| 8/25/2025 | Fulcrum Equity Management | 5,933 | $275K | 0.3% | N/A | 0.006% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 1,482 | $69K | 0.0% | +43.9% | 0.002% | |
| 8/19/2025 | Advisory Services Network LLC | 86,482 | $4.00M | 0.1% | +1.5% | 0.092% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 243,851 | $11.30M | 0.3% | +148.0% | 0.260% | |
| 8/15/2025 | Global View Capital Management LLC | 5,275 | $244K | 0.1% | N/A | 0.006% | |
| 8/15/2025 | Blue Chip Partners LLC | 143,595 | $6.65M | 0.5% | -1.9% | 0.153% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 29,664 | $1.37M | 0.3% | N/A | 0.032% | |
| 8/15/2025 | Visionary Wealth Advisors | 414,021 | $19.18M | 1.0% | +19.2% | 0.441% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 130,822 | $6.66M | 0.0% | +291.5% | 0.139% | |
| 8/15/2025 | MML Investors Services LLC | 165,630 | $7.67M | 0.0% | -0.6% | 0.176% | |
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| 8/15/2025 | Hilton Capital Management LLC | 950,717 | $44.04M | 3.5% | N/A | 1.012% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 16,094 | $745K | 0.0% | N/A | 0.017% | |
| 8/15/2025 | Benjamin Edwards Inc. | 62,030 | $2.87M | 0.0% | N/A | 0.066% | |
| 8/15/2025 | Bank of America Corp DE | 2,164,650 | $100.27M | 0.0% | +15.7% | 2.305% | |
| 8/15/2025 | Ameriprise Financial Inc. | 20,711 | $959K | 0.0% | N/A | 0.022% | |
| 8/14/2025 | Vienna Asset Management LLC | 43,197 | $2.00M | 1.4% | +21.8% | 0.046% | |
| 8/14/2025 | Raymond James Financial Inc. | 710,909 | $32.93M | 0.0% | +21.1% | 0.757% | |
| 8/14/2025 | Keystone Financial Services LLC | 87,289 | $4.04M | 3.1% | +6.5% | 0.093% | |
| 8/14/2025 | Betterment LLC | 9,218 | $427K | 0.0% | -8.9% | 0.010% | |
| 8/14/2025 | HUB Investment Partners LLC | 29,395 | $1.36M | 0.0% | -3.2% | 0.031% | |
| 8/14/2025 | NewEdge Advisors LLC | 149,989 | $6.95M | 0.0% | +13.9% | 0.160% | |
| 8/14/2025 | Obsidian Personal Planning Solutions LLC | 287,787 | $13.33M | 5.4% | +3.2% | 0.306% | |
| 8/14/2025 | Transce3nd LLC | 32,313 | $1.50M | 0.6% | +29.9% | 0.034% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 1,025,387 | $47.50M | 1.3% | +15.2% | 1.092% | |
| 8/13/2025 | Cary Street Partners Investment Advisory LLC | 9,548 | $442K | 0.2% | +3.1% | 0.010% | |
| 8/13/2025 | Capital Advisors Wealth Management LLC | 517,157 | $23.96M | 3.8% | +9.3% | 0.551% | |
| 8/13/2025 | Parkworth Wealth Management Inc. | 623 | $29K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 1,642 | $76K | 0.0% | +26.4% | 0.002% | |
| 8/13/2025 | Menard Financial Group LLC | 16,838 | $780K | 0.5% | -1.5% | 0.018% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,330 | $62K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | Van Hulzen Asset Management LLC | 7,795 | $361K | 0.0% | +37.1% | 0.008% | |
| 8/13/2025 | Smith Moore & CO. | 284,155 | $13.16M | 1.1% | -2.0% | 0.303% | |
| 8/13/2025 | Greenwich Wealth Management LLC | 127,432 | $5.90M | 0.3% | +166.7% | 0.136% | |
