| 8/19/2025 | Asset Dedication LLC | 2,556,229 | $76.66M | 5.6% | +1.2% | 7.345% | |
| 8/15/2025 | Corient Private Wealth LLC | 103,445 | $3.10M | 0.0% | -26.1% | 0.297% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 56,937 | $1.71M | 0.0% | +567.1% | 0.164% | |
| 8/15/2025 | MML Investors Services LLC | 71,626 | $2.15M | 0.0% | +54.4% | 0.206% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 6,956 | $209K | 0.0% | N/A | 0.020% | |
| 8/15/2025 | EP Wealth Advisors LLC | 19,890 | $596K | 0.0% | -56.3% | 0.057% | |
| 8/15/2025 | Bank of America Corp DE | 90,008 | $2.70M | 0.0% | +93.5% | 0.259% | |
| 8/14/2025 | Jane Street Group LLC | 193,883 | $5.82M | 0.0% | -71.2% | 0.557% | |
| 8/14/2025 | NCM Capital Management LLC | 13,950 | $419K | 0.2% | +11.6% | 0.040% | |
| 8/14/2025 | Raymond James Financial Inc. | 877,088 | $26.30M | 0.0% | +5.1% | 2.520% | |
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| 8/14/2025 | Betterment LLC | 205,777 | $6.17M | 0.0% | +2.5% | 0.591% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 79,354 | $2.38M | 0.2% | +2.7% | 0.228% | |
| 8/14/2025 | NewEdge Advisors LLC | 144,796 | $4.34M | 0.0% | -4.3% | 0.416% | |
| 8/14/2025 | Acorn Wealth Advisors LLC | 10,265 | $308K | 0.1% | +14.9% | 0.029% | |
| 8/14/2025 | Daner Wealth Management LLC | 11,072 | $344K | 0.2% | N/A | 0.032% | |
| 8/13/2025 | United Wealth Management LLC | 152,898 | $4.59M | 1.3% | +2.3% | 0.439% | |
| 8/13/2025 | Baird Financial Group Inc. | 28,680 | $860K | 0.0% | +26.9% | 0.082% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 26,018 | $780K | 0.0% | N/A | 0.075% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 548,406 | $16.45M | 0.2% | -1.0% | 1.576% | |
| 8/13/2025 | ARK & TLK Investments LLC | 10,461 | $314K | 0.1% | N/A | 0.030% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 82,770 | $2.48M | 0.0% | +29.7% | 0.238% | |
| 8/12/2025 | Vestor Capital LLC | 27,470 | $824K | 0.0% | +642.4% | 0.079% | |
| 8/12/2025 | JPMorgan Chase & Co. | 56,216 | $1.69M | 0.0% | -20.5% | 0.162% | |
| 8/11/2025 | Root Financial Partners LLC | 239,147 | $7.17M | 0.7% | -37.2% | 0.687% | |
| 8/11/2025 | Foundation Wealth Management LLC PA | 35,944 | $1.08M | 0.5% | -19.9% | 0.103% | |
| 8/8/2025 | Tortoise Investment Management LLC | 181,634 | $5.45M | 0.5% | +12.2% | 0.522% | |
| 8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 82,305 | $2.47M | 0.6% | +0.6% | 0.237% | |
| 8/7/2025 | Timonier Family Office LTD. | 139,155 | $4.17M | 1.6% | +10.1% | 0.400% | |
| 8/7/2025 | Allworth Financial LP | 73,565 | $2.21M | 0.0% | -3.2% | 0.211% | |
| 8/6/2025 | True Wealth Design LLC | 746,985 | $22.40M | 7.9% | -7.3% | 2.147% | |
| 8/6/2025 | AE Wealth Management LLC | 301,362 | $9.04M | 0.1% | +12.7% | 0.866% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 421,062 | $12.63M | 0.2% | +107.5% | 1.210% | |
| 8/6/2025 | Savant Capital LLC | 93,378 | $2.80M | 0.0% | -12.1% | 0.268% | |
| 8/6/2025 | Cloud Capital Management LLC | 7,477 | $226K | 0.1% | +5.4% | 0.021% | |
| 8/5/2025 | Astra Wealth Partners LLC | 77,931 | $2.34M | 1.8% | -5.8% | 0.224% | |
| 8/5/2025 | Sensible Money LLC | 688,611 | $20.65M | 7.8% | +8.1% | 1.979% | |
| 8/5/2025 | Dravo Bay LLC | 97,142 | $2.99M | 1.4% | -0.9% | 0.279% | |
| 8/4/2025 | Integrity Alliance LLC. | 99,612 | $2.99M | 0.2% | -0.6% | 0.286% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,617 | $288K | 0.0% | N/A | 0.028% | |
| 8/4/2025 | Spire Wealth Management | 46,762 | $1.40M | 0.1% | -2.3% | 0.134% | |
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| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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