| 8/25/2025 | Silverlake Wealth Management LLC | 3,519 | $296K | 0.1% | -18.6% | 0.011% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 780 | $66K | 0.0% | +42.1% | 0.002% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 8,511 | $714K | 0.1% | -10.4% | 0.026% | |
| 8/15/2025 | MML Investors Services LLC | 51,556 | $4.34M | 0.0% | -56.2% | 0.160% | |
| 8/15/2025 | EP Wealth Advisors LLC | 17,005 | $1.43M | 0.0% | N/A | 0.053% | |
| 8/15/2025 | Bank of America Corp DE | 208,398 | $17.55M | 0.0% | -7.5% | 0.645% | |
| 8/15/2025 | Ameriprise Financial Inc. | 298,492 | $25.13M | 0.0% | -16.0% | 0.924% | |
| 8/14/2025 | First Citizens Asset Management Inc. | 465,765 | $39.21M | 15.3% | -4.3% | 1.442% | |
| 8/14/2025 | Jane Street Group LLC | 3,121 | $263K | 0.0% | -81.2% | 0.010% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 12,071 | $1.02M | 0.1% | +2.8% | 0.037% | |
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| 8/14/2025 | Raymond James Financial Inc. | 118,934 | $10.01M | 0.0% | +16.1% | 0.368% | |
| 8/14/2025 | Quantinno Capital Management LP | 7,209 | $607K | 0.0% | N/A | 0.022% | |
| 8/14/2025 | NewEdge Advisors LLC | 169,485 | $14.27M | 0.1% | -0.5% | 0.525% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 1,025 | $86K | 0.0% | +157.5% | 0.003% | |
| 8/14/2025 | SVB Wealth LLC | 532,559 | $44.84M | 2.4% | N/A | 1.649% | |
| 8/14/2025 | Transce3nd LLC | 10,246 | $863K | 0.4% | +10.4% | 0.032% | |
| 8/13/2025 | Cresset Asset Management LLC | 11,203 | $943K | 0.0% | -4.2% | 0.035% | |
| 8/13/2025 | Fisher Asset Management LLC | 5,720 | $482K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Lido Advisors LLC | 999,539 | $84.15M | 0.3% | -3.5% | 3.095% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 23,223 | $1.96M | 0.0% | -18.7% | 0.072% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 5,819 | $490K | 0.0% | N/A | 0.018% | |
| 8/12/2025 | Financial Advocates Investment Management | 3,564 | $300K | 0.0% | +17.9% | 0.011% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 387,274 | $32.61M | 0.0% | +8,319.0% | 1.199% | |
| 8/12/2025 | CreativeOne Wealth LLC | 3,232 | $272K | 0.0% | -38.9% | 0.010% | |
| 8/12/2025 | JPMorgan Chase & Co. | 274,444 | $23.11M | 0.0% | +8.4% | 0.850% | |
| 8/11/2025 | Kingdom Financial Group LLC. | 86,942 | $7.32M | 6.4% | -43.5% | 0.267% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 2,415 | $203K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 20,338 | $1.71M | 0.0% | +1.6% | 0.062% | |
| 8/8/2025 | Cetera Investment Advisers | 43,862 | $3.69M | 0.0% | -87.3% | 0.135% | |
| 8/8/2025 | Meridian Wealth Management LLC | 3,837 | $323K | 0.0% | -3.3% | 0.012% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 14,187 | $1.19M | 0.0% | -2.4% | 0.044% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 15,678 | $1.32M | 0.1% | -7.2% | 0.048% | |
| 8/7/2025 | Global Wealth Management Investment Advisory Inc. | 24,309 | $2.05M | 0.4% | -3.4% | 0.075% | |
| 8/6/2025 | Prospera Financial Services Inc | 10,564 | $889K | 0.0% | +23.4% | 0.032% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 9,353 | $787K | 0.5% | -1.4% | 0.029% | |
| 8/6/2025 | AE Wealth Management LLC | 1,017,400 | $85.66M | 0.6% | +0.6% | 3.126% | |
| 8/6/2025 | Sterling Capital Management LLC | 238,514 | $20.08M | 0.3% | +0.1% | 0.733% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 221,662 | $18.66M | 1.0% | +16.4% | 0.681% | |
| 8/6/2025 | SouthState Corp | 1,013 | $85K | 0.0% | -46.6% | 0.003% | |
| 8/6/2025 | Anchor Capital Advisors LLC | 2,570 | $216K | 0.0% | -20.2% | 0.008% | |
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| 8/6/2025 | Centerpoint Advisory Group | 10,384 | $874K | 0.8% | +26.6% | 0.032% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,318 | $111K | 0.0% | +14.6% | 0.004% | |
| 8/5/2025 | Claro Advisors LLC | 8,388 | $706K | 0.1% | +63.0% | 0.026% | |
| 8/5/2025 | TIAA Trust National Association | 12,631,293 | $1.06B | 2.8% | +13.2% | 38.806% | |
| 8/4/2025 | FWG Investments LLC. | 28,360 | $2.39M | 1.8% | -2.2% | 0.087% | |
| 8/4/2025 | BLB&B Advisors LLC | 2,387 | $201K | 0.0% | N/A | 0.007% | |
| 8/1/2025 | FSA Advisors Inc. | 5,331 | $449K | 0.4% | +43.7% | 0.016% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 25,740 | $2.17M | 0.1% | N/A | 0.079% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 79,489 | $6.69M | 0.0% | -98.1% | 0.244% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 66,882 | $5.63M | 0.2% | -1.1% | 0.205% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 6,207,939 | $522.65M | 8.0% | +6.3% | 19.072% | |
