| 8/5/2025 | Clarity Wealth Development LLC | 71,876 | $2.93M | 2.9% | +0.9% | 0.258% | |
| 8/5/2025 | Bank of New York Mellon Corp | 355,056 | $14.47M | 0.0% | -2.4% | 1.273% | |
| 8/5/2025 | Mission Wealth Management LP | 801,414 | $32.65M | 0.7% | +0.9% | 2.872% | |
| 8/5/2025 | TIAA Trust National Association | 1,467,595 | $59.79M | 0.2% | -4.6% | 5.260% | |
| 8/4/2025 | Assetmark Inc. | 10,569 | $431K | 0.0% | +6.0% | 0.038% | |
| 8/1/2025 | Equita Financial Network Inc. | 21,301 | $868K | 0.3% | -21.8% | 0.076% | |
| 8/1/2025 | Rossby Financial LCC | 77,730 | $3.17M | 1.2% | -2.5% | 0.279% | |
| 8/1/2025 | Bessemer Group Inc. | 12,561 | $512K | 0.0% | +361.3% | 0.045% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 529,710 | $21.58M | 0.0% | +5.3% | 1.899% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 20,923 | $852K | 0.0% | +2.7% | 0.075% | |
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| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 9,735 | $397K | 0.1% | -32.1% | 0.035% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 19,159 | $780K | 0.4% | +18.5% | 0.069% | |
| 7/30/2025 | Freedom Investment Management Inc. | 18,879 | $769K | 0.1% | -9.6% | 0.068% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 15,179 | $618K | 0.1% | +6.1% | 0.054% | |
| 7/30/2025 | D.A. Davidson & CO. | 11,457 | $467K | 0.0% | +14.1% | 0.041% | |
| 7/30/2025 | Pacific Sun Financial Corp | 10,586 | $431K | 0.2% | -5.4% | 0.038% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 9,173 | $389K | 0.0% | -2.6% | 0.033% | |
| 7/29/2025 | Kelman Lazarov Inc. | 4,995 | $203K | 0.0% | N/A | 0.018% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,233 | $621K | 0.0% | +5.3% | 0.055% | |
| 7/29/2025 | Private Trust Co. NA | 3,886 | $158K | 0.0% | -16.0% | 0.014% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 53,107 | $2.16M | 0.4% | +9.0% | 0.190% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 6,593 | $269K | 0.3% | N/A | 0.024% | |
| 7/28/2025 | Mutual Advisors LLC | 16,624 | $703K | 0.0% | -4.3% | 0.060% | |
| 7/28/2025 | Harbour Investments Inc. | 32,021 | $1.31M | 0.0% | +2.3% | 0.115% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 59,224 | $2.41M | 0.4% | +9.9% | 0.212% | |
| 7/28/2025 | CGC Financial Services LLC | 53,073 | $2.16M | 0.7% | +1.3% | 0.190% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 30,786 | $1.25M | 0.2% | +1.2% | 0.110% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 41,191 | $1.68M | 0.0% | -0.9% | 0.148% | |
| 7/25/2025 | McNamara Financial Services Inc. | 11,383 | $464K | 0.1% | +17.5% | 0.041% | |
| 7/25/2025 | CWM LLC | 1,552 | $63K | 0.0% | -58.2% | 0.006% | |
| 7/25/2025 | Apollon Wealth Management LLC | 7,859 | $320K | 0.0% | +39.8% | 0.028% | |
| 7/25/2025 | Natural Investments LLC | 8,545 | $348K | 0.1% | +7.4% | 0.031% | |
| 7/23/2025 | Values Added Financial LLC | 7,609 | $310K | 0.2% | +41.7% | 0.027% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 5,580 | $227K | 0.0% | -32.1% | 0.020% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 19,025 | $794K | 0.4% | +3.6% | 0.068% | |
| 7/23/2025 | RMG Wealth Management LLC | 1,959 | $82K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 10,820 | $441K | 0.1% | -45.6% | 0.039% | |
| 7/22/2025 | Petros Family Wealth LLC | 5,332 | $217K | 0.2% | N/A | 0.019% | |
| 7/22/2025 | Financial Insights Inc. | 6,594 | $269K | 0.1% | -36.9% | 0.024% | |
| 7/21/2025 | Corundum Group Inc. | 58,680 | $2.39M | 1.1% | -3.0% | 0.210% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 107,678 | $4.39M | 0.2% | -4.0% | 0.386% | |
| 7/18/2025 | Vicus Capital | 40,288 | $1.64M | 0.1% | +1.6% | 0.144% | |
| 7/18/2025 | BSW Wealth Partners | 86,830 | $3.54M | 0.5% | -11.0% | 0.311% | |
| 7/18/2025 | First Pacific Financial | 248,875 | $10.14M | 1.5% | +2.4% | 0.892% | |
| 7/18/2025 | PFG Investments LLC | 7,251 | $295K | 0.0% | -13.8% | 0.026% | |
| 7/18/2025 | First United Bank & Trust | 785 | $32K | 0.0% | -74.8% | 0.003% | |
| 7/17/2025 | LexAurum Advisors LLC | 9,459 | $385K | 0.1% | +8.2% | 0.034% | |
| 7/17/2025 | XY Planning Network Inc. | 46,146 | $1.88M | 0.6% | +21.2% | 0.165% | |
| 7/16/2025 | Diversified Enterprises LLC | 19,867 | $809K | 0.1% | +30.5% | 0.071% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 55,742 | $2.27M | 0.1% | -7.8% | 0.200% | |
