| 8/8/2025 | Rockefeller Capital Management L.P. | 11,635 | $2.87M | 0.0% | -7.3% | 0.020% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 20,974 | $5.17M | 0.1% | -0.3% | 0.037% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 226,275 | $55.78M | 0.3% | -2.0% | 0.398% | |
| 8/8/2025 | ProVise Management Group LLC | 130,751 | $32.23M | 2.5% | -0.4% | 0.230% | |
| 8/8/2025 | Sculati Wealth Management LLC | 41,292 | $10.18M | 3.8% | +1,458.8% | 0.073% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 58,760 | $14.49M | 1.0% | +8.3% | 0.103% | |
| 8/8/2025 | Cetera Investment Advisers | 181,144 | $44.65M | 0.1% | +7.7% | 0.319% | |
| 8/8/2025 | Creative Planning | 11,533 | $2.84M | 0.0% | -15.4% | 0.020% | |
| 8/8/2025 | Compass Financial Services Inc | 3,432 | $846K | 0.4% | +37.3% | 0.006% | |
| 8/8/2025 | Meridian Wealth Management LLC | 7,644 | $1.88M | 0.1% | -0.7% | 0.013% | |
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| 8/8/2025 | Foundations Investment Advisors LLC | 12,549 | $3.09M | 0.0% | +8.1% | 0.022% | |
| 8/8/2025 | Prospect Financial Services LLC | 4,071 | $1.00M | 0.6% | +11.7% | 0.007% | |
| 8/8/2025 | L & S Advisors Inc | 904 | $223K | 0.0% | N/A | 0.002% | |
| 8/8/2025 | Oak Harvest Investment Services | 26,116 | $6.44M | 0.8% | +5.9% | 0.046% | |
| 8/8/2025 | Symphony Financial Services Inc. | 20,461 | $5.04M | 3.0% | +1.5% | 0.036% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 13,493 | $3.33M | 0.0% | -3.5% | 0.024% | |
| 8/8/2025 | Wealth Alliance LLC | 954 | $235K | 0.0% | N/A | 0.002% | |
| 8/7/2025 | CENTRAL TRUST Co | 100 | $25K | 0.0% | N/A | 0.000% | |
| 8/7/2025 | Samalin Investment Counsel LLC | 18,448 | $4.55M | 1.7% | +18.9% | 0.032% | |
| 8/7/2025 | Vise Technologies Inc. | 983 | $242K | 0.0% | N/A | 0.002% | |
| 8/7/2025 | Allworth Financial LP | 4,701 | $1.16M | 0.0% | +4.0% | 0.008% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 19,109 | $4.91M | 0.4% | -9.8% | 0.034% | |
| 8/7/2025 | Midwest Trust Co | 7,600 | $1.87M | 0.0% | N/A | 0.013% | |
| 8/6/2025 | Prospera Financial Services Inc | 2,615 | $645K | 0.0% | +73.8% | 0.005% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 5,549 | $1.37M | 0.8% | -0.9% | 0.010% | |
| 8/6/2025 | AE Wealth Management LLC | 627,860 | $154.77M | 1.1% | +4.7% | 1.104% | |
| 8/6/2025 | Sterling Capital Management LLC | 142,663 | $35.17M | 0.5% | +9.4% | 0.251% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 234,572 | $57.82M | 3.2% | +8.0% | 0.413% | |
| 8/6/2025 | Tradewinds LLC. | 2,710 | $668K | 0.5% | N/A | 0.005% | |
| 8/6/2025 | Golden State Wealth Management LLC | 9,635 | $2.38M | 0.3% | N/A | 0.017% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 937,852 | $231.19M | 0.3% | -4.9% | 1.650% | |
| 8/6/2025 | SouthState Corp | 499 | $123K | 0.0% | -37.7% | 0.001% | |
| 8/6/2025 | Able Wealth Management LLC | 4,964 | $1.22M | 0.6% | -47.2% | 0.009% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 474,099 | $116.87M | 2.7% | -4.7% | 0.834% | |
| 8/6/2025 | New Millennium Group LLC | 166 | $41K | 0.0% | -26.5% | 0.000% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 61,717 | $15.21M | 6.4% | -3.2% | 0.109% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 691 | $170K | 0.0% | +10.4% | 0.001% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 49,490 | $12.20M | 0.9% | +1.3% | 0.087% | |
| 8/5/2025 | BCGM Wealth Management LLC | 5,320 | $1.31M | 0.4% | -5.6% | 0.009% | |
| 8/5/2025 | K.J. Harrison & Partners Inc | 1,138 | $281K | 0.0% | N/A | 0.002% | |
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| 8/5/2025 | Bank of Montreal Can | 1,920 | $473K | 0.0% | -6.0% | 0.003% | |
| 8/5/2025 | Benchmark Financial Wealth Advisors LLC | 42,179 | $10.40M | 3.4% | -8.4% | 0.074% | |
| 8/5/2025 | TIAA Trust National Association | 6,102,300 | $1.50B | 3.9% | +1.2% | 10.734% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 2,383 | $587K | 0.1% | -66.3% | 0.004% | |
| 8/4/2025 | Center for Financial Planning Inc. | 567 | $140K | 0.0% | -9.4% | 0.001% | |
| 8/4/2025 | IFG Advisory LLC | 1,376 | $339K | 0.0% | +11.1% | 0.002% | |
| 8/4/2025 | FWG Investments LLC. | 16,576 | $4.09M | 3.1% | -0.9% | 0.029% | |
| 8/4/2025 | Savvy Advisors Inc. | 7,556 | $1.86M | 0.1% | -1.2% | 0.013% | |
| 8/4/2025 | Assetmark Inc. | 417 | $103K | 0.0% | +2,094.7% | 0.001% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 2,202 | $543K | 0.0% | -1.9% | 0.004% | |
