| 8/12/2025 | JPMorgan Chase & Co. | 493,030 | $26.59M | 0.0% | -21.1% | 2.172% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 17,511 | $944K | 0.1% | -2.6% | 0.077% | |
| 8/11/2025 | Sofi Wealth LLC | 34,009 | $1.83M | 0.1% | +64.5% | 0.150% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 3,167 | $171K | 0.0% | N/A | 0.014% | |
| 8/8/2025 | Tortoise Investment Management LLC | 7,262 | $392K | 0.0% | -8.6% | 0.032% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 35,077 | $1.89M | 0.0% | -9.6% | 0.155% | |
| 8/8/2025 | Cetera Investment Advisers | 239,475 | $12.92M | 0.0% | -23.3% | 1.055% | |
| 8/8/2025 | Creative Planning | 16,039 | $865K | 0.0% | +19.5% | 0.071% | |
| 8/8/2025 | Wrapmanager Inc. | 4,920 | $265K | 0.1% | -43.1% | 0.022% | |
| 8/8/2025 | Accredited Investors Inc. | 78,611 | $4.24M | 0.3% | -4.9% | 0.346% | |
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| 8/8/2025 | PNC Financial Services Group Inc. | 1,014 | $55K | 0.0% | -34.8% | 0.004% | |
| 8/8/2025 | Wealth Alliance LLC | 18,862 | $1.02M | 0.1% | -25.4% | 0.083% | |
| 8/8/2025 | eCIO Inc. | 13,053 | $704K | 0.3% | N/A | 0.058% | |
| 8/7/2025 | Allworth Financial LP | 283,077 | $15.27M | 0.1% | -0.3% | 1.247% | |
| 8/7/2025 | Keystone Financial Services | 13,654 | $736K | 0.3% | -32.8% | 0.060% | |
| 8/6/2025 | RWA Wealth Partners LLC | 108,942 | $5.88M | 0.1% | -6.4% | 0.480% | |
| 8/6/2025 | AGF Management Ltd. | 6,700 | $361K | 0.0% | -6.9% | 0.030% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 83,825 | $4.52M | 2.6% | +30,161.7% | 0.369% | |
| 8/6/2025 | One Wealth Capital Management LLC | 14,040 | $757K | 0.4% | -34.2% | 0.062% | |
| 8/6/2025 | AE Wealth Management LLC | 3,176 | $171K | 0.0% | -26.6% | 0.014% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 4,904 | $264K | 0.1% | -13.3% | 0.022% | |
| 8/6/2025 | Golden State Wealth Management LLC | 469 | $25K | 0.0% | -92.1% | 0.002% | |
| 8/6/2025 | First Horizon Advisors Inc. | 11,582 | $625K | 0.0% | +4.0% | 0.051% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,599 | $194K | 0.0% | -16.8% | 0.016% | |
| 8/4/2025 | Atria Investments Inc | 9,707 | $523K | 0.0% | -12.1% | 0.043% | |
| 8/4/2025 | Spinnaker Trust | 280,739 | $15.14M | 0.9% | +3.1% | 1.237% | |
| 8/4/2025 | Assetmark Inc. | 101,926 | $5.50M | 0.0% | -17.8% | 0.449% | |
| 8/4/2025 | World Investment Advisors | 16,790 | $906K | 0.0% | -26.3% | 0.074% | |
| 8/1/2025 | Austin Private Wealth LLC | 24,905 | $1.34M | 0.1% | -20.1% | 0.110% | |
| 8/1/2025 | Equita Financial Network Inc. | 45,693 | $2.46M | 1.0% | -14.2% | 0.201% | |
| 8/1/2025 | Rossby Financial LCC | 1,898 | $102K | 0.0% | -20.6% | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,730,985 | $201.21M | 0.1% | -27.9% | 16.436% | |
| 7/31/2025 | Opes Wealth Management LLC | 44,795 | $2.42M | 0.4% | +2.9% | 0.197% | |
| 7/30/2025 | Strategic Blueprint LLC | 9,137 | $493K | 0.0% | -27.7% | 0.040% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 3,943 | $213K | 0.0% | N/A | 0.017% | |
| 7/30/2025 | Black Diamond Financial LLC | 4,049 | $218K | 0.0% | N/A | 0.018% | |
| 7/30/2025 | WBH Advisory Inc. | 7,112 | $384K | 0.0% | -23.1% | 0.031% | |
| 7/29/2025 | Financial Advisors LLC | 59,514 | $3.21M | 0.6% | +56.8% | 0.262% | |
| 7/29/2025 | Madison Wealth Partners Inc | 3,745 | $202K | 0.0% | N/A | 0.016% | |
| 7/29/2025 | International Assets Investment Management LLC | 9,416 | $508K | 0.0% | N/A | 0.041% | |
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| 7/29/2025 | Stratos Wealth Partners LTD. | 36,786 | $1.98M | 0.0% | -3.4% | 0.162% | |
| 7/29/2025 | Two West Capital Advisors LLC | 3,870 | $216K | 0.1% | N/A | 0.017% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 56,386 | $3.04M | 0.5% | -22.5% | 0.248% | |
| 7/29/2025 | Aire Advisors LLC | 4,041 | $218K | 0.0% | N/A | 0.018% | |
| 7/28/2025 | Harbour Investments Inc. | 6,387 | $344K | 0.0% | -9.0% | 0.028% | |
| 7/28/2025 | Cypress Wealth Services LLC | 5,520 | $298K | 0.1% | N/A | 0.024% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 19,237 | $1.04M | 0.0% | -16.3% | 0.085% | |
| 7/28/2025 | RFG Advisory LLC | 21,263 | $1.15M | 0.0% | -28.3% | 0.094% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 5,645 | $304K | 0.0% | +11.0% | 0.025% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 20,708 | $1.12M | 0.0% | -84.1% | 0.091% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 770,227 | $41.54M | 0.2% | -35.2% | 3.401% | |
