| 8/1/2025 | GGM Financials LLC | 84,736 | $5.55M | 1.1% | -0.3% | 0.149% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,203,193 | $78.81M | 0.0% | +1.1% | 2.113% | |
| 7/31/2025 | MN Wealth Advisors LLC | 119,706 | $7.84M | 4.6% | -3.2% | 0.210% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 425,087 | $28.15M | 4.6% | +15.3% | 0.746% | |
| 7/31/2025 | Gill Capital Partners LLC | 129,507 | $8.48M | 2.7% | +14.6% | 0.227% | |
| 7/30/2025 | D.A. Davidson & CO. | 27,113 | $1.78M | 0.0% | -19.0% | 0.048% | |
| 7/30/2025 | LGT Financial Advisors LLC | 949 | $62K | 0.2% | -15.9% | 0.002% | |
| 7/30/2025 | WBH Advisory Inc. | 20,812 | $1.36M | 0.1% | N/A | 0.037% | |
| 7/29/2025 | Independence Asset Advisors LLC | 8,404 | $550K | 0.3% | +78.8% | 0.015% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 8,813 | $577K | 0.0% | N/A | 0.015% | |
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| 7/29/2025 | Quotient Wealth Partners LLC | 24,223 | $1.59M | 0.0% | +16.9% | 0.043% | |
| 7/29/2025 | Private Trust Co. NA | 12,663 | $829K | 0.1% | +274.6% | 0.022% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 21,463 | $1.41M | 0.1% | N/A | 0.038% | |
| 7/28/2025 | Mutual Advisors LLC | 10,371 | $695K | 0.0% | -5.5% | 0.018% | |
| 7/28/2025 | Harbour Investments Inc. | 65,427 | $4.29M | 0.1% | +4.2% | 0.115% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 334,644 | $21.92M | 3.6% | +7.5% | 0.588% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 3,069,729 | $201.07M | 1.8% | +9.5% | 5.390% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 4,332 | $284K | 0.0% | N/A | 0.008% | |
| 7/25/2025 | Northwest Capital Management Inc | 8,331 | $546K | 0.3% | -41.1% | 0.015% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 32,577 | $2.13M | 1.8% | -5.6% | 0.057% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 29,469 | $1.93M | 0.0% | -11.5% | 0.052% | |
| 7/25/2025 | M.E. Allison & CO. Inc. | 10,365 | $679K | 0.5% | -1.4% | 0.018% | |
| 7/25/2025 | MGO One Seven LLC | 22,956 | $1.50M | 0.0% | N/A | 0.040% | |
| 7/25/2025 | Bill Few Associates Inc. | 6,949 | $455K | 0.1% | N/A | 0.012% | |
| 7/25/2025 | LRI Investments LLC | 21,350 | $1.40M | 0.1% | +16.3% | 0.037% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 112,198 | $7.35M | 1.4% | +8.7% | 0.197% | |
| 7/25/2025 | CWM LLC | 294,055 | $19.26M | 0.1% | +91.7% | 0.516% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 35,495 | $2.33M | 0.0% | +534.2% | 0.062% | |
| 7/25/2025 | Apollon Wealth Management LLC | 3,100 | $203K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | Financial Connections Group Inc. | 7,437 | $487K | 0.2% | -28.4% | 0.013% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 44,708 | $2.93M | 0.2% | -1.7% | 0.079% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 21,818 | $1.43M | 0.3% | -30.8% | 0.038% | |
| 7/24/2025 | IFP Advisors Inc | 18,664 | $1.22M | 0.0% | +74.8% | 0.033% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 13,369 | $876K | 0.1% | +2.2% | 0.023% | |
| 7/23/2025 | Ignite Planners LLC | 9,311 | $617K | 0.1% | +11.3% | 0.016% | |
| 7/23/2025 | Country Club Bank | 35,173 | $2.30M | 0.1% | +8.3% | 0.062% | |
| 7/23/2025 | Litman Gregory Wealth Management LLC | 11,385 | $746K | 0.1% | -12.4% | 0.020% | |
| 7/22/2025 | Belpointe Asset Management LLC | 9,197 | $602K | 0.0% | +6.9% | 0.016% | |
| 7/22/2025 | PUREfi Wealth LLC | 11,696 | $766K | 0.6% | +75.3% | 0.021% | |
| 7/22/2025 | DAVENPORT & Co LLC | 88,564 | $5.80M | 0.0% | +6.8% | 0.156% | |
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| 7/22/2025 | Gemmer Asset Management LLC | 81,380 | $5.33M | 0.5% | +3.1% | 0.143% | |
| 7/22/2025 | Sutton Place Investors LLC | 12,635 | $828K | 0.5% | -4.1% | 0.022% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 7,871 | $516K | 0.2% | +9.5% | 0.014% | |
| 7/21/2025 | Ascent Group LLC | 21,450 | $1.41M | 0.1% | +4.7% | 0.038% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 735 | $48K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Triad Wealth Partners LLC | 33,467 | $2.19M | 0.4% | +71.3% | 0.059% | |
| 7/17/2025 | Alliance Wealth Advisors LLC | 7,852 | $514K | 0.3% | -12.3% | 0.014% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,477,592 | $96.78M | 0.3% | +0.0% | 2.605% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 9,465 | $620K | 0.4% | +6.0% | 0.017% | |
| 7/17/2025 | Avior Wealth Management LLC | 1,061,689 | $69.54M | 2.4% | +4.7% | 1.872% | |
