Investment Advisors | 9,365 | $762K | 0.0% | -1.7% | 0.018% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 66,760 | $5.43M | 0.3% | N/A | 0.127% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 47,142 | $3.84M | 0.1% | +146.7% | 0.090% | |
| 8/4/2025 | Waterfront Wealth Inc. | 6,169 | $502K | 0.1% | +8.0% | 0.012% | |
| 8/1/2025 | GWN Securities Inc. | 18,816 | $1.53M | 0.3% | -80.7% | 0.036% | |
| 8/1/2025 | Liberty Wealth Management LLC | 15,654 | $1.27M | 0.2% | N/A | 0.030% | |
| 8/1/2025 | Wealth Watch Advisors INC | 4,143 | $337K | 0.2% | +16.1% | 0.008% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 18,178 | $1.48M | 0.0% | N/A | 0.035% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 282,382 | $22.99M | 0.0% | +18.2% | 0.542% | |
| 7/31/2025 | Perissos Private Wealth Management LLC | 9,993 | $813K | 0.6% | +11.6% | 0.019% | |
| 7/31/2025 | Darden Wealth Group Inc | 4,650 | $379K | 0.2% | -7.9% | 0.009% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 22,281 | $1.81M | 1.6% | -1.7% | 0.043% | |
| 7/31/2025 | Insight Wealth Partners LLC | 14,381 | $1.17M | 0.5% | +7.9% | 0.028% | |
| 7/31/2025 | Hobart Private Capital LLC | 41,051 | $3.34M | 0.8% | -10.9% | 0.079% | |
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| 7/30/2025 | Bleakley Financial Group LLC | 11,891 | $968K | 0.0% | -1.9% | 0.023% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 50,014 | $4.07M | 1.7% | +5.3% | 0.097% | |
| 7/30/2025 | Capital Wealth Alliance LLC | 9,694 | $789K | 0.4% | -2.7% | 0.019% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 6,975 | $568K | 0.2% | -13.6% | 0.013% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 64,315 | $5.24M | 0.3% | +2.6% | 0.124% | |
| 7/30/2025 | Parcion Private Wealth LLC | 653,750 | $53.22M | 2.7% | +53.8% | 1.265% | |
| 7/30/2025 | D.A. Davidson & CO. | 30,589 | $2.49M | 0.0% | +4.2% | 0.059% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 23,850 | $1.94M | 1.1% | -3.0% | 0.046% | |
| 7/30/2025 | Pacific Sun Financial Corp | 3,801 | $309K | 0.2% | +14.4% | 0.007% | |
| 7/30/2025 | Fiduciary Planning LLC | 84,344 | $6.87M | 2.3% | -4.1% | 0.163% | |
| 7/29/2025 | Stephens Inc. AR | 19,383 | $1.58M | 0.0% | +2.7% | 0.037% | |
| 7/29/2025 | Altus Wealth Group LLC | 8,312 | $677K | 0.3% | +4.7% | 0.016% | |
| 7/29/2025 | International Assets Investment Management LLC | 28,413 | $2.31M | 0.1% | +50.4% | 0.055% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 41,112 | $3.35M | 0.1% | +7.1% | 0.080% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 52,407 | $4.27M | 0.1% | +233.0% | 0.101% | |
| 7/29/2025 | Private Trust Co. NA | 595 | $48K | 0.0% | -60.8% | 0.001% | |
| 7/29/2025 | Sage Private Wealth Group LLC | 166,803 | $13.58M | 8.7% | -6.2% | 0.323% | |
| 7/29/2025 | Creekside Partners | 18,701 | $1.52M | 0.7% | +12.0% | 0.036% | |
| 7/28/2025 | Mutual Advisors LLC | 31,856 | $2.82M | 0.1% | +4.4% | 0.062% | |
| 7/28/2025 | Harbour Investments Inc. | 179,730 | $14.63M | 0.4% | +13.6% | 0.348% | |
