| 4/30/2025 | Cerity Partners LLC | 232,083 | $22.73M | 0.0% | +10.7% | 0.239% | |
| 4/30/2025 | Allworth Financial LP | 9,009 | $865K | 0.0% | +106.9% | 0.009% | |
| 4/30/2025 | Rock Point Advisors LLC | 13,200 | $1.29M | 0.4% | N/A | 0.014% | |
| 4/30/2025 | POM Investment Strategies LLC | 2,385 | $234K | 0.3% | N/A | 0.002% | |
| 4/30/2025 | Trek Financial LLC | 2,195 | $215K | 0.0% | -15.5% | 0.002% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 5,037 | $493K | 0.0% | +25.6% | 0.005% | |
| 4/30/2025 | M&T Bank Corp | 15,412 | $1.51M | 0.0% | -43.5% | 0.016% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 8,460 | $829K | 0.0% | -16.6% | 0.009% | |
| 4/30/2025 | May Hill Capital LLC | 6,000 | $588K | 0.2% | N/A | 0.006% | |
| 4/30/2025 | Brown Advisory Inc. | 6,174 | $605K | 0.0% | N/A | 0.006% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 253,797 | $24.86M | 0.0% | +5.0% | 0.261% | |
| 4/29/2025 | One Day In July LLC | 135,328 | $13.26M | 1.3% | -3.4% | 0.139% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 20,693 | $2.03M | 0.3% | +66.6% | 0.021% | |
| 4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 4,640 | $454K | 0.1% | +5.3% | 0.005% | |
| 4/29/2025 | Novare Capital Management LLC | 9,780 | $958K | 0.1% | +14.5% | 0.010% | |
| 4/29/2025 | Bank of New York Mellon Corp | 29,997 | $2.94M | 0.0% | -7.5% | 0.031% | |
| 4/29/2025 | Brickley Wealth Management | 11,861 | $1.16M | 0.2% | -3.6% | 0.012% | |
| 4/29/2025 | Olde Wealth Management LLC | 254,139 | $24.89M | 8.8% | +1.2% | 0.262% | |
| 4/29/2025 | Values Added Financial LLC | 17,111 | $1.68M | 0.9% | +21.7% | 0.018% | |
| 4/28/2025 | D.A. Davidson & CO. | 53,262 | $5.22M | 0.0% | +0.5% | 0.055% | |
| 4/28/2025 | Mutual Advisors LLC | 3,636 | $352K | 0.0% | -5.6% | 0.004% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 7,149 | $700K | 0.2% | -1.9% | 0.007% | |
| 4/28/2025 | Silver Oak Wealth Advisors Services LLC | 177,091 | $17.35M | 15.5% | +0.4% | 0.182% | |
| 4/28/2025 | Penobscot Wealth Management | 8,328 | $816K | 0.3% | N/A | 0.009% | |
| 4/28/2025 | Rossby Financial LCC | 2,592 | $251K | 0.1% | N/A | 0.003% | |
| 4/28/2025 | Sageworth Trust Co | 34,182 | $3.35M | 0.2% | +1.6% | 0.035% | |
| 4/28/2025 | Sageworth Trust Co of South Dakota | 7,972 | $781K | 0.9% | +11.4% | 0.008% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 1,576 | $147K | 0.1% | +34.4% | 0.002% | |
| 4/25/2025 | JNBA Financial Advisors | 6,273 | $614K | 0.1% | -8.5% | 0.006% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 955 | $94K | 0.1% | -16.4% | 0.001% | |
| 4/25/2025 | Mather Group LLC. | 246,889 | $24.18M | 0.3% | -8.5% | 0.254% | |
| 4/25/2025 | Libra Wealth LLC | 59,982 | $5.88M | 2.2% | +0.6% | 0.062% | |
| 4/25/2025 | IMPACTfolio LLC | 468,714 | $45.91M | 24.1% | +2.9% | 0.482% | |
| 4/25/2025 | Albion Financial Group UT | 16,499 | $1.62M | 0.1% | +243.7% | 0.017% | |
