| 8/8/2025 | Cetera Investment Advisers | 350,522 | $13.04M | 0.0% | +1.4% | 1.268% | |
| 8/8/2025 | Arvest Bank Trust Division | 1,212,184 | $45.11M | 2.6% | -0.6% | 4.384% | |
| 8/7/2025 | CENTRAL TRUST Co | 104,317 | $3.88M | 0.1% | +4.1% | 0.377% | |
| 8/6/2025 | Golden State Wealth Management LLC | 34,402 | $1.28M | 0.2% | -8.6% | 0.124% | |
| 8/5/2025 | Bank of Montreal Can | 992 | $37K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | Spinnaker Trust | 204,634 | $7.61M | 0.5% | -5.0% | 0.740% | |
| 8/1/2025 | Strategic Financial Services Inc. | 245,844 | $9.15M | 0.5% | +13.8% | 0.889% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 815,464 | $30.34M | 0.0% | +4.7% | 2.949% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 10,197 | $379K | 0.0% | +15.9% | 0.037% | |
| 7/30/2025 | Whittier Trust Co. | 13,527 | $503K | 0.0% | -29.9% | 0.049% | |
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| 7/30/2025 | Syntegra Private Wealth Group LLC | 16,350 | $608K | 0.1% | +90.1% | 0.059% | |
| 7/29/2025 | Kelman Lazarov Inc. | 15,178 | $565K | 0.1% | -65.1% | 0.055% | |
| 7/29/2025 | Private Trust Co. NA | 2,149 | $80K | 0.0% | +29.6% | 0.008% | |
| 7/28/2025 | Naviter Wealth LLC | 5,813 | $216K | 0.0% | N/A | 0.021% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,771 | $512K | 0.0% | -55.9% | 0.050% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 129,989 | $4.84M | 0.0% | -1.0% | 0.470% | |
| 7/25/2025 | Prostatis Group LLC | 32,539 | $1.21M | 0.3% | +104.6% | 0.118% | |
| 7/24/2025 | Mengis Capital Management Inc. | 5,935 | $221K | 0.0% | N/A | 0.021% | |
| 7/24/2025 | Edge Financial Advisors LLC | 20,015 | $745K | 0.4% | -10.5% | 0.072% | |
| 7/21/2025 | 1900 Wealth Management LLC | 78,368 | $2.92M | 0.2% | -4.4% | 0.283% | |
| 7/18/2025 | SigFig Wealth Management LLC | 3,303,512 | $122.66M | 4.1% | -1.1% | 11.948% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 8,101 | $301K | 0.0% | N/A | 0.029% | |
| 7/18/2025 | Truist Financial Corp | 23,996 | $893K | 0.0% | +8.7% | 0.087% | |
| 7/17/2025 | HB Wealth Management LLC | 1,124,949 | $41.86M | 0.3% | -36.8% | 4.069% | |
| 7/17/2025 | Independence Bank of Kentucky | 850 | $32K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 13,703 | $510K | 0.3% | -4.2% | 0.050% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 163,880 | $6.10M | 0.8% | +3.3% | 0.593% | |
| 7/16/2025 | American National Bank & Trust | 126,967 | $4.72M | 0.5% | -5.3% | 0.459% | |
| 7/14/2025 | Golden State Equity Partners | 29,712 | $1.11M | 0.2% | -13.2% | 0.107% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 65,136 | $2.45M | 0.0% | -36.5% | 0.236% | |
| 7/8/2025 | Atwood & Palmer Inc. | 47,310 | $1.76M | 0.1% | -1.6% | 0.171% | |
| 7/8/2025 | Apella Capital LLC | 338,287 | $12.53M | 0.3% | -15.7% | 1.223% | |
| 7/3/2025 | Arvest Investments Inc. | 446,226 | $16.60M | 2.5% | -2.5% | 1.614% | |
