| 8/6/2025 | AE Wealth Management LLC | 43,662 | $1.74M | 0.0% | -3.5% | 0.240% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,493,506 | $59.38M | 0.8% | +15.4% | 8.193% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 49,591 | $1.97M | 1.1% | +139.3% | 0.272% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 1,670,634 | $66.42M | 0.1% | +274.3% | 9.164% | |
| 8/6/2025 | Stone House Investment Management LLC | 1,450 | $58K | 0.0% | N/A | 0.008% | |
| 8/5/2025 | WorthPointe LLC | 16,451 | $654K | 0.3% | +3.3% | 0.090% | |
| 8/5/2025 | Integrity Financial Corp WA | 5,284 | $210K | 0.1% | -17.4% | 0.029% | |
| 8/4/2025 | Atria Investments Inc | 24,297 | $966K | 0.0% | N/A | 0.133% | |
| 8/4/2025 | Spire Wealth Management | 19,609 | $780K | 0.0% | +9.4% | 0.108% | |
| 8/4/2025 | World Investment Advisors | 22,588 | $898K | 0.0% | +31.7% | 0.124% | |
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| 8/1/2025 | Corrado Advisors LLC | 41,353 | $1.64M | 1.0% | N/A | 0.227% | |
| 8/1/2025 | FSA Advisors Inc. | 12,067 | $480K | 0.4% | +8.3% | 0.066% | |
| 8/1/2025 | Advisory Alpha LLC | 149,897 | $5.96M | 0.2% | -2.2% | 0.822% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 251,711 | $10.01M | 0.0% | +93.4% | 1.381% | |
| 7/31/2025 | Orion Capital Management LLC | 13,720 | $546K | 0.2% | -6.8% | 0.075% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 63,535 | $2.53M | 1.4% | +16.6% | 0.349% | |
| 7/31/2025 | Gill Capital Partners LLC | 19,407 | $772K | 0.2% | +42.9% | 0.106% | |
| 7/30/2025 | Strategic Blueprint LLC | 23,053 | $917K | 0.0% | -36.5% | 0.126% | |
| 7/30/2025 | Brookstone Capital Management | 203,841 | $8.11M | 0.1% | -45.7% | 1.118% | |
| 7/30/2025 | Phoenix Financial Ltd. | 9,920 | $394K | 0.0% | N/A | 0.054% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 56,829 | $2.26M | 0.0% | -16.5% | 0.312% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 32,845 | $1.32M | 0.0% | -7.6% | 0.180% | |
| 7/29/2025 | Straight Path Wealth Management | 5,354 | $213K | 0.1% | -16.3% | 0.029% | |
| 7/28/2025 | Harbour Investments Inc. | 24,896 | $990K | 0.0% | +2.7% | 0.137% | |
| 7/28/2025 | Cypress Wealth Services LLC | 9,684 | $385K | 0.1% | -15.6% | 0.053% | |
| 7/28/2025 | RFG Advisory LLC | 27,724 | $1.10M | 0.0% | -17.9% | 0.152% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 28,913 | $1.15M | 0.1% | -5.6% | 0.159% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 6,950 | $276K | 0.1% | -12.6% | 0.038% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 9,665 | $384K | 0.0% | -28.9% | 0.053% | |
| 7/25/2025 | MGO One Seven LLC | 15,276 | $607K | 0.0% | N/A | 0.084% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 75,696 | $3.01M | 1.6% | +3.4% | 0.415% | |
| 7/25/2025 | CWM LLC | 1,950 | $78K | 0.0% | +22.4% | 0.011% | |
| 7/24/2025 | IFP Advisors Inc | 43,123 | $1.72M | 0.0% | +32.4% | 0.237% | |
| 7/24/2025 | Blair William & Co. IL | 97,837 | $3.89M | 0.0% | -38.0% | 0.537% | |
| 7/24/2025 | Weaver Capital Management LLC | 138,697 | $5.52M | 1.3% | +0.4% | 0.761% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 45,035 | $1.80M | 0.4% | +0.7% | 0.247% | |
| 7/23/2025 | Valmark Advisers Inc. | 16,399 | $652K | 0.0% | +24.1% | 0.090% | |
| 7/22/2025 | Belpointe Asset Management LLC | 10,789 | $429K | 0.0% | N/A | 0.059% | |
| 7/22/2025 | Berkshire Money Management Inc. | 623,576 | $24.79M | 2.6% | +2,852.1% | 3.421% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 9,600 | $382K | 0.1% | +23.9% | 0.053% | |
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| 7/22/2025 | Diligent Investors LLC | 17,652 | $702K | 0.2% | +55.5% | 0.097% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 21,471 | $854K | 0.3% | +27.4% | 0.118% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 28,608 | $1.14M | 0.1% | +5.0% | 0.157% | |
| 7/18/2025 | Truist Financial Corp | 178,359 | $7.09M | 0.0% | +4.9% | 0.978% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 35,792 | $1.42M | 0.0% | -4.1% | 0.196% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 6,950 | $276K | 0.0% | -21.0% | 0.038% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 6,960 | $277K | 0.2% | +4.1% | 0.038% | |
| 7/17/2025 | Clear Point Advisors Inc. | 89,850 | $3.57M | 3.0% | -3.3% | 0.493% | |
| 7/15/2025 | McAdam LLC | 201,951 | $8.03M | 0.4% | -1.2% | 1.108% | |
| 7/15/2025 | BCS Wealth Management | 31,131 | $1.24M | 0.3% | +11.5% | 0.171% | |
