| 8/1/2025 | Anson Capital Inc. | 96,355 | $9.58M | 7.7% | +9.1% | 0.252% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 297,399 | $29.57M | 1.0% | -39.7% | 0.778% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 478,109 | $47.54M | 0.0% | +19.3% | 1.250% | |
| 7/31/2025 | Darden Wealth Group Inc | 4,909 | $488K | 0.3% | N/A | 0.013% | |
| 7/31/2025 | Ndwm LLC | 140,079 | $13.93M | 10.2% | -16.5% | 0.366% | |
| 7/31/2025 | Waldron Private Wealth LLC | 63,010 | $6.27M | 0.3% | -13.3% | 0.165% | |
| 7/31/2025 | Carrera Capital Advisors | 46,655 | $4.64M | 0.9% | +14.3% | 0.122% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 4,311 | $429K | 0.1% | +6.8% | 0.011% | |
| 7/31/2025 | SoundView Advisors Inc. | 274,348 | $27.28M | 10.1% | +2.4% | 0.717% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 8,314 | $827K | 0.6% | -4.0% | 0.022% | |
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| 7/30/2025 | KPP Advisory Services LLC | 42,148 | $4.19M | 0.7% | +21.5% | 0.110% | |
| 7/30/2025 | Strategic Blueprint LLC | 2,140 | $213K | 0.0% | -15.6% | 0.006% | |
| 7/30/2025 | Freedom Investment Management Inc. | 3,682 | $366K | 0.0% | +56.6% | 0.010% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 42,638 | $4.24M | 0.6% | -1.8% | 0.111% | |
| 7/30/2025 | Patten Group Inc. | 12,788 | $1.27M | 0.3% | +37.6% | 0.033% | |
| 7/30/2025 | Brookstone Capital Management | 51,855 | $5.16M | 0.1% | N/A | 0.136% | |
| 7/30/2025 | Studio Investment Management LLC | 11,973 | $1.19M | 0.2% | -33.9% | 0.031% | |
| 7/30/2025 | WBH Advisory Inc. | 4,063 | $404K | 0.0% | +6.1% | 0.011% | |
| 7/29/2025 | Stephens Inc. AR | 49,550 | $4.93M | 0.1% | -19.1% | 0.130% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 4,502 | $448K | 0.1% | -13.1% | 0.012% | |
| 7/29/2025 | May Barnhard Investments LLC | 4,111 | $409K | 0.2% | +7.0% | 0.011% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 46,544 | $4.63M | 0.1% | +7.9% | 0.122% | |
| 7/29/2025 | Private Trust Co. NA | 3,085 | $307K | 0.0% | -75.9% | 0.008% | |
| 7/29/2025 | Values First Advisors Inc. | 13,765 | $1.37M | 0.7% | -6.8% | 0.036% | |
| 7/28/2025 | WJ Wealth Management LLC | 10,763 | $1.07M | 0.3% | -28.2% | 0.028% | |
| 7/28/2025 | Nvest Financial LLC | 2,119 | $211K | 0.1% | N/A | 0.006% | |
| 7/28/2025 | Ritholtz Wealth Management | 2,070 | $206K | 0.0% | -70.4% | 0.005% | |
| 7/28/2025 | RFG Advisory LLC | 4,395 | $437K | 0.0% | N/A | 0.011% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 41,071 | $4.08M | 0.7% | -1.5% | 0.107% | |
| 7/25/2025 | Northwest Capital Management Inc | 2,325 | $231K | 0.1% | -32.2% | 0.006% | |
| 7/25/2025 | NorthRock Partners LLC | 420 | $42K | 0.0% | -20.8% | 0.001% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 33,732 | $3.35M | 2.9% | +99.7% | 0.088% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 3,845 | $382K | 0.0% | -67.0% | 0.010% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 35,183 | $3.50M | 1.0% | -46.3% | 0.092% | |
| 7/25/2025 | MGO One Seven LLC | 16,277 | $1.62M | 0.1% | -26.0% | 0.043% | |
| 7/25/2025 | MOKAN Wealth Management Inc. | 111,071 | $11.04M | 6.2% | +7.5% | 0.290% | |
| 7/25/2025 | CWM LLC | 1,875,910 | $186.52M | 0.7% | -7.5% | 4.904% | |
| 7/25/2025 | Transcendent Capital Group LLC | 7,955 | $791K | 0.4% | -80.9% | 0.021% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 51,347 | $5.11M | 0.1% | +18.5% | 0.134% | |
| 7/24/2025 | Blue Trust Inc. | 18,827 | $1.87M | 0.0% | -20.0% | 0.049% | |
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| 7/24/2025 | TFR Capital LLC. | 23,369 | $2.32M | 0.8% | -8.1% | 0.061% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 19,281 | $1.92M | 0.2% | -1.6% | 0.050% | |
| 7/24/2025 | Weaver Capital Management LLC | 3,420 | $340K | 0.1% | +47.2% | 0.009% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 9,015 | $896K | 0.1% | -13.4% | 0.024% | |
| 7/23/2025 | RiverTree Advisors LLC | 11,594 | $1.15M | 0.8% | +22.2% | 0.030% | |
| 7/23/2025 | Valmark Advisers Inc. | 79,190 | $7.87M | 0.1% | +8.6% | 0.207% | |
| 7/23/2025 | Opulen Financial Group LLC | 7,194 | $715K | 0.6% | +10.8% | 0.019% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 8,995 | $894K | 0.4% | -7.5% | 0.024% | |
| 7/23/2025 | SteelPeak Wealth LLC | 2,924 | $291K | 0.0% | N/A | 0.008% | |
| 7/22/2025 | Belpointe Asset Management LLC | 11,112 | $1.11M | 0.0% | +6.2% | 0.029% | |
