| 8/19/2025 | Asset Dedication LLC | 9,468 | $352K | 0.0% | -3.8% | 0.049% | |
| 8/18/2025 | N.E.W. Advisory Services LLC | 203,448 | $7.56M | 0.7% | -40.5% | 1.054% | |
| 8/15/2025 | Corient Private Wealth LLC | 27,264 | $1.01M | 0.0% | +148.9% | 0.141% | |
| 8/15/2025 | Equitable Holdings Inc. | 206,236 | $7.67M | 0.1% | +6.8% | 1.069% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 22,655 | $842K | 0.3% | -1.4% | 0.117% | |
| 8/15/2025 | Keel Point LLC | 5,473 | $203K | 0.0% | N/A | 0.028% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 467,240 | $17.37M | 0.1% | +1,491.5% | 2.421% | |
| 8/15/2025 | MML Investors Services LLC | 18,248 | $678K | 0.0% | +83.6% | 0.095% | |
| 8/15/2025 | Bank of America Corp DE | 603,490 | $22.44M | 0.0% | -0.3% | 3.127% | |
| 8/14/2025 | Raymond James Financial Inc. | 21,745 | $808K | 0.0% | -15.1% | 0.113% | |
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| 8/14/2025 | Betterment LLC | 8,916 | $331K | 0.0% | -30.0% | 0.046% | |
| 8/14/2025 | NewEdge Advisors LLC | 70,695 | $2.63M | 0.0% | -5.1% | 0.366% | |
| 8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 44,572 | $1.66M | 1.6% | -1.6% | 0.231% | |
| 8/14/2025 | Sentinus LLC | 18,044 | $671K | 0.2% | -2.5% | 0.093% | |
| 8/14/2025 | Cerity Partners LLC | 233,305 | $8.69M | 0.0% | +27.5% | 1.209% | |
| 8/13/2025 | Flow Traders U.S. LLC | 6,040 | $225K | 0.0% | -87.9% | 0.031% | |
| 8/13/2025 | Smith Moore & CO. | 32,677 | $1.22M | 0.1% | -1.2% | 0.169% | |
| 8/13/2025 | Tobias Financial Advisors Inc. | 101,156 | $3.76M | 0.6% | -6.6% | 0.524% | |
| 8/12/2025 | Global Retirement Partners LLC | 10,329 | $384K | 0.0% | N/A | 0.054% | |
| 8/12/2025 | Richard W. Paul & Associates LLC | 3,656 | $136K | 0.0% | -10.4% | 0.019% | |
| 8/12/2025 | MAI Capital Management | 107,879 | $4.01M | 0.0% | -1.7% | 0.559% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,161 | $80K | 0.0% | +13.7% | 0.011% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 10,573 | $393K | 0.1% | -8.3% | 0.055% | |
| 8/11/2025 | Wealthspire Advisors LLC | 16,823 | $625K | 0.0% | -4.1% | 0.088% | |
| 8/11/2025 | Portside Wealth Group LLC | 21,167 | $787K | 0.1% | +7.3% | 0.111% | |
| 8/8/2025 | Cetera Investment Advisers | 523,940 | $19.48M | 0.0% | -1.2% | 2.743% | |
| 8/8/2025 | Creative Planning | 311,864 | $11.60M | 0.0% | -4.5% | 1.633% | |
| 8/8/2025 | Hibernia Wealth Partners LLC | 9,978 | $371K | 0.1% | N/A | 0.052% | |
| 8/8/2025 | Austin Wealth Management LLC | 6,847 | $255K | 0.0% | -65.6% | 0.036% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 63,789 | $2.37M | 0.0% | -45.9% | 0.334% | |
| 8/7/2025 | Allworth Financial LP | 2,579 | $96K | 0.0% | -24.3% | 0.014% | |
| 8/6/2025 | AE Wealth Management LLC | 37,222 | $1.38M | 0.0% | +2.9% | 0.195% | |
| 8/6/2025 | Rialto Wealth Management LLC | 2,038 | $76K | 0.0% | -26.8% | 0.011% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 22,785 | $847K | 0.2% | -21.0% | 0.119% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 29,143 | $1.08M | 0.1% | -26.9% | 0.153% | |
| 8/6/2025 | Savant Capital LLC | 355,037 | $13.20M | 0.1% | +409.5% | 1.859% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 8,957 | $333K | 0.1% | -4.2% | 0.047% | |
| 8/5/2025 | Mason Investment Advisory Services Inc. | 6,149 | $229K | 0.0% | -16.2% | 0.032% | |
| 8/5/2025 | Bank of Montreal Can | 16,925 | $629K | 0.0% | -8.2% | 0.089% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 68,276 | $2.54M | 1.1% | -1.1% | 0.357% | |
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| 8/5/2025 | Mission Wealth Management LP | 75,638 | $2.81M | 0.1% | -1.0% | 0.396% | |
| 8/5/2025 | TIAA Trust National Association | 306,701 | $11.40M | 0.0% | +33.4% | 1.606% | |
| 8/5/2025 | Lifeworks Advisors LLC | 8,637 | $321K | 0.0% | -5.6% | 0.045% | |
| 8/4/2025 | FWG Investments LLC. | 6,082 | $226K | 0.2% | N/A | 0.032% | |
| 8/4/2025 | Assetmark Inc. | 497,297 | $18.49M | 0.0% | -8.1% | 2.604% | |
| 8/4/2025 | Spire Wealth Management | 30,411 | $1.13M | 0.0% | -3.7% | 0.159% | |
| 8/1/2025 | Austin Private Wealth LLC | 152,937 | $5.69M | 0.4% | +23.9% | 0.801% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 835,741 | $31.07M | 0.0% | -3.8% | 4.376% | |
| 7/31/2025 | BIP Wealth LLC | 114,215 | $4.25M | 0.3% | +1.2% | 0.598% | |
| 7/30/2025 | Freedom Investment Management Inc. | 19,153 | $712K | 0.1% | +3.0% | 0.100% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 227,618 | $8.46M | 0.1% | -19.7% | 1.192% | |
