| 8/29/2025 | Evolution Wealth Management Inc. | 4,211 | $211K | 0.3% | N/A | 0.006% | |
| 8/29/2025 | Total Investment Management Inc. | 1,000 | $50K | 0.0% | N/A | 0.001% | |
| 8/29/2025 | Centaurus Financial Inc. | 36,322 | $1.82M | 0.1% | +14.7% | 0.050% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 46,043 | $2.31M | 0.0% | N/A | 0.063% | |
| 8/25/2025 | Silverlake Wealth Management LLC | 44,573 | $2.23M | 0.6% | -2.3% | 0.061% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 9,243 | $463K | 0.0% | N/A | 0.013% | |
| 8/19/2025 | Asset Dedication LLC | 12,503 | $627K | 0.0% | +1.6% | 0.017% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 9,651 | $484K | 0.0% | +21.1% | 0.013% | |
| 8/18/2025 | Kestra Investment Management LLC | 6,081 | $305K | 0.0% | -11.5% | 0.008% | |
| 8/15/2025 | Nikulski Financial Inc. | 93,319 | $4.68M | 1.3% | +0.2% | 0.128% | |
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| 8/15/2025 | Tower Research Capital LLC TRC | 13,219 | $663K | 0.0% | N/A | 0.018% | |
| 8/15/2025 | Corient Private Wealth LLC | 78,330 | $3.93M | 0.0% | +111.8% | 0.107% | |
| 8/15/2025 | Equitable Holdings Inc. | 106,535 | $5.34M | 0.0% | +0.7% | 0.146% | |
| 8/15/2025 | Captrust Financial Advisors | 77,844 | $3.90M | 0.0% | -4.2% | 0.107% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 28,818 | $1.44M | 0.0% | -5.2% | 0.040% | |
| 8/15/2025 | MML Investors Services LLC | 132,004 | $6.62M | 0.0% | +2.6% | 0.181% | |
| 8/15/2025 | Modern Wealth Management LLC | 9,157 | $459K | 0.0% | -8.9% | 0.013% | |
| 8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 16,903 | $847K | 0.1% | -61.7% | 0.023% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 33,872 | $1.70M | 0.0% | -14.6% | 0.046% | |
| 8/15/2025 | Curi Capital LLC | 222,102 | $11.13M | 0.2% | +21.7% | 0.305% | |
| 8/15/2025 | Bank of America Corp DE | 4,857,397 | $243.45M | 0.0% | +5.2% | 6.663% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,375,500 | $68.95M | 0.0% | -9.2% | 1.887% | |
| 8/14/2025 | Connecticut Wealth Management LLC | 22,469 | $1.13M | 0.1% | -2.5% | 0.031% | |
| 8/14/2025 | Jane Street Group LLC | 24,335 | $1.22M | 0.0% | N/A | 0.033% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,127,273 | $56.50M | 0.0% | -0.6% | 1.546% | |
| 8/14/2025 | Betterment LLC | 14,198 | $712K | 0.0% | +7.7% | 0.019% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 77,139 | $3.87M | 0.3% | -2.1% | 0.106% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 130,223 | $6.53M | 0.5% | +1.8% | 0.179% | |
| 8/14/2025 | NewEdge Advisors LLC | 10,224 | $512K | 0.0% | +68.0% | 0.014% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 20,323 | $1.02M | 0.0% | +20.1% | 0.028% | |
| 8/14/2025 | Navis Wealth Advisors LLC | 15,611 | $782K | 0.7% | -23.7% | 0.021% | |
| 8/14/2025 | Cerity Partners LLC | 10,370 | $520K | 0.0% | -18.5% | 0.014% | |
| 8/13/2025 | Rockport Wealth LLC | 14,265 | $715K | 0.2% | -15.8% | 0.020% | |
