| 5/2/2025 | Sage Mountain Advisors LLC | 5,848 | $295K | 0.0% | +10.5% | 0.000% | |
| 5/2/2025 | West Family Investments Inc. | 5,966 | $301K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 12,884 | $649K | 0.0% | +66.4% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. | 43,091 | $2.17M | 0.0% | +20.1% | 0.002% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 106,220 | $5.36M | 0.0% | +103.7% | 0.006% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,743 | $340K | 0.0% | +9.9% | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 39,593 | $2.00M | 0.0% | +2.7% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 14,147 | $713K | 0.0% | +1.5% | 0.001% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 23,546 | $1.19M | 0.1% | -10.1% | 0.001% | |
| 5/1/2025 | CWM LLC | 5,063 | $255K | 0.0% | -9.7% | 0.000% | |
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| 5/1/2025 | TFR Capital LLC. | 4,540 | $229K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 30,102 | $1.52M | 0.1% | -17.5% | 0.002% | |
| 5/1/2025 | Kathmere Capital Management LLC | 49,774 | $2.51M | 0.2% | +3.4% | 0.003% | |
| 5/1/2025 | Ballentine Partners LLC | 21,111 | $1.06M | 0.0% | +6.7% | 0.001% | |
| 5/1/2025 | Diversify Wealth Management LLC | 47,917 | $2.58M | 0.2% | +11.9% | 0.003% | |
| 5/1/2025 | Sage Rhino Capital LLC | 7,426 | $374K | 0.1% | +4.5% | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 144,255 | $7.27M | 0.0% | +33.5% | 0.008% | |
| 4/30/2025 | Alps Advisors Inc. | 17,356 | $875K | 0.0% | -12.7% | 0.001% | |
| 4/30/2025 | Capital Insight Partners LLC | 69,373 | $3.50M | 0.6% | -1.0% | 0.004% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,063 | $255K | 0.0% | -10.1% | 0.000% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 693 | $37K | 0.0% | +325.2% | 0.000% | |
| 4/30/2025 | Linden Thomas Advisory Services LLC | 10,828 | $546K | 0.1% | +12.0% | 0.001% | |
| 4/30/2025 | Personal CFO Solutions LLC | 8,282 | $418K | 0.1% | -2.7% | 0.000% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 8,085 | $408K | 0.0% | +15.5% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 38,965 | $1.96M | 0.0% | -1.8% | 0.002% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 270,094 | $13.62M | 0.2% | +0.2% | 0.015% | |
| 4/29/2025 | Callan Capital LLC | 10,238 | $516K | 0.0% | +26.2% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,213 | $112K | 0.0% | -55.2% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,820,102 | $91.75M | 0.0% | -4.2% | 0.098% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 5,164 | $260K | 0.0% | -16.9% | 0.000% | |
| 4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 15,064 | $759K | 0.0% | -17.1% | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 9,877 | $498K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 249,475 | $12.58M | 0.0% | +0.3% | 0.013% | |
| 4/29/2025 | Seascape Capital Management | 85,833 | $4.33M | 1.5% | -1.2% | 0.005% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,962 | $199K | 0.1% | -10.1% | 0.000% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 47,850 | $2.41M | 0.6% | +19.4% | 0.003% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 21,690 | $1.09M | 0.0% | -10.5% | 0.001% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 15,347 | $774K | 0.0% | +3.7% | 0.001% | |
| 4/28/2025 | Ativo Capital Management LLC | 44,961 | $2.27M | 1.9% | -0.8% | 0.002% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 17,499 | $882K | 0.1% | +3.4% | 0.001% | |
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| 4/28/2025 | WCM Investment Management LLC | 65,422 | $3.28M | 0.0% | +36.2% | 0.004% | |
| 4/28/2025 | Cidel Asset Management Inc. | 17,090 | $862K | 0.1% | +2.5% | 0.001% | |
| 4/28/2025 | Vontobel Holding Ltd. | 10,384 | $523K | 0.0% | N/A | 0.001% | |
| 4/25/2025 | Shilanski & Associates Inc. | 4,997 | $252K | 0.1% | -9.2% | 0.000% | |
| 4/25/2025 | Naviter Wealth LLC | 41,550 | $2.08M | 0.3% | +1.4% | 0.002% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 14,931 | $756K | 0.0% | +4.2% | 0.001% | |
| 4/24/2025 | BSW Wealth Partners | 8,512 | $429K | 0.1% | -27.7% | 0.000% | |
| 4/24/2025 | Money Concepts Capital Corp | 15,604 | $787K | 0.1% | +237.4% | 0.001% | |
| 4/24/2025 | PDS Planning Inc | 8,475 | $427K | 0.0% | +10.1% | 0.000% | |
| 4/23/2025 | Arlington Partners LLC | 88,999 | $4.49M | 1.8% | -3.1% | 0.005% | |
