| 8/8/2025 | SBI Securities Co. Ltd. | 18,506 | $838K | 0.0% | -15.5% | 0.027% | |
| 8/7/2025 | Aspen Wealth Strategies LLC | 5,710 | $259K | 0.2% | -35.3% | 0.008% | |
| 8/7/2025 | PFG Advisors | 8,980 | $407K | 0.0% | +12.2% | 0.013% | |
| 8/7/2025 | Arbor Trust Wealth Advisors LLC | 61,314 | $2.78M | 1.4% | -0.9% | 0.091% | |
| 8/7/2025 | Rathbones Group PLC | 20,755 | $940K | 0.0% | +5.1% | 0.031% | |
| 8/6/2025 | Prospera Financial Services Inc | 7,943 | $360K | 0.0% | +45.3% | 0.012% | |
| 8/6/2025 | AE Wealth Management LLC | 709 | $32K | 0.0% | +54.8% | 0.001% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 106,230 | $4.81M | 0.1% | +151.1% | 0.158% | |
| 8/6/2025 | Able Wealth Management LLC | 20,302 | $919K | 0.5% | +36.2% | 0.030% | |
| 8/6/2025 | Columbia River Financial Group LLC | 6,295 | $285K | 0.2% | -4.0% | 0.009% | |
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| 8/5/2025 | Simplex Trading LLC | 2,588 | $117K | 0.0% | +66.4% | 0.004% | |
| 8/5/2025 | NewSquare Capital LLC | 29,248 | $1.33M | 0.1% | +6.6% | 0.043% | |
| 8/5/2025 | Bank of Montreal Can | 38,802 | $1.76M | 0.0% | +14.3% | 0.058% | |
| 8/5/2025 | Mission Wealth Management LP | 12,907 | $585K | 0.0% | -3.2% | 0.019% | |
| 8/4/2025 | Linscomb Wealth Inc. | 285,552 | $12.93M | 0.6% | -0.4% | 0.424% | |
| 8/4/2025 | Creekmur Asset Management LLC | 580 | $26K | 0.0% | +172.3% | 0.001% | |
| 8/4/2025 | Kovack Advisors Inc. | 4,624 | $209K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Atria Investments Inc | 10,414 | $472K | 0.0% | +4.5% | 0.015% | |
| 8/4/2025 | Assetmark Inc. | 386,617 | $17.51M | 0.0% | +0.8% | 0.574% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,486 | $475K | 0.0% | +86.0% | 0.016% | |
| 8/4/2025 | World Investment Advisors | 10,475 | $474K | 0.0% | +6.4% | 0.016% | |
| 8/1/2025 | Oarsman Capital Inc. | 7,517 | $340K | 0.1% | -10.1% | 0.011% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 8,067 | $365K | 0.1% | N/A | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,571,638 | $71.17M | 0.0% | +5.4% | 2.335% | |
| 7/31/2025 | Wealthfront Advisers LLC | 25,881 | $1.17M | 0.0% | +29.0% | 0.038% | |
| 7/31/2025 | Whipplewood Advisors LLC | 1,562 | $71K | 0.0% | +5,907.7% | 0.002% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 8,593 | $389K | 0.0% | -7.0% | 0.013% | |
| 7/31/2025 | Sharper & Granite LLC | 4,900 | $225K | 0.1% | -33.8% | 0.007% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 7,205 | $326K | 0.0% | +5.3% | 0.011% | |
| 7/30/2025 | D.A. Davidson & CO. | 135,379 | $6.13M | 0.0% | +1.8% | 0.201% | |
| 7/30/2025 | Advantage Trust Co | 600 | $27K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | Drive Wealth Management LLC | 31,138 | $1.41M | 0.3% | -2.1% | 0.046% | |
| 7/29/2025 | Stephens Inc. AR | 4,481 | $203K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 405,021 | $18.34M | 0.4% | +6.5% | 0.602% | |
| 7/29/2025 | Aspiriant LLC | 422,475 | $19.13M | 0.6% | -3.9% | 0.628% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 45,010 | $2.04M | 0.2% | +3.4% | 0.067% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,865 | $402K | 0.0% | -7.0% | 0.013% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 148,010 | $6.70M | 1.6% | +18.8% | 0.220% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 16,464 | $746K | 0.0% | N/A | 0.024% | |
| 7/29/2025 | Private Trust Co. NA | 9,990 | $452K | 0.0% | +10.7% | 0.015% | |
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| 7/29/2025 | Sincerus Advisory LLC | 27,022 | $1.25M | 1.2% | +4.3% | 0.040% | |
| 7/28/2025 | Harbour Investments Inc. | 2,513 | $114K | 0.0% | +11.8% | 0.004% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 170,458 | $7.72M | 0.6% | -3.6% | 0.253% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,461 | $656K | 0.0% | -4.6% | 0.021% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 37,403 | $1.69M | 0.9% | -1.2% | 0.056% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 10,644 | $482K | 0.1% | -11.0% | 0.016% | |
| 7/25/2025 | McNamara Financial Services Inc. | 9,273 | $420K | 0.1% | +10.4% | 0.014% | |
| 7/25/2025 | CWM LLC | 652,588 | $29.56M | 0.1% | -2.5% | 0.970% | |
| 7/25/2025 | GFS Advisors LLC | 47,955 | $2.17M | 0.3% | -10.1% | 0.071% | |
| 7/25/2025 | Apollon Wealth Management LLC | 9,402 | $426K | 0.0% | -21.5% | 0.014% | |
