| 8/7/2025 | Lakeridge Wealth Management LLC | 18,258 | $1.14M | 0.5% | +4.5% | 0.035% | |
| 8/7/2025 | CENTRAL TRUST Co | 222,442 | $13.92M | 0.3% | -18.8% | 0.429% | |
| 8/7/2025 | Vise Technologies Inc. | 15,850 | $992K | 0.0% | N/A | 0.031% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 23,599 | $1.48M | 0.2% | -10.7% | 0.045% | |
| 8/7/2025 | Hughes Financial Services LLC | 117,767 | $7.45M | 1.3% | +7.9% | 0.227% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 39,388 | $2.47M | 0.2% | +580.3% | 0.076% | |
| 8/6/2025 | RWA Wealth Partners LLC | 873,399 | $54.66M | 0.7% | N/A | 1.684% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 22,284 | $1.40M | 0.7% | +36.8% | 0.043% | |
| 8/6/2025 | Nvwm LLC | 13,839 | $866K | 0.2% | +1.4% | 0.027% | |
| 8/6/2025 | Longview Financial Advisors LLC | 209,635 | $13.12M | 8.2% | +8.2% | 0.404% | |
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| 8/6/2025 | Paladin Advisory Group LLC | 38,066 | $2.38M | 1.8% | +12.7% | 0.073% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 20,230 | $1.27M | 1.1% | +19.7% | 0.039% | |
| 8/6/2025 | Golden State Wealth Management LLC | 7,682 | $481K | 0.1% | +8.0% | 0.015% | |
| 8/6/2025 | SouthState Corp | 223,759 | $14.00M | 0.6% | -8.9% | 0.431% | |
| 8/6/2025 | Convergence Financial LLC | 30,652 | $1.92M | 0.3% | +9.0% | 0.059% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 11,675 | $731K | 0.1% | +7.1% | 0.023% | |
| 8/5/2025 | Claro Advisors LLC | 3,300 | $207K | 0.0% | N/A | 0.006% | |
| 8/5/2025 | Milestone Asset Management LLC | 19,200 | $1.20M | 0.3% | -58.5% | 0.037% | |
| 8/5/2025 | Key Financial Inc | 1,539 | $96K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,498,016 | $93.75M | 0.0% | N/A | 2.888% | |
| 8/5/2025 | Bank of Montreal Can | 1,909 | $119K | 0.0% | +7,854.2% | 0.004% | |
| 8/5/2025 | Sigma Planning Corp | 18,556 | $1.16M | 0.0% | -32.9% | 0.036% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 55,483 | $3.48M | 0.5% | +33.8% | 0.107% | |
| 8/4/2025 | Hicks Capital Management LLC | 14,795 | $926K | 1.5% | N/A | 0.029% | |
| 8/4/2025 | IFG Advisory LLC | 27,736 | $1.74M | 0.1% | N/A | 0.053% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 47,790 | $2.99M | 0.0% | +375.5% | 0.092% | |
| 8/4/2025 | Atria Investments Inc | 59,992 | $3.75M | 0.0% | N/A | 0.116% | |
| 8/4/2025 | Assetmark Inc. | 893 | $56K | 0.0% | +24.4% | 0.002% | |
| 8/4/2025 | Arkadios Wealth Advisors | 7,527 | $471K | 0.0% | +6.9% | 0.015% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 151,593 | $9.49M | 0.4% | +141.9% | 0.292% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 148,616 | $9.30M | 0.4% | +1.0% | 0.286% | |
| 8/4/2025 | WNY Asset Management LLC | 20,757 | $1.30M | 0.1% | +9.8% | 0.040% | |
| 8/1/2025 | Purkiss Capital Advisors LLC | 30,538 | $1.91M | 1.1% | +21.1% | 0.059% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 5,350 | $335K | 0.1% | +42.7% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,566,323 | $160.52M | 0.0% | +14.5% | 4.947% | |
| 7/31/2025 | Whipplewood Advisors LLC | 4,040 | $253K | 0.1% | -93.6% | 0.008% | |
| 7/31/2025 | Interchange Capital Partners LLC | 16,905 | $1.06M | 0.2% | +35.1% | 0.033% | |
| 7/31/2025 | MN Wealth Advisors LLC | 21,109 | $1.32M | 0.8% | -0.9% | 0.041% | |
| 7/31/2025 | CAP Partners LLC | 8,116 | $508K | 0.3% | +13.7% | 0.016% | |
| 7/31/2025 | Avion Wealth | 819 | $51K | 0.0% | N/A | 0.002% | |
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| 7/30/2025 | Strategic Blueprint LLC | 23,097 | $1.45M | 0.1% | +105.5% | 0.045% | |
| 7/30/2025 | Freedom Investment Management Inc. | 3,897 | $244K | 0.0% | N/A | 0.008% | |
| 7/30/2025 | Family Capital Management Inc. | 14,324 | $896K | 0.5% | N/A | 0.028% | |
| 7/30/2025 | Brookstone Capital Management | 123,919 | $7.76M | 0.1% | -2.5% | 0.239% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 11,058 | $692K | 0.7% | -84.7% | 0.021% | |
| 7/30/2025 | Crewe Advisors LLC | 132,739 | $8.31M | 1.2% | N/A | 0.256% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 6,140 | $384K | 0.0% | +30.4% | 0.012% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 116,202 | $7.27M | 0.6% | N/A | 0.224% | |
| 7/29/2025 | Stephens Inc. AR | 27,795 | $1.74M | 0.0% | +216.0% | 0.054% | |
| 7/29/2025 | Alaska Wealth Advisors | 5,457 | $341K | 0.0% | N/A | 0.011% | |
