| 8/1/2025 | Strategic Financial Services Inc. | 949,667 | $37.66M | 2.0% | +7.7% | 0.923% | |
| 8/1/2025 | SYM FINANCIAL Corp | 5,050 | $200K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 42,905 | $1.70M | 0.1% | +57.7% | 0.042% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,307,425 | $131.17M | 0.0% | +3.0% | 3.214% | |
| 7/31/2025 | Wealthfront Advisers LLC | 10,941 | $434K | 0.0% | +25.9% | 0.011% | |
| 7/31/2025 | Hixon Zuercher LLC | 554,790 | $22.00M | 7.1% | +1.0% | 0.539% | |
| 7/31/2025 | Brighton Jones LLC | 6,081 | $241K | 0.0% | +5.8% | 0.006% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 29,041 | $1.15M | 0.0% | +5.0% | 0.028% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 648,111 | $25.70M | 18.5% | +33.5% | 0.630% | |
| 7/30/2025 | Retirement Planning Group LLC | 87,096 | $3.45M | 0.1% | -1.6% | 0.085% | |
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| 7/30/2025 | Syntegra Private Wealth Group LLC | 49,861 | $1.98M | 0.2% | +43.5% | 0.048% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 55,188 | $2.19M | 0.1% | -4.1% | 0.054% | |
| 7/30/2025 | Drive Wealth Management LLC | 74,651 | $2.96M | 0.6% | +2.7% | 0.073% | |
| 7/29/2025 | Kelman Lazarov Inc. | 957,305 | $37.97M | 6.2% | -0.3% | 0.930% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 28,278 | $1.12M | 0.0% | -77.6% | 0.027% | |
| 7/29/2025 | Private Trust Co. NA | 3,513 | $139K | 0.0% | -23.3% | 0.003% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 76,156 | $3.02M | 2.9% | N/A | 0.074% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 17,705 | $702K | 0.1% | +13.4% | 0.017% | |
| 7/28/2025 | Harbour Investments Inc. | 5,284 | $210K | 0.0% | -11.8% | 0.005% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 78,874 | $3.13M | 1.2% | -1.1% | 0.077% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 49,892 | $1.98M | 0.0% | -56.2% | 0.048% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 446,034 | $17.69M | 0.1% | -3.3% | 0.433% | |
| 7/25/2025 | LRI Investments LLC | 10,928 | $433K | 0.0% | N/A | 0.011% | |
| 7/25/2025 | Prostatis Group LLC | 46,067 | $1.83M | 0.5% | +101.8% | 0.045% | |
| 7/25/2025 | CWM LLC | 310,876 | $12.33M | 0.0% | -2.6% | 0.302% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 22,623 | $897K | 0.0% | +45.1% | 0.022% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 13,706 | $544K | 0.3% | -14.1% | 0.013% | |
| 7/24/2025 | IFP Advisors Inc | 119,325 | $4.73M | 0.1% | +6.1% | 0.116% | |
| 7/24/2025 | Blair William & Co. IL | 2,203 | $87K | 0.0% | -93.3% | 0.002% | |
| 7/24/2025 | GFG Capital LLC | 705,257 | $27.97M | 8.3% | -12.0% | 0.685% | |
| 7/24/2025 | Edge Financial Advisors LLC | 21,307 | $845K | 0.4% | -4.6% | 0.021% | |
| 7/23/2025 | Winthrop Advisory Group LLC | 122,587 | $4.86M | 0.5% | +13.1% | 0.119% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 20,113 | $798K | 0.0% | N/A | 0.020% | |
| 7/22/2025 | Appleton Partners Inc. MA | 434,855 | $17.25M | 1.2% | +0.2% | 0.423% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 8,200 | $325K | 0.1% | N/A | 0.008% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 1,034 | $41K | 0.0% | -55.7% | 0.001% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 217,451 | $8.62M | 0.2% | +1.9% | 0.211% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,705 | $68K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Asset Advisors Investment Management LLC | 161,207 | $6.39M | 0.6% | N/A | 0.157% | |
| 7/21/2025 | 1900 Wealth Management LLC | 280,672 | $11.13M | 0.8% | -1.8% | 0.273% | |
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| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 7,366 | $292K | 0.0% | -21.8% | 0.007% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 23,241 | $922K | 0.1% | -4.3% | 0.023% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 176,397 | $7.00M | 1.6% | +4.0% | 0.171% | |
| 7/18/2025 | Marino Stram & Associates LLC | 8,021 | $318K | 0.1% | +7.1% | 0.008% | |
| 7/18/2025 | SigFig Wealth Management LLC | 4,494,944 | $177.87M | 5.9% | -1.2% | 4.368% | |
| 7/18/2025 | PFG Investments LLC | 20,276 | $804K | 0.0% | +1.4% | 0.020% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 39,846 | $1.58M | 0.2% | +135.8% | 0.039% | |
| 7/18/2025 | Truist Financial Corp | 20,538 | $815K | 0.0% | -2.8% | 0.020% | |
| 7/17/2025 | Emerald Advisors LLC | 42,953 | $1.70M | 0.2% | +65.9% | 0.042% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 23,386 | $927K | 0.4% | -3.4% | 0.023% | |