| 7/24/2025 | JNBA Financial Advisors | 15,902 | $720K | 0.1% | -16.1% | 0.024% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 17,016 | $771K | 0.1% | -1.6% | 0.025% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 29,542 | $1.34M | 0.1% | -1.8% | 0.044% | |
| 7/24/2025 | IFP Advisors Inc | 31,132 | $1.41M | 0.0% | -16.9% | 0.046% | |
| 7/23/2025 | Eagle Strategies LLC | 65,151 | $2.95M | 0.4% | -57.1% | 0.097% | |
| 7/23/2025 | Valmark Advisers Inc. | 232,722 | $10.54M | 0.1% | +3.9% | 0.346% | |
| 7/22/2025 | Belpointe Asset Management LLC | 4,606 | $209K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 24,318 | $1.10M | 0.0% | +29.4% | 0.036% | |
| 7/22/2025 | Kraematon Investment Advisors Inc. | 9,804 | $444K | 0.4% | +50.3% | 0.015% | |
| 7/22/2025 | Berger Financial Group Inc | 10,865 | $492K | 0.0% | +6.7% | 0.016% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,187 | $54K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 125,718 | $5.69M | 0.1% | +2.3% | 0.187% | |
| 7/21/2025 | J2 Capital Management Inc | 14,179 | $642K | 0.5% | N/A | 0.021% | |
| 7/18/2025 | PBMares Wealth Management LLC | 5,729 | $259K | 0.0% | +4.0% | 0.009% | |
| 7/17/2025 | MBA Advisors LLC | 24,841 | $1.13M | 0.5% | +12.0% | 0.037% | |
| 7/17/2025 | Greenleaf Trust | 45,198 | $2.05M | 0.0% | -1.6% | 0.067% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 61,818 | $2.80M | 0.0% | +42.6% | 0.092% | |
| 7/17/2025 | ERn Financial LLC | 22,810 | $1.03M | 0.2% | -1.2% | 0.034% | |
| 7/17/2025 | Camelot Portfolios LLC | 22,463 | $1.02M | 0.6% | -8.7% | 0.033% | |
| 7/16/2025 | Old Port Advisors | 48,355 | $2.19M | 0.6% | +97.7% | 0.072% | |
| 7/16/2025 | CX Institutional | 33,237 | $1.51M | 0.1% | +1.3% | 0.049% | |
| 7/16/2025 | Perigon Wealth Management LLC | 8,457 | $383K | 0.0% | -9.7% | 0.013% | |
| 7/15/2025 | First City Capital Management Inc. | 31,697 | $1.44M | 0.8% | -1.7% | 0.047% | |
| 7/15/2025 | McAdam LLC | 5,312 | $241K | 0.0% | -6.7% | 0.008% | |
| 7/15/2025 | TD Private Client Wealth LLC | 109,604 | $4.96M | 0.1% | +6.1% | 0.163% | |
| 7/15/2025 | Evanson Asset Management LLC | 25,331 | $1.15M | 0.1% | -23.7% | 0.038% | |
| 7/15/2025 | Maseco LLP | 1,621 | $73K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Axis Wealth Partners LLC | 52,236 | $2.37M | 1.6% | +2.4% | 0.078% | |
| 7/15/2025 | Financial Partners Group Inc | 12,450 | $564K | 0.1% | N/A | 0.018% | |
| 7/14/2025 | Park Avenue Securities LLC | 17,271 | $782K | 0.0% | N/A | 0.026% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,260 | $193K | 0.0% | -25.8% | 0.006% | |
| 7/11/2025 | CX Institutional | 33,237 | $1.51M | 0.1% | +1.3% | 0.049% | |
| 7/11/2025 | My Legacy Advisors LLC | 7,568 | $348K | 0.1% | +44.8% | 0.011% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 401,289 | $18.52M | 0.0% | +5.4% | 0.596% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 40,704 | $1.84M | 0.1% | -3.3% | 0.060% | |
| 7/9/2025 | Procyon Advisors LLC | 7,968 | $361K | 0.0% | -14.0% | 0.012% | |
| 7/9/2025 | Mirador Capital Partners LP | 32,551 | $1.47M | 0.2% | -4.9% | 0.048% | |
| 7/9/2025 | Beacon Financial Group | 35,212 | $1.60M | 0.2% | -12.0% | 0.052% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 7,666 | $347K | 0.1% | -17.2% | 0.011% | |
| 7/8/2025 | Next Level Private LLC | 18,659 | $845K | 0.3% | +1.2% | 0.028% | |
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| 7/8/2025 | Canandaigua National Trust Co of Florida | 38,906 | $1.76M | 1.3% | +29.3% | 0.058% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 241,854 | $10.95M | 1.0% | +10.7% | 0.359% | |
| 7/7/2025 | Investors Research Corp | 58,526 | $2.65M | 0.5% | +19.7% | 0.087% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,840 | $174K | 0.0% | +73.0% | 0.006% | |
| 6/2/2025 | Modern Wealth Management LLC | 6,842 | $288K | 0.0% | +24.3% | 0.010% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 1,088 | $46K | 0.0% | N/A | 0.002% | |
| 5/21/2025 | McAdam LLC | 5,694 | $240K | 0.0% | -4.8% | 0.009% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,726 | $73K | 0.0% | -19.8% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 116,573 | $4.91M | 0.0% | +2.2% | 0.175% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 380,271 | $16.00M | 0.4% | +8.1% | 0.571% | |