| 5/23/2025 | Strategic Financial Services Inc. | 216,057 | $7.17M | 0.4% | -6.3% | 0.790% | |
| 5/20/2025 | Anchor Investment Management LLC | 109,283 | $3.63M | 0.3% | +5.6% | 0.400% | |
| 5/20/2025 | Glenview Trust co | 9,020 | $299K | 0.0% | -6.9% | 0.033% | |
| 5/19/2025 | Jane Street Group LLC | 12,717 | $422K | 0.0% | -90.9% | 0.046% | |
| 5/19/2025 | SageView Advisory Group LLC | 15,836 | $525K | 0.0% | -5.9% | 0.058% | |
| 5/16/2025 | Prostatis Group LLC | 15,901 | $528K | 0.2% | +36.6% | 0.058% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,727,982 | $90.51M | 0.0% | +16.2% | 9.866% | |
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| 5/16/2025 | NewEdge Advisors LLC | 19,778 | $656K | 0.0% | +4.7% | 0.072% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 13,421 | $445K | 0.0% | +12.7% | 0.049% | |
| 5/15/2025 | EP Wealth Advisors LLC | 22,121 | $734K | 0.0% | -19.7% | 0.081% | |
| 5/15/2025 | Royal Bank of Canada | 280,093 | $9.29M | 0.0% | -13.3% | 1.024% | |
| 5/15/2025 | Betterment LLC | 1,760,768 | $58.42M | 0.1% | +0.9% | 6.438% | |
| 5/15/2025 | Baird Financial Group Inc. | 40,669 | $1.35M | 0.0% | +38.4% | 0.149% | |
| 5/14/2025 | CreativeOne Wealth LLC | 11,551 | $383K | 0.0% | -6.9% | 0.042% | |
| 5/14/2025 | Comerica Bank | 11,941 | $396K | 0.0% | +27.9% | 0.044% | |
| 5/13/2025 | Raymond James Financial Inc. | 387,039 | $12.84M | 0.0% | -76.0% | 1.415% | |
| 5/13/2025 | HighTower Advisors LLC | 9,205 | $305K | 0.0% | -6.7% | 0.034% | |
| 5/12/2025 | AlphaCore Capital LLC | 14,853 | $493K | 0.0% | N/A | 0.054% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 20,703 | $687K | 0.1% | -2.9% | 0.076% | |
| 5/9/2025 | Wealthspire Advisors LLC | 11,454 | $380K | 0.0% | -17.6% | 0.042% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 31,198 | $1.04M | 0.0% | +22.9% | 0.114% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 8,599 | $285K | 0.0% | N/A | 0.031% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 128,215 | $4.25M | 0.4% | -2.6% | 0.469% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 42,894 | $1.42M | 0.1% | -18.9% | 0.157% | |
| 5/8/2025 | Harbour Investments Inc. | 911 | $30K | 0.0% | -55.4% | 0.003% | |
| 5/8/2025 | First Foundation Advisors | 322,578 | $10.70M | 0.4% | -6.7% | 1.179% | |
| 5/7/2025 | LPL Financial LLC | 1,810,975 | $60.09M | 0.0% | +14.9% | 6.621% | |
| 5/7/2025 | HB Wealth Management LLC | 1,780,214 | $59.07M | 0.5% | N/A | 6.509% | |
| 5/6/2025 | Cetera Investment Advisers | 345,842 | $11.48M | 0.0% | +12.1% | 1.265% | |
| 5/6/2025 | Kelman Lazarov Inc. | 43,505 | $1.44M | 0.3% | -12.3% | 0.159% | |
| 5/2/2025 | Whittier Trust Co. | 19,288 | $640K | 0.0% | -12.7% | 0.071% | |
| 4/30/2025 | Brown Advisory Inc. | 11,968 | $397K | 0.0% | N/A | 0.044% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,086 | $202K | 0.0% | N/A | 0.022% | |
| 4/29/2025 | Callan Capital LLC | 99,619 | $3.31M | 0.2% | -1.1% | 0.364% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 778,843 | $25.84M | 0.0% | +19.6% | 2.848% | |
