| 8/20/2025 | Coppell Advisory Solutions LLC | 7,957 | $526K | 0.1% | N/A | 0.008% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 3,169 | $210K | 0.0% | N/A | 0.003% | |
| 8/19/2025 | Advisory Services Network LLC | 9,059 | $583K | 0.0% | -51.7% | 0.009% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 2,978 | $197K | 0.0% | +93.5% | 0.003% | |
| 8/18/2025 | Ashford Capital Management Inc. | 101,959 | $6.75M | 0.8% | -1.9% | 0.097% | |
| 8/15/2025 | Blue Edge Capital LLC | 466,657 | $30.89M | 4.6% | +20.2% | 0.446% | |
| 8/15/2025 | Corient Private Wealth LLC | 4,151 | $275K | 0.0% | N/A | 0.004% | |
| 8/15/2025 | Captrust Financial Advisors | 115,851 | $7.67M | 0.0% | N/A | 0.111% | |
| 8/15/2025 | Palisade Capital Management LP | 174,712 | $11.57M | 0.3% | +5.7% | 0.167% | |
| 8/15/2025 | MML Investors Services LLC | 1,044,877 | $69.17M | 0.2% | +0.7% | 0.999% | |
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| 8/15/2025 | IHT Wealth Management LLC | 25,343 | $1.68M | 0.0% | +13.9% | 0.024% | |
| 8/15/2025 | BNP Paribas Financial Markets | 7,822 | $518K | 0.0% | +26,872.4% | 0.007% | |
| 8/15/2025 | Bank of America Corp DE | 3,097,196 | $205.03M | 0.0% | +1.0% | 2.961% | |
| 8/15/2025 | Ameriprise Financial Inc. | 347,748 | $22.96M | 0.0% | +31.6% | 0.332% | |
| 8/14/2025 | Raymond James Financial Inc. | 820,909 | $54.34M | 0.0% | -3.5% | 0.785% | |
| 8/14/2025 | Betterment LLC | 224,406 | $14.86M | 0.0% | +35.6% | 0.215% | |
| 8/14/2025 | Karpus Management Inc. | 475,630 | $31.49M | 1.0% | +1.0% | 0.455% | |
| 8/14/2025 | Quantinno Capital Management LP | 7,207 | $477K | 0.0% | +26.8% | 0.007% | |
| 8/14/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 484,173 | $32.05M | 0.0% | -54.2% | 0.463% | |
| 8/14/2025 | NewEdge Advisors LLC | 23,248 | $1.54M | 0.0% | +2.4% | 0.022% | |
| 8/14/2025 | Cerity Partners LLC | 54,971 | $3.64M | 0.0% | +50.6% | 0.053% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 29,336 | $1.94M | 0.0% | +30.0% | 0.028% | |
| 8/13/2025 | Quantum Portfolio Management LLC | 8,645 | $572K | 0.3% | N/A | 0.008% | |
| 8/13/2025 | StoneX Group Inc. | 9,475 | $627K | 0.0% | +9.2% | 0.009% | |
| 8/13/2025 | SageView Advisory Group LLC | 3,579 | $236K | 0.0% | N/A | 0.003% | |
| 8/13/2025 | Cresset Asset Management LLC | 3,330 | $220K | 0.0% | -38.6% | 0.003% | |
| 8/13/2025 | Amundi | 167,088 | $11.08M | 0.0% | +6.6% | 0.160% | |
| 8/13/2025 | SCS Capital Management LLC | 12,705 | $841K | 0.0% | +2.0% | 0.012% | |
| 8/13/2025 | GeoWealth Management LLC | 13,032 | $863K | 0.0% | +6.0% | 0.012% | |
| 8/13/2025 | Baird Financial Group Inc. | 94,111 | $6.23M | 0.0% | +188.1% | 0.090% | |
| 8/13/2025 | JT Stratford LLC | 3,166 | $210K | 0.0% | N/A | 0.003% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 393 | $26K | 0.0% | N/A | 0.000% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 8,515 | $564K | 0.0% | +3.9% | 0.008% | |
