| 8/20/2025 | Coppell Advisory Solutions LLC | 6,428 | $442K | 0.1% | N/A | 0.025% | |
| 8/15/2025 | Keel Point LLC | 3,122 | $214K | 0.0% | N/A | 0.012% | |
| 8/15/2025 | Vident Advisory LLC | 140,242 | $9.64M | 0.1% | +2.7% | 0.544% | |
| 8/15/2025 | Modern Wealth Management LLC | 3,021 | $208K | 0.0% | N/A | 0.012% | |
| 8/15/2025 | Lazard Asset Management LLC | 94,159 | $6.47M | 0.0% | -19.3% | 0.365% | |
| 8/15/2025 | IHT Wealth Management LLC | 3,613 | $248K | 0.0% | N/A | 0.014% | |
| 8/15/2025 | Bank of America Corp DE | 232,501 | $15.97M | 0.0% | -27.6% | 0.901% | |
| 8/15/2025 | Ameriprise Financial Inc. | 6,284 | $432K | 0.0% | -6.6% | 0.024% | |
| 8/14/2025 | Quantinno Capital Management LP | 18,392 | $1.26M | 0.0% | N/A | 0.071% | |
| 8/14/2025 | Denver PWM LLC | 37,724 | $2.59M | 0.8% | +7.6% | 0.146% | |
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| 8/13/2025 | Amundi | 87,887 | $6.03M | 0.0% | -9.7% | 0.341% | |
| 8/13/2025 | Willis Johnson & Associates Inc. | 34,776 | $2.39M | 0.2% | -4.9% | 0.135% | |
| 8/13/2025 | Millington Financial Advisors LLC | 26,822 | $1.89M | 1.0% | -8.3% | 0.104% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,056 | $141K | 0.0% | +34.5% | 0.008% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,823,056 | $125.24M | 0.0% | +61.3% | 7.066% | |
| 8/11/2025 | PAX Financial Group LLC | 26,661 | $1.83M | 0.4% | -15.1% | 0.103% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 59,306 | $4.07M | 0.6% | N/A | 0.230% | |
| 8/8/2025 | Cetera Investment Advisers | 399,916 | $27.47M | 0.0% | -10.5% | 1.550% | |
| 8/8/2025 | Creative Planning | 54,251 | $3.73M | 0.0% | -3.6% | 0.210% | |
| 8/8/2025 | Smithfield Trust Co | 352,399 | $24.21M | 1.1% | +12.0% | 1.366% | |
| 8/8/2025 | ERTS Wealth Advisors LLC | 135,449 | $9.31M | 3.2% | -38.8% | 0.525% | |
| 8/7/2025 | FDx Advisors Inc. | 48,948 | $3.36M | 1.0% | -5.5% | 0.190% | |
| 8/6/2025 | AE Wealth Management LLC | 570 | $39K | 0.0% | +216.7% | 0.002% | |
| 8/5/2025 | Elm Partners Management LLC | 476,862 | $32.76M | 1.9% | +24.9% | 1.848% | |
| 8/4/2025 | Mccarter Private Wealth Services LLC | 8,750 | $601K | 0.3% | N/A | 0.034% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 175,984 | $12.09M | 0.8% | +0.9% | 0.682% | |
| 8/4/2025 | Savvy Advisors Inc. | 3,336 | $229K | 0.0% | N/A | 0.013% | |
| 8/4/2025 | Assetmark Inc. | 989,465 | $67.98M | 0.2% | -10.6% | 3.835% | |
| 8/1/2025 | Bessemer Group Inc. | 206,182 | $14.17M | 0.0% | +22.3% | 0.799% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 603,458 | $41.45M | 0.0% | -5.7% | 2.339% | |
| 7/31/2025 | Brian Low Financial Group LLC | 4,724 | $325K | 0.3% | N/A | 0.018% | |
| 7/31/2025 | GenTrust LLC | 137,140 | $9.42M | 0.4% | -2.2% | 0.532% | |
| 7/30/2025 | TFB Advisors LLC | 3,094 | $213K | 0.1% | -5.4% | 0.012% | |
