| 8/1/2025 | Bull Oak Capital LLC | 136,363 | $3.49M | 1.6% | -28.9% | 0.041% | |
| 8/1/2025 | Austin Private Wealth LLC | 226,536 | $5.80M | 0.5% | +820.8% | 0.067% | |
| 8/1/2025 | Zhang Financial LLC | 237,976 | $6.09M | 0.3% | +8.3% | 0.071% | |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 209,271 | $5.36M | 2.2% | -2.2% | 0.062% | |
| 8/1/2025 | Advisory Alpha LLC | 910,897 | $23.32M | 0.7% | +4.1% | 0.271% | |
| 8/1/2025 | Facet Wealth Inc. | 375,907 | $9.56M | 0.2% | -2.9% | 0.112% | |
| 8/1/2025 | Wealth Watch Advisors INC | 237,555 | $6.08M | 3.5% | +805.6% | 0.071% | |
| 8/1/2025 | Brookwood Investment Group LLC | 14,291 | $366K | 0.1% | -92.4% | 0.004% | |
| 8/1/2025 | Banco Santander S.A. | 1,124,585 | $28.79M | 0.3% | +31.0% | 0.334% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 88,032 | $2.25M | 0.1% | -17.7% | 0.026% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 11,100,502 | $284.17M | 0.1% | -2.4% | 3.302% | |
| 7/31/2025 | Rational Advisors Inc. | 2,968,636 | $76.00M | 7.5% | -3.8% | 0.883% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 16,091 | $412K | 0.0% | +3.3% | 0.005% | |
| 7/31/2025 | Sharper & Granite LLC | 18,300 | $466K | 0.2% | +2.9% | 0.005% | |
| 7/31/2025 | Carnegie Investment Counsel | 53,379 | $1.37M | 0.0% | +5.6% | 0.016% | |
| 7/31/2025 | Money Design Co. Ltd. | 1,097,073 | $28.09M | 1.3% | +4.9% | 0.326% | |
| 7/31/2025 | Arrien Investments Inc. | 1,137,370 | $29.12M | 18.4% | +3.2% | 0.338% | |
| 7/30/2025 | Insight Advisors LLC PA | 11,165 | $286K | 0.0% | -12.1% | 0.003% | |
| 7/30/2025 | Red Crane Wealth Management LLC | 68,827 | $1.76M | 1.6% | -30.4% | 0.020% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 23,625 | $605K | 0.0% | -3.1% | 0.007% | |
| 7/30/2025 | D.A. Davidson & CO. | 10,381 | $266K | 0.0% | +5.4% | 0.003% | |
| 7/29/2025 | Orin Green Financial LLC | 106,843 | $2.74M | 1.2% | -0.8% | 0.032% | |
| 7/29/2025 | Altus Wealth Group LLC | 54,558 | $1.40M | 0.6% | -29.7% | 0.016% | |
| 7/29/2025 | Balboa Wealth Partners | 44,347 | $1.14M | 0.2% | +256.1% | 0.013% | |
| 7/29/2025 | Kelman Lazarov Inc. | 27,797 | $712K | 0.1% | +135.0% | 0.008% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 325,069 | $8.32M | 0.2% | -1.2% | 0.097% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 63,665 | $1.63M | 0.1% | -6.3% | 0.019% | |
| 7/29/2025 | Lutz Financial Services LLC | 8,611 | $220K | 0.0% | -12.8% | 0.003% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 110,878 | $2.84M | 0.0% | +2.5% | 0.033% | |
| 7/29/2025 | Private Trust Co. NA | 32,174 | $824K | 0.1% | +14.1% | 0.010% | |
| 7/29/2025 | Riverbend Wealth Management LLC | 18,861 | $483K | 0.4% | +41.0% | 0.006% | |
| 7/29/2025 | Stratos Investment Management LLC | 1,962,947 | $50.25M | 2.3% | +2.7% | 0.584% | |
| 7/29/2025 | Mattson Financial Services LLC | 30,218 | $774K | 0.2% | +8.4% | 0.009% | |
| 7/29/2025 | Empirical Asset Management LLC | 15,602 | $399K | 0.1% | +21.5% | 0.005% | |
| 7/29/2025 | Barden Capital Management Inc. | 168,449 | $4.31M | 3.8% | -2.8% | 0.050% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 812,905 | $20.81M | 1.5% | +5.5% | 0.242% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 3,617 | $93K | 0.0% | -60.1% | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 31,736 | $806K | 0.0% | +6.3% | 0.009% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 5,619 | $144K | 0.0% | +575.4% | 0.002% | |
| 7/28/2025 | Harbour Investments Inc. | 78,865 | $2.02M | 0.1% | +117.6% | 0.023% | |
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| 7/28/2025 | Brown Financial Advisory | 87,149 | $2.23M | 1.2% | +453.2% | 0.026% | |
| 7/28/2025 | RFG Advisory LLC | 485,171 | $12.42M | 0.3% | +3.1% | 0.144% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 115,359 | $2.95M | 0.1% | +140.9% | 0.034% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 1,021,528 | $26.15M | 2.9% | +3.8% | 0.304% | |
| 7/25/2025 | Northwest Capital Management Inc | 48,881 | $1.25M | 0.7% | -29.4% | 0.015% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 30,774 | $788K | 0.7% | -46.5% | 0.009% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 230,314 | $5.90M | 0.1% | +33.9% | 0.069% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,436,425 | $36.77M | 0.1% | +70.7% | 0.427% | |
| 7/25/2025 | Concord Asset Management LLC VA | 9,952 | $255K | 0.0% | +6.8% | 0.003% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 58,032 | $1.47M | 0.4% | N/A | 0.017% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 249,732 | $6.39M | 1.8% | +46.7% | 0.074% | |
