| 7/25/2025 | Community Bank N.A. | 8,105 | $455K | 0.1% | -14.4% | 0.005% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 5,059 | $284K | 0.0% | -46.1% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,167 | $234K | 0.0% | -16.7% | 0.002% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,501 | $421K | 0.0% | +3.9% | 0.004% | |
| 7/25/2025 | RHS Financial LLC | 6,337 | $356K | 0.2% | -85.6% | 0.004% | |
| 7/25/2025 | CWM LLC | 866 | $49K | 0.0% | -40.7% | 0.000% | |
| 7/25/2025 | Transcendent Capital Group LLC | 42,183 | $2.37M | 1.2% | -1.5% | 0.024% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 96,927 | $5.44M | 1.3% | -2.1% | 0.055% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,598 | $258K | 0.0% | +9.4% | 0.003% | |
| 7/24/2025 | Blue Trust Inc. | 94,773 | $5.32M | 0.1% | +6.0% | 0.054% | |
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| 7/24/2025 | Galvin Gaustad & Stein LLC | 6,035 | $339K | 0.0% | +48.5% | 0.003% | |
| 7/24/2025 | IFP Advisors Inc | 3,749 | $210K | 0.0% | +6.4% | 0.002% | |
| 7/23/2025 | Eagle Strategies LLC | 4,791 | $269K | 0.0% | +6.8% | 0.003% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 59,127 | $3.32M | 0.3% | -2.7% | 0.034% | |
| 7/23/2025 | Narwhal Capital Management | 4,560 | $256K | 0.0% | -4.3% | 0.003% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 4,425 | $243K | 0.1% | -48.0% | 0.003% | |
| 7/23/2025 | Financial Life Advisors | 206,913 | $11.61M | 4.0% | +30.1% | 0.118% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 936,819 | $52.57M | 0.7% | +3,756.8% | 0.533% | |
| 7/22/2025 | Red Tortoise LLC | 166,907 | $9.37M | 4.5% | -8.8% | 0.095% | |
| 7/22/2025 | Belpointe Asset Management LLC | 5,823 | $327K | 0.0% | -62.0% | 0.003% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 22,612 | $1.27M | 0.2% | N/A | 0.013% | |
| 7/22/2025 | Kickstand Ventures LLC. | 22,612 | $1.27M | 0.3% | N/A | 0.013% | |
| 7/22/2025 | Simplicity Wealth LLC | 51,870 | $2.91M | 0.1% | +71.6% | 0.030% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 206,328 | $11.58M | 0.3% | +79.8% | 0.117% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 300,912 | $16.89M | 0.9% | +22.6% | 0.171% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 58,070 | $3.18M | 0.7% | +3.9% | 0.033% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 893 | $50K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 57,234 | $3.21M | 0.4% | +16.4% | 0.033% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 1,712 | $96K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 2,858,699 | $160.43M | 0.6% | +3.2% | 1.628% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 7,356 | $413K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Vicus Capital | 164,718 | $9.24M | 0.8% | +3.0% | 0.094% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 68,255 | $3.83M | 0.3% | -0.6% | 0.039% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 23,517 | $1.32M | 0.3% | -21.7% | 0.013% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 450 | $25K | 0.0% | -80.4% | 0.000% | |
| 7/18/2025 | Forza Wealth Management LLC | 3,795 | $213K | 0.1% | N/A | 0.002% | |
| 7/18/2025 | PFG Investments LLC | 12,282 | $689K | 0.0% | +8.8% | 0.007% | |
| 7/18/2025 | Truist Financial Corp | 879,137 | $49.34M | 0.1% | +2.3% | 0.501% | |
| 7/17/2025 | One Wealth Advisors LLC | 8,362 | $469K | 0.1% | N/A | 0.005% | |
| 7/17/2025 | Gleason Group Inc. | 339,624 | $19.06M | 2.1% | N/A | 0.193% | |
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| 7/17/2025 | Income Research & Management | 705,962 | $39.62M | 10.6% | N/A | 0.402% | |
| 7/17/2025 | Independence Bank of Kentucky | 36,642 | $2.06M | 0.3% | +13.4% | 0.021% | |
| 7/17/2025 | Barry Investment Advisors LLC | 710,799 | $39.89M | 9.9% | +16.6% | 0.405% | |
| 7/16/2025 | ORG Wealth Partners LLC | 1,037 | $58K | 0.0% | -15.3% | 0.001% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 245,276 | $13.77M | 7.5% | +29.7% | 0.140% | |
| 7/16/2025 | GenWealth Group Inc. | 268,382 | $15.06M | 3.0% | +6.1% | 0.153% | |
| 7/16/2025 | Perigon Wealth Management LLC | 48,808 | $2.74M | 0.1% | -13.3% | 0.028% | |
| 7/15/2025 | LeConte Wealth Management LLC | 11,105 | $623K | 0.4% | -28.3% | 0.006% | |
| 7/15/2025 | Retireful LLC | 20,566 | $1.15M | 0.8% | N/A | 0.012% | |
| 7/15/2025 | Mather Group LLC. | 136,415 | $7.66M | 0.1% | -7.0% | 0.078% | |
| 7/15/2025 | Compagnie Lombard Odier SCmA | 31,181 | $1.75M | 0.0% | +7.1% | 0.018% | |
