| 8/12/2025 | J.W. Cole Advisors Inc. | 197,513 | $9.83M | 0.2% | +26.9% | 0.084% | |
| 8/12/2025 | Armor Investment Advisors LLC | 49,460 | $2.46M | 0.9% | +9.1% | 0.021% | |
| 8/12/2025 | Financial Advocates Investment Management | 29,581 | $1.47M | 0.1% | +12.8% | 0.013% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 22,330 | $1.11M | 0.0% | -26.2% | 0.009% | |
| 8/12/2025 | Summit Global Investments | 15,816 | $787K | 0.0% | -10.5% | 0.007% | |
| 8/12/2025 | Global Retirement Partners LLC | 161,819 | $8.05M | 0.2% | N/A | 0.069% | |
| 8/12/2025 | Prudential Financial Inc. | 24,947,177 | $1.24B | 1.6% | +13.7% | 10.611% | |
| 8/12/2025 | Vestor Capital LLC | 3,700 | $184K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 3,617,785 | $180.02M | 0.0% | +1.4% | 1.539% | |
| 8/12/2025 | AlphaCore Capital LLC | 14,649 | $729K | 0.0% | +4.5% | 0.006% | |
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| 8/12/2025 | MAI Capital Management | 1,506,101 | $74.94M | 0.5% | +5.5% | 0.641% | |
| 8/12/2025 | JPMorgan Chase & Co. | 33,714,033 | $1.68B | 0.1% | +2.7% | 14.340% | |
| 8/11/2025 | Pineridge Advisors LLC | 2,083 | $104K | 0.0% | -19.1% | 0.001% | |
| 8/11/2025 | M Wealth Management LLC | 320,908 | $15.97M | 14.7% | -1.6% | 0.134% | |
| 8/11/2025 | Symphony Financial Ltd. Co. | 439,891 | $21.84M | 0.1% | +4,590.2% | 0.184% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 139,310 | $6.93M | 0.0% | -30.8% | 0.058% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 152,697 | $7.60M | 0.1% | +72.0% | 0.064% | |
| 8/8/2025 | Hedeker Wealth LLC | 79,199 | $3.94M | 0.9% | +13.6% | 0.033% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 863,066 | $42.95M | 0.2% | +9.0% | 0.362% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 31,849 | $1.58M | 0.1% | -50.2% | 0.013% | |
| 8/8/2025 | Cetera Investment Advisers | 1,254,567 | $62.43M | 0.1% | +17.7% | 0.526% | |
| 8/8/2025 | Creative Planning | 4,066 | $202K | 0.0% | -45.5% | 0.002% | |
| 8/8/2025 | Advisory Resource Group | 128,540 | $6.40M | 1.2% | -21.2% | 0.054% | |
| 8/8/2025 | Phoenix Wealth Advisors | 106,177 | $5.28M | 2.2% | -37.9% | 0.044% | |
| 8/8/2025 | Good Life Advisors LLC | 20,128 | $1.00M | 0.1% | +4.3% | 0.008% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,403,485 | $169.36M | 0.1% | +11.8% | 1.426% | |
| 8/7/2025 | Cypress Capital LLC | 43,807 | $2.18M | 0.6% | +43.1% | 0.018% | |
| 8/7/2025 | Americana Partners LLC | 45,598 | $2.27M | 0.1% | -4.5% | 0.019% | |
| 8/7/2025 | Fountainhead AM LLC | 85,016 | $4.23M | 0.6% | +7.2% | 0.036% | |
| 8/6/2025 | ZEGA Investments LLC | 59,005 | $2.94M | 0.4% | +3.5% | 0.025% | |
| 8/6/2025 | Prospera Financial Services Inc | 18,766 | $934K | 0.0% | +19.6% | 0.008% | |
| 8/6/2025 | AE Wealth Management LLC | 4,882 | $243K | 0.0% | -5.0% | 0.002% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 888 | $44K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | Excalibur Management Corp | 15,433 | $768K | 0.3% | +9.4% | 0.006% | |
| 8/6/2025 | Golden State Wealth Management LLC | 24,731 | $1.23M | 0.1% | +222.1% | 0.010% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 2,053,712 | $102.19M | 0.1% | +1.2% | 0.861% | |
| 8/6/2025 | SouthState Corp | 42,249 | $2.10M | 0.1% | -41.0% | 0.018% | |
| 8/5/2025 | Beckerman Institutional LLC | 32,385 | $1.61M | 1.1% | -5.1% | 0.014% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 7,500 | $373K | 0.0% | +178.9% | 0.003% | |
| 8/5/2025 | Commonwealth Retirement Investments LLC | 62,978 | $3.13M | 1.2% | +47.7% | 0.026% | |
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| 8/5/2025 | Milestone Asset Management LLC | 858,521 | $42.72M | 9.0% | +263.5% | 0.360% | |
| 8/5/2025 | Bank of Montreal Can | 4,815 | $240K | 0.0% | -9.2% | 0.002% | |
| 8/5/2025 | Sigma Planning Corp | 98,027 | $4.88M | 0.1% | -12.8% | 0.041% | |
| 8/5/2025 | Aviance Capital Partners LLC | 29,225 | $1.45M | 0.2% | -49.2% | 0.012% | |
| 8/5/2025 | Everest Management Corp. | 26,344 | $1.31M | 0.9% | -13.1% | 0.011% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,866 | $1.14M | 0.2% | -26.5% | 0.010% | |
| 8/4/2025 | Kovack Advisors Inc. | 7,816 | $389K | 0.0% | +65.6% | 0.003% | |
| 8/4/2025 | IFG Advisory LLC | 152,584 | $7.59M | 0.4% | +16.6% | 0.064% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 12,913 | $643K | 0.1% | N/A | 0.005% | |
