| 8/7/2025 | Montag A & Associates Inc. | 20,853 | $1.05M | 0.1% | -22.6% | 0.038% | |
| 8/7/2025 | Allworth Financial LP | 5,411 | $271K | 0.0% | +4.8% | 0.010% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 899 | $45K | 0.0% | N/A | 0.002% | |
| 8/7/2025 | WESCAP Management Group Inc. | 118,997 | $5.97M | 1.4% | -9.0% | 0.219% | |
| 8/6/2025 | ZEGA Investments LLC | 67,643 | $3.39M | 0.5% | +5.0% | 0.125% | |
| 8/6/2025 | Prospera Financial Services Inc | 4,600 | $231K | 0.0% | N/A | 0.008% | |
| 8/6/2025 | AE Wealth Management LLC | 625 | $31K | 0.0% | +88.3% | 0.001% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 23,292 | $1.17M | 0.6% | -7.7% | 0.043% | |
| 8/6/2025 | ETF Store Inc. | 21,560 | $1.08M | 1.3% | +3.3% | 0.040% | |
| 8/5/2025 | Astra Wealth Partners LLC | 15,300 | $767K | 0.6% | N/A | 0.028% | |
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| 8/5/2025 | Bank of Montreal Can | 4,439 | $223K | 0.0% | -28.1% | 0.008% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,000 | $501K | 0.1% | -27.0% | 0.018% | |
| 8/4/2025 | IFG Advisory LLC | 6,752 | $339K | 0.0% | N/A | 0.012% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 12,050 | $604K | 0.1% | N/A | 0.022% | |
| 8/4/2025 | Atria Investments Inc | 21,497 | $1.08M | 0.0% | N/A | 0.040% | |
| 8/4/2025 | World Investment Advisors | 35,143 | $1.76M | 0.0% | -8.8% | 0.065% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 197,538 | $9.91M | 0.5% | +635.5% | 0.364% | |
| 8/1/2025 | GWN Securities Inc. | 4,583 | $230K | 0.0% | -47.8% | 0.008% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 35,566 | $1.78M | 0.1% | -30.8% | 0.065% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 606,999 | $30.44M | 0.0% | +64.8% | 1.118% | |
| 8/1/2025 | Chilton Capital Management LLC | 1,000 | $50K | 0.0% | -48.4% | 0.002% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 42,588 | $2.14M | 0.9% | +76.1% | 0.078% | |
| 7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 4,000 | $201K | 0.0% | -77.5% | 0.007% | |
| 7/31/2025 | Peterson Wealth Services | 4,468 | $224K | 0.1% | -59.8% | 0.008% | |
| 7/31/2025 | GenTrust LLC | 30,779 | $1.54M | 0.1% | N/A | 0.057% | |
| 7/30/2025 | Bleakley Financial Group LLC | 83,493 | $4.19M | 0.1% | -10.9% | 0.154% | |
| 7/30/2025 | Capital Wealth Alliance LLC | 25,729 | $1.29M | 0.7% | -6.7% | 0.047% | |
| 7/30/2025 | Freedom Investment Management Inc. | 23,521 | $1.18M | 0.1% | -6.9% | 0.043% | |
| 7/30/2025 | D.A. Davidson & CO. | 72,186 | $3.62M | 0.0% | +4.7% | 0.133% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 29,034 | $1.46M | 1.4% | -5.4% | 0.053% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 10,588 | $531K | 0.0% | N/A | 0.019% | |
| 7/30/2025 | Drive Wealth Management LLC | 158,056 | $7.93M | 1.7% | -7.2% | 0.291% | |
| 7/29/2025 | International Assets Investment Management LLC | 6,150 | $308K | 0.0% | N/A | 0.011% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 14,773 | $741K | 0.0% | +18.1% | 0.027% | |
| 7/29/2025 | Private Trust Co. NA | 35,847 | $1.80M | 0.2% | +20.5% | 0.066% | |
| 7/29/2025 | Mattson Financial Services LLC | 30,289 | $1.52M | 0.4% | -9.3% | 0.056% | |
| 7/28/2025 | Mutual Advisors LLC | 134,235 | $6.73M | 0.2% | +140.0% | 0.247% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 929,019 | $46.58M | 1.1% | +21.8% | 1.711% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 580,333 | $29.10M | 0.7% | -43.7% | 1.069% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 35,285 | $1.77M | 0.9% | +11.8% | 0.065% | |
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| 7/25/2025 | Total Clarity Wealth Management Inc. | 18,243 | $915K | 0.3% | +63.9% | 0.034% | |
| 7/25/2025 | CWM LLC | 528,575 | $26.50M | 0.1% | -0.8% | 0.973% | |
| 7/25/2025 | Transcendent Capital Group LLC | 17,731 | $889K | 0.5% | -58.0% | 0.033% | |
| 7/25/2025 | Wealth Advisory Team LLC | 7,079 | $355K | 0.3% | N/A | 0.013% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 39,665 | $1.99M | 0.4% | -5.8% | 0.073% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 158,394 | $7.94M | 0.2% | +0.3% | 0.292% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 353,424 | $17.72M | 1.0% | +1.2% | 0.651% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 114,659 | $5.75M | 0.7% | -9.3% | 0.211% | |
| 7/23/2025 | Triasima Portfolio Management inc. | 7,985 | $400K | 0.1% | N/A | 0.015% | |
| 7/23/2025 | 1 North Wealth Services LLC | 148,870 | $7.46M | 3.0% | +0.5% | 0.272% | |
