| 8/27/2025 | Orion Porfolio Solutions LLC | 47,506 | $1.78M | 0.0% | -0.8% | 0.055% | |
| 8/25/2025 | Fulcrum Equity Management | 25,819 | $968K | 1.0% | -11.4% | 0.030% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 21,038 | $786K | 0.1% | +263.7% | 0.024% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 154,229 | $5.79M | 0.3% | N/A | 0.177% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 9,139 | $343K | 0.1% | N/A | 0.010% | |
| 8/18/2025 | Tyler Stone Wealth Management | 7,857 | $295K | 0.0% | +4.6% | 0.009% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 9,215 | $346K | 0.0% | +169.0% | 0.011% | |
| 8/15/2025 | Corient Private Wealth LLC | 105,281 | $3.95M | 0.0% | -4.1% | 0.121% | |
| 8/15/2025 | Puff Wealth Management LLC | 63,191 | $2.37M | 0.8% | -9.3% | 0.073% | |
| 8/15/2025 | Captrust Financial Advisors | 143,977 | $5.40M | 0.0% | +1.1% | 0.165% | |
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| 8/15/2025 | Orion Porfolio Solutions LLC | 89,105 | $3.34M | 0.0% | +86.1% | 0.102% | |
| 8/15/2025 | MML Investors Services LLC | 149,968 | $5.63M | 0.0% | +1.8% | 0.172% | |
| 8/15/2025 | Modern Wealth Management LLC | 516,593 | $19.38M | 0.5% | -1.1% | 0.593% | |
| 8/15/2025 | IHT Wealth Management LLC | 189,695 | $7.12M | 0.2% | -1.0% | 0.218% | |
| 8/15/2025 | EP Wealth Advisors LLC | 5,041 | $189K | 0.0% | N/A | 0.006% | |
| 8/15/2025 | Curi Capital LLC | 7,510 | $282K | 0.0% | N/A | 0.009% | |
| 8/15/2025 | Benjamin Edwards Inc. | 129,942 | $4.87M | 0.1% | +25.4% | 0.149% | |
| 8/15/2025 | BTG Pactual Asset Management US LLC | 52,230 | $1.96M | 0.2% | -49.2% | 0.060% | |
| 8/15/2025 | Bank of America Corp DE | 1,906,011 | $71.49M | 0.0% | +9.4% | 2.188% | |
| 8/14/2025 | Raymond James Financial Inc. | 764,018 | $28.66M | 0.0% | +22.9% | 0.877% | |
| 8/14/2025 | Darwin Wealth Management LLC | 873 | $33K | 0.0% | N/A | 0.001% | |
| 8/14/2025 | Objective Capital Management LLC | 23,291 | $874K | 1.0% | +3.1% | 0.027% | |
| 8/14/2025 | Glenview Trust co | 2,592,515 | $97.25M | 1.7% | +1.1% | 2.976% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 26,864 | $1.01M | 0.1% | -1.2% | 0.031% | |
| 8/14/2025 | NewEdge Advisors LLC | 47,047 | $1.77M | 0.0% | -21.8% | 0.054% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 22,549 | $846K | 0.0% | +233.4% | 0.026% | |
| 8/14/2025 | Certuity LLC | 13,096 | $491K | 0.0% | +19.0% | 0.015% | |
| 8/14/2025 | Tandem Financial LLC | 27,033 | $1.01M | 0.9% | +4.5% | 0.031% | |
| 8/13/2025 | Cresset Asset Management LLC | 2,339,093 | $87.74M | 0.4% | +3.6% | 2.685% | |
| 8/13/2025 | Proactive Wealth Strategies LLC | 47,323 | $1.78M | 0.8% | +10.0% | 0.054% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 22,305 | $837K | 0.2% | +16.2% | 0.026% | |
| 8/13/2025 | Brown Advisory Inc. | 11,855 | $445K | 0.0% | -4.2% | 0.014% | |
| 8/13/2025 | Great Diamond Partners LLC | 29,402 | $1.10M | 0.2% | -3.7% | 0.034% | |
| 8/13/2025 | Baird Financial Group Inc. | 86,427 | $3.24M | 0.0% | +3.7% | 0.099% | |
| 8/13/2025 | First Trust Advisors LP | 13,298 | $499K | 0.0% | +90.0% | 0.015% | |
| 8/13/2025 | RPg Family Wealth Advisory LLC | 10,599 | $398K | 0.1% | -5.0% | 0.012% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 208,378 | $7.82M | 0.1% | -0.1% | 0.239% | |
| 8/13/2025 | M&T Bank Corp | 37,528 | $1.41M | 0.0% | N/A | 0.043% | |
| 8/13/2025 | Level Four Advisory Services LLC | 11,887 | $446K | 0.0% | +3.1% | 0.014% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 43,088 | $1.62M | 0.0% | +358.3% | 0.049% | |
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| 8/13/2025 | GM Advisory Group LLC | 6,479 | $243K | 0.0% | N/A | 0.007% | |
| 8/12/2025 | FourThought Financial Partners LLC | 33,667 | $1.26M | 0.1% | -74.6% | 0.039% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 23,758 | $891K | 0.0% | -12.4% | 0.027% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 633,498 | $23.76M | 1.6% | -0.1% | 0.727% | |
| 8/12/2025 | Global Retirement Partners LLC | 16,847 | $632K | 0.0% | N/A | 0.019% | |
| 8/12/2025 | JPMorgan Chase & Co. | 256,202 | $9.61M | 0.0% | -14.8% | 0.294% | |
| 8/12/2025 | PKS Advisory Services LLC | 14,178 | $532K | 0.1% | N/A | 0.016% | |
| 8/11/2025 | Wealthspire Advisors LLC | 2,099,516 | $78.75M | 0.4% | +1.5% | 2.410% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 166,446 | $6.24M | 0.8% | +2.9% | 0.191% | |
