| 7/25/2025 | RHS Financial LLC | 6,238 | $424K | 0.2% | N/A | 0.023% | |
| 7/25/2025 | CWM LLC | 22,093 | $1.50M | 0.0% | -2.6% | 0.080% | |
| 7/25/2025 | Apollon Financial LLC | 53,175 | $3.61M | 0.8% | -5.8% | 0.193% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 21,438 | $1.46M | 0.1% | +4.4% | 0.078% | |
| 7/24/2025 | Blair William & Co. IL | 1,044 | $71K | 0.0% | -83.3% | 0.004% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 9,000 | $612K | 0.1% | -2.5% | 0.033% | |
| 7/24/2025 | US Bancorp DE | 23,297 | $1.58M | 0.0% | -4.8% | 0.085% | |
| 7/23/2025 | Valmark Advisers Inc. | 371,206 | $25.22M | 0.4% | +1.5% | 1.355% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 6,413 | $436K | 0.2% | -8.4% | 0.023% | |
| 7/21/2025 | QRG Capital Management Inc. | 7,453 | $506K | 0.0% | -8.3% | 0.027% | |
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| 7/21/2025 | Flagship Private Wealth LLC | 24,114 | $1.64M | 0.8% | +55.0% | 0.088% | |
| 7/21/2025 | Synergy Asset Management LLC | 3,456 | $235K | 0.0% | N/A | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 17,338 | $1.18M | 0.0% | +20.7% | 0.063% | |
| 7/17/2025 | Park Place Capital Corp | 8,852 | $607K | 0.1% | N/A | 0.033% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 31,930 | $2.17M | 2.1% | +1.5% | 0.118% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 151,512 | $10.30M | 0.0% | N/A | 0.558% | |
| 7/17/2025 | XY Planning Network Inc. | 4,333 | $294K | 0.1% | N/A | 0.016% | |
| 7/16/2025 | Novem Group | 45,366 | $3.08M | 0.4% | N/A | 0.167% | |
| 7/16/2025 | Perigon Wealth Management LLC | 28,800 | $1.96M | 0.0% | +14.8% | 0.106% | |
| 7/16/2025 | Plancorp LLC | 13,113 | $891K | 0.0% | -16.2% | 0.048% | |
| 7/15/2025 | FMA Wealth Management LLC | 75,877 | $5.16M | 3.8% | +1.0% | 0.279% | |
| 7/15/2025 | Cora Capital Advisors LLC | 85,566 | $5.81M | 2.6% | -1.4% | 0.315% | |
| 7/15/2025 | Traction Financial Partners LLC | 3,429 | $233K | 0.2% | N/A | 0.013% | |
| 7/15/2025 | Financial Management Professionals Inc. | 520,851 | $35.39M | 4.0% | +4.0% | 1.918% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,982 | $203K | 0.0% | -11.9% | 0.011% | |
| 7/14/2025 | Acropolis Investment Management LLC | 870,884 | $59.18M | 3.3% | +4.0% | 3.208% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,958 | $405K | 0.0% | +12.6% | 0.022% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 510,064 | $34.66M | 4.1% | -9.2% | 1.879% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,817 | $667K | 0.0% | +38.6% | 0.036% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 198,569 | $13.49M | 0.2% | +11.7% | 0.731% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,576 | $1.86M | 0.0% | -2.4% | 0.098% | |
| 7/9/2025 | Channel Wealth LLC | 4,404 | $299K | 0.1% | -24.1% | 0.016% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 25,756 | $1.75M | 0.1% | N/A | 0.095% | |
| 7/9/2025 | GEM Asset Management LLC | 68,947 | $4.76M | 2.4% | +3.0% | 0.254% | |
| 7/8/2025 | PTM Wealth Management LLC | 163,062 | $11.39M | 7.5% | N/A | 0.601% | |
| 7/8/2025 | RMR Wealth Builders | 5,212 | $354K | 0.0% | N/A | 0.019% | |
| 7/8/2025 | First International Bank & Trust | 180,244 | $12.25M | 4.3% | -6.0% | 0.668% | |
| 6/2/2025 | Modern Wealth Management LLC | 54,449 | $3.39M | 0.1% | N/A | 0.209% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 57,446 | $3.57M | 2.6% | +5.3% | 0.224% | |
| 5/23/2025 | Strategic Financial Services Inc. | 3,606,933 | $224.21M | 13.1% | +0.9% | 14.062% | |
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| 5/21/2025 | Schmidt P J Investment Management Inc. | 23,410 | $1.46M | 0.3% | +18.5% | 0.091% | |
| 5/20/2025 | Focus Partners Wealth | 274,170 | $17.04M | 0.0% | +1.3% | 1.069% | |
| 5/20/2025 | Integrity Alliance LLC. | 330,895 | $20.57M | 0.8% | +85.4% | 1.290% | |
| 5/19/2025 | Jane Street Group LLC | 134,442 | $8.36M | 0.0% | +769.0% | 0.524% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 29,242 | $1.82M | 0.0% | -11.0% | 0.114% | |
| 5/16/2025 | Redwood Financial Network Corp | 5,837 | $363K | 0.3% | +57.3% | 0.023% | |
| 5/16/2025 | Pacific Center for Financial Services | 403,430 | $25.08M | 6.7% | -1.0% | 1.573% | |
| 5/16/2025 | Plancorp LLC | 15,647 | $973K | 0.0% | +63.9% | 0.061% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,719 | $1.04M | 0.0% | +20.4% | 0.065% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 152,659 | $9.49M | 0.1% | -22.0% | 0.595% | |
