| 8/1/2025 | Purkiss Capital Advisors LLC | 30,538 | $1.91M | 1.1% | +21.1% | 0.059% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 5,350 | $335K | 0.1% | +42.7% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,566,323 | $160.52M | 0.0% | +14.5% | 4.947% | |
| 7/31/2025 | Whipplewood Advisors LLC | 4,040 | $253K | 0.1% | -93.6% | 0.008% | |
| 7/31/2025 | Interchange Capital Partners LLC | 16,905 | $1.06M | 0.2% | +35.1% | 0.033% | |
| 7/31/2025 | MN Wealth Advisors LLC | 21,109 | $1.32M | 0.8% | -0.9% | 0.041% | |
| 7/31/2025 | CAP Partners LLC | 8,116 | $508K | 0.3% | +13.7% | 0.016% | |
| 7/31/2025 | Avion Wealth | 819 | $51K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Strategic Blueprint LLC | 23,097 | $1.45M | 0.1% | +105.5% | 0.045% | |
| 7/30/2025 | Freedom Investment Management Inc. | 3,897 | $244K | 0.0% | N/A | 0.008% | |
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| 7/30/2025 | Family Capital Management Inc. | 14,324 | $896K | 0.5% | N/A | 0.028% | |
| 7/30/2025 | Brookstone Capital Management | 123,919 | $7.76M | 0.1% | -2.5% | 0.239% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 11,058 | $692K | 0.7% | -84.7% | 0.021% | |
| 7/30/2025 | Crewe Advisors LLC | 132,739 | $8.31M | 1.2% | N/A | 0.256% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 6,140 | $384K | 0.0% | +30.4% | 0.012% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 116,202 | $7.27M | 0.6% | N/A | 0.224% | |
| 7/29/2025 | Stephens Inc. AR | 27,795 | $1.74M | 0.0% | +216.0% | 0.054% | |
| 7/29/2025 | Alaska Wealth Advisors | 5,457 | $341K | 0.0% | N/A | 0.011% | |
| 7/29/2025 | Madison Wealth Partners Inc | 8,836 | $553K | 0.1% | +60.0% | 0.017% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 2,163,590 | $135.40M | 2.9% | +14.2% | 4.171% | |
| 7/29/2025 | Planned Solutions Inc. | 105,657 | $6.61M | 2.5% | +6.4% | 0.204% | |
| 7/29/2025 | DeDora Capital Inc. | 48,376 | $3.03M | 0.8% | +108.9% | 0.093% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 15,513 | $971K | 0.0% | +34.7% | 0.030% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 11,160 | $698K | 0.1% | N/A | 0.022% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 33,022 | $2.07M | 0.0% | +2.0% | 0.064% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 22,808 | $1.43M | 0.1% | -24.2% | 0.044% | |
| 7/29/2025 | Private Trust Co. NA | 7,684 | $481K | 0.0% | +13.0% | 0.015% | |
| 7/29/2025 | Mattson Financial Services LLC | 42,244 | $2.64M | 0.7% | -1.2% | 0.081% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,472 | $92K | 0.1% | N/A | 0.003% | |
| 7/29/2025 | Sincerus Advisory LLC | 27,669 | $1.75M | 1.6% | -17.1% | 0.053% | |
| 7/29/2025 | Aire Advisors LLC | 136,356 | $8.53M | 1.7% | +7.9% | 0.263% | |
| 7/28/2025 | WealthPLAN Partners LLC | 113,065 | $7.08M | 1.1% | -33.7% | 0.218% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 208,109 | $13.02M | 0.9% | +41.5% | 0.401% | |
| 7/28/2025 | Patten & Patten Inc. TN | 257,719 | $16.13M | 1.0% | -6.9% | 0.497% | |
| 7/28/2025 | Interchange Capital Partners LLC | 2,248 | $141K | 0.1% | -82.0% | 0.004% | |
| 7/28/2025 | Mutual Advisors LLC | 4,047 | $257K | 0.0% | -80.9% | 0.008% | |
| 7/28/2025 | Harbour Investments Inc. | 39,910 | $2.50M | 0.1% | +6,068.5% | 0.077% | |
| 7/28/2025 | CGC Financial Services LLC | 1,071,012 | $67.02M | 22.6% | +1.5% | 2.065% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 4,346 | $272K | 0.0% | -16.2% | 0.008% | |
| 7/28/2025 | RFG Advisory LLC | 39,075 | $2.45M | 0.1% | N/A | 0.075% | |
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| 7/28/2025 | Axxcess Wealth Management LLC | 29,160 | $1.83M | 0.0% | -28.6% | 0.056% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 28,723 | $1.80M | 0.0% | -65.6% | 0.055% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 113,119 | $7.08M | 0.0% | +17.3% | 0.218% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 13,594 | $851K | 0.2% | -5.8% | 0.026% | |
| 7/25/2025 | Stephens Consulting LLC | 1,057 | $66K | 0.0% | -75.9% | 0.002% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 26,017 | $1.63M | 0.9% | +297.4% | 0.050% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 30,302 | $1.90M | 0.0% | -16.4% | 0.058% | |
| 7/25/2025 | Investment Advisory Group LLC | 5,730 | $359K | 0.1% | N/A | 0.011% | |
| 7/25/2025 | Apollon Wealth Management LLC | 58,795 | $3.68M | 0.1% | -2.9% | 0.113% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 42,531 | $2.66M | 0.2% | +3.2% | 0.082% | |
