| 8/8/2025 | KM Capital Management Ltd. | 40,123 | $1.18M | 0.6% | +1.2% | 0.013% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 93,423 | $2.74M | 0.0% | -0.4% | 0.031% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 26,421 | $776K | 0.0% | +65.7% | 0.009% | |
| 8/8/2025 | MJP Associates Inc. ADV | 7,297 | $214K | 0.0% | -10.7% | 0.002% | |
| 8/8/2025 | Cetera Investment Advisers | 622,109 | $18.27M | 0.0% | +34.9% | 0.207% | |
| 8/8/2025 | Creative Planning | 400,328 | $11.76M | 0.0% | -2.4% | 0.133% | |
| 8/8/2025 | Altiora Financial Group LLC | 1,464,348 | $43.01M | 8.4% | -1.2% | 0.486% | |
| 8/8/2025 | Truepoint Inc. | 374,418 | $11.00M | 0.3% | -3.1% | 0.124% | |
| 8/8/2025 | Security Financial Services INC. | 47,127 | $1.38M | 0.2% | -0.8% | 0.016% | |
| 8/8/2025 | RAM Investment Partners LLC | 160,619 | $4.72M | 1.0% | -3.7% | 0.053% | |
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| 8/8/2025 | Capstone Financial Advisors Inc. | 2,086,502 | $61.28M | 3.6% | -3.8% | 0.693% | |
| 8/8/2025 | Advisors Capital Management LLC | 17,803 | $523K | 0.0% | -6.7% | 0.006% | |
| 8/8/2025 | Glassman Wealth Services | 1,865,729 | $54.80M | 8.4% | +4.3% | 0.620% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 32,141 | $944K | 0.2% | -4.1% | 0.011% | |
| 8/8/2025 | Francis Financial Inc. | 29,119 | $855K | 0.2% | -8.8% | 0.010% | |
| 8/8/2025 | SageOak Financial LLC | 13,011 | $382K | 0.3% | +10.6% | 0.004% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 10,917 | $321K | 0.0% | +21.3% | 0.004% | |
| 8/7/2025 | Verus Capital Partners LLC | 24,827 | $729K | 0.1% | -59.1% | 0.008% | |
| 8/7/2025 | Retirement Solution LLC | 64,225 | $1.89M | 0.5% | +12.5% | 0.021% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 778,779 | $22.87M | 2.8% | +9.2% | 0.259% | |
| 8/7/2025 | Allworth Financial LP | 6,280,884 | $184.47M | 0.9% | +21.3% | 2.087% | |
| 8/7/2025 | Midwest Trust Co | 33,104 | $972K | 0.0% | N/A | 0.011% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 65,322 | $1.92M | 0.7% | -2.6% | 0.022% | |
| 8/7/2025 | Keystone Financial Services | 14,202 | $417K | 0.1% | -23.8% | 0.005% | |
| 8/6/2025 | True Wealth Design LLC | 5,095 | $150K | 0.1% | -12.1% | 0.002% | |
| 8/6/2025 | Cannon Financial Strategists Inc. | 42,155 | $1.24M | 0.2% | +84.3% | 0.014% | |
| 8/6/2025 | AE Wealth Management LLC | 60,773 | $1.79M | 0.0% | -5.0% | 0.020% | |
| 8/6/2025 | Savant Capital LLC | 677,533 | $19.90M | 0.1% | -1.0% | 0.225% | |
| 8/6/2025 | Geometric Wealth Advisors | 6,995,733 | $205.47M | 30.7% | -11.8% | 2.324% | |
| 8/6/2025 | Modera Wealth Management LLC | 498,568 | $14.64M | 0.2% | -1.7% | 0.166% | |
| 8/6/2025 | Golden State Wealth Management LLC | 4,649 | $137K | 0.0% | -33.6% | 0.002% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 4,933,976 | $144.91M | 0.2% | -2.9% | 1.639% | |
| 8/6/2025 | Summit Wealth Group LLC | 140,543 | $4.13M | 1.1% | -1.5% | 0.047% | |
| 8/6/2025 | Cloud Capital Management LLC | 284,398 | $8.42M | 5.2% | -8.1% | 0.094% | |
