| 8/20/2025 | North Dallas Bank & Trust Co. | 30,561 | $3.25M | 2.5% | N/A | 0.032% | |
| 8/15/2025 | Captrust Financial Advisors | 1,418,214 | $150.81M | 0.3% | +7.5% | 1.502% | |
| 8/15/2025 | WFA of San Diego LLC | 894 | $95K | 0.1% | N/A | 0.001% | |
| 8/15/2025 | Lazard Asset Management LLC | 20,505 | $2.18M | 0.0% | -23.4% | 0.022% | |
| 8/15/2025 | BNP Paribas Financial Markets | 8,748 | $930K | 0.0% | N/A | 0.009% | |
| 8/15/2025 | Ameriprise Financial Inc. | 990,029 | $105.25M | 0.0% | +1.6% | 1.049% | |
| 8/14/2025 | NewEdge Advisors LLC | 64,591 | $6.87M | 0.0% | +15.0% | 0.068% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 7,606 | $809K | 0.0% | +3.9% | 0.008% | |
| 8/13/2025 | Baird Financial Group Inc. | 68,148 | $7.25M | 0.0% | +10.3% | 0.072% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 18,148 | $1.93M | 0.1% | -2.0% | 0.019% | |
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| 8/13/2025 | ARK & TLK Investments LLC | 18,175 | $1.93M | 0.6% | +1.3% | 0.019% | |
| 8/13/2025 | Fisher Asset Management LLC | 44,711 | $4.76M | 0.0% | N/A | 0.047% | |
| 8/12/2025 | RiverFront Investment Group LLC | 7,907 | $841K | 0.0% | N/A | 0.008% | |
| 8/12/2025 | White Pine Capital LLC | 4,065 | $432K | 0.1% | +12.4% | 0.004% | |
| 8/12/2025 | JPMorgan Chase & Co. | 627,813 | $66.76M | 0.0% | -18.8% | 0.665% | |
| 8/11/2025 | Wealthspire Advisors LLC | 97,860 | $10.41M | 0.1% | +51.4% | 0.104% | |
| 8/11/2025 | Diversified Portfolios Inc. | 60,557 | $6.44M | 0.6% | +27.0% | 0.064% | |
| 8/11/2025 | MainStreet Investment Advisors LLC | 9,344 | $994K | 0.1% | +32.8% | 0.010% | |
| 8/11/2025 | Synergy Investment Management LLC | 6,097 | $648K | 0.4% | -2.0% | 0.006% | |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 4,290 | $456K | 0.0% | -27.9% | 0.005% | |
| 8/8/2025 | City of London Investment Management Co. Ltd. | 130,304 | $13.86M | 1.3% | N/A | 0.138% | |
| 8/8/2025 | Keyvantage Wealth LLC | 2,685 | $286K | 0.1% | -19.0% | 0.003% | |
| 8/6/2025 | Cornerstone Investment Partners LLC | 3,861 | $411K | 0.0% | -9.9% | 0.004% | |
| 8/6/2025 | Ethos Financial Group LLC | 9,077 | $965K | 0.1% | +26.9% | 0.010% | |
| 8/6/2025 | First Horizon Advisors Inc. | 3,211 | $342K | 0.0% | -54.3% | 0.003% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 397,823 | $42.30M | 0.8% | +730.8% | 0.422% | |
| 8/5/2025 | Elyxium Wealth LLC | 2,535 | $270K | 0.1% | +32.1% | 0.003% | |
| 8/5/2025 | Bank of New York Mellon Corp | 5,197,326 | $552.68M | 0.1% | +20.1% | 5.514% | |
| 8/5/2025 | TIAA Trust National Association | 3,412,277 | $362.86M | 0.9% | +9.0% | 3.620% | |
| 8/5/2025 | Gould Asset Management LLC CA | 6,300 | $670K | 0.1% | N/A | 0.007% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 8,677 | $923K | 0.1% | -20.5% | 0.009% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 903 | $96K | 0.1% | +19.9% | 0.001% | |
| 8/1/2025 | Zhang Financial LLC | 70,902 | $7.54M | 0.3% | -0.4% | 0.075% | |
| 8/1/2025 | Bessemer Group Inc. | 17,696 | $1.88M | 0.0% | +4.4% | 0.019% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 200,505 | $21.32M | 0.1% | +13.1% | 0.213% | |
| 7/31/2025 | Atlatl Advisers LLC | 6,416 | $682K | 0.3% | -3.0% | 0.007% | |
| 7/31/2025 | BIP Alliance LLC | 83,457 | $8.88M | 3.4% | -1.6% | 0.089% | |
| 7/31/2025 | BIP Wealth LLC | 39,004 | $4.15M | 0.3% | +49.7% | 0.041% | |
| 7/31/2025 | Opus Capital Group LLC | 67,363 | $7.16M | 0.9% | -2.8% | 0.071% | |
| 7/30/2025 | Strategic Blueprint LLC | 7,457 | $793K | 0.0% | -1.5% | 0.008% | |
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| 7/30/2025 | Sonata Capital Group Inc. | 7,736 | $823K | 0.3% | +25.1% | 0.008% | |
| 7/30/2025 | Studio Investment Management LLC | 3,346 | $356K | 0.1% | -63.7% | 0.004% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 4,939 | $525K | 0.0% | +8.2% | 0.005% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 5,330 | $567K | 0.1% | -6.7% | 0.006% | |
| 7/29/2025 | Salomon & Ludwin LLC | 599,247 | $63.68M | 6.3% | +2.9% | 0.636% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 2,080 | $221K | 0.1% | N/A | 0.002% | |
| 7/29/2025 | Curbstone Financial Management Corp | 37,600 | $4.00M | 0.8% | +3.7% | 0.040% | |
| 7/29/2025 | Foster & Motley Inc. | 3,690 | $392K | 0.0% | -12.4% | 0.004% | |
| 7/29/2025 | Private Trust Co. NA | 1,851 | $197K | 0.0% | +167.1% | 0.002% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 8,932 | $950K | 0.2% | -35.0% | 0.009% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 2,600 | $276K | 0.0% | +76.3% | 0.003% | |
