| 8/8/2025 | Cetera Investment Advisers | 14,338 | $685K | 0.0% | +130.8% | 0.014% | |
| 8/8/2025 | Creative Planning | 36,334 | $1.74M | 0.0% | +18.2% | 0.035% | |
| 8/8/2025 | Meridian Wealth Management LLC | 9,211 | $440K | 0.0% | +65.0% | 0.009% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 34,528 | $1.65M | 0.0% | +51.8% | 0.033% | |
| 8/8/2025 | Beacon Harbor Wealth Advisors Inc. | 238,189 | $11.37M | 2.8% | N/A | 0.231% | |
| 8/8/2025 | SageOak Financial LLC | 4,277 | $204K | 0.2% | N/A | 0.004% | |
| 8/8/2025 | EagleClaw Capital Managment LLC | 215,640 | $10.30M | 1.5% | +2.9% | 0.209% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 10,205 | $487K | 0.0% | +14.3% | 0.010% | |
| 8/7/2025 | Fagan Associates Inc. | 14,434 | $689K | 0.1% | +8.8% | 0.014% | |
| 8/7/2025 | Weil Company Inc. | 39,877 | $1.90M | 0.5% | +11.2% | 0.039% | |
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| 8/7/2025 | CENTRAL TRUST Co | 815 | $39K | 0.0% | -23.3% | 0.001% | |
| 8/7/2025 | Montag A & Associates Inc. | 10,037 | $479K | 0.0% | +28.6% | 0.010% | |
| 8/7/2025 | Midwest Trust Co | 15,244 | $728K | 0.0% | N/A | 0.015% | |
| 8/6/2025 | AE Wealth Management LLC | 4,599 | $220K | 0.0% | N/A | 0.004% | |
| 8/6/2025 | North Capital Inc. | 7,878 | $376K | 0.3% | N/A | 0.008% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 9,179 | $438K | 0.0% | N/A | 0.009% | |
| 8/6/2025 | HORAN Wealth LLC | 5,400 | $258K | 0.1% | N/A | 0.005% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,998 | $95K | 0.0% | N/A | 0.002% | |
| 8/6/2025 | Ovata Capital Management Ltd | 567,872 | $27.11M | 5.9% | N/A | 0.550% | |
| 8/6/2025 | Convergence Financial LLC | 10,291 | $491K | 0.1% | -6.3% | 0.010% | |
| 8/6/2025 | Moors & Cabot Inc. | 141,279 | $6.75M | 0.3% | +2.0% | 0.137% | |
| 8/5/2025 | FWG Holdings LLC | 5,135 | $261K | 0.1% | N/A | 0.005% | |
| 8/5/2025 | Claro Advisors LLC | 49,562 | $2.37M | 0.4% | +10.4% | 0.048% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 10,411 | $497K | 0.0% | N/A | 0.010% | |
| 8/5/2025 | Bank of Montreal Can | 4,431 | $212K | 0.0% | N/A | 0.004% | |
| 8/5/2025 | Ciovacco Capital Management LLC | 7,748 | $370K | 0.2% | N/A | 0.008% | |
| 8/5/2025 | Hills Bank & Trust Co | 3,016 | $144K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | Spire Wealth Management | 27,891 | $1.33M | 0.0% | +28.3% | 0.027% | |
| 8/4/2025 | Bristlecone Advisors LLC | 18,872 | $901K | 0.1% | N/A | 0.018% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 8,177 | $390K | 0.0% | +42.5% | 0.008% | |
| 8/1/2025 | Milestone Asset Management Group LLC | 4,528 | $216K | 0.2% | N/A | 0.004% | |
| 8/1/2025 | Bessemer Group Inc. | 839 | $40K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 167,227 | $7.99M | 1.4% | +113.9% | 0.162% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 40,134 | $1.92M | 0.0% | +27.2% | 0.039% | |
| 7/31/2025 | Wealthfront Advisers LLC | 67,885 | $3.24M | 0.0% | -3.7% | 0.066% | |
| 7/31/2025 | Interchange Capital Partners LLC | 15,700 | $750K | 0.2% | +26.2% | 0.015% | |
| 7/31/2025 | Fielder Capital Group LLC | 54,398 | $2.60M | 0.7% | +8.9% | 0.053% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 4,395 | $210K | 0.1% | +42.9% | 0.004% | |
| 7/31/2025 | Carnegie Investment Counsel | 13,420 | $641K | 0.0% | -33.8% | 0.013% | |
| 7/30/2025 | Bleakley Financial Group LLC | 25,951 | $1.24M | 0.0% | +10.1% | 0.025% | |
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| 7/30/2025 | Sloy Dahl & Holst LLC | 655,939 | $31.32M | 4.4% | +2.6% | 0.635% | |
| 7/30/2025 | Legacy Wealth Asset Management LLC | 17,771 | $849K | 0.2% | -2.3% | 0.017% | |
| 7/30/2025 | Whittier Trust Co. | 2,653 | $127K | 0.0% | +508.5% | 0.003% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 5,256 | $251K | 0.1% | -4.1% | 0.005% | |
| 7/30/2025 | Drive Wealth Management LLC | 23,973 | $1.15M | 0.3% | +3.8% | 0.023% | |
| 7/29/2025 | LMG Wealth Partners LLC | 10,539 | $503K | 0.1% | N/A | 0.010% | |
| 7/29/2025 | Balboa Wealth Partners | 43,644 | $2.08M | 0.4% | +1.9% | 0.042% | |
| 7/29/2025 | Burford Brothers Inc. | 5,089 | $243K | 0.1% | N/A | 0.005% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 23,486 | $1.12M | 0.5% | +9.2% | 0.023% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 4,544 | $217K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 76,203 | $3.64M | 1.5% | -4.1% | 0.074% | |