| 7/29/2025 | Balboa Wealth Partners | 6,500 | $242K | 0.0% | -8.7% | 0.034% | |
| 7/28/2025 | Harbour Investments Inc. | 51,238 | $1.91M | 0.0% | -1.4% | 0.268% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 476,677 | $17.72M | 0.3% | -7.2% | 2.496% | |
| 7/28/2025 | RFG Advisory LLC | 36,241 | $1.35M | 0.0% | -2.4% | 0.190% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 16,262 | $605K | 0.0% | -11.5% | 0.085% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,064 | $225K | 0.0% | -9.3% | 0.032% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 512,248 | $19.05M | 0.1% | +7.2% | 2.682% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 57,729 | $2.15M | 0.6% | +37.6% | 0.302% | |
| 7/25/2025 | GFS Advisors LLC | 12,216 | $454K | 0.1% | N/A | 0.064% | |
| 7/25/2025 | Richardson Financial Services Inc. | 20,674 | $768K | 0.5% | -9.9% | 0.108% | |
| 7/24/2025 | Blair William & Co. IL | 21,113 | $785K | 0.0% | -11.9% | 0.111% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 105,133 | $3.91M | 2.1% | -10.4% | 0.550% | |
| 7/22/2025 | Belpointe Asset Management LLC | 7,534 | $280K | 0.0% | -54.5% | 0.039% | |
| 7/22/2025 | Simplicity Wealth LLC | 46,312 | $1.72M | 0.1% | N/A | 0.242% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 61,115 | $2.27M | 0.1% | +8.3% | 0.320% | |
| 7/21/2025 | Quent Capital LLC | 9,694 | $360K | 0.0% | -5.4% | 0.051% | |
| 7/21/2025 | Ascent Group LLC | 13,895 | $517K | 0.0% | -13.1% | 0.073% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 702 | $26K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Pure Financial Advisors LLC | 86,906 | $3.23M | 0.1% | -3.6% | 0.455% | |
| 7/18/2025 | Trilogy Capital Inc. | 16,769 | $623K | 0.0% | -24.2% | 0.088% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 5,405 | $201K | 0.0% | N/A | 0.028% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 11,769 | $438K | 0.6% | +4.6% | 0.062% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 31,623 | $1.18M | 0.5% | -2.2% | 0.166% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 7,440 | $277K | 0.2% | -7.0% | 0.039% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 8,318 | $309K | 0.0% | -4.6% | 0.044% | |
| 7/15/2025 | McAdam LLC | 87,208 | $3.24M | 0.2% | +44.6% | 0.457% | |
| 7/15/2025 | Mather Group LLC. | 30,941 | $1.15M | 0.0% | -2.9% | 0.162% | |
| 7/15/2025 | Norden Group LLC | 8,555 | $318K | 0.0% | N/A | 0.045% | |
| 7/15/2025 | Accurate Wealth Management LLC | 6,982 | $263K | 0.0% | N/A | 0.037% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 131,301 | $4.88M | 0.6% | -0.2% | 0.687% | |
| 7/14/2025 | Park Avenue Securities LLC | 214,836 | $7.99M | 0.1% | +1.6% | 1.125% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,016 | $38K | 0.0% | -69.6% | 0.005% | |
| 7/10/2025 | Global Financial Private Client LLC | 15,206 | $565K | 0.2% | +4.5% | 0.080% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,508 | $843K | 0.0% | -8.0% | 0.118% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 52,073 | $1.94M | 0.2% | -4.8% | 0.273% | |
| 7/10/2025 | Financial Management Network Inc. | 6,419 | $240K | 0.0% | N/A | 0.034% | |
| 7/9/2025 | Balefire LLC | 18,093 | $673K | 0.1% | N/A | 0.095% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 18,359 | $683K | 0.3% | -1.6% | 0.096% | |
| 7/8/2025 | Apella Capital LLC | 6,477 | $239K | 0.0% | N/A | 0.034% | |
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| 7/7/2025 | Upper Left Wealth Management LLC | 30,978 | $1.15M | 0.8% | -7.3% | 0.162% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 8,130 | $302K | 0.1% | N/A | 0.043% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 36,507 | $1.17M | 0.0% | N/A | 0.191% | |
| 5/21/2025 | McAdam LLC | 60,291 | $1.93M | 0.1% | -24.0% | 0.311% | |
| 5/20/2025 | Belpointe Asset Management LLC | 16,567 | $529K | 0.0% | +161.4% | 0.085% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,771 | $280K | 0.1% | N/A | 0.045% | |
| 5/20/2025 | Focus Partners Wealth | 12,217 | $390K | 0.0% | -28.1% | 0.063% | |
| 5/19/2025 | Jane Street Group LLC | 67,100 | $2.15M | 0.0% | -17.7% | 0.346% | |
| 5/16/2025 | Ascent Group LLC | 15,991 | $511K | 0.0% | -8.8% | 0.082% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 52,668 | $1.68M | 0.1% | +14.6% | 0.271% | |
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