| 8/8/2025 | Beck Bode LLC | 13,035 | $489K | 0.1% | -32.1% | 0.015% | |
| 8/7/2025 | PCG Wealth Advisors LLC | 58,416 | $2.19M | 1.1% | -11.6% | 0.067% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 301,708 | $11.49M | 1.7% | +2.3% | 0.346% | |
| 8/7/2025 | Americana Partners LLC | 17,401 | $653K | 0.0% | +5.6% | 0.020% | |
| 8/6/2025 | Prospera Financial Services Inc | 93,420 | $3.51M | 0.1% | +6.8% | 0.107% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 717 | $27K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | AE Wealth Management LLC | 4,592 | $172K | 0.0% | +26.7% | 0.005% | |
| 8/6/2025 | Savant Capital LLC | 72,763 | $2.73M | 0.0% | -0.6% | 0.084% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 107,891 | $4.05M | 0.1% | N/A | 0.124% | |
| 8/6/2025 | Moors & Cabot Inc. | 12,618 | $473K | 0.0% | -31.9% | 0.014% | |
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| 8/6/2025 | 360 Financial Inc. | 342,706 | $12.86M | 4.1% | +11.9% | 0.393% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 9,386 | $352K | 0.1% | -49.0% | 0.011% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 76,490 | $2.87M | 0.2% | +1.0% | 0.088% | |
| 8/5/2025 | Sigma Planning Corp | 53,292 | $2.00M | 0.1% | -33.0% | 0.061% | |
| 8/5/2025 | Welch & Forbes LLC | 1,063,563 | $39.89M | 0.5% | -0.1% | 1.221% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 6,570 | $246K | 0.2% | +8.8% | 0.008% | |
| 8/4/2025 | Integrity Alliance LLC. | 13,239 | $497K | 0.0% | N/A | 0.015% | |
| 8/4/2025 | Atria Investments Inc | 9,401 | $353K | 0.0% | -39.1% | 0.011% | |
| 8/4/2025 | Arkadios Wealth Advisors | 43,685 | $1.64M | 0.0% | +52.1% | 0.050% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 112,050 | $4.20M | 0.2% | -15.9% | 0.129% | |
| 8/1/2025 | Motco | 41,416 | $1.59M | 0.2% | -1.9% | 0.048% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 17,223 | $646K | 0.5% | +2.4% | 0.020% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 211,031 | $7.92M | 0.3% | -0.9% | 0.242% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 383,625 | $14.39M | 0.0% | +11.4% | 0.440% | |
| 7/31/2025 | Brian Low Financial Group LLC | 16,116 | $605K | 0.6% | N/A | 0.019% | |
| 7/31/2025 | Hobart Private Capital LLC | 236,274 | $8.86M | 2.0% | -0.6% | 0.271% | |
| 7/31/2025 | AlTi Global Inc. | 2,931,743 | $109.97M | 2.8% | -2.9% | 3.366% | |
| 7/31/2025 | GenTrust LLC | 138,124 | $5.18M | 0.2% | -2.0% | 0.159% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 9,976 | $374K | 0.2% | -3.9% | 0.011% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 5,683 | $213K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 112,074 | $4.22M | 0.1% | -4.5% | 0.129% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 29,378 | $1.10M | 0.7% | -2.9% | 0.034% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,872 | $333K | 0.0% | N/A | 0.010% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 23,487 | $881K | 0.0% | -46.3% | 0.027% | |
| 7/28/2025 | Mutual Advisors LLC | 32,280 | $1.22M | 0.0% | +22.8% | 0.037% | |
| 7/28/2025 | Harbour Investments Inc. | 45,522 | $1.71M | 0.0% | +49.2% | 0.052% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 35,856 | $1.34M | 0.0% | -10.4% | 0.041% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 22,334 | $838K | 0.0% | -34.7% | 0.026% | |
| 7/25/2025 | Landmark Wealth Management LLC | 58,934 | $2.21M | 0.9% | -1.3% | 0.068% | |
| 7/25/2025 | CWM LLC | 3,190 | $120K | 0.0% | +23.3% | 0.004% | |
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| 7/25/2025 | Concurrent Investment Advisors LLC | 33,440 | $1.25M | 0.0% | +3.4% | 0.038% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 1,006 | $38K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 5,658 | $212K | 0.0% | N/A | 0.006% | |
| 7/24/2025 | Lee Financial Co | 735,742 | $27.60M | 4.0% | -3.7% | 0.845% | |
| 7/24/2025 | Blair William & Co. IL | 17,433 | $654K | 0.0% | +58.0% | 0.020% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 232,443 | $8.72M | 2.6% | +36.2% | 0.267% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 23,125 | $867K | 0.4% | -2.5% | 0.027% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 112,314 | $4.21M | 0.1% | N/A | 0.129% | |
| 7/22/2025 | Appleton Partners Inc. MA | 125,720 | $4.72M | 0.3% | -0.8% | 0.144% | |
| 7/22/2025 | DAVENPORT & Co LLC | 7,397 | $277K | 0.0% | +34.5% | 0.008% | |
