| 8/8/2025 | Rockefeller Capital Management L.P. | 17,874 | $1.54M | 0.0% | -39.1% | 0.024% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 33,842 | $2.91M | 0.0% | +11.4% | 0.045% | |
| 8/8/2025 | Keyvantage Wealth LLC | 164,064 | $14.12M | 6.3% | +5.2% | 0.216% | |
| 8/8/2025 | Cetera Investment Advisers | 298,238 | $25.67M | 0.0% | +20.1% | 0.393% | |
| 8/8/2025 | Creative Planning | 3,055 | $263K | 0.0% | -3.8% | 0.004% | |
| 8/8/2025 | Nixon Peabody Trust Co. | 29,053 | $2.50M | 0.2% | +45.2% | 0.038% | |
| 8/8/2025 | Intrua Financial LLC | 4,936 | $425K | 0.1% | +10.2% | 0.007% | |
| 8/8/2025 | Good Life Advisors LLC | 99,003 | $8.52M | 0.5% | +12.7% | 0.131% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 169,217 | $14.57M | 0.0% | +11.6% | 0.223% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 29,150 | $2.51M | 2.0% | +37.4% | 0.038% | |
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| 8/7/2025 | Fagan Associates Inc. | 4,652 | $400K | 0.1% | +4.8% | 0.006% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 7,433 | $640K | 0.3% | +3.8% | 0.010% | |
| 8/7/2025 | Nwam LLC | 5,192 | $457K | 0.0% | +8.3% | 0.007% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 4,691 | $404K | 0.1% | N/A | 0.006% | |
| 8/6/2025 | Prospera Financial Services Inc | 42,910 | $3.69M | 0.1% | +3.2% | 0.057% | |
| 8/6/2025 | AE Wealth Management LLC | 934 | $80K | 0.0% | +240.9% | 0.001% | |
| 8/6/2025 | Wedbush Securities Inc. | 6,063 | $522K | 0.0% | +6.0% | 0.008% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,100,250 | $94.70M | 1.4% | +162.1% | 1.452% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 1,434,332 | $123.45M | 0.2% | +21.2% | 1.892% | |
| 8/6/2025 | Centerpoint Advisory Group | 64,239 | $5.53M | 4.8% | -6.7% | 0.085% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 3,288 | $283K | 0.0% | -39.9% | 0.004% | |
| 8/5/2025 | Bank of New York Mellon Corp | 509,168 | $43.82M | 0.0% | +0.9% | 0.672% | |
| 8/5/2025 | Bank of Montreal Can | 17,378 | $1.50M | 0.0% | N/A | 0.023% | |
| 8/5/2025 | Sigma Planning Corp | 17,591 | $1.51M | 0.0% | +7.9% | 0.023% | |
| 8/5/2025 | Aurdan Capital Management LLC | 38,095 | $3.28M | 1.1% | +25.1% | 0.050% | |
| 8/5/2025 | 5T Wealth LLC | 25,011 | $2.15M | 1.0% | -2.3% | 0.033% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 38,411 | $3.31M | 0.5% | +12.7% | 0.051% | |
| 8/4/2025 | IFG Advisory LLC | 49,781 | $4.29M | 0.2% | +163.7% | 0.066% | |
| 8/4/2025 | Savvy Advisors Inc. | 4,987 | $429K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Arkadios Wealth Advisors | 3,277 | $282K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 20,614 | $1.77M | 0.1% | -77.6% | 0.027% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 356,989 | $30.73M | 1.2% | +9.9% | 0.471% | |
| 8/1/2025 | Motco | 39,605 | $3.50M | 0.3% | N/A | 0.052% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 2,366 | $204K | 0.2% | N/A | 0.003% | |
| 8/1/2025 | GGM Financials LLC | 556,436 | $47.89M | 9.4% | +4.4% | 0.734% | |
| 8/1/2025 | Private Wealth Partners LLC | 21,350 | $1.84M | 0.1% | -43.7% | 0.028% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 25,560 | $2.20M | 0.1% | +0.5% | 0.034% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 912,802 | $78.57M | 0.0% | -14.0% | 1.204% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 19,865 | $1.71M | 0.3% | -5.7% | 0.026% | |
| 7/31/2025 | MN Wealth Advisors LLC | 117,637 | $10.13M | 5.9% | +4.2% | 0.155% | |
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| 7/31/2025 | Moloney Securities Asset Management LLC | 20,107 | $1.73M | 0.2% | N/A | 0.027% | |
| 7/31/2025 | Carnegie Investment Counsel | 16,003 | $1.38M | 0.0% | -5.4% | 0.021% | |
| 7/31/2025 | Gill Capital Partners LLC | 2,353 | $203K | 0.1% | N/A | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 96,902 | $8.34M | 0.4% | +3.4% | 0.128% | |
| 7/30/2025 | D.A. Davidson & CO. | 144,104 | $12.40M | 0.1% | -3.1% | 0.190% | |
| 7/30/2025 | Advantage Trust Co | 272,979 | $23.50M | 11.6% | +0.3% | 0.360% | |
| 7/30/2025 | Drive Wealth Management LLC | 10,546 | $908K | 0.2% | +93.9% | 0.014% | |
| 7/30/2025 | Crewe Advisors LLC | 1,771 | $152K | 0.0% | +103.6% | 0.002% | |
| 7/30/2025 | WBH Advisory Inc. | 15,860 | $1.37M | 0.1% | N/A | 0.021% | |
| 7/29/2025 | Stephens Inc. AR | 55,281 | $4.76M | 0.1% | +19.3% | 0.073% | |
