| 8/1/2025 | Bank of Jackson Hole Trust | 53,078 | $3.31M | 1.9% | +1.6% | 0.007% | |
| 8/1/2025 | Motco | 78,571 | $4.87M | 0.5% | +1.1% | 0.010% | |
| 8/1/2025 | Biltmore Family Office LLC | 702,089 | $43.78M | 7.4% | -2.4% | 0.092% | |
| 8/1/2025 | Bull Oak Capital LLC | 96,172 | $6.00M | 2.7% | N/A | 0.013% | |
| 8/1/2025 | Austin Private Wealth LLC | 9,959 | $621K | 0.0% | -39.0% | 0.001% | |
| 8/1/2025 | James Investment Research Inc. | 357,680 | $22.31M | 2.7% | -0.6% | 0.047% | |
| 8/1/2025 | Zhang Financial LLC | 473,763 | $29.54M | 1.4% | -0.3% | 0.062% | |
| 8/1/2025 | Purkiss Capital Advisors LLC | 268,020 | $16.71M | 9.3% | +6.1% | 0.035% | |
| 8/1/2025 | Signet Investment Advisory Group Inc. | 176,504 | $11.01M | 5.7% | -26.0% | 0.023% | |
| 8/1/2025 | Clark Asset Management LLC | 4,172 | $260K | 0.0% | N/A | 0.001% | |
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| 8/1/2025 | May Hill Capital LLC | 14,271 | $890K | 0.3% | +221.8% | 0.002% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 24,989 | $1.56M | 1.0% | +69.7% | 0.003% | |
| 8/1/2025 | GWN Securities Inc. | 6,388 | $400K | 0.1% | -17.3% | 0.001% | |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 3,454 | $215K | 0.1% | N/A | 0.000% | |
| 8/1/2025 | Advisory Alpha LLC | 49,549 | $3.09M | 0.1% | -1.6% | 0.007% | |
| 8/1/2025 | Liberty Wealth Management LLC | 62,890 | $3.92M | 0.6% | -68.7% | 0.008% | |
| 8/1/2025 | Wealth Watch Advisors INC | 10,313 | $643K | 0.4% | N/A | 0.001% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 17,311 | $1.08M | 0.1% | -1.2% | 0.002% | |
| 8/1/2025 | Bessemer Group Inc. | 91,693 | $5.72M | 0.0% | -7.5% | 0.012% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 7,895 | $492K | 0.1% | +18.5% | 0.001% | |
| 8/1/2025 | Brookwood Investment Group LLC | 14,801 | $923K | 0.1% | -7.9% | 0.002% | |
| 8/1/2025 | Yukon Wealth Management Inc. | 4,468 | $279K | 0.1% | +17.0% | 0.001% | |
| 8/1/2025 | First Command Advisory Services Inc. | 1,230,136 | $76.71M | 0.7% | -6.0% | 0.162% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 259,194 | $16.16M | 0.6% | +9.3% | 0.034% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 13,896,829 | $866.60M | 0.3% | -20.9% | 1.827% | |
| 7/31/2025 | Wealthfront Advisers LLC | 5,778 | $360K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 255,613 | $15.94M | 1.0% | +1.1% | 0.034% | |
| 7/31/2025 | New Hampshire Trust | 4,286 | $267K | 0.1% | +4.2% | 0.001% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 319,287 | $19.91M | 0.2% | -0.4% | 0.042% | |
| 7/31/2025 | Pullen Investment Management LLC | 6,398 | $399K | 0.2% | +9.3% | 0.001% | |
| 7/31/2025 | Interchange Capital Partners LLC | 67,036 | $4.18M | 1.0% | -3.7% | 0.009% | |
| 7/31/2025 | Brighton Jones LLC | 11,775 | $734K | 0.0% | +105.5% | 0.002% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 122,316 | $7.63M | 0.8% | -2.6% | 0.016% | |
| 7/31/2025 | Leavell Investment Management Inc. | 240,586 | $15.00M | 0.7% | +3.2% | 0.032% | |
