| 8/18/2025 | Cornerstone Financial Group LLC NE | 76,635 | $1.89M | 1.6% | +6.8% | 0.049% | |
| 8/15/2025 | Corient Private Wealth LLC | 362,651 | $8.96M | 0.0% | -8.5% | 0.230% | |
| 8/15/2025 | Oxford Financial Group LTD. LLC | 56,352 | $1.39M | 0.1% | +1.3% | 0.036% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 121,015 | $2.99M | 0.0% | +165.7% | 0.077% | |
| 8/15/2025 | MML Investors Services LLC | 33,543 | $829K | 0.0% | +1.3% | 0.021% | |
| 8/15/2025 | BNP Paribas Financial Markets | 417,800 | $10.32M | 0.0% | -18.1% | 0.265% | |
| 8/15/2025 | Bank of America Corp DE | 1,053,734 | $26.03M | 0.0% | +42.1% | 0.667% | |
| 8/15/2025 | Ameriprise Financial Inc. | 35,888 | $884K | 0.0% | -5.0% | 0.023% | |
| 8/14/2025 | Jane Street Group LLC | 975,311 | $24.09M | 0.0% | N/A | 0.618% | |
| 8/14/2025 | Raymond James Financial Inc. | 93,836 | $2.32M | 0.0% | +11.7% | 0.059% | |
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| 8/14/2025 | Betterment LLC | 15,906 | $393K | 0.0% | +44.1% | 0.010% | |
| 8/14/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 39,747 | $982K | 0.0% | -21.4% | 0.025% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 15,092 | $373K | 0.0% | +10.8% | 0.010% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 383,113 | $9.46M | 0.0% | -30.7% | 0.243% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 79,280 | $1.96M | 0.1% | +3.3% | 0.050% | |
| 8/14/2025 | NewEdge Advisors LLC | 46,407 | $1.15M | 0.0% | -1.4% | 0.029% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 46,006 | $1.14M | 0.0% | +41.1% | 0.029% | |
| 8/14/2025 | SVB Wealth LLC | 63,817 | $1.58M | 0.1% | -54.5% | 0.040% | |
| 8/13/2025 | StoneX Group Inc. | 9,768 | $241K | 0.0% | N/A | 0.006% | |
| 8/13/2025 | RFP Financial Group LLC | 140,404 | $3.47M | 1.4% | -2.2% | 0.089% | |
| 8/13/2025 | SageView Advisory Group LLC | 2,951,690 | $73.03M | 2.8% | +10.8% | 1.869% | |
| 8/13/2025 | Cresset Asset Management LLC | 29,310 | $724K | 0.0% | +4.8% | 0.019% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 6,869 | $170K | 0.0% | -75.4% | 0.004% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 18,980 | $469K | 0.0% | -3.3% | 0.012% | |
| 8/13/2025 | M&T Bank Corp | 4,912,571 | $121.34M | 0.4% | -0.1% | 3.111% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,013,169 | $123.83M | 0.1% | +2.7% | 3.175% | |
| 8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 100,850 | $2.49M | 0.0% | +4.0% | 0.064% | |
| 8/12/2025 | Aviso Financial Inc. | 12,267 | $303K | 0.0% | +7.1% | 0.008% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 21,986 | $543K | 0.0% | -23.8% | 0.014% | |
| 8/12/2025 | Cooper Haims Advisors LLC | 517,646 | $12.79M | 6.3% | +3.7% | 0.328% | |
| 8/12/2025 | Franklin Resources Inc. | 42,591 | $1.05M | 0.0% | -6.7% | 0.027% | |
| 8/12/2025 | JPMorgan Chase & Co. | 56,246 | $1.39M | 0.0% | -5.6% | 0.036% | |
| 8/12/2025 | EFG Asset Management Americas Corp. | 8,144 | $201K | 0.0% | N/A | 0.005% | |
| 8/12/2025 | NFP Retirement Inc. | 65,804 | $1.63M | 0.1% | -14.2% | 0.042% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 40,855 | $1.01M | 0.0% | +9.1% | 0.026% | |
| 8/11/2025 | Wealthspire Advisors LLC | 192,801 | $4.76M | 0.0% | -3.8% | 0.122% | |
| 8/11/2025 | Diversified Portfolios Inc. | 853,902 | $21.09M | 2.0% | +4.7% | 0.541% | |
| 8/8/2025 | Cetera Investment Advisers | 304,892 | $7.53M | 0.0% | -2.4% | 0.193% | |
| 8/8/2025 | Creative Planning | 245,241 | $6.06M | 0.0% | -1.1% | 0.155% | |
| 8/8/2025 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 430,936 | $10.64M | 0.1% | +97.3% | 0.273% | |
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| 8/8/2025 | Capstone Financial Advisors Inc. | 841,329 | $20.78M | 1.2% | +0.4% | 0.533% | |
| 8/8/2025 | Bailard Inc. | 304,540 | $7.52M | 0.2% | +0.8% | 0.193% | |
| 8/7/2025 | Rathbones Group PLC | 21,486 | $531K | 0.0% | -16.5% | 0.014% | |
| 8/6/2025 | AE Wealth Management LLC | 30,550 | $755K | 0.0% | -5.4% | 0.019% | |
| 8/6/2025 | Capasso Planning Partners LLC | 76,024 | $1.88M | 1.1% | -27.5% | 0.048% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 315,531 | $7.79M | 0.1% | -5.8% | 0.200% | |
| 8/6/2025 | Longview Financial Advisors LLC | 25,507 | $630K | 0.4% | -2.7% | 0.016% | |
| 8/6/2025 | Savant Capital LLC | 2,624,235 | $64.82M | 0.4% | +9.2% | 1.662% | |
| 8/6/2025 | Modera Wealth Management LLC | 1,181,583 | $29.19M | 0.4% | +11.8% | 0.748% | |
| 8/5/2025 | Claro Advisors LLC | 9,608 | $237K | 0.0% | -25.6% | 0.006% | |
