| 8/27/2025 | Orion Porfolio Solutions LLC | 90,273 | $2.21M | 0.0% | +1.3% | 0.103% | |
| 8/19/2025 | Advisory Services Network LLC | 33,324 | $815K | 0.0% | +1.7% | 0.038% | |
| 8/18/2025 | Finward Bancorp | 10,585 | $259K | 0.2% | -4.5% | 0.012% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 12,432 | $304K | 0.0% | +9.2% | 0.014% | |
| 8/15/2025 | Corient Private Wealth LLC | 36,992 | $904K | 0.0% | +1.4% | 0.042% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 47,308 | $1.16M | 0.3% | +29.2% | 0.054% | |
| 8/15/2025 | Redwood Financial Network Corp | 10,020 | $245K | 0.2% | -18.1% | 0.011% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 26,872 | $657K | 0.0% | -69.8% | 0.031% | |
| 8/15/2025 | MML Investors Services LLC | 341,574 | $8.35M | 0.0% | -2.8% | 0.389% | |
| 8/15/2025 | Benjamin Edwards Inc. | 530,289 | $12.97M | 0.2% | -9.0% | 0.604% | |
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| 8/15/2025 | Bank of America Corp DE | 7,993,469 | $195.44M | 0.0% | +4.9% | 9.104% | |
| 8/15/2025 | AFT Forsyth & Company Inc. | 14,362 | $351K | 0.2% | -20.9% | 0.016% | |
| 8/15/2025 | Ameriprise Financial Inc. | 564,744 | $13.81M | 0.0% | -3.2% | 0.643% | |
| 8/14/2025 | MGB Wealth Management LLC | 22,080 | $540K | 0.2% | +15.9% | 0.025% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 48,853 | $1.19M | 0.1% | -14.6% | 0.056% | |
| 8/14/2025 | Raymond James Financial Inc. | 580,324 | $14.19M | 0.0% | +26.4% | 0.661% | |
| 8/14/2025 | Diversify Wealth Management LLC | 27,411 | $673K | 0.0% | +54.4% | 0.031% | |
| 8/14/2025 | Diversify Advisory Services LLC | 8,964 | $220K | 0.0% | N/A | 0.010% | |
| 8/14/2025 | HUB Investment Partners LLC | 88,519 | $2.16M | 0.1% | -12.5% | 0.101% | |
| 8/14/2025 | Dearborn Partners LLC | 68,988 | $1.69M | 0.1% | -15.7% | 0.079% | |
| 8/14/2025 | NewEdge Advisors LLC | 19,496 | $477K | 0.0% | +16.1% | 0.022% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 14,721 | $360K | 0.0% | +33.6% | 0.017% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 66,372 | $1.62M | 0.0% | +0.9% | 0.076% | |
| 8/13/2025 | StoneX Group Inc. | 8,309 | $203K | 0.0% | -4.7% | 0.009% | |
| 8/13/2025 | Baird Financial Group Inc. | 242,998 | $5.94M | 0.0% | -35.3% | 0.277% | |
| 8/13/2025 | First Trust Advisors LP | 18,000 | $440K | 0.0% | N/A | 0.021% | |
| 8/13/2025 | Invesco Ltd. | 257,976 | $6.31M | 0.0% | -2.7% | 0.294% | |
| 8/13/2025 | RPg Family Wealth Advisory LLC | 174,708 | $4.27M | 1.1% | +3.8% | 0.199% | |
| 8/13/2025 | Fort Sheridan Advisors LLC | 18,700 | $457K | 0.1% | -9.7% | 0.021% | |
| 8/13/2025 | Boston Family Office LLC | 243,581 | $5.96M | 0.4% | +4.4% | 0.277% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 146,993 | $3.59M | 0.0% | +20.1% | 0.167% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 40,302 | $985K | 0.0% | -7.4% | 0.046% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 14,457 | $353K | 0.0% | -25.9% | 0.016% | |
| 8/12/2025 | Global Retirement Partners LLC | 44,282 | $1.08M | 0.0% | N/A | 0.050% | |
| 8/12/2025 | Franklin Resources Inc. | 169,066 | $4.13M | 0.0% | +57,016.9% | 0.193% | |
| 8/12/2025 | MAI Capital Management | 331,837 | $8.11M | 0.1% | -7.3% | 0.378% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,176,181 | $28.76M | 0.0% | +30.2% | 1.340% | |
| 8/11/2025 | Nordwand Advisors LLC | 1,600 | $39K | 0.0% | N/A | 0.002% | |
| 8/11/2025 | Westover Capital Advisors LLC | 345,102 | $8.44M | 1.7% | N/A | 0.394% | |
| 8/11/2025 | Beta Wealth Group Inc. | 93,078 | $2.28M | 0.8% | +6.5% | 0.106% | |
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| 8/8/2025 | Rockefeller Capital Management L.P. | 127,465 | $3.12M | 0.0% | -16.7% | 0.146% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 10,000 | $244K | 0.0% | N/A | 0.011% | |
| 8/8/2025 | Cetera Investment Advisers | 152,778 | $3.74M | 0.0% | -2.5% | 0.174% | |
| 8/8/2025 | Advisory Resource Group | 73,128 | $1.79M | 0.3% | +4.2% | 0.083% | |
| 8/8/2025 | Meridian Wealth Management LLC | 226,054 | $5.53M | 0.2% | -6.2% | 0.258% | |
| 8/8/2025 | Spectrum Asset Management Inc. | 342,707 | $8.38M | 12.8% | +336.8% | 0.391% | |
| 8/8/2025 | Advisors Capital Management LLC | 1,208,994 | $29.56M | 0.4% | +8.8% | 1.380% | |
| 8/8/2025 | King Wealth Management Group | 39,833 | $974K | 0.1% | -6.3% | 0.045% | |
| 8/8/2025 | Evolution Wealth Advisors LLC | 447,797 | $10.95M | 1.6% | -0.7% | 0.511% | |
| 8/8/2025 | Ironwood Investment Counsel LLC | 14,733 | $360K | 0.1% | -13.6% | 0.017% | |
