| 8/8/2025 | Rockefeller Capital Management L.P. | 33,988 | $1.90M | 0.0% | +8.9% | 0.054% | |
| 8/8/2025 | Itau Unibanco Holding S.A. | 18,342 | $1.02M | 0.0% | -128.5% | 0.029% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 4,372 | $244K | 0.0% | -17.8% | 0.007% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 80,438 | $4.48M | 0.0% | +33.9% | 0.128% | |
| 8/8/2025 | Union Savings Bank | 6,411 | $355K | 0.2% | +6.3% | 0.010% | |
| 8/8/2025 | Cetera Investment Advisers | 219,757 | $12.25M | 0.0% | -5.7% | 0.349% | |
| 8/8/2025 | Creative Planning | 200,340 | $11.17M | 0.0% | -17.5% | 0.318% | |
| 8/8/2025 | Meridian Wealth Management LLC | 6,920 | $386K | 0.0% | +13.5% | 0.011% | |
| 8/8/2025 | Empower Advisory Group LLC | 27,495 | $1.53M | 0.0% | +7.6% | 0.044% | |
| 8/8/2025 | Bailard Inc. | 1,344,831 | $74.96M | 1.7% | +16.7% | 2.136% | |
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| 8/7/2025 | Shared Vision Wealth Group LLC | 4,507 | $250K | 0.1% | -60.3% | 0.007% | |
| 8/7/2025 | SFE Investment Counsel | 6,098 | $340K | 0.1% | -17.4% | 0.010% | |
| 8/7/2025 | Brio Consultants LLC | 199,252 | $11.11M | 1.6% | -41.2% | 0.317% | |
| 8/6/2025 | RWA Wealth Partners LLC | 344,078 | $19.18M | 0.2% | -1.9% | 0.547% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 203,783 | $11.36M | 2.5% | +449.7% | 0.324% | |
| 8/6/2025 | Savant Capital LLC | 8,889 | $495K | 0.0% | -51.7% | 0.014% | |
| 8/6/2025 | Golden State Wealth Management LLC | 5,319 | $296K | 0.0% | -22.6% | 0.008% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 10,483 | $584K | 0.0% | N/A | 0.017% | |
| 8/5/2025 | TME Financial Inc. | 7,999 | $446K | 0.4% | -35.4% | 0.013% | |
| 8/5/2025 | Elyxium Wealth LLC | 4,333 | $242K | 0.1% | -28.6% | 0.007% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 71,482 | $3.98M | 0.1% | +3.8% | 0.114% | |
| 8/5/2025 | Westside Investment Management Inc. | 40,272 | $2.25M | 0.4% | -3.5% | 0.064% | |
| 8/5/2025 | Bank of Montreal Can | 124,879 | $6.96M | 0.0% | -44.4% | 0.198% | |
| 8/5/2025 | Mission Wealth Management LP | 80,393 | $4.48M | 0.1% | -18.9% | 0.128% | |
| 8/5/2025 | TIAA Trust National Association | 732,028 | $40.80M | 0.1% | +31.5% | 1.163% | |
| 8/5/2025 | Navalign LLC | 174,885 | $9.75M | 2.7% | -11.5% | 0.278% | |
| 8/5/2025 | Gould Asset Management LLC CA | 42,855 | $2.39M | 0.5% | -12.4% | 0.068% | |
| 8/4/2025 | Assetmark Inc. | 387,350 | $21.59M | 0.1% | +7.9% | 0.615% | |
| 8/1/2025 | Clark Asset Management LLC | 23,423 | $1.31M | 0.2% | -10.2% | 0.037% | |
| 8/1/2025 | GWN Securities Inc. | 3,726 | $208K | 0.0% | -92.4% | 0.006% | |
| 8/1/2025 | Facet Wealth Inc. | 1,278,713 | $70.89M | 1.6% | +24.0% | 2.031% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 13,896 | $775K | 0.0% | N/A | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 519,514 | $28.96M | 0.0% | +10.7% | 0.825% | |
| 7/31/2025 | Wealthfront Advisers LLC | 8,648,197 | $482.05M | 1.2% | -3.4% | 13.738% | |
| 7/31/2025 | Ndwm LLC | 96,464 | $5.38M | 3.9% | +121.4% | 0.153% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,839 | $325K | 0.0% | -51.3% | 0.009% | |
| 7/31/2025 | Opes Wealth Management LLC | 387,164 | $21.58M | 3.8% | +6.6% | 0.615% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 79,545 | $4.43M | 3.2% | +229.6% | 0.126% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 8,164 | $455K | 0.0% | N/A | 0.013% | |
| 7/30/2025 | Whittier Trust Co. | 55,197 | $3.08M | 0.0% | +4.7% | 0.088% | |
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| 7/29/2025 | Orin Green Financial LLC | 342,121 | $19.07M | 8.1% | -6.5% | 0.543% | |
| 7/29/2025 | DeDora Capital Inc. | 48,159 | $2.68M | 0.7% | +5.4% | 0.077% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 3,956 | $221K | 0.0% | +7.7% | 0.006% | |
| 7/29/2025 | Two West Capital Advisors LLC | 13,137 | $726K | 0.5% | +87.9% | 0.021% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 16,517 | $921K | 0.2% | +39.8% | 0.026% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 32,174 | $1.79M | 0.1% | N/A | 0.051% | |
| 7/28/2025 | Davidson Investment Advisors | 21,585 | $1.20M | 0.1% | +43.6% | 0.034% | |
| 7/28/2025 | Heritage Wealth Management Inc. CA | 47,013 | $2.62M | 1.7% | -3.5% | 0.075% | |
