| 10/23/2025 | ShoreHaven Wealth Partners LLC | 6,682 | $304K | 0.1% | N/A | 0.009% | |
| 10/23/2025 | HB Wealth Management LLC | 6,073 | $277K | 0.0% | N/A | 0.008% | |
| 10/23/2025 | Park Avenue Securities LLC | 337,212 | $15.37M | 0.1% | +147.1% | 0.461% | |
| 10/22/2025 | Crews Bank & Trust | 6,830 | $311K | 0.0% | +10.9% | 0.009% | |
| 10/22/2025 | Tilson Financial Group Inc. | 22,220 | $1.01M | 0.3% | +10.3% | 0.030% | |
| 10/22/2025 | Foronjy Financial LLC | 31,003 | $1.41M | 0.6% | -2.4% | 0.042% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 151,366 | $6.90M | 0.0% | -8.0% | 0.207% | |
| 10/21/2025 | Eagle Strategies LLC | 30,914 | $1.41M | 0.2% | +7.0% | 0.042% | |
| 10/21/2025 | Global Retirement Partners LLC | 27,482 | $1.25M | 0.0% | -15.9% | 0.038% | |
| 10/21/2025 | TruNorth Capital Management LLC | 100,189 | $4.57M | 0.9% | +37.8% | 0.137% | |
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| 10/21/2025 | SteelPeak Wealth LLC | 46,293 | $2.11M | 0.1% | -23.8% | 0.063% | |
| 10/21/2025 | Investment Planning Advisors Inc. | 7,302 | $333K | 0.1% | -17.4% | 0.010% | |
| 10/21/2025 | Mather Group LLC. | 122,909 | $5.60M | 0.1% | -2.8% | 0.168% | |
| 10/20/2025 | Merit Financial Group LLC | 4,789 | $218K | 0.0% | -5.1% | 0.007% | |
| 10/20/2025 | Sax Wealth Advisors LLC | 14,645 | $667K | 0.0% | +1.8% | 0.020% | |
| 10/20/2025 | Ascent Group LLC | 12,501 | $570K | 0.0% | +4.8% | 0.017% | |
| 10/17/2025 | Austin Private Wealth LLC | 725,231 | $33.05M | 2.5% | +11.1% | 0.993% | |
| 10/17/2025 | Mattson Financial Services LLC | 22,577 | $1.03M | 0.2% | N/A | 0.031% | |
| 10/17/2025 | Aquire Wealth Advisors LLC | 88,877 | $4.05M | 1.0% | -7.0% | 0.122% | |
| 10/17/2025 | Mayflower Financial Advisors LLC | 20,588 | $938K | 0.1% | -52.5% | 0.028% | |
| 10/16/2025 | HBK Sorce Advisory LLC | 228,176 | $10.43M | 0.3% | -7.6% | 0.312% | |
| 10/15/2025 | CWM LLC | 74,198 | $3.38M | 0.0% | -4.2% | 0.102% | |
| 10/15/2025 | Pure Portfolios Holdings LLC | 84,423 | $3.85M | 1.2% | +6.9% | 0.116% | |
| 10/15/2025 | Private Trust Co. NA | 2,367 | $108K | 0.0% | +172.4% | 0.003% | |
| 10/14/2025 | Revolve Wealth Partners LLC | 421,438 | $19.21M | 2.3% | +2.2% | 0.577% | |
| 10/14/2025 | Farther Finance Advisors LLC | 8,166 | $372K | 0.0% | +48.6% | 0.011% | |
| 10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 285,600 | $13.02M | 0.2% | -23.0% | 0.391% | |
| 10/14/2025 | Juncture Wealth Strategies LLC | 9,930 | $453K | 0.2% | -24.9% | 0.014% | |
| 10/14/2025 | HBK Sorce Advisory LLC | 228,352 | $10.40M | 0.2% | -7.5% | 0.313% | |
| 10/14/2025 | Dopkins Wealth Management LLC | 15,827 | $721K | 0.3% | +193.1% | 0.022% | |
| 10/14/2025 | PFW Advisors LLC | 11,100 | $506K | 0.1% | -2.1% | 0.015% | |
| 10/14/2025 | Foster Group Inc. | 473,601 | $21.58M | 0.7% | -1.4% | 0.648% | |
| 10/10/2025 | Signal Advisors Wealth LLC | 16,198 | $738K | 0.1% | -4.8% | 0.022% | |
