| 8/1/2025 | Winebrenner Capital Management LLC | 3,877 | $756K | 0.6% | +18.0% | 0.003% | |
| 8/1/2025 | Milestone Asset Management Group LLC | 1,537 | $300K | 0.2% | +19.1% | 0.001% | |
| 8/1/2025 | James Investment Research Inc. | 19,146 | $3.73M | 0.4% | -15.2% | 0.013% | |
| 8/1/2025 | Planning Directions Inc. | 7,100 | $1.39M | 0.8% | -29.6% | 0.005% | |
| 8/1/2025 | Zhang Financial LLC | 236,780 | $46.17M | 2.1% | -3.4% | 0.157% | |
| 8/1/2025 | Capital Investment Counsel LLC | 1,296 | $253K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 2,155 | $420K | 0.1% | +36.0% | 0.001% | |
| 8/1/2025 | Clark Asset Management LLC | 2,528 | $493K | 0.1% | +112.3% | 0.002% | |
| 8/1/2025 | Advisory Alpha LLC | 29,842 | $5.82M | 0.2% | +3.6% | 0.020% | |
| 8/1/2025 | Facet Wealth Inc. | 43,775 | $8.68M | 0.2% | -12.9% | 0.029% | |
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| 8/1/2025 | Liberty Wealth Management LLC | 9,260 | $1.81M | 0.3% | +19.9% | 0.006% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 1,308 | $255K | 0.0% | -16.6% | 0.001% | |
| 8/1/2025 | Penobscot Wealth Management | 1,560 | $304K | 0.1% | N/A | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 10,595 | $2.07M | 0.0% | -14.8% | 0.007% | |
| 8/1/2025 | Financial Counselors Inc. | 13,148 | $2.56M | 3.6% | -66.6% | 0.009% | |
| 8/1/2025 | Yukon Wealth Management Inc. | 3,335 | $650K | 0.2% | -25.6% | 0.002% | |
| 8/1/2025 | First Command Advisory Services Inc. | 305 | $59K | 0.0% | -36.2% | 0.000% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 117,238 | $22.86M | 3.9% | -5.8% | 0.078% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 11,063 | $2.17M | 0.1% | -70.4% | 0.007% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 15,020 | $2.93M | 1.5% | -0.9% | 0.010% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 3,754 | $732K | 0.2% | -88.4% | 0.002% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,703,138 | $332.09M | 0.1% | -4.0% | 1.131% | |
| 7/31/2025 | Wealthfront Advisers LLC | 34,150 | $6.66M | 0.0% | +9.3% | 0.023% | |
| 7/31/2025 | Whipplewood Advisors LLC | 914 | $178K | 0.1% | +246.2% | 0.001% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 12,350 | $2.41M | 0.4% | +995.8% | 0.008% | |
| 7/31/2025 | Brighton Jones LLC | 22,001 | $4.29M | 0.1% | -2.8% | 0.015% | |
| 7/31/2025 | Waldron Private Wealth LLC | 167,804 | $32.88M | 1.4% | -0.2% | 0.111% | |
| 7/31/2025 | Leavell Investment Management Inc. | 12,436 | $2.44M | 0.1% | -2.4% | 0.008% | |
| 7/31/2025 | CVA Family Office LLC | 8,447 | $1.65M | 0.2% | -5.5% | 0.006% | |
| 7/31/2025 | Brian Low Financial Group LLC | 1,406 | $274K | 0.3% | N/A | 0.001% | |
| 7/31/2025 | BIP Wealth LLC | 24,541 | $4.79M | 0.3% | +6.8% | 0.016% | |
| 7/31/2025 | City State Bank | 8,268 | $1.61M | 0.5% | -2.1% | 0.005% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 139,592 | $27.22M | 0.4% | -0.7% | 0.093% | |
| 7/31/2025 | Curio Wealth LLC | 706 | $138K | 0.1% | +23,433.3% | 0.000% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 24,079 | $4.70M | 1.8% | +2.0% | 0.016% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 17,661 | $3.44M | 1.3% | -17.9% | 0.012% | |
| 7/31/2025 | 3EDGE Asset Management LP | 6,665 | $1.30M | 0.1% | N/A | 0.004% | |
| 7/31/2025 | LJI Wealth Management LLC | 2,866 | $559K | 0.1% | +150.5% | 0.002% | |
| 7/31/2025 | Sharper & Granite LLC | 29,061 | $5.83M | 2.2% | +1.6% | 0.019% | |
| 7/31/2025 | Carnegie Investment Counsel | 2,315 | $451K | 0.0% | -5.3% | 0.002% | |
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| 7/31/2025 | Cornerstone Management Inc. | 31,672 | $6.18M | 1.1% | +0.5% | 0.021% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 58,536 | $11.42M | 5.5% | -9.4% | 0.039% | |
| 7/31/2025 | Avion Wealth | 94,436 | $18.42M | 4.2% | +8.6% | 0.063% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 2,922 | $569K | 0.3% | -12.6% | 0.002% | |
| 7/31/2025 | Hoge Financial Services LLC | 4,888 | $953K | 0.6% | +2.5% | 0.003% | |
| 7/30/2025 | KPP Advisory Services LLC | 24,396 | $4.76M | 0.8% | -17.7% | 0.016% | |
| 7/30/2025 | Cornerstone Advisory LLC | 28,339 | $5.53M | 0.6% | +0.9% | 0.019% | |
| 7/30/2025 | Cambridge Capital Management LLC | 5,350 | $1.04M | 0.6% | N/A | 0.004% | |
| 7/30/2025 | Strategic Blueprint LLC | 5,695 | $1.11M | 0.1% | -1.1% | 0.004% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 1,079 | $211K | 0.2% | N/A | 0.001% | |
