| 8/1/2025 | Motco | 4,759 | $202K | 0.0% | -26.8% | 0.002% | |
| 8/1/2025 | JDH Wealth Management LLC | 227,770 | $9.63M | 7.4% | +5.9% | 0.083% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 103,100 | $4.36M | 3.6% | -5.1% | 0.038% | |
| 8/1/2025 | Zhang Financial LLC | 69,684 | $2.95M | 0.1% | -0.9% | 0.025% | |
| 8/1/2025 | Heritage Wealth Management Inc. Texas | 673,361 | $28.49M | 14.2% | -7.5% | 0.246% | |
| 8/1/2025 | Clark Asset Management LLC | 26,431 | $1.12M | 0.2% | +45.0% | 0.010% | |
| 8/1/2025 | Liberty Wealth Management LLC | 10,702 | $452K | 0.1% | -44.9% | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,752,400 | $1.34B | 0.4% | +4.2% | 11.606% | |
| 7/31/2025 | Orion Capital Management LLC | 7,846 | $332K | 0.1% | +218.3% | 0.003% | |
| 7/31/2025 | Schoolcraft Capital LLC | 1,069,772 | $45.23M | 9.2% | -1.3% | 0.391% | |
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| 7/31/2025 | Brighton Jones LLC | 28,387 | $1.20M | 0.0% | +2.7% | 0.010% | |
| 7/31/2025 | Leavell Investment Management Inc. | 5,384 | $228K | 0.0% | -12.0% | 0.002% | |
| 7/31/2025 | BIP Wealth LLC | 255,987 | $10.82M | 0.7% | +4.4% | 0.094% | |
| 7/31/2025 | Aspen Capital Management LLC | 78,330 | $3.31M | 0.9% | -1.3% | 0.029% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 4,538,175 | $191.87M | 2.6% | -2.5% | 1.659% | |
| 7/31/2025 | Curio Wealth LLC | 42,498 | $1.80M | 0.8% | +354,050.0% | 0.016% | |
| 7/31/2025 | LJI Wealth Management LLC | 38,012 | $1.61M | 0.3% | +30.2% | 0.014% | |
| 7/31/2025 | Intelligent Financial Strategies | 110,788 | $4.68M | 2.5% | -2.3% | 0.040% | |
| 7/31/2025 | Carnegie Investment Counsel | 4,764 | $201K | 0.0% | N/A | 0.002% | |
| 7/31/2025 | Planning Center Inc. | 797,081 | $33.70M | 3.7% | +3.4% | 0.291% | |
| 7/30/2025 | Bayshore Asset Management LLC | 508,436 | $21.50M | 9.8% | -2.1% | 0.186% | |
| 7/30/2025 | EnRich Financial Partners LLC | 136,489 | $5.77M | 1.8% | -1.9% | 0.050% | |
| 7/30/2025 | Freedom Investment Management Inc. | 51,421 | $2.17M | 0.2% | -0.8% | 0.019% | |
| 7/30/2025 | Forum Financial Management LP | 1,206,382 | $51.01M | 0.8% | -0.7% | 0.441% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 19,700 | $833K | 0.1% | -2.3% | 0.007% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 161,656 | $6.84M | 0.2% | -6.3% | 0.059% | |
| 7/30/2025 | Brookstone Capital Management | 8,107 | $343K | 0.0% | -22.0% | 0.003% | |
| 7/30/2025 | D.A. Davidson & CO. | 16,768 | $709K | 0.0% | -5.4% | 0.006% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 1,715,438 | $73.52M | 8.4% | -0.3% | 0.627% | |
| 7/30/2025 | Clune & Associates LTD. | 473,382 | $20.02M | 5.5% | +4.9% | 0.173% | |
| 7/30/2025 | Drive Wealth Management LLC | 18,724 | $792K | 0.2% | -2.8% | 0.007% | |
| 7/29/2025 | Grunden Financial Advisory Inc. | 378,925 | $16.02M | 7.1% | -1.3% | 0.139% | |
| 7/29/2025 | Disciplined Investments LLC | 67,289 | $2.85M | 1.2% | +1.3% | 0.025% | |
