| 8/19/2025 | Advisory Services Network LLC | 36,318 | $1.09M | 0.0% | +3.3% | 0.019% | |
| 8/19/2025 | Asset Dedication LLC | 2,492,664 | $73.98M | 5.4% | -0.4% | 1.314% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 158,762 | $4.71M | 0.1% | +2.8% | 0.084% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 175,261 | $5.20M | 3.2% | -2.5% | 0.092% | |
| 8/15/2025 | Corient Private Wealth LLC | 6,589,610 | $195.84M | 0.3% | +1.6% | 3.474% | |
| 8/15/2025 | WealthCollab LLC | 2,601 | $77K | 0.0% | N/A | 0.001% | |
| 8/15/2025 | Captrust Financial Advisors | 94,264 | $2.80M | 0.0% | +1.2% | 0.050% | |
| 8/15/2025 | Visionary Wealth Advisors | 59,551 | $1.77M | 0.1% | +20.6% | 0.031% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 494,242 | $15.37M | 0.1% | +319.2% | 0.261% | |
| 8/15/2025 | MML Investors Services LLC | 430,714 | $12.78M | 0.0% | +6.4% | 0.227% | |
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| 8/15/2025 | Monograph Wealth Advisors LLC | 756,742 | $22.46M | 2.8% | +30.6% | 0.399% | |
| 8/15/2025 | Modern Wealth Management LLC | 171,995 | $5.11M | 0.1% | N/A | 0.091% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 20,756 | $616K | 0.0% | +78.3% | 0.011% | |
| 8/15/2025 | EP Wealth Advisors LLC | 164,283 | $4.88M | 0.0% | -21.8% | 0.087% | |
| 8/15/2025 | Eaton Cambridge Inc. | 620,890 | $18.43M | 7.0% | +10.0% | 0.327% | |
| 8/15/2025 | Essential Planning LLC. | 22,431 | $666K | 0.2% | +42.1% | 0.012% | |
| 8/15/2025 | Bank of America Corp DE | 683,643 | $20.29M | 0.0% | +1.9% | 0.360% | |
| 8/14/2025 | Vista Capital Partners Inc. | 118,726 | $3.52M | 0.4% | +217.7% | 0.063% | |
| 8/14/2025 | Jane Street Group LLC | 940,470 | $27.91M | 0.0% | -33.8% | 0.496% | |
| 8/14/2025 | Raymond James Financial Inc. | 36,705 | $1.09M | 0.0% | -56.4% | 0.019% | |
| 8/14/2025 | Betterment LLC | 812,552 | $24.12M | 0.1% | -7.4% | 0.428% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 480,867 | $14.27M | 0.2% | +25.9% | 0.253% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 12,107 | $359K | 0.0% | -10.7% | 0.006% | |
| 8/14/2025 | NewEdge Advisors LLC | 498,496 | $14.80M | 0.1% | -2.1% | 0.263% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 2,706 | $80K | 0.0% | N/A | 0.001% | |
| 8/14/2025 | DecisionPoint Financial LLC | 350,169 | $10.42M | 2.7% | +1.2% | 0.185% | |
| 8/14/2025 | Daner Wealth Management LLC | 18,536 | $571K | 0.4% | N/A | 0.010% | |
| 8/13/2025 | United Wealth Management LLC | 261,685 | $7.77M | 2.3% | +0.4% | 0.138% | |
| 8/13/2025 | SageView Advisory Group LLC | 38,675 | $1.17M | 0.0% | -2.1% | 0.020% | |
| 8/13/2025 | Cresset Asset Management LLC | 24,991 | $742K | 0.0% | +6.6% | 0.013% | |
| 8/13/2025 | Brown Advisory Inc. | 38,666 | $1.15M | 0.0% | -11.5% | 0.020% | |
| 8/13/2025 | M Holdings Securities Inc. | 33,703 | $997K | 0.2% | N/A | 0.018% | |
| 8/13/2025 | Parkworth Wealth Management Inc. | 120,549 | $3.58M | 2.6% | +1.5% | 0.064% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 70,918 | $2.11M | 0.1% | -10.4% | 0.037% | |
