| 7/18/2025 | Trilogy Capital Inc. | 902,067 | $26.42M | 1.3% | -4.2% | 0.454% | |
| 7/18/2025 | Trust Co. of Vermont | 1,263 | $37K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | SMI Advisory Services LLC | 11,627 | $339K | 0.1% | -16.8% | 0.006% | |
| 7/18/2025 | SigFig Wealth Management LLC | 96,106 | $2.81M | 0.1% | -4.7% | 0.048% | |
| 7/18/2025 | Truist Financial Corp | 1,384,220 | $40.54M | 0.1% | -15.8% | 0.697% | |
| 7/18/2025 | Donald L. Hagan LLC | 18,949 | $555K | 0.3% | N/A | 0.010% | |
| 7/17/2025 | Stephens Group Asset Management LLC | 11,366 | $333K | 0.0% | N/A | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 20,907 | $612K | 0.0% | -51.0% | 0.011% | |
| 7/17/2025 | Fifth Third Securities Inc. | 10,188 | $298K | 0.0% | +11.2% | 0.005% | |
| 7/17/2025 | Genesis Private Wealth LLC | 109,400 | $3.20M | 1.5% | +0.8% | 0.055% | |
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| 7/17/2025 | Willow Creek Wealth Management Inc. | 725,851 | $21.26M | 1.9% | +3.9% | 0.366% | |
| 7/17/2025 | Avior Wealth Management LLC | 130,543 | $3.82M | 0.1% | -1.8% | 0.066% | |
| 7/17/2025 | XY Planning Network Inc. | 13,103 | $384K | 0.1% | N/A | 0.007% | |
| 7/17/2025 | TBH Global Asset Management LLC | 31,372 | $918K | 0.1% | N/A | 0.016% | |
| 7/17/2025 | Crane Advisory LLC | 917,431 | $26.73M | 4.4% | -28.8% | 0.463% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 92,677 | $2.72M | 0.7% | +5.2% | 0.047% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 456,809 | $13.38M | 2.5% | +0.7% | 0.230% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 491,213 | $14.39M | 0.6% | +10.0% | 0.248% | |
| 7/16/2025 | Patron Partners LLC | 29,947 | $877K | 0.4% | -40.4% | 0.015% | |
| 7/16/2025 | MKT Advisors LLC | 85,311 | $2.49M | 1.0% | +33.3% | 0.043% | |
| 7/16/2025 | MBE Wealth Management LLC | 9,361 | $274K | 0.1% | N/A | 0.005% | |
| 7/16/2025 | Perigon Wealth Management LLC | 25,850 | $757K | 0.0% | +36.3% | 0.013% | |
| 7/15/2025 | Perennial Advisors LLC | 30,000 | $879K | 0.2% | N/A | 0.015% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 27,718 | $812K | 0.5% | N/A | 0.014% | |
| 7/15/2025 | Signet Financial Management LLC | 398,015 | $11.66M | 1.5% | +0.8% | 0.201% | |
| 7/15/2025 | TD Private Client Wealth LLC | 10,502 | $308K | 0.0% | +8.5% | 0.005% | |
| 7/15/2025 | Retirement Income Solutions Inc | 21,003 | $615K | 0.1% | N/A | 0.011% | |
| 7/15/2025 | Optima Capital LLC | 87,005 | $2.55M | 1.4% | -16.2% | 0.044% | |
| 7/14/2025 | Mechanics Bank Trust Department | 148,203 | $4.34M | 0.6% | -0.7% | 0.075% | |
| 7/14/2025 | MY Wealth Management Inc. | 144,032 | $4.22M | 4.0% | -48.7% | 0.073% | |
| 7/14/2025 | Acropolis Investment Management LLC | 14,400 | $422K | 0.0% | +9.5% | 0.007% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 222,738 | $6.52M | 3.7% | -5.3% | 0.112% | |
| 7/14/2025 | Park Avenue Securities LLC | 935,127 | $27.39M | 0.3% | -3.7% | 0.472% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,149 | $122K | 0.0% | -9.1% | 0.002% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 90,367 | $2.65M | 0.2% | -62.4% | 0.046% | |
| 7/11/2025 | Walker Financial Services Inc. | 77,160 | $2.26M | 1.0% | N/A | 0.039% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 68,694 | $2.01M | 0.3% | N/A | 0.035% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 579,844 | $16.90M | 0.0% | +12.2% | 0.293% | |
| 7/10/2025 | Sovran Advisors LLC | 11,043 | $322K | 0.0% | -52.4% | 0.006% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 107,360 | $3.15M | 0.1% | +0.7% | 0.054% | |
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| 7/9/2025 | O Brien Wealth Partners LLC | 392,507 | $11.50M | 1.8% | -0.4% | 0.198% | |
| 7/8/2025 | Ehrlich Financial Group | 42,668 | $1.25M | 0.8% | -40.2% | 0.022% | |
| 7/8/2025 | Paladin Wealth LLC | 26,627 | $780K | 0.6% | -7.6% | 0.013% | |
| 7/8/2025 | Goldstone Financial Group LLC | 31,287 | $912K | 0.1% | -52.6% | 0.016% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 835,676 | $24.48M | 2.6% | -0.2% | 0.422% | |
| 7/8/2025 | Gradient Investments LLC | 590,031 | $17.28M | 0.3% | -0.1% | 0.298% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 426,638 | $12.50M | 4.9% | +7.8% | 0.215% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 56,209 | $1.64M | 0.3% | +1.7% | 0.029% | |
