| 8/27/2025 | Orion Porfolio Solutions LLC | 20,332 | $435K | 0.0% | +49.1% | 0.021% | |
| 8/22/2025 | TT Capital Management LLC | 10,478 | $216K | 0.1% | N/A | 0.011% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 20,332 | $435K | 0.0% | +49.1% | 0.021% | |
| 8/15/2025 | Bank of America Corp DE | 487,775 | $10.44M | 0.0% | +29.9% | 0.504% | |
| 8/15/2025 | Ameriprise Financial Inc. | 50,340 | $1.08M | 0.0% | +3.5% | 0.052% | |
| 8/14/2025 | Raymond James Financial Inc. | 14,024 | $300K | 0.0% | -16.3% | 0.015% | |
| 8/14/2025 | Sei Investments Co. | 1,874,342 | $40.11M | 0.0% | -4.0% | 1.938% | |
| 8/14/2025 | NewEdge Advisors LLC | 85,757 | $1.84M | 0.0% | +1.0% | 0.089% | |
| 8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 19,886 | $426K | 0.4% | +13.5% | 0.021% | |
| 8/13/2025 | Hsbc Holdings PLC | 281,807 | $6.03M | 0.0% | +0.2% | 0.291% | |
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| 8/12/2025 | CreativeOne Wealth LLC | 14,832 | $317K | 0.0% | +9.1% | 0.015% | |
| 8/12/2025 | Summit Global Investments | 228,442 | $4.89M | 0.3% | +6.4% | 0.236% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 40,552,150 | $867.82M | 0.2% | -3.9% | 41.936% | |
| 8/12/2025 | JPMorgan Chase & Co. | 26,242 | $562K | 0.0% | +4.5% | 0.027% | |
| 8/12/2025 | Howe & Rusling Inc. | 1,618 | $35K | 0.0% | +1,738.6% | 0.002% | |
| 8/8/2025 | Cetera Investment Advisers | 86,875 | $1.86M | 0.0% | +10.3% | 0.090% | |
| 8/8/2025 | Creative Planning | 24,683 | $528K | 0.0% | -8.1% | 0.026% | |
| 8/8/2025 | Empower Advisory Group LLC | 24,148,386 | $516.78M | 1.5% | +3.8% | 24.972% | |
| 8/8/2025 | Hibernia Wealth Partners LLC | 209,403 | $4.48M | 1.4% | +96.4% | 0.217% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 2,880 | $62K | 0.0% | -14.7% | 0.003% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 9,460 | $202K | 0.0% | +464.4% | 0.010% | |
| 8/7/2025 | Allworth Financial LP | 1,420 | $30K | 0.0% | -49.9% | 0.001% | |
| 8/6/2025 | Prospera Financial Services Inc | 57,487 | $1.23M | 0.0% | N/A | 0.059% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 34,331 | $735K | 0.3% | +12.3% | 0.036% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 53,274 | $1.14M | 0.5% | +5.5% | 0.055% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 7,341 | $157K | 0.0% | +50.8% | 0.008% | |
| 8/4/2025 | MeadowBrook Investment Advisors LLC | 1,176 | $25K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Econ Financial Services Corp | 102,446 | $2.19M | 1.1% | -15.0% | 0.106% | |
| 8/1/2025 | Austin Private Wealth LLC | 174,244 | $3.73M | 0.3% | +59.5% | 0.180% | |
| 8/1/2025 | James Investment Research Inc. | 10,136 | $217K | 0.0% | N/A | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 478,821 | $10.25M | 0.0% | +4.3% | 0.495% | |
| 7/31/2025 | Wealthfront Advisers LLC | 45,603 | $976K | 0.0% | +197.7% | 0.047% | |
| 7/31/2025 | Leavell Investment Management Inc. | 39,469 | $845K | 0.0% | +7.9% | 0.041% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 144,386 | $3.09M | 0.0% | +37.4% | 0.149% | |
| 7/30/2025 | Bleakley Financial Group LLC | 48,783 | $1.04M | 0.0% | +101.3% | 0.050% | |
| 7/30/2025 | Freedom Investment Management Inc. | 13,995 | $299K | 0.0% | -5.9% | 0.014% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 30,504 | $653K | 0.0% | -32.3% | 0.032% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 804,720 | $17.22M | 0.1% | +7.3% | 0.832% | |
| 7/25/2025 | McNamara Financial Services Inc. | 44,754 | $958K | 0.2% | +1.6% | 0.046% | |
| 7/25/2025 | Richardson Financial Services Inc. | 6,821 | $145K | 0.1% | -15.5% | 0.007% | |
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| 7/24/2025 | rebel Financial LLC | 230,338 | $4.93M | 2.2% | N/A | 0.238% | |
| 7/24/2025 | IFP Advisors Inc | 19,093 | $409K | 0.0% | -19.9% | 0.020% | |
| 7/23/2025 | Valmark Advisers Inc. | 290,665 | $6.22M | 0.1% | +4.3% | 0.301% | |
| 7/22/2025 | Simplicity Wealth LLC | 43,782 | $937K | 0.0% | N/A | 0.045% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 46,538 | $996K | 0.2% | +3.7% | 0.048% | |
| 7/18/2025 | USA Financial Formulas | 45,692 | $978K | 0.2% | N/A | 0.047% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 11,838 | $253K | 0.3% | +7.5% | 0.012% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 48,111 | $1.03M | 0.4% | +3.4% | 0.050% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 44,983 | $963K | 0.2% | +2.0% | 0.047% | |
| 7/15/2025 | Genesis Wealth Advisors LLC | 183,145 | $3.92M | 2.9% | +3.8% | 0.189% | |
