| 8/6/2025 | AE Wealth Management LLC | 565 | $92K | 0.0% | +38.5% | 0.006% | |
| 8/6/2025 | Strategic Financial Partners Ltd. | 10,584 | $1.73M | 0.8% | N/A | 0.111% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,435 | $234K | 0.0% | +7.4% | 0.015% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 28,927 | $4.72M | 2.3% | -1.3% | 0.303% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 2,342 | $382K | 0.0% | +7.5% | 0.025% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 930 | $152K | 0.0% | -16.4% | 0.010% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 29,790 | $4.86M | 0.2% | +0.7% | 0.312% | |
| 8/1/2025 | Howard Capital Management Inc. | 42,273 | $6.89M | 0.1% | +85.8% | 0.443% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 376,207 | $61.36M | 0.0% | +11.1% | 3.939% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 187,074 | $30.51M | 2.0% | -2.2% | 1.959% | |
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| 7/31/2025 | AlTi Global Inc. | 37,582 | $6.13M | 0.2% | +2.7% | 0.394% | |
| 7/31/2025 | Carnegie Investment Counsel | 1,601 | $261K | 0.0% | N/A | 0.017% | |
| 7/30/2025 | Strategic Blueprint LLC | 96,371 | $15.72M | 0.8% | -5.7% | 1.009% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 11,360 | $1.85M | 0.3% | -4.2% | 0.119% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,929 | $1.29M | 0.0% | -43.1% | 0.083% | |
| 7/29/2025 | Private Trust Co. NA | 3,496 | $570K | 0.1% | -5.0% | 0.037% | |
| 7/29/2025 | TFC Financial Management Inc. | 2,318 | $378K | 0.1% | +94.3% | 0.024% | |
| 7/25/2025 | NorthRock Partners LLC | 3,600 | $587K | 0.0% | -42.1% | 0.038% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,128 | $347K | 0.0% | -28.5% | 0.022% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,272 | $207K | 0.0% | -12.9% | 0.013% | |
| 7/25/2025 | Riverpoint Wealth Management Holdings LLC | 9,430 | $1.54M | 0.4% | -2.3% | 0.099% | |
| 7/25/2025 | Apollon Financial LLC | 4,000 | $652K | 0.1% | +3.0% | 0.042% | |
| 7/24/2025 | IFP Advisors Inc | 1,216 | $198K | 0.0% | +10.5% | 0.013% | |
| 7/24/2025 | Blair William & Co. IL | 1,251 | $204K | 0.0% | +8.1% | 0.013% | |
| 7/23/2025 | Eagle Strategies LLC | 62,669 | $10.22M | 1.6% | +1.5% | 0.656% | |
| 7/22/2025 | PUREfi Wealth LLC | 1,907 | $311K | 0.2% | -32.7% | 0.020% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 36,604 | $5.97M | 0.3% | +1,195.7% | 0.383% | |
| 7/18/2025 | Vicus Capital | 4,627 | $755K | 0.1% | +2.0% | 0.048% | |
| 7/18/2025 | Naples Global Advisors LLC | 4,825 | $787K | 0.1% | -4.0% | 0.051% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 28,061 | $4.58M | 0.3% | +14.0% | 0.294% | |
| 7/17/2025 | Presper Financial Architects LLC | 178,719 | $29.15M | 21.7% | N/A | 1.871% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 20,505 | $3.34M | 0.0% | +54.1% | 0.215% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 1,295 | $213K | 0.5% | -87.3% | 0.014% | |
| 7/16/2025 | Essex Financial Services Inc. | 20,421 | $3.33M | 0.2% | +1.8% | 0.214% | |
| 7/15/2025 | McAdam LLC | 11,395 | $1.86M | 0.1% | -3.5% | 0.119% | |
| 7/15/2025 | Sheets Smith Wealth Management | 7,533 | $1.23M | 0.1% | -1.4% | 0.079% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 9,173 | $1.50M | 0.3% | +2.0% | 0.096% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 1,612 | $263K | 0.0% | N/A | 0.017% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 12,136 | $1.98M | 0.2% | N/A | 0.127% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 1,308 | $213K | 0.0% | N/A | 0.013% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 113,903 | $18.74M | 0.0% | -13.8% | 1.173% | |
| 7/10/2025 | Sharkey Howes & Javer | 55,409 | $9.04M | 1.2% | +18.6% | 0.571% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 12,367 | $2.02M | 0.1% | +0.5% | 0.127% | |
| 7/3/2025 | First Hawaiian Bank | 54,057 | $8.82M | 1.2% | -22.1% | 0.560% | |
| 7/2/2025 | Marotta Asset Management | 53,889 | $8.79M | 1.8% | -7.6% | 0.558% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 11,975 | $1.95M | 0.2% | +4.1% | 0.124% | |
| 6/4/2025 | First Hawaiian Bank | 69,384 | $10.87M | 0.5% | -21.6% | 0.739% | |
| 5/21/2025 | McAdam LLC | 11,809 | $1.85M | 0.1% | -2.2% | 0.125% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,775 | $1.06M | 0.0% | -46.6% | 0.072% | |
| 5/20/2025 | Focus Partners Wealth | 1,918,598 | $300.63M | 0.8% | +1.9% | 20.389% | |