| 8/4/2025 | Spire Wealth Management | 7,600 | $1.87M | 0.1% | -7.1% | 0.013% | |
| 8/4/2025 | Hantz Financial Services Inc. | 133,025 | $32.79M | 0.5% | -1.0% | 0.234% | |
| 8/4/2025 | Arkadios Wealth Advisors | 5,333 | $1.32M | 0.0% | -8.5% | 0.009% | |
| 8/4/2025 | World Investment Advisors | 33,373 | $8.23M | 0.2% | +3,401.9% | 0.059% | |
| 8/4/2025 | 626 Financial LLC | 37,250 | $9.18M | 4.3% | +2.7% | 0.066% | |
| 8/1/2025 | FSA Advisors Inc. | 2,967 | $731K | 0.6% | +48.1% | 0.005% | |
| 8/1/2025 | James Investment Research Inc. | 1,344 | $331K | 0.0% | -27.5% | 0.002% | |
| 8/1/2025 | First National Trust Co | 880 | $217K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | GWN Securities Inc. | 1,421 | $352K | 0.1% | -90.1% | 0.002% | |
| 8/1/2025 | Advisory Alpha LLC | 3,644 | $899K | 0.0% | -5.5% | 0.006% | |
| 8/1/2025 | Rossby Financial LCC | 13,910 | $3.43M | 1.3% | -3.3% | 0.024% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 15,851 | $3.91M | 0.1% | N/A | 0.028% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 400,610 | $98.75M | 0.0% | -2.7% | 0.705% | |
| 7/31/2025 | Cosner Financial Group LLC | 61,578 | $15.18M | 8.5% | +10.3% | 0.108% | |
| 7/31/2025 | Leavell Investment Management Inc. | 8,529 | $2.10M | 0.1% | -3.0% | 0.015% | |
| 7/31/2025 | Carnegie Investment Counsel | 1,799 | $443K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 4,817,814 | $1.19B | 18.2% | -1.8% | 8.475% | |
| 7/30/2025 | LifeWealth Investments LLC | 94,024 | $23.18M | 7.5% | +28.0% | 0.165% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 924 | $228K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 2,839 | $700K | 0.1% | N/A | 0.005% | |
| 7/30/2025 | Family Capital Management Inc. | 63,144 | $15.57M | 8.2% | +3.2% | 0.111% | |
| 7/30/2025 | Brookstone Capital Management | 94,439 | $23.28M | 0.3% | +15.3% | 0.166% | |
| 7/30/2025 | D.A. Davidson & CO. | 1,494 | $368K | 0.0% | +38.3% | 0.003% | |
| 7/30/2025 | Pacific Sun Financial Corp | 942 | $232K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 5,599 | $1.38M | 1.0% | +28.9% | 0.010% | |
| 7/30/2025 | Drive Wealth Management LLC | 826 | $204K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | WBH Advisory Inc. | 5,712 | $1.41M | 0.1% | +5.6% | 0.010% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 18,575 | $4.58M | 1.8% | +14.3% | 0.033% | |
| 7/29/2025 | Stephens Inc. AR | 14,110 | $3.48M | 0.0% | +138.5% | 0.025% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 7,761 | $1.91M | 0.7% | -5.3% | 0.014% | |
| 7/29/2025 | Mezzasalma Advisors LLC | 19,906 | $4.91M | 1.5% | +1.3% | 0.035% | |
| 7/29/2025 | Goldstein Advisors LLC | 1,193 | $294K | 0.0% | -15.7% | 0.002% | |
| 7/29/2025 | Systelligence LLC | 24,887 | $6.14M | 1.1% | N/A | 0.044% | |
| 7/29/2025 | Manchester Financial Inc. | 934 | $230K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 46,984 | $11.58M | 0.2% | +8.1% | 0.083% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 9,866 | $2.43M | 0.1% | +20.4% | 0.017% | |
| 7/29/2025 | Private Trust Co. NA | 6,238 | $1.54M | 0.1% | +19.0% | 0.011% | |
| 7/29/2025 | Stratos Investment Management LLC | 26,025 | $6.42M | 0.3% | N/A | 0.046% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,053 | $259K | 0.2% | N/A | 0.002% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 59,889 | $14.76M | 2.4% | -11.2% | 0.105% | |
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| 7/28/2025 | WJ Wealth Management LLC | 29,823 | $7.35M | 2.3% | -4.2% | 0.052% | |
| 7/28/2025 | Mutual Advisors LLC | 8,700 | $2.22M | 0.1% | +1.5% | 0.015% | |
| 7/28/2025 | Harbour Investments Inc. | 21,378 | $5.27M | 0.1% | -0.4% | 0.038% | |
| 7/28/2025 | CGC Financial Services LLC | 31,781 | $7.83M | 2.6% | N/A | 0.056% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 378,684 | $93.35M | 1.7% | -7.0% | 0.666% | |
| 7/28/2025 | Perfromance Wealth Partners LLC | 51,639 | $12.73M | 0.4% | N/A | 0.091% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 21,338 | $5.26M | 0.1% | -33.5% | 0.038% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,361 | $1.82M | 0.0% | -69.2% | 0.013% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,027,841 | $1.24B | 4.6% | -1.9% | 8.844% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 5,454 | $1.34M | 0.0% | +12.9% | 0.010% | |
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