| 8/6/2025 | Prospera Financial Services Inc | 36,685 | $478K | 0.0% | +8.9% | 0.011% | |
| 8/6/2025 | Aspect Partners LLC | 485,901 | $6.34M | 3.1% | -5.1% | 0.141% | |
| 8/6/2025 | Innealta Capital LLC | 30,549 | $398K | 0.2% | -68.2% | 0.009% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 56,611 | $737K | 0.1% | -25.0% | 0.016% | |
| 8/6/2025 | Ethos Financial Group LLC | 36,784 | $480K | 0.0% | +249.4% | 0.011% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 2,759 | $36K | 0.0% | N/A | 0.001% | |
| 8/5/2025 | NewSquare Capital LLC | 134,411 | $1.75M | 0.1% | +3.6% | 0.039% | |
| 8/5/2025 | Marion Wealth Management | 1,045,162 | $13.63M | 3.4% | +6.3% | 0.304% | |
| 8/5/2025 | Bank of New York Mellon Corp | 621,220 | $8.10M | 0.0% | -26.9% | 0.181% | |
| 8/5/2025 | Sigma Planning Corp | 119,335 | $1.56M | 0.0% | +7.3% | 0.035% | |
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| 8/5/2025 | Lifeworks Advisors LLC | 155,482 | $2.03M | 0.3% | +2.0% | 0.045% | |
| 8/4/2025 | Continental Investors Services Inc. | 33,923 | $444K | 0.8% | +10.6% | 0.010% | |
| 8/4/2025 | Roble Belko & Company Inc | 55,131 | $719K | 0.1% | -23.4% | 0.016% | |
| 8/4/2025 | Lockheed Martin Investment Management Co. | 650,000 | $8.48M | 0.3% | -50.7% | 0.189% | |
| 8/4/2025 | Creekmur Asset Management LLC | 3,582 | $47K | 0.0% | +34.8% | 0.001% | |
| 8/4/2025 | IFG Advisory LLC | 105,880 | $1.38M | 0.1% | +5.1% | 0.031% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 361,038 | $4.71M | 0.9% | +5.4% | 0.105% | |
| 8/4/2025 | Atria Investments Inc | 94,038 | $1.23M | 0.0% | +60.3% | 0.027% | |
| 8/4/2025 | Assetmark Inc. | 61,496 | $802K | 0.0% | +239.0% | 0.018% | |
| 8/4/2025 | Keybank National Association OH | 233,506 | $3.05M | 0.0% | -12.8% | 0.068% | |
| 8/4/2025 | Arkadios Wealth Advisors | 524,281 | $6.84M | 0.2% | +11.2% | 0.152% | |
| 8/4/2025 | World Investment Advisors | 22,092 | $288K | 0.0% | N/A | 0.006% | |
| 8/4/2025 | Econ Financial Services Corp | 255,157 | $3.33M | 1.7% | +106.1% | 0.074% | |
| 8/1/2025 | Oarsman Capital Inc. | 289,259 | $3.77M | 0.6% | +8.3% | 0.084% | |
| 8/1/2025 | James Investment Research Inc. | 90,919 | $1.19M | 0.1% | -1.5% | 0.026% | |
| 8/1/2025 | Anson Capital Inc. | 81,628 | $1.06M | 0.9% | N/A | 0.024% | |
| 8/1/2025 | New York Life Investment Management LLC | 632,280 | $8.25M | 0.1% | -35.4% | 0.184% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 148,382 | $1.94M | 0.1% | +0.6% | 0.043% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,071,199 | $53.06M | 0.0% | +13.7% | 1.183% | |
| 7/31/2025 | Brighton Jones LLC | 16,382 | $214K | 0.0% | +12.9% | 0.005% | |
| 7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 16,115 | $210K | 0.0% | -15.3% | 0.005% | |
| 7/31/2025 | Briaud Financial Planning Inc | 2,540,275 | $33.13M | 13.1% | +1.2% | 0.740% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 102,426 | $1.34M | 1.0% | -19.4% | 0.030% | |
| 7/30/2025 | Bleakley Financial Group LLC | 43,002 | $561K | 0.0% | N/A | 0.013% | |
| 7/30/2025 | Insight Advisors LLC PA | 41,278 | $538K | 0.1% | -4.9% | 0.012% | |
| 7/30/2025 | Freedom Investment Management Inc. | 116,452 | $1.52M | 0.1% | +1.8% | 0.034% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 14,840 | $194K | 0.0% | +16.3% | 0.004% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 62,676 | $817K | 0.1% | -32.1% | 0.018% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 948,216 | $12.37M | 0.4% | +1.8% | 0.276% | |
| 7/30/2025 | Brookstone Capital Management | 489,753 | $6.39M | 0.1% | +13.9% | 0.143% | |
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| 7/30/2025 | D.A. Davidson & CO. | 14,080 | $184K | 0.0% | -6.6% | 0.004% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 12,946 | $169K | 0.0% | -13.6% | 0.004% | |
| 7/29/2025 | Gladwyn Financial Advisors Inc. | 209,396 | $2.73M | 2.1% | N/A | 0.061% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 81,765 | $1.07M | 0.1% | -12.5% | 0.024% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,618 | $204K | 0.0% | +5.6% | 0.005% | |
| 7/29/2025 | Portland Financial Advisors Inc | 14,690 | $192K | 0.5% | -7.6% | 0.004% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 187,731 | $2.45M | 0.3% | -12.2% | 0.055% | |
| 7/28/2025 | Harbour Investments Inc. | 21,191 | $276K | 0.0% | +9.4% | 0.006% | |
| 7/28/2025 | Kiker Wealth Management LLC | 891,691 | $11.63M | 6.6% | +1,013,185.2% | 0.260% | |
