| 8/8/2025 | Kingsview Wealth Management LLC | 22,524 | $911K | 0.0% | -9.5% | 0.116% | |
| 8/8/2025 | Cetera Investment Advisers | 260,763 | $10.55M | 0.0% | -2.3% | 1.344% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 30,016 | $1.21M | 0.0% | -5.3% | 0.155% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 8,075 | $327K | 0.2% | +18.3% | 0.042% | |
| 8/7/2025 | Sound View Wealth Advisors Group LLC | 7,079 | $286K | 0.0% | -3.8% | 0.036% | |
| 8/6/2025 | AE Wealth Management LLC | 75,421 | $3.05M | 0.0% | -2.3% | 0.389% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,457,662 | $58.98M | 0.8% | +15.8% | 7.514% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 7,509 | $304K | 0.1% | -10.3% | 0.039% | |
| 8/5/2025 | Milestone Asset Management LLC | 15,454 | $625K | 0.1% | -2.7% | 0.080% | |
| 8/5/2025 | WorthPointe LLC | 5,158 | $209K | 0.1% | N/A | 0.027% | |
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| 8/5/2025 | Sigma Planning Corp | 11,228 | $454K | 0.0% | -30.5% | 0.058% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,100 | $85K | 0.0% | -32.7% | 0.011% | |
| 8/4/2025 | World Investment Advisors | 6,245 | $253K | 0.0% | -19.6% | 0.032% | |
| 8/1/2025 | Corrado Advisors LLC | 44,198 | $1.79M | 1.1% | -47.1% | 0.228% | |
| 8/1/2025 | FSA Advisors Inc. | 31,147 | $1.26M | 1.0% | -2.7% | 0.161% | |
| 8/1/2025 | Advisory Alpha LLC | 143,249 | $5.80M | 0.2% | +0.5% | 0.738% | |
| 7/31/2025 | Orion Capital Management LLC | 35,255 | $1.43M | 0.5% | -3.2% | 0.182% | |
| 7/31/2025 | Interchange Capital Partners LLC | 5,000 | $202K | 0.0% | N/A | 0.026% | |
| 7/31/2025 | Gill Capital Partners LLC | 107,229 | $4.34M | 1.4% | -2.7% | 0.553% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,023 | $325K | 0.0% | -53.1% | 0.041% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 36,953 | $1.50M | 1.4% | -20.5% | 0.190% | |
| 7/30/2025 | Brookstone Capital Management | 167,787 | $6.79M | 0.1% | -16.5% | 0.865% | |
| 7/30/2025 | Retirement Planning Group LLC | 15,792 | $639K | 0.0% | -16.8% | 0.081% | |
| 7/30/2025 | Triton Financial Group Inc | 8,296 | $336K | 0.2% | N/A | 0.043% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 32,455 | $1.31M | 0.0% | -7.4% | 0.167% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 8,253 | $339K | 0.0% | -9.3% | 0.043% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,768 | $355K | 0.0% | -11.6% | 0.045% | |
| 7/29/2025 | Straight Path Wealth Management | 10,078 | $408K | 0.1% | N/A | 0.052% | |
| 7/28/2025 | Harbour Investments Inc. | 17,445 | $706K | 0.0% | -3.6% | 0.090% | |
| 7/28/2025 | RFG Advisory LLC | 30,996 | $1.25M | 0.0% | -24.4% | 0.160% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 39,677 | $1.61M | 0.0% | -31.6% | 0.205% | |
| 7/25/2025 | Parker Financial LLC | 6,138 | $248K | 0.1% | -12.4% | 0.032% | |
| 7/25/2025 | Mitchell Capital Management Co. | 6,754 | $277K | 0.1% | -26.6% | 0.035% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 71,040 | $2.87M | 1.5% | -3.3% | 0.366% | |
| 7/24/2025 | IFP Advisors Inc | 17,013 | $688K | 0.0% | -10.1% | 0.088% | |
| 7/24/2025 | Blair William & Co. IL | 358,968 | $14.52M | 0.0% | -22.1% | 1.850% | |
| 7/23/2025 | Columbus Macro LLC | 5,989 | $242K | 0.0% | -35.7% | 0.031% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 18,506 | $760K | 0.2% | -10.8% | 0.095% | |
| 7/22/2025 | Berkshire Money Management Inc. | 5,173 | $209K | 0.0% | N/A | 0.027% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 47,989 | $1.94M | 0.2% | -13.5% | 0.247% | |
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| 7/22/2025 | Beacon Financial Advisory LLC | 18,656 | $755K | 0.2% | -8.9% | 0.096% | |
| 7/22/2025 | Diligent Investors LLC | 118,243 | $4.78M | 1.1% | -0.6% | 0.610% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,208 | $49K | 0.0% | N/A | 0.006% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 48,962 | $1.98M | 0.7% | -1.3% | 0.252% | |
| 7/18/2025 | Truist Financial Corp | 236,344 | $9.56M | 0.0% | -0.2% | 1.218% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 71,147 | $2.88M | 0.0% | +0.8% | 0.367% | |
| 7/17/2025 | City Holding Co. | 26,406 | $1.07M | 0.1% | -2.1% | 0.136% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 36,060 | $1.46M | 0.9% | -0.8% | 0.186% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 17,140 | $699K | 1.6% | -62.7% | 0.088% | |
| 7/16/2025 | Kathmere Capital Management LLC | 5,000 | $202K | 0.0% | N/A | 0.026% | |
