| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 276,065 | $12.44M | 0.0% | +37.7% | 0.209% | |
| 7/25/2025 | SPC Financial Inc. | 810,320 | $36.51M | 3.1% | +0.7% | 0.614% | |
| 7/25/2025 | Apollon Wealth Management LLC | 71,210 | $3.21M | 0.1% | -41.9% | 0.054% | |
| 7/24/2025 | Blue Trust Inc. | 33,302 | $1.50M | 0.0% | +29.8% | 0.025% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 7,990 | $360K | 0.2% | -5.1% | 0.006% | |
| 7/24/2025 | IFP Advisors Inc | 2,196 | $99K | 0.0% | -26.8% | 0.002% | |
| 7/24/2025 | Leo Wealth LLC | 392,306 | $17.68M | 1.4% | +174.2% | 0.297% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 26,806 | $1.21M | 0.1% | +13.8% | 0.020% | |
| 7/23/2025 | Valmark Advisers Inc. | 7,690 | $346K | 0.0% | +8.4% | 0.006% | |
| 7/23/2025 | Venturi Wealth Management LLC | 8,590 | $387K | 0.0% | +7.5% | 0.007% | |
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| 7/22/2025 | Capital Advisors Inc. OK | 1,084,428 | $48.85M | 0.9% | +0.6% | 0.821% | |
| 7/22/2025 | Belpointe Asset Management LLC | 11,806 | $532K | 0.0% | -17.3% | 0.009% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 91,069 | $4.10M | 2.0% | +213.5% | 0.069% | |
| 7/21/2025 | AIFG Consultants Ltd. | 27,418 | $1.24M | 2.4% | +68.7% | 0.021% | |
| 7/21/2025 | Triad Wealth Partners LLC | 6,716 | $303K | 0.1% | -55.1% | 0.005% | |
| 7/18/2025 | Impact Capital Partners LLC | 16,925 | $762K | 0.2% | +10.4% | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 489,704 | $22.06M | 0.0% | +1.8% | 0.371% | |
| 7/17/2025 | Asio Capital LLC | 259,653 | $11.70M | 1.9% | +4.0% | 0.197% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 342,544 | $15.43M | 0.0% | +37.6% | 0.260% | |
| 7/17/2025 | Albion Financial Group UT | 568,129 | $25.59M | 1.7% | +0.5% | 0.431% | |
| 7/17/2025 | KWB Wealth | 78,410 | $3.54M | 0.4% | -14.7% | 0.060% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 320,543 | $14.44M | 2.7% | +24.2% | 0.243% | |
| 7/16/2025 | True North Advisors LLC | 269,270 | $12.13M | 2.3% | -30.3% | 0.204% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 88,018 | $3.97M | 0.5% | -2.4% | 0.067% | |
| 7/16/2025 | Patron Partners LLC | 32,547 | $1.47M | 0.7% | +20.4% | 0.025% | |
| 7/16/2025 | Banque Pictet & Cie SA | 31,170 | $1.40M | 0.0% | +2.7% | 0.024% | |
| 7/15/2025 | North Star Investment Management Corp. | 3,103 | $140K | 0.0% | -9.4% | 0.002% | |
| 7/15/2025 | Pictet North America Advisors SA | 301,832 | $13.60M | 1.3% | +59.1% | 0.229% | |
| 7/15/2025 | Focused Wealth Management Inc | 239,657 | $10.80M | 1.3% | N/A | 0.182% | |
| 7/15/2025 | CGN Advisors LLC | 806,524 | $36.33M | 3.2% | +7.6% | 0.612% | |
| 7/14/2025 | Financial Enhancement Group LLC | 476,327 | $21.22M | 3.0% | -1.5% | 0.362% | |
| 7/14/2025 | Seed Wealth Management Inc. | 147,778 | $6.66M | 5.0% | +5.9% | 0.112% | |
