| 10/23/2025 | Visionary Horizons LLC | 59,098 | $1.73M | 1.0% | +5.3% | 0.030% | |
| 10/23/2025 | Spire Wealth Management | 5,000 | $147K | 0.0% | N/A | 0.003% | |
| 10/23/2025 | Park Avenue Securities LLC | 850,669 | $24.94M | 0.2% | -9.0% | 0.429% | |
| 10/22/2025 | O Brien Wealth Partners LLC | 397,989 | $11.67M | 1.6% | +1.4% | 0.201% | |
| 10/22/2025 | Cerity Partners LLC | 2,781,660 | $81.56M | 0.1% | +0.5% | 1.402% | |
| 10/22/2025 | Tilson Financial Group Inc. | 303,865 | $8.91M | 2.9% | +4.0% | 0.153% | |
| 10/22/2025 | SeaBridge Investment Advisors LLC | 372,148 | $10.91M | 1.8% | -18.5% | 0.188% | |
| 10/22/2025 | CoreCap Advisors LLC | 8,362 | $245K | 0.0% | +49.1% | 0.004% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 107,916 | $3.16M | 0.1% | -6.6% | 0.054% | |
| 10/22/2025 | Capital Management Associates Inc | 16,880 | $495K | 0.1% | N/A | 0.009% | |
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| 10/22/2025 | Private Wealth Group LLC | 359,390 | $10.54M | 5.2% | +67.0% | 0.181% | |
| 10/22/2025 | Mechanics Bank Trust Department | 168,628 | $4.94M | 0.7% | +13.8% | 0.085% | |
| 10/21/2025 | Global Retirement Partners LLC | 9,250 | $271K | 0.0% | +11.4% | 0.005% | |
| 10/21/2025 | SigFig Wealth Management LLC | 92,015 | $2.70M | 0.1% | -4.3% | 0.046% | |
| 10/21/2025 | TruNorth Capital Management LLC | 4,970 | $146K | 0.0% | N/A | 0.003% | |
| 10/21/2025 | Altfest L J & Co. Inc. | 21,550 | $632K | 0.1% | -28.4% | 0.011% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 78,806 | $2.31M | 0.2% | -12.8% | 0.040% | |
| 10/21/2025 | Sentinel Pension Advisors LLC | 85,105 | $2.50M | 0.4% | +10.8% | 0.043% | |
| 10/20/2025 | Premier Financial Group | 4,925 | $144K | 0.0% | N/A | 0.002% | |
| 10/20/2025 | Miracle Mile Advisors LLC | 453,239 | $13.29M | 0.2% | +5.9% | 0.229% | |
| 10/20/2025 | Merit Financial Group LLC | 436,166 | $12.79M | 0.1% | -91.6% | 0.220% | |
| 10/20/2025 | Sax Wealth Advisors LLC | 16,006 | $469K | 0.0% | -5.2% | 0.008% | |
| 10/20/2025 | Ascent Group LLC | 24,372 | $715K | 0.0% | -2.4% | 0.012% | |
| 10/20/2025 | Main Line Retirement Advisors LLC | 240,113 | $7.04M | 3.6% | +7.8% | 0.121% | |
| 10/20/2025 | Continuum Advisory LLC | 35,751 | $1.05M | 0.1% | +4.3% | 0.018% | |
| 10/20/2025 | Tripletail Wealth Management LLC | 848 | $25K | 0.0% | N/A | 0.000% | |
| 10/17/2025 | Austin Private Wealth LLC | 18,136 | $532K | 0.0% | +15.6% | 0.009% | |
| 10/17/2025 | HM Payson & Co. | 14,355 | $421K | 0.0% | +47.0% | 0.007% | |
| 10/17/2025 | Goldstone Financial Group LLC | 23,215 | $681K | 0.1% | -25.8% | 0.012% | |
| 10/17/2025 | WorthPointe LLC | 101,976 | $2.99M | 1.1% | +134.5% | 0.051% | |
| 10/17/2025 | Mattson Financial Services LLC | 9,755 | $286K | 0.1% | -5.0% | 0.005% | |
| 10/17/2025 | Perigon Wealth Management LLC | 37,349 | $1.10M | 0.0% | +44.5% | 0.019% | |
| 10/17/2025 | Sowell Financial Services LLC | 28,283 | $829K | 0.0% | +47.6% | 0.014% | |
