| 7/25/2025 | NorthRock Partners LLC | 6,919 | $347K | 0.0% | +124.7% | 0.009% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 11,339 | $584K | 0.0% | -83.0% | 0.016% | |
| 7/25/2025 | Concord Asset Management LLC VA | 237,086 | $11.88M | 1.8% | +51.4% | 0.325% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 4,807 | $241K | 0.0% | +6.5% | 0.007% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 38,116 | $1.91M | 1.0% | +0.7% | 0.052% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 4,255 | $213K | 0.1% | -67.1% | 0.006% | |
| 7/25/2025 | CWM LLC | 92,490 | $4.64M | 0.0% | -1.0% | 0.127% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 30,801 | $1.54M | 0.0% | +1.9% | 0.042% | |
| 7/25/2025 | Apollon Wealth Management LLC | 50,397 | $2.53M | 0.0% | -1.6% | 0.069% | |
| 7/24/2025 | West Bancorporation Inc. | 7,281 | $365K | 0.2% | -6.4% | 0.010% | |
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| 7/24/2025 | JNBA Financial Advisors | 58,980 | $2.96M | 0.3% | -6.3% | 0.081% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 101,306 | $5.08M | 0.3% | -0.6% | 0.139% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 359,764 | $18.03M | 1.8% | +6.9% | 0.493% | |
| 7/24/2025 | Blair William & Co. IL | 5,958 | $299K | 0.0% | +3.6% | 0.008% | |
| 7/24/2025 | True Link Financial Advisors LLC | 20,286 | $1.02M | 0.1% | -1.9% | 0.028% | |
| 7/24/2025 | Leo Wealth LLC | 8,266 | $414K | 0.0% | N/A | 0.011% | |
| 7/23/2025 | NBT Bank N A NY | 67,044 | $3.36M | 0.2% | -5.3% | 0.092% | |
| 7/23/2025 | Defined Financial Planning LLC | 65,375 | $3.29M | 2.9% | +20.4% | 0.090% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 4,484 | $225K | 0.0% | N/A | 0.006% | |
| 7/22/2025 | Plimoth Trust Co. LLC | 9,438 | $473K | 0.1% | -3.2% | 0.013% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 6,245 | $313K | 0.1% | -17.3% | 0.009% | |
| 7/22/2025 | Kickstand Ventures LLC. | 4,484 | $225K | 0.1% | -7.7% | 0.006% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 22,792 | $1.14M | 0.6% | +13.3% | 0.031% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 66,616 | $3.34M | 0.1% | +5.6% | 0.091% | |
| 7/22/2025 | Financial Insights Inc. | 55,296 | $2.77M | 1.0% | -6.4% | 0.076% | |
| 7/22/2025 | Apexium Financial LP | 21,676 | $1.09M | 0.1% | -1.1% | 0.030% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 279,484 | $14.01M | 3.4% | +4.4% | 0.383% | |
| 7/21/2025 | Stock Yards Bank & Trust Co. | 41,741 | $2.09M | 0.1% | -4.7% | 0.057% | |
| 7/21/2025 | River Street Advisors LLC | 3,716 | $186K | 0.1% | N/A | 0.005% | |
| 7/21/2025 | TFG Advisers LLC | 64,340 | $3.23M | 1.1% | -0.6% | 0.088% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 53,036 | $2.66M | 0.0% | -2.0% | 0.073% | |
| 7/18/2025 | Vicus Capital | 17,592 | $882K | 0.1% | +13.5% | 0.024% | |
| 7/18/2025 | Marino Stram & Associates LLC | 17,152 | $860K | 0.2% | -1.4% | 0.023% | |
| 7/18/2025 | Truist Financial Corp | 29,876 | $1.50M | 0.0% | +3.6% | 0.041% | |
| 7/18/2025 | Powers Advisory Group LLC | 46,073 | $2.31M | 1.0% | +0.7% | 0.063% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 11,084 | $555K | 0.2% | +7.6% | 0.015% | |
| 7/17/2025 | White Pine Investment CO | 165,549 | $8.30M | 2.1% | -1.4% | 0.227% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 95,816 | $4.80M | 0.0% | -24.3% | 0.131% | |
| 7/17/2025 | Independence Bank of Kentucky | 65,984 | $3.31M | 0.5% | -0.7% | 0.090% | |
| 7/17/2025 | Chatham Capital Group Inc. | 7,000 | $351K | 0.1% | N/A | 0.010% | |
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| 7/16/2025 | ORG Partners LLC | 44,325 | $2.26M | 0.5% | +14.8% | 0.061% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 110,684 | $5.55M | 6.9% | +2.0% | 0.152% | |
| 7/16/2025 | New Insight Wealth Advisors | 12,140 | $608K | 0.3% | -4.5% | 0.017% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 17,052 | $855K | 0.1% | -2.3% | 0.023% | |
| 7/16/2025 | Meridian Financial LLC | 20,794 | $1.04M | 0.7% | -2.8% | 0.028% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 41,340 | $2.07M | 1.1% | +3.3% | 0.057% | |
| 7/15/2025 | Mather Group LLC. | 26,221 | $1.31M | 0.0% | -1.7% | 0.036% | |
| 7/15/2025 | IMS Capital Management | 23,735 | $1.19M | 0.6% | N/A | 0.033% | |
| 7/15/2025 | GSB Wealth Management LLC | 123,149 | $6.17M | 1.5% | +12.5% | 0.169% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 54,885 | $2.75M | 0.5% | -2.1% | 0.075% | |
