| 8/14/2025 | Jane Street Group LLC | 29,224 | $1.99M | 0.0% | -78.3% | 0.105% | |
| 8/14/2025 | Raymond James Financial Inc. | 193,276 | $13.13M | 0.0% | +186.8% | 0.694% | |
| 8/14/2025 | Diversify Advisory Services LLC | 8,442 | $596K | 0.0% | N/A | 0.030% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 66,351 | $4.51M | 0.1% | +506.4% | 0.238% | |
| 8/14/2025 | LWM Advisory Services LLC | 19,836 | $1.35M | 0.9% | +10.9% | 0.071% | |
| 8/14/2025 | NewEdge Advisors LLC | 15,280 | $1.04M | 0.0% | -8.6% | 0.055% | |
| 8/14/2025 | Denver PWM LLC | 131,398 | $8.93M | 2.8% | +4.7% | 0.472% | |
| 8/14/2025 | Cerity Partners LLC | 74,023 | $5.03M | 0.0% | -1.9% | 0.266% | |
| 8/13/2025 | GeoWealth Management LLC | 83,594 | $5.68M | 0.2% | +10.4% | 0.300% | |
| 8/13/2025 | Dynamic Wealth Strategies LLC | 20,402 | $1.39M | 1.0% | +9.2% | 0.073% | |
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| 8/13/2025 | River Wealth Advisors LLC | 328,683 | $22.33M | 2.8% | N/A | 1.180% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 123,891 | $8.42M | 0.5% | +2.8% | 0.445% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 148,603 | $10.10M | 0.0% | +133.6% | 0.534% | |
| 8/13/2025 | Choreo LLC | 5,081 | $345K | 0.0% | -33.3% | 0.018% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 18,647 | $1.27M | 0.0% | -14.3% | 0.067% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 70,887 | $4.82M | 0.0% | +6.5% | 0.255% | |
| 8/12/2025 | Global Retirement Partners LLC | 10,750 | $730K | 0.0% | N/A | 0.039% | |
| 8/12/2025 | Cozad Asset Management Inc. | 80,780 | $5.49M | 0.5% | +31.4% | 0.290% | |
| 8/12/2025 | JPMorgan Chase & Co. | 123,249 | $8.38M | 0.0% | -28.9% | 0.443% | |
| 8/11/2025 | Anfield Capital Management LLC | 97,280 | $6.61M | 2.2% | +0.8% | 0.353% | |
| 8/11/2025 | Bell Investment Advisors Inc | 2,361 | $160K | 0.0% | N/A | 0.009% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 13,175 | $895K | 0.0% | -10.6% | 0.048% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 10,571 | $718K | 0.0% | N/A | 0.038% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 35,254 | $2.40M | 0.2% | +3.9% | 0.128% | |
| 8/8/2025 | Cetera Investment Advisers | 316,568 | $21.51M | 0.0% | +35.7% | 1.149% | |
| 8/8/2025 | Creative Planning | 6,968 | $473K | 0.0% | N/A | 0.025% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 249,612 | $16.96M | 0.3% | -2.6% | 0.906% | |
| 8/8/2025 | Hibernia Wealth Partners LLC | 17,773 | $1.21M | 0.4% | +100.2% | 0.065% | |
| 8/7/2025 | Weil Company Inc. | 48,409 | $3.29M | 0.9% | +125.1% | 0.176% | |
| 8/7/2025 | CENTRAL TRUST Co | 1,508 | $102K | 0.0% | +100.3% | 0.005% | |
| 8/7/2025 | Aspen Wealth Strategies LLC | 66,871 | $4.54M | 2.7% | +2.6% | 0.243% | |
| 8/7/2025 | Addison Advisors LLC | 76,029 | $5.17M | 1.3% | -2.3% | 0.276% | |
| 8/6/2025 | Reston Wealth Management LLC | 260,590 | $17.71M | 6.2% | +2.8% | 0.946% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 11,760 | $799K | 0.2% | +20.3% | 0.043% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 4,312 | $293K | 0.2% | -46.4% | 0.016% | |
| 8/6/2025 | Flagship Private Wealth LLC | 24,114 | $1.64M | 0.7% | +55.0% | 0.088% | |
| 8/6/2025 | DDFG Inc | 84,028 | $5.71M | 1.4% | +2.6% | 0.305% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 708 | $48K | 0.0% | +1,120.7% | 0.003% | |
| 8/5/2025 | Sigma Planning Corp | 6,587 | $448K | 0.0% | +6.0% | 0.024% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 12,118 | $823K | 0.4% | -53.7% | 0.044% | |
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| 8/4/2025 | Integrity Alliance LLC. | 210,643 | $14.31M | 0.8% | -36.3% | 0.765% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 459 | $31K | 0.0% | N/A | 0.002% | |
| 8/4/2025 | Premier Path Wealth Partners LLC | 37,134 | $2.52M | 0.4% | +1.9% | 0.135% | |
| 8/4/2025 | Arkadios Wealth Advisors | 3,183 | $216K | 0.0% | N/A | 0.012% | |
| 8/4/2025 | World Investment Advisors | 3,337 | $227K | 0.0% | N/A | 0.012% | |
| 8/4/2025 | Beirne Wealth Consulting Services LLC | 62,113 | $4.22M | 1.4% | +5.5% | 0.225% | |
| 8/1/2025 | Strategic Financial Services Inc. | 3,744,652 | $254.45M | 13.7% | +3.8% | 13.592% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 25,258 | $1.72M | 0.3% | +7.9% | 0.092% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 157,180 | $10.68M | 0.0% | +3.1% | 0.571% | |
| 7/31/2025 | Leavell Investment Management Inc. | 4,080 | $277K | 0.0% | N/A | 0.015% | |
| 7/30/2025 | Phillips Financial Management LLC | 42,268 | $2.87M | 0.2% | -28.9% | 0.153% | |
| 7/30/2025 | D.A. Davidson & CO. | 53,266 | $3.62M | 0.0% | -2.5% | 0.193% | |
| 7/30/2025 | Journey Advisory Group LLC | 85,110 | $5.78M | 0.4% | -19.9% | 0.309% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 9,562 | $650K | 0.6% | -14.4% | 0.035% | |
| 7/29/2025 | BKM Wealth Management LLC | 24,695 | $1.68M | 0.7% | -13.0% | 0.090% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 7,396 | $503K | 0.0% | -74.7% | 0.027% | |
| 7/29/2025 | Foster & Motley Inc. | 11,064 | $752K | 0.0% | -8.5% | 0.040% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 148,598 | $10.10M | 0.1% | +3.0% | 0.539% | |
| 7/29/2025 | Empirical Asset Management LLC | 18,885 | $1.28M | 0.4% | +1.1% | 0.069% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 33,484 | $2.28M | 2.2% | N/A | 0.122% | |
| 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% | |
| 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% | |
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| 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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