| 8/22/2025 | TT Capital Management LLC | 15,810 | $613K | 0.2% | N/A | 0.023% | |
| 8/19/2025 | Asset Dedication LLC | 32,866 | $1.38M | 0.1% | -7.9% | 0.047% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 211,027 | $8.87M | 0.2% | -2.8% | 0.304% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 27,452 | $1.15M | 0.2% | +8.7% | 0.039% | |
| 8/15/2025 | Corient Private Wealth LLC | 9,962 | $419K | 0.0% | N/A | 0.014% | |
| 8/15/2025 | Captrust Financial Advisors | 8,902 | $374K | 0.0% | +31.3% | 0.013% | |
| 8/15/2025 | Keel Point LLC | 9,359 | $394K | 0.0% | -21.9% | 0.013% | |
| 8/15/2025 | Modern Wealth Management LLC | 80,670 | $3.39M | 0.1% | -8.4% | 0.116% | |
| 8/15/2025 | EP Wealth Advisors LLC | 6,602 | $278K | 0.0% | +26.4% | 0.009% | |
| 8/15/2025 | Bank of America Corp DE | 88,958 | $3.74M | 0.0% | +13.2% | 0.128% | |
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| 8/15/2025 | Ameriprise Financial Inc. | 20,139 | $847K | 0.0% | +30.6% | 0.029% | |
| 8/14/2025 | Jane Street Group LLC | 457,228 | $19.23M | 0.0% | +246.3% | 0.658% | |
| 8/14/2025 | Raymond James Financial Inc. | 143,595 | $6.04M | 0.0% | -1.3% | 0.207% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 2,488 | $105K | 0.0% | -68.8% | 0.004% | |
| 8/14/2025 | Cerity Partners LLC | 58,463 | $2.46M | 0.0% | +2.0% | 0.084% | |
| 8/13/2025 | Flow Traders U.S. LLC | 442,029 | $18.59M | 0.7% | +146.8% | 0.636% | |
| 8/13/2025 | Grove Street Fiduciary LLC | 110,901 | $4.66M | 2.2% | +0.9% | 0.160% | |
| 8/13/2025 | Lido Advisors LLC | 9,202 | $387K | 0.0% | +27.4% | 0.013% | |
| 8/13/2025 | Level Four Advisory Services LLC | 8,771 | $369K | 0.0% | +16.9% | 0.013% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 26,854 | $1.13M | 0.0% | -5.3% | 0.039% | |
| 8/12/2025 | Quadcap Wealth Management LLC | 50,860 | $2.14M | 0.3% | +5.3% | 0.073% | |
| 8/12/2025 | Shakespeare Wealth Management LLC | 40,355 | $1.70M | 0.5% | -10.1% | 0.058% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 30,093,504 | $1.27B | 0.2% | -35.7% | 43.300% | |
| 8/12/2025 | Entruity Wealth LLC | 45,742 | $1.92M | 1.6% | +9.8% | 0.066% | |
| 8/12/2025 | AlphaCore Capital LLC | 1,992 | $84K | 0.0% | +303.2% | 0.003% | |
| 8/12/2025 | JPMorgan Chase & Co. | 21,291 | $895K | 0.0% | -27.5% | 0.031% | |
| 8/12/2025 | Howe & Rusling Inc. | 1,215 | $51K | 0.0% | +33.4% | 0.002% | |
| 8/11/2025 | Traub Capital Management LLC | 28,259 | $1.19M | 1.1% | N/A | 0.041% | |
| 8/11/2025 | Bell Investment Advisors Inc | 179,885 | $7.56M | 1.3% | -4.2% | 0.259% | |
| 8/8/2025 | Cetera Investment Advisers | 6,512 | $274K | 0.0% | N/A | 0.009% | |
| 8/8/2025 | Creative Planning | 158,829 | $6.68M | 0.0% | -0.3% | 0.229% | |
| 8/8/2025 | Bailard Inc. | 16,262 | $684K | 0.0% | -11.0% | 0.023% | |
| 8/7/2025 | Vise Technologies Inc. | 35,227 | $1.48M | 0.1% | N/A | 0.051% | |
| 8/7/2025 | Allworth Financial LP | 2,235 | $94K | 0.0% | -28.3% | 0.003% | |
| 8/6/2025 | Valued Wealth Advisors LLC | 64,808 | $2.73M | 1.4% | +31.1% | 0.093% | |
| 8/6/2025 | AE Wealth Management LLC | 2,286 | $96K | 0.0% | -9.7% | 0.003% | |
| 8/6/2025 | Savant Capital LLC | 23,468 | $987K | 0.0% | +2.3% | 0.034% | |
| 8/5/2025 | Golden Bell Financial Planning LLC | 14,606 | $614K | 0.6% | -8.9% | 0.021% | |
| 8/5/2025 | Bank of Montreal Can | 16,577 | $697K | 0.0% | +5.9% | 0.024% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 581,557 | $24.45M | 1.1% | +0.8% | 0.837% | |
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| 8/5/2025 | Sensible Money LLC | 15,034 | $632K | 0.2% | -14.3% | 0.022% | |
| 8/4/2025 | Savvy Advisors Inc. | 7,265 | $305K | 0.0% | +27.8% | 0.010% | |
| 8/4/2025 | Noesis Capital Mangement Corp | 4,847 | $204K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Assetmark Inc. | 2,445 | $103K | 0.0% | -38.9% | 0.004% | |
| 8/4/2025 | Waterfront Wealth Inc. | 31,972 | $1.34M | 0.3% | -8.3% | 0.046% | |
| 8/1/2025 | Shilanski & Associates Inc. | 195,918 | $8.24M | 2.4% | +0.2% | 0.282% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,888 | $710K | 0.0% | -13.8% | 0.024% | |
| 7/31/2025 | Guardian Financial Partners LLC | 15,175 | $638K | 0.3% | +15.4% | 0.022% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 52,878 | $2.22M | 0.0% | -4.4% | 0.076% | |
