| 8/15/2025 | Ameriprise Financial Inc. | 996,346 | $45.27M | 0.0% | +15.3% | 3.578% | |
| 8/14/2025 | NewEdge Advisors LLC | 17,609 | $800K | 0.0% | +1.7% | 0.063% | |
| 8/12/2025 | FreeGulliver LLC | 53,387 | $2.43M | 1.1% | +2.0% | 0.192% | |
| 8/12/2025 | JPMorgan Chase & Co. | 317,402 | $14.42M | 0.0% | +47.0% | 1.140% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 5,410 | $246K | 0.0% | -5.7% | 0.019% | |
| 8/6/2025 | First Horizon Advisors Inc. | 9,856 | $448K | 0.0% | +38.2% | 0.035% | |
| 8/5/2025 | Bank of New York Mellon Corp | 184,007 | $8.36M | 0.0% | +14.6% | 0.661% | |
| 7/29/2025 | Hoese & Co LLP | 59,519 | $2.70M | 2.2% | +6.9% | 0.214% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 35,134 | $1.60M | 0.0% | -5.2% | 0.126% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 508,100 | $23.09M | 0.1% | -1.9% | 1.824% | |
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| 7/16/2025 | ORG Partners LLC | 72,939 | $3.31M | 0.7% | +5.7% | 0.262% | |
| 7/11/2025 | Farther Finance Advisors LLC | 29,703 | $1.35M | 0.0% | -19.8% | 0.107% | |
| 7/8/2025 | Parallel Advisors LLC | 47,549 | $2.16M | 0.0% | -28.9% | 0.171% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 167,232 | $7.53M | 0.3% | +2.6% | 0.692% | |
| 5/19/2025 | Jane Street Group LLC | 155,508 | $7.00M | 0.0% | +772.6% | 0.644% | |
| 5/16/2025 | Ascent Group LLC | 45,778 | $2.06M | 0.1% | +95.2% | 0.190% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,189 | $324K | 0.0% | -5.1% | 0.030% | |
| 5/16/2025 | NewEdge Advisors LLC | 17,307 | $779K | 0.0% | -24.6% | 0.072% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 134,160 | $6.04M | 0.1% | N/A | 0.556% | |
| 5/16/2025 | Copperleaf Capital LLC | 7,343 | $331K | 0.2% | -68.1% | 0.030% | |
| 5/15/2025 | Royal Bank of Canada | 471,525 | $21.22M | 0.0% | +30.3% | 1.952% | |
| 5/15/2025 | Betterment LLC | 634,891 | $28.58M | 0.1% | +31.8% | 2.629% | |
| 5/14/2025 | Compound Planning Inc. | 4,795 | $216K | 0.0% | N/A | 0.020% | |
| 5/14/2025 | Ameriprise Financial Inc. | 864,507 | $38.91M | 0.0% | +10.5% | 3.580% | |
| 5/14/2025 | Flow Traders U.S. LLC | 31,429 | $1.42M | 0.1% | -12.1% | 0.130% | |
| 5/14/2025 | Vertex Planning Partners LLC | 13,171 | $593K | 0.1% | +30.6% | 0.055% | |
| 5/13/2025 | Raymond James Financial Inc. | 139,029 | $6.26M | 0.0% | -29.4% | 0.576% | |
| 5/13/2025 | State of New Jersey Common Pension Fund D | 1,621,932 | $73.00M | 0.3% | +14.1% | 6.716% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 11,713 | $527K | 0.0% | -28.5% | 0.049% | |
| 5/13/2025 | Trivium Point Advisory LLC | 54,659 | $2.46M | 0.3% | +81.9% | 0.226% | |
| 5/12/2025 | Eagle Global Advisors LLC | 15,750 | $709K | 0.0% | +32.4% | 0.065% | |
| 5/12/2025 | National Bank of Canada FI | 15,154 | $682K | 0.0% | +8.8% | 0.063% | |
| 5/9/2025 | Tidemark LLC | 15,386 | $693K | 0.3% | -66.4% | 0.064% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 5,738 | $258K | 0.0% | +31.2% | 0.024% | |
