| 8/28/2025 | Midwestern Financial LLC IA | 2,925 | $295K | 0.3% | N/A | 0.026% | |
| 8/27/2025 | Tribridge Partners Financial LLC | 3,173 | $320K | 0.2% | N/A | 0.029% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 2,892 | $292K | 0.0% | -53.9% | 0.026% | |
| 8/15/2025 | Corient Private Wealth LLC | 324,142 | $32.72M | 0.0% | +78.8% | 2.933% | |
| 8/15/2025 | Stonebridge Capital Advisors LLC | 79,841 | $8.06M | 0.6% | +4.2% | 0.723% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 2,892 | $292K | 0.0% | -53.9% | 0.026% | |
| 8/15/2025 | MML Investors Services LLC | 6,602 | $666K | 0.0% | -5.8% | 0.060% | |
| 8/15/2025 | McIlrath & Eck LLC | 2,922 | $295K | 0.0% | -19.9% | 0.026% | |
| 8/15/2025 | Modern Wealth Management LLC | 12,075 | $1.22M | 0.0% | +397.9% | 0.109% | |
| 8/15/2025 | Boothbay Fund Management LLC | 9,250 | $934K | 0.0% | N/A | 0.084% | |
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| 8/15/2025 | Bank of America Corp DE | 220,608 | $22.27M | 0.0% | +37.6% | 1.996% | |
| 8/14/2025 | Jane Street Group LLC | 90,085 | $9.09M | 0.0% | +126.9% | 0.815% | |
| 8/14/2025 | Raymond James Financial Inc. | 82,238 | $8.30M | 0.0% | +13.9% | 0.744% | |
| 8/14/2025 | Betterment LLC | 3,044 | $307K | 0.0% | N/A | 0.028% | |
| 8/14/2025 | Karpus Management Inc. | 232,100 | $23.43M | 0.8% | +1,057.6% | 2.100% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 4,598 | $464K | 0.0% | +3.3% | 0.042% | |
| 8/14/2025 | NewEdge Advisors LLC | 13,168 | $1.33M | 0.0% | +121.9% | 0.119% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 6,292 | $635K | 0.1% | +1.6% | 0.057% | |
| 8/13/2025 | Flow Traders U.S. LLC | 3,680 | $371K | 0.0% | -52.4% | 0.033% | |
| 8/13/2025 | Brown Advisory Inc. | 33,726 | $3.40M | 0.0% | -15.1% | 0.305% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 8,957 | $904K | 0.0% | -38.8% | 0.081% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 33,311 | $3.36M | 0.0% | +819.9% | 0.301% | |
| 8/13/2025 | Boston Family Office LLC | 2,250 | $227K | 0.0% | N/A | 0.020% | |
| 8/13/2025 | Willis Johnson & Associates Inc. | 3,130 | $316K | 0.0% | N/A | 0.028% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 4,542 | $458K | 0.0% | N/A | 0.041% | |
| 8/13/2025 | Integrity Investment Advisors LLC | 13,422 | $1.36M | 1.0% | -1.1% | 0.121% | |
| 8/13/2025 | Maia Wealth LLC | 3,513 | $355K | 0.1% | +16.0% | 0.032% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 1,385,053 | $139.79M | 0.1% | +10,377.7% | 12.534% | |
| 8/12/2025 | Seeds Investor LLC | 165,459 | $16.70M | 3.9% | +30.3% | 1.497% | |
| 8/12/2025 | Passive Capital Management LLC. | 26,131 | $2.63M | 0.8% | +3.8% | 0.236% | |
| 8/12/2025 | Lodestone Wealth Management LLC | 2,450 | $247K | 0.1% | N/A | 0.022% | |
| 8/11/2025 | VSM Wealth Advisory LLC | 4,968 | $501K | 0.2% | +42.2% | 0.044% | |
| 8/11/2025 | Brown Wealth Management LLC | 23,948 | $2.42M | 0.8% | +806.1% | 0.211% | |
| 8/11/2025 | Diversified Portfolios Inc. | 20,508 | $2.07M | 0.2% | +2.6% | 0.181% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 637,076 | $64.30M | 6.2% | -1.6% | 5.625% | |
| 8/8/2025 | Firestone Capital Management | 42,860 | $4.33M | 1.0% | -5.8% | 0.378% | |
| 8/8/2025 | Cetera Investment Advisers | 103,246 | $10.42M | 0.0% | +48.1% | 0.912% | |
| 8/8/2025 | Altiora Financial Group LLC | 38,831 | $3.92M | 0.8% | -7.8% | 0.343% | |
| 8/8/2025 | Burling Wealth Partners LLC | 2,689 | $271K | 0.1% | N/A | 0.024% | |
| 8/7/2025 | Mayport LLC | 20,649 | $2.08M | 0.5% | -28.7% | 0.182% | |
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| 8/7/2025 | Hughes Financial Services LLC | 68,439 | $6.94M | 1.2% | -0.5% | 0.604% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 3,483 | $352K | 0.0% | N/A | 0.031% | |
| 8/6/2025 | Savant Capital LLC | 40,491 | $4.09M | 0.0% | +69.9% | 0.358% | |
| 8/5/2025 | Jacobson & Schmitt Advisors LLC | 6,807 | $687K | 0.1% | N/A | 0.060% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 6,564 | $662K | 0.3% | +24.2% | 0.058% | |
| 8/5/2025 | Burney Co. | 14,843 | $1.50M | 0.1% | +457.6% | 0.131% | |
| 8/4/2025 | Haven Private LLC | 31,015 | $3.13M | 1.4% | N/A | 0.274% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 9,682 | $977K | 0.2% | N/A | 0.085% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 38,438 | $3.88M | 0.3% | +16.7% | 0.339% | |
