| 7/24/2025 | Blue Trust Inc. | 65,000 | $1.94M | 0.0% | +8.9% | 0.068% | |
| 7/24/2025 | rebel Financial LLC | 18,469 | $551K | 0.3% | N/A | 0.019% | |
| 7/23/2025 | AMI Investment Management Inc. | 207,218 | $6.18M | 1.6% | N/A | 0.217% | |
| 7/23/2025 | Austin Asset Management Co Inc | 74,830 | $2.23M | 0.5% | -2.4% | 0.078% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 19,599 | $585K | 0.0% | -13.3% | 0.021% | |
| 7/23/2025 | Colony Family Offices LLC | 47,685 | $1.42M | 0.4% | +62.2% | 0.050% | |
| 7/23/2025 | Wealth Management Nebraska | 424,985 | $12.63M | 1.8% | +6.9% | 0.445% | |
| 7/22/2025 | DAVENPORT & Co LLC | 170,047 | $5.07M | 0.0% | -3.4% | 0.178% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 9,626 | $287K | 0.0% | -66.9% | 0.010% | |
| 7/21/2025 | Quent Capital LLC | 226,264 | $6.75M | 0.7% | +566.7% | 0.237% | |
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| 7/21/2025 | Abacus Planning Group Inc. | 271,668 | $8.11M | 0.9% | +8.3% | 0.285% | |
| 7/18/2025 | Tanager Wealth Management LLP | 401,786 | $11.99M | 1.4% | +26.0% | 0.421% | |
| 7/18/2025 | GEN Financial Management INC. | 59,849 | $1.79M | 1.5% | +458.1% | 0.063% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 29,432 | $878K | 0.5% | +11.2% | 0.031% | |
| 7/18/2025 | First Pacific Financial | 172,079 | $5.14M | 0.8% | +9.3% | 0.180% | |
| 7/18/2025 | Provident Wealth Management LLC | 45,144 | $1.35M | 0.4% | +2.7% | 0.047% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 40,762 | $1.22M | 0.5% | +11.1% | 0.043% | |
| 7/18/2025 | PBMares Wealth Management LLC | 120,637 | $3.60M | 0.7% | +16.8% | 0.126% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 127,224 | $3.80M | 2.4% | +4.4% | 0.133% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 30,311 | $904K | 0.2% | -3.6% | 0.032% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 371,128 | $11.07M | 2.4% | +16.7% | 0.389% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 52,366 | $1.56M | 0.2% | -6.0% | 0.055% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 23,487 | $701K | 0.3% | -2.9% | 0.025% | |
| 7/17/2025 | ERn Financial LLC | 47,750 | $1.43M | 0.3% | -2.5% | 0.050% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 18,566 | $554K | 0.3% | +13.3% | 0.019% | |
| 7/17/2025 | Stone Summit Wealth LLC | 7,014 | $209K | 0.1% | -21.4% | 0.007% | |
| 7/17/2025 | Avior Wealth Management LLC | 69,697 | $2.08M | 0.1% | +1.3% | 0.073% | |
| 7/16/2025 | Squire Investment Management Company LLC | 22,331 | $666K | 0.2% | -10.5% | 0.023% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 49,214 | $1.47M | 1.0% | +10.8% | 0.052% | |
| 7/16/2025 | Five Oceans Advisors | 9,426 | $281K | 0.1% | -16.6% | 0.010% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 1,420,615 | $42.39M | 2.9% | +0.7% | 1.489% | |
| 7/15/2025 | Level Financial Advisors | 197,207 | $5.89M | 1.8% | +15.0% | 0.207% | |
| 7/15/2025 | Total Wealth Planning LLC | 1,083,846 | $32.34M | 4.1% | +1.2% | 1.136% | |