| 7/29/2025 | Madison Wealth Partners Inc | 8,836 | $553K | 0.1% | +60.0% | 0.017% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 2,163,590 | $135.40M | 2.9% | +14.2% | 4.171% | |
| 7/29/2025 | Planned Solutions Inc. | 105,657 | $6.61M | 2.5% | +6.4% | 0.204% | |
| 7/29/2025 | DeDora Capital Inc. | 48,376 | $3.03M | 0.8% | +108.9% | 0.093% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 15,513 | $971K | 0.0% | +34.7% | 0.030% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 11,160 | $698K | 0.1% | N/A | 0.022% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 33,022 | $2.07M | 0.0% | +2.0% | 0.064% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 22,808 | $1.43M | 0.1% | -24.2% | 0.044% | |
| 7/29/2025 | Private Trust Co. NA | 7,684 | $481K | 0.0% | +13.0% | 0.015% | |
| 7/29/2025 | Mattson Financial Services LLC | 42,244 | $2.64M | 0.7% | -1.2% | 0.081% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,472 | $92K | 0.1% | N/A | 0.003% | |
| 7/29/2025 | Sincerus Advisory LLC | 27,669 | $1.75M | 1.6% | -17.1% | 0.053% | |
| 7/29/2025 | Aire Advisors LLC | 136,356 | $8.53M | 1.7% | +7.9% | 0.263% | |
| 7/28/2025 | WealthPLAN Partners LLC | 113,065 | $7.08M | 1.1% | -33.7% | 0.218% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 208,109 | $13.02M | 0.9% | +41.5% | 0.401% | |
| 7/28/2025 | Patten & Patten Inc. TN | 257,719 | $16.13M | 1.0% | -6.9% | 0.497% | |
| 7/28/2025 | Interchange Capital Partners LLC | 2,248 | $141K | 0.1% | -82.0% | 0.004% | |
| 7/28/2025 | Mutual Advisors LLC | 4,047 | $257K | 0.0% | -80.9% | 0.008% | |
| 7/28/2025 | Harbour Investments Inc. | 39,910 | $2.50M | 0.1% | +6,068.5% | 0.077% | |
| 7/28/2025 | CGC Financial Services LLC | 1,071,012 | $67.02M | 22.6% | +1.5% | 2.065% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 4,346 | $272K | 0.0% | -16.2% | 0.008% | |
| 7/28/2025 | RFG Advisory LLC | 39,075 | $2.45M | 0.1% | N/A | 0.075% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 29,160 | $1.83M | 0.0% | -28.6% | 0.056% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 28,723 | $1.80M | 0.0% | -65.6% | 0.055% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 113,119 | $7.08M | 0.0% | +17.3% | 0.218% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 13,594 | $851K | 0.2% | -5.8% | 0.026% | |
| 7/25/2025 | Stephens Consulting LLC | 1,057 | $66K | 0.0% | -75.9% | 0.002% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 26,017 | $1.63M | 0.9% | +297.4% | 0.050% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 30,302 | $1.90M | 0.0% | -16.4% | 0.058% | |
| 7/25/2025 | Investment Advisory Group LLC | 5,730 | $359K | 0.1% | N/A | 0.011% | |
| 7/25/2025 | Apollon Wealth Management LLC | 58,795 | $3.68M | 0.1% | -2.9% | 0.113% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 42,531 | $2.66M | 0.2% | +3.2% | 0.082% | |
| 7/24/2025 | Ulland Investment Advisors LLC | 2,070 | $130K | 0.1% | -38.6% | 0.004% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 41,238 | $2.58M | 1.8% | N/A | 0.079% | |
| 7/24/2025 | IFP Advisors Inc | 23,451 | $1.47M | 0.0% | +261.0% | 0.045% | |
| 7/24/2025 | Leo Wealth LLC | 267,931 | $16.77M | 1.3% | N/A | 0.516% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 66,231 | $4.15M | 0.4% | +1.4% | 0.128% | |
| 7/23/2025 | Ignite Planners LLC | 6,411 | $406K | 0.1% | -16.3% | 0.012% | |
| 7/23/2025 | Valmark Advisers Inc. | 8,763 | $548K | 0.0% | +100.8% | 0.017% | |
| 7/23/2025 | WESPAC Advisors LLC | 5,745 | $360K | 0.3% | +3.6% | 0.011% | |
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| 7/23/2025 | Secured Retirement Advisors LLC | 29,759 | $1.86M | 1.1% | -41.6% | 0.057% | |
| 7/23/2025 | Penney Financial LLC | 57,198 | $3.58M | 1.8% | -5.6% | 0.110% | |
| 7/23/2025 | HTG Investment Advisors Inc. | 242,683 | $15.19M | 5.6% | +9.5% | 0.468% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 13,442 | $841K | 0.0% | N/A | 0.026% | |
| 7/22/2025 | DAVENPORT & Co LLC | 28,629 | $1.79M | 0.0% | +18.8% | 0.055% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 5,839 | $365K | 0.0% | N/A | 0.011% | |
| 7/22/2025 | JSF Financial LLC | 10,134 | $634K | 0.2% | +21.9% | 0.020% | |
| 7/22/2025 | Simplicity Wealth LLC | 10,848 | $679K | 0.0% | N/A | 0.021% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 143,068 | $8.95M | 3.3% | +25.1% | 0.276% | |
| 7/22/2025 | Apexium Financial LP | 78,491 | $4.91M | 0.3% | +120.1% | 0.151% | |