| 7/25/2025 | MGO One Seven LLC | 24,880 | $1.34M | 0.0% | -18.2% | 0.110% | |
| 7/25/2025 | CWM LLC | 21,251 | $1.15M | 0.0% | -3.1% | 0.094% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 5,329 | $287K | 0.1% | -28.0% | 0.024% | |
| 7/24/2025 | Financial Connections Group Inc. | 222,581 | $12.00M | 5.0% | +0.9% | 0.983% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 3,082 | $166K | 0.0% | -33.6% | 0.014% | |
| 7/24/2025 | JB Capital LLC | 4,976 | $268K | 0.0% | -25.8% | 0.022% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 5,864 | $316K | 0.1% | +19.6% | 0.026% | |
| 7/23/2025 | Values Added Financial LLC | 14,729 | $794K | 0.4% | +36.7% | 0.065% | |
| 7/23/2025 | Optas LLC | 85,247 | $4.60M | 0.9% | +1.1% | 0.376% | |
| 7/23/2025 | Dohj LLC | 21,231 | $1.15M | 0.3% | -42.9% | 0.094% | |
| 7/23/2025 | Valmark Advisers Inc. | 8,131 | $439K | 0.0% | +6.7% | 0.036% | |
| 7/22/2025 | Clarius Group LLC | 22,650 | $1.22M | 0.1% | +3.4% | 0.100% | |
| 7/21/2025 | Ascent Group LLC | 8,526 | $460K | 0.0% | -28.7% | 0.038% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,030 | $56K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 6,461 | $348K | 0.0% | -23.6% | 0.029% | |
| 7/18/2025 | Trilogy Capital Inc. | 6,766 | $365K | 0.0% | -13.7% | 0.030% | |
| 7/18/2025 | SigFig Wealth Management LLC | 673,120 | $36.06M | 1.2% | +0.6% | 2.972% | |
| 7/17/2025 | One Wealth Advisors LLC | 95,796 | $5.17M | 0.7% | -20.3% | 0.423% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 30,794 | $1.66M | 0.1% | N/A | 0.136% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 91,692 | $4.95M | 0.0% | -2.8% | 0.405% | |
| 7/17/2025 | Wagner Wealth Management LLC | 1,906 | $103K | 0.0% | N/A | 0.008% | |
| 7/17/2025 | KWB Wealth | 8,120 | $438K | 0.1% | +54.1% | 0.036% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 7,227 | $390K | 0.1% | -17.3% | 0.032% | |
| 7/16/2025 | GenWealth Group Inc. | 63,214 | $3.41M | 0.7% | +1.8% | 0.279% | |
| 7/16/2025 | Perigon Wealth Management LLC | 29,412 | $1.59M | 0.0% | -32.8% | 0.130% | |
| 7/16/2025 | Magnus Financial Group LLC | 27,756 | $1.50M | 0.1% | -0.7% | 0.123% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 7,253 | $391K | 0.3% | -32.6% | 0.032% | |
| 7/15/2025 | Regatta Capital Group LLC | 112,976 | $6.09M | 1.0% | +8.4% | 0.499% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 5,816 | $314K | 0.0% | -24.9% | 0.026% | |
| 7/14/2025 | Park Avenue Securities LLC | 392,790 | $21.18M | 0.2% | -21.7% | 1.734% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 9,251 | $499K | 0.1% | -2.1% | 0.041% | |
| 7/11/2025 | Skyline Advisors Inc. | 35,324 | $1.91M | 0.7% | +2.0% | 0.156% | |
| 7/11/2025 | Farther Finance Advisors LLC | 23,171 | $1.25M | 0.0% | -3.5% | 0.102% | |
| 7/11/2025 | My Legacy Advisors LLC | 5,028 | $275K | 0.1% | -38.7% | 0.022% | |
| 7/11/2025 | Diversified Trust Co | 22,284 | $1.20M | 0.0% | -8.2% | 0.098% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,718 | $93K | 0.0% | N/A | 0.008% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 29,190 | $1.59M | 0.0% | +117.8% | 0.129% | |
| 7/10/2025 | Sharkey Howes & Javer | 48,801 | $2.63M | 0.4% | -28.5% | 0.215% | |
| 7/10/2025 | Focus Financial Network Inc. | 3,799 | $205K | 0.0% | -28.6% | 0.017% | |
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| 7/10/2025 | Sovran Advisors LLC | 5,014 | $272K | 0.0% | -16.7% | 0.022% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 3,988 | $215K | 0.0% | -12.5% | 0.018% | |
| 7/9/2025 | Lifelong Wealth Advisors Inc. | 8,805 | $475K | 0.2% | -27.7% | 0.039% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 5,282 | $285K | 0.2% | -17.5% | 0.023% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 5,645 | $303K | 0.0% | +11.0% | 0.025% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 3,832 | $206K | 0.0% | N/A | 0.017% | |
| 7/7/2025 | Centurion Wealth Management LLC | 5,390 | $291K | 0.1% | -11.5% | 0.024% | |
| 7/2/2025 | Central Pacific Bank Trust Division | 13,920 | $751K | 0.1% | +53.9% | 0.062% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 76,019 | $3.55M | 0.0% | -4.7% | 0.285% | |
| 6/2/2025 | Modern Wealth Management LLC | 14,342 | $669K | 0.0% | N/A | 0.054% | |
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