| 8/19/2025 | Asset Dedication LLC | 459,417 | $7.71M | 0.6% | +3.6% | 0.447% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 270,943 | $4.55M | 0.1% | +974.5% | 0.264% | |
| 8/15/2025 | Captrust Financial Advisors | 112,281 | $1.88M | 0.0% | +24.5% | 0.109% | |
| 8/15/2025 | Redwood Financial Network Corp | 16,805 | $282K | 0.2% | +12.1% | 0.016% | |
| 8/15/2025 | MML Investors Services LLC | 464,307 | $7.79M | 0.0% | +8.0% | 0.452% | |
| 8/15/2025 | Modern Wealth Management LLC | 346,069 | $5.81M | 0.1% | N/A | 0.337% | |
| 8/15/2025 | Bank of America Corp DE | 1,598,949 | $26.83M | 0.0% | +3.5% | 1.556% | |
| 8/15/2025 | Ameriprise Financial Inc. | 279,595 | $4.69M | 0.0% | +65.5% | 0.272% | |
| 8/14/2025 | Jane Street Group LLC | 86,288 | $1.45M | 0.0% | -75.8% | 0.084% | |
| 8/14/2025 | Vista Investment Management | 438,658 | $7.36M | 2.7% | +0.3% | 0.427% | |
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| 8/14/2025 | Raymond James Financial Inc. | 4,621,521 | $77.55M | 0.0% | +3.0% | 4.498% | |
| 8/14/2025 | Diversify Advisory Services LLC | 17,211 | $290K | 0.0% | N/A | 0.017% | |
| 8/14/2025 | HUB Investment Partners LLC | 410,340 | $6.89M | 0.2% | +0.5% | 0.399% | |
| 8/14/2025 | NewEdge Advisors LLC | 123,502 | $2.07M | 0.0% | +34.2% | 0.120% | |
| 8/13/2025 | Morton Community Bank | 244,718 | $4.11M | 1.0% | +1,466.7% | 0.238% | |
| 8/13/2025 | Baird Financial Group Inc. | 857,374 | $14.39M | 0.0% | +8.7% | 0.834% | |
| 8/13/2025 | Invesco Ltd. | 3,159,364 | $53.01M | 0.0% | +16.7% | 3.075% | |
| 8/13/2025 | River Wealth Advisors LLC | 69,249 | $1.16M | 0.1% | -1.2% | 0.067% | |
| 8/13/2025 | AMJ Financial Wealth Management | 469,272 | $7.87M | 2.0% | +0.9% | 0.457% | |
| 8/13/2025 | VestGen Advisors LLC | 65,154 | $1.10M | 0.0% | +48.1% | 0.063% | |
| 8/13/2025 | Lido Advisors LLC | 4,765,827 | $79.97M | 0.3% | +14.5% | 4.638% | |
| 8/13/2025 | Colonial Trust Advisors | 142,080 | $2.38M | 0.2% | +20.3% | 0.138% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 84,223 | $1.41M | 0.0% | +42.6% | 0.082% | |
| 8/13/2025 | Farnam Financial LLC | 161,120 | $2.70M | 2.4% | +36.8% | 0.157% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 164,584 | $2.76M | 0.0% | +1,583.0% | 0.160% | |
| 8/12/2025 | Kaye Capital Management | 346,069 | $5.81M | 2.2% | +5.1% | 0.337% | |
| 8/12/2025 | MAI Capital Management | 1,164,560 | $19.54M | 0.1% | +9.9% | 1.133% | |
| 8/12/2025 | YANKCOM Partnership | 12,200 | $205K | 0.1% | +24.5% | 0.012% | |
| 8/12/2025 | JPMorgan Chase & Co. | 217,054 | $3.64M | 0.0% | +2,505.7% | 0.211% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 14,112 | $237K | 0.0% | +8.0% | 0.014% | |
| 8/8/2025 | Cetera Investment Advisers | 79,831 | $1.34M | 0.0% | +45.2% | 0.078% | |
| 8/8/2025 | Creative Planning | 26,719 | $448K | 0.0% | +34.8% | 0.026% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,555 | $60K | 0.0% | -14.9% | 0.003% | |
