| 7/25/2025 | Atria Wealth Solutions Inc. | 68,817 | $4.78M | 0.1% | -72.5% | 0.084% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,255,479 | $156.85M | 0.6% | -5.8% | 2.741% | |
| 7/25/2025 | Parker Financial LLC | 96,568 | $6.72M | 2.9% | +5.2% | 0.117% | |
| 7/25/2025 | MGO One Seven LLC | 66,446 | $4.62M | 0.1% | -0.7% | 0.081% | |
| 7/25/2025 | Prostatis Group LLC | 26,655 | $1.85M | 0.5% | -9.6% | 0.032% | |
| 7/25/2025 | CWM LLC | 1,805 | $126K | 0.0% | +10.3% | 0.002% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 61,999 | $4.31M | 0.9% | +2.8% | 0.075% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 48,494 | $3.37M | 0.1% | +10.3% | 0.059% | |
| 7/25/2025 | Evolution Advisers Inc. | 122,333 | $8.51M | 3.9% | +2.2% | 0.149% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 4,132 | $284K | 0.1% | -44.3% | 0.005% | |
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| 7/24/2025 | Strong Tower Advisory Services | 111,270 | $7.74M | 1.5% | N/A | 0.135% | |
| 7/24/2025 | Blue Trust Inc. | 3,000 | $209K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 20,989 | $1.46M | 0.1% | +11.5% | 0.026% | |
| 7/24/2025 | WMG Financial Advisors LLC | 5,253 | $365K | 0.1% | -8.7% | 0.006% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 5,434 | $378K | 0.0% | +14.4% | 0.007% | |
| 7/24/2025 | Blair William & Co. IL | 1,112 | $77K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Leo Wealth LLC | 4,743 | $330K | 0.0% | N/A | 0.006% | |
| 7/24/2025 | US Bancorp DE | 312,139 | $21.71M | 0.0% | -2.1% | 0.379% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 109,019 | $7.44M | 4.1% | +11.5% | 0.132% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 247,486 | $17.21M | 4.8% | -6.8% | 0.301% | |
| 7/23/2025 | Valmark Advisers Inc. | 44,146 | $3.07M | 0.0% | +3.8% | 0.054% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 10,004 | $696K | 0.4% | -4.0% | 0.012% | |
| 7/23/2025 | Roundview Capital LLC | 9,094 | $632K | 0.0% | -29.6% | 0.011% | |
| 7/22/2025 | Rochester Wealth Strategies LLC | 60,818 | $4.23M | 3.0% | -18.1% | 0.074% | |
| 7/22/2025 | Belpointe Asset Management LLC | 31,767 | $2.21M | 0.1% | -9.3% | 0.039% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 5,015 | $349K | 0.1% | N/A | 0.006% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 353,977 | $24.62M | 12.1% | -6.3% | 0.430% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 3,047 | $212K | 0.0% | -34.1% | 0.004% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 90,249 | $6.28M | 1.8% | -1.3% | 0.110% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 65,195 | $4.44M | 0.9% | +10.2% | 0.079% | |
| 7/21/2025 | Ascent Group LLC | 32,948 | $2.29M | 0.1% | -3.3% | 0.040% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,515 | $592K | 0.0% | +44.4% | 0.010% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 10,738 | $747K | 0.2% | -3.7% | 0.013% | |
| 7/21/2025 | Pacific Financial Group Inc. | 6,068 | $422K | 0.3% | +39.9% | 0.007% | |
| 7/21/2025 | Trinity Legacy Partners LLC | 135,081 | $9.12M | 2.2% | +1.7% | 0.164% | |
| 7/21/2025 | HT Partners LLC | 21,778 | $1.51M | 0.5% | -1.2% | 0.026% | |
| 7/18/2025 | Trilogy Capital Inc. | 424,610 | $29.53M | 1.4% | N/A | 0.516% | |
| 7/18/2025 | SigFig Wealth Management LLC | 84,747 | $5.84M | 0.2% | +1.4% | 0.103% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 58,685 | $4.08M | 1.8% | +6.3% | 0.071% | |
| 7/18/2025 | Truist Financial Corp | 206,497 | $14.36M | 0.0% | +5.5% | 0.251% | |
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| 7/17/2025 | Capital Investment Advisors LLC | 10,383 | $722K | 0.0% | +3.8% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 460,990 | $32.06M | 0.1% | +0.9% | 0.563% | |
| 7/17/2025 | Income Research & Management | 720,997 | $50.14M | 13.4% | N/A | 0.880% | |
| 7/17/2025 | Fifth Third Securities Inc. | 26,178 | $1.82M | 0.1% | +0.9% | 0.032% | |
| 7/17/2025 | Independence Bank of Kentucky | 4,922 | $342K | 0.0% | -17.6% | 0.006% | |
| 7/17/2025 | Avior Wealth Management LLC | 6,492 | $451K | 0.0% | -21.3% | 0.008% | |
| 7/16/2025 | Dakota Wealth Management | 15,830 | $1.10M | 0.0% | N/A | 0.019% | |
| 7/15/2025 | Retirement Guys Formula LLC | 14,697 | $1.02M | 0.4% | -1.1% | 0.018% | |
| 7/15/2025 | Level Financial Advisors | 46,773 | $3.25M | 1.0% | +9.3% | 0.057% | |
| 7/15/2025 | TD Private Client Wealth LLC | 153,411 | $10.67M | 0.3% | +7.8% | 0.187% | |
