| 8/1/2025 | New York Life Investment Management LLC | 2,612,190 | $63.29M | 0.6% | N/A | 5.824% | |
| 8/1/2025 | Advisory Alpha LLC | 29,031 | $703K | 0.0% | +8.4% | 0.065% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 115,943 | $2.81M | 1.5% | +2.1% | 0.259% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 750,910 | $18.20M | 0.0% | -9.0% | 1.674% | |
| 7/31/2025 | Prentice Wealth Management LLC | 532,052 | $12.89M | 3.4% | -31.0% | 1.186% | |
| 7/29/2025 | Aire Advisors LLC | 259,002 | $6.28M | 1.2% | -0.9% | 0.577% | |
| 7/28/2025 | WealthPLAN Partners LLC | 150,667 | $3.65M | 0.6% | -34.5% | 0.336% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 735,647 | $17.83M | 1.3% | +24.5% | 1.640% | |
| 7/28/2025 | Mission Hills Financial Advisory LLC | 159,672 | $3.87M | 2.4% | +16.1% | 0.356% | |
| 7/28/2025 | DORVAL Corp | 610,381 | $14.79M | 5.3% | -13.4% | 1.361% | |
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| 7/28/2025 | Wilmington Savings Fund Society FSB | 22,154 | $537K | 0.0% | N/A | 0.049% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 46,234 | $1.12M | 0.0% | -44.3% | 0.103% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 20,887 | $506K | 0.0% | -64.7% | 0.047% | |
| 7/24/2025 | IFP Advisors Inc | 30,765 | $745K | 0.0% | -35.5% | 0.069% | |
| 7/23/2025 | Elm3 Financial Group LLC | 30,068 | $729K | 0.6% | -2.0% | 0.067% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 1,539,692 | $37.31M | 8.3% | +1.4% | 3.433% | |
| 7/21/2025 | Curran Financial Partners LLC | 356,750 | $8.64M | 1.9% | N/A | 0.795% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,950 | $144K | 0.0% | -54.8% | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 90,430 | $2.19M | 0.0% | +8.8% | 0.202% | |
| 7/17/2025 | Trivium Point Advisory LLC | 121,372 | $2.94M | 0.3% | +4.0% | 0.271% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 29,956 | $726K | 0.0% | -2.0% | 0.067% | |
| 7/17/2025 | Fifth Third Securities Inc. | 209,246 | $5.07M | 0.4% | -0.3% | 0.467% | |
| 7/16/2025 | Marmo Financial Group LLC | 105,559 | $2.56M | 1.3% | +0.6% | 0.235% | |
| 7/16/2025 | Eagle Global Advisors LLC | 55,790 | $1.35M | 0.1% | -3.5% | 0.124% | |
| 7/16/2025 | Kathmere Capital Management LLC | 63,025 | $1.53M | 0.1% | +4.0% | 0.141% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 9,953 | $241K | 0.2% | -33.1% | 0.022% | |
| 7/16/2025 | Perigon Wealth Management LLC | 183,705 | $4.45M | 0.1% | -20.1% | 0.410% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 22,298 | $540K | 0.3% | -21.5% | 0.050% | |
| 7/15/2025 | McAdam LLC | 54,458 | $1.32M | 0.1% | +37.5% | 0.121% | |
| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 26,023 | $631K | 0.2% | -78.4% | 0.058% | |
| 7/14/2025 | AdvisorNet Financial Inc | 138,455 | $3.36M | 0.2% | +37.5% | 0.309% | |
| 7/14/2025 | IronOak Wealth LLC. | 72,007 | $1.75M | 1.7% | N/A | 0.161% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 65,481 | $1.59M | 0.5% | +22.4% | 0.146% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,176 | $150K | 0.0% | -24.5% | 0.014% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 43,448 | $1.05M | 0.1% | -7.1% | 0.097% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 49,117 | $1.19M | 0.0% | -8.6% | 0.110% | |
| 7/10/2025 | Focus Financial Network Inc. | 29,100 | $705K | 0.0% | +12.4% | 0.065% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 151,305 | $3.67M | 0.3% | -16.6% | 0.337% | |
| 7/10/2025 | Sovran Advisors LLC | 121,595 | $2.94M | 0.3% | +135.1% | 0.271% | |
| 7/9/2025 | Capital Wealth Management LLC | 56,915 | $1.38M | 0.5% | -3.1% | 0.127% | |
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| 7/9/2025 | Fiduciary Alliance LLC | 42,500 | $1.03M | 0.1% | N/A | 0.095% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 39,944 | $968K | 0.4% | -14.5% | 0.089% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 29,099 | $702K | 0.1% | +133.2% | 0.065% | |
| 5/28/2025 | Wealth Management Associates Inc. | 47,925 | $1.15M | 0.5% | N/A | 0.108% | |
| 5/28/2025 | Intrua Financial LLC | 27,140 | $653K | 0.1% | N/A | 0.061% | |
| 5/21/2025 | McAdam LLC | 39,611 | $953K | 0.1% | +70.5% | 0.089% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,550 | $61K | 0.0% | +218.8% | 0.006% | |
| 5/20/2025 | Integrity Alliance LLC. | 62,373 | $1.50M | 0.1% | N/A | 0.140% | |
| 5/19/2025 | Jane Street Group LLC | 76,836 | $1.85M | 0.0% | N/A | 0.176% | |