| 7/14/2025 | Iams Wealth Management LLC | 4,056 | $228K | 0.1% | N/A | 0.002% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 263,422 | $14.78M | 0.4% | +1.5% | 0.150% | |
| 7/11/2025 | Annex Advisory Services LLC | 28,261 | $1.59M | 0.0% | -99.0% | 0.016% | |
| 7/11/2025 | Skyline Advisors Inc. | 39,683 | $2.23M | 0.8% | +2.3% | 0.023% | |
| 7/11/2025 | Quadratic Capital Management LLC | 139,823 | $7.85M | 3.2% | -6.5% | 0.080% | |
| 7/11/2025 | Farther Finance Advisors LLC | 29,769 | $1.67M | 0.0% | -21.5% | 0.017% | |
| 7/11/2025 | Essex Savings Bank | 11,837 | $664K | 0.2% | +5.9% | 0.007% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 138,098 | $7.75M | 2.5% | +1.0% | 0.079% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 454,228 | $25.15M | 0.0% | -14.4% | 0.259% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 47,782 | $2.68M | 0.2% | +15.5% | 0.027% | |
| 7/10/2025 | Focus Financial Network Inc. | 75,668 | $4.25M | 0.2% | +2.6% | 0.043% | |
| 7/9/2025 | Aurelius Family Office LLC | 192,650 | $10.81M | 5.1% | +4.1% | 0.110% | |
| 7/9/2025 | Archer Investment Management LLC | 18,816 | $1.06M | 0.8% | +61.8% | 0.011% | |
| 7/9/2025 | O Brien Wealth Partners LLC | 162,414 | $9.12M | 1.4% | +2.4% | 0.092% | |
| 7/9/2025 | Westshore Wealth LLC | 162,530 | $9.12M | 3.5% | +4.0% | 0.093% | |
| 7/7/2025 | Kings Path Partners LLC | 33,128 | $1.86M | 0.7% | +4.8% | 0.019% | |
| 7/7/2025 | Versant Capital Management Inc | 55,881 | $3.14M | 0.5% | +9.6% | 0.032% | |
| 7/7/2025 | Centurion Wealth Management LLC | 16,885 | $948K | 0.3% | +16.8% | 0.010% | |
| 7/2/2025 | S. R. Schill & Associates | 100,683 | $5.65M | 4.2% | -14.5% | 0.058% | |
| 7/2/2025 | HBW Advisory Services LLC | 6,653 | $373K | 0.0% | N/A | 0.004% | |
| 6/18/2025 | Voya Investment Management LLC | 4,340,700 | $250.07M | 0.3% | -0.8% | 2.510% | |
| 6/2/2025 | Modern Wealth Management LLC | 3,704 | $213K | 0.0% | N/A | 0.002% | |
| 5/23/2025 | Strategic Financial Services Inc. | 1,035,908 | $59.68M | 3.5% | -2.6% | 0.599% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 699 | $40K | 0.0% | -25.9% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 15,320 | $883K | 0.0% | N/A | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 671,840 | $38.71M | 0.1% | +13,917.1% | 0.389% | |
| 5/19/2025 | SCS Capital Management LLC | 3,151,629 | $181.57M | 2.3% | +5.6% | 1.822% | |
| 5/16/2025 | Empowered Funds LLC | 171,305 | $9.83M | 0.1% | +5.5% | 0.099% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 4,227 | $242K | 0.0% | +4,044.1% | 0.002% | |
| 5/16/2025 | Bell Investment Advisors Inc | 119,266 | $6.87M | 1.3% | -9.0% | 0.069% | |
| 5/16/2025 | Everstar Asset Management LLC | 6,137 | $354K | 0.1% | N/A | 0.004% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 20,226 | $1.17M | 0.0% | -35.7% | 0.012% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 701,631 | $40.42M | 0.0% | -21.2% | 0.406% | |
| 5/16/2025 | Jones Financial Companies Lllp | 204,151 | $11.76M | 0.0% | +2,723.7% | 0.118% | |
| 5/16/2025 | Talon Private Wealth LLC | 32,075 | $1.85M | 0.2% | -40.2% | 0.019% | |
| 5/16/2025 | Nepc LLC | 6,357,273 | $366.24M | 10.1% | +4.9% | 3.676% | |
| 5/16/2025 | NewEdge Advisors LLC | 45,592 | $2.63M | 0.0% | -31.4% | 0.026% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 138,850 | $8.00M | 0.0% | -9.0% | 0.080% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,719 | $329K | 0.0% | +7.9% | 0.003% | |
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| 5/15/2025 | Federation des caisses Desjardins du Quebec | 735,319 | $42.36M | 0.2% | +1.9% | 0.425% | |
| 5/15/2025 | First Financial Bankshares Inc | 240,500 | $13.86M | 0.3% | +31.5% | 0.139% | |
| 5/15/2025 | Royal Bank of Canada | 521,231 | $30.03M | 0.0% | -27.4% | 0.301% | |
| 5/15/2025 | Betterment LLC | 422,657 | $24.35M | 0.1% | +9.6% | 0.244% | |
| 5/15/2025 | Baird Financial Group Inc. | 73,867 | $4.26M | 0.0% | -2.4% | 0.043% | |
| 5/15/2025 | Vident Advisory LLC | 28,076 | $1.62M | 0.0% | +124.7% | 0.016% | |
| 5/15/2025 | Tortoise Investment Management LLC | 469,966 | $27.08M | 2.8% | +3.8% | 0.268% | |
| 5/14/2025 | Truvestments Capital LLC | 5,679 | $327K | 0.1% | -37.9% | 0.003% | |
| 5/14/2025 | CreativeOne Wealth LLC | 40,358 | $2.33M | 0.1% | -1.8% | 0.023% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 5,030 | $290K | 0.1% | -72.4% | 0.003% | |
