| 7/25/2025 | Priebe Wealth Holdings LLC | 3,353 | $205K | 0.2% | N/A | 0.005% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 87,275 | $5.43M | 0.1% | +33.6% | 0.130% | |
| 7/25/2025 | MGO One Seven LLC | 22,454 | $1.37M | 0.0% | -48.1% | 0.033% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 33,690 | $2.06M | 0.0% | +30.0% | 0.050% | |
| 7/24/2025 | IFP Advisors Inc | 739 | $45K | 0.0% | +46.3% | 0.001% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 21,379 | $1.31M | 1.1% | -15.9% | 0.032% | |
| 7/23/2025 | Valmark Advisers Inc. | 38,474 | $2.35M | 0.0% | +2.2% | 0.057% | |
| 7/23/2025 | KPP Advisory Services LLC | 266,086 | $16.27M | 4.1% | +10.9% | 0.395% | |
| 7/22/2025 | D.B. Root & Company LLC | 21,079 | $1.29M | 0.4% | -15.1% | 0.031% | |
| 7/22/2025 | DAVENPORT & Co LLC | 42,577 | $2.60M | 0.0% | +16.2% | 0.063% | |
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| 7/22/2025 | Grimes & Company Inc. | 78,057 | $4.77M | 0.1% | -0.3% | 0.116% | |
| 7/22/2025 | Simplicity Wealth LLC | 69,144 | $4.23M | 0.2% | +289.7% | 0.103% | |
| 7/21/2025 | Ameriflex Group Inc. | 1,057 | $64K | 0.0% | -53.6% | 0.002% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 88,637 | $5.42M | 0.6% | -6.5% | 0.132% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 32,150 | $1.97M | 0.1% | -1.6% | 0.048% | |
| 7/18/2025 | Foundry Financial Group Inc. | 5,451 | $333K | 0.2% | -94.2% | 0.008% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 98,932 | $6.05M | 1.4% | N/A | 0.147% | |
| 7/18/2025 | Wetzel Investment Advisors Inc. | 41,995 | $2.57M | 1.2% | N/A | 0.062% | |
| 7/18/2025 | Cooper Financial Group | 32,247 | $1.97M | 0.2% | -3.0% | 0.048% | |
| 7/18/2025 | Truist Financial Corp | 48,117 | $2.94M | 0.0% | -85.9% | 0.071% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 4,745 | $290K | 0.1% | N/A | 0.007% | |
| 7/17/2025 | HB Wealth Management LLC | 10,439 | $638K | 0.0% | -5.5% | 0.016% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 8,041 | $492K | 0.0% | +31.2% | 0.012% | |
| 7/17/2025 | Smith Anglin Financial LLC | 31,097 | $1.90M | 0.2% | -17.9% | 0.046% | |
| 7/17/2025 | ERn Financial LLC | 57,401 | $3.51M | 0.7% | -73.7% | 0.085% | |
| 7/17/2025 | Avior Wealth Management LLC | 4,224 | $258K | 0.0% | -6.8% | 0.006% | |
| 7/16/2025 | ORG Partners LLC | 3,365 | $208K | 0.0% | +300.1% | 0.005% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 27,146 | $1.66M | 1.1% | +8.9% | 0.040% | |
| 7/16/2025 | Perigon Wealth Management LLC | 24,382 | $1.49M | 0.0% | +5.7% | 0.036% | |
| 7/15/2025 | FMA Wealth Management LLC | 83,664 | $5.11M | 3.8% | +0.3% | 0.125% | |
| 7/15/2025 | Avaii Wealth Management LLC | 21,411 | $1.31M | 0.6% | -2.4% | 0.032% | |
| 7/15/2025 | Signet Financial Management LLC | 5,891 | $360K | 0.0% | -29.8% | 0.009% | |
| 7/15/2025 | Financial Management Professionals Inc. | 870,301 | $53.20M | 6.0% | +4.7% | 1.295% | |