| 8/4/2025 | Atria Investments Inc | 54,087 | $2.69M | 0.0% | +34.8% | 0.023% | |
| 8/4/2025 | Spire Wealth Management | 620 | $31K | 0.0% | N/A | 0.000% | |
| 8/4/2025 | Horizon Wealth Management LLC | 1,255,960 | $62.50M | 11.0% | N/A | 0.526% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,215 | $658K | 0.0% | -53.4% | 0.006% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 157,021 | $7.81M | 0.4% | -59.4% | 0.066% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 82,021 | $4.08M | 0.2% | +92.6% | 0.034% | |
| 8/4/2025 | Northwest Financial Advisors | 12,415 | $618K | 0.9% | +12.3% | 0.005% | |
| 8/4/2025 | 626 Financial LLC | 33,297 | $1.66M | 0.8% | +12.6% | 0.014% | |
| 8/4/2025 | WNY Asset Management LLC | 6,231 | $310K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 5,370 | $267K | 0.2% | -6.5% | 0.002% | |
| 8/1/2025 | Howard Capital Management Inc. | 31,299 | $1.56M | 0.0% | +25.6% | 0.013% | |
| 8/1/2025 | GWN Securities Inc. | 11,942 | $595K | 0.1% | N/A | 0.005% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 272,995 | $13.58M | 0.5% | -22.4% | 0.114% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,110,491 | $55.20M | 0.0% | +49.0% | 0.465% | |
| 7/31/2025 | Wealthfront Advisers LLC | 38,071 | $1.89M | 0.0% | -27.3% | 0.016% | |
| 7/31/2025 | Interchange Capital Partners LLC | 35,819 | $1.78M | 0.4% | -16.5% | 0.015% | |
| 7/31/2025 | Waldron Private Wealth LLC | 5,043 | $251K | 0.0% | -7.4% | 0.002% | |
| 7/31/2025 | Insight Wealth Partners LLC | 20,494 | $1.02M | 0.4% | +4.2% | 0.009% | |
| 7/30/2025 | KPP Advisory Services LLC | 4,045 | $201K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 4,606 | $229K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | Freedom Investment Management Inc. | 10,497 | $522K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 150,280 | $7.48M | 0.8% | +18.2% | 0.063% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 26,511 | $1.32M | 0.2% | N/A | 0.011% | |
| 7/30/2025 | Brookstone Capital Management | 161,291 | $8.03M | 0.1% | +127.8% | 0.068% | |
| 7/30/2025 | Retirement Planning Group LLC | 32,545 | $1.62M | 0.1% | -23.3% | 0.014% | |
| 7/30/2025 | D.A. Davidson & CO. | 31,280 | $1.56M | 0.0% | -82.6% | 0.013% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 10,059 | $501K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Crewe Advisors LLC | 575,987 | $28.66M | 4.1% | +1.1% | 0.241% | |
| 7/29/2025 | Goldstein Advisors LLC | 77,276 | $3.85M | 0.5% | +9.6% | 0.032% | |
| 7/29/2025 | Systelligence LLC | 11,841 | $589K | 0.1% | -22.3% | 0.005% | |
| 7/29/2025 | SAM Advisors LLC | 34,503 | $1.72M | 0.6% | -7.9% | 0.014% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 49,864 | $2.48M | 0.2% | -3.3% | 0.021% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 279,248 | $13.90M | 0.2% | +6.0% | 0.117% | |
| 7/29/2025 | Private Trust Co. NA | 45,880 | $2.28M | 0.2% | +46.6% | 0.019% | |
| 7/28/2025 | WealthPLAN Partners LLC | 6,542 | $326K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | Interchange Capital Partners LLC | 5,782 | $288K | 0.3% | -86.5% | 0.002% | |
| 7/28/2025 | Mutual Advisors LLC | 57,338 | $2.85M | 0.1% | -5.2% | 0.024% | |
| 7/28/2025 | Harbour Investments Inc. | 9,849 | $490K | 0.0% | +75.0% | 0.004% | |
| 7/28/2025 | RFG Advisory LLC | 6,799 | $338K | 0.0% | +10.1% | 0.003% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 4,472 | $223K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 124,673 | $6.20M | 0.1% | -1.4% | 0.052% | |
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| 7/25/2025 | Lion Street Advisors LLC | 141,859 | $7.06M | 2.1% | +8.5% | 0.059% | |
| 7/25/2025 | CWM LLC | 211,299 | $10.51M | 0.0% | +9.8% | 0.089% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 8,748 | $435K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 210,489 | $10.47M | 1.0% | +12.2% | 0.088% | |
| 7/24/2025 | Live Oak Investment Partners | 255,248 | $12.70M | 9.8% | N/A | 0.107% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 4,640 | $231K | 0.0% | -38.3% | 0.002% | |
| 7/23/2025 | Ignite Planners LLC | 83,354 | $4.14M | 0.6% | +4.7% | 0.035% | |
| 7/23/2025 | Valmark Advisers Inc. | 48,015 | $2.39M | 0.0% | N/A | 0.020% | |
| 7/23/2025 | WESPAC Advisors LLC | 62,299 | $3.10M | 2.2% | -22.2% | 0.026% | |
| 7/23/2025 | 1 North Wealth Services LLC | 251,333 | $12.51M | 5.0% | +3.6% | 0.107% | |
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