| 8/1/2025 | Purkiss Capital Advisors LLC | 3,380 | $418K | 0.2% | N/A | 0.005% | |
| 8/1/2025 | Centerpoint Advisors LLC | 32,113 | $3.97M | 1.3% | -5.4% | 0.052% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 2,879 | $356K | 0.0% | N/A | 0.005% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 4,179 | $516K | 0.0% | -6.0% | 0.007% | |
| 8/1/2025 | First Command Advisory Services Inc. | 4,933 | $610K | 0.0% | -6.8% | 0.008% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 28,715 | $3.55M | 0.1% | -6.0% | 0.046% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,888,341 | $233.36M | 0.1% | -4.6% | 3.053% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 7,743 | $957K | 0.1% | +102.3% | 0.013% | |
| 7/31/2025 | Brighton Jones LLC | 5,042 | $623K | 0.0% | +18.2% | 0.008% | |
| 7/31/2025 | Allied Investment Advisors LLC | 1,784 | $220K | 0.0% | -6.5% | 0.003% | |
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| 7/31/2025 | Glass Jacobson Investment Advisors llc | 29,029 | $3.59M | 1.4% | -4.1% | 0.047% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 1,338 | $165K | 0.0% | -34.9% | 0.002% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 2,323 | $287K | 0.0% | -11.4% | 0.004% | |
| 7/31/2025 | Opes Wealth Management LLC | 17,261 | $2.13M | 0.4% | +1.7% | 0.028% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 3,495 | $432K | 0.3% | +55.1% | 0.006% | |
| 7/30/2025 | KPP Advisory Services LLC | 2,618 | $324K | 0.1% | -12.1% | 0.004% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 15,753 | $1.95M | 0.0% | +6.6% | 0.025% | |
| 7/30/2025 | Insight Advisors LLC PA | 1,997 | $247K | 0.0% | -6.6% | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 1,852 | $229K | 0.0% | -75.6% | 0.003% | |
| 7/30/2025 | Sonata Capital Group Inc. | 17,140 | $2.12M | 0.8% | -0.8% | 0.028% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 2,806 | $347K | 0.1% | -33.4% | 0.005% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 217,678 | $26.90M | 1.6% | +3.1% | 0.352% | |
| 7/30/2025 | Members Trust Co | 25,942 | $3.21M | 0.1% | -2.4% | 0.042% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 2,117 | $262K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 4,129 | $510K | 0.0% | -4.1% | 0.007% | |
| 7/30/2025 | Brookstone Capital Management | 2,279 | $282K | 0.0% | +6.2% | 0.004% | |
| 7/30/2025 | Phillips Financial Management LLC | 11,876 | $1.47M | 0.1% | -3.6% | 0.019% | |
| 7/30/2025 | D.A. Davidson & CO. | 954,981 | $118.02M | 0.8% | +3.5% | 1.544% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 831,931 | $102.81M | 1.3% | +12.2% | 1.345% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 138,108 | $17.07M | 3.0% | +12.2% | 0.223% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 27,472 | $3.40M | 0.1% | +6.4% | 0.044% | |
| 7/30/2025 | Bogart Wealth LLC | 1,940 | $240K | 0.0% | +62.6% | 0.003% | |
| 7/30/2025 | Alexis Investment Partners LLC | 5,093 | $629K | 0.3% | -21.2% | 0.008% | |
| 7/30/2025 | WBH Advisory Inc. | 1,893 | $234K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Stephens Inc. AR | 1,779 | $220K | 0.0% | -26.8% | 0.003% | |
| 7/29/2025 | LMG Wealth Partners LLC | 59,110 | $7.31M | 1.5% | +1.5% | 0.096% | |
| 7/29/2025 | Calamos Wealth Management LLC | 2,644 | $327K | 0.0% | +5.9% | 0.004% | |
| 7/29/2025 | Salomon & Ludwin LLC | 105,218 | $13.41M | 1.3% | -2.9% | 0.170% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 3,617 | $447K | 0.0% | +70.1% | 0.006% | |
| 7/29/2025 | BKM Wealth Management LLC | 41,160 | $5.09M | 2.0% | -0.3% | 0.067% | |
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| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 18,293 | $2.26M | 0.6% | -1.2% | 0.030% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 36,352 | $4.49M | 0.1% | -18.2% | 0.059% | |
| 7/29/2025 | Aspiriant LLC | 4,165 | $515K | 0.0% | -9.2% | 0.007% | |
| 7/29/2025 | Lutz Financial Services LLC | 120,569 | $14.90M | 1.2% | -0.6% | 0.195% | |
| 7/29/2025 | Rodgers & Associates LTD | 13,586 | $1.68M | 0.2% | -1.3% | 0.022% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 17,163 | $2.12M | 0.5% | +3.0% | 0.028% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,944 | $1.11M | 0.0% | -7.2% | 0.014% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 3,812 | $471K | 0.1% | -59.4% | 0.006% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 15,339 | $1.90M | 0.1% | -1.6% | 0.025% | |
