| 10/24/2025 | Madden Advisory Services Inc. | 2,563 | $775K | 0.3% | -1.4% | 0.011% | |
| 10/24/2025 | ORG Partners LLC | 205 | $62K | 0.0% | +19.9% | 0.001% | |
| 10/23/2025 | Nova R Wealth Inc. | 16,277 | $4.92M | 2.1% | -2.7% | 0.071% | |
| 10/23/2025 | Spectrum Asset Management Inc. NB CA | 2,094 | $633K | 0.2% | -3.2% | 0.009% | |
| 10/23/2025 | Foster & Motley Inc. | 7,869 | $2.38M | 0.1% | -8.8% | 0.034% | |
| 10/23/2025 | HB Wealth Management LLC | 1,126 | $341K | 0.0% | -5.5% | 0.005% | |
| 10/23/2025 | Park Avenue Securities LLC | 2,275 | $688K | 0.0% | +5.6% | 0.010% | |
| 10/22/2025 | Cerity Partners LLC | 165,873 | $50.15M | 0.1% | -10.8% | 0.726% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 879 | $266K | 0.0% | +19.6% | 0.004% | |
| 10/22/2025 | Highland Financial Advisors LLC | 664 | $201K | 0.1% | N/A | 0.003% | |
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| 10/22/2025 | Commonwealth Equity Services LLC | 29,525 | $8.93M | 0.0% | +2.1% | 0.129% | |
| 10/22/2025 | Endeavor Private Wealth Inc. | 4,160 | $1.26M | 0.4% | N/A | 0.018% | |
| 10/22/2025 | Verus Wealth Management LLC | 5,280 | $1.60M | 1.5% | -9.4% | 0.023% | |
| 10/22/2025 | Abacus Planning Group Inc. | 807 | $244K | 0.0% | -82.2% | 0.004% | |
| 10/21/2025 | Fifth Third Wealth Advisors LLC | 7,650 | $2.31M | 0.1% | -1.1% | 0.033% | |
| 10/21/2025 | Arbor Investment Advisors LLC | 56,141 | $16.97M | 2.2% | -16.5% | 0.246% | |
| 10/21/2025 | CMH Wealth Management LLC | 14,725 | $4.45M | 0.9% | -1.4% | 0.064% | |
| 10/20/2025 | Miracle Mile Advisors LLC | 2,758 | $834K | 0.0% | N/A | 0.012% | |
| 10/17/2025 | Austin Private Wealth LLC | 135,271 | $40.90M | 3.1% | -2.6% | 0.592% | |
| 10/17/2025 | Lpwm LLC | 15,671 | $4.74M | 1.3% | +0.7% | 0.069% | |
| 10/17/2025 | 1900 Wealth Management LLC | 68,843 | $20.82M | 1.4% | +0.5% | 0.301% | |
| 10/17/2025 | Indiana Trust & Investment Management Co | 4,456 | $1.35M | 0.4% | -2.5% | 0.020% | |
| 10/17/2025 | Sovereign Financial Group Inc. | 1,719 | $520K | 0.1% | N/A | 0.008% | |
| 10/17/2025 | Apella Capital LLC | 254,583 | $76.33M | 1.7% | +21.6% | 1.115% | |
| 10/16/2025 | Halbert Hargrove Global Advisors LLC | 35,733 | $10.80M | 0.5% | -3.2% | 0.156% | |
| 10/16/2025 | Litman Gregory Wealth Management LLC | 67,002 | $20.26M | 1.5% | -1.0% | 0.293% | |
| 10/16/2025 | Blue Trust Inc. | 3,014 | $911K | 0.0% | +8.5% | 0.013% | |
| 10/14/2025 | OLD National Bancorp IN | 103,202 | $31.20M | 0.5% | +17.1% | 0.452% | |
| 10/14/2025 | Farther Finance Advisors LLC | 1,665 | $503K | 0.0% | +940.6% | 0.007% | |
| 10/14/2025 | Precedent Wealth Partners LLC | 10,348 | $3.13M | 0.7% | +64.8% | 0.045% | |
| 10/14/2025 | Cherrydale Wealth Management LLC | 61,526 | $18.60M | 5.8% | +6.2% | 0.269% | |
| 10/14/2025 | PFW Advisors LLC | 4,456 | $1.35M | 0.4% | -3.0% | 0.020% | |
| 10/14/2025 | Goelzer Investment Management Inc. | 1,827 | $552K | 0.0% | -3.4% | 0.008% | |