| 7/29/2025 | Alaska Wealth Advisors | 3,014 | $207K | 0.0% | N/A | 0.012% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 2,998 | $206K | 0.0% | N/A | 0.012% | |
| 7/25/2025 | Presilium Private Wealth LLC | 28,112 | $1.93M | 0.4% | -45.3% | 0.109% | |
| 7/25/2025 | CWM LLC | 33,730 | $2.32M | 0.0% | +2,558.0% | 0.131% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,279 | $500K | 0.0% | N/A | 0.028% | |
| 7/25/2025 | Inman Jager Wealth Management LLC | 14,139 | $971K | 0.7% | -3.8% | 0.055% | |
| 7/25/2025 | Richardson Financial Services Inc. | 19,560 | $1.34M | 0.9% | -9.3% | 0.076% | |
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| 7/24/2025 | Williams & Novak LLC | 10,765 | $740K | 0.6% | -12.2% | 0.042% | |
| 7/24/2025 | Blue Trust Inc. | 6,996,027 | $480.63M | 5.7% | -3.4% | 27.116% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 39,972 | $2.75M | 0.1% | -13.3% | 0.155% | |
| 7/23/2025 | Columbus Macro LLC | 88,990 | $6.11M | 0.8% | -26.5% | 0.345% | |
| 7/23/2025 | Vontobel Holding Ltd. | 20,403 | $1.40M | 0.0% | +1.6% | 0.079% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 71,965 | $4.94M | 0.1% | -1.1% | 0.279% | |
| 7/22/2025 | Belpointe Asset Management LLC | 4,739 | $326K | 0.0% | -3.1% | 0.018% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 163,950 | $11.26M | 1.4% | +4.5% | 0.635% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 7,730 | $531K | 0.0% | +6.5% | 0.030% | |
| 7/18/2025 | Tanager Wealth Management LLP | 10,635 | $731K | 0.1% | N/A | 0.041% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 31,748 | $2.15M | 1.0% | -9.2% | 0.123% | |
| 7/18/2025 | Truist Financial Corp | 40,441 | $2.78M | 0.0% | -0.9% | 0.157% | |
| 7/16/2025 | Perigon Wealth Management LLC | 28,158 | $1.93M | 0.0% | N/A | 0.109% | |
| 7/15/2025 | Mather Group LLC. | 653,467 | $44.89M | 0.5% | +9.0% | 2.533% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,679 | $321K | 0.0% | -5.3% | 0.018% | |
| 7/11/2025 | Mandatum Life Insurance Co Ltd | 155,637 | $10.69M | 2.8% | +24.1% | 0.596% | |
| 7/10/2025 | Security National Bank | 2,080 | $143K | 0.0% | N/A | 0.008% | |
| 7/9/2025 | Sapient Capital LLC | 8,317 | $571K | 0.0% | N/A | 0.032% | |
| 7/9/2025 | Balefire LLC | 8,494 | $584K | 0.1% | N/A | 0.033% | |
| 7/7/2025 | Kings Path Partners LLC | 586 | $40K | 0.0% | -47.6% | 0.002% | |
| 7/3/2025 | Garde Capital Inc. | 142,939 | $9.82M | 0.5% | +0.6% | 0.548% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,892 | $304K | 0.0% | N/A | 0.015% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 4,886 | $304K | 0.1% | N/A | 0.015% | |
| 5/19/2025 | Jane Street Group LLC | 46,748 | $2.91M | 0.0% | +40.9% | 0.145% | |
| 5/16/2025 | Jones Financial Companies Lllp | 29,743 | $1.85M | 0.0% | +16,064.7% | 0.092% | |
| 5/16/2025 | Amundi | 97,278 | $5.86M | 0.0% | +0.5% | 0.302% | |
| 5/15/2025 | Royal Bank of Canada | 50,433 | $3.14M | 0.0% | +122.8% | 0.157% | |
