| 8/5/2025 | Towercrest Capital Management | 264,590 | $5.41M | 1.0% | -2.4% | 0.463% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 39,983 | $817K | 0.1% | -3.9% | 0.070% | |
| 8/5/2025 | Mission Wealth Management LP | 40,924 | $836K | 0.0% | -12.0% | 0.072% | |
| 8/4/2025 | Wolverine Asset Management LLC | 15,092 | $308K | 0.0% | N/A | 0.026% | |
| 8/4/2025 | Simon Quick Advisors LLC | 76,125 | $1.56M | 0.1% | N/A | 0.133% | |
| 8/4/2025 | World Investment Advisors | 59,708 | $1.22M | 0.0% | +5.2% | 0.105% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 149,841 | $3.06M | 0.0% | -28.9% | 0.262% | |
| 7/31/2025 | Wealthfront Advisers LLC | 370,355 | $7.57M | 0.0% | -47.2% | 0.649% | |
| 7/31/2025 | Sharper & Granite LLC | 91,935 | $1.88M | 0.7% | +1.9% | 0.161% | |
| 7/30/2025 | Probity Advisors Inc. | 83,498 | $1.71M | 0.3% | -8.6% | 0.146% | |
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| 7/30/2025 | WBH Advisory Inc. | 25,683 | $525K | 0.0% | -2.4% | 0.045% | |
| 7/29/2025 | Ballast Inc. | 9,885 | $202K | 0.1% | N/A | 0.017% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 7,834 | $160K | 0.0% | -13.9% | 0.014% | |
| 7/28/2025 | RFG Advisory LLC | 111,352 | $2.28M | 0.1% | +5.7% | 0.195% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 51,328 | $1.05M | 0.5% | +12.9% | 0.090% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 20,701 | $423K | 0.0% | -4.0% | 0.036% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 33,786 | $690K | 0.2% | +52.7% | 0.059% | |
| 7/25/2025 | CWM LLC | 1,596 | $33K | 0.0% | +528.3% | 0.003% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 24,566 | $502K | 0.0% | +15.9% | 0.043% | |
| 7/24/2025 | Blair William & Co. IL | 5,192 | $106K | 0.0% | -15.2% | 0.009% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 14,770 | $302K | 0.0% | N/A | 0.026% | |
| 7/23/2025 | Vontobel Holding Ltd. | 356,139 | $7.28M | 0.0% | -10.2% | 0.620% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 12,558 | $254K | 0.1% | +13.2% | 0.022% | |
| 7/22/2025 | Three Bridge Wealth Advisors LLC | 14,561 | $297K | 0.1% | -5.3% | 0.025% | |
| 7/18/2025 | SigFig Wealth Management LLC | 195,065 | $3.95M | 0.1% | +3.1% | 0.340% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,427 | $213K | 0.0% | N/A | 0.018% | |
| 7/17/2025 | Sound Income Strategies LLC | 4,171 | $85K | 0.0% | -14.1% | 0.007% | |
| 7/17/2025 | Global Trust Asset Management LLC | 2,500 | $51K | 0.0% | N/A | 0.004% | |
| 7/16/2025 | Perigon Wealth Management LLC | 14,806 | $302K | 0.0% | -49.0% | 0.026% | |
| 7/15/2025 | Fifth Third Bancorp | 71,428 | $1.46M | 0.0% | -6.2% | 0.124% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 9,826 | $201K | 0.0% | N/A | 0.017% | |
| 7/14/2025 | Sowell Financial Services LLC | 33,346 | $681K | 0.0% | +2.0% | 0.059% | |
| 7/11/2025 | Great Waters Wealth Management | 24,110 | $493K | 0.1% | -5.8% | 0.042% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 186,670 | $3.81M | 0.4% | +254.5% | 0.327% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 80,931 | $1.63M | 0.6% | N/A | 0.142% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 456,200 | $9.36M | 0.0% | -11.6% | 0.800% | |
| 7/9/2025 | Breakwater Investment Management | 2,230 | $46K | 0.0% | -52.9% | 0.004% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 11,393 | $233K | 0.2% | +9.6% | 0.020% | |
| 7/3/2025 | City Center Advisors LLC | 20,856 | $426K | 0.5% | +14.0% | 0.036% | |
| 5/19/2025 | Jane Street Group LLC | 121,867 | $2.46M | 0.0% | +15.9% | 0.206% | |
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| 5/16/2025 | Jones Financial Companies Lllp | 28,539 | $591K | 0.0% | +139.9% | 0.048% | |
| 5/15/2025 | Royal Bank of Canada | 79,446 | $1.60M | 0.0% | +2.2% | 0.134% | |
| 5/15/2025 | OLD Mission Capital LLC | 46,223 | $932K | 0.0% | N/A | 0.078% | |
| 5/15/2025 | Evergreen Capital Management LLC | 288,367 | $5.82M | 0.2% | -2.2% | 0.487% | |
| 5/14/2025 | Comerica Bank | 8,279 | $167K | 0.0% | -18.8% | 0.014% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,503 | $212K | 0.0% | +39.3% | 0.018% | |
| 5/14/2025 | Flow Traders U.S. LLC | 52,498 | $1.06M | 0.0% | -4.5% | 0.089% | |
| 5/13/2025 | Raymond James Financial Inc. | 419,158 | $8.45M | 0.0% | +16.6% | 0.708% | |
| 5/12/2025 | Invesco Ltd. | 3,128,102 | $63.09M | 0.0% | -0.8% | 5.284% | |
