| 8/1/2025 | Motco | 3,544 | $104K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | JDH Wealth Management LLC | 51,097 | $1.48M | 1.1% | N/A | 0.024% | |
| 8/1/2025 | PCA Investment Advisory Services Inc. | 236,097 | $6.84M | 2.9% | +7.0% | 0.112% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 54,835 | $1.59M | 1.3% | +283.7% | 0.026% | |
| 8/1/2025 | Zhang Financial LLC | 68,293 | $1.98M | 0.1% | +15.2% | 0.032% | |
| 8/1/2025 | Heritage Wealth Management Inc. Texas | 150,272 | $4.34M | 2.2% | -2.2% | 0.071% | |
| 8/1/2025 | Advisory Alpha LLC | 215,910 | $6.25M | 0.2% | +4.1% | 0.102% | |
| 8/1/2025 | Penobscot Wealth Management | 116,272 | $3.37M | 1.2% | +80.4% | 0.055% | |
| 8/1/2025 | First Command Advisory Services Inc. | 12,418 | $360K | 0.0% | -25.4% | 0.006% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 5,176 | $150K | 0.1% | -7.3% | 0.002% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 2,332,326 | $67.52M | 0.0% | +1.6% | 1.104% | |
| 7/31/2025 | Wealthfront Advisers LLC | 39,490 | $1.14M | 0.0% | +25.2% | 0.019% | |
| 7/31/2025 | Orion Capital Management LLC | 4,140 | $120K | 0.0% | -49.9% | 0.002% | |
| 7/31/2025 | Brighton Jones LLC | 562,899 | $16.30M | 0.4% | +10.1% | 0.266% | |
| 7/31/2025 | CVA Family Office LLC | 53,026 | $1.54M | 0.2% | -0.9% | 0.025% | |
| 7/31/2025 | BIP Wealth LLC | 27,650 | $800K | 0.0% | +138.8% | 0.013% | |
| 7/31/2025 | City State Bank | 80,847 | $2.34M | 0.7% | +5.8% | 0.038% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 963,671 | $27.90M | 0.4% | +34.7% | 0.456% | |
| 7/31/2025 | Curio Wealth LLC | 177,328 | $5.13M | 2.2% | +53,963.4% | 0.084% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 92,236 | $2.67M | 1.0% | -21.3% | 0.044% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 3,696 | $107K | 0.0% | -22.5% | 0.002% | |
| 7/31/2025 | AlTi Global Inc. | 322,097 | $9.33M | 0.2% | +193.3% | 0.152% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 75,545 | $2.19M | 0.3% | +8.3% | 0.036% | |
| 7/30/2025 | Freedom Investment Management Inc. | 624,910 | $18.09M | 1.4% | -8.4% | 0.296% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 20,684 | $599K | 0.0% | -3.9% | 0.010% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 327,854 | $9.49M | 0.3% | +0.2% | 0.155% | |
| 7/30/2025 | D.A. Davidson & CO. | 15,493 | $449K | 0.0% | +20.4% | 0.007% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 238,844 | $6.93M | 0.8% | -0.6% | 0.113% | |
| 7/30/2025 | Clune & Associates LTD. | 93,855 | $2.72M | 0.7% | +11.0% | 0.044% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 285,802 | $8.27M | 1.9% | -0.4% | 0.135% | |
| 7/30/2025 | Drive Wealth Management LLC | 7,873 | $228K | 0.0% | -31.9% | 0.004% | |
| 7/29/2025 | Financial Symmetry Inc | 83,794 | $2.43M | 1.3% | -4.2% | 0.040% | |
| 7/29/2025 | Grunden Financial Advisory Inc. | 43,218 | $1.25M | 0.6% | N/A | 0.020% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 37,489 | $1.12M | 0.0% | +3.5% | 0.018% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 104,040 | $3.01M | 2.7% | +26.8% | 0.049% | |
| 7/29/2025 | Disciplined Investments LLC | 265,962 | $7.70M | 3.3% | +11.3% | 0.126% | |
| 7/29/2025 | First Bancorp Inc ME | 454,237 | $13.15M | 7.6% | +40.8% | 0.215% | |
| 7/29/2025 | Catalyst Capital Advisors LLC | 1,697,608 | $49.15M | 1.0% | -13.6% | 0.803% | |
| 7/29/2025 | Monument Group Wealth Advisors LLC | 235,229 | $6.81M | 4.3% | +2.5% | 0.111% | |
| 7/29/2025 | Foster & Motley Inc. | 29,943 | $867K | 0.1% | -8.5% | 0.014% | |
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| 7/29/2025 | Spectrum Investment Advisors Inc. | 289,467 | $8.38M | 4.9% | +6.9% | 0.137% | |
| 7/29/2025 | Arista Wealth Management LLC | 601,025 | $17.40M | 2.4% | +2.9% | 0.284% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,294 | $356K | 0.0% | +6.4% | 0.006% | |
| 7/29/2025 | Private Trust Co. NA | 22,093 | $640K | 0.1% | -3.3% | 0.010% | |
| 7/29/2025 | Graver Capital Management LLC | 227,154 | $6.58M | 5.8% | +7.4% | 0.108% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 45,188 | $1.31M | 0.2% | +1.6% | 0.021% | |
| 7/29/2025 | Aire Advisors LLC | 23,793 | $689K | 0.1% | +52.1% | 0.011% | |
| 7/28/2025 | Wealthspan Partners LLC | 7,145 | $207K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 144,115 | $4.17M | 0.9% | +0.6% | 0.068% | |
| 7/28/2025 | RCS Financial Planning LLC | 35,821 | $1.04M | 0.5% | -59.9% | 0.017% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 44,810 | $1.30M | 0.5% | +42.2% | 0.021% | |