| 7/16/2025 | ORG Partners LLC | 17,585 | $1.17M | 0.2% | N/A | 0.031% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 16,606 | $1.09M | 0.1% | -0.9% | 0.029% | |
| 7/16/2025 | Blue Oak Capital LLC | 38,569 | $2.53M | 1.3% | -2.2% | 0.068% | |
| 7/16/2025 | Steph & Co. | 732,726 | $47.99M | 15.6% | +1.3% | 1.292% | |
| 7/16/2025 | Perigon Wealth Management LLC | 60,011 | $3.93M | 0.1% | +12.5% | 0.106% | |
| 7/15/2025 | Avaii Wealth Management LLC | 6,214 | $407K | 0.2% | -50.2% | 0.011% | |
| 7/15/2025 | Centerline Wealth Advisors LLC | 127,225 | $8.33M | 4.1% | N/A | 0.224% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 5,122 | $336K | 0.3% | N/A | 0.009% | |
| 7/14/2025 | AdvisorNet Financial Inc | 6,713 | $440K | 0.0% | +10.2% | 0.012% | |
| 7/14/2025 | CRA Financial Services LLC | 4,061 | $266K | 0.0% | +21.7% | 0.007% | |
| 7/14/2025 | Strategic Planning Group LLC | 26,010 | $1.70M | 0.3% | -11.6% | 0.046% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 639,323 | $41.88M | 8.8% | +5.5% | 1.136% | |
| 7/11/2025 | First PREMIER Bank | 4,718 | $309K | 0.1% | N/A | 0.008% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,923 | $650K | 0.0% | -8.5% | 0.018% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 17,971 | $1.18M | 0.1% | -1.7% | 0.032% | |
| 7/11/2025 | CMH Wealth Management LLC | 42,995 | $2.82M | 0.7% | -1.9% | 0.076% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,288 | $84K | 0.0% | +119.0% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 6,175 | $404K | 0.0% | +17.3% | 0.011% | |
| 7/10/2025 | Triangle Securities Wealth Management | 240,257 | $15.74M | 3.9% | +1.0% | 0.427% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 119,988 | $7.86M | 0.1% | +24.5% | 0.213% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,535 | $2.04M | 0.0% | +5.0% | 0.054% | |
| 7/10/2025 | Atticus Wealth Management LLC | 2,207 | $145K | 0.0% | N/A | 0.004% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 25,229 | $1.65M | 0.0% | -8.9% | 0.045% | |
| 7/8/2025 | Prism Advisors Inc. | 221,610 | $14.52M | 4.1% | -5.0% | 0.394% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 25,877 | $1.70M | 0.2% | +1,921.6% | 0.046% | |
| 7/2/2025 | Crumly & Associates Inc. | 40,571 | $2.66M | 0.6% | -41.9% | 0.072% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 5,816 | $381K | 0.0% | +11.6% | 0.010% | |
| 6/6/2025 | Blue Oak Capital LLC | 39,437 | $2.51M | 1.4% | -12.1% | 0.073% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,950 | $187K | 0.0% | +13.7% | 0.006% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,603 | $547K | 0.0% | N/A | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 361,064 | $22.94M | 0.1% | +11.5% | 0.681% | |
| 5/19/2025 | Jane Street Group LLC | 54,295 | $3.45M | 0.0% | -18.2% | 0.102% | |
| 5/16/2025 | Ascent Group LLC | 20,492 | $1.30M | 0.1% | +39.6% | 0.039% | |
| 5/16/2025 | Jones Financial Companies Lllp | 18,457 | $1.17M | 0.0% | -90.0% | 0.035% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,684 | $933K | 0.0% | +1.7% | 0.028% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 101,354 | $6.44M | 0.1% | -0.5% | 0.191% | |
| 5/15/2025 | Royal Bank of Canada | 548,240 | $34.84M | 0.0% | +72.7% | 1.034% | |
| 5/14/2025 | Triad Wealth Partners LLC | 19,536 | $1.24M | 0.4% | +130.8% | 0.037% | |
| 5/14/2025 | CreativeOne Wealth LLC | 35,571 | $2.26M | 0.1% | -17.0% | 0.067% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 412,633 | $26.22M | 2.0% | +17.5% | 0.778% | |
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| 5/14/2025 | Comerica Bank | 6,067 | $385K | 0.0% | +3.5% | 0.011% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,533 | $288K | 0.0% | +440.3% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 470,341 | $29.89M | 0.1% | +17.7% | 0.887% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,162,672 | $137.41M | 0.0% | +51.0% | 4.078% | |
| 5/14/2025 | Capital Analysts LLC | 6,942 | $441K | 0.0% | +117.3% | 0.013% | |
| 5/13/2025 | Tyler Stone Wealth Management | 196,597 | $12.49M | 2.2% | +7.2% | 0.371% | |
| 5/13/2025 | Raymond James Financial Inc. | 909,109 | $57.77M | 0.0% | +74.7% | 1.714% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 536,166 | $34.07M | 0.9% | -4.2% | 1.011% | |
| 5/13/2025 | HighTower Advisors LLC | 59,869 | $3.80M | 0.0% | +10.8% | 0.113% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,040 | $1.27M | 0.0% | -15.0% | 0.038% | |
