| 8/5/2025 | Fourth Dimension Wealth LLC | 35,946 | $743K | 0.3% | +225.8% | 0.024% | |
| 8/5/2025 | Blue Barn Wealth LLC | 211,377 | $4.43M | 2.1% | -17.0% | 0.138% | |
| 8/5/2025 | Ellevest Inc. | 115,524 | $2.39M | 0.4% | +4.1% | 0.076% | |
| 8/5/2025 | Claro Advisors LLC | 116,610 | $2.41M | 0.4% | -0.5% | 0.076% | |
| 8/5/2025 | Milestone Asset Management LLC | 300,089 | $6.21M | 1.3% | +2.0% | 0.196% | |
| 8/5/2025 | Key Financial Inc | 90,253 | $1.87M | 0.4% | +2.7% | 0.059% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 19,515 | $404K | 0.3% | -70.5% | 0.013% | |
| 8/5/2025 | Continuum Wealth Advisors LLC | 71,671 | $1.48M | 0.7% | -5.6% | 0.047% | |
| 8/5/2025 | Sigma Planning Corp | 86,407 | $1.79M | 0.1% | -8.2% | 0.057% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 28,968 | $599K | 0.4% | +3.3% | 0.019% | |
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| 8/5/2025 | Hills Bank & Trust Co | 56,218 | $1.16M | 0.1% | +6.6% | 0.037% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 49,617 | $1.03M | 0.9% | N/A | 0.032% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 251,558 | $5.20M | 0.3% | +9.4% | 0.165% | |
| 8/4/2025 | Kovack Advisors Inc. | 24,864 | $514K | 0.1% | +2.7% | 0.016% | |
| 8/4/2025 | ArborFi Advisors LLC | 10,320 | $213K | 0.2% | -81.6% | 0.007% | |
| 8/4/2025 | Atria Investments Inc | 133,652 | $2.76M | 0.0% | -60.2% | 0.087% | |
| 8/4/2025 | Savvy Advisors Inc. | 17,919 | $371K | 0.0% | +5.7% | 0.012% | |
| 8/4/2025 | Arkadios Wealth Advisors | 49,758 | $1.03M | 0.0% | +44.4% | 0.033% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 30,262 | $626K | 0.0% | -43.7% | 0.020% | |
| 8/1/2025 | Redmond Asset Management LLC | 66,910 | $1.38M | 0.3% | +2.9% | 0.043% | |
| 8/1/2025 | Clark Asset Management LLC | 654,920 | $13.54M | 1.8% | +17.7% | 0.426% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 1,232,275 | $25.48M | 1.5% | -40.0% | 0.801% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 41,402 | $856K | 0.1% | -8.3% | 0.027% | |
| 8/1/2025 | First Command Advisory Services Inc. | 47,094 | $974K | 0.0% | +7.4% | 0.031% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 822,246 | $17.00M | 0.0% | -2.6% | 0.534% | |
| 7/31/2025 | Leavell Investment Management Inc. | 57,796 | $1.20M | 0.1% | -16.4% | 0.038% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 41,539 | $859K | 0.0% | -10.3% | 0.027% | |
| 7/31/2025 | Carnegie Investment Counsel | 168,373 | $3.48M | 0.1% | -5.0% | 0.109% | |
| 7/31/2025 | Gill Capital Partners LLC | 41,890 | $866K | 0.3% | -2.3% | 0.027% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 31,455 | $650K | 0.2% | -5.1% | 0.020% | |
| 7/30/2025 | Brookstone Capital Management | 1,388,446 | $28.71M | 0.4% | -5.1% | 0.902% | |
| 7/30/2025 | Phoenix Financial Ltd. | 52,992 | $1.10M | 0.0% | -14.1% | 0.034% | |
| 7/29/2025 | Stephens Inc. AR | 37,971 | $785K | 0.0% | -94.7% | 0.024% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 32,655 | $675K | 0.6% | -3.0% | 0.021% | |
| 7/29/2025 | Novare Capital Management LLC | 136,987 | $2.83M | 0.2% | -4.9% | 0.088% | |
| 7/29/2025 | CapWealth Advisors LLC | 12,515 | $259K | 0.0% | N/A | 0.008% | |
| 7/29/2025 | Curbstone Financial Management Corp | 55,256 | $1.14M | 0.2% | -9.8% | 0.035% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 177,423 | $3.67M | 0.0% | +18.7% | 0.114% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 70,468 | $1.46M | 0.1% | N/A | 0.045% | |
| 7/29/2025 | Private Trust Co. NA | 7,816 | $162K | 0.0% | -47.2% | 0.005% | |
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| 7/29/2025 | Straight Path Wealth Management | 325,446 | $6.73M | 2.3% | -3.6% | 0.209% | |
| 7/29/2025 | Angeles Wealth Management LLC | 1,863 | $39K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Semitam Bonam LLC | 73,706 | $1.52M | 1.4% | N/A | 0.047% | |
| 7/28/2025 | Tlwm | 1,207,241 | $24.97M | 4.7% | +0.8% | 0.775% | |
| 7/28/2025 | Harbour Investments Inc. | 52,108 | $1.08M | 0.0% | +1.1% | 0.033% | |
| 7/28/2025 | RFG Advisory LLC | 14,099 | $292K | 0.0% | +13.4% | 0.009% | |
| 7/28/2025 | Hudson Capital Management LLC | 704,094 | $14.56M | 4.1% | -0.3% | 0.452% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 20,300 | $420K | 0.0% | +7.8% | 0.013% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 238,939 | $4.94M | 0.1% | -14.1% | 0.153% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 42,595 | $880K | 0.2% | -26.3% | 0.027% | |
