| 8/8/2025 | Tortoise Investment Management LLC | 2,949 | $568K | 0.1% | +233.2% | 0.002% | |
| 8/8/2025 | Firestone Capital Management | 132,821 | $25.60M | 6.0% | -1.7% | 0.113% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 149,711 | $28.85M | 0.1% | +1.0% | 0.127% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 22,037 | $4.25M | 0.1% | -6.4% | 0.019% | |
| 8/8/2025 | Cetera Investment Advisers | 270,715 | $52.17M | 0.1% | +1.9% | 0.229% | |
| 8/8/2025 | CWS Financial Advisors LLC | 17,465 | $3.37M | 1.0% | -13.3% | 0.015% | |
| 8/8/2025 | Creative Planning | 481,857 | $92.86M | 0.1% | +0.5% | 0.408% | |
| 8/8/2025 | Meridian Wealth Management LLC | 4,999 | $963K | 0.0% | -2.4% | 0.004% | |
| 8/8/2025 | Empower Advisory Group LLC | 14,026 | $2.70M | 0.0% | -13.8% | 0.012% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 1,871 | $361K | 0.0% | +39.0% | 0.002% | |
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| 8/8/2025 | Beacon Harbor Wealth Advisors Inc. | 125,860 | $24.25M | 6.1% | -7.6% | 0.107% | |
| 8/8/2025 | Advisors Capital Management LLC | 4,431 | $854K | 0.0% | +1.9% | 0.004% | |
| 8/8/2025 | Burling Wealth Partners LLC | 4,080 | $786K | 0.1% | -1.9% | 0.003% | |
| 8/8/2025 | Nixon Peabody Trust Co. | 1,850 | $357K | 0.0% | -35.4% | 0.002% | |
| 8/8/2025 | Thompson Davis & CO. Inc. | 1,612 | $311K | 0.1% | +18.4% | 0.001% | |
| 8/8/2025 | Petix & Botte Co | 3,944 | $760K | 0.2% | +4.0% | 0.003% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 33,358 | $6.43M | 0.0% | +6.2% | 0.028% | |
| 8/8/2025 | Wealth Alliance LLC | 15,049 | $2.90M | 0.3% | +391.2% | 0.013% | |
| 8/8/2025 | Advyzon Investment Management LLC | 4,258 | $821K | 0.2% | N/A | 0.004% | |
| 8/7/2025 | Cascade Financial Partners LLC | 6,722 | $1.30M | 0.2% | -11.4% | 0.006% | |
| 8/7/2025 | Mayport LLC | 166,130 | $32.02M | 7.7% | +7.9% | 0.141% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 119,012 | $23.66M | 3.5% | +1.5% | 0.101% | |
| 8/7/2025 | CENTRAL TRUST Co | 2,034 | $392K | 0.0% | +261.3% | 0.002% | |
| 8/7/2025 | Allworth Financial LP | 38,781 | $7.47M | 0.0% | +178.7% | 0.033% | |
| 8/7/2025 | Hughes Financial Services LLC | 943 | $186K | 0.0% | -18.1% | 0.001% | |
| 8/7/2025 | King Luther Capital Management Corp | 27,620 | $5.32M | 0.0% | -2.2% | 0.023% | |
| 8/7/2025 | Midwest Trust Co | 2,615 | $504K | 0.0% | N/A | 0.002% | |
| 8/6/2025 | Prospera Financial Services Inc | 5,292 | $1.02M | 0.0% | -2.2% | 0.004% | |
| 8/6/2025 | Van Cleef Asset Management Inc | 351,702 | $67.78M | 7.3% | -0.1% | 0.298% | |
| 8/6/2025 | AE Wealth Management LLC | 8,770 | $1.69M | 0.0% | +85.9% | 0.007% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 6,772 | $1.31M | 0.0% | +42.9% | 0.006% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 1,628 | $314K | 0.1% | -17.7% | 0.001% | |
| 8/6/2025 | Savant Capital LLC | 75,773 | $14.60M | 0.1% | -1.8% | 0.064% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 6,510 | $1.26M | 0.4% | N/A | 0.006% | |
