| 8/1/2025 | James Investment Research Inc. | 25,412 | $766K | 0.1% | +4.3% | 0.007% | |
| 8/1/2025 | Zhang Financial LLC | 8,482 | $256K | 0.0% | -9.6% | 0.002% | |
| 8/1/2025 | SYM FINANCIAL Corp | 15,869 | $478K | 0.1% | -4.4% | 0.005% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 34,276 | $1.03M | 0.0% | N/A | 0.010% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 98,352 | $2.96M | 0.2% | +2.1% | 0.029% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 31,611 | $953K | 0.7% | -4.1% | 0.009% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 317,991 | $9.58M | 2.6% | +0.6% | 0.093% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,276,317 | $68.61M | 0.0% | -0.1% | 0.668% | |
| 7/31/2025 | Wealthfront Advisers LLC | 15,056 | $454K | 0.0% | -10.8% | 0.004% | |
| 7/31/2025 | Ballast Advisors LLC | 272,280 | $8.21M | 2.4% | -0.9% | 0.080% | |
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| 7/31/2025 | Schoolcraft Capital LLC | 16,665 | $502K | 0.1% | -4.4% | 0.005% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 79,060 | $2.38M | 0.4% | +21.0% | 0.023% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 339,787 | $10.24M | 1.2% | +33.2% | 0.100% | |
| 7/31/2025 | Leavell Investment Management Inc. | 95,212 | $2.87M | 0.1% | -1.7% | 0.028% | |
| 7/31/2025 | Guardian Financial Partners LLC | 201,254 | $6.07M | 2.7% | +2.4% | 0.059% | |
| 7/31/2025 | BIP Alliance LLC | 21,202 | $639K | 0.2% | -2.8% | 0.006% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 30,144 | $909K | 0.0% | +7.3% | 0.009% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 2,002 | $60K | 0.0% | -70.6% | 0.001% | |
| 7/31/2025 | Washington Trust Advisors Inc. | 9,655 | $291K | 0.0% | -6.6% | 0.003% | |
| 7/31/2025 | Opus Capital Group LLC | 49,907 | $1.50M | 0.2% | -5.5% | 0.015% | |
| 7/31/2025 | CAP Partners LLC | 52,472 | $1.58M | 1.0% | +64.6% | 0.015% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 38,241 | $1.15M | 0.2% | +117.8% | 0.011% | |
| 7/30/2025 | Bleakley Financial Group LLC | 91,342 | $2.75M | 0.1% | N/A | 0.027% | |
| 7/30/2025 | Strategic Blueprint LLC | 25,413 | $766K | 0.0% | -11.2% | 0.007% | |
| 7/30/2025 | Freedom Investment Management Inc. | 236,490 | $7.13M | 0.6% | -0.7% | 0.069% | |
| 7/30/2025 | Brookstone Capital Management | 21,158 | $638K | 0.0% | +2.8% | 0.006% | |
| 7/30/2025 | Retirement Planning Group LLC | 14,231 | $429K | 0.0% | +4.5% | 0.004% | |
| 7/30/2025 | Whittier Trust Co. | 54,029 | $1.63M | 0.0% | -7.1% | 0.016% | |
| 7/30/2025 | Clune & Associates LTD. | 7,191 | $217K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | BCK Partners Inc. | 99,457 | $3.00M | 1.8% | -2.2% | 0.029% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 7,261 | $219K | 0.0% | -5.7% | 0.002% | |
| 7/30/2025 | WBH Advisory Inc. | 177,368 | $5.35M | 0.5% | -10.6% | 0.052% | |
| 7/29/2025 | Lyell Wealth Management LP | 31,315 | $944K | 0.1% | +9.6% | 0.009% | |
| 7/29/2025 | Alaska Wealth Advisors | 25,512 | $769K | 0.1% | +2.5% | 0.007% | |
| 7/29/2025 | Balboa Wealth Partners | 24,729 | $745K | 0.1% | +20.0% | 0.007% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 10,430 | $314K | 0.0% | +33.7% | 0.003% | |
| 7/29/2025 | Planned Solutions Inc. | 11,760 | $354K | 0.1% | -5.2% | 0.003% | |
| 7/29/2025 | International Assets Investment Management LLC | 8,835 | $266K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Ballast Inc. | 8,734 | $263K | 0.1% | N/A | 0.003% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 32,739 | $987K | 0.0% | +1.8% | 0.010% | |
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| 7/29/2025 | Ifrah Financial Services Inc. | 90,362 | $2.72M | 0.7% | -0.8% | 0.026% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 28,639 | $863K | 0.1% | -6.8% | 0.008% | |
| 7/29/2025 | Curbstone Financial Management Corp | 86,850 | $2.62M | 0.5% | -2.2% | 0.025% | |
| 7/29/2025 | Foster & Motley Inc. | 20,608 | $621K | 0.0% | -20.8% | 0.006% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 10,010 | $302K | 0.0% | -40.5% | 0.003% | |
| 7/29/2025 | Private Trust Co. NA | 10,972 | $331K | 0.0% | -7.3% | 0.003% | |
| 7/29/2025 | Creekside Partners | 115,876 | $3.49M | 1.7% | +12.8% | 0.034% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 18,436 | $556K | 0.0% | -2.0% | 0.005% | |
| 7/28/2025 | Chesapeake Wealth Management | 73,445 | $2.21M | 0.7% | +3.3% | 0.022% | |
| 7/28/2025 | Smart Portfolios LLC | 14,580 | $439K | 0.4% | +7.4% | 0.004% | |
