| 7/14/2025 | Conrad Siegel Investment Advisors Inc. | 108,628 | $7.31M | 1.6% | -10.6% | 0.208% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,329 | $291K | 0.0% | N/A | 0.008% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 118,796 | $7.68M | 3.7% | +7.2% | 0.228% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,366 | $361K | 0.0% | -41.6% | 0.010% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 4,800 | $320K | 0.1% | N/A | 0.009% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 646 | $46K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | CWC Advisors LLC. | 82,346 | $5.54M | 2.9% | +2.3% | 0.159% | |
| 7/10/2025 | Marshall Financial Group LLC | 93,266 | $6.02M | 1.2% | -2.4% | 0.180% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 50,939 | $3.34M | 0.0% | -2.7% | 0.098% | |
| 7/10/2025 | Sharkey Howes & Javer | 31,633 | $2.13M | 0.3% | +39.1% | 0.061% | |
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| 7/9/2025 | Fermata Advisors LLC | 94,473 | $6.36M | 1.7% | +3.7% | 0.182% | |
| 7/8/2025 | Range Financial Group LLC | 4,276 | $288K | 0.1% | -8.1% | 0.008% | |
| 7/8/2025 | Ballew Advisors Inc | 9,542 | $626K | 0.4% | -9.1% | 0.018% | |
| 7/8/2025 | Legacy Private Trust Co. | 166,274 | $11.19M | 0.7% | +10.7% | 0.320% | |
| 5/20/2025 | Focus Partners Wealth | 7,427 | $528K | 0.0% | N/A | 0.014% | |
| 5/16/2025 | Empowered Funds LLC | 77,934 | $5.48M | 0.1% | N/A | 0.152% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,685 | $191K | 0.0% | -89.4% | 0.005% | |
| 5/16/2025 | Sepio Capital LP | 3,261 | $232K | 0.0% | -8.5% | 0.006% | |
| 5/16/2025 | Alliancebernstein L.P. | 243,116 | $17.29M | 0.0% | +1.2% | 0.474% | |
| 5/15/2025 | Royal Bank of Canada | 210,123 | $14.94M | 0.0% | -31.6% | 0.410% | |
| 5/15/2025 | MAI Capital Management | 1,044 | $74K | 0.0% | +2,272.7% | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 2,965 | $211K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 569,342 | $40.49M | 1.2% | +5.8% | 1.110% | |
| 5/14/2025 | Arizona PSPRS Trust | 21,867 | $1.56M | 0.1% | N/A | 0.043% | |
| 5/14/2025 | Comerica Bank | 9,595 | $682K | 0.0% | -29.4% | 0.019% | |
| 5/14/2025 | Napa Wealth Management | 41,423 | $2.95M | 1.7% | +385.8% | 0.081% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,176 | $297K | 0.0% | +12.4% | 0.008% | |
| 5/14/2025 | Ameriprise Financial Inc. | 536,797 | $38.17M | 0.0% | +1.0% | 1.046% | |
| 5/14/2025 | Flow Traders U.S. LLC | 77,917 | $5.54M | 0.2% | +57.2% | 0.152% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 5,069 | $360K | 0.8% | -7.4% | 0.010% | |
| 5/14/2025 | Andina Capital Management LLC | 19,479 | $1.39M | 1.0% | -52.1% | 0.038% | |
| 5/14/2025 | RWA Wealth Partners LLC | 874,224 | $62.17M | 0.8% | +8.5% | 1.704% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 3,384 | $241K | 0.1% | +14.2% | 0.007% | |
| 5/13/2025 | Raymond James Financial Inc. | 234,920 | $16.71M | 0.0% | -47.1% | 0.458% | |
| 5/13/2025 | Trivium Point Advisory LLC | 11,029 | $784K | 0.1% | +16.8% | 0.021% | |
| 5/13/2025 | E Fund Management Co. Ltd. | 7,789 | $554K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | HighTower Advisors LLC | 61,969 | $4.41M | 0.0% | +23.9% | 0.121% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 24,536 | $1.75M | 0.0% | -81.5% | 0.048% | |
| 5/12/2025 | Meridian Wealth Management LLC | 36,286 | $2.58M | 0.1% | -3.5% | 0.071% | |
| 5/12/2025 | Virtu Financial LLC | 8,655 | $615K | 0.0% | -46.8% | 0.017% | |
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| 5/12/2025 | JPMorgan Chase & Co. | 2,828,594 | $201.14M | 0.0% | +6.6% | 5.508% | |
| 5/12/2025 | Townsquare Capital LLC | 5,757 | $409K | 0.0% | N/A | 0.011% | |
| 5/12/2025 | National Bank of Canada FI | 10,093 | $717K | 0.0% | -81.8% | 0.020% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 5,820 | $413K | 0.1% | -54.5% | 0.011% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 133,646 | $9.50M | 6.3% | +8.8% | 0.260% | |
| 5/9/2025 | Clear Investment Research LLC | 97,378 | $6.93M | 9.3% | -1.0% | 0.190% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 66,309 | $4.72M | 0.1% | -1.7% | 0.129% | |
| 5/9/2025 | Haven Private LLC | 23,680 | $1.68M | 1.0% | +55.1% | 0.046% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 124,829 | $8.88M | 0.0% | -16.6% | 0.243% | |
| 5/8/2025 | Harbour Investments Inc. | 226,957 | $16.14M | 0.5% | -17.6% | 0.442% | |
