| 8/15/2025 | Corient Private Wealth LLC | 9,380 | $509K | 0.0% | +98.5% | 0.016% | |
| 8/15/2025 | Captrust Financial Advisors | 160,260 | $8.69M | 0.0% | -3.6% | 0.274% | |
| 8/15/2025 | Visionary Wealth Advisors | 13,095 | $710K | 0.0% | -9.0% | 0.022% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 7,671 | $416K | 0.0% | -21.6% | 0.013% | |
| 8/15/2025 | Oxford Financial Group LTD. LLC | 1,690,960 | $91.72M | 5.4% | +1,026.5% | 2.888% | |
| 8/15/2025 | MML Investors Services LLC | 11,557 | $627K | 0.0% | -2.2% | 0.020% | |
| 8/15/2025 | Bank of America Corp DE | 966,621 | $52.43M | 0.0% | +41.7% | 1.651% | |
| 8/15/2025 | Ameriprise Financial Inc. | 116,098 | $6.30M | 0.0% | +226.4% | 0.198% | |
| 8/14/2025 | Raymond James Financial Inc. | 468,126 | $25.39M | 0.0% | +1.8% | 0.800% | |
| 8/14/2025 | Alliancebernstein L.P. | 485,649 | $26.34M | 0.0% | -0.7% | 0.829% | |
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| 8/14/2025 | The Manufacturers Life Insurance Company | 39,111 | $2.12M | 0.0% | +363.8% | 0.067% | |
| 8/14/2025 | NewEdge Advisors LLC | 25,019 | $1.36M | 0.0% | -11.2% | 0.043% | |
| 8/14/2025 | SVB Wealth LLC | 6,372 | $346K | 0.0% | -5.7% | 0.011% | |
| 8/14/2025 | Cerity Partners LLC | 76,815 | $4.17M | 0.0% | +2.4% | 0.131% | |
| 8/13/2025 | Flow Traders U.S. LLC | 86,380 | $4.69M | 0.2% | N/A | 0.148% | |
| 8/13/2025 | Cresset Asset Management LLC | 5,564 | $302K | 0.0% | -3.4% | 0.010% | |
| 8/13/2025 | Baird Financial Group Inc. | 3,817 | $207K | 0.0% | -56.1% | 0.007% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 46,808 | $2.54M | 0.2% | +3.6% | 0.080% | |
| 8/13/2025 | 1832 Asset Management L.P. | 423,429 | $22.97M | 0.0% | -50.6% | 0.723% | |
| 8/13/2025 | Fort Sheridan Advisors LLC | 4,001 | $217K | 0.0% | -25.8% | 0.007% | |
| 8/13/2025 | PACK Private Wealth LLC | 153,853 | $8.35M | 4.4% | +7.0% | 0.263% | |
| 8/13/2025 | Schroder Investment Management Group | 39,540 | $2.15M | 0.0% | -60.5% | 0.068% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,882 | $373K | 0.0% | +33.2% | 0.012% | |
| 8/13/2025 | Choreo LLC | 23,090 | $1.25M | 0.0% | -1.6% | 0.039% | |
| 8/12/2025 | Fiducient Advisors LLC | 88,238 | $4.79M | 0.6% | +1.5% | 0.151% | |
| 8/12/2025 | Rock Creek Group LP | 6,264 | $340K | 0.0% | N/A | 0.011% | |
| 8/12/2025 | Cadence Wealth Management LLC | 80,554 | $4.37M | 2.9% | +21.6% | 0.138% | |
| 8/12/2025 | JPMorgan Chase & Co. | 563,243 | $30.55M | 0.0% | -2.6% | 0.962% | |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 7,506 | $407K | 0.0% | +6.4% | 0.015% | |
| 8/11/2025 | Duff & Phelps Investment Management Co. | 49,400 | $2.68M | 0.0% | +67.7% | 0.096% | |
| 8/8/2025 | Firestone Capital Management | 17,202 | $933K | 0.2% | -10.0% | 0.033% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 75,439 | $4.09M | 0.0% | +132.8% | 0.146% | |
| 8/8/2025 | Cetera Investment Advisers | 64,979 | $3.52M | 0.0% | +4.6% | 0.126% | |