| 8/6/2025 | Financial Alternatives Inc | 19,943 | $586K | 0.4% | -9.3% | 0.007% | |
| 8/5/2025 | Atlas Wealth LLC | 7,619 | $224K | 0.1% | N/A | 0.003% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 110,217 | $3.24M | 0.8% | -59.3% | 0.037% | |
| 8/5/2025 | Huntington National Bank | 5,162 | $152K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | American Capital Advisory LLC | 5,369 | $158K | 0.1% | -42.5% | 0.002% | |
| 8/5/2025 | Astra Wealth Partners LLC | 57,511 | $1.69M | 1.3% | -0.7% | 0.019% | |
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| 8/5/2025 | Bank of Montreal Can | 2,076 | $61K | 0.0% | -75.8% | 0.001% | |
| 8/5/2025 | Mission Wealth Management LP | 21,948 | $645K | 0.0% | +30.0% | 0.007% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 58,027 | $1.70M | 0.2% | N/A | 0.019% | |
| 8/5/2025 | Sensible Money LLC | 824,655 | $24.22M | 9.2% | -1.3% | 0.274% | |
| 8/5/2025 | Gould Asset Management LLC CA | 183,256 | $5.38M | 1.1% | -2.4% | 0.061% | |
| 8/4/2025 | Earned Wealth Advisors LLC | 144,800 | $4.25M | 0.8% | -0.7% | 0.048% | |
| 8/4/2025 | IFG Advisory LLC | 620,028 | $18.21M | 0.9% | +5.2% | 0.206% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 47,286 | $1.39M | 0.0% | +15.7% | 0.016% | |
| 8/4/2025 | Hutchinson Capital Management CA | 57,734 | $1.70M | 0.3% | +1.8% | 0.019% | |
| 8/4/2025 | Savvy Advisors Inc. | 47,311 | $1.39M | 0.1% | +51.7% | 0.016% | |
| 8/4/2025 | Live Oak Private Wealth LLC | 351,803 | $10.33M | 1.5% | +7.3% | 0.117% | |
| 8/4/2025 | Assetmark Inc. | 2,876,712 | $84.49M | 0.2% | -22.1% | 0.956% | |
| 8/4/2025 | Hantz Financial Services Inc. | 9,204 | $270K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | WNY Asset Management LLC | 9,523 | $280K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 7,420 | $218K | 0.2% | N/A | 0.002% | |
| 8/1/2025 | JDH Wealth Management LLC | 66,146 | $1.94M | 1.5% | -6.1% | 0.022% | |
| 8/1/2025 | Heritage Wealth Management Inc. Texas | 120,346 | $3.51M | 1.7% | -1.1% | 0.040% | |
| 8/1/2025 | Clark Asset Management LLC | 35,693 | $1.05M | 0.1% | +13.2% | 0.012% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 2,752,510 | $80.84M | 4.1% | +0.1% | 0.914% | |
| 8/1/2025 | MilWealth Group LLC | 701,452 | $20.60M | 5.3% | -1.2% | 0.233% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 60,318 | $1.77M | 0.7% | -4.0% | 0.020% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 7,615,838 | $223.68M | 0.1% | -1.1% | 2.530% | |
| 7/31/2025 | Topsail Wealth Management LLC | 76,595 | $2.25M | 0.4% | +0.9% | 0.025% | |
| 7/31/2025 | McCarthy Asset Management Inc. | 9,853 | $289K | 0.2% | -17.5% | 0.003% | |
| 7/31/2025 | Brighton Jones LLC | 621,073 | $18.24M | 0.5% | +5.1% | 0.206% | |
| 7/31/2025 | CVA Family Office LLC | 42,088 | $1.24M | 0.2% | +3.3% | 0.014% | |
| 7/31/2025 | Core Wealth Management Inc. | 2,399,324 | $70.47M | 24.8% | +3.0% | 0.797% | |
