| 7/18/2025 | Pure Financial Advisors LLC | 198,592 | $4.20M | 0.1% | +6.3% | 0.052% | |
| 7/18/2025 | Heritage Financial Services LLC | 18,538 | $392K | 0.0% | -4.6% | 0.005% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 7,234 | $153K | 0.0% | -47.0% | 0.002% | |
| 7/18/2025 | Liberty Capital Management Inc. | 29,789 | $630K | 0.1% | +4.5% | 0.008% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 22,716 | $481K | 0.1% | -3.4% | 0.006% | |
| 7/17/2025 | Capital Investment Advisors LLC | 10,096 | $214K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 23,412 | $495K | 0.0% | +15.2% | 0.006% | |
| 7/17/2025 | Elser Financial Planning Inc | 38,119 | $809K | 0.0% | +65.1% | 0.010% | |
| 7/17/2025 | SWS Partners | 143,792 | $3.04M | 0.8% | +0.7% | 0.038% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 11,307 | $239K | 0.0% | N/A | 0.003% | |
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| 7/17/2025 | Capital Insight Partners LLC | 35,803 | $758K | 0.1% | -3.8% | 0.009% | |
| 7/17/2025 | Stockman Wealth Management Inc. | 78,795 | $1.67M | 0.2% | +3.2% | 0.021% | |
| 7/17/2025 | Avior Wealth Management LLC | 309,388 | $6.55M | 0.2% | +4.0% | 0.081% | |
| 7/17/2025 | Charles Schwab Trust Co | 1,196,513 | $25.32M | 1.9% | -1.4% | 0.315% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 64,742 | $1.37M | 0.3% | +7.2% | 0.017% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 183,863 | $3.89M | 0.5% | -15.3% | 0.048% | |
| 7/16/2025 | State of Alaska Department of Revenue | 75,967 | $1.61M | 0.0% | -6.1% | 0.020% | |
| 7/16/2025 | Perigon Wealth Management LLC | 140,348 | $2.97M | 0.1% | -0.8% | 0.037% | |
| 7/15/2025 | Pine Haven Investment Counsel Inc | 11,341 | $240K | 0.2% | N/A | 0.003% | |
| 7/15/2025 | EWG Elevate Inc. | 26,194 | $554K | 0.2% | -3.3% | 0.007% | |
| 7/15/2025 | BCS Wealth Management | 40,638 | $860K | 0.2% | +14.8% | 0.011% | |
| 7/15/2025 | Fifth Third Bancorp | 1,805 | $38K | 0.0% | -80.2% | 0.000% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 28,467 | $602K | 0.2% | +26.0% | 0.007% | |
| 7/15/2025 | GSB Wealth Management LLC | 12,104 | $256K | 0.1% | +516.0% | 0.003% | |
| 7/14/2025 | AdvisorNet Financial Inc | 8,942 | $189K | 0.0% | -9.0% | 0.002% | |
| 7/14/2025 | Foster Group Inc. | 31,258 | $661K | 0.0% | +16.6% | 0.008% | |
| 7/14/2025 | BlueSky Wealth Advisors LLC | 925,957 | $19.59M | 2.8% | +5.9% | 0.244% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 172,208 | $3.67M | 1.3% | +6.1% | 0.045% | |
| 7/14/2025 | Abound Wealth Management | 1,942 | $41K | 0.0% | +569.7% | 0.001% | |
| 7/14/2025 | Park Avenue Securities LLC | 10,944 | $232K | 0.0% | -11.0% | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 33,503 | $709K | 0.0% | -45.1% | 0.009% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 17,344 | $367K | 0.1% | -5.4% | 0.005% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 59,960 | $1.27M | 0.1% | -3.2% | 0.016% | |
| 7/11/2025 | Grove Bank & Trust | 320,589 | $6.78M | 0.8% | +85.1% | 0.085% | |
| 7/11/2025 | Cypress Financial Planning LLC | 12,814 | $271K | 0.1% | +6.7% | 0.003% | |
| 7/11/2025 | Pioneer Wealth Management Group | 612,777 | $12.97M | 4.8% | +8.8% | 0.162% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 14,570 | $308K | 0.1% | -10.6% | 0.004% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 11,623 | $246K | 0.2% | N/A | 0.003% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 176,210 | $3.73M | 0.9% | +5.7% | 0.047% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 324,547 | $6.93M | 0.0% | -8.9% | 0.086% | |
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| 7/10/2025 | RFG Holdings Inc. | 157,750 | $3.34M | 1.0% | +1.7% | 0.042% | |
| 7/10/2025 | Brooklyn FI LLC | 157,389 | $3.33M | 0.9% | +24.2% | 0.042% | |
| 7/10/2025 | Focus Financial Network Inc. | 33,164 | $702K | 0.0% | -4.9% | 0.009% | |
| 7/9/2025 | Breakwater Investment Management | 57,358 | $1.21M | 0.5% | +2.8% | 0.015% | |
| 7/9/2025 | Krilogy Financial LLC | 383,124 | $8.11M | 0.5% | +3.2% | 0.101% | |
| 7/9/2025 | Epiq Partners LLC | 148,515 | $3.14M | 1.6% | +11.0% | 0.039% | |
| 7/9/2025 | Fiduciary Alliance LLC | 181,777 | $3.85M | 0.3% | -2.9% | 0.048% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 118,138 | $2.50M | 0.5% | -5.0% | 0.031% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 401,402 | $8.49M | 3.2% | N/A | 0.106% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 10,289 | $218K | 0.1% | -5.3% | 0.003% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 192,940 | $4.08M | 1.6% | +2.9% | 0.051% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 33,678 | $713K | 0.3% | -5.7% | 0.009% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 70,630 | $1.50M | 1.0% | -5.1% | 0.019% | |
