| 8/8/2025 | Thoroughbred Financial Services LLC | 27,842 | $1.23M | 0.1% | -20.4% | 0.238% | |
| 8/8/2025 | Cetera Investment Advisers | 167,694 | $7.42M | 0.0% | +0.8% | 1.433% | |
| 8/8/2025 | Campbell Deegan Wealth Management LLC | 4,638 | $205K | 0.2% | N/A | 0.040% | |
| 8/8/2025 | L & S Advisors Inc | 18,349 | $812K | 0.1% | +16.3% | 0.157% | |
| 8/8/2025 | Accredited Investors Inc. | 4,800 | $212K | 0.0% | N/A | 0.041% | |
| 8/7/2025 | Addison Advisors LLC | 18,590 | $822K | 0.2% | +70.7% | 0.159% | |
| 8/6/2025 | Summit Wealth & Retirement Planning Inc. | 4,580 | $203K | 0.1% | N/A | 0.039% | |
| 8/5/2025 | Sigma Planning Corp | 48,659 | $2.15M | 0.1% | +4.7% | 0.416% | |
| 8/5/2025 | 5T Wealth LLC | 25,616 | $1.13M | 0.5% | +12.5% | 0.219% | |
| 8/4/2025 | Atria Investments Inc | 159,559 | $7.06M | 0.1% | +15.3% | 1.364% | |
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| 8/4/2025 | Daymark Wealth Partners LLC | 47,667 | $2.11M | 0.1% | +57.2% | 0.407% | |
| 8/4/2025 | Northwest Financial Advisors | 7,990 | $353K | 0.5% | -27.5% | 0.068% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 1,189,925 | $52.63M | 2.7% | -0.6% | 10.170% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 14,375 | $636K | 0.0% | +97.1% | 0.123% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,234 | $320K | 0.0% | -39.8% | 0.062% | |
| 7/31/2025 | MN Wealth Advisors LLC | 19,892 | $880K | 0.5% | +70.8% | 0.170% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 50,693 | $2.24M | 0.0% | -12.2% | 0.433% | |
| 7/30/2025 | Patten Group Inc. | 12,118 | $536K | 0.1% | -6.2% | 0.104% | |
| 7/30/2025 | Retirement Planning Group LLC | 19,932 | $882K | 0.0% | -21.8% | 0.170% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 961,736 | $42.54M | 1.7% | +81.5% | 8.220% | |
| 7/29/2025 | Planned Solutions Inc. | 152,636 | $6.75M | 2.6% | -38.3% | 1.305% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 31,433 | $1.39M | 0.0% | -2.4% | 0.269% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 48,365 | $2.14M | 0.0% | -12.0% | 0.413% | |
| 7/25/2025 | CWM LLC | 853,589 | $37.75M | 0.1% | +0.5% | 7.296% | |
| 7/24/2025 | Blue Trust Inc. | 18,306 | $810K | 0.0% | +91.9% | 0.156% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 4,961 | $219K | 0.1% | N/A | 0.042% | |
| 7/24/2025 | IFP Advisors Inc | 612 | $27K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 165,954 | $7.34M | 5.6% | +18.1% | 1.418% | |
| 7/23/2025 | Defined Financial Planning LLC | 161,785 | $7.21M | 6.4% | +14.7% | 1.383% | |
| 7/22/2025 | Berger Financial Group Inc | 4,542 | $201K | 0.0% | -9.3% | 0.039% | |
| 7/21/2025 | Ascent Group LLC | 4,530 | $200K | 0.0% | N/A | 0.039% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 10,899 | $482K | 0.0% | +10.9% | 0.093% | |
| 7/21/2025 | Triad Wealth Partners LLC | 6,447 | $285K | 0.1% | N/A | 0.055% | |
| 7/18/2025 | Truist Financial Corp | 8,779 | $388K | 0.0% | -34.2% | 0.075% | |
| 7/17/2025 | Mainsail Financial Group LLC | 366,260 | $16.32M | 7.6% | +0.7% | 3.130% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,092 | $314K | 0.0% | -42.2% | 0.061% | |
| 7/17/2025 | Fifth Third Securities Inc. | 50,002 | $2.21M | 0.2% | +1.3% | 0.427% | |
| 7/16/2025 | Kathmere Capital Management LLC | 143,006 | $6.33M | 0.5% | +36.2% | 1.222% | |
| 7/16/2025 | Blue Oak Capital LLC | 16,148 | $714K | 0.4% | -7.6% | 0.138% | |
| 7/14/2025 | Acropolis Investment Management LLC | 9,650 | $427K | 0.0% | -4.4% | 0.082% | |
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| 7/14/2025 | Cobblestone Asset Management LLC | 24,621 | $1.09M | 0.6% | +15.6% | 0.210% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,558 | $69K | 0.0% | +98.2% | 0.013% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 33,143 | $1.51M | 0.0% | +8.7% | 0.283% | |
| 7/9/2025 | Alesco Advisors LLC | 8,975 | $397K | 0.0% | +3.5% | 0.077% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 42,024 | $1.86M | 1.4% | -0.7% | 0.359% | |
| 7/7/2025 | Park Edge Advisors LLC | 4,750 | $210K | 0.1% | N/A | 0.041% | |
| 6/6/2025 | Blue Oak Capital LLC | 17,482 | $724K | 0.4% | +15.8% | 0.139% | |
| 5/29/2025 | Apeiron RIA LLC | 215,842 | $8.94M | 2.7% | +1.9% | 1.713% | |
| 5/19/2025 | Jane Street Group LLC | 28,130 | $1.17M | 0.0% | +66.3% | 0.223% | |
