| 5/28/2025 | Turn8 Private Wealth Inc. | 46,299 | $5.04M | 3.9% | +14.0% | 0.017% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 8,485 | $922K | 0.3% | -12.2% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,202 | $673K | 0.0% | +16.6% | 0.002% | |
| 5/16/2025 | Jones Financial Companies Lllp | 45,960 | $5.00M | 0.0% | +50.5% | 0.017% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,616 | $3.76M | 0.0% | -46.0% | 0.013% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 22,141 | $2.41M | 0.0% | -10.6% | 0.008% | |
| 5/15/2025 | Titleist Asset Management LLC | 6,660 | $724K | 0.1% | -6.4% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 179,814 | $19.54M | 0.0% | +32.7% | 0.067% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 2,674 | $291K | 0.2% | -33.6% | 0.001% | |
| 5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 9,150 | $995K | 0.0% | N/A | 0.003% | |
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| 5/14/2025 | RPg Family Wealth Advisory LLC | 3,079 | $335K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | MetLife Investment Management LLC | 953,260 | $103.61M | 0.6% | +2,442.0% | 0.354% | |
| 5/14/2025 | Ameriprise Financial Inc. | 6,859,875 | $744.61M | 0.2% | +51.7% | 2.547% | |
| 5/14/2025 | Summit Financial LLC | 68,115 | $7.40M | 0.2% | +7.4% | 0.025% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 226,208 | $24.65M | 0.2% | -4.4% | 0.084% | |
| 5/13/2025 | Keystone Global Partners LLC | 51,078 | $5.55M | 3.9% | N/A | 0.019% | |
| 5/13/2025 | Horizon Investments LLC | 27,821 | $3M | 0.1% | -7.1% | 0.010% | |
| 5/13/2025 | Anfield Capital Management LLC | 79,432 | $8.63M | 3.2% | +6.6% | 0.029% | |
| 5/12/2025 | Operose Advisors LLC | 1,129 | $123K | 0.0% | +584.2% | 0.000% | |
| 5/9/2025 | Renasant Bank | 3,384 | $368K | 0.2% | -3.2% | 0.001% | |
| 5/9/2025 | iA Global Asset Management Inc. | 661,200 | $71.87M | 1.2% | +8.2% | 0.242% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 352 | $38K | 0.0% | -28.3% | 0.000% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 31,075 | $3.38M | 0.1% | -4.0% | 0.011% | |
| 5/9/2025 | Cheviot Value Management LLC | 243,593 | $26.01M | 3.2% | N/A | 0.089% | |
| 5/8/2025 | Wealthquest Corp | 49,677 | $5.40M | 0.2% | N/A | 0.018% | |
| 5/8/2025 | Arkadios Wealth Advisors | 4,600 | $500K | 0.0% | +77.4% | 0.002% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,056 | $441K | 0.4% | N/A | 0.001% | |
| 5/7/2025 | NYL Investors LLC | 7,794,361 | $847.17M | 54.3% | +442.2% | 2.850% | |
| 5/7/2025 | Alteri Wealth LLC | 8,886 | $966K | 0.4% | +318.2% | 0.003% | |
| 5/7/2025 | Nvwm LLC | 60,827 | $6.61M | 1.8% | +4.3% | 0.022% | |
| 5/6/2025 | Dorsey Wright & Associates | 4,289 | $466K | 0.1% | -15.8% | 0.002% | |
| 5/6/2025 | Winthrop Capital Management LLC | 97,539 | $10.60M | 2.9% | +4.4% | 0.036% | |
| 5/6/2025 | Wedbush Securities Inc. | 15,523 | $1.69M | 0.1% | -2.3% | 0.006% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 5,782 | $628K | 0.0% | -16.2% | 0.002% | |
| 5/5/2025 | Hollencrest Capital Management | 11,003 | $1.20M | 0.1% | -8.4% | 0.004% | |
| 5/2/2025 | Graypoint LLC | 41,215 | $4.48M | 0.3% | -6.5% | 0.015% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 2,404 | $261K | 0.0% | +8.2% | 0.001% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 36,631 | $3.98M | 0.1% | +8.3% | 0.013% | |
| 5/2/2025 | Bogart Wealth LLC | 503 | $55K | 0.0% | +102.8% | 0.000% | |
| 5/1/2025 | Fifth Third Securities Inc. | 46,099 | $5.01M | 0.4% | -7.3% | 0.017% | |
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| 4/30/2025 | Sierra Capital LLC | 4,803 | $522K | 0.1% | -11.9% | 0.002% | |
| 4/29/2025 | Centennial Bank AR | 314 | $34K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | TD Private Client Wealth LLC | 197,568 | $21.47M | 0.6% | +7.0% | 0.072% | |
| 4/29/2025 | Tradewinds LLC. | 2,355 | $256K | 0.1% | -8.1% | 0.001% | |
| 4/29/2025 | Wheelhouse Advisory Group LLC | 1,945 | $211K | 0.1% | -15.4% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,290,878 | $140.31M | 0.0% | +469.8% | 0.472% | |
| 4/29/2025 | Wayfinding Financial LLC | 70,831 | $7.70M | 3.4% | +2.0% | 0.026% | |
| 4/29/2025 | Eukles Asset Management | 27,724 | $3.01M | 1.3% | +1.2% | 0.010% | |
| 4/29/2025 | Strategic Blueprint LLC | 8,238 | $895K | 0.0% | +2.1% | 0.003% | |