| 7/30/2025 | Sonata Capital Group Inc. | 13,447 | $2.62M | 1.0% | -1.4% | 0.009% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 16,652 | $3.25M | 1.1% | +14.1% | 0.011% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 34,440 | $6.72M | 1.1% | +0.4% | 0.023% | |
| 7/30/2025 | Parcion Private Wealth LLC | 3,699 | $721K | 0.0% | -3.3% | 0.002% | |
| 7/30/2025 | Black Diamond Financial LLC | 41,267 | $8.05M | 1.2% | -21.9% | 0.027% | |
| 7/30/2025 | TFB Advisors LLC | 27,505 | $5.36M | 1.4% | -2.2% | 0.018% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 273,786 | $53.39M | 1.9% | +4.2% | 0.182% | |
| 7/30/2025 | Brookstone Capital Management | 21,766 | $4.25M | 0.1% | -11.4% | 0.014% | |
| 7/30/2025 | Phillips Financial Management LLC | 68,294 | $13.32M | 1.0% | -0.7% | 0.045% | |
| 7/30/2025 | Jacobsen Capital Management | 71,423 | $13.93M | 5.1% | +5.1% | 0.047% | |
| 7/30/2025 | Studio Investment Management LLC | 93,413 | $18.30M | 3.7% | -6.4% | 0.062% | |
| 7/30/2025 | D.A. Davidson & CO. | 60,384 | $11.78M | 0.1% | -7.9% | 0.040% | |
| 7/30/2025 | Blume Capital Management Inc. | 148 | $29K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 13,412 | $2.62M | 0.0% | +43.6% | 0.009% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 16,142 | $3.15M | 0.5% | +5.7% | 0.011% | |
| 7/30/2025 | DecisionMap Wealth Management LLC | 1,422 | $277K | 0.2% | -6.1% | 0.001% | |
| 7/30/2025 | Whittier Trust Co. | 36,404 | $7.10M | 0.1% | +0.7% | 0.024% | |
| 7/30/2025 | Probity Advisors Inc. | 10,548 | $2.06M | 0.4% | +25.7% | 0.007% | |
| 7/30/2025 | Clune & Associates LTD. | 9,865 | $1.92M | 0.5% | +4.1% | 0.007% | |
| 7/30/2025 | Klingman & Associates LLC | 3,522 | $687K | 0.0% | +1.7% | 0.002% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 25,605 | $4.99M | 0.2% | -0.6% | 0.017% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 4,775 | $967K | 0.2% | +18.5% | 0.003% | |
| 7/30/2025 | Evermay Wealth Management LLC | 3,530 | $690K | 0.1% | -2.2% | 0.002% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 6,394 | $1.25M | 0.2% | +5.3% | 0.004% | |
| 7/29/2025 | Stephens Inc. AR | 270,049 | $52.66M | 0.7% | +1.7% | 0.179% | |
| 7/29/2025 | Balboa Wealth Partners | 1,173 | $229K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 1,364 | $266K | 0.2% | -11.0% | 0.001% | |
| 7/29/2025 | Mezzasalma Advisors LLC | 4,252 | $829K | 0.2% | -2.3% | 0.003% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 31,209 | $6.39M | 0.2% | -1.8% | 0.021% | |
| 7/29/2025 | BKM Wealth Management LLC | 5,046 | $984K | 0.4% | +4.8% | 0.003% | |
| 7/29/2025 | Northwest Quadrant Wealth Management LLC | 135,194 | $26.36M | 5.9% | +0.4% | 0.090% | |
| 7/29/2025 | Disciplined Investments LLC | 4,606 | $898K | 0.4% | +4.2% | 0.003% | |
| 7/29/2025 | Financial Synergies Wealth Advisors Inc. | 59,549 | $11.62M | 1.3% | -1.6% | 0.040% | |
| 7/29/2025 | MB Levis & Associates LLC | 971 | $189K | 0.1% | +33.6% | 0.001% | |
| 7/29/2025 | International Assets Investment Management LLC | 1,453 | $283K | 0.0% | +4.6% | 0.001% | |
| 7/29/2025 | Gladwyn Financial Advisors Inc. | 49,372 | $9.63M | 7.4% | N/A | 0.033% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 24,228 | $4.73M | 0.1% | +33.5% | 0.016% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,080 | $211K | 0.0% | -8.5% | 0.001% | |
| 7/29/2025 | Monument Group Wealth Advisors LLC | 6,854 | $1.34M | 0.8% | +17.6% | 0.005% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 10,862 | $2.12M | 0.1% | -5.0% | 0.007% | |
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| 7/29/2025 | May Barnhard Investments LLC | 19,172 | $3.74M | 1.7% | +0.9% | 0.013% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 40,735 | $7.94M | 2.2% | -1.4% | 0.027% | |
| 7/29/2025 | Aspiriant LLC | 1,483,454 | $289.29M | 9.2% | -3.8% | 0.985% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 37,093 | $7.23M | 0.5% | +1.8% | 0.025% | |
| 7/29/2025 | Spreng Capital Management Inc. | 3,898 | $760K | 0.3% | -6.1% | 0.003% | |
| 7/29/2025 | Lutz Financial Services LLC | 24,673 | $4.81M | 0.4% | +1.8% | 0.016% | |
| 7/29/2025 | Foster & Motley Inc. | 15,478 | $3.02M | 0.2% | -5.8% | 0.010% | |
| 7/29/2025 | Rodgers & Associates LTD | 316,993 | $61.82M | 6.8% | +4.6% | 0.211% | |
| 7/29/2025 | Spectrum Investment Advisors Inc. | 44,264 | $8.63M | 5.0% | +7.3% | 0.029% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,804 | $1.91M | 0.0% | -13.0% | 0.007% | |
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