| 8/1/2025 | Austin Private Wealth LLC | 7,240 | $230K | 0.0% | +13.7% | 0.029% | |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 26,274 | $834K | 0.3% | -4.0% | 0.104% | |
| 8/1/2025 | Shilanski & Associates Inc. | 146,118 | $4.64M | 1.3% | +4.5% | 0.580% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 582,101 | $18.49M | 0.0% | +2.7% | 2.310% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 14,306 | $454K | 0.0% | -10.4% | 0.057% | |
| 7/31/2025 | Sharper & Granite LLC | 18,075 | $579K | 0.2% | +12.8% | 0.072% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 6,370 | $202K | 0.0% | -16.9% | 0.025% | |
| 7/29/2025 | Private Trust Co. NA | 12,701 | $403K | 0.0% | -28.3% | 0.050% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 59,989 | $1.91M | 0.4% | -3.0% | 0.238% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 30,754 | $977K | 0.0% | -9.3% | 0.122% | |
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| 7/25/2025 | Apollon Wealth Management LLC | 12,335 | $392K | 0.0% | -21.6% | 0.049% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 34,617 | $1.10M | 0.1% | -3.7% | 0.137% | |
| 7/23/2025 | NBT Bank N A NY | 22,216 | $706K | 0.0% | +46.0% | 0.088% | |
| 7/22/2025 | DAVENPORT & Co LLC | 8,171 | $260K | 0.0% | +19.8% | 0.032% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 38,194 | $1.21M | 0.0% | +1.2% | 0.152% | |
| 7/22/2025 | Financial Insights Inc. | 10,640 | $338K | 0.1% | -62.7% | 0.042% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 54,452 | $1.73M | 0.1% | -28.0% | 0.216% | |
| 7/21/2025 | Crews Bank & Trust | 286,753 | $9.11M | 1.4% | -2.3% | 1.138% | |
| 7/18/2025 | Pure Financial Advisors LLC | 24,323 | $772K | 0.0% | +64.9% | 0.097% | |
| 7/18/2025 | Truist Financial Corp | 211,217 | $6.71M | 0.0% | -22.7% | 0.838% | |
| 7/17/2025 | Greenleaf Trust | 37,951 | $1.21M | 0.0% | N/A | 0.150% | |
| 7/17/2025 | XML Financial LLC | 30,655 | $974K | 0.1% | -5.4% | 0.121% | |
| 7/17/2025 | Fifth Third Securities Inc. | 21,028 | $668K | 0.1% | +9.3% | 0.083% | |
| 7/17/2025 | Sound Income Strategies LLC | 161,023 | $5.11M | 0.3% | -1.2% | 0.636% | |
| 7/17/2025 | Barry Investment Advisors LLC | 104,355 | $3.31M | 0.8% | -47.3% | 0.412% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 153,924 | $4.89M | 1.3% | +6.5% | 0.608% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 187,190 | $5.95M | 0.3% | -30.2% | 0.740% | |
| 7/15/2025 | McAdam LLC | 20,111 | $639K | 0.0% | -8.6% | 0.079% | |
| 7/15/2025 | Shulman DeMeo Asset Management LLC | 111,752 | $3.55M | 0.9% | -0.6% | 0.442% | |
| 7/15/2025 | CGN Advisors LLC | 22,898 | $727K | 0.1% | +4.6% | 0.091% | |
| 7/14/2025 | Park Avenue Securities LLC | 464,183 | $14.74M | 0.1% | -0.3% | 1.835% | |
| 7/14/2025 | Sowell Financial Services LLC | 16,010 | $508K | 0.0% | +4.3% | 0.063% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,442 | $141K | 0.0% | -13.3% | 0.018% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 1,203,024 | $40.72M | 0.0% | N/A | 4.755% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 75,966 | $2.44M | 0.0% | -4.6% | 0.300% | |
| 7/10/2025 | Bath Savings Trust Co | 32,072 | $1.02M | 0.1% | -3.0% | 0.127% | |
| 7/7/2025 | Investors Research Corp | 93,623 | $2.97M | 0.6% | -0.9% | 0.370% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 11,185 | $355K | 0.0% | +14.7% | 0.044% | |
| 5/21/2025 | McAdam LLC | 21,997 | $712K | 0.0% | -32.0% | 0.083% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,577 | $213K | 0.0% | -7.6% | 0.025% | |
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| 5/20/2025 | Belpointe Asset Management LLC | 13,052 | $423K | 0.0% | +25.2% | 0.049% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 6,210 | $201K | 0.0% | N/A | 0.023% | |
| 5/16/2025 | Jones Financial Companies Lllp | 32,800 | $987K | 0.0% | +274.9% | 0.124% | |
| 5/15/2025 | Flputnam Investment Management Co. | 628,350 | $20.35M | 0.4% | +9.5% | 2.376% | |
| 5/15/2025 | Royal Bank of Canada | 986,591 | $31.96M | 0.0% | +22.8% | 3.730% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,414 | $46K | 0.0% | -35.4% | 0.005% | |
| 5/14/2025 | CNO Financial Group Inc. | 700,000 | $22.67M | 19.0% | N/A | 2.647% | |
| 5/14/2025 | Comerica Bank | 9,966 | $323K | 0.0% | +4.9% | 0.038% | |
| 5/14/2025 | Synovus Financial Corp | 21,223 | $687K | 0.0% | +2.9% | 0.080% | |
| 5/14/2025 | SVB Wealth LLC | 7,822 | $253K | 0.0% | -26.1% | 0.030% | |