| 7/29/2025 | Financial Synergies Wealth Advisors Inc. | 317,230 | $13.41M | 1.5% | +0.3% | 0.116% | |
| 7/29/2025 | First Bancorp Inc ME | 5,844 | $247K | 0.1% | N/A | 0.002% | |
| 7/29/2025 | Aspiriant LLC | 720,613 | $30.47M | 1.0% | +2.6% | 0.263% | |
| 7/29/2025 | Kondo Wealth Advisors Inc. | 149,426 | $6.40M | 2.8% | +0.9% | 0.055% | |
| 7/29/2025 | Lutz Financial Services LLC | 130,688 | $5.53M | 0.4% | -1.5% | 0.048% | |
| 7/29/2025 | Private Trust Co. NA | 12,356 | $522K | 0.0% | -19.9% | 0.005% | |
| 7/29/2025 | Angeles Wealth Management LLC | 29,648 | $1.25M | 0.1% | -13.6% | 0.011% | |
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| 7/29/2025 | TFC Financial Management Inc. | 941,019 | $39.79M | 5.5% | -0.1% | 0.344% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 187,485 | $7.93M | 1.5% | -8.7% | 0.069% | |
| 7/28/2025 | Dixon Fnancial Services Inc. | 771,282 | $32.61M | 16.5% | -0.5% | 0.282% | |
| 7/28/2025 | IFG Advisors LLC | 41,181 | $1.74M | 0.3% | -0.8% | 0.015% | |
| 7/28/2025 | Mutual Advisors LLC | 25,077 | $1.09M | 0.0% | -4.7% | 0.009% | |
| 7/28/2025 | Disciplined Equity Management Inc. | 746,866 | $31.58M | 18.5% | +9.5% | 0.273% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 16,821 | $711K | 0.3% | -4.8% | 0.006% | |
| 7/28/2025 | Harbour Investments Inc. | 6,473 | $274K | 0.0% | +25.1% | 0.002% | |
| 7/28/2025 | Cypress Wealth Services LLC | 53,841 | $2.28M | 0.4% | -1.7% | 0.020% | |
| 7/28/2025 | Baker Boyer National Bank | 454,213 | $19.20M | 6.6% | -2.8% | 0.166% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 9,259 | $391K | 0.1% | -6.5% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 19,048 | $807K | 0.0% | +1.7% | 0.007% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 154,479 | $6.53M | 0.0% | -0.3% | 0.056% | |
| 7/25/2025 | Wealth Architects LLC | 731,241 | $30.92M | 3.1% | +2.6% | 0.267% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 388,473 | $16.43M | 0.1% | -3.9% | 0.142% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 352,788 | $14.92M | 4.4% | -0.5% | 0.129% | |
| 7/25/2025 | MGO One Seven LLC | 6,504 | $275K | 0.0% | +25.1% | 0.002% | |
| 7/25/2025 | Index Fund Advisors Inc. | 5,267,199 | $222.70M | 12.5% | -2.6% | 1.925% | |
| 7/25/2025 | LRI Investments LLC | 549,843 | $23.25M | 1.8% | +3.7% | 0.201% | |
| 7/25/2025 | CWM LLC | 80,712 | $3.41M | 0.0% | +3.4% | 0.030% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 6,925 | $293K | 0.1% | N/A | 0.003% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 151,338 | $6.40M | 0.4% | -4.9% | 0.055% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 64,652 | $2.73M | 0.1% | +0.6% | 0.024% | |
| 7/24/2025 | IFP Advisors Inc | 19,028 | $805K | 0.0% | +403.0% | 0.007% | |
| 7/24/2025 | Blair William & Co. IL | 45,331 | $1.92M | 0.0% | +3.9% | 0.017% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 80,621 | $3.41M | 1.8% | -3.9% | 0.029% | |
| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 22,114 | $935K | 0.2% | -4.0% | 0.008% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 827,304 | $34.98M | 2.1% | -3.0% | 0.297% | |
| 7/23/2025 | TPG Financial Advisors LLC | 12,570 | $531K | 0.2% | -14.8% | 0.005% | |
| 7/23/2025 | Bellevue Asset Management LLC | 3,743 | $158K | 0.1% | N/A | 0.001% | |
| 7/23/2025 | Wealth Management Nebraska | 713,723 | $30.08M | 4.3% | +0.2% | 0.256% | |
| 7/23/2025 | Asset Planning Corporation | 29,156 | $1.23M | 0.7% | -13.5% | 0.010% | |
| 7/23/2025 | Roundview Capital LLC | 7,626 | $322K | 0.0% | N/A | 0.003% | |
| 7/23/2025 | HMV Wealth Advisors LLC | 92,068 | $3.89M | 2.6% | +24.7% | 0.033% | |
| 7/23/2025 | Pillar Financial Advisors LLC | 353,768 | $14.96M | 10.3% | -0.1% | 0.127% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 31,800 | $1.34M | 0.0% | -93.4% | 0.011% | |
| 7/22/2025 | Evensky & Katz LLC | 117,279 | $4.96M | 0.3% | -2.0% | 0.042% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 306,141 | $12.94M | 0.7% | +13.5% | 0.110% | |
| 7/22/2025 | AWM Capital LLC | 20,017 | $846K | 0.1% | -4.0% | 0.007% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 28,572 | $1.21M | 0.0% | +1.1% | 0.010% | |
| 7/22/2025 | David Wealth Management LLC | 21,032 | $889K | 0.7% | -1.5% | 0.008% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 37,062 | $1.57M | 0.4% | +2.0% | 0.013% | |
| 7/22/2025 | Marietta Wealth Management LLC | 20,970 | $887K | 0.1% | -4.1% | 0.008% | |
| 7/22/2025 | Simplicity Wealth LLC | 234,898 | $9.93M | 0.4% | +100.7% | 0.084% | |
| 7/22/2025 | Berger Financial Group Inc | 17,304 | $732K | 0.0% | -9.4% | 0.006% | |
| 7/22/2025 | Noble Family Wealth LLC | 11,592 | $490K | 0.1% | N/A | 0.004% | |
| 7/21/2025 | QRG Capital Management Inc. | 13,128 | $555K | 0.0% | -8.1% | 0.005% | |
| 7/21/2025 | Keb Asset Management LLC | 789,310 | $33.37M | 8.3% | -3.9% | 0.283% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,021 | $85K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,730,157 | $115.43M | 2.6% | -1.2% | 0.979% | |
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| 7/21/2025 | Yeomans Consulting Group Inc. | 106,269 | $4.55M | 1.9% | +3.9% | 0.038% | |
| 7/21/2025 | 1900 Wealth Management LLC | 529,134 | $22.37M | 1.7% | -2.5% | 0.190% | |
| 7/21/2025 | Family CFO Inc | 53,193 | $2.25M | 1.1% | +7.6% | 0.019% | |
| 7/21/2025 | Abacus Planning Group Inc. | 438,020 | $18.52M | 2.0% | N/A | 0.157% | |
| 7/21/2025 | Hilltop National Bank | 2,497 | $106K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Matauro LLC | 52,835 | $2.23M | 0.4% | -8.4% | 0.019% | |
| 7/18/2025 | TruNorth Capital Management LLC | 163,735 | $6.92M | 1.5% | -0.1% | 0.059% | |
| 7/18/2025 | Benchmark Wealth Management LLC | 22,530 | $953K | 0.4% | +32.9% | 0.008% | |
| 7/18/2025 | Meritas Wealth Management LLC | 589,224 | $24.91M | 13.7% | -1.7% | 0.211% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 692,196 | $29.27M | 16.9% | +2.2% | 0.248% | |
