| 8/1/2025 | Motco | 6,472 | $195K | 0.0% | N/A | 0.019% | |
| 8/1/2025 | Austin Private Wealth LLC | 13,242 | $397K | 0.0% | +14.7% | 0.038% | |
| 8/1/2025 | Clark Asset Management LLC | 40,644 | $1.22M | 0.2% | +5.4% | 0.117% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 137,323 | $4.12M | 0.0% | +4.5% | 0.395% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 16,450 | $493K | 0.0% | -3.1% | 0.047% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 84,609 | $2.54M | 1.0% | +11.4% | 0.243% | |
| 7/31/2025 | Opes Wealth Management LLC | 335,130 | $10.05M | 1.8% | +1.3% | 0.963% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 537,847 | $16.13M | 4.4% | +12.9% | 1.546% | |
| 7/30/2025 | EnRich Financial Partners LLC | 51,213 | $1.54M | 0.5% | -3.9% | 0.147% | |
| 7/30/2025 | Freedom Investment Management Inc. | 403,824 | $12.11M | 1.0% | -5.5% | 1.160% | |
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| 7/30/2025 | Rehmann Capital Advisory Group | 10,668 | $320K | 0.0% | +8.6% | 0.031% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 539,495 | $16.18M | 0.6% | +9.9% | 1.550% | |
| 7/30/2025 | Blume Capital Management Inc. | 260,708 | $7.82M | 1.6% | +1.4% | 0.749% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 150,625 | $4.52M | 2.1% | +15.8% | 0.433% | |
| 7/29/2025 | Unison Advisors LLC | 18,813 | $564K | 0.1% | -4.5% | 0.054% | |
| 7/29/2025 | Grunden Financial Advisory Inc. | 32,628 | $979K | 0.4% | +25.0% | 0.094% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 83,980 | $2.61M | 0.1% | +2.8% | 0.241% | |
| 7/29/2025 | Schubert & Co | 19,115 | $573K | 0.4% | -44.3% | 0.055% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 36,207 | $1.09M | 0.2% | +122.7% | 0.104% | |
| 7/28/2025 | RCS Financial Planning LLC | 11,982 | $359K | 0.2% | -30.4% | 0.034% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 101,460 | $3.04M | 2.1% | +18.4% | 0.292% | |
| 7/28/2025 | Ritholtz Wealth Management | 1,247,799 | $37.42M | 0.8% | +23.7% | 3.586% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 185,640 | $5.57M | 1.9% | +5.7% | 0.533% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 69,128 | $2.07M | 0.0% | -11.3% | 0.199% | |
| 7/25/2025 | Index Fund Advisors Inc. | 365,272 | $10.95M | 0.6% | +9.6% | 1.050% | |
| 7/25/2025 | Tranquility Partners LLC | 15,724 | $472K | 0.2% | +2.3% | 0.045% | |
| 7/24/2025 | Vantage Point Financial LLC | 46,844 | $1.41M | 0.6% | +6.7% | 0.135% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 85,045 | $2.55M | 1.3% | +2.9% | 0.244% | |
| 7/23/2025 | Abel Hall LLC | 54,856 | $1.65M | 0.8% | -6.8% | 0.158% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 69,332 | $2.08M | 0.1% | +28.9% | 0.199% | |
| 7/23/2025 | First Financial Group Corp | 9,380 | $281K | 0.3% | +23.7% | 0.027% | |
| 7/22/2025 | Sutton Place Investors LLC | 10,454 | $314K | 0.2% | +18.7% | 0.030% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 12,702 | $381K | 0.2% | -3.6% | 0.037% | |
| 7/21/2025 | Family CFO Inc | 15,413 | $462K | 0.2% | +408.7% | 0.044% | |
| 7/21/2025 | Mattern Capital Management LLC | 7,513 | $225K | 0.0% | N/A | 0.022% | |
| 7/21/2025 | Triad Wealth Partners LLC | 9,790 | $294K | 0.1% | N/A | 0.028% | |
| 7/18/2025 | Heritage Financial Services LLC | 86,021 | $2.58M | 0.2% | -1.7% | 0.247% | |
| 7/18/2025 | PBMares Wealth Management LLC | 168,304 | $5.05M | 0.9% | -4.4% | 0.484% | |
| 7/17/2025 | Eagle Wealth Strategies LLC | 470,016 | $14.10M | 7.9% | -0.3% | 1.351% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 225,906 | $6.78M | 0.8% | +3.0% | 0.649% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 474,303 | $14.22M | 0.0% | +2.8% | 1.363% | |
| 7/17/2025 | Oceanside Advisors LLC | 28,109 | $843K | 0.6% | -9.2% | 0.081% | |
| 7/17/2025 | Applied Capital LLC | 51,695 | $1.55M | 0.7% | -15.8% | 0.149% | |
| 7/17/2025 | Lazari Capital Management Inc. | 7,667 | $230K | 0.1% | -7.8% | 0.022% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 31,917 | $957K | 0.4% | -19.9% | 0.092% | |
| 7/17/2025 | XY Planning Network Inc. | 9,687 | $291K | 0.1% | N/A | 0.028% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 33,647 | $1.01M | 0.7% | +12.6% | 0.097% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 96,718 | $2.90M | 1.9% | +8.0% | 0.278% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 18,151 | $544K | 0.1% | -2.1% | 0.052% | |
| 7/16/2025 | Blue Oak Capital LLC | 85,789 | $2.57M | 1.4% | +5.4% | 0.247% | |
