| 8/8/2025 | Kingsview Wealth Management LLC | 8,599 | $230K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 97,501 | $2.60M | 0.0% | +46.5% | 0.077% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 38,490 | $1.03M | 0.1% | +29.5% | 0.030% | |
| 8/8/2025 | Cetera Investment Advisers | 2,954,080 | $78.84M | 0.1% | +14.7% | 2.322% | |
| 8/8/2025 | New England Capital Financial Advisors LLC | 134,903 | $3.60M | 1.6% | +9.6% | 0.106% | |
| 8/8/2025 | Meridian Wealth Management LLC | 25,661 | $685K | 0.0% | +19.2% | 0.020% | |
| 8/8/2025 | Intrua Financial LLC | 33,023 | $881K | 0.1% | +259.8% | 0.026% | |
| 8/8/2025 | Royal Harbor Partners LLC | 282,735 | $7.55M | 2.8% | -0.6% | 0.222% | |
| 8/8/2025 | Advyzon Investment Management LLC | 113,057 | $3.02M | 0.7% | N/A | 0.089% | |
| 8/7/2025 | Nwam LLC | 18,147 | $484K | 0.0% | +2.5% | 0.014% | |
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| 8/7/2025 | Allworth Financial LP | 22,852 | $610K | 0.0% | -9.8% | 0.018% | |
| 8/6/2025 | Prospera Financial Services Inc | 129,485 | $3.46M | 0.1% | +6.5% | 0.102% | |
| 8/6/2025 | Wedbush Securities Inc. | 55,249 | $1.48M | 0.1% | +7.2% | 0.043% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,948,750 | $52.01M | 0.8% | +111.4% | 1.532% | |
| 8/6/2025 | Souders Financial Advisors | 42,940 | $1.15M | 0.1% | -2.1% | 0.034% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 2,291,900 | $61.17M | 0.1% | +10.5% | 1.802% | |
| 8/6/2025 | Robinson Smith Wealth Advisors LLC | 235,332 | $6.28M | 5.0% | +7.0% | 0.185% | |
| 8/6/2025 | First Horizon Advisors Inc. | 3,709 | $99K | 0.0% | -16.3% | 0.003% | |
| 8/5/2025 | Hunter Associates Investment Management LLC | 316,966 | $8.46M | 1.3% | N/A | 0.249% | |
| 8/5/2025 | Sigma Planning Corp | 18,963 | $506K | 0.0% | +29.9% | 0.015% | |
| 8/5/2025 | Aurdan Capital Management LLC | 14,724 | $393K | 0.1% | N/A | 0.012% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 52,847 | $1.41M | 0.2% | N/A | 0.042% | |
| 8/4/2025 | Continental Investors Services Inc. | 33,078 | $883K | 1.6% | +2.1% | 0.026% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 91,740 | $2.45M | 0.2% | +3,722.5% | 0.072% | |
| 8/4/2025 | Atria Investments Inc | 27,811 | $742K | 0.0% | -81.6% | 0.022% | |
| 8/4/2025 | Assetmark Inc. | 898,643 | $23.99M | 0.1% | +8.0% | 0.706% | |
| 8/4/2025 | Arkadios Wealth Advisors | 8,158 | $218K | 0.0% | N/A | 0.006% | |
| 8/4/2025 | World Investment Advisors | 155,689 | $4.16M | 0.1% | +4.8% | 0.122% | |
| 8/4/2025 | Northwest Financial Advisors | 34,222 | $913K | 1.3% | +152.5% | 0.027% | |
| 8/4/2025 | WNY Asset Management LLC | 251,311 | $6.71M | 0.7% | +18.8% | 0.198% | |
| 8/1/2025 | GWN Securities Inc. | 43,734 | $1.17M | 0.2% | +332.4% | 0.034% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 151,672 | $4.05M | 0.1% | +31.0% | 0.119% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,424,405 | $224.85M | 0.1% | +13.7% | 6.623% | |
| 7/31/2025 | VestGen Investment Management | 27,231 | $727K | 0.5% | +38.9% | 0.021% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 7,925 | $212K | 0.1% | +30.5% | 0.006% | |
| 7/30/2025 | EnRich Financial Partners LLC | 371,837 | $9.92M | 3.0% | N/A | 0.292% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,207 | $219K | 0.0% | N/A | 0.006% | |
| 7/30/2025 | D.A. Davidson & CO. | 9,031 | $241K | 0.0% | N/A | 0.007% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 55,926 | $1.49M | 0.0% | +65.0% | 0.044% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 20,000 | $534K | 0.0% | N/A | 0.016% | |
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| 7/30/2025 | Financial Perspectives Inc | 5,008 | $134K | 0.0% | +301.6% | 0.004% | |
| 7/29/2025 | Stephens Inc. AR | 50,125 | $1.34M | 0.0% | -9.0% | 0.039% | |
| 7/29/2025 | Madison Wealth Partners Inc | 38,776 | $1.04M | 0.2% | +30.0% | 0.030% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 213,256 | $5.69M | 0.4% | +12.1% | 0.168% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 10,379 | $277K | 0.0% | N/A | 0.008% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 75,108 | $2.01M | 0.8% | +100.8% | 0.059% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 107,120 | $2.86M | 1.9% | -1.3% | 0.084% | |
| 7/28/2025 | Mutual Advisors LLC | 138,278 | $3.69M | 0.1% | +1.1% | 0.109% | |
| 7/28/2025 | Harbour Investments Inc. | 27,886 | $744K | 0.0% | -35.6% | 0.022% | |