| 5/12/2025 | National Bank of Canada FI | 108,425 | $2.19M | 0.0% | +4.4% | 0.183% | |
| 5/12/2025 | Citigroup Inc. | 382,727 | $7.72M | 0.0% | -2.8% | 0.646% | |
| 5/9/2025 | Endowment Wealth Management Inc. | 45,450 | $917K | 0.6% | +18.7% | 0.077% | |
| 5/9/2025 | Wealthspire Advisors LLC | 25,849 | $521K | 0.0% | -11.1% | 0.044% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,371 | $250K | 0.0% | -6.6% | 0.021% | |
| 5/9/2025 | Probity Advisors Inc. | 91,357 | $1.84M | 0.4% | -6.3% | 0.154% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 11,094 | $217K | 0.1% | N/A | 0.019% | |
| 5/9/2025 | Blair William & Co. IL | 6,123 | $124K | 0.0% | -20.7% | 0.010% | |
| 5/8/2025 | Alliance Wealth Management Group | 256,729 | $5.18M | 1.4% | +5.7% | 0.434% | |
| 5/8/2025 | Towercrest Capital Management | 271,046 | $5.47M | 1.0% | +2.8% | 0.458% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,563 | $32K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 41,605 | $839K | 0.1% | -4.3% | 0.070% | |
| 5/7/2025 | LPL Financial LLC | 684,397 | $13.80M | 0.0% | -8.9% | 1.156% | |
| 5/6/2025 | Cetera Investment Advisers | 30,039 | $606K | 0.0% | -6.9% | 0.051% | |
| 5/6/2025 | AE Wealth Management LLC | 1,634 | $33K | 0.0% | -35.4% | 0.003% | |
| 5/5/2025 | Private Advisor Group LLC | 46,786 | $944K | 0.0% | +2.8% | 0.077% | |
| 5/2/2025 | Concord Wealth Partners | 3,230 | $65K | 0.0% | -25.1% | 0.005% | |
| 5/2/2025 | Wealthfront Advisers LLC | 701,155 | $14.14M | 0.0% | -24.7% | 1.153% | |
| 5/2/2025 | Red Wave Investments LLC | 43,084 | $869K | 0.3% | -6.1% | 0.071% | |
| 5/2/2025 | Sigma Planning Corp | 10,750 | $217K | 0.0% | N/A | 0.018% | |
| 5/2/2025 | Fortress Financial Solutions LLC | 22,395 | $452K | 0.6% | +8.6% | 0.037% | |
| 5/1/2025 | Zullo Investment Group Inc. | 10,188 | $205K | 0.1% | N/A | 0.017% | |
| 5/1/2025 | Omega Financial Group LLC | 92,605 | $1.87M | 0.7% | -2.5% | 0.152% | |
| 4/30/2025 | Cerity Partners LLC | 76,356 | $1.54M | 0.0% | -4.9% | 0.126% | |
| 4/30/2025 | Sharper & Granite LLC | 90,230 | $1.82M | 0.8% | +9.4% | 0.148% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 210,860 | $4.25M | 0.0% | +36.5% | 0.347% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 21,193 | $427K | 0.0% | -49.6% | 0.035% | |
| 4/29/2025 | Bank of New York Mellon Corp | 31,602 | $637K | 0.0% | -91.8% | 0.052% | |
| 4/29/2025 | World Investment Advisors | 56,773 | $1.15M | 0.0% | -12.3% | 0.093% | |
| 4/28/2025 | Clune & Associates LTD. | 13,011 | $262K | 0.1% | N/A | 0.021% | |
| 4/28/2025 | Vontobel Holding Ltd. | 396,491 | $8.00M | 0.0% | -1.5% | 0.652% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 21,555 | $435K | 0.0% | N/A | 0.035% | |
| 4/23/2025 | Perigon Wealth Management LLC | 29,011 | $585K | 0.0% | -14.4% | 0.048% | |
| 4/23/2025 | Post Resch Tallon Group Inc. | 10,393 | $210K | 0.2% | -4.8% | 0.017% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,195 | $448K | 0.0% | -18.7% | 0.037% | |
| 4/21/2025 | Friedenthal Financial | 11,107 | $224K | 0.1% | -6.6% | 0.018% | |
| 4/17/2025 | Sowell Financial Services LLC | 32,703 | $660K | 0.0% | +2.2% | 0.054% | |
| 4/17/2025 | Mission Wealth Management LP | 46,484 | $938K | 0.0% | -2.8% | 0.076% | |
| 4/17/2025 | Stewardship Advisors LLC | 20,548 | $414K | 0.1% | -69.5% | 0.034% | |
| 4/17/2025 | Sound Income Strategies LLC | 4,855 | $98K | 0.0% | +20.6% | 0.008% | |
| 4/17/2025 | Dohj LLC | 14,847 | $299K | 0.1% | N/A | 0.024% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 515,882 | $10.41M | 0.0% | -27.0% | 0.848% | |
| 4/15/2025 | Net Worth Advisory Group | 27,876 | $562K | 0.2% | +2.9% | 0.046% | |
| 4/15/2025 | Fifth Third Bancorp | 76,111 | $1.54M | 0.0% | -12.3% | 0.125% | |
| 4/15/2025 | Simplicity Wealth LLC | 25,399 | $512K | 0.0% | N/A | 0.042% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,262 | $26K | 0.0% | +79.3% | 0.002% | |
| 4/14/2025 | City Center Advisors LLC | 18,299 | $369K | 0.4% | +76.9% | 0.029% | |
| 4/11/2025 | Annex Advisory Services LLC | 10,639 | $215K | 0.0% | -41.7% | 0.017% | |
| 4/9/2025 | RFG Advisory LLC | 105,339 | $2.13M | 0.1% | +6.7% | 0.168% | |
| 4/9/2025 | Worth Asset Management LLC | 17,207 | $347K | 0.2% | N/A | 0.027% | |
| 4/9/2025 | SigFig Wealth Management LLC | 189,175 | $3.82M | 0.1% | +2.4% | 0.302% | |
