| 8/7/2025 | Verus Capital Partners LLC | 28,800 | $734K | 0.1% | N/A | 0.030% | |
| 8/7/2025 | PFG Advisors | 40,032 | $1.02M | 0.0% | -2.4% | 0.042% | |
| 8/6/2025 | Bensler LLC | 372,396 | $9.50M | 1.1% | -12.3% | 0.387% | |
| 8/6/2025 | AE Wealth Management LLC | 48,532 | $1.24M | 0.0% | -24.9% | 0.050% | |
| 8/6/2025 | OneAscent Wealth Management LLC | 35,124 | $896K | 0.3% | -20.4% | 0.037% | |
| 8/5/2025 | Milestone Asset Management LLC | 25,803 | $658K | 0.1% | -97.9% | 0.027% | |
| 8/5/2025 | Optivise Advisory Services LLC | 49,815 | $1.27M | 0.6% | +3.5% | 0.052% | |
| 8/5/2025 | Sigma Planning Corp | 27,924 | $712K | 0.0% | -5.1% | 0.029% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 512,998 | $13.08M | 1.8% | +6.8% | 0.534% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 208,628 | $5.32M | 0.4% | +0.5% | 0.217% | |
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| 8/4/2025 | Integrity Alliance LLC. | 258,351 | $6.59M | 0.4% | +3.1% | 0.269% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,230 | $31K | 0.0% | -33.5% | 0.001% | |
| 8/4/2025 | Atria Investments Inc | 147,010 | $3.75M | 0.0% | -77.6% | 0.153% | |
| 8/4/2025 | FRG Family Wealth Advisors LLC | 48,100 | $1.23M | 0.2% | +111.0% | 0.050% | |
| 8/4/2025 | Spire Wealth Management | 1,297 | $33K | 0.0% | +1,058.0% | 0.001% | |
| 8/4/2025 | Arkadios Wealth Advisors | 39,317 | $1.00M | 0.0% | -1.9% | 0.041% | |
| 8/4/2025 | Deseret Mutual Benefit Administrators | 559,089 | $14.26M | 6.7% | -5.5% | 0.581% | |
| 8/1/2025 | Anson Capital Inc. | 327,139 | $8.34M | 6.7% | +2.9% | 0.340% | |
| 8/1/2025 | Wealth Watch Advisors INC | 18,275 | $466K | 0.3% | -14.5% | 0.019% | |
| 8/1/2025 | Brookwood Investment Group LLC | 9,514 | $243K | 0.0% | +11.5% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 329,369 | $8.40M | 0.0% | -52.3% | 0.343% | |
| 7/31/2025 | Wealthfront Advisers LLC | 5,159,089 | $131.56M | 0.3% | +182.0% | 5.366% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 37,717 | $962K | 0.4% | +15.9% | 0.039% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 22,305 | $569K | 0.0% | -13.3% | 0.023% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 16,109 | $411K | 0.1% | -21.8% | 0.017% | |
| 7/30/2025 | Freedom Investment Management Inc. | 35,940 | $916K | 0.1% | -7.9% | 0.037% | |
| 7/30/2025 | Brookstone Capital Management | 17,810 | $454K | 0.0% | +22.2% | 0.019% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 117,606 | $3.00M | 1.7% | -0.6% | 0.122% | |
| 7/30/2025 | Bogart Wealth LLC | 1,749 | $45K | 0.0% | +48.3% | 0.002% | |
| 7/30/2025 | Demars Financial Group LLC | 514,401 | $13.12M | 5.0% | -95.9% | 0.535% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 46,538 | $1.19M | 0.4% | -2.0% | 0.048% | |
| 7/29/2025 | Systelligence LLC | 234,776 | $5.99M | 1.1% | -29.6% | 0.244% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 26,154 | $667K | 0.1% | +29.9% | 0.027% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 27,875 | $711K | 0.7% | N/A | 0.029% | |
| 7/28/2025 | WealthPLAN Partners LLC | 130,658 | $3.33M | 0.5% | -26.8% | 0.136% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 404,710 | $10.32M | 0.8% | +17.2% | 0.421% | |
| 7/28/2025 | Harbour Investments Inc. | 6,377 | $163K | 0.0% | -7.5% | 0.007% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 17,123 | $437K | 0.0% | -12.3% | 0.018% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 29,769 | $758K | 0.0% | -24.7% | 0.031% | |
| 7/25/2025 | Concord Asset Management LLC VA | 46,310 | $1.18M | 0.2% | +165.9% | 0.048% | |
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| 7/25/2025 | Sequoia Financial Advisors LLC | 9,170 | $234K | 0.0% | N/A | 0.010% | |
| 7/25/2025 | MGO One Seven LLC | 32,987 | $841K | 0.0% | -1.2% | 0.034% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 35,231 | $898K | 0.0% | N/A | 0.037% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 206,757 | $5.27M | 1.6% | +3.4% | 0.215% | |
| 7/24/2025 | Blue Trust Inc. | 61,835 | $1.58M | 0.0% | +140.3% | 0.064% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 184,373 | $4.70M | 0.1% | -42.2% | 0.192% | |
| 7/23/2025 | Madden Advisory Services Inc. | 112,105 | $2.86M | 1.2% | +1.9% | 0.117% | |
| 7/23/2025 | High Note Wealth LLC | 159,879 | $4.08M | 0.9% | -7.0% | 0.166% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 1,609,862 | $41.05M | 9.1% | +35.3% | 1.676% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 374,591 | $9.55M | 0.6% | +2.4% | 0.390% | |