| 7/31/2025 | TSA Wealth Managment LLC | 57,252 | $3.57M | 1.3% | -5.6% | 0.008% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 80,916 | $5.05M | 0.1% | +4.1% | 0.011% | |
| 7/31/2025 | Fielder Capital Group LLC | 250,569 | $15.63M | 4.2% | -6.7% | 0.033% | |
| 7/31/2025 | Insight Wealth Partners LLC | 89,476 | $5.58M | 2.2% | -44.0% | 0.012% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 2,367 | $148K | 0.1% | -90.5% | 0.000% | |
| 7/31/2025 | DDD Partners LLC | 3,833 | $239K | 0.0% | N/A | 0.001% | |
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| 7/31/2025 | Moment Partners LLC | 4,125 | $257K | 0.0% | +10.7% | 0.001% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 15,762,197 | $982.93M | 0.6% | -12.1% | 2.072% | |
| 7/31/2025 | Ground Swell Capital LLC | 9,227 | $575K | 0.9% | N/A | 0.001% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 6,649 | $415K | 0.2% | +16.1% | 0.001% | |
| 7/31/2025 | Trademark Financial Management LLC | 54,041 | $3.37M | 2.1% | +1.3% | 0.007% | |
| 7/31/2025 | Mader & Shannon Wealth Management Inc. | 399,009 | $24.88M | 13.6% | -23.4% | 0.052% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 40,550 | $2.53M | 0.0% | -18.2% | 0.005% | |
| 7/31/2025 | AlTi Global Inc. | 1,567,786 | $97.78M | 2.5% | +1.3% | 0.206% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 305,491 | $19.05M | 1.5% | -1.4% | 0.040% | |
| 7/31/2025 | Sharper & Granite LLC | 21,065 | $1.33M | 0.5% | -15.5% | 0.003% | |
| 7/31/2025 | Briaud Financial Planning Inc | 88,965 | $5.55M | 2.2% | -16.7% | 0.012% | |
| 7/31/2025 | Cadinha & Co. LLC | 522,685 | $32.60M | 5.4% | +1.1% | 0.069% | |
| 7/30/2025 | Bleakley Financial Group LLC | 25,948 | $1.62M | 0.0% | +24.5% | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 105,185 | $6.56M | 0.3% | +2.4% | 0.014% | |
| 7/30/2025 | Principle Wealth Partners LLC | 18,557 | $1.16M | 0.1% | +7.8% | 0.002% | |
| 7/30/2025 | LifeWealth Investments LLC | 116,755 | $7.28M | 2.4% | +24.4% | 0.015% | |
| 7/30/2025 | Freedom Investment Management Inc. | 26,547 | $1.66M | 0.1% | -8.0% | 0.003% | |
| 7/30/2025 | Forum Financial Management LP | 21,897 | $1.37M | 0.0% | -17.7% | 0.003% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 209,523 | $13.07M | 2.1% | -11.4% | 0.028% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 121,484 | $7.58M | 0.5% | -6.7% | 0.016% | |
| 7/30/2025 | Parcion Private Wealth LLC | 340,284 | $21.22M | 1.1% | -0.6% | 0.045% | |
| 7/30/2025 | Patten Group Inc. | 7,769 | $484K | 0.1% | -4.4% | 0.001% | |
| 7/30/2025 | Brookstone Capital Management | 287,906 | $17.95M | 0.2% | -3.1% | 0.038% | |
| 7/30/2025 | D.A. Davidson & CO. | 64,052 | $3.99M | 0.0% | -31.0% | 0.008% | |
| 7/30/2025 | Blume Capital Management Inc. | 1,020 | $64K | 0.0% | +85.5% | 0.000% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 10,249 | $639K | 0.0% | +141.9% | 0.001% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 58,155 | $3.63M | 2.1% | +1.1% | 0.008% | |