| 8/13/2025 | Wellspring Financial Advisors LLC | 3,183 | $211K | 0.0% | N/A | 0.003% | |
| 8/13/2025 | M&T Bank Corp | 33,685 | $2.23M | 0.0% | +512.5% | 0.032% | |
| 8/13/2025 | Willis Johnson & Associates Inc. | 51,433 | $3.41M | 0.2% | +1.0% | 0.049% | |
| 8/13/2025 | Fisher Asset Management LLC | 196,430 | $13.00M | 0.0% | -5.8% | 0.188% | |
| 8/13/2025 | Lido Advisors LLC | 55,747 | $3.69M | 0.0% | -1.6% | 0.053% | |
| 8/13/2025 | Hsbc Holdings PLC | 126,409 | $8.32M | 0.0% | +103.4% | 0.121% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 247,556 | $16.39M | 0.0% | +14.1% | 0.237% | |
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| 8/13/2025 | Choreo LLC | 30,714 | $2.03M | 0.0% | -29.3% | 0.029% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 274,466 | $18.17M | 0.0% | +6,520.0% | 0.262% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 436,285 | $28.88M | 0.2% | +92.2% | 0.417% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 30,183 | $2.00M | 0.2% | -8.6% | 0.029% | |
| 8/12/2025 | Atlantic Family Wealth LLC | 10,388 | $688K | 0.6% | -1.9% | 0.010% | |
| 8/12/2025 | Global Retirement Partners LLC | 5,391 | $357K | 0.0% | N/A | 0.005% | |
| 8/12/2025 | Barings LLC | 42,951 | $2.84M | 0.1% | -42.0% | 0.041% | |
| 8/12/2025 | Franklin Resources Inc. | 405 | $27K | 0.0% | N/A | 0.000% | |
| 8/12/2025 | JPMorgan Chase & Co. | 8,954,178 | $592.77M | 0.0% | +4.4% | 8.560% | |
| 8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 415,484 | $27.51M | 0.4% | +2.7% | 0.397% | |
| 8/12/2025 | PKS Advisory Services LLC | 3,374 | $223K | 0.1% | N/A | 0.003% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 4,317 | $285K | 0.0% | N/A | 0.004% | |
| 8/11/2025 | TRUE Private Wealth Advisors | 422,719 | $27.98M | 3.1% | +48.9% | 0.404% | |
| 8/11/2025 | Stonebrook Private Inc. | 7,860 | $520K | 0.1% | +10.4% | 0.008% | |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 49,397 | $3.27M | 0.2% | +24.2% | 0.047% | |
| 8/11/2025 | Rothschild Investment LLC | 7,994 | $529K | 0.0% | +2.0% | 0.008% | |
| 8/11/2025 | PAX Financial Group LLC | 32,714 | $2.17M | 0.4% | -15.6% | 0.031% | |
| 8/11/2025 | Y.D. More Investments Ltd | 984 | $65K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 112,263 | $7.43M | 1.1% | N/A | 0.107% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 204,231 | $13.52M | 0.0% | +181.7% | 0.195% | |
| 8/8/2025 | Cetera Investment Advisers | 715,002 | $47.33M | 0.1% | +2.1% | 0.684% | |
| 8/8/2025 | Creative Planning | 215,757 | $14.28M | 0.0% | +10.2% | 0.206% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 24,532 | $1.62M | 0.4% | +1.7% | 0.023% | |
| 8/8/2025 | MV Capital Management Inc. | 355,120 | $23.51M | 2.4% | +43.3% | 0.340% | |
| 8/8/2025 | Smithfield Trust Co | 361,485 | $23.93M | 1.1% | +3.5% | 0.346% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 37,311 | $2.47M | 0.0% | -13.2% | 0.036% | |
| 8/8/2025 | ERTS Wealth Advisors LLC | 433,730 | $28.71M | 9.9% | -42.3% | 0.415% | |
