| 8/14/2025 | Raymond James Financial Inc. | 158,394 | $10.74M | 0.0% | -13.9% | 0.738% | |
| 8/14/2025 | NewEdge Advisors LLC | 6,304 | $427K | 0.0% | +299.7% | 0.029% | |
| 8/14/2025 | Certuity LLC | 10,676 | $724K | 0.1% | -3.3% | 0.050% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 115,875 | $7.85M | 0.3% | N/A | 0.540% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 9,219 | $625K | 0.0% | -23.4% | 0.043% | |
| 8/13/2025 | SageView Advisory Group LLC | 5,081 | $357K | 0.0% | -8.3% | 0.024% | |
| 8/13/2025 | Cresset Asset Management LLC | 603,824 | $40.93M | 0.2% | -12.9% | 2.815% | |
| 8/13/2025 | Baird Financial Group Inc. | 46,169 | $3.13M | 0.0% | +2.5% | 0.215% | |
| 8/13/2025 | Trek Financial LLC | 35,916 | $2.43M | 0.2% | +24.0% | 0.167% | |
| 8/13/2025 | IAG Wealth Partners LLC | 815 | $55K | 0.0% | -48.9% | 0.004% | |
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| 8/13/2025 | First National Advisers LLC | 3,043 | $206K | 0.0% | N/A | 0.014% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,576 | $1.46M | 0.0% | +60.5% | 0.101% | |
| 8/13/2025 | Mayfair Advisory Group LLC | 7,203 | $496K | 0.2% | +7.7% | 0.034% | |
| 8/13/2025 | Quadrant Capital Group LLC | 23,172 | $1.57M | 0.1% | -0.6% | 0.108% | |
| 8/13/2025 | Russell Investments Group Ltd. | 1,210 | $82K | 0.0% | N/A | 0.006% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 970,694 | $65.79M | 1.1% | -19.7% | 4.525% | |
| 8/12/2025 | Sierra Summit Advisors LLC | 8,520 | $577K | 0.1% | +2.2% | 0.040% | |
| 8/12/2025 | Sfmg LLC | 3,997 | $271K | 0.0% | +12.5% | 0.019% | |
| 8/12/2025 | Franklin Resources Inc. | 4,853 | $329K | 0.0% | N/A | 0.023% | |
| 8/12/2025 | MAI Capital Management | 59,098 | $4.01M | 0.0% | +2,596.1% | 0.276% | |
| 8/12/2025 | JPMorgan Chase & Co. | 19,926 | $1.35M | 0.0% | -54.1% | 0.093% | |
| 8/11/2025 | Wealthspire Advisors LLC | 503,388 | $34.12M | 0.2% | +4.4% | 2.347% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 64,973 | $4.40M | 0.0% | -12.2% | 0.303% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 3,527 | $239K | 0.0% | -6.0% | 0.016% | |
| 8/8/2025 | Cetera Investment Advisers | 8,827 | $598K | 0.0% | -56.1% | 0.041% | |
| 8/8/2025 | Creative Planning | 12,183 | $826K | 0.0% | -19.8% | 0.057% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 7,195 | $488K | 0.2% | -8.6% | 0.034% | |
| 8/7/2025 | CENTRAL TRUST Co | 621,081 | $42.10M | 1.0% | +14.0% | 2.895% | |
| 8/7/2025 | Altman Advisors Inc. | 22,279 | $1.51M | 0.6% | +5.3% | 0.104% | |
| 8/7/2025 | Brio Consultants LLC | 169,041 | $11.46M | 1.7% | -11.8% | 0.788% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 338,643 | $22.95M | 0.3% | -4.6% | 1.579% | |
| 8/6/2025 | Savant Capital LLC | 9,820 | $666K | 0.0% | -2.9% | 0.046% | |
| 8/6/2025 | OneAscent Wealth Management LLC | 7,897 | $535K | 0.2% | +14.9% | 0.037% | |
