| 8/6/2025 | AE Wealth Management LLC | 46,030 | $1.90M | 0.0% | -9.0% | 0.229% | |
| 8/6/2025 | Penserra Capital Management LLC | 1,420,155 | $58.65M | 0.8% | +16.1% | 7.072% | |
| 8/6/2025 | Capasso Planning Partners LLC | 7,134 | $295K | 0.2% | -90.0% | 0.036% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 236,401 | $9.76M | 0.8% | N/A | 1.177% | |
| 8/4/2025 | Integrity Alliance LLC. | 5,950 | $246K | 0.0% | +4.2% | 0.030% | |
| 8/4/2025 | World Investment Advisors | 5,523 | $228K | 0.0% | -7.3% | 0.028% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 610 | $25K | 0.0% | -99.4% | 0.003% | |
| 8/1/2025 | FSA Advisors Inc. | 24,514 | $1.01M | 0.8% | +2.8% | 0.122% | |
| 8/1/2025 | GWN Securities Inc. | 9,650 | $399K | 0.1% | -3.0% | 0.048% | |
| 8/1/2025 | Advisory Alpha LLC | 94,157 | $3.89M | 0.1% | +1.6% | 0.469% | |
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| 8/1/2025 | Ashton Thomas Private Wealth LLC | 8,958 | $370K | 0.0% | +18.0% | 0.045% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 509,494 | $21.04M | 0.0% | +24.4% | 2.537% | |
| 7/31/2025 | Orion Capital Management LLC | 24,512 | $1.01M | 0.4% | -1.7% | 0.122% | |
| 7/30/2025 | Strategic Blueprint LLC | 24,808 | $1.03M | 0.1% | +2.9% | 0.124% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 58,745 | $2.43M | 2.2% | -3.1% | 0.293% | |
| 7/30/2025 | Brookstone Capital Management | 212,505 | $8.78M | 0.1% | -78.2% | 1.058% | |
| 7/29/2025 | Stephens Inc. AR | 261,142 | $10.79M | 0.1% | -1.0% | 1.301% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 227,778 | $9.41M | 0.2% | -5.2% | 1.134% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,250 | $341K | 0.0% | -8.2% | 0.041% | |
| 7/29/2025 | Straight Path Wealth Management | 5,218 | $216K | 0.1% | N/A | 0.026% | |
| 7/28/2025 | Compass Advisory Group LLC | 14,567 | $602K | 0.2% | -1.7% | 0.073% | |
| 7/28/2025 | Mutual Advisors LLC | 8,000 | $336K | 0.0% | -14.6% | 0.040% | |
| 7/28/2025 | Harbour Investments Inc. | 21,094 | $871K | 0.0% | -22.2% | 0.105% | |
| 7/28/2025 | RFG Advisory LLC | 46,902 | $1.94M | 0.0% | -20.9% | 0.234% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 67,349 | $2.78M | 1.1% | -1.0% | 0.335% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 27,820 | $1.15M | 0.0% | -51.0% | 0.139% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 6,310 | $261K | 0.0% | -21.9% | 0.031% | |
| 7/25/2025 | Mitchell Capital Management Co. | 5,652 | $236K | 0.0% | -26.6% | 0.028% | |
| 7/25/2025 | CWM LLC | 206,666 | $8.54M | 0.0% | +28.0% | 1.029% | |
| 7/25/2025 | Apollon Wealth Management LLC | 5,000 | $206K | 0.0% | N/A | 0.025% | |
| 7/24/2025 | Vantage Point Financial LLC | 11,413 | $471K | 0.2% | +37.2% | 0.057% | |
| 7/24/2025 | IFP Advisors Inc | 52,252 | $2.16M | 0.1% | -2.0% | 0.260% | |
| 7/24/2025 | Blair William & Co. IL | 36,098 | $1.49M | 0.0% | -71.2% | 0.180% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 27,371 | $1.14M | 0.3% | -3.3% | 0.136% | |
| 7/23/2025 | Motiv8 Investments LLC | 177,358 | $7.33M | 4.5% | -1.9% | 0.883% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 122,866 | $5.07M | 0.5% | -13.3% | 0.612% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 33,345 | $1.38M | 0.4% | -1.8% | 0.166% | |
| 7/22/2025 | Diligent Investors LLC | 50,956 | $2.10M | 0.5% | -1.2% | 0.254% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,360 | $56K | 0.0% | -78.0% | 0.007% | |
| 7/21/2025 | Triad Wealth Partners LLC | 55,967 | $2.31M | 0.5% | +90.5% | 0.279% | |
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| 7/18/2025 | Truist Financial Corp | 156,776 | $6.48M | 0.0% | +2.2% | 0.781% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 243,947 | $10.08M | 0.0% | +7.7% | 1.215% | |
| 7/17/2025 | City Holding Co. | 16,692 | $689K | 0.1% | -9.1% | 0.083% | |
| 7/16/2025 | Crown Wealth Group LLC | 6,045 | $250K | 0.1% | N/A | 0.030% | |
| 7/16/2025 | Maridea Wealth Management LLC | 47,386 | $1.96M | 0.5% | -11.2% | 0.236% | |
| 7/15/2025 | BCS Wealth Management | 42,140 | $1.74M | 0.4% | -12.6% | 0.210% | |
| 7/15/2025 | Retirement Income Solutions Inc | 39,920 | $1.65M | 0.3% | -3.4% | 0.199% | |
| 7/14/2025 | AdvisorNet Financial Inc | 17,305 | $715K | 0.0% | +11.9% | 0.086% | |
| 7/14/2025 | Chris Bulman Inc | 44,638 | $1.84M | 1.1% | -13.3% | 0.222% | |
| 7/14/2025 | KFG Wealth Management LLC | 132,163 | $5.46M | 0.9% | -1.6% | 0.658% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 27,618 | $1.14M | 0.0% | -6.7% | 0.138% | |
