| 8/7/2025 | Laffer Tengler Investments Inc. | 86,742 | $2.17M | 0.4% | -20.3% | 0.178% | |
| 8/6/2025 | Cherry Creek Investment Advisors Inc. | 654,183 | $16.39M | 7.7% | -7.9% | 1.343% | |
| 8/5/2025 | Bank of New York Mellon Corp | 979,802 | $24.54M | 0.0% | +2.3% | 2.012% | |
| 8/5/2025 | Uniting Wealth Partners LLC | 118,758 | $2.98M | 1.2% | +4.5% | 0.244% | |
| 8/4/2025 | Cottage Street Advisors LLC | 45,474 | $1.14M | 0.6% | +12.4% | 0.093% | |
| 8/4/2025 | Kovack Advisors Inc. | 153,428 | $3.84M | 0.4% | -0.3% | 0.315% | |
| 8/4/2025 | Assetmark Inc. | 188,651 | $4.73M | 0.0% | -94.7% | 0.387% | |
| 8/1/2025 | Mendel Money Management | 15,460 | $387K | 0.2% | +19.6% | 0.032% | |
| 8/1/2025 | James Investment Research Inc. | 200,006 | $5.01M | 0.6% | -5.7% | 0.411% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 600,557 | $15.04M | 0.0% | -2.8% | 1.233% | |
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| 7/31/2025 | Trademark Financial Management LLC | 31,171 | $781K | 0.5% | +9.1% | 0.064% | |
| 7/30/2025 | Fiduciary Planning LLC | 969,901 | $24.30M | 8.0% | -10.3% | 2.000% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 39,747 | $996K | 0.0% | +2.3% | 0.082% | |
| 7/29/2025 | Private Trust Co. NA | 2,460 | $62K | 0.0% | -72.5% | 0.005% | |
| 7/29/2025 | Vectors Research Management LLC | 317,682 | $7.96M | 2.7% | +25.7% | 0.655% | |
| 7/29/2025 | Empirical Asset Management LLC | 8,017 | $201K | 0.1% | N/A | 0.017% | |
| 7/28/2025 | Courier Capital LLC | 277,388 | $6.95M | 0.4% | +20.6% | 0.572% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 14,217 | $356K | 0.1% | +8.4% | 0.029% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 39,680 | $994K | 0.0% | -84.3% | 0.082% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 295,820 | $7.41M | 2.1% | -24.0% | 0.610% | |
| 7/25/2025 | CWM LLC | 8,830 | $221K | 0.0% | -10.2% | 0.018% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 208,376 | $5.22M | 0.1% | +856.3% | 0.430% | |
| 7/25/2025 | Cerro Pacific Wealth Advisors LLC | 333,583 | $8.36M | 2.3% | +27.9% | 0.688% | |
| 7/24/2025 | IFP Advisors Inc | 53,814 | $1.35M | 0.0% | -4.9% | 0.111% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 63,270 | $1.59M | 0.1% | +152.6% | 0.131% | |
| 7/23/2025 | Meitav Investment House Ltd. | 10,462 | $261K | 0.0% | -35.0% | 0.022% | |
| 7/22/2025 | Simplicity Wealth LLC | 21,582 | $541K | 0.0% | -50.9% | 0.045% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 18,742 | $469K | 0.0% | N/A | 0.039% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 294,116 | $7.37M | 0.5% | +4.6% | 0.611% | |
| 7/18/2025 | Truist Financial Corp | 58,776 | $1.47M | 0.0% | +102.5% | 0.122% | |
| 7/17/2025 | Wagner Wealth Management LLC | 198,318 | $4.97M | 1.1% | -1.4% | 0.412% | |
| 7/16/2025 | ORG Partners LLC | 103,334 | $2.59M | 0.6% | +7.1% | 0.215% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 336,227 | $8.42M | 0.6% | -22.1% | 0.699% | |
