| 8/19/2025 | B. Riley Wealth Advisors Inc. | 29,467 | $1.33M | 0.1% | N/A | 0.022% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 749 | $34K | 0.0% | +302.7% | 0.001% | |
| 8/18/2025 | Kestra Investment Management LLC | 404,973 | $18.24M | 0.5% | -37.0% | 0.304% | |
| 8/15/2025 | Blue Edge Capital LLC | 316,488 | $14.26M | 2.1% | -2.9% | 0.238% | |
| 8/15/2025 | Brown Financial Advisors | 91,056 | $4.10M | 1.6% | -2.0% | 0.068% | |
| 8/15/2025 | Corient Private Wealth LLC | 1,466,571 | $66.07M | 0.1% | +5.9% | 1.102% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 63,457 | $2.86M | 0.6% | +63.8% | 0.048% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 35,891 | $1.62M | 0.0% | -11.4% | 0.027% | |
| 8/15/2025 | MML Investors Services LLC | 242,442 | $10.92M | 0.0% | -5.4% | 0.182% | |
| 8/15/2025 | Modern Wealth Management LLC | 852,442 | $38.40M | 1.0% | +131.2% | 0.640% | |
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| 8/15/2025 | IHT Wealth Management LLC | 29,795 | $1.34M | 0.0% | +6.0% | 0.022% | |
| 8/15/2025 | Bank of America Corp DE | 18,218,672 | $820.75M | 0.1% | +11.6% | 13.685% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,066,906 | $138.16M | 0.0% | +3.2% | 2.304% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 101,411 | $4.57M | 0.4% | -7.7% | 0.076% | |
| 8/14/2025 | Hamilton Capital LLC | 1,968,510 | $88.68M | 4.9% | -43.6% | 1.479% | |
| 8/14/2025 | NewEdge Advisors LLC | 55,479 | $2.50M | 0.0% | +111.6% | 0.042% | |
| 8/14/2025 | Sentinus LLC | 86,466 | $3.90M | 1.0% | +9.7% | 0.065% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 6,395 | $288K | 0.0% | -50.1% | 0.005% | |
| 8/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 139,195 | $6.27M | 1.5% | +10.3% | 0.105% | |
| 8/13/2025 | Veltria Advisors Corp. | 22,772 | $1.03M | 0.7% | N/A | 0.017% | |
| 8/13/2025 | Guggenheim Capital LLC | 399,025 | $17.98M | 0.1% | +50.9% | 0.300% | |
| 8/13/2025 | CW Advisors LLC | 2,631,676 | $118.56M | 1.1% | +3.1% | 1.977% | |
| 8/13/2025 | Nicolet Bankshares Inc. | 12,684 | $571K | 0.1% | N/A | 0.010% | |
| 8/13/2025 | VestGen Advisors LLC | 46,058 | $2.08M | 0.1% | +6.3% | 0.035% | |
| 8/13/2025 | Greenwich Wealth Management LLC | 28,606 | $1.29M | 0.1% | -57.9% | 0.021% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 6,724 | $303K | 0.1% | -23.1% | 0.005% | |
| 8/12/2025 | Richmond Investment Services LLC | 25,780 | $1.16M | 0.2% | +98.6% | 0.019% | |
| 8/12/2025 | Advisors Asset Management Inc. | 18,055 | $813K | 0.0% | +5.8% | 0.014% | |
| 8/12/2025 | One Charles Private Wealth Services LLC | 7,897 | $356K | 0.1% | N/A | 0.006% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 5,271 | $237K | 0.0% | +54.0% | 0.004% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 8,051,033 | $362.70M | 0.1% | +1.6% | 6.047% | |
| 8/12/2025 | MAI Capital Management | 1,074 | $48K | 0.0% | -43.8% | 0.001% | |
| 8/12/2025 | Lionshead Wealth Management LLC | 33,430 | $1.51M | 1.4% | +26.2% | 0.025% | |
