| 7/25/2025 | LRI Investments LLC | 1,636 | $221K | 0.0% | +30.9% | 0.000% | |
| 7/25/2025 | Gibson Capital LLC | 7,805 | $1.05M | 0.2% | +15.0% | 0.001% | |
| 7/25/2025 | Richardson Financial Services Inc. | 282 | $38K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 2,881 | $389K | 0.0% | +5.6% | 0.001% | |
| 7/24/2025 | First Fiduciary Investment Counsel Inc. | 2,391 | $323K | 0.1% | N/A | 0.000% | |
| 7/24/2025 | Mengis Capital Management Inc. | 2,926 | $395K | 0.1% | -8.7% | 0.001% | |
| 7/24/2025 | True Link Financial Advisors LLC | 1,059,177 | $143.03M | 9.9% | +10.3% | 0.201% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 71,580 | $9.67M | 2.7% | +4.0% | 0.014% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,157 | $561K | 0.0% | -2.6% | 0.001% | |
| 7/23/2025 | Regency Capital Management Inc. DE | 10,800 | $1.46M | 0.8% | +1.1% | 0.002% | |
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| 7/23/2025 | Prime Capital Investment Advisors LLC | 1,566,681 | $211.57M | 2.8% | -22.0% | 0.298% | |
| 7/22/2025 | Evensky & Katz LLC | 1,388,351 | $187.48M | 11.4% | -2.4% | 0.264% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 3,438 | $464K | 0.1% | N/A | 0.001% | |
| 7/22/2025 | Appleton Partners Inc. MA | 2,771 | $374K | 0.0% | -4.2% | 0.001% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 14,557 | $1.97M | 0.0% | -0.8% | 0.003% | |
| 7/22/2025 | Kickstand Ventures LLC. | 3,438 | $464K | 0.1% | -10.0% | 0.001% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 645 | $87K | 0.0% | -29.9% | 0.000% | |
| 7/21/2025 | Ameriflex Group Inc. | 956 | $128K | 0.1% | -46.8% | 0.000% | |
| 7/21/2025 | Capital Planning LLC | 43,974 | $5.94M | 1.9% | -0.8% | 0.008% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 2,402 | $324K | 0.1% | -3.6% | 0.000% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 535 | $72K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Forbes J M & Co. LLP | 56,957 | $7.69M | 0.7% | -1.9% | 0.011% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 13,018 | $1.76M | 2.2% | N/A | 0.002% | |
| 7/18/2025 | Parkside Investments LLC | 12,299 | $1.66M | 0.2% | -11.5% | 0.002% | |
| 7/17/2025 | Greenleaf Trust | 113,097 | $15.27M | 0.1% | -1.9% | 0.022% | |
| 7/17/2025 | Gleason Group Inc. | 146,884 | $19.84M | 2.1% | -0.4% | 0.028% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 105,581 | $14.26M | 0.0% | -0.7% | 0.020% | |
| 7/17/2025 | Fifth Third Securities Inc. | 59,549 | $8.04M | 0.6% | +7.9% | 0.011% | |
| 7/16/2025 | ORG Partners LLC | 2,195 | $297K | 0.1% | +11.4% | 0.000% | |
| 7/15/2025 | TD Private Client Wealth LLC | 16,697 | $2.26M | 0.1% | -13.9% | 0.003% | |
| 7/15/2025 | Lynch & Associates IN | 57,057 | $7.71M | 1.6% | +0.7% | 0.011% | |
| 7/15/2025 | Cigna Investments Inc. New | 231,072 | $31.20M | 5.3% | -4.6% | 0.044% | |
| 7/15/2025 | Main Street Group LTD | 301 | $41K | 0.0% | +14,950.0% | 0.000% | |
| 7/15/2025 | Forte Capital LLC ADV | 4,320 | $583K | 0.1% | -33.9% | 0.001% | |
| 7/15/2025 | GSB Wealth Management LLC | 16,739 | $2.26M | 0.6% | +0.6% | 0.003% | |
| 7/14/2025 | AdvisorNet Financial Inc | 20,855 | $2.82M | 0.2% | +1.3% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 43,883 | $5.93M | 0.1% | +3.8% | 0.008% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,054 | $142K | 0.0% | -29.6% | 0.000% | |
| 7/11/2025 | Essex Savings Bank | 18,155 | $2.45M | 0.6% | +7.9% | 0.003% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 1,236,235 | $166.94M | 26.4% | +4.2% | 0.235% | |
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| 7/9/2025 | Fiduciary Alliance LLC | 23,855 | $3.22M | 0.2% | +5.2% | 0.005% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 3,919 | $529K | 0.4% | N/A | 0.001% | |
| 7/8/2025 | Hickory Point Bank & Trust | 139,250 | $18.80M | 15.2% | -1.3% | 0.027% | |
| 7/8/2025 | Parallel Advisors LLC | 2,638,760 | $356.34M | 7.1% | +3.1% | 0.504% | |
| 7/7/2025 | Nova Wealth Management Inc. | 320 | $43K | 0.0% | -43.7% | 0.000% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 886 | $120K | 0.0% | +105.1% | 0.000% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 6,045 | $816K | 0.1% | +1.6% | 0.001% | |
| 7/1/2025 | Cullen Investment Group LTD. | 4,913 | $663K | 0.1% | -3.1% | 0.001% | |
| 5/29/2025 | Nova Wealth Management Inc. | 568 | $69K | 0.1% | N/A | 0.000% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 83,452 | $10.18M | 1.8% | -5.1% | 0.016% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 278,004 | $33.92M | 6.5% | +0.0% | 0.053% | |
