| 8/1/2025 | Zhang Financial LLC | 3,203 | $897K | 0.0% | -14.7% | 0.015% | |
| 8/1/2025 | Brookwood Investment Group LLC | 1,627 | $456K | 0.1% | -20.6% | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 320,727 | $89.83M | 0.0% | -15.6% | 1.533% | |
| 7/31/2025 | Wealthfront Advisers LLC | 2,300 | $644K | 0.0% | -11.6% | 0.011% | |
| 7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 2,635 | $738K | 0.2% | -7.1% | 0.013% | |
| 7/31/2025 | Sharper & Granite LLC | 22,462 | $6.34M | 2.4% | -3.5% | 0.107% | |
| 7/30/2025 | Sonata Capital Group Inc. | 5,670 | $1.59M | 0.6% | +4.6% | 0.027% | |
| 7/30/2025 | Axiom Financial Strategies LLC | 21,897 | $6.13M | 3.4% | -2.4% | 0.105% | |
| 7/30/2025 | TFB Advisors LLC | 859 | $241K | 0.1% | N/A | 0.004% | |
| 7/30/2025 | Brookstone Capital Management | 1,509 | $423K | 0.0% | -40.3% | 0.007% | |
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| 7/30/2025 | Retirement Planning Group LLC | 1,111 | $311K | 0.0% | -24.9% | 0.005% | |
| 7/30/2025 | BTS Asset Management Inc. | 1,079 | $302K | 0.4% | N/A | 0.005% | |
| 7/30/2025 | D.A. Davidson & CO. | 6,451 | $1.81M | 0.0% | -5.0% | 0.031% | |
| 7/30/2025 | Berkeley Capital Partners LLC | 24,199 | $6.78M | 1.7% | -32.9% | 0.116% | |
| 7/30/2025 | WBH Advisory Inc. | 12,042 | $3.37M | 0.3% | -3.1% | 0.058% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 2,422 | $678K | 0.3% | -11.4% | 0.012% | |
| 7/29/2025 | Salomon & Ludwin LLC | 13,675 | $3.86M | 0.4% | -3.3% | 0.065% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 927 | $271K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 790 | $221K | 0.1% | N/A | 0.004% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 2,083 | $583K | 0.0% | -5.0% | 0.010% | |
| 7/29/2025 | Roof Eidam Maycock Peralta LLC | 780 | $218K | 0.1% | N/A | 0.004% | |
| 7/29/2025 | Activest Wealth Management | 3,273 | $917K | 0.2% | N/A | 0.016% | |
| 7/28/2025 | Harbour Investments Inc. | 4,294 | $1.20M | 0.0% | -8.9% | 0.021% | |
| 7/28/2025 | Courier Capital LLC | 790 | $221K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 24,563 | $6.88M | 1.7% | +3.5% | 0.117% | |
| 7/28/2025 | Perfromance Wealth Partners LLC | 833 | $233K | 0.0% | N/A | 0.004% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 2,459 | $689K | 0.0% | -15.5% | 0.012% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 31,808 | $8.96M | 0.2% | -20.7% | 0.152% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 19,355 | $5.42M | 0.0% | -30.0% | 0.092% | |
| 7/25/2025 | MGO One Seven LLC | 1,245 | $349K | 0.0% | +20.4% | 0.006% | |
| 7/25/2025 | Prostatis Group LLC | 991 | $278K | 0.1% | -14.6% | 0.005% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 855 | $239K | 0.0% | N/A | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,230 | $2.03M | 0.0% | -3.7% | 0.035% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 10,028 | $2.81M | 0.0% | +38.4% | 0.048% | |
| 7/25/2025 | Apollon Financial LLC | 6,376 | $1.79M | 0.4% | -1.1% | 0.030% | |
| 7/24/2025 | Strengthening Families & Communities LLC | 27,622 | $7.71M | 4.3% | -11.5% | 0.132% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 9,808 | $2.75M | 0.3% | -0.7% | 0.047% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 746 | $209K | 0.1% | N/A | 0.004% | |
| 7/24/2025 | IFP Advisors Inc | 1,180 | $330K | 0.0% | -3.5% | 0.006% | |
| 7/24/2025 | Blair William & Co. IL | 18,024 | $5.05M | 0.0% | -1.1% | 0.086% | |
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| 7/23/2025 | Capital Management Associates Inc | 3,421 | $958K | 0.3% | N/A | 0.016% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,928 | $3.06M | 0.3% | N/A | 0.052% | |
| 7/23/2025 | WESPAC Advisors LLC | 4,817 | $1.35M | 0.9% | N/A | 0.023% | |
| 7/23/2025 | Madden Advisory Services Inc. | 6,880 | $1.93M | 0.8% | +1.5% | 0.033% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 4,783 | $1.34M | 0.0% | -22.3% | 0.023% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 3,068 | $859K | 0.0% | N/A | 0.015% | |
| 7/22/2025 | Joule Financial LLC | 10,964 | $3.07M | 1.0% | +5.8% | 0.053% | |
| 7/22/2025 | DAVENPORT & Co LLC | 2,534 | $710K | 0.0% | +4.5% | 0.012% | |
| 7/22/2025 | Grimes & Company Inc. | 14,874 | $4.17M | 0.1% | N/A | 0.071% | |
| 7/22/2025 | Olistico Wealth LLC | 2,511 | $703K | 0.4% | -6.9% | 0.012% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 2,675 | $749K | 0.0% | +4.5% | 0.013% | |