| 4/23/2025 | Golden State Wealth Management LLC | 588 | $30K | 0.0% | +100.0% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 542 | $27K | 0.0% | -63.4% | 0.000% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 74,443 | $3.75M | 0.0% | -1.3% | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,957 | $956K | 0.0% | +19.5% | 0.001% | |
| 4/22/2025 | Nilsine Partners LLC | 5,973 | $301K | 0.0% | -18.5% | 0.000% | |
| 4/21/2025 | Blue Trust Inc. | 8,096 | $408K | 0.0% | +72.0% | 0.000% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 21,809 | $1.10M | 0.0% | -52.8% | 0.001% | |
| 4/21/2025 | Puzo Michael J | 10,343 | $521K | 0.1% | +8.4% | 0.001% | |
| 4/18/2025 | Clarius Group LLC | 9,117 | $460K | 0.0% | +16.0% | 0.000% | |
| 4/18/2025 | Hemenway Trust Co LLC | 38,775 | $1.96M | 0.2% | +4.1% | 0.002% | |
| 4/17/2025 | Grove Bank & Trust | 3,174 | $160K | 0.0% | -6.0% | 0.000% | |
| 4/17/2025 | QRG Capital Management Inc. | 247,187 | $12.46M | 0.1% | +6.6% | 0.013% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 5,944 | $300K | 0.0% | +22.5% | 0.000% | |
| 4/17/2025 | Adero Partners LLC | 4,329 | $218K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 3,970 | $200K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 59,976 | $3.02M | 0.0% | -6.5% | 0.003% | |
| 4/17/2025 | Mission Wealth Management LP | 20,607 | $1.04M | 0.0% | -1.1% | 0.001% | |
| 4/17/2025 | D Orazio & Associates Inc. | 18,184 | $917K | 0.1% | +3.3% | 0.001% | |
| 4/17/2025 | Ritholtz Wealth Management | 143,962 | $7.26M | 0.2% | -2.9% | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 41,709 | $2.10M | 0.0% | -10.3% | 0.002% | |
| 4/16/2025 | Tritonpoint Wealth LLC | 4,717 | $238K | 0.0% | -6.0% | 0.000% | |
| 4/16/2025 | Marshall Financial Group LLC | 7,437 | $375K | 0.1% | -22.6% | 0.000% | |
| 4/16/2025 | Baker Chad R | 169,025 | $8.52M | 1.7% | +50.3% | 0.009% | |
| 4/15/2025 | Net Worth Advisory Group | 5,271 | $266K | 0.1% | -4.3% | 0.000% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 3,985 | $201K | 0.1% | N/A | 0.000% | |
| 4/15/2025 | Fifth Third Bancorp | 3,734 | $188K | 0.0% | -13.4% | 0.000% | |
| 4/15/2025 | Simon Quick Advisors LLC | 4,779 | $241K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | SG Americas Securities LLC | 64,071 | $3.23M | 0.0% | +4.0% | 0.003% | |
| 4/15/2025 | GAMMA Investing LLC | 13,471 | $679K | 0.1% | +23.5% | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,886 | $1.16M | 0.0% | +2.0% | 0.001% | |
| 4/14/2025 | Portside Wealth Group LLC | 12,035 | $607K | 0.1% | +2.8% | 0.001% | |
| 4/14/2025 | Park Avenue Securities LLC | 65,050 | $3.28M | 0.0% | +6.3% | 0.004% | |
| 4/14/2025 | Sivia Capital Partners LLC | 4,437 | $224K | 0.1% | N/A | 0.000% | |
| 4/11/2025 | Blue Zone Wealth Advisors LLC | 123,841 | $6.24M | 1.7% | +11.0% | 0.007% | |
| 4/11/2025 | First Affirmative Financial Network | 8,081 | $407K | 0.2% | -3.9% | 0.000% | |
| 4/10/2025 | Lmcg Investments LLC | 29,590 | $1.49M | 0.1% | -2.9% | 0.002% | |
| 4/10/2025 | Portside Wealth Group LLC | 11,710 | $590K | 0.1% | +2.5% | 0.001% | |
| 4/10/2025 | Heritage Family Offices LLP | 18,660 | $941K | 0.5% | -24.2% | 0.001% | |
| 4/9/2025 | Merit Financial Group LLC | 11,757 | $593K | 0.0% | +77.7% | 0.001% | |
| 4/9/2025 | Mitchell & Pahl Private Wealth LLC | 19,463 | $981K | 0.5% | -3.5% | 0.001% | |
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| 4/9/2025 | 180 Wealth Advisors LLC | 4,523 | $228K | 0.0% | -20.2% | 0.000% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 13,832 | $697K | 0.2% | -1.7% | 0.001% | |
| 4/8/2025 | Rhumbline Advisers | 34,906 | $1.76M | 0.0% | +1.2% | 0.002% | |
| 4/8/2025 | Parallel Advisors LLC | 8,093 | $408K | 0.0% | +37.3% | 0.000% | |
| 4/7/2025 | Summit Global Investments | 22,414 | $1.13M | 0.1% | N/A | 0.001% | |
| 4/7/2025 | GAMMA Investing LLC | 679,073 | $34.23M | 0.0% | +6,125.5% | 0.037% | |
| 4/3/2025 | Versant Capital Management Inc | 10,172 | $513K | 0.1% | +1,382.8% | 0.001% | |
| 4/3/2025 | Boston Common Asset Management LLC | 106,248 | $5.36M | 0.2% | +12.8% | 0.006% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 46,476 | $2.11M | 0.0% | +12.3% | 0.003% | |
| 2/27/2025 | Brucke Financial Inc. | 13,507 | $674K | 0.6% | N/A | 0.001% | |
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