| 7/28/2025 | RFG Advisory LLC | 32,227 | $420K | 0.0% | -65.1% | 0.009% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 220,654 | $2.88M | 0.1% | -9.5% | 0.064% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 50,973 | $674K | 0.0% | -34.0% | 0.015% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 18,087 | $236K | 0.0% | -40.2% | 0.005% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 11,183 | $146K | 0.0% | -16.6% | 0.003% | |
| 7/25/2025 | Integrated Capital Management Inc. | 710,744 | $9.27M | 7.1% | -1.4% | 0.207% | |
| 7/25/2025 | MGO One Seven LLC | 149,673 | $1.95M | 0.1% | +1.8% | 0.044% | |
| 7/25/2025 | McNamara Financial Services Inc. | 109,456 | $1.43M | 0.3% | +8.0% | 0.032% | |
| 7/25/2025 | Prostatis Group LLC | 20,894 | $272K | 0.1% | +82.5% | 0.006% | |
| 7/25/2025 | CWM LLC | 1,389,856 | $18.12M | 0.1% | +2.0% | 0.405% | |
| 7/24/2025 | Wealth Management Resources Inc. | 190,552 | $2.49M | 0.8% | -4.5% | 0.056% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 44,430 | $579K | 0.3% | -14.8% | 0.013% | |
| 7/24/2025 | IFP Advisors Inc | 94,063 | $1.23M | 0.0% | +31.3% | 0.027% | |
| 7/24/2025 | Blair William & Co. IL | 63,431 | $827K | 0.0% | -2.2% | 0.019% | |
| 7/24/2025 | US Bancorp DE | 59,882 | $781K | 0.0% | -18.6% | 0.017% | |
| 7/23/2025 | Vontobel Holding Ltd. | 16,119 | $210K | 0.0% | +7.0% | 0.005% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 45,901 | $599K | 0.0% | -11.8% | 0.013% | |
| 7/23/2025 | Bennett Associates Wealth Management | 158,946 | $2.07M | 1.6% | -18.0% | 0.046% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 10,351 | $135K | 0.0% | -16.9% | 0.003% | |
| 7/22/2025 | Simplicity Wealth LLC | 69,610 | $908K | 0.0% | +279.9% | 0.020% | |
| 7/21/2025 | Quent Capital LLC | 366,660 | $4.78M | 0.5% | -18.5% | 0.107% | |
| 7/21/2025 | Curran Financial Partners LLC | 54,518 | $711K | 0.2% | +22.4% | 0.016% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 221,771 | $2.89M | 0.2% | -41.8% | 0.065% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 45,894 | $598K | 0.1% | +11.5% | 0.013% | |
| 7/21/2025 | Matauro LLC | 34,217 | $446K | 0.1% | -74.8% | 0.010% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 298,000 | $3.89M | 0.0% | +602.7% | 0.087% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 32,000 | $417K | 0.0% | +166.7% | 0.009% | |
| 7/21/2025 | J2 Capital Management Inc | 52,850 | $689K | 0.5% | -58.4% | 0.015% | |
| 7/18/2025 | Northeast Financial Group Inc. | 319,660 | $4.17M | 1.2% | +12.0% | 0.094% | |
| 7/18/2025 | SigFig Wealth Management LLC | 6,610,640 | $86.14M | 2.9% | +0.7% | 1.947% | |
| 7/18/2025 | PFG Investments LLC | 41,708 | $544K | 0.0% | +21.1% | 0.012% | |
| 7/18/2025 | Truist Financial Corp | 14,281 | $186K | 0.0% | -77.9% | 0.004% | |
| 7/17/2025 | Janney Capital Management LLC | 858,513 | $11.20M | 0.7% | -3.9% | 0.253% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 19,627 | $256K | 0.0% | -39.7% | 0.006% | |
| 7/17/2025 | Fifth Third Securities Inc. | 19,060 | $249K | 0.0% | -4.9% | 0.006% | |
| 7/17/2025 | Olympus Wealth Management LLC | 277,415 | $3.62M | 1.2% | +30.6% | 0.082% | |
| 7/16/2025 | Patton Fund Management Inc. | 460,564 | $6.01M | 4.2% | +6.1% | 0.136% | |
| 7/16/2025 | Congress Asset Management Co. | 122,637 | $1.60M | 0.0% | -3.8% | 0.036% | |
| 7/16/2025 | Maridea Wealth Management LLC | 31,110 | $406K | 0.1% | -55.2% | 0.009% | |
| 7/16/2025 | Magnus Financial Group LLC | 369,550 | $4.82M | 0.4% | +1.9% | 0.109% | |
| 7/15/2025 | Alhambra Investment Management LLC | 159,989 | $2.09M | 1.0% | +1.2% | 0.047% | |
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| 7/14/2025 | Farmers Trust Co. | 19,206 | $250K | 0.0% | +42.3% | 0.006% | |
| 7/14/2025 | Narus Financial Partners LLC | 25,153 | $328K | 0.1% | +13.3% | 0.007% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,829,083 | $23.85M | 0.2% | -1.4% | 0.539% | |
| 7/11/2025 | Farther Finance Advisors LLC | 89,792 | $1.17M | 0.0% | -4.1% | 0.026% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 12,037 | $157K | 0.0% | +451.6% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,093,867 | $14.57M | 0.0% | -5.0% | 0.322% | |
| 7/10/2025 | Focus Financial Network Inc. | 35,372 | $461K | 0.0% | +2.2% | 0.010% | |
| 7/9/2025 | Defined Wealth Management LLC | 57,222 | $746K | 0.5% | +4.8% | 0.017% | |
| 7/9/2025 | Navigation Wealth Management Inc. | 10,167 | $133K | 0.2% | N/A | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 13,335 | $174K | 0.0% | -6.0% | 0.004% | |
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