| 8/6/2025 | AE Wealth Management LLC | 2,648 | $108K | 0.0% | +17.0% | 0.005% | |
| 8/6/2025 | Savant Capital LLC | 34,517 | $1.40M | 0.0% | -4.8% | 0.060% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 5,562 | $226K | 0.2% | -4.9% | 0.010% | |
| 8/6/2025 | SouthState Corp | 4,900 | $199K | 0.0% | -20.3% | 0.009% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,732 | $70K | 0.0% | N/A | 0.003% | |
| 8/6/2025 | Financial Alternatives Inc | 7,313 | $297K | 0.2% | -8.3% | 0.013% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 5,147 | $209K | 0.0% | -13.2% | 0.009% | |
| 8/5/2025 | Bank of Montreal Can | 5,493 | $223K | 0.0% | +21.4% | 0.010% | |
| 8/4/2025 | Assetmark Inc. | 5,908 | $240K | 0.0% | +27.8% | 0.010% | |
| 8/4/2025 | Spire Wealth Management | 7,159 | $291K | 0.0% | -8.4% | 0.013% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 94,787 | $3.86M | 0.0% | +3.3% | 0.166% | |
| 7/31/2025 | Wealthfront Advisers LLC | 13,846 | $563K | 0.0% | +47.9% | 0.024% | |
| 7/31/2025 | Whipplewood Advisors LLC | 29,964 | $1.22M | 0.7% | +71,242.9% | 0.052% | |
| 7/31/2025 | Brighton Jones LLC | 25,811 | $1.05M | 0.0% | +6.3% | 0.045% | |
| 7/31/2025 | GenTrust LLC | 5,005 | $204K | 0.0% | N/A | 0.009% | |
| 7/31/2025 | Carnegie Investment Counsel | 5,485 | $223K | 0.0% | N/A | 0.010% | |
| 7/30/2025 | EnRich Financial Partners LLC | 10,903 | $443K | 0.1% | -4.1% | 0.019% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 4,961 | $202K | 0.0% | N/A | 0.009% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 898,927 | $36.56M | 4.7% | +1.6% | 1.570% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 17,507 | $712K | 0.0% | -2.2% | 0.031% | |
| 7/29/2025 | Private Trust Co. NA | 1,323 | $54K | 0.0% | +33.0% | 0.002% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,587 | $65K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 164,608 | $6.70M | 1.1% | +1.9% | 0.287% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 12,997 | $529K | 0.1% | -6.1% | 0.023% | |
| 7/25/2025 | NorthRock Partners LLC | 4,640 | $189K | 0.0% | +29.0% | 0.008% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 16,261 | $661K | 0.0% | +4.8% | 0.028% | |
| 7/25/2025 | Lion Street Advisors LLC | 31,426 | $1.28M | 0.4% | +19.0% | 0.055% | |
| 7/25/2025 | CWM LLC | 7,665 | $312K | 0.0% | +14.3% | 0.013% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 10,925 | $444K | 0.0% | N/A | 0.019% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 57,268 | $2.33M | 0.1% | -4.0% | 0.099% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 682,516 | $27.76M | 2.7% | +1.8% | 1.186% | |
| 7/24/2025 | IFP Advisors Inc | 3,835 | $156K | 0.0% | +99.7% | 0.007% | |
| 7/24/2025 | Blair William & Co. IL | 6,867 | $279K | 0.0% | -3.4% | 0.012% | |
| 7/24/2025 | US Bancorp DE | 30,546 | $1.24M | 0.0% | -4.8% | 0.053% | |
| 7/23/2025 | RMG Wealth Management LLC | 2,858 | $120K | 0.0% | N/A | 0.005% | |
| 7/22/2025 | Three Bridge Wealth Advisors LLC | 246,465 | $10.02M | 2.6% | +28.1% | 0.428% | |
| 7/22/2025 | Clarius Group LLC | 48,438 | $1.97M | 0.1% | -9.4% | 0.084% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,350 | $299K | 0.0% | -10.0% | 0.013% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 53,661 | $2.18M | 0.0% | -5.6% | 0.093% | |
| 7/18/2025 | Trilogy Capital Inc. | 7,975 | $324K | 0.0% | -12.9% | 0.014% | |
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| 7/18/2025 | Impact Capital Partners LLC | 5,039 | $205K | 0.1% | N/A | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,795 | $317K | 0.0% | -3.4% | 0.014% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 231,883 | $9.43M | 4.8% | +1.0% | 0.402% | |
| 7/17/2025 | KWB Wealth | 24,229 | $917K | 0.1% | -16.3% | 0.042% | |
| 7/17/2025 | Charles Schwab Trust Co | 120,064 | $4.88M | 0.4% | +67.1% | 0.208% | |
| 7/16/2025 | Kathmere Capital Management LLC | 11,670 | $475K | 0.0% | -3.3% | 0.020% | |
| 7/16/2025 | Perigon Wealth Management LLC | 125,549 | $5.11M | 0.1% | -5.5% | 0.217% | |
| 7/15/2025 | Verum Partners LLC | 146,392 | $5.95M | 1.4% | +96.2% | 0.254% | |
| 7/15/2025 | Traction Financial Partners LLC | 103,613 | $4.21M | 2.9% | +0.6% | 0.179% | |
| 7/15/2025 | Marquette Asset Management LLC | 22,280 | $906K | 0.2% | -47.3% | 0.039% | |
