| 8/4/2025 | Bridgewealth Advisory Group LLC | 2,467 | $702K | 0.2% | N/A | 0.004% | |
| 8/4/2025 | Integrity Alliance LLC. | 29,216 | $8.31M | 0.5% | +3.7% | 0.048% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 7,176 | $2.04M | 0.1% | +14.6% | 0.012% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,365 | $388K | 0.1% | -5.0% | 0.002% | |
| 8/4/2025 | IFG Advisory LLC | 10,205 | $2.90M | 0.1% | +3.2% | 0.017% | |
| 8/4/2025 | BLB&B Advisors LLC | 1,319 | $375K | 0.0% | -14.7% | 0.002% | |
| 8/4/2025 | Simon Quick Advisors LLC | 4,381 | $1.25M | 0.1% | -12.0% | 0.007% | |
| 8/4/2025 | Ledyard National Bank | 1,858 | $528K | 0.0% | -12.0% | 0.003% | |
| 8/4/2025 | Atria Investments Inc | 13,382 | $3.81M | 0.0% | +14.3% | 0.022% | |
| 8/4/2025 | Savvy Advisors Inc. | 2,962 | $842K | 0.1% | +58.3% | 0.005% | |
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| 8/4/2025 | Assetmark Inc. | 2,458,167 | $699.08M | 1.7% | +3.2% | 4.021% | |
| 8/4/2025 | Spire Wealth Management | 3,155 | $897K | 0.0% | -10.9% | 0.005% | |
| 8/4/2025 | Arkadios Wealth Advisors | 5,758 | $1.64M | 0.0% | +8.0% | 0.009% | |
| 8/4/2025 | World Investment Advisors | 111,205 | $31.64M | 0.7% | +634.2% | 0.182% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 2,153 | $612K | 0.0% | -14.6% | 0.004% | |
| 8/4/2025 | Bristlecone Advisors LLC | 1,100 | $313K | 0.0% | +4,682.6% | 0.002% | |
| 8/4/2025 | Evergreen Wealth Management LLC | 4,679 | $1.33M | 0.7% | -2.4% | 0.008% | |
| 8/1/2025 | Strategic Financial Services Inc. | 2,362 | $672K | 0.0% | -4.9% | 0.004% | |
| 8/1/2025 | Planning Directions Inc. | 19,116 | $5.44M | 3.1% | +3.4% | 0.031% | |
| 8/1/2025 | Redmond Asset Management LLC | 1,013 | $288K | 0.1% | -3.5% | 0.002% | |
| 8/1/2025 | Capital Investment Counsel LLC | 24,071 | $6.85M | 1.1% | -3.7% | 0.039% | |
| 8/1/2025 | GWN Securities Inc. | 3,756 | $1.08M | 0.2% | +32.5% | 0.006% | |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 4,943 | $1.41M | 0.6% | -87.0% | 0.008% | |
| 8/1/2025 | Advisory Alpha LLC | 42,933 | $12.21M | 0.4% | +3.6% | 0.070% | |
| 8/1/2025 | Rossby Financial LCC | 248 | $71K | 0.0% | -47.9% | 0.000% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 1,509 | $429K | 0.0% | -6.8% | 0.002% | |
| 8/1/2025 | GoalVest Advisory LLC | 1,117 | $318K | 0.1% | +115.6% | 0.002% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 7,975 | $2.27M | 0.1% | -50.8% | 0.013% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 12,606 | $3.59M | 1.9% | -0.3% | 0.021% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 29,003 | $8.25M | 2.2% | +0.3% | 0.047% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 637,002 | $181.13M | 0.1% | -23.4% | 1.042% | |
| 7/31/2025 | Wealthfront Advisers LLC | 9,204 | $2.62M | 0.0% | -3.1% | 0.015% | |
| 7/31/2025 | Brighton Jones LLC | 11,602 | $3.30M | 0.1% | +0.8% | 0.019% | |
| 7/31/2025 | Leavell Investment Management Inc. | 25,129 | $7.16M | 0.3% | +3.9% | 0.041% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 10,440 | $2.97M | 0.0% | +1.9% | 0.017% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 557 | $158K | 0.1% | -42.5% | 0.001% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 6,675 | $1.90M | 0.2% | +3.1% | 0.011% | |
| 7/31/2025 | Opes Wealth Management LLC | 53,940 | $15.34M | 2.7% | +5.6% | 0.088% | |
| 7/31/2025 | Carnegie Investment Counsel | 2,909 | $827K | 0.0% | -23.6% | 0.005% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 716 | $204K | 0.0% | N/A | 0.001% | |
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| 7/30/2025 | Cornerstone Advisory LLC | 4,918 | $1.40M | 0.2% | +0.8% | 0.008% | |
| 7/30/2025 | Insight Advisors LLC PA | 8,481 | $2.41M | 0.4% | -0.5% | 0.014% | |
| 7/30/2025 | Strategic Blueprint LLC | 913 | $260K | 0.0% | -46.7% | 0.001% | |
| 7/30/2025 | Principle Wealth Partners LLC | 4,591 | $1.31M | 0.1% | N/A | 0.008% | |
| 7/30/2025 | LifeWealth Investments LLC | 5,268 | $1.50M | 0.5% | +26.9% | 0.009% | |
| 7/30/2025 | Freedom Investment Management Inc. | 3,889 | $1.11M | 0.1% | +3.9% | 0.006% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 12,432 | $3.54M | 0.6% | +5.7% | 0.020% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 1,895 | $539K | 0.1% | -4.1% | 0.003% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 1,980 | $563K | 0.0% | -19.8% | 0.003% | |
| 7/30/2025 | Black Diamond Financial LLC | 59,732 | $16.99M | 2.6% | -10.3% | 0.098% | |
