| 8/6/2025 | Aspect Partners LLC | 180,687 | $9.23M | 4.6% | +7.7% | 0.088% | |
| 8/6/2025 | Innealta Capital LLC | 13,725 | $701K | 0.4% | -3.1% | 0.007% | |
| 8/6/2025 | Golden State Wealth Management LLC | 870 | $44K | 0.0% | +2,189.5% | 0.000% | |
| 8/6/2025 | Columbia River Financial Group LLC | 22,738 | $1.17M | 0.8% | -1.3% | 0.011% | |
| 8/6/2025 | First Horizon Advisors Inc. | 41,820 | $2.14M | 0.1% | +112,927.0% | 0.020% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,061,660 | $54.24M | 0.0% | +4,098.8% | 0.519% | |
| 8/5/2025 | Tsfg LLC | 115,416 | $5.90M | 1.1% | N/A | 0.056% | |
| 8/5/2025 | Hunter Associates Investment Management LLC | 24,610 | $1.26M | 0.2% | +15.8% | 0.012% | |
| 8/5/2025 | TIAA Trust National Association | 283,235 | $14.47M | 0.0% | N/A | 0.138% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 9,237 | $472K | 0.0% | -91.3% | 0.005% | |
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| 8/4/2025 | Arkadios Wealth Advisors | 6,067 | $310K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 11,086 | $566K | 0.0% | N/A | 0.005% | |
| 7/31/2025 | Atlatl Advisers LLC | 33,852 | $1.73M | 0.8% | N/A | 0.017% | |
| 7/31/2025 | Leavell Investment Management Inc. | 34,082 | $1.74M | 0.1% | +2.4% | 0.017% | |
| 7/31/2025 | BIP Wealth LLC | 177,954 | $9.09M | 0.6% | +3.2% | 0.087% | |
| 7/31/2025 | City State Bank | 38,075 | $1.95M | 0.6% | +0.5% | 0.019% | |
| 7/30/2025 | Strategic Blueprint LLC | 19,617 | $1.00M | 0.0% | N/A | 0.010% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 27,618 | $1.41M | 0.0% | +6.1% | 0.013% | |
| 7/29/2025 | Private Trust Co. NA | 7,447 | $380K | 0.0% | +4.9% | 0.004% | |
| 7/24/2025 | Nationwide Fund Advisors | 529,227 | $27.04M | 1.5% | N/A | 0.259% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 16,382 | $834K | 0.3% | -11.5% | 0.008% | |
| 7/23/2025 | NBT Bank N A NY | 32,388 | $1.66M | 0.1% | -5.1% | 0.016% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,869 | $249K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 500,070 | $25.55M | 0.3% | -46.1% | 0.244% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 13,801 | $705K | 0.1% | N/A | 0.007% | |
| 7/22/2025 | Appleton Partners Inc. MA | 126,629 | $6.47M | 0.5% | +3.0% | 0.062% | |
| 7/22/2025 | Kickstand Ventures LLC. | 13,801 | $705K | 0.2% | N/A | 0.007% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 81,562 | $4.17M | 1.2% | N/A | 0.040% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 1,858 | $95K | 0.1% | -92.9% | 0.001% | |
| 7/18/2025 | Centricity Wealth Management LLC | 1,180 | $60K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | WealthNavi Inc. | 3,796,589 | $193.97M | 2.0% | +11.4% | 1.856% | |
| 7/17/2025 | Park Place Capital Corp | 19,116 | $978K | 0.2% | N/A | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 943,287 | $48.19M | 0.1% | N/A | 0.461% | |
| 7/17/2025 | Fifth Third Securities Inc. | 11,997 | $613K | 0.0% | -13.6% | 0.006% | |
| 7/16/2025 | ORG Partners LLC | 5,491 | $281K | 0.1% | N/A | 0.003% | |
| 7/16/2025 | Amarillo National Bank | 500,872 | $25.59M | 4.8% | -6.2% | 0.245% | |
| 7/14/2025 | AdvisorNet Financial Inc | 3,701 | $189K | 0.0% | +26.7% | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 102,980 | $5.26M | 0.1% | +121.1% | 0.050% | |
| 7/9/2025 | Finley Financial LLC | 15,030 | $768K | 0.4% | +29.2% | 0.007% | |
| 7/9/2025 | Exchange Bank | 22,592 | $1.15M | 0.9% | -2.3% | 0.011% | |
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| 7/9/2025 | Christopher J. Hasenberg Inc | 20,911 | $1.07M | 0.4% | +937.3% | 0.010% | |
| 7/8/2025 | Parallel Advisors LLC | 894 | $46K | 0.0% | +11,075.0% | 0.000% | |
| 7/7/2025 | Horizons Wealth Management | 22,795 | $1.17M | 0.8% | -3.4% | 0.011% | |
| 5/16/2025 | NewEdge Advisors LLC | 3,061 | $153K | 0.0% | -80.9% | 0.002% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,915 | $296K | 0.0% | -22.9% | 0.004% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,293 | $565K | 0.0% | +9.2% | 0.008% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 547 | $27K | 0.0% | +1,063.8% | 0.000% | |
| 5/12/2025 | JPMorgan Chase & Co. | 15,011,721 | $750.44M | 0.1% | +5.3% | 10.982% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,130 | $206K | 0.2% | N/A | 0.003% | |
