| 8/1/2025 | Winebrenner Capital Management LLC | 23,579 | $1.20M | 1.0% | +406.6% | 0.005% | |
| 8/1/2025 | Mendel Money Management | 44,685 | $2.27M | 1.0% | +1.5% | 0.010% | |
| 8/1/2025 | Providence First Trust Co | 4,974 | $252K | 0.1% | N/A | 0.001% | |
| 8/1/2025 | Rossby Financial LCC | 42,611 | $2.16M | 0.8% | +2.0% | 0.009% | |
| 8/1/2025 | Facet Wealth Inc. | 19,731 | $1.00M | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Wealth Watch Advisors INC | 5,000 | $254K | 0.1% | N/A | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 597 | $30K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Brookwood Investment Group LLC | 6,409 | $325K | 0.1% | N/A | 0.001% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 24,771 | $1.26M | 0.2% | -18.3% | 0.005% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 64,681 | $3.28M | 0.1% | -1.1% | 0.014% | |
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| 8/1/2025 | Bolthouse Investments LLC | 13,787 | $700K | 0.7% | -71.3% | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,175,251 | $364.14M | 0.1% | +6.6% | 1.581% | |
| 7/31/2025 | Orion Capital Management LLC | 258,619 | $13.13M | 5.0% | +30.6% | 0.057% | |
| 7/31/2025 | Pullen Investment Management LLC | 30,294 | $1.54M | 0.9% | +9.6% | 0.007% | |
| 7/31/2025 | Darden Wealth Group Inc | 31,933 | $1.62M | 1.0% | +28.6% | 0.007% | |
| 7/31/2025 | Whipplewood Advisors LLC | 136,660 | $6.94M | 3.8% | +310,490.9% | 0.030% | |
| 7/31/2025 | Interchange Capital Partners LLC | 331,350 | $16.82M | 3.9% | N/A | 0.073% | |
| 7/31/2025 | Brighton Jones LLC | 9,465 | $480K | 0.0% | N/A | 0.002% | |
| 7/31/2025 | Waldron Private Wealth LLC | 533,201 | $27.06M | 1.2% | +13.4% | 0.117% | |
| 7/31/2025 | Leavell Investment Management Inc. | 34,517 | $1.75M | 0.1% | +248.9% | 0.008% | |
| 7/31/2025 | Mason & Associates Inc | 230,535 | $11.70M | 2.7% | +0.3% | 0.051% | |
| 7/31/2025 | Guardian Financial Partners LLC | 132,052 | $6.70M | 3.0% | +4.3% | 0.029% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 7,517 | $381K | 0.0% | +4.9% | 0.002% | |
| 7/31/2025 | Leelyn Smith LLC | 14,461 | $734K | 0.1% | -1.8% | 0.003% | |
| 7/31/2025 | Carrera Capital Advisors | 220,813 | $11.21M | 2.3% | N/A | 0.049% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 3,925,010 | $199.19M | 13.0% | -6.5% | 0.865% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 7,039 | $357K | 0.0% | +31.9% | 0.002% | |
| 7/31/2025 | CAP Partners LLC | 14,710 | $747K | 0.5% | +21.1% | 0.003% | |
| 7/30/2025 | KPP Advisory Services LLC | 34,090 | $1.73M | 0.3% | +12.0% | 0.008% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 24,842 | $1.26M | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Cornerstone Advisory LLC | 503,645 | $25.56M | 2.7% | +1.1% | 0.111% | |
| 7/30/2025 | Paragon Advisors LLC | 177,501 | $9.01M | 2.4% | -35.9% | 0.039% | |
| 7/30/2025 | Bleakley Financial Group LLC | 28,001 | $1.42M | 0.0% | -8.6% | 0.006% | |
| 7/30/2025 | Castle Wealth Management LLC | 59,836 | $3.04M | 1.1% | +256.8% | 0.013% | |
| 7/30/2025 | Strategic Blueprint LLC | 194,983 | $9.90M | 0.5% | +5.6% | 0.043% | |
| 7/30/2025 | Principle Wealth Partners LLC | 7,630 | $387K | 0.0% | +65.2% | 0.002% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,440 | $530K | 0.2% | +19.3% | 0.002% | |
| 7/30/2025 | Pacific Wealth Management | 259,886 | $13.19M | 6.5% | -0.8% | 0.057% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 34,303 | $1.74M | 0.7% | -37.1% | 0.008% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 417,158 | $21.17M | 1.3% | +210.9% | 0.092% | |
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| 7/30/2025 | Onyx Bridge Wealth Group LLC | 19,893 | $1.01M | 0.1% | N/A | 0.004% | |
| 7/30/2025 | Brookstone Capital Management | 1,667,268 | $84.61M | 1.1% | +1.2% | 0.368% | |
| 7/30/2025 | BTS Asset Management Inc. | 8,906 | $452K | 0.5% | -2.5% | 0.002% | |
| 7/30/2025 | Divergent Planning LLC | 382,574 | $19.35M | 3.5% | +5.1% | 0.084% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 631,985 | $32.07M | 3.3% | -0.2% | 0.139% | |
| 7/30/2025 | Atlantic Edge Private Wealth Management LLC | 307,937 | $15.63M | 4.3% | N/A | 0.068% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 18,234 | $925K | 0.0% | +14.9% | 0.004% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 117,310 | $5.95M | 1.3% | +29.5% | 0.026% | |
| 7/30/2025 | Bogart Wealth LLC | 352,191 | $17.87M | 0.8% | -48.7% | 0.078% | |
