| 7/23/2025 | SpringVest Wealth Management LLC | 3,479 | $270K | 0.2% | -42.7% | 0.001% | |
| 7/23/2025 | Vontobel Holding Ltd. | 31,092 | $2.41M | 0.0% | -4.0% | 0.009% | |
| 7/23/2025 | Valmark Advisers Inc. | 4,001 | $310K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | WESPAC Advisors LLC | 26,749 | $2.07M | 1.4% | +18.1% | 0.008% | |
| 7/23/2025 | Spectrum Asset Management Inc. NB CA | 72,679 | $5.63M | 2.4% | +0.8% | 0.022% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 3,520 | $273K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 5,998 | $465K | 0.0% | +7.4% | 0.002% | |
| 7/23/2025 | Gentry Private Wealth LLC | 31,159 | $2.42M | 1.8% | N/A | 0.009% | |
| 7/23/2025 | Ameliora Wealth Management Ltd. | 76,608 | $5.94M | 2.1% | +145.4% | 0.023% | |
| 7/23/2025 | Seamount Financial Group Inc. | 8,165 | $633K | 0.3% | -2.0% | 0.002% | |
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| 7/23/2025 | SteelPeak Wealth LLC | 2,727 | $211K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Mraz Amerine & Associates Inc. | 2,586 | $200K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 2,086,490 | $160.38M | 2.1% | -4.8% | 0.620% | |
| 7/22/2025 | Belpointe Asset Management LLC | 9,244 | $716K | 0.0% | N/A | 0.003% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 3,680 | $285K | 0.0% | +9.7% | 0.001% | |
| 7/22/2025 | DAVENPORT & Co LLC | 3,257 | $252K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Gemmer Asset Management LLC | 17,800 | $1.38M | 0.1% | +6.0% | 0.005% | |
| 7/22/2025 | Realta Investment Advisors | 1,122 | $87K | 0.0% | -56.2% | 0.000% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 3,288 | $255K | 0.1% | -28.3% | 0.001% | |
| 7/22/2025 | MGO Private Wealth LLC | 96,981 | $7.52M | 4.8% | +5.5% | 0.029% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 157,706 | $12.22M | 0.7% | +188.3% | 0.047% | |
| 7/21/2025 | Ameriflex Group Inc. | 560 | $43K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Washington Growth Strategies LLC | 24,401 | $1.89M | 1.4% | +34,758.6% | 0.007% | |
| 7/21/2025 | Stock Yards Bank & Trust Co. | 3,027 | $235K | 0.0% | -49.2% | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 483 | $37K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Custos Family Office LLC | 17,880 | $1.39M | 0.4% | +1.5% | 0.005% | |
| 7/21/2025 | Quattro Financial Advisors LLC | 14,515 | $1.13M | 0.4% | -9.9% | 0.004% | |
| 7/21/2025 | Warner Financial Inc. | 2,619 | $203K | 0.1% | N/A | 0.001% | |
| 7/21/2025 | River Street Advisors LLC | 43,723 | $3.39M | 1.5% | -8.6% | 0.013% | |
| 7/21/2025 | Hilltop National Bank | 900 | $70K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | OLD Second National Bank of Aurora | 168,025 | $13.02M | 2.8% | -1.9% | 0.050% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 620,351 | $48.08M | 0.2% | -6.8% | 0.184% | |
| 7/21/2025 | DMKC Advisory Services LLC | 19,094 | $1.48M | 0.8% | +132.1% | 0.006% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 39,592 | $3.07M | 0.1% | -0.5% | 0.012% | |
| 7/18/2025 | CHURCHILL MANAGEMENT Corp | 192,387 | $14.91M | 0.2% | -1.5% | 0.057% | |
| 7/18/2025 | Viewpoint Investment Partners Corp | 22,400 | $1.74M | 0.9% | +14.3% | 0.007% | |
| 7/18/2025 | Tanager Wealth Management LLP | 368,777 | $28.58M | 3.4% | +1.5% | 0.109% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 3,436 | $266K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | Pure Financial Advisors LLC | 7,415 | $575K | 0.0% | +30.3% | 0.002% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 994 | $77K | 0.0% | +42.2% | 0.000% | |
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| 7/18/2025 | PFG Investments LLC | 4,251 | $329K | 0.0% | -5.7% | 0.001% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 7,675 | $595K | 0.1% | -13.1% | 0.002% | |
| 7/18/2025 | Sicart Associates LLC | 2,730 | $212K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | Liberty Capital Management Inc. | 21,355 | $1.66M | 0.3% | +28.3% | 0.006% | |
| 7/18/2025 | Truist Financial Corp | 103,287 | $8.01M | 0.0% | +18.9% | 0.030% | |
| 7/18/2025 | First United Bank & Trust | 4,430 | $343K | 0.1% | +10.3% | 0.001% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 12,561 | $927K | 0.0% | +29.4% | 0.004% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,019 | $389K | 0.1% | N/A | 0.001% | |
| 7/17/2025 | Chicago Capital LLC | 21,184 | $1.64M | 0.0% | +1.7% | 0.006% | |