| 7/29/2025 | Private Trust Co. NA | 4,889 | $604K | 0.1% | -9.8% | 0.008% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 13,398 | $1.66M | 1.3% | -3.1% | 0.022% | |
| 7/28/2025 | Essex LLC | 8,577 | $1.06M | 0.2% | -1.2% | 0.014% | |
| 7/28/2025 | Ritholtz Wealth Management | 2,406 | $297K | 0.0% | +43.0% | 0.004% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 146,424 | $18.10M | 6.0% | +4.7% | 0.237% | |
| 7/28/2025 | Harbour Investments Inc. | 1,592 | $197K | 0.0% | -23.9% | 0.003% | |
| 7/28/2025 | Davidson Trust Co. | 6,317 | $781K | 0.4% | +25.5% | 0.010% | |
| 7/28/2025 | Heritage Wealth Management Inc. CA | 18,314 | $2.26M | 1.5% | +6.2% | 0.030% | |
| 7/28/2025 | Courier Capital LLC | 239,173 | $29.56M | 1.8% | +0.6% | 0.387% | |
| 7/28/2025 | Equitable Trust Co. | 2,632 | $325K | 0.0% | -24.8% | 0.004% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 320,576 | $39.62M | 0.7% | -0.7% | 0.518% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 15,502 | $1.92M | 0.5% | -3.6% | 0.025% | |
| 7/28/2025 | RFG Advisory LLC | 4,069 | $503K | 0.0% | +17.8% | 0.007% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 1,637 | $202K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Hudson Capital Management LLC | 43,796 | $5.41M | 1.5% | +0.7% | 0.071% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 65,451 | $8.09M | 0.0% | -25.4% | 0.106% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 31,647 | $3.91M | 0.0% | -9.1% | 0.051% | |
| 7/25/2025 | Griffin Asset Management Inc. | 6,927 | $856K | 0.1% | -3.9% | 0.011% | |
| 7/25/2025 | Presilium Private Wealth LLC | 9,912 | $1.23M | 0.3% | -33.9% | 0.016% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 8,381 | $1.04M | 0.4% | -6.3% | 0.014% | |
| 7/25/2025 | Ellis Investment Partners LLC | 91,636 | $11.32M | 2.2% | -1.5% | 0.148% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 451,897 | $55.85M | 3.0% | +1.5% | 0.731% | |
| 7/25/2025 | SPC Financial Inc. | 165,136 | $20.41M | 1.7% | +0.3% | 0.267% | |
| 7/25/2025 | CWM LLC | 15,760 | $1.95M | 0.0% | +98.8% | 0.025% | |
| 7/25/2025 | Wealth Advisory Team LLC | 2,057 | $254K | 0.2% | N/A | 0.003% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 5,040 | $623K | 0.1% | +6.7% | 0.008% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 14,629 | $1.81M | 0.0% | -1.0% | 0.024% | |
| 7/25/2025 | Apollon Wealth Management LLC | 15,695 | $1.94M | 0.0% | -27.5% | 0.025% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 37,936 | $4.69M | 0.2% | -13.1% | 0.061% | |
| 7/24/2025 | JNBA Financial Advisors | 35,960 | $4.44M | 0.4% | -1.3% | 0.058% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 42,981 | $5.31M | 0.3% | +2.1% | 0.069% | |
| 7/24/2025 | Blue Trust Inc. | 1,324 | $164K | 0.0% | +16.8% | 0.002% | |
| 7/24/2025 | Thompson Investment Management Inc. | 10,756 | $1.33M | 0.2% | +4.4% | 0.017% | |
| 7/24/2025 | M1 Capital Management LLC | 29,122 | $3.60M | 1.8% | +1,537.0% | 0.047% | |
| 7/24/2025 | Callan Family Office LLC | 3,222 | $398K | 0.0% | +24.9% | 0.005% | |
| 7/24/2025 | Blair William & Co. IL | 14,278 | $1.76M | 0.0% | -9.1% | 0.023% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 113,178 | $13.99M | 1.7% | -6.0% | 0.183% | |
| 7/24/2025 | US Bancorp DE | 73,139 | $9.05M | 0.0% | -5.1% | 0.118% | |
| 7/23/2025 | First Merchants Corp | 115,234 | $14.24M | 0.6% | -2.8% | 0.186% | |
| 7/23/2025 | Bar Harbor Wealth Management | 1,923 | $238K | 0.0% | +11.3% | 0.003% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 40,217 | $4.97M | 1.4% | -6.6% | 0.065% | |
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| 7/23/2025 | Valmark Advisers Inc. | 12,145 | $1.50M | 0.0% | -0.8% | 0.020% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 258 | $33K | 0.0% | -70.8% | 0.000% | |
| 7/23/2025 | Madden Advisory Services Inc. | 1,919 | $237K | 0.1% | +8.8% | 0.003% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 2,022 | $250K | 0.0% | -15.9% | 0.003% | |
| 7/23/2025 | Foundation Wealth Management LLC | 48,611 | $6.01M | 4.2% | +25.0% | 0.078% | |
| 7/23/2025 | Heck Capital Advisors LLC | 25,308 | $3.13M | 0.3% | +11.7% | 0.041% | |
| 7/23/2025 | KPP Advisory Services LLC | 2,618 | $324K | 0.1% | -12.1% | 0.004% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 3,328 | $411K | 0.0% | -72.7% | 0.005% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 1,634 | $202K | 0.0% | -53.5% | 0.003% | |
| 7/22/2025 | Evensky & Katz LLC | 452,939 | $55.97M | 3.4% | -23.5% | 0.731% | |