| 10/9/2025 | ACT Advisors LLC. | 184,387 | $8.40M | 3.4% | N/A | 0.253% | |
| 10/9/2025 | Cypress Financial Planning LLC | 18,836 | $858K | 0.3% | +8.9% | 0.026% | |
| 10/8/2025 | Integrated Capital Management Inc. | 42,346 | $1.93M | 1.3% | N/A | 0.058% | |
| 10/7/2025 | FOCUS Wealth Advisors LLC | 22,572 | $1.03M | 0.5% | +7.2% | 0.031% | |
| 10/7/2025 | ST Germain D J Co. Inc. | 19,735 | $899K | 0.0% | +14.9% | 0.027% | |
| 10/6/2025 | Collective Family Office LLC | 95,922 | $4.37M | 1.0% | +10.8% | 0.132% | |
| 10/6/2025 | Gradient Investments LLC | 44,519 | $2.03M | 0.0% | +101.3% | 0.061% | |
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| 9/4/2025 | Osaic Holdings Inc. | 327,009 | $14.65M | 0.0% | +61.1% | 0.456% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 27,419 | $1.23M | 0.0% | +3.6% | 0.038% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 6,763 | $302K | 0.0% | N/A | 0.009% | |
| 8/20/2025 | Forefront Wealth Partners LLC | 18,217 | $831K | 0.6% | +21.1% | 0.025% | |
| 8/15/2025 | Captrust Financial Advisors | 6,967 | $311K | 0.0% | -6.7% | 0.010% | |
| 8/15/2025 | WFA of San Diego LLC | 1,545 | $69K | 0.1% | N/A | 0.002% | |
| 8/15/2025 | Two Sigma Securities LLC | 14,190 | $634K | 0.1% | +88.7% | 0.020% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 27,419 | $1.23M | 0.0% | +3.6% | 0.038% | |
| 8/15/2025 | MML Investors Services LLC | 177,133 | $7.91M | 0.0% | -8.7% | 0.247% | |
| 8/15/2025 | IHT Wealth Management LLC | 14,465 | $646K | 0.0% | +21.0% | 0.020% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 66,656 | $2.98M | 0.1% | -26.6% | 0.093% | |
| 8/15/2025 | Engineers Gate Manager LP | 8,812 | $394K | 0.0% | N/A | 0.012% | |
| 8/15/2025 | BNP Paribas Financial Markets | 115,945 | $5.18M | 0.0% | N/A | 0.162% | |
| 8/15/2025 | Bank of America Corp DE | 13,570,885 | $606.21M | 0.0% | +2.9% | 18.914% | |
| 8/15/2025 | Ameriprise Financial Inc. | 133,657 | $5.98M | 0.0% | -20.6% | 0.186% | |
| 8/14/2025 | Jane Street Group LLC | 423,757 | $18.93M | 0.0% | +570.7% | 0.591% | |
| 8/14/2025 | Raymond James Financial Inc. | 884,984 | $39.53M | 0.0% | +72.3% | 1.233% | |
| 8/14/2025 | Betterment LLC | 13,127,515 | $586.41M | 1.2% | +43.0% | 18.296% | |
| 8/14/2025 | Sei Investments Co. | 13,599 | $607K | 0.0% | +83.9% | 0.019% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 13,055 | $583K | 0.0% | N/A | 0.018% | |
| 8/14/2025 | Cerity Partners LLC | 9,211 | $411K | 0.0% | +18.1% | 0.013% | |
| 8/13/2025 | Idaho Trust Co | 18,037 | $806K | 0.3% | -1.7% | 0.025% | |
| 8/13/2025 | First Trust Advisors LP | 9,584 | $428K | 0.0% | +9.3% | 0.013% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 54,486 | $2.43M | 0.0% | -2.0% | 0.076% | |
| 8/13/2025 | Fisher Asset Management LLC | 3,106,329 | $138.76M | 0.1% | -4.0% | 4.329% | |
| 8/13/2025 | Edgestream Partners L.P. | 24,002 | $1.07M | 0.0% | +84.0% | 0.033% | |
| 8/13/2025 | Stablepoint Partners LLC | 10,548 | $471K | 0.1% | -6.1% | 0.015% | |