| 5/15/2025 | Vident Advisory LLC | 136,592 | $8.50M | 0.1% | -5.2% | 0.424% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,529 | $95K | 0.0% | -13.0% | 0.005% | |
| 5/13/2025 | Blue Edge Capital LLC | 120,714 | $7.51M | 1.2% | +3.7% | 0.375% | |
| 5/12/2025 | Invesco Ltd. | 3,594 | $224K | 0.0% | N/A | 0.011% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 32,504 | $2.02M | 0.3% | -11.9% | 0.101% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,000,970 | $62.30M | 0.0% | -20.8% | 3.109% | |
| 5/9/2025 | Smithfield Trust Co | 314,640 | $19.60M | 1.0% | +0.4% | 0.977% | |
| 5/7/2025 | LPL Financial LLC | 87,547 | $5.45M | 0.0% | +4.6% | 0.272% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 164,788 | $10.26M | 0.8% | +8.7% | 0.512% | |
| 5/7/2025 | Denver PWM LLC | 35,060 | $2.18M | 0.8% | +15.1% | 0.109% | |
| 5/6/2025 | Assetmark Inc. | 1,106,609 | $68.88M | 0.2% | -3.0% | 3.437% | |
| 5/6/2025 | Cetera Investment Advisers | 446,776 | $27.81M | 0.1% | -7.5% | 1.388% | |
| 5/6/2025 | Richardson Financial Services Inc. | 21,567 | $1.34M | 1.0% | -5.1% | 0.067% | |
| 5/5/2025 | Edgemoor Investment Advisors Inc. | 5,310 | $330K | 0.0% | -50.0% | 0.016% | |
| 5/5/2025 | Csenge Advisory Group | 9,398 | $583K | 0.0% | -9.6% | 0.029% | |
| 5/5/2025 | Mandatum Life Insurance Co Ltd | 125,457 | $7.81M | 2.4% | +25.8% | 0.390% | |
| 5/2/2025 | PAX Financial Group LLC | 31,415 | $1.96M | 0.3% | -1.9% | 0.099% | |
| 5/2/2025 | Wealthfront Advisers LLC | 3,521 | $219K | 0.0% | -80.5% | 0.011% | |
| 5/1/2025 | FDx Advisors Inc. | 51,782 | $3.22M | 1.0% | -9.3% | 0.163% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 56,255 | $3.50M | 0.8% | N/A | 0.177% | |
| 4/30/2025 | Allworth Financial LP | 3,998 | $256K | 0.0% | +11.3% | 0.013% | |
| 4/30/2025 | Dogwood Wealth Management LLC | 34,954 | $2.18M | 1.1% | -3.2% | 0.110% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 174,479 | $10.86M | 1.3% | +1,505.3% | 0.549% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 639,877 | $39.83M | 0.0% | -7.7% | 2.012% | |
| 4/29/2025 | Compass Wealth Management LLC | 3,061 | $191K | 0.0% | -81.1% | 0.010% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,747 | $109K | 0.0% | +43,575.0% | 0.005% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 4,950 | $308K | 0.0% | -13.3% | 0.016% | |
| 4/28/2025 | Vontobel Holding Ltd. | 20,087 | $1.25M | 0.0% | -4.4% | 0.063% | |
| 4/25/2025 | Mather Group LLC. | 599,698 | $37.33M | 0.4% | -1.5% | 1.886% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 402,749 | $25.07M | 2.7% | N/A | 1.267% | |
| 4/23/2025 | Bessemer Group Inc. | 168,639 | $10.50M | 0.0% | +19.1% | 0.530% | |
| 4/23/2025 | Family Legacy Inc. | 23,840 | $1.48M | 0.5% | -3.2% | 0.075% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 4,729 | $294K | 0.1% | -11.8% | 0.015% | |
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