| 8/8/2025 | Rockefeller Capital Management L.P. | 151,934 | $20.08M | 0.1% | -9.3% | 0.152% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 10,843 | $1.43M | 0.0% | -1.9% | 0.011% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 2,421 | $320K | 0.0% | +26.6% | 0.002% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 55,042 | $7.27M | 0.0% | -16.4% | 0.055% | |
| 8/8/2025 | Cetera Investment Advisers | 335,123 | $44.28M | 0.1% | +2.7% | 0.336% | |
| 8/8/2025 | Creative Planning | 125,913 | $16.64M | 0.0% | +14.0% | 0.126% | |
| 8/8/2025 | WealthShield Partners LLC | 1,868 | $247K | 0.0% | -6.6% | 0.002% | |
| 8/8/2025 | Condor Capital Management | 21,852 | $2.89M | 0.3% | +1.2% | 0.022% | |
| 8/8/2025 | Truepoint Inc. | 6,557 | $866K | 0.0% | -24.2% | 0.007% | |
| 8/8/2025 | Meridian Wealth Management LLC | 8,830 | $1.17M | 0.0% | -5.2% | 0.009% | |
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| 8/8/2025 | Empower Advisory Group LLC | 1,544 | $204K | 0.0% | -20.5% | 0.002% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 5,955 | $787K | 0.0% | -3.5% | 0.006% | |
| 8/8/2025 | Pacific Life Fund Advisors LLC | 630,104 | $83.26M | 8.9% | +57.8% | 0.632% | |
| 8/8/2025 | Clearstead Trust LLC | 191 | $25K | 0.0% | N/A | 0.000% | |
| 8/8/2025 | Investment Partners LTD. | 37,639 | $4.97M | 1.9% | +10.2% | 0.038% | |
| 8/8/2025 | Avalon Trust Co | 1,221 | $161K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | WASHINGTON TRUST Co | 4,317 | $570K | 0.0% | -3.5% | 0.004% | |
| 8/8/2025 | MV Capital Management Inc. | 10,390 | $1.37M | 0.1% | -13.9% | 0.010% | |
| 8/8/2025 | Renasant Bank | 10,423 | $1.38M | 0.9% | -3.3% | 0.010% | |
| 8/8/2025 | Accredited Investors Inc. | 67,108 | $8.87M | 0.5% | -9.6% | 0.067% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,341,852 | $177.31M | 0.1% | -5.7% | 1.346% | |
| 8/8/2025 | ERTS Wealth Advisors LLC | 9,505 | $1.26M | 0.4% | -2.8% | 0.010% | |
| 8/8/2025 | Ironwood Investment Counsel LLC | 2,698 | $357K | 0.1% | +36.7% | 0.003% | |
| 8/7/2025 | Boston Partners | 5,140 | $682K | 0.0% | -43.3% | 0.005% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 1,611 | $218K | 0.0% | N/A | 0.002% | |
| 8/7/2025 | CENTRAL TRUST Co | 8,302 | $1.10M | 0.0% | +2.5% | 0.008% | |
| 8/7/2025 | Nwam LLC | 2,733 | $370K | 0.0% | +30.2% | 0.003% | |
| 8/7/2025 | Ibex Wealth Advisors | 1,678 | $222K | 0.0% | N/A | 0.002% | |
| 8/7/2025 | Allworth Financial LP | 4,223 | $558K | 0.0% | +30.2% | 0.004% | |
| 8/7/2025 | Addison Advisors LLC | 775 | $102K | 0.0% | N/A | 0.001% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 26,361 | $3.53M | 0.3% | +2.9% | 0.026% | |
| 8/7/2025 | Nuance Investments LLC | 15,045 | $1.99M | 0.2% | -84.5% | 0.015% | |
| 8/7/2025 | Zions Bancorporation National Association UT | 968,256 | $127.95M | 6.9% | -19.6% | 0.971% | |
| 8/7/2025 | Future Fund LLC | 27,975 | $3.70M | 1.7% | N/A | 0.028% | |