| 8/6/2025 | Modera Wealth Management LLC | 2,564 | $494K | 0.0% | +11.2% | 0.002% | |
| 8/6/2025 | Flagship Private Wealth LLC | 12,348 | $2.38M | 1.0% | +2.0% | 0.010% | |
| 8/6/2025 | Horan Securities Inc. | 1,357 | $262K | 0.1% | N/A | 0.001% | |
| 8/6/2025 | Summit Wealth Group LLC | 77,660 | $14.97M | 3.8% | +12.8% | 0.066% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 535 | $103K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | Columbia River Financial Group LLC | 70,477 | $13.91M | 9.0% | +12.7% | 0.060% | |
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| 8/6/2025 | First Horizon Advisors Inc. | 2,868 | $553K | 0.0% | +2.0% | 0.002% | |
| 8/6/2025 | ORBA Wealth Advisors L.L.C. | 1,061 | $204K | 0.2% | N/A | 0.001% | |
| 8/6/2025 | Moors & Cabot Inc. | 2,060 | $397K | 0.0% | +8.1% | 0.002% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 525 | $101K | 0.0% | +12.7% | 0.000% | |
| 8/5/2025 | Claro Advisors LLC | 1,444 | $278K | 0.0% | +11.6% | 0.001% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 4,397 | $847K | 0.1% | -42.1% | 0.004% | |
| 8/5/2025 | Huntington National Bank | 520 | $100K | 0.0% | +144.1% | 0.000% | |
| 8/5/2025 | Connable Office Inc. | 5,178 | $998K | 0.1% | -3.6% | 0.004% | |
| 8/5/2025 | Bank of New York Mellon Corp | 56,087 | $10.81M | 0.0% | -6.9% | 0.048% | |
| 8/5/2025 | Bank of Montreal Can | 5,282 | $1.02M | 0.0% | -13.4% | 0.004% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 3,082 | $597K | 0.3% | +10.6% | 0.003% | |
| 8/5/2025 | Telos Capital Management Inc. | 15,066 | $2.90M | 0.3% | +8.6% | 0.013% | |
| 8/5/2025 | Sigma Planning Corp | 3,228 | $622K | 0.0% | +2.1% | 0.003% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 51,085 | $9.85M | 4.2% | +42.4% | 0.043% | |
| 8/5/2025 | Aurdan Capital Management LLC | 69,870 | $13.47M | 4.6% | +7.1% | 0.059% | |
| 8/5/2025 | TIAA Trust National Association | 8,630 | $1.66M | 0.0% | -14.2% | 0.007% | |
| 8/5/2025 | Jessup Wealth Management Inc | 39,345 | $7.58M | 3.0% | -3.3% | 0.033% | |
| 8/5/2025 | Lincoln National Corp | 169,960 | $32.75M | 1.0% | +4.5% | 0.144% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 1,051 | $202K | 0.0% | N/A | 0.001% | |
| 8/5/2025 | Gould Asset Management LLC CA | 37,499 | $7.23M | 1.4% | -2.4% | 0.032% | |
| 8/4/2025 | Roble Belko & Company Inc | 9,412 | $1.81M | 0.3% | +89.6% | 0.008% | |
| 8/4/2025 | Integrity Alliance LLC. | 1,680 | $324K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Linscomb Wealth Inc. | 66,666 | $12.85M | 0.6% | -2.3% | 0.056% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,103 | $213K | 0.0% | +14.5% | 0.001% | |
| 8/4/2025 | IFG Advisory LLC | 37,690 | $7.26M | 0.4% | +4.2% | 0.032% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 1,059 | $204K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | One Day In July LLC | 1,051 | $203K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Atria Investments Inc | 6,867 | $1.32M | 0.0% | -61.9% | 0.006% | |
