| 8/1/2025 | Capital Investment Counsel LLC | 202,011 | $7.13M | 1.1% | -3.3% | 0.087% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 80,342 | $2.83M | 0.1% | N/A | 0.035% | |
| 8/1/2025 | Bessemer Group Inc. | 8,307 | $293K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 84,821 | $2.99M | 0.1% | -9.7% | 0.037% | |
| 8/1/2025 | Bolthouse Investments LLC | 51,388 | $1.81M | 1.8% | -31.9% | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,974,264 | $104.93M | 0.0% | -5.1% | 1.283% | |
| 7/31/2025 | Mason & Associates Inc | 76,425 | $2.70M | 0.6% | +1.6% | 0.033% | |
| 7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 346,245 | $12.22M | 2.1% | +1.2% | 0.149% | |
| 7/31/2025 | Hobart Private Capital LLC | 172,601 | $6.09M | 1.4% | -8.4% | 0.074% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 10,260 | $362K | 0.0% | +2.9% | 0.004% | |
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| 7/30/2025 | KPP Advisory Services LLC | 40,943 | $1.44M | 0.2% | -50.2% | 0.018% | |
| 7/30/2025 | Strategic Blueprint LLC | 10,547 | $372K | 0.0% | +22.1% | 0.005% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 16,883 | $596K | 0.3% | +10.5% | 0.007% | |
| 7/30/2025 | LifeWealth Investments LLC | 34,735 | $1.23M | 0.4% | +28.6% | 0.015% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 122,183 | $4.31M | 0.3% | +13.2% | 0.053% | |
| 7/30/2025 | Brookstone Capital Management | 65,522 | $2.31M | 0.0% | +6.8% | 0.028% | |
| 7/30/2025 | D.A. Davidson & CO. | 643,785 | $22.71M | 0.2% | -1.6% | 0.278% | |
| 7/30/2025 | IMG Wealth Management Inc. | 114,963 | $4.06M | 3.1% | +8.3% | 0.050% | |
| 7/30/2025 | Advantage Trust Co | 417,055 | $14.71M | 7.2% | +1.5% | 0.180% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 26,092 | $921K | 0.0% | +73.3% | 0.011% | |
| 7/29/2025 | Stephens Inc. AR | 92,821 | $3.28M | 0.0% | -1.0% | 0.040% | |
| 7/29/2025 | Balboa Wealth Partners | 7,575 | $267K | 0.1% | -18.9% | 0.003% | |
| 7/29/2025 | International Assets Investment Management LLC | 49,853 | $1.76M | 0.1% | +1.9% | 0.022% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 51,584 | $1.82M | 0.1% | +10.5% | 0.022% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 60,058 | $2.12M | 0.4% | +3.5% | 0.026% | |
| 7/29/2025 | Arista Wealth Management LLC | 53,534 | $1.89M | 0.3% | N/A | 0.023% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 234,479 | $8.27M | 0.1% | +0.6% | 0.101% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 257,560 | $9.09M | 0.5% | +19.5% | 0.111% | |
| 7/29/2025 | Private Trust Co. NA | 34,742 | $1.23M | 0.1% | -11.7% | 0.015% | |
| 7/28/2025 | Mutual Advisors LLC | 80,708 | $2.95M | 0.1% | +3.2% | 0.035% | |
| 7/28/2025 | Triton Wealth Management PLLC | 13,750 | $498K | 0.2% | N/A | 0.006% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 260,865 | $9.20M | 1.2% | +43.4% | 0.113% | |
| 7/28/2025 | Harbour Investments Inc. | 2,835,642 | $100.04M | 2.5% | +472.9% | 1.224% | |
| 7/28/2025 | RFG Advisory LLC | 358,188 | $12.64M | 0.3% | +5.1% | 0.155% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 17,780 | $627K | 0.0% | -10.3% | 0.008% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 139,377 | $4.92M | 4.3% | +32.8% | 0.060% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 242,835 | $8.58M | 0.2% | -14.7% | 0.105% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 117,181 | $4.13M | 0.0% | +10.1% | 0.051% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 11,508 | $406K | 0.1% | +4.8% | 0.005% | |
| 7/25/2025 | Lion Street Advisors LLC | 27,684 | $977K | 0.3% | +82.7% | 0.012% | |
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| 7/25/2025 | MGO One Seven LLC | 52,787 | $1.86M | 0.1% | +1.6% | 0.023% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,790 | $63K | 0.0% | -15.4% | 0.001% | |
| 7/25/2025 | Prostatis Group LLC | 70,306 | $2.48M | 0.7% | -26.9% | 0.030% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 27,092 | $956K | 0.2% | +6.9% | 0.012% | |
| 7/25/2025 | CWM LLC | 357,793 | $12.62M | 0.0% | +29.3% | 0.155% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 127,681 | $4.51M | 0.1% | +39.4% | 0.055% | |
| 7/25/2025 | Apollon Wealth Management LLC | 130,277 | $4.60M | 0.1% | -2.2% | 0.056% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 8,103 | $286K | 0.0% | -38.6% | 0.003% | |
| 7/24/2025 | Stiles Financial Services Inc | 17,225 | $608K | 0.2% | +14.9% | 0.007% | |
| 7/24/2025 | IFP Advisors Inc | 19,966 | $704K | 0.0% | -33.1% | 0.009% | |
