| 8/1/2025 | GWN Securities Inc. | 6,329 | $202K | 0.0% | -68.1% | 0.003% | |
| 8/1/2025 | SYM FINANCIAL Corp | 14,002 | $448K | 0.1% | +72.8% | 0.007% | |
| 8/1/2025 | Signature Wealth Management Group | 19,192 | $614K | 0.2% | +4.1% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,140,661 | $228.29M | 0.1% | +25.1% | 3.554% | |
| 7/31/2025 | Brighton Jones LLC | 8,790 | $281K | 0.0% | +5.5% | 0.004% | |
| 7/31/2025 | West Michigan Advisors LLC | 230,900 | $7.38M | 2.1% | +2.8% | 0.115% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 35,866 | $1.15M | 0.1% | +21.6% | 0.018% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 20,572 | $658K | 0.1% | -13.8% | 0.010% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 160,785 | $5.13M | 0.8% | +3.0% | 0.080% | |
| 7/30/2025 | KPP Advisory Services LLC | 103,836 | $3.32M | 0.5% | N/A | 0.052% | |
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| 7/30/2025 | Paragon Advisors LLC | 153,948 | $4.92M | 1.3% | +8.6% | 0.077% | |
| 7/30/2025 | Bleakley Financial Group LLC | 457,085 | $14.61M | 0.4% | +2.5% | 0.227% | |
| 7/30/2025 | Strategic Blueprint LLC | 500,131 | $15.99M | 0.8% | +100.9% | 0.249% | |
| 7/30/2025 | D.A. Davidson & CO. | 794,813 | $25.41M | 0.2% | +18.9% | 0.396% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 71,835 | $2.30M | 0.0% | +38.3% | 0.036% | |
| 7/30/2025 | Gimbal Financial | 8,980 | $287K | 0.2% | -20.0% | 0.004% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 123,809 | $3.96M | 2.3% | -1.5% | 0.062% | |
| 7/30/2025 | Financial Perspectives Inc | 56,498 | $1.81M | 0.5% | +10.0% | 0.028% | |
| 7/29/2025 | Stephens Inc. AR | 208,055 | $6.65M | 0.1% | -61.3% | 0.104% | |
| 7/29/2025 | Balboa Wealth Partners | 10,337 | $330K | 0.1% | N/A | 0.005% | |
| 7/29/2025 | Burford Brothers Inc. | 150,584 | $4.81M | 2.2% | -0.5% | 0.075% | |
| 7/29/2025 | International Assets Investment Management LLC | 14,509 | $464K | 0.0% | -9.5% | 0.007% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 223,648 | $7.15M | 0.2% | +4.0% | 0.111% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 168,991 | $5.40M | 0.4% | +9.3% | 0.084% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 290,351 | $9.28M | 0.1% | +9.2% | 0.145% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 14,272 | $456K | 0.0% | -15.6% | 0.007% | |
| 7/29/2025 | Private Trust Co. NA | 12,343 | $395K | 0.0% | -9.6% | 0.006% | |
| 7/29/2025 | Latitude Advisors LLC | 23,505 | $751K | 0.4% | +19.4% | 0.012% | |
| 7/28/2025 | Nvest Financial LLC | 8,386 | $268K | 0.1% | -25.5% | 0.004% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 85,540 | $2.74M | 1.9% | +14.6% | 0.043% | |
| 7/28/2025 | Mutual Advisors LLC | 180,782 | $5.91M | 0.1% | +4.6% | 0.090% | |
| 7/28/2025 | Harbour Investments Inc. | 191,051 | $6.11M | 0.2% | -13.3% | 0.095% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 1,271,734 | $40.66M | 6.7% | +6.5% | 0.633% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 173,768 | $5.56M | 0.1% | +10.7% | 0.086% | |
| 7/28/2025 | Frazier Financial Advisors LLC | 121,164 | $3.87M | 2.7% | +41.8% | 0.060% | |
| 7/28/2025 | RFG Advisory LLC | 32,299 | $1.03M | 0.0% | +264.7% | 0.016% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 100,663 | $3.22M | 0.1% | -30.1% | 0.050% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 68,714 | $2.22M | 0.1% | -58.8% | 0.034% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 86,246 | $2.76M | 0.0% | -52.3% | 0.043% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 43,621 | $1.40M | 0.4% | -2.9% | 0.022% | |
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| 7/25/2025 | Bill Few Associates Inc. | 90,618 | $2.90M | 0.8% | +27.7% | 0.045% | |
| 7/25/2025 | McNamara Financial Services Inc. | 11,738 | $375K | 0.1% | -44.8% | 0.006% | |
| 7/25/2025 | CWM LLC | 202,279 | $6.47M | 0.0% | +68.4% | 0.101% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 71,495 | $2.29M | 0.0% | +65.6% | 0.036% | |
| 7/25/2025 | Apollon Wealth Management LLC | 210,325 | $6.72M | 0.1% | +181.0% | 0.105% | |
| 7/24/2025 | FinDec Wealth Services Inc. | 10,126 | $324K | 0.3% | -63.8% | 0.005% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 71,803 | $2.32M | 1.1% | +21.4% | 0.036% | |
| 7/24/2025 | Ridgeline Wealth Planning LLC | 451,727 | $14.44M | 11.9% | +6.6% | 0.225% | |
| 7/24/2025 | NavPoint Financial Inc. | 237,806 | $7.60M | 4.6% | -8.6% | 0.118% | |
