| 8/1/2025 | Transcend Capital Advisors LLC | 750 | $214K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 5,651 | $1.62M | 0.1% | -11.6% | 0.014% | |
| 8/1/2025 | Bessemer Group Inc. | 800 | $229K | 0.0% | +85.6% | 0.002% | |
| 8/1/2025 | First Command Advisory Services Inc. | 95 | $27K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 3,363 | $961K | 0.0% | +32.3% | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,052,762 | $300.94M | 0.1% | -2.6% | 2.593% | |
| 7/31/2025 | Wealthfront Advisers LLC | 8,969 | $2.56M | 0.0% | -3.4% | 0.022% | |
| 7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 2,315 | $662K | 0.8% | N/A | 0.006% | |
| 7/31/2025 | Fiduciary Wealth Partners LLC | 1,003 | $287K | 0.3% | +100,200.0% | 0.002% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 2,144 | $613K | 0.1% | +5.3% | 0.005% | |
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| 7/31/2025 | Brighton Jones LLC | 10,230 | $2.92M | 0.1% | +0.9% | 0.025% | |
| 7/31/2025 | Waldron Private Wealth LLC | 68,351 | $19.54M | 0.9% | -2.9% | 0.168% | |
| 7/31/2025 | Shaker Investments LLC OH | 743 | $212K | 0.1% | N/A | 0.002% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 6,493 | $1.86M | 0.0% | +8.5% | 0.016% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 3,434 | $982K | 0.4% | -3.9% | 0.008% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 263 | $75K | 0.0% | +67.5% | 0.001% | |
| 7/31/2025 | Carnegie Investment Counsel | 11,970 | $3.42M | 0.1% | +6.2% | 0.029% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 1,939 | $558K | 0.1% | +3.7% | 0.005% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 16,165 | $4.62M | 0.1% | -4.1% | 0.040% | |
| 7/30/2025 | Sonata Capital Group Inc. | 6,801 | $1.94M | 0.8% | +0.8% | 0.017% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 9,540 | $2.73M | 0.2% | +1.2% | 0.023% | |
| 7/30/2025 | Covenant Partners LLC | 29,669 | $8.48M | 2.5% | -2.6% | 0.073% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 6,225 | $1.78M | 0.2% | -0.8% | 0.015% | |
| 7/30/2025 | Brookstone Capital Management | 4,852 | $1.39M | 0.0% | +77.7% | 0.012% | |
| 7/30/2025 | Phillips Financial Management LLC | 430 | $123K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | D.A. Davidson & CO. | 512,122 | $146.40M | 1.0% | +3.6% | 1.261% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 38,487 | $11.00M | 0.2% | +0.6% | 0.095% | |
| 7/30/2025 | Whittier Trust Co. | 23,798 | $6.80M | 0.1% | -1.9% | 0.059% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 26,683 | $7.63M | 0.3% | -2.0% | 0.066% | |
| 7/30/2025 | Fiduciary Planning LLC | 1,300 | $372K | 0.1% | -53.0% | 0.003% | |
| 7/30/2025 | WBH Advisory Inc. | 871 | $249K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Stephens Inc. AR | 29,992 | $8.57M | 0.1% | -70.1% | 0.074% | |
| 7/29/2025 | Salus Financial Advisors LLC | 759 | $217K | 0.1% | N/A | 0.002% | |
| 7/29/2025 | LMG Wealth Partners LLC | 44,672 | $12.77M | 2.6% | -0.3% | 0.110% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 755 | $223K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | William Blair Investment Management LLC | 46,481 | $13.29M | 0.0% | -5.9% | 0.114% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 1,331 | $380K | 0.0% | +2.9% | 0.003% | |
| 7/29/2025 | Rodgers & Associates LTD | 19,562 | $5.59M | 0.6% | +8.4% | 0.048% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 2,415 | $690K | 0.2% | -2.3% | 0.006% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 737 | $211K | 0.0% | -49.1% | 0.002% | |
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| 7/29/2025 | Stratos Wealth Partners LTD. | 10,555 | $3.02M | 0.0% | -3.6% | 0.026% | |
| 7/29/2025 | Primoris Wealth Advisors LLC | 6,901 | $1.97M | 1.3% | -67.6% | 0.017% | |
| 7/29/2025 | Private Trust Co. NA | 1,362 | $389K | 0.0% | +25.9% | 0.003% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 4,626 | $1.32M | 0.2% | -1.5% | 0.011% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 113 | $32K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | WealthPLAN Partners LLC | 2,414 | $690K | 0.1% | +17.5% | 0.006% | |
| 7/28/2025 | Wealthspan Partners LLC | 944 | $270K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | Uptick Partners LLC | 1,128 | $323K | 0.1% | +17.9% | 0.003% | |
| 7/28/2025 | Copia Wealth Management | 2,798 | $800K | 0.7% | +3.3% | 0.007% | |
| 7/28/2025 | Mutual Advisors LLC | 1,244 | $366K | 0.0% | +9.7% | 0.003% | |
