| 8/1/2025 | Oarsman Capital Inc. | 20,105 | $2M | 0.3% | -11.8% | 0.033% | |
| 8/1/2025 | Centerpoint Advisors LLC | 36,419 | $3.62M | 1.2% | -7.6% | 0.060% | |
| 8/1/2025 | Taylor Financial Group Inc. | 20,842 | $2.07M | 1.3% | +1.8% | 0.034% | |
| 8/1/2025 | Facet Wealth Inc. | 2,013 | $203K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 2,637 | $262K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Bessemer Group Inc. | 3,485 | $346K | 0.0% | -16.4% | 0.006% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 3,320 | $330K | 0.0% | +20.5% | 0.005% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 29,363 | $2.92M | 0.1% | -26.8% | 0.048% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 607,573 | $60.45M | 0.0% | -3.8% | 1.001% | |
| 7/31/2025 | Schoolcraft Capital LLC | 6,303 | $627K | 0.1% | -3.7% | 0.010% | |
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| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 8,834 | $879K | 0.1% | +86.6% | 0.015% | |
| 7/31/2025 | Brighton Jones LLC | 7,456 | $742K | 0.0% | -3.4% | 0.012% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 25,117 | $2.50M | 0.0% | +4.6% | 0.041% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 11,349 | $1.16M | 0.4% | +12.8% | 0.019% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 20,257 | $2.02M | 0.8% | -11.8% | 0.033% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 5,037 | $501K | 0.0% | -5.7% | 0.008% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 4,051 | $403K | 0.0% | -9.2% | 0.007% | |
| 7/31/2025 | LJI Wealth Management LLC | 4,567 | $454K | 0.1% | +9.9% | 0.008% | |
| 7/31/2025 | Avion Wealth | 2,608 | $259K | 0.1% | -5.9% | 0.004% | |
| 7/30/2025 | KPP Advisory Services LLC | 2,573 | $256K | 0.0% | -9.1% | 0.004% | |
| 7/30/2025 | Cambridge Capital Management LLC | 4,533 | $451K | 0.2% | N/A | 0.007% | |
| 7/30/2025 | Sonata Capital Group Inc. | 46,194 | $4.60M | 1.8% | -0.5% | 0.076% | |
| 7/30/2025 | Birch Hill Investment Advisors LLC | 28,927 | $2.88M | 0.1% | -22.4% | 0.048% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 290,218 | $28.87M | 1.0% | -1.9% | 0.478% | |
| 7/30/2025 | Phillips Financial Management LLC | 129,257 | $12.86M | 0.9% | -1.7% | 0.213% | |
| 7/30/2025 | D.A. Davidson & CO. | 4,163 | $414K | 0.0% | -10.2% | 0.007% | |
| 7/30/2025 | Pacific Sun Financial Corp | 3,510 | $349K | 0.2% | -3.3% | 0.006% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 2,763 | $275K | 0.0% | +3.8% | 0.005% | |
| 7/30/2025 | Probity Advisors Inc. | 172,767 | $17.19M | 3.0% | -0.5% | 0.285% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 37,315 | $3.71M | 0.2% | -3.5% | 0.061% | |
| 7/29/2025 | Accretive Wealth Partners LLC | 55,947 | $5.57M | 1.8% | +3.5% | 0.092% | |
| 7/29/2025 | Stephens Inc. AR | 5,135 | $511K | 0.0% | -9.7% | 0.008% | |
| 7/29/2025 | Salus Financial Advisors LLC | 36,835 | $3.67M | 2.5% | +5.7% | 0.061% | |
| 7/29/2025 | Salomon & Ludwin LLC | 46,212 | $4.78M | 0.5% | -1.1% | 0.076% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 67,222 | $7.08M | 0.2% | -0.8% | 0.111% | |
| 7/29/2025 | Sims Investment Management LLC | 2,881 | $287K | 0.1% | -94.9% | 0.005% | |
| 7/29/2025 | BKM Wealth Management LLC | 39,418 | $3.92M | 1.5% | +1.1% | 0.065% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 5,031 | $501K | 0.0% | +5.3% | 0.008% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 4,649 | $463K | 0.0% | -5.8% | 0.008% | |
| 7/29/2025 | May Barnhard Investments LLC | 76,613 | $7.62M | 3.6% | -0.4% | 0.126% | |
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| 7/29/2025 | Ifrah Financial Services Inc. | 66,500 | $6.62M | 1.8% | +2.5% | 0.110% | |
| 7/29/2025 | Lutz Financial Services LLC | 43,914 | $4.37M | 0.3% | -0.6% | 0.072% | |
| 7/29/2025 | Rodgers & Associates LTD | 55,688 | $5.54M | 0.6% | +5.3% | 0.092% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 5,202 | $518K | 0.0% | +52.0% | 0.009% | |
| 7/29/2025 | Private Trust Co. NA | 655 | $65K | 0.0% | -29.0% | 0.001% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 17,460 | $1.81M | 0.5% | -48.9% | 0.029% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,250 | $124K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | Duncker Streett & Co. Inc. | 923 | $92K | 0.0% | -15.8% | 0.002% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 9,474 | $943K | 0.4% | -11.9% | 0.016% | |