| 8/4/2025 | Atria Investments Inc | 24,929 | $2.52M | 0.0% | +12.6% | 0.220% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 9,340 | $943K | 0.0% | N/A | 0.082% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 13,350 | $1.35M | 0.1% | +3.0% | 0.118% | |
| 8/4/2025 | Bristlecone Advisors LLC | 2,001 | $202K | 0.0% | N/A | 0.018% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 11,897 | $1.20M | 1.0% | -9.8% | 0.105% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 35,593 | $3.59M | 0.1% | -1.4% | 0.314% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 65,350 | $6.60M | 0.0% | +26.2% | 0.577% | |
| 7/31/2025 | Topsail Wealth Management LLC | 51,100 | $5.16M | 0.9% | N/A | 0.451% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 14,900 | $1.50M | 0.6% | +52.0% | 0.132% | |
| 7/31/2025 | GenTrust LLC | 23,587 | $2.38M | 0.1% | -31.0% | 0.208% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 19,920 | $2.01M | 1.0% | -2.6% | 0.176% | |
| 7/31/2025 | Planning Center Inc. | 10,664 | $1.08M | 0.1% | -1.4% | 0.094% | |
| 7/30/2025 | Capital Investment Services of America Inc. | 76,470 | $7.72M | 0.7% | -5.3% | 0.675% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 28,302 | $2.86M | 1.2% | +112.5% | 0.250% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 3,592 | $363K | 0.0% | +7.4% | 0.032% | |
| 7/28/2025 | RCS Financial Planning LLC | 6,990 | $705K | 0.4% | -7.8% | 0.062% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 29,326 | $2.96M | 1.0% | +3.2% | 0.259% | |
| 7/28/2025 | Harbour Investments Inc. | 1,688 | $170K | 0.0% | +40.7% | 0.015% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 2,249 | $227K | 0.0% | N/A | 0.020% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,477 | $452K | 0.0% | +19.0% | 0.040% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 5,079 | $513K | 0.2% | N/A | 0.045% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 2,726 | $275K | 0.0% | -3.5% | 0.024% | |
| 7/25/2025 | PrairieView Partners LLC | 29,572 | $2.98M | 0.3% | -27.6% | 0.261% | |
| 7/24/2025 | Eastern Bank | 500 | $50K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | PDS Planning Inc | 2,035 | $205K | 0.0% | N/A | 0.018% | |
| 7/24/2025 | Blair William & Co. IL | 11,014 | $1.11M | 0.0% | N/A | 0.097% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 4,990 | $504K | 0.1% | N/A | 0.044% | |
| 7/23/2025 | Asset Planning Corporation | 2,133 | $215K | 0.1% | N/A | 0.019% | |
| 7/23/2025 | Pillar Financial Advisors LLC | 7,506 | $758K | 0.5% | -6.3% | 0.066% | |
| 7/22/2025 | MGO Private Wealth LLC | 44,419 | $4.48M | 2.9% | +7.5% | 0.392% | |
| 7/22/2025 | Gutierrez Wealth Advisory LLC | 15,376 | $1.55M | 1.0% | N/A | 0.136% | |
| 7/21/2025 | Trellis Wealth Advisors LLC | 3,496 | $353K | 0.2% | -4.8% | 0.031% | |
| 7/21/2025 | Single Point Partners LLC | 13,705 | $1.38M | 0.3% | +11.7% | 0.121% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 4,168 | $421K | 0.3% | N/A | 0.037% | |
| 7/18/2025 | SigFig Wealth Management LLC | 2,681 | $271K | 0.0% | N/A | 0.024% | |
| 7/18/2025 | Truist Financial Corp | 26,042 | $2.63M | 0.0% | +545.9% | 0.230% | |
| 7/17/2025 | XML Financial LLC | 3,415 | $345K | 0.0% | N/A | 0.031% | |
| 7/17/2025 | Gleason Group Inc. | 305,954 | $30.88M | 3.3% | +544.5% | 2.750% | |
| 7/17/2025 | HB Wealth Management LLC | 4,200 | $424K | 0.0% | N/A | 0.038% | |
| 7/17/2025 | Elser Financial Planning Inc | 2,117 | $214K | 0.0% | N/A | 0.019% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 821 | $83K | 0.0% | N/A | 0.007% | |
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| 7/17/2025 | Vermillion Wealth Management Inc. | 1,544 | $156K | 0.1% | -44.3% | 0.014% | |
| 7/17/2025 | Genesis Private Wealth LLC | 26,715 | $2.70M | 1.3% | +10.7% | 0.240% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 15,548 | $1.57M | 0.3% | -83.6% | 0.140% | |
| 7/17/2025 | Stone Summit Wealth LLC | 4,959 | $501K | 0.2% | +14.3% | 0.045% | |
| 7/17/2025 | Avior Wealth Management LLC | 7,190 | $726K | 0.0% | +18.1% | 0.065% | |
| 7/16/2025 | BOS Asset Management LLC | 1,990 | $201K | 0.1% | N/A | 0.018% | |
| 7/16/2025 | Dakota Wealth Management | 29,200 | $2.95M | 0.1% | +80.2% | 0.262% | |
| 7/15/2025 | Avaii Wealth Management LLC | 3,093 | $312K | 0.1% | +22.3% | 0.028% | |
| 7/15/2025 | Alhambra Investment Management LLC | 7,800 | $787K | 0.4% | +62.5% | 0.070% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 360 | $36K | 0.0% | +82.7% | 0.003% | |
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