| 8/1/2025 | Austin Private Wealth LLC | 26,535 | $801K | 0.1% | +17.0% | 0.010% | |
| 8/1/2025 | Zhang Financial LLC | 38,925 | $1.18M | 0.1% | -1.3% | 0.014% | |
| 8/1/2025 | GWN Securities Inc. | 72,954 | $2.20M | 0.4% | +129.0% | 0.027% | |
| 8/1/2025 | Advisory Alpha LLC | 3,845,566 | $116.10M | 3.6% | +0.3% | 1.417% | |
| 8/1/2025 | First Command Advisory Services Inc. | 99,654 | $3.01M | 0.0% | +14.9% | 0.037% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 32,309 | $975K | 0.0% | -16.7% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,878,777 | $117.10M | 0.0% | -1.5% | 1.430% | |
| 7/31/2025 | New Hampshire Trust | 14,435 | $436K | 0.1% | +17.3% | 0.005% | |
| 7/31/2025 | Orion Capital Management LLC | 36,226 | $1.09M | 0.4% | -18.1% | 0.013% | |
| 7/31/2025 | McCarthy Asset Management Inc. | 881,003 | $26.60M | 18.1% | +13.0% | 0.325% | |
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| 7/31/2025 | Leavell Investment Management Inc. | 9,875 | $298K | 0.0% | N/A | 0.004% | |
| 7/31/2025 | Brian Low Financial Group LLC | 84,184 | $2.54M | 2.4% | N/A | 0.031% | |
| 7/31/2025 | BIP Wealth LLC | 705,043 | $21.29M | 1.3% | +21.8% | 0.260% | |
| 7/31/2025 | SSA Swiss Advisors AG | 84,041 | $2.53M | 1.2% | -24.7% | 0.031% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 38,670 | $1.17M | 0.0% | -8.1% | 0.014% | |
| 7/31/2025 | Sharper & Granite LLC | 54,562 | $1.64M | 0.6% | +6.0% | 0.020% | |
| 7/31/2025 | Cornerstone Management Inc. | 436,472 | $13.18M | 2.3% | +6.9% | 0.161% | |
| 7/31/2025 | SoundView Advisors Inc. | 980,896 | $29.61M | 10.9% | +5.0% | 0.362% | |
| 7/31/2025 | Arrien Investments Inc. | 25,549 | $771K | 0.5% | N/A | 0.009% | |
| 7/30/2025 | Capital Investment Services of America Inc. | 47,777 | $1.44M | 0.1% | -1.6% | 0.018% | |
| 7/30/2025 | Parcion Private Wealth LLC | 140,310 | $4.24M | 0.2% | +10.1% | 0.052% | |
| 7/30/2025 | Members Trust Co | 20,592 | $622K | 0.0% | -10.8% | 0.008% | |
| 7/30/2025 | Whittier Trust Co. | 108,381 | $3.27M | 0.0% | -1.1% | 0.040% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 17,417 | $526K | 0.0% | -16.2% | 0.006% | |
| 7/30/2025 | WBH Advisory Inc. | 10,482 | $316K | 0.0% | -5.0% | 0.004% | |
| 7/29/2025 | Orin Green Financial LLC | 127,698 | $3.86M | 1.6% | +10.3% | 0.047% | |
| 7/29/2025 | Systelligence LLC | 126,541 | $3.82M | 0.7% | -43.7% | 0.047% | |
| 7/29/2025 | Swmg LLC | 476,742 | $14.36M | 4.8% | -16.8% | 0.176% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 35,830 | $1.08M | 0.1% | -2.6% | 0.013% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 103,171 | $3.12M | 0.8% | +16.7% | 0.038% | |
| 7/29/2025 | Rodgers & Associates LTD | 1,564,923 | $47.25M | 5.2% | -2.0% | 0.577% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 56,898 | $1.72M | 0.0% | +4.7% | 0.021% | |
| 7/29/2025 | Private Trust Co. NA | 16,210 | $489K | 0.0% | -27.1% | 0.006% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 390,971 | $11.77M | 3.2% | +3.1% | 0.144% | |
