| 8/8/2025 | Rockefeller Capital Management L.P. | 55,940 | $5.60M | 0.0% | +42.4% | 0.087% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 2,978 | $298K | 0.0% | -75.0% | 0.005% | |
| 8/8/2025 | Cetera Investment Advisers | 192,699 | $19.30M | 0.0% | +25.6% | 0.301% | |
| 8/8/2025 | Advisors Capital Management LLC | 2,500 | $250K | 0.0% | -67.5% | 0.004% | |
| 8/8/2025 | Ignite Planners LLC | 16,107 | $1.61M | 0.2% | +1.6% | 0.025% | |
| 8/7/2025 | Verus Capital Partners LLC | 78,866 | $7.90M | 0.7% | -9.4% | 0.123% | |
| 8/7/2025 | Avalon Capital Management | 31,764 | $3.18M | 0.9% | N/A | 0.050% | |
| 8/7/2025 | Winch Advisory Services LLC | 67,689 | $6.78M | 1.7% | +38.6% | 0.106% | |
| 8/7/2025 | Birchcreek Wealth Management LLC | 12,987 | $1.30M | 0.7% | +68.7% | 0.020% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 25,560 | $2.56M | 0.3% | +43.6% | 0.040% | |
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| 8/7/2025 | Allworth Financial LP | 3,456 | $346K | 0.0% | +1,718.9% | 0.005% | |
| 8/7/2025 | Midwest Trust Co | 2,730 | $273K | 0.0% | N/A | 0.004% | |
| 8/6/2025 | Titan Global Capital Management USA LLC | 5,149 | $516K | 0.1% | +25.9% | 0.008% | |
| 8/6/2025 | AE Wealth Management LLC | 8,225 | $824K | 0.0% | -22.1% | 0.013% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 22,862 | $2.29M | 1.2% | -33.7% | 0.036% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 27,289 | $2.73M | 0.6% | +13.0% | 0.043% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 901 | $90K | 0.0% | -55.1% | 0.001% | |
| 8/5/2025 | Fullcircle Wealth LLC | 38,832 | $3.88M | 1.4% | -14.3% | 0.061% | |
| 8/5/2025 | Hunter Associates Investment Management LLC | 7,673 | $767K | 0.1% | +135.2% | 0.012% | |
| 8/5/2025 | Westside Investment Management Inc. | 17,403 | $1.74M | 0.3% | -1.0% | 0.027% | |
| 8/5/2025 | Intellectus Partners LLC | 17,647 | $1.77M | 0.4% | -54.9% | 0.028% | |
| 8/5/2025 | Burney Co. | 11,995 | $1.20M | 0.0% | +26.3% | 0.019% | |
| 8/5/2025 | Navalign LLC | 2,385 | $239K | 0.1% | N/A | 0.004% | |
| 8/5/2025 | Everest Management Corp. | 21,516 | $2.16M | 1.5% | -35.2% | 0.034% | |
| 8/4/2025 | Silver Coast Investments LLC | 11,414 | $1.14M | 0.4% | +10.6% | 0.018% | |
| 8/4/2025 | Atria Investments Inc | 205,717 | $20.60M | 0.2% | +14.5% | 0.321% | |
| 8/4/2025 | Savvy Advisors Inc. | 10,337 | $1.04M | 0.1% | -11.0% | 0.016% | |
| 8/4/2025 | Spire Wealth Management | 1,685 | $169K | 0.0% | -83.1% | 0.003% | |
| 8/4/2025 | Arkadios Wealth Advisors | 4,433 | $444K | 0.0% | +38.4% | 0.007% | |
| 8/4/2025 | Bristlecone Advisors LLC | 15,369 | $1.54M | 0.1% | +16.8% | 0.024% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 3,935 | $394K | 0.0% | +11,142.9% | 0.006% | |
| 8/1/2025 | Redwood Park Advisors LLC | 466,558 | $46.73M | 31.7% | +7.7% | 0.728% | |
| 8/1/2025 | Tevis Investment Management | 62,134 | $6.22M | 4.0% | -10.4% | 0.097% | |