| 7/15/2025 | Fifth Third Bancorp | 644 | $45K | 0.0% | +315.5% | 0.001% | |
| 7/14/2025 | AdvisorNet Financial Inc | 5,041 | $351K | 0.0% | -26.5% | 0.006% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 58,494 | $4.07M | 2.3% | +3.6% | 0.071% | |
| 7/14/2025 | Flagstar Advisors Inc. | 89,660 | $6.24M | 1.7% | +10.2% | 0.109% | |
| 7/14/2025 | Southland Equity Partners LLC | 5,528 | $384K | 0.1% | +3.2% | 0.007% | |
| 7/14/2025 | Park Avenue Securities LLC | 26,416 | $1.84M | 0.0% | N/A | 0.032% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 68,888 | $4.79M | 2.3% | +6.9% | 0.084% | |
| 7/11/2025 | Farther Finance Advisors LLC | 65,770 | $4.57M | 0.1% | +14.4% | 0.080% | |
| 7/11/2025 | LongView Wealth Management | 5,392 | $375K | 0.1% | -15.5% | 0.007% | |
| 7/11/2025 | Diversified Trust Co | 4,683 | $326K | 0.0% | -11.3% | 0.006% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 742,706 | $51.65M | 0.6% | N/A | 0.907% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,608 | $1.01M | 0.0% | +16.6% | 0.018% | |
| 7/10/2025 | Secure Asset Management LLC | 46,948 | $3.27M | 0.6% | N/A | 0.057% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 7,152 | $497K | 0.0% | -22.1% | 0.009% | |
| 7/10/2025 | Focus Financial Network Inc. | 30,643 | $2.13M | 0.1% | -11.0% | 0.037% | |
| 7/9/2025 | PFW Advisors LLC | 91,514 | $6.36M | 2.0% | -1.0% | 0.112% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 87,609 | $6.09M | 0.2% | +5.3% | 0.107% | |
| 7/8/2025 | NBC Securities Inc. | 23,056 | $1.60M | 0.1% | +130.0% | 0.028% | |
| 7/8/2025 | Parallel Advisors LLC | 5,385 | $374K | 0.0% | +744.0% | 0.007% | |
| 7/7/2025 | Horizons Wealth Management | 34,578 | $2.41M | 1.7% | +2.2% | 0.042% | |
| 7/7/2025 | Retirement Wealth Solutions LLC | 33,734 | $2.35M | 1.7% | -3.0% | 0.041% | |
| 7/7/2025 | Platt Investment Counsel LLC | 132,612 | $9.22M | 8.8% | +47.1% | 0.161% | |
| 6/17/2025 | Howe & Rusling Inc. | 473 | $33K | 0.0% | +48.3% | 0.001% | |
| 6/3/2025 | Invst LLC | 8,006 | $564K | 0.1% | -4.5% | 0.009% | |
| 5/28/2025 | Addison Capital Co | 6,285 | $443K | 0.2% | -4.6% | 0.007% | |
| 5/21/2025 | Main Line Retirement Advisors LLC | 56,448 | $3.98M | 2.6% | +2.0% | 0.063% | |
| 5/21/2025 | Beacon Capital Management Inc. | 5,359,282 | $360.04M | 17.9% | +23,884.3% | 6.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 12,557 | $884K | 0.0% | +2.4% | 0.014% | |
| 5/20/2025 | Belpointe Asset Management LLC | 35,027 | $2.47M | 0.1% | -26.2% | 0.039% | |
| 5/20/2025 | Focus Partners Wealth | 6,989 | $492K | 0.0% | -23.3% | 0.008% | |
| 5/19/2025 | Jane Street Group LLC | 148,240 | $10.44M | 0.0% | -40.7% | 0.166% | |
| 5/19/2025 | SageView Advisory Group LLC | 2,939 | $207K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Prostatis Group LLC | 29,479 | $2.08M | 0.7% | +12.8% | 0.033% | |
| 5/16/2025 | Ascent Group LLC | 34,089 | $2.40M | 0.1% | -6.8% | 0.038% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 10,582 | $739K | 0.1% | +665.7% | 0.012% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 23,736 | $1.67M | 0.1% | -76.8% | 0.027% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,055,314 | $74.32M | 0.0% | -3.1% | 1.284% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 520 | $37K | 0.0% | +86.4% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,292 | $795K | 0.0% | -59.7% | 0.013% | |
| 5/16/2025 | NewEdge Advisors LLC | 168,973 | $11.90M | 0.1% | +5.7% | 0.189% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 2,847 | $201K | 0.0% | -16.7% | 0.003% | |
| 5/16/2025 | Banque Transatlantique SA | 4,203 | $274K | 0.0% | N/A | 0.005% | |
| 5/15/2025 | Royal Bank of Canada | 1,020,488 | $71.86M | 0.0% | +0.3% | 1.143% | |
| 5/15/2025 | Betterment LLC | 188,929 | $13.30M | 0.0% | -0.3% | 0.212% | |
| 5/15/2025 | MAI Capital Management | 2,984 | $210K | 0.0% | +19.8% | 0.003% | |
| 5/15/2025 | Hanover Advisors Inc. | 8,100 | $570K | 0.2% | -5.4% | 0.009% | |
| 5/14/2025 | CreativeOne Wealth LLC | 230,827 | $16.26M | 0.5% | -5.8% | 0.258% | |
| 5/14/2025 | Redwood Investment Management LLC | 4,428 | $312K | 0.0% | -9.5% | 0.005% | |
| 5/14/2025 | Jane Street Group LLC | 216,040 | $15.21M | 0.0% | -13.6% | 0.242% | |
| 5/14/2025 | Bank of Hawaii | 26,716 | $1.88M | 0.1% | +0.8% | 0.030% | |
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