| 8/15/2025 | Balanced Rock Investment Advisors LLC | 8,129 | $375K | 0.3% | -26.7% | 0.011% | |
| 8/15/2025 | Bank of America Corp DE | 667,214 | $30.79M | 0.0% | +1.7% | 0.900% | |
| 8/15/2025 | Ameriprise Financial Inc. | 19,180 | $885K | 0.0% | +84.7% | 0.026% | |
| 8/14/2025 | Vista Capital Partners Inc. | 103,778 | $4.79M | 0.5% | +79.9% | 0.140% | |
| 8/14/2025 | Raymond James Financial Inc. | 66,730 | $3.08M | 0.0% | +19.5% | 0.090% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 66,540 | $3.07M | 0.3% | +10.2% | 0.090% | |
| 8/14/2025 | Betterment LLC | 266,181 | $12.28M | 0.0% | +47.8% | 0.359% | |
| 8/14/2025 | Napa Wealth Management | 11,550 | $533K | 0.3% | N/A | 0.016% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 814,249 | $37.58M | 0.0% | +19.9% | 1.098% | |
| 8/14/2025 | NewEdge Advisors LLC | 53,175 | $2.45M | 0.0% | -8.1% | 0.072% | |
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| 8/14/2025 | Qube Research & Technologies Ltd | 30,532 | $1.41M | 0.0% | N/A | 0.041% | |
| 8/14/2025 | SVB Wealth LLC | 14,271 | $659K | 0.0% | N/A | 0.019% | |
| 8/14/2025 | L2 Asset Management LLC | 20,131 | $929K | 0.2% | N/A | 0.027% | |
| 8/13/2025 | Financial & Tax Architects LLC | 5,367 | $248K | 0.1% | N/A | 0.007% | |
| 8/13/2025 | Guggenheim Capital LLC | 41,655 | $1.92M | 0.0% | +6.6% | 0.056% | |
| 8/13/2025 | Strategic Financial Planning Inc. | 113,266 | $5.22M | 3.3% | -0.2% | 0.153% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 13,131 | $606K | 0.0% | -50.1% | 0.018% | |
| 8/13/2025 | Cerity Partners OCIO LLC | 14,745 | $680K | 0.0% | -76.6% | 0.020% | |
| 8/13/2025 | M&T Bank Corp | 501,175 | $23.13M | 0.1% | +0.8% | 0.676% | |
| 8/13/2025 | ARK & TLK Investments LLC | 12,338 | $569K | 0.2% | -3.7% | 0.017% | |
| 8/13/2025 | Schroder Investment Management Group | 26,533 | $1.22M | 0.0% | +31.4% | 0.036% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 102,713 | $4.74M | 0.0% | +71.6% | 0.139% | |
| 8/12/2025 | Country Trust Bank | 155,492 | $7.18M | 0.2% | +25.1% | 0.210% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 5,805 | $268K | 0.0% | N/A | 0.008% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 5,562,246 | $256.70M | 0.0% | -2.6% | 7.503% | |
| 8/12/2025 | AlphaCore Capital LLC | 1,648 | $76K | 0.0% | +2,359.7% | 0.002% | |
| 8/12/2025 | JPMorgan Chase & Co. | 233,892 | $10.79M | 0.0% | +20.7% | 0.316% | |
| 8/11/2025 | Traub Capital Management LLC | 12,067 | $557K | 0.5% | N/A | 0.016% | |
| 8/11/2025 | Mount Lucas Management LP | 30,437 | $1.41M | 0.6% | +110.0% | 0.041% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 21,382 | $987K | 0.0% | -5.8% | 0.029% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 4,654 | $215K | 0.0% | N/A | 0.006% | |
| 8/8/2025 | Cetera Investment Advisers | 119,205 | $5.50M | 0.0% | +4.8% | 0.161% | |
| 8/8/2025 | Creative Planning | 708,318 | $32.69M | 0.0% | +32.1% | 0.956% | |
| 8/8/2025 | Empower Advisory Group LLC | 13,648,827 | $629.89M | 1.9% | -18.5% | 18.412% | |
| 8/8/2025 | Bailard Inc. | 11,444 | $528K | 0.0% | +8.5% | 0.015% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 11,697 | $540K | 0.0% | +26.9% | 0.016% | |
| 8/7/2025 | CSM Advisors LLC | 357,400 | $16.49M | 0.5% | N/A | 0.482% | |
| 8/6/2025 | RWA Wealth Partners LLC | 127,184 | $5.87M | 0.1% | N/A | 0.172% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 27,709 | $1.28M | 0.7% | +2,736.1% | 0.037% | |
| 8/6/2025 | AE Wealth Management LLC | 923 | $43K | 0.0% | +185.8% | 0.001% | |
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| 8/6/2025 | Walkner Condon Financial Advisors LLC | 52,675 | $2.43M | 0.4% | -0.8% | 0.071% | |
| 8/6/2025 | Savant Capital LLC | 25,889 | $1.20M | 0.0% | -9.1% | 0.035% | |
| 8/6/2025 | Sound Financial Strategies Group LLC | 19,581 | $904K | 0.8% | -3.5% | 0.026% | |
| 8/6/2025 | Financial Alternatives Inc | 91,149 | $4.21M | 2.7% | +1.9% | 0.123% | |
| 8/5/2025 | Ellevest Inc. | 13,038 | $602K | 0.1% | -94.4% | 0.018% | |
| 8/5/2025 | Mason Investment Advisory Services Inc. | 161,332 | $7.45M | 0.4% | -5.0% | 0.218% | |
| 8/5/2025 | Mission Wealth Management LP | 71,058 | $3.28M | 0.1% | -2.4% | 0.096% | |
| 8/4/2025 | Haven Private LLC | 33,740 | $1.56M | 0.7% | N/A | 0.046% | |
| 8/4/2025 | Partners in Financial Planning | 29,568 | $1.36M | 0.3% | -2.8% | 0.040% | |
| 8/4/2025 | Atria Investments Inc | 20,399 | $941K | 0.0% | -5.2% | 0.028% | |
