| 8/5/2025 | Clarity Wealth Development LLC | 4,347 | $408K | 0.4% | +3.1% | 0.025% | |
| 8/5/2025 | Mission Wealth Management LP | 99,789 | $9.38M | 0.2% | +2.8% | 0.570% | |
| 8/5/2025 | TIAA Trust National Association | 2,512,786 | $236.08M | 0.6% | +2.7% | 14.359% | |
| 8/5/2025 | Uniting Wealth Partners LLC | 70,290 | $6.60M | 2.6% | +0.5% | 0.402% | |
| 8/4/2025 | Savvy Advisors Inc. | 3,161 | $297K | 0.0% | N/A | 0.018% | |
| 8/4/2025 | Assetmark Inc. | 55,247 | $5.19M | 0.0% | +3.2% | 0.316% | |
| 8/4/2025 | World Investment Advisors | 7,549 | $709K | 0.0% | -1.9% | 0.043% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 12,158 | $1.14M | 0.1% | +10.7% | 0.069% | |
| 8/4/2025 | Quaker Wealth Management LLC | 1,331 | $125K | 0.0% | -200.0% | 0.008% | |
| 8/1/2025 | Equita Financial Network Inc. | 19,834 | $1.86M | 0.7% | -16.9% | 0.113% | |
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| 8/1/2025 | Rossby Financial LCC | 6,410 | $602K | 0.2% | -8.7% | 0.037% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 3,299 | $310K | 0.2% | +6.1% | 0.019% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 281,723 | $26.47M | 0.0% | -0.9% | 1.610% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 26,793 | $2.52M | 0.0% | +1.7% | 0.153% | |
| 7/31/2025 | Trademark Financial Management LLC | 14,215 | $1.34M | 0.8% | +3.7% | 0.081% | |
| 7/31/2025 | Money Design Co. Ltd. | 39,013 | $3.67M | 0.2% | +3.2% | 0.223% | |
| 7/30/2025 | KPP Advisory Services LLC | 2,839 | $267K | 0.0% | N/A | 0.016% | |
| 7/30/2025 | Freedom Investment Management Inc. | 14,539 | $1.37M | 0.1% | -9.6% | 0.083% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 7,110 | $668K | 0.1% | +25.6% | 0.041% | |
| 7/30/2025 | Parcion Private Wealth LLC | 3,947 | $371K | 0.0% | +49.5% | 0.023% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 7,315 | $687K | 0.1% | -34.4% | 0.042% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 4,008 | $377K | 0.3% | N/A | 0.023% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 6,441 | $605K | 0.1% | N/A | 0.037% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 2,071 | $195K | 0.0% | +11.3% | 0.012% | |
| 7/29/2025 | Crux Wealth Advisors | 34,450 | $3.24M | 1.4% | N/A | 0.197% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 2,185 | $205K | 0.2% | N/A | 0.012% | |
| 7/29/2025 | DeDora Capital Inc. | 75,317 | $7.08M | 1.8% | -0.6% | 0.430% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 11,441 | $1.08M | 0.0% | -6.3% | 0.065% | |
| 7/29/2025 | Private Wealth Management Group LLC | 6,213 | $584K | 0.2% | -1.6% | 0.036% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,207 | $113K | 0.1% | N/A | 0.007% | |
| 7/28/2025 | Harbour Investments Inc. | 5,933 | $557K | 0.0% | +89.7% | 0.034% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 23,753 | $2.23M | 0.3% | -1.4% | 0.136% | |
| 7/25/2025 | NorthRock Partners LLC | 19,818 | $1.86M | 0.0% | -4.9% | 0.113% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 195,353 | $18.35M | 0.1% | -2.4% | 1.116% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 3,324 | $312K | 0.1% | -3.8% | 0.019% | |
| 7/25/2025 | CWM LLC | 16,154 | $1.52M | 0.0% | +496.1% | 0.092% | |
| 7/25/2025 | Wealth Advisory Team LLC | 23,810 | $2.24M | 2.1% | N/A | 0.136% | |
| 7/25/2025 | Evolution Advisers Inc. | 31,653 | $2.97M | 1.4% | -0.9% | 0.181% | |
| 7/25/2025 | Natural Investments LLC | 2,665 | $250K | 0.1% | -6.2% | 0.015% | |
| 7/24/2025 | US Bancorp DE | 31,146 | $2.93M | 0.0% | -23.6% | 0.178% | |
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| 7/23/2025 | ETF Portfolio Partners Inc. | 4,682 | $440K | 0.1% | +3.1% | 0.027% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 22,365 | $2.10M | 1.0% | -1.5% | 0.128% | |
| 7/23/2025 | KPP Advisory Services LLC | 2,839 | $267K | 0.1% | N/A | 0.016% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 25,565 | $2.40M | 0.6% | -5.5% | 0.146% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 3,534 | $332K | 0.1% | +34.0% | 0.020% | |
| 7/22/2025 | Financial Insights Inc. | 16,078 | $1.51M | 0.6% | N/A | 0.092% | |
| 7/21/2025 | Impact Investors Inc | 127,538 | $11.98M | 8.5% | -1.6% | 0.729% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 12,240 | $1.15M | 0.1% | N/A | 0.070% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,114 | $574K | 0.0% | +19.8% | 0.035% | |
