| 8/8/2025 | Tortoise Investment Management LLC | 34,213 | $2.73M | 0.3% | -4.6% | 0.075% | |
| 8/8/2025 | Firestone Capital Management | 12,756 | $1.02M | 0.2% | -27.1% | 0.028% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 55,731 | $4.45M | 0.1% | +6.5% | 0.122% | |
| 8/8/2025 | Cetera Investment Advisers | 82,294 | $6.56M | 0.0% | -4.3% | 0.180% | |
| 8/8/2025 | Creative Planning | 380,649 | $30.36M | 0.0% | -6.7% | 0.833% | |
| 8/8/2025 | WealthShield Partners LLC | 74,089 | $5.91M | 0.7% | +10.5% | 0.162% | |
| 8/8/2025 | Meridian Wealth Management LLC | 3,856 | $308K | 0.0% | -22.9% | 0.008% | |
| 8/8/2025 | Wrapmanager Inc. | 8,511 | $679K | 0.2% | -1.6% | 0.019% | |
| 8/8/2025 | Good Life Advisors LLC | 8,732 | $696K | 0.0% | +6.4% | 0.019% | |
| 8/8/2025 | Austin Wealth Management LLC | 5,305 | $429K | 0.1% | -21.7% | 0.012% | |
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| 8/8/2025 | Bailard Inc. | 37,194 | $2.97M | 0.1% | +6.3% | 0.081% | |
| 8/8/2025 | Accredited Investors Inc. | 7,435 | $593K | 0.0% | -6.3% | 0.016% | |
| 8/8/2025 | ERTS Wealth Advisors LLC | 134,128 | $10.70M | 3.7% | -47.7% | 0.293% | |
| 8/7/2025 | CENTRAL TRUST Co | 2,418 | $193K | 0.0% | -42.4% | 0.005% | |
| 8/7/2025 | Nwam LLC | 71,503 | $5.70M | 0.5% | +2.5% | 0.156% | |
| 8/7/2025 | Allworth Financial LP | 5,663 | $452K | 0.0% | +16.6% | 0.012% | |
| 8/7/2025 | Winthrop Capital Management LLC | 1,703 | $136K | 0.0% | -19.5% | 0.004% | |
| 8/7/2025 | Midwest Trust Co | 75,932 | $6.06M | 0.1% | N/A | 0.166% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 18,248 | $1.46M | 0.2% | +29.9% | 0.040% | |
| 8/6/2025 | Cannon Financial Strategists Inc. | 952,755 | $75.99M | 12.0% | +1.1% | 2.085% | |
| 8/6/2025 | AE Wealth Management LLC | 2,614 | $208K | 0.0% | -14.5% | 0.006% | |
| 8/6/2025 | Capasso Planning Partners LLC | 77,347 | $6.17M | 3.5% | -43.5% | 0.169% | |
| 8/6/2025 | Savant Capital LLC | 45,733 | $3.65M | 0.0% | +20.2% | 0.100% | |
| 8/6/2025 | Texas Yale Capital Corp. | 13,130 | $1.05M | 0.0% | -35.8% | 0.029% | |
| 8/6/2025 | Modera Wealth Management LLC | 94,854 | $7.57M | 0.1% | -4.7% | 0.208% | |
| 8/6/2025 | OneAscent Family Office LLC | 9,572 | $763K | 0.7% | +92.1% | 0.021% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 2,231 | $178K | 0.0% | N/A | 0.005% | |
| 8/6/2025 | Convergence Financial LLC | 202,579 | $16.16M | 2.8% | -15.6% | 0.443% | |
| 8/5/2025 | Beckerman Institutional LLC | 9,687 | $773K | 0.5% | -8.8% | 0.021% | |
| 8/5/2025 | Blue Barn Wealth LLC | 51,096 | $4.07M | 1.9% | +14.5% | 0.112% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 5,195 | $414K | 0.2% | -11.9% | 0.011% | |
| 8/5/2025 | Key Financial Inc | 187,926 | $14.99M | 3.0% | +18.4% | 0.411% | |
| 8/5/2025 | Snider Financial Group | 3,822 | $305K | 0.1% | -8.2% | 0.008% | |
| 8/5/2025 | Burney Co. | 18,422 | $1.47M | 0.0% | -6.7% | 0.040% | |
