| 8/7/2025 | Weil Company Inc. | 2,135 | $264K | 0.1% | -12.5% | 0.003% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 6,590 | $814K | 0.4% | -27.2% | 0.011% | |
| 8/7/2025 | Midland Wealth Advisors LLC | 599,218 | $74.05M | 4.1% | +2.2% | 0.969% | |
| 8/7/2025 | Future Fund LLC | 19,662 | $2.43M | 1.1% | N/A | 0.032% | |
| 8/7/2025 | Midwest Trust Co | 31,517 | $3.90M | 0.1% | N/A | 0.051% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 2,336 | $289K | 0.1% | -26.6% | 0.004% | |
| 8/6/2025 | Prospera Financial Services Inc | 12,837 | $1.59M | 0.0% | -78.3% | 0.021% | |
| 8/6/2025 | AE Wealth Management LLC | 12,789 | $1.58M | 0.0% | -73.1% | 0.021% | |
| 8/6/2025 | Quadrant Private Wealth Management LLC | 18,572 | $2.30M | 0.5% | -16.8% | 0.030% | |
| 8/6/2025 | Destiny Capital Corp CO | 2,688 | $332K | 0.2% | +3.6% | 0.004% | |
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| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 39,452 | $4.88M | 0.3% | -0.8% | 0.064% | |
| 8/6/2025 | Broadview Financial Management LLC | 46,096 | $5.70M | 3.9% | +7.0% | 0.075% | |
| 8/6/2025 | Texas Yale Capital Corp. | 112,117 | $13.86M | 0.5% | -1.7% | 0.181% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 23,745 | $2.93M | 0.2% | +8.2% | 0.038% | |
| 8/6/2025 | Washington Trust Bank | 3,304 | $408K | 0.0% | -3.8% | 0.005% | |
| 8/6/2025 | SouthState Corp | 6,856 | $847K | 0.0% | -7.4% | 0.011% | |
| 8/6/2025 | DDFG Inc | 43,155 | $5.33M | 1.3% | +4.9% | 0.070% | |
| 8/6/2025 | Anchor Capital Advisors LLC | 1,781 | $220K | 0.0% | -52.3% | 0.003% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 3,515 | $434K | 0.0% | +110.0% | 0.006% | |
| 8/6/2025 | First Horizon Advisors Inc. | 9,826 | $1.21M | 0.0% | -9.4% | 0.016% | |
| 8/6/2025 | Csenge Advisory Group | 37,694 | $4.50M | 0.2% | +4.6% | 0.061% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 645 | $80K | 0.0% | -13.4% | 0.001% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 5,434 | $672K | 0.0% | +16.3% | 0.009% | |
| 8/5/2025 | Claro Advisors LLC | 6,766 | $836K | 0.1% | -36.2% | 0.011% | |
| 8/5/2025 | Cassaday & Co Wealth Management LLC | 99,571 | $12.31M | 0.3% | +10.5% | 0.161% | |
| 8/5/2025 | Bank of New York Mellon Corp | 479,986 | $59.32M | 0.0% | +17.0% | 0.776% | |
| 8/5/2025 | Astra Wealth Partners LLC | 28,993 | $3.58M | 2.7% | -22.8% | 0.047% | |
| 8/5/2025 | Bank of Montreal Can | 175,238 | $21.66M | 0.0% | +4.6% | 0.283% | |
| 8/5/2025 | MMA Asset Management LLC | 1,638 | $202K | 0.1% | N/A | 0.003% | |
| 8/5/2025 | Sigma Planning Corp | 20,260 | $2.50M | 0.1% | +23.9% | 0.033% | |
| 8/5/2025 | LTG Capital LLC | 29,197 | $3.61M | 3.1% | -5.3% | 0.047% | |
| 8/5/2025 | Smith Shellnut Wilson LLC ADV | 16,514 | $2.04M | 0.9% | -30.6% | 0.027% | |
| 8/5/2025 | TIAA Trust National Association | 8,975 | $1.11M | 0.0% | -1.6% | 0.015% | |
| 8/5/2025 | Trail Ridge Investment Advisors LLC | 31,123 | $3.88M | 1.9% | -4.2% | 0.050% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 106,052 | $13.11M | 0.6% | -0.5% | 0.171% | |
| 8/4/2025 | Mccarter Private Wealth Services LLC | 1,885 | $233K | 0.1% | N/A | 0.003% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 2,323 | $287K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | FWG Investments LLC. | 3,174 | $392K | 0.3% | N/A | 0.005% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 212,409 | $26.25M | 0.5% | -1.3% | 0.343% | |
| 8/4/2025 | Simon Quick Advisors LLC | 10,584 | $1.31M | 0.1% | -1.2% | 0.017% | |
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| 8/4/2025 | Assetmark Inc. | 1,632 | $202K | 0.0% | -56.1% | 0.003% | |
| 8/4/2025 | Keybank National Association OH | 187,734 | $23.20M | 0.1% | -1.6% | 0.304% | |
| 8/4/2025 | Spire Wealth Management | 4,748 | $587K | 0.0% | -5.6% | 0.008% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,656 | $1.69M | 0.0% | +121.0% | 0.022% | |
| 8/4/2025 | World Investment Advisors | 4,648 | $574K | 0.0% | -97.9% | 0.008% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 3,012 | $372K | 0.2% | -94.7% | 0.005% | |
| 8/4/2025 | Quaker Wealth Management LLC | 217 | $27K | 0.0% | -200.5% | 0.000% | |
| 8/4/2025 | Beirne Wealth Consulting Services LLC | 6,386 | $789K | 0.3% | -5.4% | 0.010% | |
| 8/1/2025 | Purkiss Capital Advisors LLC | 3,380 | $418K | 0.2% | N/A | 0.005% | |