| 7/15/2025 | First City Capital Management Inc. | 51,132 | $2.07M | 1.2% | -0.6% | 0.264% | |
| 7/15/2025 | BCS Wealth Management | 61,747 | $2.50M | 0.5% | -10.2% | 0.318% | |
| 7/14/2025 | CRA Financial Services LLC | 82,535 | $3.34M | 0.5% | -4.0% | 0.425% | |
| 7/14/2025 | Chris Bulman Inc | 44,459 | $1.80M | 1.0% | -8.7% | 0.229% | |
| 7/14/2025 | Buska Wealth Management LLC | 29,419 | $1.19M | 0.3% | -22.3% | 0.152% | |
| 7/14/2025 | KFG Wealth Management LLC | 88,747 | $3.59M | 0.6% | -0.6% | 0.457% | |
| 7/14/2025 | Southland Equity Partners LLC | 76,056 | $3.08M | 0.7% | -1.7% | 0.392% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,035 | $406K | 0.0% | -17.6% | 0.051% | |
| 7/11/2025 | Cypress Financial Planning LLC | 14,307 | $579K | 0.2% | -15.8% | 0.073% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 20,544 | $831K | 0.1% | -9.0% | 0.105% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 72,247 | $2.94M | 0.0% | -42.9% | 0.368% | |
| 7/10/2025 | Focus Financial Network Inc. | 18,163 | $735K | 0.0% | -9.1% | 0.092% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 74,853 | $3.03M | 0.5% | -2.2% | 0.381% | |
| 7/9/2025 | Fiduciary Alliance LLC | 8,261 | $334K | 0.0% | +5.3% | 0.042% | |
| 7/2/2025 | McAlister Sweet & Associates Inc. | 121,324 | $4.91M | 5.0% | -0.5% | 0.617% | |
| 5/27/2025 | Jacobi Capital Management LLC | 27,490 | $1.04M | 0.1% | -7.7% | 0.137% | |
| 5/20/2025 | Focus Partners Wealth | 179,689 | $6.79M | 0.0% | -10.3% | 0.898% | |
| 5/19/2025 | Jane Street Group LLC | 8,960 | $339K | 0.0% | -47.9% | 0.045% | |
| 5/19/2025 | Advisory Alpha LLC | 142,559 | $5.39M | 0.2% | -3.8% | 0.713% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 8,248 | $312K | 0.0% | -27.9% | 0.041% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 17,970 | $679K | 0.3% | -8.0% | 0.090% | |
| 5/16/2025 | NewEdge Advisors LLC | 74,754 | $2.82M | 0.0% | -4.3% | 0.374% | |
| 5/16/2025 | Alliancebernstein L.P. | 2,627,369 | $99.26M | 0.0% | -0.4% | 13.137% | |
| 5/15/2025 | MAI Capital Management | 53,898 | $2.04M | 0.0% | -3.7% | 0.269% | |
| 5/15/2025 | OLD Mission Capital LLC | 298,836 | $11.29M | 0.1% | +734.6% | 1.494% | |
| 5/14/2025 | CreativeOne Wealth LLC | 25,807 | $975K | 0.0% | -5.9% | 0.129% | |
| 5/14/2025 | Luminist Capital LLC | 5,586 | $211K | 0.2% | N/A | 0.028% | |
| 5/14/2025 | Kestra Advisory Services LLC | 289,507 | $10.94M | 0.1% | -28.1% | 1.448% | |
| 5/14/2025 | Tradition Wealth Management LLC | 63,664 | $2.41M | 0.2% | -5.6% | 0.318% | |
| 5/13/2025 | Raymond James Financial Inc. | 288,146 | $10.89M | 0.0% | -3.6% | 1.441% | |
| 5/13/2025 | Cresset Asset Management LLC | 466,215 | $17.61M | 0.1% | -0.8% | 2.331% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 35,065 | $1.33M | 0.0% | -24.8% | 0.175% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 245,610 | $9.28M | 0.0% | -1.5% | 1.228% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 3,463 | $131K | 0.2% | +82.3% | 0.017% | |
| 5/13/2025 | HighTower Advisors LLC | 535,638 | $20.24M | 0.0% | -11.8% | 2.678% | |
| 5/12/2025 | Benjamin Edwards Inc. | 19,572 | $739K | 0.0% | -9.5% | 0.098% | |
| 5/12/2025 | Townsquare Capital LLC | 23,574 | $891K | 0.0% | -1.7% | 0.118% | |
| 5/12/2025 | Integrity Financial Corp WA | 1,408 | $53K | 0.0% | -62.7% | 0.007% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 46,480 | $1.76M | 1.7% | -0.6% | 0.232% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 15,494 | $585K | 0.1% | -6.2% | 0.077% | |
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| 5/9/2025 | WealthShield Partners LLC | 3,850 | $145K | 0.0% | +1,000.0% | 0.019% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 58,027 | $2.19M | 0.0% | -5.7% | 0.290% | |
| 5/9/2025 | Gill Capital Partners LLC | 110,155 | $4.16M | 1.4% | -4.1% | 0.551% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 584,114 | $22.07M | 0.0% | -29.9% | 2.921% | |
| 5/9/2025 | Blair William & Co. IL | 460,579 | $17.40M | 0.1% | -3.6% | 2.303% | |
| 5/8/2025 | Harbour Investments Inc. | 18,101 | $684K | 0.0% | -8.4% | 0.091% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 7,361 | $278K | 0.0% | +4.0% | 0.037% | |
| 5/7/2025 | PTM Wealth Management LLC | 17,683 | $624K | 0.6% | N/A | 0.088% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 31,687 | $1.20M | 0.0% | -1.8% | 0.158% | |
| 5/7/2025 | Bellwether Advisors LLC | 64,569 | $2.44M | 0.5% | -69.0% | 0.323% | |
