| 8/27/2025 | Orion Porfolio Solutions LLC | 1,350,189 | $54.04M | 0.5% | -5.5% | 0.329% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 22,076 | $883K | 0.0% | -94.0% | 0.005% | |
| 8/22/2025 | TT Capital Management LLC | 21,948 | $828K | 0.3% | N/A | 0.005% | |
| 8/20/2025 | Forefront Wealth Partners LLC | 113,386 | $4.54M | 3.0% | -18.7% | 0.028% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 5,309 | $212K | 0.0% | N/A | 0.001% | |
| 8/19/2025 | Advisory Services Network LLC | 21,747 | $870K | 0.0% | -33.8% | 0.005% | |
| 8/19/2025 | Asset Dedication LLC | 21,125 | $845K | 0.1% | -3.3% | 0.005% | |
| 8/18/2025 | N.E.W. Advisory Services LLC | 26,602 | $1.07M | 0.1% | -1.7% | 0.006% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 634,967 | $25.41M | 0.6% | +38.2% | 0.155% | |
| 8/18/2025 | Front Row Advisors LLC | 5,714 | $229K | 0.1% | +545.6% | 0.001% | |
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| 8/16/2025 | Evergreen Capital Management LLC | 27,091 | $1.08M | 0.0% | +155.1% | 0.007% | |
| 8/15/2025 | High Falls Advisors Inc | 7,659 | $306K | 0.1% | N/A | 0.002% | |
| 8/15/2025 | Brooks Moore & Associates Inc. | 32,300 | $1.29M | 0.7% | +83.9% | 0.008% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 178,180 | $7.13M | 1.4% | +7.3% | 0.043% | |
| 8/15/2025 | Resources Management Corp CT ADV | 1,544 | $62K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Corient Private Wealth LLC | 5,203,830 | $208.26M | 0.3% | +81.4% | 1.269% | |
| 8/15/2025 | Equitable Holdings Inc. | 178,799 | $7.16M | 0.1% | +56.4% | 0.044% | |
| 8/15/2025 | Captrust Financial Advisors | 2,611,073 | $104.50M | 0.2% | +320.4% | 0.637% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 67,241 | $2.69M | 0.0% | -95.3% | 0.016% | |
| 8/15/2025 | MML Investors Services LLC | 364,328 | $14.58M | 0.0% | +26.1% | 0.089% | |
| 8/15/2025 | Mendel Capital Management LLC | 66,398 | $2.66M | 1.5% | +6.6% | 0.016% | |
| 8/15/2025 | Modern Wealth Management LLC | 28,140 | $1.13M | 0.0% | -20.9% | 0.007% | |
| 8/15/2025 | IHT Wealth Management LLC | 34,596 | $1.39M | 0.0% | +4.6% | 0.008% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 433,047 | $17.33M | 0.4% | +4,932.5% | 0.106% | |
| 8/15/2025 | EP Wealth Advisors LLC | 56,750 | $2.27M | 0.0% | +44.7% | 0.014% | |
| 8/15/2025 | Benjamin Edwards Inc. | 132,587 | $5.31M | 0.1% | +11.9% | 0.032% | |
| 8/15/2025 | Bank of America Corp DE | 6,935,287 | $277.55M | 0.0% | +7.1% | 1.691% | |
| 8/15/2025 | Ameriprise Financial Inc. | 2,803,273 | $112.18M | 0.0% | -21.3% | 0.683% | |
| 8/14/2025 | Jane Street Group LLC | 74,069 | $2.96M | 0.0% | +15.5% | 0.018% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 107,093 | $4.29M | 0.3% | +7.5% | 0.026% | |
| 8/14/2025 | Raymond James Financial Inc. | 639,290 | $25.58M | 0.0% | +8.8% | 0.156% | |
| 8/14/2025 | Betterment LLC | 44,439 | $1.78M | 0.0% | +7.0% | 0.011% | |
| 8/14/2025 | Quantinno Capital Management LP | 89,600 | $3.59M | 0.0% | +35.4% | 0.022% | |
