| 8/1/2025 | Planning Directions Inc. | 12,130 | $858K | 0.5% | N/A | 0.011% | |
| 8/1/2025 | Logan Capital Management Inc. | 370 | $26K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,061,888 | $145.92M | 0.0% | +183.9% | 1.866% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 868,178 | $61.44M | 6.1% | -0.8% | 0.786% | |
| 7/31/2025 | Whipplewood Advisors LLC | 3,345 | $237K | 0.1% | +7,171.7% | 0.003% | |
| 7/31/2025 | MN Wealth Advisors LLC | 105,407 | $7.46M | 4.3% | +19.1% | 0.095% | |
| 7/31/2025 | West Michigan Advisors LLC | 64,506 | $4.57M | 1.3% | +0.4% | 0.058% | |
| 7/30/2025 | Parcion Private Wealth LLC | 26,473 | $1.87M | 0.1% | -1.1% | 0.024% | |
| 7/30/2025 | TFB Advisors LLC | 20,582 | $1.46M | 0.4% | +25.9% | 0.019% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 14,462 | $1.02M | 1.0% | N/A | 0.013% | |
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| 7/30/2025 | Bogart Wealth LLC | 1,621,384 | $114.75M | 4.9% | +107.5% | 1.468% | |
| 7/30/2025 | WBH Advisory Inc. | 24,584 | $1.74M | 0.1% | N/A | 0.022% | |
| 7/29/2025 | Private Trust Co. NA | 5,788 | $410K | 0.0% | +23.7% | 0.005% | |
| 7/29/2025 | Smithbridge Asset Management Inc. DE | 118,890 | $8.41M | 1.5% | +3.4% | 0.108% | |
| 7/28/2025 | ForthRight Wealth Management LLC | 78,919 | $5.59M | 1.7% | N/A | 0.071% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 33,652 | $2.38M | 0.2% | N/A | 0.030% | |
| 7/28/2025 | Mutual Advisors LLC | 28,341 | $2.03M | 0.1% | +4.1% | 0.026% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 1,165,969 | $82.52M | 0.8% | +7.3% | 1.055% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 6,037 | $427K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 419,687 | $29.70M | 3.3% | +8.4% | 0.380% | |
| 7/25/2025 | Northwest Capital Management Inc | 7,751 | $549K | 0.3% | -4.2% | 0.007% | |
| 7/25/2025 | NorthRock Partners LLC | 1,515 | $107K | 0.0% | +299.7% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 2,871 | $203K | 0.0% | -65.4% | 0.003% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,992 | $424K | 0.0% | -59.6% | 0.005% | |
| 7/25/2025 | CWM LLC | 1,411,110 | $99.86M | 0.4% | +30.0% | 1.277% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,126 | $291K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Financial Connections Group Inc. | 80,133 | $5.67M | 2.3% | +61.4% | 0.073% | |
| 7/24/2025 | Eastern Bank | 572,196 | $40.49M | 0.8% | N/A | 0.518% | |
| 7/24/2025 | Bryant Woods Investment Advisors LLC | 102,131 | $7.23M | 3.1% | +47.5% | 0.092% | |
| 7/24/2025 | Blue Trust Inc. | 421 | $30K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 16,816 | $1.19M | 0.1% | +8.5% | 0.015% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 48,867 | $3.46M | 0.3% | +55.3% | 0.044% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 12,460 | $882K | 0.2% | +47.0% | 0.011% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 78,431 | $5.55M | 2.1% | +25.7% | 0.071% | |
| 7/24/2025 | IFP Advisors Inc | 8,780 | $621K | 0.0% | +52.6% | 0.008% | |
| 7/24/2025 | Leo Wealth LLC | 290,730 | $20.60M | 1.6% | +46.7% | 0.263% | |
| 7/24/2025 | Lokken Investment Group LLC | 34,766 | $2.46M | 0.9% | +2.0% | 0.031% | |
| 7/23/2025 | Ignite Planners LLC | 27,475 | $1.92M | 0.3% | N/A | 0.025% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 214,045 | $15.15M | 0.9% | +38.2% | 0.194% | |
| 7/23/2025 | Bellevue Asset Management LLC | 60,864 | $4.31M | 2.1% | -1.2% | 0.055% | |
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| 7/23/2025 | New England Professional Planning Group Inc. | 768,955 | $54.42M | 24.8% | -0.1% | 0.696% | |
| 7/22/2025 | Cedar Mountain Advisors LLC | 630 | $45K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Grimes & Company Inc. | 135,004 | $9.55M | 0.3% | +37.9% | 0.122% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 164,145 | $11.62M | 2.7% | +7.3% | 0.149% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 70,140 | $4.96M | 1.6% | +308.9% | 0.063% | |
| 7/22/2025 | Integrated Capital Management LLC | 9,334 | $656K | 0.3% | +146.7% | 0.008% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 6,676 | $472K | 0.2% | +40.6% | 0.006% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 5,410 | $383K | 0.1% | +3.8% | 0.005% | |
| 7/21/2025 | Ascent Group LLC | 13,500 | $955K | 0.0% | +11.3% | 0.012% | |