| 7/28/2025 | Mutual Advisors LLC | 55,527 | $1.65M | 0.0% | +5.7% | 0.026% | |
| 7/28/2025 | Strategent Financial LLC | 8,486 | $246K | 0.2% | N/A | 0.004% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 14,181 | $411K | 0.2% | N/A | 0.007% | |
| 7/28/2025 | Heritage Wealth Management Inc. CA | 76,067 | $2.20M | 1.5% | +2.8% | 0.036% | |
| 7/28/2025 | Baker Boyer National Bank | 92,586 | $2.68M | 0.9% | -2.4% | 0.044% | |
| 7/28/2025 | RFG Advisory LLC | 84,607 | $2.45M | 0.1% | -9.3% | 0.040% | |
| 7/25/2025 | Concord Asset Management LLC VA | 8,276 | $240K | 0.0% | N/A | 0.004% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 14,778 | $428K | 0.1% | -3.3% | 0.007% | |
| 7/25/2025 | Ellis Investment Partners LLC | 24,992 | $724K | 0.1% | +1.4% | 0.012% | |
| 7/25/2025 | Index Fund Advisors Inc. | 526,905 | $15.25M | 0.9% | +8.7% | 0.249% | |
| 7/25/2025 | G2 Capital Management LLC OH | 13,377 | $387K | 0.1% | +7.8% | 0.006% | |
| 7/25/2025 | CWM LLC | 1,123,325 | $32.52M | 0.1% | -2.6% | 0.532% | |
| 7/25/2025 | Apollon Wealth Management LLC | 17,789 | $515K | 0.0% | +11.1% | 0.008% | |
| 7/25/2025 | PrairieView Partners LLC | 71,750 | $2.08M | 0.2% | +24.8% | 0.034% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 131,790 | $3.82M | 2.6% | +55.7% | 0.062% | |
| 7/24/2025 | FinDec Wealth Services Inc. | 91,049 | $2.64M | 2.8% | -19.0% | 0.043% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 670,251 | $19.40M | 1.2% | -0.8% | 0.317% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 12,667 | $367K | 0.8% | -17.1% | 0.006% | |
| 7/24/2025 | Blue Trust Inc. | 106,812 | $3.09M | 0.0% | +3.0% | 0.051% | |
| 7/24/2025 | rebel Financial LLC | 29,762 | $862K | 0.4% | N/A | 0.014% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 7,501 | $217K | 0.1% | N/A | 0.004% | |
| 7/24/2025 | IFP Advisors Inc | 31,802 | $921K | 0.0% | -73.2% | 0.015% | |
| 7/24/2025 | Grand Wealth Management LLC | 1,590 | $46K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | True Link Financial Advisors LLC | 1,714,470 | $49.63M | 3.4% | +3.9% | 0.811% | |
| 7/24/2025 | Edge Financial Advisors LLC | 86,976 | $2.52M | 1.3% | +18.7% | 0.041% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 39,920 | $1.16M | 0.6% | +7.0% | 0.019% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 19,760 | $572K | 0.5% | -3.4% | 0.009% | |
| 7/23/2025 | Morton Capital Management LLC CA | 29,704 | $860K | 0.2% | -8.6% | 0.014% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 181,127 | $5.24M | 1.8% | +4.4% | 0.086% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 181,232 | $5.25M | 0.3% | +14.7% | 0.086% | |
| 7/23/2025 | Colony Family Offices LLC | 712,989 | $20.64M | 5.3% | +32.1% | 0.337% | |
| 7/23/2025 | Canopy Partners LLC | 11,863 | $343K | 0.1% | +22.9% | 0.006% | |
| 7/23/2025 | Wealth Management Nebraska | 601,614 | $17.35M | 2.5% | +4.8% | 0.285% | |
| 7/23/2025 | HMV Wealth Advisors LLC | 15,965 | $462K | 0.3% | N/A | 0.008% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 879,739 | $25.47M | 0.3% | -4.1% | 0.416% | |
| 7/22/2025 | Aquire Wealth Advisors LLC | 1,094,058 | $31.67M | 8.5% | -12.9% | 0.518% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 403,358 | $11.68M | 0.6% | +6.8% | 0.191% | |
| 7/22/2025 | AWM Capital LLC | 444,832 | $12.88M | 1.4% | +23.7% | 0.211% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 20,781 | $602K | 0.0% | -14.9% | 0.010% | |
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| 7/22/2025 | Grimes & Company Inc. | 429,356 | $12.43M | 0.3% | +13.4% | 0.203% | |
| 7/22/2025 | Sutton Place Investors LLC | 181,273 | $5.25M | 3.2% | +1.7% | 0.086% | |
| 7/22/2025 | Berger Financial Group Inc | 686,092 | $19.86M | 1.3% | +2.9% | 0.325% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 32,559 | $943K | 0.4% | +12.4% | 0.015% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 116,713 | $3.38M | 1.0% | +6.0% | 0.055% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 65,518 | $1.90M | 1.0% | -1.7% | 0.031% | |
| 7/21/2025 | Keb Asset Management LLC | 188,322 | $5.45M | 1.4% | +4.1% | 0.089% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 564,701 | $16.35M | 5.8% | +0.8% | 0.267% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 14,982 | $434K | 0.0% | -48.8% | 0.007% | |
| 7/21/2025 | 1900 Wealth Management LLC | 61,173 | $1.77M | 0.1% | -10.2% | 0.029% | |