| 8/12/2025 | Haverford Financial Services Inc. | 14,359 | $647K | 0.2% | +3.4% | 0.011% | |
| 8/11/2025 | Traub Capital Management LLC | 5,350 | $241K | 0.2% | N/A | 0.004% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 352,672 | $15.89M | 0.0% | +4.2% | 0.267% | |
| 8/8/2025 | Cetera Investment Advisers | 568,642 | $25.62M | 0.0% | +40.2% | 0.431% | |
| 8/8/2025 | Creative Planning | 8,561 | $386K | 0.0% | -9.6% | 0.006% | |
| 8/8/2025 | Good Life Advisors LLC | 25,840 | $1.16M | 0.1% | -16.1% | 0.020% | |
| 8/8/2025 | Symphony Financial Services Inc. | 165,171 | $7.44M | 4.4% | -2.1% | 0.125% | |
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| 8/8/2025 | Bailard Inc. | 1,418,951 | $63.92M | 1.5% | -1.0% | 1.075% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 60,742 | $2.74M | 0.0% | -7.6% | 0.046% | |
| 8/7/2025 | Aspen Wealth Strategies LLC | 16,320 | $735K | 0.4% | -1.7% | 0.012% | |
| 8/7/2025 | Allworth Financial LP | 1,667 | $75K | 0.0% | +198.2% | 0.001% | |
| 8/7/2025 | PFG Advisors | 11,748 | $529K | 0.0% | N/A | 0.009% | |
| 8/7/2025 | FDx Advisors Inc. | 32,604 | $1.47M | 0.4% | -2.0% | 0.025% | |
| 8/6/2025 | Bensler LLC | 9,834 | $443K | 0.0% | -3.4% | 0.007% | |
| 8/6/2025 | AE Wealth Management LLC | 2,912 | $131K | 0.0% | -23.8% | 0.002% | |
| 8/6/2025 | Sage Advisory Services Ltd.Co. | 11,209 | $505K | 0.3% | -6.9% | 0.008% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 236,228 | $10.64M | 4.5% | +14.5% | 0.179% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 20,933 | $943K | 0.3% | +26.5% | 0.016% | |
| 8/5/2025 | Bank of New York Mellon Corp | 974,570 | $43.90M | 0.0% | +4.1% | 0.738% | |
| 8/5/2025 | EPG Wealth Management LLC | 2,494 | $112K | 0.0% | -11.9% | 0.002% | |
| 8/5/2025 | Redwood Wealth Management Group LLC | 41,374 | $1.86M | 0.8% | -1.3% | 0.031% | |
| 8/4/2025 | Atria Investments Inc | 87,364 | $3.94M | 0.0% | +15.0% | 0.066% | |
| 8/4/2025 | Arkadios Wealth Advisors | 9,575 | $431K | 0.0% | +6.7% | 0.007% | |
| 8/4/2025 | Northwest Financial Advisors | 39,069 | $1.76M | 2.5% | -24.7% | 0.030% | |
| 8/1/2025 | Fire Capital Management LLC | 21,908 | $987K | 0.6% | +11.8% | 0.017% | |
| 8/1/2025 | Mendel Money Management | 62,004 | $2.79M | 1.2% | -2.8% | 0.047% | |
| 8/1/2025 | James Investment Research Inc. | 11,764 | $530K | 0.1% | +3.2% | 0.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,510,104 | $113.08M | 0.0% | +21.3% | 1.901% | |
| 7/31/2025 | Interchange Capital Partners LLC | 4,440 | $200K | 0.0% | N/A | 0.003% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 391,173 | $17.62M | 1.1% | +12.4% | 0.296% | |
| 7/31/2025 | Moment Partners LLC | 426,901 | $19.23M | 3.6% | -0.3% | 0.323% | |
| 7/30/2025 | Parcion Private Wealth LLC | 732,374 | $32.99M | 1.7% | -1.1% | 0.555% | |
| 7/30/2025 | Brookstone Capital Management | 305,361 | $13.76M | 0.2% | -2.1% | 0.231% | |
