| 8/4/2025 | Bridgewealth Advisory Group LLC | 25,464 | $1.01M | 0.3% | +12.4% | 0.005% | |
| 8/4/2025 | Integrity Alliance LLC. | 126,439 | $4.99M | 0.3% | +61.4% | 0.026% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 630,009 | $24.88M | 1.8% | +57.1% | 0.131% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 983,194 | $38.83M | 5.4% | +2.0% | 0.204% | |
| 8/4/2025 | Kovack Advisors Inc. | 28,981 | $1.14M | 0.1% | +20.5% | 0.006% | |
| 8/4/2025 | IFG Advisory LLC | 66,130 | $2.61M | 0.1% | +69.0% | 0.014% | |
| 8/4/2025 | Atria Investments Inc | 50,789 | $2.01M | 0.0% | -19.2% | 0.011% | |
| 8/4/2025 | Assetmark Inc. | 797,777 | $31.50M | 0.1% | +0.2% | 0.165% | |
| 8/4/2025 | Spire Wealth Management | 81,487 | $3.22M | 0.1% | -5.9% | 0.017% | |
| 8/4/2025 | World Investment Advisors | 251,185 | $9.92M | 0.2% | +64.6% | 0.052% | |
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| 8/4/2025 | Flagship Harbor Advisors LLC | 85,041 | $3.36M | 0.2% | +118.5% | 0.018% | |
| 8/4/2025 | Northwest Financial Advisors | 39,950 | $1.58M | 2.2% | +1.2% | 0.008% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 26,028 | $1.03M | 0.1% | +41.0% | 0.005% | |
| 8/4/2025 | WNY Asset Management LLC | 1,950,863 | $77.04M | 8.5% | -8.7% | 0.404% | |
| 8/1/2025 | GWN Securities Inc. | 29,096 | $1.15M | 0.2% | -50.8% | 0.006% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 69,566 | $2.75M | 0.1% | N/A | 0.014% | |
| 8/1/2025 | Delta Investment Management LLC | 381,298 | $15.06M | 2.9% | N/A | 0.079% | |
| 8/1/2025 | Signature Wealth Management Group | 12,632 | $499K | 0.2% | +3.3% | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,720,692 | $660.30M | 0.2% | +9.9% | 3.464% | |
| 7/31/2025 | VestGen Investment Management | 17,565 | $694K | 0.5% | +8.6% | 0.004% | |
| 7/31/2025 | Whipplewood Advisors LLC | 10,625 | $420K | 0.2% | +21.4% | 0.002% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 13,330 | $526K | 0.3% | +66.6% | 0.003% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 747 | $29K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 45,822 | $1.81M | 0.2% | +6.8% | 0.009% | |
| 7/31/2025 | Carnegie Investment Counsel | 5,772 | $228K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Avion Wealth | 3,333 | $131K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 21,885 | $864K | 0.7% | +47.7% | 0.005% | |
| 7/30/2025 | KPP Advisory Services LLC | 273,091 | $10.78M | 1.8% | +2.2% | 0.057% | |
| 7/30/2025 | Bleakley Financial Group LLC | 103,417 | $4.08M | 0.1% | +3.6% | 0.021% | |
| 7/30/2025 | Strategic Blueprint LLC | 550,697 | $21.75M | 1.1% | -5.2% | 0.114% | |
| 7/30/2025 | Freedom Investment Management Inc. | 16,545 | $653K | 0.1% | +58.4% | 0.003% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 153,756 | $6.07M | 2.5% | +34.9% | 0.032% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 12,293 | $485K | 0.0% | -14.1% | 0.003% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 351,837 | $13.90M | 1.8% | +179.6% | 0.073% | |
| 7/30/2025 | Brookstone Capital Management | 60,551 | $2.39M | 0.0% | -30.7% | 0.013% | |
| 7/30/2025 | FNY Investment Advisers LLC | 900 | $35K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 3,296,914 | $130.20M | 0.9% | +1.7% | 0.683% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 74,138 | $2.93M | 0.0% | +85.5% | 0.015% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 218,694 | $8.64M | 5.0% | +7.5% | 0.045% | |
| 7/30/2025 | IMG Wealth Management Inc. | 222,549 | $8.79M | 6.8% | +8.0% | 0.046% | |
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| 7/30/2025 | Divergent Planning LLC | 58,217 | $2.30M | 0.4% | N/A | 0.012% | |
| 7/30/2025 | Bogart Wealth LLC | 2,387,880 | $94.30M | 4.0% | +2.6% | 0.495% | |
| 7/30/2025 | Financial Perspectives Inc | 16,102 | $636K | 0.2% | +104.4% | 0.003% | |
| 7/29/2025 | Stephens Inc. AR | 21,719 | $858K | 0.0% | +56.7% | 0.004% | |
| 7/29/2025 | Balboa Wealth Partners | 8,041 | $318K | 0.1% | N/A | 0.002% | |
| 7/29/2025 | Burford Brothers Inc. | 33,054 | $1.31M | 0.6% | +48.8% | 0.007% | |
| 7/29/2025 | International Assets Investment Management LLC | 28,321 | $1.12M | 0.1% | +12.6% | 0.006% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 218,252 | $8.62M | 0.2% | +3.6% | 0.045% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 181,062 | $7.15M | 0.5% | +12.6% | 0.038% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 97,038 | $3.83M | 0.1% | +47.3% | 0.020% | |