| 8/8/2025 | IMA Advisory Services Inc. | 1,312,174 | $22.02M | 2.4% | +5.3% | 1.277% | |
| 8/7/2025 | Montag A & Associates Inc. | 4,699 | $79K | 0.0% | +46.9% | 0.005% | |
| 8/7/2025 | Addison Advisors LLC | 285,094 | $4.78M | 1.2% | +6.9% | 0.277% | |
| 8/7/2025 | Davis R M Inc. | 370,672 | $6.22M | 0.1% | +56.0% | 0.361% | |
| 8/7/2025 | SFE Investment Counsel | 185,362 | $3.11M | 0.5% | +40.1% | 0.180% | |
| 8/6/2025 | Souders Financial Advisors | 211,249 | $3.55M | 0.5% | +13.8% | 0.206% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,921,579 | $32.24M | 0.7% | +7.4% | 1.870% | |
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| 8/6/2025 | First Horizon Advisors Inc. | 23,412 | $393K | 0.0% | +12.5% | 0.023% | |
| 8/5/2025 | Ellevest Inc. | 99,941 | $1.68M | 0.3% | +2.0% | 0.097% | |
| 8/5/2025 | Key Financial Inc | 11,260 | $189K | 0.0% | +93.8% | 0.011% | |
| 8/5/2025 | Sigma Planning Corp | 53,095 | $891K | 0.0% | -5.8% | 0.052% | |
| 8/5/2025 | Hills Bank & Trust Co | 2,140,405 | $35.92M | 2.3% | +6.3% | 2.083% | |
| 8/4/2025 | ArborFi Advisors LLC | 69,684 | $1.17M | 1.0% | +5.9% | 0.068% | |
| 8/4/2025 | Atria Investments Inc | 159,901 | $2.68M | 0.0% | +5.4% | 0.156% | |
| 8/4/2025 | Arkadios Wealth Advisors | 11,584 | $194K | 0.0% | N/A | 0.011% | |
| 8/1/2025 | Redmond Asset Management LLC | 17,653 | $296K | 0.1% | +15.8% | 0.017% | |
| 8/1/2025 | Capital Investment Counsel LLC | 671,089 | $11.26M | 1.7% | +55.8% | 0.653% | |
| 8/1/2025 | Clark Asset Management LLC | 614,529 | $10.31M | 1.4% | +22.8% | 0.598% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 1,752,487 | $29.41M | 1.8% | -9.7% | 1.706% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 10,409 | $175K | 0.0% | N/A | 0.010% | |
| 8/1/2025 | First Command Advisory Services Inc. | 12,999 | $218K | 0.0% | +13.1% | 0.013% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,601,990 | $26.88M | 0.0% | +4.2% | 1.559% | |
| 7/31/2025 | Optimum Investment Advisors | 1,500 | $25K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Darden Wealth Group Inc | 12,000 | $201K | 0.1% | N/A | 0.012% | |
| 7/31/2025 | Insight Wealth Partners LLC | 15,523 | $260K | 0.1% | +8.5% | 0.015% | |
| 7/31/2025 | Carnegie Investment Counsel | 172,708 | $2.90M | 0.1% | +6.1% | 0.169% | |
| 7/30/2025 | Greatmark Investment Partners Inc. | 11,150 | $187K | 0.0% | N/A | 0.011% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 591,861 | $9.93M | 0.4% | +0.3% | 0.579% | |
| 7/30/2025 | Phoenix Financial Ltd. | 34,199 | $574K | 0.0% | N/A | 0.033% | |
| 7/29/2025 | Stephens Inc. AR | 198,908 | $3.34M | 0.0% | +6.4% | 0.194% | |
| 7/29/2025 | Novare Capital Management LLC | 177,723 | $2.98M | 0.2% | +3.2% | 0.174% | |
| 7/29/2025 | Straight Path Wealth Management | 184,664 | $3.10M | 1.1% | +29.8% | 0.181% | |
| 7/29/2025 | Angeles Wealth Management LLC | 2,336 | $39K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Latitude Advisors LLC | 10,328 | $173K | 0.1% | -32.0% | 0.010% | |