| 8/5/2025 | Huntington National Bank | 17,120 | $1.16M | 0.0% | -6.0% | 0.080% | |
| 8/5/2025 | Benchmark Financial Wealth Advisors LLC | 71,026 | $4.81M | 1.6% | +18.9% | 0.331% | |
| 8/4/2025 | Integrity Alliance LLC. | 3,284 | $223K | 0.0% | -27.9% | 0.015% | |
| 8/4/2025 | Spire Wealth Management | 2,264 | $153K | 0.0% | +374.6% | 0.011% | |
| 8/4/2025 | World Investment Advisors | 339,153 | $22.99M | 0.5% | -1.4% | 1.581% | |
| 8/1/2025 | Centerpoint Advisors LLC | 30,637 | $2.08M | 0.7% | N/A | 0.143% | |
| 8/1/2025 | Rossby Financial LCC | 92,198 | $6.25M | 2.3% | +10.3% | 0.430% | |
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| 8/1/2025 | Bessemer Group Inc. | 2,630 | $178K | 0.0% | N/A | 0.012% | |
| 8/1/2025 | GoalVest Advisory LLC | 2,039 | $138K | 0.0% | -53.0% | 0.010% | |
| 8/1/2025 | First Command Advisory Services Inc. | 648 | $44K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 256,516 | $17.39M | 0.0% | +1.9% | 1.196% | |
| 7/31/2025 | AlTi Global Inc. | 32,787 | $2.26M | 0.1% | +461.1% | 0.153% | |
| 7/30/2025 | Retirement Planning Group LLC | 43,462 | $2.95M | 0.1% | +219.9% | 0.203% | |
| 7/30/2025 | D.A. Davidson & CO. | 4,560 | $309K | 0.0% | +9.7% | 0.021% | |
| 7/30/2025 | Whittier Trust Co. | 11,811 | $800K | 0.0% | +17.5% | 0.055% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 8,598 | $583K | 0.2% | N/A | 0.040% | |
| 7/28/2025 | Fairman Group LLC | 1,637 | $111K | 0.1% | +634.1% | 0.008% | |
| 7/28/2025 | Harbour Investments Inc. | 386 | $26K | 0.0% | -30.2% | 0.002% | |
| 7/28/2025 | RFG Advisory LLC | 11,366 | $770K | 0.0% | -15.0% | 0.053% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 1,269 | $87K | 0.0% | +27.8% | 0.006% | |
| 7/25/2025 | CWM LLC | 12,979 | $880K | 0.0% | -1.1% | 0.061% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 22,217 | $1.51M | 0.0% | +18.3% | 0.104% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 12,498 | $847K | 0.0% | -16.1% | 0.058% | |
| 7/24/2025 | Strong Tower Advisory Services | 10,749 | $729K | 0.1% | -1.9% | 0.050% | |
| 7/24/2025 | Ulland Investment Advisors LLC | 18,505 | $1.25M | 1.0% | -8.2% | 0.086% | |
| 7/24/2025 | Blair William & Co. IL | 212,306 | $14.39M | 0.0% | -2.5% | 0.990% | |
| 7/24/2025 | TFR Capital LLC. | 13,959 | $946K | 0.3% | -13.6% | 0.065% | |
| 7/24/2025 | US Bancorp DE | 326,022 | $22.10M | 0.0% | -4.2% | 1.520% | |
| 7/23/2025 | Canopy Partners LLC | 3,523 | $239K | 0.1% | -77.0% | 0.016% | |
| 7/22/2025 | Simplicity Wealth LLC | 171,088 | $11.60M | 0.5% | +21.9% | 0.798% | |
| 7/22/2025 | OLD National Bancorp IN | 8,977 | $608K | 0.0% | N/A | 0.042% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 180,047 | $12.20M | 0.3% | +181.8% | 0.839% | |
| 7/22/2025 | Berger Financial Group Inc | 138,848 | $9.41M | 0.6% | +4.8% | 0.647% | |
