| 7/18/2025 | Trilogy Capital Inc. | 7,975 | $324K | 0.0% | -12.9% | 0.014% | |
| 7/18/2025 | Impact Capital Partners LLC | 5,039 | $205K | 0.1% | N/A | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,795 | $317K | 0.0% | -3.4% | 0.014% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 231,883 | $9.43M | 4.8% | +1.0% | 0.402% | |
| 7/17/2025 | KWB Wealth | 24,229 | $917K | 0.1% | -16.3% | 0.042% | |
| 7/17/2025 | Charles Schwab Trust Co | 120,064 | $4.88M | 0.4% | +67.1% | 0.208% | |
| 7/16/2025 | Kathmere Capital Management LLC | 11,670 | $475K | 0.0% | -3.3% | 0.020% | |
| 7/16/2025 | Perigon Wealth Management LLC | 125,549 | $5.11M | 0.1% | -5.5% | 0.217% | |
| 7/15/2025 | Verum Partners LLC | 146,392 | $5.95M | 1.4% | +96.2% | 0.254% | |
| 7/15/2025 | Traction Financial Partners LLC | 103,613 | $4.21M | 2.9% | +0.6% | 0.179% | |
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| 7/15/2025 | Marquette Asset Management LLC | 22,280 | $906K | 0.2% | -47.3% | 0.039% | |
| 7/14/2025 | Sound Stewardship LLC | 78,085 | $3.18M | 1.6% | +2.8% | 0.135% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,574 | $64K | 0.0% | +61.3% | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 471,556 | $19.85M | 0.0% | -10.2% | 0.816% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 217,953 | $8.86M | 0.3% | +4.0% | 0.375% | |
| 7/9/2025 | Breakwater Capital Group | 51,579 | $2.10M | 0.3% | N/A | 0.089% | |
| 7/8/2025 | Legacy Private Trust Co. | 84,002 | $3.42M | 0.2% | -12.7% | 0.145% | |
| 7/8/2025 | Parallel Advisors LLC | 18,400 | $748K | 0.0% | -10.6% | 0.032% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 20,748 | $844K | 0.4% | -5.2% | 0.036% | |
| 7/2/2025 | Capital Market Strategies LLC | 6,835 | $278K | 0.2% | -11.3% | 0.012% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 44,623 | $1.82M | 0.3% | +8.2% | 0.076% | |
| 5/20/2025 | Focus Partners Wealth | 158,505 | $6.00M | 0.0% | +24.4% | 0.270% | |
| 5/16/2025 | Bell Investment Advisors Inc | 7,640 | $289K | 0.1% | +122.8% | 0.013% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,610 | $99K | 0.0% | -78.4% | 0.004% | |
| 5/16/2025 | Ancora Advisors LLC | 5,100 | $193K | 0.0% | +10.9% | 0.009% | |
| 5/15/2025 | EP Wealth Advisors LLC | 13,481 | $510K | 0.0% | +19.8% | 0.023% | |
| 5/15/2025 | Royal Bank of Canada | 727,681 | $27.55M | 0.0% | +5.3% | 1.239% | |
| 5/15/2025 | Baird Financial Group Inc. | 295,448 | $11.19M | 0.0% | -1.4% | 0.503% | |
| 5/14/2025 | Ieq Capital LLC | 17,799 | $674K | 0.0% | +16.8% | 0.030% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 160,351 | $6.07M | 0.5% | -14.7% | 0.273% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 30,492 | $1.15M | 0.0% | -27.5% | 0.052% | |
| 5/14/2025 | Kestra Advisory Services LLC | 31,748 | $1.20M | 0.0% | -3.1% | 0.054% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 9,060 | $343K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 123,143 | $4.66M | 0.0% | +6.7% | 0.210% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,021,350 | $38.67M | 0.0% | +1.2% | 1.739% | |
| 5/13/2025 | Cresset Asset Management LLC | 10,714 | $406K | 0.0% | +3.2% | 0.018% | |
| 5/13/2025 | NFP Retirement Inc. | 410,338 | $15.54M | 1.2% | -2.4% | 0.699% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,300 | $87K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 116,937 | $4.43M | 0.0% | +6.1% | 0.199% | |
| 5/12/2025 | Independent Advisor Alliance | 27,636 | $1.05M | 0.0% | -79.1% | 0.047% | |
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| 5/12/2025 | SouthState Corp | 6,150 | $233K | 0.0% | N/A | 0.010% | |
| 5/12/2025 | Invesco Ltd. | 499,514 | $18.91M | 0.0% | +11.9% | 0.851% | |
| 5/12/2025 | AlphaCore Capital LLC | 6,915 | $262K | 0.0% | N/A | 0.012% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 20,959,358 | $793.52M | 0.1% | +6.5% | 35.694% | |
| 5/9/2025 | WealthShield Partners LLC | 11,656 | $441K | 0.1% | -2.6% | 0.020% | |
| 5/9/2025 | Wealthspire Advisors LLC | 97,538 | $3.69M | 0.0% | -0.9% | 0.166% | |
| 5/8/2025 | TIAA Trust National Association | 5,979 | $226K | 0.0% | -19.9% | 0.010% | |
| 5/8/2025 | US Bancorp DE | 32,087 | $1.22M | 0.0% | -19.4% | 0.055% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,165 | $309K | 0.0% | -17.9% | 0.014% | |
