| 8/1/2025 | James Investment Research Inc. | 11,139 | $758K | 0.1% | +8.4% | 0.045% | |
| 8/1/2025 | Providence First Trust Co | 19,288 | $1.31M | 0.5% | +35.7% | 0.077% | |
| 8/1/2025 | Anson Capital Inc. | 17,049 | $1.16M | 0.9% | -9.3% | 0.068% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 5,878 | $400K | 0.0% | N/A | 0.024% | |
| 8/1/2025 | Brookwood Investment Group LLC | 7,835 | $533K | 0.1% | N/A | 0.031% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,580,283 | $107.49M | 0.0% | +4.1% | 6.347% | |
| 7/30/2025 | Whittier Trust Co. | 900 | $61K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Systelligence LLC | 139,471 | $9.49M | 1.8% | +4.7% | 0.560% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 4,262 | $290K | 0.0% | +29.5% | 0.017% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 6,126 | $417K | 0.0% | +14.5% | 0.025% | |
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| 7/29/2025 | Private Trust Co. NA | 1,292 | $88K | 0.0% | -46.3% | 0.005% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 590 | $40K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | Mutual Advisors LLC | 4,290 | $294K | 0.0% | +12.4% | 0.017% | |
| 7/28/2025 | Harbour Investments Inc. | 7,284 | $495K | 0.0% | -89.9% | 0.029% | |
| 7/28/2025 | RFG Advisory LLC | 22,537 | $1.53M | 0.0% | -24.5% | 0.091% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 11,800 | $803K | 0.0% | N/A | 0.047% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,279 | $297K | 0.0% | -48.7% | 0.017% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 130,604 | $8.88M | 0.0% | +6.6% | 0.525% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 88,846 | $6.04M | 0.0% | -8.8% | 0.357% | |
| 7/25/2025 | MGO One Seven LLC | 11,715 | $797K | 0.0% | +27.1% | 0.047% | |
| 7/25/2025 | Prostatis Group LLC | 54,376 | $3.70M | 1.1% | +6.1% | 0.218% | |
| 7/25/2025 | CWM LLC | 354,148 | $24.09M | 0.1% | +2.2% | 1.422% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 3,721 | $253K | 0.0% | N/A | 0.015% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 21,381 | $1.45M | 0.0% | -6.0% | 0.086% | |
| 7/25/2025 | Apollon Financial LLC | 20,534 | $1.40M | 0.3% | +14.4% | 0.082% | |
| 7/25/2025 | Apollon Wealth Management LLC | 371,638 | $25.28M | 0.5% | -2.8% | 1.493% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 10,070 | $685K | 0.1% | N/A | 0.040% | |
| 7/24/2025 | IFP Advisors Inc | 7,033 | $478K | 0.0% | N/A | 0.028% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 4,619 | $314K | 0.0% | N/A | 0.019% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 190,028 | $12.93M | 2.3% | +3.6% | 0.763% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 23,872 | $1.62M | 0.1% | -16.1% | 0.096% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 47,079 | $3.20M | 0.0% | +4.5% | 0.189% | |
| 7/22/2025 | Gratus Wealth Advisors LLC | 477,335 | $32.47M | 4.9% | +0.4% | 1.917% | |
| 7/22/2025 | Valley National Advisers Inc. | 2,539 | $172K | 0.0% | -20.6% | 0.010% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 14,236 | $968K | 0.1% | N/A | 0.057% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 9,591 | $652K | 0.0% | N/A | 0.039% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 89,516 | $6.08M | 2.3% | +8.3% | 0.360% | |
| 7/22/2025 | Accel Wealth Management | 24,850 | $1.69M | 0.6% | +3.5% | 0.100% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 7,514 | $511K | 0.0% | N/A | 0.030% | |
| 7/21/2025 | Seros Financial LLC | 70,009 | $4.76M | 3.0% | N/A | 0.281% | |
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| 7/18/2025 | Trilogy Capital Inc. | 6,805 | $463K | 0.0% | N/A | 0.027% | |
| 7/18/2025 | Lowery Thomas LLC | 15,001 | $1.02M | 0.7% | -7.3% | 0.060% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 7,281 | $495K | 0.1% | +3.0% | 0.029% | |
| 7/18/2025 | Cooper Financial Group | 102,655 | $6.98M | 0.8% | -5.2% | 0.412% | |
| 7/18/2025 | Truist Financial Corp | 79,549 | $5.41M | 0.0% | -12.9% | 0.319% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 219,456 | $14.93M | 0.0% | +11.8% | 0.881% | |
| 7/17/2025 | Fifth Third Securities Inc. | 15,896 | $1.08M | 0.1% | +3.7% | 0.064% | |
| 7/17/2025 | Sound Income Strategies LLC | 41,917 | $2.85M | 0.2% | +191.3% | 0.168% | |
| 7/16/2025 | Marmo Financial Group LLC | 281,674 | $19.16M | 9.5% | +1.5% | 1.131% | |