| 7/16/2025 | Perigon Wealth Management LLC | 52,354 | $1.57M | 0.0% | -12.4% | 0.150% | |
| 7/15/2025 | Verum Partners LLC | 89,314 | $2.68M | 0.6% | -2.1% | 0.257% | |
| 7/15/2025 | Evanson Asset Management LLC | 476,845 | $14.30M | 0.9% | +4.1% | 1.370% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 67,175 | $2.02M | 1.8% | -22.2% | 0.193% | |
| 7/15/2025 | Marquette Asset Management LLC | 654,800 | $19.64M | 3.3% | +1.9% | 1.882% | |
| 7/15/2025 | Family Investment Center Inc. | 104,279 | $3.13M | 0.7% | +3.4% | 0.300% | |
| 7/15/2025 | Cordant Inc. | 162,708 | $4.88M | 2.4% | -10.4% | 0.468% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 126,576 | $3.80M | 1.5% | +3.5% | 0.364% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 26,992 | $809K | 0.0% | -5.9% | 0.078% | |
| 7/14/2025 | Shearwater Capital LLC | 6,967 | $209K | 0.1% | N/A | 0.020% | |
| 7/11/2025 | Farther Finance Advisors LLC | 71,734 | $2.15M | 0.0% | +15.6% | 0.206% | |
| 7/10/2025 | White Wing Wealth Management | 72,883 | $2.19M | 1.5% | -1.6% | 0.209% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 323,304 | $9.70M | 1.2% | +2.8% | 0.929% | |
| 7/9/2025 | Breakwater Capital Group | 149,737 | $4.49M | 0.7% | -4.3% | 0.430% | |
| 7/9/2025 | Alesco Advisors LLC | 320,787 | $9.62M | 0.3% | +14.2% | 0.922% | |
| 7/7/2025 | Versant Capital Management Inc | 57,306 | $1.72M | 0.3% | +8.6% | 0.165% | |
| 7/3/2025 | Lam Group Inc. | 84,585 | $2.54M | 1.7% | +0.6% | 0.243% | |
| 6/6/2025 | Blue Oak Capital LLC | 81,390 | $2.20M | 1.2% | +4.7% | 0.235% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 39,832 | $1.08M | 0.5% | N/A | 0.115% | |
| 5/20/2025 | Focus Partners Wealth | 13,270 | $359K | 0.0% | -2.9% | 0.038% | |
| 5/20/2025 | Integrity Alliance LLC. | 100,169 | $2.71M | 0.1% | N/A | 0.289% | |
| 5/19/2025 | Jane Street Group LLC | 673,257 | $18.21M | 0.0% | +94.1% | 1.940% | |
| 5/16/2025 | Jones Financial Companies Lllp | 404,808 | $10.97M | 0.0% | +54.4% | 1.150% | |
| 5/16/2025 | NewEdge Advisors LLC | 151,343 | $4.09M | 0.0% | -8.1% | 0.430% | |
| 5/16/2025 | Ancora Advisors LLC | 3,668 | $99K | 0.0% | -41.3% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 45,510 | $1.23M | 0.0% | -52.0% | 0.129% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 16,979 | $459K | 0.0% | N/A | 0.048% | |
| 5/15/2025 | Royal Bank of Canada | 25,935 | $702K | 0.0% | +21.6% | 0.074% | |
| 5/15/2025 | Betterment LLC | 200,687 | $5.43M | 0.0% | +57.5% | 0.570% | |
| 5/15/2025 | Baird Financial Group Inc. | 22,608 | $612K | 0.0% | N/A | 0.064% | |
| 5/15/2025 | Tortoise Investment Management LLC | 161,936 | $4.38M | 0.5% | +19.7% | 0.460% | |
| 5/14/2025 | Jane Street Group LLC | 673,257 | $18.21M | 0.0% | +94.1% | 1.913% | |
| 5/14/2025 | Comerica Bank | 3,713 | $100K | 0.0% | +170.0% | 0.011% | |
| 5/14/2025 | Freedom Investment Management Inc. | 427,358 | $11.56M | 1.0% | -0.5% | 1.214% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 53,803 | $1.46M | 0.1% | +20.6% | 0.153% | |
| 5/14/2025 | Kestra Advisory Services LLC | 38,184 | $1.03M | 0.0% | -2.1% | 0.108% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 3,507 | $95K | 0.1% | -47.7% | 0.010% | |
| 5/14/2025 | Heritage Financial Services LLC | 87,476 | $2.37M | 0.2% | -31.3% | 0.249% | |
| 5/14/2025 | Sensible Money LLC | 636,963 | $17.23M | 7.4% | +6.6% | 1.810% | |
| 5/13/2025 | Raymond James Financial Inc. | 834,175 | $22.56M | 0.0% | +8.4% | 2.370% | |
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| 5/13/2025 | American Investment Services Inc. | 11,692 | $316K | 0.1% | +14.4% | 0.033% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 202,881 | $5.49M | 0.1% | +10.2% | 0.576% | |
| 5/13/2025 | HighTower Advisors LLC | 908,089 | $24.56M | 0.0% | -0.8% | 2.580% | |
| 5/12/2025 | Aveo Capital Partners LLC | 209,577 | $5.74M | 0.9% | -17.2% | 0.595% | |
| 5/12/2025 | Alesco Advisors LLC | 280,839 | $7.60M | 0.2% | +8.8% | 0.798% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 81,658 | $2.24M | 0.1% | -2.8% | 0.232% | |
| 5/9/2025 | Pinney & Scofield Inc. | 44,226 | $1.20M | 0.9% | +8.3% | 0.126% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 490,765 | $13.28M | 0.5% | +11.1% | 1.394% | |
| 5/8/2025 | US Bancorp DE | 1,407 | $38K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Natixis Advisors LLC | 16,510 | $447K | 0.0% | N/A | 0.047% | |
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