| 8/29/2025 | Evolution Wealth Management Inc. | 433 | $32K | 0.0% | N/A | 0.000% | |
| 8/28/2025 | Midwestern Financial LLC IA | 66,986 | $4.96M | 4.6% | N/A | 0.062% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 61,632 | $4.56M | 0.0% | +12.7% | 0.057% | |
| 8/25/2025 | Promus Capital LLC | 2,759 | $204K | 0.1% | N/A | 0.003% | |
| 8/25/2025 | BLVD Private Wealth LLC | 59,028 | $4.37M | 4.1% | N/A | 0.055% | |
| 8/21/2025 | Clarion Wealth Managment Partners LLC | 12,562 | $930K | 1.0% | N/A | 0.012% | |
| 8/19/2025 | Advisory Services Network LLC | 53,635 | $3.93M | 0.1% | +227.9% | 0.050% | |
| 8/19/2025 | Asset Dedication LLC | 5,096 | $377K | 0.0% | +29.9% | 0.005% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 25,633 | $1.90M | 1.2% | +19.1% | 0.024% | |
| 8/15/2025 | FFT Wealth Management LLC | 3,653 | $276K | 0.1% | N/A | 0.003% | |
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| 8/15/2025 | Brown Financial Advisors | 71,278 | $5.28M | 2.1% | -3.0% | 0.066% | |
| 8/15/2025 | Corient Private Wealth LLC | 4,047,220 | $299.54M | 0.4% | +4.1% | 3.763% | |
| 8/15/2025 | Captrust Financial Advisors | 2,733 | $202K | 0.0% | N/A | 0.003% | |
| 8/15/2025 | Visionary Wealth Advisors | 98,836 | $7.32M | 0.4% | -0.8% | 0.092% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 2,773 | $205K | 0.0% | +1,075.0% | 0.003% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 33,546 | $2.48M | 0.0% | -38.7% | 0.031% | |
| 8/15/2025 | MML Investors Services LLC | 154,777 | $11.46M | 0.0% | +5.3% | 0.144% | |
| 8/15/2025 | Modern Wealth Management LLC | 106,261 | $7.86M | 0.2% | +105.4% | 0.099% | |
| 8/15/2025 | Freedom Financial Partners LLC | 240,798 | $17.82M | 7.5% | +4.5% | 0.224% | |
| 8/15/2025 | Gallagher Fiduciary Advisors LLC | 3,645 | $270K | 0.0% | N/A | 0.003% | |
| 8/15/2025 | Eaton Cambridge Inc. | 19,363 | $1.43M | 0.5% | +3.2% | 0.018% | |
| 8/15/2025 | Bcwm LLC | 252,592 | $18.69M | 5.9% | +4.7% | 0.235% | |
| 8/15/2025 | Bank of America Corp DE | 2,255,718 | $166.95M | 0.0% | +18.8% | 2.097% | |
| 8/15/2025 | AQR Capital Management LLC | 48,158 | $3.56M | 0.0% | +25.4% | 0.045% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,078,438 | $79.80M | 0.0% | +63.9% | 1.003% | |
| 8/14/2025 | Vista Capital Partners Inc. | 6,596 | $488K | 0.1% | -5.4% | 0.006% | |
| 8/14/2025 | Camarda Financial Advisors LLC | 9,677 | $716K | 0.3% | +2.0% | 0.009% | |
| 8/14/2025 | Jane Street Group LLC | 258,505 | $19.13M | 0.0% | -69.6% | 0.240% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 8,554 | $633K | 0.0% | -2.1% | 0.008% | |
| 8/14/2025 | Raymond James Financial Inc. | 467,810 | $34.62M | 0.0% | +16.4% | 0.435% | |
| 8/14/2025 | Betterment LLC | 15,268 | $1.13M | 0.0% | +8.0% | 0.014% | |
| 8/14/2025 | Quantinno Capital Management LP | 6,013 | $445K | 0.0% | +48.1% | 0.006% | |
| 8/14/2025 | HUB Investment Partners LLC | 606,796 | $44.91M | 1.5% | +78.7% | 0.564% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 180,736 | $13.38M | 1.0% | +1.0% | 0.168% | |
