| 8/6/2025 | AE Wealth Management LLC | 5,653 | $250K | 0.0% | -13.5% | 0.022% | |
| 8/6/2025 | Innealta Capital LLC | 8,830 | $390K | 0.2% | +12.5% | 0.035% | |
| 8/6/2025 | Savant Capital LLC | 21,736 | $959K | 0.0% | -8.7% | 0.086% | |
| 8/6/2025 | Modera Wealth Management LLC | 208,895 | $9.22M | 0.1% | -0.2% | 0.831% | |
| 8/6/2025 | Columbia River Financial Group LLC | 31,788 | $1.40M | 0.9% | -9.5% | 0.126% | |
| 8/6/2025 | ORBA Wealth Advisors L.L.C. | 16,875 | $745K | 0.7% | -42.3% | 0.067% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,386,448 | $61.20M | 0.0% | -3.5% | 5.513% | |
| 8/5/2025 | Bank of Montreal Can | 732 | $32K | 0.0% | -85.7% | 0.003% | |
| 8/5/2025 | Hills Bank & Trust Co | 282,877 | $12.49M | 0.8% | -5.5% | 1.125% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 6,904 | $305K | 0.2% | -7.2% | 0.027% | |
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| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,275 | $100K | 0.0% | +69.8% | 0.009% | |
| 8/4/2025 | Wolverine Asset Management LLC | 22,393 | $988K | 0.0% | N/A | 0.089% | |
| 8/1/2025 | Austin Private Wealth LLC | 63,082 | $2.78M | 0.2% | +76.3% | 0.251% | |
| 8/1/2025 | First Command Advisory Services Inc. | 3,474 | $153K | 0.0% | -34.6% | 0.014% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 331,806 | $14.63M | 0.0% | -46.9% | 1.319% | |
| 7/31/2025 | Brighton Jones LLC | 279,256 | $12.33M | 0.3% | +3.3% | 1.110% | |
| 7/31/2025 | Waldron Private Wealth LLC | 123,099 | $5.43M | 0.2% | -3.3% | 0.489% | |
| 7/31/2025 | BIP Wealth LLC | 28,576 | $1.26M | 0.1% | -6.1% | 0.114% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 47,203 | $2.08M | 0.3% | -28.5% | 0.188% | |
| 7/31/2025 | Hoge Financial Services LLC | 6,830 | $301K | 0.2% | -26.2% | 0.027% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 143,592 | $6.34M | 0.3% | +3.6% | 0.571% | |
| 7/28/2025 | Lunt Capital Management Inc. | 10,764 | $475K | 0.2% | N/A | 0.043% | |
| 7/28/2025 | Harbour Investments Inc. | 7,249 | $320K | 0.0% | +5.0% | 0.029% | |
| 7/28/2025 | Courier Capital LLC | 13,125 | $579K | 0.0% | -9.5% | 0.052% | |
| 7/28/2025 | RFG Advisory LLC | 20,398 | $900K | 0.0% | -1.3% | 0.081% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,988 | $220K | 0.0% | -33.4% | 0.020% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 4,658 | $206K | 0.1% | N/A | 0.019% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 6,054 | $267K | 0.0% | -25.2% | 0.024% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 97,532 | $4.31M | 0.3% | -2.7% | 0.388% | |
| 7/24/2025 | Blair William & Co. IL | 34,827 | $1.54M | 0.0% | -13.6% | 0.138% | |
| 7/23/2025 | Valmark Advisers Inc. | 101,143 | $4.46M | 0.1% | +13.5% | 0.402% | |
| 7/22/2025 | Simplicity Wealth LLC | 37,766 | $1.67M | 0.1% | N/A | 0.150% | |
| 7/21/2025 | Quent Capital LLC | 435,275 | $19.21M | 1.9% | +8.9% | 1.731% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 6,257 | $276K | 0.0% | -6.0% | 0.025% | |
| 7/17/2025 | Emerald Advisors LLC | 5,943 | $262K | 0.0% | N/A | 0.023% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 59,583 | $2.63M | 0.2% | -20.5% | 0.236% | |
| 7/15/2025 | Total Wealth Planning LLC | 26,695 | $1.18M | 0.1% | -8.9% | 0.106% | |
| 7/15/2025 | Fifth Third Bancorp | 15,250 | $673K | 0.0% | +9.3% | 0.060% | |
| 7/14/2025 | Flagstar Advisors Inc. | 4,713 | $208K | 0.1% | N/A | 0.019% | |
| 7/14/2025 | Park Avenue Securities LLC | 64,828 | $2.86M | 0.0% | N/A | 0.256% | |
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| 7/11/2025 | Addis & Hill Inc | 141,550 | $6.25M | 4.1% | -1.9% | 0.559% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,474 | $422K | 0.0% | -42.4% | 0.037% | |
| 7/10/2025 | Brooklyn FI LLC | 61,902 | $2.73M | 0.7% | -4.1% | 0.245% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 6,578 | $290K | 0.1% | -36.6% | 0.026% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 21,733 | $959K | 0.4% | +5.3% | 0.086% | |
| 7/8/2025 | Apella Capital LLC | 23,738 | $1.05M | 0.0% | -27.7% | 0.094% | |
| 7/8/2025 | Boltwood Capital Management | 24,340 | $1.07M | 0.3% | +16.9% | 0.096% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 4,622 | $204K | 0.1% | N/A | 0.018% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 22,115 | $985K | 0.2% | +3.4% | 0.089% | |
| 5/20/2025 | Focus Partners Wealth | 67,501 | $2.95M | 0.0% | +1.5% | 0.269% | |