| 8/8/2025 | Creative Planning | 20,847 | $1.13M | 0.0% | +28.4% | 0.040% | |
| 8/8/2025 | Meridian Wealth Management LLC | 4,100 | $222K | 0.0% | N/A | 0.008% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 7,303 | $396K | 0.0% | +65.3% | 0.014% | |
| 8/7/2025 | Brio Consultants LLC | 28,799 | $1.56M | 0.2% | +91.7% | 0.056% | |
| 8/6/2025 | Prospera Financial Services Inc | 6,388 | $347K | 0.0% | +3.5% | 0.012% | |
| 8/6/2025 | Savant Capital LLC | 15,052 | $816K | 0.0% | N/A | 0.029% | |
| 8/5/2025 | Mason Investment Advisory Services Inc. | 11,774 | $639K | 0.0% | -10.4% | 0.023% | |
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| 8/5/2025 | Bank of New York Mellon Corp | 286,493 | $15.54M | 0.0% | -6.0% | 0.554% | |
| 8/5/2025 | Bank of Montreal Can | 159,309 | $8.64M | 0.0% | -6.2% | 0.308% | |
| 8/5/2025 | Hills Bank & Trust Co | 40,485 | $2.20M | 0.1% | N/A | 0.078% | |
| 8/4/2025 | AMG National Trust Bank | 428,714 | $23.25M | 0.6% | +11.0% | 0.830% | |
| 8/1/2025 | Redwood Park Advisors LLC | 10,873 | $590K | 0.4% | +5.7% | 0.021% | |
| 8/1/2025 | Bessemer Group Inc. | 43,291 | $2.35M | 0.0% | -51.2% | 0.084% | |
| 8/1/2025 | Brookwood Investment Group LLC | 19,954 | $1.08M | 0.2% | +18.8% | 0.039% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 182,197 | $9.88M | 0.0% | +0.4% | 0.353% | |
| 7/31/2025 | Wealthfront Advisers LLC | 33,422 | $1.81M | 0.0% | -22.1% | 0.065% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 45,736 | $2.48M | 0.2% | +14.7% | 0.089% | |
| 7/31/2025 | Money Design Co. Ltd. | 33,051 | $1.79M | 0.1% | +17.6% | 0.064% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 20,339 | $1.10M | 0.9% | -28.6% | 0.039% | |
| 7/30/2025 | Phillips Financial Management LLC | 69,848 | $3.79M | 0.3% | +19.6% | 0.135% | |
| 7/30/2025 | D.A. Davidson & CO. | 59,202 | $3.21M | 0.0% | +2.5% | 0.115% | |
| 7/30/2025 | Clune & Associates LTD. | 19,261 | $1.05M | 0.3% | -1.7% | 0.037% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,039 | $436K | 0.0% | -12.2% | 0.016% | |
| 7/29/2025 | Private Trust Co. NA | 1,815 | $98K | 0.0% | +294.6% | 0.004% | |
| 7/28/2025 | Mutual Advisors LLC | 6,300 | $357K | 0.0% | -9.1% | 0.012% | |
| 7/28/2025 | CGC Financial Services LLC | 5,894 | $320K | 0.1% | -7.0% | 0.011% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 8,431 | $457K | 0.1% | -34.3% | 0.016% | |
| 7/25/2025 | Landmark Wealth Management LLC | 36,583 | $1.98M | 0.8% | -1.1% | 0.071% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 11,644 | $632K | 0.5% | +7.8% | 0.023% | |
| 7/24/2025 | Blair William & Co. IL | 4,641 | $252K | 0.0% | -8.3% | 0.009% | |
| 7/23/2025 | Valmark Advisers Inc. | 109,402 | $5.93M | 0.1% | +23.4% | 0.212% | |
| 7/23/2025 | NBT Bank N A NY | 750 | $41K | 0.0% | +650.0% | 0.001% | |
| 7/23/2025 | Sachetta LLC | 203,795 | $11.05M | 4.4% | +19.5% | 0.394% | |
