| 8/1/2025 | Petra Financial Advisors Inc. | 55,288 | $2.65M | 1.7% | +1.2% | 0.161% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,251,409 | $107.71M | 0.0% | +6.4% | 6.554% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 94,348 | $4.51M | 0.1% | -2.9% | 0.275% | |
| 7/30/2025 | Parcion Private Wealth LLC | 323,255 | $15.47M | 0.8% | +4.4% | 0.941% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 79,024 | $3.78M | 1.5% | -6.7% | 0.230% | |
| 7/29/2025 | Private Trust Co. NA | 1,741 | $83K | 0.0% | -35.5% | 0.005% | |
| 7/28/2025 | Cushing Capital Partners LLC | 15,780 | $755K | 0.6% | -43.2% | 0.046% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 27,581 | $1.32M | 0.0% | -57.8% | 0.080% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 298,880 | $14.30M | 0.1% | +20.6% | 0.870% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 60,147 | $2.88M | 0.0% | +29.2% | 0.175% | |
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| 7/24/2025 | Eastern Bank | 13,830 | $662K | 0.0% | -59.6% | 0.040% | |
| 7/24/2025 | JB Capital LLC | 94,447 | $4.52M | 0.2% | +22.6% | 0.275% | |
| 7/23/2025 | Dohj LLC | 71,607 | $3.35M | 0.9% | +423.3% | 0.208% | |
| 7/23/2025 | Detalus Advisors LLC | 13,079 | $626K | 0.2% | +68.7% | 0.038% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 20,252 | $969K | 0.8% | -4.3% | 0.059% | |
| 7/23/2025 | Meitav Investment House Ltd. | 11,785 | $563K | 0.0% | -15.7% | 0.034% | |
| 7/23/2025 | Heck Capital Advisors LLC | 114,431 | $5.47M | 0.5% | +6.2% | 0.333% | |
| 7/22/2025 | Simplicity Wealth LLC | 38,350 | $1.84M | 0.1% | +167.1% | 0.112% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 10,733 | $513K | 0.0% | -53.8% | 0.031% | |
| 7/21/2025 | Triad Wealth Partners LLC | 55,185 | $2.64M | 0.5% | +26.7% | 0.161% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 58,380 | $2.79M | 0.0% | +17.2% | 0.170% | |
| 7/18/2025 | RKL Wealth Management LLC | 43,426 | $2.08M | 0.2% | -55.8% | 0.126% | |
| 7/18/2025 | SigFig Wealth Management LLC | 13,997 | $667K | 0.0% | +3.3% | 0.041% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 6,026 | $288K | 0.4% | +5.1% | 0.018% | |
| 7/17/2025 | Kelly Financial Services LLC | 231,058 | $11.05M | 3.3% | +7.4% | 0.674% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 81,381 | $3.89M | 0.7% | +26.6% | 0.237% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 12,842 | $614K | 0.0% | -2.5% | 0.037% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 143,928 | $6.89M | 2.3% | +2.9% | 0.420% | |
| 7/16/2025 | Fortune Financial Advisors LLC | 4,926 | $236K | 0.2% | -5.6% | 0.014% | |
| 7/15/2025 | Signet Financial Management LLC | 27,140 | $1.30M | 0.2% | +17.3% | 0.079% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 6,193 | $296K | 0.3% | -3.5% | 0.018% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 132,598 | $6.34M | 1.2% | -24.7% | 0.387% | |
| 7/14/2025 | Park Avenue Securities LLC | 111,472 | $5.33M | 0.0% | +4.4% | 0.325% | |
| 7/11/2025 | Annex Advisory Services LLC | 7,959 | $381K | 0.0% | -70.1% | 0.023% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 168,866 | $8.08M | 3.7% | +1.7% | 0.494% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 20,822 | $996K | 0.4% | +2.3% | 0.061% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 80,107 | $3.81M | 0.1% | +0.4% | 0.234% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 8,453 | $404K | 0.0% | -43.1% | 0.025% | |
| 7/9/2025 | Beacon Financial Group | 36,078 | $1.73M | 0.2% | -5.1% | 0.105% | |
| 7/7/2025 | RDA Financial Network | 4,453 | $213K | 0.1% | N/A | 0.013% | |
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| 6/3/2025 | Invst LLC | 34,722 | $1.65M | 0.2% | +64.6% | 0.099% | |
| 5/19/2025 | Jane Street Group LLC | 21,650 | $1.03M | 0.0% | -70.9% | 0.062% | |
| 5/16/2025 | Ascent Group LLC | 13,082 | $622K | 0.0% | N/A | 0.037% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 302,056 | $14.36M | 0.0% | N/A | 0.892% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,813 | $134K | 0.0% | -66.1% | 0.008% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 803 | $38K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 22,735 | $1.08M | 0.0% | +111.5% | 0.065% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 118,935 | $5.65M | 0.1% | -17.3% | 0.338% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 6,060 | $288K | 0.2% | N/A | 0.017% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 97,184 | $4.62M | 0.1% | +28.7% | 0.276% | |