| 8/5/2025 | LTG Capital LLC | 17,115 | $1.37M | 1.2% | +3.5% | 0.037% | |
| 8/5/2025 | TIAA Trust National Association | 169,951 | $13.56M | 0.0% | +4.9% | 0.372% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 177,470 | $14.16M | 0.6% | +1.7% | 0.388% | |
| 8/5/2025 | Navalign LLC | 2,888 | $230K | 0.1% | -42.9% | 0.006% | |
| 8/5/2025 | Avant Financial Advisors LLC | 14,916 | $1.19M | 1.0% | -36.4% | 0.033% | |
| 8/4/2025 | Crescent Sterling Ltd. | 3,903 | $311K | 0.3% | -18.8% | 0.009% | |
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| 8/4/2025 | AlphaStar Capital Management LLC | 9,207 | $734K | 0.0% | +7.4% | 0.020% | |
| 8/4/2025 | 4WEALTH Advisors Inc. | 8,117 | $647K | 0.7% | +3.1% | 0.018% | |
| 8/4/2025 | Partners in Financial Planning | 31,136 | $2.48M | 0.5% | +19.4% | 0.068% | |
| 8/4/2025 | IFG Advisory LLC | 21,526 | $1.72M | 0.1% | +9.6% | 0.047% | |
| 8/4/2025 | UNIVEST FINANCIAL Corp | 18,959 | $1.51M | 0.1% | +6.7% | 0.041% | |
| 8/4/2025 | Simon Quick Advisors LLC | 21,509 | $1.72M | 0.1% | -1.2% | 0.047% | |
| 8/4/2025 | One Day In July LLC | 142,125 | $11.34M | 1.0% | +28.9% | 0.311% | |
| 8/4/2025 | Assetmark Inc. | 20,271 | $1.62M | 0.0% | +514.3% | 0.044% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 4,462 | $356K | 0.0% | -15.6% | 0.010% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 8,921 | $712K | 0.0% | +8.2% | 0.020% | |
| 8/1/2025 | First National Trust Co | 198,055 | $15.80M | 0.6% | +4.8% | 0.433% | |
| 8/1/2025 | Redwood Park Advisors LLC | 6,825 | $544K | 0.4% | -2.5% | 0.015% | |
| 8/1/2025 | Centerpoint Advisors LLC | 1,844 | $147K | 0.0% | -40.4% | 0.004% | |
| 8/1/2025 | Equita Financial Network Inc. | 9,203 | $734K | 0.3% | -29.2% | 0.020% | |
| 8/1/2025 | GWN Securities Inc. | 7,718 | $623K | 0.1% | -8.7% | 0.017% | |
| 8/1/2025 | Facet Wealth Inc. | 51,875 | $4.20M | 0.1% | -16.8% | 0.114% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 265,081 | $21.14M | 0.0% | -23.8% | 0.580% | |
| 7/31/2025 | New Hampshire Trust | 52,440 | $4.18M | 0.9% | -3.5% | 0.115% | |
| 7/31/2025 | BIP Wealth LLC | 139,658 | $11.14M | 0.7% | +12.1% | 0.306% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 101,732 | $8.11M | 0.1% | -4.0% | 0.223% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 1,381 | $110K | 0.0% | -75.6% | 0.003% | |
| 7/31/2025 | Opus Capital Group LLC | 19,102 | $1.52M | 0.2% | -3.7% | 0.042% | |
| 7/30/2025 | Freedom Investment Management Inc. | 20,571 | $1.64M | 0.1% | +1.7% | 0.045% | |
| 7/30/2025 | Pacific Sun Financial Corp | 23,706 | $1.89M | 1.0% | -4.2% | 0.052% | |
| 7/30/2025 | Probity Advisors Inc. | 53,633 | $4.28M | 0.8% | +5.2% | 0.117% | |
| 7/30/2025 | Klingman & Associates LLC | 284,381 | $22.68M | 1.3% | +8.5% | 0.622% | |
| 7/29/2025 | Salomon & Ludwin LLC | 54,186 | $4.49M | 0.4% | -3.3% | 0.119% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 37,370 | $3.15M | 0.1% | -7.1% | 0.082% | |