| 7/29/2025 | Portland Financial Advisors Inc | 31,931 | $964K | 2.3% | +20.5% | 0.012% | |
| 7/29/2025 | Flagstone Financial Management | 772,023 | $23.31M | 6.7% | +6.4% | 0.285% | |
| 7/28/2025 | WJ Wealth Management LLC | 10,380 | $313K | 0.1% | -6.3% | 0.004% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 118,228 | $3.57M | 0.8% | -6.8% | 0.044% | |
| 7/28/2025 | Mutual Advisors LLC | 73,004 | $2.20M | 0.1% | +12.1% | 0.027% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 9,100 | $275K | 0.0% | +12.3% | 0.003% | |
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| 7/28/2025 | Harbour Investments Inc. | 8,300 | $251K | 0.0% | +7.1% | 0.003% | |
| 7/28/2025 | Courier Capital LLC | 226,869 | $6.85M | 0.4% | +6.6% | 0.084% | |
| 7/28/2025 | RFG Advisory LLC | 397,388 | $12.00M | 0.3% | +35.4% | 0.146% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 48,158 | $1.45M | 0.0% | -54.2% | 0.018% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 279,006 | $8.42M | 0.0% | -58.5% | 0.103% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 17,075 | $514K | 0.1% | -66.3% | 0.006% | |
| 7/25/2025 | Concord Asset Management LLC VA | 965,630 | $29.15M | 4.4% | +6.1% | 0.356% | |
| 7/25/2025 | MGO One Seven LLC | 17,715 | $535K | 0.0% | +20.7% | 0.007% | |
| 7/25/2025 | Wells Financial Advisors INC | 1,696 | $51K | 0.1% | -51.5% | 0.001% | |
| 7/25/2025 | Stephens Consulting LLC | 872 | $26K | 0.0% | -57.6% | 0.000% | |
| 7/25/2025 | CWM LLC | 717,251 | $21.65M | 0.1% | +8.6% | 0.264% | |
| 7/25/2025 | Strategic Point Investment Advisors LLC | 1,060,026 | $32.00M | 4.9% | +2.3% | 0.391% | |
| 7/25/2025 | Apollon Wealth Management LLC | 133,139 | $4.02M | 0.1% | +801.8% | 0.049% | |
| 7/25/2025 | Keener Financial Planning LLC | 7,508 | $226K | 0.1% | -13.2% | 0.003% | |
| 7/25/2025 | IRON Financial LLC | 119,968 | $3.62M | 1.9% | -2.1% | 0.044% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 24,562 | $738K | 0.1% | N/A | 0.009% | |
| 7/24/2025 | Wealthstar Advisors LLC | 19,307 | $583K | 0.2% | -9.2% | 0.007% | |
| 7/24/2025 | MA Private Wealth | 24,697 | $746K | 0.1% | -5.7% | 0.009% | |
| 7/24/2025 | Blair William & Co. IL | 46,667 | $1.41M | 0.0% | -2.4% | 0.017% | |
| 7/24/2025 | US Bancorp DE | 493,172 | $14.89M | 0.0% | -0.1% | 0.182% | |
| 7/23/2025 | Eagle Strategies LLC | 11,407 | $344K | 0.1% | N/A | 0.004% | |
| 7/23/2025 | Valmark Advisers Inc. | 8,023,854 | $242.24M | 3.4% | +3.7% | 2.958% | |
| 7/23/2025 | Friedenthal Financial | 1,191 | $36K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 20,981 | $633K | 0.0% | -16.2% | 0.008% | |
| 7/23/2025 | Wealth Management Nebraska | 78,171 | $2.36M | 0.3% | -2.4% | 0.029% | |
| 7/23/2025 | Hardy Reed LLC | 556,678 | $16.81M | 1.3% | -1.4% | 0.205% | |
| 7/23/2025 | Meitav Investment House Ltd. | 11,799 | $356K | 0.0% | +43.7% | 0.004% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 28,640 | $865K | 0.0% | -12.7% | 0.011% | |