| 5/8/2025 | NorthRock Partners LLC | 3,596 | $136K | 0.0% | +9.6% | 0.006% | |
| 5/8/2025 | First Foundation Advisors | 1,013,774 | $38.38M | 1.6% | -8.3% | 1.730% | |
| 5/7/2025 | LPL Financial LLC | 1,083,891 | $41.04M | 0.0% | -12.6% | 1.849% | |
| 5/7/2025 | Trilogy Capital Inc. | 9,155 | $347K | 0.0% | -3.4% | 0.016% | |
| 5/6/2025 | Assetmark Inc. | 4,624 | $175K | 0.0% | +26.7% | 0.008% | |
| 5/6/2025 | Cetera Investment Advisers | 431,612 | $16.34M | 0.0% | +0.9% | 0.735% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 505,921 | $19.15M | 0.1% | +23.3% | 0.862% | |
| 5/6/2025 | Three Bridge Wealth Advisors LLC | 192,467 | $7.29M | 2.5% | +0.6% | 0.328% | |
| 5/6/2025 | SFE Investment Counsel | 20,948 | $793K | 0.2% | N/A | 0.036% | |
| 5/6/2025 | Accredited Investors Inc. | 194,861 | $7.38M | 0.5% | -3.2% | 0.332% | |
| 5/6/2025 | PFG Advisors | 43,204 | $1.64M | 0.1% | +2.3% | 0.074% | |
| 5/5/2025 | IFP Advisors Inc | 1,920 | $73K | 0.0% | +7,284.6% | 0.003% | |
| 5/5/2025 | Private Advisor Group LLC | 34,894 | $1.32M | 0.0% | -5.2% | 0.059% | |
| 5/5/2025 | Diversify Advisory Services LLC | 35,553 | $1.32M | 0.1% | +2.0% | 0.061% | |
| 5/2/2025 | Wealthfront Advisers LLC | 9,364 | $355K | 0.0% | -22.1% | 0.016% | |
| 5/2/2025 | Sigma Planning Corp | 9,054 | $343K | 0.0% | +9.3% | 0.015% | |
| 5/1/2025 | CWM LLC | 6,706 | $254K | 0.0% | +33.2% | 0.011% | |
| 4/30/2025 | Cerity Partners LLC | 130,699 | $4.95M | 0.0% | +2.8% | 0.220% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 17,900 | $678K | 0.0% | +19.2% | 0.030% | |
| 4/30/2025 | Brown Advisory Inc. | 7,415 | $281K | 0.0% | N/A | 0.012% | |
| 4/29/2025 | Callan Capital LLC | 271,234 | $10.27M | 0.8% | -2.1% | 0.456% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 91,747 | $3.47M | 0.0% | -12.1% | 0.154% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,101 | $269K | 0.0% | N/A | 0.012% | |
| 4/28/2025 | D.A. Davidson & CO. | 25,391 | $961K | 0.0% | +13.4% | 0.043% | |
| 4/25/2025 | Mather Group LLC. | 5,899 | $223K | 0.0% | -8.3% | 0.009% | |
| 4/25/2025 | EnRich Financial Partners LLC | 11,364 | $430K | 0.1% | -13.0% | 0.018% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 884,992 | $33.51M | 4.6% | +2.5% | 1.380% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 670,623 | $25.39M | 2.7% | +6.9% | 1.046% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 77,457 | $2.93M | 0.8% | +1.1% | 0.121% | |
| 4/23/2025 | Perigon Wealth Management LLC | 132,839 | $5.03M | 0.1% | -2.5% | 0.207% | |
| 4/23/2025 | Spire Wealth Management | 7,818 | $296K | 0.0% | -9.6% | 0.012% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 59,641 | $2.26M | 0.2% | -2.1% | 0.093% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,814 | $712K | 0.0% | +56.8% | 0.029% | |
| 4/18/2025 | Lion Street Advisors LLC | 26,399 | $999K | 0.3% | -9.6% | 0.041% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 129,811 | $4.92M | 0.3% | +1.2% | 0.202% | |
| 4/18/2025 | Clarius Group LLC | 53,453 | $2.02M | 0.1% | -2.8% | 0.083% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 4,240 | $161K | 0.1% | -14.9% | 0.007% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 8,073 | $306K | 0.0% | -11.5% | 0.013% | |
| 4/17/2025 | Brighton Jones LLC | 24,291 | $920K | 0.0% | -3.5% | 0.038% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 209,521 | $7.93M | 0.3% | +9.9% | 0.327% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 56,822 | $2.15M | 0.0% | -12.9% | 0.089% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 525,359 | $19.89M | 0.0% | -1.9% | 0.819% | |
| 4/15/2025 | Traction Financial Partners LLC | 103,007 | $3.90M | 3.0% | -3.3% | 0.161% | |
| 4/15/2025 | Integrated Advisors Network LLC | 5,707 | $216K | 0.0% | N/A | 0.009% | |
| 4/15/2025 | GAMMA Investing LLC | 2,354 | $89K | 0.0% | +64.2% | 0.004% | |
| 4/14/2025 | Courier Capital LLC | 6,750 | $256K | 0.0% | N/A | 0.011% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 13,838 | $524K | 0.1% | +11.2% | 0.022% | |
| 4/11/2025 | Verum Partners LLC | 74,597 | $2.82M | 0.8% | +207.8% | 0.121% | |
| 4/10/2025 | Charles Schwab Trust Co | 71,872 | $2.72M | 0.2% | +2.8% | 0.116% | |
| 4/10/2025 | KWB Wealth | 28,949 | $1.21M | 0.1% | -12.7% | 0.047% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 229,594 | $8.69M | 4.9% | +4.5% | 0.372% | |
