| 10/24/2025 | Phillips Financial Management LLC | 297,126 | $10.67M | 0.7% | -6.7% | 0.399% | |
| 10/24/2025 | Heck Capital Advisors LLC | 63,181 | $2.27M | 0.2% | +5.4% | 0.085% | |
| 10/23/2025 | Baker Ellis Asset Management LLC | 27,300 | $980K | 0.1% | -1.8% | 0.037% | |
| 10/23/2025 | Foster & Motley Inc. | 400,405 | $14.38M | 0.8% | -2.5% | 0.538% | |
| 10/23/2025 | Citizens National Bank Trust Department | 133,148 | $4.78M | 0.9% | -1.6% | 0.179% | |
| 10/23/2025 | HB Wealth Management LLC | 18,087 | $650K | 0.0% | +29.1% | 0.024% | |
| 10/23/2025 | CX Institutional | 6,783 | $244K | 0.0% | -9.2% | 0.009% | |
| 10/22/2025 | RHS Financial LLC | 122,991 | $4.42M | 2.3% | +1.7% | 0.165% | |
| 10/21/2025 | Global Retirement Partners LLC | 1,857 | $67K | 0.0% | +744.1% | 0.002% | |
| 10/21/2025 | SigFig Wealth Management LLC | 120,792 | $4.32M | 0.1% | -2.3% | 0.162% | |
|
| 10/20/2025 | Seascape Capital Management | 16,152 | $580K | 0.2% | +16.6% | 0.022% | |
| 10/16/2025 | Lincoln Capital Corp | 40,542 | $1.46M | 0.5% | -13.6% | 0.055% | |
| 10/16/2025 | Halbert Hargrove Global Advisors LLC | 3,262,856 | $117.17M | 5.7% | +2.1% | 4.403% | |
| 10/16/2025 | Capital Advisors Ltd. LLC | 13,855 | $498K | 0.1% | +4.4% | 0.019% | |
| 10/15/2025 | CWM LLC | 707,579 | $25.41M | 0.1% | -16.9% | 0.955% | |
| 10/14/2025 | Farther Finance Advisors LLC | 285,860 | $10.27M | 0.2% | +40.6% | 0.388% | |
| 10/14/2025 | Exchange Traded Concepts LLC | 235,201 | $8.45M | 0.1% | -0.6% | 0.320% | |
| 10/10/2025 | Foster Victor Wealth Advisors LLC | 13,438 | $491K | 0.0% | N/A | 0.018% | |
| 10/9/2025 | U.S. Capital Wealth Advisors LLC | 22,320 | $802K | 0.0% | +4.7% | 0.030% | |
| 10/9/2025 | Archer Investment Management LLC | 30,518 | $1.10M | 0.7% | -6.1% | 0.041% | |
| 10/7/2025 | Acropolis Investment Management LLC | 303,958 | $10.40M | 0.5% | +0.8% | 0.413% | |
| 10/7/2025 | Thrive Wealth Management LLC | 336,026 | $12.07M | 1.8% | -1.7% | 0.457% | |
| 9/26/2025 | Corient Private Wealth LLC | 879,447 | $30.10M | 0.0% | -2.1% | 1.349% | |
| 9/4/2025 | Osaic Holdings Inc. | 123,437 | $4.21M | 0.0% | +975.0% | 0.189% | |
| 8/27/2025 | Stonebridge Wealth Management LLC | 65,845 | $2.25M | 2.2% | N/A | 0.101% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 27,544 | $943K | 0.2% | N/A | 0.042% | |
| 8/18/2025 | Kestra Investment Management LLC | 1,237,354 | $42.36M | 1.3% | -46.0% | 1.898% | |
| 8/15/2025 | Corient Private Wealth LLC | 879,447 | $30.10M | 0.0% | -2.1% | 1.349% | |
| 8/15/2025 | Equitable Holdings Inc. | 113,540 | $3.89M | 0.0% | +37.2% | 0.174% | |
| 8/15/2025 | Tolleson Wealth Management Inc. | 2,851,077 | $97.59M | 16.6% | +4.3% | 4.373% | |
| 8/15/2025 | Obsido Oy | 259,933 | $8.90M | 6.8% | +1.7% | 0.399% | |
| 8/15/2025 | Modern Wealth Management LLC | 750,747 | $25.70M | 0.6% | -2.9% | 1.151% | |