| 5/7/2025 | NYL Investors LLC | 323,700 | $16.18M | 1.0% | +3.2% | 0.237% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 13,937 | $697K | 0.2% | +2.3% | 0.010% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 18,513 | $939K | 0.4% | -1.8% | 0.014% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 26,035 | $1.30M | 0.0% | -7.9% | 0.019% | |
| 5/2/2025 | BIP Wealth LLC | 172,369 | $8.62M | 0.6% | +3.3% | 0.126% | |
| 5/1/2025 | Fifth Third Securities Inc. | 13,887 | $694K | 0.1% | +6.3% | 0.010% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 2,016 | $101K | 0.0% | +11.6% | 0.001% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 21,259 | $1.06M | 0.2% | +11.7% | 0.016% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 522,072 | $26.10M | 5.7% | N/A | 0.382% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 681 | $34K | 0.0% | -26.2% | 0.000% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 18,368 | $918K | 0.2% | +15.7% | 0.013% | |
| 4/29/2025 | Bank of New York Mellon Corp | 25,285 | $1.26M | 0.0% | +221.1% | 0.019% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,109 | $55K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Columbia River Financial Group LLC | 23,046 | $1.15M | 0.8% | +1.6% | 0.017% | |
| 4/28/2025 | Private Trust Co. NA | 7,098 | $355K | 0.0% | -32.9% | 0.005% | |
| 4/24/2025 | Aspect Partners LLC | 167,832 | $8.39M | 4.8% | +10.8% | 0.125% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 106,024 | $5.30M | 0.4% | +1.2% | 0.079% | |
| 4/22/2025 | Amarillo National Bank | 534,098 | $26.70M | 5.2% | +5.2% | 0.397% | |
| 4/22/2025 | Innealta Capital LLC | 14,171 | $708K | 0.4% | -13.8% | 0.011% | |
| 4/22/2025 | Appleton Partners Inc. MA | 122,989 | $6.15M | 0.5% | +5.8% | 0.091% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 12,906 | $645K | 0.1% | N/A | 0.010% | |
| 4/17/2025 | NBT Bank N A NY | 34,111 | $1.71M | 0.1% | +175.2% | 0.025% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 1,917 | $96K | 0.0% | +24.7% | 0.001% | |
| 4/15/2025 | Exchange Bank | 23,121 | $1.16M | 0.9% | -3.3% | 0.017% | |
| 4/14/2025 | Farther Finance Advisors LLC | 46,570 | $2.33M | 0.1% | +23.6% | 0.035% | |
| 4/14/2025 | Regent Peak Wealth Advisors LLC | 5,033 | $252K | 0.1% | N/A | 0.004% | |
| 4/14/2025 | WealthNavi Inc. | 3,408,794 | $170.41M | 1.9% | +33.3% | 2.531% | |
| 4/11/2025 | City State Bank | 37,875 | $1.89M | 0.6% | +3.8% | 0.028% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 26,299 | $1.32M | 1.0% | +2.1% | 0.020% | |
| 2/19/2025 | Columbia River Financial Group LLC | 22,687 | $1.13M | 0.8% | N/A | 0.019% | |
| 2/18/2025 | Sunbelt Securities Inc. | 3,716 | $186K | 0.0% | -12.0% | 0.003% | |
| 2/18/2025 | Continuum Advisory LLC | 85,018 | $4.24M | 0.5% | +1.5% | 0.072% | |
| 2/17/2025 | BIP Wealth LLC | 166,895 | $8.33M | 0.6% | +4.8% | 0.142% | |
| 2/17/2025 | BNP Paribas Financial Markets | 782 | $39K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Ameriprise Financial Inc. | 174,873 | $8.73M | 0.0% | -1.0% | 0.149% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 212,417 | $10.60M | 6.4% | N/A | 0.181% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 7,674 | $383K | 0.0% | N/A | 0.007% | |
| 2/14/2025 | Syon Capital LLC | 701,970 | $35.04M | 3.2% | -42.1% | 0.597% | |
| 2/13/2025 | NewEdge Advisors LLC | 16,047 | $801K | 0.0% | +10.5% | 0.014% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 151,485 | $7.56M | 0.1% | -2.8% | 0.129% | |
| 2/12/2025 | OLD Mission Capital LLC | 10,340 | $516K | 0.0% | N/A | 0.009% | |
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| 2/12/2025 | JPMorgan Chase & Co. | 14,255,185 | $711.62M | 0.1% | +10.4% | 12.117% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 104,808 | $5.23M | 0.4% | -0.3% | 0.089% | |
| 2/10/2025 | Farther Finance Advisors LLC | 37,671 | $1.88M | 0.1% | +191.3% | 0.032% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 5,702 | $285K | 0.0% | +49.1% | 0.005% | |
| 2/7/2025 | NBT Bank N A NY | 12,396 | $619K | 0.0% | +3.8% | 0.011% | |
| 2/7/2025 | Horan Securities Inc. | 5,670 | $283K | 0.1% | -8.1% | 0.005% | |
| 2/7/2025 | Jackson Creek Investment Advisors LLC | 13,618 | $680K | 0.2% | +1.9% | 0.012% | |
| 2/6/2025 | WealthNavi Inc. | 2,557,308 | $127.66M | 1.5% | +22.2% | 2.174% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 28,273 | $1.41M | 0.0% | -6.3% | 0.024% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,887,870 | $343.84M | 0.3% | +9.8% | 5.855% | |
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