| 7/29/2025 | Financial Synergies Wealth Advisors Inc. | 22,330 | $1.78M | 0.2% | -16.4% | 0.049% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 68,768 | $5.49M | 0.1% | +4.0% | 0.150% | |
| 7/29/2025 | May Barnhard Investments LLC | 50,832 | $4.05M | 1.9% | -4.0% | 0.111% | |
| 7/29/2025 | Private Wealth Management Group LLC | 12,830 | $1.02M | 0.3% | -4.0% | 0.028% | |
| 7/29/2025 | Lutz Financial Services LLC | 147,502 | $11.77M | 0.9% | -8.9% | 0.323% | |
| 7/29/2025 | Rodgers & Associates LTD | 336,515 | $26.84M | 2.9% | +9.9% | 0.736% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 19,709 | $1.57M | 0.1% | -2.3% | 0.043% | |
| 7/29/2025 | Private Trust Co. NA | 7,689 | $613K | 0.1% | -3.1% | 0.017% | |
| 7/29/2025 | Financial Guidance Group Inc. | 36,717 | $2.93M | 1.4% | -1.0% | 0.080% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 56,088 | $4.47M | 2.2% | -2.3% | 0.123% | |
| 7/29/2025 | Aire Advisors LLC | 69,259 | $5.52M | 1.1% | -6.3% | 0.152% | |
| 7/29/2025 | Creekside Partners | 3,917 | $312K | 0.1% | -4.3% | 0.009% | |
| 7/28/2025 | WealthPLAN Partners LLC | 4,992 | $398K | 0.1% | -20.1% | 0.011% | |
| 7/28/2025 | Smart Portfolios LLC | 6,237 | $497K | 0.5% | +11.9% | 0.014% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 26,187 | $2.09M | 0.8% | +0.5% | 0.057% | |
| 7/28/2025 | Mutual Advisors LLC | 25,255 | $2.11M | 0.1% | +4.6% | 0.055% | |
| 7/28/2025 | Ritholtz Wealth Management | 67,563 | $5.39M | 0.1% | +16.8% | 0.148% | |
| 7/28/2025 | Harbour Investments Inc. | 715 | $57K | 0.0% | -38.0% | 0.002% | |
| 7/28/2025 | Diversified Investment Strategies LLC | 8,452 | $674K | 0.5% | -2.6% | 0.018% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 15,087 | $1.20M | 0.3% | -2.6% | 0.033% | |
| 7/25/2025 | NorthRock Partners LLC | 788,734 | $62.91M | 1.6% | +4.9% | 1.726% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 19,307 | $1.57M | 0.0% | +51.6% | 0.042% | |
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| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,020 | $241K | 0.0% | -20.5% | 0.007% | |
| 7/25/2025 | Concord Asset Management LLC VA | 4,478 | $357K | 0.1% | N/A | 0.010% | |
| 7/25/2025 | Courage Miller Partners LLC | 18,267 | $1.46M | 0.5% | +11.0% | 0.040% | |
| 7/25/2025 | Landmark Wealth Management LLC | 2,574 | $205K | 0.1% | N/A | 0.006% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 8,542 | $681K | 0.1% | -3.0% | 0.019% | |
| 7/25/2025 | CWM LLC | 147,768 | $11.79M | 0.0% | +166.5% | 0.323% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 14,922 | $1.19M | 0.1% | +1.3% | 0.033% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 2,803 | $224K | 0.0% | N/A | 0.006% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 6,022 | $480K | 0.0% | -13.0% | 0.013% | |
| 7/25/2025 | Inman Jager Wealth Management LLC | 12,252 | $977K | 0.7% | +2.5% | 0.027% | |