| 7/30/2025 | Advantage Trust Co | 3,552 | $222K | 0.1% | +8.6% | 0.000% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 85,535 | $5.33M | 0.1% | -1.1% | 0.011% | |
| 7/30/2025 | Whittier Trust Co. | 60,987 | $3.80M | 0.0% | +0.3% | 0.008% | |
| 7/30/2025 | Mid American Wealth Advisory Group Inc. | 4,497 | $280K | 0.1% | -27.0% | 0.001% | |
| 7/30/2025 | LGT Financial Advisors LLC | 2,387 | $149K | 0.4% | -12.9% | 0.000% | |
| 7/30/2025 | VCI Wealth Management LLC | 426,436 | $26.59M | 9.3% | +2.7% | 0.056% | |
| 7/30/2025 | Klingman & Associates LLC | 6,993 | $436K | 0.0% | -11.1% | 0.001% | |
| 7/30/2025 | Towneley Capital Management Inc DE | 114,651 | $7.15M | 1.6% | -18.9% | 0.015% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 15,358 | $958K | 0.0% | +4.5% | 0.002% | |
| 7/30/2025 | Journey Advisory Group LLC | 7,260 | $453K | 0.0% | -4.5% | 0.001% | |
| 7/30/2025 | Nottingham Advisors Inc. | 121,621 | $7.58M | 1.1% | -19.0% | 0.016% | |
| 7/30/2025 | Drive Wealth Management LLC | 10,431 | $650K | 0.1% | N/A | 0.001% | |
| 7/30/2025 | Crewe Advisors LLC | 697 | $43K | 0.0% | +128.5% | 0.000% | |
| 7/30/2025 | Townsend & Associates Inc | 162,108 | $10.20M | 1.0% | -26.4% | 0.021% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 6,459 | $403K | 0.1% | -6.0% | 0.001% | |
| 7/29/2025 | Sowa Financial Group Inc. | 401,181 | $25.02M | 15.6% | -20.7% | 0.053% | |
| 7/29/2025 | Lyell Wealth Management LP | 3,517 | $219K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Accretive Wealth Partners LLC | 107,528 | $6.71M | 2.2% | -1.8% | 0.014% | |
| 7/29/2025 | Stephens Inc. AR | 324,580 | $20.24M | 0.3% | -16.9% | 0.043% | |
| 7/29/2025 | Alaska Wealth Advisors | 55,742 | $3.48M | 0.5% | +0.7% | 0.007% | |
| 7/29/2025 | Madison Wealth Partners Inc | 4,313 | $269K | 0.1% | +8.7% | 0.001% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 64,920 | $4.15M | 0.1% | N/A | 0.009% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 248,675 | $15.51M | 0.9% | +8.7% | 0.033% | |
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| 7/29/2025 | Systelligence LLC | 129,088 | $8.05M | 1.5% | +7.5% | 0.017% | |
| 7/29/2025 | International Assets Investment Management LLC | 7,423 | $463K | 0.0% | -28.7% | 0.001% | |
| 7/29/2025 | Swmg LLC | 16,751 | $1.05M | 0.4% | -49.7% | 0.002% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 12,413 | $774K | 0.0% | -7.7% | 0.002% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 4,689 | $292K | 0.0% | -32.9% | 0.001% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 24,865 | $1.55M | 0.4% | -4.5% | 0.003% | |
| 7/29/2025 | Private Wealth Management Group LLC | 430 | $27K | 0.0% | +290.9% | 0.000% | |
| 7/29/2025 | Robinson Value Management Ltd. | 59,417 | $3.71M | 2.3% | -13.9% | 0.008% | |
| 7/29/2025 | Ariston Services Group | 126,379 | $7.88M | 5.6% | -21.3% | 0.017% | |
| 7/29/2025 | ShoreHaven Wealth Partners LLC | 60,475 | $3.77M | 1.5% | +8.5% | 0.008% | |
