| 8/1/2025 | Bank of Jackson Hole Trust | 1,030 | $86K | 0.0% | -22.6% | 0.001% | |
| 8/1/2025 | Biltmore Family Office LLC | 7,050 | $590K | 0.1% | -11.9% | 0.004% | |
| 8/1/2025 | FSA Advisors Inc. | 6,815 | $571K | 0.5% | -58.6% | 0.004% | |
| 8/1/2025 | GGM Financials LLC | 19,592 | $1.64M | 0.3% | -28.2% | 0.010% | |
| 8/1/2025 | Howard Capital Management Inc. | 70,158 | $5.88M | 0.1% | +18.5% | 0.037% | |
| 8/1/2025 | First National Trust Co | 136,874 | $11.46M | 0.4% | +1.5% | 0.073% | |
| 8/1/2025 | Shilanski & Associates Inc. | 36,237 | $3.03M | 0.9% | +1.0% | 0.019% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 18,877 | $1.58M | 0.1% | -9.5% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,126,748 | $178.09M | 0.1% | +38.0% | 1.131% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 12,136 | $1.02M | 0.1% | +35.8% | 0.006% | |
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| 7/31/2025 | Strait & Sound Wealth Management LLC | 11,248 | $942K | 0.4% | +15.6% | 0.006% | |
| 7/31/2025 | Interchange Capital Partners LLC | 18,263 | $1.53M | 0.4% | -0.9% | 0.010% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 62,968 | $5.27M | 0.1% | +10.6% | 0.033% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 75,927 | $6.36M | 0.8% | -1.0% | 0.040% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 30,894 | $2.59M | 0.1% | -10.3% | 0.016% | |
| 7/31/2025 | Carnegie Investment Counsel | 3,399 | $285K | 0.0% | -6.5% | 0.002% | |
| 7/30/2025 | KPP Advisory Services LLC | 90,449 | $7.57M | 1.2% | +2.4% | 0.048% | |
| 7/30/2025 | Insight Advisors LLC PA | 175,923 | $14.73M | 2.4% | +30.3% | 0.094% | |
| 7/30/2025 | BCM Advisors LLC | 396,283 | $34.05M | 7.3% | +0.9% | 0.211% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 6,999 | $586K | 0.0% | +24.8% | 0.004% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 100,214 | $8.39M | 1.1% | N/A | 0.053% | |
| 7/30/2025 | Family Capital Management Inc. | 131,154 | $10.98M | 5.8% | -4.2% | 0.070% | |
| 7/30/2025 | Brookstone Capital Management | 10,716 | $897K | 0.0% | -15.2% | 0.006% | |
| 7/30/2025 | Retirement Planning Group LLC | 118,669 | $9.94M | 0.4% | +1.1% | 0.063% | |
| 7/30/2025 | D.A. Davidson & CO. | 221,940 | $18.59M | 0.1% | +2.2% | 0.118% | |
| 7/30/2025 | Whittier Trust Co. | 2,653 | $222K | 0.0% | +1,507.9% | 0.001% | |
| 7/30/2025 | Darrow Company Inc. | 107,728 | $9.02M | 4.6% | +10.3% | 0.057% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 117,955 | $9.88M | 0.4% | +2.2% | 0.063% | |
| 7/30/2025 | Journey Advisory Group LLC | 122,973 | $10.30M | 0.8% | -4.2% | 0.065% | |
| 7/30/2025 | Fiduciary Planning LLC | 521,262 | $43.65M | 14.4% | -5.9% | 0.277% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 88,520 | $7.41M | 3.0% | +414.7% | 0.047% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 12,520 | $1.05M | 0.7% | -1.1% | 0.007% | |
| 7/29/2025 | Cidel Asset Management Inc. | 4,639 | $388K | 0.0% | +16.2% | 0.002% | |
| 7/29/2025 | Crux Wealth Advisors | 56,498 | $4.73M | 2.0% | -28.8% | 0.030% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 22,323 | $1.92M | 0.1% | -1.0% | 0.012% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 42,439 | $3.55M | 3.2% | +9.8% | 0.023% | |
| 7/29/2025 | MB Levis & Associates LLC | 168,850 | $14.14M | 6.2% | +0.4% | 0.090% | |
| 7/29/2025 | Swmg LLC | 2,703 | $233K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Novare Capital Management LLC | 3,605 | $302K | 0.0% | -15.3% | 0.002% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 8,247 | $691K | 0.1% | -2.7% | 0.004% | |
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| 7/29/2025 | Stratos Wealth Partners LTD. | 191,060 | $16.00M | 0.2% | +3.6% | 0.102% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 4,061 | $340K | 0.1% | -80.6% | 0.002% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 10,353 | $867K | 0.0% | -1.5% | 0.006% | |
| 7/29/2025 | Private Trust Co. NA | 16,748 | $1.40M | 0.1% | +5.8% | 0.009% | |
| 7/29/2025 | Riverbend Wealth Management LLC | 77,200 | $6.47M | 4.9% | +2.9% | 0.041% | |
| 7/29/2025 | Sage Private Wealth Group LLC | 426,417 | $35.71M | 22.9% | +76.3% | 0.227% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 149,605 | $12.88M | 3.5% | -5.2% | 0.080% | |
| 7/29/2025 | Stratos Investment Management LLC | 874,834 | $73.26M | 3.4% | -1.2% | 0.465% | |
| 7/29/2025 | Empirical Asset Management LLC | 7,566 | $634K | 0.2% | +9.4% | 0.004% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 2,111 | $177K | 0.2% | N/A | 0.001% | |