| 7/14/2025 | Acropolis Investment Management LLC | 43,955 | $1.98M | 0.1% | -8.0% | 0.033% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 148,764 | $6.66M | 0.0% | +107.1% | 0.121% | |
| 7/10/2025 | Secure Asset Management LLC | 213,603 | $9.62M | 1.8% | -3.4% | 0.173% | |
| 7/10/2025 | Sovran Advisors LLC | 29,786 | $1.33M | 0.1% | -26.6% | 0.024% | |
| 7/9/2025 | Lincoln Capital Corp | 136,862 | $6.17M | 2.4% | -1.5% | 0.111% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 1,408,330 | $63.45M | 2.4% | +16.2% | 1.143% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 5,645 | $254K | 0.0% | -7.9% | 0.005% | |
| 7/9/2025 | Breakwater Capital Group | 10,306 | $464K | 0.1% | -31.3% | 0.008% | |
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| 7/9/2025 | Inspirion Wealth Advisors LLC | 517,250 | $23.30M | 3.1% | +4.2% | 0.420% | |
| 7/9/2025 | Bulwark Capital Corp | 38,548 | $1.74M | 1.5% | N/A | 0.031% | |
| 7/9/2025 | Presidio Capital Management LLC | 7,991 | $360K | 0.1% | -9.6% | 0.006% | |
| 7/8/2025 | Ehrlich Financial Group | 53,360 | $2.40M | 1.6% | +25.4% | 0.043% | |
| 7/8/2025 | Rise Advisors LLC | 335,723 | $15.12M | 6.0% | +5.6% | 0.273% | |
| 7/8/2025 | Atwood & Palmer Inc. | 22,625 | $1.02M | 0.1% | -5.8% | 0.018% | |
| 7/8/2025 | Advance Capital Management Inc. | 582,298 | $26.23M | 1.2% | -11.0% | 0.473% | |
| 7/8/2025 | Paladin Wealth LLC | 77,895 | $3.51M | 2.7% | -7.4% | 0.063% | |
| 7/8/2025 | Legacy Private Trust Co. | 472,534 | $21.29M | 1.4% | -3.4% | 0.384% | |
| 7/8/2025 | Gradient Investments LLC | 1,988,133 | $89.57M | 1.6% | -0.1% | 1.614% | |
| 7/8/2025 | Parallel Advisors LLC | 1,289,076 | $58.07M | 1.2% | +7.4% | 1.047% | |
| 7/3/2025 | Arvest Investments Inc. | 637,942 | $28.74M | 4.3% | -0.7% | 0.518% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 42,893 | $1.93M | 0.2% | -16.2% | 0.035% | |
| 6/2/2025 | Modern Wealth Management LLC | 368,754 | $16.67M | 0.5% | +27.9% | 0.301% | |
| 5/22/2025 | Mattson Financial Services LLC | 39,813 | $1.80M | 0.5% | +63.9% | 0.033% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 81,571 | $3.69M | 3.1% | +1.6% | 0.068% | |
| 5/20/2025 | Belpointe Asset Management LLC | 14,269 | $642K | 0.0% | +32.0% | 0.012% | |
| 5/16/2025 | Hamilton Capital LLC | 3,491,401 | $157.81M | 9.6% | -1.6% | 2.894% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 213,199 | $9.64M | 0.0% | -45.1% | 0.173% | |
| 5/16/2025 | Kestra Investment Management LLC | 642,836 | $29.06M | 0.9% | +118.0% | 0.533% | |
| 5/16/2025 | Rise Advisors LLC | 317,886 | $14.37M | 6.3% | +8.8% | 0.263% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,216 | $1.19M | 0.0% | +353.5% | 0.022% | |
| 5/16/2025 | Advisors Asset Management Inc. | 17,061 | $771K | 0.0% | +10.4% | 0.014% | |
| 5/16/2025 | AlphaQ Advisors LLC | 19,959 | $902K | 2.2% | N/A | 0.017% | |
| 5/16/2025 | Ancora Advisors LLC | 94,784 | $4.28M | 0.1% | +1.2% | 0.079% | |
| 5/15/2025 | Royal Bank of Canada | 1,026,504 | $46.40M | 0.0% | +11.1% | 0.851% | |