| 7/17/2025 | White Pine Investment CO | 375,538 | $14.89M | 3.7% | -2.0% | 0.365% | |
| 7/17/2025 | LexAurum Advisors LLC | 489,704 | $19.42M | 3.1% | +25.2% | 0.476% | |
| 7/17/2025 | HB Wealth Management LLC | 2,774,891 | $110.05M | 0.9% | -11.2% | 2.697% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 96,799 | $3.84M | 0.0% | -6.3% | 0.094% | |
| 7/17/2025 | Independence Bank of Kentucky | 1,000 | $40K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Camelot Portfolios LLC | 14,455 | $573K | 0.3% | +19.3% | 0.014% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 15,299 | $607K | 0.1% | +38.4% | 0.015% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 33,905 | $1.35M | 3.2% | -59.9% | 0.033% | |
| 7/16/2025 | Kathmere Capital Management LLC | 54,336 | $2.16M | 0.2% | -4.8% | 0.053% | |
| 7/16/2025 | EdgeRock Capital LLC | 6,946 | $275K | 0.1% | N/A | 0.007% | |
| 7/16/2025 | American National Bank & Trust | 634,663 | $25.17M | 2.6% | -1.1% | 0.617% | |
| 7/16/2025 | Perigon Wealth Management LLC | 18,354 | $728K | 0.0% | +29.4% | 0.018% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,288,458 | $51.10M | 5.7% | +0.3% | 1.252% | |
| 7/14/2025 | Gries Financial LLC | 7,782 | $309K | 0.1% | N/A | 0.008% | |
| 7/14/2025 | Lee Kelleher Wealth Management | 30,567 | $1.21M | 0.8% | -1.7% | 0.030% | |
| 7/14/2025 | Sowell Financial Services LLC | 16,292 | $646K | 0.0% | +109.1% | 0.016% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,896 | $313K | 0.0% | -47.2% | 0.008% | |
| 7/11/2025 | UMB Bank n.a. | 2,803 | $111K | 0.0% | -20.1% | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 171,226 | $6.81M | 0.0% | -22.7% | 0.166% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 66,278 | $2.63M | 0.1% | -25.5% | 0.064% | |
| 7/9/2025 | Channel Wealth LLC | 175,205 | $6.95M | 2.0% | +24.9% | 0.170% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 23,743 | $942K | 0.0% | -95.5% | 0.023% | |
| 7/9/2025 | High Probability Advisors LLC | 927,984 | $36.80M | 5.5% | -7.2% | 0.902% | |
| 7/8/2025 | First National Corp MA ADV | 143,385 | $5.69M | 1.1% | +1.9% | 0.139% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 377,804 | $14.98M | 2.1% | +5.6% | 0.367% | |
| 7/8/2025 | Atwood & Palmer Inc. | 273,743 | $10.86M | 0.7% | -1.9% | 0.266% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 30,347 | $1.20M | 0.2% | -24.5% | 0.029% | |
| 7/7/2025 | Kings Path Partners LLC | 234,753 | $9.31M | 3.7% | -8.9% | 0.228% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 681,505 | $27.02M | 3.4% | -7.7% | 0.662% | |
| 7/1/2025 | Kera Capital Partners Inc. | 377,170 | $14.96M | 2.9% | +3.5% | 0.367% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 83,734 | $3.32M | 1.4% | -4.3% | 0.081% | |
| 6/13/2025 | Optima Capital LLC | 5,826 | $208K | 0.1% | -30.7% | 0.006% | |
| 5/23/2025 | Strategic Financial Services Inc. | 882,042 | $31.45M | 1.8% | -5.3% | 0.865% | |
| 5/20/2025 | Focus Partners Wealth | 6,900 | $246K | 0.0% | -25.6% | 0.007% | |
| 5/20/2025 | Anchor Investment Management LLC | 108,989 | $3.89M | 0.4% | +4.7% | 0.107% | |
| 5/20/2025 | Glenview Trust co | 31,097 | $1.11M | 0.0% | -3.2% | 0.030% | |
| 5/19/2025 | Jane Street Group LLC | 840,320 | $29.96M | 0.0% | +290.2% | 0.824% | |
| 5/16/2025 | Prostatis Group LLC | 22,832 | $814K | 0.3% | +30.4% | 0.022% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 126,076 | $4.50M | 0.1% | +18.2% | 0.124% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 27,201 | $970K | 0.0% | +72.5% | 0.027% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 1,759,487 | $62.73M | 0.0% | -24.9% | 1.710% | |
| 5/16/2025 | NewEdge Advisors LLC | 103,728 | $3.70M | 0.0% | -14.5% | 0.102% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 156,803 | $5.59M | 0.1% | -1.9% | 0.154% | |
| 5/16/2025 | AQR Capital Management LLC | 511,362 | $18.23M | 0.0% | +0.4% | 0.501% | |
| 5/15/2025 | Royal Bank of Canada | 996,839 | $35.54M | 0.0% | +41.7% | 0.977% | |
| 5/15/2025 | Betterment LLC | 4,781,850 | $170.47M | 0.4% | -6.2% | 4.688% | |
| 5/15/2025 | Baird Financial Group Inc. | 169,011 | $6.03M | 0.0% | +7.7% | 0.166% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 195,491 | $7.45M | 3.0% | -3.3% | 0.192% | |
| 5/14/2025 | PKS Advisory Services LLC | 102,136 | $3.64M | 1.0% | -3.1% | 0.100% | |
| 5/14/2025 | Jane Street Group LLC | 840,320 | $29.96M | 0.0% | +290.2% | 0.824% | |
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