| 8/14/2025 | NewEdge Advisors LLC | 187,592 | $13.88M | 0.1% | +17.6% | 0.174% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 2,856 | $211K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | Balance Wealth LLC | 22,501 | $1.67M | 1.0% | -6.7% | 0.021% | |
| 8/14/2025 | Cerity Partners LLC | 691,229 | $51.16M | 0.1% | +5.2% | 0.643% | |
| 8/14/2025 | ESL Trust Services LLC | 734,503 | $54.36M | 11.1% | +6.5% | 0.683% | |
| 8/13/2025 | Flow Traders U.S. LLC | 25,166 | $1.86M | 0.1% | N/A | 0.023% | |
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| 8/13/2025 | SageView Advisory Group LLC | 18,591 | $1.38M | 0.1% | -1.6% | 0.017% | |
| 8/13/2025 | Cresset Asset Management LLC | 638,091 | $47.23M | 0.2% | +26.7% | 0.593% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 91,216 | $6.75M | 1.3% | +6.7% | 0.085% | |
| 8/13/2025 | Brown Advisory Inc. | 9,044 | $669K | 0.0% | -12.7% | 0.008% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 97,802 | $7.24M | 1.9% | +6.5% | 0.091% | |
| 8/13/2025 | Baird Financial Group Inc. | 7,011 | $519K | 0.0% | +2.4% | 0.007% | |
| 8/13/2025 | Parkworth Wealth Management Inc. | 96,556 | $7.15M | 5.2% | +3.4% | 0.090% | |
| 8/13/2025 | First Trust Advisors LP | 10,792 | $799K | 0.0% | -14.6% | 0.010% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 78,802 | $5.83M | 0.3% | +9.5% | 0.073% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 318,824 | $23.60M | 1.5% | +5.2% | 0.296% | |
| 8/13/2025 | D L Carlson Investment Group Inc. | 176,984 | $13.10M | 2.4% | +8.4% | 0.165% | |
| 8/13/2025 | ARK & TLK Investments LLC | 35,496 | $2.63M | 0.8% | +5.9% | 0.033% | |
| 8/13/2025 | JRM Investment Counsel LLC | 222,000 | $16.43M | 5.3% | N/A | 0.206% | |
| 8/13/2025 | Greenwich Wealth Management LLC | 27,613 | $2.04M | 0.1% | +1.9% | 0.026% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,151,261 | $85.21M | 0.1% | +4.6% | 1.070% | |
| 8/13/2025 | Copley Financial Group Inc. | 4,008 | $297K | 0.2% | -6.0% | 0.004% | |
| 8/13/2025 | Correct Capital Wealth Management | 497,835 | $36.85M | 5.4% | +49.6% | 0.463% | |
| 8/12/2025 | Financial Advocates Investment Management | 60,314 | $4.46M | 0.4% | N/A | 0.056% | |
| 8/12/2025 | Cornerstone Capital Inc. | 6,146 | $455K | 0.0% | -47.6% | 0.006% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,789 | $947K | 0.0% | +97.5% | 0.012% | |
| 8/12/2025 | Burk Holdings LLC | 90,692 | $6.71M | 4.2% | N/A | 0.084% | |
| 8/12/2025 | CreativeOne Wealth LLC | 25,965 | $1.92M | 0.1% | +298.7% | 0.024% | |
| 8/12/2025 | Hill Investment Group Partners LLC | 139,843 | $10.35M | 1.3% | +5.4% | 0.130% | |
| 8/12/2025 | Global Retirement Partners LLC | 20,800 | $1.54M | 0.0% | N/A | 0.019% | |
| 8/12/2025 | American Century Companies Inc. | 3,376,257 | $249.88M | 0.1% | +67.2% | 3.139% | |
| 8/12/2025 | Nemes Rush Group LLC | 815 | $60K | 0.0% | +30.4% | 0.001% | |