| 7/16/2025 | Perigon Wealth Management LLC | 38,700 | $969K | 0.0% | N/A | 0.080% | |
| 7/15/2025 | Sheets Smith Wealth Management | 9,572 | $240K | 0.0% | N/A | 0.020% | |
| 7/14/2025 | IronOak Wealth LLC. | 8,055 | $202K | 0.2% | N/A | 0.017% | |
| 7/14/2025 | Iams Wealth Management LLC | 15,099 | $378K | 0.2% | N/A | 0.031% | |
| 7/14/2025 | Sowell Financial Services LLC | 8,973 | $225K | 0.0% | N/A | 0.019% | |
| 7/11/2025 | Farther Finance Advisors LLC | 13,054 | $327K | 0.0% | -5.1% | 0.027% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 171,720 | $4.30M | 0.3% | +6.2% | 0.357% | |
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| 7/10/2025 | Sunflower Bank N.A. | 552,759 | $13.85M | 3.5% | +3.3% | 1.149% | |
| 7/9/2025 | Fiduciary Alliance LLC | 31,057 | $778K | 0.1% | -72.8% | 0.065% | |
| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 22,735 | $570K | 0.2% | -8.9% | 0.047% | |
| 7/8/2025 | Goldstone Financial Group LLC | 463,093 | $11.62M | 1.5% | +4.3% | 0.963% | |
| 5/28/2025 | Intrua Financial LLC | 29,067 | $729K | 0.1% | N/A | 0.057% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 65,286 | $1.64M | 0.1% | +4,968.8% | 0.138% | |
| 5/19/2025 | Jane Street Group LLC | 49,247 | $1.24M | 0.0% | N/A | 0.104% | |
| 5/16/2025 | Ascent Group LLC | 24,091 | $604K | 0.0% | N/A | 0.047% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 86,687 | $2.17M | 0.2% | +7.0% | 0.170% | |
| 5/16/2025 | Redwood Financial Network Corp | 28,880 | $724K | 0.6% | +2.6% | 0.057% | |
| 5/16/2025 | NewEdge Advisors LLC | 25,679 | $644K | 0.0% | -5.0% | 0.050% | |
| 5/16/2025 | Advisors Asset Management Inc. | 17,986 | $451K | 0.0% | -17.4% | 0.035% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 213,720 | $5.36M | 3.9% | +8.3% | 0.419% | |
| 5/15/2025 | Royal Bank of Canada | 75,385 | $1.89M | 0.0% | -13.3% | 0.148% | |
| 5/15/2025 | Calton & Associates Inc. | 371,590 | $9.32M | 2.1% | +1,758.4% | 0.729% | |
| 5/15/2025 | Tortoise Investment Management LLC | 4,950 | $124K | 0.0% | -16.9% | 0.010% | |
| 5/14/2025 | CreativeOne Wealth LLC | 27,580 | $692K | 0.0% | N/A | 0.054% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,477 | $112K | 0.0% | +258.2% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,047 | $1.16M | 0.0% | -13.2% | 0.090% | |
| 5/14/2025 | Laffer Tengler Investments Inc. | 108,883 | $2.73M | 0.6% | +71.4% | 0.214% | |
| 5/13/2025 | Raymond James Financial Inc. | 305,431 | $7.66M | 0.0% | +38.8% | 0.599% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 22,380 | $561K | 0.0% | +92.2% | 0.044% | |
| 5/13/2025 | Holderness Investments Co. | 78,245 | $1.96M | 0.5% | +21.5% | 0.154% | |
| 5/13/2025 | HighTower Advisors LLC | 339,229 | $8.51M | 0.0% | +5.1% | 0.666% | |
| 5/12/2025 | Invesco Ltd. | 12,471,737 | $312.79M | 0.1% | -1.5% | 24.478% | |
