| 8/8/2025 | Cetera Investment Advisers | 15,699 | $429K | 0.0% | +83.7% | 0.036% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 79,564 | $2.18M | 0.3% | +14.9% | 0.182% | |
| 8/7/2025 | Summit Asset Management LLC | 660,984 | $18.08M | 2.9% | +0.5% | 1.516% | |
| 8/6/2025 | Souders Financial Advisors | 17,174 | $470K | 0.1% | -48.9% | 0.039% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 192,015 | $5.25M | 1.3% | +40.9% | 0.440% | |
| 8/1/2025 | Redwood Park Advisors LLC | 5,773 | $158K | 0.1% | +79.0% | 0.013% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,967 | $409K | 0.0% | +28.4% | 0.034% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 12,016 | $329K | 0.0% | +5.1% | 0.028% | |
| 7/31/2025 | CAP Partners LLC | 36,141 | $988K | 0.6% | +62.1% | 0.083% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 78,679 | $2.15M | 0.1% | -6.2% | 0.180% | |
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| 7/30/2025 | OMC Financial Services LTD | 93,405 | $2.56M | 1.0% | N/A | 0.214% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 38,089 | $1.04M | 0.0% | +3.4% | 0.087% | |
| 7/29/2025 | BXM Wealth LLC | 7,385 | $202K | 0.2% | N/A | 0.017% | |
| 7/28/2025 | Mutual Advisors LLC | 160,971 | $4.44M | 0.1% | +4.9% | 0.369% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 31,238 | $864K | 0.2% | +215.2% | 0.072% | |
| 7/25/2025 | CWM LLC | 964 | $26K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 34,620 | $947K | 0.1% | -12.0% | 0.079% | |
| 7/25/2025 | IRON Financial LLC | 246,270 | $6.74M | 3.5% | +3.1% | 0.565% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 152,959 | $4.18M | 0.1% | +10.0% | 0.351% | |
| 7/23/2025 | First Merchants Corp | 97,014 | $2.65M | 0.1% | -41.2% | 0.223% | |
| 7/22/2025 | D.B. Root & Company LLC | 14,371 | $393K | 0.1% | N/A | 0.033% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 1,086 | $30K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Noble Family Wealth LLC | 79,540 | $2.18M | 0.5% | +1.9% | 0.182% | |
| 7/21/2025 | Keystone Financial Group Inc. | 21,794 | $593K | 0.4% | -27.6% | 0.050% | |
| 7/21/2025 | Asset Advisors Investment Management LLC | 17,446 | $477K | 0.0% | -92.7% | 0.040% | |
| 7/21/2025 | Red Mountain Financial LLC | 109,875 | $3.01M | 3.8% | -13.6% | 0.252% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 12,360 | $338K | 0.0% | +4.2% | 0.028% | |
| 7/17/2025 | Charles Schwab Trust Co | 289,111 | $7.91M | 0.6% | +31.1% | 0.663% | |
| 7/16/2025 | Embree Financial Group | 45,544 | $1.25M | 0.2% | -0.9% | 0.104% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 2,035 | $56K | 0.0% | -52.6% | 0.005% | |
| 7/15/2025 | LeConte Wealth Management LLC | 294,602 | $8.06M | 5.5% | -28.6% | 0.676% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 11,962 | $327K | 0.2% | N/A | 0.027% | |
| 7/14/2025 | Seek First Inc. | 44,365 | $1.21M | 1.0% | +2.7% | 0.102% | |
| 7/11/2025 | Wolfstich Capital LLC | 71,217 | $1.95M | 4.2% | -12.4% | 0.163% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,168 | $32K | 0.0% | N/A | 0.003% | |
| 7/11/2025 | Myecfo LLC | 22,639 | $619K | 0.3% | -6.7% | 0.052% | |
| 7/11/2025 | LongView Wealth Management | 166,623 | $4.56M | 1.4% | +6.3% | 0.382% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 67,506 | $1.86M | 0.0% | +6.2% | 0.155% | |
| 7/10/2025 | Wedmont Private Capital | 39,549 | $1.09M | 0.0% | +3.2% | 0.091% | |
| 7/9/2025 | Breakwater Investment Management | 1,463 | $40K | 0.0% | +37.5% | 0.003% | |
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| 7/9/2025 | Bruce G. Allen Investments LLC | 10,580 | $289K | 0.2% | +13.9% | 0.024% | |
| 7/9/2025 | Fiduciary Alliance LLC | 67,536 | $1.85M | 0.1% | N/A | 0.155% | |
| 7/8/2025 | Parallel Advisors LLC | 15,428 | $422K | 0.0% | +2.9% | 0.036% | |
| 6/2/2025 | Modern Wealth Management LLC | 147,635 | $3.75M | 0.1% | +6.2% | 0.362% | |
| 5/19/2025 | Jane Street Group LLC | 124,027 | $3.15M | 0.0% | -62.7% | 0.325% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 38,651 | $981K | 0.4% | -5.0% | 0.101% | |
| 5/15/2025 | Royal Bank of Canada | 88,377 | $2.24M | 0.0% | +913.5% | 0.231% | |
| 5/15/2025 | MAI Capital Management | 130,292 | $3.31M | 0.0% | -9.3% | 0.341% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 21,019 | $533K | 0.1% | -5.1% | 0.055% | |
