| 8/1/2025 | Cedar Point Capital Partners LLC | 45,538 | $3.65M | 2.6% | +4.2% | 0.045% | |
| 8/1/2025 | Bessemer Group Inc. | 37,010 | $2.97M | 0.0% | -16.8% | 0.037% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 45,600 | $3.65M | 0.0% | +13.0% | 0.045% | |
| 7/31/2025 | Wealthfront Advisers LLC | 651,222 | $52.16M | 0.1% | -7.6% | 0.648% | |
| 7/31/2025 | Optimum Investment Advisors | 500 | $40K | 0.0% | -50.0% | 0.000% | |
| 7/31/2025 | LJI Wealth Management LLC | 352,362 | $28.22M | 4.9% | +6.3% | 0.351% | |
| 7/30/2025 | Strategic Blueprint LLC | 35,457 | $2.84M | 0.1% | -4.6% | 0.035% | |
| 7/30/2025 | Forum Financial Management LP | 3,645 | $292K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Gimbal Financial | 2,531 | $203K | 0.1% | -42.6% | 0.003% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 21,171 | $1.76M | 0.4% | -12.3% | 0.021% | |
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| 7/29/2025 | Elevation Capital Advisory LLC | 111,305 | $8.92M | 3.6% | N/A | 0.111% | |
| 7/29/2025 | Madison Wealth Partners Inc | 249,908 | $20.02M | 4.4% | +8.2% | 0.249% | |
| 7/29/2025 | Calamos Wealth Management LLC | 6,766 | $542K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Flavin Financial Services Inc. | 15,723 | $1.26M | 1.2% | -2.7% | 0.016% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,934 | $1.28M | 0.0% | -16.1% | 0.016% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 2,933 | $235K | 0.1% | -95.7% | 0.003% | |
| 7/29/2025 | Private Trust Co. NA | 890 | $71K | 0.0% | +18.7% | 0.001% | |
| 7/29/2025 | Commons Capital LLC | 4,084 | $327K | 0.2% | -5.4% | 0.004% | |
| 7/28/2025 | Variant Private Wealth LLC | 30,894 | $2.48M | 2.6% | -4.5% | 0.031% | |
| 7/28/2025 | Harbour Investments Inc. | 13,905 | $1.11M | 0.0% | +13.7% | 0.014% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 41,918 | $3.36M | 0.1% | +17.7% | 0.042% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 3,326 | $266K | 0.0% | -11.4% | 0.003% | |
| 7/25/2025 | Landmark Wealth Management LLC | 6,188 | $496K | 0.2% | -2.0% | 0.006% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 94,449 | $7.57M | 1.5% | -2.4% | 0.094% | |
| 7/25/2025 | CWM LLC | 16,554 | $1.33M | 0.0% | +19.8% | 0.016% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 5,529 | $443K | 0.0% | +3.1% | 0.006% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 13,688 | $1.10M | 0.3% | +41.8% | 0.014% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 36,650 | $2.94M | 0.7% | -4.1% | 0.036% | |
| 7/24/2025 | Wealthstar Advisors LLC | 4,789 | $384K | 0.1% | N/A | 0.005% | |
| 7/24/2025 | Blair William & Co. IL | 5,633 | $451K | 0.0% | +14.7% | 0.006% | |
| 7/23/2025 | Vontobel Holding Ltd. | 9,790 | $784K | 0.0% | N/A | 0.010% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 296,394 | $23.74M | 6.9% | -20.2% | 0.295% | |
| 7/23/2025 | RMG Wealth Management LLC | 890 | $73K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | SteelPeak Wealth LLC | 10,994 | $881K | 0.0% | -7.0% | 0.011% | |
| 7/23/2025 | Heck Capital Advisors LLC | 608,702 | $48.76M | 4.2% | +37.9% | 0.605% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 65,984 | $5.29M | 0.1% | -39.5% | 0.066% | |
| 7/22/2025 | CPR Investments Inc. | 5,353 | $429K | 0.3% | N/A | 0.005% | |
| 7/22/2025 | DAVENPORT & Co LLC | 3,859 | $309K | 0.0% | +7.0% | 0.004% | |
| 7/22/2025 | Hubbell Strickland Wealth Management LLC | 39,504 | $3.16M | 1.4% | +4.7% | 0.039% | |
| 7/22/2025 | Simplicity Wealth LLC | 4,523 | $362K | 0.0% | +11.3% | 0.004% | |
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| 7/22/2025 | Apexium Financial LP | 22,228 | $1.78M | 0.1% | +0.6% | 0.022% | |
| 7/21/2025 | QRG Capital Management Inc. | 3,365 | $270K | 0.0% | -8.5% | 0.003% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,628 | $371K | 0.0% | -28.0% | 0.005% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,327 | $427K | 0.0% | +23.1% | 0.005% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 379 | $30K | 0.0% | +531.7% | 0.000% | |
| 7/21/2025 | Hilltop National Bank | 16,534 | $1.32M | 0.3% | N/A | 0.016% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 103,900 | $8.32M | 0.0% | -3.8% | 0.103% | |
| 7/18/2025 | jvl associates llc | 117,449 | $9.41M | 3.4% | +21.5% | 0.117% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 5,718 | $458K | 0.1% | N/A | 0.006% | |