| 5/19/2025 | SCS Capital Management LLC | 17,721 | $734K | 0.0% | N/A | 0.141% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,293 | $302K | 0.0% | N/A | 0.058% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,039 | $664K | 0.0% | +17.9% | 0.127% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 94,526 | $3.92M | 0.0% | -11.6% | 0.750% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 522,173 | $21.63M | 0.1% | +1.7% | 4.144% | |
| 5/15/2025 | Royal Bank of Canada | 9,777 | $405K | 0.0% | +87.5% | 0.078% | |
| 5/14/2025 | Comerica Bank | 7,303 | $302K | 0.0% | -23.6% | 0.058% | |
| 5/14/2025 | SVB Wealth LLC | 48,516 | $2.01M | 0.1% | -46.1% | 0.385% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 74,046 | $3.07M | 0.0% | +0.5% | 0.588% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 8,360 | $346K | 0.2% | +3.2% | 0.066% | |
| 5/14/2025 | Flow Traders U.S. LLC | 24,894 | $1.03M | 0.0% | N/A | 0.198% | |
| 5/14/2025 | Capital Analysts LLC | 949 | $39K | 0.0% | +248.9% | 0.008% | |
| 5/14/2025 | RWA Wealth Partners LLC | 8,578 | $355K | 0.0% | -9.0% | 0.068% | |
| 5/13/2025 | Raymond James Financial Inc. | 132,291 | $5.48M | 0.0% | -2.4% | 1.050% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 1,196,798 | $49.57M | 2.7% | +0.4% | 9.498% | |
| 5/12/2025 | Berger Financial Group Inc | 5,009 | $207K | 0.0% | -7.0% | 0.040% | |
| 5/9/2025 | Intrust Bank NA | 72,973 | $3.02M | 0.3% | -1.2% | 0.579% | |
| 5/9/2025 | Wealthspire Advisors LLC | 9,767 | $405K | 0.0% | -27.1% | 0.078% | |
| 5/9/2025 | L & S Advisors Inc | 15,775 | $653K | 0.1% | +5.1% | 0.125% | |
| 5/8/2025 | Howard Capital Management Inc. | 10,763 | $446K | 0.0% | N/A | 0.085% | |
| 5/7/2025 | LPL Financial LLC | 980,313 | $40.61M | 0.0% | +17.7% | 7.780% | |
| 5/6/2025 | Cetera Investment Advisers | 166,347 | $6.89M | 0.0% | +19.4% | 1.320% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,548 | $271K | 0.0% | -15.5% | 0.052% | |
| 5/6/2025 | Goodwin Investment Advisory | 4,985 | $206K | 0.3% | -78.8% | 0.040% | |
| 5/5/2025 | Auxano Advisors LLC | 5,086 | $211K | 0.1% | N/A | 0.040% | |
| 5/5/2025 | Private Advisor Group LLC | 12,510 | $518K | 0.0% | -4.9% | 0.099% | |
| 5/2/2025 | Sigma Planning Corp | 46,461 | $1.92M | 0.1% | -5.5% | 0.293% | |
| 5/1/2025 | CWM LLC | 849,049 | $35.17M | 0.1% | -1.3% | 5.357% | |
| 5/1/2025 | Kathmere Capital Management LLC | 104,966 | $4.35M | 0.4% | -0.4% | 0.662% | |
| 5/1/2025 | Fifth Third Securities Inc. | 49,374 | $2.05M | 0.2% | -3.8% | 0.312% | |
| 4/30/2025 | Cerity Partners LLC | 543,784 | $22.52M | 0.0% | +0.5% | 3.431% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 60,846 | $2.51M | 0.0% | N/A | 0.384% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 12,020 | $498K | 0.0% | +14.8% | 0.076% | |
| 4/28/2025 | First Horizon Advisors Inc. | 1,164 | $48K | 0.0% | -20.7% | 0.007% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 9,832 | $407K | 0.0% | +7.3% | 0.062% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 529,993 | $21.95M | 1.0% | +44.5% | 3.344% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 52,305 | $2.03M | 0.1% | -0.7% | 0.330% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 28,955 | $1.20M | 0.1% | -82.5% | 0.183% | |
| 4/23/2025 | Perigon Wealth Management LLC | 7,152 | $296K | 0.0% | +14.6% | 0.045% | |
| 4/23/2025 | Spire Wealth Management | 5,028 | $208K | 0.0% | -12.8% | 0.032% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 30,325 | $1.26M | 0.1% | +5.7% | 0.191% | |
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| 4/22/2025 | 5T Wealth LLC | 22,764 | $943K | 0.5% | +7.5% | 0.144% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 21,302 | $882K | 0.5% | +70.7% | 0.134% | |
| 4/21/2025 | Blue Trust Inc. | 9,539 | $395K | 0.0% | -51.4% | 0.060% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 54,957 | $2.28M | 0.0% | -2.6% | 0.347% | |
| 4/21/2025 | MN Wealth Advisors LLC | 11,647 | $482K | 0.3% | -3.0% | 0.073% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 32,199 | $1.33M | 0.0% | +3.4% | 0.203% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,275 | $508K | 0.0% | +8.4% | 0.077% | |
| 4/17/2025 | Acropolis Investment Management LLC | 10,090 | $418K | 0.0% | +72.2% | 0.064% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,485 | $1.26M | 0.0% | +10.5% | 0.192% | |
| 4/16/2025 | Defined Financial Planning LLC | 141,075 | $5.84M | 5.9% | +201.0% | 0.890% | |