| 4/29/2025 | Bank of New York Mellon Corp | 24,504 | $813K | 0.0% | -4.3% | 0.090% | |
| 4/28/2025 | D.A. Davidson & CO. | 7,530 | $250K | 0.0% | -16.6% | 0.028% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 25,233 | $837K | 0.3% | -5.6% | 0.092% | |
| 4/25/2025 | Spinnaker Trust | 215,340 | $7.15M | 0.5% | -11.4% | 0.787% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 53,457 | $1.77M | 1.2% | -2.7% | 0.195% | |
| 4/24/2025 | Golden State Wealth Management LLC | 37,645 | $1.25M | 0.2% | -2.6% | 0.138% | |
| 4/23/2025 | Golden State Wealth Management LLC | 58,263 | $1.93M | 0.1% | +50.7% | 0.213% | |
| 4/23/2025 | Golden State Equity Partners | 34,233 | $1.14M | 0.2% | -11.5% | 0.125% | |
| 4/23/2025 | Archford Capital Strategies LLC | 8,986 | $298K | 0.0% | -95.9% | 0.033% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,917 | $329K | 0.0% | -12.2% | 0.036% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 131,254 | $4.36M | 0.0% | -9.5% | 0.480% | |
| 4/18/2025 | CENTRAL TRUST Co | 100,210 | $3.33M | 0.1% | +8.3% | 0.373% | |
| 4/18/2025 | Edge Financial Advisors LLC | 22,366 | $742K | 0.5% | -6.2% | 0.083% | |
| 4/17/2025 | Inscription Capital LLC | 9,043 | $283K | 0.0% | N/A | 0.034% | |
| 4/17/2025 | 1900 Wealth Management LLC | 82,002 | $2.72M | 0.2% | -37.9% | 0.305% | |
| 4/16/2025 | IAG Wealth Partners LLC | 9,908 | $329K | 0.1% | +19.4% | 0.037% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 102,515 | $3.40M | 0.0% | +9.2% | 0.381% | |
| 4/15/2025 | Arvest Investments Inc. | 457,630 | $15.18M | 2.4% | +2.5% | 1.701% | |
| 4/15/2025 | Atwood & Palmer Inc. | 48,067 | $1.60M | 0.1% | -8.2% | 0.179% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 135,066 | $4.48M | 0.2% | -3.2% | 0.502% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 158,634 | $5.26M | 0.8% | +3.7% | 0.590% | |
| 4/14/2025 | Wedmont Private Capital | 8,000 | $254K | 0.0% | N/A | 0.030% | |
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| 4/10/2025 | Apella Capital LLC | 401,492 | $12.63M | 0.4% | -24.3% | 1.493% | |
| 4/9/2025 | SigFig Wealth Management LLC | 3,339,240 | $111.08M | 4.0% | +1.4% | 12.414% | |
| 4/9/2025 | American National Bank & Trust | 134,068 | $4.45M | 0.5% | +13.7% | 0.498% | |
| 3/21/2025 | Prostatis Group LLC | 11,642 | $372K | 0.1% | N/A | 0.044% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 93,894 | $3.00M | 0.0% | -5.4% | 0.357% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 52,912 | $1.69M | 0.1% | -53.2% | 0.201% | |
| 2/18/2025 | Vise Technologies Inc. | 6,636 | $212K | 0.0% | N/A | 0.022% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 8,922 | $285K | 0.0% | -7.3% | 0.030% | |
| 2/17/2025 | LifePlan Investment Advisors Inc. | 7,600 | $243K | 0.2% | N/A | 0.026% | |
| 2/17/2025 | EP Wealth Advisors LLC | 27,553 | $879K | 0.0% | -6.6% | 0.093% | |