| 8/1/2025 | ACR Alpine Capital Research LLC | 4,993,717 | $500.12M | 9.0% | +19.5% | 7.795% | |
| 8/1/2025 | Delta Investment Management LLC | 12,714 | $1.27M | 0.2% | -61.9% | 0.020% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,337,601 | $133.96M | 0.0% | +6.7% | 2.088% | |
| 7/31/2025 | Wealthfront Advisers LLC | 711,864 | $71.29M | 0.2% | -9.2% | 1.111% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 1,039,443 | $104.10M | 1.2% | -15.4% | 1.623% | |
| 7/31/2025 | Leavell Investment Management Inc. | 38,797 | $3.89M | 0.2% | -13.6% | 0.061% | |
| 7/31/2025 | Brian Low Financial Group LLC | 3,772 | $378K | 0.4% | N/A | 0.006% | |
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| 7/31/2025 | 3EDGE Asset Management LP | 376,112 | $37.67M | 2.3% | +193.4% | 0.587% | |
| 7/30/2025 | Sloy Dahl & Holst LLC | 37,163 | $3.72M | 0.5% | -0.5% | 0.058% | |
| 7/30/2025 | St. James Investment Company LLC | 495,847 | $49.66M | 8.0% | -4.7% | 0.774% | |
| 7/30/2025 | Blume Capital Management Inc. | 48,792 | $4.89M | 1.0% | +1.3% | 0.076% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 2,450 | $245K | 0.0% | -62.0% | 0.004% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 905 | $91K | 0.0% | -41.4% | 0.001% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 61,577 | $6.17M | 1.2% | -6.2% | 0.096% | |
| 7/29/2025 | Cohalo Advisory LLC | 1,779 | $178K | 13.6% | -34.8% | 0.003% | |
| 7/29/2025 | Mezzasalma Advisors LLC | 30,379 | $3.04M | 0.9% | +0.9% | 0.047% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 188,555 | $18.87M | 0.5% | +35.0% | 0.294% | |
| 7/29/2025 | Kelman Lazarov Inc. | 6,853 | $686K | 0.1% | -42.2% | 0.011% | |
| 7/29/2025 | Goldstein Advisors LLC | 66,077 | $6.62M | 0.9% | -25.0% | 0.103% | |
| 7/29/2025 | International Assets Investment Management LLC | 3,165 | $317K | 0.0% | +31.1% | 0.005% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,494 | $951K | 0.0% | -3.3% | 0.015% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 7,283 | $729K | 0.0% | +116.9% | 0.011% | |
| 7/29/2025 | Private Trust Co. NA | 4,778 | $479K | 0.0% | +3.1% | 0.007% | |
| 7/29/2025 | Values First Advisors Inc. | 2,018 | $202K | 0.1% | -32.8% | 0.003% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 6,876 | $689K | 0.1% | N/A | 0.011% | |
| 7/28/2025 | Naviter Wealth LLC | 2,415 | $242K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 19,707 | $1.97M | 0.0% | -53.6% | 0.031% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 40,256 | $4.03M | 0.1% | -3.0% | 0.063% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 37,656 | $3.77M | 0.0% | -3.0% | 0.059% | |
| 7/25/2025 | Lion Street Advisors LLC | 15,170 | $1.52M | 0.5% | -7.2% | 0.024% | |
| 7/25/2025 | MGO One Seven LLC | 43,610 | $4.37M | 0.1% | +73.7% | 0.068% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 1,196,415 | $119.82M | 17.5% | -17.0% | 1.868% | |
| 7/25/2025 | RHS Financial LLC | 6,435 | $644K | 0.4% | -60.5% | 0.010% | |
