| 8/18/2025 | Geneos Wealth Management Inc. | 66,539 | $6.94M | 0.2% | -47.2% | 0.117% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 65,249 | $6.81M | 1.3% | N/A | 0.115% | |
| 8/15/2025 | Equitable Holdings Inc. | 304,221 | $31.73M | 0.3% | +10.3% | 0.536% | |
| 8/15/2025 | Visionary Wealth Advisors | 8,389 | $875K | 0.0% | +16.5% | 0.015% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 9,233 | $963K | 0.0% | +4.7% | 0.016% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 2,672 | $279K | 0.0% | -38.0% | 0.005% | |
| 8/15/2025 | MML Investors Services LLC | 181,317 | $18.91M | 0.1% | +42.4% | 0.320% | |
| 8/15/2025 | IHT Wealth Management LLC | 21,290 | $2.22M | 0.1% | -1.8% | 0.038% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 12,628 | $1.32M | 0.0% | +1.0% | 0.022% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 11,562 | $1.21M | 0.3% | N/A | 0.020% | |
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| 8/15/2025 | Bank of America Corp DE | 2,011,138 | $209.74M | 0.0% | +0.9% | 3.544% | |
| 8/15/2025 | Ameriprise Financial Inc. | 3,684,169 | $383.46M | 0.1% | -12.6% | 6.492% | |
| 8/14/2025 | Jane Street Group LLC | 10,078 | $1.05M | 0.0% | +46.6% | 0.018% | |
| 8/14/2025 | Raymond James Financial Inc. | 678,403 | $70.75M | 0.0% | -1.0% | 1.195% | |
| 8/14/2025 | NewEdge Advisors LLC | 17,508 | $1.83M | 0.0% | -17.6% | 0.031% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 8,424 | $879K | 0.0% | +36.8% | 0.015% | |
| 8/14/2025 | Acorn Wealth Advisors LLC | 7,974 | $832K | 0.3% | +9.3% | 0.014% | |
| 8/14/2025 | Cerity Partners LLC | 382,195 | $39.86M | 0.1% | N/A | 0.673% | |
| 8/13/2025 | Avestar Capital LLC | 52,494 | $5.48M | 0.4% | +18.2% | 0.093% | |
| 8/13/2025 | Baird Financial Group Inc. | 10,786 | $1.13M | 0.0% | -12.3% | 0.019% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 154,058 | $16.07M | 0.7% | +7.2% | 0.271% | |
| 8/13/2025 | Invesco Ltd. | 8,176,399 | $852.72M | 0.1% | +4.2% | 14.408% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 75,944 | $7.39M | 1.6% | -5.5% | 0.134% | |
| 8/13/2025 | Denver Wealth Management Inc. | 150,378 | $15.68M | 6.5% | +5.8% | 0.265% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 284,246 | $29.64M | 0.0% | +23.7% | 0.501% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 8,702 | $908K | 0.0% | +103.4% | 0.015% | |
| 8/12/2025 | Global Retirement Partners LLC | 268,398 | $27.99M | 0.7% | N/A | 0.473% | |
| 8/12/2025 | JPMorgan Chase & Co. | 80,706 | $8.42M | 0.0% | -1.0% | 0.142% | |
| 8/12/2025 | Absolute Capital Management LLC | 40,154 | $4.19M | 2.1% | +43.0% | 0.071% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 41,305 | $4.31M | 0.4% | +0.8% | 0.074% | |
| 8/11/2025 | Landaas & Co. WI ADV | 3,802 | $397K | 0.1% | +5.8% | 0.007% | |
| 8/11/2025 | Western Wealth Management LLC | 68,253 | $7.12M | 0.4% | +2.1% | 0.122% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 39,644 | $4.13M | 0.0% | +212.5% | 0.071% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 50,963 | $5.32M | 0.1% | +8.7% | 0.091% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 183,781 | $19.17M | 0.1% | +13.2% | 0.328% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 147,631 | $15.40M | 1.1% | -8.3% | 0.263% | |
| 8/8/2025 | Cetera Investment Advisers | 435,146 | $45.38M | 0.1% | +17.8% | 0.776% | |
| 8/8/2025 | Creative Planning | 6,915 | $721K | 0.0% | +12.5% | 0.012% | |
| 8/8/2025 | Intrua Financial LLC | 47,017 | $4.90M | 0.7% | -0.9% | 0.084% | |
| 8/8/2025 | Petix & Botte Co | 67,593 | $7.05M | 1.7% | +14.4% | 0.120% | |
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| 8/7/2025 | Nwam LLC | 47,674 | $4.98M | 0.4% | +2.0% | 0.085% | |
| 8/7/2025 | Allworth Financial LP | 2,251,612 | $234.82M | 1.1% | +1.8% | 4.013% | |
| 8/6/2025 | Prospera Financial Services Inc | 15,004 | $1.57M | 0.0% | -3.4% | 0.027% | |
| 8/6/2025 | AE Wealth Management LLC | 36,066 | $3.76M | 0.0% | +7.6% | 0.064% | |
| 8/6/2025 | Mark Sheptoff Financial Planning LLC | 341 | $36K | 0.0% | +40.9% | 0.001% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 155,401 | $16.21M | 3.6% | +0.8% | 0.277% | |
| 8/6/2025 | Golden State Wealth Management LLC | 22,733 | $2.37M | 0.3% | +38.8% | 0.041% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 881,490 | $91.93M | 0.1% | +26.3% | 1.571% | |
| 8/6/2025 | RFG Bristol Wealth Advisors LLC | 125,169 | $13.05M | 4.0% | +5.2% | 0.223% | |
| 8/5/2025 | Key Financial Inc | 5,232 | $546K | 0.1% | N/A | 0.009% | |
