| 8/27/2025 | Orion Porfolio Solutions LLC | 12,471 | $508K | 0.0% | -12.2% | 0.045% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 13,293 | $542K | 0.0% | -77.4% | 0.048% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 3,845 | $157K | 0.0% | -84.7% | 0.014% | |
| 8/15/2025 | Corient Private Wealth LLC | 229,233 | $9.34M | 0.0% | +3.0% | 0.822% | |
| 8/15/2025 | Captrust Financial Advisors | 19,904 | $811K | 0.0% | -34.3% | 0.071% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 305,213 | $12.43M | 0.1% | +2,049.1% | 1.094% | |
| 8/15/2025 | MML Investors Services LLC | 15,502 | $632K | 0.0% | -4.1% | 0.056% | |
| 8/15/2025 | Modern Wealth Management LLC | 47,120 | $1.92M | 0.0% | N/A | 0.169% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 9,572 | $390K | 0.3% | -29.8% | 0.034% | |
| 8/15/2025 | Bank of America Corp DE | 6,258,642 | $254.98M | 0.0% | -3.0% | 22.432% | |
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| 8/15/2025 | Ameriprise Financial Inc. | 161,867 | $6.60M | 0.0% | -2.2% | 0.580% | |
| 8/14/2025 | Raymond James Financial Inc. | 176,783 | $7.20M | 0.0% | +107.5% | 0.634% | |
| 8/14/2025 | Betterment LLC | 16,037 | $653K | 0.0% | +17.1% | 0.057% | |
| 8/14/2025 | NewEdge Advisors LLC | 70,674 | $2.88M | 0.0% | +17.2% | 0.253% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 5,988 | $244K | 0.0% | N/A | 0.021% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 7,334 | $299K | 0.0% | +3.6% | 0.026% | |
| 8/13/2025 | SageView Advisory Group LLC | 40,988 | $1.73M | 0.1% | -3.8% | 0.147% | |
| 8/13/2025 | North Berkeley Wealth Management LLC | 290,314 | $11.83M | 10.8% | +10.1% | 1.041% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 1,431 | $58K | 0.0% | -56.3% | 0.005% | |
| 8/13/2025 | GeoWealth Management LLC | 45,828 | $1.87M | 0.1% | -17.1% | 0.164% | |
| 8/13/2025 | Baird Financial Group Inc. | 12,596 | $513K | 0.0% | +6.7% | 0.045% | |
| 8/13/2025 | Argyle Capital Partners LLC | 5,140 | $209K | 0.2% | N/A | 0.018% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 184,566 | $7.52M | 0.5% | +8.6% | 0.662% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 82,946 | $3.38M | 0.0% | +6.7% | 0.297% | |
| 8/13/2025 | VestGen Advisors LLC | 8,526 | $351K | 0.0% | -4.1% | 0.031% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 16,799 | $684K | 0.0% | +5.9% | 0.060% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 107,335 | $4.37M | 0.1% | N/A | 0.385% | |
| 8/12/2025 | JPMorgan Chase & Co. | 73,896 | $3.01M | 0.0% | -7.9% | 0.265% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 43,919 | $1.79M | 0.2% | +3.7% | 0.157% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 49,945 | $2.04M | 0.0% | -0.9% | 0.179% | |
| 8/8/2025 | Cetera Investment Advisers | 85,630 | $3.49M | 0.0% | +28.9% | 0.307% | |
| 8/8/2025 | Creative Planning | 229,861 | $9.37M | 0.0% | +5.5% | 0.824% | |
| 8/8/2025 | WealthShield Partners LLC | 30,177 | $1.23M | 0.1% | -13.3% | 0.108% | |
| 8/7/2025 | Allworth Financial LP | 127,398 | $5.19M | 0.0% | +2.6% | 0.457% | |
| 8/7/2025 | Midwest Trust Co | 27,685 | $1.13M | 0.0% | N/A | 0.099% | |
| 8/7/2025 | Brio Consultants LLC | 23,633 | $963K | 0.1% | -45.3% | 0.085% | |
| 8/6/2025 | RWA Wealth Partners LLC | 65,357 | $2.66M | 0.0% | +8.2% | 0.234% | |
| 8/6/2025 | Bensler LLC | 12,249 | $499K | 0.1% | +12.7% | 0.044% | |
| 8/6/2025 | Capasso Planning Partners LLC | 11,208 | $457K | 0.3% | +5.4% | 0.040% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 42,524 | $1.73M | 0.0% | +102.3% | 0.152% | |
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| 8/6/2025 | Walkner Condon Financial Advisors LLC | 20,299 | $827K | 0.2% | +8.0% | 0.073% | |
| 8/6/2025 | Sage Advisory Services Ltd.Co. | 13,094 | $533K | 0.3% | +6.6% | 0.047% | |
| 8/6/2025 | Savant Capital LLC | 14,176 | $578K | 0.0% | -27.4% | 0.051% | |
| 8/6/2025 | Columbia River Financial Group LLC | 5,925 | $243K | 0.2% | +9.9% | 0.021% | |
| 8/5/2025 | Clarity Wealth Development LLC | 71,876 | $2.93M | 2.9% | +0.9% | 0.258% | |
| 8/5/2025 | Bank of New York Mellon Corp | 355,056 | $14.47M | 0.0% | -2.4% | 1.273% | |
| 8/5/2025 | Mission Wealth Management LP | 801,414 | $32.65M | 0.7% | +0.9% | 2.872% | |
| 8/5/2025 | TIAA Trust National Association | 1,467,595 | $59.79M | 0.2% | -4.6% | 5.260% | |
| 8/4/2025 | Assetmark Inc. | 10,569 | $431K | 0.0% | +6.0% | 0.038% | |
