| 8/19/2025 | Advisory Services Network LLC | 81,489 | $5.61M | 0.1% | +0.8% | 0.429% | |
| 8/15/2025 | Equitable Holdings Inc. | 59,718 | $4.02M | 0.0% | -0.6% | 0.315% | |
| 8/15/2025 | WFA of San Diego LLC | 762 | $51K | 0.0% | N/A | 0.004% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 22,450 | $1.51M | 0.0% | -2.0% | 0.118% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 40,393 | $2.72M | 0.0% | +26.9% | 0.213% | |
| 8/15/2025 | MML Investors Services LLC | 259,660 | $17.47M | 0.1% | -1.5% | 1.368% | |
| 8/14/2025 | Raymond James Financial Inc. | 9,040 | $608K | 0.0% | +27.9% | 0.048% | |
| 8/14/2025 | Diversify Advisory Services LLC | 9,785 | $685K | 0.0% | -44.3% | 0.052% | |
| 8/14/2025 | NewEdge Advisors LLC | 36,553 | $2.46M | 0.0% | -20.7% | 0.193% | |
| 8/14/2025 | Vertex Planning Partners LLC | 3,297 | $222K | 0.0% | N/A | 0.017% | |
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| 8/14/2025 | Ally Invest Advisors Inc. | 4,629 | $311K | 0.0% | -6.1% | 0.024% | |
| 8/14/2025 | Cerity Partners LLC | 35,986 | $2.42M | 0.0% | -3.1% | 0.190% | |
| 8/13/2025 | GeoWealth Management LLC | 59,403 | $4.00M | 0.2% | +61.6% | 0.313% | |
| 8/13/2025 | First Trust Advisors LP | 3,230 | $217K | 0.0% | N/A | 0.017% | |
| 8/13/2025 | Kilter Group LLC | 431 | $29K | 0.0% | N/A | 0.002% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 14,816 | $997K | 0.0% | +2.1% | 0.078% | |
| 8/13/2025 | Elios Financial Group Inc. | 38,239 | $2.57M | 1.2% | -11.2% | 0.201% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 4,214 | $295K | 0.1% | N/A | 0.022% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 3,398 | $229K | 0.0% | -10.6% | 0.018% | |
| 8/13/2025 | Maia Wealth LLC | 17,204 | $1.16M | 0.2% | +2.6% | 0.091% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 54,835 | $3.69M | 0.0% | -4.6% | 0.289% | |
| 8/12/2025 | CreativeOne Wealth LLC | 18,461 | $1.24M | 0.0% | +1.8% | 0.097% | |
| 8/12/2025 | Global Retirement Partners LLC | 3,204 | $216K | 0.0% | N/A | 0.017% | |
| 8/12/2025 | JPMorgan Chase & Co. | 640,711 | $43.10M | 0.0% | -1.6% | 3.376% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 3,307 | $222K | 0.0% | N/A | 0.017% | |
| 8/11/2025 | Sofi Wealth LLC | 56,266 | $3.79M | 0.2% | +67.7% | 0.297% | |
| 8/8/2025 | Cetera Investment Advisers | 303,697 | $20.43M | 0.0% | +5.1% | 1.601% | |
| 8/8/2025 | Wrapmanager Inc. | 5,465 | $368K | 0.1% | -28.5% | 0.029% | |
| 8/8/2025 | W.H. Cornerstone Investments Inc. | 3,820 | $257K | 0.2% | +8.9% | 0.020% | |
| 8/8/2025 | Wealth Alliance LLC | 29,844 | $2.01M | 0.2% | -0.6% | 0.157% | |
| 8/7/2025 | Keystone Financial Services | 17,624 | $1.19M | 0.4% | -6.3% | 0.093% | |
| 8/6/2025 | One Wealth Capital Management LLC | 19,773 | $1.33M | 0.6% | +3.9% | 0.104% | |
| 8/6/2025 | AE Wealth Management LLC | 4,251 | $286K | 0.0% | +5.7% | 0.022% | |
| 8/6/2025 | Valtinson Bruner Financial Planning LLC | 5,221 | $351K | 0.1% | +6.9% | 0.028% | |
| 8/6/2025 | Golden State Wealth Management LLC | 3,589 | $241K | 0.0% | +654.0% | 0.019% | |
| 8/6/2025 | First Horizon Advisors Inc. | 12,923 | $869K | 0.0% | +51.4% | 0.068% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,854 | $259K | 0.0% | -13.1% | 0.020% | |
| 8/4/2025 | Atria Investments Inc | 12,474 | $839K | 0.0% | +18.8% | 0.066% | |
| 8/4/2025 | Savvy Advisors Inc. | 6,164 | $415K | 0.0% | -11.3% | 0.032% | |
| 8/4/2025 | Assetmark Inc. | 122,685 | $8.25M | 0.0% | +7.9% | 0.647% | |
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| 8/4/2025 | World Investment Advisors | 26,538 | $1.79M | 0.0% | -0.8% | 0.140% | |
| 8/1/2025 | Austin Private Wealth LLC | 31,251 | $2.10M | 0.2% | +3.3% | 0.165% | |
| 8/1/2025 | Rossby Financial LCC | 2,355 | $158K | 0.1% | -18.9% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,858,967 | $326.87M | 0.1% | -0.1% | 25.607% | |
| 7/30/2025 | Strategic Blueprint LLC | 11,222 | $755K | 0.0% | -19.3% | 0.059% | |
| 7/30/2025 | Black Diamond Financial LLC | 4,019 | $270K | 0.0% | N/A | 0.021% | |
| 7/30/2025 | WBH Advisory Inc. | 9,089 | $611K | 0.1% | +3.5% | 0.048% | |
| 7/29/2025 | Two West Capital Advisors LLC | 5,288 | $367K | 0.2% | N/A | 0.028% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 71,468 | $4.81M | 0.8% | -5.1% | 0.377% | |