| 7/15/2025 | Mather Group LLC. | 1,843,614 | $55.01M | 0.6% | -83.9% | 1.933% | |
| 7/15/2025 | Evanson Asset Management LLC | 1,172,296 | $34.98M | 2.2% | +3.5% | 1.229% | |
| 7/15/2025 | Fifth Third Bancorp | 1,410 | $42K | 0.0% | +96.1% | 0.001% | |
| 7/15/2025 | Kelly Financial Group LLC | 289,787 | $8.65M | 1.4% | +7.3% | 0.304% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 55,349 | $1.65M | 0.6% | +8.1% | 0.058% | |
| 7/14/2025 | Narus Financial Partners LLC | 35,630 | $1.06M | 0.3% | -13.2% | 0.037% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,551,634 | $46.30M | 0.4% | +7.7% | 1.626% | |
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| 7/11/2025 | Quad Cities Investment Group LLC | 16,232 | $484K | 0.2% | -4.5% | 0.017% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,546 | $165K | 0.0% | +41.7% | 0.006% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 21,364 | $638K | 0.4% | +28.4% | 0.022% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 255,733 | $7.63M | 2.4% | +0.8% | 0.268% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 150,280 | $4.51M | 0.0% | N/A | 0.158% | |
| 7/9/2025 | Aurelius Family Office LLC | 82,058 | $2.45M | 1.2% | -0.9% | 0.086% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 177,754 | $5.30M | 0.2% | -5.1% | 0.186% | |
| 7/9/2025 | Alesco Advisors LLC | 394,531 | $11.77M | 0.3% | +8.8% | 0.414% | |
| 7/9/2025 | Shore Point Advisors LLC | 40,381 | $1.21M | 0.6% | +1.6% | 0.042% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 354,233 | $10.57M | 3.9% | +96.5% | 0.371% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 306,157 | $9.14M | 3.5% | +4.5% | 0.321% | |
| 7/3/2025 | Trinity Financial Advisors LLC | 119,304 | $3.56M | 1.1% | +2.1% | 0.125% | |
| 7/3/2025 | Lam Group Inc. | 126,495 | $3.78M | 2.5% | -0.7% | 0.133% | |
| 7/3/2025 | Collective Family Office LLC | 249,247 | $7.44M | 1.9% | +16.4% | 0.261% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 109,539 | $3.27M | 0.3% | +110.1% | 0.115% | |
| 5/28/2025 | Jones Financial Companies Lllp | 18,411,354 | $481.38M | 0.4% | +3.9% | 18.086% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,067 | $208K | 0.0% | +1,196.9% | 0.008% | |
| 5/20/2025 | Focus Partners Wealth | 816,414 | $21.10M | 0.1% | +181.9% | 0.802% | |
| 5/19/2025 | Jane Street Group LLC | 331,836 | $8.58M | 0.0% | +168.8% | 0.326% | |
| 5/19/2025 | Advisory Alpha LLC | 339,541 | $8.77M | 0.3% | +49.7% | 0.334% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 116,868 | $2.98M | 1.1% | +1.1% | 0.115% | |
| 5/16/2025 | Jones Financial Companies Lllp | 18,230,993 | $476.71M | 0.4% | +2.9% | 18.104% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 141,280 | $3.65M | 0.1% | +30.0% | 0.140% | |
| 5/15/2025 | Royal Bank of Canada | 71,960 | $1.86M | 0.0% | +133.7% | 0.071% | |
| 5/15/2025 | Betterment LLC | 93,587 | $2.42M | 0.0% | -9.7% | 0.093% | |