| 5/19/2025 | Jane Street Group LLC | 32,988 | $1.44M | 0.0% | N/A | 0.132% | |
| 5/19/2025 | SageView Advisory Group LLC | 6,465 | $282K | 0.0% | +25.4% | 0.026% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 559,292 | $24.41M | 0.0% | -14.7% | 2.251% | |
| 5/16/2025 | Jones Financial Companies Lllp | 125,227 | $5.41M | 0.0% | -6.1% | 0.500% | |
| 5/15/2025 | Family Office Research LLC | 19,931 | $870K | 0.4% | -1.9% | 0.080% | |
| 5/15/2025 | Royal Bank of Canada | 56,200 | $2.45M | 0.0% | +9.4% | 0.224% | |
| 5/15/2025 | MAI Capital Management | 4,864 | $212K | 0.0% | +10.7% | 0.019% | |
| 5/15/2025 | OLD Mission Capital LLC | 7,853 | $343K | 0.0% | -80.9% | 0.031% | |
| 5/14/2025 | SVB Wealth LLC | 11,151 | $487K | 0.0% | -39.2% | 0.045% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 27,067 | $1.18M | 0.0% | +6.9% | 0.108% | |
| 5/14/2025 | Flow Traders U.S. LLC | 124,250 | $5.42M | 0.2% | +32.6% | 0.496% | |
| 5/14/2025 | Hsbc Holdings PLC | 457,600 | $19.97M | 0.0% | -4.8% | 1.827% | |
| 5/13/2025 | Raymond James Financial Inc. | 339,592 | $14.82M | 0.0% | +3.0% | 1.356% | |
| 5/13/2025 | Brooklyn FI LLC | 64,564 | $2.82M | 0.9% | +18.2% | 0.258% | |
| 5/13/2025 | HighTower Advisors LLC | 99,834 | $4.36M | 0.0% | -10.9% | 0.399% | |
| 5/12/2025 | Independent Advisor Alliance | 14,613 | $638K | 0.0% | -5.6% | 0.058% | |
| 5/12/2025 | Virtu Financial LLC | 6,647 | $290K | 0.0% | N/A | 0.027% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 40,059 | $1.75M | 0.2% | -1.3% | 0.160% | |
| 5/9/2025 | Blair William & Co. IL | 40,300 | $1.76M | 0.0% | +1.5% | 0.161% | |
| 5/8/2025 | US Bancorp DE | 4,168 | $182K | 0.0% | -94.1% | 0.017% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,519 | $241K | 0.0% | -12.9% | 0.022% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 30,130 | $1.32M | 0.2% | -11.1% | 0.120% | |
| 5/8/2025 | Modera Wealth Management LLC | 209,333 | $9.14M | 0.1% | -1.4% | 0.836% | |
| 5/8/2025 | Banque Cantonale Vaudoise | 45,789 | $2.00M | 0.1% | N/A | 0.183% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 4,461 | $195K | 0.0% | N/A | 0.018% | |
| 5/7/2025 | LPL Financial LLC | 183,833 | $8.02M | 0.0% | -23.5% | 0.734% | |
| 5/7/2025 | White & Co Financial Planning Inc | 116,028 | $5.03M | 4.3% | -0.6% | 0.463% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 4,769 | $208K | 0.1% | -27.7% | 0.019% | |
| 5/6/2025 | Cetera Investment Advisers | 41,868 | $1.83M | 0.0% | -3.0% | 0.167% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 24,694 | $1.08M | 0.0% | +84.6% | 0.099% | |
| 5/6/2025 | Orin Green Financial LLC | 115,081 | $4.84M | 2.2% | +13.3% | 0.459% | |
| 5/6/2025 | Lifeworks Advisors LLC | 5,644 | $246K | 0.0% | -12.5% | 0.023% | |
| 5/6/2025 | AE Wealth Management LLC | 6,535 | $285K | 0.0% | -8.0% | 0.026% | |
| 5/6/2025 | Efficient Advisors LLC | 20,197 | $881K | 0.1% | -18.9% | 0.081% | |
| 5/2/2025 | SKY Mountain Capital Management Inc. | 17,588 | $768K | 0.7% | N/A | 0.070% | |
| 5/2/2025 | BIP Wealth LLC | 30,442 | $1.33M | 0.1% | -5.3% | 0.122% | |
| 5/2/2025 | Larson Financial Group LLC | 2,912 | $127K | 0.0% | -10.5% | 0.012% | |
| 5/2/2025 | First Command Advisory Services Inc. | 5,308 | $232K | 0.0% | -19.2% | 0.021% | |
| 5/1/2025 | CWM LLC | 2,193 | $96K | 0.0% | -15.4% | 0.009% | |
| 5/1/2025 | FDx Advisors Inc. | 5,859 | $256K | 0.1% | -7.1% | 0.023% | |
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| 4/30/2025 | Cerity Partners LLC | 130,955 | $5.72M | 0.0% | -51.9% | 0.523% | |
| 4/30/2025 | M&T Bank Corp | 29,493 | $1.29M | 0.0% | -20.3% | 0.118% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 625,357 | $27.29M | 0.0% | +14.1% | 2.496% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,436,542 | $62.69M | 0.0% | +1.6% | 5.735% | |
| 4/29/2025 | Olde Wealth Management LLC | 623 | $27K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | Mutual Advisors LLC | 23,963 | $1.03M | 0.0% | -2.6% | 0.096% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 66,019 | $2.88M | 0.6% | -25.0% | 0.264% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 138,641 | $6.05M | 0.3% | +2.7% | 0.553% | |
| 4/25/2025 | Hills Bank & Trust Co | 299,190 | $13.06M | 0.9% | +10.2% | 1.194% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,340 | $58K | 0.0% | +885.3% | 0.005% | |
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