| 7/28/2025 | Frazier Financial Advisors LLC | 17,039 | $455K | 0.3% | -3.8% | 0.013% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 192,286 | $5.14M | 0.1% | -25.2% | 0.151% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 310,387 | $8.28M | 0.0% | -19.3% | 0.244% | |
| 7/25/2025 | Landmark Wealth Management LLC | 98,745 | $2.64M | 1.1% | -13.3% | 0.078% | |
| 7/25/2025 | CWM LLC | 61,874 | $1.65M | 0.0% | +0.7% | 0.049% | |
| 7/25/2025 | Transcendent Capital Group LLC | 19,080 | $509K | 0.3% | N/A | 0.015% | |
| 7/24/2025 | NavPoint Financial Inc. | 91,818 | $2.45M | 1.5% | +9.8% | 0.072% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 332,639 | $8.88M | 0.9% | N/A | 0.262% | |
| 7/24/2025 | IFP Advisors Inc | 15,448 | $412K | 0.0% | +36.3% | 0.012% | |
| 7/24/2025 | MSH Capital Advisors LLC | 9,327 | $249K | 0.1% | N/A | 0.007% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 48,249 | $1.29M | 0.7% | N/A | 0.038% | |
| 7/23/2025 | Valmark Advisers Inc. | 50,217 | $1.34M | 0.0% | +9.5% | 0.039% | |
| 7/23/2025 | Venturi Wealth Management LLC | 756,569 | $20.19M | 1.0% | -7.5% | 0.595% | |
| 7/23/2025 | Seamount Financial Group Inc. | 12,699 | $339K | 0.2% | +4.8% | 0.010% | |
| 7/22/2025 | Belpointe Asset Management LLC | 44,802 | $1.20M | 0.0% | +9.3% | 0.035% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 709,009 | $18.92M | 1.0% | +0.8% | 0.557% | |
| 7/22/2025 | DAVENPORT & Co LLC | 12,873 | $344K | 0.0% | +3.1% | 0.010% | |
| 7/22/2025 | Simplicity Wealth LLC | 133,136 | $3.55M | 0.1% | +78.8% | 0.105% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 216,377 | $5.78M | 0.1% | +8.0% | 0.170% | |
| 7/22/2025 | Berger Financial Group Inc | 24,655 | $658K | 0.0% | N/A | 0.019% | |
| 7/22/2025 | Gutierrez Wealth Advisory LLC | 243,694 | $6.50M | 4.4% | -27.6% | 0.192% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 70,784 | $1.89M | 0.4% | -13.3% | 0.056% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 10,878 | $290K | 0.0% | -4.8% | 0.009% | |
| 7/21/2025 | Capital Planning LLC | 220,722 | $5.89M | 1.9% | -3.5% | 0.174% | |
| 7/18/2025 | Vicus Capital | 27,568 | $736K | 0.1% | N/A | 0.022% | |
| 7/18/2025 | Truist Financial Corp | 388,310 | $10.36M | 0.0% | +17.1% | 0.306% | |
| 7/17/2025 | Leverty Financial Group LLC | 21,635 | $577K | 0.2% | -86.7% | 0.017% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 38,288 | $1.02M | 1.0% | -20.2% | 0.030% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 561,401 | $14.98M | 0.0% | +12.0% | 0.442% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 97,981 | $2.62M | 0.7% | +9.6% | 0.077% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 48,284 | $1.29M | 0.3% | -2.6% | 0.038% | |
| 7/16/2025 | Novem Group | 77,339 | $2.06M | 0.3% | -4.6% | 0.061% | |
| 7/15/2025 | Avaii Wealth Management LLC | 7,863 | $210K | 0.1% | N/A | 0.006% | |
| 7/15/2025 | Signet Financial Management LLC | 24,338 | $650K | 0.1% | -74.7% | 0.019% | |
| 7/15/2025 | Hartmann Taylor Wealth Management LLC | 185,540 | $4.95M | 4.1% | -11.6% | 0.146% | |
| 7/15/2025 | Charter Capital Management LLC DE | 8,888 | $237K | 0.1% | N/A | 0.007% | |
| 7/14/2025 | AdvisorNet Financial Inc | 89,092 | $2.38M | 0.2% | +4.1% | 0.070% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 66,596 | $1.78M | 0.3% | +7.3% | 0.052% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 173,679 | $4.64M | 0.1% | +30.3% | 0.137% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 82,758 | $2.21M | 1.3% | +10.6% | 0.065% | |
| 7/14/2025 | Park Avenue Securities LLC | 99,881 | $2.67M | 0.0% | +16.2% | 0.079% | |
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| 7/11/2025 | Petredis Investment Advisors LLC | 83,300 | $2.22M | 0.2% | N/A | 0.066% | |
| 7/11/2025 | Skyline Advisors Inc. | 120,565 | $3.22M | 1.2% | -16.2% | 0.095% | |
| 7/11/2025 | Trinity Wealth Management LLC | 128,097 | $3.42M | 1.4% | N/A | 0.101% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,962 | $52K | 0.0% | +49.1% | 0.002% | |
| 7/11/2025 | AA Financial Advisors LLC | 61,175 | $1.63M | 0.4% | +2.5% | 0.048% | |
| 7/11/2025 | LongView Wealth Management | 43,262 | $1.16M | 0.3% | +3.2% | 0.034% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 198,359 | $5.30M | 0.0% | -2.2% | 0.157% | |
| 7/10/2025 | SK Wealth Management LLC | 24,780 | $663K | 0.3% | -2.9% | 0.020% | |
| 7/10/2025 | American Financial Advisors LLC | 47,876 | $1.28M | 0.2% | +121.1% | 0.038% | |
| 7/10/2025 | Sovran Advisors LLC | 44,990 | $1.20M | 0.1% | +31.1% | 0.036% | |
