| 8/12/2025 | J.W. Cole Advisors Inc. | 4,623 | $1.68M | 0.0% | +69.3% | 0.028% | |
| 8/12/2025 | One Charles Private Wealth Services LLC | 3,222 | $1.17M | 0.3% | +7.5% | 0.019% | |
| 8/12/2025 | Global Retirement Partners LLC | 1,706 | $618K | 0.0% | N/A | 0.010% | |
| 8/12/2025 | Soundwatch Capital LLC | 3,021 | $1.10M | 0.0% | N/A | 0.018% | |
| 8/12/2025 | AlphaCore Capital LLC | 14,980 | $5.43M | 0.2% | +16,922.7% | 0.090% | |
| 8/12/2025 | MAI Capital Management | 1,563 | $566K | 0.0% | -6.1% | 0.009% | |
| 8/12/2025 | JPMorgan Chase & Co. | 479,965 | $173.90M | 0.0% | -7.4% | 2.874% | |
| 8/12/2025 | NFP Retirement Inc. | 2,407 | $872K | 0.1% | +3.3% | 0.014% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 5,489 | $2.00M | 0.0% | +15.6% | 0.033% | |
| 8/11/2025 | Anfield Capital Management LLC | 20,044 | $7.26M | 2.4% | -1.2% | 0.121% | |
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| 8/11/2025 | Wealthspire Advisors LLC | 561 | $203K | 0.0% | N/A | 0.003% | |
| 8/11/2025 | Adaptive Financial Consulting LLC | 35,023 | $12.69M | 5.3% | -0.3% | 0.211% | |
| 8/11/2025 | Intrust Bank NA | 812 | $294K | 0.0% | N/A | 0.005% | |
| 8/11/2025 | Nomura Asset Management Co. Ltd. | 676 | $245K | 0.0% | -54.2% | 0.004% | |
| 8/11/2025 | Western Wealth Management LLC | 862 | $312K | 0.0% | -14.1% | 0.005% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 80,114 | $30.75M | 0.1% | -4.9% | 0.482% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 6,609 | $2.40M | 0.0% | -64.7% | 0.040% | |
| 8/8/2025 | Cetera Investment Advisers | 55,601 | $20.15M | 0.0% | -19.9% | 0.334% | |
| 8/8/2025 | Flaharty Asset Management LLC | 281 | $102K | 0.0% | +33.8% | 0.002% | |
| 8/8/2025 | Creative Planning | 10,751 | $3.90M | 0.0% | -0.5% | 0.065% | |
| 8/8/2025 | Condor Capital Management | 2,179 | $789K | 0.1% | -2.1% | 0.013% | |
| 8/8/2025 | Empower Advisory Group LLC | 40,938 | $14.83M | 0.0% | +50.3% | 0.246% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 77,743 | $28.17M | 0.4% | +4.6% | 0.468% | |
| 8/8/2025 | Mittelman Wealth Management | 1,262 | $457K | 0.4% | -12.5% | 0.008% | |
| 8/8/2025 | Advisors Capital Management LLC | 9,800 | $3.55M | 0.0% | +2.3% | 0.059% | |
| 8/8/2025 | Richmond Brothers Inc. | 18,973 | $6.87M | 4.5% | +68.1% | 0.114% | |
| 8/8/2025 | Bailard Inc. | 24,749 | $8.97M | 0.2% | -2.9% | 0.149% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 63,756 | $23.10M | 0.0% | -1.3% | 0.384% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 289 | $105K | 0.1% | -60.6% | 0.002% | |
| 8/7/2025 | Clarity Wealth Advisors LLC | 9,988 | $3.62M | 0.9% | -7.0% | 0.060% | |
| 8/7/2025 | Nwam LLC | 895 | $333K | 0.0% | +19.3% | 0.005% | |
| 8/7/2025 | Montag A & Associates Inc. | 3,524 | $1.28M | 0.1% | +1.7% | 0.021% | |
| 8/7/2025 | Birchcreek Wealth Management LLC | 1,428 | $517K | 0.3% | +12.2% | 0.009% | |
| 8/7/2025 | Allworth Financial LP | 1,494 | $541K | 0.0% | +14.0% | 0.009% | |
| 8/7/2025 | Fountainhead AM LLC | 3,207 | $1.16M | 0.2% | +420.6% | 0.019% | |
| 8/7/2025 | PFG Advisors | 17,803 | $6.45M | 0.2% | +17.6% | 0.107% | |
| 8/7/2025 | Sound View Wealth Advisors Group LLC | 3,727 | $1.35M | 0.1% | -4.5% | 0.022% | |
| 8/6/2025 | Prospera Financial Services Inc | 3,510 | $1.27M | 0.0% | -9.2% | 0.021% | |
| 8/6/2025 | AGF Management Ltd. | 7,741 | $2.81M | 0.0% | -12.9% | 0.047% | |
| 8/6/2025 | AE Wealth Management LLC | 15,479 | $5.61M | 0.0% | +11.8% | 0.093% | |
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| 8/6/2025 | Garrison Point Advisors LLC | 571 | $207K | 0.1% | N/A | 0.003% | |
| 8/6/2025 | Bonfire Financial | 16,075 | $5.83M | 4.8% | +3.9% | 0.097% | |
| 8/6/2025 | KCM Investment Advisors LLC | 85,565 | $31.00M | 1.0% | +2.7% | 0.515% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 638 | $231K | 0.0% | -22.3% | 0.004% | |
| 8/6/2025 | Savant Capital LLC | 822 | $298K | 0.0% | N/A | 0.005% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 3,338 | $1.21M | 0.5% | -8.3% | 0.020% | |
| 8/6/2025 | Simmons Bank | 1,592 | $577K | 0.0% | -8.1% | 0.010% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 564 | $204K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | Westside Investment Management Inc. | 21,826 | $7.91M | 1.5% | +1.4% | 0.131% | |
| 8/5/2025 | Bank of Montreal Can | 2,785 | $1.01M | 0.0% | +14.1% | 0.017% | |