| 7/29/2025 | Private Trust Co. NA | 30,935 | $1.22M | 0.1% | +54.4% | 0.006% | |
| 7/29/2025 | Latitude Advisors LLC | 60,025 | $2.37M | 1.2% | +4.6% | 0.012% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 266,355 | $10.52M | 7.3% | +2.4% | 0.055% | |
| 7/29/2025 | Creekside Partners | 7,794 | $308K | 0.1% | +24.6% | 0.002% | |
| 7/28/2025 | WJ Wealth Management LLC | 475,869 | $18.79M | 6.0% | -0.5% | 0.099% | |
| 7/28/2025 | Cushing Capital Partners LLC | 11,045 | $438K | 0.4% | -5.6% | 0.002% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 34,886 | $1.38M | 0.9% | +2,109.4% | 0.007% | |
| 7/28/2025 | Mutual Advisors LLC | 194,888 | $8.04M | 0.2% | +10.1% | 0.040% | |
| 7/28/2025 | Triton Wealth Management PLLC | 7,393 | $303K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | Harbour Investments Inc. | 559,204 | $22.08M | 0.6% | +13.1% | 0.116% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 95,347 | $3.77M | 0.0% | +7.4% | 0.020% | |
| 7/28/2025 | RFG Advisory LLC | 171,932 | $6.79M | 0.2% | -18.7% | 0.036% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 614,337 | $24.26M | 0.6% | -2.2% | 0.127% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 9,076 | $358K | 0.1% | +23.4% | 0.002% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 877,929 | $34.93M | 0.8% | -17.0% | 0.182% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 287,498 | $11.35M | 0.0% | -50.3% | 0.060% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 63,797 | $2.52M | 0.7% | +140.7% | 0.013% | |
| 7/25/2025 | M.E. Allison & CO. Inc. | 125,618 | $4.96M | 4.0% | +9.5% | 0.026% | |
| 7/25/2025 | MGO One Seven LLC | 128,269 | $5.07M | 0.2% | -8.8% | 0.027% | |
| 7/25/2025 | Bill Few Associates Inc. | 123,862 | $4.89M | 1.4% | +21.2% | 0.026% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 15,829 | $625K | 0.3% | +6,083.2% | 0.003% | |
| 7/25/2025 | McNamara Financial Services Inc. | 6,494 | $256K | 0.1% | -50.5% | 0.001% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 114,223 | $4.51M | 2.1% | N/A | 0.024% | |
| 7/25/2025 | CWM LLC | 1,690,263 | $66.75M | 0.2% | +49.5% | 0.350% | |
| 7/25/2025 | Transcendent Capital Group LLC | 71,442 | $2.82M | 1.5% | +3.5% | 0.015% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 77,814 | $3.07M | 0.4% | -4.1% | 0.016% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 636,005 | $25.12M | 0.5% | +18.1% | 0.132% | |
| 7/25/2025 | Investment Advisory Group LLC | 8,869 | $350K | 0.1% | +18.5% | 0.002% | |
| 7/25/2025 | Apollon Wealth Management LLC | 206,484 | $8.15M | 0.2% | +1,993.9% | 0.043% | |
| 7/25/2025 | Ball & Co Wealth Management Inc. | 196,343 | $7.75M | 8.3% | -9.1% | 0.041% | |
| 7/24/2025 | FinDec Wealth Services Inc. | 17,533 | $692K | 0.7% | -59.0% | 0.004% | |
| 7/24/2025 | Blue Trust Inc. | 1,522 | $60K | 0.0% | +26.8% | 0.000% | |
| 7/24/2025 | Fourpath Capital Management LLC | 365,335 | $14.43M | 2.3% | +22.1% | 0.076% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 82,984 | $3.29M | 1.6% | +21.8% | 0.017% | |
| 7/24/2025 | Ridgeline Wealth Planning LLC | 256,792 | $10.14M | 8.3% | +6.9% | 0.053% | |
| 7/24/2025 | NavPoint Financial Inc. | 11,620 | $459K | 0.3% | +54.3% | 0.002% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 52,573 | $2.08M | 0.2% | +2.3% | 0.011% | |
| 7/24/2025 | IFP Advisors Inc | 415,270 | $16.40M | 0.5% | +9.8% | 0.086% | |
| 7/24/2025 | Blair William & Co. IL | 482,130 | $19.04M | 0.1% | +2.3% | 0.100% | |
| 7/24/2025 | MSH Capital Advisors LLC | 20,534 | $811K | 0.2% | -27.1% | 0.004% | |
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| 7/24/2025 | US Bancorp DE | 111,193 | $4.39M | 0.0% | +5.9% | 0.023% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 176,540 | $6.97M | 3.8% | N/A | 0.036% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 103,312 | $4.08M | 0.4% | +2.8% | 0.021% | |
| 7/23/2025 | Valmark Advisers Inc. | 877,731 | $34.66M | 0.5% | +5.6% | 0.181% | |
| 7/23/2025 | WESPAC Advisors LLC | 38,287 | $1.51M | 1.1% | +2.5% | 0.008% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 32,690 | $1.29M | 0.5% | +10.3% | 0.007% | |
| 7/23/2025 | Seamount Financial Group Inc. | 195,566 | $7.72M | 4.0% | +10.7% | 0.040% | |
| 7/23/2025 | SteelPeak Wealth LLC | 44,836 | $1.78M | 0.1% | -2.2% | 0.009% | |
| 7/23/2025 | Elm3 Financial Group LLC | 33,456 | $1.32M | 1.1% | +45.5% | 0.007% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 86,255 | $3.41M | 0.0% | +34.6% | 0.018% | |
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