| 5/16/2025 | Empowered Funds LLC | 1,771 | $275K | 0.0% | N/A | 0.019% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 584,558 | $91.60M | 17.7% | -3.9% | 6.212% | |
| 5/16/2025 | NewEdge Advisors LLC | 33,932 | $5.32M | 0.0% | -4.2% | 0.361% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,057 | $322K | 0.0% | -7.1% | 0.022% | |
| 5/16/2025 | AlTi Global Inc. | 36,586 | $5.73M | 0.2% | +1.6% | 0.389% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,178 | $655K | 0.0% | N/A | 0.044% | |
| 5/15/2025 | Royal Bank of Canada | 83,461 | $13.08M | 0.0% | -8.8% | 0.887% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 2,750 | $435K | 0.2% | -11.3% | 0.029% | |
| 5/14/2025 | CreativeOne Wealth LLC | 50,859 | $7.97M | 0.2% | -4.4% | 0.540% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 14,623 | $2.27M | 0.2% | -31.5% | 0.155% | |
| 5/13/2025 | Raymond James Financial Inc. | 106,320 | $16.66M | 0.0% | -28.0% | 1.130% | |
| 5/13/2025 | Knuff & Co LLC | 305 | $48K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | American Money Management LLC | 65,255 | $10.23M | 1.9% | +3.6% | 0.693% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 28,671 | $4.49M | 2.0% | N/A | 0.305% | |
| 5/12/2025 | SouthState Corp | 305 | $48K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | King Luther Capital Management Corp | 5,124 | $803K | 0.0% | -1.5% | 0.054% | |
| 5/12/2025 | True North Advisors LLC | 2,593 | $406K | 0.1% | N/A | 0.028% | |
| 5/9/2025 | Sfmg LLC | 517,290 | $81.06M | 6.4% | +0.5% | 5.497% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 1,810 | $284K | 0.1% | -30.5% | 0.019% | |
| 5/8/2025 | NorthRock Partners LLC | 6,221 | $975K | 0.0% | N/A | 0.066% | |
| 5/8/2025 | Howard Capital Management Inc. | 22,758 | $3.57M | 0.1% | +24.5% | 0.242% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 14,200 | $2.23M | 0.1% | +12.0% | 0.151% | |
| 5/7/2025 | LPL Financial LLC | 291,026 | $45.60M | 0.0% | +7.9% | 3.116% | |
| 5/6/2025 | Cetera Investment Advisers | 8,567 | $1.34M | 0.0% | +15.1% | 0.092% | |
| 5/6/2025 | AE Wealth Management LLC | 408 | $64K | 0.0% | +750.0% | 0.004% | |
| 5/5/2025 | IFP Advisors Inc | 1,100 | $172K | 0.0% | -10.2% | 0.012% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 33,953 | $5.32M | 2.0% | +16.5% | 0.364% | |
| 5/5/2025 | Private Advisor Group LLC | 405,312 | $63.51M | 0.4% | +23.0% | 4.340% | |
| 5/2/2025 | Theory Financial LLC | 20,541 | $3.22M | 1.4% | -3.7% | 0.220% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 3,483 | $546K | 0.0% | -22.3% | 0.037% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 191,233 | $29.96M | 2.2% | -0.1% | 2.047% | |
| 5/2/2025 | Apollon Financial LLC | 3,885 | $609K | 0.1% | +1.7% | 0.042% | |
| 5/1/2025 | Hughes Financial Services LLC | 45,417 | $7.11M | 1.4% | -3.5% | 0.486% | |
| 4/30/2025 | Sharkey Howes & Javer | 46,708 | $7.32M | 1.0% | +4.9% | 0.500% | |
| 4/30/2025 | Cerity Partners LLC | 23,954 | $3.75M | 0.0% | -6.1% | 0.256% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 10,188 | $1.60M | 0.7% | -1.5% | 0.109% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,936 | $2.18M | 0.0% | +159.4% | 0.149% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 179,136 | $28.07M | 6.3% | +4.7% | 1.918% | |
| 4/30/2025 | Brown Financial Advisory | 1,720 | $270K | 0.2% | N/A | 0.018% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 338,582 | $53.05M | 0.0% | -11.8% | 3.625% | |
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| 4/29/2025 | Strategic Blueprint LLC | 102,212 | $16.02M | 0.9% | +14.3% | 1.094% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 62,300 | $9.76M | 6.8% | +5.4% | 0.667% | |
| 4/28/2025 | Private Trust Co. NA | 3,680 | $577K | 0.1% | +5.3% | 0.039% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 96,974 | $15.20M | 3.3% | -0.9% | 1.038% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 2,825 | $438K | 0.0% | -92.9% | 0.030% | |
| 4/25/2025 | Essex Financial Services Inc. | 20,053 | $3.14M | 0.2% | +7.1% | 0.215% | |
| 4/25/2025 | Goodman Advisory Group LLC | 658 | $103K | 0.0% | -99.0% | 0.007% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,113 | $174K | 0.0% | -20.8% | 0.012% | |
| 4/23/2025 | Golden State Wealth Management LLC | 308 | $48K | 0.0% | +100.0% | 0.003% | |
| 4/23/2025 | Sheets Smith Wealth Management | 7,637 | $1.20M | 0.1% | -1.2% | 0.082% | |
