| 8/19/2025 | Cape Investment Advisory Inc. | 11,509 | $923K | 0.3% | -1.7% | 0.033% | |
| 8/19/2025 | Advisory Services Network LLC | 5,520 | $451K | 0.0% | -18.2% | 0.016% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 8,289 | $665K | 0.0% | +27.0% | 0.024% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 9,797 | $786K | 0.2% | -14.9% | 0.028% | |
| 8/15/2025 | Corient Private Wealth LLC | 10,358 | $831K | 0.0% | -6.6% | 0.029% | |
| 8/15/2025 | Equitable Holdings Inc. | 204,815 | $16.43M | 0.1% | +5.0% | 0.583% | |
| 8/15/2025 | Visionary Wealth Advisors | 35,027 | $2.81M | 0.1% | +1.9% | 0.100% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 2,647 | $211K | 0.0% | +13.4% | 0.008% | |
| 8/15/2025 | MML Investors Services LLC | 87,601 | $7.03M | 0.0% | +40.5% | 0.249% | |
| 8/15/2025 | Modern Wealth Management LLC | 3,776 | $303K | 0.0% | N/A | 0.011% | |
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| 8/15/2025 | EP Wealth Advisors LLC | 1,784 | $143K | 0.0% | N/A | 0.005% | |
| 8/15/2025 | Bank of America Corp DE | 300,933 | $24.14M | 0.0% | -10.1% | 0.856% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,487,645 | $119.39M | 0.0% | -18.6% | 4.232% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 21,015 | $1.69M | 0.1% | +6.4% | 0.060% | |
| 8/14/2025 | Raymond James Financial Inc. | 972,592 | $78.03M | 0.0% | +3.1% | 2.767% | |
| 8/14/2025 | Diversify Wealth Management LLC | 40,603 | $3.28M | 0.2% | +5.3% | 0.116% | |
| 8/14/2025 | Diversify Advisory Services LLC | 16,655 | $1.35M | 0.1% | -4.0% | 0.047% | |
| 8/14/2025 | Faithward Advisors LLC | 7,318 | $587K | 0.1% | +16.2% | 0.021% | |
| 8/14/2025 | NewEdge Advisors LLC | 66,253 | $5.32M | 0.0% | +91.6% | 0.188% | |
| 8/14/2025 | Integrated Investment Consultants LLC | 122,662 | $9.60M | 1.8% | -1.0% | 0.349% | |
| 8/14/2025 | Tandem Financial LLC | 89,169 | $7.15M | 6.7% | +34.2% | 0.254% | |
| 8/14/2025 | Cerity Partners LLC | 6,088 | $488K | 0.0% | -5.2% | 0.017% | |
| 8/13/2025 | Rockport Wealth LLC | 405,015 | $32.49M | 7.5% | N/A | 1.152% | |
| 8/13/2025 | Victory Financial Group LLC | 387,221 | $31.07M | 4.9% | +5.9% | 1.102% | |
| 8/13/2025 | Baird Financial Group Inc. | 4,148 | $333K | 0.0% | -73.5% | 0.012% | |
| 8/13/2025 | CW Advisors LLC | 76,060 | $6.10M | 0.1% | N/A | 0.216% | |
| 8/13/2025 | IAG Wealth Partners LLC | 195,304 | $15.67M | 2.1% | +5.9% | 0.556% | |
| 8/13/2025 | Granite Investment Partners LLC | 2,209 | $177K | 0.0% | N/A | 0.006% | |
| 8/13/2025 | Everstar Asset Management LLC | 5,450 | $437K | 0.3% | -18.0% | 0.016% | |
| 8/13/2025 | Financial Freedom LLC | 9,795 | $786K | 0.4% | -19.1% | 0.028% | |
| 8/13/2025 | Denver Wealth Management Inc. | 42,350 | $3.40M | 1.4% | +24.5% | 0.120% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 781,778 | $62.72M | 0.0% | +7.6% | 2.224% | |
| 8/13/2025 | Mayfair Advisory Group LLC | 9,531 | $765K | 0.4% | -25.8% | 0.027% | |