| 7/28/2025 | RFG Advisory LLC | 21,682 | $1.77M | 0.0% | -60.0% | 0.042% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 36,971 | $3.01M | 0.1% | +21.1% | 0.072% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 55,966 | $4.56M | 1.8% | +22.9% | 0.108% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 26,438 | $2.16M | 0.0% | -11.1% | 0.051% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 78,176 | $6.36M | 0.0% | +40.8% | 0.151% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 13,498 | $1.10M | 0.3% | +10.8% | 0.026% | |
| 7/25/2025 | MGO One Seven LLC | 10,526 | $857K | 0.0% | +2.6% | 0.020% | |
| 7/25/2025 | SPC Financial Inc. | 71,631 | $5.83M | 0.5% | +4.6% | 0.139% | |
| 7/25/2025 | CWM LLC | 77,800 | $6.33M | 0.0% | +4.5% | 0.151% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 19,530 | $1.59M | 0.0% | -78.0% | 0.038% | |
| 7/25/2025 | Apollon Wealth Management LLC | 19,549 | $1.59M | 0.0% | +23.1% | 0.038% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 55,493 | $4.52M | 3.0% | -15.2% | 0.109% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 6,920 | $563K | 0.1% | N/A | 0.014% | |
| 7/24/2025 | Cascade Investment Group Inc. | 6,057 | $493K | 0.3% | -31.6% | 0.012% | |
| 7/24/2025 | Lokken Investment Group LLC | 54,251 | $4.42M | 1.7% | +4.2% | 0.106% | |
| 7/24/2025 | US Bancorp DE | 98,966 | $8.06M | 0.0% | +42.8% | 0.194% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 24,043 | $1.96M | 0.2% | +8.9% | 0.047% | |
| 7/23/2025 | Ignite Planners LLC | 8,163 | $694K | 0.1% | +3.0% | 0.016% | |
| 7/23/2025 | RiverTree Advisors LLC | 13,597 | $1.11M | 0.7% | -52.5% | 0.027% | |
| 7/23/2025 | Fortis Advisors LLC | 55,771 | $4.54M | 2.9% | -1.3% | 0.109% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 5,034 | $410K | 0.0% | -32.6% | 0.010% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 12,733 | $1.04M | 0.5% | -1.9% | 0.025% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 9,208 | $750K | 0.3% | +5.9% | 0.018% | |
| 7/23/2025 | SteelPeak Wealth LLC | 5,335 | $434K | 0.0% | +44.2% | 0.010% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 3,941 | $321K | 0.1% | +6.1% | 0.008% | |
| 7/22/2025 | Belpointe Asset Management LLC | 12,459 | $1.01M | 0.0% | -1.9% | 0.024% | |
| 7/22/2025 | Global Assets Advisory LLC | 17,365 | $1.43M | 0.6% | -67.6% | 0.034% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 19,749 | $1.61M | 0.0% | +68.8% | 0.039% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 2,511 | $204K | 0.1% | N/A | 0.005% | |
| 7/22/2025 | Accel Wealth Management | 5,374 | $437K | 0.1% | +14.8% | 0.011% | |
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| 7/21/2025 | Precedent Wealth Partners LLC | 50,497 | $4.11M | 1.0% | +8.3% | 0.099% | |
| 7/21/2025 | Curran Financial Partners LLC | 3,651 | $297K | 0.1% | N/A | 0.007% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 50,319 | $4.10M | 0.2% | -15.2% | 0.099% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 289,793 | $23.59M | 0.1% | +2.8% | 0.568% | |
| 7/18/2025 | Truist Financial Corp | 45,026 | $3.67M | 0.0% | +1.5% | 0.089% | |
| 7/18/2025 | Parkside Investments LLC | 159,644 | $13.00M | 1.8% | -1.8% | 0.317% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 87,086 | $7.09M | 0.0% | +2.9% | 0.173% | |
| 7/17/2025 | Archford Capital Strategies LLC | 5,710 | $465K | 0.1% | -22.8% | 0.011% | |
| 7/17/2025 | Genesis Private Wealth LLC | 37,308 | $3.04M | 1.4% | +3.3% | 0.074% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 6,000 | $488K | 0.1% | N/A | 0.012% | |