| 8/13/2025 | Bernardo Wealth Planning LLC | 219,883 | $10.19M | 2.2% | +5.3% | 0.234% | |
| 8/13/2025 | Trustmark Bank Trust Department | 70,998 | $3.29M | 0.2% | -6.0% | 0.076% | |
| 8/13/2025 | Lido Advisors LLC | 6,999 | $324K | 0.0% | N/A | 0.007% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 16,649 | $771K | 0.0% | +223.2% | 0.018% | |
| 8/13/2025 | Mayfair Advisory Group LLC | 9,606 | $444K | 0.2% | +15.7% | 0.010% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 310,331 | $14.38M | 1.1% | -3.4% | 0.330% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 49,083 | $2.27M | 0.0% | +920.4% | 0.052% | |
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| 8/12/2025 | Armor Investment Advisors LLC | 160,511 | $7.44M | 2.8% | +7.3% | 0.171% | |
| 8/12/2025 | Financial Advocates Investment Management | 50,454 | $2.34M | 0.2% | -5.5% | 0.054% | |
| 8/12/2025 | Resolute Wealth Strategies LLC | 9,617 | $445K | 0.2% | -46.1% | 0.010% | |
| 8/12/2025 | XTX Topco Ltd | 5,245 | $243K | 0.0% | N/A | 0.006% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,109 | $561K | 0.0% | N/A | 0.013% | |
| 8/12/2025 | CreativeOne Wealth LLC | 27,553 | $1.28M | 0.0% | -23.2% | 0.029% | |
| 8/12/2025 | Global Retirement Partners LLC | 5,434 | $252K | 0.0% | N/A | 0.006% | |
| 8/12/2025 | Waterloo Capital L.P. | 169,919 | $7.87M | 0.6% | -1.3% | 0.181% | |
| 8/12/2025 | Richard W. Paul & Associates LLC | 199,408 | $9.24M | 3.3% | +1.8% | 0.212% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 215,267 | $9.97M | 0.3% | +23.2% | 0.229% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,850,626 | $317.32M | 0.0% | +35.2% | 7.293% | |
| 8/12/2025 | PKS Advisory Services LLC | 7,166 | $332K | 0.1% | +23.4% | 0.008% | |
| 8/11/2025 | Alteri Wealth LLC | 4,650 | $215K | 0.1% | N/A | 0.005% | |
| 8/11/2025 | Nordwand Advisors LLC | 131,443 | $6.09M | 1.0% | +0.2% | 0.143% | |
| 8/8/2025 | Sequoia Financial Advisors LLC | 2,695,517 | $124.86M | 0.4% | +24.8% | 2.941% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 80,993 | $3.75M | 0.0% | +41.6% | 0.088% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 302,553 | $14.01M | 0.2% | +23.1% | 0.330% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 19,794 | $916K | 0.1% | -5.2% | 0.022% | |
| 8/8/2025 | Cetera Investment Advisers | 405,877 | $18.80M | 0.0% | +82.9% | 0.443% | |
| 8/8/2025 | Creative Planning | 12,187 | $564K | 0.0% | +8.4% | 0.013% | |
| 8/8/2025 | Evolution Wealth Advisors LLC | 102,471 | $4.75M | 0.7% | +17.2% | 0.112% | |
| 8/8/2025 | Royal Harbor Partners LLC | 189,510 | $8.78M | 3.2% | +1.7% | 0.207% | |
| 8/8/2025 | D Orazio & Associates Inc. | 851,022 | $39.42M | 5.6% | +3.1% | 0.929% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 150,868 | $6.99M | 0.0% | +12.1% | 0.165% | |
| 8/8/2025 | Advyzon Investment Management LLC | 7,784 | $361K | 0.1% | N/A | 0.008% | |
| 8/7/2025 | PFG Advisors | 38,217 | $1.77M | 0.1% | +36.8% | 0.042% | |
