| 5/27/2025 | Jacobi Capital Management LLC | 40,795 | $1.08M | 0.1% | +2.2% | 0.107% | |
| 5/22/2025 | WBI Investments LLC | 13,011 | $343K | 0.1% | -33.2% | 0.034% | |
| 5/21/2025 | McAdam LLC | 10,652 | $281K | 0.0% | -20.4% | 0.028% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 55,135 | $1.45M | 0.0% | -12.7% | 0.145% | |
| 5/19/2025 | Jane Street Group LLC | 80,284 | $2.12M | 0.0% | +267.0% | 0.211% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 65,100 | $1.72M | 0.0% | -5.5% | 0.171% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,310 | $219K | 0.0% | +36.5% | 0.022% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,830 | $391K | 0.0% | -14.4% | 0.039% | |
| 5/16/2025 | Greenline Partners LLC | 115,508 | $3.05M | 0.4% | -64.6% | 0.303% | |
| 5/16/2025 | Advisors Asset Management Inc. | 29,912 | $789K | 0.0% | +10.5% | 0.079% | |
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| 5/15/2025 | Focus Partners Advisor Solutions LLC | 14,486 | $382K | 0.0% | +14.3% | 0.038% | |
| 5/15/2025 | Ameriflex Group Inc. | 32,646 | $861K | 0.4% | -1.5% | 0.086% | |
| 5/15/2025 | Royal Bank of Canada | 53,776 | $1.42M | 0.0% | -43.4% | 0.141% | |
| 5/15/2025 | Betterment LLC | 9,988 | $263K | 0.0% | N/A | 0.026% | |
| 5/14/2025 | Note Advisors LLC | 93,205 | $2.46M | 2.0% | -5.3% | 0.245% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 12,467 | $329K | 0.2% | N/A | 0.033% | |
| 5/14/2025 | Flow Traders U.S. LLC | 77,915 | $2.06M | 0.1% | -43.0% | 0.205% | |
| 5/13/2025 | Global View Capital Management LLC | 37,447 | $988K | 0.4% | -15.6% | 0.098% | |
| 5/13/2025 | Raymond James Financial Inc. | 164,791 | $4.35M | 0.0% | -19.2% | 0.433% | |
| 5/13/2025 | HighTower Advisors LLC | 16,917 | $446K | 0.0% | -3.4% | 0.044% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 123,508 | $3.26M | 0.0% | +8.2% | 0.324% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 56,941 | $1.50M | 0.2% | +192.8% | 0.149% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 3,321,674 | $87.63M | 0.0% | -4.7% | 8.718% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 213,563 | $5.63M | 1.7% | -0.9% | 0.563% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 39,021 | $1.03M | 0.0% | -2.0% | 0.103% | |
| 5/8/2025 | IFG Advisory LLC | 161,323 | $4.26M | 0.2% | +7.2% | 0.426% | |
| 5/8/2025 | TIAA Trust National Association | 277,765 | $7.33M | 0.0% | +80.9% | 0.733% | |
| 5/8/2025 | US Bancorp DE | 6,821 | $180K | 0.0% | -30.2% | 0.018% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 18,414 | $486K | 0.2% | -25.3% | 0.049% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 296,411 | $7.82M | 1.6% | -2.2% | 0.782% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 5,666 | $149K | 0.1% | N/A | 0.015% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 23,826 | $629K | 0.0% | +8.9% | 0.063% | |
| 5/7/2025 | Maridea Wealth Management LLC | 11,623 | $307K | 0.1% | N/A | 0.031% | |
| 5/7/2025 | Ridgewood Investments LLC | 20,417 | $539K | 0.2% | -2.6% | 0.054% | |
| 5/7/2025 | LPL Financial LLC | 1,372,645 | $36.21M | 0.0% | -11.4% | 3.622% | |
| 5/6/2025 | Cetera Investment Advisers | 79,673 | $2.10M | 0.0% | +2.6% | 0.210% | |
| 5/6/2025 | Efficient Advisors LLC | 9,009 | $238K | 0.0% | -27.1% | 0.024% | |
| 5/5/2025 | Gries Financial LLC | 25,045 | $661K | 0.1% | -80.1% | 0.066% | |
| 5/5/2025 | Treasure Coast Financial Planning | 36,428 | $961K | 0.6% | -11.6% | 0.096% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 814,741 | $21.49M | 3.7% | +5.5% | 2.150% | |
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| 5/5/2025 | Montag A & Associates Inc. | 1,087 | $29K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | Private Advisor Group LLC | 118,479 | $3.13M | 0.0% | +6.3% | 0.313% | |
| 5/2/2025 | Allen Capital Group LLC | 87,031 | $2.30M | 0.3% | -4.9% | 0.230% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 124,529 | $3.29M | 0.7% | +21.4% | 0.329% | |
| 5/2/2025 | BIP Wealth LLC | 34,892 | $920K | 0.1% | -11.7% | 0.092% | |
| 5/2/2025 | Larson Financial Group LLC | 23,334 | $616K | 0.0% | +12.0% | 0.062% | |
| 5/1/2025 | CWM LLC | 2,738,009 | $72.23M | 0.3% | +8,652.4% | 7.224% | |
| 5/1/2025 | Hughes Financial Services LLC | 594,581 | $15.57M | 3.0% | +4.3% | 1.569% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 143,968 | $3.80M | 0.3% | +23.5% | 0.380% | |
| 5/1/2025 | 3EDGE Asset Management LP | 1,379,050 | $36.23M | 2.5% | +76.1% | 3.639% | |