| 8/7/2025 | Midwest Trust Co | 25,341 | $3.35M | 0.0% | N/A | 0.025% | |
| 8/7/2025 | FDx Advisors Inc. | 2,298 | $304K | 0.1% | -6.9% | 0.002% | |
| 8/7/2025 | Global Wealth Management Investment Advisory Inc. | 8,693 | $1.15M | 0.2% | +22.9% | 0.009% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 3,897 | $515K | 0.1% | +5.6% | 0.004% | |
| 8/7/2025 | BHK Investment Advisors LLC | 13,506 | $1.79M | 0.7% | +9.0% | 0.014% | |
| 8/6/2025 | Prospera Financial Services Inc | 10,295 | $1.36M | 0.0% | -2.7% | 0.010% | |
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| 8/6/2025 | Decker Retirement Planning Inc. | 3,307 | $437K | 0.3% | +22.5% | 0.003% | |
| 8/6/2025 | AE Wealth Management LLC | 365,411 | $48.29M | 0.4% | +24.7% | 0.367% | |
| 8/6/2025 | Legacy Investment Solutions LLC | 249 | $33K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | Sterling Capital Management LLC | 126,123 | $16.67M | 0.2% | +19.7% | 0.127% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 2,871 | $379K | 0.0% | +13.3% | 0.003% | |
| 8/6/2025 | Savant Capital LLC | 76,564 | $10.12M | 0.1% | +0.3% | 0.077% | |
| 8/6/2025 | Eukles Asset Management | 18,991 | $2.51M | 1.0% | -1.9% | 0.019% | |
| 8/6/2025 | Washington Trust Bank | 10,202 | $1.35M | 0.1% | -42.0% | 0.010% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 2,194,504 | $289.98M | 0.4% | -2.8% | 2.201% | |
| 8/6/2025 | SouthState Corp | 1,785 | $236K | 0.0% | -5.5% | 0.002% | |
| 8/6/2025 | Anchor Capital Advisors LLC | 193,925 | $25.63M | 0.8% | +49.2% | 0.195% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 4,323 | $571K | 0.0% | N/A | 0.004% | |
| 8/6/2025 | First Horizon Advisors Inc. | 82,810 | $10.94M | 0.3% | +7.1% | 0.083% | |
| 8/6/2025 | Moors & Cabot Inc. | 2,230 | $295K | 0.0% | -8.8% | 0.002% | |
| 8/6/2025 | Simmons Bank | 3,724 | $492K | 0.0% | +4.2% | 0.004% | |
| 8/5/2025 | Cassaday & Co Wealth Management LLC | 976,963 | $129.10M | 3.2% | +0.5% | 0.980% | |
| 8/5/2025 | Pointe Capital Management LLC | 10,396 | $1.37M | 0.7% | +17.3% | 0.010% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 99,197 | $13.11M | 1.0% | +6.9% | 0.099% | |
| 8/5/2025 | Key Financial Inc | 1,970 | $260K | 0.1% | -16.2% | 0.002% | |
| 8/5/2025 | Next Capital Management LLC | 2,030 | $268K | 0.1% | N/A | 0.002% | |
| 8/5/2025 | Bank of New York Mellon Corp | 62,661 | $8.28M | 0.0% | +26.1% | 0.063% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 5,271 | $697K | 0.0% | -3.1% | 0.005% | |
| 8/5/2025 | BCGM Wealth Management LLC | 2,272 | $300K | 0.1% | -11.5% | 0.002% | |
| 8/5/2025 | Tsfg LLC | 1,589 | $210K | 0.0% | -11.1% | 0.002% | |
| 8/5/2025 | Westside Investment Management Inc. | 200 | $27K | 0.0% | +108.3% | 0.000% | |
| 8/5/2025 | Bank of Montreal Can | 92,945 | $12.28M | 0.0% | -1.2% | 0.093% | |
| 8/5/2025 | Snider Financial Group | 1,952 | $258K | 0.1% | -20.8% | 0.002% | |
