| 7/11/2025 | Wealth Management Partners LLC | 3,822 | $1.70M | 0.6% | +37.6% | 0.004% | |
| 7/11/2025 | Coastwise Capital Group LLC | 4,373 | $1.93M | 1.5% | +8.8% | 0.005% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 2,448 | $1.08M | 0.2% | +80.3% | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 24,281 | $10.70M | 0.2% | +158.1% | 0.027% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 1,162 | $512K | 0.0% | +9.9% | 0.001% | |
| 7/11/2025 | Windsor Capital Management LLC | 4,647 | $2.05M | 0.6% | -2.3% | 0.005% | |
| 7/11/2025 | Marshall & Sullivan Inc. WA | 153 | $67K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 2,809 | $1.24M | 0.1% | +7.6% | 0.003% | |
| 7/11/2025 | Kapstone Financial Advisors LLC | 653 | $288K | 0.1% | N/A | 0.001% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 191,418 | $84.35M | 0.0% | N/A | 0.216% | |
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| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 66 | $28K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 1,501 | $661K | 0.1% | -7.9% | 0.002% | |
| 7/10/2025 | Global Financial Private Client LLC | 1,566 | $690K | 0.3% | -6.4% | 0.002% | |
| 7/10/2025 | Marshall Financial Group LLC | 797 | $354K | 0.1% | +3.9% | 0.001% | |
| 7/10/2025 | Vista Investment Partners LLC | 983 | $433K | 0.1% | +2.9% | 0.001% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 63 | $28K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 116,596 | $52.25M | 0.1% | +8.5% | 0.132% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 10,989 | $4.84M | 1.7% | +6.7% | 0.012% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 1,809 | $797K | 0.2% | +43.8% | 0.002% | |
| 7/10/2025 | Secure Asset Management LLC | 4,436 | $1.96M | 0.4% | -6.6% | 0.005% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 3,688 | $1.63M | 0.0% | +25.7% | 0.004% | |
| 7/10/2025 | Focus Financial Network Inc. | 4,797 | $2.11M | 0.1% | +5.6% | 0.005% | |
| 7/10/2025 | Sovran Advisors LLC | 1,397 | $618K | 0.1% | +107.0% | 0.002% | |
| 7/10/2025 | Financial Management Network Inc. | 517 | $232K | 0.0% | N/A | 0.001% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 9,176 | $4.04M | 0.1% | +73.2% | 0.010% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 4,651 | $2.05M | 0.2% | -11.5% | 0.005% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 24,252 | $10.69M | 5.6% | +1.1% | 0.027% | |
| 7/9/2025 | Westbourne Investments Inc. | 3,902 | $1.72M | 0.9% | -2.2% | 0.004% | |
| 7/9/2025 | Berkshire Bank | 2,236 | $985K | 0.2% | N/A | 0.003% | |
| 7/9/2025 | Fiduciary Alliance LLC | 5,795 | $2.55M | 0.2% | -0.7% | 0.007% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 1,758 | $775K | 0.3% | -96.7% | 0.002% | |
| 7/9/2025 | Bay Rivers Group | 12,196 | $5.37M | 2.5% | +1.3% | 0.014% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 10,278 | $4.53M | 3.9% | +6,752.0% | 0.012% | |
| 7/9/2025 | Sandy Cove Advisors LLC | 1,112 | $490K | 0.2% | N/A | 0.001% | |
| 7/8/2025 | Melone Private Wealth LLC | 28,358 | $12.42M | 6.4% | +2.5% | 0.032% | |
| 7/8/2025 | Chemistry Wealth Management LLC | 745 | $328K | 0.1% | -3.1% | 0.001% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 7,448 | $3.28M | 0.3% | -1.8% | 0.008% | |
| 7/8/2025 | RMR Wealth Builders | 4,828 | $2.13M | 0.2% | -2.8% | 0.005% | |
| 7/8/2025 | Apella Capital LLC | 2,805 | $1.25M | 0.0% | +185.6% | 0.003% | |
| 7/8/2025 | Gallacher Capital Management LLC | 3,264 | $1.44M | 0.7% | -26.5% | 0.004% | |
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| 7/8/2025 | Parallel Advisors LLC | 995 | $438K | 0.0% | -4.9% | 0.001% | |
| 7/8/2025 | Madison Park Capital Advisors LLC | 5,301 | $2.34M | 2.0% | +0.7% | 0.006% | |
| 7/7/2025 | Accelerate Investment Advisors LLC | 726 | $320K | 0.2% | +16.0% | 0.001% | |
| 7/7/2025 | Greenfield Savings Bank | 7,290 | $3.21M | 1.5% | +9.2% | 0.008% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,934 | $2.62M | 0.3% | +58.3% | 0.007% | |
| 7/7/2025 | Centurion Wealth Management LLC | 1,596 | $703K | 0.2% | +219.8% | 0.002% | |
| 7/3/2025 | Arvest Investments Inc. | 6,963 | $3.07M | 0.5% | +5.0% | 0.008% | |
| 7/3/2025 | TrueWealth Advisors LLC | 7,267 | $3.20M | 0.9% | +2.8% | 0.008% | |
| 7/2/2025 | HBW Advisory Services LLC | 1,581 | $696K | 0.1% | -4.4% | 0.002% | |
| 7/1/2025 | First National Bank Sioux Falls | 705 | $311K | 0.1% | -14.9% | 0.001% | |
