| 8/27/2025 | Orion Porfolio Solutions LLC | 26,804 | $1.38M | 0.0% | N/A | 0.034% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 26,897 | $1.38M | 0.3% | +0.9% | 0.034% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 31,365 | $1.61M | 0.4% | N/A | 0.040% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 26,804 | $1.38M | 0.0% | N/A | 0.034% | |
| 8/15/2025 | MML Investors Services LLC | 83,263 | $4.28M | 0.0% | +78.1% | 0.106% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 20,961 | $1.08M | 0.0% | +147.6% | 0.027% | |
| 8/15/2025 | Bank of America Corp DE | 5,219,399 | $268.54M | 0.0% | +21.8% | 6.645% | |
| 8/14/2025 | Raymond James Financial Inc. | 843,900 | $43.42M | 0.0% | +30.9% | 1.074% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 44,483 | $2.29M | 0.2% | -15.9% | 0.057% | |
| 8/14/2025 | NewEdge Advisors LLC | 20,568 | $1.06M | 0.0% | +230.5% | 0.026% | |
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| 8/13/2025 | Saiph Capital LLC | 4,863 | $250K | 0.1% | -25.7% | 0.006% | |
| 8/13/2025 | Great Diamond Partners LLC | 36,346 | $1.87M | 0.4% | N/A | 0.046% | |
| 8/13/2025 | Baird Financial Group Inc. | 18,797 | $967K | 0.0% | N/A | 0.024% | |
| 8/13/2025 | Raab & Moskowitz Asset Management LLC | 20,131 | $1.04M | 0.2% | +21.9% | 0.026% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 294,821 | $15.17M | 0.7% | +19.9% | 0.375% | |
| 8/13/2025 | Virtus Fixed Income Advisers LLC | 22,155 | $1.14M | 1.0% | N/A | 0.028% | |
| 8/13/2025 | Denver Wealth Management Inc. | 33,499 | $1.72M | 0.7% | N/A | 0.043% | |
| 8/13/2025 | Quadrature Capital Ltd | 113,883 | $5.86M | 0.1% | +561.7% | 0.145% | |
| 8/13/2025 | Level Four Advisory Services LLC | 107,286 | $5.52M | 0.2% | N/A | 0.137% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 3,997 | $206K | 0.0% | N/A | 0.005% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 27,864 | $1.43M | 0.0% | +103.9% | 0.035% | |
| 8/12/2025 | Financial Advocates Investment Management | 13,393 | $689K | 0.1% | -20.5% | 0.017% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 189,436 | $9.75M | 0.1% | +236.0% | 0.241% | |
| 8/12/2025 | Prudential Financial Inc. | 20,667,923 | $1.06B | 1.4% | +2.3% | 26.312% | |
| 8/12/2025 | JPMorgan Chase & Co. | 733,258 | $37.73M | 0.0% | -38.8% | 0.933% | |
| 8/11/2025 | Alteri Wealth LLC | 7,861 | $404K | 0.2% | +23.7% | 0.010% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 784,825 | $40.38M | 0.1% | -3.2% | 1.031% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 96,658 | $4.97M | 0.1% | -22.4% | 0.127% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 217,716 | $11.20M | 0.1% | +5.7% | 0.286% | |
| 8/8/2025 | Creative Planning | 4,234 | $218K | 0.0% | N/A | 0.006% | |
| 8/8/2025 | Cooper Capital Advisors LLC | 157,730 | $8.12M | 7.8% | -2.3% | 0.207% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 689,582 | $35.48M | 0.0% | +632.3% | 0.906% | |
| 8/7/2025 | Nwam LLC | 11,223 | $578K | 0.0% | +15.4% | 0.015% | |
| 8/6/2025 | Prospera Financial Services Inc | 56,457 | $2.91M | 0.1% | -9.2% | 0.074% | |
| 8/6/2025 | Middleton & Co. Inc. MA | 84,010 | $4.32M | 0.5% | +2.3% | 0.110% | |
| 8/6/2025 | Golden State Wealth Management LLC | 10,917 | $562K | 0.1% | +13.1% | 0.014% | |
| 8/6/2025 | Able Wealth Management LLC | 8,232 | $424K | 0.2% | N/A | 0.011% | |
| 8/5/2025 | Atlas Wealth LLC | 111,315 | $5.70M | 2.1% | +9.3% | 0.146% | |
| 8/5/2025 | Optivise Advisory Services LLC | 13,301 | $684K | 0.3% | +5.2% | 0.017% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 4,498 | $231K | 0.0% | N/A | 0.006% | |
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| 8/5/2025 | Westside Investment Management Inc. | 10,175 | $524K | 0.1% | N/A | 0.013% | |
| 8/5/2025 | Everest Management Corp. | 11,622 | $598K | 0.4% | -6.7% | 0.015% | |
| 8/4/2025 | Integrity Alliance LLC. | 9,240 | $475K | 0.0% | N/A | 0.012% | |
| 8/4/2025 | Atria Investments Inc | 33,339 | $1.72M | 0.0% | -62.0% | 0.044% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 99,772 | $5.13M | 0.2% | -67.6% | 0.131% | |
| 8/4/2025 | WNY Asset Management LLC | 7,521 | $387K | 0.0% | N/A | 0.010% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 19,407 | $998K | 0.2% | N/A | 0.025% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 276,625 | $14.23M | 0.0% | -7.7% | 0.363% | |