| 8/13/2025 | Russell Investments Group Ltd. | 613 | $49K | 0.0% | +29.3% | 0.002% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 11,258 | $903K | 0.0% | N/A | 0.032% | |
| 8/12/2025 | Chaney Capital Management Inc. | 50,816 | $4.08M | 1.6% | +9.2% | 0.145% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 94,763 | $7.60M | 0.1% | +6.7% | 0.270% | |
| 8/12/2025 | CreativeOne Wealth LLC | 3,569 | $286K | 0.0% | N/A | 0.010% | |
| 8/12/2025 | Maripau Wealth Management LLC | 4,438 | $359K | 0.2% | +17.5% | 0.013% | |
| 8/12/2025 | Global Retirement Partners LLC | 38,840 | $3.12M | 0.1% | N/A | 0.110% | |
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| 8/12/2025 | Franklin Resources Inc. | 627 | $50K | 0.0% | -24.2% | 0.002% | |
| 8/12/2025 | JPMorgan Chase & Co. | 63,701 | $5.11M | 0.0% | +26.9% | 0.181% | |
| 8/11/2025 | United Advisor Group LLC | 18,115 | $1.45M | 0.3% | +4.2% | 0.052% | |
| 8/11/2025 | Capital Square LLC | 28,251 | $2.27M | 1.2% | -3.1% | 0.081% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 29,136 | $2.34M | 0.0% | -3.7% | 0.083% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 541,319 | $43.43M | 0.2% | -0.9% | 1.544% | |
| 8/8/2025 | Keyvantage Wealth LLC | 9,898 | $794K | 0.4% | -6.4% | 0.028% | |
| 8/8/2025 | Cetera Investment Advisers | 331,524 | $26.60M | 0.0% | +16.5% | 0.946% | |
| 8/8/2025 | Creative Planning | 37,845 | $3.04M | 0.0% | -7.4% | 0.108% | |
| 8/8/2025 | Truepoint Inc. | 9,515 | $763K | 0.0% | -55.0% | 0.027% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 4,774 | $383K | 0.0% | -7.4% | 0.014% | |
| 8/8/2025 | Prospect Financial Services LLC | 34,120 | $2.74M | 1.6% | +1.5% | 0.097% | |
| 8/8/2025 | Ignite Planners LLC | 28,849 | $2.36M | 0.3% | +3.3% | 0.082% | |
| 8/8/2025 | Avalon Trust Co | 3,500 | $281K | 0.0% | -30.0% | 0.010% | |
| 8/8/2025 | Kaizen Financial Strategies | 5,113 | $410K | 0.2% | -11.9% | 0.015% | |
| 8/7/2025 | Ibex Wealth Advisors | 11,856 | $951K | 0.1% | -42.0% | 0.034% | |
| 8/7/2025 | Addison Advisors LLC | 7,710 | $619K | 0.2% | +21.0% | 0.022% | |
| 8/7/2025 | Summit Asset Management LLC | 58,989 | $4.73M | 0.8% | -0.5% | 0.168% | |
| 8/6/2025 | Prospera Financial Services Inc | 6,254 | $502K | 0.0% | -32.6% | 0.018% | |
| 8/6/2025 | AE Wealth Management LLC | 18,166 | $1.46M | 0.0% | -7.8% | 0.052% | |
| 8/6/2025 | Ipsen Advisor Group LLC | 78,555 | $6.30M | 4.8% | +2.1% | 0.224% | |
| 8/6/2025 | Savant Capital LLC | 15,589 | $1.25M | 0.0% | -1.5% | 0.044% | |
| 8/6/2025 | Horizon Investment Services LLC | 19,582 | $1.57M | 0.7% | -7.7% | 0.056% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 2,827 | $227K | 0.2% | -8.1% | 0.008% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 613,744 | $49.24M | 0.1% | +0.2% | 1.751% | |
| 8/6/2025 | DDFG Inc | 37,684 | $3.02M | 0.8% | +6.9% | 0.108% | |
| 8/5/2025 | Hunter Associates Investment Management LLC | 23,769 | $1.91M | 0.3% | -4.1% | 0.068% | |
