| 8/1/2025 | Facet Wealth Inc. | 277,165 | $22.66M | 0.5% | +28.5% | 0.424% | |
| 8/1/2025 | Liberty Wealth Management LLC | 2,905 | $244K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Bessemer Group Inc. | 4,019 | $338K | 0.0% | -6.9% | 0.006% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 40,386 | $3.40M | 0.9% | -2.3% | 0.062% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,571,782 | $132.12M | 0.0% | +0.7% | 2.407% | |
| 7/31/2025 | Wealthfront Advisers LLC | 2,809 | $236K | 0.0% | N/A | 0.004% | |
| 7/31/2025 | Brighton Jones LLC | 4,279 | $360K | 0.0% | +10.0% | 0.007% | |
| 7/31/2025 | Waldron Private Wealth LLC | 13,482 | $1.13M | 0.0% | -2.6% | 0.021% | |
| 7/31/2025 | CVA Family Office LLC | 20,505 | $1.72M | 0.2% | -2.4% | 0.031% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 26,213 | $2.20M | 0.0% | +2.2% | 0.040% | |
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| 7/31/2025 | Glass Jacobson Investment Advisors llc | 292 | $25K | 0.0% | -77.3% | 0.000% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 5,854 | $492K | 0.0% | -27.8% | 0.009% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 18,436 | $1.55M | 0.6% | +15.2% | 0.028% | |
| 7/30/2025 | Bleakley Financial Group LLC | 18,016 | $1.51M | 0.0% | N/A | 0.028% | |
| 7/30/2025 | Strategic Blueprint LLC | 2,783 | $234K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 4,971 | $418K | 0.0% | -2.8% | 0.008% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 106,642 | $8.96M | 0.5% | -5.9% | 0.163% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 3,093 | $260K | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Brookstone Capital Management | 248,404 | $20.88M | 0.3% | -7.6% | 0.380% | |
| 7/30/2025 | D.A. Davidson & CO. | 38,471 | $3.23M | 0.0% | -4.8% | 0.059% | |
| 7/30/2025 | Klingman & Associates LLC | 23,636 | $1.99M | 0.1% | -2.8% | 0.036% | |
| 7/30/2025 | Securian Asset Management Inc. | 815,269 | $68.53M | 2.0% | -2.3% | 1.248% | |
| 7/30/2025 | WBH Advisory Inc. | 4,652 | $391K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Stephens Inc. AR | 9,240 | $777K | 0.0% | +2.0% | 0.014% | |
| 7/29/2025 | Arcus Capital Partners LLC | 9,058 | $761K | 0.3% | +2.2% | 0.014% | |
| 7/29/2025 | Goldstein Advisors LLC | 4,596 | $386K | 0.1% | -12.5% | 0.007% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 21,396 | $1.80M | 0.0% | +5.0% | 0.033% | |
| 7/29/2025 | Aspiriant LLC | 78,711 | $6.62M | 0.2% | -9.2% | 0.121% | |
| 7/29/2025 | Foster & Motley Inc. | 12,318 | $1.04M | 0.1% | -9.1% | 0.019% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,748 | $651K | 0.0% | -15.9% | 0.012% | |
| 7/29/2025 | Private Trust Co. NA | 1,341 | $113K | 0.0% | -55.3% | 0.002% | |
| 7/29/2025 | Straight Path Wealth Management | 2,446 | $206K | 0.1% | -12.3% | 0.004% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 3,830 | $322K | 0.2% | +9.8% | 0.006% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 487 | $41K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 12,962 | $1.09M | 0.4% | +1.3% | 0.020% | |
| 7/28/2025 | Mutual Advisors LLC | 43,389 | $3.65M | 0.1% | +60.3% | 0.066% | |
| 7/28/2025 | Aries Wealth Management | 5,776 | $486K | 0.1% | -69.2% | 0.009% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 89,504 | $7.52M | 0.8% | -11.0% | 0.137% | |
| 7/25/2025 | NorthRock Partners LLC | 2,228 | $187K | 0.0% | +621.0% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,737 | $650K | 0.0% | -85.7% | 0.012% | |
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| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 21,240 | $1.79M | 0.0% | -17.9% | 0.033% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 23,128 | $1.94M | 0.0% | -33.4% | 0.035% | |
| 7/25/2025 | MGO One Seven LLC | 27,107 | $2.28M | 0.1% | N/A | 0.042% | |
| 7/25/2025 | RHS Financial LLC | 32,072 | $2.70M | 1.5% | +411.8% | 0.049% | |
| 7/25/2025 | Ellis Investment Partners LLC | 5,754 | $484K | 0.1% | +87.6% | 0.009% | |
| 7/25/2025 | CWM LLC | 43,829 | $3.68M | 0.0% | +136.7% | 0.067% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 18,201 | $1.53M | 0.0% | N/A | 0.028% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 5,636 | $474K | 0.0% | +10.6% | 0.009% | |
| 7/25/2025 | Apollon Wealth Management LLC | 2,861 | $240K | 0.0% | +6.0% | 0.004% | |
| 7/25/2025 | Richardson Financial Services Inc. | 5,884 | $496K | 0.3% | +81.0% | 0.009% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 2,882 | $242K | 0.1% | +5.8% | 0.004% | |