| 8/4/2025 | Savvy Advisors Inc. | 1,428 | $275K | 0.0% | +11.0% | 0.001% | |
| 8/4/2025 | Grant Street Asset Management Inc. | 7,285 | $1.40M | 0.3% | +7.8% | 0.006% | |
| 8/4/2025 | Assetmark Inc. | 1,233,081 | $237.63M | 0.6% | +4.3% | 1.045% | |
| 8/4/2025 | Keybank National Association OH | 8,437 | $1.63M | 0.0% | -5.4% | 0.007% | |
| 8/4/2025 | Spire Wealth Management | 15,019 | $2.89M | 0.1% | -1.7% | 0.013% | |
| 8/4/2025 | Hantz Financial Services Inc. | 7,329 | $1.41M | 0.0% | +490.6% | 0.006% | |
| 8/4/2025 | Arkadios Wealth Advisors | 8,276 | $1.60M | 0.0% | +548.1% | 0.007% | |
| 8/4/2025 | World Investment Advisors | 38,041 | $7.33M | 0.2% | +58.7% | 0.032% | |
| 8/4/2025 | Golden Road Advisors LLC | 5,303 | $1.02M | 0.7% | +12.5% | 0.004% | |
| 8/4/2025 | L.M. Kohn & Company | 3,201 | $617K | 0.2% | -43.4% | 0.003% | |
| 8/1/2025 | Austin Private Wealth LLC | 2,725 | $525K | 0.0% | +31.3% | 0.002% | |
| 8/1/2025 | Zhang Financial LLC | 10,103 | $1.95M | 0.1% | +2.2% | 0.009% | |
| 8/1/2025 | Centerpoint Advisors LLC | 5,801 | $1.12M | 0.4% | -3.9% | 0.005% | |
| 8/1/2025 | May Hill Capital LLC | 11,486 | $2.21M | 0.7% | -5.9% | 0.010% | |
| 8/1/2025 | Advisory Alpha LLC | 3,143 | $606K | 0.0% | -3.0% | 0.003% | |
| 8/1/2025 | Facet Wealth Inc. | 7,002 | $1.39M | 0.0% | -18.5% | 0.006% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 231,954 | $44.70M | 2.3% | +0.1% | 0.196% | |
| 8/1/2025 | Bessemer Group Inc. | 77,856 | $15.00M | 0.0% | +10.1% | 0.066% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 49,107 | $9.46M | 6.5% | -0.7% | 0.042% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,933,498 | $565.31M | 0.2% | +7.2% | 2.485% | |
| 8/1/2025 | Chilton Capital Management LLC | 16,293 | $3.14M | 0.1% | -3.6% | 0.014% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,283,604 | $632.78M | 1.6% | +4.4% | 2.782% | |
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| 7/31/2025 | Atlatl Advisers LLC | 12,498 | $2.41M | 1.1% | +13.5% | 0.011% | |
| 7/31/2025 | Topsail Wealth Management LLC | 48,429 | $9.33M | 1.7% | +3.5% | 0.041% | |
| 7/31/2025 | Interchange Capital Partners LLC | 1,560 | $301K | 0.1% | N/A | 0.001% | |
| 7/31/2025 | Leavell Investment Management Inc. | 30,970 | $5.97M | 0.3% | +48.5% | 0.026% | |
| 7/31/2025 | BIP Alliance LLC | 103,018 | $19.85M | 7.6% | +13.5% | 0.087% | |
| 7/31/2025 | BIP Wealth LLC | 16,500 | $3.18M | 0.2% | -1.2% | 0.014% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 2,468 | $476K | 0.0% | -7.5% | 0.002% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 4,455 | $859K | 0.1% | -2.9% | 0.004% | |
| 7/31/2025 | Intelligent Financial Strategies | 1,416 | $273K | 0.1% | -8.8% | 0.001% | |
| 7/30/2025 | Strategic Blueprint LLC | 11,518 | $2.22M | 0.1% | -0.9% | 0.010% | |
