| 8/1/2025 | Biltmore Family Office LLC | 6,078 | $776K | 0.1% | -28.8% | 0.094% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 57,197 | $7.30M | 0.0% | -7.9% | 0.887% | |
| 7/31/2025 | Schoolcraft Capital LLC | 62,283 | $7.95M | 1.6% | -1.5% | 0.966% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 3,897 | $497K | 0.0% | -16.6% | 0.060% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 1,659 | $212K | 0.0% | N/A | 0.026% | |
| 7/29/2025 | Stephens Inc. AR | 19,317 | $2.47M | 0.0% | -1.5% | 0.299% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 89,990 | $12.37M | 0.4% | +0.9% | 1.395% | |
| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 41,306 | $5.27M | 1.4% | +0.3% | 0.640% | |
| 7/29/2025 | Ballast Inc. | 1,865 | $238K | 0.1% | N/A | 0.029% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 13,306 | $1.70M | 0.9% | +15.0% | 0.206% | |
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| 7/25/2025 | Ellis Investment Partners LLC | 5,748 | $734K | 0.1% | -7.8% | 0.089% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 26,080 | $3.33M | 0.0% | -11.9% | 0.404% | |
| 7/24/2025 | M1 Capital Management LLC | 17,430 | $2.23M | 1.1% | N/A | 0.270% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 4,656 | $594K | 0.1% | -14.4% | 0.074% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 1,817 | $232K | 0.0% | N/A | 0.029% | |
| 7/22/2025 | Noble Family Wealth LLC | 20,887 | $2.67M | 0.7% | +19.6% | 0.332% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 146,444 | $18.70M | 0.4% | +28.1% | 2.325% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 92,149 | $11.76M | 0.6% | -8.9% | 1.463% | |
| 7/16/2025 | Kendall Capital Management | 17,639 | $2.25M | 0.6% | -18.6% | 0.280% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 9,263 | $1.18M | 0.1% | -3.7% | 0.147% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 58,631 | $7.76M | 1.2% | -3.0% | 0.931% | |
| 7/15/2025 | Level Financial Advisors | 9,368 | $1.20M | 0.4% | -7.3% | 0.149% | |
| 7/15/2025 | Legacy Financial Group LLC | 4,418 | $564K | 0.1% | -2.0% | 0.070% | |
| 7/15/2025 | LVZ Inc. | 14,637 | $1.87M | 0.2% | N/A | 0.232% | |
| 7/14/2025 | Park Avenue Securities LLC | 50,599 | $6.46M | 0.1% | N/A | 0.803% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 8,970 | $1.15M | 0.2% | +1.3% | 0.142% | |
| 7/11/2025 | Compass Ion Advisors LLC | 2,389 | $305K | 0.0% | -23.1% | 0.038% | |
| 7/9/2025 | Finley Financial LLC | 33,340 | $4.26M | 2.1% | -3.0% | 0.521% | |
| 7/9/2025 | Archer Investment Management LLC | 12,090 | $1.54M | 1.1% | +9.0% | 0.189% | |
| 7/9/2025 | Camelot Technology Advisors Inc. | 21,464 | $2.74M | 2.3% | -6.6% | 0.335% | |
| 7/9/2025 | Alesco Advisors LLC | 47,452 | $6.06M | 0.2% | -21.3% | 0.741% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 4,206 | $537K | 0.2% | +53.2% | 0.066% | |
| 7/7/2025 | Wilson & Boucher Capital Management LLC | 1,735 | $221K | 0.2% | N/A | 0.027% | |
| 5/20/2025 | Focus Partners Wealth | 5,036 | $559K | 0.0% | +6.7% | 0.074% | |
| 5/19/2025 | Jane Street Group LLC | 22,012 | $2.44M | 0.0% | N/A | 0.321% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 19,016 | $2.11M | 0.0% | +37.2% | 0.295% | |
| 5/16/2025 | Jones Financial Companies Lllp | 275 | $31K | 0.0% | -96.5% | 0.004% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,865 | $207K | 0.0% | -10.8% | 0.027% | |
| 5/16/2025 | AQR Capital Management LLC | 5,607 | $622K | 0.0% | +3.2% | 0.082% | |
| 5/16/2025 | Ancora Advisors LLC | 3,003 | $333K | 0.0% | -10.5% | 0.044% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,671 | $518K | 0.0% | +17.5% | 0.068% | |
| 5/15/2025 | Royal Bank of Canada | 52,751 | $5.85M | 0.0% | -22.9% | 0.770% | |
| 5/15/2025 | MAI Capital Management | 471 | $52K | 0.0% | +24.6% | 0.007% | |
| 5/14/2025 | Comerica Bank | 413 | $46K | 0.0% | -27.9% | 0.006% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 413 | $46K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Kestra Advisory Services LLC | 20,291 | $2.25M | 0.0% | +1.7% | 0.296% | |
| 5/14/2025 | 1832 Asset Management L.P. | 545,890 | $60.55M | 0.1% | +12.7% | 7.969% | |
| 5/14/2025 | Summit Financial LLC | 5,518 | $612K | 0.0% | N/A | 0.081% | |
| 5/13/2025 | SFI Advisors LLC | 12,148 | $1.35M | 1.0% | +1.6% | 0.177% | |
| 5/13/2025 | Finley Financial LLC | 34,380 | $3.83M | 2.1% | +0.7% | 0.502% | |
