| 8/8/2025 | Cetera Investment Advisers | 304,892 | $7.53M | 0.0% | -2.4% | 0.193% | |
| 8/8/2025 | Creative Planning | 245,241 | $6.06M | 0.0% | -1.1% | 0.155% | |
| 8/8/2025 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 430,936 | $10.64M | 0.1% | +97.3% | 0.273% | |
| 8/8/2025 | Capstone Financial Advisors Inc. | 841,329 | $20.78M | 1.2% | +0.4% | 0.533% | |
| 8/8/2025 | Bailard Inc. | 304,540 | $7.52M | 0.2% | +0.8% | 0.193% | |
| 8/7/2025 | Rathbones Group PLC | 21,486 | $531K | 0.0% | -16.5% | 0.014% | |
| 8/6/2025 | AE Wealth Management LLC | 30,550 | $755K | 0.0% | -5.4% | 0.019% | |
| 8/6/2025 | Capasso Planning Partners LLC | 76,024 | $1.88M | 1.1% | -27.5% | 0.048% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 315,531 | $7.79M | 0.1% | -5.8% | 0.200% | |
| 8/6/2025 | Longview Financial Advisors LLC | 25,507 | $630K | 0.4% | -2.7% | 0.016% | |
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| 8/6/2025 | Savant Capital LLC | 2,624,235 | $64.82M | 0.4% | +9.2% | 1.662% | |
| 8/6/2025 | Modera Wealth Management LLC | 1,181,583 | $29.19M | 0.4% | +11.8% | 0.748% | |
| 8/5/2025 | Claro Advisors LLC | 9,608 | $237K | 0.0% | -25.6% | 0.006% | |
| 8/5/2025 | Clarity Wealth Development LLC | 10,965 | $271K | 0.3% | +4.6% | 0.007% | |
| 8/5/2025 | Huntington National Bank | 4,703 | $116K | 0.0% | +470,200.0% | 0.003% | |
| 8/5/2025 | Bank of Montreal Can | 1,950,176 | $48.17M | 0.0% | -27.9% | 1.235% | |
| 8/5/2025 | Mission Wealth Management LP | 15,764 | $389K | 0.0% | -6.4% | 0.010% | |
| 8/5/2025 | Hills Bank & Trust Co | 108,843 | $2.69M | 0.2% | N/A | 0.069% | |
| 8/5/2025 | Avant Financial Advisors LLC | 26,976 | $666K | 0.5% | +4.1% | 0.017% | |
| 8/4/2025 | World Investment Advisors | 315,973 | $7.81M | 0.2% | -2.5% | 0.200% | |
| 8/1/2025 | Advisory Alpha LLC | 8,097 | $200K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 792,184 | $19.57M | 0.0% | +0.2% | 0.502% | |
| 8/1/2025 | Chilton Capital Management LLC | 1,138 | $28K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Waldron Private Wealth LLC | 382,996 | $9.46M | 0.4% | -2.2% | 0.243% | |
| 7/31/2025 | BIP Wealth LLC | 448,210 | $11.07M | 0.7% | -0.7% | 0.284% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 84,074 | $2.08M | 0.0% | +80.7% | 0.053% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 309,000 | $7.63M | 0.0% | -3.7% | 0.196% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 32,426 | $801K | 0.1% | +2.0% | 0.021% | |
| 7/31/2025 | Money Design Co. Ltd. | 492,368 | $12.16M | 0.6% | -26.3% | 0.312% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 430,419 | $10.65M | 1.7% | +26.9% | 0.273% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 8,594 | $212K | 0.0% | -30.9% | 0.005% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 72,162 | $1.78M | 0.1% | -8.4% | 0.046% | |
| 7/30/2025 | Clune & Associates LTD. | 64,780 | $1.60M | 0.4% | +10.4% | 0.041% | |
| 7/29/2025 | Aspiriant LLC | 20,204 | $499K | 0.0% | -28.6% | 0.013% | |
| 7/29/2025 | Private Wealth Management Group LLC | 17,348 | $428K | 0.1% | -7.4% | 0.011% | |
| 7/29/2025 | Aire Advisors LLC | 13,050 | $322K | 0.1% | +4.1% | 0.008% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 50,484 | $1.25M | 0.5% | -1.3% | 0.032% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 272,096 | $6.72M | 0.7% | +9.8% | 0.172% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,763 | $241K | 0.0% | -22.1% | 0.006% | |
| 7/25/2025 | CWM LLC | 12,788 | $316K | 0.0% | -27.7% | 0.008% | |
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| 7/24/2025 | Lester Murray Antman dba SimplyRich | 169,422 | $4.18M | 1.2% | -4.0% | 0.107% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 29,389 | $726K | 0.6% | -5.5% | 0.019% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 85,500 | $2.11M | 0.1% | -11.4% | 0.054% | |
| 7/24/2025 | PDS Planning Inc | 1,422,662 | $35.14M | 2.6% | +4.6% | 0.901% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 624,804 | $15.43M | 1.4% | +2.0% | 0.396% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 431,190 | $10.65M | 3.2% | +6.1% | 0.273% | |
| 7/24/2025 | Callan Family Office LLC | 99,216 | $2.45M | 0.1% | -14.4% | 0.063% | |
| 7/24/2025 | Leo Wealth LLC | 19,694 | $486K | 0.0% | +2.1% | 0.012% | |
| 7/23/2025 | Valmark Advisers Inc. | 5,816,994 | $143.68M | 2.0% | +1.8% | 3.684% | |