| 5/12/2025 | Benjamin Edwards Inc. | 27,420 | $688K | 0.0% | -55.8% | 0.054% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 252,205 | $6.33M | 0.1% | -1.9% | 0.495% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 51,064 | $1.28M | 0.1% | N/A | 0.100% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 8,855 | $222K | 0.0% | -50.8% | 0.017% | |
| 5/8/2025 | NorthRock Partners LLC | 9,786 | $245K | 0.0% | N/A | 0.019% | |
| 5/8/2025 | Arkadios Wealth Advisors | 17,637 | $442K | 0.0% | -12.5% | 0.035% | |
| 5/7/2025 | LPL Financial LLC | 4,139,340 | $103.82M | 0.0% | +25.9% | 8.124% | |
| 5/7/2025 | Texas Yale Capital Corp. | 12,513 | $314K | 0.0% | -28.6% | 0.025% | |
| 5/7/2025 | Inspire Advisors LLC | 21,955 | $551K | 0.1% | -14.6% | 0.043% | |
| 5/6/2025 | Assetmark Inc. | 3,527,911 | $88.48M | 0.2% | +1,067.1% | 6.924% | |
| 5/6/2025 | Cetera Investment Advisers | 569,677 | $14.29M | 0.0% | +77.3% | 1.118% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 492,379 | $12.35M | 0.0% | N/A | 0.966% | |
| 5/5/2025 | Lunt Capital Management Inc. | 776,471 | $19.47M | 7.1% | -8.4% | 1.524% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 35,758 | $897K | 0.0% | +3.6% | 0.070% | |
| 5/5/2025 | IFP Advisors Inc | 56,586 | $1.42M | 0.0% | +82.4% | 0.111% | |
| 5/5/2025 | Calton & Associates Inc. | 7,792 | $195K | 0.0% | -61.0% | 0.015% | |
| 5/5/2025 | Resurgent Financial Advisors LLC | 23,846 | $598K | 0.4% | -5.7% | 0.047% | |
| 5/5/2025 | Mainstay Capital Management LLC ADV | 25,051 | $628K | 0.1% | -44.0% | 0.049% | |
| 5/5/2025 | Csenge Advisory Group | 48,244 | $1.21M | 0.1% | N/A | 0.095% | |
| 5/5/2025 | Private Advisor Group LLC | 250,176 | $6.27M | 0.0% | +8.4% | 0.491% | |
| 5/2/2025 | James Investment Research Inc. | 212,012 | $5.32M | 0.7% | -1.8% | 0.411% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 45,246 | $1.14M | 0.3% | +45.3% | 0.088% | |
| 4/30/2025 | Allworth Financial LP | 1,993 | $50K | 0.0% | N/A | 0.004% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 38,868 | $975K | 0.0% | N/A | 0.075% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 618,171 | $15.50M | 0.0% | +24.9% | 1.198% | |
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| 4/29/2025 | Concurrent Investment Advisors LLC | 21,789 | $546K | 0.0% | +20.2% | 0.042% | |
| 4/29/2025 | Bank of New York Mellon Corp | 957,878 | $24.02M | 0.0% | +143.3% | 1.856% | |
| 4/29/2025 | World Investment Advisors | 15,410 | $386K | 0.0% | -60.0% | 0.030% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 130,133 | $3.26M | 0.9% | +9.6% | 0.252% | |
| 4/28/2025 | Private Trust Co. NA | 8,943 | $224K | 0.0% | +9.4% | 0.017% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 18,150 | $455K | 0.0% | N/A | 0.036% | |
| 4/25/2025 | WASHINGTON TRUST Co | 2,000 | $50K | 0.0% | N/A | 0.004% | |
| 4/25/2025 | Trademark Financial Management LLC | 28,582 | $717K | 0.5% | +31.9% | 0.057% | |
| 4/25/2025 | Uniting Wealth Partners LLC | 113,689 | $2.85M | 1.4% | -2.4% | 0.226% | |
| 4/23/2025 | Golden State Wealth Management LLC | 7,766 | $195K | 0.0% | +94.9% | 0.016% | |
