| 8/1/2025 | Oarsman Capital Inc. | 26,567 | $2.49M | 0.4% | +0.5% | 0.006% | |
| 8/1/2025 | Austin Private Wealth LLC | 162,873 | $15.29M | 1.2% | +2.2% | 0.038% | |
| 8/1/2025 | James Investment Research Inc. | 33,296 | $3.13M | 0.4% | -12.6% | 0.008% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 57,057 | $5.36M | 1.7% | -1.0% | 0.013% | |
| 8/1/2025 | May Hill Capital LLC | 13,160 | $1.24M | 0.4% | +395.1% | 0.003% | |
| 8/1/2025 | GWN Securities Inc. | 2,121 | $201K | 0.0% | -82.7% | 0.000% | |
| 8/1/2025 | Advisory Alpha LLC | 3,837 | $360K | 0.0% | -3.8% | 0.001% | |
| 8/1/2025 | Liberty Wealth Management LLC | 53,316 | $5.01M | 0.8% | -76.0% | 0.012% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 25,318 | $2.38M | 0.1% | +19.3% | 0.006% | |
| 8/1/2025 | Bessemer Group Inc. | 1,400,265 | $131.47M | 0.2% | 0.0% | 0.326% | |
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| 8/1/2025 | Schmidt P J Investment Management Inc. | 5,435 | $510K | 0.1% | -4.2% | 0.001% | |
| 8/1/2025 | Brookwood Investment Group LLC | 9,715 | $912K | 0.1% | -18.7% | 0.002% | |
| 8/1/2025 | Yukon Wealth Management Inc. | 28,505 | $2.68M | 1.0% | -11.7% | 0.007% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 48,288 | $4.53M | 0.2% | +9.5% | 0.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,767,449 | $2.51B | 0.7% | +0.6% | 6.231% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 56,617 | $5.32M | 0.1% | +8.7% | 0.013% | |
| 7/31/2025 | VestGen Investment Management | 10,678 | $1.00M | 0.7% | +45.2% | 0.003% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 284,487 | $26.71M | 3.2% | -8.6% | 0.067% | |
| 7/31/2025 | Leavell Investment Management Inc. | 189,132 | $17.76M | 0.8% | +3.9% | 0.045% | |
| 7/31/2025 | TSA Wealth Managment LLC | 93,470 | $8.78M | 3.2% | +1.9% | 0.022% | |
| 7/31/2025 | Brian Low Financial Group LLC | 33,323 | $3.13M | 2.9% | N/A | 0.008% | |
| 7/31/2025 | Rational Advisors Inc. | 89,110 | $8.37M | 0.8% | +97.6% | 0.021% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 18,425 | $1.73M | 0.0% | +56.9% | 0.004% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,160,057 | $108.92M | 0.1% | +1.2% | 0.273% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 962,798 | $90.40M | 0.3% | -3.6% | 0.227% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 7,077 | $664K | 0.1% | -4.2% | 0.002% | |
| 7/31/2025 | Carnegie Investment Counsel | 241,333 | $22.66M | 0.5% | +4.3% | 0.057% | |
| 7/31/2025 | Cornerstone Management Inc. | 112,621 | $10.57M | 1.8% | -0.7% | 0.027% | |
| 7/31/2025 | Money Design Co. Ltd. | 1,390,916 | $130.59M | 6.1% | +4.7% | 0.328% | |
| 7/31/2025 | CAP Partners LLC | 11,891 | $1.12M | 0.7% | -2.3% | 0.003% | |
| 7/30/2025 | KPP Advisory Services LLC | 3,654 | $343K | 0.1% | -3.4% | 0.001% | |
| 7/30/2025 | Strategic Blueprint LLC | 21,730 | $2.04M | 0.1% | +3.2% | 0.005% | |
| 7/30/2025 | Freedom Investment Management Inc. | 10,506 | $986K | 0.1% | +15.0% | 0.002% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 2,655 | $249K | 0.0% | -11.0% | 0.001% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 3,848 | $361K | 0.0% | -96.0% | 0.001% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 5,956 | $559K | 0.0% | +144.1% | 0.001% | |
| 7/30/2025 | Brookstone Capital Management | 289,984 | $27.23M | 0.4% | -0.2% | 0.068% | |
| 7/30/2025 | Citizens & Northern Corp | 34,380 | $3.23M | 0.9% | +3.3% | 0.008% | |
| 7/30/2025 | D.A. Davidson & CO. | 20,182 | $1.90M | 0.0% | +2.2% | 0.005% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 1,632 | $153K | 0.0% | +24.2% | 0.000% | |
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| 7/30/2025 | DecisionMap Wealth Management LLC | 24,150 | $2.27M | 1.6% | -1.0% | 0.006% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 685,940 | $64.40M | 2.6% | +4.2% | 0.162% | |
| 7/30/2025 | Nottingham Advisors Inc. | 567,701 | $53.30M | 7.9% | +8.8% | 0.134% | |
| 7/30/2025 | WBH Advisory Inc. | 115,312 | $10.83M | 0.9% | +2.3% | 0.027% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 4,530 | $425K | 0.1% | +4.1% | 0.001% | |
| 7/29/2025 | Kelman Lazarov Inc. | 213,084 | $20.01M | 3.2% | +2.8% | 0.050% | |
| 7/29/2025 | International Assets Investment Management LLC | 4,789 | $450K | 0.0% | -22.2% | 0.001% | |
| 7/29/2025 | Swmg LLC | 30,392 | $2.82M | 1.0% | -45.2% | 0.007% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 2,655 | $249K | 0.0% | -18.6% | 0.001% | |