| 7/24/2025 | Ulland Investment Advisors LLC | 2,070 | $130K | 0.1% | -38.6% | 0.004% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 41,238 | $2.58M | 1.8% | N/A | 0.079% | |
| 7/24/2025 | IFP Advisors Inc | 23,451 | $1.47M | 0.0% | +261.0% | 0.045% | |
| 7/24/2025 | Leo Wealth LLC | 267,931 | $16.77M | 1.3% | N/A | 0.516% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 66,231 | $4.15M | 0.4% | +1.4% | 0.128% | |
| 7/23/2025 | Ignite Planners LLC | 6,411 | $406K | 0.1% | -16.3% | 0.012% | |
| 7/23/2025 | Valmark Advisers Inc. | 8,763 | $548K | 0.0% | +100.8% | 0.017% | |
| 7/23/2025 | WESPAC Advisors LLC | 5,745 | $360K | 0.3% | +3.6% | 0.011% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 29,759 | $1.86M | 1.1% | -41.6% | 0.057% | |
| 7/23/2025 | Penney Financial LLC | 57,198 | $3.58M | 1.8% | -5.6% | 0.110% | |
| 7/23/2025 | HTG Investment Advisors Inc. | 242,683 | $15.19M | 5.6% | +9.5% | 0.468% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 13,442 | $841K | 0.0% | N/A | 0.026% | |
| 7/22/2025 | DAVENPORT & Co LLC | 28,629 | $1.79M | 0.0% | +18.8% | 0.055% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 5,839 | $365K | 0.0% | N/A | 0.011% | |
| 7/22/2025 | JSF Financial LLC | 10,134 | $634K | 0.2% | +21.9% | 0.020% | |
| 7/22/2025 | Simplicity Wealth LLC | 10,848 | $679K | 0.0% | N/A | 0.021% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 143,068 | $8.95M | 3.3% | +25.1% | 0.276% | |
| 7/22/2025 | Apexium Financial LP | 78,491 | $4.91M | 0.3% | +120.1% | 0.151% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 33,200 | $2.08M | 0.1% | -51.2% | 0.064% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 203,442 | $12.73M | 4.5% | N/A | 0.392% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 31,663 | $1.98M | 0.2% | +27.0% | 0.061% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 171,625 | $10.74M | 1.4% | +0.7% | 0.331% | |
| 7/18/2025 | Consolidated Planning Corp | 305,906 | $19.14M | 2.4% | -35.1% | 0.590% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 6,118 | $383K | 0.1% | +3.5% | 0.012% | |
| 7/18/2025 | Cooper Financial Group | 101,052 | $6.32M | 0.7% | -8.3% | 0.195% | |
| 7/18/2025 | Truist Financial Corp | 17,603 | $1.10M | 0.0% | +210.4% | 0.034% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 10,048 | $629K | 0.2% | -4.1% | 0.019% | |
| 7/17/2025 | Park Place Capital Corp | 76,084 | $4.76M | 1.1% | +73.8% | 0.145% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 58,828 | $3.68M | 0.0% | -32.8% | 0.112% | |
| 7/17/2025 | Oakworth Capital Inc. | 5,006 | $313K | 0.0% | -21.0% | 0.010% | |
| 7/17/2025 | Archford Capital Strategies LLC | 60,286 | $3.77M | 0.5% | +20.4% | 0.115% | |
| 7/17/2025 | Avior Wealth Management LLC | 169,089 | $10.58M | 0.4% | N/A | 0.323% | |
| 7/16/2025 | Signaturefd LLC | 300,354 | $18.80M | 0.3% | -16.7% | 0.574% | |
| 7/16/2025 | ORG Partners LLC | 473 | $30K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Perigon Wealth Management LLC | 67,367 | $4.22M | 0.1% | +2.1% | 0.129% | |
| 7/16/2025 | Kennedy Investment Group | 48,220 | $3.02M | 1.3% | -9.0% | 0.092% | |
| 7/15/2025 | Retirement Guys Formula LLC | 48,087 | $3.01M | 1.1% | -4.8% | 0.092% | |
| 7/15/2025 | Avaii Wealth Management LLC | 139,224 | $8.71M | 3.9% | -16.0% | 0.266% | |
| 7/15/2025 | Palumbo Wealth Management LLC | 83,999 | $5.26M | 1.6% | +9.8% | 0.161% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 189,205 | $11.84M | 3.3% | +4.6% | 0.362% | |
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| 7/15/2025 | Carr Financial Group Corp | 257,354 | $16.11M | 4.8% | -31.3% | 0.492% | |
| 7/15/2025 | IMS Capital Management | 4,668 | $292K | 0.1% | N/A | 0.009% | |
| 7/15/2025 | Financial Management Professionals Inc. | 63,306 | $3.96M | 0.4% | -2.2% | 0.121% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 99,614 | $6.23M | 4.0% | -3.8% | 0.190% | |
| 7/15/2025 | Legacy Financial Group LLC | 976,253 | $61.09M | 8.5% | +6.6% | 1.867% | |
| 7/15/2025 | Axis Wealth Partners LLC | 7,481 | $468K | 0.3% | +19.8% | 0.014% | |
| 7/14/2025 | AdvisorNet Financial Inc | 6,932 | $434K | 0.0% | +46.8% | 0.013% | |
| 7/14/2025 | Mechanics Bank Trust Department | 14,000 | $876K | 0.1% | +5.6% | 0.027% | |
| 7/14/2025 | Lewis Asset Management LLC | 4,518 | $283K | 0.1% | N/A | 0.009% | |
| 7/11/2025 | Skyline Advisors Inc. | 165,017 | $10.33M | 3.8% | -11.8% | 0.315% | |