| 8/4/2025 | Assetmark Inc. | 956,465 | $44.14M | 0.1% | +45.1% | 1.290% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 9,655 | $446K | 0.2% | -5.5% | 0.013% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,323,883 | $61.10M | 0.0% | -4.8% | 1.786% | |
| 8/1/2025 | Chilton Capital Management LLC | 395,150 | $18.24M | 0.7% | +8.6% | 0.533% | |
| 7/31/2025 | Wealthfront Advisers LLC | 23,873 | $1.10M | 0.0% | +85.2% | 0.032% | |
| 7/31/2025 | Brighton Jones LLC | 10,450 | $482K | 0.0% | +2.3% | 0.014% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 63,018 | $2.91M | 0.0% | +12.7% | 0.085% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 37,914 | $1.75M | 0.0% | -32.7% | 0.051% | |
| 7/30/2025 | Freedom Investment Management Inc. | 34,460 | $1.59M | 0.1% | -5.0% | 0.046% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 123,586 | $5.70M | 0.2% | +11.5% | 0.167% | |
| 7/30/2025 | Liberty One Investment Management LLC | 15,115 | $698K | 0.1% | -7.4% | 0.020% | |
| 7/30/2025 | Clune & Associates LTD. | 22,732 | $1.05M | 0.3% | +1.6% | 0.031% | |
| 7/29/2025 | Disciplined Investments LLC | 60,743 | $2.80M | 1.2% | -8.1% | 0.082% | |
| 7/29/2025 | Aspiriant LLC | 41,519 | $1.92M | 0.1% | -1.9% | 0.056% | |
| 7/29/2025 | Marathon Strategic Advisors LLC | 121,030 | $5.59M | 5.2% | +4.0% | 0.163% | |
| 7/29/2025 | Sincerus Advisory LLC | 15,933 | $738K | 0.7% | +62.8% | 0.021% | |
| 7/29/2025 | Aire Advisors LLC | 27,918 | $1.29M | 0.2% | -4.7% | 0.038% | |
| 7/28/2025 | Verisail Partners LLC | 17,825 | $823K | 0.3% | -1.4% | 0.024% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 5,969 | $275K | 0.0% | N/A | 0.008% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 7,045 | $325K | 0.0% | -40.6% | 0.010% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 41,244 | $1.90M | 0.0% | -29.9% | 0.056% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 30,050 | $1.39M | 0.7% | -4.5% | 0.041% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 25,772 | $1.19M | 0.0% | -63.7% | 0.035% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 9,998 | $461K | 0.1% | N/A | 0.013% | |
| 7/25/2025 | Richardson Financial Services Inc. | 9,246 | $429K | 0.3% | +43.9% | 0.012% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 73,708 | $3.40M | 2.6% | -1.0% | 0.099% | |
| 7/24/2025 | Blue Trust Inc. | 715 | $33K | 0.0% | +78.8% | 0.001% | |
| 7/24/2025 | IFP Advisors Inc | 1,492 | $69K | 0.0% | -17.5% | 0.002% | |
| 7/24/2025 | Blair William & Co. IL | 9,190 | $424K | 0.0% | +27.2% | 0.012% | |
| 7/24/2025 | US Bancorp DE | 79,922 | $3.69M | 0.0% | +9.1% | 0.108% | |
| 7/23/2025 | Valmark Advisers Inc. | 41,589 | $1.92M | 0.0% | -75.0% | 0.056% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 47,302 | $2.16M | 0.8% | -10.8% | 0.064% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 7,218 | $331K | 0.2% | +6.8% | 0.010% | |
| 7/23/2025 | Slow Capital Inc. | 16,054 | $741K | 0.1% | -2.7% | 0.022% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 90,362 | $4.17M | 0.1% | -26.9% | 0.122% | |
| 7/22/2025 | AWM Capital LLC | 97,667 | $4.51M | 0.5% | -33.3% | 0.132% | |
| 7/21/2025 | Life Planning Partners Inc | 14,383 | $664K | 0.5% | -3.0% | 0.019% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 570 | $26K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 374,205 | $17.27M | 0.4% | +6.0% | 0.505% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 4,343 | $200K | 0.0% | N/A | 0.006% | |
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| 7/18/2025 | Warren Street Wealth Advisors LLC | 106,531 | $4.92M | 1.6% | +8.3% | 0.144% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 35,127 | $1.62M | 0.5% | N/A | 0.047% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 35,432 | $1.64M | 0.7% | -2.0% | 0.048% | |
| 7/17/2025 | Fifth Third Securities Inc. | 4,545 | $210K | 0.0% | N/A | 0.006% | |
| 7/17/2025 | Stone Summit Wealth LLC | 28,641 | $1.32M | 0.4% | -4.4% | 0.039% | |
| 7/17/2025 | Avior Wealth Management LLC | 101,073 | $4.67M | 0.2% | +3.5% | 0.136% | |
| 7/16/2025 | Prairiewood Capital LLC | 57,199 | $2.64M | 1.0% | +3.0% | 0.077% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 77,969 | $3.60M | 1.1% | +3.2% | 0.105% | |
| 7/16/2025 | Old Port Advisors | 35,194 | $1.62M | 0.4% | +425.0% | 0.047% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 3,212 | $148K | 0.0% | N/A | 0.004% | |
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