| 8/18/2025 | Cornerstone Financial Group LLC NE | 42,166 | $2.02M | 1.7% | +4.5% | 0.123% | |
| 8/15/2025 | High Falls Advisors Inc | 18,476 | $884K | 0.2% | -17.7% | 0.054% | |
| 8/15/2025 | Corient Private Wealth LLC | 5,469 | $262K | 0.0% | N/A | 0.016% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 124,132 | $5.94M | 0.0% | +468.0% | 0.361% | |
| 8/15/2025 | MML Investors Services LLC | 203,386 | $9.73M | 0.0% | +7.0% | 0.592% | |
| 8/15/2025 | Monograph Wealth Advisors LLC | 10,490 | $502K | 0.1% | N/A | 0.031% | |
| 8/15/2025 | Bank of America Corp DE | 1,694,899 | $81.08M | 0.0% | -1.3% | 4.934% | |
| 8/15/2025 | Ameriprise Financial Inc. | 412,430 | $19.73M | 0.0% | +36.6% | 1.201% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 18,099 | $866K | 0.1% | +4.2% | 0.053% | |
| 8/14/2025 | Raymond James Financial Inc. | 350,780 | $16.78M | 0.0% | -1.7% | 1.021% | |
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| 8/14/2025 | NewEdge Advisors LLC | 26,717 | $1.28M | 0.0% | +17.5% | 0.078% | |
| 8/14/2025 | ESL Trust Services LLC | 35,108 | $1.68M | 0.3% | -1.8% | 0.102% | |
| 8/13/2025 | Flow Traders U.S. LLC | 46,636 | $2.23M | 0.1% | N/A | 0.136% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 4,604 | $220K | 0.0% | -9.9% | 0.013% | |
| 8/13/2025 | Dynamic Wealth Strategies LLC | 27,705 | $1.33M | 1.0% | +29.2% | 0.081% | |
| 8/13/2025 | Guggenheim Capital LLC | 17,058 | $816K | 0.0% | +122.8% | 0.050% | |
| 8/13/2025 | Leuthold Group LLC | 16,882 | $808K | 0.1% | +207.8% | 0.049% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 29,928 | $1.43M | 0.0% | +59.1% | 0.087% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 1,454 | $70K | 0.0% | N/A | 0.004% | |
| 8/12/2025 | CreativeOne Wealth LLC | 110,591 | $5.29M | 0.1% | +5.4% | 0.322% | |
| 8/12/2025 | Maripau Wealth Management LLC | 5,703 | $273K | 0.1% | -42.8% | 0.017% | |
| 8/12/2025 | AlphaCore Capital LLC | 575 | $28K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | MAI Capital Management | 932,200 | $44.60M | 0.3% | +6.1% | 2.714% | |
| 8/12/2025 | JPMorgan Chase & Co. | 385,063 | $18.42M | 0.0% | +13.0% | 1.121% | |
| 8/12/2025 | Prudential PLC | 16,995 | $813K | 0.0% | -25.0% | 0.049% | |
| 8/11/2025 | Synergy Investment Management LLC | 8,219 | $393K | 0.2% | -11.8% | 0.024% | |
| 8/11/2025 | Midwest Professional Planners LTD. | 70,942 | $3.39M | 0.9% | N/A | 0.207% | |
| 8/11/2025 | Y.D. More Investments Ltd | 1,582 | $75K | 0.0% | +65.7% | 0.005% | |
| 8/8/2025 | Cetera Investment Advisers | 672,221 | $32.16M | 0.1% | +6.1% | 1.957% | |
| 8/8/2025 | Creative Planning | 158,012 | $7.56M | 0.0% | -3.4% | 0.460% | |
| 8/8/2025 | Security Financial Services INC. | 6,653 | $318K | 0.1% | +21.5% | 0.019% | |
| 8/8/2025 | Wrapmanager Inc. | 96,705 | $4.63M | 1.1% | +12.6% | 0.282% | |
| 8/8/2025 | Bailard Inc. | 10,480 | $501K | 0.0% | -63.2% | 0.031% | |
| 8/7/2025 | Summit X LLC | 22,250 | $1.06M | 0.2% | +4.6% | 0.065% | |
| 8/7/2025 | Fonville Wealth Management LLC | 179,166 | $8.57M | 2.2% | +1.6% | 0.522% | |
| 8/7/2025 | LFA Lugano Financial Advisors SA | 39,595 | $1.88M | 1.1% | -51.6% | 0.115% | |
| 8/6/2025 | AE Wealth Management LLC | 47,807 | $2.29M | 0.0% | +7.0% | 0.139% | |
| 8/6/2025 | Quadrant Private Wealth Management LLC | 57,366 | $2.74M | 0.6% | +9.5% | 0.167% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 702,586 | $33.61M | 0.5% | +73.7% | 2.045% | |
| 8/6/2025 | Climber Capital SA | 119,284 | $5.71M | 3.4% | +7.8% | 0.347% | |
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| 8/6/2025 | First Horizon Advisors Inc. | 1,961 | $94K | 0.0% | -21.7% | 0.006% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 5,088 | $243K | 0.1% | N/A | 0.015% | |
| 8/4/2025 | IFG Advisory LLC | 6,721 | $322K | 0.0% | +39.0% | 0.020% | |
| 8/4/2025 | Assetmark Inc. | 409,431 | $19.59M | 0.0% | -72.2% | 1.192% | |
| 8/4/2025 | World Investment Advisors | 11,146 | $533K | 0.0% | -41.6% | 0.032% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 254,045 | $12.15M | 0.1% | +1.3% | 0.740% | |
| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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