| 8/1/2025 | Envestnet Asset Management Inc. | 887,784 | $40.37M | 0.0% | -14.5% | 2.163% | |
| 7/31/2025 | GenTrust LLC | 19,466 | $885K | 0.0% | -6.7% | 0.047% | |
| 7/30/2025 | Strategic Blueprint LLC | 15,663 | $712K | 0.0% | -49.0% | 0.038% | |
| 7/30/2025 | Granite Harbor Advisors Inc. | 78,012 | $3.55M | 1.7% | +12.0% | 0.190% | |
| 7/30/2025 | Family Capital Management Inc. | 11,258 | $512K | 0.3% | -3.7% | 0.027% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 318,001 | $14.46M | 0.6% | -1.2% | 0.775% | |
| 7/30/2025 | WBH Advisory Inc. | 13,222 | $601K | 0.1% | N/A | 0.032% | |
| 7/28/2025 | Davidson Investment Advisors | 350,047 | $15.92M | 0.7% | +0.1% | 0.853% | |
| 7/28/2025 | J.Safra Asset Management Corp | 48,404 | $2.20M | 0.2% | N/A | 0.118% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 79,696 | $3.62M | 0.1% | +1,608.4% | 0.194% | |
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| 7/25/2025 | ONE Advisory Partners LLC | 12,766 | $578K | 0.2% | +26.2% | 0.031% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 3,043 | $138K | 0.0% | -42.0% | 0.007% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 84,423 | $3.84M | 0.4% | -47.7% | 0.206% | |
| 7/23/2025 | SteelPeak Wealth LLC | 59,887 | $2.72M | 0.1% | +2.6% | 0.146% | |
| 7/22/2025 | OLD National Bancorp IN | 127,818 | $5.81M | 0.1% | -28.4% | 0.311% | |
| 7/22/2025 | Gutierrez Wealth Advisory LLC | 13,598 | $618K | 0.4% | N/A | 0.033% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,183 | $54K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,874 | $722K | 0.0% | -34.6% | 0.039% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 15,554 | $707K | 0.0% | +51.2% | 0.038% | |
| 7/18/2025 | Truist Financial Corp | 76,933 | $3.50M | 0.0% | -12.3% | 0.187% | |
| 7/17/2025 | XML Financial LLC | 26,483 | $1.20M | 0.1% | -6.5% | 0.065% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 11,166 | $508K | 0.0% | -4.0% | 0.027% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 11,148 | $507K | 0.1% | -16.5% | 0.027% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 27,214 | $1.24M | 0.1% | -2.0% | 0.066% | |
| 7/16/2025 | Perigon Wealth Management LLC | 14,334 | $652K | 0.0% | N/A | 0.035% | |
| 7/16/2025 | Magnus Financial Group LLC | 9,189 | $418K | 0.0% | -16.2% | 0.022% | |
| 7/15/2025 | TD Private Client Wealth LLC | 5,993 | $273K | 0.0% | +16.6% | 0.015% | |
| 7/15/2025 | Mather Group LLC. | 447,121 | $20.33M | 0.2% | +49.7% | 1.089% | |
| 7/14/2025 | Park Avenue Securities LLC | 101,524 | $4.62M | 0.0% | -7.8% | 0.247% | |
| 7/11/2025 | CX Institutional | 721,021 | $32.79M | 1.1% | -3.8% | 1.756% | |
| 7/10/2025 | Fulton Bank N.A. | 51,670 | $2.35M | 0.1% | +14.0% | 0.126% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 643,409 | $29.25M | 0.0% | -6.5% | 1.567% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 156,012 | $7.09M | 3.7% | +2.5% | 0.380% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 35,959 | $1.64M | 0.1% | N/A | 0.088% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 14,986 | $681K | 0.0% | -58.5% | 0.037% | |
| 7/8/2025 | Gradient Investments LLC | 9,802 | $446K | 0.0% | +10.0% | 0.024% | |
| 7/7/2025 | RDA Financial Network | 6,875 | $313K | 0.1% | N/A | 0.017% | |
| 5/22/2025 | Mattson Financial Services LLC | 693 | $32K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 871,399 | $39.66M | 0.0% | N/A | 2.022% | |
| 5/16/2025 | NewEdge Advisors LLC | 29,331 | $1.34M | 0.0% | -52.0% | 0.068% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 17,203 | $783K | 0.0% | N/A | 0.040% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 146,190 | $6.65M | 0.0% | -3.5% | 0.339% | |
| 5/16/2025 | AQR Capital Management LLC | 5,421 | $247K | 0.0% | N/A | 0.013% | |
| 5/15/2025 | Royal Bank of Canada | 95,704 | $4.36M | 0.0% | -35.8% | 0.222% | |
| 5/14/2025 | Jane Street Group LLC | 1,297,799 | $59.06M | 0.0% | N/A | 3.011% | |
| 5/14/2025 | Comerica Bank | 22,730 | $1.03M | 0.0% | +16.1% | 0.053% | |
| 5/14/2025 | Apexium Financial LP | 7,496 | $341K | 0.0% | +20.0% | 0.017% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,471,917 | $112.50M | 0.1% | -23.5% | 5.735% | |
| 5/14/2025 | Flow Traders U.S. LLC | 8,895 | $405K | 0.0% | N/A | 0.021% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 6,186 | $282K | 0.0% | -14.5% | 0.014% | |
| 5/13/2025 | Granite Harbor Advisors Inc. | 69,680 | $3.17M | 1.7% | +3.6% | 0.162% | |