| 8/7/2025 | Americana Partners LLC | 283,862 | $18.79M | 0.6% | -48.6% | 0.271% | |
| 8/7/2025 | Altman Advisors Inc. | 228,774 | $15.14M | 5.7% | +4.7% | 0.219% | |
| 8/7/2025 | PFG Advisors | 3,539 | $234K | 0.0% | N/A | 0.003% | |
| 8/6/2025 | Prospera Financial Services Inc | 56,375 | $3.73M | 0.1% | +2.9% | 0.054% | |
| 8/6/2025 | AE Wealth Management LLC | 769 | $51K | 0.0% | +196.9% | 0.001% | |
| 8/6/2025 | Metis Global Partners LLC | 3,741 | $248K | 0.0% | N/A | 0.004% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 25,000 | $1.65M | 0.3% | +5.2% | 0.024% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 3,200 | $212K | 0.0% | N/A | 0.003% | |
| 8/6/2025 | OneAscent Family Office LLC | 3,438 | $228K | 0.2% | -7.5% | 0.003% | |
| 8/6/2025 | Flagship Private Wealth LLC | 10,831 | $717K | 0.3% | +39.8% | 0.010% | |
| 8/6/2025 | Moors & Cabot Inc. | 7,209 | $477K | 0.0% | +7.4% | 0.007% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 105,157 | $6.96M | 0.8% | +6.6% | 0.101% | |
| 8/5/2025 | Claro Advisors LLC | 6,392 | $423K | 0.1% | -75.7% | 0.006% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 29,370 | $1.94M | 0.7% | +6.7% | 0.028% | |
| 8/5/2025 | Bank of Montreal Can | 5,677 | $376K | 0.0% | +13.1% | 0.005% | |
| 8/5/2025 | Israel Discount Bank of New York | 31,901 | $2.11M | 8.0% | -2.4% | 0.030% | |
| 8/5/2025 | Sigma Planning Corp | 7,157 | $474K | 0.0% | +64.0% | 0.007% | |
| 8/5/2025 | Industrial Alliance Investment Management Inc. | 88,002 | $5.83M | 3.9% | +1.9% | 0.084% | |
| 8/5/2025 | Cambiar Investors LLC | 3,909 | $259K | 0.0% | N/A | 0.004% | |
| 8/5/2025 | Elm Partners Management LLC | 997,863 | $66.06M | 3.8% | +83.6% | 0.954% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 4,066 | $269K | 0.0% | +221.2% | 0.004% | |
| 8/4/2025 | Mccarter Private Wealth Services LLC | 9,816 | $650K | 0.4% | N/A | 0.009% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 228,759 | $15.14M | 1.0% | -1.9% | 0.219% | |
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| 8/4/2025 | AMG National Trust Bank | 57,261 | $3.79M | 0.1% | -3.2% | 0.055% | |
| 8/4/2025 | Hutchinson Capital Management CA | 5,835 | $386K | 0.1% | N/A | 0.006% | |
| 8/4/2025 | Assetmark Inc. | 1,977,837 | $130.93M | 0.3% | +9.3% | 1.891% | |
| 8/4/2025 | Arkadios Wealth Advisors | 4,013 | $266K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | World Investment Advisors | 17,601 | $1.17M | 0.0% | -4.7% | 0.017% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 152,244 | $10.08M | 0.6% | -28.7% | 0.146% | |
| 8/1/2025 | GWN Securities Inc. | 8,668 | $576K | 0.1% | +32.4% | 0.008% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 16,278 | $1.08M | 0.1% | -4.0% | 0.016% | |
| 8/1/2025 | Penobscot Wealth Management | 29,067 | $1.92M | 0.7% | -2.4% | 0.028% | |
| 8/1/2025 | Bessemer Group Inc. | 40,302 | $2.67M | 0.0% | -0.5% | 0.039% | |
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