| 7/18/2025 | Vicus Capital | 18,102 | $2.10M | 0.2% | +2.8% | 0.045% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 4,826 | $561K | 0.0% | -2.0% | 0.012% | |
| 7/18/2025 | First Pacific Financial | 7,779 | $904K | 0.1% | -2.7% | 0.019% | |
| 7/18/2025 | Trilogy Capital Inc. | 3,044 | $354K | 0.0% | +9.4% | 0.008% | |
| 7/18/2025 | Forbes J M & Co. LLP | 26,938 | $3.13M | 0.3% | +5.2% | 0.067% | |
| 7/18/2025 | Rogco LP | 7,723 | $897K | 0.3% | -8.7% | 0.019% | |
| 7/18/2025 | PFG Investments LLC | 94,359 | $10.96M | 0.6% | +0.9% | 0.236% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 8,642 | $1.00M | 0.1% | -4.3% | 0.022% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 28,636 | $3.33M | 0.4% | -2.0% | 0.072% | |
| 7/18/2025 | Truist Financial Corp | 186,536 | $21.67M | 0.0% | -1.2% | 0.466% | |
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| 7/17/2025 | One Wealth Advisors LLC | 42,976 | $4.99M | 0.7% | -1.7% | 0.107% | |
| 7/17/2025 | Trivium Point Advisory LLC | 2,771 | $322K | 0.0% | -15.2% | 0.007% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 52,561 | $6.11M | 0.0% | +20.1% | 0.131% | |
| 7/17/2025 | New Covenant Trust Company N.A. | 2,256 | $261K | 0.2% | N/A | 0.006% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 4,811 | $559K | 0.1% | -2.9% | 0.012% | |
| 7/17/2025 | Hengehold Capital Management LLC | 3,887 | $452K | 0.0% | -6.9% | 0.010% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 16,654 | $1.94M | 0.5% | -0.5% | 0.041% | |
| 7/16/2025 | Diversified Enterprises LLC | 34,360 | $3.99M | 0.3% | +20.1% | 0.085% | |
| 7/16/2025 | Cove Private Wealth LLC | 1,866 | $217K | 0.1% | N/A | 0.005% | |
| 7/16/2025 | Kathmere Capital Management LLC | 6,310 | $733K | 0.1% | -30.7% | 0.016% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 49,577 | $5.76M | 0.2% | +2.8% | 0.123% | |
| 7/16/2025 | Perigon Wealth Management LLC | 48,115 | $5.59M | 0.1% | -19.6% | 0.120% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 3,473 | $403K | 0.3% | -5.7% | 0.009% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 36,811 | $4.28M | 0.9% | +1.6% | 0.091% | |
| 7/15/2025 | Fifth Third Bancorp | 9,276 | $1.08M | 0.0% | -1.8% | 0.023% | |
| 7/15/2025 | Retirement Income Solutions Inc | 4,392 | $510K | 0.1% | -23.7% | 0.011% | |
| 7/15/2025 | Hall Laurie J Trustee | 3,350 | $389K | 0.1% | N/A | 0.008% | |
| 7/14/2025 | Golden State Equity Partners | 1,804 | $210K | 0.0% | -69.3% | 0.004% | |
| 7/14/2025 | Acropolis Investment Management LLC | 8,018 | $931K | 0.1% | -1.4% | 0.020% | |
| 7/14/2025 | S.A. Mason LLC | 4,651 | $540K | 0.3% | N/A | 0.012% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 3,298 | $383K | 0.0% | -3.6% | 0.008% | |
| 7/14/2025 | Park Avenue Securities LLC | 171,561 | $19.93M | 0.2% | -0.4% | 0.426% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 10,150 | $1.18M | 0.4% | -5.6% | 0.025% | |
| 7/11/2025 | Capital Advantage Inc. | 2,081 | $242K | 0.0% | -37.3% | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,726 | $1.48M | 0.0% | +0.7% | 0.032% | |
| 7/11/2025 | CX Institutional | 14,443 | $1.68M | 0.1% | -6.0% | 0.036% | |
| 7/11/2025 | Myecfo LLC | 2,560 | $297K | 0.1% | -34.4% | 0.006% | |
| 7/11/2025 | My Legacy Advisors LLC | 2,698 | $318K | 0.1% | -18.6% | 0.007% | |
| 7/11/2025 | Essex Savings Bank | 1,809 | $210K | 0.1% | N/A | 0.004% | |
| 7/11/2025 | Diversified Trust Co | 1,882 | $219K | 0.0% | N/A | 0.005% | |
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| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 646 | $75K | 0.0% | N/A | 0.002% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 16,460 | $1.91M | 0.2% | -0.6% | 0.041% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 6,174 | $717K | 0.3% | -3.0% | 0.015% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,236 | $2.38M | 0.0% | -2.1% | 0.050% | |
| 7/10/2025 | Sharkey Howes & Javer | 24,555 | $2.85M | 0.4% | -1.8% | 0.061% | |
| 7/10/2025 | Focus Financial Network Inc. | 10,125 | $1.18M | 0.0% | -16.6% | 0.025% | |
| 7/10/2025 | Sovran Advisors LLC | 4,894 | $571K | 0.1% | +79.4% | 0.012% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 15,036 | $1.75M | 0.0% | +2.2% | 0.037% | |
| 7/8/2025 | Prism Advisors Inc. | 4,274 | $496K | 0.1% | -20.5% | 0.011% | |
| 7/8/2025 | MRA Advisory Group | 2,874 | $334K | 0.2% | +16.0% | 0.007% | |