| 7/29/2025 | Angeles Wealth Management LLC | 4,196 | $200K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 47,816 | $2.28M | 0.5% | -2.6% | 0.046% | |
| 7/28/2025 | Interchange Capital Partners LLC | 1,881 | $90K | 0.1% | -84.9% | 0.002% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 31,337 | $1.50M | 1.0% | +40.2% | 0.030% | |
| 7/28/2025 | Aries Wealth Management | 34,668 | $1.66M | 0.4% | +8.9% | 0.034% | |
| 7/28/2025 | RFG Advisory LLC | 4,242 | $203K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 45,289 | $2.16M | 0.1% | +113.6% | 0.044% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 15,885 | $759K | 0.1% | +5.6% | 0.015% | |
| 7/25/2025 | Concord Wealth Partners | 3,740 | $179K | 0.0% | +18.0% | 0.004% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 10,265 | $490K | 0.0% | -8.9% | 0.010% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 14,906 | $712K | 0.1% | +1.5% | 0.014% | |
| 7/24/2025 | SLT Holdings LLC | 33,334 | $1.59M | 1.2% | +54.5% | 0.032% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 4,699 | $224K | 0.2% | N/A | 0.005% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 13,472 | $643K | 0.0% | +7.2% | 0.013% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 19,176 | $916K | 0.1% | +158.5% | 0.019% | |
| 7/24/2025 | Financial Security Advisor Inc. | 52,488 | $2.51M | 0.6% | +76.3% | 0.051% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 9,418 | $450K | 0.0% | N/A | 0.009% | |
| 7/24/2025 | Leo Wealth LLC | 4,961 | $237K | 0.0% | N/A | 0.007% | |
| 7/24/2025 | US Bancorp DE | 24,043 | $1.15M | 0.0% | +11.4% | 0.035% | |
| 7/23/2025 | Guild Investment Management Inc. | 14,292 | $682K | 0.6% | +6.4% | 0.021% | |
| 7/23/2025 | Gainplan LLC | 21,103 | $1.01M | 0.5% | -39.2% | 0.031% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 28,809 | $1.38M | 0.1% | +3.1% | 0.042% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 62,843 | $3.00M | 0.2% | +2.5% | 0.092% | |
| 7/23/2025 | Meitav Investment House Ltd. | 46,328 | $2.21M | 0.0% | +66.2% | 0.068% | |
| 7/22/2025 | Merit Financial Group LLC | 73,639 | $3.52M | 0.0% | +42.2% | 0.108% | |
| 7/22/2025 | Berger Financial Group Inc | 23,482 | $1.12M | 0.1% | +78.9% | 0.035% | |
| 7/22/2025 | Diligent Investors LLC | 12,269 | $586K | 0.1% | -5.4% | 0.018% | |
| 7/21/2025 | Curran Financial Partners LLC | 5,089 | $243K | 0.1% | N/A | 0.007% | |
| 7/21/2025 | Matauro LLC | 4,359 | $208K | 0.0% | N/A | 0.006% | |
| 7/18/2025 | Deltec Asset Management LLC | 4,720 | $225K | 0.0% | N/A | 0.005% | |
| 7/17/2025 | HCR Wealth Advisors | 6,837 | $326K | 0.0% | N/A | 0.007% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 18,598 | $888K | 0.4% | +97.3% | 0.018% | |
| 7/16/2025 | ORG Partners LLC | 571 | $27K | 0.0% | +1,402.6% | 0.001% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 116,717 | $5.57M | 0.4% | -3.7% | 0.114% | |
| 7/16/2025 | Perigon Wealth Management LLC | 4,211 | $201K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | McAdam LLC | 4,482 | $214K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | Financial Management Professionals Inc. | 2,920 | $139K | 0.0% | -37.8% | 0.003% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 36,241 | $1.73M | 0.3% | +39.4% | 0.035% | |
| 7/14/2025 | CRA Financial Services LLC | 4,813 | $230K | 0.0% | N/A | 0.005% | |
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| 7/14/2025 | Sowell Financial Services LLC | 15,811 | $755K | 0.0% | +32.7% | 0.015% | |
| 7/11/2025 | Farther Finance Advisors LLC | 22,923 | $1.10M | 0.0% | +87.5% | 0.023% | |
| 7/11/2025 | Marshall & Sullivan Inc. WA | 808 | $39K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Western Pacific Wealth Management LP | 1,400 | $67K | 0.1% | +250.0% | 0.001% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 100,141 | $4.78M | 0.6% | +0.5% | 0.100% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 62,511 | $3.03M | 0.0% | -10.7% | 0.063% | |
| 7/10/2025 | Secure Asset Management LLC | 8,395 | $401K | 0.1% | N/A | 0.008% | |
| 7/9/2025 | Archer Investment Management LLC | 29,126 | $1.39M | 1.0% | +110.3% | 0.029% | |
| 7/9/2025 | Procyon Advisors LLC | 4,858 | $232K | 0.0% | N/A | 0.005% | |
| 7/9/2025 | HFG Wealth Management LLC | 175,264 | $8.37M | 4.9% | -2.3% | 0.175% | |
