| 8/14/2025 | Raymond James Financial Inc. | 288,179 | $12.17M | 0.0% | +2.0% | 1.820% | |
| 8/14/2025 | Diversify Advisory Services LLC | 89,896 | $3.88M | 0.2% | -0.8% | 0.568% | |
| 8/14/2025 | Alliancebernstein L.P. | 1,667,939 | $70.44M | 0.0% | -2.8% | 10.537% | |
| 8/14/2025 | Frisch Financial Group Inc. | 12,896 | $545K | 0.1% | +1.9% | 0.081% | |
| 8/14/2025 | Cerity Partners LLC | 28,033 | $1.18M | 0.0% | -9.1% | 0.177% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 89,250 | $3.77M | 0.0% | -17.3% | 0.564% | |
| 8/13/2025 | VestGen Advisors LLC | 38,432 | $1.68M | 0.1% | +648.9% | 0.243% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 47,933 | $2.02M | 0.0% | +0.5% | 0.303% | |
| 8/12/2025 | CreativeOne Wealth LLC | 32,776 | $1.38M | 0.0% | -0.8% | 0.207% | |
| 8/12/2025 | MAI Capital Management | 82,494 | $3.48M | 0.0% | -6.0% | 0.521% | |
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| 8/12/2025 | JPMorgan Chase & Co. | 6,959 | $294K | 0.0% | -36.3% | 0.044% | |
| 8/11/2025 | Brown Wealth Management LLC | 28,157 | $1.19M | 0.4% | -22.1% | 0.178% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 42,227 | $1.78M | 0.0% | +152.0% | 0.267% | |
| 8/8/2025 | Cetera Investment Advisers | 272,471 | $11.51M | 0.0% | +10.5% | 1.721% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 38,180 | $1.61M | 0.0% | +6.7% | 0.241% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 34,651 | $1.46M | 0.7% | +3.6% | 0.219% | |
| 8/6/2025 | AE Wealth Management LLC | 30,907 | $1.31M | 0.0% | -6.9% | 0.195% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,385,567 | $58.51M | 0.8% | +14.0% | 8.753% | |
| 8/6/2025 | ORBA Wealth Advisors L.L.C. | 19,643 | $830K | 0.8% | -4.4% | 0.124% | |
| 8/5/2025 | Sigma Planning Corp | 10,710 | $452K | 0.0% | -13.7% | 0.068% | |
| 8/5/2025 | Jessup Wealth Management Inc | 18,515 | $782K | 0.3% | -10.2% | 0.117% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,000 | $127K | 0.0% | +14.5% | 0.019% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 5,878 | $248K | 0.0% | +13.4% | 0.037% | |
| 8/4/2025 | Spire Wealth Management | 51,966 | $2.20M | 0.1% | -4.6% | 0.328% | |
| 8/4/2025 | Arkadios Wealth Advisors | 22,975 | $970K | 0.0% | +152.0% | 0.145% | |
| 8/4/2025 | World Investment Advisors | 6,700 | $283K | 0.0% | +31.4% | 0.042% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 42,000 | $1.77M | 0.4% | +22.9% | 0.265% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 110,148 | $4.65M | 0.0% | +2.3% | 0.696% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 37,910 | $1.60M | 0.9% | -0.8% | 0.239% | |
| 7/31/2025 | Blue Sky Capital Consultants Group Inc. | 12,313 | $520K | 0.3% | N/A | 0.078% | |
| 7/31/2025 | Gill Capital Partners LLC | 63,632 | $2.69M | 0.9% | +13.3% | 0.402% | |
| 7/30/2025 | Strategic Blueprint LLC | 14,135 | $597K | 0.0% | +47.4% | 0.089% | |
| 7/30/2025 | Brookstone Capital Management | 846,204 | $35.74M | 0.5% | +360.1% | 5.346% | |
| 7/30/2025 | Phillips Financial Management LLC | 1,825 | $77K | 0.0% | N/A | 0.012% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 65,318 | $2.76M | 0.1% | -13.3% | 0.413% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 5,250 | $222K | 0.0% | -7.5% | 0.033% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 17,720 | $748K | 0.0% | +4.3% | 0.112% | |
| 7/28/2025 | Harbour Investments Inc. | 12,833 | $542K | 0.0% | +7.3% | 0.081% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 15,881 | $671K | 0.0% | +68.2% | 0.100% | |
| 7/28/2025 | RFG Advisory LLC | 18,485 | $781K | 0.0% | -37.5% | 0.117% | |
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| 7/25/2025 | Atria Wealth Solutions Inc. | 35,971 | $1.52M | 0.0% | +10.4% | 0.227% | |
| 7/25/2025 | MGO One Seven LLC | 6,424 | $271K | 0.0% | N/A | 0.041% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 60,250 | $2.54M | 1.3% | -10.9% | 0.381% | |
| 7/24/2025 | IFP Advisors Inc | 43,013 | $1.82M | 0.1% | +83.5% | 0.272% | |
| 7/24/2025 | Blair William & Co. IL | 35,895 | $1.52M | 0.0% | -53.5% | 0.227% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 33,281 | $1.42M | 0.3% | -8.9% | 0.210% | |
| 7/22/2025 | MBL Wealth LLC | 64,095 | $2.71M | 0.3% | -3.8% | 0.405% | |
| 7/22/2025 | Diligent Investors LLC | 89,536 | $3.78M | 0.9% | +0.6% | 0.566% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,105 | $89K | 0.0% | N/A | 0.013% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 33,301 | $1.41M | 0.2% | +7.1% | 0.210% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 16,062 | $678K | 0.1% | +7.8% | 0.101% | |