| 8/14/2025 | Diversify Wealth Management LLC | 71,097 | $2.98M | 0.2% | +5.7% | 0.017% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 173,625 | $6.95M | 0.1% | +3.1% | 0.042% | |
| 8/14/2025 | Vivaldi Capital Management LP | 76,772 | $3.07M | 0.5% | +12.6% | 0.019% | |
| 8/14/2025 | HUB Investment Partners LLC | 10,893 | $436K | 0.0% | +5.2% | 0.003% | |
| 8/14/2025 | Ieq Capital LLC | 55,847 | $2.24M | 0.0% | -1.5% | 0.014% | |
| 8/14/2025 | Heritage Wealth Management Inc. | 30,335 | $1.21M | 0.4% | +104.1% | 0.007% | |
| 8/14/2025 | NewEdge Advisors LLC | 99,351 | $3.98M | 0.0% | +15.9% | 0.024% | |
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| 8/14/2025 | Qube Research & Technologies Ltd | 2,000 | $80K | 0.0% | -69.7% | 0.000% | |
| 8/14/2025 | Cerity Partners LLC | 110,576 | $4.43M | 0.0% | +3.9% | 0.027% | |
| 8/13/2025 | Quantum Portfolio Management LLC | 28,096 | $1.12M | 0.5% | +13.2% | 0.007% | |
| 8/13/2025 | StoneX Group Inc. | 1,330,407 | $53.24M | 2.6% | +1.4% | 0.324% | |
| 8/13/2025 | Seven Springs Wealth Group LLC | 441,260 | $17.66M | 4.4% | +5.8% | 0.108% | |
| 8/13/2025 | SageView Advisory Group LLC | 5,639 | $230K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | Flow Traders U.S. LLC | 99,633 | $3.99M | 0.1% | N/A | 0.024% | |
| 8/13/2025 | Capital Advisors Wealth Management LLC | 924,623 | $37.00M | 5.8% | +19.9% | 0.225% | |
| 8/13/2025 | Brown Advisory Inc. | 7,227 | $289K | 0.0% | -11.1% | 0.002% | |
| 8/13/2025 | Baird Financial Group Inc. | 127,324 | $5.10M | 0.0% | +20.8% | 0.031% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 10,829 | $433K | 0.0% | -7.2% | 0.003% | |
| 8/13/2025 | 1832 Asset Management L.P. | 1,433,071 | $57.35M | 0.0% | +3.1% | 0.349% | |
| 8/13/2025 | CW Advisors LLC | 498,693 | $19.96M | 0.2% | +63.6% | 0.122% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 20,977 | $839K | 0.1% | +26.9% | 0.005% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 80,658 | $3.23M | 0.0% | +8.7% | 0.020% | |
| 8/13/2025 | Lido Advisors LLC | 49,687 | $1.99M | 0.0% | +13.3% | 0.012% | |
| 8/13/2025 | Leuthold Group LLC | 5,216 | $209K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | Kuhn & Co Investment Counsel | 128,459 | $5.14M | 3.9% | +1.1% | 0.031% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,955,383 | $238.33M | 0.2% | +21.6% | 1.452% | |
| 8/13/2025 | Johnson Financial Group Inc. | 2,011 | $80K | 0.0% | -49.3% | 0.000% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 728 | $29K | 0.0% | N/A | 0.000% | |
| 8/13/2025 | Elgethun Capital Management | 8,189 | $328K | 0.1% | -3.8% | 0.002% | |
| 8/13/2025 | Wambolt & Associates LLC | 52,894 | $2.12M | 0.7% | -3.9% | 0.013% | |
| 8/13/2025 | Choreo LLC | 9,934 | $398K | 0.0% | +9.0% | 0.002% | |
| 8/13/2025 | Maia Wealth LLC | 158,961 | $6.36M | 1.2% | N/A | 0.039% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 70,297 | $2.81M | 0.1% | +11.9% | 0.017% | |