| 7/16/2025 | New Insight Wealth Advisors | 9,678 | $394K | 0.2% | -6.1% | 0.035% | |
| 7/16/2025 | Falcon Wealth Planning | 8,952 | $365K | 0.0% | +15.5% | 0.032% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 13,154 | $536K | 0.2% | -13.9% | 0.047% | |
| 7/16/2025 | Perigon Wealth Management LLC | 9,792 | $399K | 0.0% | +54.3% | 0.035% | |
| 7/15/2025 | McAdam LLC | 6,095 | $248K | 0.0% | +6.5% | 0.022% | |
| 7/15/2025 | RVW Wealth LLC | 18,548 | $756K | 0.1% | -2.0% | 0.066% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 18,158 | $740K | 0.1% | +5.2% | 0.065% | |
| 7/14/2025 | Painted Porch Advisors LLC | 18,700 | $762K | 0.3% | +3.0% | 0.067% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 1,291,976 | $52.64M | 8.0% | +1.8% | 4.631% | |
| 7/14/2025 | Park Avenue Securities LLC | 6,576 | $268K | 0.0% | -11.0% | 0.024% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,288 | $215K | 0.0% | +87.9% | 0.019% | |
| 7/11/2025 | CX Institutional | 10,909 | $444K | 0.0% | -5.1% | 0.039% | |
| 7/11/2025 | UMB Bank n.a. | 20,640 | $841K | 0.0% | +7.4% | 0.074% | |
| 7/11/2025 | Pioneer Wealth Management Group | 32,322 | $1.32M | 0.5% | +9.0% | 0.115% | |
| 7/10/2025 | CWC Advisors LLC. | 5,155 | $210K | 0.1% | N/A | 0.018% | |
| 7/10/2025 | IMPACTfolio LLC | 38,264 | $1.56M | 0.7% | -7.8% | 0.136% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 33,441 | $1.36M | 0.2% | +7.4% | 0.119% | |
| 7/10/2025 | SK Wealth Management LLC | 40,297 | $1.69M | 0.7% | -13.7% | 0.143% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 54,927 | $2.24M | 0.1% | -17.3% | 0.195% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 6,681 | $272K | 0.1% | -3.9% | 0.024% | |
| 7/8/2025 | First National Corp MA ADV | 8,042 | $328K | 0.1% | +6.1% | 0.029% | |
| 7/7/2025 | Shotwell Rutter Baer Inc | 13,130 | $552K | 0.4% | +2.3% | 0.047% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 42,106 | $1.72M | 0.7% | -24.1% | 0.150% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 14,764 | $566K | 0.0% | N/A | 0.053% | |
| 5/21/2025 | McAdam LLC | 5,723 | $219K | 0.0% | +18.5% | 0.020% | |
| 5/19/2025 | SageView Advisory Group LLC | 42,626 | $1.63M | 0.1% | -36.8% | 0.151% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,764 | $566K | 0.0% | N/A | 0.052% | |
| 5/16/2025 | Jones Financial Companies Lllp | 56,795 | $2.39M | 0.0% | +0.5% | 0.201% | |
| 5/16/2025 | NewEdge Advisors LLC | 60,327 | $2.31M | 0.0% | -4.4% | 0.214% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,659 | $217K | 0.0% | N/A | 0.020% | |
| 5/15/2025 | Royal Bank of Canada | 990,926 | $37.99M | 0.0% | +2.0% | 3.508% | |
| 5/15/2025 | Betterment LLC | 13,690 | $525K | 0.0% | -7.1% | 0.048% | |
| 5/15/2025 | Baird Financial Group Inc. | 11,809 | $453K | 0.0% | -2.4% | 0.042% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 7,082 | $272K | 0.0% | -17.8% | 0.025% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 169,995 | $6.52M | 0.5% | -3.3% | 0.602% | |
| 5/14/2025 | Freedom Investment Management Inc. | 20,883 | $801K | 0.1% | +16.7% | 0.074% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 8,223 | $315K | 0.0% | -11.6% | 0.029% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 42,357 | $1.62M | 0.2% | +2.7% | 0.150% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 13,634 | $523K | 0.0% | +5.1% | 0.048% | |
| 5/14/2025 | Estate Counselors LLC | 7,270 | $279K | 0.0% | +16.0% | 0.026% | |
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| 5/14/2025 | Tradition Wealth Management LLC | 13,439 | $515K | 0.0% | +15.1% | 0.048% | |
| 5/14/2025 | RWA Wealth Partners LLC | 60,430 | $2.32M | 0.0% | -4.1% | 0.214% | |
| 5/13/2025 | Raymond James Financial Inc. | 85,184 | $3.27M | 0.0% | -6.3% | 0.302% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 14,345 | $550K | 0.1% | +7.4% | 0.051% | |
| 5/13/2025 | HighTower Advisors LLC | 48,869 | $1.87M | 0.0% | +2.9% | 0.173% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 14,309 | $549K | 0.1% | +19.3% | 0.051% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 13,633 | $523K | 0.4% | -3.7% | 0.048% | |
| 5/9/2025 | Evolution Advisers Inc. | 15,856 | $607K | 0.3% | +2.9% | 0.056% | |
| 5/9/2025 | Blue Barn Wealth LLC | 7,060 | $271K | 0.1% | -5.6% | 0.025% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 9,415 | $360K | 0.0% | -7.8% | 0.033% | |
