| 8/1/2025 | Winebrenner Capital Management LLC | 34,779 | $1.75M | 1.4% | -20.6% | 0.009% | |
| 8/1/2025 | Howard Capital Management Inc. | 2,036,000 | $102.43M | 1.2% | +4.9% | 0.545% | |
| 8/1/2025 | Liberty Wealth Management LLC | 4,095 | $206K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 49,566 | $2.49M | 0.1% | +2.5% | 0.013% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 45,413 | $2.29M | 0.4% | +3.1% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,588,826 | $79.93M | 0.0% | +1.1% | 0.425% | |
| 7/31/2025 | Wealthfront Advisers LLC | 84,950 | $4.27M | 0.0% | +29.6% | 0.023% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 224,281 | $11.28M | 1.3% | -1.7% | 0.060% | |
| 7/31/2025 | Mason & Associates Inc | 171,499 | $8.63M | 2.0% | -24.7% | 0.046% | |
| 7/31/2025 | BIP Alliance LLC | 20,818 | $1.05M | 0.4% | -60.2% | 0.006% | |
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| 7/31/2025 | BIP Wealth LLC | 5,474,972 | $275.45M | 17.0% | -5.1% | 1.465% | |
| 7/31/2025 | Hobart Private Capital LLC | 86,587 | $4.36M | 1.0% | +13.2% | 0.023% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 17,670 | $889K | 0.3% | -5.8% | 0.005% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 83,808 | $4.22M | 0.5% | +64.2% | 0.022% | |
| 7/31/2025 | Trademark Financial Management LLC | 10,531 | $530K | 0.3% | -19.1% | 0.003% | |
| 7/31/2025 | AlTi Global Inc. | 182,406 | $9.18M | 0.2% | -10.1% | 0.049% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 1,439,759 | $72.43M | 5.6% | +1.8% | 0.385% | |
| 7/31/2025 | Sharper & Granite LLC | 414,813 | $20.87M | 7.9% | +12.8% | 0.111% | |
| 7/30/2025 | Insight Advisors LLC PA | 6,036 | $304K | 0.0% | -66.6% | 0.002% | |
| 7/30/2025 | Strategic Blueprint LLC | 9,308 | $468K | 0.0% | +8.8% | 0.002% | |
| 7/30/2025 | LifeWealth Investments LLC | 265,204 | $13.34M | 4.3% | +22.0% | 0.071% | |
| 7/30/2025 | Brookstone Capital Management | 5,931 | $298K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Chokshi & Queen Wealth Advisors Inc | 6,430 | $323K | 0.2% | -25.5% | 0.002% | |
| 7/30/2025 | D.A. Davidson & CO. | 129,623 | $6.52M | 0.0% | -12.7% | 0.035% | |
| 7/30/2025 | Legacy Wealth Asset Management LLC | 32,917 | $1.66M | 0.4% | +1.1% | 0.009% | |
| 7/29/2025 | Stephens Inc. AR | 697,312 | $35.08M | 0.5% | -17.6% | 0.187% | |
| 7/29/2025 | Altus Wealth Group LLC | 7,459 | $375K | 0.2% | -10.1% | 0.002% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 338,567 | $17.03M | 12.2% | -13.1% | 0.091% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 30,622 | $1.54M | 0.0% | -2.7% | 0.008% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 83,378 | $4.20M | 0.8% | +2.3% | 0.022% | |
| 7/29/2025 | Carmel Capital Partners LLC | 596,792 | $30.03M | 10.5% | -14.1% | 0.160% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 213,068 | $10.72M | 0.1% | -1.8% | 0.057% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 40,801 | $2.05M | 0.1% | +135.8% | 0.011% | |
| 7/29/2025 | Private Trust Co. NA | 17,989 | $905K | 0.1% | -50.9% | 0.005% | |
| 7/29/2025 | Portland Financial Advisors Inc | 45,948 | $2.31M | 5.6% | +3.1% | 0.012% | |
| 7/29/2025 | Activest Wealth Management | 138,054 | $6.95M | 1.7% | -0.6% | 0.037% | |
| 7/29/2025 | Latitude Advisors LLC | 7,213 | $363K | 0.2% | -47.1% | 0.002% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 104,069 | $5.24M | 1.7% | +5.3% | 0.028% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 12,271 | $617K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | Uptick Partners LLC | 672,397 | $33.83M | 9.7% | -12.5% | 0.180% | |
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| 7/28/2025 | Capital Management Corp VA | 192,210 | $9.67M | 1.6% | -5.3% | 0.051% | |
| 7/28/2025 | Mutual Advisors LLC | 20,713 | $1.05M | 0.0% | +115.0% | 0.006% | |
| 7/28/2025 | Lunt Capital Management Inc. | 1,051,232 | $52.89M | 20.2% | -15.7% | 0.281% | |
| 7/28/2025 | DORVAL Corp | 321,802 | $16.19M | 5.8% | -13.7% | 0.086% | |
| 7/28/2025 | Harbour Investments Inc. | 6,909 | $348K | 0.0% | -12.6% | 0.002% | |
| 7/28/2025 | Brown Financial Advisory | 4,667 | $235K | 0.1% | N/A | 0.001% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 22,320 | $1.12M | 0.0% | +2,876.0% | 0.006% | |
| 7/28/2025 | Kiker Wealth Management LLC | 781 | $39K | 0.0% | -64.6% | 0.000% | |