| 7/25/2025 | CWM LLC | 1,362 | $136K | 0.0% | -12.7% | 0.002% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,236 | $725K | 0.0% | +11.3% | 0.011% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 2,302 | $231K | 0.1% | -68.4% | 0.004% | |
| 7/24/2025 | Blue Trust Inc. | 12,767 | $1.28M | 0.0% | -16.1% | 0.020% | |
| 7/24/2025 | Fourpath Capital Management LLC | 3,909 | $391K | 0.1% | +29.7% | 0.006% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 186,406 | $18.67M | 0.6% | -17.4% | 0.291% | |
| 7/24/2025 | IFP Advisors Inc | 6,539 | $655K | 0.0% | +80.9% | 0.010% | |
| 7/24/2025 | Baldwin Wealth Partners LLC MA | 12,065 | $1.21M | 0.1% | +1.4% | 0.019% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 8,350 | $836K | 0.1% | +188.8% | 0.013% | |
| 7/24/2025 | US Bancorp DE | 40,269 | $4.03M | 0.0% | -38.4% | 0.063% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 14,039 | $1.41M | 1.1% | N/A | 0.022% | |
| 7/23/2025 | Tectonic Advisors LLC | 22,788 | $2.28M | 0.1% | -4.5% | 0.036% | |
| 7/23/2025 | Ignite Planners LLC | 16,142 | $1.62M | 0.2% | +1.8% | 0.025% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 116,622 | $11.67M | 2.7% | +10.3% | 0.183% | |
| 7/23/2025 | Valmark Advisers Inc. | 11,124 | $1.11M | 0.0% | +13.1% | 0.017% | |
| 7/23/2025 | Friedenthal Financial | 586 | $59K | 0.0% | -14.7% | 0.001% | |
| 7/23/2025 | MADDEN SECURITIES Corp | 52,695 | $5.28M | 1.8% | +43.2% | 0.083% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 5,017 | $502K | 0.0% | +59.2% | 0.008% | |
| 7/22/2025 | Belpointe Asset Management LLC | 14,229 | $1.43M | 0.1% | +539.2% | 0.022% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 41,070,514 | $41.07M | 0.1% | N/A | 64.374% | |
| 7/22/2025 | Global Assets Advisory LLC | 2,324 | $232K | 0.1% | -69.0% | 0.004% | |
| 7/22/2025 | Measured Risk Portfolios Inc. | 8,223 | $824K | 0.8% | -39.7% | 0.013% | |
| 7/22/2025 | MBL Wealth LLC | 97,688 | $9.78M | 0.9% | -7.0% | 0.153% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 20,001 | $2.00M | 0.7% | +4.4% | 0.031% | |
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| 7/21/2025 | Successful Portfolios LLC | 21,431 | $2.15M | 1.3% | -3.8% | 0.034% | |
| 7/21/2025 | Single Point Partners LLC | 8,592 | $860K | 0.2% | -6.6% | 0.013% | |
| 7/18/2025 | Vicus Capital | 24,141 | $2.42M | 0.2% | -12.8% | 0.038% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 25,948 | $2.60M | 0.8% | N/A | 0.041% | |
| 7/18/2025 | Truist Financial Corp | 41,943 | $4.20M | 0.0% | +35.1% | 0.066% | |
| 7/17/2025 | G&S Capital LLC | 16,356 | $1.64M | 0.6% | -41.5% | 0.026% | |
| 7/17/2025 | Oak Family Advisors LLC | 10,719 | $1.07M | 0.3% | +433.3% | 0.017% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 329,441 | $32.99M | 0.1% | +54.6% | 0.517% | |
| 7/17/2025 | Venture Visionary Partners LLC | 43,314 | $4.34M | 0.2% | +0.7% | 0.068% | |
| 7/17/2025 | Nicholson Meyer Capital Management Inc. | 76,534 | $7.67M | 6.5% | -8.8% | 0.120% | |