| 7/28/2025 | Ritholtz Wealth Management | 1,218 | $348K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Harbour Investments Inc. | 2,577 | $737K | 0.0% | +11.3% | 0.006% | |
| 7/28/2025 | Davidson Trust Co. | 3,312 | $947K | 0.4% | +7.0% | 0.008% | |
| 7/28/2025 | Courier Capital LLC | 46,092 | $13.18M | 0.8% | +1.7% | 0.114% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 2,955 | $845K | 0.0% | +3.2% | 0.007% | |
| 7/28/2025 | Equitable Trust Co. | 5,168 | $1.48M | 0.1% | +8.4% | 0.013% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 2,225 | $636K | 0.0% | -59.3% | 0.005% | |
| 7/28/2025 | RFG Advisory LLC | 772 | $221K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | NorthRock Partners LLC | 3,040 | $869K | 0.0% | +24.9% | 0.007% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,564 | $1.31M | 0.0% | -61.9% | 0.011% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 16,274 | $4.65M | 0.0% | -2.0% | 0.040% | |
| 7/25/2025 | Wealth Architects LLC | 726 | $208K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | CWM LLC | 15,979 | $4.57M | 0.0% | -2.6% | 0.039% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 750 | $214K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Summa Corp. | 1,243 | $355K | 0.2% | N/A | 0.003% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 1,106 | $316K | 0.0% | -8.3% | 0.003% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 24,921 | $7.12M | 0.1% | -12.8% | 0.061% | |
| 7/25/2025 | Apollon Wealth Management LLC | 3,603 | $1.03M | 0.0% | +1.3% | 0.009% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 7,207 | $2.06M | 0.1% | -6.4% | 0.018% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 350 | $100K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Eastern Bank | 3,285 | $939K | 0.0% | -3.2% | 0.008% | |
| 7/24/2025 | Forefront Analytics LLC | 1,464 | $418K | 0.4% | N/A | 0.004% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 2,866 | $819K | 0.1% | +3.2% | 0.007% | |
| 7/24/2025 | Blue Trust Inc. | 7,779 | $2.22M | 0.0% | +2.8% | 0.019% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 6,273 | $1.79M | 0.1% | +49.4% | 0.015% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 5,246 | $1.50M | 0.1% | -5.3% | 0.013% | |
| 7/24/2025 | Blair William & Co. IL | 38,583 | $11.03M | 0.0% | +1.1% | 0.095% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 498 | $142K | 0.0% | -38.0% | 0.001% | |
| 7/24/2025 | Leo Wealth LLC | 920 | $263K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | US Bancorp DE | 162,637 | $46.49M | 0.1% | -41.7% | 0.401% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 1,706 | $488K | 0.4% | -33.2% | 0.004% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 4,298 | $1.23M | 0.7% | +19.0% | 0.011% | |
| 7/23/2025 | Eagle Strategies LLC | 5,389 | $1.54M | 0.2% | -4.4% | 0.013% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 3,930 | $1.12M | 0.1% | -5.7% | 0.010% | |
| 7/23/2025 | Valmark Advisers Inc. | 1,386 | $396K | 0.0% | +31.0% | 0.003% | |
| 7/23/2025 | WoodTrust Financial Corp | 90,725 | $25.94M | 3.0% | +0.3% | 0.222% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 91 | $27K | 0.0% | -58.8% | 0.000% | |
| 7/23/2025 | NBT Bank N A NY | 3,745 | $1.07M | 0.1% | -3.5% | 0.009% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 1,326 | $379K | 0.0% | +3.7% | 0.003% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 5,540 | $1.60M | 0.8% | +8.2% | 0.014% | |
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| 7/23/2025 | Foundation Wealth Management LLC | 20,000 | $5.72M | 4.0% | +21.9% | 0.049% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 1,647 | $471K | 0.0% | -2.7% | 0.004% | |
| 7/23/2025 | Stephen J. Garry & Associates LLC | 10,581 | $3.03M | 2.6% | +2.3% | 0.026% | |
| 7/23/2025 | Sunbeam Capital Management LLC | 1,743 | $498K | 0.4% | -3.9% | 0.004% | |
| 7/23/2025 | Heck Capital Advisors LLC | 2,085 | $596K | 0.1% | -78.7% | 0.005% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 2,064 | $590K | 0.0% | -15.3% | 0.005% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 8,516 | $2.43M | 0.3% | -0.9% | 0.021% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 53,527 | $15.30M | 0.8% | +6.9% | 0.131% | |
| 7/22/2025 | Hillcrest Wealth Advisors NY LLC | 38,890 | $11.12M | 5.2% | -3.0% | 0.095% | |
| 7/22/2025 | Sage Financial Group Inc. | 763 | $218K | 0.0% | N/A | 0.002% | |
