| 7/17/2025 | Alliance Wealth Advisors LLC | 7,852 | $514K | 0.3% | -12.3% | 0.014% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,477,592 | $96.78M | 0.3% | +0.0% | 2.605% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 9,465 | $620K | 0.4% | +6.0% | 0.017% | |
| 7/17/2025 | Avior Wealth Management LLC | 1,061,689 | $69.54M | 2.4% | +4.7% | 1.872% | |
| 7/16/2025 | ORG Partners LLC | 17,585 | $1.17M | 0.2% | N/A | 0.031% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 16,606 | $1.09M | 0.1% | -0.9% | 0.029% | |
| 7/16/2025 | Blue Oak Capital LLC | 38,569 | $2.53M | 1.3% | -2.2% | 0.068% | |
| 7/16/2025 | Steph & Co. | 732,726 | $47.99M | 15.6% | +1.3% | 1.292% | |
| 7/16/2025 | Perigon Wealth Management LLC | 60,011 | $3.93M | 0.1% | +12.5% | 0.106% | |
| 7/15/2025 | Avaii Wealth Management LLC | 6,214 | $407K | 0.2% | -50.2% | 0.011% | |
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| 7/15/2025 | Centerline Wealth Advisors LLC | 127,225 | $8.33M | 4.1% | N/A | 0.224% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 5,122 | $336K | 0.3% | N/A | 0.009% | |
| 7/14/2025 | AdvisorNet Financial Inc | 6,713 | $440K | 0.0% | +10.2% | 0.012% | |
| 7/14/2025 | CRA Financial Services LLC | 4,061 | $266K | 0.0% | +21.7% | 0.007% | |
| 7/14/2025 | Strategic Planning Group LLC | 26,010 | $1.70M | 0.3% | -11.6% | 0.046% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 639,323 | $41.88M | 8.8% | +5.5% | 1.136% | |
| 7/11/2025 | First PREMIER Bank | 4,718 | $309K | 0.1% | N/A | 0.008% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,923 | $650K | 0.0% | -8.5% | 0.018% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 17,971 | $1.18M | 0.1% | -1.7% | 0.032% | |
| 7/11/2025 | CMH Wealth Management LLC | 42,995 | $2.82M | 0.7% | -1.9% | 0.076% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,288 | $84K | 0.0% | +119.0% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 6,175 | $404K | 0.0% | +17.3% | 0.011% | |
| 7/10/2025 | Triangle Securities Wealth Management | 240,257 | $15.74M | 3.9% | +1.0% | 0.427% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 119,988 | $7.86M | 0.1% | +24.5% | 0.213% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,535 | $2.04M | 0.0% | +5.0% | 0.054% | |
| 7/10/2025 | Atticus Wealth Management LLC | 2,207 | $145K | 0.0% | N/A | 0.004% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 25,229 | $1.65M | 0.0% | -8.9% | 0.045% | |
| 7/8/2025 | Prism Advisors Inc. | 221,610 | $14.52M | 4.1% | -5.0% | 0.394% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 25,877 | $1.70M | 0.2% | +1,921.6% | 0.046% | |
| 7/2/2025 | Crumly & Associates Inc. | 40,571 | $2.66M | 0.6% | -41.9% | 0.072% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 5,816 | $381K | 0.0% | +11.6% | 0.010% | |
| 6/6/2025 | Blue Oak Capital LLC | 39,437 | $2.51M | 1.4% | -12.1% | 0.073% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,950 | $187K | 0.0% | +13.7% | 0.006% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,603 | $547K | 0.0% | N/A | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 361,064 | $22.94M | 0.1% | +11.5% | 0.681% | |
| 5/19/2025 | Jane Street Group LLC | 54,295 | $3.45M | 0.0% | -18.2% | 0.102% | |
| 5/16/2025 | Ascent Group LLC | 20,492 | $1.30M | 0.1% | +39.6% | 0.039% | |
| 5/16/2025 | Jones Financial Companies Lllp | 18,457 | $1.17M | 0.0% | -90.0% | 0.035% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,684 | $933K | 0.0% | +1.7% | 0.028% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 101,354 | $6.44M | 0.1% | -0.5% | 0.191% | |
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| 5/15/2025 | Royal Bank of Canada | 548,240 | $34.84M | 0.0% | +72.7% | 1.034% | |
| 5/14/2025 | Triad Wealth Partners LLC | 19,536 | $1.24M | 0.4% | +130.8% | 0.037% | |
| 5/14/2025 | CreativeOne Wealth LLC | 35,571 | $2.26M | 0.1% | -17.0% | 0.067% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 412,633 | $26.22M | 2.0% | +17.5% | 0.778% | |
| 5/14/2025 | Comerica Bank | 6,067 | $385K | 0.0% | +3.5% | 0.011% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,533 | $288K | 0.0% | +440.3% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 470,341 | $29.89M | 0.1% | +17.7% | 0.887% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,162,672 | $137.41M | 0.0% | +51.0% | 4.078% | |
| 5/14/2025 | Capital Analysts LLC | 6,942 | $441K | 0.0% | +117.3% | 0.013% | |
