| 8/15/2025 | Captrust Financial Advisors | 250,133 | $11.87M | 0.0% | -48.9% | 0.799% | |
| 8/15/2025 | Ameriprise Financial Inc. | 853,852 | $40.54M | 0.0% | +12.8% | 2.728% | |
| 8/14/2025 | NewEdge Advisors LLC | 42,073 | $2.00M | 0.0% | -57.9% | 0.134% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 575 | $27K | 0.0% | -38.7% | 0.002% | |
| 8/13/2025 | Correct Capital Wealth Management | 92,769 | $4.40M | 0.6% | -2.4% | 0.296% | |
| 8/12/2025 | JPMorgan Chase & Co. | 225,545 | $10.71M | 0.0% | -57.1% | 0.721% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,434 | $68K | 0.0% | +36.7% | 0.005% | |
| 8/8/2025 | IMA Advisory Services Inc. | 269,294 | $12.79M | 1.4% | +2.4% | 0.860% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 95,560 | $4.54M | 3.9% | +5.1% | 0.305% | |
| 8/6/2025 | First Horizon Advisors Inc. | 3,147 | $149K | 0.0% | -35.7% | 0.010% | |
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| 8/5/2025 | Tsfg LLC | 1,556 | $74K | 0.0% | -67.0% | 0.005% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,322 | $110K | 0.0% | -97.9% | 0.007% | |
| 8/4/2025 | Arkadios Wealth Advisors | 15,761 | $748K | 0.0% | +12.9% | 0.050% | |
| 7/31/2025 | Atlatl Advisers LLC | 7,822 | $371K | 0.2% | -34.5% | 0.025% | |
| 7/31/2025 | Opus Capital Group LLC | 6,141 | $292K | 0.0% | +4.5% | 0.020% | |
| 7/30/2025 | Strategic Blueprint LLC | 12,500 | $593K | 0.0% | -23.6% | 0.040% | |
| 7/23/2025 | NBT Bank N A NY | 9,045 | $429K | 0.0% | +5.2% | 0.029% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 7,777 | $369K | 0.0% | -2.7% | 0.025% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 2,358 | $112K | 0.0% | -61.5% | 0.008% | |
| 7/21/2025 | Ameriflex Group Inc. | 1,795 | $85K | 0.0% | +66.4% | 0.006% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 2,940 | $140K | 0.0% | N/A | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 34,131 | $1.62M | 0.0% | -66.6% | 0.109% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,307 | $252K | 0.0% | -49.5% | 0.017% | |
| 5/22/2025 | BOS Asset Management LLC | 5,928 | $279K | 0.1% | +7.5% | 0.017% | |
| 5/21/2025 | Westbourne Investments Inc. | 17,123 | $806K | 0.5% | +1.5% | 0.050% | |
| 5/16/2025 | Ascent Group LLC | 55,918 | $2.63M | 0.1% | +193.3% | 0.162% | |
| 5/16/2025 | Kestra Investment Management LLC | 63,492 | $2.81M | 0.1% | -86.1% | 0.184% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 999 | $47K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 99,933 | $4.71M | 0.0% | +15.0% | 0.290% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 34,308 | $1.62M | 0.0% | N/A | 0.099% | |
| 5/16/2025 | Cook Wealth LLC | 14,791 | $681K | 0.3% | +5.5% | 0.043% | |
| 5/16/2025 | Copperleaf Capital LLC | 9,065 | $427K | 0.3% | N/A | 0.026% | |
| 5/15/2025 | Capital Investment Counsel LLC | 291,149 | $13.71M | 2.3% | +16.6% | 0.844% | |
| 5/15/2025 | Royal Bank of Canada | 23,331 | $1.10M | 0.0% | +27.9% | 0.068% | |
| 5/15/2025 | Betterment LLC | 222,167 | $10.46M | 0.0% | +23.2% | 0.644% | |
| 5/14/2025 | Triad Wealth Partners LLC | 68,081 | $3.21M | 1.0% | +9.0% | 0.197% | |
| 5/14/2025 | CreativeOne Wealth LLC | 54,766 | $2.58M | 0.1% | +1.6% | 0.159% | |
| 5/14/2025 | PKS Advisory Services LLC | 5,477 | $258K | 0.1% | N/A | 0.016% | |
| 5/14/2025 | Comerica Bank | 5,593 | $263K | 0.0% | +10.9% | 0.016% | |
| 5/14/2025 | Synovus Financial Corp | 13,516 | $636K | 0.0% | N/A | 0.039% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,737 | $270K | 0.0% | -12.4% | 0.017% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 157,017 | $7.39M | 0.5% | +17.8% | 0.455% | |
| 5/14/2025 | Kestra Advisory Services LLC | 49,247 | $2.32M | 0.0% | +4.0% | 0.143% | |
| 5/14/2025 | Compound Planning Inc. | 192,001 | $9.04M | 0.4% | +14.2% | 0.557% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 4,435 | $209K | 0.1% | N/A | 0.013% | |
| 5/14/2025 | TFB Advisors LLC | 20,333 | $957K | 0.3% | +49.4% | 0.059% | |
| 5/13/2025 | Raymond James Financial Inc. | 105,987 | $4.99M | 0.0% | +24.2% | 0.307% | |
| 5/13/2025 | State of New Jersey Common Pension Fund D | 563,120 | $26.52M | 0.1% | -53.6% | 1.632% | |
| 5/13/2025 | High Falls Advisors Inc | 14,754 | $695K | 0.2% | +4.1% | 0.043% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 71,627 | $3.37M | 0.0% | -0.6% | 0.208% | |
| 5/13/2025 | Stone House Investment Management LLC | 3,263 | $154K | 0.0% | N/A | 0.009% | |
