| 8/22/2025 | TT Capital Management LLC | 31,744 | $986K | 0.3% | N/A | 0.015% | |
| 8/19/2025 | Advisory Services Network LLC | 72,935 | $2.44M | 0.0% | N/A | 0.034% | |
| 8/19/2025 | Asset Dedication LLC | 210,451 | $6.95M | 0.5% | -0.6% | 0.099% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 60,088 | $1.98M | 0.4% | +10.3% | 0.028% | |
| 8/15/2025 | Corient Private Wealth LLC | 27,956 | $923K | 0.0% | +66.1% | 0.013% | |
| 8/15/2025 | Captrust Financial Advisors | 11,991 | $396K | 0.0% | +6.3% | 0.006% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 8,161 | $269K | 0.0% | +21.4% | 0.004% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 144,227 | $4.76M | 0.0% | -0.9% | 0.068% | |
| 8/15/2025 | MML Investors Services LLC | 220,196 | $7.27M | 0.0% | +43.5% | 0.103% | |
| 8/15/2025 | Modern Wealth Management LLC | 42,509 | $1.40M | 0.0% | -4.5% | 0.020% | |
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| 8/15/2025 | EP Wealth Advisors LLC | 306,241 | $10.11M | 0.1% | +371.4% | 0.144% | |
| 8/15/2025 | Bank of America Corp DE | 2,217,604 | $73.20M | 0.0% | +9.8% | 1.039% | |
| 8/14/2025 | Raymond James Financial Inc. | 569,618 | $18.80M | 0.0% | +3.0% | 0.267% | |
| 8/14/2025 | Quantinno Capital Management LP | 20,037 | $661K | 0.0% | +26.9% | 0.009% | |
| 8/14/2025 | Vivaldi Capital Management LP | 68,145 | $2.25M | 0.3% | +10.6% | 0.032% | |
| 8/14/2025 | HUB Investment Partners LLC | 10,824 | $357K | 0.0% | +11.6% | 0.005% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 29,195 | $964K | 0.1% | -3.9% | 0.014% | |
| 8/14/2025 | NewEdge Advisors LLC | 5,275 | $174K | 0.0% | +25.3% | 0.002% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 115,424 | $3.81M | 0.0% | +81.4% | 0.054% | |
| 8/14/2025 | Tandem Financial LLC | 255,799 | $8.44M | 7.9% | N/A | 0.120% | |
| 8/14/2025 | Cerity Partners LLC | 41,379 | $1.37M | 0.0% | +2.3% | 0.019% | |
| 8/13/2025 | Quantum Portfolio Management LLC | 79,156 | $2.61M | 1.2% | +28.0% | 0.037% | |
| 8/13/2025 | Seven Springs Wealth Group LLC | 395,868 | $13.07M | 3.2% | +10.5% | 0.186% | |
| 8/13/2025 | Cheviot Value Management LLC | 131,168 | $4.47M | 0.5% | +1.7% | 0.061% | |
| 8/13/2025 | SCS Capital Management LLC | 32,985 | $1.09M | 0.0% | -12.4% | 0.015% | |
| 8/13/2025 | Baird Financial Group Inc. | 91,243 | $3.01M | 0.0% | +17.6% | 0.043% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 6,245 | $206K | 0.0% | N/A | 0.003% | |
| 8/13/2025 | 1832 Asset Management L.P. | 1,751,536 | $57.82M | 0.0% | +6.0% | 0.821% | |
| 8/13/2025 | CW Advisors LLC | 55,282 | $1.83M | 0.0% | -3.2% | 0.026% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 42,680 | $1.41M | 0.0% | +11.2% | 0.020% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 393,717 | $13.00M | 0.0% | +77.0% | 0.184% | |
| 8/13/2025 | Elgethun Capital Management | 446,527 | $14.74M | 3.0% | +8.1% | 0.209% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,281 | $141K | 0.0% | +252.3% | 0.002% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 120,408,653 | $3.97B | 0.7% | -1.1% | 56.424% | |
