| 7/25/2025 | NorthRock Partners LLC | 6,854 | $196K | 0.0% | -74.6% | 0.002% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 87,555 | $2.51M | 0.1% | +14.3% | 0.030% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 58,927 | $1.69M | 0.0% | -7.3% | 0.020% | |
| 7/25/2025 | Riverpoint Wealth Management Holdings LLC | 1,106,829 | $31.71M | 7.5% | +3.5% | 0.384% | |
| 7/25/2025 | CWM LLC | 5,637 | $162K | 0.0% | -36.3% | 0.002% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 15,093 | $432K | 0.0% | +7.5% | 0.005% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 14,858 | $426K | 0.0% | -3.2% | 0.005% | |
| 7/25/2025 | Apollon Wealth Management LLC | 91,908 | $2.63M | 0.1% | +1.9% | 0.032% | |
| 7/25/2025 | PrairieView Partners LLC | 100,341 | $2.87M | 0.3% | +12.6% | 0.035% | |
| 7/24/2025 | Williams & Novak LLC | 7,000 | $201K | 0.2% | N/A | 0.002% | |
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| 7/24/2025 | Riverchase Wealth Management LLC | 13,416 | $384K | 0.2% | -21.8% | 0.005% | |
| 7/24/2025 | Mengis Capital Management Inc. | 12,620 | $362K | 0.1% | -6.0% | 0.004% | |
| 7/24/2025 | IFP Advisors Inc | 66,874 | $1.92M | 0.1% | +8.4% | 0.023% | |
| 7/23/2025 | Godsey & Gibb Inc. | 1,924 | $55K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Solitude Financial Services | 1,027,320 | $29.43M | 10.7% | +6.0% | 0.356% | |
| 7/22/2025 | Appleton Partners Inc. MA | 11,968 | $343K | 0.0% | -8.7% | 0.004% | |
| 7/22/2025 | Gemmer Asset Management LLC | 621,487 | $17.81M | 1.6% | +2.2% | 0.215% | |
| 7/22/2025 | Clarius Group LLC | 1,855,727 | $53.17M | 3.1% | -1.4% | 0.643% | |
| 7/21/2025 | Pflug Koory LLC | 1,698 | $49K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | QRG Capital Management Inc. | 9,269 | $266K | 0.0% | +9.7% | 0.003% | |
| 7/21/2025 | Financial Architects LLC | 25,825 | $740K | 0.4% | N/A | 0.009% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,477 | $128K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 5,460 | $156K | 0.1% | +38.4% | 0.002% | |
| 7/21/2025 | Warner Financial Inc. | 18,241 | $523K | 0.2% | +2.4% | 0.006% | |
| 7/21/2025 | Red Mountain Financial LLC | 16,812 | $482K | 0.6% | -50.9% | 0.006% | |
| 7/18/2025 | Vicus Capital | 63,195 | $1.81M | 0.2% | +39.0% | 0.022% | |
| 7/18/2025 | Founders Capital Management | 70,936 | $2.03M | 1.2% | -2.1% | 0.025% | |
| 7/18/2025 | First Pacific Financial | 858,807 | $24.61M | 3.6% | +3.0% | 0.298% | |
| 7/18/2025 | Trilogy Capital Inc. | 777,637 | $22.28M | 1.1% | +0.4% | 0.270% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 972 | $28K | 0.0% | -95.7% | 0.000% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 12,304 | $353K | 0.3% | -10.2% | 0.004% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 7,390 | $212K | 0.1% | -48.1% | 0.003% | |
| 7/17/2025 | Capital Investment Advisors LLC | 10,914 | $313K | 0.0% | -10.6% | 0.004% | |
| 7/17/2025 | HB Wealth Management LLC | 38,483 | $1.10M | 0.0% | -19.5% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 34,984 | $1.00M | 0.0% | +10.1% | 0.012% | |
| 7/17/2025 | Sound Income Strategies LLC | 2,516 | $72K | 0.0% | -53.1% | 0.001% | |
| 7/17/2025 | Smith Salley Wealth Management | 7,510 | $215K | 0.0% | -5.1% | 0.003% | |
| 7/17/2025 | Sonora Investment Management Group LLC | 7,283 | $209K | 0.0% | -15.3% | 0.003% | |
| 7/17/2025 | Lakewood Asset Management LLC | 59,567 | $1.71M | 1.1% | -1.8% | 0.021% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 242,897 | $6.96M | 1.0% | -1.8% | 0.084% | |
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| 7/17/2025 | Charles Schwab Trust Co | 351,714 | $10.08M | 0.8% | -9.8% | 0.122% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 17,020 | $488K | 0.1% | +7.6% | 0.006% | |
| 7/16/2025 | Prairiewood Capital LLC | 1,755,747 | $50.30M | 18.7% | +12.0% | 0.608% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 27,578 | $790K | 0.3% | -5.8% | 0.010% | |
| 7/16/2025 | Kathmere Capital Management LLC | 182,821 | $5.24M | 0.4% | -11.6% | 0.063% | |
| 7/16/2025 | True North Advisors LLC | 41,982 | $1.20M | 0.2% | +6.3% | 0.015% | |
| 7/16/2025 | Cambridge Advisors Inc. | 39,892 | $1.14M | 0.2% | -25.9% | 0.014% | |
| 7/15/2025 | McAdam LLC | 208,607 | $5.98M | 0.3% | -3.4% | 0.072% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 143,482 | $4.11M | 3.5% | N/A | 0.050% | |
| 7/15/2025 | Verum Partners LLC | 133,143 | $3.82M | 0.9% | -18.5% | 0.046% | |