| 10/17/2025 | MKT Advisors LLC | 100,315 | $2.94M | 1.1% | +17.6% | 0.050% | |
| 10/16/2025 | Carnegie Investment Counsel | 27,469 | $805K | 0.0% | +2.3% | 0.014% | |
| 10/16/2025 | Beacon Capital Management Inc. | 1,780 | $52K | 0.0% | -58.6% | 0.001% | |
| 10/16/2025 | Lowe Wealth Advisors LLC | 443,942 | $13.02M | 4.8% | +4.1% | 0.221% | |
| 10/16/2025 | Burney Co. | 6,937 | $203K | 0.0% | N/A | 0.003% | |
| 10/16/2025 | Blue Trust Inc. | 25,930 | $760K | 0.0% | +7.5% | 0.013% | |
| 10/16/2025 | Donald L. Hagan LLC | 22,193 | $651K | 0.3% | +17.1% | 0.011% | |
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| 10/15/2025 | CWM LLC | 1,624,900 | $47.64M | 0.1% | +88.9% | 0.810% | |
| 10/15/2025 | MY Wealth Management Inc. | 144,950 | $4.25M | 3.7% | +0.6% | 0.072% | |
| 10/15/2025 | World Investment Advisors | 7,687 | $225K | 0.0% | -6.6% | 0.004% | |
| 10/15/2025 | Successful Portfolios LLC | 41,406 | $1.21M | 0.7% | +172.9% | 0.021% | |
| 10/15/2025 | Crane Advisory LLC | 950,856 | $27.83M | 4.4% | +3.6% | 0.474% | |
| 10/14/2025 | Tactive Advisors LLC | 55,991 | $1.64M | 0.5% | +11.4% | 0.028% | |
| 10/14/2025 | GLOBALT Investments LLC GA | 4,455,248 | $130.63M | 4.8% | -1.8% | 2.221% | |
| 10/14/2025 | Cranbrook Wealth Management LLC | 14,335 | $420K | 0.1% | +28.0% | 0.007% | |
| 10/14/2025 | Paladin Wealth LLC | 22,745 | $667K | 0.5% | -14.6% | 0.011% | |
| 10/14/2025 | Retirement Income Solutions Inc. | 20,308 | $595K | 0.1% | -3.3% | 0.010% | |
| 10/14/2025 | Evanson Asset Management LLC | 35,451 | $1.04M | 0.1% | N/A | 0.018% | |
| 10/14/2025 | Lake Hills Wealth Management LLC | 11,390 | $334K | 0.2% | N/A | 0.006% | |
| 10/10/2025 | Flputnam Investment Management Co. | 2,035,594 | $59.68M | 0.9% | +10.9% | 1.037% | |
| 10/10/2025 | Falcon Wealth Planning | 13,588 | $398K | 0.0% | -26.4% | 0.007% | |
| 10/10/2025 | Matauro LLC | 116,084 | $3.40M | 0.5% | -7.2% | 0.059% | |
| 10/10/2025 | Fiduciary Financial Group LLC | 50,169 | $1.47M | 0.2% | -10.7% | 0.026% | |
| 10/9/2025 | Financial Enhancement Group LLC | 13,624 | $399K | 0.1% | -7.3% | 0.007% | |
| 10/9/2025 | Centurion Wealth Management LLC | 28,000 | $821K | 0.2% | N/A | 0.014% | |
| 10/9/2025 | Redhawk Wealth Advisors Inc. | 24,677 | $724K | 0.1% | -64.1% | 0.013% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 73,501 | $2.16M | 0.1% | -31.5% | 0.037% | |
| 10/8/2025 | Genesis Private Wealth LLC | 110,659 | $3.25M | 1.4% | +1.2% | 0.056% | |
| 10/8/2025 | Integrated Capital Management Inc. | 245,428 | $7.20M | 5.0% | -10.6% | 0.125% | |
| 10/7/2025 | Walker Financial Services Inc. | 97,242 | $2.85M | 1.1% | +26.0% | 0.050% | |
| 10/7/2025 | ST Germain D J Co. Inc. | 532,135 | $15.60M | 0.6% | +8.3% | 0.271% | |
| 10/7/2025 | 1620 Investment Advisors Inc. | 105,545 | $3.10M | 2.1% | -1.4% | 0.054% | |
| 10/6/2025 | Boston Standard Wealth Management LLC | 785,241 | $23.02M | 3.9% | +5.0% | 0.400% | |
| 10/6/2025 | SMI Advisory Services LLC | 9,200 | $269K | 0.1% | -20.9% | 0.005% | |