| 7/18/2025 | Truist Financial Corp | 126,825 | $5.36M | 0.0% | -3.0% | 0.801% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 50,452 | $2.13M | 0.0% | -2.8% | 0.319% | |
| 7/17/2025 | Smith Anglin Financial LLC | 11,130 | $470K | 0.0% | -7.6% | 0.070% | |
| 7/17/2025 | City Holding Co. | 59,382 | $2.51M | 0.3% | -0.5% | 0.375% | |
| 7/16/2025 | PFS Partners LLC | 1,329 | $56K | 0.0% | +210.5% | 0.008% | |
| 7/15/2025 | BCS Wealth Management | 60,018 | $2.54M | 0.5% | +1.5% | 0.379% | |
| 7/15/2025 | Optima Capital LLC | 19,118 | $807K | 0.4% | N/A | 0.121% | |
| 7/14/2025 | AdvisorNet Financial Inc | 9,395 | $397K | 0.0% | -7.4% | 0.059% | |
| 7/14/2025 | CRA Financial Services LLC | 58,032 | $2.45M | 0.4% | +2.9% | 0.367% | |
| 7/14/2025 | Chris Bulman Inc | 34,665 | $1.46M | 0.8% | +15.1% | 0.219% | |
| 7/14/2025 | Buska Wealth Management LLC | 8,484 | $358K | 0.1% | -11.7% | 0.054% | |
| 7/14/2025 | KFG Wealth Management LLC | 142,477 | $6.02M | 1.0% | +8.4% | 0.900% | |
| 7/14/2025 | Southland Equity Partners LLC | 730,584 | $30.85M | 6.8% | -0.7% | 4.615% | |
| 7/11/2025 | Farther Finance Advisors LLC | 22,952 | $969K | 0.0% | -35.3% | 0.146% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 17,673 | $746K | 0.1% | +86.2% | 0.112% | |
| 7/11/2025 | Cypress Financial Planning LLC | 5,361 | $226K | 0.1% | -26.0% | 0.034% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 7,268 | $307K | 0.0% | -35.9% | 0.046% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 59,388 | $2.52M | 0.0% | -8.6% | 0.377% | |
| 7/10/2025 | Focus Financial Network Inc. | 7,685 | $325K | 0.0% | -13.5% | 0.049% | |
| 7/9/2025 | HFG Wealth Management LLC | 28,035 | $1.12M | 0.7% | -2.2% | 0.178% | |
| 7/8/2025 | PTM Wealth Management LLC | 8,055 | $342K | 0.2% | -20.0% | 0.051% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 17,086 | $722K | 0.2% | -2.4% | 0.108% | |
| 5/21/2025 | MBL Wealth LLC | 66,595 | $2.66M | 0.3% | -16.2% | 0.450% | |
| 5/20/2025 | Belpointe Asset Management LLC | 13,977 | $558K | 0.0% | -15.4% | 0.094% | |
| 5/20/2025 | Focus Partners Wealth | 306,127 | $12.23M | 0.0% | +168.2% | 2.068% | |
| 5/19/2025 | Jane Street Group LLC | 30,899 | $1.23M | 0.0% | +179.3% | 0.209% | |
| 5/19/2025 | SageView Advisory Group LLC | 24,201 | $966K | 0.0% | N/A | 0.164% | |
| 5/19/2025 | Advisory Alpha LLC | 17,782 | $710K | 0.0% | -74.5% | 0.120% | |
| 5/16/2025 | Ascent Group LLC | 9,187 | $367K | 0.0% | N/A | 0.062% | |
| 5/16/2025 | NewEdge Advisors LLC | 55,273 | $2.21M | 0.0% | +34.2% | 0.373% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,715,451 | $68.51M | 0.0% | +14.6% | 11.591% | |
| 5/15/2025 | MAI Capital Management | 87,739 | $3.50M | 0.0% | +1.4% | 0.593% | |
| 5/14/2025 | Heritage Wealth Partners LLC | 7,055 | $282K | 0.4% | N/A | 0.048% | |
| 5/14/2025 | Kestra Advisory Services LLC | 186,350 | $7.44M | 0.0% | -16.3% | 1.259% | |
| 5/14/2025 | Frisch Financial Group Inc. | 12,657 | $505K | 0.1% | +42.4% | 0.086% | |
| 5/14/2025 | Capital Analysts LLC | 2,878 | $115K | 0.0% | -50.3% | 0.019% | |
| 5/14/2025 | JT Stratford LLC | 7,520 | $300K | 0.1% | -14.9% | 0.051% | |
| 5/13/2025 | Raymond James Financial Inc. | 282,510 | $11.28M | 0.0% | +21.8% | 1.909% | |
| 5/13/2025 | Cresset Asset Management LLC | 82,011 | $3.28M | 0.0% | +10.5% | 0.554% | |
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| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 75,296 | $3.01M | 0.1% | -20.3% | 0.509% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,095 | $203K | 0.0% | -78.1% | 0.034% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 6,300 | $252K | 0.2% | -8.7% | 0.043% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 288,172 | $11.51M | 0.1% | +36.6% | 1.947% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 4,518 | $180K | 0.2% | +20.3% | 0.031% | |
| 5/13/2025 | HighTower Advisors LLC | 157,230 | $6.28M | 0.0% | +25.8% | 1.062% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,065 | $442K | 0.0% | +73.8% | 0.075% | |
| 5/12/2025 | Benjamin Edwards Inc. | 9,904 | $396K | 0.0% | -24.9% | 0.067% | |
| 5/12/2025 | Townsquare Capital LLC | 88,174 | $3.52M | 0.0% | -3.7% | 0.596% | |
| 5/9/2025 | Schnieders Capital Management LLC | 11,600 | $463K | 0.1% | +33.3% | 0.078% | |
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