| 7/30/2025 | Nottingham Advisors Inc. | 533,879 | $27.09M | 4.0% | -4.9% | 0.118% | |
| 7/30/2025 | Crewe Advisors LLC | 5,534 | $281K | 0.0% | +204.6% | 0.001% | |
| 7/29/2025 | Members Advisory Group LLC | 407,042 | $20.66M | 7.8% | -4.1% | 0.090% | |
| 7/29/2025 | Stephens Inc. AR | 135,480 | $6.88M | 0.1% | +3.3% | 0.030% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 129,059 | $6.55M | 1.2% | +29.5% | 0.028% | |
| 7/29/2025 | Planned Solutions Inc. | 8,740 | $444K | 0.2% | +29.4% | 0.002% | |
| 7/29/2025 | SAM Advisors LLC | 13,075 | $664K | 0.2% | -13.4% | 0.003% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 15,688 | $796K | 0.1% | -14.7% | 0.003% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 195,638 | $9.93M | 2.7% | +0.2% | 0.043% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 35,978 | $1.83M | 0.1% | -5.2% | 0.008% | |
| 7/29/2025 | Foster & Motley Inc. | 439,275 | $22.29M | 1.3% | +74.7% | 0.097% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 31,267 | $1.59M | 0.7% | +290.1% | 0.007% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 499,946 | $25.37M | 0.3% | -0.9% | 0.110% | |
| 7/29/2025 | Private Trust Co. NA | 15,699 | $797K | 0.1% | +67.8% | 0.003% | |
| 7/29/2025 | Mattson Financial Services LLC | 73,059 | $3.71M | 1.0% | +3.6% | 0.016% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 116,240 | $5.90M | 4.1% | -1.1% | 0.026% | |
| 7/28/2025 | Interchange Capital Partners LLC | 14,753 | $749K | 0.7% | N/A | 0.003% | |
| 7/28/2025 | Mutual Advisors LLC | 243,925 | $12.37M | 0.3% | +5.9% | 0.054% | |
| 7/28/2025 | Harbour Investments Inc. | 183,007 | $9.29M | 0.2% | +6.6% | 0.040% | |
| 7/28/2025 | Innova Wealth Partners | 77,660 | $3.94M | 2.3% | +16.2% | 0.017% | |
| 7/28/2025 | J.Safra Asset Management Corp | 79,452 | $4.03M | 0.3% | +6.7% | 0.018% | |
| 7/28/2025 | Courier Capital LLC | 168,900 | $8.57M | 0.5% | +19.5% | 0.037% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 30,066 | $1.53M | 0.0% | +152.1% | 0.007% | |
| 7/28/2025 | RFG Advisory LLC | 393,044 | $19.95M | 0.5% | -66.2% | 0.087% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 25,786 | $1.31M | 0.0% | +10.7% | 0.006% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 126,264 | $6.41M | 0.5% | -1.1% | 0.028% | |
| 7/25/2025 | Community Bank N.A. | 30,997 | $1.57M | 0.2% | -22.7% | 0.007% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 121,021 | $6.13M | 0.1% | -69.3% | 0.027% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 120,741 | $6.13M | 0.0% | -1.0% | 0.027% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 132,103 | $6.70M | 1.9% | +200.2% | 0.029% | |
| 7/25/2025 | M.E. Allison & CO. Inc. | 63,244 | $3.21M | 2.6% | -4.6% | 0.014% | |
| 7/25/2025 | MGO One Seven LLC | 462,002 | $23.45M | 0.8% | -4.5% | 0.102% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 15,400 | $782K | 0.0% | +26.2% | 0.003% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 29,151 | $1.48M | 0.2% | -42.6% | 0.006% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 109,839 | $5.57M | 2.9% | -10.1% | 0.024% | |
| 7/25/2025 | SPC Financial Inc. | 536,057 | $27.21M | 2.3% | +0.8% | 0.119% | |
| 7/25/2025 | CWM LLC | 5,581 | $283K | 0.0% | -23.5% | 0.001% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 16,506 | $838K | 0.3% | +1.8% | 0.004% | |
| 7/25/2025 | Muirfield Wealth Advisors LLC | 11,038 | $560K | 0.4% | +7.1% | 0.002% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 284,624 | $14.45M | 0.3% | +18.8% | 0.063% | |
| 7/25/2025 | waypoint wealth counsel | 73,792 | $3.75M | 1.9% | -60.4% | 0.016% | |
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| 7/25/2025 | Apollon Financial LLC | 107,819 | $5.47M | 1.1% | +8.3% | 0.024% | |
| 7/25/2025 | Apollon Wealth Management LLC | 217,696 | $11.05M | 0.2% | -12.8% | 0.048% | |
| 7/24/2025 | Financial Connections Group Inc. | 4,449 | $225K | 0.1% | N/A | 0.001% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 12,625 | $639K | 0.1% | N/A | 0.003% | |
| 7/24/2025 | Blue Trust Inc. | 407,315 | $20.67M | 0.2% | +9.9% | 0.090% | |
| 7/24/2025 | Fourpath Capital Management LLC | 6,881 | $349K | 0.1% | -34.0% | 0.002% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 30,216 | $1.53M | 0.0% | -39.5% | 0.007% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 13,451 | $683K | 0.3% | +86.7% | 0.003% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 9,747 | $495K | 0.0% | +3.3% | 0.002% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 134,010 | $6.80M | 0.7% | +18.9% | 0.030% | |
