| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,352 | $220K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | Gordian Advisors LLC | 4,160 | $272K | 0.2% | +6.4% | 0.006% | |
| 7/25/2025 | Joel Adams & Associates Inc. | 142,037 | $9.30M | 8.2% | -8.2% | 0.203% | |
| 7/25/2025 | Libra Wealth LLC | 20,261 | $1.33M | 0.4% | -11.6% | 0.029% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 4,322 | $283K | 0.1% | -6.2% | 0.006% | |
| 7/25/2025 | Strategic Point Investment Advisors LLC | 13,643 | $894K | 0.1% | +42.6% | 0.019% | |
| 7/24/2025 | Financial Connections Group Inc. | 100,429 | $6.58M | 2.7% | +0.5% | 0.143% | |
| 7/24/2025 | JNBA Financial Advisors | 18,335 | $1.20M | 0.1% | -16.1% | 0.026% | |
| 7/24/2025 | Ramirez Asset Management Inc. | 14,800 | $969K | 0.1% | -8.4% | 0.021% | |
| 7/24/2025 | Leo Wealth LLC | 816,012 | $53.52M | 4.2% | +32.2% | 1.164% | |
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| 7/24/2025 | US Bancorp DE | 43,609 | $2.86M | 0.0% | +334.0% | 0.062% | |
| 7/23/2025 | Values Added Financial LLC | 11,790 | $772K | 0.4% | -20.6% | 0.017% | |
| 7/23/2025 | Valmark Advisers Inc. | 14,153 | $927K | 0.0% | +191.6% | 0.020% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 43,107 | $2.82M | 1.0% | +2.8% | 0.061% | |
| 7/23/2025 | Bluestem Financial Advisors LLC | 59,155 | $3.88M | 1.7% | -6.5% | 0.084% | |
| 7/23/2025 | Hardy Reed LLC | 20,182 | $1.32M | 0.1% | +3.9% | 0.029% | |
| 7/22/2025 | Gemmer Asset Management LLC | 8,937 | $585K | 0.1% | N/A | 0.013% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 11,635 | $762K | 0.1% | -7.8% | 0.017% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,795 | $314K | 0.0% | +18.9% | 0.007% | |
| 7/21/2025 | Quent Capital LLC | 81,304 | $5.33M | 0.5% | +1.1% | 0.116% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 75,283 | $4.93M | 0.1% | +3.8% | 0.107% | |
| 7/21/2025 | 25 LLC | 4,077 | $267K | 0.1% | N/A | 0.006% | |
| 7/21/2025 | Sageworth Trust Co | 26,008 | $1.70M | 0.1% | -3.7% | 0.037% | |
| 7/18/2025 | Pure Financial Advisors LLC | 9,914 | $649K | 0.0% | -4.2% | 0.014% | |
| 7/18/2025 | First Pacific Financial | 5,948 | $390K | 0.1% | N/A | 0.008% | |
| 7/18/2025 | Trust Co. of Vermont | 641 | $42K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Truist Financial Corp | 8,562 | $561K | 0.0% | -2.4% | 0.012% | |
| 7/18/2025 | First United Bank & Trust | 2,791 | $183K | 0.1% | -20.6% | 0.004% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,969 | $391K | 0.1% | -25.8% | 0.009% | |
| 7/17/2025 | LifeGuide Financial Advisors LLC | 190,339 | $12.47M | 4.6% | +1.3% | 0.272% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,651 | $501K | 0.0% | +78.4% | 0.011% | |
| 7/17/2025 | Refined Wealth Management | 243,425 | $15.94M | 11.0% | +0.7% | 0.347% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 234,285 | $15.35M | 2.1% | +1.4% | 0.334% | |
| 7/17/2025 | Sound Income Strategies LLC | 635 | $42K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Symmetry Partners LLC | 6,629 | $434K | 0.1% | -18.0% | 0.009% | |
| 7/16/2025 | Paragon Capital Management Ltd | 17,174 | $1.13M | 0.2% | N/A | 0.024% | |
| 7/15/2025 | Well Done LLC | 15,029 | $984K | 0.2% | +13.0% | 0.021% | |
| 7/15/2025 | Beacon Investment Advisory Services Inc. | 9,200 | $603K | 0.0% | N/A | 0.013% | |
| 7/15/2025 | Carr Financial Group Corp | 35,941 | $2.35M | 0.7% | +1.0% | 0.051% | |
| 7/15/2025 | Charter Capital Management LLC DE | 3,280 | $215K | 0.1% | N/A | 0.005% | |
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| 7/15/2025 | Farrell Financial LLC | 81,715 | $5.35M | 3.6% | +1.2% | 0.117% | |
| 7/15/2025 | CGN Advisors LLC | 30,136 | $1.97M | 0.2% | -26.5% | 0.043% | |
| 7/15/2025 | Bfsg LLC | 41,322 | $2.71M | 0.3% | +4.3% | 0.059% | |
| 7/14/2025 | AdvisorNet Financial Inc | 5,155 | $338K | 0.0% | -3.3% | 0.007% | |
| 7/14/2025 | CJM Wealth Advisers Ltd. | 6,305 | $413K | 0.1% | +59.4% | 0.009% | |
| 7/14/2025 | Foster Group Inc. | 6,250 | $409K | 0.0% | -2.5% | 0.009% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 1,040 | $68K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Northland Capital Management LLC | 21,551 | $1.41M | 0.9% | +8.6% | 0.031% | |
| 7/14/2025 | Painted Porch Advisors LLC | 1,430 | $94K | 0.0% | -10.1% | 0.002% | |
| 7/14/2025 | Sterling Group Wealth Management LLC | 6,006 | $393K | 0.2% | +6.5% | 0.009% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 271,542 | $17.79M | 8.5% | +0.5% | 0.387% | |