| 7/24/2025 | Moseley Investment Management Inc. | 72,356 | $2.31M | 0.8% | +7.4% | 0.036% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 100,069 | $3.20M | 0.3% | +50.2% | 0.050% | |
| 7/24/2025 | IFP Advisors Inc | 5,293 | $169K | 0.0% | +123.6% | 0.003% | |
| 7/24/2025 | Financial Security Advisor Inc. | 16,791 | $542K | 0.1% | +10.0% | 0.008% | |
| 7/24/2025 | MSH Capital Advisors LLC | 15,386 | $492K | 0.1% | -10.3% | 0.008% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 43,657 | $1.40M | 0.8% | N/A | 0.022% | |
| 7/23/2025 | Valmark Advisers Inc. | 552,929 | $17.68M | 0.2% | +8.9% | 0.276% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 13,130 | $420K | 0.0% | -26.9% | 0.007% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 74,664 | $2.39M | 1.0% | +10.2% | 0.037% | |
| 7/23/2025 | Seamount Financial Group Inc. | 31,146 | $996K | 0.5% | +42.8% | 0.016% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 8,177 | $261K | 0.0% | -7.9% | 0.004% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 168,127 | $5.38M | 0.3% | +3.7% | 0.084% | |
| 7/22/2025 | DAVENPORT & Co LLC | 113,017 | $3.61M | 0.0% | +6.1% | 0.056% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 38,648 | $1.24M | 0.1% | +12.3% | 0.019% | |
| 7/22/2025 | Merit Financial Group LLC | 124,033 | $3.97M | 0.0% | +12.1% | 0.062% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 52,198 | $1.67M | 0.4% | +16.3% | 0.026% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 57,355 | $1.83M | 0.8% | +183.5% | 0.029% | |
| 7/22/2025 | Berger Financial Group Inc | 7,654 | $245K | 0.0% | +4.8% | 0.004% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 25,156 | $804K | 0.3% | +6.9% | 0.013% | |
| 7/22/2025 | Gutierrez Wealth Advisory LLC | 207,434 | $6.63M | 4.4% | -0.4% | 0.103% | |
| 7/22/2025 | Silvia Mccoll Wealth Management LLC | 112,991 | $3.61M | 2.6% | -4.1% | 0.056% | |
| 7/21/2025 | Ameriflex Group Inc. | 7,142 | $228K | 0.1% | +13.3% | 0.004% | |
| 7/21/2025 | Financial Council LLC | 1,386,850 | $44.34M | 21.4% | +4.3% | 0.692% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 128,577 | $4.11M | 0.2% | -24.6% | 0.064% | |
| 7/21/2025 | Capital Planning LLC | 14,632 | $472K | 0.1% | -6.5% | 0.007% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 18,549 | $593K | 0.2% | -94.1% | 0.009% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 24,865 | $795K | 0.1% | +3.0% | 0.012% | |
| 7/18/2025 | Truist Financial Corp | 79,622 | $2.55M | 0.0% | +10.4% | 0.040% | |
| 7/17/2025 | Presper Financial Architects LLC | 150,026 | $4.80M | 3.6% | N/A | 0.075% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 295,093 | $9.43M | 9.0% | -4.8% | 0.148% | |
| 7/17/2025 | HB Wealth Management LLC | 11,593 | $371K | 0.0% | +15.4% | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,171,450 | $37.45M | 0.1% | +26.4% | 0.586% | |
| 7/17/2025 | Venture Visionary Partners LLC | 17,890 | $572K | 0.0% | +130.1% | 0.009% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 212,662 | $6.80M | 0.9% | -2.7% | 0.106% | |
| 7/17/2025 | KWB Wealth | 176,010 | $5.63M | 0.6% | +44.8% | 0.088% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 39,243 | $1.26M | 0.3% | +5.2% | 0.020% | |
| 7/17/2025 | LVW Advisors LLC | 946,565 | $30.26M | 3.3% | +23.1% | 0.474% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 19,898 | $636K | 0.4% | +16.3% | 0.010% | |
| 7/16/2025 | ORG Partners LLC | 9,125 | $289K | 0.1% | +1,739.7% | 0.005% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 903,279 | $28.88M | 1.2% | +0.3% | 0.452% | |
| 7/16/2025 | Novem Group | 196,325 | $6.28M | 0.8% | N/A | 0.098% | |
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| 7/16/2025 | Embree Financial Group | 14,620 | $467K | 0.1% | +13.1% | 0.007% | |
| 7/16/2025 | Perigon Wealth Management LLC | 6,682 | $214K | 0.0% | N/A | 0.003% | |
| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 114,540 | $3.66M | 0.7% | -0.4% | 0.057% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 230,223 | $7.36M | 0.2% | +6.2% | 0.115% | |
| 7/14/2025 | Sweeney & Michel LLC | 43,419 | $1.39M | 0.5% | +2.3% | 0.022% | |
| 7/14/2025 | A&I Financial Services LLC | 72,217 | $2.31M | 1.3% | +3.9% | 0.036% | |
| 7/11/2025 | Lincoln Capital LLC | 20,786 | $665K | 0.1% | +4.1% | 0.010% | |
| 7/11/2025 | Farther Finance Advisors LLC | 25,412 | $812K | 0.0% | N/A | 0.013% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 5,500 | $176K | 0.1% | +22.2% | 0.003% | |
| 7/11/2025 | Lantz Financial LLC | 9,404 | $301K | 0.1% | -11.7% | 0.005% | |