| 7/29/2025 | Latitude Advisors LLC | 3,322 | $278K | 0.1% | -4.2% | 0.002% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 2,928 | $245K | 0.2% | -24.0% | 0.002% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 62,604 | $5.24M | 1.7% | +9.9% | 0.033% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 29,924 | $2.51M | 0.2% | +28.5% | 0.016% | |
| 7/28/2025 | Uptick Partners LLC | 6,734 | $564K | 0.2% | +134.2% | 0.004% | |
| 7/28/2025 | Mutual Advisors LLC | 7,215 | $622K | 0.0% | +23.3% | 0.004% | |
| 7/28/2025 | Harbour Investments Inc. | 20,605 | $1.73M | 0.0% | -20.6% | 0.011% | |
| 7/28/2025 | Aries Wealth Management | 51,589 | $4.32M | 1.1% | -12.0% | 0.027% | |
| 7/28/2025 | Taiyo Life Insurance Co. | 525,000 | $43.96M | 4.1% | -38.2% | 0.279% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 99,110 | $8.30M | 0.1% | +3.4% | 0.053% | |
| 7/25/2025 | Northwest Capital Management Inc | 462 | $39K | 0.0% | -82.5% | 0.000% | |
| 7/25/2025 | NorthRock Partners LLC | 8,128 | $681K | 0.0% | +16.1% | 0.004% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 40,492 | $3.41M | 0.1% | -54.6% | 0.022% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 94,874 | $7.95M | 0.0% | -5.8% | 0.050% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 32,160 | $2.76M | 0.8% | -3.3% | 0.017% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 126,060 | $10.56M | 0.1% | -1.8% | 0.067% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 5,229 | $438K | 0.1% | +9.0% | 0.003% | |
| 7/25/2025 | MGO One Seven LLC | 4,703 | $394K | 0.0% | +53.9% | 0.002% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 17,911 | $1.51M | 0.6% | +4.2% | 0.010% | |
| 7/25/2025 | LRI Investments LLC | 6,879 | $576K | 0.0% | +296.9% | 0.004% | |
| 7/25/2025 | CWM LLC | 384,432 | $32.19M | 0.1% | +0.4% | 0.204% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 81,925 | $6.86M | 0.8% | +11.7% | 0.044% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 72,461 | $6.07M | 2.1% | -6.3% | 0.038% | |
| 7/25/2025 | Muirfield Wealth Advisors LLC | 12,802 | $1.07M | 0.9% | -22.6% | 0.007% | |
| 7/25/2025 | Tranquility Partners LLC | 4,418 | $370K | 0.1% | -6.2% | 0.002% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 378,303 | $31.68M | 0.6% | +4.6% | 0.201% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 10,601 | $888K | 0.0% | +4.1% | 0.006% | |
| 7/25/2025 | Apollon Financial LLC | 5,897 | $494K | 0.1% | -4.8% | 0.003% | |
| 7/25/2025 | Apollon Wealth Management LLC | 36,352 | $3.04M | 0.1% | -8.4% | 0.019% | |
| 7/25/2025 | IRON Financial LLC | 5,680 | $476K | 0.2% | N/A | 0.003% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 3,337 | $284K | 0.1% | N/A | 0.002% | |
| 7/24/2025 | Wealth Management Resources Inc. | 24,809 | $2.08M | 0.7% | -43.2% | 0.013% | |
| 7/24/2025 | Blue Trust Inc. | 712 | $60K | 0.0% | +26.7% | 0.000% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 15,800 | $1.32M | 0.0% | +0.9% | 0.008% | |
| 7/24/2025 | Vivid Wealth Management LLC | 17,941 | $1.50M | 0.7% | +4.9% | 0.010% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 4,400 | $368K | 0.0% | -18.5% | 0.002% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 23,966 | $2.01M | 0.7% | +11.6% | 0.013% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 29,130 | $2.44M | 0.2% | -1.5% | 0.015% | |
| 7/24/2025 | IFP Advisors Inc | 398,183 | $33.34M | 1.0% | +1.1% | 0.211% | |
| 7/24/2025 | US Bancorp DE | 17,934 | $1.50M | 0.0% | +22.9% | 0.010% | |
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| 7/24/2025 | Columbia Advisory Partners LLC | 265,543 | $22.24M | 16.8% | +18.0% | 0.141% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 39,587 | $3.32M | 0.3% | +5.3% | 0.021% | |
| 7/23/2025 | Valmark Advisers Inc. | 8,200 | $687K | 0.0% | -6.9% | 0.004% | |
| 7/23/2025 | Detalus Advisors LLC | 5,803 | $486K | 0.1% | +17.7% | 0.003% | |
| 7/23/2025 | Lansing Street Advisors | 46,469 | $3.89M | 1.2% | -0.3% | 0.025% | |
| 7/23/2025 | Winthrop Advisory Group LLC | 192,923 | $16.16M | 1.6% | +3.4% | 0.102% | |
| 7/23/2025 | Raub Brock Capital Management LP | 8,085 | $677K | 0.1% | N/A | 0.004% | |
| 7/23/2025 | Citizens National Bank Trust Department | 54,586 | $4.57M | 0.9% | -0.9% | 0.029% | |
| 7/23/2025 | REAP Financial Group LLC | 4,904 | $411K | 0.1% | -4.6% | 0.003% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 3,883 | $325K | 0.1% | -15.2% | 0.002% | |
