| 6/13/2025 | Optima Capital LLC | 7,944 | $875K | 0.6% | +169.0% | 0.026% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 47,832 | $5.27M | 0.2% | -4.2% | 0.158% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,475 | $713K | 0.0% | +154.9% | 0.021% | |
| 5/20/2025 | Integrity Alliance LLC. | 64,569 | $7.11M | 0.3% | N/A | 0.213% | |
| 5/19/2025 | SCS Capital Management LLC | 18,454 | $2.03M | 0.0% | N/A | 0.061% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 4,772 | $526K | 0.2% | N/A | 0.016% | |
| 5/16/2025 | Hamilton Capital LLC | 60,388 | $6.65M | 0.4% | +23.9% | 0.199% | |
| 5/16/2025 | Guardian Partners Inc. | 50,592 | $5.34M | 0.5% | +1,136.4% | 0.167% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 289,993 | $31.95M | 0.0% | -32.1% | 0.957% | |
| 5/16/2025 | Jones Financial Companies Lllp | 268,196 | $29.55M | 0.0% | +2,816.4% | 0.885% | |
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| 5/16/2025 | Permanens Capital L.P. | 317,244 | $34.95M | 6.3% | +104.9% | 1.047% | |
| 5/16/2025 | NewEdge Advisors LLC | 49,633 | $5.47M | 0.0% | +5.0% | 0.164% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,672 | $1.95M | 0.0% | +8.4% | 0.058% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 24,523 | $2.70M | 0.0% | +2.0% | 0.081% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,038 | $114K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 154,832 | $17.06M | 0.0% | -1.7% | 0.511% | |
| 5/15/2025 | Calton & Associates Inc. | 3,775 | $416K | 0.1% | -3.5% | 0.012% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 2,780 | $306K | 0.1% | -7.5% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,454 | $711K | 0.0% | -68.1% | 0.021% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 1,610 | $177K | 0.1% | N/A | 0.005% | |
| 5/14/2025 | Ieq Capital LLC | 19,287 | $2.13M | 0.0% | +117.8% | 0.064% | |
| 5/14/2025 | CSM Advisors LLC | 25,554 | $2.82M | 0.2% | -0.5% | 0.084% | |
| 5/14/2025 | Comerica Bank | 16,727 | $1.84M | 0.0% | +1.4% | 0.055% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 24,571 | $2.72M | 0.3% | +2.4% | 0.081% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 68,028 | $7.50M | 0.0% | -74.9% | 0.225% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,991 | $5.18M | 0.0% | -17.8% | 0.155% | |
| 5/14/2025 | Summit Financial LLC | 224,707 | $24.76M | 0.7% | +584.0% | 0.742% | |
| 5/14/2025 | Flow Traders U.S. LLC | 84,591 | $9.32M | 0.4% | N/A | 0.279% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 280,853 | $30.94M | 0.5% | +83.2% | 0.927% | |
| 5/13/2025 | Global View Capital Management LLC | 21,223 | $2.34M | 0.8% | -21.4% | 0.070% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 31,671 | $3.49M | 0.0% | +28.8% | 0.105% | |
| 5/13/2025 | Raymond James Financial Inc. | 411,300 | $45.32M | 0.0% | -26.2% | 1.357% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 7,639 | $842K | 0.6% | +18.0% | 0.025% | |
| 5/13/2025 | Cresset Asset Management LLC | 9,530 | $1.05M | 0.0% | -7.7% | 0.031% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 7,049 | $777K | 0.0% | N/A | 0.023% | |
| 5/13/2025 | Anfield Capital Management LLC | 50,817 | $5.60M | 2.1% | -47.4% | 0.168% | |
| 5/13/2025 | HighTower Advisors LLC | 30,701 | $3.38M | 0.0% | +5.5% | 0.101% | |
| 5/12/2025 | Independent Advisor Alliance | 3,682 | $406K | 0.0% | -26.5% | 0.012% | |
| 5/12/2025 | SouthState Corp | 360 | $40K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Condor Capital Management | 70,002 | $7.71M | 0.7% | +0.4% | 0.231% | |
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| 5/12/2025 | National Bank of Canada FI | 11,110 | $1.22M | 0.0% | +1.4% | 0.037% | |
| 5/12/2025 | AlphaCore Capital LLC | 646 | $71K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 92,803 | $10.23M | 3.7% | -0.6% | 0.306% | |
| 5/9/2025 | Deutsche Bank AG | 39,887 | $4.40M | 0.0% | -1.3% | 0.132% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 552,093 | $60.83M | 0.0% | +33.6% | 1.822% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 17,605 | $1.94M | 0.0% | -9.4% | 0.058% | |
| 5/9/2025 | Blair William & Co. IL | 28,555 | $3.15M | 0.0% | -0.4% | 0.094% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,594 | $286K | 0.0% | -36.6% | 0.009% | |
| 5/8/2025 | Liberty Mutual Group Asset Management Inc. | 698,750 | $76.99M | 25.5% | +2.8% | 2.306% | |
| 5/8/2025 | Moors & Cabot Inc. | 9,291 | $1.02M | 0.1% | -5.6% | 0.031% | |
