| 8/1/2025 | GWN Securities Inc. | 3,658 | $207K | 0.0% | -82.8% | 0.007% | |
| 8/1/2025 | Advisory Alpha LLC | 4,006 | $227K | 0.0% | -5.3% | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 459,255 | $25.98M | 0.0% | +15.5% | 0.880% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 23,243 | $1.32M | 0.0% | +58.8% | 0.045% | |
| 7/31/2025 | Trademark Financial Management LLC | 16,324 | $923K | 0.6% | +26.3% | 0.031% | |
| 7/31/2025 | Sharper & Granite LLC | 24,541 | $1.40M | 0.5% | -10.6% | 0.047% | |
| 7/31/2025 | Cornerstone Management Inc. | 126,627 | $7.16M | 1.2% | +2.3% | 0.243% | |
| 7/30/2025 | Insight Advisors LLC PA | 10,672 | $604K | 0.1% | -3.8% | 0.020% | |
| 7/30/2025 | Freedom Investment Management Inc. | 20,333 | $1.15M | 0.1% | -2.9% | 0.039% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 4,160 | $235K | 0.0% | -32.8% | 0.008% | |
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| 7/30/2025 | Phillips Financial Management LLC | 169,245 | $9.57M | 0.7% | -2.1% | 0.324% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 6,772 | $383K | 0.3% | -10.3% | 0.013% | |
| 7/30/2025 | Securian Asset Management Inc. | 19,403 | $1.10M | 0.0% | -49.9% | 0.037% | |
| 7/29/2025 | Stephens Inc. AR | 318,723 | $18.03M | 0.2% | +0.2% | 0.610% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 7,066 | $400K | 0.0% | -31.6% | 0.014% | |
| 7/29/2025 | International Assets Investment Management LLC | 3,932 | $222K | 0.0% | -25.5% | 0.008% | |
| 7/29/2025 | MPS Loria Financial Planners LLC | 240,396 | $13.60M | 4.0% | -3.0% | 0.460% | |
| 7/29/2025 | Rodgers & Associates LTD | 337,807 | $19.11M | 2.1% | +4.4% | 0.647% | |
| 7/28/2025 | Harbour Investments Inc. | 820 | $46K | 0.0% | +150.8% | 0.002% | |
| 7/28/2025 | Brown Financial Advisory | 6,850 | $387K | 0.2% | -11.3% | 0.013% | |
| 7/28/2025 | RFG Advisory LLC | 6,204 | $351K | 0.0% | -7.6% | 0.012% | |
| 7/28/2025 | Naviter Wealth LLC | 30,446 | $1.72M | 0.2% | -24.5% | 0.058% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 3,566 | $202K | 0.0% | -64.3% | 0.007% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 4,050 | $229K | 0.0% | -16.5% | 0.008% | |
| 7/25/2025 | Presilium Private Wealth LLC | 9,420 | $533K | 0.1% | -72.9% | 0.018% | |
| 7/25/2025 | Alpha Financial Partners LLC | 6,687 | $378K | 0.3% | N/A | 0.013% | |
| 7/25/2025 | CWM LLC | 569 | $32K | 0.0% | -66.1% | 0.001% | |
| 7/25/2025 | Inman Jager Wealth Management LLC | 17,741 | $1.00M | 0.7% | -3.0% | 0.034% | |
| 7/25/2025 | Apollon Financial LLC | 23,922 | $1.35M | 0.3% | +13.3% | 0.046% | |
| 7/25/2025 | Apollon Wealth Management LLC | 511,089 | $28.91M | 0.6% | -11.7% | 0.978% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 36,840 | $2.08M | 1.6% | +2.4% | 0.071% | |
| 7/24/2025 | Trust Co of Tennessee | 996,933 | $56.39M | 13.1% | +0.5% | 1.908% | |
| 7/24/2025 | Freedom Day Solutions LLC | 151,094 | $8.55M | 2.2% | -1.8% | 0.289% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 29,797 | $1.69M | 0.9% | -4.9% | 0.057% | |
| 7/24/2025 | US Bancorp DE | 2,852,126 | $161.32M | 0.2% | -2.2% | 5.464% | |
| 7/23/2025 | Peak Financial Management Inc. | 94,718 | $5.36M | 1.5% | +1.5% | 0.181% | |
| 7/23/2025 | TPG Financial Advisors LLC | 104,203 | $5.89M | 2.4% | +9.5% | 0.200% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 16,162 | $914K | 0.2% | +92.0% | 0.031% | |
| 7/23/2025 | Heck Capital Advisors LLC | 17,536 | $992K | 0.1% | N/A | 0.034% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 9,416 | $533K | 0.0% | -44.8% | 0.018% | |
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| 7/22/2025 | AWM Capital LLC | 25,661 | $1.45M | 0.2% | -18.5% | 0.049% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 3,574 | $202K | 0.1% | -23.4% | 0.007% | |
| 7/21/2025 | Keystone Financial Group Inc. | 37,708 | $2.15M | 1.4% | +13.1% | 0.072% | |
| 7/21/2025 | J2 Capital Management Inc | 12,283 | $695K | 0.6% | +3.6% | 0.024% | |
| 7/18/2025 | Pure Financial Advisors LLC | 235,741 | $13.33M | 0.2% | +14.4% | 0.452% | |
| 7/18/2025 | Heritage Financial Services LLC | 738,880 | $41.79M | 4.0% | +1.5% | 1.415% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 41,037 | $2.32M | 1.1% | -7.3% | 0.079% | |
| 7/18/2025 | SigFig Wealth Management LLC | 24,401 | $1.37M | 0.0% | -3.6% | 0.047% | |
| 7/18/2025 | Truist Financial Corp | 13,143 | $743K | 0.0% | -5.2% | 0.025% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 14,679 | $830K | 0.0% | -25.6% | 0.028% | |