| 7/29/2025 | Goldstein Advisors LLC | 654,261 | $56.31M | 7.6% | -8.3% | 0.863% | |
| 7/29/2025 | International Assets Investment Management LLC | 4,223 | $363K | 0.0% | +50.8% | 0.006% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 37,507 | $3.23M | 0.1% | +60.0% | 0.049% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 477,584 | $41.11M | 0.6% | +7.8% | 0.630% | |
| 7/29/2025 | Private Trust Co. NA | 6,635 | $571K | 0.1% | +22.7% | 0.009% | |
| 7/29/2025 | Empirical Asset Management LLC | 2,594 | $223K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 15,621 | $1.34M | 0.1% | N/A | 0.021% | |
| 7/28/2025 | Harbour Investments Inc. | 3,766 | $324K | 0.0% | -38.3% | 0.005% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 182,309 | $15.69M | 2.6% | +7.0% | 0.241% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 12,849 | $1.11M | 0.0% | -52.1% | 0.017% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,964 | $1.55M | 0.0% | +19.9% | 0.024% | |
| 7/25/2025 | MGO One Seven LLC | 60,959 | $5.25M | 0.2% | +64.2% | 0.080% | |
| 7/25/2025 | Bill Few Associates Inc. | 15,913 | $1.37M | 0.4% | N/A | 0.021% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 56,783 | $4.89M | 2.6% | +6.3% | 0.075% | |
| 7/25/2025 | CWM LLC | 1,434,707 | $123.49M | 0.4% | +7.5% | 1.893% | |
| 7/24/2025 | rebel Financial LLC | 38,379 | $3.30M | 1.5% | N/A | 0.051% | |
| 7/24/2025 | IFP Advisors Inc | 37,362 | $3.22M | 0.1% | +18.2% | 0.049% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 21,267 | $1.83M | 1.5% | +252.4% | 0.028% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 15,219 | $1.31M | 0.1% | +11.3% | 0.020% | |
| 7/23/2025 | Ignite Planners LLC | 7,646 | $666K | 0.1% | +10.0% | 0.010% | |
| 7/23/2025 | Valmark Advisers Inc. | 9,116 | $785K | 0.0% | N/A | 0.012% | |
| 7/23/2025 | True Vision MN LLC | 5,466 | $470K | 0.3% | -29.9% | 0.007% | |
| 7/22/2025 | Belpointe Asset Management LLC | 25,313 | $2.18M | 0.1% | +0.9% | 0.033% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 7,968 | $686K | 0.0% | +4.4% | 0.011% | |
| 7/22/2025 | DAVENPORT & Co LLC | 4,276 | $368K | 0.0% | +12.4% | 0.006% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 40,952 | $3.53M | 0.1% | +4.5% | 0.054% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 6,811 | $586K | 0.3% | +33.5% | 0.009% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 10,427 | $898K | 0.3% | +21.8% | 0.014% | |
| 7/21/2025 | Ascent Group LLC | 18,988 | $1.63M | 0.1% | +19.7% | 0.025% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,488 | $214K | 0.0% | -72.9% | 0.003% | |
| 7/21/2025 | Triad Wealth Partners LLC | 29,144 | $2.51M | 0.5% | +179.6% | 0.038% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 47,644 | $4.10M | 0.5% | -5.4% | 0.063% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 32,894 | $2.83M | 0.0% | N/A | 0.044% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 9,661 | $832K | 0.4% | +39.5% | 0.013% | |
| 7/18/2025 | PFG Investments LLC | 2,492 | $214K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 62,601 | $5.39M | 0.0% | +6.6% | 0.083% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 41,413 | $3.56M | 2.2% | N/A | 0.055% | |
| 7/17/2025 | LexAurum Advisors LLC | 50,919 | $4.38M | 0.7% | +24.6% | 0.068% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,487,290 | $128.01M | 0.3% | +16.0% | 1.976% | |
| 7/17/2025 | Venture Visionary Partners LLC | 208,850 | $17.98M | 0.7% | +9.5% | 0.278% | |
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| 7/17/2025 | Greenbush Financial Group LLC | 105,408 | $9.07M | 4.0% | -11.2% | 0.140% | |
| 7/17/2025 | Wagner Wealth Management LLC | 184,640 | $15.89M | 3.6% | +9.0% | 0.245% | |
| 7/17/2025 | Avior Wealth Management LLC | 849,065 | $73.08M | 2.5% | +7.9% | 1.128% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 17,410 | $1.50M | 3.5% | -83.4% | 0.023% | |
| 7/16/2025 | ORG Partners LLC | 12,977 | $1.10M | 0.2% | N/A | 0.017% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 344,487 | $29.65M | 2.1% | +35.7% | 0.458% | |
| 7/16/2025 | Cambridge Advisors Inc. | 15,478 | $1.33M | 0.3% | -5.0% | 0.021% | |
| 7/16/2025 | Blue Oak Capital LLC | 32,881 | $2.83M | 1.5% | +1.5% | 0.044% | |
| 7/16/2025 | Steph & Co. | 480,283 | $41.34M | 13.4% | +0.7% | 0.638% | |
| 7/16/2025 | Perigon Wealth Management LLC | 54,675 | $4.71M | 0.1% | +9.3% | 0.073% | |
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