| 7/22/2025 | Kraematon Investment Advisors Inc. | 17,407 | $653K | 0.6% | -4.8% | 0.020% | |
| 7/21/2025 | Keystone Financial Group Inc. | 77,458 | $2.92M | 1.9% | +21.5% | 0.089% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,959 | $149K | 0.0% | -62.5% | 0.005% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 9,967 | $374K | 0.1% | -4.1% | 0.011% | |
| 7/18/2025 | Truist Financial Corp | 24,572 | $922K | 0.0% | +15.8% | 0.028% | |
| 7/17/2025 | Lee Johnson Capital Management LLC | 9,355 | $351K | 0.1% | N/A | 0.011% | |
| 7/17/2025 | G&S Capital LLC | 22,514 | $845K | 0.3% | +2.5% | 0.026% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,842,513 | $144.13M | 2.6% | +3.5% | 4.411% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 85,587 | $3.21M | 0.0% | -0.5% | 0.098% | |
| 7/17/2025 | Wagner Wealth Management LLC | 36,658 | $1.38M | 0.3% | +0.8% | 0.042% | |
| 7/17/2025 | Barry Investment Advisors LLC | 424,868 | $15.94M | 4.0% | +1.4% | 0.488% | |
| 7/16/2025 | ORG Partners LLC | 55,328 | $2.05M | 0.4% | +1.7% | 0.064% | |
| 7/16/2025 | Cambridge Advisors Inc. | 47,094 | $1.77M | 0.4% | +4.2% | 0.054% | |
| 7/16/2025 | Magnus Financial Group LLC | 23,689 | $889K | 0.1% | -10.2% | 0.027% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 1,904 | $71K | 0.0% | +29.4% | 0.002% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,114 | $79K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Flagstar Advisors Inc. | 152,486 | $5.72M | 1.6% | -22.7% | 0.175% | |
| 7/14/2025 | Park Avenue Securities LLC | 6,885 | $258K | 0.0% | N/A | 0.008% | |
| 7/11/2025 | Colorado Capital Management Inc. | 20,081 | $753K | 0.3% | -6.7% | 0.023% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,688 | $626K | 0.0% | -3.7% | 0.019% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 21,279 | $798K | 0.1% | +23.4% | 0.024% | |
| 7/11/2025 | UMB Bank n.a. | 272,333 | $10.22M | 0.2% | -9.9% | 0.313% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,381 | $611K | 0.0% | +6.1% | 0.019% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 43,417 | $1.63M | 0.6% | -1.5% | 0.050% | |
| 7/10/2025 | Focus Financial Network Inc. | 100,501 | $3.77M | 0.1% | +6.4% | 0.115% | |
| 7/10/2025 | Sovran Advisors LLC | 15,529 | $574K | 0.1% | -38.1% | 0.018% | |
| 7/9/2025 | Beacon Financial Group | 127,621 | $4.79M | 0.5% | -5.9% | 0.146% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 42,505 | $1.59M | 0.6% | -2.0% | 0.049% | |
| 7/8/2025 | Ballew Advisors Inc | 10,755 | $401K | 0.2% | -5.0% | 0.012% | |
| 7/7/2025 | Investors Research Corp | 20,186 | $757K | 0.1% | -23.5% | 0.023% | |
| 7/7/2025 | Nova Wealth Management Inc. | 7,164 | $269K | 0.2% | +474.0% | 0.008% | |
| 7/3/2025 | Arvest Investments Inc. | 170,843 | $6.41M | 1.0% | -1.7% | 0.195% | |
| 7/2/2025 | HBW Advisory Services LLC | 107,640 | $4.04M | 0.5% | -2.0% | 0.123% | |
| 7/2/2025 | Crumly & Associates Inc. | 72,896 | $2.73M | 0.7% | -1.5% | 0.083% | |
| 7/1/2025 | Park National Corp OH | 187,467 | $7.03M | 0.2% | +9.1% | 0.214% | |
| 6/2/2025 | Modern Wealth Management LLC | 522,473 | $19.59M | 0.6% | -0.5% | 0.603% | |
| 5/29/2025 | Nova Wealth Management Inc. | 1,248 | $47K | 0.0% | N/A | 0.001% | |
| 5/28/2025 | Intrua Financial LLC | 14,175 | $531K | 0.1% | -6.9% | 0.016% | |
| 5/20/2025 | Glenview Trust co | 2,565,371 | $96.18M | 1.9% | +1.7% | 2.962% | |
| 5/20/2025 | Aspen Investment Management Inc | 14,870 | $557K | 0.3% | -2.6% | 0.017% | |
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| 5/16/2025 | Coppell Advisory Solutions LLC | 5,785 | $212K | 0.0% | +54.3% | 0.007% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 212,919 | $7.98M | 0.3% | -1.0% | 0.247% | |
| 5/16/2025 | Jones Financial Companies Lllp | 168,355 | $6.31M | 0.0% | +353.2% | 0.195% | |
| 5/16/2025 | National Wealth Management Group LLC | 6,828 | $256K | 0.2% | N/A | 0.008% | |
| 5/16/2025 | Hancock Whitney Corp | 45,617 | $1.71M | 0.1% | +5.3% | 0.053% | |
| 5/16/2025 | AlTi Global Inc. | 3,019,391 | $113.20M | 3.0% | -8.2% | 3.500% | |
| 5/15/2025 | Flputnam Investment Management Co. | 84,919 | $3.18M | 0.1% | N/A | 0.098% | |
| 5/15/2025 | Royal Bank of Canada | 1,453,402 | $54.49M | 0.0% | +10.6% | 1.685% | |
| 5/15/2025 | Betterment LLC | 39,216 | $1.47M | 0.0% | -4.1% | 0.045% | |
| 5/15/2025 | Baird Financial Group Inc. | 83,311 | $3.12M | 0.0% | +185.1% | 0.097% | |
