| 8/8/2025 | Cetera Investment Advisers | 1,697,363 | $54.13M | 0.1% | +2.5% | 3.092% | |
| 8/8/2025 | Creative Planning | 61,692 | $1.97M | 0.0% | +1.1% | 0.112% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 38,046 | $1.21M | 0.0% | +12.6% | 0.069% | |
| 8/8/2025 | Thompson Davis & CO. Inc. | 9,975 | $318K | 0.1% | +25.1% | 0.018% | |
| 8/8/2025 | Wealth Quarterback LLC | 12,005 | $383K | 0.2% | -5.2% | 0.022% | |
| 8/7/2025 | Samalin Investment Counsel LLC | 169,439 | $5.40M | 2.1% | -13.2% | 0.309% | |
| 8/7/2025 | PFG Advisors | 7,717 | $246K | 0.0% | N/A | 0.014% | |
| 8/6/2025 | Legacy Investment Solutions LLC | 1,100 | $35K | 0.0% | N/A | 0.002% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 43,664 | $1.39M | 0.3% | +4.9% | 0.080% | |
| 8/6/2025 | Smart Money Group LLC | 213,434 | $6.81M | 2.1% | +2.9% | 0.389% | |
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| 8/6/2025 | Pekin Hardy Strauss Inc. | 336,360 | $10.73M | 1.2% | -2.2% | 0.613% | |
| 8/6/2025 | Golden State Wealth Management LLC | 5,853 | $187K | 0.0% | -21.4% | 0.011% | |
| 8/6/2025 | Three Cord True Wealth Management LLC | 117,661 | $3.75M | 2.8% | N/A | 0.214% | |
| 8/5/2025 | Sigma Planning Corp | 68,401 | $2.18M | 0.1% | +26.4% | 0.125% | |
| 8/5/2025 | Meixler Investment Management Ltd. | 67,977 | $2.17M | 1.5% | +24.1% | 0.124% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 7,927 | $253K | 0.0% | -42.0% | 0.014% | |
| 8/5/2025 | Lifeworks Advisors LLC | 204,533 | $6.52M | 1.0% | -21.2% | 0.373% | |
| 8/4/2025 | Atria Investments Inc | 95,434 | $3.04M | 0.0% | N/A | 0.174% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 37,090 | $1.18M | 0.2% | +9.4% | 0.068% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 140,130 | $4.47M | 2.8% | +1.6% | 0.255% | |
| 8/1/2025 | GWN Securities Inc. | 10,460 | $334K | 0.1% | N/A | 0.019% | |
| 8/1/2025 | Solstein Capital LLC | 240,374 | $7.67M | 3.8% | +2.4% | 0.438% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 919,041 | $29.31M | 0.0% | +11.8% | 1.674% | |
| 7/30/2025 | Capital Wealth Alliance LLC | 147,887 | $4.72M | 2.5% | -0.3% | 0.269% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 87,625 | $2.79M | 0.0% | -1.8% | 0.160% | |
| 7/29/2025 | Private Trust Co. NA | 2,549 | $81K | 0.0% | +221.4% | 0.005% | |
| 7/28/2025 | Tower Wealth Partners Inc. | 48,114 | $1.53M | 0.9% | -5.4% | 0.088% | |
| 7/28/2025 | SFG Wealth Management LLC. | 100,516 | $3.21M | 1.9% | +3.9% | 0.183% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 7,509 | $239K | 0.0% | -11.5% | 0.014% | |
| 7/28/2025 | Kiker Wealth Management LLC | 364,970 | $11.64M | 6.6% | -3.7% | 0.665% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 33,003 | $1.05M | 0.0% | +36.8% | 0.060% | |
| 7/24/2025 | Edge Financial Advisors LLC | 8,657 | $276K | 0.1% | N/A | 0.016% | |
| 7/23/2025 | Morton Capital Management LLC CA | 3,878,128 | $123.67M | 21.9% | -6.9% | 7.064% | |
| 7/23/2025 | Guild Investment Management Inc. | 142,420 | $4.54M | 3.9% | +0.6% | 0.259% | |
| 7/23/2025 | Valmark Advisers Inc. | 40,195 | $1.28M | 0.0% | +8.4% | 0.073% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 6,286 | $200K | 0.0% | N/A | 0.011% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 9,323 | $297K | 0.0% | N/A | 0.017% | |
| 7/23/2025 | Drake & Associates LLC | 400,465 | $12.77M | 3.1% | N/A | 0.729% | |
| 7/22/2025 | Euro Pacific Asset Management LLC | 455,611 | $14.58M | 2.4% | +1.0% | 0.830% | |
| 7/22/2025 | Three Cord True Wealth Management LLC | 117,661 | $3.75M | 6.9% | N/A | 0.214% | |
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| 7/22/2025 | USAdvisors Wealth Management LLC | 72,922 | $2.33M | 0.9% | N/A | 0.133% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 207,547 | $6.62M | 0.3% | -15.7% | 0.378% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 216,953 | $6.91M | 3.4% | +12.3% | 0.395% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 25,480 | $813K | 0.1% | +133.2% | 0.047% | |
| 7/17/2025 | HB Wealth Management LLC | 24,417 | $779K | 0.0% | +6.9% | 0.045% | |
| 7/16/2025 | ORG Partners LLC | 20,205 | $650K | 0.1% | +57.9% | 0.037% | |
| 7/16/2025 | Perigon Wealth Management LLC | 13,370 | $426K | 0.0% | +90.2% | 0.025% | |
| 7/16/2025 | Castleview Partners LLC | 65,156 | $2.08M | 1.3% | -23.4% | 0.120% | |
| 7/15/2025 | Mather Group LLC. | 33,420 | $1.07M | 0.0% | -1.3% | 0.062% | |