| 8/5/2025 | Mission Wealth Management LP | 1,856 | $673K | 0.0% | +9.5% | 0.011% | |
| 8/5/2025 | TIAA Trust National Association | 3,912 | $1.42M | 0.0% | -5.7% | 0.024% | |
| 8/5/2025 | Elm Partners Management LLC | 6,410 | $2.32M | 0.1% | +444.1% | 0.039% | |
| 8/4/2025 | Integrity Alliance LLC. | 838 | $304K | 0.0% | N/A | 0.005% | |
| 8/4/2025 | Atria Investments Inc | 9,936 | $3.60M | 0.0% | +49.4% | 0.060% | |
| 8/4/2025 | Assetmark Inc. | 22,804 | $8.26M | 0.0% | +74.9% | 0.137% | |
| 8/4/2025 | Spire Wealth Management | 52,773 | $19.07M | 0.7% | -21.0% | 0.317% | |
| 8/4/2025 | Arkadios Wealth Advisors | 796 | $288K | 0.0% | -11.4% | 0.005% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 151 | $55K | 0.1% | N/A | 0.001% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 6,551 | $2.37M | 0.1% | -19.4% | 0.039% | |
| 8/4/2025 | Quaker Wealth Management LLC | 125 | $45K | 0.0% | -200.0% | 0.001% | |
| 8/1/2025 | FSA Advisors Inc. | 1,574 | $570K | 0.5% | -3.3% | 0.009% | |
| 8/1/2025 | Auto Owners Insurance Co | 80,700 | $29.23M | 0.7% | +56.0% | 0.485% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 561 | $203K | 0.1% | N/A | 0.003% | |
| 8/1/2025 | Brookwood Investment Group LLC | 1,216 | $441K | 0.1% | +36.5% | 0.007% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 192,653 | $69.80M | 0.0% | -16.1% | 1.159% | |
| 7/31/2025 | Wealthfront Advisers LLC | 2,332 | $845K | 0.0% | -8.7% | 0.014% | |
| 7/31/2025 | Ingalls & Snyder LLC | 2,496 | $904K | 0.0% | +24.4% | 0.015% | |
| 7/31/2025 | Leavell Investment Management Inc. | 5,185 | $1.88M | 0.1% | -0.9% | 0.031% | |
| 7/31/2025 | Hobart Private Capital LLC | 29,655 | $10.75M | 2.4% | -6.8% | 0.178% | |
| 7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 2,400 | $870K | 0.2% | -7.3% | 0.014% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 1,284 | $465K | 0.1% | +11.8% | 0.008% | |
| 7/31/2025 | Sharper & Granite LLC | 2,398 | $880K | 0.3% | +41.2% | 0.014% | |
| 7/30/2025 | Axiom Financial Strategies LLC | 12,476 | $4.52M | 2.5% | -3.3% | 0.075% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 4,735 | $1.72M | 0.3% | -0.8% | 0.028% | |
| 7/30/2025 | Brookstone Capital Management | 2,114 | $766K | 0.0% | -44.4% | 0.013% | |
| 7/30/2025 | Retirement Planning Group LLC | 921 | $334K | 0.0% | N/A | 0.006% | |
| 7/30/2025 | Berkeley Capital Partners LLC | 3,555 | $1.29M | 0.3% | +0.9% | 0.021% | |
| 7/30/2025 | Financial Perspectives Inc | 2,158 | $782K | 0.2% | +11.5% | 0.013% | |
| 7/30/2025 | WBH Advisory Inc. | 6,359 | $2.30M | 0.2% | -10.0% | 0.038% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 2,745 | $995K | 0.4% | -2.6% | 0.017% | |
| 7/29/2025 | Salomon & Ludwin LLC | 13,990 | $5.14M | 0.5% | -2.5% | 0.084% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 2,417 | $876K | 0.0% | -17.7% | 0.015% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 41,026 | $14.87M | 0.2% | -5.3% | 0.247% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 1,326 | $481K | 0.2% | -2.6% | 0.008% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 595 | $216K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Nvest Financial LLC | 1,885 | $683K | 0.4% | -5.9% | 0.011% | |
| 7/28/2025 | Harbour Investments Inc. | 2,218 | $803K | 0.0% | +12.1% | 0.013% | |
| 7/28/2025 | Equitable Trust Co. | 2,262 | $820K | 0.0% | -17.2% | 0.014% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 21,531 | $7.80M | 2.0% | +2.6% | 0.130% | |
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| 7/28/2025 | RFG Advisory LLC | 804 | $291K | 0.0% | -24.2% | 0.005% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 10,648 | $3.86M | 0.1% | -23.1% | 0.064% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 25,201 | $9.18M | 0.2% | +26.6% | 0.152% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,683 | $5.32M | 0.0% | +35.1% | 0.088% | |
| 7/25/2025 | MGO One Seven LLC | 1,255 | $455K | 0.0% | +65.3% | 0.008% | |
| 7/25/2025 | CWM LLC | 594 | $215K | 0.0% | -21.2% | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 14,104 | $5.11M | 0.1% | -2.3% | 0.085% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 5,843 | $2.12M | 0.0% | +2.2% | 0.035% | |
| 7/25/2025 | Apollon Financial LLC | 16,272 | $5.90M | 1.2% | -2.0% | 0.098% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 193 | $70K | 0.0% | N/A | 0.001% | |
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