| 7/14/2025 | Flagstar Advisors Inc. | 45,950 | $2.81M | 0.8% | -3.3% | 0.068% | |
| 7/14/2025 | Enzi Wealth | 606,832 | $37.62M | 13.8% | -0.7% | 0.902% | |
| 7/11/2025 | Farther Finance Advisors LLC | 35,213 | $2.15M | 0.0% | +77.5% | 0.052% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 422,933 | $25.85M | 0.8% | +2.1% | 0.626% | |
| 7/9/2025 | Balefire LLC | 3,722 | $228K | 0.0% | N/A | 0.006% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 100,717 | $6.16M | 0.4% | -6.7% | 0.149% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 8,841 | $540K | 0.2% | -11.5% | 0.013% | |
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| 7/8/2025 | Elevation Wealth Partners LLC | 30,834 | $1.89M | 0.7% | +34.0% | 0.046% | |
| 7/8/2025 | Choice Wealth Advisors LLC | 198,734 | $12.15M | 5.5% | -0.4% | 0.294% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 205,511 | $12.56M | 1.7% | -1.5% | 0.304% | |
| 7/8/2025 | Granite Bay Wealth Management LLC | 129,293 | $7.90M | 2.5% | +14.8% | 0.192% | |
| 5/28/2025 | Jones Financial Companies Lllp | 796,488 | $45.36M | 0.0% | +50.3% | 1.178% | |
| 5/20/2025 | Focus Partners Wealth | 413,535 | $23.70M | 0.1% | -52.5% | 0.613% | |
| 5/16/2025 | Jones Financial Companies Lllp | 39,234 | $2.25M | 0.0% | -92.6% | 0.058% | |
| 5/16/2025 | NewEdge Advisors LLC | 68,313 | $3.91M | 0.0% | -20.5% | 0.101% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 186,824 | $10.71M | 0.1% | +14.3% | 0.277% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 36,561 | $2.10M | 1.0% | -20.6% | 0.054% | |
| 5/15/2025 | Royal Bank of Canada | 1,483,348 | $85.00M | 0.0% | +0.6% | 2.198% | |
| 5/15/2025 | Betterment LLC | 21,825 | $1.25M | 0.0% | +3.6% | 0.032% | |
| 5/15/2025 | OLD Mission Capital LLC | 4,034 | $231K | 0.0% | N/A | 0.006% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 3,316,810 | $190.05M | 0.2% | -0.7% | 4.914% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 175,505 | $10.52M | 4.2% | -5.7% | 0.260% | |
| 5/15/2025 | WPG Advisers LLC | 59,824 | $3.43M | 3.2% | N/A | 0.089% | |
| 5/15/2025 | Graney & King LLC | 60,305 | $3.46M | 2.6% | +7.7% | 0.089% | |
| 5/14/2025 | Comerica Bank | 31,690 | $1.82M | 0.0% | +26.8% | 0.047% | |
| 5/14/2025 | Freedom Investment Management Inc. | 60,432 | $3.46M | 0.3% | -3.1% | 0.090% | |
| 5/14/2025 | Synovus Financial Corp | 263,326 | $15.09M | 0.2% | +0.7% | 0.390% | |
| 5/14/2025 | SVB Wealth LLC | 504 | $29K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,649,521 | $94.52M | 0.1% | -4.9% | 2.444% | |
| 5/14/2025 | Kestra Advisory Services LLC | 107,829 | $6.18M | 0.0% | +1.9% | 0.160% | |
| 5/14/2025 | D.B. Root & Company LLC | 24,816 | $1.42M | 0.5% | -20.7% | 0.037% | |
| 5/14/2025 | Ameriprise Financial Inc. | 4,734,347 | $270.96M | 0.1% | -4.9% | 7.014% | |
| 5/14/2025 | CW Advisors LLC | 7,478 | $430K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Flow Traders U.S. LLC | 21,264 | $1.22M | 0.1% | N/A | 0.032% | |
