| 8/7/2025 | Alpha Cubed Investments LLC | 4,807 | $618K | 0.0% | -2.4% | 0.003% | |
| 8/7/2025 | Allworth Financial LP | 1,952 | $251K | 0.0% | -27.7% | 0.001% | |
| 8/7/2025 | TFO Wealth Partners LLC | 11,616 | $1.49M | 0.3% | +0.8% | 0.007% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 26,377 | $3.39M | 0.3% | -13.7% | 0.016% | |
| 8/7/2025 | Rathbones Group PLC | 18,153 | $2.33M | 0.0% | +31.9% | 0.011% | |
| 8/6/2025 | RWA Wealth Partners LLC | 14,556 | $1.87M | 0.0% | +1.0% | 0.009% | |
| 8/6/2025 | Metis Global Partners LLC | 15,282 | $1.97M | 0.1% | -12.5% | 0.009% | |
| 8/6/2025 | Capasso Planning Partners LLC | 7,810 | $1.00M | 0.6% | +25.1% | 0.005% | |
| 8/6/2025 | Wedbush Securities Inc. | 8,647 | $1.11M | 0.0% | +19.4% | 0.005% | |
| 8/6/2025 | Longview Financial Advisors LLC | 7,286 | $937K | 0.6% | -1.2% | 0.004% | |
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| 8/6/2025 | Atlas Legacy Advisors LLC | 2,219 | $285K | 0.1% | -70.9% | 0.001% | |
| 8/6/2025 | Golden State Wealth Management LLC | 28,413 | $3.65M | 0.4% | +6.6% | 0.017% | |
| 8/6/2025 | Anchor Capital Advisors LLC | 5,552 | $714K | 0.0% | -10.0% | 0.003% | |
| 8/6/2025 | Able Wealth Management LLC | 60,883 | $7.83M | 3.9% | -4.0% | 0.036% | |
| 8/6/2025 | SNS Financial Group LLC | 27,590 | $3.55M | 0.3% | -0.9% | 0.016% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 2,610 | $336K | 0.1% | -38.5% | 0.002% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 2,548 | $334K | 0.0% | +7.4% | 0.002% | |
| 8/5/2025 | Bank of New York Mellon Corp | 360,328 | $46.34M | 0.0% | +3.3% | 0.212% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 36,621 | $4.71M | 0.2% | +5.5% | 0.022% | |
| 8/5/2025 | K.J. Harrison & Partners Inc | 3,860 | $496K | 0.1% | +37.9% | 0.002% | |
| 8/5/2025 | Bank of Montreal Can | 394,307 | $50.71M | 0.0% | +1.2% | 0.232% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 61,317 | $7.88M | 0.1% | -5.5% | 0.036% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 1,799 | $231K | 0.1% | N/A | 0.001% | |
| 8/4/2025 | Balentine LLC | 5,774 | $742K | 0.0% | +8.0% | 0.003% | |
| 8/4/2025 | Saxony Capital Management LLC | 9,932 | $1.28M | 1.0% | -68.5% | 0.006% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 8,442 | $1.09M | 0.1% | N/A | 0.005% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 27,539 | $3.54M | 0.1% | -13.3% | 0.016% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 106,425 | $13.69M | 1.3% | +51.1% | 0.063% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 9,844 | $1.27M | 0.0% | -34.1% | 0.006% | |
| 8/4/2025 | Simon Quick Advisors LLC | 8,842 | $1.14M | 0.0% | -16.1% | 0.005% | |
| 8/4/2025 | Atria Investments Inc | 42,232 | $5.43M | 0.1% | -0.3% | 0.025% | |
| 8/4/2025 | Assetmark Inc. | 455,425 | $58.57M | 0.1% | -5.5% | 0.269% | |
| 8/4/2025 | Spire Wealth Management | 1,053 | $135K | 0.0% | -62.6% | 0.001% | |
| 8/4/2025 | Arkadios Wealth Advisors | 6,026 | $775K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | World Investment Advisors | 14,795 | $1.90M | 0.0% | -35.7% | 0.009% | |
| 8/4/2025 | Analyst IMS Investment Management Services Ltd. | 4,762 | $612K | 0.0% | +24.7% | 0.003% | |
| 8/4/2025 | Beirne Wealth Consulting Services LLC | 52,005 | $6.69M | 2.2% | +10.0% | 0.031% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 4,835 | $622K | 0.4% | -2.3% | 0.003% | |
| 8/1/2025 | Jennison Associates LLC | 56,957 | $7.33M | 0.0% | -92.8% | 0.033% | |
| 8/1/2025 | New York Life Investment Management LLC | 3,981 | $512K | 0.0% | -28.4% | 0.002% | |
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| 8/1/2025 | SYM FINANCIAL Corp | 13,552 | $1.74M | 0.2% | -10.3% | 0.008% | |
| 8/1/2025 | Bessemer Group Inc. | 493,941 | $63.52M | 0.1% | +56.5% | 0.286% | |
| 8/1/2025 | Banco Santander S.A. | 385,710 | $49.60M | 0.5% | +62.7% | 0.223% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 2,082 | $268K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 1,382,484 | $177.79M | 4.9% | -26.0% | 0.799% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 309,446 | $39.80M | 0.0% | +18.3% | 0.179% | |
| 7/31/2025 | Wealthfront Advisers LLC | 13,714 | $1.76M | 0.0% | +3.4% | 0.008% | |
| 7/31/2025 | Brighton Jones LLC | 20,562 | $2.64M | 0.1% | +0.9% | 0.012% | |
| 7/31/2025 | Waldron Private Wealth LLC | 200,195 | $25.75M | 1.1% | 0.0% | 0.116% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 207,698 | $26.71M | 2.9% | -11.7% | 0.120% | |
