| 8/7/2025 | Vise Technologies Inc. | 41,183 | $1.84M | 0.1% | N/A | 0.058% | |
| 8/7/2025 | Allworth Financial LP | 415,739 | $18.57M | 0.1% | -7.0% | 0.583% | |
| 8/6/2025 | Stokes Family Office LLC | 17,937 | $801K | 0.1% | -2.0% | 0.025% | |
| 8/6/2025 | Moors & Cabot Inc. | 6,019 | $269K | 0.0% | -32.5% | 0.008% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 92,998 | $4.15M | 1.8% | +1.5% | 0.130% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 197,508 | $8.82M | 0.2% | +25.3% | 0.277% | |
| 8/5/2025 | Oakwell Private Wealth Management LLC | 5,214 | $233K | 0.1% | N/A | 0.007% | |
| 8/5/2025 | Bank of Montreal Can | 1,672,375 | $74.71M | 0.0% | +13.9% | 2.344% | |
| 8/4/2025 | Balentine LLC | 100,918 | $4.51M | 0.2% | +3,573.8% | 0.141% | |
| 8/4/2025 | Savvy Advisors Inc. | 59,323 | $2.65M | 0.2% | +146.2% | 0.083% | |
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| 8/4/2025 | HBK Sorce Advisory LLC | 246,967 | $11.03M | 0.3% | -9.8% | 0.346% | |
| 8/4/2025 | World Investment Advisors | 5,275 | $236K | 0.0% | +5.8% | 0.007% | |
| 8/4/2025 | Mayflower Financial Advisors LLC | 43,329 | $1.94M | 0.3% | -49.2% | 0.061% | |
| 8/1/2025 | Austin Private Wealth LLC | 652,787 | $29.16M | 2.3% | +80.7% | 0.915% | |
| 8/1/2025 | Facet Wealth Inc. | 6,094 | $271K | 0.0% | -82.2% | 0.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,828,870 | $81.70M | 0.0% | -5.0% | 2.563% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 15,123 | $676K | 0.0% | +17.0% | 0.021% | |
| 7/31/2025 | West Michigan Advisors LLC | 6,703 | $299K | 0.1% | N/A | 0.009% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 36,440 | $1.63M | 0.8% | +2.8% | 0.051% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 416,232 | $18.59M | 0.8% | -1.7% | 0.583% | |
| 7/30/2025 | Fairway Wealth LLC | 16,228 | $725K | 0.2% | +204.7% | 0.023% | |
| 7/30/2025 | WBH Advisory Inc. | 28,349 | $1.27M | 0.1% | -17.3% | 0.040% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 12,300 | $549K | 0.0% | -4.8% | 0.017% | |
| 7/29/2025 | Arista Wealth Management LLC | 4,662 | $208K | 0.0% | -10.7% | 0.007% | |
| 7/29/2025 | Private Trust Co. NA | 869 | $39K | 0.0% | -56.0% | 0.001% | |
| 7/28/2025 | DORVAL Corp | 12,727 | $568K | 0.2% | -14.2% | 0.018% | |
| 7/28/2025 | Harbour Investments Inc. | 35,610 | $1.59M | 0.0% | -2.1% | 0.050% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 412,345 | $18.42M | 2.4% | -2.8% | 0.578% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 9,622 | $430K | 0.0% | -57.9% | 0.013% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 29,799 | $1.33M | 0.0% | -30.7% | 0.042% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 17,058 | $762K | 0.0% | -28.4% | 0.024% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 5,327 | $238K | 0.1% | N/A | 0.007% | |
| 7/25/2025 | CWM LLC | 77,460 | $3.46M | 0.0% | -24.8% | 0.109% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 86,660 | $3.87M | 0.9% | -73.2% | 0.121% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 5,657 | $253K | 0.0% | +17.2% | 0.008% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 251,420 | $11.23M | 0.7% | -20.5% | 0.352% | |
| 7/24/2025 | Brucke Financial Inc. | 10,162 | $454K | 0.3% | +23.0% | 0.014% | |
| 7/24/2025 | Blue Trust Inc. | 1,497 | $67K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Blair William & Co. IL | 4,313 | $193K | 0.0% | -17.1% | 0.006% | |
| 7/24/2025 | Edge Financial Advisors LLC | 14,002 | $624K | 0.3% | -26.3% | 0.020% | |
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| 7/23/2025 | Eagle Strategies LLC | 28,884 | $1.29M | 0.2% | -2.7% | 0.040% | |
| 7/23/2025 | Financial Life Advisors | 17,905 | $800K | 0.3% | -12.6% | 0.025% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 78,982 | $3.53M | 1.2% | -18.7% | 0.111% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 14,390 | $643K | 0.0% | N/A | 0.020% | |
| 7/23/2025 | SteelPeak Wealth LLC | 60,732 | $2.71M | 0.1% | +2.9% | 0.085% | |
| 7/22/2025 | Evensky & Katz LLC | 49,392 | $2.21M | 0.1% | -12.4% | 0.069% | |
| 7/22/2025 | Aquire Wealth Advisors LLC | 95,568 | $4.27M | 1.1% | +0.5% | 0.134% | |
| 7/22/2025 | Sage Financial Group Inc. | 11,678 | $522K | 0.0% | -90.0% | 0.016% | |