| 5/13/2025 | Raymond James Financial Inc. | 284,257 | $9.21M | 0.0% | +21.7% | 1.075% | |
| 5/13/2025 | NFP Retirement Inc. | 47,878 | $1.55M | 0.1% | +2.7% | 0.181% | |
| 5/13/2025 | HighTower Advisors LLC | 7,065 | $229K | 0.0% | -19.3% | 0.027% | |
| 5/12/2025 | Townsquare Capital LLC | 9,761 | $316K | 0.0% | +10.8% | 0.037% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,966 | $64K | 0.0% | N/A | 0.007% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 117,644 | $3.81M | 0.0% | -3.9% | 0.445% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 116,514 | $3.77M | 0.0% | +31.3% | 0.441% | |
| 5/7/2025 | LPL Financial LLC | 560,804 | $18.16M | 0.0% | -5.6% | 2.120% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 15,964 | $517K | 0.0% | -9.5% | 0.060% | |
| 5/6/2025 | Cetera Investment Advisers | 101,819 | $3.30M | 0.0% | -0.9% | 0.388% | |
| 5/6/2025 | Sage Advisory Services Ltd.Co. | 275,449 | $8.92M | 5.2% | +52.6% | 1.049% | |
| 5/5/2025 | Private Advisor Group LLC | 60,218 | $1.95M | 0.0% | -1.8% | 0.229% | |
| 5/5/2025 | Alexander Labrunerie & CO. Inc. | 27,378 | $887K | 0.4% | -3.0% | 0.104% | |
| 5/2/2025 | Apollon Wealth Management LLC | 15,733 | $510K | 0.0% | -4.0% | 0.060% | |
| 5/1/2025 | FDx Advisors Inc. | 61,457 | $1.99M | 0.6% | +30.6% | 0.234% | |
| 5/1/2025 | Fifth Third Securities Inc. | 19,231 | $623K | 0.1% | -76.6% | 0.073% | |
| 5/1/2025 | Barry Investment Advisors LLC | 198,020 | $6.41M | 1.7% | -4.1% | 0.754% | |
| 4/30/2025 | Allworth Financial LP | 156,104 | $4.98M | 0.0% | -4.3% | 0.595% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 144,463 | $4.68M | 1.3% | +16.9% | 0.550% | |
| 4/30/2025 | Sharper & Granite LLC | 16,025 | $519K | 0.2% | -5.7% | 0.061% | |
| 4/29/2025 | Financial Counselors Inc. | 198,909 | $6.44M | 0.1% | +0.9% | 0.758% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 566,766 | $18.36M | 0.0% | +13.3% | 2.159% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,110,466 | $35.97M | 0.0% | +6.1% | 4.230% | |
| 4/29/2025 | Wayfinding Financial LLC | 2,681 | $86K | 0.0% | N/A | 0.010% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 6,408 | $208K | 0.0% | N/A | 0.024% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 61,823 | $2.00M | 0.5% | +15.8% | 0.236% | |
| 4/28/2025 | Private Trust Co. NA | 17,703 | $573K | 0.1% | +33.4% | 0.067% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 6,693 | $217K | 0.1% | -97.8% | 0.025% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 75,674 | $2.45M | 0.1% | +6.9% | 0.288% | |
| 4/25/2025 | Shilanski & Associates Inc. | 139,890 | $4.53M | 1.4% | +6.5% | 0.533% | |
| 4/25/2025 | Financial Insights Inc. | 28,529 | $924K | 0.4% | +4.8% | 0.109% | |
| 4/23/2025 | Aspetuck Financial Management LLC | 57,970 | $1.88M | 1.6% | N/A | 0.221% | |
| 4/23/2025 | FORM Wealth Advisors LLC | 9,694 | $314K | 0.0% | N/A | 0.037% | |
| 4/23/2025 | Mokosak Advisory Group LLC | 7,528 | $244K | 0.1% | N/A | 0.029% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 29,313 | $949K | 0.0% | -9.2% | 0.112% | |
| 4/22/2025 | Crews Bank & Trust | 293,603 | $9.51M | 1.6% | +1.0% | 1.118% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 33,911 | $1.10M | 0.0% | +28.4% | 0.129% | |
| 4/17/2025 | Inscription Capital LLC | 13,073 | $456K | 0.1% | N/A | 0.050% | |
| 4/17/2025 | Sowell Financial Services LLC | 15,354 | $497K | 0.0% | N/A | 0.058% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 376,424 | $12.19M | 1.7% | -18.4% | 1.434% | |
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| 4/17/2025 | Sound Income Strategies LLC | 162,992 | $5.28M | 0.3% | +4.1% | 0.621% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 79,661 | $2.58M | 0.0% | -3.7% | 0.303% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 37,746 | $1.22M | 0.0% | -8.3% | 0.144% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,122 | $165K | 0.0% | N/A | 0.019% | |
| 4/14/2025 | Park Avenue Securities LLC | 465,468 | $15.08M | 0.2% | +11.6% | 1.756% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 9,752 | $316K | 0.1% | +39.7% | 0.037% | |
| 4/10/2025 | Matrix Trust Co | 22,999 | $745K | 0.1% | +40.8% | 0.087% | |
| 4/10/2025 | Long Run Wealth Advisors LLC | 185,124 | $6.00M | 1.4% | +12.5% | 0.699% | |
| 4/10/2025 | CGN Advisors LLC | 21,890 | $709K | 0.1% | +32.2% | 0.083% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 268,321 | $8.69M | 0.4% | +14.9% | 1.013% | |
