| 8/8/2025 | Tortoise Investment Management LLC | 635 | $47K | 0.0% | +35.1% | 0.006% | |
| 8/8/2025 | Cetera Investment Advisers | 120,821 | $8.99M | 0.0% | +12.8% | 1.088% | |
| 8/8/2025 | Creative Planning | 15,597 | $1.16M | 0.0% | +1.1% | 0.141% | |
| 8/8/2025 | Fiera Capital Corp | 43,505 | $3.24M | 0.0% | +9.8% | 0.392% | |
| 8/8/2025 | Bailard Inc. | 70,823 | $5.27M | 0.1% | N/A | 0.638% | |
| 8/8/2025 | Accredited Investors Inc. | 79,793 | $5.94M | 0.4% | +9.2% | 0.719% | |
| 8/8/2025 | IMA Advisory Services Inc. | 731,391 | $54.40M | 5.9% | -2.9% | 6.589% | |
| 8/7/2025 | Allworth Financial LP | 191,792 | $14.28M | 0.1% | +1.1% | 1.728% | |
| 8/7/2025 | Keystone Financial Services | 5,573 | $415K | 0.1% | -6.0% | 0.050% | |
| 8/6/2025 | RWA Wealth Partners LLC | 129,176 | $9.62M | 0.1% | +31.4% | 1.164% | |
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| 8/6/2025 | AGF Management Ltd. | 3,600 | $268K | 0.0% | +5.9% | 0.032% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 29,914 | $2.23M | 1.3% | +38,251.3% | 0.269% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 43,623 | $3.25M | 0.6% | +2.3% | 0.393% | |
| 8/6/2025 | Golden State Wealth Management LLC | 6,762 | $503K | 0.1% | -4.8% | 0.061% | |
| 8/6/2025 | First Horizon Advisors Inc. | 3,767 | $280K | 0.0% | +40.3% | 0.034% | |
| 8/6/2025 | Moors & Cabot Inc. | 12,290 | $915K | 0.0% | +6.5% | 0.111% | |
| 8/5/2025 | Bank of Montreal Can | 3,045 | $227K | 0.0% | +1,363.9% | 0.027% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 1,836 | $137K | 0.0% | -12.9% | 0.017% | |
| 8/4/2025 | Atria Investments Inc | 3,714 | $277K | 0.0% | -8.3% | 0.033% | |
| 8/4/2025 | Savvy Advisors Inc. | 3,937 | $293K | 0.0% | -8.8% | 0.035% | |
| 8/4/2025 | Assetmark Inc. | 36,439 | $2.71M | 0.0% | +2.5% | 0.328% | |
| 8/4/2025 | World Investment Advisors | 7,560 | $563K | 0.0% | -1.9% | 0.068% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 3,576 | $266K | 0.0% | N/A | 0.032% | |
| 8/4/2025 | Human Investing LLC | 3,013 | $224K | 0.0% | N/A | 0.027% | |
| 8/1/2025 | Equita Financial Network Inc. | 37,531 | $2.79M | 1.1% | -9.2% | 0.338% | |
| 8/1/2025 | Rossby Financial LCC | 678 | $50K | 0.0% | -24.2% | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,459,122 | $108.62M | 0.0% | -2.1% | 13.145% | |
| 7/31/2025 | Opes Wealth Management LLC | 19,755 | $1.47M | 0.3% | -7.0% | 0.178% | |
| 7/30/2025 | Strategic Blueprint LLC | 3,476 | $259K | 0.0% | -12.2% | 0.031% | |
| 7/30/2025 | Freedom Investment Management Inc. | 10,785 | $803K | 0.1% | -7.3% | 0.097% | |
| 7/30/2025 | WBH Advisory Inc. | 2,743 | $204K | 0.0% | N/A | 0.025% | |
| 7/29/2025 | Financial Advisors LLC | 13,395 | $997K | 0.2% | +163.6% | 0.121% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,797 | $729K | 0.0% | -4.6% | 0.088% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 21,038 | $1.57M | 0.3% | -4.1% | 0.190% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 6,841 | $509K | 0.0% | +2.9% | 0.062% | |
| 7/28/2025 | RFG Advisory LLC | 9,075 | $676K | 0.0% | -1.6% | 0.082% | |
| 7/25/2025 | NorthRock Partners LLC | 2,441 | $182K | 0.0% | +61.3% | 0.022% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 2,757 | $205K | 0.0% | -90.0% | 0.025% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 300,907 | $22.40M | 0.1% | -10.8% | 2.711% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 5,176 | $385K | 0.1% | -3.9% | 0.047% | |
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| 7/25/2025 | CWM LLC | 37,274 | $2.78M | 0.0% | +775.6% | 0.336% | |
| 7/24/2025 | Financial Connections Group Inc. | 75,545 | $5.62M | 2.3% | -0.9% | 0.681% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 14,382 | $1.07M | 0.0% | N/A | 0.130% | |
| 7/23/2025 | Values Added Financial LLC | 75,880 | $5.65M | 2.7% | +22.7% | 0.684% | |
| 7/23/2025 | Dohj LLC | 18,783 | $1.28M | 0.3% | -38.2% | 0.169% | |
| 7/23/2025 | Valmark Advisers Inc. | 2,814 | $209K | 0.0% | N/A | 0.025% | |
| 7/23/2025 | NBT Bank N A NY | 2,052 | $139K | 0.0% | +47.6% | 0.018% | |
| 7/23/2025 | Venturi Wealth Management LLC | 3,112 | $232K | 0.0% | -6.6% | 0.028% | |
| 7/22/2025 | Figure 8 Investment Strategies LLC | 8,809 | $656K | 0.6% | N/A | 0.079% | |
| 7/21/2025 | Ascent Group LLC | 8,286 | $617K | 0.0% | N/A | 0.075% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,155 | $681K | 0.0% | -7.1% | 0.082% | |
