| 8/1/2025 | Mizuho Markets Cayman LP | 2,566 | $323K | 0.0% | N/A | 0.018% | |
| 8/1/2025 | Mizuho Markets Americas LLC | 5,697 | $717K | 0.0% | -12.1% | 0.041% | |
| 8/1/2025 | Anson Capital Inc. | 9,992 | $1.26M | 1.0% | +57.0% | 0.071% | |
| 8/1/2025 | Advisory Alpha LLC | 2,423 | $305K | 0.0% | -4.7% | 0.017% | |
| 8/1/2025 | Bessemer Group Inc. | 511,340 | $64.33M | 0.1% | -0.2% | 3.639% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 28,492 | $3.58M | 0.1% | +1,703.3% | 0.203% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 18,795 | $2.36M | 0.0% | +11.3% | 0.134% | |
| 7/31/2025 | Wealthfront Advisers LLC | 16,544 | $2.08M | 0.0% | -1.8% | 0.118% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 2,361 | $297K | 0.0% | N/A | 0.017% | |
| 7/31/2025 | Waldron Private Wealth LLC | 3,247 | $409K | 0.0% | +32.9% | 0.023% | |
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| 7/31/2025 | Carrera Capital Advisors | 14,373 | $1.81M | 0.4% | +10.7% | 0.102% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 2,150 | $270K | 0.0% | N/A | 0.015% | |
| 7/30/2025 | Brookstone Capital Management | 14,466 | $1.82M | 0.0% | -1.6% | 0.103% | |
| 7/29/2025 | International Assets Investment Management LLC | 5,306 | $667K | 0.0% | -1.9% | 0.038% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 15,567 | $1.96M | 0.4% | -1.4% | 0.111% | |
| 7/28/2025 | Copia Wealth Management | 375 | $47K | 0.0% | +476.9% | 0.003% | |
| 7/28/2025 | Harbour Investments Inc. | 1,685 | $212K | 0.0% | +36.9% | 0.012% | |
| 7/25/2025 | RoundAngle Advisors LLC | 4,357 | $548K | 0.5% | -38.8% | 0.031% | |
| 7/25/2025 | CWM LLC | 2,666 | $335K | 0.0% | -87.4% | 0.019% | |
| 7/24/2025 | US Bancorp DE | 4,521 | $569K | 0.0% | +6.0% | 0.032% | |
| 7/23/2025 | Vontobel Holding Ltd. | 4,792 | $603K | 0.0% | +14.8% | 0.034% | |
| 7/23/2025 | Massachusetts Wealth Management | 1,995 | $251K | 0.1% | -14.9% | 0.014% | |
| 7/23/2025 | Gainplan LLC | 6,032 | $759K | 0.3% | -43.6% | 0.042% | |
| 7/22/2025 | Appleton Partners Inc. MA | 9,553 | $1.20M | 0.1% | -8.3% | 0.067% | |
| 7/22/2025 | Grimes & Company Inc. | 2,982 | $375K | 0.0% | N/A | 0.021% | |
| 7/21/2025 | Vanderbilt University | 357,073 | $44.92M | 8.5% | +0.6% | 2.497% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 9,750 | $1.23M | 0.0% | +29.1% | 0.068% | |
| 7/18/2025 | Access Financial Services Inc. | 7,382 | $929K | 0.4% | -5.0% | 0.052% | |
| 7/18/2025 | Truist Financial Corp | 22,275 | $2.80M | 0.0% | +10.8% | 0.156% | |
| 7/18/2025 | Parkside Investments LLC | 2,500 | $314K | 0.0% | -33.8% | 0.017% | |
| 7/17/2025 | HB Wealth Management LLC | 9,968 | $1.25M | 0.0% | N/A | 0.070% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 9,558 | $1.20M | 0.0% | +31.0% | 0.068% | |
| 7/17/2025 | Venture Visionary Partners LLC | 13,500 | $1.70M | 0.1% | +93.2% | 0.095% | |
| 7/17/2025 | Oakworth Capital Inc. | 232 | $29K | 0.0% | -99.9% | 0.002% | |
| 7/17/2025 | Global Trust Asset Management LLC | 1,030 | $130K | 0.1% | N/A | 0.007% | |
| 7/16/2025 | ORG Wealth Partners LLC | 11,523 | $1.47M | 0.4% | +24.3% | 0.081% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 20,588 | $2.59M | 1.4% | -7.2% | 0.145% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 2,212 | $278K | 0.0% | -18.2% | 0.016% | |
| 7/15/2025 | EWG Elevate Inc. | 14,363 | $1.81M | 0.6% | N/A | 0.102% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,145 | $144K | 0.0% | -20.8% | 0.008% | |
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| 7/14/2025 | Armstrong Advisory Group Inc. | 430 | $54K | 0.0% | -68.0% | 0.003% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 5,602 | $705K | 0.0% | -59.5% | 0.040% | |
| 7/11/2025 | Shelton Wealth Management LLC | 4,353 | $548K | 0.3% | -15.6% | 0.030% | |
| 7/10/2025 | RFG Holdings Inc. | 11,465 | $1.44M | 0.4% | -11.8% | 0.080% | |
| 7/10/2025 | Secure Asset Management LLC | 3,028 | $381K | 0.1% | N/A | 0.021% | |
| 7/9/2025 | Krilogy Financial LLC | 40,375 | $5.08M | 0.3% | +4.6% | 0.280% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 300 | $38K | 0.0% | N/A | 0.002% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 612 | $77K | 0.0% | -51.3% | 0.004% | |
| 7/7/2025 | Modus Advisors LLC | 42,700 | $5.37M | 1.6% | -1.5% | 0.298% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 1,720 | $218K | 0.0% | -97.8% | 0.012% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,389 | $973K | 0.0% | +6.6% | 0.044% | |