| 8/12/2025 | Aspiring Ventures LLC | 14,890 | $492K | 0.2% | -23.2% | 0.007% | |
| 8/12/2025 | Cowa LLC | 276,879 | $9.15M | 3.5% | +41.8% | 0.130% | |
| 8/12/2025 | AlphaCore Capital LLC | 585,637 | $19.33M | 0.7% | +26,387.4% | 0.274% | |
| 8/12/2025 | MAI Capital Management | 117,303 | $3.87M | 0.0% | -1.7% | 0.055% | |
| 8/12/2025 | JPMorgan Chase & Co. | 202,997 | $6.70M | 0.0% | -9.7% | 0.095% | |
| 8/12/2025 | Howe & Rusling Inc. | 3,558 | $117K | 0.0% | +3,105.4% | 0.002% | |
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| 8/11/2025 | Traub Capital Management LLC | 17,155 | $566K | 0.5% | N/A | 0.008% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 520,697 | $17.19M | 2.0% | +0.8% | 0.244% | |
| 8/11/2025 | Pin Oak Investment Advisors Inc. | 1,389 | $42K | 0.0% | N/A | 0.001% | |
| 8/11/2025 | Empowered Funds LLC | 153,222 | $5.06M | 0.1% | +3.3% | 0.072% | |
| 8/11/2025 | Westover Capital Advisors LLC | 140,391 | $4.63M | 0.9% | +11.2% | 0.066% | |
| 8/11/2025 | Bell Investment Advisors Inc | 220,443 | $7.28M | 1.3% | -0.8% | 0.103% | |
| 8/8/2025 | Firestone Capital Management | 18,262 | $603K | 0.1% | -12.9% | 0.009% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 20,678 | $683K | 0.0% | N/A | 0.010% | |
| 8/8/2025 | Sculati Wealth Management LLC | 112,703 | $3.72M | 1.4% | -55.2% | 0.053% | |
| 8/8/2025 | Cetera Investment Advisers | 183,487 | $6.06M | 0.0% | +60.8% | 0.086% | |
| 8/8/2025 | Creative Planning | 153,890 | $5.08M | 0.0% | +0.7% | 0.072% | |
| 8/8/2025 | Empower Advisory Group LLC | 6,658 | $220K | 0.0% | N/A | 0.003% | |
| 8/8/2025 | Your Advocates Ltd. LLP | 221,507 | $7.31M | 2.6% | -5.6% | 0.104% | |
| 8/8/2025 | Kaizen Financial Strategies | 42,779 | $1.41M | 0.7% | -5.8% | 0.020% | |
| 8/7/2025 | Wealth Forward LLC | 186,813 | $6.17M | 4.1% | -0.2% | 0.088% | |
| 8/7/2025 | Allworth Financial LP | 8,817 | $291K | 0.0% | -25.4% | 0.004% | |
| 8/7/2025 | Brio Consultants LLC | 29,740 | $982K | 0.1% | +40.7% | 0.014% | |
| 8/6/2025 | AE Wealth Management LLC | 2,038 | $67K | 0.0% | -32.2% | 0.001% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 8,918 | $294K | 0.1% | +36.6% | 0.004% | |
| 8/6/2025 | Savant Capital LLC | 175,224 | $5.78M | 0.0% | -6.1% | 0.082% | |
| 8/6/2025 | SouthState Corp | 15,337 | $506K | 0.0% | -8.1% | 0.007% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,229 | $41K | 0.0% | +1,154.1% | 0.001% | |
| 8/5/2025 | Bank of Montreal Can | 13,164 | $435K | 0.0% | +2.5% | 0.006% | |
| 8/5/2025 | Mission Wealth Management LP | 7,267 | $240K | 0.0% | +10.7% | 0.003% | |
| 8/5/2025 | Sebold Capital Management Inc. | 276,545 | $9.13M | 5.6% | +5.9% | 0.130% | |
| 8/5/2025 | Sensible Money LLC | 89,732 | $2.96M | 1.1% | +0.7% | 0.042% | |
| 8/4/2025 | IFG Advisory LLC | 224,814 | $7.42M | 0.4% | +8.3% | 0.105% | |