| 8/13/2025 | CW Advisors LLC | 12,691 | $377K | 0.0% | +13.8% | 0.007% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 106,975 | $3.18M | 0.0% | -1.4% | 0.056% | |
| 8/13/2025 | ARK & TLK Investments LLC | 226,160 | $6.71M | 2.2% | -6.4% | 0.119% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 17,273 | $513K | 0.1% | N/A | 0.009% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 187,758 | $5.57M | 0.0% | +150.8% | 0.099% | |
| 8/12/2025 | Burk Holdings LLC | 286,395 | $8.50M | 5.3% | N/A | 0.151% | |
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| 8/12/2025 | Kaye Capital Management | 171,995 | $5.11M | 2.0% | +689.4% | 0.091% | |
| 8/12/2025 | CreativeOne Wealth LLC | 23,299 | $692K | 0.0% | +11.0% | 0.012% | |
| 8/12/2025 | Hill Investment Group Partners LLC | 1,455,808 | $43.21M | 5.6% | -9.5% | 0.767% | |
| 8/12/2025 | Legacy Financial Group Inc. | 103,913 | $3.08M | 0.9% | +2.7% | 0.055% | |
| 8/12/2025 | Tableaux LLC | 7,733 | $223K | 0.0% | N/A | 0.004% | |
| 8/12/2025 | Watchman Group Inc. | 349,620 | $10.38M | 2.7% | -0.1% | 0.184% | |
| 8/12/2025 | JPMorgan Chase & Co. | 86,417 | $2.57M | 0.0% | -1.8% | 0.046% | |
| 8/12/2025 | Passive Capital Management LLC. | 196,390 | $5.85M | 1.8% | +7.2% | 0.104% | |
| 8/11/2025 | Copperleaf Capital LLC | 44,333 | $1.32M | 0.7% | +10.9% | 0.023% | |
| 8/11/2025 | Morling Financial Advisors LLC | 14,946 | $444K | 0.1% | +3.4% | 0.008% | |
| 8/11/2025 | Wealthspire Advisors LLC | 20,747 | $616K | 0.0% | +22.0% | 0.011% | |
| 8/11/2025 | Rockbridge Investment Management LCC | 910,315 | $27.02M | 2.9% | +6.2% | 0.480% | |
| 8/11/2025 | Mosaic Family Wealth Partners LLC | 1,061,221 | $31.50M | 4.0% | -1.1% | 0.559% | |
| 8/11/2025 | Pinnacle Financial Group LLC IL | 701,703 | $20.83M | 7.0% | -1.5% | 0.370% | |
| 8/11/2025 | Foundation Wealth Management LLC PA | 258,032 | $7.66M | 3.3% | +7.9% | 0.136% | |
| 8/8/2025 | Tortoise Investment Management LLC | 15,815 | $469K | 0.0% | -34.4% | 0.008% | |
| 8/8/2025 | MTM Investment Management LLC | 2,577 | $76K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | Sequoia Financial Advisors LLC | 4,632,242 | $137.49M | 0.4% | +10.1% | 2.442% | |
| 8/8/2025 | Pinney & Scofield Inc. | 49,840 | $1.48M | 1.0% | +2.5% | 0.026% | |
| 8/8/2025 | Cetera Investment Advisers | 14,855 | $441K | 0.0% | N/A | 0.008% | |
| 8/8/2025 | Keyvantage Wealth LLC | 258,540 | $7.67M | 3.4% | +3.9% | 0.136% | |
| 8/8/2025 | Creative Planning | 162,739 | $4.83M | 0.0% | +2.9% | 0.086% | |
| 8/8/2025 | Altiora Financial Group LLC | 43,378 | $1.29M | 0.3% | +2.8% | 0.023% | |
| 8/8/2025 | Truepoint Inc. | 4,494,116 | $133.39M | 3.3% | -8.4% | 2.369% | |
| 8/8/2025 | Your Advocates Ltd. LLP | 881,412 | $26.16M | 9.4% | -2.0% | 0.465% | |
| 8/8/2025 | W.H. Cornerstone Investments Inc. | 94,613 | $2.81M | 1.8% | +15.4% | 0.050% | |