| 7/25/2025 | Meritage Portfolio Management | 33,036 | $3.51M | 0.2% | -3.6% | 0.035% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 59,800 | $6.36M | 1.9% | -6.8% | 0.063% | |
| 7/24/2025 | True Link Financial Advisors LLC | 13,470 | $1.43M | 0.1% | +2.6% | 0.014% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 134,037 | $14.25M | 0.2% | +26.8% | 0.142% | |
| 7/22/2025 | Evensky & Katz LLC | 19,379 | $2.06M | 0.1% | -13.4% | 0.021% | |
| 7/22/2025 | Red Tortoise LLC | 19,420 | $2.07M | 1.0% | +142.6% | 0.021% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 21,211 | $2.26M | 0.1% | -2.0% | 0.023% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 2,532 | $269K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Quent Capital LLC | 81,975 | $8.72M | 0.8% | -12.4% | 0.087% | |
| 7/21/2025 | Ameriflex Group Inc. | 1,040 | $110K | 0.1% | N/A | 0.001% | |
| 7/17/2025 | Park Place Capital Corp | 4,055 | $431K | 0.1% | -8.7% | 0.004% | |
| 7/17/2025 | Greenleaf Trust | 74,966 | $7.97M | 0.1% | -28.6% | 0.080% | |
| 7/17/2025 | Oak Family Advisors LLC | 5,885 | $626K | 0.2% | N/A | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 90,007 | $9.57M | 0.0% | +48.2% | 0.096% | |
| 7/17/2025 | Fifth Third Securities Inc. | 21,367 | $2.27M | 0.2% | -0.6% | 0.023% | |
| 7/16/2025 | ORG Partners LLC | 9,188 | $981K | 0.2% | -1.6% | 0.010% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 8,543 | $908K | 0.0% | +11.0% | 0.009% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 7,285 | $775K | 0.1% | +4.0% | 0.008% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 1,750 | $186K | 0.1% | -49.9% | 0.002% | |
| 7/16/2025 | American National Bank & Trust | 13,547 | $1.44M | 0.1% | -5.6% | 0.014% | |
| 7/15/2025 | TD Private Client Wealth LLC | 88,007 | $9.36M | 0.2% | +29.8% | 0.094% | |
| 7/15/2025 | Financial Management Professionals Inc. | 844 | $90K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | GAMMA Investing LLC | 140,610 | $14.95M | 0.9% | +35.4% | 0.150% | |
| 7/11/2025 | Farther Finance Advisors LLC | 24,545 | $2.61M | 0.1% | +24.7% | 0.026% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 2,210 | $235K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | Exchange Bank | 10,435 | $1.11M | 0.9% | +20.6% | 0.011% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 8,749 | $930K | 0.0% | +29.9% | 0.009% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 97,864 | $10.41M | 1.1% | -1.0% | 0.105% | |
| 7/8/2025 | Parallel Advisors LLC | 13,503 | $1.44M | 0.0% | +77.6% | 0.014% | |
| 7/7/2025 | First Community Trust NA | 2,671 | $284K | 0.2% | -33.6% | 0.003% | |
| 5/20/2025 | Strive Asset Management LLC | 2,613 | $276K | 0.2% | -60.0% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 56,161 | $5.93M | 0.0% | +17.1% | 0.063% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 37,339 | $3.94M | 0.0% | -57.3% | 0.042% | |
| 5/15/2025 | Baird Financial Group Inc. | 61,769 | $6.52M | 0.0% | +7.3% | 0.069% | |
| 5/15/2025 | OLD Mission Capital LLC | 84,045 | $8.88M | 0.1% | N/A | 0.094% | |
| 5/14/2025 | Ameriprise Financial Inc. | 974,822 | $102.95M | 0.0% | +6.7% | 1.093% | |
| 5/14/2025 | Summit Financial LLC | 12,664 | $1.34M | 0.0% | -14.6% | 0.014% | |
| 5/14/2025 | Flow Traders U.S. LLC | 24,321 | $2.57M | 0.1% | N/A | 0.027% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 193,892 | $20.48M | 0.3% | +695.6% | 0.217% | |
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| 5/14/2025 | Colonial Trust Advisors | 5,020 | $530K | 0.0% | -4.2% | 0.006% | |
| 5/13/2025 | Brooklyn Investment Group | 252 | $27K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Gen Wealth Partners Inc | 737 | $78K | 0.0% | +27.1% | 0.001% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 7,518 | $794K | 0.1% | +17.0% | 0.008% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 18,511 | $1.96M | 0.1% | -9.2% | 0.021% | |
| 5/13/2025 | Evensky & Katz LLC | 22,381 | $2.36M | 0.2% | -18.4% | 0.025% | |
| 5/12/2025 | SouthState Corp | 3,743 | $395K | 0.0% | +780.7% | 0.004% | |
| 5/12/2025 | Pandora Wealth Inc. | 2,150 | $227K | 0.1% | N/A | 0.002% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 15,951 | $1.68M | 0.1% | -31.3% | 0.018% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 280 | $30K | 0.0% | N/A | 0.000% | |
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