| 7/8/2025 | Webster Bank N. A. | 1,212 | $26K | 0.0% | N/A | 0.000% | |
| 7/8/2025 | Parallel Advisors LLC | 28,353 | $600K | 0.0% | -21.5% | 0.007% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 217,758 | $4.61M | 3.1% | -3.3% | 0.058% | |
| 7/7/2025 | Bangor Savings Bank | 19,819 | $419K | 0.0% | -3.0% | 0.005% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 40,588 | $859K | 0.4% | +2.8% | 0.011% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 75,618 | $1.60M | 0.3% | +2.8% | 0.020% | |
| 7/3/2025 | Garde Capital Inc. | 12,396 | $262K | 0.0% | -20.1% | 0.003% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 21,265 | $457K | 0.0% | -89.1% | 0.006% | |
| 6/17/2025 | Howe & Rusling Inc. | 1,594 | $34K | 0.0% | +196.8% | 0.000% | |
| 5/27/2025 | SWS Partners | 142,835 | $3.07M | 1.0% | -1.2% | 0.039% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 96,579 | $2.08M | 0.1% | +4.6% | 0.026% | |
| 5/20/2025 | Focus Partners Wealth | 308,729 | $6.64M | 0.0% | +4.8% | 0.084% | |
| 5/19/2025 | Jane Street Group LLC | 117,136 | $2.52M | 0.0% | +734.2% | 0.032% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 244,690 | $5.26M | 0.0% | -9.0% | 0.066% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 21,265 | $457K | 0.0% | -89.1% | 0.006% | |
| 5/16/2025 | Jones Financial Companies Lllp | 191,789 | $4.38M | 0.0% | -23.1% | 0.052% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,324 | $28K | 0.0% | +313.8% | 0.000% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 22,767 | $490K | 0.0% | +16.5% | 0.006% | |
| 5/16/2025 | Ancora Advisors LLC | 3,456 | $74K | 0.0% | +16.5% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 10,966 | $236K | 0.0% | +23.2% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 35,242 | $758K | 0.0% | +12.5% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 127,006 | $2.73M | 0.0% | +140.7% | 0.034% | |
| 5/15/2025 | Betterment LLC | 603,085 | $12.97M | 0.0% | +3.5% | 0.163% | |
| 5/15/2025 | MAI Capital Management | 85,414 | $1.84M | 0.0% | -5.7% | 0.023% | |
| 5/15/2025 | Calton & Associates Inc. | 17,861 | $384K | 0.1% | N/A | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 148,624 | $3.20M | 0.0% | -6.7% | 0.040% | |
| 5/15/2025 | Tortoise Investment Management LLC | 536,642 | $11.54M | 1.2% | +3.9% | 0.145% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 29,344 | $631K | 0.0% | -40.6% | 0.008% | |
| 5/14/2025 | CreativeOne Wealth LLC | 35,261 | $758K | 0.0% | +88.7% | 0.010% | |
| 5/14/2025 | Comerica Bank | 10,889 | $234K | 0.0% | -31.6% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,656,587 | $164.69M | 0.1% | +0.1% | 2.075% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 14,504 | $312K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Strategic Financial Planning Inc. | 441,816 | $9.50M | 6.6% | +1.7% | 0.120% | |
| 5/14/2025 | CW Advisors LLC | 149,940 | $3.23M | 0.0% | -2.7% | 0.041% | |
| 5/14/2025 | Tradition Wealth Management LLC | 23,369 | $503K | 0.0% | -4.1% | 0.006% | |
| 5/14/2025 | Heritage Financial Services LLC | 19,422 | $418K | 0.0% | +3.1% | 0.005% | |
| 5/13/2025 | Keystone Global Partners LLC | 16,289 | $350K | 0.2% | N/A | 0.005% | |
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| 5/13/2025 | Cascade Financial Partners LLC | 95,052 | $2.05M | 0.3% | -26.4% | 0.027% | |
| 5/13/2025 | Raymond James Financial Inc. | 649,417 | $13.97M | 0.0% | +306.5% | 0.184% | |
| 5/13/2025 | Cresset Asset Management LLC | 88,644 | $1.91M | 0.0% | +4.1% | 0.025% | |
| 5/13/2025 | Trivium Point Advisory LLC | 11,280 | $243K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 14,562 | $313K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | Brooklyn FI LLC | 126,711 | $2.73M | 0.8% | +5.4% | 0.036% | |
| 5/13/2025 | Russell Investments Group Ltd. | 38,929 | $837K | 0.0% | +11,249.6% | 0.011% | |
| 5/13/2025 | HighTower Advisors LLC | 168,062 | $3.62M | 0.0% | -6.0% | 0.048% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 54,164,614 | $1.17B | 2.5% | +0.6% | 15.377% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 13,495 | $290K | 0.0% | -23.0% | 0.004% | |