| 8/8/2025 | SageOak Financial LLC | 182,717 | $5.42M | 4.3% | +3.8% | 0.096% | |
| 8/8/2025 | Austin Wealth Management LLC | 160,133 | $4.79M | 0.9% | -60.4% | 0.084% | |
| 8/8/2025 | VeraBank N.A. | 92,568 | $2.75M | 0.6% | -11.4% | 0.049% | |
| 8/7/2025 | Cascade Financial Partners LLC | 10,500 | $312K | 0.0% | N/A | 0.006% | |
| 8/7/2025 | Nwam LLC | 28,779 | $867K | 0.1% | +103.2% | 0.015% | |
| 8/7/2025 | Timonier Family Office LTD. | 261,513 | $7.76M | 2.9% | +14.4% | 0.138% | |
| 8/7/2025 | Allworth Financial LP | 240,110 | $7.13M | 0.0% | -25.5% | 0.127% | |
| 8/7/2025 | Tillman Hartley LLC | 255,626 | $7.59M | 2.1% | -10.8% | 0.135% | |
| 8/7/2025 | Midwest Trust Co | 215,150 | $6.39M | 0.1% | N/A | 0.113% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 888 | $26K | 0.0% | -69.2% | 0.000% | |
| 8/6/2025 | True Wealth Design LLC | 16,092 | $478K | 0.2% | -5.9% | 0.008% | |
| 8/6/2025 | Rialto Wealth Management LLC | 64,156 | $1.90M | 0.5% | +16.6% | 0.034% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 948,376 | $28.15M | 0.4% | +102.8% | 0.500% | |
| 8/6/2025 | Longview Financial Advisors LLC | 179,461 | $5.33M | 3.3% | -1.2% | 0.095% | |
| 8/6/2025 | Savant Capital LLC | 1,550,355 | $46.02M | 0.3% | +49.4% | 0.817% | |
| 8/6/2025 | OneAscent Family Office LLC | 7,057 | $209K | 0.2% | N/A | 0.004% | |
| 8/6/2025 | Stone House Investment Management LLC | 2,870 | $85K | 0.0% | +287.8% | 0.002% | |
| 8/6/2025 | Entrewealth LLC | 50,747 | $1.51M | 1.0% | -43.6% | 0.027% | |
| 8/6/2025 | Cloud Capital Management LLC | 76,463 | $2.30M | 1.4% | +16.3% | 0.040% | |
| 8/6/2025 | Financial Alternatives Inc | 57,259 | $1.70M | 1.1% | -0.9% | 0.030% | |
| 8/5/2025 | Oakwell Private Wealth Management LLC | 1,005,577 | $29.85M | 6.9% | +9.1% | 0.530% | |
| 8/5/2025 | Clarity Wealth Development LLC | 188,021 | $5.58M | 5.6% | +2.6% | 0.099% | |
| 8/5/2025 | WorthPointe LLC | 7,568 | $225K | 0.1% | -5.1% | 0.004% | |
| 8/5/2025 | American Capital Advisory LLC | 77,241 | $2.29M | 1.1% | +4.2% | 0.041% | |
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| 8/5/2025 | Bridgewater Advisors Inc. | 97,744 | $2.97M | 0.2% | -1.3% | 0.052% | |
| 8/5/2025 | Astra Wealth Partners LLC | 16,136 | $479K | 0.4% | +55.3% | 0.009% | |
| 8/5/2025 | Bank of Montreal Can | 1,403,528 | $41.66M | 0.0% | +7.7% | 0.740% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 140,055 | $4.17M | 1.9% | -1.2% | 0.074% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 6,850 | $203K | 0.0% | N/A | 0.004% | |
| 8/5/2025 | Sensible Money LLC | 666,451 | $19.78M | 7.5% | +4.5% | 0.351% | |
| 8/5/2025 | Avant Financial Advisors LLC | 134,190 | $3.98M | 3.3% | +0.6% | 0.071% | |
| 8/4/2025 | Syverson Strege & Co | 819,222 | $24.31M | 5.7% | +24.3% | 0.432% | |
| 8/4/2025 | Integrity Alliance LLC. | 252,704 | $7.50M | 0.4% | +0.9% | 0.133% | |
| 8/4/2025 | Earned Wealth Advisors LLC | 20,868 | $619K | 0.1% | +8.4% | 0.011% | |
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