| 7/22/2025 | Sendero Wealth Management LLC | 362,282 | $19.65M | 2.5% | -16.2% | 0.701% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 27,389 | $1.49M | 0.2% | -7.2% | 0.053% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 25,038 | $1.36M | 0.0% | +135.2% | 0.048% | |
| 7/21/2025 | J2 Capital Management Inc | 10,330 | $560K | 0.4% | +3.1% | 0.020% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 172,627 | $9.36M | 3.1% | +9.5% | 0.334% | |
| 7/18/2025 | Pure Financial Advisors LLC | 1,952,602 | $105.91M | 1.9% | +2.8% | 3.779% | |
| 7/18/2025 | Lynx Investment Advisory | 16,833 | $913K | 0.6% | -45.4% | 0.033% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 4,818 | $261K | 0.2% | -11.6% | 0.009% | |
| 7/17/2025 | Sage Rhino Capital LLC | 28,054 | $1.52M | 0.3% | -1.4% | 0.054% | |
| 7/16/2025 | Prairiewood Capital LLC | 227,104 | $12.32M | 4.6% | +4.3% | 0.439% | |
| 7/16/2025 | Old Port Advisors | 9,958 | $540K | 0.1% | -13.4% | 0.019% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 33,213 | $1.80M | 1.0% | -1.7% | 0.064% | |
| 7/16/2025 | Steph & Co. | 36,576 | $1.98M | 0.6% | -15.2% | 0.071% | |
| 7/16/2025 | Perigon Wealth Management LLC | 21,103 | $1.15M | 0.0% | +1.0% | 0.041% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,724 | $202K | 0.0% | N/A | 0.007% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 123,462 | $6.70M | 3.1% | +5.1% | 0.239% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,164 | $1.41M | 0.0% | -2.1% | 0.049% | |
| 7/9/2025 | Fermata Advisors LLC | 10,190 | $553K | 0.1% | -17.9% | 0.020% | |
| 7/8/2025 | Chemistry Wealth Management LLC | 33,375 | $1.81M | 0.4% | -0.9% | 0.065% | |
| 7/8/2025 | Boltwood Capital Management | 46,200 | $2.51M | 0.7% | -9.2% | 0.089% | |
| 7/7/2025 | Versant Capital Management Inc | 167,746 | $9.10M | 1.4% | +13.5% | 0.325% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 117,468 | $6.45M | 1.2% | +15.6% | 0.227% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 4,951 | $264K | 0.0% | -72.3% | 0.010% | |
| 6/16/2025 | Lynx Investment Advisory | 30,839 | $1.64M | 1.1% | -10.6% | 0.060% | |
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| 5/20/2025 | Focus Partners Wealth | 21,587 | $1.15M | 0.0% | -25.0% | 0.041% | |
| 5/20/2025 | Nepc LLC | 730,890 | $38.92M | 1.1% | +5.5% | 1.400% | |
| 5/16/2025 | Empowered Funds LLC | 115,444 | $6.15M | 0.1% | N/A | 0.221% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 4,951 | $264K | 0.0% | -72.3% | 0.009% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,540 | $82K | 0.0% | -53.2% | 0.003% | |
| 5/16/2025 | Nepc LLC | 730,890 | $38.92M | 1.1% | +5.5% | 1.400% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,175 | $1.50M | 0.0% | +20.6% | 0.054% | |
| 5/16/2025 | Alliancebernstein L.P. | 488,986 | $26.04M | 0.0% | -19.4% | 0.937% | |
| 5/16/2025 | AQR Capital Management LLC | 26,135 | $1.39M | 0.0% | +211.2% | 0.050% | |
| 5/15/2025 | Royal Bank of Canada | 151,504 | $8.07M | 0.0% | -7.6% | 0.290% | |
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