| 8/1/2025 | Capital Investment Counsel LLC | 168,442 | $7.28M | 1.1% | -3.1% | 0.061% | |
| 8/1/2025 | Purkiss Capital Advisors LLC | 40,304 | $1.74M | 1.0% | +47.8% | 0.014% | |
| 8/1/2025 | GWN Securities Inc. | 5,654 | $245K | 0.0% | -14.5% | 0.002% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 29,431 | $1.27M | 0.0% | N/A | 0.011% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 64,445 | $2.79M | 0.5% | -0.5% | 0.023% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 16,782 | $725K | 0.1% | -7.4% | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 18,834,601 | $814.03M | 0.2% | +1.4% | 6.773% | |
| 7/31/2025 | Wealthfront Advisers LLC | 30,231 | $1.31M | 0.0% | +6.5% | 0.011% | |
| 7/31/2025 | Interchange Capital Partners LLC | 314,522 | $13.59M | 3.1% | +5.0% | 0.113% | |
| 7/31/2025 | Brighton Jones LLC | 4,703 | $203K | 0.0% | N/A | 0.002% | |
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| 7/31/2025 | Leavell Investment Management Inc. | 117,053 | $5.06M | 0.2% | +13.8% | 0.042% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 126,355 | $5.46M | 0.1% | +103.9% | 0.045% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 53,766 | $2.32M | 0.9% | -0.9% | 0.019% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 1,376,979 | $59.51M | 3.9% | +11.3% | 0.495% | |
| 7/31/2025 | Ground Swell Capital LLC | 6,855 | $296K | 0.5% | N/A | 0.002% | |
| 7/31/2025 | AlTi Global Inc. | 235,074 | $10.16M | 0.3% | -6.2% | 0.085% | |
| 7/31/2025 | Opes Wealth Management LLC | 43,829 | $1.89M | 0.3% | -15.8% | 0.016% | |
| 7/31/2025 | Carnegie Investment Counsel | 664,874 | $28.74M | 0.6% | +5.3% | 0.239% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 361,489 | $15.62M | 13.3% | -1.8% | 0.130% | |
| 7/30/2025 | KPP Advisory Services LLC | 9,959 | $430K | 0.1% | +3.3% | 0.004% | |
| 7/30/2025 | Strategic Blueprint LLC | 160,838 | $6.95M | 0.3% | -0.7% | 0.058% | |
| 7/30/2025 | Durante & Waters LLC | 101,404 | $4.38M | 3.4% | +44.8% | 0.036% | |
| 7/30/2025 | Brookstone Capital Management | 9,720 | $420K | 0.0% | +35.7% | 0.003% | |
| 7/30/2025 | Retirement Planning Group LLC | 593,917 | $25.67M | 1.1% | -16.9% | 0.214% | |
| 7/30/2025 | Journey Advisory Group LLC | 108,309 | $4.68M | 0.4% | -3.7% | 0.039% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 5,012 | $217K | 0.0% | -20.9% | 0.002% | |
| 7/29/2025 | Unison Advisors LLC | 845,151 | $36.53M | 4.1% | +2.5% | 0.304% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 384,784 | $16.63M | 5.7% | +16.3% | 0.138% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 48,293 | $2.12M | 0.1% | +0.7% | 0.017% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 65,095 | $2.81M | 2.5% | +5.1% | 0.023% | |
| 7/29/2025 | Catalyst Capital Advisors LLC | 1,509,275 | $65.23M | 1.3% | -7.6% | 0.543% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 69,115 | $2.99M | 0.1% | +1.9% | 0.025% | |
| 7/29/2025 | May Barnhard Investments LLC | 83,247 | $3.60M | 1.7% | +3.3% | 0.030% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 4,862 | $210K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Hoese & Co LLP | 11,890 | $514K | 0.4% | -24.1% | 0.004% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 13,239 | $572K | 0.0% | +18.2% | 0.005% | |
| 7/29/2025 | TFC Financial Management Inc. | 10,725 | $464K | 0.1% | -5.5% | 0.004% | |
| 7/28/2025 | Copia Wealth Management | 3,836 | $166K | 0.1% | -14.4% | 0.001% | |
| 7/28/2025 | Sagace Wealth Management LLC | 109,476 | $4.73M | 3.5% | -12.9% | 0.039% | |
| 7/28/2025 | Interchange Capital Partners LLC | 2,097 | $91K | 0.1% | -99.3% | 0.001% | |
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| 7/28/2025 | Mutual Advisors LLC | 240,868 | $10.44M | 0.3% | +9.8% | 0.087% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 13,072 | $565K | 0.3% | N/A | 0.005% | |
| 7/28/2025 | Harbour Investments Inc. | 25,864 | $1.12M | 0.0% | -7.5% | 0.009% | |
| 7/28/2025 | Brown Financial Advisory | 8,538 | $369K | 0.2% | +14.8% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 331,529 | $14.33M | 0.3% | -4.8% | 0.119% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 28,603 | $1.24M | 0.0% | -27.9% | 0.010% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 256,806 | $11.10M | 0.1% | -14.8% | 0.092% | |
| 7/25/2025 | MGO One Seven LLC | 71,599 | $3.09M | 0.1% | +3.0% | 0.026% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 23,257 | $1.01M | 0.1% | +7.4% | 0.008% | |