| 7/24/2025 | Blair William & Co. IL | 1,265,220 | $44.64M | 0.1% | -0.4% | 0.546% | |
| 7/24/2025 | US Bancorp DE | 135,140 | $4.77M | 0.0% | -8.4% | 0.058% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 18,429 | $650K | 0.5% | +3.2% | 0.008% | |
| 7/23/2025 | Horizon Advisory Services Inc. | 22,465 | $793K | 0.4% | -6.8% | 0.010% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 28,224 | $996K | 0.1% | +1.4% | 0.012% | |
| 7/23/2025 | RiverTree Advisors LLC | 71,975 | $2.54M | 1.7% | -29.8% | 0.031% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 45,340 | $1.60M | 1.0% | -3.0% | 0.020% | |
| 7/23/2025 | Laraway Financial Advisors Inc | 10,174 | $359K | 0.3% | -2.9% | 0.004% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 18,016 | $636K | 0.3% | -4.1% | 0.008% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 90,577 | $3.20M | 1.3% | +3.6% | 0.039% | |
| 7/23/2025 | Bennett Associates Wealth Management | 212,062 | $7.48M | 5.8% | N/A | 0.092% | |
| 7/22/2025 | Belpointe Asset Management LLC | 28,879 | $1.02M | 0.0% | +6.8% | 0.012% | |
| 7/22/2025 | DAVENPORT & Co LLC | 25,158 | $888K | 0.0% | +11.3% | 0.011% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 18,761 | $662K | 0.0% | +16.0% | 0.008% | |
| 7/22/2025 | Global Assets Advisory LLC | 14,658 | $527K | 0.2% | -67.5% | 0.006% | |
| 7/22/2025 | Merit Financial Group LLC | 96,442 | $3.40M | 0.0% | +14.5% | 0.042% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 53,156 | $1.88M | 0.5% | +26.3% | 0.023% | |
| 7/22/2025 | Simplicity Wealth LLC | 93,263 | $3.29M | 0.1% | +8.2% | 0.040% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 270,260 | $9.54M | 0.2% | +3.5% | 0.117% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 271,747 | $9.59M | 4.3% | -8.6% | 0.117% | |
| 7/22/2025 | Accel Wealth Management | 13,062 | $461K | 0.2% | +12.5% | 0.006% | |
| 7/21/2025 | AIFG Consultants Ltd. | 48,472 | $1.71M | 3.3% | -47.6% | 0.021% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 214,049 | $7.55M | 1.8% | +6.9% | 0.092% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 233,877 | $8.25M | 2.1% | +9.9% | 0.100% | |
| 7/21/2025 | Clarity Capital Partners LLC | 74,700 | $2.64M | 0.9% | -7.8% | 0.032% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 41,112 | $1.45M | 0.1% | +0.8% | 0.018% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 17,339 | $612K | 0.2% | -23.8% | 0.007% | |
| 7/18/2025 | Consolidated Planning Corp | 9,921 | $350K | 0.0% | +5.1% | 0.004% | |
| 7/18/2025 | Provident Wealth Management LLC | 138,295 | $4.88M | 1.6% | +0.3% | 0.059% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 6,534 | $231K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 2,371,783 | $83.68M | 0.1% | -15.2% | 1.016% | |
| 7/17/2025 | Trivium Point Advisory LLC | 80,066 | $2.83M | 0.3% | +4.6% | 0.034% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,972,146 | $140.14M | 2.5% | +6.4% | 1.701% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 15,862 | $560K | 0.2% | +75.1% | 0.007% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 779,069 | $27.49M | 0.1% | +1.9% | 0.334% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 1,028,128 | $36.27M | 2.0% | +2.6% | 0.440% | |
| 7/17/2025 | Genesis Private Wealth LLC | 73,100 | $2.58M | 1.2% | +3.9% | 0.031% | |
| 7/17/2025 | City Holding Co. | 40,275 | $1.42M | 0.2% | +3.2% | 0.017% | |
| 7/17/2025 | Wagner Wealth Management LLC | 456,314 | $16.10M | 3.7% | +4.3% | 0.195% | |
| 7/17/2025 | Barry Investment Advisors LLC | 20,368 | $719K | 0.2% | +7.1% | 0.009% | |
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| 7/17/2025 | Avior Wealth Management LLC | 24,946 | $880K | 0.0% | +18.3% | 0.011% | |
| 7/16/2025 | Independent Wealth Network Inc. | 19,850 | $700K | 0.3% | -2.8% | 0.008% | |
| 7/16/2025 | ORG Partners LLC | 3,050 | $110K | 0.0% | -33.0% | 0.001% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 5,910 | $209K | 0.0% | -64.6% | 0.003% | |
| 7/16/2025 | Old Port Advisors | 11,625 | $410K | 0.1% | -8.4% | 0.005% | |
| 7/16/2025 | Owen LaRue LLC | 122,024 | $4.31M | 1.8% | -6.4% | 0.052% | |
| 7/16/2025 | Bright Financial Advisors Inc. | 128,081 | $4.52M | 2.5% | +2.3% | 0.055% | |
| 7/16/2025 | Maridea Wealth Management LLC | 14,097 | $497K | 0.1% | -18.1% | 0.006% | |
| 7/15/2025 | Pitti Group Wealth Management LLC | 14,922 | $526K | 0.5% | +4.4% | 0.006% | |
| 7/15/2025 | Traction Financial Partners LLC | 35,439 | $1.25M | 0.8% | N/A | 0.015% | |