| 5/8/2025 | IFG Advisory LLC | 5,108 | $230K | 0.0% | +12.1% | 0.021% | |
| 5/8/2025 | Harbour Investments Inc. | 96,488 | $4.34M | 0.1% | +22.1% | 0.400% | |
| 5/8/2025 | NorthRock Partners LLC | 33,484 | $1.51M | 0.1% | N/A | 0.139% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 262,730 | $11.83M | 0.3% | +61.2% | 1.088% | |
| 5/7/2025 | LPL Financial LLC | 1,414,795 | $63.68M | 0.0% | +7.3% | 5.858% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 7,255 | $327K | 0.0% | +25.7% | 0.030% | |
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| 5/7/2025 | BlueStem Wealth Partners LLC | 275,079 | $12.38M | 1.7% | -7.4% | 1.139% | |
| 5/7/2025 | HB Wealth Management LLC | 30,204 | $1.36M | 0.0% | N/A | 0.125% | |
| 5/6/2025 | Cetera Investment Advisers | 152,333 | $6.86M | 0.0% | -4.8% | 0.631% | |
| 5/6/2025 | FreeGulliver LLC | 52,343 | $2.36M | 1.2% | +2.5% | 0.217% | |
| 5/5/2025 | Lunt Capital Management Inc. | 73,359 | $3.30M | 1.2% | +27.2% | 0.304% | |
| 5/5/2025 | Midwest Capital Advisors LLC | 1,675 | $75K | 0.0% | -31.2% | 0.007% | |
| 5/5/2025 | IFP Advisors Inc | 63,976 | $2.88M | 0.1% | +40.4% | 0.265% | |
| 5/5/2025 | Private Advisor Group LLC | 226,072 | $10.18M | 0.1% | -20.3% | 0.936% | |
| 5/2/2025 | Patton Albertson Miller Group LLC | 42,279 | $1.90M | 0.3% | +29.1% | 0.175% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 43,617 | $1.96M | 0.0% | +19.4% | 0.181% | |
| 5/2/2025 | Shared Vision Wealth Group LLC | 35,263 | $1.59M | 0.9% | +6.7% | 0.146% | |
| 5/2/2025 | Sigma Planning Corp | 22,689 | $1.02M | 0.0% | -33.2% | 0.094% | |
| 5/1/2025 | CWM LLC | 793,692 | $35.72M | 0.1% | -4.0% | 3.287% | |
| 5/1/2025 | MA Private Wealth | 21,228 | $955K | 0.2% | -2.6% | 0.088% | |
| 5/1/2025 | ADE LLC | 9,311 | $419K | 0.2% | +8.5% | 0.039% | |
| 4/30/2025 | Cerity Partners LLC | 19,039 | $857K | 0.0% | -3.6% | 0.079% | |
| 4/30/2025 | Leavell Investment Management Inc. | 4,880 | $220K | 0.0% | -21.0% | 0.020% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 12,013 | $541K | 0.0% | +18.2% | 0.050% | |
| 4/30/2025 | Stratos Investment Management LLC | 886,851 | $39.92M | 2.1% | +6.2% | 3.672% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,862,573 | $83.83M | 0.0% | +23.9% | 7.665% | |
| 4/29/2025 | Forte Asset Management LLC | 26,766 | $1.21M | 0.6% | +19.6% | 0.110% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 262,288 | $11.81M | 1.9% | +3.7% | 1.079% | |
| 4/29/2025 | Bank of New York Mellon Corp | 160,594 | $7.23M | 0.0% | +34.7% | 0.661% | |
| 4/29/2025 | World Investment Advisors | 4,455 | $201K | 0.0% | -76.6% | 0.018% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 624,538 | $28.11M | 0.3% | +17.5% | 2.570% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 32,925 | $1.48M | 0.1% | +15.8% | 0.135% | |
| 4/28/2025 | Buffington Mohr McNeal | 5,875 | $264K | 0.1% | -83.9% | 0.024% | |
