| 8/1/2025 | Zhang Financial LLC | 105,009 | $16.57M | 0.8% | +1.7% | 0.157% | |
| 8/1/2025 | GWN Securities Inc. | 1,431 | $226K | 0.0% | -48.2% | 0.002% | |
| 8/1/2025 | Facet Wealth Inc. | 196,866 | $31.58M | 0.7% | -14.4% | 0.295% | |
| 8/1/2025 | First Command Advisory Services Inc. | 165 | $26K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 3,675 | $580K | 0.0% | +8.3% | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,043,754 | $322.42M | 0.1% | -2.2% | 3.062% | |
| 7/31/2025 | Wealthfront Advisers LLC | 13,915 | $2.20M | 0.0% | -16.8% | 0.021% | |
| 7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 4,150 | $655K | 0.7% | N/A | 0.006% | |
| 7/31/2025 | Leeward Investments LLC MA | 131,568 | $20.76M | 1.1% | -3.4% | 0.197% | |
| 7/31/2025 | Brighton Jones LLC | 4,603 | $726K | 0.0% | +27.1% | 0.007% | |
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| 7/31/2025 | Waldron Private Wealth LLC | 219,355 | $34.61M | 1.5% | -1.2% | 0.329% | |
| 7/31/2025 | BIP Wealth LLC | 3,496 | $552K | 0.0% | -23.4% | 0.005% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 53,975 | $8.52M | 0.1% | -2.0% | 0.081% | |
| 7/31/2025 | Curio Wealth LLC | 1,195 | $189K | 0.1% | +59,650.0% | 0.002% | |
| 7/31/2025 | Mycio Wealth Partners LLC | 2,403 | $379K | 0.1% | -35.0% | 0.004% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 1,535 | $242K | 0.1% | -6.5% | 0.002% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 894 | $141K | 0.0% | +26.1% | 0.001% | |
| 7/31/2025 | Carnegie Investment Counsel | 5,967 | $941K | 0.0% | -2.7% | 0.009% | |
| 7/31/2025 | Alamar Capital Management LLC | 13,425 | $2.12M | 1.1% | +4.3% | 0.020% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 17,355 | $2.74M | 0.0% | -11.2% | 0.026% | |
| 7/30/2025 | Sonata Capital Group Inc. | 62,737 | $9.90M | 4.0% | -2.6% | 0.094% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 4,728 | $746K | 0.0% | +24.2% | 0.007% | |
| 7/30/2025 | Covenant Partners LLC | 45,750 | $7.22M | 2.2% | -25.5% | 0.069% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 5,884 | $929K | 0.1% | +104.0% | 0.009% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 7,725 | $1.22M | 0.0% | +1.8% | 0.012% | |
| 7/30/2025 | Brookstone Capital Management | 31,083 | $4.90M | 0.1% | -8.3% | 0.047% | |
| 7/30/2025 | D.A. Davidson & CO. | 1,184,451 | $186.86M | 1.3% | +4.4% | 1.774% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 5,207 | $821K | 0.0% | -1.5% | 0.008% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 170,671 | $26.93M | 0.6% | -3.9% | 0.256% | |
| 7/30/2025 | Whittier Trust Co. | 307,192 | $48.46M | 0.6% | -4.8% | 0.460% | |
| 7/29/2025 | Stephens Inc. AR | 53,192 | $8.39M | 0.1% | +2.5% | 0.080% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 3,055 | $513K | 0.0% | -9.8% | 0.005% | |
| 7/29/2025 | Disciplined Investments LLC | 5,327 | $840K | 0.4% | +14.6% | 0.008% | |
| 7/29/2025 | Financial Synergies Wealth Advisors Inc. | 30,276 | $4.78M | 0.5% | +0.4% | 0.045% | |
| 7/29/2025 | MB Levis & Associates LLC | 11,715 | $1.85M | 0.8% | -1.2% | 0.018% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 3,628 | $572K | 0.1% | -5.0% | 0.005% | |
| 7/29/2025 | Aspiriant LLC | 84,961 | $13.40M | 0.4% | -1.0% | 0.127% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 8,210 | $1.30M | 0.3% | -19.0% | 0.012% | |
| 7/29/2025 | Arista Wealth Management LLC | 4,804 | $758K | 0.1% | N/A | 0.007% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,722 | $1.38M | 0.0% | +16.0% | 0.013% | |
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| 7/29/2025 | Private Trust Co. NA | 4,319 | $681K | 0.1% | +15.0% | 0.006% | |
| 7/29/2025 | Financial Guidance Group Inc. | 6,263 | $988K | 0.5% | -1.6% | 0.009% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 23,637 | $3.73M | 1.8% | -0.9% | 0.035% | |
| 7/29/2025 | Roof Eidam Maycock Peralta LLC | 1,283 | $202K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | WealthPLAN Partners LLC | 3,175 | $501K | 0.1% | +27.3% | 0.005% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 8,724 | $1.38M | 0.1% | +3.6% | 0.013% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 3,497 | $552K | 0.1% | -15.2% | 0.005% | |
| 7/28/2025 | Copia Wealth Management | 948 | $150K | 0.1% | -10.1% | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 6,177 | $1.02M | 0.0% | +75.6% | 0.009% | |