| 5/16/2025 | NewEdge Advisors LLC | 193,026 | $23.55M | 0.1% | -0.3% | 0.037% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 206,619 | $25.21M | 0.3% | +5.3% | 0.040% | |
| 5/15/2025 | Cigna Investments Inc. New | 242,237 | $29.56M | 5.5% | +5.4% | 0.046% | |
| 5/15/2025 | Baird Financial Group Inc. | 158,281 | $19.31M | 0.0% | +6.6% | 0.030% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 3,142 | $383K | 0.0% | +19.3% | 0.001% | |
| 5/14/2025 | Allstate Corp | 1,227,566 | $149.78M | 4.4% | -5.3% | 0.235% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,923,454 | $234.67M | 0.1% | -5.5% | 0.368% | |
| 5/14/2025 | Summit Financial LLC | 145,964 | $17.81M | 0.5% | +47.8% | 0.028% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 1,168,032 | $142.51M | 2.4% | +132.4% | 0.224% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 25,652 | $3.13M | 0.2% | N/A | 0.005% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 203,683 | $24.85M | 4.2% | -3.3% | 0.039% | |
| 5/14/2025 | Disciplina Capital Management LLC | 903,204 | $110.20M | 16.0% | +4.0% | 0.173% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 46,661 | $5.69M | 0.4% | +1.5% | 0.009% | |
| 5/13/2025 | Evensky & Katz LLC | 1,423,088 | $173.63M | 11.6% | +2.8% | 0.272% | |
| 5/13/2025 | Rock Creek Group LP | 995,414 | $121.58M | 14.1% | +6.7% | 0.191% | |
| 5/12/2025 | SouthState Corp | 12,375 | $1.51M | 0.1% | +1,547.8% | 0.002% | |
| 5/12/2025 | JPMorgan Chase & Co. | 1,362,967 | $166.30M | 0.0% | 0.0% | 0.257% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 28,495 | $3.48M | 2.6% | N/A | 0.005% | |
| 5/9/2025 | Kickstand Ventures LLC. | 3,818 | $466K | 0.1% | N/A | 0.001% | |
| 5/8/2025 | TIAA Trust National Association | 22,019 | $2.69M | 0.0% | -6.9% | 0.004% | |
| 5/8/2025 | Heritage Wealth Advisors | 527,685 | $64.38M | 3.3% | -0.3% | 0.100% | |
| 5/8/2025 | King Wealth Management Group | 96,590 | $11.79M | 1.8% | -1.2% | 0.018% | |
| 5/8/2025 | Davis R M Inc. | 5,902 | $720K | 0.0% | -4.8% | 0.001% | |
| 5/8/2025 | Roble Belko & Company Inc | 62,117 | $7.58M | 1.2% | +0.2% | 0.012% | |
| 5/8/2025 | Arkadios Wealth Advisors | 24,846 | $3.03M | 0.1% | +127.1% | 0.005% | |
| 5/7/2025 | NYL Investors LLC | 33,994 | $4.15M | 0.3% | -9.6% | 0.006% | |
| 5/7/2025 | Vantage Financial Partners LLC | 437,222 | $53.35M | 13.3% | +0.4% | 0.083% | |
| 5/7/2025 | Nemes Rush Group LLC | 9,281 | $1.13M | 0.1% | +18.8% | 0.002% | |
| 5/7/2025 | FourThought Financial Partners LLC | 9,796 | $1.20M | 0.1% | -26.1% | 0.002% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 13,568 | $1.66M | 0.2% | +1.9% | 0.003% | |
| 5/7/2025 | Nvwm LLC | 1,735 | $212K | 0.1% | -31.6% | 0.000% | |
| 5/6/2025 | Forbes J M & Co. LLP | 58,058 | $7.08M | 0.7% | +0.6% | 0.011% | |
| 5/6/2025 | Regency Capital Management Inc. DE | 10,685 | $1.30M | 0.8% | +4.4% | 0.002% | |
| 5/6/2025 | Winch Advisory Services LLC | 412 | $50K | 0.0% | N/A | 0.000% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 407,248 | $49.69M | 0.9% | +2.6% | 0.077% | |
| 5/5/2025 | Millstone Evans Group LLC | 1,305 | $159K | 0.1% | +50.2% | 0.000% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 4,838 | $590K | 0.1% | +8.3% | 0.001% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 1,700 | $207K | 0.0% | -5.6% | 0.000% | |
| 5/5/2025 | Hollencrest Capital Management | 57,062 | $6.96M | 0.3% | +6.4% | 0.011% | |
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| 5/2/2025 | Forte Capital LLC ADV | 6,538 | $798K | 0.1% | +95.4% | 0.001% | |
| 5/2/2025 | Graypoint LLC | 8,627 | $1.05M | 0.1% | +3.8% | 0.002% | |
| 5/2/2025 | Cable Hill Partners LLC | 9,034 | $1.09M | 0.1% | -35.2% | 0.002% | |
| 5/2/2025 | Whittier Trust Co. | 2,947 | $360K | 0.0% | -3.7% | 0.001% | |
| 5/2/2025 | Graybill Wealth Management LTD. | 853 | $104K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Pioneer Trust Bank N A OR | 11,750 | $1.43M | 0.4% | -0.7% | 0.002% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 15,184 | $1.85M | 0.2% | +63.6% | 0.003% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 1,817,069 | $221.70M | 26.2% | +0.6% | 0.343% | |
| 5/1/2025 | Fifth Third Securities Inc. | 55,179 | $6.73M | 0.6% | -1.4% | 0.010% | |
| 4/30/2025 | Correct Capital Wealth Management | 22,734 | $2.77M | 0.4% | +3.4% | 0.004% | |