| 7/21/2025 | Sterling Investment Counsel LLC | 3,898 | $276K | 0.2% | +18.7% | 0.004% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 82,571 | $5.84M | 0.7% | +37.3% | 0.075% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 485,913 | $34.39M | 0.6% | +15.4% | 0.440% | |
| 7/18/2025 | Pure Financial Advisors LLC | 676,057 | $47.85M | 0.8% | -1.4% | 0.612% | |
| 7/18/2025 | Cooper Financial Group | 8,864 | $627K | 0.1% | +3.6% | 0.008% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 11,598 | $821K | 1.1% | +4.7% | 0.010% | |
| 7/17/2025 | HB Wealth Management LLC | 32,730 | $2.32M | 0.0% | +16.2% | 0.030% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,252,180 | $88.62M | 0.2% | +12.1% | 1.139% | |
| 7/17/2025 | Genesis Private Wealth LLC | 3,361 | $238K | 0.1% | N/A | 0.003% | |
| 7/17/2025 | Wagner Wealth Management LLC | 103,408 | $7.32M | 1.7% | +3.0% | 0.094% | |
| 7/16/2025 | Valicenti Advisory Services Inc. | 25,161 | $1.78M | 0.4% | -1.5% | 0.023% | |
| 7/16/2025 | Kendall Capital Management | 245,388 | $17.37M | 4.6% | +38.0% | 0.223% | |
| 7/16/2025 | EdgeRock Capital LLC | 185,366 | $13.13M | 4.2% | +54.6% | 0.169% | |
| 7/16/2025 | Blue Oak Capital LLC | 26,119 | $1.85M | 1.0% | +58.6% | 0.024% | |
| 7/15/2025 | Centerline Wealth Advisors LLC | 43,113 | $3.05M | 1.5% | N/A | 0.039% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 133,823 | $9.47M | 2.6% | -0.2% | 0.122% | |
| 7/15/2025 | Family Investment Center Inc. | 310,510 | $21.98M | 5.0% | -4.2% | 0.282% | |
| 7/14/2025 | AdvisorNet Financial Inc | 5,609 | $397K | 0.0% | +34.3% | 0.005% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 61,135 | $4.33M | 0.1% | +12.2% | 0.056% | |
| 7/14/2025 | Park Avenue Securities LLC | 88,979 | $6.30M | 0.1% | +4.9% | 0.081% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,586 | $537K | 0.0% | +5.6% | 0.007% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 42,713 | $3.02M | 0.2% | +3.3% | 0.039% | |
| 7/11/2025 | Elk River Wealth Management LLC | 368,118 | $26.05M | 4.5% | +0.8% | 0.335% | |
| 7/10/2025 | Marshall Financial Group LLC | 20,158 | $1.41M | 0.3% | -11.0% | 0.018% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 152,509 | $10.80M | 0.0% | -3.5% | 0.139% | |
| 7/10/2025 | Sharkey Howes & Javer | 19,492 | $1.38M | 0.2% | N/A | 0.018% | |
| 7/10/2025 | Shira Ridge Wealth Management | 4,262 | $302K | 0.1% | +15.6% | 0.004% | |
| 7/10/2025 | Sovran Advisors LLC | 5,387 | $380K | 0.0% | +2.9% | 0.005% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 351,234 | $24.86M | 0.9% | +39.6% | 0.320% | |
| 7/9/2025 | Balefire LLC | 21,998 | $1.56M | 0.3% | N/A | 0.020% | |
| 7/9/2025 | Bulwark Capital Corp | 720 | $51K | 0.0% | N/A | 0.001% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 20,823 | $1.47M | 0.0% | +22.7% | 0.019% | |
| 7/8/2025 | Choice Wealth Advisors LLC | 301,176 | $21.31M | 9.6% | -2.6% | 0.274% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 726,790 | $51.44M | 10.5% | +15.9% | 0.662% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 3,226 | $228K | 0.1% | +197.1% | 0.003% | |
| 7/2/2025 | HBW Advisory Services LLC | 40,264 | $2.85M | 0.4% | +43.7% | 0.037% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 19,851 | $1.27M | 0.0% | N/A | 0.018% | |
| 6/6/2025 | Blue Oak Capital LLC | 16,466 | $1.05M | 0.6% | -10.3% | 0.016% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 25,352 | $1.62M | 0.1% | +124.8% | 0.024% | |
| 5/20/2025 | Belpointe Asset Management LLC | 25,294 | $1.61M | 0.1% | -2.0% | 0.024% | |
| 5/19/2025 | Jane Street Group LLC | 348,112 | $22.18M | 0.0% | -4.5% | 0.334% | |
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| 5/16/2025 | Ascent Group LLC | 12,133 | $773K | 0.0% | -2.1% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 19,851 | $1.27M | 0.0% | N/A | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 248,306 | $15.82M | 0.0% | +80.6% | 0.239% | |
| 5/15/2025 | MAI Capital Management | 816 | $52K | 0.0% | +1,331.6% | 0.001% | |
| 5/14/2025 | CreativeOne Wealth LLC | 23,665 | $1.51M | 0.0% | -3.3% | 0.023% | |
| 5/14/2025 | Jane Street Group LLC | 348,112 | $22.18M | 0.0% | -4.5% | 0.334% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 214,399 | $13.66M | 0.0% | -6.7% | 0.206% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 154,891 | $9.87M | 0.7% | +57.1% | 0.149% | |
| 5/14/2025 | Tiemann Investment Advisors LLC | 4,015 | $256K | 0.1% | +8.1% | 0.004% | |
| 5/14/2025 | TFB Advisors LLC | 16,354 | $1.04M | 0.3% | +3.4% | 0.016% | |
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