| 8/29/2025 | Evolution Wealth Management Inc. | 1,250 | $48K | 0.1% | N/A | 0.005% | |
| 8/19/2025 | Cape Investment Advisory Inc. | 25,400 | $965K | 0.4% | -1.9% | 0.109% | |
| 8/15/2025 | Chapman Financial Group LLC | 28,712 | $1.09M | 0.9% | N/A | 0.123% | |
| 8/15/2025 | Visionary Wealth Advisors | 45,088 | $1.71M | 0.1% | -12.4% | 0.193% | |
| 8/15/2025 | MML Investors Services LLC | 72,669 | $2.76M | 0.0% | +5.0% | 0.311% | |
| 8/14/2025 | Raymond James Financial Inc. | 378,339 | $14.38M | 0.0% | -4.3% | 1.617% | |
| 8/14/2025 | Betterment LLC | 11,130 | $423K | 0.0% | -6.9% | 0.048% | |
| 8/14/2025 | Diversify Advisory Services LLC | 45,219 | $1.76M | 0.1% | -4.8% | 0.193% | |
| 8/14/2025 | Alliancebernstein L.P. | 3,674,042 | $139.65M | 0.0% | -1.1% | 15.701% | |
| 8/14/2025 | NewEdge Advisors LLC | 31,991 | $1.22M | 0.0% | -10.6% | 0.137% | |
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| 8/14/2025 | Cerity Partners LLC | 26,640 | $1.01M | 0.0% | +23.1% | 0.114% | |
| 8/13/2025 | Trek Financial LLC | 28,112 | $1.07M | 0.1% | -41.9% | 0.120% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 176,143 | $6.70M | 0.1% | -8.2% | 0.753% | |
| 8/12/2025 | CreativeOne Wealth LLC | 41,849 | $1.59M | 0.0% | -1.2% | 0.179% | |
| 8/12/2025 | Archer Investment Corp | 37,400 | $1.42M | 0.3% | -27.2% | 0.160% | |
| 8/12/2025 | MAI Capital Management | 78,344 | $2.98M | 0.0% | -4.8% | 0.335% | |
| 8/12/2025 | JPMorgan Chase & Co. | 4,340 | $165K | 0.0% | +38.3% | 0.019% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 7,383 | $281K | 0.1% | -86.0% | 0.032% | |
| 8/8/2025 | Cetera Investment Advisers | 252,398 | $9.59M | 0.0% | +0.8% | 1.079% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 36,419 | $1.38M | 0.0% | +44.5% | 0.156% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 18,930 | $720K | 0.3% | +10.5% | 0.081% | |
| 8/6/2025 | AE Wealth Management LLC | 114,685 | $4.36M | 0.0% | -74.9% | 0.490% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,542,531 | $58.63M | 0.8% | +16.4% | 6.592% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 14,221 | $541K | 0.2% | -5.9% | 0.061% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 5,384 | $205K | 0.0% | N/A | 0.023% | |
| 8/5/2025 | WorthPointe LLC | 47,019 | $1.79M | 0.8% | -7.6% | 0.201% | |
| 8/4/2025 | Spire Wealth Management | 13,702 | $521K | 0.0% | -8.4% | 0.059% | |
| 8/4/2025 | Arkadios Wealth Advisors | 19,987 | $760K | 0.0% | +9.7% | 0.085% | |
| 8/4/2025 | World Investment Advisors | 158,530 | $6.03M | 0.1% | +26.1% | 0.677% | |
| 8/4/2025 | JDM Financial Group LLC | 48,466 | $1.84M | 0.9% | -1.3% | 0.207% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 11,365 | $432K | 0.1% | N/A | 0.049% | |
| 8/1/2025 | FSA Advisors Inc. | 38,991 | $1.48M | 1.2% | -15.6% | 0.167% | |
| 8/1/2025 | Advisory Alpha LLC | 104,928 | $3.99M | 0.1% | +63.3% | 0.448% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 218,876 | $8.32M | 0.0% | +1.9% | 0.935% | |
| 7/31/2025 | Orion Capital Management LLC | 22,097 | $840K | 0.3% | -4.3% | 0.094% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 37,271 | $1.42M | 0.8% | -1.3% | 0.159% | |
| 7/31/2025 | Gill Capital Partners LLC | 87,762 | $3.34M | 1.1% | +1.4% | 0.375% | |
| 7/30/2025 | Strategic Blueprint LLC | 10,239 | $389K | 0.0% | -5.2% | 0.044% | |
| 7/30/2025 | Brookstone Capital Management | 989,111 | $37.60M | 0.5% | -2.1% | 4.227% | |
| 7/30/2025 | IMG Wealth Management Inc. | 1,574 | $60K | 0.0% | N/A | 0.007% | |
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| 7/29/2025 | Stephens Inc. AR | 90,970 | $3.46M | 0.0% | -3.3% | 0.389% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 79,532 | $3.02M | 0.1% | -3.4% | 0.340% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 12,219 | $471K | 0.0% | -3.1% | 0.052% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 6,894 | $262K | 0.1% | -66.7% | 0.029% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 10,880 | $414K | 0.0% | -18.8% | 0.046% | |
| 7/28/2025 | Harbour Investments Inc. | 8,736 | $332K | 0.0% | +12.7% | 0.037% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 8,535 | $324K | 0.0% | +5.7% | 0.036% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 18,910 | $719K | 0.3% | N/A | 0.081% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 32,871 | $1.25M | 0.0% | +5.2% | 0.140% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 38,973 | $1.48M | 0.0% | -29.4% | 0.167% | |
