| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 39,966 | $3.41M | 0.4% | +80.2% | 0.027% | |
| 7/22/2025 | DAVENPORT & Co LLC | 24,168 | $2.06M | 0.0% | +526.8% | 0.016% | |
| 7/22/2025 | Valpey Financial Services LLC | 38,224 | $3.26M | 2.3% | N/A | 0.026% | |
| 7/22/2025 | Verus Wealth Management LLC | 48,656 | $4.15M | 4.2% | -1.8% | 0.033% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 874,759 | $74.54M | 8.0% | -0.4% | 0.593% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 32,356 | $2.76M | 0.1% | -1.5% | 0.022% | |
| 7/22/2025 | Windward Private Wealth Management Inc. | 300,799 | $25.63M | 9.2% | +5.7% | 0.204% | |
| 7/21/2025 | Andina Capital Management LLC | 37,153 | $3.17M | 2.2% | +18.0% | 0.025% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,049 | $89K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Vicus Capital | 2,845 | $242K | 0.0% | N/A | 0.002% | |
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| 7/18/2025 | Naples Global Advisors LLC | 4,431 | $378K | 0.0% | +19.4% | 0.003% | |
| 7/18/2025 | Trilogy Capital Inc. | 9,745 | $830K | 0.0% | +30.0% | 0.007% | |
| 7/18/2025 | Truist Financial Corp | 1,203,793 | $102.58M | 0.2% | +18.0% | 0.816% | |
| 7/17/2025 | LifeGuide Financial Advisors LLC | 7,112 | $606K | 0.2% | N/A | 0.005% | |
| 7/17/2025 | HB Wealth Management LLC | 10,045 | $856K | 0.0% | -67.0% | 0.007% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,595,820 | $135.98M | 0.4% | -0.7% | 1.082% | |
| 7/17/2025 | Fifth Third Securities Inc. | 139,725 | $11.91M | 0.9% | -1.2% | 0.095% | |
| 7/17/2025 | Cairn Investment Group Inc. | 24,357 | $2.08M | 1.1% | -3.4% | 0.017% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 4,383 | $374K | 0.0% | N/A | 0.003% | |
| 7/16/2025 | Diversified Enterprises LLC | 77,002 | $6.56M | 0.5% | +22.7% | 0.052% | |
| 7/16/2025 | First American Bank | 4,323 | $368K | 0.0% | -12.0% | 0.003% | |
| 7/16/2025 | Highline Wealth Partners LLC | 98,215 | $8.37M | 2.5% | -17.6% | 0.067% | |
| 7/16/2025 | Register Financial Advisors LLC | 388 | $33K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | Perigon Wealth Management LLC | 52,294 | $4.46M | 0.1% | -0.7% | 0.035% | |
| 7/16/2025 | Plancorp LLC | 9,893 | $843K | 0.0% | -20.8% | 0.007% | |
| 7/16/2025 | Newton One Investments LLC | 831 | $71K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Verum Partners LLC | 16,193 | $1.38M | 0.3% | -1.2% | 0.011% | |
| 7/15/2025 | TD Private Client Wealth LLC | 30,762 | $2.62M | 0.1% | -18.1% | 0.021% | |
| 7/15/2025 | Accurate Wealth Management LLC | 20,936 | $1.81M | 0.3% | +3.4% | 0.014% | |
| 7/15/2025 | Maseco LLP | 747 | $64K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Axis Wealth Partners LLC | 7,733 | $659K | 0.4% | N/A | 0.005% | |
| 7/15/2025 | Fifth Third Bancorp | 6,427 | $548K | 0.0% | +175.2% | 0.004% | |
| 7/15/2025 | Focused Wealth Management Inc | 55,927 | $4.77M | 0.6% | N/A | 0.038% | |
| 7/14/2025 | AdvisorNet Financial Inc | 13,388 | $1.14M | 0.1% | +325.7% | 0.009% | |
| 7/14/2025 | Ridgewood Investments LLC | 23,236 | $1.98M | 0.9% | -4.4% | 0.016% | |
| 7/11/2025 | Scratch Capital LLC | 13,205 | $1.13M | 0.9% | -29.4% | 0.009% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,120 | $607K | 0.0% | -2.5% | 0.005% | |
| 7/11/2025 | Essex Savings Bank | 9,863 | $840K | 0.2% | -2.2% | 0.007% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 234,086 | $19.95M | 0.2% | N/A | 0.159% | |
| 7/10/2025 | Envision Financial LLC | 40,782 | $3.48M | 2.3% | -1.2% | 0.028% | |
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| 7/10/2025 | Affiance Financial LLC | 3,395 | $289K | 0.1% | N/A | 0.002% | |
| 7/10/2025 | Fulton Bank N.A. | 27,506 | $2.34M | 0.1% | +71.6% | 0.019% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 237,150 | $20.54M | 0.0% | -3.5% | 0.161% | |
| 7/10/2025 | RFG Holdings Inc. | 4,113 | $350K | 0.1% | -5.6% | 0.003% | |
| 7/9/2025 | Aurelius Family Office LLC | 23,255 | $1.98M | 0.9% | +6.4% | 0.016% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 20,192 | $1.72M | 1.3% | -14.0% | 0.014% | |
| 7/9/2025 | Navigation Wealth Management Inc. | 6,327 | $539K | 0.8% | N/A | 0.004% | |
| 7/9/2025 | Sapient Capital LLC | 15,677 | $1.34M | 0.0% | -3.2% | 0.011% | |