| 7/22/2025 | Compass Financial Group INC SD | 135,898 | $38.06M | 6.2% | +1.0% | 0.652% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 5,067 | $1.42M | 0.1% | -4.8% | 0.024% | |
| 7/21/2025 | QRG Capital Management Inc. | 782 | $219K | 0.0% | -8.5% | 0.004% | |
| 7/21/2025 | Curran Financial Partners LLC | 14,669 | $4.11M | 0.9% | N/A | 0.070% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,195 | $1.46M | 0.1% | -21.1% | 0.025% | |
| 7/21/2025 | Asset Advisors Investment Management LLC | 2,205 | $618K | 0.1% | -2.2% | 0.011% | |
| 7/21/2025 | Exchange Capital Management Inc. | 35,523 | $9.95M | 1.5% | +2.7% | 0.170% | |
| 7/21/2025 | Trinity Legacy Partners LLC | 39,562 | $11.31M | 2.7% | -0.2% | 0.190% | |
| 7/18/2025 | Woodward Diversified Capital LLC | 4,706 | $1.32M | 0.7% | +75.7% | 0.023% | |
| 7/18/2025 | PFG Investments LLC | 729 | $204K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 2,032 | $569K | 0.1% | -28.5% | 0.010% | |
| 7/18/2025 | Financial Consulate Inc. | 1,749 | $490K | 0.1% | N/A | 0.008% | |
| 7/18/2025 | Truist Financial Corp | 68,048 | $19.06M | 0.0% | +46.7% | 0.326% | |
| 7/17/2025 | Bluesphere Advisors LLC | 1,247 | $349K | 0.2% | -8.9% | 0.006% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 665 | $186K | 0.1% | N/A | 0.003% | |
| 7/17/2025 | HB Wealth Management LLC | 2,358 | $661K | 0.0% | -13.7% | 0.011% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 38,369 | $10.75M | 0.0% | -1.1% | 0.182% | |
| 7/17/2025 | Fifth Third Securities Inc. | 2,255 | $632K | 0.0% | +1.9% | 0.011% | |
| 7/17/2025 | Heritage Investment Group Inc. | 939 | $263K | 0.0% | -10.7% | 0.004% | |
| 7/17/2025 | RBA Wealth Management LLC | 3,567 | $999K | 0.4% | +2.3% | 0.017% | |
| 7/16/2025 | Brown Lisle Cummings Inc. | 3,025 | $847K | 0.2% | -3.2% | 0.014% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 45,767 | $12.82M | 2.7% | -7.0% | 0.217% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 300 | $84K | 0.0% | -13.0% | 0.001% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 777 | $218K | 0.1% | +3,008.0% | 0.004% | |
| 7/16/2025 | CX Institutional | 1,104 | $309K | 0.0% | -40.7% | 0.005% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 62,388 | $17.47M | 5.6% | +12.6% | 0.296% | |
| 7/16/2025 | Banque Pictet & Cie SA | 1,735 | $486K | 0.0% | -48.8% | 0.008% | |
| 7/16/2025 | Register Financial Advisors LLC | 90 | $25K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | Kennicott Capital Management LLC | 1,344 | $376K | 0.2% | -70.6% | 0.006% | |
| 7/15/2025 | McAdam LLC | 1,264 | $354K | 0.0% | +14.4% | 0.006% | |
| 7/15/2025 | Retireful LLC | 8,124 | $2.28M | 1.6% | N/A | 0.038% | |
| 7/15/2025 | Fifth Third Bancorp | 5,932 | $1.66M | 0.0% | -2.1% | 0.028% | |
| 7/15/2025 | Sheets Smith Wealth Management | 9,904 | $2.77M | 0.3% | +0.8% | 0.047% | |
| 7/15/2025 | Optima Capital LLC | 2,073 | $581K | 0.3% | -40.9% | 0.010% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 199 | $56K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 7,139 | $2.00M | 0.1% | -1.6% | 0.034% | |
| 7/14/2025 | Financial Advisory Partners LLC | 15,916 | $4.46M | 1.4% | +1.9% | 0.075% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,984 | $556K | 0.0% | +17.6% | 0.009% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 1,095 | $307K | 0.0% | N/A | 0.005% | |
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| 7/11/2025 | Capital Advantage Inc. | 51,830 | $14.52M | 2.3% | -0.8% | 0.246% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,036 | $850K | 0.0% | +16.2% | 0.014% | |
| 7/11/2025 | CX Institutional | 1,104 | $309K | 0.0% | -40.7% | 0.005% | |
| 7/11/2025 | Bridge Creek Capital Management LLC | 735 | $206K | 0.1% | N/A | 0.003% | |
| 7/11/2025 | Luts & Greenleigh Group Inc. | 776 | $217K | 0.2% | N/A | 0.004% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 389,357 | $109.05M | 0.0% | N/A | 1.866% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 17,500 | $4.90M | 0.1% | -17.3% | 0.084% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 9,862 | $2.81M | 0.1% | -3.9% | 0.047% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 31,713 | $9.02M | 0.0% | +280.0% | 0.152% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 2,123 | $595K | 0.2% | -50.8% | 0.010% | |
