| 8/1/2025 | FSA Advisors Inc. | 2,058 | $272K | 0.2% | N/A | 0.002% | |
| 8/1/2025 | Planning Directions Inc. | 1,811 | $239K | 0.1% | -25.6% | 0.002% | |
| 8/1/2025 | Zhang Financial LLC | 3,896 | $515K | 0.0% | +10.4% | 0.004% | |
| 8/1/2025 | First National Trust Co | 8,497 | $1.12M | 0.0% | -2.7% | 0.009% | |
| 8/1/2025 | SYM FINANCIAL Corp | 8,803 | $1.16M | 0.1% | +429.3% | 0.009% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 15,087 | $1.99M | 0.2% | +67.4% | 0.015% | |
| 8/1/2025 | Bessemer Group Inc. | 15,034 | $1.99M | 0.0% | -0.6% | 0.015% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 8,256 | $1.09M | 0.1% | -1.5% | 0.008% | |
| 8/1/2025 | GoalVest Advisory LLC | 658 | $87K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | First Command Advisory Services Inc. | 1,489 | $197K | 0.0% | +17.8% | 0.001% | |
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| 8/1/2025 | Ashton Thomas Private Wealth LLC | 11,757 | $1.55M | 0.1% | -29.7% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 836,341 | $110.51M | 0.0% | +19.0% | 0.839% | |
| 7/31/2025 | Wealthfront Advisers LLC | 12,181 | $1.61M | 0.0% | +13.5% | 0.012% | |
| 7/31/2025 | Fiduciary Wealth Partners LLC | 2,591 | $342K | 0.3% | N/A | 0.003% | |
| 7/31/2025 | Brighton Jones LLC | 19,957 | $2.64M | 0.1% | +1.7% | 0.020% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 39,187 | $5.18M | 0.1% | -1.6% | 0.039% | |
| 7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 4,953 | $654K | 0.2% | N/A | 0.005% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 7,260 | $983K | 0.4% | +13.9% | 0.007% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 2,807 | $371K | 0.1% | -6.5% | 0.003% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 1,842 | $243K | 0.0% | +198.1% | 0.002% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 394 | $52K | 0.0% | -46.5% | 0.000% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 242,249 | $32.01M | 1.2% | -2.9% | 0.243% | |
| 7/31/2025 | LJI Wealth Management LLC | 3,272 | $432K | 0.1% | -2.8% | 0.003% | |
| 7/31/2025 | AlTi Global Inc. | 2,100 | $277K | 0.0% | -5.0% | 0.002% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 2,618,967 | $346.07M | 5.3% | -0.1% | 2.627% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 2,760 | $379K | 0.1% | +28.4% | 0.003% | |
| 7/30/2025 | Bleakley Financial Group LLC | 45,364 | $5.99M | 0.2% | -2.3% | 0.046% | |
| 7/30/2025 | Principle Wealth Partners LLC | 5,155 | $681K | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Sonata Capital Group Inc. | 8,972 | $1.19M | 0.5% | +0.9% | 0.009% | |
| 7/30/2025 | LifeWealth Investments LLC | 56,607 | $7.48M | 2.4% | +55.5% | 0.057% | |
| 7/30/2025 | Freedom Investment Management Inc. | 14,679 | $1.94M | 0.2% | -0.6% | 0.015% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 12,195 | $1.61M | 0.1% | -1.7% | 0.012% | |
| 7/30/2025 | Parcion Private Wealth LLC | 5,049 | $667K | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Covenant Partners LLC | 159,397 | $21.06M | 6.3% | -9.5% | 0.160% | |
| 7/30/2025 | TFB Advisors LLC | 15,106 | $2.00M | 0.5% | -5.2% | 0.015% | |
| 7/30/2025 | Brookstone Capital Management | 9,294 | $1.23M | 0.0% | +91.1% | 0.009% | |
| 7/30/2025 | Phillips Financial Management LLC | 4,495 | $594K | 0.0% | -6.2% | 0.005% | |
| 7/30/2025 | D.A. Davidson & CO. | 11,896 | $1.57M | 0.0% | -5.3% | 0.012% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 5,859 | $774K | 0.0% | +16.6% | 0.006% | |
| 7/30/2025 | Pacific Sun Financial Corp | 11,394 | $1.51M | 0.8% | -0.7% | 0.011% | |
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| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 17,711 | $2.34M | 0.1% | +1.2% | 0.018% | |
| 7/30/2025 | Whittier Trust Co. | 18,272 | $2.41M | 0.0% | +1.0% | 0.018% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 1,363 | $180K | 0.0% | -18.0% | 0.001% | |
| 7/29/2025 | Stephens Inc. AR | 835,726 | $110.43M | 1.5% | +2.3% | 0.838% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 2,662 | $352K | 0.1% | -22.6% | 0.003% | |
| 7/29/2025 | Calamos Wealth Management LLC | 1,706 | $225K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 267,140 | $36.71M | 1.1% | -0.7% | 0.268% | |
| 7/29/2025 | May Barnhard Investments LLC | 42,911 | $5.67M | 2.6% | -0.4% | 0.043% | |
| 7/29/2025 | Aspiriant LLC | 4,950 | $654K | 0.0% | +101.4% | 0.005% | |
