| 8/1/2025 | Oarsman Capital Inc. | 29,170 | $1.24M | 0.2% | +5.7% | 0.027% | |
| 8/1/2025 | Motco | 9,432 | $400K | 0.0% | -30.0% | 0.009% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 37,946 | $1.62M | 0.8% | -0.6% | 0.035% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 182,971 | $7.79M | 5.3% | +1.1% | 0.170% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 697,217 | $29.69M | 0.0% | -54.8% | 0.647% | |
| 7/31/2025 | Schoolcraft Capital LLC | 10,571 | $450K | 0.1% | -3.9% | 0.010% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 29,538 | $1.26M | 0.1% | +16.6% | 0.027% | |
| 7/31/2025 | CVA Family Office LLC | 1,659 | $71K | 0.0% | -29.9% | 0.002% | |
| 7/31/2025 | Guardian Financial Partners LLC | 33,857 | $1.44M | 0.6% | +10.4% | 0.031% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 126,108 | $5.37M | 2.1% | -5.4% | 0.117% | |
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| 7/30/2025 | White Lighthouse Investment Management Inc. | 6,873 | $293K | 0.0% | -5.4% | 0.006% | |
| 7/30/2025 | Parcion Private Wealth LLC | 5,139 | $219K | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Divergent Planning LLC | 130,904 | $5.56M | 1.0% | N/A | 0.121% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 40,373 | $1.72M | 0.0% | -9.0% | 0.037% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 11,215 | $478K | 0.1% | -4.4% | 0.010% | |
| 7/29/2025 | Private Wealth Management Group LLC | 11,779 | $502K | 0.2% | -6.0% | 0.011% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 42,373 | $1.81M | 0.5% | +6.9% | 0.039% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 17,016 | $725K | 0.5% | -2.6% | 0.016% | |
| 7/29/2025 | Aire Advisors LLC | 65,680 | $2.80M | 0.5% | -0.4% | 0.061% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 10,636 | $453K | 0.2% | -4.4% | 0.010% | |
| 7/28/2025 | Ritholtz Wealth Management | 11,770 | $501K | 0.0% | N/A | 0.011% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 79,105 | $3.37M | 1.3% | +1.0% | 0.073% | |
| 7/25/2025 | Northwest Capital Management Inc | 13,090 | $557K | 0.3% | -54.9% | 0.012% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 15,290 | $651K | 0.0% | -15.5% | 0.014% | |
| 7/25/2025 | St. Louis Trust Co | 83,403 | $3.55M | 0.5% | +4.3% | 0.077% | |
| 7/25/2025 | CWM LLC | 36,962 | $1.57M | 0.0% | -16.8% | 0.034% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 11,123 | $474K | 0.0% | +37.8% | 0.010% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 9,169 | $391K | 0.0% | +59.3% | 0.009% | |
| 7/25/2025 | PrairieView Partners LLC | 204,064 | $8.69M | 0.8% | +13.0% | 0.189% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 5,490 | $234K | 0.2% | -14.1% | 0.005% | |
| 7/24/2025 | Brucke Financial Inc. | 108,578 | $4.62M | 3.2% | -2.6% | 0.101% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 4,753 | $202K | 0.1% | N/A | 0.004% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 75,592 | $3.22M | 1.0% | +2.8% | 0.070% | |
| 7/24/2025 | IFP Advisors Inc | 17,330 | $738K | 0.0% | +31.2% | 0.016% | |
| 7/24/2025 | Blair William & Co. IL | 5,093 | $217K | 0.0% | +148.2% | 0.005% | |
| 7/23/2025 | Peak Financial Management Inc. | 17,399 | $741K | 0.2% | -6.4% | 0.016% | |
| 7/23/2025 | Valmark Advisers Inc. | 136,723 | $5.82M | 0.1% | +4.1% | 0.127% | |
| 7/23/2025 | Colony Family Offices LLC | 58,300 | $2.48M | 0.6% | +22.7% | 0.054% | |
| 7/23/2025 | Godsey & Gibb Inc. | 928 | $40K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 144,189 | $6.14M | 0.1% | +0.6% | 0.134% | |
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| 7/22/2025 | Belpointe Asset Management LLC | 13,450 | $573K | 0.0% | -46.3% | 0.012% | |
| 7/22/2025 | Valley National Advisers Inc. | 87,332 | $3.72M | 0.6% | -11.4% | 0.081% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 6,336 | $270K | 0.1% | -29.0% | 0.006% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 27,771 | $1.18M | 0.6% | -3.5% | 0.026% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 14,525 | $619K | 0.0% | -3.6% | 0.013% | |
| 7/22/2025 | Berger Financial Group Inc | 5,302 | $226K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | Single Point Partners LLC | 6,786 | $289K | 0.1% | -45.6% | 0.006% | |
| 7/21/2025 | Life Planning Partners Inc | 10,338 | $440K | 0.4% | -5.5% | 0.010% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 13,450 | $573K | 0.1% | -46.3% | 0.012% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,578 | $67K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 698,854 | $29.76M | 0.7% | +8.9% | 0.648% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 43,282 | $1.84M | 0.4% | N/A | 0.040% | |