| 8/6/2025 | Prospera Financial Services Inc | 155,143 | $7.19M | 0.1% | +1.0% | 0.169% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 3,316 | $154K | 0.1% | -91.5% | 0.004% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,096,120 | $50.77M | 0.7% | +49.2% | 1.196% | |
| 8/6/2025 | Longview Financial Advisors LLC | 454,947 | $21.07M | 13.2% | +0.9% | 0.496% | |
| 8/6/2025 | Savant Capital LLC | 3,210,220 | $148.70M | 0.9% | +28.5% | 3.503% | |
| 8/6/2025 | Modera Wealth Management LLC | 48,110 | $2.23M | 0.0% | +1.0% | 0.052% | |
| 8/6/2025 | Paladin Advisory Group LLC | 77,072 | $3.57M | 2.7% | -1.3% | 0.084% | |
| 8/6/2025 | Stone House Investment Management LLC | 6,318 | $293K | 0.1% | +1,108.0% | 0.007% | |
| 8/6/2025 | Blue Investment Partners LLC | 222,272 | $10.30M | 3.6% | +32.8% | 0.243% | |
| 8/6/2025 | Convergence Financial LLC | 14,270 | $661K | 0.1% | +6.3% | 0.016% | |
| 8/5/2025 | Beckerman Institutional LLC | 50,404 | $2.34M | 1.6% | +9.7% | 0.055% | |
| 8/5/2025 | Bank of Montreal Can | 8,218 | $381K | 0.0% | +5.7% | 0.009% | |
| 8/5/2025 | Sigma Planning Corp | 51,600 | $2.39M | 0.1% | +40.0% | 0.056% | |
| 8/5/2025 | EPG Wealth Management LLC | 48,625 | $2.25M | 0.7% | +1.8% | 0.053% | |
| 8/5/2025 | 5T Wealth LLC | 32,523 | $1.51M | 0.7% | -20.7% | 0.035% | |
| 8/4/2025 | Syverson Strege & Co | 98,696 | $4.57M | 1.1% | +6.8% | 0.108% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 123,756 | $5.73M | 1.5% | +427.9% | 0.135% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,988 | $926K | 0.1% | N/A | 0.022% | |
| 8/4/2025 | Hicks Capital Management LLC | 11,503 | $533K | 0.8% | N/A | 0.013% | |
| 8/4/2025 | Kovack Advisors Inc. | 34,204 | $1.58M | 0.2% | -7.8% | 0.037% | |
| 8/4/2025 | Savvy Advisors Inc. | 157,552 | $7.30M | 0.5% | N/A | 0.172% | |
| 8/4/2025 | Arkadios Wealth Advisors | 54,936 | $2.55M | 0.1% | +14.9% | 0.060% | |
| 8/4/2025 | World Investment Advisors | 18,486 | $856K | 0.0% | -14.2% | 0.020% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 230,805 | $10.69M | 0.4% | -23.9% | 0.252% | |
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| 8/4/2025 | Waterfront Wealth Inc. | 15,850 | $734K | 0.2% | -6.8% | 0.017% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 68,532 | $3.17M | 2.6% | +314.7% | 0.075% | |
| 8/1/2025 | GWN Securities Inc. | 4,363 | $202K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Brookwood Investment Group LLC | 9,808 | $454K | 0.1% | -38.3% | 0.011% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 120,634 | $5.59M | 1.5% | +16.1% | 0.132% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,598,821 | $74.06M | 0.0% | +83.4% | 1.744% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 332,128 | $15.38M | 2.3% | +39.9% | 0.362% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,527 | $256K | 0.0% | N/A | 0.006% | |
| 7/31/2025 | MN Wealth Advisors LLC | 62,820 | $2.91M | 1.7% | -23.7% | 0.069% | |
| 7/31/2025 | West Michigan Advisors LLC | 17,889 | $829K | 0.2% | +53.0% | 0.020% | |
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