| 8/12/2025 | NorthStar Asset Management LLC NJ | 13,226 | $315K | 0.1% | +40.8% | 0.003% | |
| 8/12/2025 | Cumberland Partners Ltd | 10,410 | $248K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | Howe & Rusling Inc. | 3,465 | $82K | 0.0% | -16.5% | 0.001% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 10,688 | $254K | 0.0% | N/A | 0.003% | |
| 8/11/2025 | Inspire Advisors LLC | 647,665 | $15.41M | 1.6% | +3.6% | 0.168% | |
| 8/11/2025 | United Advisor Group LLC | 73,216 | $1.74M | 0.3% | +51.3% | 0.019% | |
| 8/11/2025 | Western Wealth Management LLC | 15,663 | $373K | 0.0% | -22.2% | 0.004% | |
| 8/11/2025 | Bell Investment Advisors Inc | 19,924 | $474K | 0.1% | +33.3% | 0.005% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 32,400 | $771K | 0.0% | N/A | 0.008% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 96,391 | $2.29M | 0.0% | +38.5% | 0.025% | |
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| 8/8/2025 | Collaborative Wealth Managment Inc. | 18,101 | $431K | 0.2% | -4.3% | 0.005% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 103,135 | $2.46M | 0.0% | +45.8% | 0.027% | |
| 8/8/2025 | ProVise Management Group LLC | 287,633 | $6.85M | 0.5% | -1.7% | 0.075% | |
| 8/8/2025 | Cetera Investment Advisers | 1,372,082 | $32.66M | 0.1% | -21.7% | 0.356% | |
| 8/8/2025 | Creative Planning | 69,278 | $1.65M | 0.0% | +87.9% | 0.018% | |
| 8/8/2025 | SG Americas Securities LLC | 222,321 | $5.29M | 0.0% | N/A | 0.058% | |
| 8/8/2025 | Meridian Wealth Management LLC | 203,272 | $4.84M | 0.2% | -0.6% | 0.053% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 111,273 | $2.65M | 0.0% | +33.2% | 0.029% | |
| 8/8/2025 | Carl P. Sherr & Co. LLC | 171,147 | $4.07M | 2.1% | +3.4% | 0.044% | |
| 8/8/2025 | Donoghue Forlines LLC | 1,249,580 | $29.74M | 8.5% | -8.2% | 0.324% | |
| 8/8/2025 | CNO Financial Group Inc. | 1,068,000 | $25.42M | 15.7% | +154.3% | 0.277% | |
| 8/8/2025 | Good Life Advisors LLC | 11,357 | $270K | 0.0% | +8.4% | 0.003% | |
| 8/8/2025 | Calamos Advisors LLC | 85,011 | $2.02M | 0.0% | +87.5% | 0.022% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 275,004 | $6.55M | 0.0% | +8.0% | 0.071% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 74,282 | $1.77M | 0.1% | +36.7% | 0.019% | |
| 8/7/2025 | Verus Capital Partners LLC | 10,625 | $253K | 0.0% | +10.4% | 0.003% | |
| 8/7/2025 | Timonier Family Office LTD. | 88,376 | $2.10M | 0.8% | +20.3% | 0.023% | |
| 8/7/2025 | Vise Technologies Inc. | 11,778 | $280K | 0.0% | N/A | 0.003% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 35,405 | $843K | 0.1% | -6.0% | 0.009% | |
| 8/7/2025 | Winthrop Capital Management LLC | 276,074 | $6.57M | 1.7% | -6.0% | 0.072% | |
| 8/6/2025 | Bensler LLC | 649,859 | $15.47M | 1.7% | -32.2% | 0.168% | |
| 8/6/2025 | AE Wealth Management LLC | 310,227 | $7.38M | 0.1% | +11.1% | 0.080% | |
| 8/6/2025 | Rialto Wealth Management LLC | 79,871 | $1.90M | 0.5% | +33.2% | 0.021% | |
| 8/6/2025 | SMH Capital Advisors Inc. | 62,000 | $1.48M | 3.4% | +106.7% | 0.016% | |
| 8/6/2025 | Horizon Investment Services LLC | 333,188 | $7.93M | 3.5% | -4.3% | 0.086% | |
| 8/6/2025 | Convergence Financial LLC | 91,394 | $2.18M | 0.4% | +6.9% | 0.024% | |
| 8/6/2025 | Csenge Advisory Group | 415,369 | $9.76M | 0.5% | +1.5% | 0.108% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 132,887 | $3.16M | 1.3% | +47.3% | 0.034% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 78,295 | $1.86M | 0.2% | +6.1% | 0.020% | |
| 8/5/2025 | NewSquare Capital LLC | 446,262 | $10.62M | 0.8% | +0.1% | 0.116% | |
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| 8/5/2025 | Bank of Montreal Can | 10,180 | $242K | 0.0% | +5.4% | 0.003% | |
| 8/5/2025 | Prosperity Wealth Management Inc. | 194,384 | $4.63M | 1.7% | -2.4% | 0.050% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 736,377 | $17.53M | 2.3% | -6.3% | 0.191% | |
| 8/5/2025 | Lifeworks Advisors LLC | 78,672 | $1.87M | 0.3% | -3.0% | 0.020% | |
| 8/4/2025 | Rede Wealth LLC | 66,006 | $1.57M | 0.6% | +7.0% | 0.017% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 499,979 | $11.90M | 0.8% | +24.2% | 0.130% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 49,520 | $1.18M | 0.1% | +3.3% | 0.013% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 227,697 | $5.42M | 1.0% | +7.0% | 0.059% | |
| 8/4/2025 | Arkadios Wealth Advisors | 136,579 | $3.25M | 0.1% | +98.6% | 0.035% | |