| 7/18/2025 | Truist Financial Corp | 2,732 | $219K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Greenhouse Wealth Management LLC | 8,130 | $648K | 0.4% | N/A | 0.008% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 223,952 | $17.94M | 1.0% | -16.3% | 0.222% | |
| 7/17/2025 | Avondale Wealth Management | 12,440 | $996K | 0.6% | +1.0% | 0.012% | |
| 7/17/2025 | Sound Income Strategies LLC | 3,529 | $283K | 0.0% | +19.0% | 0.004% | |
| 7/17/2025 | Moody Lynn & Lieberson LLC | 2,816 | $226K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Grandview Asset Management LLC | 8,107 | $649K | 0.2% | +4.4% | 0.008% | |
| 7/17/2025 | Avior Wealth Management LLC | 8,978 | $719K | 0.0% | -8.5% | 0.009% | |
| 7/17/2025 | TBH Global Asset Management LLC | 3,445 | $276K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | David Kennon Inc | 240,571 | $19.27M | 7.2% | +3.5% | 0.239% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 17,648 | $1.41M | 0.7% | N/A | 0.018% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 49,815 | $4.00M | 0.6% | -3.1% | 0.049% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 7,723 | $619K | 0.0% | -4.9% | 0.008% | |
| 7/15/2025 | Focused Wealth Management Inc | 37,181 | $2.98M | 0.4% | +709.0% | 0.037% | |
| 7/14/2025 | Ridgewood Investments LLC | 12,462 | $998K | 0.4% | -2.6% | 0.012% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 32,470 | $2.60M | 0.1% | +1.1% | 0.032% | |
| 7/14/2025 | Park Avenue Securities LLC | 3,112 | $249K | 0.0% | N/A | 0.003% | |
| 7/14/2025 | Sowell Financial Services LLC | 12,220 | $979K | 0.0% | -55.4% | 0.012% | |
| 7/11/2025 | Annex Advisory Services LLC | 2,500 | $200K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 13,123 | $1.05M | 0.1% | -13.6% | 0.013% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,420 | $354K | 0.0% | +4.0% | 0.004% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 2,481 | $199K | 0.0% | N/A | 0.002% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 87,425 | $7.00M | 2.5% | N/A | 0.087% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 21,373 | $1.73M | 0.0% | +18.7% | 0.021% | |
| 7/10/2025 | HWG Holdings LP | 31,849 | $2.55M | 0.7% | N/A | 0.032% | |
| 7/10/2025 | Sovran Advisors LLC | 8,984 | $722K | 0.1% | -7.0% | 0.009% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 61,015 | $4.89M | 0.8% | +1.3% | 0.061% | |
| 7/9/2025 | Defined Wealth Management LLC | 21,684 | $1.74M | 1.1% | -0.8% | 0.022% | |
| 7/8/2025 | Parallel Advisors LLC | 13,395 | $1.07M | 0.0% | +58.4% | 0.013% | |
| 7/7/2025 | Roxbury Financial LLC | 39,718 | $3.18M | 3.1% | +1.7% | 0.039% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,471 | $118K | 0.0% | +51.5% | 0.001% | |
| 7/7/2025 | Taylor & Morgan Wealth Management LLC | 2,671 | $214K | 0.1% | N/A | 0.003% | |
| 7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 19,526 | $1.56M | 0.9% | -3.7% | 0.019% | |
| 7/2/2025 | Dentgroup LLC | 16,365 | $1.31M | 0.9% | +26.8% | 0.016% | |
| 5/28/2025 | Silicon Valley Capital Partners | 124,719 | $8.50M | 1.1% | -3.5% | 0.124% | |
| 5/28/2025 | Wealth Management Associates Inc. | 22,189 | $1.51M | 0.6% | -1.0% | 0.022% | |
| 5/20/2025 | Focus Partners Wealth | 112,811 | $7.68M | 0.0% | -0.5% | 0.112% | |
| 5/20/2025 | Integrity Alliance LLC. | 4,015 | $273K | 0.0% | N/A | 0.004% | |
| 5/19/2025 | Jane Street Group LLC | 48,920 | $3.33M | 0.0% | N/A | 0.049% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 599 | $41K | 0.0% | +621.7% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,833 | $669K | 0.0% | -78.8% | 0.010% | |
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| 5/16/2025 | Pinnacle Family Advisors LLC | 23,175 | $1.58M | 0.9% | +1.2% | 0.023% | |
| 5/16/2025 | NewEdge Advisors LLC | 25,377 | $1.73M | 0.0% | +19.9% | 0.025% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,072 | $345K | 0.0% | +11.5% | 0.005% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 8,466 | $576K | 0.0% | N/A | 0.008% | |
| 5/16/2025 | AQR Capital Management LLC | 6,985 | $475K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 9,257 | $630K | 0.0% | +20.1% | 0.009% | |
| 5/15/2025 | Royal Bank of Canada | 56,994 | $3.88M | 0.0% | -0.4% | 0.057% | |
| 5/15/2025 | MAI Capital Management | 7,678 | $523K | 0.0% | -2.2% | 0.008% | |
| 5/15/2025 | Baird Financial Group Inc. | 36,834 | $2.51M | 0.0% | +2.1% | 0.037% | |
| 5/15/2025 | Activest Wealth Management | 31,054 | $2.11M | 0.6% | N/A | 0.031% | |