| 5/13/2025 | Keystone Global Partners LLC | 1,027 | $47K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | Raymond James Financial Inc. | 172,605 | $7.86M | 0.0% | +9.8% | 0.400% | |
| 5/13/2025 | NFP Retirement Inc. | 9,037 | $411K | 0.0% | -12.4% | 0.021% | |
| 5/13/2025 | HighTower Advisors LLC | 358,037 | $16.29M | 0.0% | -1.8% | 0.831% | |
| 5/12/2025 | Northeast Financial Group Inc. | 5,535 | $252K | 0.1% | -43.9% | 0.013% | |
| 5/12/2025 | Aveo Capital Partners LLC | 11,921 | $540K | 0.1% | +17.9% | 0.028% | |
| 5/12/2025 | Condor Capital Management | 245,726 | $11.18M | 1.0% | +4.9% | 0.570% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,062 | $48K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | 1834 Investment Advisors Co. | 13,349 | $608K | 0.1% | -7.4% | 0.031% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,550 | $253K | 0.0% | +21.6% | 0.013% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 19,211 | $874K | 0.3% | -22.9% | 0.045% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 14,962 | $681K | 0.2% | N/A | 0.035% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 20,910 | $952K | 0.0% | +9.2% | 0.049% | |
| 5/8/2025 | US Bancorp DE | 28,890 | $1.32M | 0.0% | +2.9% | 0.067% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 152,222 | $6.93M | 3.8% | -0.8% | 0.353% | |
| 5/7/2025 | Ameraudi Asset Management Inc. | 11,400 | $519K | 0.3% | +65.5% | 0.026% | |
| 5/7/2025 | LPL Financial LLC | 1,818,572 | $82.76M | 0.0% | +2.6% | 4.219% | |
| 5/7/2025 | Brandywine Oak Private Wealth LLC | 161,504 | $7.35M | 0.7% | +4.6% | 0.375% | |
| 5/6/2025 | Assetmark Inc. | 701 | $32K | 0.0% | -78.6% | 0.002% | |
| 5/6/2025 | Cetera Investment Advisers | 192,175 | $8.75M | 0.0% | -0.3% | 0.446% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,794 | $628K | 0.0% | N/A | 0.032% | |
| 5/6/2025 | Goodwin Investment Advisory | 24,679 | $1.12M | 1.7% | -53.9% | 0.057% | |
| 5/2/2025 | James Investment Research Inc. | 5,963 | $271K | 0.0% | -50.6% | 0.015% | |
| 5/1/2025 | CWM LLC | 27,076 | $1.23M | 0.0% | -18.8% | 0.066% | |
| 5/1/2025 | Stephens Inc. AR | 7,052 | $321K | 0.0% | +4.2% | 0.017% | |
| 5/1/2025 | SteelPeak Wealth LLC | 58,388 | $2.66M | 0.1% | +17.9% | 0.143% | |
| 4/30/2025 | Cerity Partners LLC | 98,386 | $4.48M | 0.0% | -3.1% | 0.241% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 4,665 | $212K | 0.0% | -86.5% | 0.011% | |
| 4/30/2025 | Davidson Investment Advisors | 349,662 | $15.91M | 0.8% | +4.3% | 0.857% | |
| 4/29/2025 | Financial Counselors Inc. | 38,226 | $1.74M | 0.0% | +20.4% | 0.094% | |
| 4/29/2025 | TD Private Client Wealth LLC | 5,141 | $234K | 0.0% | -92.1% | 0.013% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,038,748 | $47.27M | 0.0% | -14.0% | 2.546% | |
| 4/29/2025 | World Investment Advisors | 12,019 | $547K | 0.0% | +13.3% | 0.029% | |
| 4/29/2025 | Columbia River Financial Group LLC | 16,912 | $769K | 0.5% | +8.0% | 0.041% | |
| 4/29/2025 | Strategic Blueprint LLC | 30,739 | $1.40M | 0.1% | +255.8% | 0.075% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 335,521 | $15.27M | 0.2% | +55.6% | 0.822% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,797 | $218K | 0.0% | -70.7% | 0.012% | |
| 4/25/2025 | Mather Group LLC. | 298,695 | $13.59M | 0.2% | -0.1% | 0.732% | |
| 4/25/2025 | Westside Investment Management Inc. | 21,376 | $973K | 0.2% | +3.8% | 0.052% | |
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| 4/25/2025 | Avidian Wealth Enterprises LLC | 321,958 | $14.65M | 0.7% | -27.0% | 0.789% | |
| 4/23/2025 | GenTrust LLC | 20,865 | $950K | 0.0% | +27.6% | 0.051% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 25,704 | $1.17M | 0.0% | -8.4% | 0.063% | |
| 4/22/2025 | XML Financial LLC | 28,328 | $1.29M | 0.1% | +1.5% | 0.069% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 5,245 | $239K | 0.0% | +10,390.0% | 0.013% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 62,279 | $2.83M | 0.0% | -6.3% | 0.153% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 14,905 | $678K | 0.6% | -3.7% | 0.037% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,434 | $384K | 0.0% | -34.9% | 0.021% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 68,962 | $3.14M | 0.2% | +1.9% | 0.169% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 4,457 | $203K | 0.0% | N/A | 0.011% | |
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