| 7/23/2025 | Litman Gregory Wealth Management LLC | 748,209 | $22.59M | 1.8% | -14.4% | 0.276% | |
| 7/22/2025 | Cedar Mountain Advisors LLC | 700,164 | $21.14M | 4.4% | -4.3% | 0.258% | |
| 7/22/2025 | Headland Capital LLC | 7,059 | $213K | 0.1% | -14.6% | 0.003% | |
| 7/22/2025 | DAVENPORT & Co LLC | 196,864 | $5.94M | 0.0% | +9.9% | 0.073% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 43,882 | $1.33M | 0.1% | -34.8% | 0.016% | |
| 7/22/2025 | Global Assets Advisory LLC | 12,322 | $370K | 0.1% | -62.2% | 0.005% | |
| 7/22/2025 | Gemmer Asset Management LLC | 1,069,164 | $32.28M | 2.9% | +6.0% | 0.394% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 79,675 | $2.41M | 0.6% | -0.4% | 0.029% | |
| 7/22/2025 | Simplicity Wealth LLC | 16,720 | $505K | 0.0% | +119.1% | 0.006% | |
| 7/22/2025 | Diligent Investors LLC | 9,722 | $294K | 0.1% | -3.6% | 0.004% | |
| 7/22/2025 | Penobscot Investment Management Company Inc. | 51,740 | $1.56M | 0.1% | -1.2% | 0.019% | |
| 7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 1,085,013 | $32.76M | 3.6% | -1.4% | 0.400% | |
| 7/21/2025 | New Century Financial Group LLC | 6,998 | $211K | 0.2% | -75.9% | 0.003% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 212,799 | $6.42M | 0.1% | -5.8% | 0.078% | |
| 7/21/2025 | Quattro Financial Advisors LLC | 245,481 | $7.41M | 2.6% | -1.3% | 0.090% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 318,290 | $9.61M | 0.0% | -9.7% | 0.118% | |
| 7/21/2025 | Mechanics Financial Corp | 60,610 | $1.83M | 0.8% | +33.2% | 0.022% | |
| 7/21/2025 | Riverview Trust Co | 3,280 | $99K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | SimpliFi Inc. | 406,241 | $12.26M | 5.4% | +1.5% | 0.150% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 110,756 | $3.34M | 0.2% | +0.7% | 0.041% | |
| 7/18/2025 | Trilogy Capital Inc. | 100,507 | $3.03M | 0.1% | -83.1% | 0.037% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 131,182 | $3.96M | 0.1% | -4.4% | 0.048% | |
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| 7/18/2025 | Rogco LP | 397,127 | $11.99M | 4.5% | +0.8% | 0.147% | |
| 7/18/2025 | PFG Investments LLC | 8,929 | $270K | 0.0% | -57.2% | 0.003% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 108,461 | $3.27M | 0.5% | +11.8% | 0.040% | |
| 7/18/2025 | Truist Financial Corp | 94,627 | $2.86M | 0.0% | -7.4% | 0.035% | |
| 7/17/2025 | Trivium Point Advisory LLC | 34,166 | $1.03M | 0.1% | +1.9% | 0.013% | |
| 7/17/2025 | Stephens Group Asset Management LLC | 15,279 | $461K | 0.0% | +9.3% | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 140,959 | $4.26M | 0.0% | +9.3% | 0.052% | |
| 7/17/2025 | Elser Financial Planning Inc | 9,362 | $281K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Capital Insight Partners LLC | 8,108 | $245K | 0.0% | -96.5% | 0.003% | |
| 7/17/2025 | First County Bank CT | 8,634 | $261K | 0.1% | +14.1% | 0.003% | |