| 7/22/2025 | Belpointe Asset Management LLC | 44,424 | $2.23M | 0.1% | -4.8% | 0.081% | |
| 7/22/2025 | DAVENPORT & Co LLC | 6,581 | $330K | 0.0% | +19.4% | 0.012% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 186,440 | $9.35M | 0.2% | +37.2% | 0.341% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 46,171 | $2.32M | 0.1% | -47.5% | 0.084% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 20,888 | $1.05M | 0.1% | +223.2% | 0.038% | |
| 7/18/2025 | PFG Investments LLC | 4,223 | $212K | 0.0% | N/A | 0.008% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 23,311 | $1.17M | 0.2% | +45.6% | 0.043% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 14,506 | $727K | 0.1% | +10.7% | 0.027% | |
| 7/18/2025 | Truist Financial Corp | 108,999 | $5.47M | 0.0% | +7.5% | 0.199% | |
| 7/17/2025 | Greenleaf Trust | 377,964 | $18.95M | 0.2% | -12.7% | 0.661% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 110,041 | $5.52M | 0.0% | -11.8% | 0.192% | |
| 7/17/2025 | Wagner Wealth Management LLC | 13,034 | $654K | 0.1% | +2.1% | 0.023% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 9,557 | $479K | 0.1% | +7.1% | 0.017% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 321,577 | $16.12M | 2.2% | +1.9% | 0.562% | |
| 7/17/2025 | TBH Global Asset Management LLC | 63,116 | $3.17M | 0.3% | -2.3% | 0.110% | |
| 7/16/2025 | Spirepoint Private Client LLC | 17,350 | $870K | 0.1% | N/A | 0.030% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 18,424 | $924K | 0.1% | -11.2% | 0.032% | |
| 7/16/2025 | Maridea Wealth Management LLC | 6,297 | $316K | 0.1% | N/A | 0.011% | |
| 7/15/2025 | Pitti Group Wealth Management LLC | 23,836 | $1.20M | 1.0% | +3.2% | 0.042% | |
| 7/15/2025 | Beacon Investment Advisory Services Inc. | 77,854 | $3.90M | 0.2% | -12.7% | 0.136% | |
| 7/15/2025 | Regatta Capital Group LLC | 35,077 | $1.76M | 0.3% | -8.1% | 0.061% | |
| 7/15/2025 | Legacy Solutions LLC | 30,137 | $1.51M | 1.4% | -0.9% | 0.053% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,366 | $219K | 0.0% | N/A | 0.008% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 38,113 | $1.91M | 1.6% | +2.2% | 0.070% | |
| 7/14/2025 | Sowell Financial Services LLC | 16,455 | $825K | 0.0% | -1.9% | 0.030% | |
| 7/11/2025 | Ridgeline Wealth LLC | 6,289 | $315K | 0.3% | -33.1% | 0.012% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,238 | $112K | 0.0% | +1,422.4% | 0.004% | |
| 7/10/2025 | Sterling Financial Group Inc. | 117,212 | $5.88M | 2.0% | +3.9% | 0.215% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 21,370 | $1.07M | 0.1% | +9.2% | 0.039% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 32,563 | $1.63M | 0.1% | -23.7% | 0.060% | |
| 7/9/2025 | Westbourne Investments Inc. | 9,200 | $461K | 0.2% | -2.1% | 0.017% | |
| 7/9/2025 | Keystone Wealth Services LLC | 13,387 | $671K | 0.2% | N/A | 0.025% | |
| 7/9/2025 | Triumph Capital Management | 9,536 | $478K | 0.1% | -41.7% | 0.018% | |
| 7/8/2025 | Atwood & Palmer Inc. | 2,750 | $138K | 0.0% | -27.6% | 0.005% | |
| 7/8/2025 | Paladin Wealth LLC | 23,830 | $1.20M | 0.9% | -5.4% | 0.044% | |
| 7/8/2025 | Gradient Investments LLC | 1,452,667 | $72.84M | 1.3% | -2.5% | 2.670% | |
| 7/8/2025 | Parallel Advisors LLC | 4,580 | $230K | 0.0% | -13.6% | 0.008% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 804,106 | $40.33M | 1.9% | +11.0% | 1.475% | |
| 7/7/2025 | TruWealth Advisors LLC | 76,376 | $3.83M | 0.2% | +9.8% | 0.140% | |
| 7/1/2025 | Private Client Services LLC | 10,342 | $519K | 0.2% | +14.4% | 0.019% | |
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| 5/27/2025 | Iron Gate Global Advisors LLC | 4,072 | $204K | 0.0% | -12.8% | 0.007% | |
| 5/22/2025 | Mattson Financial Services LLC | 33,410 | $1.68M | 0.5% | -7.1% | 0.061% | |
| 5/22/2025 | WBI Investments LLC | 6,979 | $350K | 0.1% | N/A | 0.013% | |
| 5/21/2025 | Westbourne Investments Inc. | 9,400 | $471K | 0.3% | N/A | 0.017% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,296 | $316K | 0.0% | +11.8% | 0.011% | |
| 5/20/2025 | Belpointe Asset Management LLC | 46,676 | $2.34M | 0.1% | -2.9% | 0.084% | |
| 5/20/2025 | Focus Partners Wealth | 8,327 | $417K | 0.0% | -11.8% | 0.015% | |
| 5/19/2025 | Jane Street Group LLC | 7,081 | $355K | 0.0% | N/A | 0.013% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 60,983 | $3.06M | 0.2% | +289.8% | 0.110% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 24,185 | $1.21M | 0.6% | +38.7% | 0.044% | |