| 7/28/2025 | RFG Advisory LLC | 55,273 | $2.78M | 0.1% | -20.3% | 0.015% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 252,879 | $12.72M | 0.3% | +35.6% | 0.068% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 100,118 | $5.04M | 2.0% | -33.8% | 0.027% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 210,150 | $10.57M | 0.2% | -44.7% | 0.056% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 31,773 | $1.60M | 0.0% | +13.4% | 0.009% | |
| 7/25/2025 | Cascade Investment Advisors Inc. | 14,922 | $751K | 0.5% | +10.8% | 0.004% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 9,862 | $496K | 0.0% | -6.0% | 0.003% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 170,168 | $8.56M | 2.5% | -30.5% | 0.046% | |
| 7/25/2025 | Integrated Capital Management Inc. | 28,251 | $1.42M | 1.1% | +13.2% | 0.008% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 118,548 | $5.96M | 0.9% | -41.8% | 0.032% | |
| 7/25/2025 | Acorn Creek Capital LLC | 263,419 | $13.25M | 5.5% | +19.8% | 0.070% | |
| 7/25/2025 | Prostatis Group LLC | 6,427 | $323K | 0.1% | +8.0% | 0.002% | |
| 7/25/2025 | SPC Financial Inc. | 955,512 | $48.07M | 4.0% | +26.1% | 0.256% | |
| 7/25/2025 | CWM LLC | 749,385 | $37.70M | 0.1% | +12.0% | 0.201% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 311,914 | $15.69M | 0.3% | -3.9% | 0.083% | |
| 7/25/2025 | 1858 Wealth Management LLC | 60,867 | $3.06M | 2.3% | N/A | 0.016% | |
| 7/25/2025 | GFS Advisors LLC | 15,240 | $767K | 0.1% | -2.8% | 0.004% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 22,976 | $1.16M | 0.8% | -87.6% | 0.006% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 43,624 | $2.20M | 1.7% | +65.7% | 0.012% | |
| 7/24/2025 | Eastern Bank | 5,230 | $263K | 0.0% | +210.4% | 0.001% | |
| 7/24/2025 | Fourpath Capital Management LLC | 651,001 | $32.75M | 5.2% | +58.1% | 0.174% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 13,127 | $660K | 0.0% | +32.2% | 0.004% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 44,206 | $2.22M | 1.4% | -13.6% | 0.012% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 253,909 | $12.77M | 4.8% | +130.2% | 0.068% | |
| 7/24/2025 | Vantage Point Financial LLC | 87,911 | $4.42M | 1.9% | -24.8% | 0.024% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 714,063 | $35.92M | 3.5% | +2.0% | 0.191% | |
| 7/24/2025 | IFP Advisors Inc | 51,592 | $2.60M | 0.1% | -33.1% | 0.014% | |
| 7/24/2025 | Financial Security Advisor Inc. | 329,928 | $16.60M | 3.8% | +4.4% | 0.088% | |
| 7/24/2025 | Blair William & Co. IL | 1,008,963 | $50.76M | 0.1% | -0.8% | 0.270% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 14,494 | $729K | 0.1% | -1.6% | 0.004% | |
| 7/24/2025 | Leo Wealth LLC | 533,436 | $26.84M | 2.1% | +136.2% | 0.143% | |
| 7/23/2025 | Tectonic Advisors LLC | 282,984 | $14.24M | 0.8% | +14.2% | 0.076% | |
| 7/23/2025 | Eagle Strategies LLC | 267,364 | $13.45M | 2.0% | +2.2% | 0.072% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 195,521 | $9.86M | 2.3% | +1.1% | 0.052% | |
| 7/23/2025 | Morton Capital Management LLC CA | 1,494,721 | $75.20M | 13.3% | +7.7% | 0.401% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 15,002 | $755K | 0.0% | -34.5% | 0.004% | |
| 7/23/2025 | Venturi Wealth Management LLC | 12,018 | $605K | 0.0% | N/A | 0.003% | |
| 7/23/2025 | Friedenthal Financial | 21,825 | $1.10M | 0.6% | +294.2% | 0.006% | |
| 7/23/2025 | First Financial Group Corp | 58,375 | $2.94M | 2.9% | +9.6% | 0.016% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 5,371 | $270K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Euro Pacific Asset Management LLC | 6,720 | $338K | 0.1% | -62.1% | 0.002% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 6,000 | $302K | 0.1% | N/A | 0.002% | |
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| 7/23/2025 | Mraz Amerine & Associates Inc. | 187,937 | $9.46M | 1.5% | +55.9% | 0.050% | |
| 7/22/2025 | Belpointe Asset Management LLC | 110,839 | $5.58M | 0.2% | -4.4% | 0.030% | |
| 7/22/2025 | Euro Pacific Asset Management LLC | 6,720 | $338K | 0.1% | -62.1% | 0.002% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 14,234 | $716K | 0.1% | N/A | 0.004% | |
| 7/22/2025 | DAVENPORT & Co LLC | 1,170,660 | $58.90M | 0.3% | +3.7% | 0.314% | |
| 7/22/2025 | Global Assets Advisory LLC | 43,132 | $2.17M | 0.8% | -70.1% | 0.012% | |
| 7/22/2025 | Merit Financial Group LLC | 223,866 | $11.26M | 0.1% | +19.6% | 0.060% | |
| 7/22/2025 | Kickstand Ventures LLC. | 14,234 | $716K | 0.2% | +245.0% | 0.004% | |
| 7/22/2025 | Simplicity Wealth LLC | 9,892 | $498K | 0.0% | +12.0% | 0.003% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 708,479 | $35.64M | 17.9% | -8.6% | 0.190% | |