| 7/17/2025 | Greenleaf Trust | 3,201 | $248K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | BFI Infinity Ltd. | 197,608 | $15.32M | 12.7% | +15.6% | 0.058% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,109 | $241K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Janney Capital Management LLC | 6,212 | $481K | 0.0% | +11.2% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 322,596 | $25.00M | 0.1% | +11.7% | 0.095% | |
| 7/17/2025 | Smith Anglin Financial LLC | 8,160 | $632K | 0.1% | +6.3% | 0.002% | |
| 7/17/2025 | Prepared Retirement Institute LLC | 4,877 | $378K | 0.2% | +13.5% | 0.001% | |
| 7/17/2025 | Heritage Investment Group Inc. | 3,604 | $279K | 0.0% | -6.8% | 0.001% | |
| 7/17/2025 | Keystone Global Partners LLC | 96,227 | $7.46M | 4.1% | +90.1% | 0.028% | |
| 7/17/2025 | Charles Schwab Trust Co | 6,061 | $470K | 0.0% | -36.6% | 0.002% | |
| 7/17/2025 | Hengehold Capital Management LLC | 230,776 | $17.89M | 1.6% | N/A | 0.068% | |
| 7/17/2025 | Tiller Private Wealth Inc. | 89,954 | $6.97M | 2.6% | -58.3% | 0.026% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 10,843 | $840K | 0.2% | +7.3% | 0.003% | |
| 7/16/2025 | Brown Lisle Cummings Inc. | 2,628 | $204K | 0.1% | +13.0% | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 8,641 | $670K | 0.0% | +2.2% | 0.003% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 180,781 | $14.01M | 3.0% | N/A | 0.053% | |
| 7/16/2025 | BOS Asset Management LLC | 6,418 | $497K | 0.2% | N/A | 0.002% | |
| 7/16/2025 | Rebalance LLC | 20,346 | $1.58M | 0.1% | -14.1% | 0.006% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 8,724 | $676K | 0.2% | N/A | 0.003% | |
| 7/16/2025 | Dakota Wealth Management | 9,045 | $701K | 0.0% | +21.0% | 0.003% | |
| 7/16/2025 | Perigon Wealth Management LLC | 23,177 | $1.80M | 0.0% | +241.8% | 0.007% | |
| 7/15/2025 | BigSur Wealth Management LLC | 193,610 | $15.01M | 3.8% | +3.2% | 0.057% | |
| 7/15/2025 | Perennial Advisors LLC | 3,174 | $246K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Xcel Wealth Management LLC | 6,485 | $503K | 0.1% | +9.1% | 0.002% | |
| 7/15/2025 | North Star Investment Management Corp. | 364 | $28K | 0.0% | +833.3% | 0.000% | |
| 7/15/2025 | TD Private Client Wealth LLC | 6,561 | $508K | 0.0% | +941.4% | 0.002% | |
| 7/15/2025 | Mather Group LLC. | 8,332,294 | $645.75M | 6.9% | +249.4% | 2.454% | |
| 7/15/2025 | Roger Wittlin Investment Advisory LLC | 16,430 | $1.27M | 0.7% | +0.8% | 0.005% | |
| 7/15/2025 | Evanson Asset Management LLC | 30,617 | $2.37M | 0.2% | +0.6% | 0.009% | |
| 7/15/2025 | Ballentine Partners LLC | 531,525 | $41.19M | 0.6% | -2.6% | 0.157% | |
| 7/15/2025 | Maseco LLP | 10,290 | $798K | 0.0% | N/A | 0.003% | |
| 7/15/2025 | Pictet North America Advisors SA | 42,698 | $3.31M | 0.3% | +37.6% | 0.013% | |
| 7/15/2025 | Family Wealth Partners LLC | 23,126 | $1.79M | 0.7% | -8.9% | 0.007% | |
| 7/14/2025 | E&G Advisors LP | 33,068 | $2.56M | 0.7% | +8.4% | 0.010% | |
| 7/14/2025 | Mechanics Bank Trust Department | 21,779 | $1.69M | 0.2% | +60.6% | 0.006% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 264,182 | $20.47M | 1.6% | N/A | 0.078% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 22,231 | $1.72M | 0.1% | +17.2% | 0.007% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 16,140 | $1.25M | 0.0% | +2.6% | 0.005% | |
| 7/14/2025 | Park Avenue Securities LLC | 5,681 | $440K | 0.0% | -2.7% | 0.002% | |
| 7/11/2025 | Skyline Advisors Inc. | 2,788 | $216K | 0.1% | -8.2% | 0.001% | |
| 7/11/2025 | Coastwise Capital Group LLC | 4,500 | $349K | 0.3% | -33.3% | 0.001% | |
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| 7/11/2025 | BTC Capital Management Inc. | 38,443 | $2.98M | 0.2% | -2.6% | 0.011% | |
| 7/11/2025 | First PREMIER Bank | 630 | $49K | 0.0% | +242.4% | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 11,803 | $915K | 0.0% | +104.6% | 0.003% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 2,655 | $207K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | WealthBridge Investment Counsel Inc. | 134,680 | $10.44M | 3.4% | +4.8% | 0.040% | |
| 7/11/2025 | Addis & Hill Inc | 78,905 | $6.12M | 4.0% | -2.6% | 0.023% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 4,839 | $375K | 0.0% | +3.2% | 0.001% | |
| 7/10/2025 | Anderson Hoagland & Co. | 211,308 | $16.38M | 1.6% | +0.2% | 0.063% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 35,776 | $2.77M | 0.2% | -7.2% | 0.011% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 122,601 | $9.53M | 0.0% | -8.0% | 0.036% | |