| 5/14/2025 | Venture Visionary Partners LLC | 4,055 | $232K | 0.0% | -75.0% | 0.006% | |
| 5/13/2025 | Tyler Stone Wealth Management | 11,924 | $683K | 0.1% | -5.4% | 0.018% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,269,476 | $130.04M | 0.0% | +12.5% | 3.362% | |
| 5/13/2025 | HighTower Advisors LLC | 4,783 | $274K | 0.0% | +37.6% | 0.007% | |
| 5/12/2025 | Linscomb Wealth Inc. | 67,094 | $3.84M | 0.2% | +9.1% | 0.099% | |
| 5/12/2025 | Cooper Financial Group | 33,250 | $1.91M | 0.3% | -6.4% | 0.049% | |
| 5/12/2025 | Benjamin Edwards Inc. | 16,800 | $963K | 0.0% | +38.8% | 0.025% | |
| 5/12/2025 | AlphaCore Capital LLC | 83,380 | $4.78M | 0.4% | N/A | 0.124% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 55,011 | $3.15M | 0.1% | +36.2% | 0.081% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 65,321 | $3.74M | 0.0% | +2.9% | 0.097% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 5,485 | $314K | 0.0% | +31.7% | 0.008% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,862,626 | $106.73M | 0.2% | +2.1% | 2.759% | |
| 5/8/2025 | MONECO Advisors LLC | 26,398 | $1.51M | 0.2% | +4.4% | 0.039% | |
| 5/8/2025 | MGO One Seven LLC | 43,225 | $2.48M | 0.1% | +4.8% | 0.064% | |
| 5/8/2025 | Atlas Wealth LLC | 65,550 | $3.76M | 1.5% | +46.7% | 0.097% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 3,748 | $215K | 0.1% | N/A | 0.006% | |
| 5/8/2025 | Arkadios Wealth Advisors | 46,815 | $2.68M | 0.1% | +32.8% | 0.069% | |
| 5/8/2025 | Independence Financial Advisors LLC | 8,133 | $466K | 0.2% | N/A | 0.012% | |
| 5/7/2025 | Vantage Financial Partners LLC | 13,558 | $777K | 0.2% | +154.6% | 0.020% | |
| 5/7/2025 | LPL Financial LLC | 4,223,299 | $242.00M | 0.1% | -7.5% | 6.257% | |
| 5/6/2025 | Assetmark Inc. | 8,156 | $467K | 0.0% | +33.0% | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 585,915 | $33.57M | 0.1% | -17.6% | 0.868% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 591,762 | $33.91M | 0.2% | +1.1% | 0.877% | |
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| 5/6/2025 | Gilbert & Cook Inc. | 859,667 | $49.26M | 7.1% | +24.0% | 1.274% | |
| 5/6/2025 | FreeGulliver LLC | 22,390 | $1.28M | 0.6% | -73.7% | 0.033% | |
| 5/6/2025 | SpringVest Wealth Management LLC | 25,406 | $1.46M | 1.2% | +4.3% | 0.038% | |
| 5/6/2025 | Forge Financial Services LLC | 93,406 | $5.35M | 4.7% | -1.1% | 0.138% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 64,143 | $3.68M | 1.7% | -5.6% | 0.095% | |
| 5/6/2025 | PFG Advisors | 74,115 | $4.25M | 0.2% | +6.7% | 0.110% | |
| 5/5/2025 | Foundry Financial Group Inc. | 93,468 | $5.36M | 3.3% | -10.5% | 0.138% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 86,711 | $4.97M | 0.1% | +6.3% | 0.128% | |
| 5/5/2025 | Private Advisor Group LLC | 1,126,036 | $64.52M | 0.4% | +3.6% | 1.668% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 33,339 | $1.91M | 0.0% | +75.9% | 0.049% | |