| 7/14/2025 | Southland Equity Partners LLC | 92,225 | $3.81M | 0.8% | +1.0% | 0.459% | |
| 7/11/2025 | Farther Finance Advisors LLC | 81,530 | $3.37M | 0.1% | +65.8% | 0.407% | |
| 7/11/2025 | AA Financial Advisors LLC | 202,001 | $8.34M | 1.8% | -0.5% | 1.008% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 19,968 | $825K | 0.1% | -5.6% | 0.100% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 226,233 | $9.41M | 0.0% | -71.8% | 1.129% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 17,199 | $710K | 0.0% | -5.8% | 0.086% | |
| 7/9/2025 | Triumph Capital Management | 29,809 | $1.23M | 0.4% | +11.5% | 0.149% | |
| 7/9/2025 | HFG Wealth Management LLC | 17,531 | $681K | 0.4% | -12.4% | 0.088% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 2,618 | $108K | 0.1% | +64.1% | 0.013% | |
| 7/3/2025 | City Center Advisors LLC | 11,851 | $489K | 0.5% | -7.4% | 0.059% | |
| 5/27/2025 | Jacobi Capital Management LLC | 70,199 | $2.73M | 0.2% | -24.5% | 0.345% | |
| 5/20/2025 | Focus Partners Wealth | 149,680 | $5.82M | 0.0% | -53.3% | 0.736% | |
| 5/20/2025 | Integrity Alliance LLC. | 5,708 | $222K | 0.0% | N/A | 0.028% | |
| 5/19/2025 | Jane Street Group LLC | 10,114 | $393K | 0.0% | -81.1% | 0.050% | |
| 5/19/2025 | SageView Advisory Group LLC | 78,036 | $3.03M | 0.1% | +45.1% | 0.384% | |
| 5/19/2025 | Advisory Alpha LLC | 92,697 | $3.60M | 0.1% | +14.9% | 0.456% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 96,465 | $3.75M | 0.9% | -7.2% | 0.474% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,436 | $522K | 0.0% | +3.9% | 0.066% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,594 | $295K | 0.0% | N/A | 0.037% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 42,940 | $1.67M | 0.7% | -0.6% | 0.211% | |
| 5/16/2025 | Talon Private Wealth LLC | 50,912 | $1.98M | 0.3% | +22.4% | 0.250% | |
| 5/16/2025 | NewEdge Advisors LLC | 55,418 | $2.15M | 0.0% | -22.7% | 0.273% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,833,447 | $71.23M | 0.0% | -2.6% | 9.018% | |
| 5/15/2025 | Betterment LLC | 6,707 | $261K | 0.0% | -9.7% | 0.033% | |
| 5/15/2025 | MAI Capital Management | 59,840 | $2.33M | 0.0% | -73.0% | 0.294% | |
| 5/14/2025 | Triad Wealth Partners LLC | 29,382 | $1.14M | 0.4% | +126.4% | 0.145% | |
| 5/14/2025 | CreativeOne Wealth LLC | 93,739 | $3.64M | 0.1% | -15.4% | 0.461% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 14,000 | $544K | 0.1% | -26.3% | 0.069% | |
| 5/14/2025 | Kestra Advisory Services LLC | 207,654 | $8.07M | 0.0% | -12.0% | 1.021% | |
| 5/14/2025 | Frisch Financial Group Inc. | 36,497 | $1.42M | 0.4% | -55.1% | 0.180% | |
| 5/14/2025 | Capital Analysts LLC | 18,195 | $707K | 0.0% | +5.6% | 0.089% | |
| 5/14/2025 | Tradition Wealth Management LLC | 56,581 | $2.20M | 0.2% | -1.8% | 0.278% | |
| 5/13/2025 | Raymond James Financial Inc. | 739,084 | $28.71M | 0.0% | -4.7% | 3.635% | |
| 5/13/2025 | Cresset Asset Management LLC | 121,066 | $4.70M | 0.0% | -1.7% | 0.596% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 240,368 | $9.34M | 0.2% | -9.6% | 1.182% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 19,098 | $742K | 0.1% | +6.9% | 0.094% | |
| 5/13/2025 | Compass Advisory Group LLC | 14,817 | $576K | 0.2% | -2.5% | 0.073% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 12,785 | $497K | 0.3% | +6.3% | 0.063% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 199,851 | $7.76M | 0.0% | -0.7% | 0.983% | |
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| 5/13/2025 | HighTower Advisors LLC | 232,231 | $9.02M | 0.0% | -2.9% | 1.142% | |
| 5/12/2025 | Townsquare Capital LLC | 33,120 | $1.29M | 0.0% | -8.4% | 0.163% | |
| 5/12/2025 | Savvy Advisors Inc. | 10,480 | $407K | 0.0% | N/A | 0.052% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 60,632 | $2.36M | 2.3% | -0.7% | 0.298% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 56,785 | $2.21M | 0.0% | -9.2% | 0.279% | |
| 5/9/2025 | Encompass More Asset Management | 40,425 | $1.57M | 0.5% | +30.0% | 0.199% | |
| 5/9/2025 | Gill Capital Partners LLC | 26,248 | $1.02M | 0.4% | -6.9% | 0.129% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 476,760 | $18.52M | 0.0% | +5.7% | 2.345% | |
| 5/8/2025 | Helium Advisors LLC | 15,044 | $584K | 0.4% | -46.3% | 0.074% | |
| 5/8/2025 | Certified Advisory Corp | 122,163 | $4.75M | 0.5% | -2.0% | 0.601% | |
