| 8/1/2025 | Oarsman Capital Inc. | 204,449 | $11.12M | 1.7% | +36.4% | 0.084% | |
| 8/1/2025 | Motco | 9,028 | $499K | 0.0% | -41.3% | 0.004% | |
| 8/1/2025 | Austin Private Wealth LLC | 150,610 | $8.19M | 0.6% | +72.8% | 0.062% | |
| 8/1/2025 | Zhang Financial LLC | 153,067 | $8.32M | 0.4% | +7.4% | 0.063% | |
| 8/1/2025 | First National Trust Co | 364,101 | $19.80M | 0.7% | -1.2% | 0.149% | |
| 8/1/2025 | Advisory Alpha LLC | 13,984 | $761K | 0.0% | -3.4% | 0.006% | |
| 8/1/2025 | Facet Wealth Inc. | 2,726,120 | $150.62M | 3.4% | +10.4% | 1.116% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 874,665 | $47.56M | 3.9% | +0.8% | 0.358% | |
| 8/1/2025 | First Command Advisory Services Inc. | 1,139,430 | $61.96M | 0.5% | +19.4% | 0.467% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,698,043 | $146.72M | 0.0% | +25.9% | 1.105% | |
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| 7/31/2025 | Resonant Capital Advisors LLC | 109,559 | $5.96M | 0.4% | +25.2% | 0.045% | |
| 7/31/2025 | Orion Capital Management LLC | 5,615 | $305K | 0.1% | -9.4% | 0.002% | |
| 7/31/2025 | Jordan Park Group LLC | 8,702 | $473K | 0.0% | -40.8% | 0.004% | |
| 7/31/2025 | Guardian Wealth Advisors LLC | 3,850 | $209K | 0.1% | N/A | 0.002% | |
| 7/31/2025 | Brighton Jones LLC | 7,012 | $381K | 0.0% | -17.2% | 0.003% | |
| 7/31/2025 | AF Advisors Inc. | 128,000 | $6.96M | 2.4% | N/A | 0.052% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 15,136 | $823K | 0.7% | -1.3% | 0.006% | |
| 7/31/2025 | BIP Wealth LLC | 19,682 | $1.07M | 0.1% | -4.0% | 0.008% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 14,507 | $789K | 0.3% | +9.6% | 0.006% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 109,700 | $5.97M | 0.0% | +17.6% | 0.045% | |
| 7/31/2025 | AlTi Global Inc. | 3,702,113 | $201.32M | 5.1% | -30.6% | 1.516% | |
| 7/31/2025 | Carnegie Investment Counsel | 136,985 | $7.45M | 0.1% | +2.6% | 0.056% | |
| 7/30/2025 | KPP Advisory Services LLC | 4,299 | $234K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 5,155 | $291K | 0.1% | +10.3% | 0.002% | |
| 7/30/2025 | Brookstone Capital Management | 4,480 | $244K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Citizens & Northern Corp | 232,206 | $12.63M | 3.4% | -20.3% | 0.095% | |
| 7/30/2025 | Retirement Planning Group LLC | 55,526 | $3.02M | 0.1% | -13.4% | 0.023% | |
| 7/30/2025 | Cavalier Investments LLC | 36,840 | $2.00M | 0.6% | -11.2% | 0.015% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 23,473 | $1.28M | 1.0% | -1.3% | 0.010% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 121,008 | $6.58M | 0.7% | -40.4% | 0.050% | |
| 7/30/2025 | Berkeley Capital Partners LLC | 134,797 | $7.33M | 1.9% | +2.2% | 0.055% | |
| 7/30/2025 | Nottingham Advisors Inc. | 117,238 | $6.38M | 0.9% | +17.2% | 0.048% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 15,198 | $856K | 0.2% | +65.0% | 0.006% | |
| 7/30/2025 | Evermay Wealth Management LLC | 269,232 | $14.64M | 1.8% | +12.8% | 0.110% | |
| 7/30/2025 | WBH Advisory Inc. | 207,691 | $11.29M | 1.0% | -1.2% | 0.085% | |
| 7/29/2025 | Alaska Wealth Advisors | 27,104 | $1.47M | 0.2% | +8.2% | 0.011% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 110,268 | $6.23M | 0.2% | +3.6% | 0.045% | |
| 7/29/2025 | Goldstein Advisors LLC | 9,406 | $511K | 0.1% | -5.3% | 0.004% | |
| 7/29/2025 | International Assets Investment Management LLC | 14,165 | $770K | 0.0% | N/A | 0.006% | |
| 7/29/2025 | Northern Capital Management Inc. | 13,764 | $748K | 0.4% | +4.1% | 0.006% | |
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| 7/29/2025 | Marathon Strategic Advisors LLC | 193,545 | $10.53M | 9.8% | +20.2% | 0.079% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 53,641 | $2.92M | 0.7% | +23.2% | 0.022% | |
| 7/29/2025 | Curbstone Financial Management Corp | 21,700 | $1.18M | 0.2% | +8.5% | 0.009% | |
| 7/29/2025 | Lutz Financial Services LLC | 9,264 | $504K | 0.0% | -10.4% | 0.004% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 119,679 | $6.51M | 0.1% | -0.2% | 0.049% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 46,596 | $2.53M | 0.1% | +6.0% | 0.019% | |
| 7/29/2025 | Private Trust Co. NA | 19,410 | $1.06M | 0.1% | -5.2% | 0.008% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 24,264 | $1.37M | 0.4% | +3.0% | 0.010% | |
| 7/29/2025 | Mattson Financial Services LLC | 4,654 | $253K | 0.1% | +1,029.6% | 0.002% | |
| 7/29/2025 | Semitam Bonam LLC | 37,168 | $2.02M | 1.9% | N/A | 0.015% | |