| 5/19/2025 | Advisory Alpha LLC | 26,791 | $645K | 0.0% | +36.3% | 0.062% | |
| 5/15/2025 | Royal Bank of Canada | 271,330 | $6.53M | 0.0% | -39.6% | 0.623% | |
| 5/14/2025 | Freedom Investment Management Inc. | 19,755 | $475K | 0.0% | +4.7% | 0.045% | |
| 5/14/2025 | TFB Advisors LLC | 11,156 | $269K | 0.1% | +7.0% | 0.026% | |
| 5/14/2025 | JT Stratford LLC | 25,478 | $613K | 0.1% | -3.6% | 0.059% | |
| 5/14/2025 | Andina Capital Management LLC | 125,344 | $3.02M | 2.1% | -7.6% | 0.288% | |
| 5/13/2025 | Global View Capital Management LLC | 20,746 | $499K | 0.2% | -16.3% | 0.048% | |
| 5/13/2025 | CacheTech Inc. | 39,903 | $960K | 0.2% | +26.7% | 0.092% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 204,193 | $4.92M | 0.0% | +204,093.0% | 0.469% | |
| 5/13/2025 | Raymond James Financial Inc. | 369,983 | $8.91M | 0.0% | +21.2% | 0.850% | |
| 5/13/2025 | Adams Wealth Management | 39,903 | $960K | 0.2% | +26.7% | 0.092% | |
| 5/13/2025 | Trivium Point Advisory LLC | 116,686 | $2.81M | 0.3% | +29.5% | 0.268% | |
| 5/13/2025 | Anfield Capital Management LLC | 4,846 | $117K | 0.0% | +40.0% | 0.011% | |
| 5/12/2025 | Eagle Global Advisors LLC | 57,790 | $1.39M | 0.1% | +109.3% | 0.133% | |
| 5/12/2025 | WealthPLAN Partners LLC | 230,081 | $5.54M | 0.8% | +1.7% | 0.528% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 590,708 | $14.22M | 1.4% | +2.3% | 1.356% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 31,975 | $770K | 0.1% | +5.2% | 0.073% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 83,001 | $2.00M | 0.0% | +31.1% | 0.191% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 60,016 | $1.45M | 0.0% | -3.8% | 0.138% | |
| 5/8/2025 | Private Advisory Group LLC | 217,547 | $5.24M | 0.6% | N/A | 0.500% | |
| 5/8/2025 | Arkadios Wealth Advisors | 20,042 | $482K | 0.0% | +3.5% | 0.046% | |
| 5/8/2025 | Independence Financial Advisors LLC | 225,706 | $5.43M | 2.1% | N/A | 0.518% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 239,798 | $5.77M | 0.1% | +2.6% | 0.551% | |
| 5/7/2025 | LPL Financial LLC | 1,259,273 | $30.31M | 0.0% | +15.5% | 2.892% | |
| 5/6/2025 | Assetmark Inc. | 528,117 | $12.71M | 0.0% | +5.5% | 1.213% | |
| 5/6/2025 | Cetera Investment Advisers | 447,172 | $10.76M | 0.0% | +82.8% | 1.027% | |
| 5/6/2025 | Kovack Advisors Inc. | 78,797 | $1.90M | 0.2% | +31.8% | 0.181% | |
| 5/6/2025 | Elm3 Financial Group LLC | 30,689 | $739K | 0.6% | +9.4% | 0.070% | |
| 5/6/2025 | Sage Advisory Services Ltd.Co. | 352,892 | $8.49M | 5.0% | +22.1% | 0.810% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 113,563 | $2.73M | 1.5% | -0.6% | 0.261% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 17,363 | $418K | 0.2% | -22.1% | 0.040% | |
| 5/5/2025 | Aire Advisors LLC | 261,352 | $6.29M | 1.3% | +1.2% | 0.600% | |
| 5/5/2025 | IFP Advisors Inc | 47,731 | $1.15M | 0.0% | +1.6% | 0.110% | |
| 5/5/2025 | OneAscent Financial Services LLC | 83,150 | $2.00M | 0.1% | +6.2% | 0.191% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 633,401 | $15.25M | 4.1% | +21.2% | 1.454% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 14,870 | $358K | 0.3% | +21.7% | 0.034% | |
| 5/1/2025 | FDx Advisors Inc. | 34,045 | $819K | 0.3% | -6.5% | 0.078% | |
| 5/1/2025 | Kathmere Capital Management LLC | 60,627 | $1.46M | 0.1% | +7.5% | 0.139% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 40,744 | $981K | 0.4% | +5.8% | 0.094% | |
| 5/1/2025 | Fulcrum Equity Management | 11,957 | $288K | 0.3% | -11.7% | 0.027% | |
| 5/1/2025 | Fifth Third Securities Inc. | 209,931 | $5.05M | 0.4% | +3.6% | 0.482% | |
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| 4/29/2025 | Sightline Wealth Advisors LLC | 28,416 | $684K | 0.4% | -69.5% | 0.065% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 825,247 | $19.86M | 0.0% | +50.0% | 1.895% | |
| 4/29/2025 | Bank of New York Mellon Corp | 701,420 | $16.88M | 0.0% | -4.5% | 1.611% | |
| 4/29/2025 | World Investment Advisors | 26,325 | $634K | 0.0% | +4.3% | 0.060% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 46,746 | $1.13M | 0.1% | N/A | 0.107% | |
| 4/29/2025 | Calamos Advisors LLC | 820,185 | $19.74M | 0.1% | +2.3% | 1.883% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 120,630 | $2.90M | 1.3% | +5.6% | 0.277% | |
| 4/25/2025 | Waterfront Wealth Inc. | 20,447 | $492K | 0.1% | +4.6% | 0.045% | |
| 4/25/2025 | Sovran Advisors LLC | 51,728 | $1.22M | 0.2% | +325.4% | 0.115% | |
| 4/24/2025 | Sunbelt Securities Inc. | 8,081 | $195K | 0.0% | -19.5% | 0.018% | |