| 7/30/2025 | TFB Advisors LLC | 18,481 | $5.26M | 1.4% | -3.4% | 0.030% | |
| 7/30/2025 | Patten Group Inc. | 1,111 | $316K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | Brookstone Capital Management | 9,989 | $2.84M | 0.0% | -2.9% | 0.016% | |
| 7/30/2025 | Klingman & Associates LLC | 1,305 | $371K | 0.0% | -4.0% | 0.002% | |
| 7/30/2025 | Bogart Wealth LLC | 248 | $71K | 0.0% | +115.7% | 0.000% | |
| 7/30/2025 | Financial Perspectives Inc | 770 | $219K | 0.1% | -5.2% | 0.001% | |
| 7/30/2025 | Crewe Advisors LLC | 797 | $227K | 0.0% | +76.3% | 0.001% | |
| 7/29/2025 | Stephens Inc. AR | 24,676 | $7.02M | 0.1% | +1.3% | 0.040% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 1,356 | $386K | 0.1% | -30.1% | 0.002% | |
| 7/29/2025 | Balboa Wealth Partners | 2,594 | $738K | 0.1% | +103.3% | 0.004% | |
| 7/29/2025 | Planned Solutions Inc. | 793 | $226K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | BKM Wealth Management LLC | 3,821 | $1.09M | 0.4% | +1.8% | 0.006% | |
| 7/29/2025 | Systelligence LLC | 70,209 | $19.97M | 3.7% | N/A | 0.115% | |
| 7/29/2025 | Ballast Inc. | 10,743 | $3.06M | 1.3% | N/A | 0.018% | |
| 7/29/2025 | Gladwyn Financial Advisors Inc. | 33,967 | $9.66M | 7.5% | N/A | 0.056% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 5,781 | $1.64M | 0.0% | -7.9% | 0.009% | |
| 7/29/2025 | May Barnhard Investments LLC | 18,493 | $5.26M | 2.5% | +1.9% | 0.030% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 15,589 | $4.43M | 1.2% | -1.7% | 0.026% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 3,774 | $1.07M | 0.1% | -35.1% | 0.006% | |
| 7/29/2025 | Rodgers & Associates LTD | 94,583 | $26.90M | 3.0% | +3.5% | 0.155% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,095 | $2.59M | 0.0% | +5.5% | 0.015% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 10,276 | $2.92M | 0.2% | +10.4% | 0.017% | |
| 7/29/2025 | Private Trust Co. NA | 1,650 | $469K | 0.0% | +23.6% | 0.003% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 11,300 | $3.21M | 0.6% | -1.0% | 0.018% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 9,388 | $2.67M | 0.5% | +3.5% | 0.015% | |
| 7/29/2025 | Aire Advisors LLC | 86,168 | $24.51M | 4.7% | -1.2% | 0.141% | |
| 7/28/2025 | Uptick Partners LLC | 7,374 | $2.10M | 0.6% | +0.6% | 0.012% | |
| 7/28/2025 | Sagace Wealth Management LLC | 18,477 | $5.26M | 3.9% | +130.2% | 0.030% | |
| 7/28/2025 | Ritholtz Wealth Management | 3,072 | $874K | 0.0% | -1.9% | 0.005% | |
| 7/28/2025 | Triton Wealth Management PLLC | 1,881 | $546K | 0.2% | N/A | 0.003% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 11,023 | $3.14M | 1.0% | +15.5% | 0.018% | |
| 7/28/2025 | Harbour Investments Inc. | 8,661 | $2.46M | 0.1% | +14.4% | 0.014% | |
| 7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 6,239 | $1.77M | 0.3% | +7.8% | 0.010% | |
| 7/28/2025 | Courier Capital LLC | 859 | $244K | 0.0% | -18.6% | 0.001% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 3,188 | $907K | 0.0% | +33.5% | 0.005% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 132,183 | $37.59M | 0.7% | +12.7% | 0.216% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 11,973 | $3.41M | 0.9% | +7.7% | 0.020% | |
| 7/28/2025 | RFG Advisory LLC | 1,578 | $449K | 0.0% | -34.7% | 0.003% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 3,330 | $947K | 0.1% | +23.5% | 0.005% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 2,414 | $686K | 0.1% | -21.6% | 0.004% | |
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| 7/25/2025 | Verdence Capital Advisors LLC | 2,202 | $626K | 0.0% | -15.4% | 0.004% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 21,529 | $6.13M | 0.1% | -6.9% | 0.035% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,619 | $1.03M | 0.0% | -4.4% | 0.006% | |
| 7/25/2025 | Concord Wealth Partners | 528 | $150K | 0.0% | +252.0% | 0.001% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 3,381 | $962K | 0.0% | +2.8% | 0.006% | |
| 7/25/2025 | St. Louis Trust Co | 4,289 | $1.22M | 0.2% | +19.2% | 0.007% | |
| 7/25/2025 | Griffin Asset Management Inc. | 764 | $217K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | MGO One Seven LLC | 4,063 | $1.16M | 0.0% | +3.8% | 0.007% | |
| 7/25/2025 | Welch Group LLC | 903 | $257K | 0.0% | +10.1% | 0.001% | |
| 7/25/2025 | Presilium Private Wealth LLC | 84,976 | $24.17M | 4.9% | -1.4% | 0.139% | |