| 7/28/2025 | WealthPLAN Partners LLC | 5,212 | $283K | 0.0% | +6.5% | 0.002% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 17,846 | $970K | 0.3% | N/A | 0.007% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 12,720 | $692K | 0.1% | -3.9% | 0.005% | |
| 7/28/2025 | Duncker Streett & Co. Inc. | 16,256 | $884K | 0.2% | -10.3% | 0.007% | |
| 7/28/2025 | Prairie Sky Financial Group LLC | 24,097 | $1.31M | 0.7% | -3.5% | 0.010% | |
| 7/28/2025 | Harbour Investments Inc. | 45,705 | $2.49M | 0.1% | +3.5% | 0.019% | |
| 7/28/2025 | JGP Wealth Management LLC | 4,420 | $240K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | Courier Capital LLC | 10,830 | $589K | 0.0% | +1.7% | 0.004% | |
| 7/28/2025 | RFG Advisory LLC | 576,157 | $31.33M | 0.7% | -69.7% | 0.236% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 17,990 | $978K | 0.0% | +20.1% | 0.007% | |
| 7/25/2025 | NorthRock Partners LLC | 3,474 | $189K | 0.0% | -15.7% | 0.001% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 398,243 | $21.66M | 0.1% | +7.9% | 0.163% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 5,483 | $307K | 0.1% | N/A | 0.002% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 22,036 | $1.20M | 0.3% | +35.7% | 0.009% | |
| 7/25/2025 | MGO One Seven LLC | 5,969 | $325K | 0.0% | +16.8% | 0.002% | |
| 7/25/2025 | Bill Few Associates Inc. | 92,346 | $5.02M | 1.4% | +53.1% | 0.038% | |
| 7/25/2025 | Dynamic Financial Group | 3,823 | $208K | 0.2% | N/A | 0.002% | |
| 7/25/2025 | Landmark Wealth Management LLC | 7,511 | $408K | 0.2% | +11.6% | 0.003% | |
| 7/25/2025 | CWM LLC | 4,694,872 | $255.31M | 0.9% | -28.7% | 1.922% | |
| 7/25/2025 | Apollon Wealth Management LLC | 19,826 | $1.08M | 0.0% | +134.8% | 0.008% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 9,129 | $496K | 0.0% | -26.9% | 0.004% | |
| 7/25/2025 | Richardson Financial Services Inc. | 19,582 | $1.08M | 0.7% | -1.3% | 0.008% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 17,880 | $972K | 0.7% | +1.7% | 0.007% | |
| 7/24/2025 | JNBA Financial Advisors | 827,232 | $44.99M | 4.3% | -0.7% | 0.339% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 12,349 | $689K | 0.1% | +12.8% | 0.005% | |
| 7/24/2025 | Wealth Management Resources Inc. | 185,758 | $10.10M | 3.4% | +11.3% | 0.076% | |
| 7/24/2025 | IFP Advisors Inc | 63,887 | $3.47M | 0.1% | +5.4% | 0.026% | |
| 7/24/2025 | Blair William & Co. IL | 681,911 | $37.08M | 0.1% | -1.4% | 0.279% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 73,592 | $4.00M | 2.1% | +20.2% | 0.030% | |
| 7/23/2025 | Values Added Financial LLC | 6,120 | $333K | 0.2% | +50.9% | 0.003% | |
| 7/23/2025 | Capital Management Associates Inc | 16,943 | $921K | 0.3% | -49.8% | 0.007% | |
| 7/23/2025 | Valmark Advisers Inc. | 6,643,917 | $361.30M | 5.0% | +4.3% | 2.720% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 16,454 | $895K | 0.2% | -12.2% | 0.007% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 169,200 | $9.20M | 0.2% | -13.7% | 0.069% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 5,597 | $304K | 0.0% | -13.1% | 0.002% | |
| 7/23/2025 | TPG Financial Advisors LLC | 178,508 | $9.71M | 3.9% | -5.7% | 0.073% | |
| 7/23/2025 | Watershed Private Wealth LLC | 15,010 | $816K | 0.3% | -33.9% | 0.006% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 5,771 | $314K | 0.0% | -20.7% | 0.002% | |
| 7/23/2025 | Roundview Capital LLC | 22,338 | $1.22M | 0.1% | -5.8% | 0.009% | |
| 7/23/2025 | Sachetta LLC | 14,331 | $779K | 0.3% | +52,977.8% | 0.006% | |
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| 7/23/2025 | Tyche Wealth Partners LLC | 9,663 | $525K | 0.1% | -8.2% | 0.004% | |
| 7/23/2025 | KPP Advisory Services LLC | 4,299 | $234K | 0.1% | N/A | 0.002% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 4,780 | $260K | 0.0% | -38.1% | 0.002% | |
| 7/22/2025 | Belpointe Asset Management LLC | 6,839 | $372K | 0.0% | -46.9% | 0.003% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 5,690 | $309K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | DAVENPORT & Co LLC | 7,441 | $405K | 0.0% | +15.7% | 0.003% | |
| 7/22/2025 | Valpey Financial Services LLC | 13,057 | $710K | 0.5% | N/A | 0.005% | |
| 7/22/2025 | JSF Financial LLC | 32,335 | $1.76M | 0.4% | -9.9% | 0.013% | |
| 7/22/2025 | Alta Wealth Advisors LLC | 231,724 | $12.60M | 5.9% | +6.7% | 0.095% | |
| 7/22/2025 | Simplicity Wealth LLC | 65,322 | $3.55M | 0.1% | +854.4% | 0.027% | |
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