| 8/1/2025 | Equita Financial Network Inc. | 21,301 | $868K | 0.3% | -21.8% | 0.076% | |
| 8/1/2025 | Rossby Financial LCC | 77,730 | $3.17M | 1.2% | -2.5% | 0.279% | |
| 8/1/2025 | Bessemer Group Inc. | 12,561 | $512K | 0.0% | +361.3% | 0.045% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 529,710 | $21.58M | 0.0% | +5.3% | 1.899% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 20,923 | $852K | 0.0% | +2.7% | 0.075% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 9,735 | $397K | 0.1% | -32.1% | 0.035% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 19,159 | $780K | 0.4% | +18.5% | 0.069% | |
| 7/30/2025 | Freedom Investment Management Inc. | 18,879 | $769K | 0.1% | -9.6% | 0.068% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 15,179 | $618K | 0.1% | +6.1% | 0.054% | |
| 7/30/2025 | D.A. Davidson & CO. | 11,457 | $467K | 0.0% | +14.1% | 0.041% | |
| 7/30/2025 | Pacific Sun Financial Corp | 10,586 | $431K | 0.2% | -5.4% | 0.038% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 9,173 | $389K | 0.0% | -2.6% | 0.033% | |
| 7/29/2025 | Kelman Lazarov Inc. | 4,995 | $203K | 0.0% | N/A | 0.018% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,233 | $621K | 0.0% | +5.3% | 0.055% | |
| 7/29/2025 | Private Trust Co. NA | 3,886 | $158K | 0.0% | -16.0% | 0.014% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 53,107 | $2.16M | 0.4% | +9.0% | 0.190% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 6,593 | $269K | 0.3% | N/A | 0.024% | |
| 7/28/2025 | Mutual Advisors LLC | 16,624 | $703K | 0.0% | -4.3% | 0.060% | |
| 7/28/2025 | Harbour Investments Inc. | 32,021 | $1.31M | 0.0% | +2.3% | 0.115% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 59,224 | $2.41M | 0.4% | +9.9% | 0.212% | |
| 7/28/2025 | CGC Financial Services LLC | 53,073 | $2.16M | 0.7% | +1.3% | 0.190% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 30,786 | $1.25M | 0.2% | +1.2% | 0.110% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 41,191 | $1.68M | 0.0% | -0.9% | 0.148% | |
| 7/25/2025 | McNamara Financial Services Inc. | 11,383 | $464K | 0.1% | +17.5% | 0.041% | |
| 7/25/2025 | CWM LLC | 1,552 | $63K | 0.0% | -58.2% | 0.006% | |
| 7/25/2025 | Apollon Wealth Management LLC | 7,859 | $320K | 0.0% | +39.8% | 0.028% | |
| 7/25/2025 | Natural Investments LLC | 8,545 | $348K | 0.1% | +7.4% | 0.031% | |
| 7/23/2025 | Values Added Financial LLC | 7,609 | $310K | 0.2% | +41.7% | 0.027% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 5,580 | $227K | 0.0% | -32.1% | 0.020% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 19,025 | $794K | 0.4% | +3.6% | 0.068% | |
| 7/23/2025 | RMG Wealth Management LLC | 1,959 | $82K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 10,820 | $441K | 0.1% | -45.6% | 0.039% | |
| 7/22/2025 | Petros Family Wealth LLC | 5,332 | $217K | 0.2% | N/A | 0.019% | |
| 7/22/2025 | Financial Insights Inc. | 6,594 | $269K | 0.1% | -36.9% | 0.024% | |
| 7/21/2025 | Corundum Group Inc. | 58,680 | $2.39M | 1.1% | -3.0% | 0.210% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 107,678 | $4.39M | 0.2% | -4.0% | 0.386% | |
| 7/18/2025 | Vicus Capital | 40,288 | $1.64M | 0.1% | +1.6% | 0.144% | |
| 7/18/2025 | BSW Wealth Partners | 86,830 | $3.54M | 0.5% | -11.0% | 0.311% | |
| 7/18/2025 | First Pacific Financial | 248,875 | $10.14M | 1.5% | +2.4% | 0.892% | |
| 7/18/2025 | PFG Investments LLC | 7,251 | $295K | 0.0% | -13.8% | 0.026% | |
| 7/18/2025 | First United Bank & Trust | 785 | $32K | 0.0% | -74.8% | 0.003% | |
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| 7/17/2025 | LexAurum Advisors LLC | 9,459 | $385K | 0.1% | +8.2% | 0.034% | |
| 7/17/2025 | XY Planning Network Inc. | 46,146 | $1.88M | 0.6% | +21.2% | 0.165% | |
| 7/16/2025 | Diversified Enterprises LLC | 19,867 | $809K | 0.1% | +30.5% | 0.071% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 55,742 | $2.27M | 0.1% | -7.8% | 0.200% | |
| 7/16/2025 | New Insight Wealth Advisors | 9,678 | $394K | 0.2% | -6.1% | 0.035% | |
| 7/16/2025 | Falcon Wealth Planning | 8,952 | $365K | 0.0% | +15.5% | 0.032% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 13,154 | $536K | 0.2% | -13.9% | 0.047% | |
| 7/16/2025 | Perigon Wealth Management LLC | 9,792 | $399K | 0.0% | +54.3% | 0.035% | |
| 7/15/2025 | McAdam LLC | 6,095 | $248K | 0.0% | +6.5% | 0.022% | |
| 7/15/2025 | RVW Wealth LLC | 18,548 | $756K | 0.1% | -2.0% | 0.066% | |
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