| 8/5/2025 | Clarity Wealth Development LLC | 10,965 | $271K | 0.3% | +4.6% | 0.007% | |
| 8/5/2025 | Huntington National Bank | 4,703 | $116K | 0.0% | +470,200.0% | 0.003% | |
| 8/5/2025 | Bank of Montreal Can | 1,950,176 | $48.17M | 0.0% | -27.9% | 1.235% | |
| 8/5/2025 | Mission Wealth Management LP | 15,764 | $389K | 0.0% | -6.4% | 0.010% | |
| 8/5/2025 | Hills Bank & Trust Co | 108,843 | $2.69M | 0.2% | N/A | 0.069% | |
| 8/5/2025 | Avant Financial Advisors LLC | 26,976 | $666K | 0.5% | +4.1% | 0.017% | |
| 8/4/2025 | World Investment Advisors | 315,973 | $7.81M | 0.2% | -2.5% | 0.200% | |
| 8/1/2025 | Advisory Alpha LLC | 8,097 | $200K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 792,184 | $19.57M | 0.0% | +0.2% | 0.502% | |
| 8/1/2025 | Chilton Capital Management LLC | 1,138 | $28K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Waldron Private Wealth LLC | 382,996 | $9.46M | 0.4% | -2.2% | 0.243% | |
| 7/31/2025 | BIP Wealth LLC | 448,210 | $11.07M | 0.7% | -0.7% | 0.284% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 84,074 | $2.08M | 0.0% | +80.7% | 0.053% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 309,000 | $7.63M | 0.0% | -3.7% | 0.196% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 32,426 | $801K | 0.1% | +2.0% | 0.021% | |
| 7/31/2025 | Money Design Co. Ltd. | 492,368 | $12.16M | 0.6% | -26.3% | 0.312% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 430,419 | $10.65M | 1.7% | +26.9% | 0.273% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 8,594 | $212K | 0.0% | -30.9% | 0.005% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 72,162 | $1.78M | 0.1% | -8.4% | 0.046% | |
| 7/30/2025 | Clune & Associates LTD. | 64,780 | $1.60M | 0.4% | +10.4% | 0.041% | |
| 7/29/2025 | Aspiriant LLC | 20,204 | $499K | 0.0% | -28.6% | 0.013% | |
| 7/29/2025 | Private Wealth Management Group LLC | 17,348 | $428K | 0.1% | -7.4% | 0.011% | |
| 7/29/2025 | Aire Advisors LLC | 13,050 | $322K | 0.1% | +4.1% | 0.008% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 50,484 | $1.25M | 0.5% | -1.3% | 0.032% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 272,096 | $6.72M | 0.7% | +9.8% | 0.172% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,763 | $241K | 0.0% | -22.1% | 0.006% | |
| 7/25/2025 | CWM LLC | 12,788 | $316K | 0.0% | -27.7% | 0.008% | |
| 7/24/2025 | Lester Murray Antman dba SimplyRich | 169,422 | $4.18M | 1.2% | -4.0% | 0.107% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 29,389 | $726K | 0.6% | -5.5% | 0.019% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 85,500 | $2.11M | 0.1% | -11.4% | 0.054% | |
| 7/24/2025 | PDS Planning Inc | 1,422,662 | $35.14M | 2.6% | +4.6% | 0.901% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 624,804 | $15.43M | 1.4% | +2.0% | 0.396% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 431,190 | $10.65M | 3.2% | +6.1% | 0.273% | |
| 7/24/2025 | Callan Family Office LLC | 99,216 | $2.45M | 0.1% | -14.4% | 0.063% | |
| 7/24/2025 | Leo Wealth LLC | 19,694 | $486K | 0.0% | +2.1% | 0.012% | |
| 7/23/2025 | Valmark Advisers Inc. | 5,816,994 | $143.68M | 2.0% | +1.8% | 3.684% | |
| 7/23/2025 | Abel Hall LLC | 15,240 | $376K | 0.2% | -13.4% | 0.010% | |
| 7/23/2025 | Foundation Wealth Management LLC | 48,785 | $1.21M | 0.8% | -1.6% | 0.031% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 11,652 | $288K | 0.0% | -11.1% | 0.007% | |
| 7/22/2025 | Valley National Advisers Inc. | 1,203 | $29K | 0.0% | -49.3% | 0.001% | |
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| 7/22/2025 | Simplicity Wealth LLC | 33,293 | $822K | 0.0% | +19.9% | 0.021% | |
| 7/21/2025 | Quent Capital LLC | 508,202 | $12.55M | 1.2% | +3.9% | 0.322% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 7,700 | $190K | 0.0% | -58.8% | 0.005% | |
| 7/21/2025 | Red Mountain Financial LLC | 13,940 | $324K | 0.4% | N/A | 0.009% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 93,891 | $2.32M | 0.0% | -7.9% | 0.059% | |
| 7/18/2025 | Naples Global Advisors LLC | 287,456 | $7.10M | 0.6% | +7.7% | 0.182% | |
| 7/18/2025 | Trust Co. of Vermont | 10,007 | $247K | 0.0% | +150.7% | 0.006% | |
| 7/17/2025 | Emerald Advisors LLC | 92,492 | $2.29M | 0.3% | +2.4% | 0.059% | |
| 7/17/2025 | ERn Financial LLC | 412,357 | $10.19M | 2.1% | -0.2% | 0.261% | |
| 7/17/2025 | Heritage Investment Group Inc. | 1,575,201 | $38.91M | 6.7% | +1.0% | 0.998% | |
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