| 7/30/2025 | Divergent Planning LLC | 812,743 | $36.44M | 6.6% | +4.6% | 0.616% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 578,220 | $26.05M | 6.0% | +29.1% | 0.438% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 154,795 | $6.97M | 1.6% | +13.2% | 0.117% | |
| 7/29/2025 | Foster & Motley Inc. | 1,502,474 | $67.69M | 3.9% | +8.7% | 1.138% | |
| 7/29/2025 | Mattson Financial Services LLC | 39,278 | $1.77M | 0.5% | -1.3% | 0.030% | |
| 7/28/2025 | Harbour Investments Inc. | 19,787 | $891K | 0.0% | +82.6% | 0.015% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 132,098 | $5.95M | 0.4% | +1.4% | 0.100% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 21,253 | $957K | 0.1% | +16.8% | 0.016% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,550 | $385K | 0.0% | -80.3% | 0.006% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 276,065 | $12.44M | 0.0% | +37.7% | 0.209% | |
| 7/25/2025 | SPC Financial Inc. | 810,320 | $36.51M | 3.1% | +0.7% | 0.614% | |
| 7/25/2025 | Apollon Wealth Management LLC | 71,210 | $3.21M | 0.1% | -41.9% | 0.054% | |
| 7/24/2025 | Blue Trust Inc. | 33,302 | $1.50M | 0.0% | +29.8% | 0.025% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 7,990 | $360K | 0.2% | -5.1% | 0.006% | |
| 7/24/2025 | IFP Advisors Inc | 2,196 | $99K | 0.0% | -26.8% | 0.002% | |
| 7/24/2025 | Leo Wealth LLC | 392,306 | $17.68M | 1.4% | +174.2% | 0.297% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 26,806 | $1.21M | 0.1% | +13.8% | 0.020% | |
| 7/23/2025 | Valmark Advisers Inc. | 7,690 | $346K | 0.0% | +8.4% | 0.006% | |
| 7/23/2025 | Venturi Wealth Management LLC | 8,590 | $387K | 0.0% | +7.5% | 0.007% | |
| 7/22/2025 | Capital Advisors Inc. OK | 1,084,428 | $48.85M | 0.9% | +0.6% | 0.821% | |
| 7/22/2025 | Belpointe Asset Management LLC | 11,806 | $532K | 0.0% | -17.3% | 0.009% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 91,069 | $4.10M | 2.0% | +213.5% | 0.069% | |
| 7/21/2025 | AIFG Consultants Ltd. | 27,418 | $1.24M | 2.4% | +68.7% | 0.021% | |
| 7/21/2025 | Triad Wealth Partners LLC | 6,716 | $303K | 0.1% | -55.1% | 0.005% | |
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| 7/18/2025 | Impact Capital Partners LLC | 16,925 | $762K | 0.2% | +10.4% | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 489,704 | $22.06M | 0.0% | +1.8% | 0.371% | |
| 7/17/2025 | Asio Capital LLC | 259,653 | $11.70M | 1.9% | +4.0% | 0.197% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 342,544 | $15.43M | 0.0% | +37.6% | 0.260% | |
| 7/17/2025 | Albion Financial Group UT | 568,129 | $25.59M | 1.7% | +0.5% | 0.431% | |
| 7/17/2025 | KWB Wealth | 78,410 | $3.54M | 0.4% | -14.7% | 0.060% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 320,543 | $14.44M | 2.7% | +24.2% | 0.243% | |
| 7/16/2025 | True North Advisors LLC | 269,270 | $12.13M | 2.3% | -30.3% | 0.204% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 88,018 | $3.97M | 0.5% | -2.4% | 0.067% | |
| 7/16/2025 | Patron Partners LLC | 32,547 | $1.47M | 0.7% | +20.4% | 0.025% | |
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