| 8/5/2025 | Milestone Asset Management LLC | 58,632 | $2.35M | 0.5% | -4.0% | 0.220% | |
| 8/5/2025 | Sigma Planning Corp | 12,757 | $510K | 0.0% | +6.5% | 0.048% | |
| 8/4/2025 | Atria Investments Inc | 140,382 | $5.62M | 0.1% | +28.6% | 0.527% | |
| 8/4/2025 | Arkadios Wealth Advisors | 19,862 | $795K | 0.0% | +13.9% | 0.075% | |
| 8/4/2025 | World Investment Advisors | 13,135 | $526K | 0.0% | -34.7% | 0.049% | |
| 8/1/2025 | Corrado Advisors LLC | 71,430 | $2.86M | 1.7% | -0.7% | 0.268% | |
| 8/1/2025 | Advisory Alpha LLC | 29,676 | $1.19M | 0.0% | +1.7% | 0.111% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 416,731 | $16.64M | 0.0% | +11.2% | 1.565% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 10,475 | $419K | 0.0% | N/A | 0.039% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 67,640 | $2.71M | 1.6% | +1.7% | 0.254% | |
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| 7/31/2025 | West Michigan Advisors LLC | 225,796 | $9.03M | 2.5% | +0.9% | 0.848% | |
| 7/31/2025 | Gill Capital Partners LLC | 114,226 | $4.57M | 1.5% | -1.2% | 0.429% | |
| 7/30/2025 | Strategic Blueprint LLC | 5,357 | $214K | 0.0% | -8.9% | 0.020% | |
| 7/30/2025 | Brookstone Capital Management | 929,495 | $37.19M | 0.5% | -7.0% | 3.490% | |
| 7/30/2025 | Sanders Morris Harris LLC | 5,000 | $200K | 0.0% | N/A | 0.019% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 7,639 | $306K | 0.1% | +9.2% | 0.029% | |
| 7/30/2025 | Triton Financial Group Inc | 16,205 | $648K | 0.5% | N/A | 0.061% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 71,608 | $2.87M | 0.1% | -9.5% | 0.269% | |
| 7/28/2025 | Compass Advisory Group LLC | 68,314 | $2.73M | 0.9% | -8.2% | 0.257% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 5,136 | $205K | 0.0% | N/A | 0.019% | |
| 7/28/2025 | Mutual Advisors LLC | 5,876 | $239K | 0.0% | -71.7% | 0.022% | |
| 7/28/2025 | Harbour Investments Inc. | 309,329 | $12.38M | 0.3% | +210.2% | 1.162% | |
| 7/28/2025 | RFG Advisory LLC | 12,362 | $495K | 0.0% | -41.5% | 0.046% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 65,925 | $2.64M | 0.1% | -10.4% | 0.248% | |
| 7/25/2025 | MGO One Seven LLC | 33,745 | $1.35M | 0.0% | N/A | 0.127% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 81,461 | $3.26M | 1.7% | -0.5% | 0.306% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 43,295 | $1.73M | 0.0% | +0.6% | 0.163% | |
| 7/24/2025 | Vantage Point Financial LLC | 6,731 | $269K | 0.1% | +24.7% | 0.025% | |
| 7/24/2025 | IFP Advisors Inc | 43,076 | $1.72M | 0.0% | +1.3% | 0.162% | |
| 7/24/2025 | Blair William & Co. IL | 766,577 | $30.67M | 0.1% | -9.9% | 2.879% | |
| 7/24/2025 | Weaver Capital Management LLC | 82,623 | $3.31M | 0.8% | -12.8% | 0.310% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 87,192 | $3.53M | 0.8% | -5.0% | 0.327% | |
| 7/22/2025 | Belpointe Asset Management LLC | 148,919 | $5.96M | 0.2% | -0.2% | 0.559% | |