| 7/2/2025 | S. R. Schill & Associates | 285,128 | $8.35M | 6.2% | +3.6% | 0.145% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 747,610 | $21.90M | 3.9% | +3.2% | 0.380% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 236,393 | $6.91M | 0.0% | +129.0% | 0.120% | |
| 6/17/2025 | Howe & Rusling Inc. | 7,432 | $217K | 0.0% | -9.2% | 0.004% | |
| 6/13/2025 | Optima Capital LLC | 103,774 | $3.03M | 1.9% | +313.3% | 0.053% | |
| 6/2/2025 | Modern Wealth Management LLC | 362,861 | $10.61M | 0.3% | +12.0% | 0.184% | |
| 5/22/2025 | Mattson Financial Services LLC | 10,454 | $306K | 0.1% | N/A | 0.005% | |
| 5/21/2025 | Main Line Retirement Advisors LLC | 235,179 | $6.88M | 4.5% | +0.6% | 0.117% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 9,726 | $284K | 0.0% | -11.8% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 26,931 | $787K | 0.0% | -9.7% | 0.013% | |
| 5/20/2025 | Integrity Alliance LLC. | 62,744 | $1.84M | 0.1% | N/A | 0.031% | |
| 5/19/2025 | Jane Street Group LLC | 54,933 | $1.61M | 0.0% | N/A | 0.027% | |
| 5/16/2025 | Faithward Advisors LLC | 154,632 | $4.52M | 0.8% | +34.8% | 0.077% | |
| 5/16/2025 | Ascent Group LLC | 15,198 | $444K | 0.0% | N/A | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 236,393 | $6.91M | 0.0% | +129.0% | 0.118% | |
| 5/16/2025 | Jones Financial Companies Lllp | 15,118 | $442K | 0.0% | +2,864.3% | 0.008% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 7,398 | $216K | 0.1% | -21.1% | 0.004% | |
| 5/16/2025 | NewEdge Advisors LLC | 34,757 | $1.02M | 0.0% | +76.2% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 107,183 | $3.13M | 0.0% | -18.2% | 0.053% | |
| 5/16/2025 | AlphaQ Advisors LLC | 34,348 | $1.00M | 2.4% | N/A | 0.017% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 18,132 | $530K | 0.0% | N/A | 0.009% | |
| 5/15/2025 | Flputnam Investment Management Co. | 1,388,547 | $40.60M | 0.8% | +12.7% | 0.691% | |
| 5/15/2025 | Royal Bank of Canada | 1,594,952 | $46.64M | 0.0% | -24.0% | 0.794% | |
| 5/15/2025 | Betterment LLC | 24,098 | $705K | 0.0% | +38.2% | 0.012% | |
| 5/15/2025 | Centric Wealth Management | 526,100 | $15.38M | 4.0% | +1,088.7% | 0.262% | |
| 5/15/2025 | Evergreen Capital Management LLC | 933,723 | $27.30M | 0.9% | -17.1% | 0.465% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 656,814 | $19.21M | 0.9% | +12.2% | 0.327% | |
| 5/14/2025 | CreativeOne Wealth LLC | 331,656 | $9.70M | 0.3% | -7.4% | 0.165% | |
| 5/14/2025 | Entrewealth LLC | 202,604 | $5.92M | 4.6% | +8.7% | 0.101% | |
| 5/14/2025 | Comerica Bank | 22,114 | $647K | 0.0% | +10.5% | 0.011% | |
| 5/14/2025 | Synovus Financial Corp | 229,392 | $6.71M | 0.1% | +12.1% | 0.114% | |
| 5/14/2025 | Napa Wealth Management | 7,906 | $231K | 0.1% | -89.9% | 0.004% | |
| 5/14/2025 | Jump Financial LLC | 11,468 | $335K | 0.0% | -91.4% | 0.006% | |
| 5/14/2025 | SVB Wealth LLC | 5,092 | $149K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 142,036 | $4.15M | 0.0% | +81.8% | 0.071% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 20,830 | $609K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 301,423 | $8.81M | 0.9% | -9.9% | 0.150% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 144,863 | $4.24M | 1.6% | N/A | 0.072% | |
| 5/14/2025 | Ameriprise Financial Inc. | 9,750,710 | $285.06M | 0.1% | -3.4% | 4.854% | |
| 5/14/2025 | Summit Financial LLC | 13,190 | $386K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | GM Advisory Group LLC | 2,028,753 | $59.32M | 3.2% | -2.5% | 1.010% | |
| 5/14/2025 | JT Stratford LLC | 90,546 | $2.65M | 0.5% | +77.8% | 0.045% | |
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| 5/14/2025 | Berkshire Asset Management LLC PA | 167,011 | $4.87M | 0.2% | +19.2% | 0.083% | |
| 5/13/2025 | Raymond James Financial Inc. | 623,365 | $18.23M | 0.0% | +23.7% | 0.310% | |
| 5/13/2025 | Thompson Davis & CO. Inc. | 36,825 | $1.08M | 0.8% | +14.6% | 0.018% | |
| 5/13/2025 | Providence Capital Advisors LLC | 90,702 | $2.65M | 0.6% | +1.1% | 0.045% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 460,755 | $13.47M | 0.1% | +5.2% | 0.229% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 3,637 | $106K | 0.1% | +49.2% | 0.002% | |
| 5/13/2025 | Dagco Inc. | 686,526 | $20.07M | 6.5% | +35.2% | 0.342% | |
| 5/13/2025 | HighTower Advisors LLC | 1,862,835 | $54.47M | 0.1% | -0.7% | 0.927% | |
| 5/12/2025 | Maia Wealth LLC | 26,923 | $786K | 0.2% | +25.0% | 0.013% | |
| 5/12/2025 | Independent Advisor Alliance | 12,173 | $356K | 0.0% | -82.4% | 0.006% | |