| 7/21/2025 | NTV Asset Management LLC | 2,975 | $202K | 0.0% | N/A | 0.014% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 2,977 | $202K | 0.0% | N/A | 0.014% | |
| 7/21/2025 | Red Mountain Financial LLC | 4,449 | $279K | 0.4% | +5.3% | 0.021% | |
| 7/18/2025 | Pure Financial Advisors LLC | 14,772 | $1.00M | 0.0% | +30.4% | 0.069% | |
| 7/18/2025 | SigFig Wealth Management LLC | 95,048 | $6.42M | 0.2% | +36.8% | 0.443% | |
| 7/18/2025 | Truist Financial Corp | 185,494 | $12.57M | 0.0% | -42.2% | 0.865% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 53,054 | $3.60M | 0.0% | -4.0% | 0.247% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 17,114 | $1.16M | 0.1% | -3.9% | 0.080% | |
| 7/16/2025 | ORG Partners LLC | 754 | $52K | 0.0% | -19.8% | 0.004% | |
| 7/16/2025 | Kendall Capital Management | 310,495 | $21.05M | 5.6% | +2.5% | 1.448% | |
| 7/16/2025 | Congress Asset Management Co. | 57,687 | $3.91M | 0.0% | -67.4% | 0.269% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,028 | $476K | 0.0% | +56.8% | 0.033% | |
| 7/15/2025 | James J. Burns & Company LLC | 77,867 | $5.28M | 0.9% | +12.2% | 0.363% | |
| 7/15/2025 | Fifth Third Bancorp | 520,073 | $35.25M | 0.1% | -5.2% | 2.425% | |
| 7/14/2025 | Park Avenue Securities LLC | 3,391 | $230K | 0.0% | N/A | 0.016% | |
| 7/11/2025 | CX Institutional | 62,130 | $4.21M | 0.1% | +26.3% | 0.290% | |
| 7/11/2025 | CMH Wealth Management LLC | 127,187 | $8.62M | 2.0% | -50.8% | 0.592% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 15,278 | $1.04M | 0.1% | -5.4% | 0.071% | |
| 7/10/2025 | HF Advisory Group LLC | 18,803 | $1.27M | 0.5% | -1.8% | 0.087% | |
| 7/9/2025 | Harbor Capital Advisors Inc. | 144,956 | $9.83M | 0.4% | -28.6% | 0.674% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 13,192 | $894K | 0.7% | +298.2% | 0.061% | |
| 7/8/2025 | Little House Capital LLC | 6,108 | $414K | 0.1% | -19.0% | 0.028% | |
| 7/8/2025 | Parallel Advisors LLC | 1,701 | $115K | 0.0% | -15.0% | 0.008% | |
| 7/7/2025 | O Connor Financial Group LLC | 4,957 | $345K | 0.2% | +26.2% | 0.023% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.056% | |
| 5/20/2025 | Focus Partners Wealth | 404,581 | $25.30M | 0.1% | +81.5% | 1.827% | |
| 5/20/2025 | Integrity Alliance LLC. | 4,556 | $285K | 0.0% | N/A | 0.021% | |
| 5/19/2025 | Jane Street Group LLC | 77,005 | $4.82M | 0.0% | +1,288.2% | 0.348% | |
| 5/19/2025 | SageView Advisory Group LLC | 5,538 | $346K | 0.0% | N/A | 0.025% | |
| 5/19/2025 | Legacy Advisory Services LLC | 7,411 | $463K | 0.4% | N/A | 0.033% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.054% | |
| 5/16/2025 | Jones Financial Companies Lllp | 33,978 | $2.13M | 0.0% | +13,330.0% | 0.153% | |
| 5/16/2025 | Curi RMB Capital LLC | 26,699 | $1.67M | 0.0% | N/A | 0.121% | |
| 5/16/2025 | AlTi Global Inc. | 5,843 | $365K | 0.0% | N/A | 0.026% | |
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