| 8/1/2025 | Strategic Financial Services Inc. | 105,706 | $7.25M | 0.4% | +79.4% | 1.251% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 290,428 | $19.93M | 0.0% | +8.1% | 3.437% | |
| 7/31/2025 | Wealthfront Advisers LLC | 11,155 | $765K | 0.0% | -18.2% | 0.132% | |
| 7/31/2025 | Hixon Zuercher LLC | 38,609 | $2.65M | 0.9% | -17.7% | 0.457% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 17,104 | $1.17M | 0.1% | N/A | 0.202% | |
| 7/29/2025 | Private Trust Co. NA | 599 | $41K | 0.0% | +49.8% | 0.007% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 3,545 | $243K | 0.1% | -24.0% | 0.042% | |
| 7/28/2025 | Mutual Advisors LLC | 4,079 | $286K | 0.0% | -8.5% | 0.048% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,303 | $295K | 0.0% | -55.4% | 0.051% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 39,010 | $2.68M | 0.0% | -0.5% | 0.462% | |
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| 7/24/2025 | IFP Advisors Inc | 173,626 | $11.91M | 0.3% | +4.1% | 2.055% | |
| 7/24/2025 | Edge Financial Advisors LLC | 3,653 | $253K | 0.1% | -25.1% | 0.043% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 3,590 | $246K | 0.0% | N/A | 0.042% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 134,394 | $9.22M | 1.4% | +420.8% | 1.581% | |
| 7/21/2025 | Financial Architects LLC | 170,750 | $11.72M | 7.1% | -2.2% | 2.009% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 649 | $45K | 0.0% | N/A | 0.008% | |
| 7/21/2025 | 1900 Wealth Management LLC | 143,342 | $9.84M | 0.7% | -2.1% | 1.686% | |
| 7/17/2025 | Fifth Third Securities Inc. | 8,198 | $562K | 0.0% | -13.1% | 0.097% | |
| 7/16/2025 | American National Bank & Trust | 460,771 | $31.61M | 3.2% | -8.2% | 5.453% | |
| 7/15/2025 | McCarthy & Cox | 144,227 | $9.90M | 2.6% | +3.6% | 1.707% | |
| 7/14/2025 | Gries Financial LLC | 3,029 | $208K | 0.0% | N/A | 0.036% | |
| 7/11/2025 | Westwind Capital | 38,107 | $2.62M | 0.5% | +4.2% | 0.451% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,842 | $2.18M | 0.0% | -35.6% | 0.365% | |
| 7/10/2025 | Sovran Advisors LLC | 9,255 | $648K | 0.1% | -3.6% | 0.110% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 39,166 | $2.69M | 0.1% | -21.6% | 0.464% | |
| 7/9/2025 | High Probability Advisors LLC | 148,937 | $10.22M | 1.5% | +14.5% | 1.763% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 298,022 | $20.45M | 4.2% | -6.2% | 3.591% | |
| 5/23/2025 | Strategic Financial Services Inc. | 58,925 | $3.74M | 0.2% | +48.7% | 0.727% | |
| 5/16/2025 | Bell Investment Advisors Inc | 87,145 | $5.53M | 1.0% | +0.5% | 1.076% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,374 | $404K | 0.0% | +5.0% | 0.079% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,663 | $232K | 0.0% | +6.2% | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 85,224 | $5.41M | 0.0% | -11.0% | 1.052% | |
| 5/15/2025 | Betterment LLC | 595,972 | $37.80M | 0.1% | -0.6% | 7.358% | |
| 5/14/2025 | CreativeOne Wealth LLC | 14,761 | $936K | 0.0% | +2.8% | 0.182% | |
| 5/13/2025 | Raymond James Financial Inc. | 206,580 | $13.10M | 0.0% | -22.7% | 2.550% | |
| 5/13/2025 | Tyler Stone Wealth Management | 4,700 | $298K | 0.1% | -62.7% | 0.058% | |
| 5/13/2025 | Heck Capital Advisors LLC | 168,557 | $10.69M | 1.2% | -4.2% | 2.056% | |
| 5/12/2025 | Maia Wealth LLC | 5,961 | $353K | 0.1% | -2.8% | 0.073% | |
| 5/12/2025 | Linscomb Wealth Inc. | 46,027 | $2.92M | 0.1% | +11.4% | 0.561% | |
| 5/12/2025 | Aveo Capital Partners LLC | 7,230 | $454K | 0.1% | N/A | 0.088% | |
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| 5/8/2025 | Harbour Investments Inc. | 750 | $48K | 0.0% | -54.5% | 0.009% | |
| 5/8/2025 | First Foundation Advisors | 597,024 | $37.87M | 1.5% | +12.6% | 7.281% | |
| 5/7/2025 | LPL Financial LLC | 616,236 | $39.09M | 0.0% | +5.0% | 7.515% | |
| 5/7/2025 | HB Wealth Management LLC | 21,190 | $1.34M | 0.0% | N/A | 0.258% | |
| 5/6/2025 | Cetera Investment Advisers | 117,441 | $7.45M | 0.0% | -1.6% | 1.432% | |
| 5/6/2025 | SFE Investment Counsel | 8,756 | $555K | 0.1% | N/A | 0.107% | |
| 5/5/2025 | Aire Advisors LLC | 5,000 | $317K | 0.1% | -42.0% | 0.061% | |
| 5/5/2025 | IFP Advisors Inc | 166,794 | $10.58M | 0.3% | +0.7% | 2.034% | |
| 5/5/2025 | Private Advisor Group LLC | 23,754 | $1.51M | 0.0% | -2.4% | 0.290% | |
| 5/2/2025 | Wealthfront Advisers LLC | 13,635 | $865K | 0.0% | -23.3% | 0.166% | |