| 7/11/2025 | Westfuller Advisors LLC | 127,552 | $8.36M | 4.8% | +0.4% | 0.182% | |
| 7/11/2025 | Skyline Advisors Inc. | 17,875 | $1.17M | 0.4% | -4.2% | 0.025% | |
| 7/11/2025 | Mallini Complete Financial Planning LLC | 15,200 | $996K | 0.9% | +9.4% | 0.022% | |
| 7/11/2025 | Capital Advantage Inc. | 11,545 | $756K | 0.1% | +5.3% | 0.016% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,224 | $408K | 0.0% | +14.9% | 0.009% | |
| 7/11/2025 | Myecfo LLC | 3,700 | $242K | 0.1% | N/A | 0.005% | |
| 7/10/2025 | Orgel Wealth Management LLC | 82,556 | $5.41M | 0.1% | -9.5% | 0.118% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 148,797 | $9.75M | 0.8% | +5.2% | 0.212% | |
| 7/10/2025 | Stewardship Advisors LLC | 158,314 | $10.37M | 2.6% | -2.4% | 0.226% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,486 | $2.87M | 0.0% | -11.6% | 0.062% | |
| 7/10/2025 | Wedmont Private Capital | 15,634 | $1.03M | 0.0% | +1.7% | 0.022% | |
| 7/10/2025 | Brooklyn FI LLC | 40,663 | $2.66M | 0.7% | +26.1% | 0.058% | |
| 7/9/2025 | Archer Investment Management LLC | 4,046 | $265K | 0.2% | -14.8% | 0.006% | |
| 7/9/2025 | O Brien Wealth Partners LLC | 91,966 | $6.02M | 0.9% | N/A | 0.131% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 4,357 | $285K | 0.0% | -3.6% | 0.006% | |
| 7/9/2025 | Orser Capital Management LLC | 36,470 | $2.39M | 1.8% | N/A | 0.052% | |
| 7/8/2025 | Apella Capital LLC | 92,933 | $6.04M | 0.2% | -8.4% | 0.133% | |
| 7/8/2025 | Parallel Advisors LLC | 12,775 | $837K | 0.0% | -2.5% | 0.018% | |
| 7/3/2025 | Garde Capital Inc. | 112,972 | $7.40M | 0.4% | +4.4% | 0.161% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 39,331 | $2.58M | 0.5% | +8.8% | 0.056% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 112,504 | $6.64M | 0.0% | +7.6% | 0.160% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,572 | $682K | 0.0% | -3.8% | 0.017% | |
| 5/20/2025 | Focus Partners Wealth | 75,174 | $4.43M | 0.0% | +15.3% | 0.108% | |
| 5/19/2025 | Jane Street Group LLC | 167,019 | $9.85M | 0.0% | +189.7% | 0.239% | |
| 5/19/2025 | SageView Advisory Group LLC | 113,639 | $6.70M | 0.3% | +42.5% | 0.163% | |
| 5/19/2025 | SCS Capital Management LLC | 428,475 | $25.27M | 0.3% | -1.5% | 0.613% | |
| 5/16/2025 | Bell Investment Advisors Inc | 25,611 | $1.51M | 0.3% | -2.1% | 0.037% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 112,504 | $6.64M | 0.0% | +7.6% | 0.161% | |
| 5/16/2025 | Jones Financial Companies Lllp | 62,248 | $3.74M | 0.0% | -20.3% | 0.089% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,567 | $977K | 0.0% | -1.2% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,187 | $365K | 0.0% | +45.2% | 0.009% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 228,410 | $13.47M | 0.7% | +126.5% | 0.327% | |
| 5/15/2025 | Royal Bank of Canada | 529,383 | $31.22M | 0.0% | +1.9% | 0.757% | |
| 5/15/2025 | Baird Financial Group Inc. | 166,886 | $9.84M | 0.0% | +1.0% | 0.239% | |
| 5/15/2025 | Tortoise Investment Management LLC | 6,201 | $366K | 0.0% | +9.2% | 0.009% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 26,453 | $1.56M | 0.5% | -7.0% | 0.038% | |
| 5/14/2025 | KilterHowling LLC | 5,367 | $329K | 0.2% | -5.8% | 0.008% | |
| 5/14/2025 | Jane Street Group LLC | 167,019 | $9.85M | 0.0% | +189.7% | 0.239% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 96,722 | $5.71M | 0.0% | -3.1% | 0.138% | |
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| 5/14/2025 | Haverford Trust Co | 34,954 | $2.06M | 0.0% | +2.3% | 0.050% | |
| 5/14/2025 | Compound Planning Inc. | 8,731 | $515K | 0.0% | +72.8% | 0.012% | |
| 5/14/2025 | Flow Traders U.S. LLC | 249,477 | $14.71M | 0.6% | +100.0% | 0.357% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 398,892 | $23.53M | 0.4% | +17.9% | 0.571% | |
| 5/14/2025 | Tradition Wealth Management LLC | 11,003 | $649K | 0.1% | +7.8% | 0.016% | |
| 5/13/2025 | Keystone Global Partners LLC | 811 | $48K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Raymond James Financial Inc. | 341,142 | $20.12M | 0.0% | +7.3% | 0.488% | |
| 5/13/2025 | Cresset Asset Management LLC | 35,465 | $2.09M | 0.0% | +15.9% | 0.051% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 52,516 | $3.10M | 0.5% | +2.9% | 0.075% | |
| 5/13/2025 | Thompson Davis & CO. Inc. | 8,636 | $509K | 0.4% | +41.3% | 0.012% | |