| 7/31/2025 | Opes Wealth Management LLC | 208,838 | $8.78M | 1.6% | +2.4% | 0.300% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 590,422 | $24.83M | 0.9% | -2.7% | 0.850% | |
| 7/30/2025 | Clune & Associates LTD. | 120,515 | $5.07M | 1.4% | +7.9% | 0.173% | |
| 7/29/2025 | Kelman Lazarov Inc. | 475,762 | $20.01M | 3.2% | +0.5% | 0.685% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 7,857 | $330K | 0.1% | -6.5% | 0.011% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 37,096 | $1.56M | 1.1% | -1.2% | 0.053% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 62,524 | $2.63M | 0.9% | -3.5% | 0.090% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 52,591 | $2.21M | 0.2% | +8.7% | 0.076% | |
| 7/25/2025 | NorthRock Partners LLC | 1,740 | $73K | 0.0% | -43.0% | 0.003% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 10,177 | $428K | 0.0% | -17.9% | 0.015% | |
| 7/25/2025 | RHS Financial LLC | 14,763 | $621K | 0.4% | -26.4% | 0.021% | |
| 7/25/2025 | PrairieView Partners LLC | 61,019 | $2.57M | 0.2% | -3.4% | 0.088% | |
| 7/24/2025 | Brucke Financial Inc. | 4,993 | $210K | 0.1% | N/A | 0.007% | |
| 7/24/2025 | IFP Advisors Inc | 4,062 | $171K | 0.0% | +23.5% | 0.006% | |
| 7/23/2025 | Godsey & Gibb Inc. | 1,645 | $69K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 16,215 | $682K | 0.1% | +6.9% | 0.023% | |
| 7/23/2025 | RMG Wealth Management LLC | 915 | $39K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 15,410 | $648K | 0.0% | -3.6% | 0.022% | |
| 7/22/2025 | Clarius Group LLC | 26,191 | $1.10M | 0.1% | -21.2% | 0.038% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 11,180 | $469K | 0.2% | -18.3% | 0.016% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,140 | $300K | 0.0% | -7.1% | 0.010% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 635 | $27K | 0.0% | -90.9% | 0.001% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 5,486 | $231K | 0.2% | -16.6% | 0.008% | |
| 7/17/2025 | Lauterbach Financial Advisors LLC | 8,468 | $356K | 0.2% | -3.8% | 0.012% | |
| 7/17/2025 | Stone Summit Wealth LLC | 6,020 | $253K | 0.1% | -14.5% | 0.009% | |
| 7/17/2025 | Charles Schwab Trust Co | 197,560 | $8.31M | 0.6% | -2.7% | 0.283% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 5,901 | $248K | 0.1% | N/A | 0.008% | |
| 7/15/2025 | BCS Wealth Management | 20,136 | $847K | 0.2% | +25.5% | 0.029% | |
| 7/15/2025 | Fortitude Family Office LLC | 20,998 | $883K | 0.3% | N/A | 0.030% | |
| 7/14/2025 | Northland Capital Management LLC | 18,938 | $796K | 0.5% | -6.8% | 0.027% | |
| 7/14/2025 | Abound Wealth Management | 4,608 | $194K | 0.1% | +156.9% | 0.007% | |
| 7/11/2025 | Annex Advisory Services LLC | 6,957 | $293K | 0.0% | +23.8% | 0.010% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 6,062 | $255K | 0.0% | N/A | 0.009% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 79,314 | $3.36M | 0.0% | -1.1% | 0.113% | |
| 7/10/2025 | Moller Wealth Partners | 108,766 | $4.57M | 1.0% | +6.7% | 0.156% | |
| 7/10/2025 | Brooklyn FI LLC | 11,665 | $491K | 0.1% | N/A | 0.017% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 142,753 | $6.00M | 0.2% | -2.2% | 0.204% | |
| 7/9/2025 | Breakwater Capital Group | 122,547 | $5.15M | 0.8% | -1.9% | 0.175% | |
| 7/9/2025 | Hardin Capital Partners LLC | 26,655 | $1.12M | 0.7% | +18.9% | 0.038% | |
| 7/9/2025 | Shore Point Advisors LLC | 195,655 | $8.23M | 4.0% | +4.2% | 0.280% | |
| 7/9/2025 | High Probability Advisors LLC | 278,583 | $11.71M | 1.8% | -7.8% | 0.399% | |
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| 7/7/2025 | RF&L Wealth Management LLC | 109,207 | $4.59M | 3.0% | -0.5% | 0.156% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 12,710 | $534K | 0.4% | +6.4% | 0.018% | |
| 7/3/2025 | Collective Family Office LLC | 215,654 | $9.07M | 2.3% | -8.6% | 0.306% | |
| 6/17/2025 | Howe & Rusling Inc. | 911 | $33K | 0.0% | -25.5% | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 88,056 | $3.19M | 0.1% | N/A | 0.124% | |
| 5/16/2025 | Jones Financial Companies Lllp | 140,158 | $5.07M | 0.0% | +13,376.7% | 0.191% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 25,902 | $938K | 0.0% | -67.4% | 0.035% | |
| 5/14/2025 | Flow Traders U.S. LLC | 179,136 | $6.49M | 0.3% | +1,248.1% | 0.244% | |
| 5/14/2025 | Colonial Trust Advisors | 5,610 | $203K | 0.0% | N/A | 0.008% | |
| 5/12/2025 | SouthState Corp | 1,857 | $67K | 0.0% | N/A | 0.003% | |