| 5/15/2025 | OLD Mission Capital LLC | 487,731 | $12.60M | 0.2% | +67.5% | 0.484% | |
| 5/15/2025 | Tortoise Investment Management LLC | 16,944 | $438K | 0.0% | +30.0% | 0.017% | |
| 5/14/2025 | SVB Wealth LLC | 243,506 | $6.29M | 0.3% | N/A | 0.242% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,523 | $117K | 0.0% | +25.8% | 0.004% | |
| 5/14/2025 | Kestra Advisory Services LLC | 55,474 | $1.43M | 0.0% | +5.5% | 0.055% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 1,361,318 | $35.18M | 3.6% | +10.3% | 1.352% | |
| 5/14/2025 | CW Advisors LLC | 46,479 | $1.20M | 0.0% | N/A | 0.046% | |
| 5/14/2025 | Capital Analysts LLC | 61,163 | $1.58M | 0.1% | +120.4% | 0.061% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 269,960 | $6.98M | 0.2% | -21.1% | 0.268% | |
| 5/13/2025 | Ariadne Wealth Management LP | 100,992 | $2.80M | 1.5% | +1.2% | 0.100% | |
| 5/13/2025 | HighTower Advisors LLC | 38,262 | $989K | 0.0% | -13.5% | 0.038% | |
| 5/12/2025 | Savvy Advisors Inc. | 7,993 | $207K | 0.0% | N/A | 0.008% | |
| 5/12/2025 | AlphaCore Capital LLC | 4,990 | $129K | 0.0% | N/A | 0.005% | |
| 5/12/2025 | Alesco Advisors LLC | 362,456 | $9.37M | 0.3% | +10.7% | 0.360% | |
| 5/9/2025 | Pinney & Scofield Inc. | 107,474 | $2.78M | 2.0% | +21.5% | 0.107% | |
| 5/9/2025 | Navigoe LLC | 112,312 | $2.90M | 2.5% | -11.5% | 0.112% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 305,344 | $7.89M | 2.2% | +90.8% | 0.303% | |
| 5/9/2025 | McMill Wealth Management | 144,189 | $3.73M | 1.3% | +29.8% | 0.143% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 6,685 | $173K | 0.0% | -8.4% | 0.007% | |
| 5/8/2025 | Tillman Hartley LLC | 341,552 | $8.83M | 2.6% | +4.6% | 0.339% | |
| 5/8/2025 | Natixis Advisors LLC | 65,768 | $1.70M | 0.0% | +46.5% | 0.065% | |
| 5/8/2025 | Modera Wealth Management LLC | 22,761 | $588K | 0.0% | +2.2% | 0.023% | |
| 5/7/2025 | LPL Financial LLC | 136,733 | $3.53M | 0.0% | -13.1% | 0.136% | |
| 5/7/2025 | Motco | 16,208 | $419K | 0.0% | +174.5% | 0.016% | |
| 5/6/2025 | Maryland Capital Advisors Inc. | 51,214 | $1.32M | 0.6% | +3.7% | 0.051% | |
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| 5/6/2025 | Efficient Advisors LLC | 1,027,694 | $26.56M | 1.6% | -1.1% | 1.021% | |
| 5/6/2025 | PFG Advisors | 56,728 | $1.47M | 0.1% | +7.3% | 0.056% | |
| 5/6/2025 | Vista Capital Partners Inc. | 27,988 | $723K | 0.1% | -23.1% | 0.028% | |
| 5/5/2025 | Arcadia Wealth Management LLC | 36,681 | $948K | 0.5% | +1.4% | 0.036% | |
| 5/5/2025 | Aire Advisors LLC | 450,988 | $11.65M | 2.5% | +6.1% | 0.448% | |
| 5/5/2025 | TAGStone Capital Inc. | 9,559 | $247K | 0.1% | +4.7% | 0.009% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 86,081 | $2.22M | 0.0% | -11.1% | 0.085% | |
| 5/5/2025 | Private Advisor Group LLC | 91,984 | $2.38M | 0.0% | +9.5% | 0.091% | |
| 5/2/2025 | Forum Financial Management LP | 1,161,557 | $30.02M | 0.5% | -0.5% | 1.153% | |
| 5/2/2025 | Larson Financial Group LLC | 437,704 | $11.31M | 0.5% | -5.8% | 0.435% | |
