| 8/1/2025 | Unconventional Investor LLC | 4,825 | $1.30M | 0.7% | -5.4% | 0.018% | |
| 8/1/2025 | Capital Investment Counsel LLC | 4,497 | $1.21M | 0.2% | -3.6% | 0.016% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 1,071 | $288K | 0.0% | -20.4% | 0.004% | |
| 8/1/2025 | Bessemer Group Inc. | 1,254 | $338K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | First Command Advisory Services Inc. | 99 | $27K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 4,284 | $1.15M | 0.0% | +2.6% | 0.016% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 161,472 | $43.49M | 0.0% | -1.4% | 0.587% | |
| 7/31/2025 | Wealthfront Advisers LLC | 11,314 | $3.05M | 0.0% | -7.1% | 0.041% | |
| 7/31/2025 | Whipplewood Advisors LLC | 150 | $40K | 0.0% | -99.5% | 0.001% | |
| 7/31/2025 | Leelyn Smith LLC | 1,741 | $469K | 0.1% | -9.3% | 0.006% | |
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| 7/31/2025 | Moment Partners LLC | 880 | $237K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | TFB Advisors LLC | 845 | $228K | 0.1% | N/A | 0.003% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 1,667 | $449K | 0.0% | -18.7% | 0.006% | |
| 7/30/2025 | Brookstone Capital Management | 4,002 | $1.08M | 0.0% | -11.3% | 0.015% | |
| 7/30/2025 | D.A. Davidson & CO. | 12,126 | $3.27M | 0.0% | +2.1% | 0.044% | |
| 7/30/2025 | Pacific Sun Financial Corp | 29,270 | $7.88M | 4.1% | -0.3% | 0.106% | |
| 7/29/2025 | Lyell Wealth Management LP | 5,747 | $1.55M | 0.1% | +0.7% | 0.021% | |
| 7/29/2025 | Stephens Inc. AR | 19,145 | $5.16M | 0.1% | -1.2% | 0.070% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 1,196 | $322K | 0.2% | -4.2% | 0.004% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 4,861 | $1.31M | 0.0% | -3.6% | 0.018% | |
| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 7,487 | $2.02M | 0.5% | -0.7% | 0.027% | |
| 7/29/2025 | Ballast Inc. | 805 | $217K | 0.1% | N/A | 0.003% | |
| 7/29/2025 | International Assets Investment Management LLC | 2,794 | $753K | 0.0% | -30.2% | 0.010% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 6,712 | $1.81M | 0.0% | -4.5% | 0.024% | |
| 7/29/2025 | Dale Q Rice Investment Management Ltd | 786 | $209K | 0.2% | -50.3% | 0.003% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,713 | $2.08M | 0.0% | +4.4% | 0.028% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 2,415 | $650K | 0.0% | +23.0% | 0.009% | |
| 7/29/2025 | Private Trust Co. NA | 655 | $176K | 0.0% | +197.7% | 0.002% | |
| 7/28/2025 | Patten & Patten Inc. TN | 797 | $215K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Mission Hills Financial Advisory LLC | 2,432 | $655K | 0.4% | -2.1% | 0.009% | |
| 7/28/2025 | Smart Portfolios LLC | 3,020 | $813K | 0.8% | -4.9% | 0.011% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 611 | $165K | 0.0% | -11.4% | 0.002% | |
| 7/28/2025 | Mutual Advisors LLC | 2,140 | $583K | 0.0% | +30.2% | 0.008% | |
| 7/28/2025 | Harbour Investments Inc. | 12,189 | $3.28M | 0.1% | +9.7% | 0.044% | |
| 7/28/2025 | RFG Advisory LLC | 11,807 | $3.18M | 0.1% | -8.8% | 0.043% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,529 | $2.30M | 0.1% | -15.8% | 0.031% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,649 | $444K | 0.0% | -65.5% | 0.006% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 65,871 | $17.74M | 0.1% | -2.2% | 0.240% | |
| 7/25/2025 | MGO One Seven LLC | 5,449 | $1.47M | 0.0% | +7.6% | 0.020% | |
| 7/25/2025 | Genesee Capital Advisors LLC | 1,175 | $316K | 0.1% | -14.2% | 0.004% | |
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| 7/25/2025 | CWM LLC | 18,086 | $4.87M | 0.0% | -26.0% | 0.066% | |
| 7/25/2025 | Means Investment CO. Inc. | 2,398 | $646K | 0.1% | -1.9% | 0.009% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,786 | $2.10M | 0.0% | -0.7% | 0.028% | |
| 7/25/2025 | Apollon Wealth Management LLC | 4,481 | $1.21M | 0.0% | -7.3% | 0.016% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 750 | $202K | 0.0% | -25.6% | 0.003% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 388 | $104K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 6,842 | $1.84M | 0.1% | -6.1% | 0.025% | |
| 7/24/2025 | Antonelli Financial Advisors LLC | 39,016 | $10.51M | 7.6% | +9.8% | 0.142% | |
| 7/24/2025 | WMG Financial Advisors LLC | 6,100 | $1.64M | 0.6% | -5.0% | 0.022% | |
| 7/24/2025 | IFP Advisors Inc | 9,812 | $2.64M | 0.1% | -3.5% | 0.036% | |