| 8/5/2025 | Bank of Montreal Can | 6,006 | $482K | 0.0% | -21.6% | 0.017% | |
| 8/5/2025 | Sigma Planning Corp | 131,523 | $10.55M | 0.3% | +2.1% | 0.375% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 3,221 | $258K | 0.0% | -7.1% | 0.009% | |
| 8/5/2025 | Beam Wealth Advisors Inc. | 31,410 | $2.52M | 0.8% | +23.0% | 0.090% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 19,450 | $1.56M | 1.1% | -10.3% | 0.055% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 146,812 | $11.78M | 0.8% | -49.8% | 0.419% | |
| 8/4/2025 | IFG Advisory LLC | 4,985 | $400K | 0.0% | +3.3% | 0.014% | |
| 8/4/2025 | Atria Investments Inc | 8,347 | $670K | 0.0% | +13.7% | 0.024% | |
| 8/4/2025 | Assetmark Inc. | 6,823 | $547K | 0.0% | +41.0% | 0.019% | |
| 8/4/2025 | Quaker Wealth Management LLC | 336 | $27K | 0.0% | -200.3% | 0.001% | |
| 8/1/2025 | GGM Financials LLC | 53,862 | $4.32M | 0.9% | N/A | 0.154% | |
| 8/1/2025 | GWN Securities Inc. | 4,680 | $376K | 0.1% | +20.7% | 0.013% | |
| 8/1/2025 | Brookwood Investment Group LLC | 2,638 | $212K | 0.0% | N/A | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 187,680 | $15.06M | 0.0% | +16.6% | 0.535% | |
| 7/31/2025 | Cosner Financial Group LLC | 273,347 | $21.96M | 12.2% | -0.9% | 0.780% | |
| 7/31/2025 | Carnegie Investment Counsel | 15,083 | $1.21M | 0.0% | -0.8% | 0.043% | |
| 7/30/2025 | KPP Advisory Services LLC | 14,877 | $1.19M | 0.2% | +85.2% | 0.042% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 2,954 | $244K | 0.1% | -21.1% | 0.008% | |
| 7/30/2025 | Castle Wealth Management LLC | 61,708 | $4.95M | 1.8% | +1.5% | 0.176% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 83,628 | $6.71M | 4.8% | -18.3% | 0.239% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 4,844 | $389K | 0.1% | +774.4% | 0.014% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 39,091 | $3.14M | 0.3% | -1.8% | 0.112% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 5,689 | $456K | 0.2% | +2.7% | 0.016% | |
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| 7/30/2025 | Black Diamond Financial LLC | 32,840 | $2.64M | 0.4% | -9.2% | 0.094% | |
| 7/30/2025 | D.A. Davidson & CO. | 2,562 | $206K | 0.0% | N/A | 0.007% | |
| 7/30/2025 | Pacific Sun Financial Corp | 12,198 | $979K | 0.5% | -3.6% | 0.035% | |
| 7/30/2025 | Nottingham Advisors Inc. | 18,682 | $1.50M | 0.2% | -9.2% | 0.053% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 4,913 | $394K | 0.2% | -96.0% | 0.014% | |
| 7/29/2025 | Madison Wealth Partners Inc | 9,317 | $748K | 0.2% | +8.2% | 0.027% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 21,251 | $1.71M | 0.6% | -1.2% | 0.061% | |
| 7/29/2025 | Rodgers & Associates LTD | 226,108 | $18.14M | 2.0% | +1.2% | 0.645% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 3,285 | $264K | 0.0% | N/A | 0.009% | |
| 7/29/2025 | Aire Advisors LLC | 31,642 | $2.54M | 0.5% | +13.1% | 0.090% | |
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