| 5/7/2025 | Nottingham Advisors Inc. | 26,950 | $1.92M | 0.3% | +196.2% | 0.052% | |
| 5/7/2025 | Maridea Wealth Management LLC | 6,307 | $449K | 0.1% | -3.1% | 0.012% | |
| 5/7/2025 | LPL Financial LLC | 838,080 | $59.60M | 0.0% | +28.9% | 1.632% | |
| 5/7/2025 | Allium Financial Advisors LLC | 8,633 | $614K | 0.6% | N/A | 0.017% | |
| 5/6/2025 | Cetera Investment Advisers | 170,826 | $12.15M | 0.0% | +6.6% | 0.333% | |
| 5/6/2025 | AE Wealth Management LLC | 17,989 | $1.28M | 0.0% | -17.7% | 0.035% | |
| 5/6/2025 | PFG Advisors | 8,136 | $579K | 0.0% | -32.2% | 0.016% | |
| 5/5/2025 | IFP Advisors Inc | 6,278 | $446K | 0.0% | -76.5% | 0.012% | |
| 5/5/2025 | Cassaday & Co Wealth Management LLC | 15,866 | $1.13M | 0.0% | +104.3% | 0.031% | |
| 5/2/2025 | Tectonic Advisors LLC | 55,206 | $3.93M | 0.2% | +7.8% | 0.108% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 588,432 | $41.84M | 1.4% | +2.1% | 1.146% | |
| 5/1/2025 | Oxbow Advisors LLC | 898,800 | $63.91M | 6.8% | N/A | 1.750% | |
| 4/30/2025 | Sharkey Howes & Javer | 22,747 | $1.62M | 0.2% | N/A | 0.044% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 6,401 | $455K | 0.0% | N/A | 0.012% | |
| 4/30/2025 | China Universal Asset Management Co. Ltd. | 21,612 | $1.54M | 0.1% | -15.9% | 0.042% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 39,225 | $2.79M | 0.6% | +62.0% | 0.076% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 58,395 | $4.15M | 0.0% | -92.3% | 0.114% | |
| 4/29/2025 | SwitchPoint Financial Planning LLC | 3,476 | $247K | 0.2% | N/A | 0.007% | |
| 4/28/2025 | Private Trust Co. NA | 6,450 | $459K | 0.0% | N/A | 0.013% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 52,557 | $3.74M | 0.4% | -1.4% | 0.102% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 5,778 | $411K | 0.0% | -11.0% | 0.011% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 3,747 | $258K | 0.0% | -5.3% | 0.007% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 9,758 | $694K | 0.1% | N/A | 0.019% | |
| 4/24/2025 | CWC Advisors LLC. | 80,488 | $5.72M | 3.3% | +393.8% | 0.157% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,214,194 | $85.08M | 0.2% | +6.9% | 2.365% | |
| 4/23/2025 | Balefire LLC | 5,729 | $407K | 0.1% | +6.6% | 0.011% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 3,000 | $213K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | E Fund Management Hong Kong Co. Ltd. | 7,789 | $554K | 0.5% | N/A | 0.015% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 122,246 | $8.69M | 6.4% | +1.5% | 0.238% | |
| 4/22/2025 | TrueMark Investments LLC | 77,457 | $5.51M | 1.4% | N/A | 0.151% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,475 | $3.52M | 0.0% | -51.6% | 0.096% | |
| 4/22/2025 | H&H Retirement Design & Management INC | 162,384 | $11.55M | 7.5% | -0.4% | 0.316% | |
| 4/17/2025 | RHS Financial LLC | 6,743 | $480K | 0.3% | -47.7% | 0.012% | |
| 4/17/2025 | Bouvel Investment Partners LLC | 44,119 | $3.14M | 1.3% | N/A | 0.078% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 12,255 | $871K | 0.0% | N/A | 0.022% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 52,372 | $3.72M | 0.0% | +178.1% | 0.093% | |
| 4/16/2025 | Stanley Laman Group Ltd. | 10,420 | $741K | 0.1% | N/A | 0.018% | |
| 4/16/2025 | Marshall Financial Group LLC | 95,595 | $6.80M | 1.5% | -20.9% | 0.170% | |
| 4/15/2025 | Paragon Advisors LLC | 22,619 | $1.61M | 0.6% | -9.0% | 0.040% | |
| 4/14/2025 | Midland Wealth Advisors LLC | 879,976 | $62.58M | 3.7% | N/A | 1.562% | |
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| 4/14/2025 | Farther Finance Advisors LLC | 9,184 | $654K | 0.0% | +38,166.7% | 0.016% | |
| 4/14/2025 | Deane Retirement Strategies Inc. | 178,253 | $12.67M | 6.0% | N/A | 0.316% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 3,115 | $222K | 0.0% | N/A | 0.006% | |
| 4/10/2025 | Gilman Hill Asset Management LLC | 3,515 | $250K | 0.0% | N/A | 0.006% | |
| 4/10/2025 | Fermata Advisors LLC | 91,098 | $6.48M | 1.2% | -3.2% | 0.162% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 48,625 | $3.46M | 1.9% | -12.6% | 0.086% | |
| 4/10/2025 | Accel Wealth Management | 15,172 | $1.08M | 0.4% | -31.6% | 0.027% | |
| 4/8/2025 | Conrad Siegel Investment Advisors Inc. | 121,458 | $8.64M | 2.2% | +17.5% | 0.216% | |
| 4/8/2025 | Rothschild Investment LLC | 2,275 | $162K | 0.0% | -11.7% | 0.004% | |
| 4/4/2025 | Legacy Private Trust Co. | 150,141 | $10.68M | 0.7% | -9.2% | 0.266% | |