| 8/1/2025 | Centerpoint Advisors LLC | 32,113 | $3.97M | 1.3% | -5.4% | 0.052% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 2,879 | $356K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 4,179 | $516K | 0.0% | -6.0% | 0.007% | |
| 8/1/2025 | First Command Advisory Services Inc. | 4,933 | $610K | 0.0% | -6.8% | 0.008% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 28,715 | $3.55M | 0.1% | -6.0% | 0.046% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,888,341 | $233.36M | 0.1% | -4.6% | 3.053% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 7,743 | $957K | 0.1% | +102.3% | 0.013% | |
| 7/31/2025 | Brighton Jones LLC | 5,042 | $623K | 0.0% | +18.2% | 0.008% | |
| 7/31/2025 | Allied Investment Advisors LLC | 1,784 | $220K | 0.0% | -6.5% | 0.003% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 29,029 | $3.59M | 1.4% | -4.1% | 0.047% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 1,338 | $165K | 0.0% | -34.9% | 0.002% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 2,323 | $287K | 0.0% | -11.4% | 0.004% | |
| 7/31/2025 | Opes Wealth Management LLC | 17,261 | $2.13M | 0.4% | +1.7% | 0.028% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 3,495 | $432K | 0.3% | +55.1% | 0.006% | |
| 7/30/2025 | KPP Advisory Services LLC | 2,618 | $324K | 0.1% | -12.1% | 0.004% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 15,753 | $1.95M | 0.0% | +6.6% | 0.025% | |
| 7/30/2025 | Insight Advisors LLC PA | 1,997 | $247K | 0.0% | -6.6% | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 1,852 | $229K | 0.0% | -75.6% | 0.003% | |
| 7/30/2025 | Sonata Capital Group Inc. | 17,140 | $2.12M | 0.8% | -0.8% | 0.028% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 2,806 | $347K | 0.1% | -33.4% | 0.005% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 217,678 | $26.90M | 1.6% | +3.1% | 0.352% | |
| 7/30/2025 | Members Trust Co | 25,942 | $3.21M | 0.1% | -2.4% | 0.042% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 2,117 | $262K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 4,129 | $510K | 0.0% | -4.1% | 0.007% | |
| 7/30/2025 | Brookstone Capital Management | 2,279 | $282K | 0.0% | +6.2% | 0.004% | |
| 7/30/2025 | Phillips Financial Management LLC | 11,876 | $1.47M | 0.1% | -3.6% | 0.019% | |
| 7/30/2025 | D.A. Davidson & CO. | 954,981 | $118.02M | 0.8% | +3.5% | 1.544% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 831,931 | $102.81M | 1.3% | +12.2% | 1.345% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 138,108 | $17.07M | 3.0% | +12.2% | 0.223% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 27,472 | $3.40M | 0.1% | +6.4% | 0.044% | |
| 7/30/2025 | Bogart Wealth LLC | 1,940 | $240K | 0.0% | +62.6% | 0.003% | |
| 7/30/2025 | Alexis Investment Partners LLC | 5,093 | $629K | 0.3% | -21.2% | 0.008% | |
| 7/30/2025 | WBH Advisory Inc. | 1,893 | $234K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Stephens Inc. AR | 1,779 | $220K | 0.0% | -26.8% | 0.003% | |
| 7/29/2025 | LMG Wealth Partners LLC | 59,110 | $7.31M | 1.5% | +1.5% | 0.096% | |
| 7/29/2025 | Calamos Wealth Management LLC | 2,644 | $327K | 0.0% | +5.9% | 0.004% | |
| 7/29/2025 | Salomon & Ludwin LLC | 105,218 | $13.41M | 1.3% | -2.9% | 0.170% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 3,617 | $447K | 0.0% | +70.1% | 0.006% | |
| 7/29/2025 | BKM Wealth Management LLC | 41,160 | $5.09M | 2.0% | -0.3% | 0.067% | |
| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 18,293 | $2.26M | 0.6% | -1.2% | 0.030% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 36,352 | $4.49M | 0.1% | -18.2% | 0.059% | |
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| 7/29/2025 | Aspiriant LLC | 4,165 | $515K | 0.0% | -9.2% | 0.007% | |
| 7/29/2025 | Lutz Financial Services LLC | 120,569 | $14.90M | 1.2% | -0.6% | 0.195% | |
| 7/29/2025 | Rodgers & Associates LTD | 13,586 | $1.68M | 0.2% | -1.3% | 0.022% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 17,163 | $2.12M | 0.5% | +3.0% | 0.028% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,944 | $1.11M | 0.0% | -7.2% | 0.014% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 3,812 | $471K | 0.1% | -59.4% | 0.006% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 15,339 | $1.90M | 0.1% | -1.6% | 0.025% | |
| 7/29/2025 | Private Trust Co. NA | 4,889 | $604K | 0.1% | -9.8% | 0.008% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 13,398 | $1.66M | 1.3% | -3.1% | 0.022% | |
| 7/28/2025 | Essex LLC | 8,577 | $1.06M | 0.2% | -1.2% | 0.014% | |