| 7/16/2025 | Kendall Capital Management | 17,000 | $1.16M | 0.3% | N/A | 0.068% | |
| 7/16/2025 | New Insight Wealth Advisors | 27,812 | $1.89M | 0.8% | -0.8% | 0.112% | |
| 7/15/2025 | Optima Capital LLC | 34,376 | $2.34M | 1.3% | N/A | 0.138% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 62,739 | $4.27M | 1.0% | +302.9% | 0.252% | |
| 7/14/2025 | Southland Equity Partners LLC | 4,884 | $332K | 0.1% | N/A | 0.020% | |
| 7/14/2025 | Sowell Financial Services LLC | 8,753 | $595K | 0.0% | N/A | 0.035% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 3,110 | $212K | 0.0% | N/A | 0.012% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,026 | $206K | 0.0% | +8.4% | 0.012% | |
| 7/10/2025 | Sterling Financial Group Inc. | 3,862 | $263K | 0.1% | N/A | 0.016% | |
| 7/10/2025 | Kozak & Associates Inc. | 14,079 | $973K | 0.2% | -7.1% | 0.057% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 32,765 | $2.23M | 0.3% | N/A | 0.132% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 462,553 | $32.09M | 0.1% | +54.6% | 1.858% | |
| 7/10/2025 | Focus Financial Network Inc. | 204,723 | $13.93M | 0.5% | +1.7% | 0.822% | |
| 7/9/2025 | Breakwater Capital Group | 13,541 | $921K | 0.2% | +7.8% | 0.054% | |
| 7/9/2025 | Fiduciary Alliance LLC | 78,500 | $5.34M | 0.4% | +19.9% | 0.315% | |
| 7/7/2025 | Nova Wealth Management Inc. | 32,326 | $2.20M | 1.6% | +7.8% | 0.130% | |
| 7/7/2025 | TruWealth Advisors LLC | 3,134 | $213K | 0.0% | N/A | 0.013% | |
| 6/20/2025 | Real Talk Capital LLC | 6,815 | $428K | 0.6% | +10.4% | 0.029% | |
| 5/29/2025 | Nova Wealth Management Inc. | 29,990 | $1.88M | 1.6% | +36.6% | 0.133% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 87,413 | $5.49M | 3.4% | +15.1% | 0.387% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 65,051 | $4.08M | 0.1% | +9.2% | 0.288% | |
| 5/20/2025 | Focus Partners Wealth | 8,582 | $539K | 0.0% | N/A | 0.038% | |
| 5/20/2025 | Integrity Alliance LLC. | 19,479 | $1.22M | 0.0% | N/A | 0.086% | |
| 5/19/2025 | Jane Street Group LLC | 6,570 | $412K | 0.0% | -35.1% | 0.029% | |
| 5/16/2025 | Prostatis Group LLC | 51,236 | $3.22M | 1.0% | +38.1% | 0.227% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,291 | $207K | 0.0% | N/A | 0.015% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 896 | $56K | 0.0% | +48.8% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 21,560 | $1.35M | 0.0% | -69.6% | 0.095% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 1,307 | $82K | 0.1% | -20.0% | 0.006% | |
| 5/16/2025 | NewEdge Advisors LLC | 93,922 | $5.89M | 0.0% | +91.7% | 0.415% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 750 | $47K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 16,983 | $1.07M | 0.5% | N/A | 0.075% | |
| 5/15/2025 | Royal Bank of Canada | 119,454 | $7.50M | 0.0% | -6.9% | 0.528% | |
| 5/15/2025 | Calton & Associates Inc. | 7,629 | $479K | 0.1% | N/A | 0.034% | |
| 5/15/2025 | Titleist Asset Management LLC | 75,464 | $4.74M | 0.5% | +1.8% | 0.334% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,590 | $288K | 0.0% | -6.8% | 0.020% | |
| 5/15/2025 | Trexquant Investment LP | 3,211 | $201K | 0.0% | -19.6% | 0.014% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,140 | $385K | 0.0% | -28.2% | 0.027% | |
| 5/14/2025 | Comerica Bank | 13,500 | $847K | 0.0% | -25.8% | 0.060% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 363,127 | $22.79M | 0.0% | +102.2% | 1.606% | |
| 5/14/2025 | CW Advisors LLC | 37,069 | $2.33M | 0.0% | N/A | 0.164% | |
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| 5/14/2025 | RWA Wealth Partners LLC | 16,408 | $1.03M | 0.0% | N/A | 0.073% | |
| 5/13/2025 | SFI Advisors LLC | 20,210 | $1.27M | 0.9% | N/A | 0.089% | |
| 5/13/2025 | Raymond James Financial Inc. | 406,230 | $25.49M | 0.0% | -12.4% | 1.797% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 13,172 | $827K | 0.6% | +18.6% | 0.058% | |
| 5/12/2025 | Meridian Wealth Management LLC | 105,574 | $6.63M | 0.3% | -0.6% | 0.467% | |
| 5/12/2025 | Maia Wealth LLC | 11,029 | $654K | 0.1% | +3.9% | 0.049% | |
| 5/12/2025 | Independent Advisor Alliance | 3,714 | $233K | 0.0% | -90.9% | 0.016% | |
| 5/12/2025 | Cooper Financial Group | 108,250 | $6.79M | 0.9% | +4.0% | 0.479% | |
| 5/12/2025 | Benjamin Edwards Inc. | 9,351 | $587K | 0.0% | -29.3% | 0.041% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,343 | $524K | 0.0% | N/A | 0.038% | |