| 7/28/2025 | Twin Tree Management LP | 23,825 | $3.76M | 0.0% | -52.3% | 0.036% | |
| 7/28/2025 | Harbour Investments Inc. | 29,241 | $4.61M | 0.1% | +0.8% | 0.044% | |
| 7/28/2025 | Davidson Trust Co. | 3,497 | $552K | 0.3% | +22.3% | 0.005% | |
| 7/28/2025 | Courier Capital LLC | 149,080 | $23.52M | 1.4% | +1.2% | 0.223% | |
| 7/28/2025 | Equitable Trust Co. | 1,547 | $244K | 0.0% | -21.0% | 0.002% | |
| 7/28/2025 | TD Asset Management Inc | 46,768 | $7.38M | 0.0% | +21.1% | 0.070% | |
| 7/28/2025 | Perfromance Wealth Partners LLC | 7,057 | $1.11M | 0.0% | +6.4% | 0.011% | |
| 7/25/2025 | NorthRock Partners LLC | 4,527 | $714K | 0.0% | +64.9% | 0.007% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 3,386 | $543K | 0.0% | -80.7% | 0.005% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,010 | $2.68M | 0.0% | -16.9% | 0.025% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 5,541 | $874K | 0.0% | +5.5% | 0.008% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 3,199 | $505K | 0.1% | +24.2% | 0.005% | |
| 7/25/2025 | MGO One Seven LLC | 1,650 | $260K | 0.0% | -13.5% | 0.002% | |
| 7/25/2025 | Cypress Capital Group | 1,296 | $204K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 236,638 | $37.33M | 0.1% | +0.7% | 0.355% | |
| 7/25/2025 | CWM LLC | 34,847 | $5.50M | 0.0% | +6.4% | 0.052% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 1,373 | $217K | 0.0% | -21.8% | 0.002% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 144,227 | $22.75M | 0.2% | -0.8% | 0.216% | |
| 7/25/2025 | Investment Advisory Group LLC | 1,303 | $206K | 0.1% | N/A | 0.002% | |
| 7/25/2025 | Apollon Wealth Management LLC | 2,073 | $327K | 0.0% | -20.5% | 0.003% | |
| 7/25/2025 | Hemington Wealth Management | 636 | $100K | 0.0% | +43.9% | 0.001% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 8,596 | $1.36M | 0.1% | -33.3% | 0.013% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 421 | $66K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Eastern Bank | 685 | $108K | 0.0% | -31.6% | 0.001% | |
| 7/24/2025 | Lmcg Investments LLC | 6,834 | $1.08M | 0.1% | -1.2% | 0.010% | |
| 7/24/2025 | Forefront Analytics LLC | 2,612 | $412K | 0.4% | N/A | 0.004% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 3,458 | $546K | 0.0% | -2.9% | 0.005% | |
| 7/24/2025 | Blue Trust Inc. | 10,247 | $1.62M | 0.0% | +12.0% | 0.015% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 2,721 | $429K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 485 | $77K | 0.0% | -40.7% | 0.001% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 3,450 | $544K | 0.0% | -15.4% | 0.005% | |
| 7/24/2025 | Blair William & Co. IL | 55,949 | $8.83M | 0.0% | +5.0% | 0.084% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 533 | $84K | 0.0% | -11.5% | 0.001% | |
| 7/24/2025 | Leo Wealth LLC | 2,120 | $335K | 0.0% | +23.3% | 0.003% | |
| 7/24/2025 | US Bancorp DE | 174,472 | $27.53M | 0.0% | -54.1% | 0.260% | |
| 7/24/2025 | Baxter Bros Inc. | 2,175 | $343K | 0.0% | -7.4% | 0.003% | |
| 7/24/2025 | Insight Inv LLC | 327 | $52K | 0.0% | -38.0% | 0.000% | |
| 7/23/2025 | Eagle Strategies LLC | 3,749 | $591K | 0.1% | +11.0% | 0.006% | |
| 7/23/2025 | Valmark Advisers Inc. | 2,395 | $378K | 0.0% | +58.7% | 0.004% | |
| 7/23/2025 | WoodTrust Financial Corp | 160,669 | $25.35M | 2.9% | -1.4% | 0.239% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 157 | $26K | 0.0% | -59.0% | 0.000% | |
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| 7/23/2025 | Sax Wealth Advisors LLC | 3,565 | $562K | 0.0% | -42.0% | 0.005% | |
| 7/23/2025 | Foundation Wealth Management LLC | 27,468 | $4.33M | 3.0% | +23.3% | 0.041% | |
| 7/23/2025 | Roundview Capital LLC | 11,061 | $1.75M | 0.1% | -1.0% | 0.016% | |
| 7/23/2025 | Hardy Reed LLC | 13,312 | $2.10M | 0.2% | -3.0% | 0.020% | |
| 7/23/2025 | Country Club Bank | 14,031 | $2.21M | 0.1% | -2.5% | 0.021% | |
| 7/23/2025 | Viewpoint Capital Management LLC | 45,362 | $7.16M | 3.5% | -0.4% | 0.068% | |
| 7/23/2025 | Heck Capital Advisors LLC | 3,492 | $551K | 0.0% | -79.8% | 0.005% | |
| 7/22/2025 | Appleton Partners Inc. MA | 2,590 | $409K | 0.0% | -6.3% | 0.004% | |
| 7/22/2025 | Hillcrest Wealth Advisors NY LLC | 73,280 | $11.56M | 5.4% | -1.9% | 0.109% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 6,320 | $997K | 0.0% | -2.1% | 0.009% | |