| 7/14/2025 | Capital CS Group LLC | 24,677 | $528K | 0.9% | -8.1% | 0.026% | |
| 7/14/2025 | Park Avenue Securities LLC | 253,555 | $5.43M | 0.0% | -1.3% | 0.262% | |
| 7/11/2025 | Farther Finance Advisors LLC | 76,408 | $1.64M | 0.0% | -5.0% | 0.080% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 39,819 | $851K | 0.0% | -5.3% | 0.042% | |
| 7/10/2025 | Sharkey Howes & Javer | 58,159 | $1.25M | 0.2% | -8.9% | 0.061% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 30,991 | $663K | 0.1% | -30.8% | 0.033% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 26,192 | $561K | 0.4% | -3.1% | 0.027% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,859 | $37K | 0.0% | +279.4% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 84,870 | $1.70M | 0.0% | -24.9% | 0.093% | |
| 5/15/2025 | Baird Financial Group Inc. | 13,672 | $274K | 0.0% | -15.3% | 0.015% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 17,821 | $358K | 0.1% | -35.9% | 0.020% | |
| 5/6/2025 | Richardson Financial Services Inc. | 8,073 | $162K | 0.1% | -54.2% | 0.009% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 1,665 | $33K | 0.0% | -35.1% | 0.002% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 1,676 | $34K | 0.0% | +96.5% | 0.002% | |
| 4/30/2025 | Leavell Investment Management Inc. | 36,574 | $734K | 0.0% | -3.7% | 0.040% | |
| 4/29/2025 | Wayfinding Financial LLC | 4,283 | $85K | 0.0% | N/A | 0.005% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 4,868 | $98K | 0.0% | +599.4% | 0.005% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 30,568 | $613K | 0.3% | +41.7% | 0.033% | |
| 4/14/2025 | Farther Finance Advisors LLC | 80,441 | $1.61M | 0.0% | +11.1% | 0.087% | |
| 4/11/2025 | City State Bank | 205,384 | $4.12M | 1.4% | +5.2% | 0.223% | |
| 4/8/2025 | Global Financial Private Client LLC | 5,244 | $105K | 0.0% | -38.0% | 0.006% | |
| 4/7/2025 | Summit Global Investments | 214,694 | $4.31M | 0.3% | N/A | 0.233% | |
| 4/3/2025 | Versant Capital Management Inc | 4,298 | $86K | 0.0% | -21.3% | 0.005% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 21,566 | $421K | 0.2% | N/A | 0.022% | |
| 2/17/2025 | Baird Financial Group Inc. | 16,139 | $315K | 0.0% | -68.3% | 0.017% | |
| 2/17/2025 | Ameriprise Financial Inc. | 47,085 | $919K | 0.0% | +17.2% | 0.048% | |
| 2/12/2025 | OLD Mission Capital LLC | 54,615 | $1.07M | 0.0% | -44.6% | 0.056% | |
| 2/12/2025 | JPMorgan Chase & Co. | 25,445 | $497K | 0.0% | -36.9% | 0.026% | |
| 2/10/2025 | Farther Finance Advisors LLC | 72,424 | $1.41M | 0.1% | +1.6% | 0.074% | |
| 1/29/2025 | Leavell Investment Management Inc. | 37,995 | $742K | 0.0% | -6.6% | 0.039% | |
| 1/24/2025 | Richardson Financial Services Inc. | 17,611 | $345K | 0.2% | -10.8% | 0.018% | |
| 1/13/2025 | City State Bank | 195,184 | $3.81M | 1.3% | -9.5% | 0.201% | |
| 12/26/2024 | JPMorgan Chase & Co. | 40,350 | $858K | 0.0% | -96.5% | 0.041% | |
| 11/14/2024 | Captrust Financial Advisors | 12,404 | $264K | 0.0% | N/A | 0.013% | |
| 11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 2,890 | $61K | 0.0% | -55.3% | 0.003% | |
| 11/1/2024 | Leavell Investment Management Inc. | 40,680 | $865K | 0.0% | -12.4% | 0.042% | |
| 10/29/2024 | Farther Finance Advisors LLC | 71,298 | $1.52M | 0.1% | +27.8% | 0.073% | |
| 10/24/2024 | Richardson Financial Services Inc. | 19,751 | $394K | 0.2% | +2.7% | 0.020% | |
| 10/10/2024 | City State Bank | 215,732 | $4.59M | 1.7% | +3.4% | 0.222% | |
| 7/31/2024 | Farther Finance Advisors LLC | 55,772 | $1.10M | 0.1% | +28.0% | 0.057% | |
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| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 6,461 | $129K | 0.0% | -13.2% | 0.007% | |
| 7/26/2024 | Bank of New York Mellon Corp | 30,234 | $601K | 0.0% | -24.9% | 0.031% | |
| 7/8/2024 | City State Bank | 208,572 | $4.15M | 1.7% | +10.4% | 0.214% | |
| 5/17/2024 | Aspect Partners LLC | 14,777 | $303K | 0.2% | -9.8% | 0.015% | |
| 5/17/2024 | Comerica Bank | 658,593 | $13.50M | 0.1% | +32.0% | 0.677% | |
| 5/4/2024 | Richardson Financial Services Inc. | 19,114 | $392K | 0.3% | +7.4% | 0.020% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 12,391 | $254K | 0.1% | +9.4% | 0.013% | |
| 4/24/2024 | Leavell Investment Management Inc. | 49,297 | $1.01M | 0.1% | -2.3% | 0.051% | |
| 4/11/2024 | City State Bank | 188,954 | $3.87M | 1.7% | +26.1% | 0.231% | |
| 4/3/2024 | Versant Capital Management Inc | 6,792 | $139K | 0.0% | +24.3% | 0.008% | |
