| 8/27/2025 | Orion Porfolio Solutions LLC | 413,451 | $10.03M | 0.1% | +1,039.6% | 1.257% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 156,551 | $3.80M | 0.0% | N/A | 0.476% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 3,071 | $75K | 0.0% | -24.6% | 0.009% | |
| 8/15/2025 | Captrust Financial Advisors | 48,240 | $1.17M | 0.0% | -32.1% | 0.147% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 66,908 | $1.52M | 0.0% | +84.4% | 0.203% | |
| 8/15/2025 | MML Investors Services LLC | 30,625 | $743K | 0.0% | -60.6% | 0.093% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 18,545 | $450K | 0.0% | +33.5% | 0.056% | |
| 8/15/2025 | Benjamin Edwards Inc. | 15,057 | $365K | 0.0% | N/A | 0.046% | |
| 8/15/2025 | Boothbay Fund Management LLC | 50,000 | $1.21M | 0.0% | N/A | 0.152% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,060,685 | $25.68M | 0.0% | +41.3% | 3.224% | |
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| 8/14/2025 | Jane Street Group LLC | 112,339 | $2.73M | 0.0% | +148.1% | 0.341% | |
| 8/14/2025 | Raymond James Financial Inc. | 826,544 | $20.05M | 0.0% | +38.2% | 2.512% | |
| 8/14/2025 | Diversify Advisory Services LLC | 81,990 | $1.98M | 0.1% | N/A | 0.249% | |
| 8/14/2025 | NewEdge Advisors LLC | 97,976 | $2.38M | 0.0% | +2,289.7% | 0.298% | |
| 8/14/2025 | Acorn Wealth Advisors LLC | 9,129 | $221K | 0.1% | -13.6% | 0.028% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 21,590 | $524K | 0.1% | +117.1% | 0.066% | |
| 8/13/2025 | CW Advisors LLC | 13,943 | $338K | 0.0% | N/A | 0.042% | |
| 8/13/2025 | VestGen Advisors LLC | 195,667 | $4.75M | 0.2% | +0.5% | 0.595% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 15,907 | $386K | 0.0% | N/A | 0.048% | |
| 8/12/2025 | Financial Advocates Investment Management | 47,743 | $1.16M | 0.1% | -41.1% | 0.145% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 117,720 | $2.86M | 0.0% | +26.4% | 0.358% | |
| 8/12/2025 | Global Retirement Partners LLC | 33,928 | $823K | 0.0% | N/A | 0.103% | |
| 8/12/2025 | Franklin Resources Inc. | 43,795 | $1.06M | 0.0% | +135.2% | 0.133% | |
| 8/12/2025 | JPMorgan Chase & Co. | 199,428 | $4.84M | 0.0% | -5.3% | 0.606% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 33,796 | $820K | 0.4% | +8.8% | 0.110% | |
| 8/8/2025 | Cetera Investment Advisers | 679,327 | $16.48M | 0.0% | +227.7% | 2.202% | |
| 8/8/2025 | Creative Planning | 16,593 | $403K | 0.0% | -8.4% | 0.054% | |
| 8/8/2025 | Meridian Wealth Management LLC | 38,451 | $933K | 0.0% | N/A | 0.125% | |
| 8/8/2025 | Phoenix Wealth Advisors | 12,000 | $291K | 0.1% | N/A | 0.039% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 14,637 | $355K | 0.0% | +58.7% | 0.047% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 82,230 | $1.97M | 0.3% | N/A | 0.267% | |
| 8/6/2025 | Prospera Financial Services Inc | 17,888 | $434K | 0.0% | +43.9% | 0.058% | |
| 8/6/2025 | AE Wealth Management LLC | 13,032 | $316K | 0.0% | +47.1% | 0.042% | |
| 8/6/2025 | Golden State Wealth Management LLC | 34,892 | $846K | 0.1% | +4.4% | 0.113% | |
| 8/6/2025 | SouthState Corp | 4,532 | $110K | 0.0% | +31.2% | 0.015% | |
| 8/5/2025 | Bank of New York Mellon Corp | 278,032 | $6.75M | 0.0% | +5.6% | 0.901% | |
| 8/5/2025 | Sigma Planning Corp | 16,617 | $403K | 0.0% | +74.7% | 0.054% | |
| 8/4/2025 | Leeward Financial Partners LLC | 69,889 | $1.70M | 0.5% | +5.3% | 0.227% | |
| 8/4/2025 | Assetmark Inc. | 2,464 | $60K | 0.0% | N/A | 0.008% | |
| 8/4/2025 | Econ Financial Services Corp | 26,622 | $646K | 0.3% | -10.3% | 0.086% | |
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| 8/1/2025 | Cedar Point Capital Partners LLC | 37,765 | $916K | 0.6% | -3.3% | 0.118% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 135,503 | $3.29M | 1.7% | +0.9% | 0.424% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 156,059 | $3.79M | 0.0% | -25.2% | 0.488% | |
| 7/31/2025 | Prentice Wealth Management LLC | 186,349 | $4.52M | 1.2% | +45.0% | 0.583% | |
| 7/30/2025 | Retirement Planning Group LLC | 79,144 | $1.92M | 0.1% | +316.9% | 0.257% | |
| 7/30/2025 | D.A. Davidson & CO. | 18,354 | $445K | 0.0% | +27.9% | 0.059% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 15,403 | $374K | 0.0% | +16.4% | 0.050% | |
| 7/29/2025 | Members Advisory Group LLC | 11,352 | $275K | 0.1% | +33.0% | 0.037% | |