| 7/23/2025 | Abel Hall LLC | 15,240 | $376K | 0.2% | -13.4% | 0.010% | |
| 7/23/2025 | Foundation Wealth Management LLC | 48,785 | $1.21M | 0.8% | -1.6% | 0.031% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 11,652 | $288K | 0.0% | -11.1% | 0.007% | |
| 7/22/2025 | Valley National Advisers Inc. | 1,203 | $29K | 0.0% | -49.3% | 0.001% | |
| 7/22/2025 | Simplicity Wealth LLC | 33,293 | $822K | 0.0% | +19.9% | 0.021% | |
| 7/21/2025 | Quent Capital LLC | 508,202 | $12.55M | 1.2% | +3.9% | 0.322% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 7,700 | $190K | 0.0% | -58.8% | 0.005% | |
| 7/21/2025 | Red Mountain Financial LLC | 13,940 | $324K | 0.4% | N/A | 0.009% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 93,891 | $2.32M | 0.0% | -7.9% | 0.059% | |
| 7/18/2025 | Naples Global Advisors LLC | 287,456 | $7.10M | 0.6% | +7.7% | 0.182% | |
| 7/18/2025 | Trust Co. of Vermont | 10,007 | $247K | 0.0% | +150.7% | 0.006% | |
| 7/17/2025 | Emerald Advisors LLC | 92,492 | $2.29M | 0.3% | +2.4% | 0.059% | |
| 7/17/2025 | ERn Financial LLC | 412,357 | $10.19M | 2.1% | -0.2% | 0.261% | |
| 7/17/2025 | Heritage Investment Group Inc. | 1,575,201 | $38.91M | 6.7% | +1.0% | 0.998% | |
| 7/17/2025 | Symmetry Partners LLC | 28,135 | $695K | 0.1% | -3.9% | 0.018% | |
| 7/17/2025 | XY Planning Network Inc. | 58,651 | $1.45M | 0.5% | N/A | 0.037% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 126,454 | $3.12M | 0.5% | -0.6% | 0.080% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 20,235 | $500K | 0.1% | +5.6% | 0.013% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 309,613 | $7.65M | 2.1% | -2.9% | 0.196% | |
| 7/15/2025 | Level Financial Advisors | 41,840 | $1.03M | 0.3% | -15.5% | 0.026% | |
| 7/15/2025 | Total Wealth Planning LLC | 20,373 | $503K | 0.1% | -2.4% | 0.013% | |
| 7/15/2025 | Ballentine Partners LLC | 10,714 | $265K | 0.0% | -4.7% | 0.007% | |
| 7/15/2025 | Maseco LLP | 8,999 | $222K | 0.0% | N/A | 0.006% | |
| 7/15/2025 | Fifth Third Bancorp | 5,902 | $146K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | CGN Advisors LLC | 15,892 | $393K | 0.0% | N/A | 0.010% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,187 | $103K | 0.0% | +15.9% | 0.003% | |
| 7/14/2025 | Foster Group Inc. | 44,434 | $1.10M | 0.0% | -7.8% | 0.028% | |
| 7/14/2025 | Matrix Trust Co | 57,259 | $1.41M | 0.2% | +0.9% | 0.036% | |
| 7/11/2025 | Farther Finance Advisors LLC | 39,019 | $964K | 0.0% | +708.5% | 0.025% | |
| 7/11/2025 | UMB Bank n.a. | 6,967 | $172K | 0.0% | -29.0% | 0.004% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 8,434 | $208K | 0.1% | -8.7% | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 196,002 | $4.89M | 0.0% | -33.8% | 0.124% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 1,038,021 | $25.64M | 0.2% | +2.1% | 0.657% | |
| 7/10/2025 | Brooklyn FI LLC | 309,953 | $7.66M | 2.0% | +15.9% | 0.196% | |
| 7/9/2025 | Aurelius Family Office LLC | 96,381 | $2.38M | 1.1% | +4.3% | 0.061% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 19,336 | $478K | 0.2% | +4.6% | 0.012% | |
| 7/9/2025 | Parkside Advisors LLC | 11,206 | $277K | 0.1% | N/A | 0.007% | |
| 7/8/2025 | Apella Capital LLC | 89,822 | $2.22M | 0.1% | -21.9% | 0.057% | |
| 7/8/2025 | Parallel Advisors LLC | 1,057 | $26K | 0.0% | -38.5% | 0.001% | |
| 7/8/2025 | Peirce Capital Management LLC | 47,371 | $1.17M | 0.5% | N/A | 0.030% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 8,331 | $206K | 0.1% | N/A | 0.005% | |
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| 7/7/2025 | Accelerate Investment Advisors LLC | 40,204 | $993K | 0.7% | +3.9% | 0.025% | |
| 7/3/2025 | Collective Family Office LLC | 103,198 | $2.55M | 0.7% | +24.2% | 0.063% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 158,507 | $3.94M | 0.7% | +4.3% | 0.096% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 612,418 | $15.13M | 2.7% | +11.1% | 0.372% | |
| 6/6/2025 | Nicola Wealth Management LTD. | 1,128,300 | $27.37M | 2.7% | +15.3% | 0.715% | |
| 5/29/2025 | Wilshire Advisors LLC | 782,038 | $18.97M | 6.6% | +16.2% | 0.496% | |
| 5/28/2025 | Intrua Financial LLC | 15,150 | $368K | 0.1% | N/A | 0.010% | |
| 5/20/2025 | Focus Partners Wealth | 234,830 | $5.70M | 0.0% | +202.4% | 0.148% | |
| 5/20/2025 | Nepc LLC | 1,562,057 | $37.90M | 1.0% | +5.5% | 0.987% | |
| 5/20/2025 | Strive Asset Management LLC | 17,014 | $413K | 0.3% | -5.9% | 0.011% | |