| 10/9/2025 | AdvisorNet Financial Inc | 9,108 | $2.75M | 0.2% | +3.3% | 0.040% | |
| 10/8/2025 | Flower City Capital | 229,263 | $69.32M | 37.3% | +4.7% | 1.004% | |
| 10/8/2025 | RDA Financial Network | 1,361 | $411K | 0.1% | N/A | 0.006% | |
| 10/8/2025 | Sherrill & Hutchins Financial Advisory Inc | 162,469 | $49.12M | 35.6% | -1.5% | 0.711% | |
| 10/7/2025 | Thrive Wealth Management LLC | 31,986 | $9.67M | 1.5% | +0.8% | 0.140% | |
| 10/6/2025 | Heartwood Wealth Advisors LLC | 140,408 | $42.45M | 4.0% | -0.1% | 0.617% | |
| 10/3/2025 | Aaron Wealth Advisors LLC | 27,931 | $8.45M | 0.5% | -0.6% | 0.124% | |
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| 9/26/2025 | Corient Private Wealth LLC | 6,798 | $1.91M | 0.0% | +6.3% | 0.030% | |
| 9/4/2025 | Osaic Holdings Inc. | 11,625 | $3.28M | 0.0% | -52.8% | 0.051% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 9,377 | $2.63M | 0.0% | +583.5% | 0.041% | |
| 8/25/2025 | Hilltop Partners LLC | 246,576 | $69.25M | 20.9% | +34.9% | 1.091% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 1,534 | $431K | 0.0% | N/A | 0.007% | |
| 8/19/2025 | Advisory Services Network LLC | 2,302 | $662K | 0.0% | -6.8% | 0.010% | |
| 8/18/2025 | Hershey Financial Advisers LLC | 4,279 | $1.20M | 1.1% | N/A | 0.019% | |
| 8/15/2025 | Corient Private Wealth LLC | 13,596 | $3.82M | 0.0% | +112.5% | 0.060% | |
| 8/15/2025 | Captrust Financial Advisors | 11,323 | $3.18M | 0.0% | +9.0% | 0.050% | |
| 8/15/2025 | Cooksen Wealth LLC | 278 | $78K | 0.1% | N/A | 0.001% | |
| 8/15/2025 | MML Investors Services LLC | 92,004 | $25.84M | 0.1% | +17.9% | 0.407% | |
| 8/15/2025 | Monograph Wealth Advisors LLC | 1,855 | $521K | 0.1% | N/A | 0.008% | |
| 8/15/2025 | Modern Wealth Management LLC | 97,062 | $27.26M | 0.7% | +0.7% | 0.429% | |
| 8/15/2025 | IHT Wealth Management LLC | 877 | $246K | 0.0% | N/A | 0.004% | |
| 8/15/2025 | Curi Capital LLC | 8,820 | $2.48M | 0.0% | +97.6% | 0.039% | |
| 8/15/2025 | Bank of America Corp DE | 414,066 | $116.29M | 0.0% | -27.7% | 1.831% | |
| 8/15/2025 | AQR Capital Management LLC | 35,325 | $9.92M | 0.0% | +159.5% | 0.156% | |
| 8/15/2025 | Ameriprise Financial Inc. | 786,779 | $220.97M | 0.1% | +2.0% | 3.480% | |
| 8/14/2025 | Jane Street Group LLC | 9,574 | $2.69M | 0.0% | N/A | 0.042% | |
| 8/14/2025 | Raymond James Financial Inc. | 289,764 | $81.38M | 0.0% | +7.8% | 1.282% | |
| 8/14/2025 | Betterment LLC | 2,464 | $692K | 0.0% | N/A | 0.011% | |
| 8/14/2025 | Quantum Capital Management LLC NJ | 9,354 | $2.63M | 0.3% | N/A | 0.041% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 6,011 | $1.69M | 0.1% | N/A | 0.027% | |
| 8/14/2025 | Becker Capital Management Inc. | 3,480 | $977K | 0.0% | +1.2% | 0.015% | |
| 8/14/2025 | NewEdge Advisors LLC | 8,983 | $2.52M | 0.0% | +4.6% | 0.040% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 392 | $110K | 0.0% | +24.1% | 0.002% | |
