| 8/27/2025 | Orion Porfolio Solutions LLC | 700,609 | $24.77M | 0.2% | +48.8% | 0.569% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 8,203 | $290K | 0.0% | N/A | 0.007% | |
| 8/19/2025 | Advisory Services Network LLC | 18,983 | $660K | 0.0% | -14.4% | 0.015% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 22,739 | $804K | 0.0% | +55,361.0% | 0.018% | |
| 8/15/2025 | Equitable Holdings Inc. | 85,495 | $3.02M | 0.0% | +43.0% | 0.069% | |
| 8/15/2025 | Keel Point LLC | 41,051 | $1.45M | 0.1% | +24.0% | 0.033% | |
| 8/15/2025 | Visionary Wealth Advisors | 6,071 | $215K | 0.0% | N/A | 0.005% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 9,805 | $347K | 0.0% | +57.0% | 0.008% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 24,011 | $849K | 0.0% | -94.9% | 0.020% | |
| 8/15/2025 | MML Investors Services LLC | 141,074 | $4.99M | 0.0% | -11.4% | 0.115% | |
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| 8/15/2025 | Modern Wealth Management LLC | 1,010,295 | $35.71M | 0.9% | N/A | 0.821% | |
| 8/15/2025 | IHT Wealth Management LLC | 11,364 | $402K | 0.0% | -59.5% | 0.009% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 1,436,456 | $50.78M | 1.1% | -0.7% | 1.167% | |
| 8/15/2025 | Byrne Financial Freedom LLC | 93,488 | $3.31M | 1.7% | -9.9% | 0.076% | |
| 8/15/2025 | Bank of America Corp DE | 12,619,465 | $446.10M | 0.0% | +29.5% | 10.253% | |
| 8/15/2025 | Ameriprise Financial Inc. | 996,575 | $35.23M | 0.0% | N/A | 0.810% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 128,745 | $4.55M | 0.3% | +23.1% | 0.105% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,426,701 | $121.13M | 0.0% | +37.2% | 2.784% | |
| 8/14/2025 | Napa Wealth Management | 40,204 | $1.42M | 0.7% | -49.4% | 0.033% | |
| 8/14/2025 | NewEdge Advisors LLC | 28,847 | $1.02M | 0.0% | -51.0% | 0.023% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 368,667 | $13.03M | 0.0% | +236.8% | 0.300% | |
| 8/14/2025 | Cerity Partners LLC | 10,134 | $358K | 0.0% | -17.7% | 0.008% | |
| 8/13/2025 | StoneX Group Inc. | 1,047,419 | $37.03M | 1.8% | +3.4% | 0.851% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 8,021 | $284K | 0.1% | +20.4% | 0.007% | |
| 8/13/2025 | GeoWealth Management LLC | 31,310 | $1.11M | 0.0% | -3.8% | 0.025% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 82,024 | $2.90M | 0.1% | +53.0% | 0.067% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 37,579 | $1.33M | 0.1% | -8.4% | 0.031% | |
| 8/13/2025 | D L Carlson Investment Group Inc. | 60,428 | $2.14M | 0.4% | N/A | 0.049% | |
| 8/13/2025 | Smith Moore & CO. | 38,794 | $1.37M | 0.1% | -18.6% | 0.032% | |
| 8/13/2025 | Sepio Capital LP | 536,518 | $18.97M | 1.3% | +4.1% | 0.436% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 19,268 | $681K | 0.1% | -30.8% | 0.016% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,341,983 | $224.19M | 0.2% | +14.3% | 5.153% | |
| 8/13/2025 | Correct Capital Wealth Management | 1,155,244 | $40.84M | 6.0% | -13.2% | 0.939% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 40,134 | $1.42M | 0.0% | +11.8% | 0.033% | |
| 8/12/2025 | CreativeOne Wealth LLC | 27,427 | $970K | 0.0% | -1.6% | 0.022% | |
| 8/12/2025 | Atlantic Family Wealth LLC | 59,498 | $2.10M | 1.8% | +7.1% | 0.048% | |
| 8/12/2025 | Global Retirement Partners LLC | 75,044 | $2.65M | 0.1% | N/A | 0.061% | |
| 8/12/2025 | Barnes Pettey Financial Advisors LLC | 29,909 | $1.06M | 0.7% | +85.7% | 0.024% | |
| 8/12/2025 | Northeast Planning Associates INC. NH | 94,654 | $3.35M | 3.1% | +17.9% | 0.077% | |
| 8/12/2025 | JPMorgan Chase & Co. | 111,930 | $3.96M | 0.0% | +5,081.9% | 0.091% | |
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| 8/11/2025 | Greykasell Wealth Strategies Inc. | 22,298 | $788K | 0.4% | +40.7% | 0.018% | |
| 8/11/2025 | WBI Investments LLC | 243,062 | $8.59M | 2.2% | -2.2% | 0.197% | |
| 8/11/2025 | Western Wealth Management LLC | 233,397 | $8.25M | 0.5% | +1.0% | 0.190% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 91,344 | $3.23M | 0.0% | +38.8% | 0.074% | |
| 8/8/2025 | Adapt Wealth Advisors LLC | 383,948 | $13.57M | 6.1% | +5.6% | 0.312% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 9,877 | $349K | 0.0% | +31.5% | 0.008% | |
| 8/8/2025 | Cetera Investment Advisers | 253,161 | $8.95M | 0.0% | -2.4% | 0.206% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 202,577 | $7.16M | 0.1% | +10.4% | 0.165% | |
