| 8/8/2025 | Kingsview Wealth Management LLC | 22,866 | $2.57M | 0.0% | N/A | 0.025% | |
| 8/8/2025 | Parker Investment Management LLC | 141,338 | $15.90M | 2.2% | N/A | 0.154% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 108,008 | $12.15M | 0.1% | +66.0% | 0.117% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 39,377 | $4.43M | 0.3% | +84.5% | 0.043% | |
| 8/8/2025 | Cetera Investment Advisers | 956,288 | $107.55M | 0.2% | +72.4% | 1.040% | |
| 8/8/2025 | Creative Planning | 2,859 | $322K | 0.0% | -78.8% | 0.003% | |
| 8/8/2025 | WealthShield Partners LLC | 496 | $56K | 0.0% | +61.6% | 0.001% | |
| 8/8/2025 | Compass Financial Services Inc | 69,651 | $7.83M | 3.8% | +8,992.8% | 0.076% | |
| 8/8/2025 | Meridian Wealth Management LLC | 43,073 | $4.84M | 0.2% | +203.3% | 0.047% | |
| 8/8/2025 | Security Financial Services INC. | 53,166 | $5.98M | 1.1% | -2.4% | 0.058% | |
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| 8/8/2025 | Foundations Investment Advisors LLC | 2,218 | $249K | 0.0% | -39.4% | 0.002% | |
| 8/8/2025 | Kane Investment Management Inc. | 29,129 | $3.29M | 1.7% | -10.1% | 0.032% | |
| 8/8/2025 | Good Life Advisors LLC | 19,064 | $2.14M | 0.1% | +126.4% | 0.021% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 2,210 | $249K | 0.0% | +6.1% | 0.002% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 4,403 | $495K | 0.4% | +37.9% | 0.005% | |
| 8/8/2025 | Advyzon Investment Management LLC | 21,491 | $2.42M | 0.5% | N/A | 0.023% | |
| 8/7/2025 | Verus Capital Partners LLC | 7,084 | $797K | 0.1% | +37.6% | 0.008% | |
| 8/7/2025 | Allworth Financial LP | 27,026 | $3.04M | 0.0% | -3.2% | 0.029% | |
| 8/7/2025 | PFG Advisors | 14,305 | $1.61M | 0.1% | +16.6% | 0.016% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 55,825 | $6.28M | 1.0% | +372.2% | 0.061% | |
| 8/6/2025 | Prospera Financial Services Inc | 6,469 | $728K | 0.0% | N/A | 0.007% | |
| 8/6/2025 | RWA Wealth Partners LLC | 15,754 | $1.77M | 0.0% | +86.7% | 0.017% | |
| 8/6/2025 | AE Wealth Management LLC | 52,252 | $5.88M | 0.0% | +21.4% | 0.057% | |
| 8/6/2025 | Mark Sheptoff Financial Planning LLC | 280 | $31K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | Legacy Investment Solutions LLC | 586 | $66K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | Smart Money Group LLC | 1,946 | $219K | 0.1% | -63.4% | 0.002% | |
| 8/6/2025 | Horizon Investment Services LLC | 15,368 | $1.73M | 0.8% | +14.0% | 0.017% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 4,379 | $493K | 0.0% | N/A | 0.005% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 21,249 | $2.39M | 2.0% | +337.0% | 0.023% | |
| 8/6/2025 | Golden State Wealth Management LLC | 31,836 | $3.58M | 0.4% | +63,572.0% | 0.035% | |
| 8/6/2025 | Ethos Financial Group LLC | 148,375 | $16.69M | 1.4% | N/A | 0.161% | |
| 8/6/2025 | Stone House Investment Management LLC | 5,133 | $577K | 0.1% | +212.6% | 0.006% | |
| 8/6/2025 | Centerpoint Advisory Group | 40,055 | $4.51M | 3.9% | +61.8% | 0.044% | |
| 8/6/2025 | Able Wealth Management LLC | 74,796 | $8.41M | 4.2% | +9.4% | 0.081% | |
| 8/6/2025 | Convergence Financial LLC | 36,901 | $4.15M | 0.7% | N/A | 0.040% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,203 | $135K | 0.0% | N/A | 0.001% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 400 | $45K | 0.0% | +33.3% | 0.000% | |
| 8/5/2025 | Arrowroot Family Office LLC | 15,429 | $1.74M | 0.8% | N/A | 0.017% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 4,809 | $541K | 0.1% | N/A | 0.005% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 1,836 | $207K | 0.1% | N/A | 0.002% | |
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| 8/5/2025 | Optivise Advisory Services LLC | 17,100 | $1.92M | 1.0% | N/A | 0.019% | |
| 8/5/2025 | Fullcircle Wealth LLC | 4,037 | $465K | 0.2% | +3.5% | 0.004% | |
| 8/5/2025 | Peregrine Asset Advisers Inc. | 3,140 | $353K | 0.1% | N/A | 0.003% | |
| 8/5/2025 | Bank of Montreal Can | 2,865 | $322K | 0.0% | +93.2% | 0.003% | |
| 8/5/2025 | Sigma Planning Corp | 20,383 | $2.29M | 0.1% | +7.2% | 0.022% | |
| 8/5/2025 | Smith Shellnut Wilson LLC ADV | 8,138 | $915K | 0.4% | +109.4% | 0.009% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 42,323 | $4.76M | 0.4% | +518.2% | 0.046% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 13,080 | $1.47M | 0.0% | +32.8% | 0.014% | |
