| 7/16/2025 | ORG Wealth Partners LLC | 2,729 | $366K | 0.1% | -3.8% | 0.004% | |
| 7/16/2025 | Encompass Wealth Advisors LLC | 6,736 | $905K | 0.3% | +1.6% | 0.010% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 46,744 | $6.28M | 1.7% | N/A | 0.067% | |
| 7/16/2025 | ORG Partners LLC | 1,804 | $242K | 0.1% | -7.3% | 0.003% | |
| 7/16/2025 | Paragon Capital Management Ltd | 10,665 | $1.43M | 0.3% | -7.8% | 0.015% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 2,724 | $366K | 0.2% | -5.7% | 0.004% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 2,556 | $344K | 0.0% | -5.3% | 0.004% | |
| 7/16/2025 | Flower City Capital | 40,381 | $5.43M | 3.2% | +1.0% | 0.058% | |
| 7/16/2025 | True North Advisors LLC | 5,343 | $718K | 0.1% | -1.6% | 0.008% | |
| 7/16/2025 | Falcon Wealth Planning | 20,239 | $2.72M | 0.3% | -3.4% | 0.029% | |
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| 7/16/2025 | TCI Wealth Advisors Inc. | 10,455 | $1.41M | 0.1% | +68.5% | 0.015% | |
| 7/16/2025 | Congress Asset Management Co. | 13,003 | $1.75M | 0.0% | -3.9% | 0.019% | |
| 7/16/2025 | Traveka Wealth LLC | 16,828 | $2.26M | 1.2% | -1.2% | 0.024% | |
| 7/16/2025 | Dakota Wealth Management | 1,584 | $213K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Perigon Wealth Management LLC | 32,368 | $4.35M | 0.1% | +1.1% | 0.047% | |
| 7/16/2025 | Newton One Investments LLC | 23,281 | $3.13M | 1.0% | +1.5% | 0.034% | |
| 7/15/2025 | Level Financial Advisors | 15,721 | $2.11M | 0.7% | -12.5% | 0.023% | |
| 7/15/2025 | McAdam LLC | 3,325 | $447K | 0.0% | -7.4% | 0.005% | |
| 7/15/2025 | Atmos Advisory LLC | 50,288 | $6.76M | 4.3% | -3.7% | 0.073% | |
| 7/15/2025 | Mather Group LLC. | 139,518 | $18.75M | 0.2% | -11.6% | 0.201% | |
| 7/15/2025 | Evanson Asset Management LLC | 23,502 | $3.16M | 0.2% | +4.8% | 0.034% | |
| 7/15/2025 | Ballentine Partners LLC | 12,797 | $1.72M | 0.0% | -5.6% | 0.018% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 70,840 | $9.52M | 1.2% | +3.2% | 0.102% | |
| 7/15/2025 | Family Wealth Partners LLC | 18,704 | $2.51M | 1.0% | -5.3% | 0.027% | |
| 7/15/2025 | CGN Advisors LLC | 7,293 | $980K | 0.1% | -6.6% | 0.011% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,097 | $551K | 0.0% | +64.5% | 0.006% | |
| 7/14/2025 | GAMMA Investing LLC | 305 | $41K | 0.0% | +58.0% | 0.000% | |
| 7/14/2025 | Ridgewood Investments LLC | 3,700 | $497K | 0.2% | +36.4% | 0.005% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 3,628 | $488K | 0.2% | -5.1% | 0.005% | |
| 7/14/2025 | Park Avenue Securities LLC | 11,803 | $1.59M | 0.0% | -35.9% | 0.017% | |
| 7/14/2025 | Matrix Trust Co | 9,134 | $1.23M | 0.2% | N/A | 0.013% | |
| 7/14/2025 | Sowell Financial Services LLC | 3,381 | $454K | 0.0% | +10.0% | 0.005% | |
| 7/11/2025 | Prosperity Planning Inc. | 3,512 | $472K | 0.1% | -3.5% | 0.005% | |
| 7/11/2025 | Colorado Capital Management Inc. | 10,661 | $1.43M | 0.6% | -8.2% | 0.015% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,154 | $1.90M | 0.0% | +524.3% | 0.020% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 9,115 | $1.23M | 0.1% | +2.1% | 0.013% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 9,408 | $1.27M | 0.3% | -1.6% | 0.014% | |
| 7/11/2025 | Eagle Bay Advisors LLC | 4,564 | $613K | 0.5% | -20.2% | 0.007% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 24,115 | $3.26M | 0.0% | -2.1% | 0.035% | |
| 7/10/2025 | Moller Wealth Partners | 39,099 | $5.26M | 1.2% | +7.7% | 0.056% | |
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| 7/10/2025 | Wedmont Private Capital | 184,519 | $24.94M | 1.1% | +4.0% | 0.266% | |
| 7/10/2025 | Tompkins Financial Corp | 200 | $27K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Uptown Financial Advisors LLC | 18,421 | $2.48M | 2.1% | -3.1% | 0.027% | |
| 7/10/2025 | Brooklyn FI LLC | 73,216 | $9.84M | 2.5% | -11.0% | 0.106% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 10,213 | $1.37M | 0.3% | +17.5% | 0.015% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 2,409 | $324K | 0.0% | -48.5% | 0.003% | |
| 7/9/2025 | Breakwater Capital Group | 4,851 | $652K | 0.1% | -2.7% | 0.007% | |
| 7/9/2025 | Hardin Capital Partners LLC | 1,519 | $204K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | Balefire LLC | 3,182 | $428K | 0.1% | N/A | 0.005% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 1,593 | $214K | 0.1% | -39.4% | 0.002% | |