| 8/4/2025 | Atria Investments Inc | 7,305 | $241K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | Savvy Advisors Inc. | 13,946 | $460K | 0.0% | +81.6% | 0.007% | |
| 8/4/2025 | Assetmark Inc. | 53,345 | $1.76M | 0.0% | +167.2% | 0.025% | |
| 8/4/2025 | L.M. Kohn & Company | 18,697 | $617K | 0.2% | N/A | 0.009% | |
| 8/1/2025 | Oarsman Capital Inc. | 9,194 | $303K | 0.0% | -9.1% | 0.004% | |
| 8/1/2025 | Austin Private Wealth LLC | 32,405 | $1.07M | 0.1% | -3.1% | 0.015% | |
| 8/1/2025 | SYM FINANCIAL Corp | 2,290 | $76K | 0.0% | +114.8% | 0.001% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 33,059 | $1.09M | 0.0% | N/A | 0.015% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 20,377 | $673K | 0.2% | +3.2% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,203,500 | $39.73M | 0.0% | -1.6% | 0.564% | |
| 8/1/2025 | Chilton Capital Management LLC | 314,379 | $10.38M | 0.4% | -1.5% | 0.147% | |
| 7/31/2025 | Wealthfront Advisers LLC | 19,312 | $637K | 0.0% | +68.0% | 0.009% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 571,159 | $18.85M | 1.2% | +1.9% | 0.268% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 324,582 | $10.71M | 1.3% | +30.8% | 0.152% | |
| 7/31/2025 | Leavell Investment Management Inc. | 66,720 | $2.20M | 0.1% | +3.4% | 0.031% | |
| 7/31/2025 | CVA Family Office LLC | 243,450 | $8.04M | 1.1% | +3.2% | 0.114% | |
| 7/31/2025 | Guardian Financial Partners LLC | 31,420 | $1.04M | 0.5% | +16.2% | 0.015% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 9,508 | $314K | 0.1% | N/A | 0.004% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 290,285 | $9.58M | 0.3% | -2.0% | 0.136% | |
| 7/30/2025 | Klingman & Associates LLC | 6,316 | $208K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Bogart Wealth LLC | 1,780,920 | $58.79M | 2.5% | +1.2% | 0.835% | |
| 7/30/2025 | Drive Wealth Management LLC | 65,876 | $2.18M | 0.5% | +0.6% | 0.031% | |
| 7/29/2025 | Unison Advisors LLC | 1,330,222 | $43.91M | 4.9% | -1.4% | 0.623% | |
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| 7/29/2025 | Pinnacle Wealth Management LLC | 7,155 | $236K | 0.2% | -10.0% | 0.003% | |
| 7/29/2025 | Financial Synergies Wealth Advisors Inc. | 7,054 | $233K | 0.0% | +6.8% | 0.003% | |
| 7/29/2025 | Kelman Lazarov Inc. | 603,420 | $19.92M | 3.2% | +2.4% | 0.283% | |
| 7/29/2025 | Systelligence LLC | 353,835 | $11.68M | 2.2% | +2.2% | 0.166% | |
| 7/29/2025 | Aspiriant LLC | 636,111 | $21.00M | 0.7% | -2.9% | 0.298% | |
| 7/29/2025 | Foster & Motley Inc. | 1,305,819 | $43.11M | 2.5% | -2.6% | 0.612% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 16,829 | $556K | 0.0% | +4.7% | 0.008% | |
| 7/29/2025 | Creekside Partners | 28,377 | $937K | 0.4% | +33.2% | 0.013% | |
| 7/28/2025 | Sagace Wealth Management LLC | 63,346 | $2.09M | 1.6% | -1.5% | 0.030% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 63,320 | $2.09M | 1.4% | -1.1% | 0.030% | |
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