| 8/21/2025 | Pathway Financial Advisers LLC | 3,821 | $296K | 0.1% | +6.2% | 0.021% | |
| 8/19/2025 | Advisory Services Network LLC | 9,194 | $739K | 0.0% | -22.6% | 0.050% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 15,045 | $1.17M | 0.0% | -4.2% | 0.081% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 7,120 | $552K | 0.0% | +16.2% | 0.038% | |
| 8/15/2025 | MML Investors Services LLC | 16,810 | $1.30M | 0.0% | -76.2% | 0.091% | |
| 8/15/2025 | Modern Wealth Management LLC | 52,981 | $4.11M | 0.1% | +6.4% | 0.286% | |
| 8/15/2025 | IHT Wealth Management LLC | 43,295 | $3.36M | 0.1% | +6.8% | 0.234% | |
| 8/15/2025 | Bank of America Corp DE | 107,444 | $8.33M | 0.0% | -11.3% | 0.581% | |
| 8/15/2025 | Ameriprise Financial Inc. | 102,212 | $7.93M | 0.0% | -18.6% | 0.552% | |
| 8/14/2025 | Raymond James Financial Inc. | 9,514 | $738K | 0.0% | +10.4% | 0.051% | |
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| 8/14/2025 | NewEdge Advisors LLC | 90,793 | $7.04M | 0.0% | -2.2% | 0.491% | |
| 8/14/2025 | SVB Wealth LLC | 2,962 | $230K | 0.0% | N/A | 0.016% | |
| 8/13/2025 | River Wealth Advisors LLC | 2,715 | $210K | 0.0% | N/A | 0.015% | |
| 8/13/2025 | Lido Advisors LLC | 1,704,467 | $132.15M | 0.5% | +7.9% | 9.213% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 882,815 | $68.45M | 0.0% | +17.0% | 4.772% | |
| 8/13/2025 | Choreo LLC | 2,757 | $214K | 0.0% | N/A | 0.015% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 4,928 | $382K | 0.0% | N/A | 0.027% | |
| 8/12/2025 | Armor Investment Advisors LLC | 43,102 | $3.34M | 1.3% | -1.3% | 0.233% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 2,124 | $165K | 0.0% | N/A | 0.011% | |
| 8/12/2025 | JPMorgan Chase & Co. | 944 | $73K | 0.0% | +1,866.7% | 0.005% | |
| 8/12/2025 | PKS Advisory Services LLC | 4,921 | $382K | 0.1% | -12.5% | 0.027% | |
| 8/11/2025 | Kingdom Financial Group LLC. | 2,762 | $214K | 0.2% | N/A | 0.015% | |
| 8/8/2025 | MTM Investment Management LLC | 479 | $37K | 0.0% | N/A | 0.003% | |
| 8/8/2025 | Cetera Investment Advisers | 33,859 | $2.63M | 0.0% | +2.2% | 0.185% | |
| 8/8/2025 | Creative Planning | 2,925 | $227K | 0.0% | N/A | 0.016% | |
| 8/8/2025 | Meridian Wealth Management LLC | 10,436 | $809K | 0.0% | -4.2% | 0.057% | |
| 8/8/2025 | Independence Financial Advisors LLC | 83,950 | $6.51M | 2.5% | -4.9% | 0.457% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 378 | $29K | 0.0% | +51.2% | 0.002% | |
| 8/7/2025 | Montag A & Associates Inc. | 11,434 | $886K | 0.0% | +2.6% | 0.062% | |
| 8/7/2025 | Ibex Wealth Advisors | 3,700 | $287K | 0.0% | N/A | 0.020% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 2,669 | $213K | 0.0% | N/A | 0.015% | |
| 8/6/2025 | AGF Management Ltd. | 287,911 | $22.32M | 0.1% | +1.5% | 1.569% | |
| 8/6/2025 | AE Wealth Management LLC | 934,788 | $72.47M | 0.5% | +1.1% | 5.094% | |
| 8/6/2025 | Mcrae Capital Management Inc. | 5,123 | $397K | 0.1% | N/A | 0.028% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 16,547 | $1.28M | 0.5% | +1.8% | 0.090% | |
| 8/5/2025 | Advisors Preferred LLC | 3,536 | $276K | 0.0% | N/A | 0.019% | |
| 8/5/2025 | Bank of Montreal Can | 500 | $39K | 0.0% | -54.8% | 0.003% | |
| 8/5/2025 | EPG Wealth Management LLC | 30,506 | $2.37M | 0.7% | -0.7% | 0.166% | |
| 8/5/2025 | Smith Shellnut Wilson LLC ADV | 14,677 | $1.14M | 0.5% | -1.1% | 0.080% | |
| 8/5/2025 | Trail Ridge Investment Advisors LLC | 15,185 | $1.22M | 0.6% | -4.2% | 0.083% | |
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| 8/5/2025 | Lifeworks Advisors LLC | 46,413 | $3.60M | 0.5% | -10.4% | 0.253% | |
| 8/1/2025 | Purkiss Capital Advisors LLC | 3,440 | $267K | 0.1% | N/A | 0.019% | |
| 8/1/2025 | SYM FINANCIAL Corp | 365 | $28K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Penobscot Wealth Management | 29,376 | $2.28M | 0.8% | +9.2% | 0.160% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 6,051 | $469K | 0.1% | -4.5% | 0.033% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 66,869 | $5.18M | 0.0% | +48.7% | 0.364% | |
| 7/30/2025 | Brookstone Capital Management | 3,467 | $269K | 0.0% | -7.3% | 0.019% | |
| 7/30/2025 | Retirement Planning Group LLC | 4,797 | $372K | 0.0% | N/A | 0.026% | |
| 7/30/2025 | VCI Wealth Management LLC | 21,379 | $1.66M | 0.6% | +6.6% | 0.117% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 3,424 | $265K | 0.1% | -25.8% | 0.019% | |