| 7/31/2025 | Hartford Financial Management Inc. | 184,454 | $9.49M | 2.6% | +6.0% | 0.242% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 41,887 | $2.16M | 0.2% | +2.5% | 0.055% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 28,223 | $1.45M | 0.0% | +5.5% | 0.037% | |
| 7/29/2025 | Private Trust Co. NA | 6,446 | $332K | 0.0% | +28.9% | 0.008% | |
| 7/28/2025 | WealthPLAN Partners LLC | 178,769 | $9.20M | 1.5% | +141.1% | 0.235% | |
| 7/28/2025 | Toews Corp ADV | 146,527 | $7.54M | 1.1% | N/A | 0.192% | |
| 7/28/2025 | Triton Wealth Management PLLC | 86,855 | $4.47M | 1.9% | N/A | 0.114% | |
| 7/28/2025 | Harbour Investments Inc. | 19,503 | $1.00M | 0.0% | -9.1% | 0.026% | |
| 7/28/2025 | J.Safra Asset Management Corp | 897 | $46K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 15,610 | $803K | 0.7% | -32.1% | 0.021% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 9,254 | $476K | 0.0% | -33.7% | 0.012% | |
| 7/25/2025 | MGO One Seven LLC | 81,391 | $4.19M | 0.1% | +4.8% | 0.107% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 80,313 | $4.13M | 0.1% | -79.7% | 0.106% | |
| 7/24/2025 | Blue Trust Inc. | 6,046 | $311K | 0.0% | +91.5% | 0.008% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 3,917 | $202K | 0.1% | N/A | 0.005% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 6,778 | $349K | 0.2% | +38.7% | 0.009% | |
| 7/24/2025 | IFP Advisors Inc | 196,676 | $10.12M | 0.3% | -20.3% | 0.258% | |
| 7/24/2025 | MSH Capital Advisors LLC | 5,563 | $286K | 0.1% | -22.3% | 0.007% | |
| 7/23/2025 | Country Club Bank | 158,582 | $8.16M | 0.5% | -0.2% | 0.208% | |
| 7/23/2025 | Mraz Amerine & Associates Inc. | 27,178 | $1.40M | 0.2% | +271.0% | 0.036% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 24,500 | $1.26M | 0.0% | +9.1% | 0.032% | |
| 7/22/2025 | DAVENPORT & Co LLC | 13,771 | $709K | 0.0% | +92.6% | 0.018% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 185,436 | $9.54M | 0.5% | -63.2% | 0.244% | |
| 7/18/2025 | Cooper Financial Group | 9,001 | $463K | 0.1% | +2.3% | 0.012% | |
| 7/18/2025 | Truist Financial Corp | 155,613 | $8.01M | 0.0% | +2.5% | 0.204% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 53,336 | $2.74M | 0.0% | +71.6% | 0.076% | |
| 7/17/2025 | KWB Wealth | 51,770 | $2.66M | 0.3% | +28.1% | 0.073% | |
| 7/16/2025 | Register Financial Advisors LLC | 1,500 | $77K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Essex Financial Services Inc. | 78,736 | $4.05M | 0.3% | +75.6% | 0.112% | |
| 7/15/2025 | Regatta Capital Group LLC | 5,459 | $281K | 0.0% | N/A | 0.008% | |
| 7/15/2025 | Norden Group LLC | 1,284,302 | $66.08M | 7.2% | -22.4% | 1.822% | |
| 7/15/2025 | Sheets Smith Wealth Management | 10,789 | $555K | 0.1% | +26.3% | 0.015% | |
| 7/14/2025 | AdvisorNet Financial Inc | 21,925 | $1.13M | 0.1% | N/A | 0.031% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 163,744 | $8.43M | 0.2% | +2.7% | 0.233% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,428 | $73K | 0.0% | +81.2% | 0.002% | |
| 7/10/2025 | Worth Asset Management LLC | 20,377 | $1.05M | 0.5% | -2.2% | 0.029% | |
| 7/10/2025 | Community Trust & Investment Co. | 194,741 | $10.02M | 0.6% | -0.8% | 0.278% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 322,421 | $16.54M | 0.0% | +22.2% | 0.461% | |
| 7/10/2025 | Secure Asset Management LLC | 5,393 | $277K | 0.1% | N/A | 0.008% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 106,608 | $5.49M | 0.4% | +894.1% | 0.152% | |
| 7/9/2025 | Breakwater Capital Group | 13,537 | $696K | 0.1% | N/A | 0.019% | |
| 7/9/2025 | Fiduciary Alliance LLC | 15,673 | $806K | 0.1% | N/A | 0.022% | |
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| 7/7/2025 | Insight Wealth Strategies LLC | 18,406 | $943K | 0.1% | -11.5% | 0.027% | |
| 7/3/2025 | Collective Family Office LLC | 25,728 | $1.32M | 0.3% | +60.2% | 0.038% | |
| 5/28/2025 | Jones Financial Companies Lllp | 995,431 | $51.03M | 0.0% | +122.4% | 1.545% | |
| 5/28/2025 | Addison Capital Co | 14,096 | $723K | 0.3% | N/A | 0.022% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 16,519 | $848K | 0.2% | N/A | 0.027% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,224 | $319K | 0.0% | +71.4% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 56,054 | $2.88M | 0.0% | -38.5% | 0.091% | |
| 5/15/2025 | MAI Capital Management | 10,273 | $527K | 0.0% | +17.8% | 0.017% | |
| 5/15/2025 | OLD Mission Capital LLC | 5,582 | $286K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | Comerica Bank | 3,653 | $187K | 0.0% | +458.6% | 0.006% | |
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