| 7/25/2025 | MGO One Seven LLC | 18,881 | $718K | 0.0% | N/A | 0.081% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 75,017 | $2.85M | 1.5% | -11.4% | 0.321% | |
| 7/25/2025 | CWM LLC | 15,250 | $580K | 0.0% | -7.1% | 0.065% | |
| 7/24/2025 | IFP Advisors Inc | 54,956 | $2.09M | 0.1% | +2.7% | 0.235% | |
| 7/24/2025 | Blair William & Co. IL | 229,649 | $8.73M | 0.0% | +0.5% | 0.981% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 99,861 | $3.84M | 0.9% | -5.4% | 0.427% | |
| 7/23/2025 | Guild Investment Management Inc. | 124,345 | $4.73M | 4.1% | +203.3% | 0.531% | |
| 7/23/2025 | Valmark Advisers Inc. | 24,777 | $942K | 0.0% | -2.1% | 0.106% | |
| 7/22/2025 | Belpointe Asset Management LLC | 33,135 | $1.26M | 0.1% | -4.9% | 0.142% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,621 | $62K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | DAVENPORT & Co LLC | 5,338 | $203K | 0.0% | N/A | 0.023% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 10,842 | $412K | 0.1% | +25.5% | 0.046% | |
| 7/21/2025 | Keystone Financial Group Inc. | 13,922 | $534K | 0.3% | -4.9% | 0.059% | |
| 7/21/2025 | Triad Wealth Partners LLC | 14,171 | $539K | 0.1% | -3.4% | 0.061% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 35,937 | $1.37M | 0.2% | +2.6% | 0.154% | |
| 7/18/2025 | Truist Financial Corp | 92,903 | $3.53M | 0.0% | -1.6% | 0.397% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 66,805 | $2.54M | 0.0% | +1.2% | 0.285% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 5,500 | $209K | 0.1% | N/A | 0.024% | |
| 7/16/2025 | PFS Partners LLC | 1,200 | $46K | 0.0% | N/A | 0.005% | |
| 7/15/2025 | BCS Wealth Management | 148,327 | $5.64M | 1.2% | -3.6% | 0.634% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,498 | $57K | 0.0% | -16.7% | 0.006% | |
| 7/14/2025 | Chris Bulman Inc | 73,300 | $2.79M | 1.6% | +0.9% | 0.313% | |
| 7/14/2025 | KFG Wealth Management LLC | 69,594 | $2.65M | 0.4% | -1.2% | 0.297% | |
| 7/14/2025 | Southland Equity Partners LLC | 176,060 | $6.69M | 1.5% | +7.1% | 0.752% | |
| 7/11/2025 | Farther Finance Advisors LLC | 124,769 | $4.74M | 0.1% | +352.8% | 0.535% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 11,214 | $426K | 0.0% | -2.9% | 0.048% | |
| 7/11/2025 | Cypress Financial Planning LLC | 11,253 | $428K | 0.1% | +2.6% | 0.048% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 700 | $27K | 0.0% | N/A | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 394,589 | $15.08M | 0.0% | -7.0% | 1.694% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 8,261 | $314K | 0.0% | N/A | 0.035% | |
| 7/10/2025 | Focus Financial Network Inc. | 16,137 | $613K | 0.0% | -17.6% | 0.069% | |
| 7/9/2025 | Keystone Wealth Services LLC | 24,483 | $931K | 0.2% | +12.3% | 0.105% | |
| 7/8/2025 | PTM Wealth Management LLC | 17,075 | $653K | 0.4% | -5.1% | 0.073% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 9,106 | $346K | 0.1% | +29.5% | 0.039% | |
| 7/2/2025 | McAlister Sweet & Associates Inc. | 81,632 | $3.10M | 3.1% | +0.4% | 0.350% | |
| 7/2/2025 | HBW Advisory Services LLC | 18,992 | $722K | 0.1% | -1.7% | 0.082% | |
| 5/20/2025 | Belpointe Asset Management LLC | 34,824 | $1.25M | 0.1% | -4.1% | 0.151% | |
| 5/20/2025 | Focus Partners Wealth | 37,447 | $1.34M | 0.0% | +66.5% | 0.162% | |
| 5/19/2025 | Jane Street Group LLC | 8,833 | $316K | 0.0% | -68.6% | 0.038% | |
| 5/19/2025 | Advisory Alpha LLC | 64,238 | $2.30M | 0.1% | N/A | 0.278% | |
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| 5/16/2025 | Faithward Advisors LLC | 8,720 | $312K | 0.1% | N/A | 0.038% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 25,900 | $928K | 0.4% | +7.9% | 0.112% | |
| 5/16/2025 | Talon Private Wealth LLC | 54,729 | $1.96M | 0.3% | N/A | 0.237% | |
| 5/16/2025 | Alliancebernstein L.P. | 3,715,611 | $133.09M | 0.0% | +34.7% | 16.064% | |
| 5/16/2025 | AQR Capital Management LLC | 21,778 | $780K | 0.0% | +43.7% | 0.094% | |
| 5/15/2025 | Betterment LLC | 11,950 | $428K | 0.0% | -6.9% | 0.052% | |
| 5/15/2025 | MAI Capital Management | 82,269 | $2.95M | 0.0% | +61.4% | 0.356% | |
| 5/15/2025 | Calton & Associates Inc. | 6,595 | $236K | 0.1% | N/A | 0.029% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,078 | $468K | 0.0% | -66.5% | 0.057% | |
| 5/15/2025 | JDM Financial Group LLC | 49,090 | $1.76M | 0.9% | N/A | 0.212% | |
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