| 8/12/2025 | Financial Advocates Investment Management | 12,346 | $494K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | CreativeOne Wealth LLC | 78,032 | $3.12M | 0.1% | +197.1% | 0.019% | |
| 8/12/2025 | Global Retirement Partners LLC | 8,018 | $321K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 22,206 | $889K | 0.0% | -4.4% | 0.005% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 146,664,554 | $5.87B | 1.0% | -1.6% | 35.754% | |
| 8/12/2025 | AlphaCore Capital LLC | 1,710,588 | $68.46M | 2.6% | +28,780.4% | 0.417% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 5,178 | $207K | 0.0% | -23.5% | 0.001% | |
| 8/12/2025 | MAI Capital Management | 405,542 | $16.23M | 0.1% | +4.6% | 0.099% | |
| 8/12/2025 | JPMorgan Chase & Co. | 404,410 | $16.19M | 0.0% | +94.9% | 0.099% | |
| 8/12/2025 | ADE LLC | 6,653 | $266K | 0.1% | -9.0% | 0.002% | |
| 8/12/2025 | Howe & Rusling Inc. | 7,698 | $308K | 0.0% | +8.9% | 0.002% | |
| 8/12/2025 | 17 Capital Partners LLC | 32,826 | $1.31M | 0.8% | +117.0% | 0.008% | |
| 8/11/2025 | Traub Capital Management LLC | 45,111 | $1.81M | 1.7% | N/A | 0.011% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 309,884 | $12.40M | 1.5% | +1.9% | 0.076% | |
| 8/11/2025 | Wealthspire Advisors LLC | 25,654 | $1.03M | 0.0% | -15.7% | 0.006% | |
| 8/11/2025 | Diversified Portfolios Inc. | 17,966 | $719K | 0.1% | +95.0% | 0.004% | |
| 8/11/2025 | Synergy Investment Management LLC | 7,445 | $298K | 0.2% | +78.8% | 0.002% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 15,819 | $633K | 0.1% | N/A | 0.004% | |
| 8/11/2025 | Westover Capital Advisors LLC | 273,923 | $10.96M | 2.2% | +26.3% | 0.067% | |
| 8/11/2025 | Capital Square LLC | 43,676 | $1.76M | 0.9% | +432.1% | 0.011% | |
| 8/11/2025 | Western Wealth Management LLC | 9,478 | $379K | 0.0% | N/A | 0.002% | |
| 8/11/2025 | Bell Investment Advisors Inc | 685,486 | $27.43M | 4.7% | +2.9% | 0.167% | |
| 8/8/2025 | Firestone Capital Management | 157,395 | $6.30M | 1.5% | +4.9% | 0.038% | |
| 8/8/2025 | KM Capital Management Ltd. | 30,010 | $1.20M | 0.6% | -23.5% | 0.007% | |
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| 8/8/2025 | Rockefeller Capital Management L.P. | 114,233 | $4.57M | 0.0% | +6.5% | 0.028% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 64,225 | $2.57M | 0.0% | +5.0% | 0.016% | |
| 8/8/2025 | MJP Associates Inc. ADV | 5,073 | $203K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | Cetera Investment Advisers | 1,398,508 | $55.97M | 0.1% | +27.9% | 0.341% | |
| 8/8/2025 | Creative Planning | 421,232 | $16.86M | 0.0% | +1.2% | 0.103% | |
| 8/8/2025 | WealthShield Partners LLC | 37,438 | $1.50M | 0.2% | +18.9% | 0.009% | |
| 8/8/2025 | Empower Advisory Group LLC | 6,876 | $275K | 0.0% | N/A | 0.002% | |
| 8/8/2025 | Security Financial Services INC. | 7,524 | $301K | 0.1% | N/A | 0.002% | |
| 8/8/2025 | Your Advocates Ltd. LLP | 247,287 | $9.90M | 3.6% | -3.2% | 0.060% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 5,586 | $224K | 0.0% | -11.5% | 0.001% | |