| 8/12/2025 | Cozad Asset Management Inc. | 8,176 | $605K | 0.1% | +91.1% | 0.008% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 444,442 | $32.89M | 1.1% | +97.0% | 0.413% | |
| 8/12/2025 | JPMorgan Chase & Co. | 173,687 | $12.86M | 0.0% | +40.0% | 0.161% | |
| 8/12/2025 | Passive Capital Management LLC. | 197,888 | $14.63M | 4.6% | +1.0% | 0.184% | |
| 8/12/2025 | Tarbox Family Office Inc. | 304,064 | $22.50M | 3.4% | -0.3% | 0.283% | |
| 8/12/2025 | BWM Planning LLC | 262,780 | $19.45M | 6.7% | +58.7% | 0.244% | |
| 8/12/2025 | Accordant Advisory Group Inc | 34,354 | $2.54M | 1.9% | N/A | 0.032% | |
| 8/11/2025 | Diversified Portfolios Inc. | 810,311 | $59.97M | 5.7% | +9.7% | 0.753% | |
| 8/11/2025 | Symphony Financial Ltd. Co. | 212,876 | $15.79M | 0.1% | +3,139.1% | 0.198% | |
| 8/11/2025 | Paul R. Ried Financial Group LLC | 45,935 | $3.40M | 2.1% | -0.6% | 0.043% | |
| 8/8/2025 | Tortoise Investment Management LLC | 34,795 | $2.58M | 0.2% | +15.6% | 0.032% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 268,563 | $19.88M | 0.0% | +12.6% | 0.250% | |
| 8/8/2025 | Cetera Investment Advisers | 4,756 | $352K | 0.0% | +22.3% | 0.004% | |
| 8/8/2025 | Creative Planning | 695,296 | $51.46M | 0.0% | -6.2% | 0.646% | |
| 8/8/2025 | Advisory Resource Group | 143,703 | $10.64M | 2.0% | +25.2% | 0.134% | |
| 8/8/2025 | Truepoint Inc. | 17,159 | $1.27M | 0.0% | -3.9% | 0.016% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 432,815 | $32.03M | 0.5% | +4.3% | 0.402% | |
| 8/8/2025 | Pacific Life Fund Advisors LLC | 551,719 | $40.83M | 4.4% | -12.2% | 0.513% | |
| 8/8/2025 | RAM Investment Partners LLC | 27,227 | $2.02M | 0.4% | +8.5% | 0.025% | |
| 8/8/2025 | Your Advocates Ltd. LLP | 818 | $61K | 0.0% | -20.4% | 0.001% | |
| 8/8/2025 | Glassman Wealth Services | 336 | $25K | 0.0% | N/A | 0.000% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 37,357 | $2.77M | 0.6% | -6.5% | 0.035% | |
| 8/8/2025 | Good Life Advisors LLC | 19,016 | $1.41M | 0.1% | +4.3% | 0.018% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 593,188 | $43.90M | 0.0% | +31.8% | 0.552% | |
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| 8/8/2025 | Advyzon Investment Management LLC | 22,701 | $1.68M | 0.4% | +78.9% | 0.021% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 76,842 | $5.69M | 2.6% | +18.4% | 0.071% | |
| 8/7/2025 | CENTRAL TRUST Co | 76,899 | $5.69M | 0.1% | +36.4% | 0.072% | |
| 8/7/2025 | Nwam LLC | 25,916 | $1.92M | 0.2% | +2.3% | 0.024% | |
| 8/7/2025 | Vise Technologies Inc. | 46,165 | $3.42M | 0.1% | N/A | 0.043% | |
| 8/7/2025 | Allworth Financial LP | 5,055 | $374K | 0.0% | +5.9% | 0.005% | |
| 8/7/2025 | TFO Wealth Partners LLC | 5,217 | $386K | 0.1% | N/A | 0.005% | |
| 8/6/2025 | True Wealth Design LLC | 66,905 | $4.95M | 1.7% | +4.1% | 0.062% | |
| 8/6/2025 | Cannon Financial Strategists Inc. | 274,186 | $20.29M | 3.2% | -6.7% | 0.255% | |
| 8/6/2025 | Valued Wealth Advisors LLC | 60,105 | $4.45M | 2.3% | +10.9% | 0.056% | |