| 7/29/2025 | Rodgers & Associates LTD | 171,776 | $22.70M | 2.5% | +2.6% | 0.172% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 3,648 | $482K | 0.0% | -3.3% | 0.004% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,525 | $1.66M | 0.0% | -1.7% | 0.013% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 2,290 | $303K | 0.0% | -11.2% | 0.002% | |
| 7/29/2025 | Private Trust Co. NA | 8,731 | $1.15M | 0.1% | +2.2% | 0.009% | |
| 7/29/2025 | Financial Guidance Group Inc. | 9,739 | $1.29M | 0.6% | -1.6% | 0.010% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 683 | $90K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 13,332 | $1.76M | 0.3% | -4.8% | 0.013% | |
| 7/28/2025 | WealthPLAN Partners LLC | 3,760 | $497K | 0.1% | +21.1% | 0.004% | |
| 7/28/2025 | Stegner Investment Associates Inc. | 5,514 | $729K | 0.4% | -5.9% | 0.006% | |
| 7/28/2025 | Nvest Financial LLC | 7,157 | $946K | 0.5% | +173.9% | 0.007% | |
| 7/28/2025 | Fairman Group LLC | 340 | $45K | 0.0% | +107.3% | 0.000% | |
| 7/28/2025 | Mutual Advisors LLC | 9,214 | $1.27M | 0.0% | +24.0% | 0.009% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 23,069 | $3.05M | 0.4% | -4.1% | 0.023% | |
| 7/28/2025 | Harbour Investments Inc. | 2,154 | $285K | 0.0% | -25.9% | 0.002% | |
| 7/28/2025 | Courier Capital LLC | 11,902 | $1.57M | 0.1% | +15.0% | 0.012% | |
| 7/28/2025 | Equitable Trust Co. | 21,951 | $2.90M | 0.1% | -1.4% | 0.022% | |
| 7/28/2025 | Perfromance Wealth Partners LLC | 12,328 | $1.63M | 0.1% | -10.2% | 0.012% | |
| 7/28/2025 | Naviter Wealth LLC | 11,211 | $1.48M | 0.2% | -1.7% | 0.011% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 6,133 | $810K | 0.1% | -4.8% | 0.006% | |
| 7/25/2025 | Community Bank N.A. | 34,663 | $4.58M | 0.6% | -5.3% | 0.035% | |
| 7/25/2025 | NorthRock Partners LLC | 7,549 | $998K | 0.0% | +29.3% | 0.008% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 1,885 | $249K | 0.0% | -17.4% | 0.002% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,266 | $1.89M | 0.0% | -52.0% | 0.014% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,775,076 | $366.70M | 1.3% | -29.7% | 2.783% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 20,799 | $2.78M | 0.0% | -15.3% | 0.021% | |
| 7/25/2025 | CWM LLC | 72,242 | $9.55M | 0.0% | +4.8% | 0.072% | |
| 7/25/2025 | Means Investment CO. Inc. | 2,432 | $321K | 0.0% | -11.8% | 0.002% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 2,888 | $382K | 0.0% | +81.6% | 0.003% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 88,483 | $11.69M | 0.1% | -6.2% | 0.089% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 3,120 | $412K | 0.0% | +21.7% | 0.003% | |
| 7/25/2025 | Richardson Financial Services Inc. | 1,018 | $136K | 0.1% | -47.1% | 0.001% | |
| 7/24/2025 | Conning Inc. | 47,016 | $6.21M | 0.2% | -22.1% | 0.047% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 251 | $33K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 3,437 | $463K | 0.1% | -2.1% | 0.003% | |
| 7/24/2025 | Villere ST Denis J & Co. LLC | 2,033 | $269K | 0.0% | -25.6% | 0.002% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 3,133 | $414K | 0.0% | +6.6% | 0.003% | |
| 7/24/2025 | Blue Trust Inc. | 2,252 | $298K | 0.0% | +111.1% | 0.002% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 2,698 | $357K | 0.1% | -6.1% | 0.003% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 3,027 | $400K | 0.0% | -4.3% | 0.003% | |
| 7/24/2025 | Callan Family Office LLC | 11,050 | $1.46M | 0.0% | +6.7% | 0.011% | |
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| 7/24/2025 | Blair William & Co. IL | 24,399 | $3.22M | 0.0% | -0.5% | 0.024% | |
| 7/24/2025 | MSH Capital Advisors LLC | 23,777 | $3.14M | 0.9% | +2.1% | 0.024% | |
| 7/24/2025 | US Bancorp DE | 2,284,750 | $301.91M | 0.4% | -47.5% | 2.280% | |
| 7/23/2025 | Tectonic Advisors LLC | 20,701 | $2.74M | 0.2% | +13.8% | 0.021% | |
| 7/23/2025 | First Merchants Corp | 37,828 | $5.00M | 0.2% | +1.7% | 0.038% | |
| 7/23/2025 | Eagle Strategies LLC | 12,926 | $1.71M | 0.3% | +2.4% | 0.013% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 4,713 | $623K | 0.0% | +3.0% | 0.005% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 1,914 | $253K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 2,343 | $310K | 0.0% | -3.1% | 0.002% | |
| 7/23/2025 | Country Club Bank | 9,658 | $1.27M | 0.1% | -0.8% | 0.010% | |
