| 8/8/2025 | Rockefeller Capital Management L.P. | 26,893 | $829K | 0.0% | -18.3% | 0.030% | |
| 8/8/2025 | Cetera Investment Advisers | 262,312 | $8.09M | 0.0% | +3.3% | 0.291% | |
| 8/8/2025 | New England Capital Financial Advisors LLC | 110,589 | $3.41M | 1.6% | +7.7% | 0.123% | |
| 8/8/2025 | Creative Planning | 110,786 | $3.42M | 0.0% | -6.7% | 0.123% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 46,999 | $1.45M | 0.0% | +62.7% | 0.052% | |
| 8/8/2025 | Better Money Decisions LLC | 207,496 | $6.40M | 3.9% | +8.5% | 0.230% | |
| 8/7/2025 | CENTRAL TRUST Co | 100,914 | $3.11M | 0.1% | -3.8% | 0.112% | |
| 8/7/2025 | Montag A & Associates Inc. | 816 | $25K | 0.0% | -88.0% | 0.001% | |
| 8/7/2025 | Allworth Financial LP | 244,560 | $7.54M | 0.0% | -23.6% | 0.271% | |
| 8/7/2025 | PFG Advisors | 74,876 | $2.31M | 0.1% | -8.1% | 0.083% | |
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| 8/7/2025 | WESCAP Management Group Inc. | 613,235 | $18.91M | 4.3% | +4.7% | 0.681% | |
| 8/6/2025 | Rialto Wealth Management LLC | 2,611 | $80K | 0.0% | -11.6% | 0.003% | |
| 8/6/2025 | Aspetuck Financial Management LLC | 324,617 | $10.01M | 7.5% | -0.2% | 0.360% | |
| 8/6/2025 | Golden State Wealth Management LLC | 3,346 | $103K | 0.0% | -11.5% | 0.004% | |
| 8/6/2025 | Ethos Financial Group LLC | 52,452 | $1.62M | 0.1% | +17.6% | 0.058% | |
| 8/5/2025 | RiverGlades Family Offices LLC | 196,102 | $6.05M | 4.0% | +8.2% | 0.218% | |
| 8/5/2025 | Milestone Asset Management LLC | 1,057,565 | $32.61M | 6.9% | +25.9% | 1.174% | |
| 8/5/2025 | Optivise Advisory Services LLC | 6,960 | $215K | 0.1% | N/A | 0.008% | |
| 8/5/2025 | Sigma Planning Corp | 59,334 | $1.83M | 0.1% | +27.1% | 0.066% | |
| 8/5/2025 | TIAA Trust National Association | 718,081 | $22.14M | 0.1% | -37.0% | 0.797% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 6,687 | $206K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Integrity Alliance LLC. | 258,774 | $7.98M | 0.4% | -36.7% | 0.287% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 26,830 | $827K | 0.1% | -6.7% | 0.030% | |
| 8/4/2025 | IFG Advisory LLC | 12,375 | $382K | 0.0% | -6.5% | 0.014% | |
| 8/4/2025 | Terril Brothers Inc. | 126,145 | $3.89M | 1.5% | -0.4% | 0.140% | |
| 8/4/2025 | Keybank National Association OH | 1,047,458 | $32.29M | 0.1% | -2.9% | 1.163% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 51,641 | $1.59M | 0.1% | -61.5% | 0.057% | |
| 8/1/2025 | Providence First Trust Co | 496,907 | $15.32M | 5.4% | -1.2% | 0.552% | |
| 8/1/2025 | New York Life Investment Management LLC | 1,286,378 | $39.66M | 0.4% | -19.1% | 1.428% | |
| 8/1/2025 | Advisory Alpha LLC | 712,649 | $21.97M | 0.7% | -2.8% | 0.791% | |
| 8/1/2025 | Facet Wealth Inc. | 1,025,445 | $31.63M | 0.7% | +4.7% | 1.138% | |
| 8/1/2025 | Liberty Wealth Management LLC | 9,324 | $287K | 0.0% | -47.3% | 0.010% | |
| 8/1/2025 | GoalVest Advisory LLC | 5,288 | $163K | 0.0% | N/A | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,114,538 | $34.36M | 0.0% | +12.8% | 1.237% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,355,648 | $103.46M | 0.3% | -40.9% | 3.724% | |