| 7/28/2025 | Smart Portfolios LLC | 3,115 | $310K | 0.3% | -7.3% | 0.005% | |
| 7/28/2025 | Fairman Group LLC | 252 | $25K | 0.0% | -37.6% | 0.000% | |
| 7/28/2025 | Mutual Advisors LLC | 4,628 | $482K | 0.0% | -23.1% | 0.008% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 80,647 | $8.02M | 2.7% | +0.7% | 0.133% | |
| 7/28/2025 | Harbour Investments Inc. | 550 | $55K | 0.0% | -42.6% | 0.001% | |
| 7/28/2025 | Courier Capital LLC | 45,102 | $4.49M | 0.3% | -18.2% | 0.074% | |
| 7/28/2025 | Equitable Trust Co. | 4,896 | $487K | 0.0% | -43.0% | 0.008% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 55,065 | $5.48M | 0.1% | -19.0% | 0.091% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 3,759 | $374K | 0.1% | -15.9% | 0.006% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 3,565 | $355K | 0.0% | -94.5% | 0.006% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,558 | $1.55M | 0.0% | +4.9% | 0.026% | |
| 7/25/2025 | Wealth Architects LLC | 112,540 | $11.20M | 1.1% | +11.3% | 0.185% | |
| 7/25/2025 | St. Louis Trust Co | 20,020 | $1.99M | 0.3% | -43.8% | 0.033% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 3,495 | $348K | 0.1% | N/A | 0.006% | |
| 7/25/2025 | Ellis Investment Partners LLC | 147,294 | $14.65M | 2.8% | -0.7% | 0.243% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 342,838 | $34.11M | 1.8% | +2.7% | 0.565% | |
| 7/25/2025 | Prostatis Group LLC | 5,795 | $577K | 0.2% | +125.5% | 0.010% | |
| 7/25/2025 | SPC Financial Inc. | 248,243 | $24.70M | 2.1% | +2.2% | 0.409% | |
| 7/25/2025 | CWM LLC | 18,319 | $1.82M | 0.0% | +13.4% | 0.030% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 39,692 | $3.95M | 0.1% | -28.4% | 0.065% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 5,672 | $564K | 0.0% | -6.4% | 0.009% | |
| 7/25/2025 | GFS Advisors LLC | 12,773 | $1.27M | 0.2% | -6.5% | 0.021% | |
| 7/25/2025 | Apollon Wealth Management LLC | 10,339 | $1.03M | 0.0% | -15.1% | 0.017% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 4,139 | $412K | 0.0% | +10.1% | 0.007% | |
| 7/25/2025 | PrairieView Partners LLC | 21,047 | $2.09M | 0.2% | -0.7% | 0.035% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 303 | $30K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 81,403 | $8.10M | 0.5% | -4.0% | 0.134% | |
| 7/24/2025 | Thompson Investment Management Inc. | 8,387 | $834K | 0.1% | +5.1% | 0.014% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 6,246 | $621K | 0.0% | N/A | 0.010% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 10,069 | $1.00M | 0.2% | -2.5% | 0.017% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 29,932 | $2.98M | 0.2% | +14.3% | 0.049% | |
| 7/24/2025 | Blair William & Co. IL | 8,436 | $839K | 0.0% | -19.1% | 0.014% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 953 | $95K | 0.1% | +14.4% | 0.002% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 72,086 | $7.17M | 0.9% | -1.5% | 0.119% | |
| 7/24/2025 | MSH Capital Advisors LLC | 25,036 | $2.49M | 0.7% | +1.2% | 0.041% | |
| 7/24/2025 | US Bancorp DE | 67,174 | $6.68M | 0.0% | -13.2% | 0.111% | |
| 7/23/2025 | Columbus Macro LLC | 2,238 | $223K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | First Merchants Corp | 19,460 | $1.94M | 0.1% | -1.8% | 0.032% | |
| 7/23/2025 | LifeSteps Financial Inc. | 21,511 | $2.14M | 1.5% | +4.5% | 0.035% | |
| 7/23/2025 | Lansing Street Advisors | 45,801 | $4.56M | 1.4% | -52.6% | 0.075% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 4,803 | $478K | 0.2% | +7.8% | 0.008% | |
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| 7/23/2025 | Sax Wealth Advisors LLC | 65,120 | $6.48M | 0.4% | -17.6% | 0.107% | |
| 7/23/2025 | RMG Wealth Management LLC | 302 | $31K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 4,898 | $487K | 0.2% | N/A | 0.008% | |
| 7/23/2025 | Country Club Bank | 15,376 | $1.53M | 0.1% | -1.8% | 0.025% | |
| 7/23/2025 | KPP Advisory Services LLC | 2,573 | $256K | 0.1% | -9.1% | 0.004% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 855,227 | $85.09M | 1.1% | -3.5% | 1.408% | |
| 7/22/2025 | Evensky & Katz LLC | 33,686 | $3.35M | 0.2% | -22.3% | 0.055% | |
| 7/22/2025 | Valpey Financial Services LLC | 9,492 | $944K | 0.7% | N/A | 0.016% | |
| 7/22/2025 | Grimes & Company Inc. | 3,133 | $312K | 0.0% | -3.4% | 0.005% | |
| 7/22/2025 | Hubbell Strickland Wealth Management LLC | 5,348 | $532K | 0.2% | -5.8% | 0.009% | |