| 8/11/2025 | Beta Wealth Group Inc. | 5,838 | $219K | 0.1% | -14.9% | 0.007% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 868,701 | $32.59M | 0.1% | -4.2% | 0.997% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 81,357 | $3.05M | 0.1% | +5.8% | 0.093% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 403,351 | $15.13M | 0.1% | +3.9% | 0.463% | |
| 8/8/2025 | Cetera Investment Advisers | 142,165 | $5.33M | 0.0% | +12.0% | 0.163% | |
| 8/8/2025 | Creative Planning | 10,510 | $394K | 0.0% | +4.1% | 0.012% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 7,481 | $281K | 0.0% | N/A | 0.009% | |
| 8/8/2025 | Intrua Financial LLC | 10,412 | $391K | 0.1% | -26.5% | 0.012% | |
| 8/8/2025 | Clearstead Trust LLC | 3,372 | $126K | 0.0% | +462.0% | 0.004% | |
| 8/8/2025 | Arvest Bank Trust Division | 521,423 | $19.56M | 1.1% | -1.2% | 0.599% | |
| 8/8/2025 | Beck Bode LLC | 13,035 | $489K | 0.1% | -32.1% | 0.015% | |
| 8/7/2025 | PCG Wealth Advisors LLC | 58,416 | $2.19M | 1.1% | -11.6% | 0.067% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 301,708 | $11.49M | 1.7% | +2.3% | 0.346% | |
| 8/7/2025 | Americana Partners LLC | 17,401 | $653K | 0.0% | +5.6% | 0.020% | |
| 8/6/2025 | Prospera Financial Services Inc | 93,420 | $3.51M | 0.1% | +6.8% | 0.107% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 717 | $27K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | AE Wealth Management LLC | 4,592 | $172K | 0.0% | +26.7% | 0.005% | |
| 8/6/2025 | Savant Capital LLC | 72,763 | $2.73M | 0.0% | -0.6% | 0.084% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 107,891 | $4.05M | 0.1% | N/A | 0.124% | |
| 8/6/2025 | Moors & Cabot Inc. | 12,618 | $473K | 0.0% | -31.9% | 0.014% | |
| 8/6/2025 | 360 Financial Inc. | 342,706 | $12.86M | 4.1% | +11.9% | 0.393% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 9,386 | $352K | 0.1% | -49.0% | 0.011% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 76,490 | $2.87M | 0.2% | +1.0% | 0.088% | |
| 8/5/2025 | Sigma Planning Corp | 53,292 | $2.00M | 0.1% | -33.0% | 0.061% | |
| 8/5/2025 | Welch & Forbes LLC | 1,063,563 | $39.89M | 0.5% | -0.1% | 1.221% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 6,570 | $246K | 0.2% | +8.8% | 0.008% | |
| 8/4/2025 | Integrity Alliance LLC. | 13,239 | $497K | 0.0% | N/A | 0.015% | |
| 8/4/2025 | Atria Investments Inc | 9,401 | $353K | 0.0% | -39.1% | 0.011% | |
| 8/4/2025 | Arkadios Wealth Advisors | 43,685 | $1.64M | 0.0% | +52.1% | 0.050% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 112,050 | $4.20M | 0.2% | -15.9% | 0.129% | |
| 8/1/2025 | Motco | 41,416 | $1.59M | 0.2% | -1.9% | 0.048% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 17,223 | $646K | 0.5% | +2.4% | 0.020% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 211,031 | $7.92M | 0.3% | -0.9% | 0.242% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 383,625 | $14.39M | 0.0% | +11.4% | 0.440% | |
| 7/31/2025 | Brian Low Financial Group LLC | 16,116 | $605K | 0.6% | N/A | 0.019% | |
| 7/31/2025 | Hobart Private Capital LLC | 236,274 | $8.86M | 2.0% | -0.6% | 0.271% | |
| 7/31/2025 | AlTi Global Inc. | 2,931,743 | $109.97M | 2.8% | -2.9% | 3.366% | |
| 7/31/2025 | GenTrust LLC | 138,124 | $5.18M | 0.2% | -2.0% | 0.159% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 9,976 | $374K | 0.2% | -3.9% | 0.011% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 5,683 | $213K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 112,074 | $4.22M | 0.1% | -4.5% | 0.129% | |
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| 7/29/2025 | Cottonwood Capital Advisors LLC | 29,378 | $1.10M | 0.7% | -2.9% | 0.034% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,872 | $333K | 0.0% | N/A | 0.010% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 23,487 | $881K | 0.0% | -46.3% | 0.027% | |
| 7/28/2025 | Mutual Advisors LLC | 32,280 | $1.22M | 0.0% | +22.8% | 0.037% | |
| 7/28/2025 | Harbour Investments Inc. | 45,522 | $1.71M | 0.0% | +49.2% | 0.052% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 35,856 | $1.34M | 0.0% | -10.4% | 0.041% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 22,334 | $838K | 0.0% | -34.7% | 0.026% | |
| 7/25/2025 | Landmark Wealth Management LLC | 58,934 | $2.21M | 0.9% | -1.3% | 0.068% | |
| 7/25/2025 | CWM LLC | 3,190 | $120K | 0.0% | +23.3% | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 33,440 | $1.25M | 0.0% | +3.4% | 0.038% | |
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