| 7/24/2025 | Blair William & Co. IL | 6,288 | $529K | 0.0% | +2.7% | 0.010% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 14,426 | $1.21M | 0.1% | +3.6% | 0.022% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 211,320 | $17.76M | 3.2% | +4.3% | 0.324% | |
| 7/23/2025 | Citizens National Bank Trust Department | 6,059 | $509K | 0.1% | -2.4% | 0.009% | |
| 7/23/2025 | Friedenthal Financial | 76,181 | $6.40M | 3.5% | -3.5% | 0.117% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 14,187 | $1.19M | 0.2% | N/A | 0.022% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,616 | $388K | 0.0% | -26.8% | 0.007% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 5,120 | $430K | 0.0% | N/A | 0.008% | |
| 7/23/2025 | Heck Capital Advisors LLC | 7,344 | $617K | 0.1% | +328.2% | 0.011% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 16,521 | $1.39M | 0.0% | -15.2% | 0.025% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 8,827 | $742K | 0.0% | -73.6% | 0.014% | |
| 7/22/2025 | Merit Financial Group LLC | 77,236 | $6.49M | 0.1% | +52.4% | 0.118% | |
| 7/22/2025 | VAUGHAN & Co SECURITIES INC. | 32,291 | $2.71M | 1.6% | +2.1% | 0.049% | |
| 7/22/2025 | Simplicity Wealth LLC | 4,828 | $406K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | Berger Financial Group Inc | 20,681 | $1.74M | 0.1% | -4.7% | 0.032% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 35,746 | $3.01M | 1.0% | -2.6% | 0.055% | |
| 7/21/2025 | QRG Capital Management Inc. | 7,433 | $625K | 0.0% | +113.7% | 0.011% | |
| 7/21/2025 | Ascent Group LLC | 429,124 | $36.07M | 1.4% | N/A | 0.657% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,319 | $195K | 0.0% | -85.8% | 0.004% | |
| 7/21/2025 | Yeomans Consulting Group Inc. | 81,473 | $6.87M | 2.8% | +1.7% | 0.125% | |
| 7/21/2025 | 1900 Wealth Management LLC | 7,668 | $645K | 0.0% | -6.7% | 0.012% | |
| 7/18/2025 | EWA LLC | 4,254 | $358K | 0.1% | -17.7% | 0.007% | |
| 7/18/2025 | TPG Advisors LLC | 20,778 | $1.75M | 1.3% | -5.6% | 0.032% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 2,630 | $221K | 0.1% | -69.5% | 0.004% | |
| 7/18/2025 | First Pacific Financial | 371 | $31K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | QTR Family Wealth LLC | 6,537 | $549K | 0.3% | -1.9% | 0.010% | |
| 7/18/2025 | Truist Financial Corp | 134,221 | $11.28M | 0.0% | +26.7% | 0.206% | |
| 7/17/2025 | K2 Financial Inc. | 4,888 | $402K | 0.4% | +4.4% | 0.007% | |
| 7/17/2025 | HB Wealth Management LLC | 14,508 | $1.22M | 0.0% | -17.4% | 0.022% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,854 | $1.59M | 0.0% | +1.4% | 0.029% | |
| 7/17/2025 | Archford Capital Strategies LLC | 8,270 | $695K | 0.1% | -55.4% | 0.013% | |
| 7/17/2025 | Global Trust Asset Management LLC | 4,200 | $353K | 0.2% | N/A | 0.006% | |
| 7/17/2025 | Independence Bank of Kentucky | 2,500 | $210K | 0.0% | -16.7% | 0.004% | |
| 7/17/2025 | Symmetry Partners LLC | 117,500 | $9.88M | 1.2% | +7.1% | 0.180% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 64,101 | $5.39M | 1.2% | N/A | 0.098% | |
| 7/16/2025 | Diversified Enterprises LLC | 3,805 | $320K | 0.0% | +9.6% | 0.006% | |
| 7/16/2025 | Signaturefd LLC | 487 | $41K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Kathmere Capital Management LLC | 3,722 | $313K | 0.0% | +5.0% | 0.006% | |
| 7/16/2025 | Fortune Financial Advisors LLC | 22,667 | $1.91M | 1.5% | +11.2% | 0.035% | |
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| 7/16/2025 | Magnus Financial Group LLC | 110,435 | $9.28M | 0.8% | +2.6% | 0.169% | |
| 7/16/2025 | Meridian Financial LLC | 2,559 | $215K | 0.1% | N/A | 0.004% | |
| 7/15/2025 | Well Done LLC | 85,104 | $7.15M | 1.3% | -9.0% | 0.130% | |
| 7/15/2025 | Carr Financial Group Corp | 9,654 | $812K | 0.2% | N/A | 0.015% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 17,428 | $1.46M | 0.1% | -4.7% | 0.027% | |
| 7/15/2025 | Financial Management Professionals Inc. | 14,172 | $1.19M | 0.1% | N/A | 0.022% | |
| 7/15/2025 | CGN Advisors LLC | 20,569 | $1.73M | 0.2% | +2.8% | 0.031% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,475 | $208K | 0.0% | +45.4% | 0.004% | |
| 7/14/2025 | Foster Group Inc. | 15,186 | $1.28M | 0.0% | -2.6% | 0.023% | |
| 7/14/2025 | Sweeney & Michel LLC | 9,462 | $788K | 0.3% | +1.4% | 0.014% | |
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