| 8/13/2025 | Level Four Advisory Services LLC | 15,075 | $673K | 0.0% | -3.7% | 0.021% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,101,819 | $227.90M | 0.2% | +3.3% | 7.111% | |
| 8/13/2025 | Crabel Capital Management LLC | 13,893 | $621K | 0.4% | N/A | 0.019% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 44,670 | $2.00M | 0.0% | +4,367.0% | 0.062% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 8,375 | $374K | 0.0% | -10.3% | 0.012% | |
| 8/12/2025 | Global Retirement Partners LLC | 32,662 | $1.46M | 0.0% | N/A | 0.046% | |
| 8/12/2025 | Seeds Investor LLC | 73,670 | $3.29M | 0.8% | N/A | 0.103% | |
| 8/12/2025 | JPMorgan Chase & Co. | 763,043 | $34.09M | 0.0% | -87.9% | 1.063% | |
| 8/12/2025 | EFG Asset Management Americas Corp. | 36,409 | $1.63M | 0.3% | +4.0% | 0.051% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 87,759 | $3.92M | 0.5% | +12.5% | 0.123% | |
| 8/11/2025 | Wealthspire Advisors LLC | 136,004 | $6.08M | 0.0% | -19.4% | 0.191% | |
| 8/11/2025 | Johnson Financial Group LLC | 33,556 | $1.50M | 0.1% | -50.6% | 0.047% | |
| 8/8/2025 | Tortoise Investment Management LLC | 11,830 | $528K | 0.1% | -50.7% | 0.017% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 23,388 | $1.05M | 0.0% | -29.1% | 0.033% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 60,719 | $2.71M | 0.0% | +17.3% | 0.085% | |
| 8/8/2025 | Cetera Investment Advisers | 285,047 | $12.73M | 0.0% | -1.7% | 0.399% | |
| 8/8/2025 | Creative Planning | 17,265 | $771K | 0.0% | -11.1% | 0.024% | |
| 8/8/2025 | WealthShield Partners LLC | 48,320 | $2.16M | 0.3% | -5.5% | 0.068% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 13,126 | $586K | 0.0% | +6.2% | 0.018% | |
| 8/8/2025 | JFG Wealth Management LLC | 41,630 | $1.86M | 0.4% | -19.4% | 0.058% | |
| 8/7/2025 | Vise Technologies Inc. | 41,183 | $1.84M | 0.1% | N/A | 0.058% | |
| 8/7/2025 | Allworth Financial LP | 415,739 | $18.57M | 0.1% | -7.0% | 0.583% | |
| 8/6/2025 | Stokes Family Office LLC | 17,937 | $801K | 0.1% | -2.0% | 0.025% | |
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| 8/6/2025 | Moors & Cabot Inc. | 6,019 | $269K | 0.0% | -32.5% | 0.008% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 92,998 | $4.15M | 1.8% | +1.5% | 0.130% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 197,508 | $8.82M | 0.2% | +25.3% | 0.277% | |
| 8/5/2025 | Oakwell Private Wealth Management LLC | 5,214 | $233K | 0.1% | N/A | 0.007% | |
| 8/5/2025 | Bank of Montreal Can | 1,672,375 | $74.71M | 0.0% | +13.9% | 2.344% | |
| 8/4/2025 | Balentine LLC | 100,918 | $4.51M | 0.2% | +3,573.8% | 0.141% | |
| 8/4/2025 | Savvy Advisors Inc. | 59,323 | $2.65M | 0.2% | +146.2% | 0.083% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 246,967 | $11.03M | 0.3% | -9.8% | 0.346% | |
| 8/4/2025 | World Investment Advisors | 5,275 | $236K | 0.0% | +5.8% | 0.007% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 43,329 | $1.94M | 0.3% | -49.2% | 0.061% | |