| 7/31/2025 | CVA Family Office LLC | 39,802 | $1.23M | 0.2% | -4.2% | 0.044% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 35,613 | $1.10M | 0.0% | -1.5% | 0.040% | |
| 7/31/2025 | Hobart Private Capital LLC | 140,156 | $4.32M | 1.0% | -8.7% | 0.156% | |
| 7/31/2025 | Cornerstone Management Inc. | 685,827 | $21.14M | 3.7% | -11.1% | 0.761% | |
| 7/30/2025 | Beech Hill Advisors Inc. | 8,409 | $259K | 0.1% | -10.1% | 0.009% | |
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| 7/29/2025 | International Assets Investment Management LLC | 48,402 | $1.49M | 0.1% | -28.0% | 0.054% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,143 | $251K | 0.0% | +22.0% | 0.009% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 49,938 | $1.54M | 0.4% | -7.9% | 0.055% | |
| 7/29/2025 | Curbstone Financial Management Corp | 1,118,146 | $34.47M | 7.1% | -0.6% | 1.241% | |
| 7/29/2025 | Private Trust Co. NA | 6,153 | $190K | 0.0% | -45.4% | 0.007% | |
| 7/29/2025 | Stratos Investment Management LLC | 866,921 | $26.73M | 1.2% | +3.2% | 0.962% | |
| 7/29/2025 | Portland Financial Advisors Inc | 40,431 | $1.25M | 3.0% | +3.1% | 0.045% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 2,017 | $62K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | WJ Wealth Management LLC | 43,580 | $1.34M | 0.4% | -0.9% | 0.048% | |
| 7/28/2025 | Lunt Capital Management Inc. | 11,799 | $364K | 0.1% | +5.1% | 0.013% | |
| 7/28/2025 | Harbour Investments Inc. | 5,715 | $176K | 0.0% | -79.9% | 0.006% | |
| 7/28/2025 | Aries Wealth Management | 110,993 | $3.42M | 0.9% | +3.2% | 0.123% | |
| 7/28/2025 | Courier Capital LLC | 222,101 | $6.85M | 0.4% | -0.8% | 0.247% | |
| 7/28/2025 | Equitable Trust Co. | 9,021 | $278K | 0.0% | -50.1% | 0.010% | |
| 7/28/2025 | RFG Advisory LLC | 389,065 | $12.00M | 0.3% | +24.0% | 0.432% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 110,567 | $3.41M | 0.1% | +2.5% | 0.123% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,198 | $284K | 0.0% | -8.8% | 0.010% | |
| 7/25/2025 | CWM LLC | 248,860 | $7.67M | 0.0% | +3.9% | 0.276% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 15,810 | $487K | 0.4% | -3.9% | 0.018% | |
| 7/24/2025 | IFP Advisors Inc | 5,200 | $160K | 0.0% | +122.5% | 0.006% | |
| 7/23/2025 | Valmark Advisers Inc. | 906,757 | $27.96M | 0.4% | +2.7% | 1.008% | |
| 7/23/2025 | Opulen Financial Group LLC | 10,588 | $326K | 0.3% | -8.0% | 0.012% | |
| 7/23/2025 | NBT Bank N A NY | 3,120 | $96K | 0.0% | -40.8% | 0.003% | |
| 7/23/2025 | Ameliora Wealth Management Ltd. | 650,546 | $20.06M | 7.2% | +6.0% | 0.723% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 409,743 | $12.63M | 0.2% | -0.3% | 0.455% | |
| 7/22/2025 | Belpointe Asset Management LLC | 19,165 | $591K | 0.0% | +30.9% | 0.021% | |
| 7/22/2025 | Appleton Partners Inc. MA | 441,986 | $13.63M | 1.0% | -5.9% | 0.491% | |