| 5/1/2025 | Fifth Third Securities Inc. | 9,432 | $598K | 0.1% | +4.4% | 0.115% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 29,167 | $1.85M | 0.0% | N/A | 0.356% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 3,240 | $206K | 0.0% | N/A | 0.040% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 268,672 | $17.04M | 0.0% | +4.4% | 3.276% | |
| 4/29/2025 | Financial Architects LLC | 174,650 | $11.08M | 7.1% | +9.3% | 2.130% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,776 | $430K | 0.0% | -6.9% | 0.083% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 201,911 | $12.81M | 8.9% | +4.8% | 2.462% | |
| 4/28/2025 | Mutual Advisors LLC | 4,460 | $274K | 0.0% | -63.3% | 0.054% | |
| 4/25/2025 | Hixon Zuercher LLC | 46,935 | $2.98M | 1.0% | N/A | 0.572% | |
| 4/25/2025 | Sovran Advisors LLC | 9,597 | $567K | 0.1% | +12.8% | 0.117% | |
| 4/24/2025 | Westwind Capital | 36,570 | $2.32M | 0.6% | +3.1% | 0.446% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 39,204 | $2.49M | 0.0% | -23.2% | 0.478% | |
| 4/21/2025 | Duncan Williams Asset Management LLC | 25,806 | $1.64M | 0.6% | +16.7% | 0.315% | |
| 4/18/2025 | CENTRAL TRUST Co | 30,650 | $1.94M | 0.0% | -8.6% | 0.378% | |
| 4/18/2025 | Edge Financial Advisors LLC | 4,880 | $310K | 0.2% | -8.5% | 0.060% | |
| 4/17/2025 | Inscription Capital LLC | 5,877 | $385K | 0.1% | N/A | 0.073% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 180,658 | $11.46M | 1.5% | +2.8% | 2.230% | |
| 4/17/2025 | 1900 Wealth Management LLC | 146,454 | $9.29M | 0.8% | -7.3% | 1.808% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 49,983 | $3.17M | 0.1% | -2.3% | 0.617% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 47,912 | $3.04M | 0.0% | +88.5% | 0.592% | |
| 4/16/2025 | High Probability Advisors LLC | 130,098 | $8.25M | 1.4% | +5.0% | 1.606% | |
| 4/14/2025 | McCarthy & Cox | 139,171 | $8.83M | 3.8% | +1.1% | 1.718% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 11,314 | $718K | 0.0% | +11.2% | 0.140% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 317,756 | $20.16M | 4.7% | +87.1% | 3.923% | |
| 4/9/2025 | NBC Securities Inc. | 3,493 | $221K | 0.0% | +87,225.0% | 0.043% | |
| 4/9/2025 | American National Bank & Trust | 501,965 | $31.84M | 3.5% | -7.7% | 6.197% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 25,416 | $1.76M | 0.0% | -4.6% | 0.318% | |
| 2/25/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.7% | N/A | 2.255% | |
| 2/18/2025 | Vise Technologies Inc. | 11,324 | $783K | 0.1% | N/A | 0.145% | |
| 2/17/2025 | Two Sigma Investments LP | 19,100 | $1.32M | 0.0% | N/A | 0.245% | |
| 2/17/2025 | CoreCap Advisors LLC | 39,223 | $2.71M | 0.1% | -17.4% | 0.503% | |
| 2/17/2025 | Cetera Investment Advisers | 119,386 | $8.25M | 0.0% | +0.9% | 1.531% | |
| 2/17/2025 | Citadel Advisors LLC | 5,879 | $406K | 0.0% | -37.5% | 0.075% | |
| 2/17/2025 | Bank of America Corp DE | 325,423 | $22.50M | 0.0% | +21.3% | 4.172% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,012 | $208K | 0.0% | N/A | 0.039% | |
| 2/14/2025 | Betterment LLC | 599,378 | $41.44M | 0.1% | -17.9% | 7.684% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 3,450 | $239K | 0.0% | -11.7% | 0.044% | |
| 2/14/2025 | Susquehanna International Group LLP | 23,971 | $1.66M | 0.0% | +341.0% | 0.307% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,068 | $419K | 0.0% | +15.7% | 0.078% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 5,617 | $388K | 0.4% | N/A | 0.072% | |
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| 2/13/2025 | CreativeOne Wealth LLC | 14,359 | $993K | 0.0% | -6.3% | 0.184% | |
| 2/13/2025 | First Foundation Advisors | 530,363 | $36.66M | 1.4% | +2.3% | 6.800% | |
| 2/13/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 257,413 | $17.80M | 0.0% | +37.9% | 3.300% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 174,494 | $12.06M | 0.1% | N/A | 2.237% | |
| 2/12/2025 | Tyler Stone Wealth Management | 12,590 | $870K | 0.2% | +103.1% | 0.161% | |
| 2/12/2025 | Aire Advisors LLC | 8,619 | $596K | 0.1% | N/A | 0.111% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 11,000 | $760K | 0.0% | +2.3% | 0.141% | |
| 2/11/2025 | LPL Financial LLC | 587,097 | $40.59M | 0.0% | +3.3% | 7.527% | |
| 2/11/2025 | Strategic Financial Services Inc. | 39,629 | $2.74M | 0.2% | -9.7% | 0.508% | |