| 5/13/2025 | Tyler Stone Wealth Management | 196,597 | $12.49M | 2.2% | +7.2% | 0.371% | |
| 5/13/2025 | Raymond James Financial Inc. | 909,109 | $57.77M | 0.0% | +74.7% | 1.714% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 536,166 | $34.07M | 0.9% | -4.2% | 1.011% | |
| 5/13/2025 | HighTower Advisors LLC | 59,869 | $3.80M | 0.0% | +10.8% | 0.113% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,040 | $1.27M | 0.0% | -15.0% | 0.038% | |
| 5/12/2025 | JPMorgan Chase & Co. | 13,430,674 | $853.39M | 0.1% | +31.3% | 25.327% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 103,246 | $6.56M | 1.3% | +2.0% | 0.195% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 34,460 | $2.19M | 0.6% | -70.4% | 0.065% | |
| 5/9/2025 | Financial Connections Group Inc. | 10,386 | $621K | 0.3% | +28.6% | 0.020% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 9,045 | $575K | 0.3% | +12.2% | 0.017% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 33,292 | $2.12M | 0.0% | +51.2% | 0.063% | |
| 5/9/2025 | Gill Capital Partners LLC | 112,968 | $7.18M | 2.5% | +506.9% | 0.213% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 966,182 | $61.39M | 0.1% | +27.1% | 1.822% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,032,555 | $65.61M | 0.0% | +1,071.1% | 1.947% | |
| 5/8/2025 | IFG Advisory LLC | 12,493 | $794K | 0.0% | N/A | 0.024% | |
| 5/8/2025 | MONECO Advisors LLC | 8,915 | $566K | 0.1% | +17.3% | 0.017% | |
| 5/8/2025 | BCGM Wealth Management LLC | 135,471 | $8.61M | 2.6% | +42.9% | 0.255% | |
| 5/8/2025 | Harbour Investments Inc. | 62,776 | $3.99M | 0.1% | +2.3% | 0.118% | |
| 5/8/2025 | NorthRock Partners LLC | 722 | $46K | 0.0% | N/A | 0.001% | |
| 5/8/2025 | Arkadios Wealth Advisors | 32,635 | $2.07M | 0.1% | +18.1% | 0.062% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 800 | $51K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | Frontier Asset Management LLC | 16,154 | $1.03M | 0.3% | N/A | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 3,877,878 | $246.40M | 0.1% | +37.0% | 7.313% | |
| 5/7/2025 | Keyvantage Wealth LLC | 194,874 | $12.38M | 6.0% | +1,233.5% | 0.367% | |
| 5/7/2025 | Resolute Wealth Strategies LLC | 166,610 | $10.59M | 5.9% | +167.2% | 0.314% | |
| 5/7/2025 | Intellus Advisors LLC | 449,842 | $28.58M | 5.0% | +1.8% | 0.848% | |
| 5/7/2025 | Denver PWM LLC | 83,872 | $5.33M | 1.9% | +27.6% | 0.158% | |
| 5/6/2025 | Assetmark Inc. | 564 | $36K | 0.0% | -42.2% | 0.001% | |
| 5/6/2025 | Cetera Investment Advisers | 1,125,791 | $71.53M | 0.1% | +15.7% | 2.123% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,458 | $792K | 0.0% | -23.3% | 0.023% | |
| 5/6/2025 | Ignite Planners LLC | 8,369 | $516K | 0.1% | +75.5% | 0.016% | |
| 5/6/2025 | Fagan Associates Inc. | 50,952 | $3.24M | 0.5% | +9.7% | 0.096% | |
| 5/5/2025 | Summit Wealth & Retirement Planning Inc. | 3,178 | $202K | 0.1% | N/A | 0.006% | |
| 5/5/2025 | WNY Asset Management LLC | 437,826 | $27.82M | 3.3% | -0.1% | 0.826% | |
| 5/5/2025 | IFP Advisors Inc | 10,675 | $678K | 0.0% | +2.7% | 0.020% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 156,817 | $9.96M | 3.7% | +4.1% | 0.296% | |
| 5/5/2025 | Private Advisor Group LLC | 148,440 | $9.43M | 0.1% | +22.3% | 0.280% | |
| 5/5/2025 | Nwam LLC | 5,369 | $341K | 0.0% | -22.1% | 0.010% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 34,593 | $2.20M | 0.0% | +33.4% | 0.068% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 3,095,605 | $196.70M | 2.8% | N/A | 6.124% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 12,996 | $826K | 0.1% | -18.0% | 0.026% | |
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| 5/2/2025 | Landaas & Co. WI ADV | 4,368 | $278K | 0.1% | +37.9% | 0.009% | |
| 5/1/2025 | LRI Investments LLC | 18,350 | $1.17M | 0.1% | +103.9% | 0.036% | |
| 5/1/2025 | CWM LLC | 153,413 | $9.75M | 0.0% | +23.6% | 0.303% | |
| 5/1/2025 | Prism Advisors Inc. | 233,182 | $14.82M | 4.6% | N/A | 0.461% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 9,527 | $605K | 0.1% | +27.6% | 0.019% | |
| 5/1/2025 | Country Club Bank | 32,490 | $2.05M | 0.1% | +18.4% | 0.064% | |
| 4/30/2025 | Weil Company Inc. | 63,888 | $4.06M | 1.2% | +133.0% | 0.126% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 20,722 | $1.32M | 0.0% | N/A | 0.041% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 6,754 | $429K | 0.0% | +3.7% | 0.013% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 17,939 | $1.14M | 0.4% | +35.6% | 0.035% | |