| 7/22/2025 | Simplicity Wealth LLC | 13,530 | $604K | 0.0% | N/A | 0.019% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 15,877 | $709K | 0.4% | -10.6% | 0.022% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 153,835 | $6.87M | 0.7% | +10.0% | 0.216% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 631,414 | $28.21M | 0.6% | +51.7% | 0.885% | |
| 7/21/2025 | Ascent Group LLC | 11,930 | $533K | 0.0% | -1.9% | 0.017% | |
| 7/21/2025 | 1900 Wealth Management LLC | 23,436 | $1.05M | 0.1% | +393.3% | 0.033% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 8,835 | $395K | 0.1% | -6.6% | 0.012% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 370,864 | $16.57M | 0.3% | -12.6% | 0.520% | |
| 7/18/2025 | TruNorth Capital Management LLC | 72,680 | $3.25M | 0.7% | -23.1% | 0.102% | |
| 7/18/2025 | Northeast Financial Group Inc. | 77,144 | $3.45M | 1.0% | +12.6% | 0.108% | |
| 7/18/2025 | Truist Financial Corp | 303,170 | $13.54M | 0.0% | +134.0% | 0.425% | |
| 7/17/2025 | One Wealth Advisors LLC | 18,178 | $812K | 0.1% | -47.5% | 0.025% | |
| 7/17/2025 | SWS Partners | 35,566 | $1.59M | 0.4% | -34.5% | 0.049% | |
| 7/17/2025 | Keystone Global Partners LLC | 3,240 | $145K | 0.1% | -7.0% | 0.005% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 17,170 | $767K | 0.0% | -38.6% | 0.024% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 5,846 | $261K | 0.0% | -31.6% | 0.008% | |
| 7/16/2025 | Tenret Co LLC | 140,767 | $6.29M | 3.4% | N/A | 0.196% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 4,500 | $201K | 0.1% | N/A | 0.006% | |
| 7/16/2025 | Dakota Wealth Management | 23,627 | $1.06M | 0.0% | +74.5% | 0.033% | |
| 7/16/2025 | Magnus Financial Group LLC | 13,501 | $603K | 0.1% | +6.4% | 0.019% | |
| 7/15/2025 | McAdam LLC | 129,011 | $5.76M | 0.3% | -9.5% | 0.179% | |
| 7/15/2025 | TD Private Client Wealth LLC | 151,882 | $6.79M | 0.2% | -24.1% | 0.211% | |
| 7/15/2025 | Mather Group LLC. | 126,439 | $5.65M | 0.1% | -25.0% | 0.176% | |
| 7/14/2025 | AdvisorNet Financial Inc | 17,163 | $767K | 0.0% | +24.8% | 0.024% | |
| 7/14/2025 | Foster Group Inc. | 480,422 | $21.46M | 0.7% | -2.2% | 0.668% | |
| 7/14/2025 | Abound Wealth Management | 809 | $36K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Park Avenue Securities LLC | 136,476 | $6.10M | 0.1% | +16.0% | 0.190% | |
| 7/11/2025 | Cypress Financial Planning LLC | 17,299 | $773K | 0.3% | +95.3% | 0.024% | |
| 7/10/2025 | Sterling Financial Group Inc. | 175,675 | $7.85M | 2.6% | +1.0% | 0.243% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 107,470 | $4.79M | 0.0% | -15.0% | 0.149% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 6,327 | $282K | 0.1% | N/A | 0.009% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 17,020 | $760K | 0.1% | +6.4% | 0.024% | |
| 7/9/2025 | PFW Advisors LLC | 11,342 | $507K | 0.2% | -6.1% | 0.016% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 21,063 | $941K | 0.5% | +2.6% | 0.029% | |
| 7/9/2025 | Alesco Advisors LLC | 20,583 | $919K | 0.0% | +1.1% | 0.029% | |
| 7/8/2025 | Little House Capital LLC | 16,920 | $756K | 0.2% | -4.7% | 0.023% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 13,214 | $590K | 0.2% | -22.5% | 0.018% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 5,883 | $263K | 0.2% | N/A | 0.008% | |
| 7/8/2025 | Gradient Investments LLC | 22,120 | $988K | 0.0% | +10.2% | 0.031% | |
| 7/7/2025 | Versant Capital Management Inc | 86,202 | $3.85M | 0.6% | -2.6% | 0.119% | |
| 7/3/2025 | Collective Family Office LLC | 86,551 | $3.87M | 1.0% | +42.6% | 0.120% | |
| 5/16/2025 | Jones Financial Companies Lllp | 17,611 | $794K | 0.0% | +1,370.0% | 0.025% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 23,272 | $1.05M | 0.0% | -18.2% | 0.033% | |
| 5/15/2025 | Betterment LLC | 9,181,983 | $413.83M | 1.0% | +29.5% | 12.833% | |
| 5/14/2025 | Flow Traders U.S. LLC | 30,515 | $1.38M | 0.1% | N/A | 0.043% | |
| 5/13/2025 | Keystone Global Partners LLC | 3,485 | $157K | 0.1% | N/A | 0.005% | |
| 5/13/2025 | Evensky & Katz LLC | 56,385 | $2.54M | 0.2% | -4.4% | 0.079% | |
| 5/12/2025 | JPMorgan Chase & Co. | 6,315,309 | $284.63M | 0.0% | +1,104.7% | 8.826% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 1,137 | $51K | 0.0% | N/A | 0.002% | |
| 5/6/2025 | Richardson Financial Services Inc. | 8,910 | $402K | 0.3% | +7.8% | 0.013% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 157,674 | $7.11M | 0.1% | -6.2% | 0.229% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 91,553 | $4.13M | 0.1% | -2.7% | 0.133% | |
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