| 7/30/2025 | Strategic Blueprint LLC | 16,247 | $1.37M | 0.1% | +8.4% | 0.050% | |
| 7/30/2025 | LifeWealth Investments LLC | 159,893 | $13.46M | 4.4% | +22.8% | 0.491% | |
| 7/30/2025 | Brookstone Capital Management | 9,733 | $819K | 0.0% | N/A | 0.030% | |
| 7/30/2025 | WBH Advisory Inc. | 2,854 | $240K | 0.0% | -37.2% | 0.009% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 6,991 | $589K | 0.0% | +49.3% | 0.021% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 117,978 | $9.93M | 1.6% | -1.2% | 0.362% | |
| 7/28/2025 | Harbour Investments Inc. | 410 | $35K | 0.0% | -38.4% | 0.001% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 471,432 | $39.69M | 0.7% | +11.9% | 1.448% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,568,250 | $552.98M | 2.0% | +4.7% | 20.179% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 17,483 | $1.47M | 0.1% | +17.8% | 0.054% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 2,613 | $220K | 0.1% | -13.4% | 0.008% | |
| 7/24/2025 | Blue Trust Inc. | 2,377 | $200K | 0.0% | +2,512.1% | 0.007% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 3,411 | $287K | 0.0% | -17.8% | 0.010% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 13,809 | $1.16M | 0.1% | +18.6% | 0.042% | |
| 7/24/2025 | Leo Wealth LLC | 3,534 | $298K | 0.0% | N/A | 0.011% | |
| 7/23/2025 | Country Club Bank | 19,996 | $1.68M | 0.1% | -4.0% | 0.061% | |
| 7/23/2025 | Heck Capital Advisors LLC | 13,366 | $1.13M | 0.1% | +149.4% | 0.041% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 6,029 | $508K | 0.0% | N/A | 0.018% | |
| 7/22/2025 | JSF Financial LLC | 256,923 | $21.63M | 5.1% | +1.0% | 0.786% | |
| 7/22/2025 | Simplicity Wealth LLC | 183,593 | $15.46M | 0.6% | +85.5% | 0.561% | |
| 7/22/2025 | MBL Wealth LLC | 6,500 | $547K | 0.1% | -18.8% | 0.020% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 68,075 | $5.73M | 1.4% | -3.5% | 0.209% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 33,872 | $2.85M | 0.3% | -10.4% | 0.104% | |
| 7/18/2025 | Centricity Wealth Management LLC | 1,830 | $154K | 0.1% | +169.1% | 0.006% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 15,672 | $1.32M | 0.6% | -5.1% | 0.048% | |
| 7/18/2025 | Truist Financial Corp | 186,379 | $15.69M | 0.0% | -0.4% | 0.572% | |
| 7/17/2025 | Sound Income Strategies LLC | 2,019 | $170K | 0.0% | +6.9% | 0.006% | |
| 7/16/2025 | Signaturefd LLC | 366 | $31K | 0.0% | -65.1% | 0.001% | |
| 7/15/2025 | Fifth Third Bancorp | 7,620 | $642K | 0.0% | -10.9% | 0.023% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,878 | $158K | 0.0% | +26.9% | 0.006% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,909 | $497K | 0.0% | N/A | 0.018% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,596 | $131K | 0.0% | N/A | 0.005% | |
| 7/10/2025 | Compton Wealth Advisory Group LLC | 247,717 | $20.86M | 5.3% | +0.5% | 0.759% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 10,151 | $855K | 0.1% | -27.4% | 0.031% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 509,205 | $42.87M | 8.7% | +22.1% | 1.552% | |
| 6/18/2025 | Voya Investment Management LLC | 38,608 | $3.17M | 0.0% | +179.0% | 0.118% | |
| 5/21/2025 | MBL Wealth LLC | 8,000 | $657K | 0.1% | -4.8% | 0.025% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 13,780 | $1.13M | 0.0% | N/A | 0.043% | |
| 5/19/2025 | Jane Street Group LLC | 16,587 | $1.36M | 0.0% | N/A | 0.052% | |
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| 5/19/2025 | SCS Capital Management LLC | 8,851 | $727K | 0.0% | N/A | 0.028% | |
| 5/19/2025 | Legacy Advisory Services LLC | 68,771 | $5.65M | 4.8% | N/A | 0.216% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,446 | $110K | 0.0% | -62.2% | 0.005% | |
| 5/16/2025 | NewEdge Advisors LLC | 170,356 | $14M | 0.1% | -4.3% | 0.534% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 41,956 | $3.45M | 0.0% | +3.7% | 0.132% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 1,250,520 | $102.77M | 0.7% | N/A | 3.920% | |
| 5/15/2025 | Royal Bank of Canada | 104,853 | $8.62M | 0.0% | -2.4% | 0.329% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,294 | $435K | 0.0% | +61.8% | 0.017% | |
| 5/14/2025 | FWG Investments LLC. | 28,988 | $2.38M | 2.8% | -6.3% | 0.091% | |
| 5/14/2025 | Synovus Financial Corp | 10,666 | $876K | 0.0% | +19.5% | 0.033% | |
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