| 7/29/2025 | Shelter Mutual Insurance Co | 106,470 | $10.00M | 2.3% | -3.1% | 0.025% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 1,492,641 | $140.14M | 4.1% | +2.4% | 0.352% | |
| 7/29/2025 | Lutz Financial Services LLC | 490,415 | $46.05M | 3.6% | +1.8% | 0.116% | |
| 7/29/2025 | Foster & Motley Inc. | 80,590 | $7.57M | 0.4% | +11.2% | 0.019% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 22,096 | $2.08M | 0.9% | +2.7% | 0.005% | |
| 7/29/2025 | Spectrum Investment Advisors Inc. | 122,642 | $11.52M | 6.7% | -8.5% | 0.029% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 27,845 | $2.61M | 0.0% | -9.7% | 0.007% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 2,356 | $221K | 0.0% | -8.8% | 0.001% | |
| 7/29/2025 | Private Trust Co. NA | 34,295 | $3.22M | 0.3% | +10.1% | 0.008% | |
| 7/29/2025 | Two West Capital Advisors LLC | 13,681 | $1.27M | 0.8% | +54.2% | 0.003% | |
| 7/29/2025 | Latitude Advisors LLC | 6,482 | $609K | 0.3% | -7.8% | 0.002% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 215,728 | $20.26M | 3.4% | -1.9% | 0.051% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 15,486 | $1.45M | 1.0% | -0.8% | 0.004% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 24,342 | $2.29M | 0.2% | N/A | 0.006% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 50,230 | $4.72M | 1.0% | +4.0% | 0.012% | |
| 7/28/2025 | RCS Financial Planning LLC | 10,640 | $999K | 0.5% | +3.5% | 0.003% | |
| 7/28/2025 | Allianz Asset Management GmbH | 584,393 | $54.87M | 0.1% | +2.2% | 0.138% | |
| 7/28/2025 | Patten & Patten Inc. TN | 14,927 | $1.40M | 0.1% | +6.5% | 0.004% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 8,568 | $804K | 0.2% | -10.2% | 0.002% | |
| 7/28/2025 | Mutual Advisors LLC | 37,145 | $3.46M | 0.1% | -1.9% | 0.009% | |
| 7/28/2025 | Harbour Investments Inc. | 91,135 | $8.56M | 0.2% | +1.7% | 0.021% | |
| 7/28/2025 | JGP Wealth Management LLC | 18,727 | $1.76M | 0.2% | +49.0% | 0.004% | |
| 7/28/2025 | Cypress Wealth Services LLC | 45,484 | $4.27M | 0.8% | +4.5% | 0.011% | |
| 7/28/2025 | Courier Capital LLC | 187,383 | $17.59M | 1.1% | +15.9% | 0.044% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 9,080 | $852K | 0.0% | +11.7% | 0.002% | |
| 7/28/2025 | RFG Advisory LLC | 5,263 | $494K | 0.0% | -49.9% | 0.001% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 20,259 | $1.90M | 0.0% | +21.1% | 0.005% | |
| 7/28/2025 | Hudson Capital Management LLC | 103,436 | $9.71M | 2.8% | -0.5% | 0.024% | |
| 7/25/2025 | Community Bank N.A. | 23,019 | $2.16M | 0.3% | +33.4% | 0.005% | |
| 7/25/2025 | Northwest Capital Management Inc | 40,643 | $3.82M | 2.1% | -34.1% | 0.010% | |
| 7/25/2025 | NorthRock Partners LLC | 13,878 | $1.30M | 0.0% | +7.2% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 202,581 | $19.00M | 0.4% | -34.9% | 0.048% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,887,625 | $177.23M | 0.7% | -9.3% | 0.450% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 45,924 | $4.31M | 0.0% | -1.8% | 0.011% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 2,207 | $207K | 0.1% | N/A | 0.001% | |
| 7/25/2025 | Lion Street Advisors LLC | 20,455 | $1.92M | 0.6% | +9.0% | 0.005% | |
| 7/25/2025 | MGO One Seven LLC | 18,773 | $1.76M | 0.1% | +218.0% | 0.004% | |
| 7/25/2025 | ONE Advisory Partners LLC | 5,066 | $471K | 0.2% | +13.0% | 0.001% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 196,005 | $18.40M | 0.0% | +0.8% | 0.047% | |
| 7/25/2025 | RHS Financial LLC | 19,212 | $1.80M | 1.0% | +17.9% | 0.005% | |
| 7/25/2025 | Clarendon Private LLC | 10,479 | $984K | 0.9% | +5.3% | 0.003% | |
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| 7/25/2025 | LRI Investments LLC | 320 | $30K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | CWM LLC | 1,937,822 | $181.94M | 0.6% | -4.1% | 0.462% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 19,301 | $1.81M | 0.2% | -6.2% | 0.005% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 30,785 | $2.89M | 0.1% | +57.1% | 0.007% | |
| 7/25/2025 | Apollon Wealth Management LLC | 32,659 | $3.07M | 0.1% | +7.1% | 0.008% | |
| 7/25/2025 | Natural Investments LLC | 7,273 | $682K | 0.2% | -24.2% | 0.002% | |
| 7/25/2025 | Richardson Financial Services Inc. | 991 | $93K | 0.1% | -42.2% | 0.000% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 3,515 | $330K | 0.3% | -9.5% | 0.001% | |
| 7/24/2025 | Lindenwold Advisors INC | 67,783 | $6.36M | 3.3% | +12.0% | 0.016% | |
| 7/24/2025 | JB Capital LLC | 286,448 | $26.90M | 1.3% | +5.7% | 0.068% | |