| 7/31/2025 | City State Bank | 6,000 | $176K | 0.1% | +20.0% | 0.002% | |
| 7/31/2025 | Aspen Capital Management LLC | 193,678 | $5.69M | 1.6% | +2.0% | 0.064% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 3,679,168 | $108.06M | 1.4% | -7.7% | 1.222% | |
| 7/31/2025 | Curio Wealth LLC | 35,075 | $1.03M | 0.5% | +159,331.8% | 0.012% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 5,974 | $175K | 0.1% | -78.6% | 0.002% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 44,619 | $1.31M | 0.5% | +10.1% | 0.015% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 1,699,457 | $49.91M | 3.9% | +33.0% | 0.565% | |
| 7/31/2025 | Warburton Capital Management LLC | 1,115,577 | $33.18M | 19.7% | +0.5% | 0.371% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 417,170 | $12.25M | 5.9% | +5.0% | 0.139% | |
| 7/31/2025 | Planning Center Inc. | 2,850,542 | $83.72M | 9.3% | -2.3% | 0.947% | |
| 7/30/2025 | Bayshore Asset Management LLC | 222,123 | $6.52M | 3.0% | -0.2% | 0.074% | |
| 7/30/2025 | Freedom Investment Management Inc. | 24,700 | $725K | 0.1% | +2.0% | 0.008% | |
| 7/30/2025 | Forum Financial Management LP | 1,163,780 | $34.18M | 0.5% | -3.6% | 0.387% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 103,624 | $3.04M | 0.2% | -0.4% | 0.034% | |
| 7/30/2025 | TFB Advisors LLC | 20,204 | $593K | 0.2% | -6.9% | 0.007% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 118,955 | $3.49M | 0.1% | -13.1% | 0.040% | |
| 7/30/2025 | Brookstone Capital Management | 7,036 | $207K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Phillips Financial Management LLC | 186,812 | $5.49M | 0.4% | -8.6% | 0.062% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 1,513,637 | $44.62M | 5.1% | -1.4% | 0.503% | |
| 7/30/2025 | Probity Advisors Inc. | 14,464 | $425K | 0.1% | -16.1% | 0.005% | |
| 7/30/2025 | Clune & Associates LTD. | 92,242 | $2.71M | 0.7% | +6.6% | 0.031% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 7,543 | $224K | 0.0% | -37.3% | 0.003% | |
| 7/29/2025 | Financial Symmetry Inc | 1,438,802 | $42.26M | 21.8% | +3.5% | 0.478% | |
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| 7/29/2025 | Grunden Financial Advisory Inc. | 519,382 | $15.25M | 6.7% | -2.0% | 0.173% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 257,910 | $7.58M | 0.2% | -24.3% | 0.086% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 669,643 | $20.29M | 0.6% | -5.0% | 0.222% | |
| 7/29/2025 | Schubert & Co | 37,992 | $1.12M | 0.8% | -46.1% | 0.013% | |
| 7/29/2025 | Rodgers & Associates LTD | 6,896 | $203K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Arista Wealth Management LLC | 41,683 | $1.22M | 0.2% | N/A | 0.014% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 30,241 | $888K | 0.0% | -1.2% | 0.010% | |
| 7/29/2025 | Private Trust Co. NA | 10,264 | $301K | 0.0% | -42.0% | 0.003% | |
| 7/29/2025 | Master S Wealth Management Inc. | 1,326,523 | $38.96M | 18.2% | +2.5% | 0.441% | |
| 7/29/2025 | Semitam Bonam LLC | 15,980 | $469K | 0.4% | N/A | 0.005% | |