| 5/15/2025 | MAI Capital Management | 1,910 | $86K | 0.0% | +81.6% | 0.002% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 109,868 | $4.97M | 0.5% | -23.0% | 0.091% | |
| 5/14/2025 | Triad Wealth Partners LLC | 14,974 | $677K | 0.2% | N/A | 0.012% | |
| 5/14/2025 | Guggenheim Capital LLC | 264,426 | $11.95M | 0.1% | +62.6% | 0.219% | |
| 5/14/2025 | Comerica Bank | 70,756 | $3.20M | 0.0% | +9.8% | 0.059% | |
| 5/14/2025 | SVB Wealth LLC | 3,203 | $145K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 26,499 | $1.20M | 1.2% | N/A | 0.022% | |
| 5/14/2025 | Haverford Trust Co | 2,121,705 | $95.90M | 1.0% | +42.4% | 1.759% | |
| 5/14/2025 | Kestra Advisory Services LLC | 39,473 | $1.78M | 0.0% | +41.6% | 0.033% | |
| 5/14/2025 | Compound Planning Inc. | 18,188 | $822K | 0.0% | N/A | 0.015% | |
| 5/14/2025 | CW Advisors LLC | 2,552,755 | $115.39M | 1.4% | +24.1% | 2.116% | |
| 5/13/2025 | SFI Advisors LLC | 11,762 | $532K | 0.4% | N/A | 0.010% | |
| 5/13/2025 | Blue Edge Capital LLC | 326,068 | $14.74M | 2.4% | +74.4% | 0.270% | |
| 5/13/2025 | Moment Partners LLC | 428,189 | $19.35M | 3.8% | +3.9% | 0.355% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,973,132 | $134.39M | 0.1% | +0.8% | 2.464% | |
| 5/13/2025 | Horizon Investments LLC | 601,943 | $26.98M | 0.8% | +35.8% | 0.499% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 2,072,474 | $93.68M | 0.5% | +14.6% | 1.718% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,730 | $78K | 0.1% | +40.0% | 0.001% | |
| 5/13/2025 | Bulltick Wealth Management LLC | 9,541 | $431K | 0.1% | +33.6% | 0.008% | |
| 5/13/2025 | HighTower Advisors LLC | 5,870 | $265K | 0.0% | -81.6% | 0.005% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 33,033 | $1.49M | 0.9% | +11.7% | 0.027% | |
| 5/12/2025 | True North Advisors LLC | 386,452 | $17.47M | 3.1% | N/A | 0.320% | |
| 5/12/2025 | Johnson Financial Group LLC | 5,073 | $229K | 0.0% | N/A | 0.004% | |
| 5/12/2025 | Townsquare Capital LLC | 94,789 | $4.28M | 0.0% | -5.5% | 0.079% | |
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| 5/12/2025 | AlphaCore Capital LLC | 4,353 | $197K | 0.0% | N/A | 0.004% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 7,921,739 | $358.06M | 0.1% | +1.0% | 6.566% | |
| 5/9/2025 | Tidemark LLC | 20,616 | $932K | 0.3% | +32.4% | 0.017% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 43,310 | $1.96M | 0.0% | +18.3% | 0.036% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 12,803 | $579K | 0.0% | -69.2% | 0.011% | |
| 5/9/2025 | Haverford Financial Services Inc. | 13,885 | $628K | 0.2% | +24.1% | 0.012% | |
| 5/9/2025 | Heritage Trust Co | 22,277 | $1.01M | 0.1% | -26.7% | 0.018% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 65,765 | $2.97M | 0.0% | -2.8% | 0.055% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 8,420 | $381K | 0.2% | +19.3% | 0.007% | |
| 5/8/2025 | SPC Financial Inc. | 804,657 | $36.37M | 3.2% | +4.2% | 0.667% | |
