| 7/24/2025 | Fulcrum Capital LLC | 80,942 | $4.86M | 1.0% | +9.8% | 0.073% | |
| 7/24/2025 | Blue Trust Inc. | 97,370 | $5.85M | 0.1% | +1.9% | 0.087% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 28,305 | $1.70M | 0.6% | -52.4% | 0.025% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 6,600 | $396K | 0.3% | N/A | 0.006% | |
| 7/24/2025 | Beacon Bridge Wealth Partners LLC | 12,849 | $772K | 0.3% | +4.7% | 0.012% | |
| 7/24/2025 | IFP Advisors Inc | 46,989 | $2.82M | 0.1% | +5.1% | 0.042% | |
| 7/24/2025 | Edge Financial Advisors LLC | 123,252 | $7.41M | 3.9% | -2.4% | 0.114% | |
| 7/24/2025 | Lokken Investment Group LLC | 3,432 | $206K | 0.1% | N/A | 0.003% | |
| 7/23/2025 | Columbus Macro LLC | 90,042 | $5.41M | 0.7% | N/A | 0.083% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 8,182 | $491K | 0.0% | -7.8% | 0.008% | |
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| 7/23/2025 | Gentry Private Wealth LLC | 24,362 | $1.46M | 1.1% | -1.3% | 0.023% | |
| 7/23/2025 | Seamount Financial Group Inc. | 140,256 | $8.42M | 4.3% | +7.4% | 0.130% | |
| 7/23/2025 | Elm3 Financial Group LLC | 17,645 | $1.06M | 0.9% | -8.7% | 0.016% | |
| 7/22/2025 | Valley National Advisers Inc. | 39,653 | $2.38M | 0.4% | +2.2% | 0.037% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 147,032 | $8.83M | 0.6% | +5.3% | 0.136% | |
| 7/22/2025 | Global Assets Advisory LLC | 3,998 | $241K | 0.1% | -65.8% | 0.004% | |
| 7/22/2025 | Merit Financial Group LLC | 157,744 | $9.47M | 0.1% | +204.6% | 0.146% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 90,636 | $5.44M | 1.8% | +1.0% | 0.084% | |
| 7/22/2025 | Apexium Financial LP | 21,461 | $1.29M | 0.1% | +12.2% | 0.020% | |
| 7/21/2025 | Ameriflex Group Inc. | 25,420 | $1.51M | 0.8% | +14.0% | 0.024% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 109,388 | $6.57M | 0.3% | -58.8% | 0.101% | |
| 7/21/2025 | River Street Advisors LLC | 9,218 | $554K | 0.2% | +32.5% | 0.009% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 6,824 | $410K | 0.1% | N/A | 0.006% | |
| 7/21/2025 | FSA Wealth Partners Inc. | 3,722 | $224K | 0.1% | -98.9% | 0.003% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 403,621 | $24.24M | 0.3% | +4.5% | 0.375% | |
| 7/18/2025 | PFG Investments LLC | 10,362 | $622K | 0.0% | +9.2% | 0.010% | |
| 7/18/2025 | Brueske Advisory Services LLC | 33,876 | $2.03M | 1.4% | +97.3% | 0.031% | |
| 7/18/2025 | Cooper Financial Group | 14,467 | $869K | 0.1% | +4.9% | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 184,275 | $11.07M | 0.0% | -2.4% | 0.171% | |
| 7/17/2025 | MBA Advisors LLC | 131,806 | $7.92M | 3.7% | +1.8% | 0.124% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 212,889 | $12.78M | 0.0% | -1.2% | 0.200% | |
| 7/17/2025 | Fifth Third Securities Inc. | 35,604 | $2.14M | 0.2% | -18.9% | 0.033% | |
| 7/17/2025 | Archford Capital Strategies LLC | 33,036 | $1.98M | 0.3% | -3.0% | 0.031% | |
| 7/17/2025 | Keystone Global Partners LLC | 117,713 | $7.07M | 3.9% | +77.7% | 0.110% | |
| 7/16/2025 | Valicenti Advisory Services Inc. | 245,809 | $14.76M | 3.4% | +1.9% | 0.231% | |
| 7/16/2025 | Signaturefd LLC | 5,501,136 | $330.34M | 5.6% | +2.2% | 5.161% | |
| 7/16/2025 | Kathmere Capital Management LLC | 60,052 | $3.61M | 0.3% | +3.4% | 0.056% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 73,403 | $4.41M | 0.6% | N/A | 0.069% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 2,361,744 | $141.82M | 6.1% | -16.0% | 2.216% | |
| 7/16/2025 | Novem Group | 96,969 | $5.82M | 0.7% | -4.2% | 0.091% | |
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| 7/16/2025 | Beaumont Financial Advisors LLC | 558,731 | $33.55M | 2.4% | +56.9% | 0.524% | |
| 7/16/2025 | Perigon Wealth Management LLC | 168,986 | $10.15M | 0.2% | -1.2% | 0.159% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 324,598 | $19.49M | 2.2% | +8.5% | 0.305% | |
| 7/15/2025 | RVW Wealth LLC | 868,747 | $52.17M | 4.4% | -1.6% | 0.815% | |
| 7/15/2025 | Norden Group LLC | 9,524 | $572K | 0.1% | +26.4% | 0.009% | |
| 7/15/2025 | LVZ Inc. | 671,830 | $40.34M | 4.8% | +2.8% | 0.630% | |
| 7/15/2025 | Kelly Financial Group LLC | 236,721 | $14.22M | 2.3% | +11.8% | 0.222% | |
| 7/14/2025 | Foster Group Inc. | 30,202 | $1.81M | 0.1% | N/A | 0.028% | |
| 7/14/2025 | Iams Wealth Management LLC | 3,380 | $203K | 0.1% | N/A | 0.003% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 24,389 | $1.47M | 0.0% | -26.4% | 0.023% | |