| 5/1/2025 | Realta Investment Advisors | 1,671 | $44K | 0.0% | +60.7% | 0.004% | |
| 5/1/2025 | Northwest Capital Management Inc | 15,833 | $418K | 0.2% | -27.3% | 0.042% | |
| 5/1/2025 | Auour Investments LLC | 25,261 | $662K | 0.2% | -2.2% | 0.067% | |
| 5/1/2025 | Fifth Third Securities Inc. | 17,501 | $462K | 0.0% | +35.7% | 0.046% | |
| 4/30/2025 | Cerity Partners LLC | 899,523 | $23.73M | 0.0% | +0.4% | 2.373% | |
| 4/30/2025 | Phillips Financial Management LLC | 92,720 | $2.45M | 0.2% | -5.1% | 0.245% | |
| 4/30/2025 | Allworth Financial LP | 6,058 | $158K | 0.0% | -26.2% | 0.016% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 37,681 | $994K | 0.3% | -6.9% | 0.099% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 8,284 | $219K | 0.1% | -4.4% | 0.022% | |
| 4/29/2025 | TD Private Client Wealth LLC | 4,405 | $116K | 0.0% | -23.8% | 0.012% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 349,049 | $9.21M | 0.0% | -4.5% | 0.921% | |
| 4/29/2025 | Bank of New York Mellon Corp | 115,786 | $3.05M | 0.0% | -1.8% | 0.306% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 18,179 | $480K | 0.0% | -3.6% | 0.048% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 10,753 | $282K | 0.0% | -4.8% | 0.028% | |
| 4/28/2025 | Private Trust Co. NA | 3,073 | $81K | 0.0% | +35.4% | 0.008% | |
| 4/28/2025 | Detalus Advisors LLC | 9,608 | $253K | 0.1% | N/A | 0.025% | |
| 4/28/2025 | Rossby Financial LCC | 4,237 | $110K | 0.0% | N/A | 0.011% | |
| 4/25/2025 | Northwest Wealth Management LLC | 9,221 | $243K | 0.0% | N/A | 0.024% | |
| 4/23/2025 | Pure Financial Advisors LLC | 1,101,027 | $29.05M | 0.6% | -3.8% | 2.905% | |
| 4/23/2025 | Golden State Wealth Management LLC | 12,186 | $322K | 0.0% | +110.8% | 0.032% | |
| 4/23/2025 | Post Resch Tallon Group Inc. | 18,028 | $473K | 0.5% | -5.3% | 0.048% | |
| 4/23/2025 | Continuum Advisory LLC | 65,544 | $1.73M | 0.2% | +4.6% | 0.173% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,464 | $962K | 0.0% | -8.4% | 0.096% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 97,087 | $2.56M | 1.4% | -5.5% | 0.256% | |
| 4/22/2025 | Garde Capital Inc. | 113,259 | $2.99M | 0.2% | N/A | 0.299% | |
| 4/21/2025 | ERn Financial LLC | 235,098 | $6.20M | 1.0% | +1.9% | 0.620% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 1,269,151 | $33.48M | 3.0% | +11,131.4% | 3.349% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 72,873 | $1.92M | 0.0% | -54.5% | 0.192% | |
| 4/17/2025 | Prentice Wealth Management LLC | 16,849 | $444K | 0.1% | -95.1% | 0.048% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,006 | $633K | 0.0% | -16.4% | 0.068% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 8,634 | $228K | 0.2% | N/A | 0.024% | |
| 4/15/2025 | Wealthcare Capital Management LLC | 53,250 | $1.41M | 0.1% | +13.9% | 0.150% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 99,470 | $2.62M | 0.1% | +0.8% | 0.281% | |
| 4/14/2025 | Farther Finance Advisors LLC | 15,557 | $407K | 0.0% | +7,488.8% | 0.044% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 2,957 | $78K | 0.0% | -14.4% | 0.008% | |
| 4/11/2025 | Ehrlich Financial Group | 49,692 | $1.31M | 1.0% | N/A | 0.140% | |
| 4/11/2025 | Insight Advisors LLC PA | 8,872 | $234K | 0.0% | -20.5% | 0.025% | |
| 4/11/2025 | Prosperity Planning Inc. | 7,826 | $206K | 0.1% | N/A | 0.022% | |
| 4/10/2025 | Charles Schwab Trust Co | 23,209 | $612K | 0.1% | +25.7% | 0.066% | |
| 4/10/2025 | ACT Advisors LLC. | 288,973 | $7.62M | 4.1% | N/A | 0.816% | |
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| 4/10/2025 | KWB Wealth | 17,458 | $442K | 0.1% | -4.9% | 0.049% | |
| 4/10/2025 | Accel Wealth Management | 13,152 | $347K | 0.1% | -3.5% | 0.037% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 80,982 | $2.14M | 0.1% | -22.0% | 0.229% | |
| 4/9/2025 | Flagstar Advisors Inc. | 37,414 | $987K | 0.3% | -41.7% | 0.106% | |
| 4/9/2025 | SigFig Wealth Management LLC | 69,855 | $1.93M | 0.1% | -5.0% | 0.197% | |
| 4/8/2025 | Verde Capital Management | 107,324 | $2.83M | 0.8% | -1.0% | 0.303% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 28,699 | $726K | 0.0% | +15.6% | 0.081% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 9,044 | $229K | 0.2% | N/A | 0.026% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 333,303 | $8.44M | 0.2% | -15.2% | 0.947% | |
| 2/24/2025 | Ameriflex Group Inc. | 33,134 | $849K | 0.4% | N/A | 0.094% | |
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