| 10/6/2025 | Gradient Investments LLC | 558,185 | $16.37M | 0.3% | -5.4% | 0.284% | |
| 10/6/2025 | Heartwood Wealth Advisors LLC | 847,944 | $24.86M | 2.3% | +1.5% | 0.432% | |
| 10/1/2025 | Hobart Private Capital LLC | 113,961 | $3.34M | 0.7% | +11.9% | 0.057% | |
| 9/4/2025 | Osaic Holdings Inc. | 1,275,497 | $37.36M | 0.1% | +11.1% | 0.639% | |
| 9/4/2025 | Beacon Capital Management Inc. | 4,297 | $126K | 0.0% | N/A | 0.002% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 71,641 | $2.10M | 0.0% | N/A | 0.036% | |
| 8/22/2025 | TT Capital Management LLC | 8,356 | $244K | 0.1% | N/A | 0.004% | |
| 8/20/2025 | Thompson Davis & CO. Inc. | 42,325 | $1.24M | 0.6% | +14.9% | 0.021% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 24,363 | $714K | 0.0% | N/A | 0.012% | |
| 8/18/2025 | Tactive Advisors LLC | 50,261 | $1.47M | 0.5% | N/A | 0.025% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 16,516 | $484K | 0.0% | +69.8% | 0.008% | |
| 8/18/2025 | Cornerstone Financial Group LLC NE | 16,291 | $477K | 0.4% | +3.9% | 0.008% | |
| 8/18/2025 | Castleark Management LLC | 1,334,080 | $39.08M | 1.2% | +119.5% | 0.668% | |
| 8/18/2025 | Front Row Advisors LLC | 17,370 | $509K | 0.2% | -6.9% | 0.009% | |
| 8/16/2025 | Evergreen Capital Management LLC | 845,495 | $24.77M | 0.7% | -9.4% | 0.424% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 61,317 | $1.80M | 0.0% | N/A | 0.031% | |
| 8/15/2025 | Equitable Holdings Inc. | 290,218 | $8.50M | 0.1% | -2.2% | 0.145% | |
| 8/15/2025 | Captrust Financial Advisors | 12,963 | $380K | 0.0% | -8.7% | 0.006% | |
| 8/15/2025 | Manhattan West Asset Management LLC | 300,912 | $8.81M | 2.0% | -8.1% | 0.151% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 71,641 | $2.10M | 0.0% | N/A | 0.036% | |
| 8/15/2025 | MML Investors Services LLC | 262,057 | $7.68M | 0.0% | +10.0% | 0.131% | |
| 8/15/2025 | Modern Wealth Management LLC | 996,838 | $29.20M | 0.7% | +174.7% | 0.499% | |
| 8/15/2025 | IHT Wealth Management LLC | 81,298 | $2.38M | 0.1% | +41.5% | 0.041% | |
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| 8/15/2025 | Great Valley Advisor Group Inc. | 36,771 | $1.08M | 0.0% | -84.1% | 0.018% | |
| 8/15/2025 | Bank of America Corp DE | 16,610,571 | $486.52M | 0.0% | -18.9% | 8.322% | |
| 8/15/2025 | Ameriprise Financial Inc. | 4,292,564 | $125.95M | 0.0% | -56.0% | 2.151% | |
| 8/14/2025 | Raymond James Financial Inc. | 791,162 | $23.17M | 0.0% | +26.9% | 0.396% | |
| 8/14/2025 | Betterment LLC | 23,741 | $695K | 0.0% | -1.5% | 0.012% | |
| 8/14/2025 | Napa Wealth Management | 48,528 | $1.42M | 0.7% | +513.8% | 0.024% | |
| 8/14/2025 | Vivaldi Capital Management LP | 86,172 | $2.52M | 0.4% | -3.0% | 0.043% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 18,404 | $539K | 0.0% | N/A | 0.009% | |
| 8/14/2025 | Faithward Advisors LLC | 122,856 | $3.60M | 0.6% | -20.5% | 0.062% | |
| 8/14/2025 | NewEdge Advisors LLC | 66,300 | $1.94M | 0.0% | +90.8% | 0.033% | |