| 5/13/2025 | WESCAP Management Group Inc. | 5,627 | $624K | 0.2% | -33.6% | 0.082% | |
| 5/13/2025 | HighTower Advisors LLC | 19,460 | $2.16M | 0.0% | +1.5% | 0.284% | |
| 5/12/2025 | Biltmore Family Office LLC | 8,538 | $947K | 0.2% | -2.8% | 0.125% | |
| 5/12/2025 | Frank Rimerman Advisors LLC | 55,529 | $6.16M | 0.5% | -2.1% | 0.811% | |
| 5/12/2025 | Alesco Advisors LLC | 60,282 | $6.69M | 0.2% | -64.4% | 0.880% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 89,183 | $9.93M | 0.3% | +7.0% | 1.302% | |
| 5/9/2025 | WealthShield Partners LLC | 29,421 | $3.26M | 0.4% | +0.6% | 0.430% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 11,571 | $1.28M | 0.8% | +18.6% | 0.169% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 2,337 | $259K | 0.0% | -59.2% | 0.034% | |
| 5/8/2025 | TIAA Trust National Association | 2,511 | $278K | 0.0% | -4.3% | 0.037% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 114,362 | $12.68M | 0.3% | +11.6% | 1.670% | |
| 5/8/2025 | Private Advisory Group LLC | 77,254 | $8.57M | 1.0% | +76.4% | 1.128% | |
| 5/8/2025 | Modera Wealth Management LLC | 7,987 | $886K | 0.0% | -4.4% | 0.117% | |
| 5/7/2025 | KFA Private Wealth Group LLC | 2,287 | $254K | 0.1% | N/A | 0.033% | |
| 5/7/2025 | LPL Financial LLC | 51,600 | $5.72M | 0.0% | -22.1% | 0.753% | |
| 5/7/2025 | Texas Yale Capital Corp. | 17,647 | $1.96M | 0.1% | +34.7% | 0.258% | |
| 5/7/2025 | Angeles Wealth Management LLC | 944 | $105K | 0.0% | -19.9% | 0.014% | |
| 5/6/2025 | Cetera Investment Advisers | 29,105 | $3.23M | 0.0% | -17.6% | 0.425% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 79,017 | $8.76M | 0.1% | +8.6% | 1.154% | |
| 5/6/2025 | AE Wealth Management LLC | 315 | $35K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Efficient Advisors LLC | 23,583 | $2.62M | 0.2% | -20.0% | 0.344% | |
| 5/5/2025 | IFP Advisors Inc | 990 | $110K | 0.0% | +71.9% | 0.014% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 59,260 | $6.57M | 0.8% | +3.1% | 0.841% | |
| 5/1/2025 | Family Firm Inc. | 17,521 | $1.94M | 0.4% | -74.1% | 0.249% | |
| 4/30/2025 | Allworth Financial LP | 5,114 | $563K | 0.0% | -6.2% | 0.073% | |
| 4/30/2025 | Synergy Investment Management LLC | 265 | $29K | 0.0% | -32.4% | 0.004% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 62,121 | $6.89M | 0.0% | -19.0% | 0.881% | |
| 4/28/2025 | First Horizon Advisors Inc. | 2,020 | $224K | 0.0% | +18.3% | 0.029% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 8,856 | $982K | 0.2% | -4.4% | 0.126% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 5,440 | $603K | 0.1% | +3.1% | 0.077% | |
| 4/25/2025 | Kendall Capital Management | 21,660 | $2.40M | 0.7% | -2.0% | 0.307% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,413 | $2.26M | 0.0% | +14.5% | 0.290% | |
| 4/22/2025 | Ellis Investment Partners LLC | 6,235 | $692K | 0.1% | -2.4% | 0.088% | |
| 4/22/2025 | Moisand Fitzgerald Tamayo LLC | 9,617 | $1.07M | 0.1% | -4.3% | 0.136% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 9,154 | $1.02M | 0.9% | +8.4% | 0.130% | |
| 4/22/2025 | Compass Ion Advisors LLC | 3,105 | $344K | 0.0% | -8.8% | 0.044% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,963 | $218K | 0.0% | -67.0% | 0.028% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 20,181 | $2.24M | 0.3% | +149.1% | 0.286% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 29,614 | $3.28M | 0.0% | -1.4% | 0.420% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 101,167 | $11.22M | 0.6% | +3.8% | 1.435% | |
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| 4/17/2025 | Arkansas Financial Group Inc. | 60,430 | $6.70M | 1.2% | -1.2% | 0.857% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,386 | $708K | 0.0% | +43.8% | 0.091% | |
| 4/16/2025 | Noble Family Wealth LLC | 17,469 | $1.94M | 0.5% | -7.5% | 0.248% | |
| 4/16/2025 | Kelly Financial Group LLC | 9,649 | $1.07M | 0.2% | -14.9% | 0.137% | |
| 4/16/2025 | Schoolcraft Capital LLC | 63,228 | $7.01M | 1.4% | -0.9% | 0.897% | |
| 4/15/2025 | Focus Financial Network Inc. | 3,949 | $438K | 0.0% | N/A | 0.056% | |
| 4/14/2025 | Camelot Technology Advisors Inc. | 22,988 | $2.55M | 2.3% | -3.5% | 0.326% | |
| 4/10/2025 | Brand Asset Management Group Inc. | 4,116 | $457K | 0.2% | -4.5% | 0.057% | |
| 4/10/2025 | Legacy Financial Group LLC | 4,508 | $500K | 0.1% | -5.4% | 0.063% | |
| 4/9/2025 | Milestone Asset Management LLC | 3,142 | $349K | 0.1% | -34.5% | 0.044% | |