| 7/14/2025 | Sound Stewardship LLC | 78,085 | $3.18M | 1.6% | +2.8% | 0.135% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,574 | $64K | 0.0% | +61.3% | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 471,556 | $19.85M | 0.0% | -10.2% | 0.816% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 217,953 | $8.86M | 0.3% | +4.0% | 0.375% | |
| 7/9/2025 | Breakwater Capital Group | 51,579 | $2.10M | 0.3% | N/A | 0.089% | |
| 7/8/2025 | Legacy Private Trust Co. | 84,002 | $3.42M | 0.2% | -12.7% | 0.145% | |
| 7/8/2025 | Parallel Advisors LLC | 18,400 | $748K | 0.0% | -10.6% | 0.032% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 20,748 | $844K | 0.4% | -5.2% | 0.036% | |
| 7/2/2025 | Capital Market Strategies LLC | 6,835 | $278K | 0.2% | -11.3% | 0.012% | |
| 7/2/2025 | Boston Standard Wealth Management LLC | 44,623 | $1.82M | 0.3% | +8.2% | 0.076% | |
| 5/20/2025 | Focus Partners Wealth | 158,505 | $6.00M | 0.0% | +24.4% | 0.270% | |
| 5/16/2025 | Bell Investment Advisors Inc | 7,640 | $289K | 0.1% | +122.8% | 0.013% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,610 | $99K | 0.0% | -78.4% | 0.004% | |
| 5/16/2025 | Ancora Advisors LLC | 5,100 | $193K | 0.0% | +10.9% | 0.009% | |
| 5/15/2025 | EP Wealth Advisors LLC | 13,481 | $510K | 0.0% | +19.8% | 0.023% | |
| 5/15/2025 | Royal Bank of Canada | 727,681 | $27.55M | 0.0% | +5.3% | 1.239% | |
| 5/15/2025 | Baird Financial Group Inc. | 295,448 | $11.19M | 0.0% | -1.4% | 0.503% | |
| 5/14/2025 | Ieq Capital LLC | 17,799 | $674K | 0.0% | +16.8% | 0.030% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 160,351 | $6.07M | 0.5% | -14.7% | 0.273% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 30,492 | $1.15M | 0.0% | -27.5% | 0.052% | |
| 5/14/2025 | Kestra Advisory Services LLC | 31,748 | $1.20M | 0.0% | -3.1% | 0.054% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 9,060 | $343K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 123,143 | $4.66M | 0.0% | +6.7% | 0.210% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,021,350 | $38.67M | 0.0% | +1.2% | 1.739% | |
| 5/13/2025 | Cresset Asset Management LLC | 10,714 | $406K | 0.0% | +3.2% | 0.018% | |
| 5/13/2025 | NFP Retirement Inc. | 410,338 | $15.54M | 1.2% | -2.4% | 0.699% | |
| 5/13/2025 | Russell Investments Group Ltd. | 2,300 | $87K | 0.0% | N/A | 0.004% | |
| 5/13/2025 | HighTower Advisors LLC | 116,937 | $4.43M | 0.0% | +6.1% | 0.199% | |
| 5/12/2025 | Independent Advisor Alliance | 27,636 | $1.05M | 0.0% | -79.1% | 0.047% | |
| 5/12/2025 | SouthState Corp | 6,150 | $233K | 0.0% | N/A | 0.010% | |
| 5/12/2025 | Invesco Ltd. | 499,514 | $18.91M | 0.0% | +11.9% | 0.851% | |
| 5/12/2025 | AlphaCore Capital LLC | 6,915 | $262K | 0.0% | N/A | 0.012% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 20,959,358 | $793.52M | 0.1% | +6.5% | 35.694% | |
| 5/9/2025 | WealthShield Partners LLC | 11,656 | $441K | 0.1% | -2.6% | 0.020% | |
| 5/9/2025 | Wealthspire Advisors LLC | 97,538 | $3.69M | 0.0% | -0.9% | 0.166% | |
| 5/8/2025 | TIAA Trust National Association | 5,979 | $226K | 0.0% | -19.9% | 0.010% | |
| 5/8/2025 | US Bancorp DE | 32,087 | $1.22M | 0.0% | -19.4% | 0.055% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,165 | $309K | 0.0% | -17.9% | 0.014% | |
| 5/8/2025 | NorthRock Partners LLC | 3,596 | $136K | 0.0% | +9.6% | 0.006% | |
| 5/8/2025 | First Foundation Advisors | 1,013,774 | $38.38M | 1.6% | -8.3% | 1.730% | |
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| 5/7/2025 | LPL Financial LLC | 1,083,891 | $41.04M | 0.0% | -12.6% | 1.849% | |
| 5/7/2025 | Trilogy Capital Inc. | 9,155 | $347K | 0.0% | -3.4% | 0.016% | |
| 5/6/2025 | Assetmark Inc. | 4,624 | $175K | 0.0% | +26.7% | 0.008% | |
| 5/6/2025 | Cetera Investment Advisers | 431,612 | $16.34M | 0.0% | +0.9% | 0.735% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 505,921 | $19.15M | 0.1% | +23.3% | 0.862% | |
| 5/6/2025 | Three Bridge Wealth Advisors LLC | 192,467 | $7.29M | 2.5% | +0.6% | 0.328% | |
| 5/6/2025 | SFE Investment Counsel | 20,948 | $793K | 0.2% | N/A | 0.036% | |
| 5/6/2025 | Accredited Investors Inc. | 194,861 | $7.38M | 0.5% | -3.2% | 0.332% | |
| 5/6/2025 | PFG Advisors | 43,204 | $1.64M | 0.1% | +2.3% | 0.074% | |
| 5/5/2025 | IFP Advisors Inc | 1,920 | $73K | 0.0% | +7,284.6% | 0.003% | |
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