| 8/8/2025 | CFO4Life Group LLC | 350,388 | $12.39M | 1.9% | +8.3% | 0.285% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 11,572 | $409K | 0.0% | N/A | 0.009% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 44,536 | $1.57M | 1.2% | +22.6% | 0.036% | |
| 8/7/2025 | Weil Company Inc. | 219,348 | $7.75M | 2.0% | N/A | 0.178% | |
| 8/7/2025 | Allworth Financial LP | 6,704,169 | $236.99M | 1.1% | +2.0% | 5.447% | |
| 8/7/2025 | Summit Asset Management LLC | 53,810 | $1.90M | 0.3% | +55.5% | 0.044% | |
| 8/6/2025 | AE Wealth Management LLC | 46,768 | $1.65M | 0.0% | +5.0% | 0.038% | |
| 8/6/2025 | Horan Securities Inc. | 11,499 | $407K | 0.1% | N/A | 0.009% | |
| 8/6/2025 | Moors & Cabot Inc. | 10,980 | $388K | 0.0% | +14.6% | 0.009% | |
| 8/5/2025 | Claro Advisors LLC | 14,236 | $503K | 0.1% | -4.4% | 0.012% | |
| 8/5/2025 | Atlas Wealth LLC | 9,315 | $335K | 0.1% | N/A | 0.008% | |
| 8/5/2025 | Optivise Advisory Services LLC | 38,670 | $1.37M | 0.7% | +16.3% | 0.031% | |
| 8/5/2025 | Sigma Planning Corp | 38,137 | $1.35M | 0.0% | +1.0% | 0.031% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 44,212 | $1.56M | 0.2% | +5.8% | 0.036% | |
| 8/4/2025 | Ledyard National Bank | 169,577 | $6.00M | 0.6% | -7.0% | 0.138% | |
| 8/4/2025 | Atria Investments Inc | 296,190 | $10.47M | 0.1% | -16.2% | 0.241% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 17,901 | $633K | 0.0% | N/A | 0.014% | |
| 8/1/2025 | Yukon Wealth Management Inc. | 27,328 | $966K | 0.3% | N/A | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,097,816 | $74.13M | 0.0% | +2.2% | 1.696% | |
| 7/31/2025 | Carrera Capital Advisors | 9,060 | $320K | 0.1% | -34.4% | 0.007% | |
| 7/31/2025 | DDD Partners LLC | 60,879 | $2.15M | 0.2% | +1.8% | 0.049% | |
| 7/31/2025 | Trademark Financial Management LLC | 140,647 | $4.97M | 3.0% | +173.0% | 0.114% | |
| 7/31/2025 | CAP Partners LLC | 61,339 | $2.17M | 1.4% | +7.0% | 0.050% | |
| 7/30/2025 | KPP Advisory Services LLC | 68,091 | $2.41M | 0.4% | +22.2% | 0.055% | |
| 7/29/2025 | Goldstein Advisors LLC | 1,582,738 | $55.95M | 7.5% | +32.0% | 1.274% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 158,623 | $5.61M | 1.1% | +8.4% | 0.128% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,851 | $560K | 0.0% | +34.3% | 0.013% | |
| 7/29/2025 | Financial Guidance Group Inc. | 91,026 | $3.22M | 1.6% | N/A | 0.073% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 89,748 | $3.17M | 0.0% | +28.5% | 0.072% | |
| 7/28/2025 | RFG Advisory LLC | 66,322 | $2.34M | 0.1% | N/A | 0.053% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,854 | $242K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | M.E. Allison & CO. Inc. | 26,835 | $949K | 0.8% | +61.0% | 0.021% | |
| 7/25/2025 | Landmark Wealth Management LLC | 413,589 | $14.62M | 6.2% | +1.8% | 0.331% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 238,384 | $8.43M | 0.2% | -1.2% | 0.191% | |
| 7/24/2025 | Fourpath Capital Management LLC | 8,490 | $300K | 0.0% | -38.2% | 0.007% | |
| 7/24/2025 | Financial Security Advisor Inc. | 6,365 | $225K | 0.1% | N/A | 0.005% | |
| 7/23/2025 | Dohj LLC | 64,373 | $2.07M | 0.6% | +746.2% | 0.052% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 2,219,090 | $78.45M | 7.4% | +5.7% | 1.790% | |
| 7/23/2025 | KPP Advisory Services LLC | 9,167 | $324K | 0.1% | -83.6% | 0.007% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 11,087 | $392K | 0.0% | N/A | 0.009% | |
| 7/22/2025 | Belpointe Asset Management LLC | 9,791 | $346K | 0.0% | +65.3% | 0.008% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 221,503 | $7.83M | 1.2% | N/A | 0.179% | |
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| 7/22/2025 | Merit Financial Group LLC | 2,333,822 | $82.50M | 0.9% | N/A | 1.883% | |
| 7/22/2025 | Kickstand Ventures LLC. | 221,503 | $7.83M | 1.8% | N/A | 0.179% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 43,589 | $1.54M | 0.0% | N/A | 0.035% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,024 | $36K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 170,953 | $6.04M | 0.7% | -22.4% | 0.138% | |
| 7/18/2025 | Astor Investment Management LLC | 479,584 | $16.95M | 9.2% | -5.1% | 0.388% | |
| 7/18/2025 | Truist Financial Corp | 422,790 | $14.95M | 0.0% | +31.9% | 0.342% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 8,900 | $315K | 0.1% | -9.0% | 0.007% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 73,049 | $2.58M | 0.0% | -81.3% | 0.059% | |
| 7/17/2025 | Smith Anglin Financial LLC | 2,720,743 | $96.18M | 8.7% | +6.0% | 2.202% | |