| 5/15/2025 | Family Office Research LLC | 193,941 | $12.06M | 5.9% | -4.5% | 0.756% | |
| 5/15/2025 | Flputnam Investment Management Co. | 6,982 | $434K | 0.0% | +27.9% | 0.027% | |
| 5/15/2025 | Royal Bank of Canada | 68,441 | $4.25M | 0.0% | +150.9% | 0.267% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 18,676 | $1.16M | 0.4% | N/A | 0.073% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 120,532 | $7.49M | 0.6% | +6.1% | 0.470% | |
| 5/14/2025 | Talisman Wealth Advisors LLC | 10,883 | $676K | 0.7% | N/A | 0.042% | |
| 5/14/2025 | Comerica Bank | 2,349 | $146K | 0.0% | +98.2% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 63,602 | $3.95M | 0.0% | +110.5% | 0.248% | |
| 5/14/2025 | Kestra Advisory Services LLC | 33,596 | $2.09M | 0.0% | +55.5% | 0.131% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 5,049 | $314K | 0.0% | -35.8% | 0.020% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,147,066 | $71.31M | 0.0% | +52.3% | 4.472% | |
| 5/14/2025 | Capital Analysts LLC | 8,443 | $525K | 0.0% | +332.1% | 0.033% | |
| 5/13/2025 | Raymond James Financial Inc. | 67,380 | $4.19M | 0.0% | +22.6% | 0.263% | |
| 5/13/2025 | DDFG Inc | 81,868 | $5.09M | 1.4% | +4.4% | 0.319% | |
| 5/13/2025 | LWM Advisory Services LLC | 17,883 | $1.11M | 0.8% | -5.6% | 0.070% | |
| 5/13/2025 | Ground Swell Capital LLC | 5,506 | $342K | 0.7% | N/A | 0.021% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 18,676 | $1.16M | 1.0% | N/A | 0.073% | |
| 5/13/2025 | Anfield Capital Management LLC | 96,473 | $6.00M | 2.2% | N/A | 0.376% | |
| 5/13/2025 | HighTower Advisors LLC | 3,579 | $222K | 0.0% | +14.7% | 0.014% | |
| 5/12/2025 | Maia Wealth LLC | 3,555 | $207K | 0.0% | N/A | 0.014% | |
| 5/12/2025 | Independent Advisor Alliance | 5,228 | $325K | 0.0% | N/A | 0.020% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 441,076 | $27.42M | 0.0% | -6.1% | 1.720% | |
| 5/9/2025 | Wealthspire Advisors LLC | 7,127 | $443K | 0.0% | -11.5% | 0.028% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,203 | $386K | 0.0% | +15.8% | 0.024% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 33,937 | $2.11M | 0.1% | +939.1% | 0.132% | |
| 5/9/2025 | Wade Financial Advisory Inc | 57,191 | $3.56M | 1.2% | -2.0% | 0.223% | |
| 5/9/2025 | Blair William & Co. IL | 6,236 | $388K | 0.0% | -5.9% | 0.024% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 458,173 | $28.48M | 2.8% | +2.4% | 1.697% | |
| 5/8/2025 | US Bancorp DE | 24,484 | $1.52M | 0.0% | -2.3% | 0.091% | |
| 5/8/2025 | Foster & Motley Inc. | 12,094 | $752K | 0.0% | -13.7% | 0.045% | |
| 5/8/2025 | Cozad Asset Management Inc. | 61,459 | $3.82M | 0.4% | +5.1% | 0.228% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 256,326 | $15.93M | 0.3% | N/A | 0.949% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 9,779 | $632K | 0.2% | -6.3% | 0.036% | |
| 5/7/2025 | Vantage Financial Partners LLC | 10,939 | $680K | 0.2% | +131.0% | 0.041% | |
| 5/7/2025 | LPL Financial LLC | 630,872 | $39.22M | 0.0% | +31.0% | 2.337% | |
| 5/7/2025 | Denver PWM LLC | 125,466 | $7.80M | 2.8% | +10.1% | 0.465% | |
| 5/6/2025 | Westover Capital Advisors LLC | 20,351 | $1.27M | 0.3% | -1.7% | 0.075% | |
| 5/6/2025 | Cetera Investment Advisers | 233,342 | $14.51M | 0.0% | +18.1% | 0.864% | |
| 5/6/2025 | Brookwood Investment Group LLC | 4,881 | $303K | 0.1% | N/A | 0.018% | |
| 5/6/2025 | Landmark Wealth Management Inc. | 26,190 | $1.63M | 0.8% | -81.2% | 0.097% | |
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| 5/6/2025 | Guidance Capital Inc. | 11,161 | $702K | 0.2% | +64.6% | 0.041% | |
| 5/6/2025 | Choreo LLC | 7,613 | $473K | 0.0% | -5.4% | 0.028% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 21,758 | $1.35M | 0.0% | +12.4% | 0.081% | |
| 5/5/2025 | BKM Wealth Management LLC | 28,371 | $1.76M | 0.7% | -4.5% | 0.105% | |
| 5/5/2025 | Private Advisor Group LLC | 182,566 | $11.35M | 0.1% | -3.9% | 0.676% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 14,733 | $916K | 0.0% | -3.4% | 0.055% | |
| 5/2/2025 | Apollon Financial LLC | 56,464 | $3.51M | 0.8% | -1.7% | 0.209% | |
| 5/2/2025 | Apollon Wealth Management LLC | 5,157 | $321K | 0.0% | -3.7% | 0.019% | |
| 5/2/2025 | Sigma Planning Corp | 6,215 | $386K | 0.0% | N/A | 0.023% | |
| 5/1/2025 | CWM LLC | 22,690 | $1.41M | 0.0% | -3.6% | 0.084% | |