| 7/28/2025 | Tlwm | 1,648,405 | $27.66M | 5.3% | +0.5% | 1.611% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 33,133 | $553K | 0.2% | +32.2% | 0.032% | |
| 7/25/2025 | G2 Capital Management LLC OH | 90,574 | $1.52M | 0.4% | +1.2% | 0.089% | |
| 7/25/2025 | CWM LLC | 807,432 | $13.55M | 0.0% | +0.5% | 0.792% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 52,940 | $888K | 0.3% | +47.1% | 0.052% | |
| 7/24/2025 | Eastern Bank | 24,500 | $411K | 0.0% | -79.6% | 0.024% | |
| 7/24/2025 | Fourpath Capital Management LLC | 34,453 | $578K | 0.1% | N/A | 0.034% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 57,601 | $967K | 0.7% | N/A | 0.056% | |
| 7/24/2025 | IFP Advisors Inc | 3,292 | $55K | 0.0% | +45.7% | 0.003% | |
| 7/23/2025 | Opulen Financial Group LLC | 144,540 | $2.43M | 2.0% | +6.7% | 0.142% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 34,812 | $584K | 0.0% | +22.0% | 0.034% | |
| 7/23/2025 | Country Club Bank | 249,717 | $4.18M | 0.3% | -4.6% | 0.245% | |
| 7/23/2025 | Waycross Investment Management Co | 396,405 | $6.65M | 6.9% | -0.3% | 0.389% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 15,093 | $253K | 0.0% | N/A | 0.015% | |
| 7/22/2025 | Marietta Wealth Management LLC | 386,136 | $6.48M | 0.8% | +1.8% | 0.382% | |
| 7/22/2025 | Kickstand Ventures LLC. | 15,093 | $253K | 0.1% | N/A | 0.015% | |
| 7/21/2025 | Segment Wealth Management LLC | 51,670 | $867K | 0.1% | +2.8% | 0.051% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 190,900 | $3.20M | 0.1% | +3.2% | 0.189% | |
| 7/21/2025 | Exchange Capital Management Inc. | 85,197 | $1.43M | 0.2% | -46.8% | 0.084% | |
| 7/21/2025 | Crews Bank & Trust | 1,650 | $28K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 125,029 | $2.10M | 1.3% | +0.7% | 0.125% | |
| 7/18/2025 | Truist Financial Corp | 599,214 | $10.06M | 0.0% | +1.0% | 0.597% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 507,039 | $8.51M | 0.0% | -13.9% | 0.505% | |
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| 7/17/2025 | Independence Bank of Kentucky | 64,421 | $1.08M | 0.2% | +2.7% | 0.064% | |
| 7/17/2025 | Avior Wealth Management LLC | 69,978 | $1.17M | 0.0% | +128.2% | 0.070% | |
| 7/17/2025 | Hengehold Capital Management LLC | 1,981,223 | $33.25M | 3.0% | +27.7% | 1.974% | |
| 7/15/2025 | BCS Wealth Management | 270,785 | $4.54M | 1.0% | +9.7% | 0.273% | |
| 7/15/2025 | Accurate Wealth Management LLC | 14,708 | $246K | 0.0% | N/A | 0.015% | |
| 7/14/2025 | CRA Financial Services LLC | 49,960 | $838K | 0.1% | +2.0% | 0.050% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 31,437 | $528K | 0.1% | +26.8% | 0.032% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 173,066 | $2.90M | 2.9% | +3.4% | 0.175% | |
| 7/11/2025 | Farther Finance Advisors LLC | 11,807 | $198K | 0.0% | +1,586.7% | 0.012% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 80,101 | $1.34M | 0.4% | +3.4% | 0.081% | |
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