| 7/8/2025 | Gradient Investments LLC | 41,951 | $4.87M | 0.1% | -15.5% | 0.104% | |
| 7/7/2025 | Investors Research Corp | 15,166 | $1.76M | 0.3% | +0.7% | 0.038% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 3,072 | $356K | 0.0% | +44.8% | 0.008% | |
| 7/7/2025 | Zevenbergen Capital Investments LLC | 6,075 | $706K | 0.0% | -10.0% | 0.015% | |
| 7/7/2025 | Bangor Savings Bank | 25,694 | $2.99M | 0.3% | -1.5% | 0.064% | |
| 7/7/2025 | Centurion Wealth Management LLC | 2,735 | $318K | 0.1% | -3.3% | 0.007% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 11,204 | $1.30M | 0.2% | -24.6% | 0.028% | |
| 5/20/2025 | Focus Partners Wealth | 49,121 | $5.03M | 0.0% | -27.0% | 0.120% | |
| 5/19/2025 | SageView Advisory Group LLC | 41,880 | $4.29M | 0.2% | -33.2% | 0.102% | |
| 5/19/2025 | SCS Capital Management LLC | 68,769 | $7.04M | 0.1% | N/A | 0.168% | |
| 5/16/2025 | Ascent Group LLC | 4,646 | $476K | 0.0% | +37.7% | 0.011% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 3,289 | $337K | 0.0% | -8.2% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 269,934 | $27.64M | 0.0% | +7.1% | 0.667% | |
| 5/16/2025 | Kestra Investment Management LLC | 2,021 | $207K | 0.0% | +27.4% | 0.005% | |
| 5/16/2025 | Jones Financial Companies Lllp | 55,134 | $5.65M | 0.0% | +458.0% | 0.133% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 3,956 | $405K | 0.3% | N/A | 0.010% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,487 | $2.92M | 0.0% | +16.3% | 0.069% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 31,168 | $3.19M | 0.0% | -1.8% | 0.075% | |
| 5/16/2025 | Copperleaf Capital LLC | 5,227 | $535K | 0.3% | -12.3% | 0.013% | |
| 5/16/2025 | AlTi Global Inc. | 3,725 | $381K | 0.0% | -3.9% | 0.009% | |
| 5/15/2025 | EP Wealth Advisors LLC | 15,084 | $1.55M | 0.0% | +1.1% | 0.036% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,460 | $559K | 0.0% | +55.9% | 0.013% | |
| 5/15/2025 | One Wealth Capital Management LLC | 7,236 | $741K | 0.4% | +4.9% | 0.017% | |
| 5/15/2025 | Flputnam Investment Management Co. | 5,251 | $538K | 0.0% | +9.0% | 0.013% | |
| 5/15/2025 | Royal Bank of Canada | 159,822 | $16.37M | 0.0% | +3.3% | 0.387% | |
| 5/15/2025 | Betterment LLC | 409,944 | $41.98M | 0.1% | -3.6% | 0.991% | |
| 5/15/2025 | MAI Capital Management | 1,901 | $195K | 0.0% | +11.2% | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 9,329 | $955K | 0.0% | -5.0% | 0.023% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 4,813 | $493K | 0.1% | -14.5% | 0.012% | |
| 5/14/2025 | Comerica Bank | 67,722 | $6.94M | 0.0% | -6.1% | 0.164% | |
| 5/14/2025 | Freedom Investment Management Inc. | 3,028 | $310K | 0.0% | +64.4% | 0.007% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 30,692 | $3.14M | 0.0% | -8.0% | 0.074% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 11,932 | $1.22M | 0.1% | +228.1% | 0.029% | |
| 5/14/2025 | Kestra Advisory Services LLC | 20,282 | $2.08M | 0.0% | -15.4% | 0.049% | |
| 5/14/2025 | Rede Wealth LLC | 6,074 | $622K | 0.2% | -9.8% | 0.015% | |
| 5/14/2025 | Ameriprise Financial Inc. | 989,124 | $101.33M | 0.0% | +5.2% | 2.392% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 8,886 | $910K | 0.1% | -14.9% | 0.021% | |
| 5/14/2025 | Capital Analysts LLC | 3,176 | $325K | 0.0% | +8.1% | 0.008% | |
| 5/14/2025 | Erste Asset Management GmbH | 52,207 | $5.35M | 0.1% | -11.9% | 0.126% | |
| 5/14/2025 | RWA Wealth Partners LLC | 8,802 | $901K | 0.0% | -2.3% | 0.021% | |
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| 5/13/2025 | Aptus Capital Advisors LLC | 16,230 | $1.66M | 0.0% | -5.3% | 0.039% | |
| 5/13/2025 | Moment Partners LLC | 34,336 | $3.52M | 0.7% | -2.4% | 0.083% | |
| 5/13/2025 | Raymond James Financial Inc. | 197,360 | $20.21M | 0.0% | +3.6% | 0.477% | |
| 5/13/2025 | Somerset Group LLC | 2,576 | $264K | 0.2% | +8.8% | 0.006% | |
| 5/13/2025 | Cresset Asset Management LLC | 20,438 | $2.09M | 0.0% | -20.6% | 0.049% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 21,863 | $2.24M | 0.4% | -3.2% | 0.053% | |
| 5/13/2025 | Gen Wealth Partners Inc | 3,059 | $313K | 0.1% | -3.8% | 0.007% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 6,226 | $638K | 0.0% | -9.3% | 0.015% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 46,509 | $4.76M | 0.0% | -2.5% | 0.112% | |
| 5/13/2025 | Harfst & Associates Inc. | 7,494 | $767K | 0.2% | -2.0% | 0.018% | |
