| 8/1/2025 | Oarsman Capital Inc. | 15,756 | $436K | 0.1% | -2.3% | 0.003% | |
| 8/1/2025 | FSA Advisors Inc. | 11,481 | $318K | 0.3% | -3.9% | 0.003% | |
| 8/1/2025 | Zhang Financial LLC | 17,766 | $492K | 0.0% | +6.3% | 0.004% | |
| 8/1/2025 | Advisory Alpha LLC | 7,387 | $204K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 68,461 | $1.89M | 0.0% | N/A | 0.015% | |
| 8/1/2025 | Penobscot Wealth Management | 8,144 | $225K | 0.1% | N/A | 0.002% | |
| 8/1/2025 | Financial Counselors Inc. | 749,981 | $20.75M | 29.4% | -53.7% | 0.164% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 139,983 | $3.87M | 2.0% | -2.6% | 0.031% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,167,900 | $447.37M | 0.1% | -1.9% | 3.533% | |
| 7/31/2025 | New Hampshire Trust | 52,860 | $1.46M | 0.3% | +1.2% | 0.012% | |
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| 7/31/2025 | Schoolcraft Capital LLC | 14,024 | $388K | 0.1% | -4.2% | 0.003% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 295,971 | $8.19M | 1.2% | +54.8% | 0.065% | |
| 7/31/2025 | Brighton Jones LLC | 24,194 | $669K | 0.0% | +24.6% | 0.005% | |
| 7/31/2025 | Dodds Wealth LLC | 1,110,461 | $30.73M | 8.2% | +0.4% | 0.243% | |
| 7/31/2025 | Leavell Investment Management Inc. | 129,833 | $3.59M | 0.2% | -0.9% | 0.028% | |
| 7/31/2025 | Brian Low Financial Group LLC | 8,530 | $236K | 0.2% | N/A | 0.002% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 1,732,941 | $47.95M | 0.6% | -10.2% | 0.379% | |
| 7/31/2025 | DDD Partners LLC | 131,835 | $3.65M | 0.4% | +1.9% | 0.029% | |
| 7/31/2025 | Opes Wealth Management LLC | 343,935 | $9.52M | 1.7% | +4.6% | 0.075% | |
| 7/31/2025 | Gill Capital Partners LLC | 404,450 | $11.19M | 3.6% | -1.6% | 0.088% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 9,369 | $260K | 0.2% | N/A | 0.002% | |
| 7/30/2025 | KPP Advisory Services LLC | 125,092 | $3.46M | 0.6% | +3.8% | 0.027% | |
| 7/30/2025 | Bleakley Financial Group LLC | 67,891 | $1.88M | 0.0% | -7.9% | 0.015% | |
| 7/30/2025 | Strategic Blueprint LLC | 14,603 | $404K | 0.0% | -13.4% | 0.003% | |
| 7/30/2025 | Black Diamond Financial LLC | 1,029,594 | $28.49M | 4.4% | -15.8% | 0.225% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 269,081 | $7.45M | 0.3% | +7.6% | 0.059% | |
| 7/30/2025 | Brookstone Capital Management | 225,649 | $6.24M | 0.1% | +1.2% | 0.049% | |
| 7/30/2025 | Retirement Planning Group LLC | 69,481 | $1.92M | 0.1% | -1.1% | 0.015% | |
| 7/30/2025 | Wedgewood Investors Inc. PA | 7,389 | $204K | 0.2% | N/A | 0.002% | |
| 7/30/2025 | Bogart Wealth LLC | 458,382 | $12.68M | 0.5% | +1.5% | 0.100% | |
| 7/30/2025 | WBH Advisory Inc. | 30,452 | $843K | 0.1% | -2.6% | 0.007% | |
| 7/29/2025 | FLC Capital Advisors | 13,907 | $385K | 0.1% | N/A | 0.003% | |
| 7/29/2025 | Financial Advisors LLC | 2,653,686 | $73.43M | 13.7% | -1.7% | 0.580% | |
| 7/29/2025 | Altus Wealth Group LLC | 127,257 | $3.52M | 1.6% | -6.1% | 0.028% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 27,900 | $792K | 0.0% | +53.4% | 0.006% | |
| 7/29/2025 | Kelman Lazarov Inc. | 15,345 | $425K | 0.1% | +5.3% | 0.003% | |
| 7/29/2025 | Goldstein Advisors LLC | 17,301 | $479K | 0.1% | +7.4% | 0.004% | |
| 7/29/2025 | Ballast Inc. | 15,950 | $441K | 0.2% | N/A | 0.003% | |
| 7/29/2025 | Northern Capital Management Inc. | 1,148,887 | $31.79M | 18.7% | -2.3% | 0.251% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 26,978 | $746K | 0.0% | -7.3% | 0.006% | |
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| 7/29/2025 | May Barnhard Investments LLC | 350,876 | $9.71M | 4.5% | -0.1% | 0.077% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 73,795 | $2.04M | 0.0% | -37.2% | 0.016% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 85,136 | $2.36M | 0.1% | -1.4% | 0.019% | |
| 7/29/2025 | Private Trust Co. NA | 4,608 | $128K | 0.0% | +65.3% | 0.001% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 8,175 | $226K | 0.2% | N/A | 0.002% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 210,622 | $5.83M | 1.1% | -5.0% | 0.046% | |
| 7/29/2025 | Barden Capital Management Inc. | 116,658 | $3.23M | 2.8% | -1.8% | 0.025% | |
| 7/29/2025 | Aire Advisors LLC | 24,347 | $674K | 0.1% | +2.4% | 0.005% | |
| 7/29/2025 | Creekside Partners | 45,685 | $1.26M | 0.6% | -3.6% | 0.010% | |
| 7/28/2025 | Compass Advisory Group LLC | 104,795 | $2.90M | 0.9% | -0.8% | 0.023% | |
