| 8/1/2025 | Winebrenner Capital Management LLC | 20,359 | $1.28M | 1.0% | -1.8% | 0.008% | |
| 8/1/2025 | PCA Investment Advisory Services Inc. | 47,143 | $2.96M | 1.2% | -2.7% | 0.019% | |
| 8/1/2025 | GGM Financials LLC | 29,575 | $1.86M | 0.4% | N/A | 0.012% | |
| 8/1/2025 | Advisory Alpha LLC | 36,565 | $2.29M | 0.1% | -2.5% | 0.015% | |
| 8/1/2025 | Rossby Financial LCC | 1,640 | $103K | 0.0% | +103.5% | 0.001% | |
| 8/1/2025 | Wealth Watch Advisors INC | 10,284 | $645K | 0.4% | +13.4% | 0.004% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 25,083 | $1.57M | 0.0% | N/A | 0.010% | |
| 8/1/2025 | Brookwood Investment Group LLC | 5,463 | $343K | 0.1% | -6.8% | 0.002% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 26,755 | $1.68M | 0.1% | -3.1% | 0.011% | |
| 8/1/2025 | Delta Investment Management LLC | 6,564 | $412K | 0.1% | -42.8% | 0.003% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 4,328,699 | $271.58M | 0.1% | +26.5% | 1.776% | |
| 7/31/2025 | Perissos Private Wealth Management LLC | 31,529 | $1.98M | 1.6% | -2.8% | 0.013% | |
| 7/31/2025 | Topsail Wealth Management LLC | 21,777 | $1.37M | 0.2% | +28.1% | 0.009% | |
| 7/31/2025 | Whipplewood Advisors LLC | 4,107 | $258K | 0.1% | -87.0% | 0.002% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 48,938 | $3.07M | 2.7% | -19.2% | 0.020% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 12,276 | $770K | 0.0% | +10.2% | 0.005% | |
| 7/31/2025 | Hobart Private Capital LLC | 452,699 | $28.40M | 6.4% | -2.5% | 0.186% | |
| 7/31/2025 | Moment Partners LLC | 17,613 | $1.11M | 0.2% | -2.8% | 0.007% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 18,923 | $1.19M | 0.1% | -7.7% | 0.008% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 10,102 | $634K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Freedom Investment Management Inc. | 3,888 | $244K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 86,065 | $5.40M | 2.2% | -1.0% | 0.035% | |
| 7/30/2025 | TFB Advisors LLC | 19,923 | $1.25M | 0.3% | +2.1% | 0.008% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 12,421 | $779K | 0.1% | -9.5% | 0.005% | |
| 7/30/2025 | Family Capital Management Inc. | 19,971 | $1.25M | 0.7% | -1.2% | 0.008% | |
| 7/30/2025 | Brookstone Capital Management | 90,823 | $5.70M | 0.1% | +95.4% | 0.037% | |
| 7/30/2025 | D.A. Davidson & CO. | 853,924 | $53.58M | 0.4% | +3.3% | 0.351% | |
| 7/30/2025 | IMG Wealth Management Inc. | 62,340 | $3.91M | 3.0% | +10.1% | 0.026% | |
| 7/30/2025 | Klingman & Associates LLC | 3,849 | $241K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 127,471 | $8.00M | 0.3% | +2,449.4% | 0.052% | |
| 7/30/2025 | Crewe Advisors LLC | 3,019 | $189K | 0.0% | +303.6% | 0.001% | |
| 7/29/2025 | ODonnell Financial Services LLC | 186,910 | $11.73M | 4.5% | +2.9% | 0.077% | |
| 7/29/2025 | Stephens Inc. AR | 98,169 | $6.16M | 0.1% | +3.6% | 0.040% | |
| 7/29/2025 | Altus Wealth Group LLC | 21,606 | $1.36M | 0.6% | +1.6% | 0.009% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 417,481 | $26.19M | 9.0% | +30.9% | 0.171% | |
| 7/29/2025 | Goldstein Advisors LLC | 5,174 | $325K | 0.0% | -5.8% | 0.002% | |
| 7/29/2025 | International Assets Investment Management LLC | 117,819 | $7.39M | 0.4% | +1.0% | 0.048% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 22,631 | $1.42M | 0.0% | +1.2% | 0.009% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 92,722 | $5.82M | 3.9% | -2.3% | 0.038% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 545,512 | $34.23M | 2.6% | +2.3% | 0.224% | |
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| 7/29/2025 | Spreng Capital Management Inc. | 12,866 | $807K | 0.3% | -6.4% | 0.005% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 108,475 | $6.81M | 1.3% | +17.6% | 0.045% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 481,513 | $30.21M | 0.4% | +1.1% | 0.198% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 179,146 | $11.24M | 0.6% | -1.8% | 0.074% | |
| 7/29/2025 | Private Trust Co. NA | 36,758 | $2.31M | 0.2% | +38.9% | 0.015% | |
| 7/28/2025 | WealthPLAN Partners LLC | 6,696 | $420K | 0.1% | +42.7% | 0.003% | |
| 7/28/2025 | Nestegg Advisors Inc. | 101,806 | $6.39M | 6.2% | +4.3% | 0.042% | |
| 7/28/2025 | Uptick Partners LLC | 24,116 | $1.51M | 0.4% | +5.0% | 0.010% | |
| 7/28/2025 | Dash Acquisitions Inc. | 3,199 | $206K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 62,720 | $4.03M | 0.1% | +13.0% | 0.026% | |
