| 8/8/2025 | Firestone Capital Management | 20,535 | $905K | 0.2% | -12.4% | 0.070% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 5,772 | $254K | 0.1% | N/A | 0.020% | |
| 8/8/2025 | Cetera Investment Advisers | 257,903 | $11.36M | 0.0% | +3.6% | 0.877% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 12,746 | $561K | 0.0% | N/A | 0.043% | |
| 8/6/2025 | AE Wealth Management LLC | 43,321 | $1.91M | 0.0% | -23.3% | 0.147% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,334,566 | $58.79M | 0.8% | +15.4% | 4.539% | |
| 8/6/2025 | Capasso Planning Partners LLC | 6,747 | $297K | 0.2% | -89.6% | 0.023% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 30,396 | $1.34M | 0.7% | +11.6% | 0.103% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 20,123 | $886K | 0.3% | -1.5% | 0.068% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 1,403,353 | $61.82M | 0.1% | +27.7% | 4.773% | |
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| 8/6/2025 | Atlantic Union Bankshares Corp | 4,730 | $208K | 0.0% | N/A | 0.016% | |
| 8/5/2025 | WorthPointe LLC | 52,613 | $2.32M | 1.0% | +0.6% | 0.179% | |
| 8/5/2025 | BCGM Wealth Management LLC | 122,471 | $5.40M | 1.5% | +1.1% | 0.417% | |
| 8/5/2025 | Sigma Planning Corp | 10,372 | $457K | 0.0% | -13.3% | 0.035% | |
| 8/5/2025 | Jessup Wealth Management Inc | 38,202 | $1.68M | 0.7% | -2.2% | 0.130% | |
| 8/4/2025 | Integrity Alliance LLC. | 15,952 | $703K | 0.0% | -24.2% | 0.054% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 8,500 | $374K | 0.0% | -7.7% | 0.029% | |
| 8/4/2025 | Arkadios Wealth Advisors | 22,955 | $1.01M | 0.0% | +12.3% | 0.078% | |
| 8/4/2025 | World Investment Advisors | 196,559 | $8.66M | 0.2% | -1.6% | 0.669% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 46,625 | $2.05M | 0.5% | -7.5% | 0.159% | |
| 8/1/2025 | GWN Securities Inc. | 8,228 | $362K | 0.1% | -12.6% | 0.028% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 11,210 | $494K | 0.0% | +13.3% | 0.038% | |
| 8/1/2025 | Delta Investment Management LLC | 10,199 | $449K | 0.1% | -15.9% | 0.035% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 354,921 | $15.63M | 0.0% | +10.4% | 1.207% | |
| 7/31/2025 | Orion Capital Management LLC | 36,786 | $1.62M | 0.6% | +4.1% | 0.125% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 7,585 | $334K | 0.0% | N/A | 0.026% | |
| 7/31/2025 | 3EDGE Asset Management LP | 19,113 | $842K | 0.1% | N/A | 0.065% | |
| 7/31/2025 | Gill Capital Partners LLC | 112,619 | $4.96M | 1.6% | -3.4% | 0.383% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 38,477 | $1.70M | 1.5% | -65.7% | 0.131% | |
| 7/30/2025 | Brookstone Capital Management | 782,663 | $34.48M | 0.5% | -5.3% | 2.662% | |
| 7/30/2025 | Drive Wealth Management LLC | 5,973 | $263K | 0.1% | N/A | 0.020% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 193,837 | $8.54M | 0.2% | -7.7% | 0.659% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 6,819 | $300K | 0.0% | +22.9% | 0.023% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 24,195 | $1.07M | 0.1% | -1.3% | 0.082% | |
| 7/29/2025 | Straight Path Wealth Management | 6,934 | $305K | 0.1% | +14.0% | 0.024% | |
| 7/29/2025 | Commons Capital LLC | 7,582 | $334K | 0.3% | N/A | 0.026% | |
| 7/28/2025 | Compass Advisory Group LLC | 72,939 | $3.21M | 1.0% | +11.3% | 0.248% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 43,978 | $1.94M | 0.1% | +0.6% | 0.150% | |
| 7/28/2025 | Mutual Advisors LLC | 31,281 | $1.40M | 0.0% | -1.1% | 0.106% | |
| 7/28/2025 | Harbour Investments Inc. | 46,365 | $2.04M | 0.1% | -1.7% | 0.158% | |
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| 7/28/2025 | Sagespring Wealth Partners LLC | 7,407 | $326K | 0.0% | +5.5% | 0.025% | |
| 7/28/2025 | RFG Advisory LLC | 36,341 | $1.60M | 0.0% | -13.9% | 0.124% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 86,191 | $3.80M | 1.5% | +2.9% | 0.293% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,894 | $1.36M | 0.0% | -15.9% | 0.105% | |
| 7/25/2025 | MGO One Seven LLC | 12,931 | $570K | 0.0% | N/A | 0.044% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 21,857 | $963K | 0.5% | -13.9% | 0.074% | |
| 7/25/2025 | CWM LLC | 246,556 | $10.86M | 0.0% | +23.6% | 0.839% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 5,700 | $251K | 0.1% | -5.0% | 0.019% | |
| 7/24/2025 | Bernard Wealth Management Corp. | 22,935 | $1.01M | 0.5% | -2.1% | 0.078% | |
| 7/24/2025 | Vantage Point Financial LLC | 7,332 | $323K | 0.1% | N/A | 0.025% | |