| 7/28/2025 | Cypress Wealth Services LLC | 6,911 | $465K | 0.1% | N/A | 0.036% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 22,542 | $1.52M | 0.0% | +10.5% | 0.119% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 6,875 | $462K | 0.0% | +57.5% | 0.036% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 16,357 | $1.10M | 0.0% | -85.0% | 0.086% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,013,142 | $68.16M | 0.3% | -9.0% | 5.339% | |
| 7/25/2025 | MGO One Seven LLC | 43,121 | $2.90M | 0.1% | +5.4% | 0.227% | |
| 7/25/2025 | CWM LLC | 297,942 | $20.04M | 0.1% | -0.8% | 1.570% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 4,367 | $294K | 0.1% | -30.6% | 0.023% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,305 | $290K | 0.0% | +29.4% | 0.023% | |
| 7/25/2025 | Apollon Wealth Management LLC | 4,772 | $321K | 0.0% | +6.1% | 0.025% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 3,211 | $218K | 0.0% | N/A | 0.017% | |
| 7/24/2025 | JB Capital LLC | 7,283 | $490K | 0.0% | +13.6% | 0.038% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 4,712 | $317K | 0.1% | +4.0% | 0.025% | |
| 7/23/2025 | Dohj LLC | 17,151 | $1.15M | 0.3% | +3.5% | 0.091% | |
| 7/23/2025 | Venturi Wealth Management LLC | 10,756 | $724K | 0.0% | -1.9% | 0.057% | |
| 7/22/2025 | Simplicity Wealth LLC | 8,170 | $550K | 0.0% | +65.4% | 0.043% | |
| 7/21/2025 | Ascent Group LLC | 10,202 | $686K | 0.0% | -3.6% | 0.054% | |
| 7/18/2025 | Trilogy Capital Inc. | 8,133 | $547K | 0.0% | +28.8% | 0.043% | |
| 7/18/2025 | SigFig Wealth Management LLC | 51,745 | $3.46M | 0.1% | +4.1% | 0.273% | |
| 7/17/2025 | One Wealth Advisors LLC | 150,586 | $10.13M | 1.4% | -0.2% | 0.795% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 111,905 | $7.53M | 0.0% | +27.1% | 0.591% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 9,450 | $636K | 0.2% | +7.4% | 0.050% | |
| 7/16/2025 | MKT Advisors LLC | 3,390 | $228K | 0.1% | N/A | 0.018% | |
| 7/16/2025 | Perigon Wealth Management LLC | 45,178 | $3.04M | 0.1% | -14.9% | 0.238% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 8,930 | $601K | 0.4% | -5.7% | 0.047% | |
| 7/14/2025 | Park Avenue Securities LLC | 455,019 | $30.61M | 0.3% | +2.0% | 2.401% | |
| 7/11/2025 | My Legacy Advisors LLC | 6,458 | $439K | 0.2% | -14.6% | 0.034% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,630 | $110K | 0.0% | N/A | 0.009% | |
| 7/10/2025 | Sharkey Howes & Javer | 62,220 | $4.19M | 0.6% | +2.0% | 0.329% | |
| 7/9/2025 | Sterling Manor Financial LLC | 4,559 | $307K | 0.2% | +8.6% | 0.024% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 6,875 | $462K | 0.0% | +57.5% | 0.036% | |
| 5/19/2025 | Jane Street Group LLC | 13,156 | $797K | 0.0% | N/A | 0.069% | |
| 5/16/2025 | Ascent Group LLC | 10,587 | $642K | 0.0% | +37.8% | 0.056% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 26,898 | $1.63M | 0.0% | +266.6% | 0.141% | |
| 5/16/2025 | Kestra Investment Management LLC | 5,399 | $327K | 0.0% | +25.9% | 0.028% | |
| 5/16/2025 | NewEdge Advisors LLC | 46,109 | $2.79M | 0.0% | -12.9% | 0.242% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 57,571 | $3.49M | 0.0% | +0.3% | 0.302% | |
| 5/16/2025 | Copperleaf Capital LLC | 12,426 | $753K | 0.5% | +2.8% | 0.065% | |
| 5/15/2025 | One Wealth Capital Management LLC | 19,024 | $1.15M | 0.6% | +2.6% | 0.100% | |
| 5/15/2025 | Royal Bank of Canada | 85,272 | $5.17M | 0.0% | -0.4% | 0.448% | |
| 5/14/2025 | CreativeOne Wealth LLC | 18,131 | $1.10M | 0.0% | +11.9% | 0.095% | |
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| 5/14/2025 | Talisman Wealth Advisors LLC | 6,701 | $406K | 0.4% | +16.6% | 0.035% | |
| 5/14/2025 | Freedom Investment Management Inc. | 7,939 | $481K | 0.0% | +59.3% | 0.042% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 4,932 | $299K | 0.0% | -24.8% | 0.026% | |
| 5/14/2025 | Capital Analysts LLC | 8,122 | $492K | 0.0% | +6.5% | 0.043% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 24,534 | $1.49M | 0.0% | -2.4% | 0.129% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 57,486 | $3.48M | 0.0% | -2.1% | 0.302% | |
| 5/13/2025 | Gen Wealth Partners Inc | 8,163 | $495K | 0.2% | -3.4% | 0.043% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 14,517 | $880K | 0.0% | -13.4% | 0.076% | |
| 5/13/2025 | HighTower Advisors LLC | 28,441 | $1.72M | 0.0% | -4.8% | 0.149% | |
| 5/12/2025 | Meridian Wealth Management LLC | 3,655 | $222K | 0.0% | -6.9% | 0.019% | |
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