| 6/17/2025 | Howe & Rusling Inc. | 1,110 | $466K | 0.0% | -3.6% | 0.001% | |
| 6/16/2025 | Maple Capital Management Inc. | 643 | $270K | 0.0% | -5.3% | 0.001% | |
| 6/5/2025 | Cim LLC | 1,468 | $616K | 0.1% | -24.3% | 0.002% | |
| 6/2/2025 | Modern Wealth Management LLC | 207,728 | $87.22M | 2.8% | +29.6% | 0.227% | |
| 5/28/2025 | Jones Financial Companies Lllp | 152,764 | $63.49M | 0.1% | +26.1% | 0.167% | |
| 5/27/2025 | Jacobi Capital Management LLC | 3,106 | $1.30M | 0.1% | +18.5% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 989 | $415K | 0.0% | -89.0% | 0.001% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 989 | $415K | 0.1% | +6.2% | 0.001% | |
| 5/20/2025 | Focus Partners Wealth | 46,836 | $19.67M | 0.0% | -2.3% | 0.051% | |
| 5/20/2025 | Flaharty Asset Management LLC | 287 | $121K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 81,521 | $34.23M | 1.4% | +73.1% | 0.089% | |
| 5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 1,843 | $774K | 0.5% | +12.2% | 0.002% | |
| 5/19/2025 | Advisory Alpha LLC | 4,899 | $2.06M | 0.1% | -3.7% | 0.005% | |
| 5/19/2025 | SCS Capital Management LLC | 5,659 | $2.38M | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Prostatis Group LLC | 6,065 | $2.55M | 0.8% | -85.6% | 0.007% | |
| 5/16/2025 | Hancock Prospecting Pty Ltd | 849,769 | $356.80M | 7.6% | +90.8% | 0.930% | |
| 5/16/2025 | AAF Wealth Management LLC | 18,210 | $7.65M | 4.1% | +2.6% | 0.020% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 3,713 | $1.56M | 0.1% | -82.4% | 0.004% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 2,624 | $1.10M | 0.5% | +133.5% | 0.003% | |
| 5/16/2025 | Caxton Associates LLP | 4,056 | $1.70M | 0.1% | N/A | 0.004% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 1,489 | $625K | 0.0% | -19.4% | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 3,922 | $1.65M | 0.1% | +2.8% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 154,818 | $65.01M | 0.1% | +27.8% | 0.169% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 210 | $88K | 0.1% | +250.0% | 0.000% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 6,971 | $2.93M | 1.6% | +108.5% | 0.008% | |
| 5/16/2025 | Plancorp LLC | 981 | $412K | 0.0% | -16.7% | 0.001% | |
| 5/16/2025 | New England Asset Management Inc. | 4,410 | $1.85M | 0.3% | N/A | 0.005% | |
| 5/16/2025 | Banque Transatlantique SA | 2,145 | $832K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 12,349 | $5.19M | 0.0% | +229.8% | 0.014% | |
| 5/16/2025 | Alexis Investment Partners LLC | 14,679 | $6.10M | 2.9% | +5.0% | 0.016% | |
| 5/16/2025 | 1 North Wealth Services LLC | 17,602 | $7.39M | 3.4% | -5.4% | 0.019% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 22,899 | $9.62M | 0.0% | +4.4% | 0.025% | |
| 5/15/2025 | EP Wealth Advisors LLC | 14,388 | $6.04M | 0.0% | -7.6% | 0.016% | |
| 5/15/2025 | Paloma Partners Management Co | 2,857 | $1.20M | 0.1% | -61.5% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,777 | $746K | 0.0% | +91.9% | 0.002% | |
| 5/15/2025 | Flputnam Investment Management Co. | 2,968 | $1.25M | 0.0% | -9.5% | 0.003% | |
| 5/15/2025 | Point72 Europe London LLP | 23,400 | $9.83M | 0.7% | -33.8% | 0.026% | |
| 5/15/2025 | MAI Capital Management | 7,326 | $3.08M | 0.0% | +11.2% | 0.008% | |
| 5/15/2025 | DRW Securities LLC | 10,000 | $4.20M | 0.1% | N/A | 0.011% | |
| 5/15/2025 | Hayek Kallen Investment Management | 664 | $279K | 0.1% | +14.3% | 0.001% | |
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| 5/15/2025 | Connecticut Wealth Management LLC | 3,878 | $1.63M | 0.1% | +2.7% | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 38,635 | $16.22M | 0.0% | -2.9% | 0.042% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,910 | $802K | 0.1% | +6.1% | 0.002% | |
| 5/15/2025 | Activest Wealth Management | 1,792 | $753K | 0.2% | +6.9% | 0.002% | |
| 5/15/2025 | JDM Financial Group LLC | 1,428 | $600K | 0.3% | -4.2% | 0.002% | |
| 5/15/2025 | WPG Advisers LLC | 80 | $34K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Tortoise Investment Management LLC | 10,932 | $4.59M | 0.5% | -1.8% | 0.012% | |
| 5/15/2025 | MYDA Advisors LLC | 6,000 | $2.52M | 0.4% | -66.7% | 0.007% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 13,628 | $5.72M | 1.3% | +10.8% | 0.015% | |
| 5/15/2025 | Okabena Investment Services Inc. | 1,150 | $483K | 0.1% | -5.7% | 0.001% | |
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