| 8/5/2025 | Trail Ridge Investment Advisors LLC | 2,973 | $344K | 0.2% | +13.0% | 0.003% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 265 | $30K | 0.0% | +99.2% | 0.000% | |
| 8/5/2025 | Lifeworks Advisors LLC | 5,830 | $656K | 0.1% | +110.4% | 0.006% | |
| 8/4/2025 | Integrity Alliance LLC. | 106,652 | $12.00M | 0.7% | -14.3% | 0.116% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 16,812 | $1.89M | 0.1% | +17.1% | 0.018% | |
| 8/4/2025 | Kovack Advisors Inc. | 121,504 | $13.67M | 1.3% | N/A | 0.132% | |
| 8/4/2025 | Tradewinds LLC. | 6,480 | $729K | 0.6% | N/A | 0.007% | |
| 8/4/2025 | IFG Advisory LLC | 98,070 | $11.03M | 0.6% | +1.2% | 0.107% | |
| 8/4/2025 | ArborFi Advisors LLC | 26,507 | $2.98M | 2.6% | +32.6% | 0.029% | |
| 8/4/2025 | Atria Investments Inc | 130,195 | $14.64M | 0.2% | +694.8% | 0.142% | |
| 8/4/2025 | Assetmark Inc. | 28,350 | $3.19M | 0.0% | +5.3% | 0.031% | |
| 8/4/2025 | Spire Wealth Management | 9,775 | $1.10M | 0.0% | +60.6% | 0.011% | |
| 8/4/2025 | Arkadios Wealth Advisors | 15,682 | $1.76M | 0.1% | +12.5% | 0.017% | |
| 8/4/2025 | World Investment Advisors | 35,281 | $3.97M | 0.1% | +335.6% | 0.038% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 21,583 | $2.43M | 0.3% | +11.5% | 0.023% | |
| 8/4/2025 | Wealth Management Associates Inc. | 11,477 | $1.29M | 0.5% | N/A | 0.012% | |
| 8/4/2025 | L.M. Kohn & Company | 9,967 | $1.12M | 0.3% | N/A | 0.011% | |
| 8/1/2025 | Bull Oak Capital LLC | 113,569 | $12.77M | 5.8% | N/A | 0.124% | |
| 8/1/2025 | Austin Private Wealth LLC | 169,633 | $19.08M | 1.5% | +1.0% | 0.185% | |
| 8/1/2025 | Reliant Investment Partners LLC | 3,819 | $430K | 0.4% | N/A | 0.004% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 10,029 | $1.13M | 0.7% | +206.4% | 0.011% | |
| 8/1/2025 | GWN Securities Inc. | 2,215 | $250K | 0.0% | -35.8% | 0.002% | |
| 8/1/2025 | Rossby Financial LCC | 304 | $34K | 0.0% | +237.8% | 0.000% | |
| 8/1/2025 | Brookwood Investment Group LLC | 121,584 | $13.68M | 2.2% | -47.7% | 0.132% | |
| 8/1/2025 | Yukon Wealth Management Inc. | 3,117 | $351K | 0.1% | N/A | 0.003% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 21,115 | $2.38M | 0.1% | +2.9% | 0.023% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,166,537 | $918.49M | 0.3% | +35.8% | 8.883% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 14,349 | $1.61M | 0.7% | +0.7% | 0.016% | |
| 7/31/2025 | Leavell Investment Management Inc. | 17,400 | $1.96M | 0.1% | +42.1% | 0.019% | |
| 7/31/2025 | TSA Wealth Managment LLC | 28,834 | $3.24M | 1.2% | -1.8% | 0.031% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 16,965 | $1.91M | 0.0% | -5.0% | 0.018% | |
| 7/31/2025 | MN Wealth Advisors LLC | 2,704 | $304K | 0.2% | N/A | 0.003% | |
| 7/31/2025 | Trademark Financial Management LLC | 3,187 | $358K | 0.2% | N/A | 0.003% | |
| 7/31/2025 | CAP Partners LLC | 6,905 | $777K | 0.5% | +6.6% | 0.008% | |
| 7/31/2025 | Avion Wealth | 1,500 | $168K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 8,442 | $971K | 0.3% | N/A | 0.009% | |
| 7/30/2025 | Insight Advisors LLC PA | 4,254 | $478K | 0.1% | -15.0% | 0.005% | |
| 7/30/2025 | Strategic Blueprint LLC | 7,821 | $880K | 0.0% | -3.7% | 0.009% | |
| 7/30/2025 | Freedom Investment Management Inc. | 18,175 | $2.04M | 0.2% | +0.9% | 0.020% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 1,855 | $209K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 15,391 | $1.73M | 0.7% | +5.9% | 0.017% | |
| 7/30/2025 | Brookstone Capital Management | 12,043 | $1.36M | 0.0% | +144.3% | 0.013% | |
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| 7/30/2025 | D.A. Davidson & CO. | 25,062 | $2.82M | 0.0% | +0.8% | 0.027% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 25,136 | $2.83M | 2.8% | N/A | 0.027% | |
| 7/30/2025 | LGT Financial Advisors LLC | 2,027 | $228K | 0.6% | +18.0% | 0.002% | |
| 7/30/2025 | Darrow Company Inc. | 45,666 | $5.14M | 2.6% | +8.7% | 0.050% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 16,975 | $1.91M | 0.1% | -2.1% | 0.018% | |
| 7/30/2025 | Fiduciary Planning LLC | 37,923 | $4.27M | 1.4% | -2.3% | 0.041% | |
| 7/29/2025 | Stephens Inc. AR | 4,408 | $496K | 0.0% | +2.1% | 0.005% | |
| 7/29/2025 | Altus Wealth Group LLC | 131,514 | $14.79M | 6.5% | +3.4% | 0.143% | |
| 7/29/2025 | Balboa Wealth Partners | 18,350 | $2.06M | 0.4% | N/A | 0.020% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 46,313 | $5.30M | 0.2% | N/A | 0.050% | |
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