| 7/18/2025 | Consolidated Planning Corp | 163,873 | $4.18M | 0.5% | -10.6% | 0.171% | |
| 7/17/2025 | White Pine Investment CO | 482,542 | $12.31M | 3.1% | +30.6% | 0.502% | |
| 7/17/2025 | Northwest Wealth Management LLC | 17,783 | $453K | 0.1% | -9.5% | 0.019% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 23,287 | $594K | 0.0% | -2.7% | 0.024% | |
| 7/17/2025 | Montis Financial LLC | 196,008 | $5.00M | 1.4% | +0.9% | 0.204% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 504,422 | $12.86M | 3.5% | +9.6% | 0.525% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 245,008 | $6.25M | 0.8% | +203.9% | 0.255% | |
| 7/16/2025 | Perigon Wealth Management LLC | 44,753 | $1.14M | 0.0% | -8.7% | 0.047% | |
| 7/15/2025 | North Star Investment Management Corp. | 63,061 | $1.61M | 0.1% | -2.4% | 0.066% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 59,468 | $1.52M | 0.4% | -7.6% | 0.062% | |
| 7/14/2025 | Park Avenue Securities LLC | 21,042 | $537K | 0.0% | +49.2% | 0.022% | |
| 7/14/2025 | Matrix Trust Co | 59,364 | $1.51M | 0.2% | -8.5% | 0.062% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 12,703 | $324K | 0.2% | -67.0% | 0.013% | |
| 7/11/2025 | Farther Finance Advisors LLC | 25,950 | $662K | 0.0% | -53.9% | 0.027% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 20,399 | $520K | 0.0% | -26.9% | 0.021% | |
| 7/10/2025 | CWC Advisors LLC. | 261,366 | $6.67M | 3.4% | +0.8% | 0.273% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 365,516 | $9.32M | 1.2% | +465.9% | 0.382% | |
| 7/10/2025 | Marshall Financial Group LLC | 26,109 | $664K | 0.1% | -8.6% | 0.027% | |
| 7/10/2025 | Andrew Hill Investment Advisors Inc. | 14,896 | $380K | 0.3% | -11.6% | 0.016% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 10,075 | $257K | 0.0% | N/A | 0.011% | |
| 7/10/2025 | Sovran Advisors LLC | 131,957 | $3.36M | 0.4% | +63.5% | 0.138% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 8,350 | $212K | 0.0% | -5.6% | 0.009% | |
| 7/3/2025 | City Center Advisors LLC | 27,491 | $701K | 0.8% | +11.7% | 0.029% | |
| 6/2/2025 | Modern Wealth Management LLC | 569,022 | $14.54M | 0.5% | +4.5% | 0.609% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 179,520 | $4.59M | 0.2% | +5.6% | 0.192% | |
| 5/20/2025 | Integrity Alliance LLC. | 250,517 | $6.40M | 0.3% | N/A | 0.268% | |
| 5/19/2025 | Jane Street Group LLC | 430,189 | $10.99M | 0.0% | N/A | 0.469% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 65,666 | $1.67M | 0.1% | -39.3% | 0.072% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 893,032 | $22.82M | 1.6% | +7.8% | 0.973% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 32,548 | $832K | 0.4% | -37.7% | 0.035% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 77,068 | $1.97M | 0.0% | N/A | 0.081% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,274 | $58K | 0.0% | -90.4% | 0.002% | |
| 5/16/2025 | Redwood Financial Network Corp | 139,284 | $3.56M | 2.7% | +10.5% | 0.152% | |
| 5/16/2025 | NewEdge Advisors LLC | 36,091 | $922K | 0.0% | -39.1% | 0.039% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 25,591 | $654K | 0.0% | -7.2% | 0.028% | |
| 5/15/2025 | EP Wealth Advisors LLC | 25,160 | $643K | 0.0% | -6.6% | 0.027% | |
| 5/15/2025 | First Manhattan CO. LLC. | 29,670 | $758K | 0.0% | N/A | 0.032% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 25,715 | $657K | 0.0% | +3.7% | 0.028% | |
| 5/15/2025 | Royal Bank of Canada | 175,155 | $4.48M | 0.0% | -3.3% | 0.191% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 22,800 | $583K | 0.1% | N/A | 0.025% | |
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| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 4,151,858 | $106.08M | 15.9% | +7.6% | 4.525% | |
| 5/15/2025 | All Terrain Financial Advisors LLC | 171,718 | $4.39M | 1.4% | +6.8% | 0.187% | |
| 5/14/2025 | Jane Street Group LLC | 430,189 | $10.99M | 0.0% | N/A | 0.469% | |
| 5/14/2025 | Comerica Bank | 15,011 | $384K | 0.0% | -21.6% | 0.016% | |
| 5/14/2025 | Freedom Investment Management Inc. | 39,004 | $997K | 0.1% | -49.3% | 0.043% | |
| 5/14/2025 | Synovus Financial Corp | 30,744 | $786K | 0.0% | +286.3% | 0.034% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,229 | $542K | 0.0% | +473.6% | 0.023% | |
| 5/14/2025 | Caitlin John LLC | 259,741 | $6.64M | 6.5% | +22.8% | 0.283% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,306 | $2.38M | 0.0% | +19.9% | 0.102% | |
| 5/14/2025 | Level Four Advisory Services LLC | 191,904 | $4.90M | 0.2% | +3.4% | 0.209% | |