| 7/21/2025 | Abacus Planning Group Inc. | 55,530 | $2.37M | 0.3% | +2.7% | 0.052% | |
| 7/21/2025 | 25 LLC | 30,298 | $1.29M | 0.5% | +77.8% | 0.028% | |
| 7/18/2025 | Pure Financial Advisors LLC | 617,177 | $26.29M | 0.5% | +0.5% | 0.573% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 2,590 | $110K | 0.0% | -71.1% | 0.002% | |
| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 78,810 | $3.36M | 0.9% | -3.9% | 0.073% | |
| 7/17/2025 | K2 Financial Inc. | 13,974 | $595K | 0.5% | +6.2% | 0.013% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 8,517 | $363K | 0.0% | -6.7% | 0.008% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 2,185 | $93K | 0.0% | -14.1% | 0.002% | |
| 7/17/2025 | Fifth Third Securities Inc. | 19,303 | $822K | 0.1% | +5.4% | 0.018% | |
| 7/17/2025 | Capital Insight Partners LLC | 20,989 | $894K | 0.2% | -7.2% | 0.019% | |
| 7/17/2025 | Stone Summit Wealth LLC | 43,405 | $1.85M | 0.6% | -0.6% | 0.040% | |
| 7/17/2025 | Charles Schwab Trust Co | 377,943 | $16.10M | 1.2% | +2.3% | 0.351% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 17,696 | $754K | 0.2% | +5.2% | 0.016% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 20,546 | $875K | 0.1% | -2.8% | 0.019% | |
| 7/16/2025 | Kathmere Capital Management LLC | 5,852 | $249K | 0.0% | -33.6% | 0.005% | |
| 7/16/2025 | Investment Partners Asset Management Inc. | 19,694 | $839K | 0.6% | +1.7% | 0.018% | |
| 7/16/2025 | Falcon Wealth Planning | 28,593 | $1.22M | 0.1% | -14.4% | 0.027% | |
| 7/16/2025 | Embree Financial Group | 48,705 | $2.07M | 0.3% | -15.8% | 0.045% | |
| 7/16/2025 | Traveka Wealth LLC | 111,822 | $4.76M | 2.5% | +2.4% | 0.104% | |
| 7/16/2025 | Perigon Wealth Management LLC | 156,204 | $6.65M | 0.2% | +1.0% | 0.145% | |
| 7/15/2025 | McAdam LLC | 1,354,346 | $57.68M | 3.2% | -1.4% | 1.256% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 76,156 | $3.24M | 2.8% | N/A | 0.071% | |
| 7/15/2025 | Mather Group LLC. | 1,160,858 | $49.44M | 0.5% | +0.3% | 1.077% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 91,275 | $3.92M | 0.3% | N/A | 0.085% | |
| 7/15/2025 | Evanson Asset Management LLC | 5,119 | $218K | 0.0% | N/A | 0.005% | |
| 7/15/2025 | James J. Burns & Company LLC | 23,063 | $982K | 0.2% | +4.2% | 0.021% | |
| 7/15/2025 | BCS Wealth Management | 68,290 | $2.91M | 0.6% | +32.8% | 0.063% | |
| 7/15/2025 | Maseco LLP | 9,756 | $415K | 0.0% | N/A | 0.009% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 1,766 | $75K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Fifth Third Bancorp | 4,315 | $184K | 0.0% | +15,310.7% | 0.004% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 4,767 | $203K | 0.1% | N/A | 0.004% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 44,333 | $1.89M | 0.9% | -1.9% | 0.041% | |
| 7/14/2025 | Foster Group Inc. | 30,800 | $1.31M | 0.0% | -2.0% | 0.029% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 173,264 | $7.38M | 1.4% | -0.5% | 0.161% | |
| 7/14/2025 | Abound Wealth Management | 2,917 | $124K | 0.0% | +116.9% | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,171 | $604K | 0.0% | +6.9% | 0.013% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 25,774 | $1.10M | 0.1% | -7.0% | 0.024% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 22,311 | $950K | 0.5% | -2.1% | 0.021% | |
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| 7/10/2025 | NorthCrest Asset Manangement LLC | 29,699 | $1.27M | 0.0% | -3.8% | 0.028% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 267,033 | $11.43M | 0.0% | -12.1% | 0.248% | |
| 7/10/2025 | Wedmont Private Capital | 153,314 | $6.58M | 0.3% | +0.9% | 0.142% | |
| 7/10/2025 | Brooklyn FI LLC | 118,631 | $5.05M | 1.3% | +4.7% | 0.110% | |
| 7/10/2025 | Focus Financial Network Inc. | 32,940 | $1.40M | 0.1% | +7.2% | 0.031% | |
| 7/9/2025 | Aurelius Family Office LLC | 5,545 | $236K | 0.1% | N/A | 0.005% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 9,925 | $423K | 0.0% | +3.5% | 0.009% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 7,857 | $335K | 0.1% | -3.2% | 0.007% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 175,977 | $7.50M | 2.8% | -7.9% | 0.163% | |
| 7/9/2025 | ACT Wealth Management LLC | 35,990 | $1.53M | 0.6% | +11.0% | 0.033% | |