| 7/28/2025 | SFG Wealth Management LLC. | 14,377 | $902K | 0.5% | +6.9% | 0.006% | |
| 7/28/2025 | Triton Wealth Management PLLC | 59,039 | $3.78M | 1.6% | N/A | 0.024% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 527 | $33K | 0.0% | +201.1% | 0.000% | |
| 7/28/2025 | Harbour Investments Inc. | 589,845 | $37.01M | 0.9% | +2.8% | 0.242% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 13,868 | $870K | 0.0% | -18.2% | 0.006% | |
| 7/28/2025 | Kiker Wealth Management LLC | 709 | $44K | 0.0% | -75.6% | 0.000% | |
| 7/28/2025 | RFG Advisory LLC | 62,457 | $3.92M | 0.1% | -30.2% | 0.026% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 71,379 | $4.48M | 0.1% | -9.0% | 0.029% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 432,090 | $27.17M | 0.6% | -24.5% | 0.178% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 246,952 | $15.49M | 0.1% | -3.4% | 0.102% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 102,900 | $6.46M | 1.8% | +6.0% | 0.042% | |
| 7/25/2025 | Lion Street Advisors LLC | 30,167 | $1.89M | 0.6% | +11.0% | 0.012% | |
| 7/25/2025 | MGO One Seven LLC | 44,638 | $2.80M | 0.1% | +5.0% | 0.018% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,708 | $108K | 0.0% | +32.8% | 0.001% | |
| 7/25/2025 | Genesee Capital Advisors LLC | 79,215 | $4.97M | 2.2% | +3.0% | 0.033% | |
| 7/25/2025 | CWM LLC | 1,017,109 | $63.81M | 0.2% | +23.7% | 0.418% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 126,505 | $7.94M | 1.6% | +2.7% | 0.052% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 274,842 | $17.24M | 0.3% | +27.0% | 0.113% | |
| 7/25/2025 | Apollon Financial LLC | 25,338 | $1.59M | 0.3% | N/A | 0.010% | |
| 7/25/2025 | Apollon Wealth Management LLC | 16,450 | $1.03M | 0.0% | +16.8% | 0.007% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 3,966 | $249K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 20,991 | $1.32M | 1.0% | -9.3% | 0.009% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 9,832 | $617K | 0.1% | -10.2% | 0.004% | |
| 7/24/2025 | IFP Advisors Inc | 143,530 | $9.01M | 0.3% | +112.6% | 0.059% | |
| 7/24/2025 | Blair William & Co. IL | 367,543 | $23.06M | 0.1% | +4.8% | 0.151% | |
| 7/24/2025 | US Bancorp DE | 346,323 | $21.73M | 0.0% | +4.7% | 0.143% | |
| 7/24/2025 | Insight Inv LLC | 75,954 | $4.77M | 3.2% | +1.5% | 0.031% | |
| 7/23/2025 | Horizon Advisory Services Inc. | 567,208 | $35.59M | 19.1% | +0.6% | 0.234% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 19,882 | $1.25M | 1.0% | -9.2% | 0.008% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 12,054 | $756K | 0.1% | -11.2% | 0.005% | |
| 7/23/2025 | Bar Harbor Wealth Management | 6,145 | $386K | 0.0% | +16.9% | 0.003% | |
| 7/23/2025 | Virtus Wealth Solutions LLC | 29,575 | $1.86M | 0.4% | +1.8% | 0.012% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 6,049 | $383K | 0.1% | +5.1% | 0.002% | |
| 7/23/2025 | Valmark Advisers Inc. | 318,347 | $19.97M | 0.3% | +5.9% | 0.131% | |
| 7/23/2025 | NBT Bank N A NY | 12,389 | $777K | 0.1% | -4.0% | 0.005% | |
| 7/23/2025 | BankPlus Trust Department | 4,183 | $262K | 0.1% | +10.3% | 0.002% | |
| 7/23/2025 | Bellevue Asset Management LLC | 158,273 | $9.93M | 4.8% | -0.2% | 0.065% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 57,506 | $3.61M | 0.3% | -19.9% | 0.024% | |
| 7/23/2025 | Laraway Financial Advisors Inc | 6,090 | $382K | 0.3% | +9.0% | 0.003% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 3,655 | $229K | 0.2% | -27.7% | 0.002% | |
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| 7/23/2025 | Tcfg Wealth Management LLC | 41,965 | $2.63M | 1.2% | -1.0% | 0.017% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 14,190 | $890K | 0.4% | +1.7% | 0.006% | |
| 7/23/2025 | SteelPeak Wealth LLC | 33,933 | $2.13M | 0.1% | -9.9% | 0.014% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 7,321 | $459K | 0.0% | -25.4% | 0.003% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 14,076 | $883K | 0.3% | -1.5% | 0.006% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 12,485 | $783K | 0.0% | +4.4% | 0.005% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 17,473 | $1.10M | 0.0% | N/A | 0.007% | |
| 7/22/2025 | DAVENPORT & Co LLC | 122,493 | $7.69M | 0.0% | +4.5% | 0.050% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 11,756 | $738K | 0.0% | +12.9% | 0.005% | |
| 7/22/2025 | Global Assets Advisory LLC | 65,222 | $4.13M | 1.6% | -69.2% | 0.027% | |
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