| 7/24/2025 | GFG Capital LLC | 102 | $27K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | US Bancorp DE | 2,618 | $705K | 0.0% | +136.3% | 0.010% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 2,049 | $552K | 0.4% | -2.8% | 0.008% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 8,495 | $2.29M | 0.2% | +1.4% | 0.031% | |
| 7/23/2025 | Ignite Planners LLC | 1,580 | $424K | 0.1% | -4.8% | 0.006% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 1,523 | $410K | 0.0% | N/A | 0.006% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 8,953 | $2.41M | 0.7% | +68.0% | 0.033% | |
| 7/23/2025 | RMG Wealth Management LLC | 493 | $132K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Meitav Investment House Ltd. | 8,949 | $2.41M | 0.0% | +64.4% | 0.033% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 100 | $27K | 0.0% | N/A | 0.000% | |
| 7/22/2025 | DAVENPORT & Co LLC | 5,434 | $1.46M | 0.0% | -4.5% | 0.020% | |
| 7/22/2025 | Global Assets Advisory LLC | 4,403 | $1.19M | 0.5% | -64.7% | 0.016% | |
| 7/22/2025 | Realta Investment Advisors | 3,154 | $849K | 0.3% | +6.4% | 0.012% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 811 | $219K | 0.1% | N/A | 0.003% | |
| 7/22/2025 | Bank Hapoalim BM | 38,641 | $10.41M | 1.4% | -0.3% | 0.142% | |
| 7/21/2025 | NTV Asset Management LLC | 26,553 | $7.15M | 0.9% | -0.4% | 0.098% | |
| 7/21/2025 | QRG Capital Management Inc. | 837 | $225K | 0.0% | -15.1% | 0.003% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,884 | $1.32M | 0.1% | -42.8% | 0.018% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,593 | $429K | 0.0% | -6.8% | 0.006% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 5,171 | $1.39M | 0.5% | -1.1% | 0.019% | |
| 7/21/2025 | Crews Bank & Trust | 356 | $96K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | FSA Wealth Partners Inc. | 3,066 | $826K | 0.4% | -15.5% | 0.011% | |
| 7/18/2025 | Marks Wealth LLC | 126,539 | $34.08M | 11.1% | N/A | 0.465% | |
| 7/18/2025 | EWA LLC | 784 | $211K | 0.1% | N/A | 0.003% | |
| 7/18/2025 | QTR Family Wealth LLC | 3,222 | $868K | 0.5% | -1.3% | 0.012% | |
| 7/18/2025 | Trust Co. of Vermont | 100 | $27K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Childress Capital Advisors LLC | 887 | $239K | 0.1% | N/A | 0.003% | |
| 7/18/2025 | PFG Investments LLC | 946 | $255K | 0.0% | -9.2% | 0.003% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 3,381 | $911K | 0.1% | -4.4% | 0.012% | |
| 7/18/2025 | Truist Financial Corp | 149,184 | $40.18M | 0.1% | -0.3% | 0.548% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 10,010 | $2.60M | 0.1% | -18.4% | 0.037% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 795 | $214K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | HB Wealth Management LLC | 3,267 | $880K | 0.0% | -10.9% | 0.012% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 95,023 | $25.59M | 0.1% | -1.5% | 0.345% | |
| 7/17/2025 | Smith Anglin Financial LLC | 4,201 | $1.13M | 0.1% | -7.9% | 0.015% | |
| 7/17/2025 | Fifth Third Securities Inc. | 2,122 | $572K | 0.0% | -10.1% | 0.008% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,286 | $346K | 0.0% | -16.3% | 0.005% | |
| 7/17/2025 | Global Trust Asset Management LLC | 2,800 | $754K | 0.4% | N/A | 0.010% | |
| 7/17/2025 | Smith Salley Wealth Management | 1,000 | $269K | 0.0% | N/A | 0.004% | |
| 7/17/2025 | Wagner Wealth Management LLC | 7,894 | $2.13M | 0.5% | -6.5% | 0.029% | |
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| 7/17/2025 | Keystone Global Partners LLC | 97 | $26K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Clear Point Advisors Inc. | 808 | $218K | 0.2% | N/A | 0.003% | |
| 7/16/2025 | Novem Group | 1,205 | $325K | 0.0% | -17.7% | 0.004% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 47,353 | $12.75M | 0.9% | -0.3% | 0.172% | |
| 7/16/2025 | Cambridge Advisors Inc. | 1,399 | $377K | 0.1% | -6.5% | 0.005% | |
| 7/16/2025 | Dakota Wealth Management | 1,350 | $364K | 0.0% | -15.6% | 0.005% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 797 | $215K | 0.1% | N/A | 0.003% | |
| 7/15/2025 | Traction Financial Partners LLC | 996 | $268K | 0.2% | N/A | 0.004% | |
| 7/15/2025 | Financial Management Professionals Inc. | 7,120 | $1.92M | 0.2% | -2.5% | 0.026% | |
| 7/15/2025 | Fifth Third Bancorp | 542 | $146K | 0.0% | +261.3% | 0.002% | |
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