| 8/15/2025 | Bank of America Corp DE | 337,171 | $11.54M | 0.0% | +1.7% | 0.517% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,059,484 | $36.26M | 0.0% | +61.2% | 1.625% | |
| 8/14/2025 | Jane Street Group LLC | 381,780 | $13.07M | 0.0% | +26.8% | 0.586% | |
| 8/14/2025 | Raymond James Financial Inc. | 948,892 | $32.48M | 0.0% | -1.5% | 1.455% | |
| 8/14/2025 | Diversify Advisory Services LLC | 59,350 | $2.09M | 0.1% | +30.3% | 0.091% | |
| 8/14/2025 | Cerity Partners LLC | 71,293 | $2.44M | 0.0% | -1.7% | 0.109% | |
| 8/13/2025 | Avestar Capital LLC | 145,907 | $4.99M | 0.3% | +28.8% | 0.224% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 15,878,455 | $543.52M | 0.4% | +54,816.1% | 24.353% | |
|
| 8/13/2025 | Elevation Point Wealth Partners LLC | 34,102 | $1.17M | 0.1% | N/A | 0.052% | |
| 8/13/2025 | Russell Investments Group Ltd. | 831 | $28K | 0.0% | N/A | 0.001% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 15,620 | $535K | 0.0% | +10.7% | 0.024% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 10,665 | $365K | 0.0% | -5.5% | 0.017% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 65,252 | $2.23M | 0.0% | -1.6% | 0.102% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 70,527 | $2.41M | 0.0% | -0.6% | 0.110% | |
| 8/8/2025 | Cetera Investment Advisers | 11,238 | $385K | 0.0% | -21.9% | 0.018% | |
| 8/8/2025 | Creative Planning | 70,731 | $2.42M | 0.0% | -0.9% | 0.110% | |
| 8/7/2025 | Weil Company Inc. | 412,946 | $14.14M | 3.7% | +16.6% | 0.644% | |
| 8/7/2025 | Vise Technologies Inc. | 26,213 | $897K | 0.0% | N/A | 0.041% | |
| 8/7/2025 | Brio Consultants LLC | 241,659 | $8.27M | 1.2% | +11.9% | 0.377% | |
| 8/6/2025 | Stokes Family Office LLC | 807,176 | $27.63M | 2.9% | +41.5% | 1.259% | |
| 8/6/2025 | Savant Capital LLC | 28,975 | $992K | 0.0% | -12.8% | 0.045% | |
| 8/6/2025 | HORAN Wealth LLC | 6,642 | $227K | 0.1% | N/A | 0.010% | |
| 8/6/2025 | DDFG Inc | 226,977 | $7.77M | 2.0% | +2.0% | 0.354% | |
| 8/6/2025 | Stone House Investment Management LLC | 1,069 | $37K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 45,591 | $1.56M | 0.4% | +26.4% | 0.071% | |
| 8/5/2025 | Sigma Planning Corp | 26,603 | $911K | 0.0% | N/A | 0.042% | |
| 8/5/2025 | Meridian Management Co. | 267,156 | $9.03M | 2.5% | -5.7% | 0.417% | |
| 8/4/2025 | Atria Investments Inc | 101,440 | $3.47M | 0.0% | -8.1% | 0.158% | |
| 8/4/2025 | Beirne Wealth Consulting Services LLC | 108,240 | $3.71M | 1.2% | +2.4% | 0.169% | |
| 8/1/2025 | Strategic Financial Services Inc. | 8,575,507 | $293.54M | 15.8% | -1.0% | 13.378% | |
| 8/1/2025 | First Command Advisory Services Inc. | 760,428 | $26.03M | 0.2% | +3.9% | 1.186% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,055,237 | $36.12M | 0.0% | +8.3% | 1.646% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 56,430 | $1.93M | 0.2% | +1.3% | 0.088% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 6,051 | $207K | 0.0% | -7.8% | 0.009% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 42,634 | $1.46M | 0.1% | +2.0% | 0.067% | |