| 7/15/2025 | Accurate Wealth Management LLC | 25,845 | $828K | 0.1% | +116.3% | 0.048% | |
| 7/15/2025 | Main Street Group LTD | 4,901 | $156K | 0.1% | +1,584.2% | 0.009% | |
| 7/15/2025 | Sheets Smith Wealth Management | 85,009 | $2.71M | 0.3% | +11.6% | 0.157% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,261 | $40K | 0.0% | -20.1% | 0.002% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 10,759 | $343K | 0.1% | +11.5% | 0.020% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 41,750 | $1.33M | 0.1% | -2.3% | 0.077% | |
| 7/11/2025 | Farther Finance Advisors LLC | 186,906 | $5.96M | 0.1% | +171.4% | 0.344% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 377,149 | $12.03M | 1.0% | -2.4% | 0.695% | |
| 7/10/2025 | Security National Bank | 225,509 | $7.19M | 1.2% | +348.2% | 0.415% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 703,054 | $22.59M | 0.0% | -1.5% | 1.295% | |
| 7/9/2025 | Procyon Advisors LLC | 21,929 | $699K | 0.1% | N/A | 0.040% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 14,874 | $474K | 0.1% | -2.5% | 0.027% | |
| 7/7/2025 | RDA Financial Network | 61,237 | $1.95M | 0.5% | +178.6% | 0.113% | |
| 7/2/2025 | HBW Advisory Services LLC | 47,478 | $1.51M | 0.2% | +19.5% | 0.089% | |
| 6/3/2025 | Invst LLC | 10,924 | $329K | 0.0% | N/A | 0.021% | |
| 6/2/2025 | Modern Wealth Management LLC | 629,455 | $18.97M | 0.6% | +0.2% | 1.203% | |
| 5/28/2025 | Wealth Management Associates Inc. | 6,755 | $204K | 0.1% | N/A | 0.013% | |
| 5/20/2025 | Focus Partners Wealth | 21,672 | $653K | 0.0% | N/A | 0.041% | |
| 5/16/2025 | Faithward Advisors LLC | 107,417 | $3.24M | 0.6% | +13.0% | 0.205% | |
| 5/16/2025 | Merk Investments LLC | 12,794 | $386K | 0.2% | -35.3% | 0.024% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 26,838 | $809K | 0.2% | +7.5% | 0.051% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 8,084 | $244K | 0.1% | -21.5% | 0.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 19,293 | $581K | 0.0% | +22.2% | 0.037% | |
| 5/15/2025 | Northstar Financial Companies Inc. | 16,171 | $487K | 0.5% | -3.9% | 0.031% | |
| 5/14/2025 | Ieq Capital LLC | 18,559 | $559K | 0.0% | N/A | 0.035% | |
| 5/14/2025 | CreativeOne Wealth LLC | 49,616 | $1.50M | 0.0% | +325.6% | 0.095% | |
| 5/14/2025 | Warwick Investment Management Inc. | 50,861 | $1.53M | 0.3% | -6.6% | 0.097% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 195,160 | $5.88M | 2.4% | -0.6% | 0.373% | |
| 5/14/2025 | Comerica Bank | 40,639 | $1.23M | 0.0% | +2.8% | 0.078% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 9,651 | $291K | 0.1% | N/A | 0.018% | |
| 5/14/2025 | Cadence Bank | 9,323 | $281K | 0.0% | -9.1% | 0.018% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,069 | $32K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,513 | $76K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Capital Wealth Alliance LLC | 148,272 | $4.47M | 2.7% | -0.7% | 0.283% | |
| 5/13/2025 | Raymond James Financial Inc. | 571,970 | $17.24M | 0.0% | +0.4% | 1.093% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,702 | $51K | 0.1% | N/A | 0.003% | |
| 5/13/2025 | HighTower Advisors LLC | 363,803 | $10.97M | 0.0% | +3.7% | 0.695% | |
| 5/12/2025 | Benjamin Edwards Inc. | 7,239 | $218K | 0.0% | N/A | 0.014% | |
| 5/12/2025 | Sloy Dahl & Holst LLC | 37,860 | $1.14M | 0.2% | +25.2% | 0.073% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 12,575 | $409K | 0.0% | +15.8% | 0.024% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,950 | $631K | 0.0% | N/A | 0.041% | |
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| 5/9/2025 | Plan Group Financial LLC | 83,500 | $2.52M | 0.9% | N/A | 0.162% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 15,080 | $455K | 0.0% | -45.8% | 0.029% | |
| 5/8/2025 | Harbour Investments Inc. | 3,889 | $117K | 0.0% | -12.1% | 0.008% | |
| 5/8/2025 | Lyell Wealth Management LP | 59,795 | $1.80M | 0.2% | +20.4% | 0.116% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 33,798 | $1.02M | 0.0% | +5.3% | 0.066% | |
| 5/7/2025 | LPL Financial LLC | 2,655,747 | $80.04M | 0.0% | +50.1% | 5.149% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 9,938 | $300K | 0.0% | N/A | 0.019% | |
| 5/7/2025 | HB Wealth Management LLC | 22,846 | $689K | 0.0% | N/A | 0.044% | |
| 5/6/2025 | Cetera Investment Advisers | 1,656,064 | $49.91M | 0.1% | +3.0% | 3.211% | |
| 5/6/2025 | Lifeworks Advisors LLC | 259,477 | $7.82M | 1.3% | -0.2% | 0.503% | |