| 8/5/2025 | Telos Capital Management Inc. | 18,906 | $2.50M | 0.3% | +5.1% | 0.019% | |
| 8/5/2025 | Sigma Planning Corp | 21,334 | $2.82M | 0.1% | -0.7% | 0.021% | |
| 8/5/2025 | TIAA Trust National Association | 3,393,013 | $448.34M | 1.2% | +0.3% | 3.403% | |
| 8/5/2025 | Elm Partners Management LLC | 1,903 | $251K | 0.0% | -41.1% | 0.002% | |
| 8/4/2025 | Integrity Alliance LLC. | 3,460 | $457K | 0.0% | -53.6% | 0.003% | |
| 8/4/2025 | AMG National Trust Bank | 337,660 | $44.62M | 1.2% | -1.3% | 0.339% | |
| 8/4/2025 | FWG Investments LLC. | 10,123 | $1.34M | 1.0% | N/A | 0.010% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 5,303 | $701K | 0.0% | -49.9% | 0.005% | |
| 8/4/2025 | Atria Investments Inc | 18,749 | $2.48M | 0.0% | -15.0% | 0.019% | |
| 8/4/2025 | Savvy Advisors Inc. | 2,148 | $284K | 0.0% | -58.3% | 0.002% | |
| 8/4/2025 | Assetmark Inc. | 6,169 | $815K | 0.0% | +20.9% | 0.006% | |
| 8/4/2025 | Keybank National Association OH | 201,451 | $26.62M | 0.1% | -0.5% | 0.202% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 23,637 | $3.12M | 0.1% | -2.6% | 0.024% | |
| 8/4/2025 | Spire Wealth Management | 4,339 | $573K | 0.0% | -11.2% | 0.004% | |
| 8/4/2025 | Arkadios Wealth Advisors | 5,811 | $768K | 0.0% | -6.9% | 0.006% | |
| 8/1/2025 | FSA Advisors Inc. | 2,058 | $272K | 0.2% | N/A | 0.002% | |
| 8/1/2025 | Planning Directions Inc. | 1,811 | $239K | 0.1% | -25.6% | 0.002% | |
| 8/1/2025 | Zhang Financial LLC | 3,896 | $515K | 0.0% | +10.4% | 0.004% | |
| 8/1/2025 | First National Trust Co | 8,497 | $1.12M | 0.0% | -2.7% | 0.009% | |
| 8/1/2025 | SYM FINANCIAL Corp | 8,803 | $1.16M | 0.1% | +429.3% | 0.009% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 15,087 | $1.99M | 0.2% | +67.4% | 0.015% | |
| 8/1/2025 | Bessemer Group Inc. | 15,034 | $1.99M | 0.0% | -0.6% | 0.015% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 8,256 | $1.09M | 0.1% | -1.5% | 0.008% | |
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| 8/1/2025 | GoalVest Advisory LLC | 658 | $87K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | First Command Advisory Services Inc. | 1,489 | $197K | 0.0% | +17.8% | 0.001% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 11,757 | $1.55M | 0.1% | -29.7% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 836,341 | $110.51M | 0.0% | +19.0% | 0.839% | |
| 7/31/2025 | Wealthfront Advisers LLC | 12,181 | $1.61M | 0.0% | +13.5% | 0.012% | |
| 7/31/2025 | Fiduciary Wealth Partners LLC | 2,591 | $342K | 0.3% | N/A | 0.003% | |
| 7/31/2025 | Brighton Jones LLC | 19,957 | $2.64M | 0.1% | +1.7% | 0.020% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 39,187 | $5.18M | 0.1% | -1.6% | 0.039% | |
| 7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 4,953 | $654K | 0.2% | N/A | 0.005% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 7,260 | $983K | 0.4% | +13.9% | 0.007% | |