| 8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 22,986 | $1.15M | 0.3% | -14.9% | 0.032% | |
| 8/13/2025 | Capital Advisors Wealth Management LLC | 5,431 | $272K | 0.0% | +10.0% | 0.007% | |
| 8/13/2025 | Great Diamond Partners LLC | 21,546 | $1.08M | 0.2% | -2.8% | 0.030% | |
| 8/13/2025 | Baird Financial Group Inc. | 450,491 | $22.58M | 0.0% | -0.5% | 0.618% | |
| 8/13/2025 | First Trust Advisors LP | 4,213 | $211K | 0.0% | N/A | 0.006% | |
| 8/13/2025 | Invesco Ltd. | 8,084 | $405K | 0.0% | -7.4% | 0.011% | |
| 8/13/2025 | IAG Wealth Partners LLC | 470,660 | $23.59M | 3.1% | -2.9% | 0.646% | |
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| 8/13/2025 | Beacon Pointe Advisors LLC | 53,807 | $2.70M | 0.0% | -7.0% | 0.074% | |
| 8/13/2025 | Lido Advisors LLC | 277,530 | $13.91M | 0.1% | -2.0% | 0.381% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 201,613 | $10.11M | 0.0% | -1.9% | 0.277% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 17,220 | $863K | 0.0% | +52.1% | 0.024% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 21,278 | $1.07M | 0.0% | +4.1% | 0.029% | |
| 8/12/2025 | Global Retirement Partners LLC | 8,873 | $445K | 0.0% | N/A | 0.012% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 522,008 | $26.16M | 0.4% | +4.6% | 0.716% | |
| 8/12/2025 | Vestor Capital LLC | 1,317 | $66K | 0.0% | -98.0% | 0.002% | |
| 8/12/2025 | MAI Capital Management | 339,307 | $17.01M | 0.1% | +1.9% | 0.465% | |
| 8/12/2025 | JPMorgan Chase & Co. | 314,509 | $15.76M | 0.0% | +0.7% | 0.431% | |
| 8/12/2025 | Weaver Consulting Group | 4,339 | $217K | 0.1% | N/A | 0.006% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 99,770 | $5.08M | 0.0% | -2.5% | 0.137% | |
| 8/11/2025 | Wealthspire Advisors LLC | 40,562 | $2.03M | 0.0% | +2.1% | 0.056% | |
| 8/11/2025 | United Advisor Group LLC | 145,258 | $7.28M | 1.3% | +0.9% | 0.199% | |
| 8/11/2025 | Culbertson A N & Co. Inc. | 28,251 | $1.42M | 0.2% | -8.4% | 0.039% | |
| 8/11/2025 | Western Wealth Management LLC | 9,058 | $454K | 0.0% | -4.1% | 0.012% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 266,789 | $13.37M | 0.0% | +2.4% | 0.366% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 20,447 | $1.03M | 0.4% | -4.7% | 0.028% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 39,129 | $1.96M | 0.0% | +16.4% | 0.054% | |
| 8/8/2025 | Cetera Investment Advisers | 529,675 | $26.55M | 0.0% | -0.7% | 0.727% | |
| 8/8/2025 | Creative Planning | 1,517,613 | $76.06M | 0.1% | -0.7% | 2.082% | |
| 8/8/2025 | WealthShield Partners LLC | 25,923 | $1.30M | 0.2% | -3.5% | 0.036% | |
| 8/8/2025 | Meridian Wealth Management LLC | 82,247 | $4.12M | 0.2% | +1.8% | 0.113% | |
| 8/8/2025 | Intrua Financial LLC | 53,961 | $2.71M | 0.4% | +7.3% | 0.074% | |
| 8/7/2025 | Cascade Financial Partners LLC | 88,710 | $4.45M | 0.5% | -4.2% | 0.122% | |
| 8/7/2025 | Montag A & Associates Inc. | 3,679 | $184K | 0.0% | -75.9% | 0.005% | |