| 5/15/2025 | Royal Bank of Canada | 182,872 | $8.69M | 0.0% | -1.0% | 0.520% | |
| 5/15/2025 | MAI Capital Management | 878,221 | $41.74M | 0.3% | +5.6% | 2.495% | |
| 5/15/2025 | OLD Mission Capital LLC | 9,898 | $470K | 0.0% | N/A | 0.028% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 21,447 | $1.02M | 0.3% | N/A | 0.061% | |
| 5/15/2025 | Hanover Advisors Inc. | 35,277 | $1.68M | 0.7% | -3.7% | 0.100% | |
| 5/14/2025 | Triad Wealth Partners LLC | 43,553 | $2.07M | 0.6% | +174.8% | 0.124% | |
| 5/14/2025 | CreativeOne Wealth LLC | 104,915 | $4.99M | 0.1% | +53.7% | 0.298% | |
| 5/14/2025 | Comerica Bank | 3,991 | $190K | 0.0% | +56.5% | 0.011% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,810 | $894K | 0.0% | +1.3% | 0.053% | |
| 5/14/2025 | Compound Planning Inc. | 23,280 | $1.11M | 0.1% | -20.3% | 0.066% | |
| 5/13/2025 | Cambiar Investors LLC | 16,408 | $780K | 0.0% | +20.9% | 0.047% | |
| 5/13/2025 | Raymond James Financial Inc. | 356,867 | $16.96M | 0.0% | -20.7% | 1.014% | |
| 5/13/2025 | High Falls Advisors Inc | 22,439 | $1.07M | 0.3% | +17.7% | 0.064% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 404,420 | $19.22M | 0.5% | +0.1% | 1.162% | |
| 5/13/2025 | Heck Capital Advisors LLC | 107,710 | $5.12M | 0.6% | -25.1% | 0.310% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 21,447 | $1.02M | 0.8% | N/A | 0.062% | |
| 5/13/2025 | Prudential PLC | 22,645 | $1.08M | 0.0% | -3.7% | 0.065% | |
| 5/13/2025 | HighTower Advisors LLC | 827,593 | $39.34M | 0.1% | +8.0% | 2.378% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 57,473 | $2.73M | 0.2% | +80.6% | 0.165% | |
| 5/12/2025 | ESL Trust Services LLC | 35,739 | $1.70M | 0.4% | -4.7% | 0.103% | |
| 5/12/2025 | Y.D. More Investments Ltd | 955 | $45K | 0.0% | +52.3% | 0.003% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 65,422 | $3.11M | 0.0% | -34.2% | 0.188% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 608,108 | $28.90M | 0.0% | +40.5% | 1.747% | |
| 5/8/2025 | IFG Advisory LLC | 4,836 | $230K | 0.0% | N/A | 0.014% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 176,027 | $8.37M | 1.7% | -0.7% | 0.506% | |
| 5/8/2025 | Eastern Bank | 34,238 | $1.63M | 0.0% | -35.8% | 0.098% | |
| 5/7/2025 | LPL Financial LLC | 1,670,175 | $79.38M | 0.0% | +10.6% | 4.799% | |
| 5/7/2025 | Security Financial Services INC. | 5,474 | $260K | 0.1% | N/A | 0.016% | |
| 5/6/2025 | Assetmark Inc. | 1,470,783 | $69.91M | 0.2% | +424.7% | 4.226% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 84,688 | $4.03M | 1.9% | +90.2% | 0.243% | |
| 5/6/2025 | Cetera Investment Advisers | 633,796 | $30.12M | 0.1% | +13.1% | 1.821% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 31,248 | $1.49M | 0.0% | +16.4% | 0.090% | |
| 5/6/2025 | AE Wealth Management LLC | 44,670 | $2.12M | 0.0% | +27.0% | 0.128% | |
| 5/6/2025 | Madison Asset Management LLC | 164,426 | $7.82M | 0.1% | -77.1% | 0.472% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 52,389 | $2.49M | 0.6% | +67.3% | 0.151% | |
| 5/6/2025 | Ignite Planners LLC | 4,569 | $215K | 0.0% | N/A | 0.013% | |
| 5/6/2025 | Pacific Wealth Management | 318,748 | $15.15M | 8.3% | +1.2% | 0.916% | |
| 5/5/2025 | West Wealth Group LLC | 7,954 | $378K | 0.1% | +61.2% | 0.023% | |
| 5/5/2025 | IFP Advisors Inc | 1,060 | $50K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | Mowery & Schoenfeld Wealth Management LLC | 1,147 | $55K | 0.1% | N/A | 0.003% | |
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| 5/5/2025 | Csenge Advisory Group | 13,227 | $621K | 0.0% | N/A | 0.038% | |
| 5/5/2025 | Private Advisor Group LLC | 5,732 | $272K | 0.0% | N/A | 0.016% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 250,895 | $11.93M | 0.2% | -0.1% | 0.721% | |
| 5/2/2025 | Bailard Inc. | 28,491 | $1.35M | 0.0% | -93.8% | 0.082% | |
| 5/2/2025 | Summit X LLC | 21,274 | $1.01M | 0.2% | +56.0% | 0.061% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 64,292 | $3.06M | 0.7% | +69.5% | 0.185% | |
| 5/2/2025 | Parcion Private Wealth LLC | 309,567 | $14.71M | 1.2% | +2.7% | 0.890% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 4,613 | $219K | 0.2% | +5.6% | 0.013% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 5,109 | $243K | 0.1% | N/A | 0.015% | |
| 5/1/2025 | Fonville Wealth Management LLC | 176,376 | $8.38M | 2.5% | +5.7% | 0.507% | |
