| 7/18/2025 | Consolidated Portfolio Review Corp | 2,662 | $312K | 0.0% | +7.5% | 0.003% | |
| 7/18/2025 | PBMares Wealth Management LLC | 1,745 | $204K | 0.0% | -8.2% | 0.002% | |
| 7/18/2025 | Cooper Financial Group | 20,714 | $2.43M | 0.3% | -15.3% | 0.022% | |
| 7/18/2025 | Truist Financial Corp | 636,410 | $74.57M | 0.1% | +2.3% | 0.678% | |
| 7/17/2025 | HCR Wealth Advisors | 4,080 | $478K | 0.1% | -4.1% | 0.004% | |
| 7/17/2025 | HB Wealth Management LLC | 160,896 | $18.85M | 0.1% | +0.2% | 0.172% | |
| 7/17/2025 | Janney Capital Management LLC | 43,393 | $5.08M | 0.3% | -0.6% | 0.046% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 778,605 | $91.23M | 0.2% | +3.4% | 0.831% | |
| 7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 27,554 | $3.23M | 0.5% | -2.8% | 0.029% | |
| 7/17/2025 | Fifth Third Securities Inc. | 13,832 | $1.62M | 0.1% | -9.0% | 0.015% | |
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| 7/17/2025 | Albion Financial Group UT | 6,954 | $815K | 0.1% | +18.4% | 0.007% | |
| 7/17/2025 | Sound Income Strategies LLC | 2,365 | $277K | 0.0% | +276.6% | 0.003% | |
| 7/17/2025 | Jackson Grant Investment Advisers Inc. | 13,616 | $1.60M | 0.6% | +0.8% | 0.015% | |
| 7/17/2025 | Forefront Wealth Management Inc. | 7,207 | $844K | 0.7% | +3.2% | 0.008% | |
| 7/17/2025 | Genesis Private Wealth LLC | 8,097 | $949K | 0.4% | -1.2% | 0.009% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 2,777 | $325K | 0.0% | -61.1% | 0.003% | |
| 7/17/2025 | Chatham Capital Group Inc. | 38,428 | $4.50M | 0.7% | +3.6% | 0.041% | |
| 7/16/2025 | Vision Capital Management Inc. | 1,791 | $210K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Novem Group | 2,097 | $246K | 0.0% | +5.3% | 0.002% | |
| 7/16/2025 | Embree Financial Group | 38,155 | $4.47M | 0.7% | -2.0% | 0.041% | |
| 7/16/2025 | Cresta Advisors Ltd. | 9,151 | $1.07M | 0.5% | +10.5% | 0.010% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 79,886 | $9.36M | 0.7% | -0.2% | 0.085% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 26,720 | $3.13M | 2.5% | +1.6% | 0.029% | |
| 7/16/2025 | Perigon Wealth Management LLC | 2,381 | $279K | 0.0% | +22.7% | 0.003% | |
| 7/15/2025 | Cora Capital Advisors LLC | 25,803 | $3.02M | 1.3% | +12.6% | 0.028% | |
| 7/15/2025 | Regatta Capital Group LLC | 13,166 | $1.54M | 0.3% | N/A | 0.014% | |
| 7/15/2025 | Shulman DeMeo Asset Management LLC | 34,169 | $4.00M | 1.0% | -0.3% | 0.036% | |
| 7/15/2025 | Graypoint LLC | 98,876 | $11.59M | 0.6% | +6.3% | 0.106% | |
| 7/15/2025 | BCS Wealth Management | 2,799 | $328K | 0.1% | -4.3% | 0.003% | |
| 7/15/2025 | Norden Group LLC | 20,967 | $2.46M | 0.3% | +3.5% | 0.022% | |
| 7/15/2025 | Ridgecrest Wealth Partners LLC | 20,039 | $2.35M | 1.2% | +5.1% | 0.021% | |
| 7/15/2025 | Fifth Third Bancorp | 2,854 | $334K | 0.0% | +5.9% | 0.003% | |
| 7/15/2025 | MCF Advisors LLC | 13,114 | $1.54M | 0.1% | +99.3% | 0.014% | |
| 7/15/2025 | Kelly Financial Group LLC | 1,862 | $218K | 0.0% | -35.9% | 0.002% | |
| 7/15/2025 | Gunma Bank Ltd. | 65,000 | $7.62M | 2.5% | -13.3% | 0.069% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 2,845 | $333K | 0.2% | -45.3% | 0.003% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,808 | $212K | 0.0% | +12.2% | 0.002% | |
| 7/14/2025 | CRA Financial Services LLC | 25,686 | $3.01M | 0.5% | -0.7% | 0.027% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 8,334 | $976K | 0.1% | -55.0% | 0.009% | |
| 7/14/2025 | Sweeney & Michel LLC | 147,755 | $17.70M | 6.3% | +4.2% | 0.158% | |
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| 7/14/2025 | Flagstar Advisors Inc. | 5,252 | $615K | 0.2% | -3.5% | 0.006% | |
| 7/14/2025 | Toth Financial Advisory Corp | 566 | $66K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Sowell Financial Services LLC | 19,037 | $2.23M | 0.1% | +0.8% | 0.020% | |
| 7/11/2025 | Farther Finance Advisors LLC | 21,108 | $2.47M | 0.0% | +67.4% | 0.023% | |
| 7/11/2025 | Lantz Financial LLC | 102,663 | $12.03M | 3.0% | +2.0% | 0.110% | |
| 7/11/2025 | LongView Wealth Management | 5,969 | $699K | 0.2% | +2.0% | 0.006% | |
| 7/11/2025 | Kapstone Financial Advisors LLC | 99,751 | $11.69M | 5.8% | -3.0% | 0.106% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 12,054 | $1.41M | 0.0% | N/A | 0.013% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 6,541 | $766K | 0.4% | +176.6% | 0.007% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 249,621 | $29.76M | 0.0% | -3.9% | 0.266% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 23,095 | $2.71M | 0.7% | -6.0% | 0.025% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 2,695 | $316K | 0.0% | -4.7% | 0.003% | |
