| 8/12/2025 | Jaffetilchin Investment Partners LLC | 46,517 | $3.60M | 0.2% | +3.1% | 0.008% | |
| 8/12/2025 | Maripau Wealth Management LLC | 7,654 | $592K | 0.3% | -10.3% | 0.001% | |
| 8/12/2025 | Patrick Mauro Investment Advisor INC. | 163,197 | $12.19M | 6.8% | +7.2% | 0.027% | |
| 8/12/2025 | Cozad Asset Management Inc. | 27,186 | $2.10M | 0.2% | +19.3% | 0.005% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,033,543 | $79.90M | 0.0% | -55.7% | 0.173% | |
| 8/11/2025 | Heritage Wealth Advisors | 490 | $38K | 0.0% | -21.3% | 0.000% | |
| 8/11/2025 | Wealthspire Advisors LLC | 844,409 | $65.28M | 0.4% | -1.2% | 0.141% | |
| 8/11/2025 | Western Wealth Management LLC | 14,943 | $1.16M | 0.1% | -4.3% | 0.003% | |
| 8/8/2025 | VERITY Wealth Advisors | 10,566 | $817K | 0.5% | +8.5% | 0.002% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 7,357 | $569K | 0.1% | +4.2% | 0.001% | |
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| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 35,388 | $2.74M | 0.2% | -9.6% | 0.006% | |
| 8/6/2025 | Aspect Partners LLC | 6,931 | $536K | 0.3% | -14.4% | 0.001% | |
| 8/6/2025 | Broadview Financial Management LLC | 12,039 | $931K | 0.6% | -8.9% | 0.002% | |
| 8/6/2025 | Columbia River Financial Group LLC | 12,377 | $957K | 0.6% | -1.9% | 0.002% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,452 | $112K | 0.0% | N/A | 0.000% | |
| 8/5/2025 | Bank of New York Mellon Corp | 159,965 | $12.37M | 0.0% | +6.5% | 0.027% | |
| 8/4/2025 | Roble Belko & Company Inc | 41,482 | $3.21M | 0.5% | -4.2% | 0.007% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,337 | $799K | 0.0% | +4.0% | 0.002% | |
| 8/1/2025 | Oarsman Capital Inc. | 30,454 | $2.35M | 0.4% | -2.9% | 0.005% | |
| 8/1/2025 | FSA Advisors Inc. | 3,157 | $244K | 0.2% | N/A | 0.001% | |
| 8/1/2025 | Zhang Financial LLC | 67,763 | $5.24M | 0.2% | +5.1% | 0.011% | |
| 8/1/2025 | First Command Advisory Services Inc. | 84,484 | $6.53M | 0.1% | -9.5% | 0.014% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 55,137 | $4.26M | 0.5% | +34.7% | 0.009% | |
| 7/31/2025 | Cadinha & Co. LLC | 33,000 | $2.55M | 0.4% | N/A | 0.006% | |
| 7/30/2025 | Strategic Blueprint LLC | 67,965 | $5.25M | 0.3% | +30.5% | 0.011% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 42,008 | $3.25M | 0.4% | +3.0% | 0.007% | |
| 7/28/2025 | Davidson Trust Co. | 40,122 | $3.10M | 1.4% | +10.9% | 0.007% | |
| 7/28/2025 | Equitable Trust Co. | 551,873 | $42.67M | 2.1% | +32.5% | 0.092% | |
| 7/25/2025 | Mitchell Capital Management Co. | 8,131 | $629K | 0.1% | +13.1% | 0.001% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 17,256 | $1.33M | 0.4% | -2.2% | 0.003% | |
| 7/23/2025 | NBT Bank N A NY | 82,489 | $6.38M | 0.4% | +1.6% | 0.014% | |
| 7/23/2025 | DMC Group LLC | 4,148 | $321K | 0.2% | N/A | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 1,127,400 | $87.16M | 1.2% | -12.3% | 0.189% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 2,632 | $203K | 0.0% | N/A | 0.000% | |
| 7/22/2025 | Dougherty Wealth Advisers LLC | 52,810 | $4.08M | 2.7% | +4.8% | 0.009% | |
| 7/21/2025 | Ameriflex Group Inc. | 7,678 | $590K | 0.3% | -7.7% | 0.001% | |
| 7/21/2025 | Crews Bank & Trust | 17,910 | $1.39M | 0.2% | +37.6% | 0.003% | |
| 7/18/2025 | Vicus Capital | 158,747 | $12.27M | 1.0% | +574.1% | 0.027% | |
| 7/18/2025 | Centricity Wealth Management LLC | 10,348 | $800K | 0.6% | +49.8% | 0.002% | |
| 7/18/2025 | Forbes J M & Co. LLP | 118,590 | $9.17M | 0.8% | N/A | 0.020% | |
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| 7/17/2025 | Park Place Capital Corp | 47,720 | $3.69M | 0.8% | N/A | 0.008% | |
| 7/17/2025 | Gleason Group Inc. | 80,430 | $6.22M | 0.7% | +2.3% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,559,924 | $120.60M | 0.3% | +0.6% | 0.261% | |
| 7/17/2025 | Fifth Third Securities Inc. | 18,141 | $1.40M | 0.1% | +11.8% | 0.003% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 4,754 | $367K | 0.1% | -56.9% | 0.001% | |
| 7/15/2025 | Financial Management Professionals Inc. | 31,264 | $2.42M | 0.3% | N/A | 0.005% | |
| 7/15/2025 | Sara Bay Financial | 6,313 | $488K | 0.2% | -17.9% | 0.001% | |
| 7/14/2025 | AdvisorNet Financial Inc | 41,889 | $3.24M | 0.2% | -54.0% | 0.007% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,457 | $1.27M | 0.0% | -7.3% | 0.003% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 2,704 | $209K | 0.0% | N/A | 0.000% | |
| 7/9/2025 | Finley Financial LLC | 188,437 | $14.57M | 7.3% | +4.7% | 0.032% | |