| 7/15/2025 | BCS Wealth Management | 27,961 | $801K | 0.2% | +21.9% | 0.010% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 13,360 | $383K | 0.4% | +13.1% | 0.005% | |
| 7/15/2025 | Forte Capital LLC ADV | 248,496 | $7.12M | 0.8% | -0.9% | 0.086% | |
| 7/15/2025 | GSB Wealth Management LLC | 310,459 | $8.90M | 2.2% | +7.7% | 0.107% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 60,031 | $1.72M | 0.3% | +2.1% | 0.021% | |
| 7/14/2025 | Hoey Investments Inc. | 1,504 | $43K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | AdvisorNet Financial Inc | 5,766 | $165K | 0.0% | -51.8% | 0.002% | |
| 7/14/2025 | Northland Capital Management LLC | 98,351 | $2.82M | 1.7% | +15.5% | 0.034% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 10,157 | $291K | 0.0% | -12.8% | 0.004% | |
| 7/14/2025 | Abound Wealth Management | 8,443 | $242K | 0.1% | +64.7% | 0.003% | |
| 7/14/2025 | Sound Stewardship LLC | 293,443 | $8.41M | 4.3% | +7.6% | 0.102% | |
| 7/14/2025 | Sowell Financial Services LLC | 113,353 | $3.25M | 0.1% | -0.9% | 0.039% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 8,159 | $234K | 0.1% | -6.3% | 0.003% | |
| 7/11/2025 | Capital Advantage Inc. | 99,372 | $2.85M | 0.5% | +4.4% | 0.034% | |
| 7/11/2025 | Farther Finance Advisors LLC | 46,989 | $1.35M | 0.0% | +140.6% | 0.016% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 10,810 | $310K | 0.0% | -6.7% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 163,749 | $4.88M | 0.0% | -21.8% | 0.057% | |
| 7/10/2025 | Moller Wealth Partners | 1,283,119 | $36.76M | 8.1% | +15.2% | 0.444% | |
| 7/10/2025 | Focus Financial Network Inc. | 26,847 | $769K | 0.0% | +17.1% | 0.009% | |
| 7/10/2025 | Sovran Advisors LLC | 8,018 | $237K | 0.0% | -50.2% | 0.003% | |
| 7/9/2025 | Breakwater Capital Group | 66,364 | $1.90M | 0.3% | +296.9% | 0.023% | |
| 7/9/2025 | Shore Point Advisors LLC | 416,415 | $11.93M | 5.7% | +4.8% | 0.144% | |
| 7/8/2025 | Goldstone Financial Group LLC | 467,060 | $13.90M | 1.8% | +5.6% | 0.162% | |
| 7/8/2025 | Parallel Advisors LLC | 13,962 | $400K | 0.0% | +8.4% | 0.005% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 1,610 | $46K | 0.0% | -27.4% | 0.001% | |
| 7/3/2025 | Collective Family Office LLC | 325,070 | $9.31M | 2.4% | -28.5% | 0.112% | |
| 7/2/2025 | HBW Advisory Services LLC | 59,376 | $1.70M | 0.2% | +1.3% | 0.020% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 10,006 | $274K | 0.0% | N/A | 0.003% | |
| 5/21/2025 | McAdam LLC | 215,839 | $5.91M | 0.4% | -8.5% | 0.074% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,882 | $79K | 0.0% | +31.6% | 0.001% | |
| 5/20/2025 | Focus Partners Wealth | 79,374 | $2.17M | 0.0% | -32.0% | 0.027% | |
| 5/20/2025 | Integrity Alliance LLC. | 118,695 | $3.25M | 0.1% | N/A | 0.040% | |
| 5/19/2025 | SageView Advisory Group LLC | 46,277 | $1.27M | 0.1% | -4.0% | 0.015% | |
| 5/16/2025 | Bell Investment Advisors Inc | 725,125 | $19.86M | 3.7% | -1.2% | 0.242% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 26,494 | $726K | 0.0% | +4.1% | 0.009% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 10,006 | $274K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Jones Financial Companies Lllp | 51,947 | $1.39M | 0.0% | +349.9% | 0.017% | |
| 5/16/2025 | Greenline Partners LLC | 4,692 | $129K | 0.0% | +94.5% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 25,941 | $711K | 0.0% | N/A | 0.009% | |
| 5/16/2025 | AlTi Global Inc. | 14,219 | $389K | 0.0% | -12.5% | 0.005% | |
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| 5/16/2025 | Ancora Advisors LLC | 3,078 | $84K | 0.0% | +2,197.0% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 199,825 | $5.47M | 0.1% | +130.0% | 0.067% | |
| 5/15/2025 | Royal Bank of Canada | 104,110 | $2.85M | 0.0% | +58.3% | 0.035% | |
| 5/15/2025 | MAI Capital Management | 337,135 | $9.23M | 0.1% | -1.5% | 0.113% | |
| 5/14/2025 | Ieq Capital LLC | 40,263 | $1.10M | 0.0% | +145.5% | 0.013% | |
| 5/14/2025 | Entrewealth LLC | 21,594 | $591K | 0.5% | +87.4% | 0.007% | |
| 5/14/2025 | Comerica Bank | 26,920 | $737K | 0.0% | -1.4% | 0.009% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 41,010 | $1.12M | 0.8% | +4.2% | 0.014% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,219 | $33K | 0.0% | +4,979.2% | 0.000% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 423,010 | $11.59M | 0.0% | +11.8% | 0.141% | |