| 7/25/2025 | Integrated Capital Management Inc. | 221,505 | $5.67M | 4.3% | +2.4% | 0.066% | |
| 7/25/2025 | McNamara Financial Services Inc. | 1,386,530 | $35.50M | 7.0% | +0.9% | 0.412% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 1,078 | $28K | 0.0% | -96.6% | 0.000% | |
| 7/25/2025 | CWM LLC | 17,087,709 | $437.45M | 1.5% | +7.1% | 5.083% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 1,057,243 | $27.07M | 3.1% | +3.2% | 0.314% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 9,261 | $237K | 0.0% | N/A | 0.003% | |
| 7/25/2025 | Keener Financial Planning LLC | 2,054 | $52K | 0.0% | -21.5% | 0.001% | |
| 7/25/2025 | Richardson Financial Services Inc. | 50,445 | $1.29M | 0.9% | +72.9% | 0.015% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 49,666 | $1.27M | 1.0% | -8.7% | 0.015% | |
| 7/24/2025 | Blue Trust Inc. | 1,701 | $44K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | IFP Advisors Inc | 126,593 | $3.24M | 0.1% | +30.1% | 0.038% | |
| 7/24/2025 | Blair William & Co. IL | 10,091 | $258K | 0.0% | +21.0% | 0.003% | |
| 7/24/2025 | MSH Capital Advisors LLC | 37,441 | $958K | 0.3% | -5.9% | 0.011% | |
| 7/24/2025 | US Bancorp DE | 1,179,029 | $30.18M | 0.0% | +0.6% | 0.351% | |
| 7/23/2025 | Values Added Financial LLC | 264,621 | $6.77M | 3.3% | -16.5% | 0.079% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 1,097,517 | $28.10M | 2.7% | -9.8% | 0.326% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 8,385 | $215K | 0.0% | -9.0% | 0.002% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 10,573 | $271K | 0.0% | -7.8% | 0.003% | |
| 7/23/2025 | Wealth Management Nebraska | 1,263,272 | $32.23M | 4.6% | +2.2% | 0.376% | |
| 7/23/2025 | True Vision MN LLC | 17,411 | $446K | 0.2% | N/A | 0.005% | |
| 7/22/2025 | Rochester Wealth Strategies LLC | 350,915 | $8.98M | 6.4% | -17.7% | 0.104% | |
| 7/22/2025 | Aquire Wealth Advisors LLC | 125,686 | $3.22M | 0.9% | -1.5% | 0.037% | |
| 7/22/2025 | Appleton Partners Inc. MA | 304,336 | $7.79M | 0.6% | +4.3% | 0.091% | |
| 7/22/2025 | DAVENPORT & Co LLC | 13,249 | $339K | 0.0% | -4.0% | 0.004% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 42,162 | $1.08M | 0.1% | +1.0% | 0.013% | |
| 7/22/2025 | Aspire Private Capital LLC | 1,114,303 | $28.53M | 6.6% | +37.0% | 0.331% | |
| 7/22/2025 | Simplicity Wealth LLC | 626,788 | $16.05M | 0.7% | +334.5% | 0.186% | |
| 7/22/2025 | Private Wealth Group LLC | 81,004 | $2.07M | 1.1% | -3.1% | 0.024% | |
| 7/22/2025 | Realta Investment Advisors | 4,891 | $125K | 0.0% | -45.1% | 0.001% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 2,385,485 | $61.07M | 1.4% | +7.3% | 0.710% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 69,317 | $1.77M | 0.7% | +1.9% | 0.021% | |
| 7/21/2025 | AIFG Consultants Ltd. | 10,840 | $278K | 0.5% | -72.8% | 0.003% | |
| 7/21/2025 | Ascent Group LLC | 54,898 | $1.41M | 0.1% | +159.3% | 0.016% | |
| 7/21/2025 | Flagship Private Wealth LLC | 61,441 | $1.57M | 0.8% | -11.7% | 0.018% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 11,380 | $291K | 0.1% | N/A | 0.003% | |
| 7/21/2025 | Triad Wealth Partners LLC | 20,452 | $524K | 0.1% | -17.2% | 0.006% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 12,634,914 | $323.45M | 5.4% | +7.6% | 3.758% | |
| 7/18/2025 | Pure Financial Advisors LLC | 285,217 | $7.30M | 0.1% | -0.2% | 0.085% | |
| 7/18/2025 | Northeast Financial Group Inc. | 325,786 | $8.34M | 2.4% | +1.2% | 0.097% | |
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| 7/18/2025 | Trilogy Capital Inc. | 2,052,229 | $52.54M | 2.6% | -0.2% | 0.610% | |
| 7/18/2025 | Lynx Investment Advisory | 38,312 | $981K | 0.6% | +2.4% | 0.011% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 34,250 | $877K | 0.7% | -11.6% | 0.010% | |
| 7/18/2025 | SigFig Wealth Management LLC | 484,543 | $12.36M | 0.4% | +6.6% | 0.144% | |
| 7/18/2025 | Truist Financial Corp | 336,417 | $8.61M | 0.0% | +20.6% | 0.100% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 49,411 | $1.27M | 1.7% | +174.6% | 0.015% | |
| 7/17/2025 | G&S Capital LLC | 61,512 | $1.58M | 0.6% | +14.5% | 0.018% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 258,307 | $6.61M | 2.8% | +143.9% | 0.077% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 735,412 | $18.83M | 0.0% | -0.4% | 0.219% | |
| 7/17/2025 | Cyr Financial Inc. | 348,150 | $8.91M | 6.9% | +10.0% | 0.104% | |