| 8/7/2025 | Midland Wealth Advisors LLC | 48,362 | $2.42M | 0.1% | -8.7% | 0.066% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 76,255 | $3.82M | 0.5% | +5.2% | 0.105% | |
| 8/7/2025 | Allworth Financial LP | 12,943 | $649K | 0.0% | +9.3% | 0.018% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 14,960 | $750K | 0.1% | -12.2% | 0.021% | |
| 8/7/2025 | Midwest Trust Co | 69,228 | $3.47M | 0.0% | N/A | 0.095% | |
| 8/6/2025 | AE Wealth Management LLC | 271,347 | $13.60M | 0.1% | +11.5% | 0.372% | |
| 8/6/2025 | KCM Investment Advisors LLC | 7,670 | $384K | 0.0% | N/A | 0.011% | |
| 8/6/2025 | Modera Wealth Management LLC | 117,650 | $5.90M | 0.1% | -3.0% | 0.161% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 32,207 | $1.61M | 0.1% | -8.5% | 0.044% | |
| 8/6/2025 | Long Run Wealth Advisors LLC | 106,909 | $5.36M | 1.1% | +2.2% | 0.147% | |
| 8/6/2025 | SouthState Corp | 91,345 | $4.58M | 0.2% | +5.1% | 0.125% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 390,289 | $19.56M | 0.4% | N/A | 0.535% | |
| 8/6/2025 | Moors & Cabot Inc. | 4,832 | $242K | 0.0% | -6.1% | 0.007% | |
| 8/6/2025 | Simmons Bank | 19,454 | $975K | 0.1% | -9.2% | 0.027% | |
| 8/5/2025 | NewSquare Capital LLC | 24,158 | $1.21M | 0.1% | +8.9% | 0.033% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 43,391 | $2.18M | 0.2% | -2.6% | 0.059% | |
| 8/5/2025 | Huntington National Bank | 340,584 | $17.07M | 0.1% | +2.0% | 0.467% | |
| 8/5/2025 | Key Financial Inc | 7,248 | $363K | 0.1% | +8.3% | 0.010% | |
| 8/5/2025 | Marion Wealth Management | 269,680 | $13.52M | 3.4% | +3.0% | 0.370% | |
| 8/5/2025 | Bank of Montreal Can | 8,023 | $402K | 0.0% | -15.7% | 0.011% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 6,357 | $319K | 0.0% | -3.2% | 0.009% | |
| 8/4/2025 | Linscomb Wealth Inc. | 1,831,348 | $91.79M | 4.2% | +0.6% | 2.510% | |
| 8/4/2025 | IFG Advisory LLC | 91,069 | $4.56M | 0.2% | +12.5% | 0.125% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 18,501 | $927K | 0.0% | -10.5% | 0.025% | |
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| 8/4/2025 | Prairie Wealth Advisors Inc. | 20,374 | $1.02M | 0.4% | +3.2% | 0.028% | |
| 8/4/2025 | Atria Investments Inc | 111,333 | $5.58M | 0.1% | +13.4% | 0.153% | |
| 8/4/2025 | Assetmark Inc. | 1,015 | $51K | 0.0% | +328.3% | 0.001% | |
| 8/4/2025 | Keybank National Association OH | 496,979 | $24.91M | 0.1% | +1.8% | 0.681% | |
| 8/4/2025 | Spire Wealth Management | 1,855 | $93K | 0.0% | -46.8% | 0.003% | |
| 8/4/2025 | Arkadios Wealth Advisors | 24,666 | $1.24M | 0.0% | +330.4% | 0.034% | |
| 8/4/2025 | Bristlecone Advisors LLC | 22,250 | $1.12M | 0.1% | -1.1% | 0.031% | |
| 8/4/2025 | Wealth Management Associates Inc. | 7,069 | $354K | 0.1% | +7.3% | 0.010% | |
| 8/1/2025 | Milestone Asset Management Group LLC | 10,482 | $525K | 0.4% | -39.4% | 0.014% | |
| 8/1/2025 | Anson Capital Inc. | 11,449 | $574K | 0.5% | +4.2% | 0.016% | |