| 7/28/2025 | Mutual Advisors LLC | 83,198 | $2.58M | 0.1% | -3.3% | 0.024% | |
| 7/28/2025 | Ritholtz Wealth Management | 82,420 | $2.48M | 0.1% | +510.6% | 0.024% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 16,208 | $488K | 0.2% | -10.1% | 0.005% | |
| 7/28/2025 | Harbour Investments Inc. | 8,712 | $263K | 0.0% | -3.7% | 0.003% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 56,760 | $1.71M | 0.0% | +7.9% | 0.017% | |
| 7/25/2025 | Northwest Capital Management Inc | 63,099 | $1.90M | 1.0% | -34.6% | 0.019% | |
| 7/25/2025 | NorthRock Partners LLC | 6,795 | $205K | 0.0% | -5.6% | 0.002% | |
| 7/25/2025 | FIDELIS iM LLC | 131,559 | $3.97M | 1.8% | +3.5% | 0.039% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 71,608 | $2.16M | 0.0% | -64.2% | 0.021% | |
| 7/25/2025 | Courage Miller Partners LLC | 227,292 | $6.85M | 2.2% | +2.2% | 0.067% | |
| 7/25/2025 | St. Louis Trust Co | 226,568 | $6.83M | 0.9% | +3.0% | 0.066% | |
| 7/25/2025 | RHS Financial LLC | 7,236 | $218K | 0.1% | -20.9% | 0.002% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 41,694 | $1.26M | 0.2% | N/A | 0.012% | |
| 7/25/2025 | CWM LLC | 93,689 | $2.82M | 0.0% | -14.5% | 0.027% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 67,673 | $2.04M | 0.2% | -6.8% | 0.020% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 225,814 | $6.81M | 1.6% | -0.6% | 0.066% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 31,268 | $942K | 0.0% | +54.2% | 0.009% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 6,894 | $208K | 0.0% | -28.5% | 0.002% | |
| 7/25/2025 | Apollon Wealth Management LLC | 100,651 | $3.03M | 0.1% | -4.2% | 0.030% | |
| 7/25/2025 | Keener Financial Planning LLC | 1,330 | $40K | 0.0% | +5,945.5% | 0.000% | |
| 7/25/2025 | PrairieView Partners LLC | 94,173 | $2.84M | 0.3% | -3.9% | 0.028% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 12,133 | $366K | 0.3% | -3.7% | 0.004% | |
| 7/24/2025 | FinDec Wealth Services Inc. | 29,695 | $895K | 0.9% | -15.7% | 0.009% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 166,552 | $5.02M | 0.3% | -2.9% | 0.049% | |
| 7/24/2025 | Thompson Investment Management Inc. | 56,154 | $1.69M | 0.2% | +0.9% | 0.016% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 110,236 | $3.32M | 0.3% | +3.9% | 0.032% | |
| 7/24/2025 | M1 Capital Management LLC | 14,806 | $446K | 0.2% | +62.3% | 0.004% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 75,247 | $2.27M | 0.8% | -10.5% | 0.022% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 15,489 | $467K | 0.0% | +44.1% | 0.005% | |
| 7/24/2025 | IFP Advisors Inc | 25,568 | $771K | 0.0% | +12.5% | 0.007% | |
| 7/24/2025 | Blair William & Co. IL | 28,719 | $866K | 0.0% | +25.7% | 0.008% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 10,913 | $329K | 0.0% | -12.2% | 0.003% | |
| 7/24/2025 | Game Plan Financial Advisors LLC | 2,055 | $62K | 0.0% | +24.2% | 0.001% | |
| 7/24/2025 | US Bancorp DE | 3,445,757 | $103.86M | 0.1% | -5.7% | 1.010% | |
| 7/23/2025 | Values Added Financial LLC | 39,980 | $1.21M | 0.6% | +51.4% | 0.012% | |
| 7/23/2025 | AMI Investment Management Inc. | 62,308 | $1.88M | 0.5% | +2.6% | 0.018% | |
| 7/23/2025 | Ignite Planners LLC | 42,772 | $1.32M | 0.2% | +5.9% | 0.013% | |
| 7/23/2025 | Valmark Advisers Inc. | 70,122 | $2.11M | 0.0% | +2.6% | 0.021% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 35,285 | $1.06M | 0.2% | -1.5% | 0.010% | |
| 7/23/2025 | Arcataur Capital Management LLC | 85,432 | $2.58M | 0.8% | -1.6% | 0.025% | |
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| 7/23/2025 | Pure Portfolios Holdings LLC | 494,578 | $14.91M | 5.1% | +1.2% | 0.145% | |
| 7/23/2025 | Madden Advisory Services Inc. | 40,069 | $1.21M | 0.5% | -2.2% | 0.012% | |
| 7/23/2025 | Watershed Private Wealth LLC | 28,254 | $852K | 0.3% | -16.9% | 0.008% | |
| 7/23/2025 | Godsey & Gibb Inc. | 1,659 | $50K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Roundview Capital LLC | 35,526 | $1.07M | 0.1% | -15.6% | 0.010% | |
| 7/23/2025 | RMG Wealth Management LLC | 2,644 | $80K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Roberts Wealth Advisors LLC | 71,950 | $2.17M | 0.6% | -1.5% | 0.021% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 348,518 | $10.50M | 0.1% | -48.9% | 0.102% | |
| 7/22/2025 | Capital Advisors Inc. OK | 20,068 | $605K | 0.0% | N/A | 0.006% | |
| 7/22/2025 | Evensky & Katz LLC | 19,035 | $574K | 0.0% | -3.5% | 0.006% | |
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