| 7/25/2025 | Wells Financial Advisors INC | 24,906 | $1.08M | 1.5% | -4.4% | 0.009% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 8,193 | $356K | 0.1% | -6.1% | 0.003% | |
| 7/25/2025 | G2 Capital Management LLC OH | 16,010 | $692K | 0.2% | -13.7% | 0.006% | |
| 7/25/2025 | CWM LLC | 1,643 | $71K | 0.0% | +26.7% | 0.001% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 119,505 | $5.17M | 1.2% | -4.3% | 0.043% | |
| 7/25/2025 | Apollon Financial LLC | 79,524 | $3.44M | 0.7% | +56.7% | 0.029% | |
| 7/25/2025 | Apollon Wealth Management LLC | 1,050,267 | $45.39M | 0.9% | -1.8% | 0.378% | |
| 7/25/2025 | IRON Financial LLC | 17,885 | $773K | 0.4% | +9.6% | 0.006% | |
| 7/24/2025 | Eastern Bank | 2,175,636 | $94.03M | 1.8% | +3.6% | 0.782% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 1,950 | $84K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Greenwood Gearhart Inc. | 24,509 | $1.06M | 0.1% | -27.5% | 0.009% | |
| 7/24/2025 | Blue Trust Inc. | 24,502 | $1.06M | 0.0% | +40.4% | 0.009% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 6,698 | $289K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 6,484 | $280K | 0.2% | -43.9% | 0.002% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 9,142 | $395K | 0.3% | N/A | 0.003% | |
| 7/24/2025 | Blair William & Co. IL | 10,596 | $458K | 0.0% | +3.7% | 0.004% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 21,998 | $951K | 0.1% | +10.2% | 0.008% | |
| 7/24/2025 | Edge Financial Advisors LLC | 4,736 | $205K | 0.1% | N/A | 0.002% | |
| 7/24/2025 | MFA Wealth Services | 81,505 | $3.52M | 2.6% | +52.4% | 0.029% | |
| 7/24/2025 | Leo Wealth LLC | 41,099 | $1.78M | 0.1% | N/A | 0.015% | |
| 7/24/2025 | US Bancorp DE | 13,349 | $577K | 0.0% | +23.5% | 0.005% | |
| 7/23/2025 | Eagle Strategies LLC | 152,450 | $6.59M | 1.0% | +1.8% | 0.055% | |
| 7/23/2025 | Fluent Financial LLC | 131,713 | $5.69M | 2.3% | +36.0% | 0.047% | |
| 7/23/2025 | Valmark Advisers Inc. | 18,388 | $795K | 0.0% | +213.0% | 0.007% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 455,373 | $19.68M | 3.6% | +4.2% | 0.164% | |
| 7/23/2025 | Opulen Financial Group LLC | 184,963 | $7.99M | 6.6% | -0.3% | 0.067% | |
| 7/23/2025 | Abel Hall LLC | 8,519 | $368K | 0.2% | -8.7% | 0.003% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 51,711 | $2.24M | 0.1% | -8.8% | 0.019% | |
| 7/23/2025 | BankPlus Trust Department | 14,283 | $617K | 0.2% | +136.9% | 0.005% | |
| 7/23/2025 | HMV Wealth Advisors LLC | 43,900 | $1.90M | 1.2% | N/A | 0.016% | |
| 7/23/2025 | KPP Advisory Services LLC | 9,959 | $430K | 0.1% | +3.3% | 0.004% | |
| 7/22/2025 | Evensky & Katz LLC | 110,019 | $4.76M | 0.3% | -8.7% | 0.040% | |
| 7/22/2025 | Inlight Wealth Management LLC | 205,268 | $8.87M | 2.3% | +10.1% | 0.074% | |
| 7/22/2025 | Belpointe Asset Management LLC | 15,691 | $678K | 0.0% | -13.6% | 0.006% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 5,605 | $242K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Plimoth Trust Co. LLC | 133,791 | $5.78M | 1.4% | +0.5% | 0.048% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 45,025 | $1.95M | 0.1% | -0.6% | 0.016% | |
| 7/22/2025 | MBL Wealth LLC | 24,275 | $1.05M | 0.1% | -12.0% | 0.009% | |
| 7/22/2025 | Berger Financial Group Inc | 32,666 | $1.41M | 0.1% | -0.9% | 0.012% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 179,918 | $7.78M | 2.9% | +1.1% | 0.065% | |
| 7/22/2025 | Silvia Mccoll Wealth Management LLC | 55,356 | $2.39M | 1.7% | -4.4% | 0.020% | |
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| 7/22/2025 | Yoder Wealth Management Inc. | 32,146 | $1.39M | 0.7% | -1.4% | 0.012% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 133,546 | $5.77M | 0.3% | -49.5% | 0.048% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,328,573 | $143.86M | 3.2% | +4.3% | 1.199% | |
| 7/21/2025 | Abundance Wealth Counselors | 246,134 | $10.51M | 2.0% | -5.7% | 0.089% | |
| 7/21/2025 | 1900 Wealth Management LLC | 187,842 | $8.12M | 0.6% | -0.4% | 0.068% | |
| 7/21/2025 | Warner Financial Inc. | 83,911 | $3.63M | 1.5% | +2.2% | 0.030% | |
| 7/21/2025 | Triad Wealth Partners LLC | 12,128 | $524K | 0.1% | -30.7% | 0.004% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 91,419 | $3.95M | 0.5% | -5.7% | 0.033% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 708,484 | $30.62M | 0.5% | -14.6% | 0.255% | |
| 7/18/2025 | Vicus Capital | 16,259 | $703K | 0.1% | -13.5% | 0.006% | |