| 7/22/2025 | Valpey Financial Services LLC | 9,567 | $295K | 0.2% | N/A | 0.011% | |
| 7/22/2025 | Merit Financial Group LLC | 188,078 | $5.80M | 0.1% | +24.7% | 0.209% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 8,587 | $265K | 0.0% | N/A | 0.010% | |
| 7/22/2025 | Tandem Investment Partners LLC | 99,220 | $3.06M | 2.7% | +3.1% | 0.110% | |
| 7/22/2025 | Penobscot Investment Management Company Inc. | 472,670 | $14.57M | 1.2% | +24.3% | 0.525% | |
| 7/21/2025 | NTV Asset Management LLC | 13,075 | $403K | 0.0% | -7.1% | 0.015% | |
| 7/21/2025 | Crews Bank & Trust | 47,385 | $1.46M | 0.2% | -1.3% | 0.053% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 329,491 | $10.16M | 0.6% | +2.5% | 0.366% | |
| 7/18/2025 | Trilogy Capital Inc. | 14,847 | $458K | 0.0% | +35.6% | 0.016% | |
| 7/18/2025 | PFG Investments LLC | 6,900 | $213K | 0.0% | N/A | 0.008% | |
| 7/18/2025 | Truist Financial Corp | 115,734 | $3.57M | 0.0% | +9.8% | 0.129% | |
| 7/17/2025 | Capital Investment Advisors LLC | 159,604 | $4.92M | 0.1% | -8.5% | 0.177% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 9,370 | $289K | 0.0% | -3.6% | 0.010% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 9,597 | $296K | 0.0% | -27.7% | 0.011% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 15,976 | $493K | 0.2% | +10.2% | 0.018% | |
| 7/17/2025 | Genesis Private Wealth LLC | 7,392 | $228K | 0.1% | -13.2% | 0.008% | |
| 7/17/2025 | Coastline Trust Co | 1,990 | $61K | 0.0% | -16.7% | 0.002% | |
| 7/17/2025 | Uncommon Cents Investing LLC | 27,550 | $849K | 0.2% | -2.5% | 0.031% | |
| 7/16/2025 | Old Port Advisors | 41,637 | $1.28M | 0.4% | -13.5% | 0.046% | |
| 7/16/2025 | Eagle Global Advisors LLC | 127,647 | $3.94M | 0.2% | -2.5% | 0.141% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 15,586 | $481K | 0.0% | -8.2% | 0.017% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,353 | $227K | 0.0% | -20.4% | 0.008% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 10,997 | $339K | 0.0% | -8.1% | 0.012% | |
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| 7/15/2025 | Roger Wittlin Investment Advisory LLC | 13,040 | $402K | 0.2% | -28.8% | 0.014% | |
| 7/15/2025 | Carr Financial Group Corp | 32,912 | $1.02M | 0.3% | -4.6% | 0.036% | |
| 7/15/2025 | BCS Wealth Management | 98,683 | $3.04M | 0.7% | -14.4% | 0.109% | |
| 7/15/2025 | Revisor Wealth Management LLC | 8,679 | $267K | 0.1% | -4.1% | 0.010% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 664,241 | $20.48M | 4.8% | -4.1% | 0.739% | |
| 7/14/2025 | Buska Wealth Management LLC | 361,085 | $11.13M | 3.0% | +21.7% | 0.402% | |
| 7/14/2025 | Ridgewood Investments LLC | 68,229 | $2.10M | 0.9% | +22.9% | 0.076% | |
| 7/14/2025 | Sowell Financial Services LLC | 125,309 | $3.86M | 0.2% | -1.8% | 0.139% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 10,400 | $321K | 0.2% | -67.2% | 0.012% | |
| 7/11/2025 | Farther Finance Advisors LLC | 473,705 | $14.60M | 0.3% | +307.7% | 0.524% | |
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