| 8/7/2025 | Palouse Capital Management Inc. | 22,344 | $546K | 0.4% | -2.0% | 0.026% | |
| 8/7/2025 | Midwest Trust Co | 45,782 | $1.12M | 0.0% | N/A | 0.052% | |
| 8/6/2025 | Texas Yale Capital Corp. | 12,623 | $309K | 0.0% | +32.6% | 0.014% | |
| 8/6/2025 | New Millennium Group LLC | 124,305 | $3.04M | 1.7% | +2.6% | 0.142% | |
| 8/5/2025 | Advisors Preferred LLC | 1,666 | $41K | 0.0% | -93.0% | 0.002% | |
| 8/5/2025 | J. W. Coons Advisors LLC | 32,645 | $798K | 0.2% | -3.7% | 0.037% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 20,035 | $490K | 0.0% | -90.8% | 0.023% | |
| 8/4/2025 | Integrity Alliance LLC. | 17,877 | $437K | 0.0% | -91.9% | 0.020% | |
| 8/4/2025 | Kovack Advisors Inc. | 12,103 | $296K | 0.0% | -4.1% | 0.014% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 36,652 | $896K | 0.0% | -2.5% | 0.042% | |
| 8/4/2025 | Atria Investments Inc | 98,313 | $2.40M | 0.0% | +976.0% | 0.112% | |
| 8/4/2025 | Keybank National Association OH | 9,837 | $241K | 0.0% | N/A | 0.011% | |
| 8/1/2025 | Advisory Alpha LLC | 185,769 | $4.54M | 0.1% | -36.4% | 0.212% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 391,247 | $9.57M | 0.3% | +4.2% | 0.447% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,462,600 | $35.76M | 0.0% | +11.6% | 1.670% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 31,406 | $768K | 0.0% | -42.8% | 0.036% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 81,735 | $2.00M | 0.9% | +7.4% | 0.093% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 39,652 | $969K | 0.0% | N/A | 0.045% | |
| 7/30/2025 | D.A. Davidson & CO. | 46,200 | $1.13M | 0.0% | +5.9% | 0.053% | |
| 7/30/2025 | Whittier Trust Co. | 168,935 | $4.13M | 0.0% | -2.7% | 0.193% | |
| 7/30/2025 | Klingman & Associates LLC | 24,324 | $595K | 0.0% | -1.8% | 0.028% | |
| 7/29/2025 | Stephens Inc. AR | 1,384,622 | $33.85M | 0.5% | +0.5% | 1.581% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 137,175 | $3.35M | 2.3% | -0.6% | 0.157% | |
| 7/28/2025 | Duncker Streett & Co. Inc. | 100,088 | $2.45M | 0.4% | -0.8% | 0.114% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 141,824 | $3.47M | 1.4% | -4.3% | 0.162% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,406 | $745K | 0.0% | +1.8% | 0.035% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 115,026 | $2.81M | 0.0% | +22.6% | 0.131% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 12,827 | $314K | 0.2% | +9.7% | 0.015% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,926 | $47K | 0.0% | -35.1% | 0.002% | |
| 7/25/2025 | CWM LLC | 81,349 | $1.99M | 0.0% | +37.1% | 0.093% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 16,212 | $396K | 0.3% | -4.4% | 0.018% | |
| 7/24/2025 | IFP Advisors Inc | 64,938 | $1.59M | 0.0% | +3.8% | 0.074% | |
| 7/23/2025 | Foresight Capital Management Advisors Inc. | 64,907 | $1.59M | 0.9% | -6.0% | 0.074% | |
| 7/22/2025 | OLD National Bancorp IN | 30,542 | $747K | 0.0% | -7.7% | 0.035% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 203,814 | $4.98M | 0.1% | +2,329.2% | 0.233% | |
| 7/22/2025 | Accel Wealth Management | 21,617 | $529K | 0.2% | +129.0% | 0.025% | |
| 7/21/2025 | NTV Asset Management LLC | 100,915 | $2.47M | 0.3% | +23.2% | 0.115% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 55,109 | $1.35M | 0.1% | -16.1% | 0.063% | |
| 7/21/2025 | Synergy Asset Management LLC | 20,995 | $513K | 0.1% | +48.5% | 0.024% | |
| 7/18/2025 | PFG Investments LLC | 21,925 | $536K | 0.0% | -4.9% | 0.025% | |
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| 7/18/2025 | Cooper Financial Group | 16,489 | $403K | 0.0% | -6.0% | 0.019% | |
| 7/18/2025 | Truist Financial Corp | 10,043 | $246K | 0.0% | -28.5% | 0.011% | |
| 7/17/2025 | Northwest Wealth Management LLC | 31,174 | $762K | 0.1% | -43.2% | 0.036% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 315,760 | $7.72M | 0.0% | +5.2% | 0.360% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 10,941 | $268K | 0.0% | -4.3% | 0.012% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 259,445 | $6.34M | 1.2% | +20.0% | 0.296% | |
| 7/16/2025 | Brown Lisle Cummings Inc. | 49,218 | $1.20M | 0.3% | -1.2% | 0.056% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 76,574 | $1.87M | 0.9% | N/A | 0.087% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 22,241 | $544K | 0.1% | -6.2% | 0.025% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 33,535 | $820K | 0.1% | -5.6% | 0.038% | |
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