| 4/28/2025 | Able Wealth Management LLC | 16,649 | $749K | 0.4% | +234.6% | 0.069% | |
| 4/28/2025 | First Horizon Advisors Inc. | 7,132 | $321K | 0.0% | +20.6% | 0.029% | |
| 4/28/2025 | Swmg LLC | 41,617 | $1.86M | 0.7% | +48.1% | 0.171% | |
| 4/28/2025 | Rossby Financial LCC | 728 | $33K | 0.0% | N/A | 0.003% | |
| 4/25/2025 | Sovran Advisors LLC | 19,441 | $861K | 0.1% | +17.2% | 0.080% | |
| 4/25/2025 | Convergence Financial LLC | 28,725 | $1.29M | 0.3% | -2.2% | 0.118% | |
| 4/24/2025 | Altus Wealth Management LLC | 43,898 | $1.98M | 0.9% | +5.1% | 0.181% | |
| 4/23/2025 | DORVAL Corp | 204,216 | $9.25M | 3.7% | +2.2% | 0.840% | |
| 4/23/2025 | Systelligence LLC | 156,982 | $7.07M | 1.7% | +72.9% | 0.646% | |
| 4/21/2025 | CPA Asset Management LLC | 119,462 | $5.38M | 2.4% | +5.8% | 0.492% | |
| 4/21/2025 | ORG Partners LLC | 68,983 | $3.10M | 0.8% | +58.7% | 0.284% | |
| 4/21/2025 | DecisionMap Wealth Management LLC | 6,522 | $294K | 0.2% | +20.7% | 0.027% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 47,734 | $2.15M | 0.0% | -15.8% | 0.196% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 63,896 | $2.88M | 0.5% | +7.0% | 0.263% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 22,089 | $994K | 0.0% | +19.9% | 0.091% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 517,705 | $23.30M | 0.1% | +32.1% | 2.130% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 13,168 | $593K | 0.0% | +14.8% | 0.054% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 184,991 | $8.33M | 0.1% | -14.1% | 0.761% | |
| 4/17/2025 | Dohj LLC | 83,283 | $3.75M | 0.9% | +23.9% | 0.343% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 611,374 | $27.52M | 0.5% | N/A | 2.516% | |
| 4/15/2025 | Two West Capital Advisors LLC | 20,101 | $877K | 0.7% | +23.8% | 0.083% | |
| 4/15/2025 | Ameliora Wealth Management Ltd. | 521,558 | $23.48M | 8.8% | +4.7% | 2.146% | |
| 4/14/2025 | Farther Finance Advisors LLC | 37,040 | $1.66M | 0.0% | +54.8% | 0.152% | |
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| 4/14/2025 | Park Avenue Securities LLC | 79,224 | $3.57M | 0.0% | +32.0% | 0.326% | |
| 4/11/2025 | Hoese & Co LLP | 55,679 | $2.51M | 2.2% | +2.6% | 0.229% | |
| 4/10/2025 | Breakwater Capital Group | 87,018 | $3.92M | 0.7% | +52.6% | 0.358% | |
| 4/10/2025 | Fermata Advisors LLC | 38,911 | $1.75M | 0.3% | +125.9% | 0.160% | |
| 4/10/2025 | Accel Wealth Management | 64,237 | $2.89M | 1.0% | +20.3% | 0.264% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,131,051 | $50.91M | 2.3% | +3.7% | 4.655% | |
| 4/9/2025 | RFG Advisory LLC | 22,208 | $1M | 0.0% | +74.7% | 0.091% | |
| 4/9/2025 | Merit Financial Group LLC | 192,141 | $8.65M | 0.1% | +1,236.8% | 0.791% | |
| 4/8/2025 | Parallel Advisors LLC | 66,868 | $3.01M | 0.1% | -86.1% | 0.274% | |
| 4/2/2025 | Waller Financial Planning Group Inc. | 488,616 | $21.99M | 6.2% | -2.9% | 2.003% | |
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