| 7/17/2025 | Spartan Planning & Wealth Management | 23,279 | $1.32M | 1.1% | -61.3% | 0.045% | |
| 7/17/2025 | HB Wealth Management LLC | 8,582 | $485K | 0.0% | -6.1% | 0.016% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 6,415 | $363K | 0.0% | -17.1% | 0.012% | |
| 7/17/2025 | ERn Financial LLC | 158,520 | $8.97M | 1.9% | -7.3% | 0.304% | |
| 7/17/2025 | Avior Wealth Management LLC | 154,836 | $8.76M | 0.3% | +30.0% | 0.297% | |
| 7/17/2025 | Charles Schwab Trust Co | 426,521 | $24.12M | 1.8% | +6.3% | 0.817% | |
| 7/16/2025 | Independent Wealth Network Inc. | 44,226 | $2.50M | 0.9% | +1.9% | 0.085% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 6,850 | $387K | 0.1% | +47.2% | 0.013% | |
| 7/16/2025 | Congress Asset Management Co. | 48,525 | $2.75M | 0.0% | -8.3% | 0.093% | |
| 7/16/2025 | MBE Wealth Management LLC | 10,104 | $571K | 0.2% | -18.7% | 0.019% | |
| 7/15/2025 | Legacy Financial Group LLC | 118,102 | $6.68M | 0.9% | +1.3% | 0.226% | |
| 7/15/2025 | Family Wealth Partners LLC | 16,459 | $931K | 0.4% | +97.1% | 0.032% | |
| 7/15/2025 | CGN Advisors LLC | 9,635 | $545K | 0.0% | +3.2% | 0.018% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 19,380 | $1.10M | 0.3% | -9.7% | 0.037% | |
| 7/14/2025 | Ridgewood Investments LLC | 6,182 | $350K | 0.2% | +52.1% | 0.012% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 52,693 | $2.98M | 0.1% | +1.2% | 0.101% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,729 | $267K | 0.0% | +33.6% | 0.009% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 7,899 | $447K | 0.2% | +5.4% | 0.015% | |
| 7/11/2025 | Prosperity Planning Inc. | 67,538 | $3.82M | 1.1% | +1.8% | 0.130% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,552 | $823K | 0.0% | +44.2% | 0.028% | |
| 7/11/2025 | Windsor Capital Management LLC | 60,368 | $3.41M | 1.0% | +3.4% | 0.116% | |
| 7/11/2025 | Matthew Goff Investment Advisor LLC | 16,009 | $905K | 0.2% | +58.7% | 0.031% | |
| 7/10/2025 | Moody National Bank Trust Division | 181,580 | $10.27M | 0.9% | +138.9% | 0.349% | |
| 7/10/2025 | Envision Financial LLC | 50,315 | $2.85M | 1.9% | +2.1% | 0.097% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 495,503 | $28.34M | 0.0% | +0.3% | 0.951% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 16,676 | $943K | 0.1% | N/A | 0.032% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 6,748 | $382K | 0.1% | +48.6% | 0.013% | |
| 7/9/2025 | Biltmore Wealth Management LLC | 198,789 | $11.24M | 4.6% | +1.8% | 0.382% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 35,257 | $1.99M | 1.9% | +1.1% | 0.068% | |
| 7/9/2025 | Summit Financial Consulting LLC | 5,465 | $309K | 0.3% | +12.4% | 0.010% | |
| 7/9/2025 | Veracity Capital LLC | 4,600 | $260K | 0.1% | N/A | 0.009% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 4,232 | $239K | 0.2% | N/A | 0.008% | |
| 7/8/2025 | Parallel Advisors LLC | 7,993 | $452K | 0.0% | -10.6% | 0.015% | |
| 7/7/2025 | Bangor Savings Bank | 2,220 | $126K | 0.0% | +50.0% | 0.004% | |
| 7/7/2025 | RDA Financial Network | 7,659 | $433K | 0.1% | -23.1% | 0.015% | |
| 7/2/2025 | S. R. Schill & Associates | 284,106 | $16.07M | 11.8% | +3.2% | 0.559% | |
| 7/2/2025 | Helen Stephens Group LLC | 14,828 | $839K | 0.2% | +30.4% | 0.029% | |
| 7/1/2025 | Private Client Services LLC | 26,031 | $1.47M | 0.6% | +50.3% | 0.051% | |
| 6/2/2025 | Modern Wealth Management LLC | 85,584 | $4.93M | 0.2% | -2.4% | 0.166% | |
| 5/20/2025 | Focus Partners Wealth | 28,195 | $1.62M | 0.0% | +7.2% | 0.055% | |
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| 5/20/2025 | Glenview Trust co | 217,828 | $12.55M | 0.2% | +1.5% | 0.426% | |
| 5/19/2025 | SageView Advisory Group LLC | 5,604 | $323K | 0.0% | -29.2% | 0.011% | |
| 5/19/2025 | Advisory Alpha LLC | 4,231 | $244K | 0.0% | -12.5% | 0.008% | |
| 5/16/2025 | Kestra Investment Management LLC | 225,619 | $13.00M | 0.4% | +751,963.3% | 0.442% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,016 | $59K | 0.0% | -24.0% | 0.002% | |
| 5/16/2025 | Jones Financial Companies Lllp | 21,026 | $1.14M | 0.0% | -43.2% | 0.041% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 18,739 | $1.08M | 0.0% | -19.7% | 0.037% | |
| 5/16/2025 | AQR Capital Management LLC | 3,819 | $220K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 14,640 | $843K | 0.0% | +110.3% | 0.029% | |
| 5/15/2025 | Royal Bank of Canada | 97,765 | $5.63M | 0.0% | +12.9% | 0.191% | |
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