| 7/25/2025 | MGO One Seven LLC | 332,732 | $6.88M | 0.2% | +5.5% | 0.214% | |
| 7/25/2025 | Genesee Capital Advisors LLC | 26,795 | $554K | 0.2% | -4.5% | 0.017% | |
| 7/25/2025 | G2 Capital Management LLC OH | 113,714 | $2.35M | 0.7% | +1.1% | 0.073% | |
| 7/25/2025 | CWM LLC | 280,990 | $5.81M | 0.0% | +1.3% | 0.180% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 103,013 | $2.13M | 0.7% | -12.7% | 0.066% | |
| 7/25/2025 | Apollon Wealth Management LLC | 10,500 | $217K | 0.0% | -27.6% | 0.007% | |
| 7/24/2025 | Eastern Bank | 30,260 | $626K | 0.0% | -71.4% | 0.019% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 36,612 | $757K | 0.5% | N/A | 0.024% | |
| 7/24/2025 | Vantage Point Financial LLC | 65,336 | $1.35M | 0.6% | -3.4% | 0.042% | |
| 7/24/2025 | IFP Advisors Inc | 5,000 | $103K | 0.0% | -16.7% | 0.003% | |
| 7/24/2025 | TFR Capital LLC. | 299,375 | $6.19M | 2.2% | +4.1% | 0.192% | |
| 7/24/2025 | Leo Wealth LLC | 598,265 | $12.37M | 1.0% | N/A | 0.384% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 1,420 | $29K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | WESPAC Advisors LLC | 10,406 | $215K | 0.2% | -42.9% | 0.007% | |
| 7/23/2025 | Opulen Financial Group LLC | 74,820 | $1.55M | 1.3% | -1.7% | 0.048% | |
| 7/23/2025 | BankPlus Trust Department | 63,773 | $1.32M | 0.4% | -14.7% | 0.041% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 107,505 | $2.22M | 0.4% | -2.0% | 0.069% | |
| 7/23/2025 | True Vision MN LLC | 93,312 | $1.93M | 1.1% | -4.0% | 0.059% | |
| 7/22/2025 | Belpointe Asset Management LLC | 39,882 | $825K | 0.0% | +187.9% | 0.025% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 670,852 | $13.87M | 2.1% | N/A | 0.428% | |
| 7/22/2025 | Marietta Wealth Management LLC | 303,166 | $6.27M | 0.8% | +1.0% | 0.193% | |
| 7/22/2025 | Kickstand Ventures LLC. | 670,852 | $13.87M | 3.2% | -4.4% | 0.428% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 40,717 | $842K | 0.0% | N/A | 0.026% | |
| 7/22/2025 | Berger Financial Group Inc | 179,148 | $3.71M | 0.2% | -11.0% | 0.114% | |
| 7/22/2025 | Strid Group LLC | 48,536 | $1.00M | 0.1% | +1.1% | 0.031% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 37,795 | $782K | 0.4% | +9.1% | 0.024% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,770 | $99K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 161,234 | $3.33M | 0.1% | +3.2% | 0.103% | |
| 7/21/2025 | Exchange Capital Management Inc. | 84,095 | $1.74M | 0.3% | -35.8% | 0.054% | |
| 7/21/2025 | Crews Bank & Trust | 11,285 | $233K | 0.0% | -37.1% | 0.007% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 487,732 | $10.09M | 6.4% | -1.9% | 0.311% | |
| 7/18/2025 | Foundry Financial Group Inc. | 11,036 | $228K | 0.1% | +5.8% | 0.007% | |
| 7/18/2025 | Trilogy Capital Inc. | 222,475 | $4.60M | 0.2% | -1.5% | 0.142% | |
| 7/18/2025 | SMI Advisory Services LLC | 1,189,152 | $24.65M | 4.8% | -49.6% | 0.758% | |
| 7/18/2025 | Truist Financial Corp | 656,487 | $13.58M | 0.0% | -7.9% | 0.418% | |
| 7/17/2025 | Capital Investment Advisors LLC | 23,989 | $496K | 0.0% | -6.7% | 0.015% | |
| 7/17/2025 | HB Wealth Management LLC | 167,211 | $3.46M | 0.0% | +68.0% | 0.107% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 473,014 | $9.78M | 0.0% | -31.0% | 0.301% | |
| 7/17/2025 | Avior Wealth Management LLC | 180,387 | $3.73M | 0.1% | -23.1% | 0.115% | |
| 7/17/2025 | XY Planning Network Inc. | 30,856 | $638K | 0.2% | N/A | 0.020% | |
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| 7/17/2025 | Hengehold Capital Management LLC | 437,767 | $9.05M | 0.8% | -1.9% | 0.279% | |
| 7/17/2025 | Blossom Wealth Management | 78,114 | $1.62M | 2.9% | +3.9% | 0.050% | |
| 7/17/2025 | Western Financial Corp CA | 40,876 | $845K | 0.5% | +1.5% | 0.026% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 9,010 | $186K | 0.1% | N/A | 0.006% | |
| 7/16/2025 | ORG Partners LLC | 25,045 | $518K | 0.1% | -5.1% | 0.016% | |
| 7/16/2025 | Kirr Marbach & Co. LLC IN | 971,428 | $20.09M | 4.0% | -1.0% | 0.619% | |
| 7/16/2025 | Old Port Advisors | 95,980 | $1.99M | 0.5% | -15.4% | 0.061% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 68,937 | $1.43M | 0.1% | -2.0% | 0.044% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 37,631 | $778K | 0.3% | -2.3% | 0.024% | |
| 7/16/2025 | Castleview Partners LLC | 34,610 | $716K | 0.5% | -32.4% | 0.022% | |