| 4/29/2025 | Wedgewood Investors Inc. PA | 1,848 | $201K | 0.2% | N/A | 0.001% | |
| 4/28/2025 | First Horizon Advisors Inc. | 1,841 | $200K | 0.0% | -25.5% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 9,725 | $1.06M | 0.1% | +10.8% | 0.004% | |
| 4/28/2025 | Money Design Co. Ltd. | 1,469,401 | $159.71M | 8.0% | -0.1% | 0.537% | |
| 4/25/2025 | J.Safra Asset Management Corp | 22,869 | $2.49M | 0.2% | -49.0% | 0.008% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,554 | $169K | 0.0% | -21.5% | 0.001% | |
| 4/24/2025 | Sunbelt Securities Inc. | 15,094 | $1.64M | 0.1% | +11.9% | 0.006% | |
| 4/24/2025 | Tsfg LLC | 966 | $105K | 0.0% | -13.2% | 0.000% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 3,606 | $392K | 0.0% | -2.8% | 0.001% | |
| 4/24/2025 | Park Place Capital Corp | 4,452 | $484K | 0.1% | -7.7% | 0.002% | |
| 4/23/2025 | Western Wealth Management LLC | 4,332 | $471K | 0.0% | +2.4% | 0.002% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 5,846 | $635K | 0.1% | +7.0% | 0.002% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 1,360 | $148K | 0.0% | -16.1% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,108 | $338K | 0.0% | +57.0% | 0.001% | |
| 4/23/2025 | Wealthquest Corp | 49,677 | $5.40M | 0.5% | N/A | 0.018% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 200,353 | $21.78M | 0.1% | -0.4% | 0.073% | |
| 4/22/2025 | Crews Bank & Trust | 27,156 | $2.95M | 0.5% | +1.3% | 0.010% | |
| 4/22/2025 | Innealta Capital LLC | 8,998 | $978K | 0.5% | -76.6% | 0.003% | |
| 4/21/2025 | HCR Wealth Advisors | 4,924 | $535K | 0.1% | -2.3% | 0.002% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 76,814 | $8.35M | 1.0% | +8.5% | 0.028% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 27,122 | $2.95M | 0.1% | +121.7% | 0.010% | |
| 4/17/2025 | Copia Wealth Management | 17,478 | $1.90M | 1.8% | +4.0% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 62,414 | $6.78M | 0.0% | -7.4% | 0.022% | |
| 4/16/2025 | Palouse Capital Management Inc. | 4,180 | $454K | 0.3% | -7.7% | 0.001% | |
| 4/15/2025 | USA Financial Formulas | 308,139 | $33.49M | 5.5% | -22.5% | 0.110% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 2,218 | $241K | 0.0% | N/A | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 25,411 | $2.76M | 0.1% | +87.4% | 0.009% | |
| 4/14/2025 | City Holding Co. | 1,897 | $206K | 0.0% | -7.6% | 0.001% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,351 | $582K | 0.1% | +31.4% | 0.002% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 2,600 | $283K | 0.0% | +19.5% | 0.001% | |
| 4/9/2025 | NBC Securities Inc. | 33,852 | $3.68M | 0.3% | +96,620.0% | 0.012% | |
| 4/9/2025 | Worth Asset Management LLC | 3,670 | $399K | 0.2% | N/A | 0.001% | |
| 4/8/2025 | Peoples Bank KS | 865 | $94K | 0.1% | -53.6% | 0.000% | |
| 4/8/2025 | Burns J W & Co. Inc. NY | 42,123 | $4.58M | 0.6% | +14.6% | 0.015% | |
| 4/8/2025 | Parallel Advisors LLC | 5,595 | $608K | 0.0% | -21.2% | 0.002% | |
| 4/7/2025 | GAMMA Investing LLC | 10,869 | $1.18M | 0.0% | +9,033.6% | 0.004% | |
| 4/7/2025 | AdvisorNet Financial Inc | 589 | $64K | 0.0% | +49.5% | 0.000% | |
| 4/1/2025 | Modus Advisors LLC | 57,464 | $6.25M | 2.0% | -1.3% | 0.021% | |
| 3/6/2025 | Copia Wealth Management | 16,809 | $1.80M | 1.7% | N/A | 0.006% | |
| 2/28/2025 | Park Square Financial Group LLC | 855 | $91K | 0.1% | N/A | 0.000% | |
| 2/26/2025 | Virtue Capital Management LLC | 6,138 | $656K | 0.1% | +5.2% | 0.002% | |
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| 2/24/2025 | Ameriflex Group Inc. | 3,313 | $356K | 0.2% | N/A | 0.001% | |
| 2/22/2025 | American Trust | 2,232 | $238K | 0.0% | N/A | 0.001% | |
| 2/18/2025 | Sunbelt Securities Inc. | 13,485 | $1.44M | 0.1% | -23.9% | 0.005% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 4,670 | $499K | 0.3% | N/A | 0.002% | |
| 2/18/2025 | City National Bank of Florida MSD | 3,898 | $416K | 0.4% | N/A | 0.001% | |
| 2/18/2025 | Pinkerton Retirement Specialists LLC | 79,827 | $8.53M | 1.2% | -0.1% | 0.028% | |
| 2/18/2025 | 10Elms LLP | 6,251 | $668K | 0.7% | N/A | 0.002% | |
| 2/18/2025 | Continuum Advisory LLC | 1,832 | $196K | 0.0% | -5.9% | 0.001% | |
| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 4,029 | $431K | 0.3% | -14.4% | 0.001% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 157,356 | $16.93M | 1.4% | +0.3% | 0.055% | |