| 7/24/2025 | IFP Advisors Inc | 103,236 | $4.55M | 0.1% | +0.8% | 0.351% | |
| 7/24/2025 | Blair William & Co. IL | 351,885 | $15.50M | 0.0% | +0.2% | 1.197% | |
| 7/24/2025 | Weaver Capital Management LLC | 323,549 | $14.25M | 3.5% | -4.7% | 1.101% | |
| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 7,585 | $334K | 0.1% | -9.9% | 0.026% | |
| 7/23/2025 | Motiv8 Investments LLC | 166,707 | $7.34M | 4.5% | -1.7% | 0.567% | |
| 7/22/2025 | Belpointe Asset Management LLC | 9,152 | $403K | 0.0% | +17.9% | 0.031% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 10,758 | $474K | 0.1% | -8.5% | 0.037% | |
| 7/21/2025 | Ascent Group LLC | 4,611 | $203K | 0.0% | N/A | 0.016% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,346 | $368K | 0.0% | -50.8% | 0.028% | |
| 7/21/2025 | Triad Wealth Partners LLC | 52,823 | $2.33M | 0.5% | +91.3% | 0.180% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 40,576 | $1.79M | 0.2% | +1.7% | 0.138% | |
| 7/21/2025 | Catalina Capital Group LLC | 126,543 | $5.57M | 3.7% | +1,097.0% | 0.430% | |
| 7/18/2025 | Truist Financial Corp | 103,065 | $4.54M | 0.0% | +1.0% | 0.351% | |
| 7/18/2025 | Parkside Investments LLC | 11,875 | $523K | 0.1% | -2.1% | 0.040% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 223,936 | $9.86M | 0.0% | +7.6% | 0.762% | |
| 7/17/2025 | City Holding Co. | 74,750 | $3.29M | 0.4% | -8.2% | 0.254% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 23,310 | $1.03M | 0.7% | -2.0% | 0.079% | |
| 7/16/2025 | ORG Partners LLC | 1,000 | $44K | 0.0% | -23.1% | 0.003% | |
| 7/16/2025 | Crown Wealth Group LLC | 28,387 | $1.25M | 0.5% | +10.5% | 0.097% | |
| 7/15/2025 | BCS Wealth Management | 23,897 | $1.05M | 0.2% | -4.2% | 0.081% | |
| 7/14/2025 | AdvisorNet Financial Inc | 49,122 | $2.16M | 0.1% | +5.7% | 0.167% | |
| 7/14/2025 | CRA Financial Services LLC | 87,359 | $3.85M | 0.6% | -2.2% | 0.297% | |
| 7/14/2025 | Chris Bulman Inc | 24,479 | $1.08M | 0.6% | -1.3% | 0.083% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 35,322 | $1.56M | 0.0% | -2.1% | 0.120% | |
| 7/14/2025 | Southland Equity Partners LLC | 433,565 | $19.10M | 4.2% | -0.3% | 1.475% | |
| 7/11/2025 | Farther Finance Advisors LLC | 75,735 | $3.34M | 0.1% | +155.9% | 0.257% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 21,889 | $964K | 0.1% | -13.0% | 0.074% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 9,530 | $395K | 0.1% | N/A | 0.032% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 13,186 | $581K | 0.1% | -18.5% | 0.045% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 258,076 | $11.40M | 0.0% | -40.7% | 0.877% | |
| 7/10/2025 | Focus Financial Network Inc. | 22,015 | $970K | 0.0% | -6.8% | 0.075% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 26,723 | $1.18M | 0.2% | -7.4% | 0.091% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 132,013 | $5.82M | 0.2% | -16.0% | 0.449% | |
| 7/8/2025 | Range Financial Group LLC | 160,171 | $7.06M | 2.8% | -2.6% | 0.544% | |
| 7/8/2025 | PTM Wealth Management LLC | 24,502 | $1.08M | 0.7% | -14.7% | 0.083% | |
| 7/7/2025 | Schulz Wealth LTD. | 19,755 | $870K | 0.7% | -6.5% | 0.067% | |
| 7/3/2025 | City Center Advisors LLC | 11,073 | $488K | 0.5% | -6.6% | 0.038% | |
| 7/2/2025 | HBW Advisory Services LLC | 54,678 | $2.41M | 0.3% | +1.1% | 0.186% | |
| 5/21/2025 | MBL Wealth LLC | 6,760 | $280K | 0.0% | -18.7% | 0.023% | |
| 5/20/2025 | Belpointe Asset Management LLC | 7,764 | $322K | 0.0% | -49.2% | 0.027% | |
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| 5/20/2025 | Focus Partners Wealth | 40,722 | $1.69M | 0.0% | -16.9% | 0.139% | |
| 5/20/2025 | Integrity Alliance LLC. | 21,049 | $873K | 0.0% | N/A | 0.072% | |
| 5/19/2025 | Jane Street Group LLC | 9,018 | $374K | 0.0% | N/A | 0.031% | |
| 5/19/2025 | SCS Capital Management LLC | 26,044 | $1.08M | 0.0% | N/A | 0.089% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 50,420 | $2.09M | 0.5% | +9.9% | 0.172% | |
| 5/16/2025 | Faithward Advisors LLC | 13,658 | $566K | 0.1% | N/A | 0.047% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 6,596 | $274K | 0.0% | +5.7% | 0.023% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 5,550 | $230K | 0.0% | N/A | 0.019% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 9,896 | $410K | 0.0% | +62.9% | 0.034% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 7,550 | $313K | 0.1% | +18.0% | 0.026% | |
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