| 8/14/2025 | Cerity Partners LLC | 186,028 | $52.25M | 0.1% | -11.0% | 0.823% | |
| 8/13/2025 | M Holdings Securities Inc. | 17,627 | $4.95M | 0.8% | +1.1% | 0.078% | |
| 8/13/2025 | Royal Fund Management LLC | 5,832 | $1.64M | 0.2% | -4.0% | 0.026% | |
| 8/13/2025 | Baird Financial Group Inc. | 111,335 | $31.27M | 0.1% | -13.7% | 0.492% | |
| 8/13/2025 | CW Advisors LLC | 919 | $258K | 0.0% | N/A | 0.004% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 2,708 | $791K | 0.3% | -1.8% | 0.012% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 114,232 | $32.08M | 0.3% | -1.5% | 0.505% | |
| 8/13/2025 | M&T Bank Corp | 34,268 | $9.63M | 0.0% | +7.0% | 0.152% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 47,003 | $13.20M | 0.0% | +5.1% | 0.208% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 1,544 | $434K | 0.3% | N/A | 0.007% | |
| 8/13/2025 | Choreo LLC | 59,646 | $16.75M | 0.2% | +18.7% | 0.264% | |
| 8/12/2025 | FourThought Financial Partners LLC | 33,134 | $9.31M | 0.9% | +12.4% | 0.147% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 2,953 | $829K | 0.0% | -1.2% | 0.013% | |
| 8/12/2025 | Global Retirement Partners LLC | 2,342 | $658K | 0.0% | N/A | 0.010% | |
| 8/12/2025 | Private Management Group Inc. | 844 | $237K | 0.0% | N/A | 0.004% | |
| 8/12/2025 | Cozad Asset Management Inc. | 36,523 | $10.26M | 0.9% | +1.0% | 0.162% | |
| 8/12/2025 | AlphaCore Capital LLC | 254 | $71K | 0.0% | +122.8% | 0.001% | |
| 8/12/2025 | Franklin Resources Inc. | 350 | $98K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | MAI Capital Management | 151,668 | $42.60M | 0.3% | +7.8% | 0.671% | |
| 8/12/2025 | JPMorgan Chase & Co. | 44,213 | $12.42M | 0.0% | +4.3% | 0.196% | |
| 8/12/2025 | Real Talk Capital LLC | 784 | $220K | 0.3% | N/A | 0.003% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 741 | $208K | 0.1% | N/A | 0.003% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 628 | $176K | 0.0% | -61.2% | 0.003% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 27,426 | $7.70M | 0.0% | -20.0% | 0.121% | |
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| 8/8/2025 | Cetera Investment Advisers | 65,437 | $18.38M | 0.0% | +20.2% | 0.289% | |
| 8/8/2025 | Creative Planning | 26,101 | $7.33M | 0.0% | -0.2% | 0.115% | |
| 8/8/2025 | WealthShield Partners LLC | 2,369 | $665K | 0.1% | +6.7% | 0.010% | |
| 8/8/2025 | Capstone Financial Advisors Inc. | 23,279 | $6.54M | 0.4% | +14.7% | 0.103% | |
| 8/8/2025 | Francis Financial Inc. | 16,051 | $4.51M | 1.0% | N/A | 0.071% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 182 | $51K | 0.0% | +30.0% | 0.001% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 8,154 | $2.29M | 1.0% | -6.1% | 0.036% | |
| 8/7/2025 | Allworth Financial LP | 22,553 | $6.33M | 0.0% | +1.3% | 0.100% | |
| 8/7/2025 | Midwest Trust Co | 2,760 | $775K | 0.0% | N/A | 0.012% | |
| 8/7/2025 | Brio Consultants LLC | 7,708 | $2.17M | 0.3% | N/A | 0.034% | |