| 7/28/2025 | Bridges Investment Management Inc. | 15,055 | $417K | 0.0% | -6.1% | 0.003% | |
| 7/28/2025 | Chesapeake Wealth Management | 32,760 | $906K | 0.3% | -2.2% | 0.007% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 618,080 | $17.10M | 6.8% | +3.1% | 0.135% | |
| 7/28/2025 | Mutual Advisors LLC | 601,228 | $17.07M | 0.4% | +1.2% | 0.131% | |
| 7/28/2025 | Ritholtz Wealth Management | 64,665 | $1.79M | 0.0% | +703.1% | 0.014% | |
| 7/28/2025 | Harbour Investments Inc. | 14,586 | $404K | 0.0% | +26.9% | 0.003% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 121,260 | $3.36M | 0.0% | N/A | 0.026% | |
| 7/28/2025 | RFG Advisory LLC | 28,814 | $797K | 0.0% | -14.9% | 0.006% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 9,733 | $269K | 0.0% | +14.5% | 0.002% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 7,742 | $214K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | Nadler Financial Group Inc. | 172,549 | $4.77M | 0.5% | -8.0% | 0.038% | |
| 7/25/2025 | Northwest Capital Management Inc | 26,347 | $729K | 0.4% | -23.7% | 0.006% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 62,430 | $1.74M | 0.0% | -24.7% | 0.014% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,125,858 | $31.15M | 0.1% | +8.3% | 0.246% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 153,645 | $4.25M | 0.0% | -33.3% | 0.034% | |
| 7/25/2025 | Courage Miller Partners LLC | 274,001 | $7.58M | 2.4% | +2.1% | 0.060% | |
| 7/25/2025 | M3 Advisory Group LLC | 92,987 | $2.57M | 1.8% | +1.5% | 0.020% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 11,674 | $323K | 0.3% | +11.9% | 0.003% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 51,725 | $1.43M | 0.1% | -1.6% | 0.011% | |
| 7/25/2025 | CWM LLC | 126,252 | $3.49M | 0.0% | +4.9% | 0.028% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 31,756 | $879K | 0.1% | +28.6% | 0.007% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 415,563 | $11.50M | 2.7% | +2.3% | 0.091% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 20,857 | $577K | 0.1% | +6.5% | 0.005% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 85,277 | $2.36M | 0.0% | +26.3% | 0.019% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 29,776 | $824K | 0.0% | +30.5% | 0.007% | |
| 7/25/2025 | Inman Jager Wealth Management LLC | 47,805 | $1.32M | 0.9% | -1.5% | 0.010% | |
| 7/25/2025 | Apollon Wealth Management LLC | 54,605 | $1.51M | 0.0% | -6.7% | 0.012% | |
| 7/25/2025 | Keener Financial Planning LLC | 1,233 | $34K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Van Strum & Towne Inc. | 36,093 | $999K | 0.3% | -7.7% | 0.008% | |
| 7/25/2025 | PrairieView Partners LLC | 223,537 | $6.19M | 0.6% | -1.5% | 0.049% | |
| 7/24/2025 | FinDec Wealth Services Inc. | 8,843 | $245K | 0.3% | -20.8% | 0.002% | |
| 7/24/2025 | Greenwood Gearhart Inc. | 21,684 | $600K | 0.0% | +5.1% | 0.005% | |
| 7/24/2025 | Blue Trust Inc. | 16,296 | $451K | 0.0% | +1,271.7% | 0.004% | |
| 7/24/2025 | rebel Financial LLC | 477,459 | $13.21M | 6.0% | N/A | 0.104% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 13,111 | $363K | 0.3% | N/A | 0.003% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 17,389 | $481K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 126,913 | $3.51M | 0.3% | +4.5% | 0.028% | |
| 7/24/2025 | Mengis Capital Management Inc. | 12,878 | $356K | 0.1% | -6.8% | 0.003% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 7,316 | $202K | 0.1% | N/A | 0.002% | |
| 7/24/2025 | WMG Financial Advisors LLC | 19,207 | $531K | 0.2% | +3.1% | 0.004% | |
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| 7/24/2025 | IFP Advisors Inc | 65,296 | $1.81M | 0.1% | +1.5% | 0.014% | |
| 7/24/2025 | Game Plan Financial Advisors LLC | 269,783 | $7.88M | 3.4% | +34.1% | 0.059% | |
| 7/24/2025 | Weaver Capital Management LLC | 82,722 | $2.29M | 0.6% | -3.2% | 0.018% | |
| 7/24/2025 | Leo Wealth LLC | 8,692 | $241K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | US Bancorp DE | 285,817 | $7.91M | 0.0% | -8.7% | 0.062% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 17,539 | $485K | 0.4% | -38.0% | 0.004% | |
| 7/23/2025 | Columbus Macro LLC | 237,224 | $6.56M | 0.8% | -5.1% | 0.052% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 195,326 | $5.41M | 4.4% | +5.4% | 0.043% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 11,864 | $328K | 0.2% | +4.8% | 0.003% | |
| 7/23/2025 | Valmark Advisers Inc. | 7,533 | $208K | 0.0% | N/A | 0.002% | |
