| 8/1/2025 | PCA Investment Advisory Services Inc. | 10,106 | $618K | 0.3% | N/A | 0.032% | |
| 8/1/2025 | GWN Securities Inc. | 4,919 | $301K | 0.1% | -45.1% | 0.016% | |
| 8/1/2025 | Bessemer Group Inc. | 4,000 | $245K | 0.0% | -4.8% | 0.013% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 208,812 | $12.77M | 1.0% | -8.1% | 0.662% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 235,727 | $14.42M | 0.0% | -30.3% | 0.747% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 10,047 | $614K | 0.2% | +5.1% | 0.032% | |
| 7/30/2025 | D.A. Davidson & CO. | 47,820 | $2.93M | 0.0% | +14.5% | 0.152% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 131,167 | $8.02M | 0.1% | -11.4% | 0.416% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 21,712 | $1.33M | 0.1% | +2.5% | 0.069% | |
| 7/30/2025 | Fairway Wealth LLC | 8,799 | $538K | 0.1% | +43.2% | 0.028% | |
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| 7/30/2025 | Evermay Wealth Management LLC | 2,873 | $176K | 0.0% | -64.8% | 0.009% | |
| 7/29/2025 | Orin Green Financial LLC | 3,276 | $200K | 0.1% | -10.1% | 0.010% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 3,690 | $232K | 0.0% | N/A | 0.012% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 86,942 | $5.32M | 1.5% | +0.6% | 0.276% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,060 | $493K | 0.0% | +2.4% | 0.026% | |
| 7/28/2025 | IFG Advisors LLC | 233,177 | $14.26M | 2.4% | +0.6% | 0.739% | |
| 7/28/2025 | Mutual Advisors LLC | 22,275 | $1.40M | 0.0% | +1.3% | 0.071% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 7,694 | $471K | 0.0% | +5.2% | 0.024% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 73,688 | $4.51M | 0.3% | -9.4% | 0.234% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 46,103 | $2.82M | 0.1% | -39.9% | 0.146% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,406 | $698K | 0.0% | -71.0% | 0.036% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 5,532 | $338K | 0.0% | -4.4% | 0.018% | |
| 7/25/2025 | Prostatis Group LLC | 7,292 | $446K | 0.1% | N/A | 0.023% | |
| 7/25/2025 | CWM LLC | 117,176 | $7.17M | 0.0% | +5.0% | 0.371% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 6,150 | $376K | 0.0% | -5.0% | 0.019% | |
| 7/24/2025 | Blair William & Co. IL | 18,645 | $1.14M | 0.0% | +824.9% | 0.059% | |
| 7/24/2025 | US Bancorp DE | 118,850 | $7.27M | 0.0% | -0.9% | 0.377% | |
| 7/22/2025 | AWM Capital LLC | 165,658 | $10.13M | 1.1% | -15.6% | 0.525% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 19,371 | $1.19M | 0.0% | -22.6% | 0.061% | |
| 7/22/2025 | Merit Financial Group LLC | 103,944 | $6.36M | 0.1% | +2,919.9% | 0.329% | |
| 7/22/2025 | OLD National Bancorp IN | 7,282 | $445K | 0.0% | N/A | 0.023% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 8,109 | $496K | 0.0% | N/A | 0.026% | |
| 7/22/2025 | Accel Wealth Management | 9,397 | $575K | 0.2% | -13.9% | 0.030% | |
| 7/21/2025 | Ameriflex Group Inc. | 966 | $58K | 0.0% | -57.8% | 0.003% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,513 | $154K | 0.0% | -46.9% | 0.008% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 54,912 | $3.36M | 0.4% | +6.7% | 0.174% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 6,730 | $412K | 0.0% | -20.4% | 0.021% | |
| 7/18/2025 | Truist Financial Corp | 6,981 | $427K | 0.0% | -29.2% | 0.022% | |
| 7/17/2025 | Capital Investment Advisors LLC | 24,302 | $1.49M | 0.0% | -3.3% | 0.077% | |
| 7/17/2025 | HB Wealth Management LLC | 5,023 | $307K | 0.0% | -67.7% | 0.016% | |
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| 7/17/2025 | Avior Wealth Management LLC | 50,605 | $3.10M | 0.1% | +112.7% | 0.160% | |
| 7/16/2025 | CX Institutional | 718 | $44K | 0.0% | +360.3% | 0.002% | |
| 7/16/2025 | Dakota Wealth Management | 16,267 | $995K | 0.0% | -3.5% | 0.052% | |
| 7/15/2025 | TD Private Client Wealth LLC | 5,393 | $330K | 0.0% | +6.9% | 0.017% | |
| 7/15/2025 | Mather Group LLC. | 5,702 | $349K | 0.0% | -33.2% | 0.018% | |
| 7/15/2025 | Brewster Financial Planning LLC | 158,035 | $9.67M | 6.5% | +2.4% | 0.501% | |
| 7/15/2025 | Ballentine Partners LLC | 120,367 | $7.36M | 0.1% | +0.4% | 0.382% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 6,674 | $408K | 0.3% | +2.6% | 0.021% | |
| 7/15/2025 | Fifth Third Bancorp | 202,818 | $12.40M | 0.0% | -3.3% | 0.643% | |
| 7/15/2025 | Bank of Stockton | 20,361 | $1.25M | 0.4% | -18.2% | 0.065% | |