| 8/4/2025 | World Investment Advisors | 12,304 | $293K | 0.0% | -18.9% | 0.003% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 218,046 | $5.19M | 0.2% | +27.7% | 0.057% | |
| 8/1/2025 | Austin Private Wealth LLC | 74,934 | $1.78M | 0.1% | +48.6% | 0.019% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 12,240 | $291K | 0.2% | +6.2% | 0.003% | |
| 8/1/2025 | Advisory Alpha LLC | 3,250,699 | $77.37M | 2.4% | -1.7% | 0.844% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,072,223 | $73.12M | 0.0% | -47.6% | 0.798% | |
| 7/31/2025 | Rational Advisors Inc. | 1,054,044 | $25.09M | 2.5% | -3.6% | 0.274% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 3,316,858 | $78.94M | 0.3% | -15.3% | 0.862% | |
| 7/31/2025 | Hobart Private Capital LLC | 178,074 | $4.24M | 1.0% | +9.6% | 0.046% | |
| 7/31/2025 | Jackson Hole Capital Partners LLC | 1,213 | $29K | 0.0% | -76.6% | 0.000% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 62,000 | $1.48M | 0.0% | +106.7% | 0.016% | |
| 7/31/2025 | GenTrust LLC | 199,646 | $4.75M | 0.2% | N/A | 0.052% | |
| 7/30/2025 | Strategic Blueprint LLC | 9,738 | $232K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 50,447 | $1.20M | 0.4% | +44.8% | 0.013% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 341,822 | $8.14M | 1.1% | -37.5% | 0.089% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 58,871 | $1.40M | 0.0% | +4.4% | 0.015% | |
| 7/30/2025 | Brookstone Capital Management | 113,387 | $2.70M | 0.0% | -4.2% | 0.029% | |
| 7/30/2025 | Whittier Trust Co. | 38,995 | $928K | 0.0% | +612.9% | 0.010% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 787,898 | $18.75M | 1.9% | -1.4% | 0.207% | |
| 7/30/2025 | WBH Advisory Inc. | 19,048 | $453K | 0.0% | +23.9% | 0.005% | |
| 7/29/2025 | FLC Capital Advisors | 14,471 | $344K | 0.1% | -92.9% | 0.004% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 1,322 | $31K | 0.0% | +10,916.7% | 0.000% | |
| 7/29/2025 | Stephens Inc. AR | 80,839 | $1.92M | 0.0% | +0.8% | 0.021% | |
| 7/29/2025 | Alaska Wealth Advisors | 175,310 | $4.17M | 0.6% | -1.8% | 0.046% | |
| 7/29/2025 | SAM Advisors LLC | 646,434 | $15.39M | 5.3% | +4.5% | 0.170% | |
| 7/29/2025 | Financial Futures Ltd Liability Co. | 541,068 | $12.88M | 6.9% | +4.0% | 0.142% | |
| 7/29/2025 | Foster & Motley Inc. | 60,604 | $1.44M | 0.1% | +8.4% | 0.016% | |
| 7/29/2025 | Private Trust Co. NA | 4,605 | $110K | 0.0% | -20.0% | 0.001% | |
| 7/29/2025 | Oxbow Advisors LLC | 10,866 | $259K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Aire Advisors LLC | 257,265 | $6.12M | 1.2% | -1.3% | 0.068% | |
| 7/28/2025 | 5th Street Advisors LLC | 387,935 | $9.23M | 4.6% | -0.4% | 0.102% | |
| 7/28/2025 | Toews Corp ADV | 987,300 | $23.50M | 3.4% | N/A | 0.259% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 34,809 | $828K | 0.1% | +36.9% | 0.009% | |
| 7/28/2025 | Mission Hills Financial Advisory LLC | 27,278 | $649K | 0.4% | N/A | 0.007% | |
| 7/28/2025 | Harbour Investments Inc. | 23,574 | $561K | 0.0% | +5.4% | 0.006% | |
| 7/28/2025 | Brown Financial Advisory | 42,148 | $1.00M | 0.6% | +6.8% | 0.011% | |
| 7/28/2025 | RFG Advisory LLC | 140,815 | $3.35M | 0.1% | -11.5% | 0.037% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 29,615 | $705K | 0.1% | +10.9% | 0.008% | |
| 7/25/2025 | Northwest Capital Management Inc | 1,185 | $28K | 0.0% | -92.5% | 0.000% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 92,867 | $2.21M | 0.0% | -68.8% | 0.025% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 74,470 | $1.77M | 0.0% | -35.0% | 0.020% | |
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| 7/25/2025 | MGO One Seven LLC | 578,885 | $13.78M | 0.4% | +10.2% | 0.153% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 1,340,020 | $31.89M | 0.1% | +4.8% | 0.355% | |
| 7/25/2025 | CWM LLC | 1,136,665 | $27.05M | 0.1% | +2.2% | 0.301% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 26,266 | $625K | 0.0% | +156.9% | 0.007% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 58,591 | $1.39M | 2.9% | +9.2% | 0.016% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 33,228 | $791K | 0.4% | -57.7% | 0.009% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 96,582 | $2.30M | 1.7% | +2.1% | 0.026% | |
| 7/24/2025 | IFP Advisors Inc | 143,923 | $3.43M | 0.1% | +713.5% | 0.038% | |
| 7/24/2025 | Blair William & Co. IL | 7,983 | $190K | 0.0% | +429.0% | 0.002% | |
| 7/24/2025 | US Bancorp DE | 5,175,599 | $123.18M | 0.2% | -0.9% | 1.386% | |
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