| 5/14/2025 | Wolfstich Capital LLC | 64,353 | $1.63M | 0.1% | -20.9% | 0.168% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 5,906 | $150K | 0.0% | -55.6% | 0.015% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 100,514 | $2.55M | 0.0% | +8.7% | 0.263% | |
| 5/14/2025 | Flow Traders U.S. LLC | 101,985 | $2.59M | 0.1% | N/A | 0.267% | |
| 5/14/2025 | Asset Management Group Inc. | 8,139 | $207K | 0.0% | N/A | 0.021% | |
| 5/14/2025 | Tradition Wealth Management LLC | 13,664 | $347K | 0.0% | +7.8% | 0.036% | |
| 5/13/2025 | Seek First Inc. | 43,190 | $1.10M | 1.0% | N/A | 0.113% | |
| 5/13/2025 | LeConte Wealth Management LLC | 412,593 | $10.47M | 6.7% | N/A | 1.080% | |
| 5/13/2025 | Cowa LLC | 15,868 | $403K | 0.2% | -53.7% | 0.042% | |
| 5/13/2025 | Cresset Asset Management LLC | 3,173,277 | $80.54M | 0.4% | +68.6% | 8.307% | |
| 5/13/2025 | HighTower Advisors LLC | 483,556 | $12.27M | 0.0% | +1,068.3% | 1.266% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 70,946 | $1.80M | 0.2% | -64.5% | 0.186% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 83,836 | $2.13M | 0.1% | -2.4% | 0.219% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 4,292 | $109K | 0.0% | -86.9% | 0.011% | |
| 5/8/2025 | ProVise Management Group LLC | 31,446 | $798K | 0.1% | -2.8% | 0.086% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 14,620 | $371K | 0.2% | +5.6% | 0.040% | |
| 5/8/2025 | CAP Partners LLC | 22,302 | $566K | 0.4% | -2.5% | 0.061% | |
| 5/7/2025 | LPL Financial LLC | 204,190 | $5.18M | 0.0% | -58.9% | 0.556% | |
| 5/7/2025 | First Heartland Consultants Inc. | 38,922 | $988K | 0.1% | N/A | 0.106% | |
| 5/7/2025 | Keystone Financial Group Inc. | 30,096 | $803K | 0.6% | -26.8% | 0.082% | |
| 5/6/2025 | Assetmark Inc. | 2,961 | $75K | 0.0% | -97.6% | 0.008% | |
| 5/6/2025 | Cetera Investment Advisers | 8,547 | $217K | 0.0% | -95.3% | 0.023% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,340 | $288K | 0.0% | -11.9% | 0.031% | |
| 5/6/2025 | Hamel Associates Inc. | 154,225 | $3.91M | 1.3% | +267.2% | 0.420% | |
| 5/6/2025 | Summit Asset Management LLC | 657,766 | $16.69M | 2.9% | -1.7% | 1.792% | |
| 5/5/2025 | Souders Financial Advisors | 33,639 | $854K | 0.1% | -72.8% | 0.092% | |
| 5/2/2025 | Asset Advisors Investment Management LLC | 237,364 | $6.02M | 0.6% | -2.7% | 0.647% | |
| 5/1/2025 | Berkeley Inc | 39,634 | $1.01M | 0.5% | -23.3% | 0.108% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 19,315 | $490K | 0.2% | -3.9% | 0.053% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,234 | $56K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Mutual Advisors LLC | 153,423 | $3.99M | 0.1% | +318.1% | 0.418% | |
| 4/28/2025 | Red Mountain Financial LLC | 127,107 | $3.23M | 3.9% | +1.2% | 0.346% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 9,911 | $257K | 0.1% | +5.6% | 0.027% | |
| 4/25/2025 | IRON Financial LLC | 238,910 | $6.06M | 3.4% | +12.8% | 0.651% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 36,846 | $935K | 0.0% | +4.0% | 0.100% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 8,126 | $206K | 0.0% | N/A | 0.022% | |
| 4/24/2025 | First Merchants Corp | 164,908 | $4.19M | 0.2% | -6.2% | 0.449% | |
| 4/23/2025 | Embree Financial Group | 45,943 | $1.17M | 0.2% | -1.4% | 0.125% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 71,776 | $1.82M | 0.0% | -1.2% | 0.196% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 14,759 | $375K | 0.2% | +156.1% | 0.040% | |
| 4/21/2025 | Martin Worley Group | 170,475 | $4.33M | 2.5% | +0.9% | 0.465% | |
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| 4/21/2025 | LongView Wealth Management | 156,793 | $3.98M | 1.2% | +3.2% | 0.427% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 9,310 | $236K | 0.0% | N/A | 0.025% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 139,000 | $3.53M | 0.1% | +4.1% | 0.379% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,860 | $301K | 0.0% | N/A | 0.032% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 63,575 | $1.61M | 0.0% | +9.4% | 0.173% | |
| 4/16/2025 | Noble Family Wealth LLC | 78,064 | $1.98M | 0.5% | +4.3% | 0.213% | |
| 4/16/2025 | CVA Family Office LLC | 8,469 | $215K | 0.0% | -58.7% | 0.023% | |
| 4/16/2025 | West Oak Capital LLC | 1,470 | $37K | 0.0% | -97.2% | 0.004% | |
| 4/15/2025 | Fifth Third Bancorp | 1,034 | $26K | 0.0% | N/A | 0.003% | |
| 4/14/2025 | Bruce G. Allen Investments LLC | 9,292 | $236K | 0.2% | +8.2% | 0.026% | |