| 7/29/2025 | International Assets Investment Management LLC | 19,249 | $467K | 0.0% | -4.0% | 0.062% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 105,094 | $2.55M | 1.0% | -17.1% | 0.341% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 15,346 | $372K | 0.1% | N/A | 0.050% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 83,324 | $2.02M | 0.1% | +4.8% | 0.270% | |
| 7/28/2025 | Harbour Investments Inc. | 8,289 | $201K | 0.0% | -68.9% | 0.027% | |
| 7/28/2025 | RFG Advisory LLC | 555,398 | $13.47M | 0.3% | -0.8% | 1.800% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 32,705 | $793K | 0.0% | N/A | 0.106% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 24,886 | $603K | 0.0% | +111.1% | 0.081% | |
| 7/25/2025 | Landmark Wealth Management LLC | 35,818 | $869K | 0.4% | -10.9% | 0.116% | |
| 7/25/2025 | CWM LLC | 116,827 | $2.83M | 0.0% | +29.1% | 0.379% | |
| 7/25/2025 | One Degree Advisors Inc | 96,988 | $2.35M | 0.8% | +26.3% | 0.314% | |
| 7/24/2025 | Croban | 72,109 | $1.75M | 1.5% | +5.8% | 0.234% | |
| 7/24/2025 | IFP Advisors Inc | 12,201 | $296K | 0.0% | +104.3% | 0.040% | |
| 7/22/2025 | DAVENPORT & Co LLC | 8,253 | $200K | 0.0% | N/A | 0.027% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 26,060 | $632K | 0.0% | N/A | 0.084% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,253 | $30K | 0.0% | N/A | 0.004% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 84,392 | $2.05M | 0.2% | +3.0% | 0.274% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 2,166,091 | $52.55M | 0.9% | +5.2% | 7.021% | |
| 7/18/2025 | Truist Financial Corp | 62,084 | $1.51M | 0.0% | +56.1% | 0.201% | |
| 7/17/2025 | Asio Capital LLC | 243,270 | $5.90M | 1.0% | N/A | 0.789% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 65,657 | $1.59M | 0.0% | +20.3% | 0.213% | |
| 7/16/2025 | Embree Financial Group | 27,158 | $659K | 0.1% | -5.0% | 0.088% | |
| 7/16/2025 | Perigon Wealth Management LLC | 12,500 | $303K | 0.0% | N/A | 0.041% | |
| 7/14/2025 | AdvisorNet Financial Inc | 24,880 | $604K | 0.0% | +4,046.7% | 0.081% | |
| 7/14/2025 | GAMMA Investing LLC | 8,786 | $213K | 0.0% | -85.0% | 0.029% | |
| 7/14/2025 | Narus Financial Partners LLC | 9,034 | $219K | 0.1% | N/A | 0.029% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 27,245 | $661K | 0.1% | -66.2% | 0.089% | |
| 7/9/2025 | Central Bank & Trust Co. | 741,931 | $18.00M | 2.9% | +0.3% | 2.437% | |
| 7/9/2025 | Summit Financial Consulting LLC | 26,487 | $643K | 0.6% | +10.7% | 0.087% | |
| 7/9/2025 | Bowman & Co S.C. | 55,546 | $1.35M | 0.6% | +4.1% | 0.182% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 29,747 | $722K | 0.0% | -25.2% | 0.098% | |
| 7/7/2025 | Wealth Alliance Advisory Group LLC | 172,559 | $4.19M | 0.8% | +2.3% | 0.576% | |
| 7/7/2025 | TruWealth Advisors LLC | 220,265 | $5.34M | 0.3% | +2.4% | 0.735% | |
| 7/3/2025 | TrueWealth Advisors LLC | 21,618 | $524K | 0.2% | -7.9% | 0.073% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 19,026 | $465K | 0.3% | +2.7% | 0.071% | |
| 5/20/2025 | Focus Partners Wealth | 1,287,902 | $31.48M | 0.1% | -1.4% | 4.779% | |
| 5/19/2025 | Jane Street Group LLC | 45,280 | $1.11M | 0.0% | +37.2% | 0.185% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,668 | $240K | 0.0% | -66.0% | 0.039% | |
| 5/16/2025 | NewEdge Advisors LLC | 4,100 | $100K | 0.0% | N/A | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 33,290 | $814K | 0.0% | +134.4% | 0.136% | |
| 5/15/2025 | Royal Bank of Canada | 11,726 | $287K | 0.0% | -4.6% | 0.048% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 12,150 | $297K | 0.2% | N/A | 0.050% | |
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| 5/14/2025 | Cedar Point Capital Partners LLC | 39,056 | $955K | 0.6% | +1.8% | 0.159% | |
| 5/14/2025 | Kestra Advisory Services LLC | 56,826 | $1.39M | 0.0% | +50.1% | 0.232% | |
| 5/14/2025 | Flow Traders U.S. LLC | 29,372 | $718K | 0.0% | -23.6% | 0.120% | |
| 5/13/2025 | Raymond James Financial Inc. | 597,975 | $14.62M | 0.0% | +24.5% | 2.441% | |
| 5/13/2025 | HighTower Advisors LLC | 212,497 | $5.19M | 0.0% | +19.3% | 0.867% | |
| 5/12/2025 | SouthState Corp | 3,454 | $84K | 0.0% | N/A | 0.014% | |
| 5/12/2025 | One Degree Advisors Inc | 76,769 | $1.88M | 0.8% | +3.6% | 0.313% | |
| 5/9/2025 | Leeward Financial Partners LLC | 66,386 | $1.62M | 0.6% | +2.7% | 0.271% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 11,791 | $288K | 0.0% | +18.0% | 0.048% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 9,225 | $225K | 0.0% | +2,194.8% | 0.038% | |
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