| 5/8/2025 | Harbour Investments Inc. | 3,081 | $339K | 0.0% | +53.8% | 0.010% | |
| 5/8/2025 | Modera Wealth Management LLC | 2,993 | $330K | 0.0% | +19.4% | 0.010% | |
| 5/8/2025 | Arkadios Wealth Advisors | 2,080 | $229K | 0.0% | N/A | 0.007% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 47,889 | $5.28M | 0.1% | -4.1% | 0.158% | |
| 5/7/2025 | Patten & Patten Inc. TN | 5,705 | $629K | 0.0% | N/A | 0.019% | |
| 5/7/2025 | New Republic Capital LLC | 17,839 | $1.97M | 0.9% | +27.2% | 0.059% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 139,570 | $15.38M | 0.3% | +6.9% | 0.461% | |
| 5/7/2025 | LPL Financial LLC | 518,201 | $57.10M | 0.0% | -5.9% | 1.710% | |
| 5/7/2025 | Bearing Point Capital LLC | 52,593 | $5.80M | 1.2% | +4.0% | 0.174% | |
| 5/7/2025 | Nvwm LLC | 10,783 | $1.19M | 0.3% | +15.8% | 0.036% | |
| 5/7/2025 | Phoenix Financial Ltd. | 21,370 | $2.36M | 0.0% | -46.6% | 0.071% | |
| 5/6/2025 | Cetera Investment Advisers | 25,996 | $2.86M | 0.0% | -0.7% | 0.086% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,685 | $957K | 0.0% | +10.2% | 0.029% | |
| 5/6/2025 | Y Intercept Hong Kong Ltd | 10,957 | $1.21M | 0.1% | +139.8% | 0.036% | |
| 5/5/2025 | Allianz Asset Management GmbH | 216,470 | $23.85M | 0.0% | N/A | 0.714% | |
| 5/5/2025 | Calton & Associates Inc. | 2,874 | $317K | 0.0% | -26.5% | 0.009% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 3,703 | $408K | 0.0% | N/A | 0.012% | |
| 5/5/2025 | Formidable Asset Management LLC | 2,636 | $290K | 0.0% | N/A | 0.009% | |
| 5/5/2025 | Private Advisor Group LLC | 19,480 | $2.15M | 0.0% | -35.1% | 0.064% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 6,741 | $743K | 0.0% | +294.9% | 0.022% | |
| 5/1/2025 | Bleakley Financial Group LLC | 19,831 | $2.19M | 0.1% | +14.3% | 0.065% | |
| 5/1/2025 | CWM LLC | 887 | $98K | 0.0% | -99.2% | 0.003% | |
| 5/1/2025 | Diversify Wealth Management LLC | 19,980 | $2.18M | 0.2% | N/A | 0.066% | |
| 4/30/2025 | Cerity Partners LLC | 12,652 | $1.39M | 0.0% | +4.4% | 0.042% | |
| 4/30/2025 | Sharper & Granite LLC | 57,209 | $6.30M | 2.6% | -6.0% | 0.189% | |
| 4/29/2025 | Financial Counselors Inc. | 2,291 | $252K | 0.0% | N/A | 0.008% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 33,036 | $3.64M | 2.1% | +1.8% | 0.109% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 56,316 | $6.21M | 0.0% | -4.4% | 0.186% | |
| 4/29/2025 | Rice Partnership LLC | 88,293 | $9.73M | 2.0% | +26.0% | 0.291% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 12,502 | $1.38M | 0.0% | +567.1% | 0.041% | |
| 4/29/2025 | Bank of New York Mellon Corp | 18,667 | $2.06M | 0.0% | +109.1% | 0.062% | |
| 4/28/2025 | North Capital Inc. | 751 | $83K | 0.1% | N/A | 0.002% | |
| 4/28/2025 | Able Wealth Management LLC | 4,082 | $450K | 0.2% | -28.1% | 0.013% | |
| 4/28/2025 | Smart Money Group LLC | 2,401 | $265K | 0.2% | -95.6% | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 950 | $105K | 0.0% | +58.3% | 0.003% | |
| 4/28/2025 | Kanawha Capital Management LLC | 5,425 | $598K | 0.0% | -1.8% | 0.018% | |
| 4/25/2025 | K2 Financial Inc. | 2,918 | $295K | 0.3% | +3.4% | 0.010% | |
| 4/25/2025 | Mmbg Investment Advisors CO. | 43,912 | $4.84M | 0.5% | -4.1% | 0.145% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 79,990 | $8.81M | 1.7% | -0.7% | 0.256% | |
| 4/24/2025 | Waverton Investment Management Ltd | 5,818 | $641K | 0.0% | -11.4% | 0.019% | |
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| 4/23/2025 | Western Wealth Management LLC | 4,599 | $507K | 0.0% | +17.1% | 0.015% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 748 | $82K | 0.0% | -15.8% | 0.002% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 33,886 | $3.73M | 0.0% | -2.8% | 0.109% | |
| 4/23/2025 | E&G Advisors LP | 10,810 | $1.19M | 0.3% | +1.0% | 0.035% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 3,796 | $418K | 0.1% | -8.6% | 0.012% | |
| 4/23/2025 | Eagle Strategies LLC | 3,152 | $347K | 0.1% | +29.8% | 0.010% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 33,540 | $3.70M | 0.0% | -1.2% | 0.108% | |
| 4/22/2025 | Runnymede Capital Advisors Inc. | 2,931 | $323K | 0.3% | -29.8% | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,578 | $1.50M | 0.0% | +1.7% | 0.044% | |
| 4/21/2025 | Provident Wealth Management LLC | 500 | $55K | 0.0% | N/A | 0.002% | |
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