| 7/8/2025 | Lpwm LLC | 24,579 | $3.30M | 1.0% | -8.2% | 0.035% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 11,173 | $1.50M | 0.1% | -21.5% | 0.016% | |
| 7/8/2025 | Apella Capital LLC | 196,264 | $26.20M | 0.7% | -10.0% | 0.283% | |
| 7/8/2025 | Parallel Advisors LLC | 2,166 | $291K | 0.0% | +29.5% | 0.003% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 16,184 | $2.18M | 1.5% | -11.5% | 0.023% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 72,725 | $9.77M | 2.5% | +19.8% | 0.105% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,322 | $581K | 0.1% | +527.3% | 0.006% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 32,634 | $4.39M | 2.2% | +8.4% | 0.047% | |
| 7/3/2025 | McLean Asset Management Corp | 10,222 | $1.38M | 0.4% | -5.8% | 0.015% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 45,053 | $6.06M | 1.1% | +22.7% | 0.065% | |
| 5/28/2025 | Jones Financial Companies Lllp | 568,450 | $66.13M | 0.1% | +1.0% | 0.825% | |
| 5/23/2025 | SWAN Capital LLC | 30,935 | $3.58M | 1.7% | +22.4% | 0.045% | |
| 5/21/2025 | McAdam LLC | 3,592 | $415K | 0.0% | +4.1% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 41,626 | $4.81M | 0.0% | +26.8% | 0.060% | |
| 5/19/2025 | Jane Street Group LLC | 332,532 | $38.44M | 0.0% | N/A | 0.483% | |
| 5/19/2025 | SageView Advisory Group LLC | 2,608 | $301K | 0.0% | -3.9% | 0.004% | |
| 5/19/2025 | Advisory Alpha LLC | 327,150 | $37.77M | 1.3% | -12.2% | 0.475% | |
| 5/19/2025 | SCS Capital Management LLC | 2,297 | $266K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Ascent Group LLC | 21,687 | $2.51M | 0.1% | +995.3% | 0.031% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 4,430 | $512K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | Bell Investment Advisors Inc | 9,630 | $1.11M | 0.2% | -1.9% | 0.014% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 149,176 | $17.25M | 0.0% | -1.3% | 0.215% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 2,571 | $297K | 0.1% | +19.9% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 438,010 | $51.78M | 0.0% | -22.2% | 0.636% | |
| 5/16/2025 | NewEdge Advisors LLC | 514 | $59K | 0.0% | -83.2% | 0.001% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,352 | $2.01M | 0.0% | -0.5% | 0.025% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 818,242 | $94.59M | 0.7% | +3.4% | 1.188% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 85,341 | $9.87M | 0.8% | -6.3% | 0.124% | |
| 5/16/2025 | AQR Capital Management LLC | 5,059 | $585K | 0.0% | +66.7% | 0.007% | |
| 5/15/2025 | EP Wealth Advisors LLC | 10,817 | $1.25M | 0.0% | -7.9% | 0.016% | |
| 5/15/2025 | Obsido Oy | 32,630 | $3.77M | 3.2% | N/A | 0.047% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 36,673 | $4.24M | 0.1% | +11.3% | 0.053% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,970 | $459K | 0.0% | -5.8% | 0.006% | |
| 5/15/2025 | Royal Bank of Canada | 264,837 | $30.62M | 0.0% | +91.6% | 0.384% | |
| 5/15/2025 | Betterment LLC | 1,763 | $204K | 0.0% | -18.2% | 0.003% | |
| 5/15/2025 | MAI Capital Management | 70,925 | $8.20M | 0.1% | +6.4% | 0.103% | |
| 5/15/2025 | DRW Securities LLC | 59,457 | $6.87M | 0.2% | N/A | 0.086% | |
| 5/15/2025 | Wit LLC | 484,096 | $55.96M | 1.4% | N/A | 0.703% | |
| 5/15/2025 | Titleist Asset Management LLC | 6,223 | $719K | 0.1% | +4.9% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 64,336 | $7.44M | 0.0% | +4.9% | 0.093% | |
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| 5/15/2025 | OLD Mission Capital LLC | 69,257 | $8.01M | 0.1% | N/A | 0.101% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 253,430 | $29.30M | 0.0% | -74.0% | 0.368% | |
| 5/15/2025 | WPG Advisers LLC | 228 | $26K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Tortoise Investment Management LLC | 34,076 | $3.94M | 0.4% | -9.7% | 0.049% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 15,626 | $1.81M | 0.2% | -2.2% | 0.023% | |
| 5/14/2025 | Causeway Capital Management LLC | 62,822 | $7.26M | 0.2% | -14.7% | 0.091% | |
| 5/14/2025 | Jane Street Group LLC | 332,532 | $38.44M | 0.0% | N/A | 0.483% | |
| 5/14/2025 | Full Sail Capital LLC | 340,477 | $39.36M | 2.5% | +2.2% | 0.494% | |
| 5/14/2025 | Comerica Bank | 1,938 | $224K | 0.0% | -58.8% | 0.003% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 7,937 | $919K | 0.0% | -21.8% | 0.012% | |
