| 8/8/2025 | Tortoise Investment Management LLC | 282,105 | $6.32M | 0.6% | +111.8% | 0.223% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 422,156 | $9.45M | 0.0% | +207.3% | 0.334% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 79,982 | $1.79M | 0.8% | +9.9% | 0.063% | |
| 8/8/2025 | Cetera Investment Advisers | 527,388 | $11.81M | 0.0% | +19.4% | 0.417% | |
| 8/8/2025 | Creative Planning | 77,466 | $1.73M | 0.0% | -42.8% | 0.061% | |
| 8/8/2025 | Petix & Botte Co | 161,382 | $3.61M | 0.9% | +18.9% | 0.128% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 326,640 | $7.31M | 0.0% | -9.9% | 0.258% | |
| 8/7/2025 | Vise Technologies Inc. | 16,196 | $363K | 0.0% | N/A | 0.013% | |
| 8/7/2025 | Allworth Financial LP | 440,002 | $9.85M | 0.0% | -3.2% | 0.348% | |
| 8/7/2025 | King Luther Capital Management Corp | 35,583 | $797K | 0.0% | -13.0% | 0.028% | |
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| 8/6/2025 | AE Wealth Management LLC | 20,551 | $460K | 0.0% | +25.2% | 0.016% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 64,634 | $1.45M | 0.0% | N/A | 0.051% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 11,165 | $250K | 0.1% | N/A | 0.009% | |
| 8/6/2025 | New Millennium Group LLC | 3,833 | $86K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,791,500 | $40.11M | 0.0% | +8.5% | 1.417% | |
| 8/5/2025 | Westside Investment Management Inc. | 2,500 | $56K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | MMA Asset Management LLC | 35,868 | $803K | 0.3% | -2.8% | 0.028% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 12,045 | $270K | 0.2% | +14.2% | 0.010% | |
| 8/4/2025 | Leeward Financial Partners LLC | 70,233 | $1.57M | 0.5% | +8.8% | 0.056% | |
| 8/4/2025 | Hicks Capital Management LLC | 28,988 | $649K | 1.0% | +89.0% | 0.023% | |
| 8/4/2025 | IFG Advisory LLC | 18,880 | $423K | 0.0% | -8.8% | 0.015% | |
| 8/4/2025 | Simon Quick Advisors LLC | 293,364 | $6.57M | 0.3% | N/A | 0.232% | |
| 8/4/2025 | Assetmark Inc. | 341,671 | $7.65M | 0.0% | +0.7% | 0.270% | |
| 8/4/2025 | Keybank National Association OH | 88,522 | $1.98M | 0.0% | -15.8% | 0.070% | |
| 8/4/2025 | Spire Wealth Management | 82,315 | $1.84M | 0.1% | +12.9% | 0.065% | |
| 8/4/2025 | World Investment Advisors | 32,511 | $728K | 0.0% | N/A | 0.026% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 31,200 | $699K | 0.0% | N/A | 0.025% | |
| 8/4/2025 | Econ Financial Services Corp | 76,948 | $1.72M | 0.9% | -12.0% | 0.061% | |
| 8/1/2025 | Advisory Alpha LLC | 28,814 | $645K | 0.0% | +5.4% | 0.023% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,936,261 | $43.35M | 0.0% | +19.7% | 1.532% | |
| 7/30/2025 | Parcion Private Wealth LLC | 76,130 | $1.71M | 0.1% | -92.3% | 0.060% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 39,254 | $879K | 0.0% | +70.0% | 0.031% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 740,392 | $16.58M | 0.2% | +6.8% | 0.586% | |
| 7/29/2025 | Private Trust Co. NA | 1,168 | $26K | 0.0% | -47.7% | 0.001% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 18,213 | $408K | 0.0% | +32.5% | 0.014% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 20,422 | $457K | 0.0% | +123.9% | 0.016% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 10,494 | $235K | 0.1% | N/A | 0.008% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 23,663 | $530K | 0.1% | -31.8% | 0.019% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 59,839 | $1.34M | 0.0% | +22.8% | 0.047% | |
| 7/25/2025 | Richardson Financial Services Inc. | 5,996 | $134K | 0.1% | -19.3% | 0.005% | |
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| 7/24/2025 | KFA Private Wealth Group LLC | 31,246 | $700K | 0.2% | N/A | 0.025% | |
| 7/24/2025 | Blue Trust Inc. | 21,380 | $479K | 0.0% | +5,245.0% | 0.017% | |
| 7/24/2025 | IFP Advisors Inc | 3,822 | $86K | 0.0% | +696.3% | 0.003% | |
| 7/24/2025 | US Bancorp DE | 325,688 | $7.29M | 0.0% | -11.2% | 0.258% | |
| 7/23/2025 | Dohj LLC | 102,232 | $2.29M | 0.6% | +549.3% | 0.081% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 204,441 | $4.58M | 0.4% | -10.6% | 0.162% | |
| 7/23/2025 | SteelPeak Wealth LLC | 123,104 | $2.76M | 0.1% | +6.5% | 0.097% | |
| 7/22/2025 | Rochester Wealth Strategies LLC | 88,082 | $1.97M | 1.4% | +3.1% | 0.070% | |