| 7/9/2025 | Westshore Wealth LLC | 16,518 | $1.41M | 0.5% | +135.9% | 0.011% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 731,432 | $62.33M | 6.4% | +1.5% | 0.496% | |
| 7/9/2025 | Balefire LLC | 3,756 | $320K | 0.1% | +27.0% | 0.003% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 108,141 | $9.22M | 3.4% | +5.2% | 0.073% | |
| 7/9/2025 | WestHill Financial Advisors Inc. | 717,630 | $61.15M | 13.0% | -0.2% | 0.487% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 8,582 | $731K | 0.5% | -19.6% | 0.006% | |
| 7/8/2025 | RMR Wealth Builders | 5,793 | $494K | 0.0% | -2.8% | 0.004% | |
| 7/8/2025 | Apella Capital LLC | 2,408 | $207K | 0.0% | N/A | 0.002% | |
| 7/8/2025 | Parallel Advisors LLC | 5,560 | $474K | 0.0% | +286.1% | 0.004% | |
| 7/7/2025 | LBJ Family Wealth Advisors Ltd. | 26,487 | $2.26M | 1.3% | +7.1% | 0.018% | |
| 7/1/2025 | Kera Capital Partners Inc. | 107,919 | $9.20M | 1.8% | +51.2% | 0.078% | |
| 6/4/2025 | First Hawaiian Bank | 140,920 | $11.63M | 0.6% | -7.7% | 0.102% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 20,983 | $1.73M | 0.1% | -68.6% | 0.015% | |
| 5/23/2025 | SWAN Capital LLC | 31,041 | $2.56M | 1.2% | +93.4% | 0.022% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 99,708 | $8.23M | 0.3% | -2.0% | 0.072% | |
| 5/20/2025 | Focus Partners Wealth | 313,326 | $25.86M | 0.1% | +0.9% | 0.226% | |
| 5/19/2025 | Jane Street Group LLC | 67,073 | $5.54M | 0.0% | N/A | 0.048% | |
| 5/19/2025 | SageView Advisory Group LLC | 2,574,673 | $212.51M | 9.1% | +8.7% | 1.855% | |
| 5/19/2025 | SCS Capital Management LLC | 14,705 | $1.21M | 0.0% | N/A | 0.011% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 4,644 | $383K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 3,751 | $310K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 583,695 | $48.18M | 0.0% | +11.6% | 0.397% | |
| 5/16/2025 | Jones Financial Companies Lllp | 39,865 | $3.29M | 0.0% | +107.9% | 0.029% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 2,603 | $215K | 0.2% | N/A | 0.002% | |
| 5/16/2025 | Plancorp LLC | 12,492 | $1.03M | 0.0% | -2.7% | 0.009% | |
| 5/16/2025 | NewEdge Advisors LLC | 76,640 | $6.33M | 0.0% | -0.9% | 0.055% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 132,683 | $10.95M | 0.1% | +1,406.4% | 0.096% | |
| 5/16/2025 | Amundi | 377 | $31K | 0.0% | -75.7% | 0.000% | |
| 5/16/2025 | Ancora Advisors LLC | 1,469 | $121K | 0.0% | -23.8% | 0.001% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 2,580 | $213K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | First Manhattan CO. LLC. | 32,335 | $2.67M | 0.0% | +1.0% | 0.023% | |
| 5/15/2025 | Royal Bank of Canada | 718,400 | $59.30M | 0.0% | +2.5% | 0.517% | |
| 5/15/2025 | MAI Capital Management | 39,767 | $3.28M | 0.0% | +4.3% | 0.029% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 4,102 | $339K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Baird Financial Group Inc. | 14,456 | $1.19M | 0.0% | +160.2% | 0.010% | |
| 5/14/2025 | CreativeOne Wealth LLC | 8,017 | $662K | 0.0% | +10.6% | 0.006% | |
| 5/14/2025 | Ieq Capital LLC | 82,582 | $6.82M | 0.1% | -0.2% | 0.059% | |
| 5/14/2025 | Comerica Bank | 418,541 | $34.55M | 0.1% | +0.6% | 0.301% | |
| 5/14/2025 | Freedom Investment Management Inc. | 111,135 | $9.17M | 0.8% | +327.7% | 0.080% | |
| 5/14/2025 | MetLife Investment Management LLC | 86,807 | $7.17M | 0.0% | N/A | 0.063% | |
| 5/14/2025 | SVB Wealth LLC | 13,339 | $1.10M | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 41,706 | $3.41M | 0.3% | +4.0% | 0.030% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,345 | $2.67M | 0.0% | +4.0% | 0.023% | |
| 5/14/2025 | Kestra Advisory Services LLC | 107,142 | $8.84M | 0.0% | +7.8% | 0.077% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 4,874 | $402K | 0.2% | -4.0% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,404,295 | $115.91M | 0.0% | +41.4% | 1.012% | |
| 5/14/2025 | CW Advisors LLC | 319,415 | $26.37M | 0.3% | +1.4% | 0.230% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 4,091 | $338K | 0.0% | +13.2% | 0.003% | |
| 5/14/2025 | Hsbc Holdings PLC | 41,647 | $3.44M | 0.0% | -8.7% | 0.030% | |
| 5/14/2025 | Andina Capital Management LLC | 31,479 | $2.60M | 1.9% | +16.5% | 0.023% | |
| 5/14/2025 | Wellington Management Group LLP | 590,524 | $48.74M | 0.0% | N/A | 0.425% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 8,701 | $718K | 0.0% | +99.3% | 0.006% | |