| 7/22/2025 | Hubbell Strickland Wealth Management LLC | 5,231 | $209K | 0.1% | N/A | 0.020% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 194,661 | $7.79M | 0.8% | -6.9% | 0.731% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 12,787 | $512K | 0.1% | +10.0% | 0.048% | |
| 7/22/2025 | MBL Wealth LLC | 116,235 | $4.65M | 0.4% | +12.6% | 0.436% | |
| 7/22/2025 | Diligent Investors LLC | 62,978 | $2.52M | 0.6% | -1.5% | 0.236% | |
| 7/21/2025 | Keystone Financial Group Inc. | 10,369 | $418K | 0.3% | -3.4% | 0.039% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 848 | $34K | 0.0% | N/A | 0.003% | |
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| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 29,410 | $1.18M | 0.1% | +2.6% | 0.110% | |
| 7/21/2025 | Catalina Capital Group LLC | 20,794 | $832K | 0.5% | -80.5% | 0.078% | |
| 7/18/2025 | Truist Financial Corp | 144,891 | $5.80M | 0.0% | -3.4% | 0.544% | |
| 7/17/2025 | HB Wealth Management LLC | 21,701 | $868K | 0.0% | -81.7% | 0.081% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 121,509 | $4.86M | 0.0% | +3.1% | 0.456% | |
| 7/17/2025 | City Holding Co. | 22,250 | $890K | 0.1% | -10.1% | 0.084% | |
| 7/16/2025 | PFS Partners LLC | 3,200 | $128K | 0.1% | N/A | 0.012% | |
| 7/16/2025 | Crown Wealth Group LLC | 44,169 | $1.77M | 0.7% | +615.3% | 0.166% | |
| 7/16/2025 | Dakota Wealth Management | 5,147 | $206K | 0.0% | N/A | 0.019% | |
| 7/15/2025 | McAdam LLC | 5,313 | $213K | 0.0% | N/A | 0.020% | |
| 7/15/2025 | BCS Wealth Management | 55,213 | $2.21M | 0.5% | +7.3% | 0.207% | |
| 7/14/2025 | Chris Bulman Inc | 50,123 | $2.01M | 1.1% | -3.0% | 0.188% | |
| 7/14/2025 | KFG Wealth Management LLC | 98,690 | $3.95M | 0.6% | +2.9% | 0.371% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 12,750 | $510K | 0.0% | -32.3% | 0.048% | |
| 7/11/2025 | Farther Finance Advisors LLC | 54,577 | $2.18M | 0.0% | -8.4% | 0.209% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 10,446 | $418K | 0.0% | -12.9% | 0.040% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 11,601 | $464K | 0.1% | -12.6% | 0.044% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 79,146 | $3.18M | 0.0% | -44.9% | 0.303% | |
| 7/10/2025 | Focus Financial Network Inc. | 8,190 | $328K | 0.0% | -8.5% | 0.031% | |
| 7/8/2025 | PTM Wealth Management LLC | 32,618 | $1.31M | 0.9% | -12.2% | 0.125% | |
| 7/2/2025 | HBW Advisory Services LLC | 14,129 | $565K | 0.1% | -1.9% | 0.054% | |
| 6/13/2025 | Optima Capital LLC | 5,679 | $214K | 0.1% | -12.2% | 0.022% | |
| 5/21/2025 | MBL Wealth LLC | 103,240 | $3.88M | 0.4% | +2.3% | 0.395% | |
| 5/20/2025 | Belpointe Asset Management LLC | 149,262 | $5.62M | 0.3% | +1,209.0% | 0.571% | |
| 5/20/2025 | Focus Partners Wealth | 32,088 | $1.21M | 0.0% | -2.1% | 0.123% | |
| 5/19/2025 | SageView Advisory Group LLC | 72,040 | $2.71M | 0.1% | +66.5% | 0.276% | |
| 5/16/2025 | Talon Private Wealth LLC | 52,306 | $1.97M | 0.3% | +23.0% | 0.200% | |