| 8/5/2025 | Bank of New York Mellon Corp | 872,227 | $90.97M | 0.0% | +2.4% | 1.555% | |
| 8/5/2025 | Bank of Montreal Can | 2,665 | $278K | 0.0% | +57.7% | 0.005% | |
| 8/5/2025 | Sigma Planning Corp | 3,307 | $345K | 0.0% | +18.5% | 0.006% | |
| 8/4/2025 | Kovack Advisors Inc. | 16,653 | $1.74M | 0.2% | -6.7% | 0.030% | |
| 8/4/2025 | Atria Investments Inc | 22,561 | $2.35M | 0.0% | -0.7% | 0.040% | |
| 8/4/2025 | Arkadios Wealth Advisors | 2,899 | $302K | 0.0% | +22.0% | 0.005% | |
| 8/4/2025 | World Investment Advisors | 43,076 | $4.49M | 0.1% | -0.8% | 0.077% | |
| 8/1/2025 | GWN Securities Inc. | 2,225 | $233K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 5,952 | $621K | 0.0% | N/A | 0.011% | |
| 8/1/2025 | Bessemer Group Inc. | 4,943 | $516K | 0.0% | +7.5% | 0.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 125,440 | $13.08M | 0.0% | -9.6% | 0.224% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 73,775 | $7.69M | 0.5% | -0.3% | 0.132% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 2,480 | $259K | 0.2% | -24.9% | 0.004% | |
| 7/30/2025 | Fusion Family Wealth LLC | 1,579,615 | $164.74M | 13.9% | +0.6% | 2.816% | |
| 7/30/2025 | Brookstone Capital Management | 104,156 | $10.86M | 0.1% | +158.6% | 0.186% | |
| 7/30/2025 | Klingman & Associates LLC | 284,786 | $29.70M | 1.6% | +0.1% | 0.508% | |
| 7/29/2025 | Stephens Inc. AR | 2,058 | $215K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Kelman Lazarov Inc. | 33,123 | $3.45M | 0.6% | -1.6% | 0.059% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 3,657 | $381K | 0.0% | +18.4% | 0.007% | |
| 7/29/2025 | Rodgers & Associates LTD | 22,624 | $2.36M | 0.3% | -1.2% | 0.040% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 62,100 | $6.48M | 0.1% | +2.8% | 0.111% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 93,693 | $9.85M | 2.7% | -0.6% | 0.167% | |
| 7/29/2025 | Empirical Asset Management LLC | 11,795 | $1.23M | 0.4% | -1.4% | 0.021% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 32,947 | $3.44M | 3.3% | N/A | 0.059% | |
| 7/28/2025 | Uptick Partners LLC | 13,364 | $1.39M | 0.4% | +6.2% | 0.024% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 13,331 | $1.39M | 1.1% | +3.4% | 0.024% | |
| 7/28/2025 | Mission Hills Financial Advisory LLC | 64,072 | $6.68M | 4.1% | -2.8% | 0.114% | |
| 7/28/2025 | Harbour Investments Inc. | 110,982 | $11.57M | 0.3% | +4.1% | 0.198% | |
| 7/28/2025 | RFG Advisory LLC | 2,776 | $290K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 98,095 | $10.23M | 0.2% | +64.2% | 0.175% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,758 | $814K | 0.0% | -89.6% | 0.014% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,990 | $416K | 0.0% | -45.8% | 0.007% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 43,024 | $4.49M | 1.3% | +39.9% | 0.077% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 56,914 | $5.94M | 5.2% | +16.5% | 0.101% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 18,833 | $1.96M | 0.0% | +21.6% | 0.034% | |
| 7/25/2025 | Apollon Wealth Management LLC | 8,403 | $876K | 0.0% | -11.7% | 0.015% | |
| 7/24/2025 | JNBA Financial Advisors | 255 | $27K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Thompson Investment Management Inc. | 500 | $52K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | IFP Advisors Inc | 240 | $25K | 0.0% | -80.6% | 0.000% | |
| 7/24/2025 | TFR Capital LLC. | 86,971 | $9.07M | 3.3% | +2.8% | 0.155% | |
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| 7/23/2025 | Ignite Planners LLC | 21,161 | $2.20M | 0.3% | +17.9% | 0.038% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 44,221 | $4.61M | 0.4% | -4.1% | 0.079% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 21,201 | $2.21M | 1.0% | +244.8% | 0.038% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 67,682 | $7.06M | 0.1% | -1.4% | 0.121% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,377 | $874K | 0.0% | -2.7% | 0.015% | |
| 7/22/2025 | Merit Financial Group LLC | 163,121 | $17.01M | 0.2% | -9.6% | 0.292% | |
| 7/22/2025 | Simplicity Wealth LLC | 48,111 | $5.02M | 0.2% | +169.3% | 0.086% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 52,563 | $5.48M | 0.1% | -13.8% | 0.094% | |
| 7/21/2025 | Ameriflex Group Inc. | 9,977 | $1.03M | 0.5% | +13.6% | 0.018% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 39,136 | $4.08M | 0.2% | -32.3% | 0.070% | |
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