| 7/14/2025 | Lee Kelleher Wealth Management | 190,705 | $9.56M | 6.4% | +4.2% | 0.261% | |
| 7/14/2025 | Financial Advisory Partners LLC | 31,204 | $1.56M | 0.5% | +10.0% | 0.043% | |
| 7/14/2025 | Park Avenue Securities LLC | 28,288 | $1.42M | 0.0% | +93.5% | 0.039% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,839 | $443K | 0.0% | +529.1% | 0.012% | |
| 7/11/2025 | CX Institutional | 163,539 | $8.20M | 0.3% | +6.6% | 0.224% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 19,444 | $975K | 0.3% | -10.6% | 0.027% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 851 | $42K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | HF Advisory Group LLC | 38,519 | $1.93M | 0.8% | -3.2% | 0.053% | |
| 7/10/2025 | Envision Financial LLC | 40,032 | $2.01M | 1.3% | -2.4% | 0.055% | |
| 7/10/2025 | Weinberger Asset Management Inc | 5,012 | $251K | 0.1% | -4.9% | 0.007% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 232,438 | $12.00M | 0.0% | +0.3% | 0.318% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 5,628 | $282K | 0.1% | -67.5% | 0.008% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 40,063 | $2.01M | 0.6% | +25.1% | 0.055% | |
| 7/10/2025 | Focus Financial Network Inc. | 17,548 | $879K | 0.0% | +5.2% | 0.024% | |
| 7/10/2025 | Financial Management Network Inc. | 37,644 | $1.94M | 0.3% | +15.0% | 0.051% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 148,454 | $7.44M | 0.2% | +2.3% | 0.203% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 93,084 | $4.67M | 0.6% | -3.1% | 0.127% | |
| 7/9/2025 | Beacon Financial Group | 104,718 | $5.25M | 0.5% | -6.2% | 0.143% | |
| 7/8/2025 | Melone Private Wealth LLC | 334,530 | $16.72M | 8.6% | +2.4% | 0.457% | |
| 7/8/2025 | Goldstone Financial Group LLC | 174,349 | $9.00M | 1.2% | +4.4% | 0.238% | |
| 7/7/2025 | Wesbanco Bank Inc. | 30,615 | $1.53M | 0.0% | +7.1% | 0.042% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 25,227 | $1.26M | 0.6% | +0.8% | 0.034% | |
| 7/3/2025 | First Hawaiian Bank | 107,886 | $5.41M | 0.7% | -25.0% | 0.147% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 29,073 | $1.46M | 0.1% | +2.2% | 0.040% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 11,635 | $576K | 0.0% | N/A | 0.016% | |
| 6/4/2025 | First Hawaiian Bank | 143,805 | $7.12M | 0.4% | -25.5% | 0.196% | |
| 6/2/2025 | Modern Wealth Management LLC | 10,056 | $498K | 0.0% | -94.9% | 0.014% | |
| 5/29/2025 | Apeiron RIA LLC | 115,539 | $5.72M | 1.7% | -2.1% | 0.158% | |
| 5/28/2025 | Intrua Financial LLC | 50,283 | $2.49M | 0.4% | +33.2% | 0.069% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 7,971 | $395K | 0.0% | +4.5% | 0.011% | |
| 5/20/2025 | Belpointe Asset Management LLC | 5,917 | $293K | 0.0% | -24.3% | 0.008% | |
| 5/20/2025 | Focus Partners Wealth | 253,802 | $12.57M | 0.0% | +11.1% | 0.346% | |
| 5/20/2025 | Integrity Alliance LLC. | 6,443 | $319K | 0.0% | N/A | 0.009% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 131,504 | $6.51M | 0.2% | +32.6% | 0.179% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 11,635 | $576K | 0.0% | N/A | 0.016% | |
| 5/16/2025 | Kestra Investment Management LLC | 6,873 | $340K | 0.0% | N/A | 0.009% | |
| 5/16/2025 | Jones Financial Companies Lllp | 242,073 | $11.94M | 0.0% | -42.4% | 0.330% | |
| 5/16/2025 | Rockport Wealth LLC | 16,940 | $839K | 0.3% | -1.5% | 0.023% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 4,633 | $229K | 0.0% | -35.6% | 0.006% | |
| 5/16/2025 | Hancock Whitney Corp | 67,879 | $3.36M | 0.1% | -1.2% | 0.093% | |
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| 5/16/2025 | Curi RMB Capital LLC | 182,450 | $9.04M | 0.2% | -0.3% | 0.249% | |
| 5/16/2025 | AQR Capital Management LLC | 7,202 | $357K | 0.0% | -29.0% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 28,500 | $1.41M | 0.0% | -10.9% | 0.039% | |
| 5/15/2025 | Capital Investment Counsel LLC | 132,468 | $6.56M | 1.1% | +0.8% | 0.181% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 69,628 | $3.45M | 0.1% | +3.2% | 0.095% | |
| 5/15/2025 | Flputnam Investment Management Co. | 47,938 | $2.37M | 0.0% | +355.3% | 0.065% | |
| 5/15/2025 | Royal Bank of Canada | 772,061 | $38.23M | 0.0% | +2.0% | 1.053% | |
| 5/15/2025 | Betterment LLC | 13,186 | $653K | 0.0% | +8.1% | 0.018% | |
| 5/15/2025 | MAI Capital Management | 332,831 | $16.48M | 0.1% | -0.8% | 0.454% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 23,039 | $1.14M | 0.1% | N/A | 0.031% | |