| 7/21/2025 | Atwater Malick LLC | 31,278 | $2.33M | 0.7% | +5.9% | 0.282% | |
| 7/21/2025 | Warner Financial Inc. | 13,116 | $976K | 0.4% | +23.9% | 0.118% | |
| 7/18/2025 | RKL Wealth Management LLC | 2,741 | $204K | 0.0% | N/A | 0.025% | |
| 7/18/2025 | First Pacific Financial | 25,343 | $1.89M | 0.3% | -9.5% | 0.228% | |
| 7/18/2025 | SigFig Wealth Management LLC | 231,283 | $17.23M | 0.6% | -0.2% | 2.084% | |
| 7/17/2025 | One Wealth Advisors LLC | 38,013 | $2.83M | 0.4% | -2.5% | 0.342% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 7,205 | $536K | 0.0% | -58.8% | 0.065% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 35,077 | $2.61M | 0.0% | +23.7% | 0.316% | |
| 7/17/2025 | XY Planning Network Inc. | 20,837 | $1.55M | 0.5% | -5.5% | 0.188% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 2,965 | $221K | 0.1% | -19.5% | 0.027% | |
| 7/16/2025 | MBE Wealth Management LLC | 4,589 | $342K | 0.1% | -8.3% | 0.041% | |
| 7/16/2025 | Perigon Wealth Management LLC | 20,363 | $1.52M | 0.0% | -1.2% | 0.183% | |
| 7/16/2025 | Magnus Financial Group LLC | 10,896 | $811K | 0.1% | +1.7% | 0.098% | |
| 7/15/2025 | Regatta Capital Group LLC | 48,157 | $3.59M | 0.6% | +75.6% | 0.434% | |
| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 9,797 | $729K | 0.1% | -8.0% | 0.088% | |
| 7/11/2025 | Westfuller Advisors LLC | 31,330 | $2.33M | 1.3% | +1.6% | 0.282% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,171 | $683K | 0.0% | -2.0% | 0.083% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 516 | $38K | 0.0% | N/A | 0.005% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 46,101 | $3.43M | 0.5% | +8.4% | 0.415% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,777 | $356K | 0.0% | N/A | 0.043% | |
| 7/10/2025 | Sharkey Howes & Javer | 18,309 | $1.36M | 0.2% | +2.1% | 0.165% | |
| 7/2/2025 | Central Pacific Bank Trust Division | 5,239 | $390K | 0.0% | +55.3% | 0.047% | |
| 6/2/2025 | Modern Wealth Management LLC | 19,646 | $1.32M | 0.0% | N/A | 0.179% | |
| 5/19/2025 | Jane Street Group LLC | 114,721 | $7.73M | 0.0% | +273.0% | 1.043% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,154 | $2.17M | 0.0% | N/A | 0.292% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 27,429 | $1.85M | 0.0% | -7.8% | 0.249% | |
| 5/16/2025 | Copperleaf Capital LLC | 3,991 | $269K | 0.2% | -33.5% | 0.036% | |
| 5/15/2025 | One Wealth Capital Management LLC | 6,155 | $414K | 0.2% | -30.6% | 0.056% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,513 | $237K | 0.0% | -28.3% | 0.032% | |
| 5/15/2025 | Royal Bank of Canada | 44,487 | $3.00M | 0.0% | -15.3% | 0.404% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 3,337 | $225K | 0.0% | N/A | 0.030% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,022 | $406K | 0.0% | +2.9% | 0.055% | |
| 5/14/2025 | Comerica Bank | 1,131 | $76K | 0.0% | -42.2% | 0.010% | |
| 5/14/2025 | Freedom Investment Management Inc. | 11,636 | $784K | 0.1% | +13.6% | 0.106% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 10,685 | $720K | 0.1% | +13.5% | 0.097% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 20,831 | $1.40M | 0.0% | +33.5% | 0.189% | |
| 5/14/2025 | CW Advisors LLC | 15,357 | $1.03M | 0.0% | +10.9% | 0.140% | |
| 5/14/2025 | Flow Traders U.S. LLC | 179,623 | $12.10M | 0.5% | N/A | 1.633% | |
| 5/14/2025 | Capital Analysts LLC | 2,543 | $171K | 0.0% | -30.8% | 0.023% | |
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| 5/14/2025 | Humankind Investments LLC | 3,245 | $218K | 0.1% | N/A | 0.030% | |
| 5/14/2025 | RWA Wealth Partners LLC | 98,274 | $6.62M | 0.1% | -3.2% | 0.893% | |
| 5/13/2025 | Gen Wealth Partners Inc | 2,432 | $164K | 0.1% | -34.9% | 0.022% | |
| 5/13/2025 | HighTower Advisors LLC | 69,836 | $4.70M | 0.0% | +5.7% | 0.635% | |
| 5/12/2025 | Maia Wealth LLC | 5,940 | $393K | 0.1% | -28.4% | 0.054% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 65,256 | $4.39M | 3.5% | -9.5% | 0.593% | |
| 5/12/2025 | Townsquare Capital LLC | 8,381 | $564K | 0.0% | -38.5% | 0.076% | |
| 5/12/2025 | Savvy Advisors Inc. | 4,315 | $291K | 0.0% | -8.4% | 0.039% | |
| 5/9/2025 | Financial Connections Group Inc. | 76,266 | $5.14M | 2.3% | +15.9% | 0.693% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 27,708 | $1.87M | 0.0% | -48.5% | 0.252% | |
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