| 7/28/2025 | IFC Advisors LLC | 24,169 | $1.35M | 0.3% | +4.1% | 0.038% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 66,175 | $3.69M | 1.5% | +1.5% | 0.105% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 3,950 | $220K | 0.0% | -37.1% | 0.006% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 239,443 | $13.35M | 0.0% | +16.9% | 0.380% | |
| 7/25/2025 | RHS Financial LLC | 11,187 | $624K | 0.4% | -61.2% | 0.018% | |
| 7/25/2025 | CWM LLC | 123,259 | $6.87M | 0.0% | +16.1% | 0.196% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 60,579 | $3.38M | 0.4% | -6.0% | 0.096% | |
| 7/25/2025 | One Degree Advisors Inc | 15,632 | $871K | 0.3% | N/A | 0.025% | |
| 7/24/2025 | Financial Connections Group Inc. | 166,442 | $9.28M | 3.8% | -13.2% | 0.264% | |
| 7/24/2025 | Williams & Novak LLC | 17,345 | $967K | 0.8% | -59.1% | 0.028% | |
| 7/24/2025 | True Link Financial Advisors LLC | 11,810 | $658K | 0.0% | -2.9% | 0.019% | |
| 7/24/2025 | US Bancorp DE | 66,807 | $3.72M | 0.0% | +12.0% | 0.106% | |
| 7/23/2025 | Values Added Financial LLC | 12,770 | $712K | 0.3% | N/A | 0.020% | |
| 7/23/2025 | Slow Capital Inc. | 265,937 | $14.82M | 1.8% | -19.1% | 0.422% | |
| 7/23/2025 | Wise Wealth Partners | 5,796 | $323K | 0.5% | +8.0% | 0.009% | |
| 7/23/2025 | SteelPeak Wealth LLC | 59,865 | $3.34M | 0.1% | +8.0% | 0.095% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 73,417 | $4.09M | 0.1% | -12.6% | 0.117% | |
| 7/22/2025 | Three Bridge Wealth Advisors LLC | 11,972 | $667K | 0.2% | -18.2% | 0.019% | |
| 7/22/2025 | Verus Wealth Management LLC | 6,950 | $387K | 0.4% | N/A | 0.011% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 22,698 | $1.27M | 0.0% | +13.6% | 0.036% | |
| 7/22/2025 | McNaughton Wealth Management LLC | 25,472 | $1.42M | 0.6% | -16.7% | 0.040% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 32,530 | $1.81M | 0.6% | -35.7% | 0.052% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,295 | $1.35M | 0.0% | -28.5% | 0.039% | |
| 7/21/2025 | Mattern Capital Management LLC | 11,475 | $640K | 0.1% | +2.9% | 0.018% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 85,544 | $4.77M | 0.1% | +25.7% | 0.136% | |
| 7/18/2025 | SimpliFi Inc. | 25,836 | $1.44M | 0.6% | +4.7% | 0.041% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 56,593 | $3.15M | 1.0% | +0.8% | 0.090% | |
| 7/18/2025 | Pure Financial Advisors LLC | 192,104 | $10.71M | 0.2% | -2.6% | 0.305% | |
| 7/18/2025 | Northeast Financial Group Inc. | 9,378 | $523K | 0.2% | +29.4% | 0.015% | |
| 7/18/2025 | Trilogy Capital Inc. | 6,078 | $339K | 0.0% | N/A | 0.010% | |
| 7/17/2025 | HCR Wealth Advisors | 23,987 | $1.34M | 0.2% | +1.0% | 0.038% | |
| 7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 9,060 | $505K | 0.1% | -28.7% | 0.014% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 13,406 | $747K | 0.1% | N/A | 0.021% | |
| 7/17/2025 | Capital Insight Partners LLC | 7,937 | $442K | 0.1% | -44.4% | 0.013% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 20,582 | $1.15M | 0.2% | -30.6% | 0.033% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 12,857 | $717K | 0.5% | +8.9% | 0.020% | |
| 7/16/2025 | Paragon Capital Management Ltd | 13,065 | $728K | 0.1% | N/A | 0.021% | |
| 7/16/2025 | Highline Wealth Partners LLC | 6,240 | $348K | 0.1% | -9.4% | 0.010% | |
| 7/16/2025 | Instrumental Wealth LLC | 12,936 | $717K | 0.6% | +2.6% | 0.021% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 18,733 | $1.04M | 0.2% | -13.3% | 0.030% | |
| 7/16/2025 | Falcon Wealth Planning | 5,947 | $331K | 0.0% | -33.1% | 0.009% | |
| 7/16/2025 | Blue Oak Capital LLC | 51,098 | $2.85M | 1.5% | -4.7% | 0.081% | |
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| 7/16/2025 | Traveka Wealth LLC | 75,366 | $4.20M | 2.2% | -3.5% | 0.120% | |
| 7/15/2025 | Bank of Stockton | 72,851 | $4.06M | 1.2% | -5.1% | 0.116% | |
| 7/14/2025 | GAMMA Investing LLC | 3,691 | $206K | 0.0% | -55.9% | 0.006% | |
| 7/14/2025 | Sowell Financial Services LLC | 3,846 | $214K | 0.0% | N/A | 0.006% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,852 | $716K | 0.0% | -19.1% | 0.020% | |
| 7/11/2025 | Myecfo LLC | 227,283 | $12.88M | 6.3% | -0.7% | 0.353% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,401 | $467K | 0.0% | -51.1% | 0.013% | |
| 7/10/2025 | Shira Ridge Wealth Management | 12,777 | $712K | 0.3% | -47.0% | 0.020% | |
| 7/10/2025 | Sovran Advisors LLC | 6,838 | $380K | 0.0% | -39.1% | 0.011% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 7,050 | $393K | 0.0% | +42.4% | 0.011% | |