| 7/14/2025 | Steigerwald Gordon & Koch Inc. | 6,084 | $372K | 0.0% | -5.1% | 0.019% | |
| 7/11/2025 | Arrow Investment Advisors LLC | 22,663 | $1.39M | 1.2% | -6.6% | 0.072% | |
| 7/11/2025 | CX Institutional | 718 | $44K | 0.0% | +360.3% | 0.002% | |
| 7/11/2025 | William Howard & Co Financial Advisors Inc | 160,195 | $9.80M | 8.5% | +0.9% | 0.508% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 40,141 | $2.48M | 0.0% | -12.4% | 0.127% | |
| 7/10/2025 | Tompkins Financial Corp | 951 | $58K | 0.0% | +161.3% | 0.003% | |
| 7/9/2025 | Westshore Wealth LLC | 8,121 | $497K | 0.2% | +8.7% | 0.026% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 8,924 | $546K | 0.1% | -5.7% | 0.028% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 256,086 | $15.66M | 1.1% | +0.7% | 0.812% | |
| 7/9/2025 | Breakwater Capital Group | 3,690 | $226K | 0.0% | N/A | 0.012% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 6,045 | $370K | 0.4% | +2.9% | 0.019% | |
| 7/8/2025 | Range Financial Group LLC | 8,881 | $543K | 0.2% | -4.4% | 0.028% | |
| 7/8/2025 | First National Corp MA ADV | 34,675 | $2.12M | 0.4% | +5.7% | 0.110% | |
| 7/7/2025 | Horizons Wealth Management | 14,711 | $900K | 0.6% | +4.3% | 0.047% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 7,711 | $475K | 0.0% | +5.1% | 0.024% | |
| 7/3/2025 | Garde Capital Inc. | 86,063 | $5.26M | 0.3% | -0.6% | 0.273% | |
| 7/2/2025 | HBW Advisory Services LLC | 429 | $26K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 49,949 | $3.07M | 0.2% | -4.8% | 0.157% | |
| 5/20/2025 | Focus Partners Wealth | 137,698 | $8.47M | 0.0% | -0.8% | 0.432% | |
| 5/19/2025 | SCS Capital Management LLC | 12,952 | $797K | 0.0% | N/A | 0.041% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 27,399 | $1.69M | 0.0% | -22.8% | 0.087% | |
| 5/16/2025 | Jones Financial Companies Lllp | 56,284 | $3.46M | 0.0% | +8,213.7% | 0.177% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 47,188 | $2.90M | 1.6% | -0.9% | 0.148% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,398 | $1.01M | 0.0% | -5.5% | 0.051% | |
| 5/16/2025 | Alexis Investment Partners LLC | 105,278 | $6.41M | 3.1% | +5.3% | 0.331% | |
| 5/15/2025 | EP Wealth Advisors LLC | 6,881 | $423K | 0.0% | -10.3% | 0.022% | |
| 5/15/2025 | Royal Bank of Canada | 465,141 | $28.62M | 0.0% | +17.5% | 1.460% | |
| 5/15/2025 | MAI Capital Management | 3,727 | $229K | 0.0% | -12.0% | 0.012% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 480,915 | $29.59M | 1.5% | +6.8% | 1.510% | |
| 5/15/2025 | Baird Financial Group Inc. | 91,555 | $5.63M | 0.0% | -1.5% | 0.287% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,995 | $615K | 0.0% | -10.0% | 0.031% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 57,589 | $3.54M | 0.5% | -3.9% | 0.181% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 33,427 | $2.06M | 0.0% | -0.7% | 0.105% | |
| 5/14/2025 | Comerica Bank | 45,023 | $2.77M | 0.0% | +8.1% | 0.141% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,147,157 | $132.12M | 0.1% | +3.3% | 6.741% | |
| 5/14/2025 | Kestra Advisory Services LLC | 413,484 | $25.44M | 0.1% | -23.4% | 1.298% | |
| 5/14/2025 | CW Advisors LLC | 9,480 | $583K | 0.0% | N/A | 0.030% | |
| 5/14/2025 | Asset Management Group Inc. | 95,409 | $5.87M | 1.1% | -3.0% | 0.300% | |
| 5/14/2025 | Capital Analysts LLC | 21,212 | $1.31M | 0.0% | +66.9% | 0.067% | |
| 5/13/2025 | Raymond James Financial Inc. | 626,390 | $38.54M | 0.0% | +6.8% | 1.967% | |
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| 5/13/2025 | Cresset Asset Management LLC | 88,835 | $5.47M | 0.0% | +9.1% | 0.279% | |
| 5/13/2025 | NFP Retirement Inc. | 11,658 | $717K | 0.1% | N/A | 0.037% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,429 | $149K | 0.0% | -36.0% | 0.008% | |
| 5/13/2025 | HighTower Advisors LLC | 140,190 | $8.63M | 0.0% | -25.6% | 0.440% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 19,739 | $1.22M | 0.2% | -4.7% | 0.062% | |
| 5/12/2025 | Frank Rimerman Advisors LLC | 33,699 | $2.07M | 0.2% | -4.2% | 0.106% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 227,125 | $13.98M | 1.2% | -1.7% | 0.713% | |
| 5/12/2025 | National Bank of Canada FI | 201,655 | $12.41M | 0.0% | -1.0% | 0.633% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 18,453 | $1.14M | 0.6% | +2.3% | 0.058% | |
| 5/9/2025 | Wealthspire Advisors LLC | 21,000 | $1.29M | 0.0% | +102.2% | 0.066% | |