| 7/22/2025 | Simplicity Wealth LLC | 4,483 | $446K | 0.0% | -56.2% | 0.012% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 88,368 | $8.79M | 0.2% | +99.5% | 0.231% | |
| 7/22/2025 | Donor Advised Charitable Giving Inc. | 7,666 | $762K | 0.0% | -51.1% | 0.020% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 32,190 | $3.20M | 0.2% | -36.0% | 0.084% | |
| 7/18/2025 | Marks Wealth LLC | 3,364 | $334K | 0.1% | N/A | 0.009% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 15,595 | $1.55M | 0.1% | -10.0% | 0.041% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 21,786 | $2.17M | 0.9% | -57.3% | 0.057% | |
| 7/18/2025 | Lynx Investment Advisory | 9,935 | $988K | 0.6% | +7.2% | 0.026% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 25,810 | $2.57M | 2.0% | -40.4% | 0.067% | |
| 7/18/2025 | Pacific Point Advisors LLC | 8,496 | $845K | 0.5% | -16.2% | 0.022% | |
| 7/18/2025 | PFG Investments LLC | 4,533 | $451K | 0.0% | -10.8% | 0.012% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 3,823 | $380K | 0.1% | N/A | 0.010% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 14,329 | $1.43M | 0.7% | +297.3% | 0.037% | |
| 7/18/2025 | Truist Financial Corp | 266,033 | $26.45M | 0.0% | +62.0% | 0.696% | |
| 7/17/2025 | Hamilton Capital Partners LLC | 52,178 | $5.19M | 2.5% | N/A | 0.136% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 68,131 | $6.77M | 0.0% | -7.9% | 0.178% | |
| 7/17/2025 | Camelot Portfolios LLC | 2,369 | $236K | 0.1% | -5.2% | 0.006% | |
| 7/17/2025 | CWA Asset Management Group LLC | 209,539 | $20.83M | 0.9% | -7.1% | 0.546% | |
| 7/17/2025 | Avior Wealth Management LLC | 7,072 | $703K | 0.0% | -2.2% | 0.018% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 49,727 | $4.94M | 0.9% | +116.1% | 0.130% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 26,384 | $2.62M | 0.8% | +80.7% | 0.069% | |
| 7/16/2025 | Novem Group | 2,322 | $231K | 0.0% | -24.3% | 0.006% | |
| 7/16/2025 | Embree Financial Group | 6,257 | $622K | 0.1% | -19.7% | 0.016% | |
| 7/16/2025 | Dakota Wealth Management | 23,825 | $2.37M | 0.0% | +75.8% | 0.062% | |
| 7/16/2025 | Pacific Sage Partners LLC | 70,141 | $6.97M | 1.4% | +116.7% | 0.183% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 9,968 | $991K | 0.5% | +5.5% | 0.026% | |
| 7/15/2025 | Carr Financial Group Corp | 25,554 | $2.54M | 0.7% | -3.6% | 0.067% | |
| 7/15/2025 | Sheets Smith Wealth Management | 16,529 | $1.64M | 0.2% | -6.6% | 0.043% | |
| 7/15/2025 | MCF Advisors LLC | 12,858 | $1.28M | 0.1% | -13.2% | 0.034% | |
| 7/15/2025 | Hofer & Associates. Inc | 2,939 | $292K | 0.2% | -11.7% | 0.008% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 5,588 | $556K | 0.2% | -15.6% | 0.015% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 377 | $38K | 0.0% | -99.8% | 0.001% | |
| 7/14/2025 | Caitlin John LLC | 47,906 | $4.76M | 4.3% | +25.1% | 0.125% | |
| 7/14/2025 | Stapp Wealth Management Pllc | 3,180 | $316K | 0.5% | -16.6% | 0.008% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 73,464 | $7.31M | 1.4% | +106.4% | 0.191% | |
| 7/14/2025 | Iams Wealth Management LLC | 30,838 | $3.07M | 1.4% | +1.0% | 0.080% | |
| 7/11/2025 | Farther Finance Advisors LLC | 28,461 | $2.83M | 0.1% | +8.5% | 0.074% | |
| 7/11/2025 | Bell Bank | 530,257 | $52.72M | 2.5% | -14.2% | 1.383% | |
| 7/10/2025 | Western Pacific Wealth Management LP | 400 | $40K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,704 | $2.65M | 0.0% | -13.0% | 0.070% | |
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| 7/9/2025 | Alesco Advisors LLC | 8,686 | $864K | 0.0% | -13.9% | 0.023% | |
| 7/8/2025 | Advance Capital Management Inc. | 4,749 | $472K | 0.0% | -5.8% | 0.012% | |
| 7/8/2025 | GK Wealth Management LLC | 10,435 | $1.04M | 0.9% | -5.3% | 0.027% | |
| 7/8/2025 | Parallel Advisors LLC | 8,763 | $871K | 0.0% | +7.0% | 0.023% | |
| 7/7/2025 | Kings Path Partners LLC | 2,128 | $212K | 0.1% | -69.5% | 0.006% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 352 | $35K | 0.0% | +590.2% | 0.001% | |
| 7/1/2025 | Kera Capital Partners Inc. | 76,339 | $7.59M | 1.5% | N/A | 0.195% | |
| 6/16/2025 | Lynx Investment Advisory | 9,266 | $922K | 0.6% | -7.2% | 0.023% | |
| 6/2/2025 | Modern Wealth Management LLC | 5,071 | $504K | 0.0% | +47.5% | 0.013% | |
| 5/28/2025 | GK Wealth Management LLC | 11,015 | $1.10M | 1.3% | -4.1% | 0.028% | |
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