| 7/29/2025 | Primoris Wealth Advisors LLC | 7,479 | $580K | 0.4% | -16.9% | 0.041% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 2,678 | $208K | 0.2% | N/A | 0.015% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 17,471 | $1.38M | 0.0% | -11.5% | 0.095% | |
| 7/25/2025 | MGO One Seven LLC | 10,762 | $834K | 0.0% | -2.2% | 0.059% | |
| 7/24/2025 | IFP Advisors Inc | 427 | $33K | 0.0% | -58.4% | 0.002% | |
| 7/23/2025 | Godsey & Gibb Inc. | 761 | $59K | 0.0% | +48.9% | 0.004% | |
| 7/23/2025 | Heck Capital Advisors LLC | 12,109 | $939K | 0.1% | +1.9% | 0.066% | |
| 7/22/2025 | Grimes & Company Inc. | 4,078 | $316K | 0.0% | N/A | 0.022% | |
| 7/22/2025 | Fortitude Advisory Group L.L.C. | 3,122 | $242K | 0.1% | N/A | 0.017% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 69,564 | $5.39M | 2.8% | +6.9% | 0.380% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 7,099 | $550K | 0.0% | -14.1% | 0.039% | |
| 7/21/2025 | Exchange Capital Management Inc. | 30,156 | $2.34M | 0.3% | -2.5% | 0.165% | |
| 7/21/2025 | Hilltop National Bank | 390 | $30K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | Truist Financial Corp | 20,209 | $1.57M | 0.0% | -5.9% | 0.110% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 5,134 | $399K | 0.1% | -7.1% | 0.028% | |
| 7/17/2025 | Fifth Third Securities Inc. | 27,519 | $2.13M | 0.2% | +2.5% | 0.150% | |
| 7/17/2025 | Smith Salley Wealth Management | 30,934 | $2.40M | 0.1% | +0.5% | 0.169% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 554 | $43K | 0.0% | N/A | 0.003% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 22,508 | $1.75M | 0.1% | -7.1% | 0.123% | |
| 7/16/2025 | American National Bank & Trust | 11,086 | $859K | 0.1% | +3.5% | 0.061% | |
| 7/16/2025 | Fischer Financial Services Inc. | 59,351 | $4.60M | 1.4% | +0.4% | 0.324% | |
| 7/15/2025 | Lynch & Associates IN | 25,388 | $1.97M | 0.4% | +5.2% | 0.139% | |
| 7/15/2025 | Define Financial LLC | 3,029 | $235K | 0.2% | N/A | 0.017% | |
| 7/14/2025 | Buska Wealth Management LLC | 97,427 | $7.55M | 2.1% | -26.7% | 0.532% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 32,419 | $2.51M | 0.1% | +6.2% | 0.177% | |
| 7/10/2025 | Selective Wealth Management Inc. | 2,746 | $217K | 0.1% | N/A | 0.015% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 21,010 | $1.63M | 0.3% | -1.6% | 0.115% | |
| 7/7/2025 | Trust Co. of Oklahoma | 15,690 | $1.22M | 0.4% | +2.4% | 0.086% | |
| 7/7/2025 | Roxbury Financial LLC | 14,660 | $1.14M | 1.1% | -1.3% | 0.081% | |
| 7/7/2025 | Nova Wealth Management Inc. | 9,641 | $747K | 0.5% | -16.1% | 0.053% | |
| 7/2/2025 | HBW Advisory Services LLC | 2,791 | $216K | 0.0% | N/A | 0.015% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 76,258 | $5.22M | 0.0% | N/A | 0.418% | |
| 6/2/2025 | Modern Wealth Management LLC | 49,798 | $3.41M | 0.1% | +1.3% | 0.278% | |
| 5/29/2025 | Nova Wealth Management Inc. | 11,497 | $787K | 0.7% | +26.0% | 0.064% | |
| 5/19/2025 | Jane Street Group LLC | 10,988 | $752K | 0.0% | N/A | 0.061% | |
| 5/19/2025 | SCS Capital Management LLC | 7,955 | $545K | 0.0% | N/A | 0.044% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 76,258 | $5.22M | 0.0% | N/A | 0.420% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,987 | $684K | 0.0% | +135.0% | 0.055% | |
| 5/16/2025 | Redwood Financial Network Corp | 3,726 | $255K | 0.2% | N/A | 0.021% | |
| 5/16/2025 | NewEdge Advisors LLC | 92,845 | $6.36M | 0.0% | +35.8% | 0.512% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 3,735 | $256K | 0.0% | +12.3% | 0.021% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 4,022 | $275K | 0.2% | N/A | 0.022% | |
| 5/15/2025 | Royal Bank of Canada | 122,003 | $8.35M | 0.0% | +1.5% | 0.672% | |
| 5/14/2025 | Full Sail Capital LLC | 138,427 | $9.48M | 0.6% | -4.6% | 0.763% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 754,700 | $51.67M | 0.0% | +6.4% | 4.158% | |
| 5/14/2025 | Kestra Advisory Services LLC | 74,938 | $5.13M | 0.0% | +41.8% | 0.413% | |
| 5/14/2025 | CW Advisors LLC | 10,219 | $700K | 0.0% | +1.5% | 0.056% | |
| 5/14/2025 | Summit Financial LLC | 6,650 | $455K | 0.0% | -2.7% | 0.037% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 29,784 | $2.04M | 0.0% | -57.5% | 0.164% | |
| 5/13/2025 | HighTower Advisors LLC | 78,863 | $5.40M | 0.0% | +295.4% | 0.435% | |
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