| 7/22/2025 | Belpointe Asset Management LLC | 15,821 | $354K | 0.0% | -78.9% | 0.013% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 12,160 | $272K | 0.1% | -41.2% | 0.010% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 15,821 | $354K | 0.1% | -78.9% | 0.013% | |
| 7/21/2025 | 1900 Wealth Management LLC | 35,662 | $798K | 0.1% | -87.8% | 0.028% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 57,852 | $1.30M | 0.3% | -70.3% | 0.046% | |
| 7/21/2025 | Crews Bank & Trust | 26,010 | $582K | 0.1% | -4.9% | 0.021% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 3,896,663 | $87.25M | 1.5% | +5.3% | 3.084% | |
| 7/18/2025 | Northeast Financial Group Inc. | 77,662 | $1.74M | 0.5% | +25.3% | 0.061% | |
| 7/18/2025 | Truist Financial Corp | 451,562 | $10.11M | 0.0% | -0.8% | 0.357% | |
| 7/18/2025 | First United Bank & Trust | 18,061 | $404K | 0.1% | -22.0% | 0.014% | |
| 7/17/2025 | Albion Financial Group UT | 1,935 | $43K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Independence Bank of Kentucky | 4,872 | $109K | 0.0% | -12.1% | 0.004% | |
| 7/16/2025 | Spirepoint Private Client LLC | 58,550 | $1.31M | 0.1% | N/A | 0.046% | |
| 7/16/2025 | CX Institutional | 40,974 | $917K | 0.0% | -94.8% | 0.032% | |
| 7/15/2025 | McAdam LLC | 212,171 | $4.75M | 0.3% | +9.2% | 0.168% | |
| 7/15/2025 | TD Private Client Wealth LLC | 95,618 | $2.14M | 0.1% | +19.8% | 0.076% | |
| 7/15/2025 | James J. Burns & Company LLC | 9,380 | $210K | 0.0% | -9.4% | 0.007% | |
| 7/15/2025 | Kwmg LLC | 24,553 | $550K | 0.1% | N/A | 0.019% | |
| 7/14/2025 | Park Avenue Securities LLC | 89,095 | $2.00M | 0.0% | N/A | 0.070% | |
| 7/11/2025 | Annex Advisory Services LLC | 416,668 | $9.33M | 0.2% | -46.9% | 0.329% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,901 | $155K | 0.0% | +11.0% | 0.005% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 12,579 | $282K | 0.0% | -9.1% | 0.010% | |
| 7/11/2025 | CX Institutional | 40,974 | $917K | 0.0% | -94.8% | 0.032% | |
| 7/11/2025 | UMB Bank n.a. | 35,536 | $796K | 0.0% | -47.9% | 0.028% | |
| 7/10/2025 | Anderson Hoagland & Co. | 259,342 | $5.81M | 0.6% | -31.4% | 0.205% | |
| 7/10/2025 | Stewardship Advisors LLC | 325,840 | $7.30M | 1.8% | +1.0% | 0.258% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 236,774 | $5.30M | 0.0% | +45.9% | 0.187% | |
| 7/9/2025 | PFW Advisors LLC | 18,968 | $425K | 0.1% | -47.8% | 0.015% | |
| 7/9/2025 | Procyon Advisors LLC | 10,662 | $239K | 0.0% | -39.9% | 0.008% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 42,254 | $946K | 0.5% | +5.2% | 0.033% | |
| 7/7/2025 | First Citizens Financial Corp | 10,202 | $228K | 0.1% | N/A | 0.008% | |
| 6/2/2025 | Modern Wealth Management LLC | 9,701 | $224K | 0.0% | -48.8% | 0.008% | |
| 5/21/2025 | McAdam LLC | 194,325 | $4.48M | 0.3% | -41.1% | 0.154% | |
| 5/20/2025 | Belpointe Asset Management LLC | 74,963 | $1.73M | 0.1% | N/A | 0.059% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 74,963 | $1.73M | 0.4% | N/A | 0.059% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,951 | $45K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 1,275,986 | $29.40M | 0.0% | +241.0% | 1.009% | |
| 5/19/2025 | Advisory Alpha LLC | 27,344 | $630K | 0.0% | -15.9% | 0.022% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 516,983 | $11.91M | 0.0% | +3,380.4% | 0.407% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,691 | $85K | 0.0% | -94.5% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,979 | $622K | 0.0% | -4.8% | 0.021% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 135,125 | $3.11M | 0.0% | +75.6% | 0.107% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 1,452,311 | $33.46M | 0.3% | +3.1% | 1.149% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 194,567 | $4.48M | 1.2% | +3.2% | 0.154% | |
| 5/15/2025 | Royal Bank of Canada | 276,172 | $6.36M | 0.0% | -5.4% | 0.218% | |
| 5/15/2025 | Tortoise Investment Management LLC | 133,215 | $3.07M | 0.3% | +1.9% | 0.105% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 463,054 | $10.67M | 0.5% | +21.6% | 0.366% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 47,707 | $1.10M | 0.2% | +14.1% | 0.038% | |
| 5/14/2025 | Jane Street Group LLC | 1,275,986 | $29.40M | 0.0% | +241.0% | 1.009% | |
| 5/14/2025 | Comerica Bank | 470,189 | $10.83M | 0.0% | -6.0% | 0.372% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 26,013 | $599K | 0.1% | +5.9% | 0.021% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 906,842 | $20.89M | 0.0% | -7.2% | 0.717% | |