| 4/25/2025 | Trademark Financial Management LLC | 35,859 | $3.51M | 2.7% | -4.0% | 0.037% | |
| 4/25/2025 | Westfuller Advisors LLC | 99,434 | $9.74M | 6.5% | +360.8% | 0.102% | |
| 4/24/2025 | Mallini Complete Financial Planning LLC | 27,031 | $2.65M | 2.5% | -19.3% | 0.028% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 10,131 | $992K | 0.7% | -4.1% | 0.010% | |
| 4/24/2025 | Capitol Family Office Inc. | 990 | $97K | 0.1% | N/A | 0.001% | |
| 4/24/2025 | BSW Wealth Partners | 56,106 | $5.50M | 0.8% | -13.8% | 0.058% | |
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| 4/24/2025 | Carolina Wealth Advisors LLC | 1,503 | $147K | 0.1% | -11.5% | 0.002% | |
| 4/24/2025 | Money Concepts Capital Corp | 4,982 | $488K | 0.0% | +99.0% | 0.005% | |
| 4/24/2025 | PDS Planning Inc | 4,958 | $486K | 0.0% | +5.2% | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,365 | $428K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Perigon Wealth Management LLC | 16,954 | $1.66M | 0.0% | -6.6% | 0.017% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 7,973 | $781K | 0.0% | +14.2% | 0.008% | |
| 4/23/2025 | Northland Capital Management LLC | 15,243 | $1.49M | 1.0% | -4.0% | 0.016% | |
| 4/23/2025 | New Covenant Trust Company N.A. | 61,391 | $5.99M | 6.3% | -5.8% | 0.063% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 2,086 | $204K | 0.0% | -6.5% | 0.002% | |
| 4/23/2025 | Clearview Wealth Advisors LLC | 8,974 | $879K | 0.7% | -4.0% | 0.009% | |
| 4/23/2025 | Johnson Bixby & Associates LLC | 17,274 | $1.69M | 0.3% | -15.0% | 0.018% | |
| 4/23/2025 | Crewe Advisors LLC | 321,907 | $31.53M | 4.4% | +3.3% | 0.331% | |
| 4/22/2025 | Diversified Portfolios Inc. | 137,503 | $13.47M | 1.4% | +6.0% | 0.141% | |
| 4/22/2025 | Antonelli Financial Advisors LLC | 2,845 | $279K | 0.2% | +49.0% | 0.003% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 120,480 | $11.80M | 0.0% | +2.1% | 0.124% | |
| 4/22/2025 | MBE Wealth Management LLC | 2,408 | $236K | 0.1% | N/A | 0.002% | |
| 4/22/2025 | Atmos Advisory LLC | 40,704 | $3.99M | 2.7% | +15.2% | 0.042% | |
| 4/22/2025 | Garde Capital Inc. | 232,116 | $22.74M | 1.3% | +7.5% | 0.239% | |
| 4/22/2025 | Union Savings Bank | 1,357 | $133K | 0.1% | -29.7% | 0.001% | |
| 4/22/2025 | Appleton Partners Inc. MA | 4,530 | $444K | 0.0% | -18.0% | 0.005% | |
| 4/22/2025 | PFG Investments LLC | 26,298 | $2.58M | 0.2% | +21.2% | 0.027% | |
| 4/21/2025 | Martin Worley Group | 27,786 | $2.72M | 1.6% | +22.4% | 0.029% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,281 | $223K | 0.0% | -23.6% | 0.002% | |
| 4/21/2025 | Well Done LLC | 33,308 | $3.49M | 0.7% | +5.5% | 0.034% | |
| 4/21/2025 | Marino Stram & Associates LLC | 13,534 | $1.33M | 0.3% | -1.1% | 0.014% | |
| 4/21/2025 | Golden Road Advisors LLC | 7,512 | $736K | 0.6% | +26.3% | 0.008% | |