| 7/10/2025 | Shira Ridge Wealth Management | 3,236 | $379K | 0.2% | -9.2% | 0.003% | |
| 7/9/2025 | Pines Wealth Management LLC | 1,882 | $224K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | GSG Advisors LLC | 22,941 | $2.69M | 0.8% | +0.8% | 0.024% | |
| 7/9/2025 | David J Yvars Group | 4,903 | $574K | 0.3% | +2.6% | 0.005% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 458,651 | $53.74M | 3.8% | +0.1% | 0.488% | |
| 7/9/2025 | Wolff Financial Management LLC | 32,187 | $3.77M | 1.0% | -1.3% | 0.034% | |
| 7/9/2025 | Berkshire Bank | 11,094 | $1.30M | 0.3% | -2.7% | 0.012% | |
| 7/9/2025 | Krilogy Financial LLC | 11,277 | $1.32M | 0.1% | +4.5% | 0.012% | |
| 7/9/2025 | Fiduciary Alliance LLC | 1,962 | $230K | 0.0% | N/A | 0.002% | |
| 7/9/2025 | Beacon Financial Group | 2,363 | $277K | 0.0% | +24.2% | 0.003% | |
| 7/8/2025 | First National Corp MA ADV | 12,816 | $1.50M | 0.3% | +2.1% | 0.014% | |
| 7/8/2025 | Everpar Advisors LLC | 2,609 | $306K | 0.1% | +40.6% | 0.003% | |
| 7/8/2025 | Chemistry Wealth Management LLC | 2,176 | $255K | 0.1% | +11.6% | 0.002% | |
| 7/8/2025 | NBC Securities Inc. | 12,002 | $1.41M | 0.1% | -8.3% | 0.013% | |
| 7/8/2025 | Parallel Advisors LLC | 11,666 | $1.37M | 0.0% | -3.0% | 0.012% | |
| 7/7/2025 | Teamwork Financial Advisors LLC | 9,620 | $1.13M | 0.1% | -5.1% | 0.010% | |
| 7/7/2025 | Retirement Wealth Solutions LLC | 501 | $59K | 0.0% | +50,000.0% | 0.001% | |
| 7/7/2025 | RDA Financial Network | 13,213 | $1.55M | 0.4% | -2.0% | 0.014% | |
| 7/3/2025 | TrueWealth Advisors LLC | 3,372 | $395K | 0.1% | +27.6% | 0.004% | |
| 7/3/2025 | Collective Family Office LLC | 13,199 | $1.55M | 0.4% | +20.4% | 0.014% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 15,151 | $1.78M | 0.1% | +3.6% | 0.016% | |
| 6/17/2025 | Howe & Rusling Inc. | 9,469 | $1.15M | 0.1% | +1.7% | 0.010% | |
| 5/28/2025 | Jones Financial Companies Lllp | 475,242 | $56.80M | 0.1% | +36.6% | 0.497% | |
| 5/28/2025 | Wealth Management Associates Inc. | 20,658 | $2.50M | 1.1% | +2.1% | 0.022% | |
| 5/27/2025 | Jacobi Capital Management LLC | 5,979 | $724K | 0.1% | -2.4% | 0.006% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,455 | $418K | 0.0% | -3.2% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 18,852 | $2.28M | 0.0% | +47.8% | 0.020% | |
| 5/20/2025 | Integrity Alliance LLC. | 7,059 | $855K | 0.0% | N/A | 0.007% | |
| 5/20/2025 | Anchor Investment Management LLC | 9,904 | $1.20M | 0.1% | +2.0% | 0.010% | |
| 5/16/2025 | Meiji Yasuda Life Insurance Co | 166,097 | $20.12M | 0.4% | -94.5% | 0.174% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 5,074 | $615K | 0.0% | +866.5% | 0.005% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 103,679 | $12.56M | 0.0% | +8.6% | 0.110% | |
| 5/16/2025 | Jones Financial Companies Lllp | 117,152 | $14.01M | 0.0% | -66.3% | 0.122% | |
| 5/16/2025 | NewEdge Advisors LLC | 27,459 | $3.33M | 0.0% | +3.4% | 0.029% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 29,904 | $3.62M | 0.0% | +43.0% | 0.031% | |
| 5/16/2025 | Curi RMB Capital LLC | 1,750 | $212K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Alliancebernstein L.P. | 266,967 | $32.34M | 0.0% | -11.6% | 0.279% | |
| 5/16/2025 | AQR Capital Management LLC | 5,047 | $611K | 0.0% | +6.1% | 0.005% | |
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| 5/16/2025 | Ancora Advisors LLC | 13,181 | $1.60M | 0.0% | -2.3% | 0.014% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 164,000 | $19.86M | 1.1% | N/A | 0.171% | |
| 5/16/2025 | 1 North Wealth Services LLC | 4,235 | $513K | 0.2% | -48.0% | 0.004% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 133,114 | $16.12M | 2.5% | -11.5% | 0.139% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 9,954 | $1.21M | 0.0% | +200.2% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 13,270 | $1.61M | 0.0% | -0.8% | 0.014% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,734 | $452K | 0.0% | -3.4% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 1,146,400 | $138.85M | 0.0% | -7.0% | 1.198% | |
| 5/15/2025 | Calton & Associates Inc. | 2,125 | $257K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 29,807 | $3.61M | 0.2% | -0.7% | 0.031% | |