| 7/14/2025 | Cobblestone Asset Management LLC | 189,239 | $11.36M | 6.0% | -4.0% | 0.178% | |
| 7/14/2025 | Enzi Wealth | 138,161 | $8.30M | 3.0% | -0.7% | 0.130% | |
| 7/14/2025 | Park Avenue Securities LLC | 215,786 | $12.96M | 0.1% | N/A | 0.202% | |
| 7/14/2025 | Sowell Financial Services LLC | 12,389 | $744K | 0.0% | -47.9% | 0.012% | |
| 7/11/2025 | Annex Advisory Services LLC | 15,289 | $918K | 0.0% | -50.1% | 0.014% | |
| 7/11/2025 | Skyline Advisors Inc. | 10,953 | $658K | 0.2% | N/A | 0.010% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,250 | $616K | 0.0% | -2.0% | 0.010% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 3,822 | $230K | 0.0% | N/A | 0.004% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 50,843 | $2.87M | 1.0% | N/A | 0.048% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 143,344 | $8.61M | 1.1% | +1.6% | 0.134% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 702,894 | $42.76M | 0.1% | +11.4% | 0.659% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 9,702 | $583K | 0.2% | -19.8% | 0.009% | |
| 7/10/2025 | Focus Financial Network Inc. | 98,479 | $5.91M | 0.2% | +11.8% | 0.092% | |
| 7/10/2025 | Sovran Advisors LLC | 3,661 | $221K | 0.0% | N/A | 0.003% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 66,151 | $3.97M | 0.6% | -4.4% | 0.062% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 186,486 | $11.20M | 0.3% | +2.0% | 0.175% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 116,353 | $6.99M | 0.3% | +2,715.2% | 0.109% | |
| 7/9/2025 | Breakwater Capital Group | 350,961 | $21.08M | 3.4% | +3.2% | 0.329% | |
| 7/9/2025 | Fiduciary Alliance LLC | 59,110 | $3.55M | 0.3% | +7.5% | 0.055% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 16,183 | $972K | 0.7% | +3.4% | 0.015% | |
| 7/9/2025 | Clarus Wealth Advisors | 138,262 | $8.36M | 3.9% | +1.2% | 0.130% | |
| 7/8/2025 | Ehrlich Financial Group | 116,510 | $7.00M | 4.5% | +3.5% | 0.110% | |
| 7/8/2025 | Prism Advisors Inc. | 182,137 | $10.94M | 3.1% | -3.2% | 0.172% | |
| 7/8/2025 | Goldstone Financial Group LLC | 478,203 | $29.09M | 3.8% | +4.7% | 0.450% | |
| 7/8/2025 | Gallacher Capital Management LLC | 70,810 | $4.25M | 2.0% | +1.5% | 0.067% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 18,522 | $1.11M | 0.0% | +1.4% | 0.017% | |
| 7/3/2025 | City Center Advisors LLC | 3,836 | $230K | 0.2% | N/A | 0.004% | |
| 7/2/2025 | Helen Stephens Group LLC | 13,904 | $835K | 0.2% | N/A | 0.013% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 73,911 | $4.17M | 0.0% | -54.8% | 0.071% | |
| 6/6/2025 | Blue Oak Capital LLC | 8,228 | $465K | 0.3% | -12.7% | 0.008% | |
| 6/2/2025 | Modern Wealth Management LLC | 198,057 | $11.18M | 0.4% | +19.8% | 0.190% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 125,381 | $7.08M | 0.2% | +10.9% | 0.123% | |
| 5/16/2025 | Hamilton Capital LLC | 1,232,230 | $69.58M | 4.2% | +1.2% | 1.208% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 73,911 | $4.17M | 0.0% | -54.8% | 0.072% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 154,157 | $8.71M | 2.1% | -0.5% | 0.151% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,144 | $403K | 0.0% | -89.1% | 0.007% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 6,600 | $373K | 0.3% | N/A | 0.006% | |
| 5/16/2025 | NewEdge Advisors LLC | 415,187 | $23.45M | 0.1% | +2.8% | 0.407% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 30,455 | $1.72M | 0.0% | -1.3% | 0.030% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 730,498 | $41.25M | 0.2% | -17.3% | 0.716% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 140,884 | $7.96M | 0.1% | +2.6% | 0.138% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 29,179 | $1.65M | 0.0% | -18.0% | 0.029% | |
| 5/15/2025 | Ameriflex Group Inc. | 22,302 | $1.26M | 0.5% | +32.5% | 0.022% | |
| 5/15/2025 | Royal Bank of Canada | 697,393 | $39.38M | 0.0% | -3.2% | 0.684% | |
| 5/15/2025 | Betterment LLC | 5,846 | $330K | 0.0% | +6.4% | 0.006% | |
| 5/15/2025 | Spectrum Wealth Advisory Group LLC | 611,963 | $34.56M | 16.6% | +3.3% | 0.600% | |
| 5/15/2025 | Titleist Asset Management LLC | 14,907 | $842K | 0.1% | -92.3% | 0.015% | |
| 5/15/2025 | TD Capital Management LLC | 35,881 | $2.03M | 0.2% | +25.3% | 0.035% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 1,300,278 | $73.43M | 10.6% | +0.6% | 1.275% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 69,511 | $3.93M | 0.6% | +266.1% | 0.068% | |