| 5/16/2025 | NewEdge Advisors LLC | 62,834 | $2.36M | 0.0% | -19.5% | 0.240% | |
| 5/16/2025 | Alliancebernstein L.P. | 4,650,427 | $174.86M | 0.1% | -12.2% | 17.797% | |
| 5/16/2025 | AQR Capital Management LLC | 15,200 | $572K | 0.0% | +3.6% | 0.058% | |
| 5/15/2025 | MAI Capital Management | 94,951 | $3.57M | 0.0% | +36.4% | 0.363% | |
| 5/15/2025 | Calton & Associates Inc. | 6,012 | $226K | 0.1% | N/A | 0.023% | |
| 5/14/2025 | CreativeOne Wealth LLC | 20,196 | $759K | 0.0% | -2.1% | 0.077% | |
| 5/14/2025 | Kestra Advisory Services LLC | 257,248 | $9.67M | 0.0% | -4.7% | 0.984% | |
| 5/14/2025 | Frisch Financial Group Inc. | 39,351 | $1.48M | 0.4% | N/A | 0.151% | |
| 5/14/2025 | Tradition Wealth Management LLC | 46,917 | $1.76M | 0.2% | +22.4% | 0.180% | |
| 5/13/2025 | Raymond James Financial Inc. | 267,679 | $10.07M | 0.0% | +0.7% | 1.024% | |
| 5/13/2025 | Cresset Asset Management LLC | 191,897 | $7.22M | 0.0% | -0.8% | 0.734% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 79,155 | $2.98M | 0.1% | -19.9% | 0.303% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 37,090 | $1.40M | 0.1% | +6.8% | 0.142% | |
| 5/13/2025 | Compass Advisory Group LLC | 74,414 | $2.80M | 1.0% | +1.2% | 0.285% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 26,524 | $997K | 0.6% | +3.0% | 0.102% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,043,210 | $39.23M | 0.2% | -2.5% | 3.992% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 8,350 | $314K | 0.0% | N/A | 0.032% | |
| 5/13/2025 | HighTower Advisors LLC | 575,797 | $21.65M | 0.0% | 0.0% | 2.204% | |
| 5/12/2025 | Townsquare Capital LLC | 115,796 | $4.35M | 0.0% | +25.7% | 0.443% | |
| 5/9/2025 | West Michigan Advisors LLC | 223,765 | $8.41M | 2.8% | -0.4% | 0.856% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 73,565 | $2.77M | 0.0% | +8.2% | 0.282% | |
| 5/9/2025 | Gill Capital Partners LLC | 115,576 | $4.35M | 1.5% | +41.5% | 0.442% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 643,762 | $24.21M | 0.0% | +4.3% | 2.464% | |
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| 5/9/2025 | Blair William & Co. IL | 850,373 | $31.97M | 0.1% | +34.0% | 3.254% | |
| 5/8/2025 | Harbour Investments Inc. | 99,735 | $3.75M | 0.1% | +2.0% | 0.382% | |
| 5/8/2025 | Grantvest Financial Group LLC | 7,228 | $272K | 0.2% | N/A | 0.028% | |
| 5/8/2025 | Arkadios Wealth Advisors | 17,436 | $656K | 0.0% | N/A | 0.067% | |
| 5/8/2025 | FSA Advisors Inc. | 30,433 | $1.14M | 0.9% | +60.9% | 0.116% | |
| 5/7/2025 | PTM Wealth Management LLC | 37,167 | $1.31M | 1.3% | N/A | 0.142% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 244,567 | $9.20M | 0.2% | +1.1% | 0.936% | |
| 5/7/2025 | Bellwether Advisors LLC | 201,633 | $7.58M | 1.6% | +393.1% | 0.772% | |
| 5/7/2025 | Horan Capital Advisors LLC. | 12,374 | $465K | 0.2% | -13.8% | 0.047% | |
| 5/7/2025 | LPL Financial LLC | 473,453 | $17.80M | 0.0% | +99.5% | 1.812% | |