| 7/31/2025 | AlTi Global Inc. | 84,127 | $2.88M | 0.1% | -36.2% | 0.131% | |
| 7/30/2025 | Phillips Financial Management LLC | 318,396 | $10.90M | 0.8% | -19.5% | 0.497% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 56,319 | $1.93M | 0.0% | -36.4% | 0.088% | |
| 7/29/2025 | Foster & Motley Inc. | 410,664 | $14.06M | 0.8% | -11.9% | 0.641% | |
| 7/29/2025 | Private Trust Co. NA | 827 | $28K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 148,756 | $5.09M | 0.0% | +19.2% | 0.232% | |
| 7/25/2025 | RHS Financial LLC | 120,956 | $4.14M | 2.4% | +22.8% | 0.189% | |
| 7/25/2025 | CWM LLC | 851,829 | $29.16M | 0.1% | -6.6% | 1.329% | |
| 7/24/2025 | Edge Financial Advisors LLC | 33,340 | $1.14M | 0.6% | -17.0% | 0.052% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 32,775 | $1.12M | 0.2% | +39.0% | 0.051% | |
| 7/23/2025 | Citizens National Bank Trust Department | 135,288 | $4.63M | 0.9% | -1.2% | 0.211% | |
| 7/23/2025 | Heck Capital Advisors LLC | 59,956 | $2.05M | 0.2% | -42.4% | 0.094% | |
| 7/18/2025 | SigFig Wealth Management LLC | 123,649 | $4.23M | 0.1% | +3.9% | 0.193% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 3,195,954 | $109.40M | 5.7% | +0.4% | 5.009% | |
| 7/17/2025 | LexAurum Advisors LLC | 21,763 | $745K | 0.1% | -2.5% | 0.034% | |
| 7/17/2025 | HB Wealth Management LLC | 14,015 | $480K | 0.0% | +63.5% | 0.022% | |
| 7/16/2025 | New Insight Wealth Advisors | 19,982 | $684K | 0.3% | +41.9% | 0.031% | |
| 7/15/2025 | EWG Elevate Inc. | 59,564 | $2.04M | 0.6% | +363.9% | 0.093% | |
| 7/14/2025 | Seascape Capital Management | 13,851 | $474K | 0.1% | +2.4% | 0.022% | |
| 7/14/2025 | Acropolis Investment Management LLC | 301,413 | $10.32M | 0.6% | +4.1% | 0.472% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,320 | $730K | 0.0% | +30.4% | 0.033% | |
| 7/11/2025 | Farther Finance Advisors LLC | 203,335 | $6.96M | 0.1% | +8.6% | 0.319% | |
| 7/10/2025 | Sterling Financial Group Inc. | 623,742 | $21.35M | 7.2% | +39.6% | 0.978% | |
|
| 7/10/2025 | Exchange Traded Concepts LLC | 236,515 | $8.10M | 0.1% | -1.3% | 0.371% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,206 | $247K | 0.0% | -39.3% | 0.011% | |
| 7/10/2025 | Sovran Advisors LLC | 6,072 | $208K | 0.0% | N/A | 0.010% | |
| 7/9/2025 | Lincoln Capital Corp | 46,920 | $1.61M | 0.6% | -2.5% | 0.074% | |
| 7/9/2025 | Archer Investment Management LLC | 32,517 | $1.11M | 0.8% | -22.1% | 0.051% | |
| 7/9/2025 | Thrive Wealth Management LLC | 341,743 | $11.70M | 1.9% | -6.8% | 0.536% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 27,800 | $952K | 0.1% | -9.7% | 0.044% | |
| 7/8/2025 | RMR Wealth Builders | 9,874 | $338K | 0.0% | N/A | 0.015% | |
| 6/2/2025 | Modern Wealth Management LLC | 773,168 | $23.84M | 0.8% | +52.6% | 1.251% | |
| 5/23/2025 | Strategic Financial Services Inc. | 8,657,795 | $267.01M | 15.6% | +1.8% | 14.358% | |