| 5/13/2025 | HighTower Advisors LLC | 21,992 | $1.04M | 0.0% | +2.5% | 0.064% | |
| 5/12/2025 | Meridian Wealth Management LLC | 7,920 | $373K | 0.0% | +22.6% | 0.023% | |
| 5/12/2025 | Independent Advisor Alliance | 5,446 | $256K | 0.0% | -30.3% | 0.016% | |
| 5/12/2025 | Renaissancere Holdings Ltd. | 5,057,726 | $238.17M | 38.1% | N/A | 14.660% | |
| 5/12/2025 | Savvy Advisors Inc. | 59,626 | $2.81M | 0.3% | +118.7% | 0.173% | |
| 5/9/2025 | Tidemark LLC | 16,481 | $776K | 0.3% | +682.6% | 0.048% | |
| 5/9/2025 | WealthShield Partners LLC | 8,759 | $412K | 0.1% | +5.6% | 0.025% | |
| 5/9/2025 | Twin City Private Wealth LLC | 1,122 | $53K | 0.0% | -23.8% | 0.003% | |
| 5/9/2025 | Wealthspire Advisors LLC | 1,243,992 | $58.58M | 0.3% | +4.7% | 3.606% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 40,906 | $1.93M | 0.0% | +0.6% | 0.119% | |
| 5/9/2025 | ROI Financial Advisors LLC | 10,112 | $476K | 0.3% | +43.1% | 0.029% | |
| 5/9/2025 | Liberty Wealth Management LLC | 12,001 | $565K | 0.0% | +90.4% | 0.035% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,049 | $49K | 0.0% | +342.6% | 0.003% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 4,687 | $221K | 0.1% | +58.1% | 0.014% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 11,409 | $537K | 0.2% | N/A | 0.033% | |
| 5/8/2025 | Arkadios Wealth Advisors | 13,962 | $657K | 0.0% | +45.9% | 0.040% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 144,124 | $6.79M | 0.1% | +40.5% | 0.418% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 5,098 | $240K | 0.0% | +9.0% | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 1,128,859 | $53.16M | 0.0% | -20.2% | 3.272% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 5,383 | $253K | 0.0% | +10.7% | 0.016% | |
| 5/7/2025 | Security Financial Services INC. | 31,916 | $1.50M | 0.3% | -8.2% | 0.093% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 4,438 | $209K | 0.0% | N/A | 0.013% | |
| 5/7/2025 | Keystone Financial Group Inc. | 1,946 | $90K | 0.1% | N/A | 0.006% | |
| 5/6/2025 | Assetmark Inc. | 605,844 | $28.53M | 0.1% | +2.7% | 1.756% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 11,708 | $551K | 0.3% | -2.2% | 0.034% | |
| 5/6/2025 | Cetera Investment Advisers | 437,594 | $20.61M | 0.0% | -1.1% | 1.268% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 56,366 | $2.65M | 0.0% | +10.9% | 0.163% | |
| 5/6/2025 | AE Wealth Management LLC | 14,909 | $702K | 0.0% | +122.2% | 0.043% | |
| 5/6/2025 | Blume Capital Management Inc. | 1,670 | $79K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Summit Wealth Partners LLC | 23,184 | $1.09M | 0.2% | -19.6% | 0.067% | |
| 5/6/2025 | IMA Advisory Services Inc. | 262,984 | $12.38M | 1.5% | -6.1% | 0.762% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 5,483 | $258K | 0.1% | -51.2% | 0.016% | |
| 5/5/2025 | West Wealth Group LLC | 8,654 | $406K | 0.1% | +10.6% | 0.025% | |
| 5/5/2025 | Midwest Capital Advisors LLC | 25,626 | $1.21M | 0.7% | +12.8% | 0.074% | |
| 5/5/2025 | IFP Advisors Inc | 27,552 | $1.30M | 0.0% | +88.6% | 0.080% | |
| 5/5/2025 | Dahring Cusmano LLC | 179,411 | $8.45M | 7.3% | +7.8% | 0.520% | |
| 5/5/2025 | Private Advisor Group LLC | 24,856 | $1.17M | 0.0% | +43.4% | 0.072% | |
| 5/5/2025 | Diversify Advisory Services LLC | 4,798 | $224K | 0.0% | N/A | 0.014% | |
| 5/5/2025 | Riverchase Wealth Management LLC | 12,125 | $571K | 0.4% | +63.6% | 0.035% | |
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| 5/2/2025 | Armor Investment Advisors LLC | 19,654 | $926K | 0.4% | +2.8% | 0.057% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 14,479 | $682K | 0.0% | +9.2% | 0.042% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 66,304 | $3.12M | 0.0% | +15.2% | 0.192% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 9,975 | $470K | 0.3% | +11.6% | 0.029% | |
| 5/2/2025 | Summit X LLC | 56,364 | $2.65M | 0.6% | -17.2% | 0.163% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 6,009 | $283K | 0.1% | N/A | 0.017% | |
| 5/2/2025 | PAX Financial Group LLC | 6,054 | $285K | 0.1% | -22.9% | 0.018% | |
| 5/2/2025 | Apollon Wealth Management LLC | 32,681 | $1.54M | 0.0% | +5.0% | 0.095% | |
| 5/2/2025 | Sigma Planning Corp | 4,457 | $210K | 0.0% | N/A | 0.013% | |
| 5/1/2025 | CWM LLC | 502,686 | $23.67M | 0.1% | +53.9% | 1.457% | |
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