| 7/14/2025 | CRA Financial Services LLC | 24,770 | $985K | 0.2% | -5.3% | 0.136% | |
| 7/14/2025 | Chris Bulman Inc | 155,187 | $6.17M | 3.5% | -46.0% | 0.851% | |
| 7/14/2025 | KFG Wealth Management LLC | 59,227 | $2.36M | 0.4% | +25.7% | 0.325% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 12,457 | $495K | 0.0% | +29.4% | 0.068% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 114,802 | $4.57M | 0.5% | +4.5% | 0.640% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 368,519 | $14.70M | 0.0% | +390.0% | 2.053% | |
| 7/10/2025 | Atticus Wealth Management LLC | 15,838 | $630K | 0.2% | +77.8% | 0.088% | |
| 7/10/2025 | Focus Financial Network Inc. | 21,770 | $866K | 0.0% | +4.3% | 0.121% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 310,594 | $12.35M | 2.0% | -1.0% | 1.730% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 18,268 | $726K | 0.0% | -4.4% | 0.102% | |
| 7/9/2025 | Fiduciary Alliance LLC | 5,674 | $226K | 0.0% | N/A | 0.032% | |
| 5/21/2025 | McAdam LLC | 204,395 | $7.57M | 0.5% | -0.6% | 1.308% | |
| 5/20/2025 | Focus Partners Wealth | 68,644 | $2.54M | 0.0% | -20.1% | 0.439% | |
| 5/20/2025 | Integrity Alliance LLC. | 9,780 | $362K | 0.0% | N/A | 0.063% | |
| 5/19/2025 | Advisory Alpha LLC | 153,235 | $5.67M | 0.2% | +1.8% | 0.980% | |
| 5/16/2025 | Faithward Advisors LLC | 14,635 | $542K | 0.1% | -4.7% | 0.094% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,721 | $545K | 0.0% | -44.1% | 0.094% | |
| 5/16/2025 | Alliancebernstein L.P. | 2,662,868 | $98.55M | 0.0% | -2.4% | 17.037% | |
| 5/15/2025 | MAI Capital Management | 24,261 | $898K | 0.0% | -62.3% | 0.155% | |
| 5/15/2025 | OLD Mission Capital LLC | 13,790 | $510K | 0.0% | N/A | 0.088% | |
| 5/14/2025 | CreativeOne Wealth LLC | 17,711 | $655K | 0.0% | -27.7% | 0.113% | |
| 5/14/2025 | Kestra Advisory Services LLC | 125,914 | $4.66M | 0.0% | -21.3% | 0.806% | |
| 5/13/2025 | Raymond James Financial Inc. | 187,340 | $6.93M | 0.0% | -6.9% | 1.199% | |
| 5/13/2025 | Cresset Asset Management LLC | 37,252 | $1.38M | 0.0% | -13.2% | 0.238% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 68,088 | $2.52M | 0.1% | -24.1% | 0.436% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 37,298 | $1.38M | 0.1% | +1.8% | 0.239% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 309,813 | $11.47M | 0.1% | -4.0% | 1.982% | |
| 5/13/2025 | HighTower Advisors LLC | 439,151 | $16.25M | 0.0% | -0.3% | 2.810% | |
| 5/12/2025 | Townsquare Capital LLC | 47,069 | $1.74M | 0.0% | -3.8% | 0.301% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 5,444 | $201K | 0.0% | -19.0% | 0.035% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 2,000 | $74K | 0.1% | N/A | 0.013% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,590 | $503K | 0.0% | -34.4% | 0.087% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 446,386 | $16.52M | 0.0% | +3.8% | 2.856% | |
| 5/9/2025 | Blair William & Co. IL | 157,799 | $5.84M | 0.0% | +3.0% | 1.010% | |
| 5/8/2025 | Harbour Investments Inc. | 24,235 | $897K | 0.0% | -2.1% | 0.155% | |
| 5/8/2025 | NorthRock Partners LLC | 1,629 | $60K | 0.0% | N/A | 0.010% | |
| 5/8/2025 | FSA Advisors Inc. | 11,143 | $410K | 0.3% | -3.5% | 0.071% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 9,608 | $356K | 0.0% | +9.5% | 0.061% | |
| 5/7/2025 | Bellwether Advisors LLC | 108,077 | $4M | 0.8% | -15.6% | 0.691% | |
| 5/7/2025 | LPL Financial LLC | 178,233 | $6.60M | 0.0% | +131.0% | 1.140% | |
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| 5/7/2025 | Brown Wealth Management LLC | 32,835 | $1.22M | 0.4% | -5.3% | 0.210% | |
| 5/6/2025 | Cetera Investment Advisers | 199,568 | $7.39M | 0.0% | -0.9% | 1.155% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,167 | $413K | 0.0% | -16.1% | 0.065% | |
| 5/6/2025 | AE Wealth Management LLC | 45,265 | $1.68M | 0.0% | -9.4% | 0.262% | |
| 5/5/2025 | Wealth Alliance LLC | 50,111 | $1.86M | 0.2% | -2.0% | 0.290% | |
| 5/5/2025 | IFP Advisors Inc | 32,574 | $1.21M | 0.0% | -9.2% | 0.189% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 27,250 | $1.01M | 0.7% | -58.2% | 0.158% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 12,959 | $480K | 0.0% | -33.0% | 0.075% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 313,591 | $11.61M | 2.0% | -0.8% | 1.815% | |
| 4/30/2025 | Cerity Partners LLC | 16,751 | $620K | 0.0% | -14.4% | 0.097% | |