| 7/31/2025 | BIP Wealth LLC | 74,533 | $9.59M | 0.6% | +6.7% | 0.043% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 4,345 | $559K | 0.0% | +38.4% | 0.003% | |
| 7/31/2025 | Lee Danner & Bass Inc. | 2,272 | $292K | 0.0% | -19.5% | 0.001% | |
| 7/31/2025 | AlTi Global Inc. | 80,801 | $10.40M | 0.3% | -0.7% | 0.047% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 3,963 | $510K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 13,859 | $1.78M | 0.0% | -27.5% | 0.008% | |
| 7/30/2025 | Bleakley Financial Group LLC | 19,839 | $2.55M | 0.1% | +3.6% | 0.011% | |
| 7/30/2025 | Strategic Blueprint LLC | 16,607 | $2.14M | 0.1% | +4.2% | 0.010% | |
| 7/30/2025 | Patten Group Inc. | 7,708 | $991K | 0.2% | +5.3% | 0.004% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 2,160 | $278K | 0.0% | -32.8% | 0.001% | |
| 7/30/2025 | Phoenix Financial Ltd. | 2,292,511 | $294.82M | 3.9% | +73,377.9% | 1.325% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 18,019 | $2.32M | 0.1% | +1.3% | 0.010% | |
| 7/30/2025 | Bogart Wealth LLC | 925,215 | $118.98M | 5.1% | +35.1% | 0.535% | |
| 7/29/2025 | Cidel Asset Management Inc. | 2,215 | $285K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 5,584 | $736K | 0.0% | +17.1% | 0.003% | |
| 7/29/2025 | Arcus Capital Partners LLC | 20,040 | $2.58M | 1.1% | +3.4% | 0.012% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 1,677 | $216K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 4,321 | $556K | 0.0% | -7.2% | 0.002% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 6,570 | $845K | 0.2% | -12.7% | 0.004% | |
| 7/29/2025 | Aspiriant LLC | 17,374 | $2.23M | 0.1% | +2.1% | 0.010% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 2,180 | $280K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Spreng Capital Management Inc. | 2,193 | $282K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 13,856 | $1.78M | 0.0% | -0.6% | 0.008% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 11,145 | $1.43M | 0.0% | +22.5% | 0.006% | |
| 7/29/2025 | Activest Wealth Management | 16,369 | $2.11M | 0.5% | +39.1% | 0.009% | |
| 7/29/2025 | WCM Investment Management LLC | 1,412 | $181K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | Allianz Asset Management GmbH | 1,386,120 | $178.26M | 0.2% | -21.2% | 0.801% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 786 | $101K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Equitable Trust Co. | 177,192 | $22.79M | 1.1% | +34.8% | 0.102% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 10,319 | $1.33M | 0.0% | -56.4% | 0.006% | |
| 7/28/2025 | CKW Financial Group | 22,070 | $2.84M | 0.3% | +6.7% | 0.013% | |
| 7/28/2025 | Naviter Wealth LLC | 276,103 | $35.51M | 4.4% | +78.7% | 0.160% | |
| 7/28/2025 | Moran Wealth Management LLC | 9,250 | $1.19M | 0.0% | +337.6% | 0.005% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 16,437 | $2.11M | 0.0% | -27.1% | 0.010% | |
| 7/25/2025 | Wealth Architects LLC | 7,142 | $919K | 0.1% | -7.2% | 0.004% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,325,997 | $170.52M | 1.2% | +17.9% | 0.766% | |
| 7/25/2025 | MGO One Seven LLC | 66,422 | $8.54M | 0.3% | +832.8% | 0.038% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 244,292 | $31.42M | 4.6% | +6,875.8% | 0.141% | |
| 7/25/2025 | LRI Investments LLC | 2,979 | $383K | 0.0% | -80.1% | 0.002% | |
| 7/25/2025 | Gibson Capital LLC | 1,645 | $212K | 0.0% | N/A | 0.001% | |
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| 7/25/2025 | CWM LLC | 108,514 | $13.96M | 0.0% | +5.8% | 0.063% | |
| 7/25/2025 | Bricktown Capital LLC | 271,947 | $34.97M | 6.3% | -38.2% | 0.157% | |
| 7/25/2025 | GFS Advisors LLC | 202,200 | $26.00M | 3.6% | +15.9% | 0.117% | |
| 7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 19,426 | $2.50M | 0.1% | +25.0% | 0.011% | |
| 7/25/2025 | Apollon Wealth Management LLC | 13,522 | $1.74M | 0.0% | -2.5% | 0.008% | |
| 7/24/2025 | Verger Capital Management LLC | 377,424 | $48.54M | 19.1% | +29.7% | 0.218% | |
| 7/24/2025 | Blue Trust Inc. | 414,687 | $53.33M | 0.6% | +0.9% | 0.240% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 3,644 | $469K | 0.0% | +6.3% | 0.002% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 30,072 | $3.87M | 0.2% | +1,198.4% | 0.017% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 3,234 | $416K | 0.0% | +29.1% | 0.002% | |