| 7/18/2025 | First Pacific Financial | 14,820 | $1.39M | 0.2% | +28.5% | 0.085% | |
| 7/18/2025 | Marino Stram & Associates LLC | 15,781 | $1.48M | 0.3% | +45.2% | 0.090% | |
| 7/18/2025 | Truist Financial Corp | 6,328 | $595K | 0.0% | +2.9% | 0.036% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 6,179 | $581K | 0.8% | -6.1% | 0.035% | |
| 7/17/2025 | LexAurum Advisors LLC | 8,811 | $828K | 0.1% | +4.0% | 0.050% | |
| 7/17/2025 | HB Wealth Management LLC | 4,908 | $461K | 0.0% | -3.5% | 0.028% | |
| 7/17/2025 | Montis Financial LLC | 5,288 | $497K | 0.1% | -8.6% | 0.030% | |
| 7/17/2025 | Refined Wealth Management | 12,853 | $1.21M | 0.8% | -4.2% | 0.073% | |
| 7/17/2025 | XY Planning Network Inc. | 15,446 | $1.45M | 0.5% | +2.9% | 0.088% | |
| 7/17/2025 | SFM LLC | 2,517 | $236K | 0.2% | -4.3% | 0.014% | |
| 7/16/2025 | Falcon Wealth Planning | 15,491 | $1.46M | 0.1% | +22.7% | 0.089% | |
| 7/15/2025 | McAdam LLC | 6,131 | $576K | 0.0% | +6.0% | 0.035% | |
| 7/15/2025 | RVW Wealth LLC | 141,133 | $13.26M | 1.1% | -1.0% | 0.806% | |
| 7/15/2025 | Legacy Financial Group LLC | 6,270 | $589K | 0.1% | -5.6% | 0.036% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 4,518 | $424K | 0.1% | -13.9% | 0.026% | |
| 7/15/2025 | CGN Advisors LLC | 17,837 | $1.68M | 0.1% | +3.2% | 0.102% | |
| 7/14/2025 | Occidental Asset Management LLC | 2,495 | $234K | 0.0% | N/A | 0.014% | |
| 7/14/2025 | Golden State Equity Partners | 25,789 | $2.42M | 0.4% | -10.4% | 0.147% | |
| 7/14/2025 | Park Avenue Securities LLC | 13,636 | $1.28M | 0.0% | N/A | 0.078% | |
| 7/14/2025 | Sterling Group Wealth Management LLC | 2,554 | $240K | 0.1% | -28.8% | 0.015% | |
| 7/11/2025 | Skyline Advisors Inc. | 8,060 | $757K | 0.3% | +2.1% | 0.046% | |
| 7/11/2025 | Colorado Capital Management Inc. | 13,746 | $1.29M | 0.6% | -2.5% | 0.079% | |
| 7/11/2025 | Scott Capital Advisors LLC | 8,990 | $852K | 0.2% | N/A | 0.051% | |
| 7/11/2025 | CX Institutional | 18,910 | $1.78M | 0.1% | -5.8% | 0.108% | |
| 7/11/2025 | UMB Bank n.a. | 28,329 | $2.66M | 0.0% | -7.7% | 0.162% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 93,456 | $8.85M | 0.0% | +0.3% | 0.531% | |
| 7/10/2025 | Focus Financial Network Inc. | 3,841 | $361K | 0.0% | +40.5% | 0.022% | |
| 7/9/2025 | O Brien Wealth Partners LLC | 107,487 | $10.10M | 1.6% | +0.4% | 0.611% | |
| 7/9/2025 | Lifelong Wealth Advisors Inc. | 3,616 | $340K | 0.1% | -6.1% | 0.021% | |
| 7/9/2025 | Berkshire Bank | 5,944 | $558K | 0.1% | -7.9% | 0.034% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 10,008 | $940K | 0.3% | +12.6% | 0.057% | |
| 7/8/2025 | Prism Advisors Inc. | 5,190 | $488K | 0.1% | -23.1% | 0.029% | |
| 7/7/2025 | Investors Research Corp | 980 | $92K | 0.0% | +28.8% | 0.006% | |
| 7/2/2025 | Capital Market Strategies LLC | 2,304 | $216K | 0.2% | N/A | 0.013% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 73,171 | $5.73M | 0.0% | +47.9% | 0.416% | |
| 5/21/2025 | McAdam LLC | 5,786 | $453K | 0.0% | +15.1% | 0.033% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 12,205 | $955K | 0.0% | -4.5% | 0.070% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 73,171 | $5.73M | 0.0% | +47.9% | 0.419% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,188 | $93K | 0.0% | -11.0% | 0.007% | |
| 5/16/2025 | Redwood Financial Network Corp | 3,799 | $297K | 0.2% | -43.1% | 0.022% | |
| 5/16/2025 | NewEdge Advisors LLC | 42,000 | $3.29M | 0.0% | -12.7% | 0.241% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 3,589 | $281K | 0.0% | +4.8% | 0.021% | |
| 5/16/2025 | Aprio Wealth Management LLC | 5,811 | $455K | 0.1% | +6.4% | 0.033% | |
| 5/15/2025 | EP Wealth Advisors LLC | 8,708 | $682K | 0.0% | -13.6% | 0.050% | |
| 5/15/2025 | Royal Bank of Canada | 43,629 | $3.42M | 0.0% | +34.4% | 0.250% | |
| 5/15/2025 | MAI Capital Management | 2,697 | $211K | 0.0% | -10.7% | 0.015% | |
| 5/15/2025 | Clarity Asset Management Inc. | 123,319 | $9.65M | 6.2% | -28.1% | 0.707% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 4,245 | $332K | 0.0% | -3.0% | 0.024% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 32,096 | $2.51M | 0.2% | -7.2% | 0.184% | |
| 5/14/2025 | Freedom Investment Management Inc. | 16,090 | $1.26M | 0.1% | +35.5% | 0.092% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 19,302 | $1.51M | 0.0% | -5.1% | 0.111% | |