| 7/9/2025 | Byrne Asset Management LLC | 13,810 | $1.07M | 0.7% | N/A | 0.002% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 35,227 | $2.72M | 1.9% | +255.1% | 0.006% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 18,427 | $1.43M | 0.1% | -0.9% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 10,980 | $849K | 0.0% | +95.5% | 0.002% | |
| 7/2/2025 | LVM Capital Management Ltd. MI | 58,436 | $4.52M | 0.5% | -1.8% | 0.010% | |
| 5/16/2025 | NewEdge Advisors LLC | 54,093 | $3.78M | 0.0% | -33.4% | 0.009% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 229,451 | $16.02M | 0.2% | +17.3% | 0.040% | |
| 5/15/2025 | Baird Financial Group Inc. | 90,508 | $6.32M | 0.0% | +1.1% | 0.016% | |
| 5/15/2025 | OLD Mission Capital LLC | 262,917 | $18.35M | 0.2% | N/A | 0.046% | |
| 5/15/2025 | Oarsman Capital Inc. | 31,354 | $2.19M | 0.4% | +9.9% | 0.006% | |
| 5/14/2025 | SVB Wealth LLC | 1,116 | $78K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Broadview Financial Management LLC | 13,220 | $923K | 0.7% | -3.3% | 0.002% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,834,521 | $128.09M | 0.0% | -22.3% | 0.322% | |
| 5/14/2025 | Summit Financial LLC | 82,808 | $5.78M | 0.2% | +10.6% | 0.015% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 5,063,608 | $353.49M | 8.6% | +7.4% | 0.889% | |
| 5/13/2025 | Knuff & Co LLC | 1,005 | $70K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Finley Financial LLC | 180,006 | $12.94M | 7.2% | +5.9% | 0.032% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,561 | $179K | 0.0% | +32.5% | 0.000% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 16,367 | $1.14M | 0.1% | +12.7% | 0.003% | |
| 5/12/2025 | JPMorgan Chase & Co. | 2,332,899 | $162.86M | 0.0% | +222.5% | 0.410% | |
| 5/12/2025 | ESL Trust Services LLC | 1,120 | $78K | 0.0% | -18.2% | 0.000% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 15,813 | $1.10M | 0.0% | +1.9% | 0.003% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 11,025 | $770K | 0.2% | -74.3% | 0.002% | |
| 5/9/2025 | Prairieview Wealth Partners LLC | 45,413 | $3.17M | 3.9% | -4.4% | 0.008% | |
| 5/8/2025 | TIAA Trust National Association | 3,180 | $222K | 0.0% | -5.4% | 0.001% | |
| 5/8/2025 | Roble Belko & Company Inc | 43,300 | $3.02M | 0.5% | -1.7% | 0.008% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,935 | $694K | 0.0% | +165.2% | 0.002% | |
| 5/8/2025 | Cozad Asset Management Inc. | 22,786 | $1.59M | 0.2% | +0.9% | 0.004% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 39,129 | $2.73M | 0.3% | +21.2% | 0.007% | |
| 5/7/2025 | NYL Investors LLC | 190,100 | $13.27M | 0.9% | -1.5% | 0.033% | |
| 5/7/2025 | Vantage Financial Partners LLC | 332,656 | $23.22M | 5.8% | -1.7% | 0.058% | |
| 5/7/2025 | Equitable Trust Co. | 416,585 | $29.08M | 1.6% | -0.5% | 0.073% | |
| 5/2/2025 | First Command Advisory Services Inc. | 93,380 | $6.52M | 0.1% | -27.5% | 0.016% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 40,926 | $2.86M | 0.3% | +10.7% | 0.007% | |
| 5/1/2025 | Fifth Third Securities Inc. | 16,229 | $1.13M | 0.1% | +2.1% | 0.003% | |
| 4/30/2025 | MeadowBrook Investment Advisors LLC | 725 | $51K | 0.0% | -29.3% | 0.000% | |
| 4/29/2025 | Fund Evaluation Group LLC | 1,720,828 | $120.13M | 5.2% | +13.2% | 0.302% | |
| 4/29/2025 | Bank of New York Mellon Corp | 150,166 | $10.48M | 0.0% | +16.1% | 0.026% | |
| 4/29/2025 | Olde Wealth Management LLC | 42,900 | $2.99M | 1.1% | -0.6% | 0.008% | |
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| 4/29/2025 | Columbia River Financial Group LLC | 12,615 | $880K | 0.6% | -2.1% | 0.002% | |
| 4/29/2025 | Strategic Blueprint LLC | 52,065 | $3.64M | 0.2% | +781.0% | 0.009% | |
| 4/29/2025 | Davidson Trust Co. | 36,193 | $2.53M | 1.2% | -5.1% | 0.006% | |
| 4/28/2025 | Private Trust Co. NA | 6,735 | $470K | 0.0% | +11.1% | 0.001% | |
| 4/28/2025 | Arlington Trust Co LLC | 21,201 | $1.48M | 0.3% | +1.0% | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 3,970 | $283K | 0.1% | -18.8% | 0.001% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 11,845 | $827K | 0.3% | -4.6% | 0.002% | |
| 4/25/2025 | Dougherty Wealth Advisers LLC | 50,399 | $3.52M | 2.6% | +1.7% | 0.009% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 18,591 | $1.30M | 0.1% | -19.0% | 0.003% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 9,921 | $693K | 0.6% | -70.6% | 0.002% | |
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