| 5/15/2025 | Baird Financial Group Inc. | 11,876 | $1.56M | 0.0% | -17.7% | 0.070% | |
| 5/14/2025 | Quantitative Investment Management LLC | 101,382 | $13.35M | 1.2% | N/A | 0.600% | |
| 5/14/2025 | Flow Traders U.S. LLC | 29,586 | $3.90M | 0.2% | N/A | 0.175% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 14,567 | $1.92M | 0.0% | N/A | 0.086% | |
| 5/9/2025 | Connable Office Inc. | 76,622 | $10.09M | 1.1% | +1.9% | 0.482% | |
| 5/8/2025 | Arkadios Wealth Advisors | 34,873 | $4.59M | 0.2% | +355.4% | 0.219% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 616 | $81K | 0.0% | -98.9% | 0.004% | |
| 5/2/2025 | Whittier Trust Co. | 1,060 | $140K | 0.0% | -68.7% | 0.007% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 219 | $29K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 2,273 | $299K | 0.0% | N/A | 0.014% | |
| 4/24/2025 | Oakworth Capital Inc. | 201,332 | $26.52M | 1.8% | +4.2% | 1.266% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 24,232 | $3.19M | 0.2% | N/A | 0.152% | |
| 4/23/2025 | Bessemer Group Inc. | 512,442 | $67.49M | 0.1% | +2.5% | 3.223% | |
| 4/22/2025 | Appleton Partners Inc. MA | 10,412 | $1.37M | 0.1% | -2.9% | 0.065% | |
| 4/21/2025 | ORG Wealth Partners LLC | 9,267 | $1.23M | 0.4% | N/A | 0.058% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,296 | $961K | 0.0% | +20.2% | 0.042% | |
| 4/17/2025 | North Star Investment Management Corp. | 596 | $79K | 0.0% | +45.4% | 0.003% | |
| 4/15/2025 | SG Americas Securities LLC | 31,839 | $4.19M | 0.0% | +24.0% | 0.181% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,075 | $142K | 0.0% | -89.7% | 0.006% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 800 | $105K | 0.0% | -27.3% | 0.005% | |
| 4/9/2025 | NBC Securities Inc. | 232 | $30K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 1,256 | $165K | 0.1% | +12.4% | 0.007% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,445 | $190K | 0.0% | -22.1% | 0.008% | |
| 4/1/2025 | Modus Advisors LLC | 43,344 | $5.71M | 1.9% | -1.8% | 0.272% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,974 | $261K | 0.2% | N/A | 0.012% | |
| 2/17/2025 | BOKF NA | 200 | $28K | 0.0% | -42.9% | 0.001% | |
| 2/17/2025 | Captrust Financial Advisors | 5,474 | $725K | 0.0% | -5.0% | 0.021% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 11,038 | $1.46M | 0.0% | N/A | 0.043% | |
| 2/17/2025 | Baird Financial Group Inc. | 14,433 | $1.91M | 0.0% | +111.0% | 0.057% | |
| 2/17/2025 | Ameriprise Financial Inc. | 20,812 | $2.76M | 0.0% | -59.0% | 0.082% | |
| 2/13/2025 | Marshall Wace LLP | 39,500 | $5.23M | 0.0% | +489.6% | 0.155% | |
| 2/13/2025 | Anchor Investment Management LLC | 331 | $44K | 0.0% | +30.3% | 0.001% | |
| 2/13/2025 | Rossby Financial LCC | 2,605 | $345K | 0.2% | N/A | 0.010% | |
| 2/13/2025 | Bessemer Group Inc. | 499,702 | $66.14M | 0.1% | -23.5% | 1.960% | |
| 2/12/2025 | Summit Financial LLC | 1,545 | $205K | 0.0% | N/A | 0.006% | |
| 2/12/2025 | Brown Brothers Harriman & Co. | 1,067 | $141K | 0.0% | N/A | 0.004% | |
| 2/12/2025 | JPMorgan Chase & Co. | 45,875 | $6.07M | 0.0% | -93.6% | 0.180% | |
| 2/10/2025 | Wellington Shields Capital Management LLC | 9,190 | $1.22M | 0.1% | -41.4% | 0.036% | |
| 2/10/2025 | Farther Finance Advisors LLC | 10,465 | $1.39M | 0.1% | +882.6% | 0.041% | |
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| 2/10/2025 | Hollencrest Capital Management | 280 | $37K | 0.0% | -92.6% | 0.001% | |
| 2/7/2025 | SPX Gestao de Recursos Ltda | 65,970 | $8.73M | 1.3% | N/A | 0.259% | |
| 2/7/2025 | Fairfield Financial Advisors LTD | 220 | $29K | 0.0% | -57.0% | 0.001% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,932 | $918K | 0.0% | +309.5% | 0.027% | |
| 2/5/2025 | Connable Office Inc. | 75,178 | $9.95M | 1.0% | -36.4% | 0.295% | |
| 2/5/2025 | Providence First Trust Co | 360 | $48K | 0.0% | N/A | 0.001% | |
| 2/5/2025 | Fisher Asset Management LLC | 11,883 | $1.57M | 0.0% | -11.3% | 0.047% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 6,122 | $810K | 0.1% | +19.6% | 0.024% | |
| 1/31/2025 | Valley Wealth Managers Inc. | 56,851 | $7.53M | 0.6% | +69.1% | 0.223% | |
| 1/28/2025 | Appleton Partners Inc. MA | 10,722 | $1.42M | 0.1% | -15.3% | 0.042% | |