| 4/21/2025 | Newton One Investments LLC | 615 | $60K | 0.0% | -32.6% | 0.001% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 19,827 | $1.94M | 0.1% | -1.9% | 0.020% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 3,554 | $348K | 0.1% | -18.7% | 0.004% | |
| 4/18/2025 | Bell Bank | 13,971 | $1.37M | 0.1% | -7.7% | 0.014% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 9,201 | $901K | 0.1% | -8.3% | 0.009% | |
| 4/17/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 8,836 | $865K | 0.1% | +54.2% | 0.009% | |
| 4/17/2025 | Stephens Consulting LLC | 49,282 | $4.83M | 1.2% | +4.8% | 0.051% | |
| 4/17/2025 | Sowell Financial Services LLC | 3,020 | $296K | 0.0% | N/A | 0.003% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 218,610 | $21.41M | 3.1% | +0.1% | 0.224% | |
| 4/17/2025 | Stanich Group LLC | 542,738 | $53.16M | 39.3% | +5.6% | 0.557% | |
| 4/17/2025 | SFM LLC | 9,140 | $895K | 0.7% | N/A | 0.009% | |
| 4/17/2025 | Scott Capital Advisors LLC | 11,151 | $1.09M | 0.3% | N/A | 0.011% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 28,854 | $2.70M | 0.5% | -43.1% | 0.030% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 7,700 | $754K | 0.0% | N/A | 0.008% | |
| 4/17/2025 | Dohj LLC | 154,012 | $15.09M | 3.4% | +7.7% | 0.158% | |
| 4/16/2025 | TPG Financial Advisors LLC | 8,595 | $842K | 0.4% | +79.5% | 0.009% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,514 | $2.11M | 0.0% | -11.8% | 0.022% | |
| 4/16/2025 | Schoolcraft Capital LLC | 6,602 | $647K | 0.1% | N/A | 0.007% | |
| 4/16/2025 | Relyea Zuckerberg Hanson LLC | 68,191 | $6.68M | 0.9% | +3.8% | 0.070% | |
| 4/16/2025 | Paragon Capital Management Ltd | 32,049 | $3.14M | 0.6% | +16.7% | 0.033% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 48,182 | $4.72M | 0.4% | +3.5% | 0.049% | |
| 4/16/2025 | Farrell Financial LLC | 89,016 | $8.72M | 6.3% | -1.5% | 0.091% | |
| 4/15/2025 | Skyline Advisors Inc. | 19,191 | $1.88M | 0.7% | -25.4% | 0.020% | |
| 4/15/2025 | Focus Financial Network Inc. | 4,139 | $405K | 0.0% | +37.0% | 0.004% | |
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| 4/15/2025 | InTrack Investment Management Inc | 5,456 | $534K | 0.5% | -4.0% | 0.006% | |
| 4/15/2025 | Northeast Investment Management | 5,374 | $526K | 0.0% | -18.0% | 0.006% | |
| 4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 17,347 | $1.64M | 0.4% | +13.8% | 0.018% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 4,257 | $417K | 0.1% | -26.3% | 0.004% | |
| 4/15/2025 | Orgel Wealth Management LLC | 137,812 | $13.50M | 0.4% | -32.7% | 0.141% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 3,504 | $323K | 0.1% | N/A | 0.004% | |
| 4/14/2025 | Truefg LLC | 8,980 | $880K | 0.3% | +1.6% | 0.009% | |
| 4/14/2025 | Regatta Capital Group LLC | 141,543 | $13.86M | 2.7% | +4.8% | 0.145% | |
| 4/14/2025 | Panoramic Capital Partners LLC | 3,261 | $319K | 0.3% | N/A | 0.003% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 2,385 | $234K | 0.0% | +11.4% | 0.002% | |
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