| 8/1/2025 | James Investment Research Inc. | 167,700 | $8.56M | 1.0% | +4.6% | 0.096% | |
| 8/1/2025 | New York Life Investment Management LLC | 2,470,705 | $126.06M | 1.2% | -15.8% | 1.411% | |
| 8/1/2025 | May Hill Capital LLC | 9,268 | $473K | 0.2% | -48.2% | 0.005% | |
| 8/1/2025 | GWN Securities Inc. | 10,167 | $519K | 0.1% | -20.2% | 0.006% | |
| 8/1/2025 | SYM FINANCIAL Corp | 725 | $37K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Liberty Wealth Management LLC | 7,271 | $371K | 0.1% | -50.0% | 0.004% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 14,170 | $723K | 0.1% | +33.7% | 0.008% | |
| 8/1/2025 | Brookwood Investment Group LLC | 27,982 | $1.43M | 0.2% | -26.7% | 0.016% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 158,066 | $8.07M | 0.3% | -5.1% | 0.090% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,959,410 | $99.77M | 0.0% | -10.5% | 1.119% | |
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| 8/1/2025 | Chilton Capital Management LLC | 5,564 | $284K | 0.0% | -3.6% | 0.003% | |
| 7/31/2025 | Darden Wealth Group Inc | 75,887 | $3.87M | 2.3% | +2.0% | 0.043% | |
| 7/31/2025 | Waldron Private Wealth LLC | 5,962 | $304K | 0.0% | N/A | 0.003% | |
| 7/31/2025 | Graybill Wealth Management LTD. | 4,000 | $204K | 0.1% | -30.7% | 0.002% | |
| 7/31/2025 | Leavell Investment Management Inc. | 42,134 | $2.15M | 0.1% | -11.9% | 0.024% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 16,913 | $863K | 0.0% | +9.8% | 0.010% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 73,753 | $3.76M | 1.4% | -5.0% | 0.042% | |
| 7/31/2025 | LJI Wealth Management LLC | 363,351 | $18.54M | 3.2% | +3.6% | 0.208% | |
| 7/31/2025 | Sharper & Granite LLC | 4,900 | $249K | 0.1% | N/A | 0.003% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 102,031 | $5.21M | 4.0% | -15.7% | 0.058% | |
| 7/31/2025 | Hoge Financial Services LLC | 167,485 | $8.57M | 5.3% | +4.9% | 0.096% | |
| 7/30/2025 | KPP Advisory Services LLC | 4,150 | $212K | 0.0% | -6.7% | 0.002% | |
| 7/30/2025 | Bleakley Financial Group LLC | 66,322 | $3.38M | 0.1% | -2.8% | 0.038% | |
| 7/30/2025 | Strategic Blueprint LLC | 17,484 | $892K | 0.0% | +147.4% | 0.010% | |
| 7/30/2025 | Patten Group Inc. | 6,938 | $354K | 0.1% | -46.5% | 0.004% | |
| 7/30/2025 | Brookstone Capital Management | 61,723 | $3.15M | 0.0% | -14.1% | 0.035% | |
| 7/30/2025 | BTS Asset Management Inc. | 8,863 | $452K | 0.5% | -2.2% | 0.005% | |
| 7/30/2025 | D.A. Davidson & CO. | 70,375 | $3.59M | 0.0% | +21.7% | 0.040% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 4,418 | $225K | 0.0% | +27.9% | 0.003% | |
| 7/30/2025 | Smith Thornton Advisors LLC | 7,020 | $358K | 0.2% | -22.0% | 0.004% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 19,673 | $1.00M | 0.2% | -15.2% | 0.011% | |
| 7/30/2025 | Whittier Trust Co. | 3,865 | $197K | 0.0% | +249.8% | 0.002% | |
| 7/30/2025 | Probity Advisors Inc. | 130,922 | $6.68M | 1.2% | -5.6% | 0.075% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 14,919 | $761K | 0.0% | -4.5% | 0.009% | |
| 7/30/2025 | Demars Financial Group LLC | 764,071 | $38.98M | 15.0% | -98.1% | 0.436% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 61,558 | $3.14M | 0.6% | +2.8% | 0.035% | |
| 7/30/2025 | WBH Advisory Inc. | 23,614 | $1.21M | 0.1% | +13.5% | 0.013% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 12,270 | $626K | 0.0% | N/A | 0.007% | |
| 7/29/2025 | Flavin Financial Services Inc. | 8,207 | $419K | 0.4% | -41.6% | 0.005% | |
| 7/29/2025 | Disciplined Investments LLC | 9,734 | $497K | 0.2% | -13.5% | 0.006% | |
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| 7/29/2025 | Ballast Inc. | 22,884 | $1.17M | 0.5% | N/A | 0.013% | |
| 7/29/2025 | International Assets Investment Management LLC | 21,585 | $1.10M | 0.1% | +5.4% | 0.012% | |
| 7/29/2025 | Kanawha Capital Management LLC | 24,604 | $1.26M | 0.1% | -7.5% | 0.014% | |
| 7/29/2025 | Hartline Investment Corp | 848,010 | $43.27M | 4.9% | -9.8% | 0.484% | |
| 7/29/2025 | Carmel Capital Partners LLC | 103,591 | $5.29M | 1.9% | +5.3% | 0.059% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 117,104 | $5.98M | 0.1% | +0.3% | 0.067% | |
| 7/29/2025 | Private Trust Co. NA | 15,938 | $813K | 0.1% | +14.7% | 0.009% | |
| 7/29/2025 | Two West Capital Advisors LLC | 12,594 | $643K | 0.4% | -2.6% | 0.007% | |
| 7/29/2025 | TFC Financial Management Inc. | 792 | $40K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Portland Financial Advisors Inc | 12,871 | $657K | 1.6% | +6.4% | 0.007% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 23,033 | $1.18M | 1.1% | N/A | 0.013% | |
| 7/28/2025 | Toews Corp ADV | 49,228 | $2.51M | 0.4% | +0.6% | 0.028% | |
| 7/28/2025 | WJ Wealth Management LLC | 4,400 | $224K | 0.1% | -69.5% | 0.003% | |
| 7/28/2025 | Callahan Advisors LLC | 33,350 | $1.70M | 0.2% | +16.7% | 0.019% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 8,397 | $428K | 0.3% | -2.8% | 0.005% | |
| 7/28/2025 | Mutual Advisors LLC | 262,224 | $13.39M | 0.3% | +13.8% | 0.150% | |
| 7/28/2025 | Essex LLC | 5,468 | $279K | 0.1% | -19.9% | 0.003% | |
| 7/28/2025 | Harbour Investments Inc. | 28,172 | $1.44M | 0.0% | +10.5% | 0.016% | |
| 7/28/2025 | Courier Capital LLC | 152,302 | $7.77M | 0.5% | +1.3% | 0.087% | |
| 7/28/2025 | RFG Advisory LLC | 277,120 | $14.14M | 0.3% | -16.3% | 0.158% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 54,578 | $2.79M | 0.1% | -19.3% | 0.031% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 40,188 | $2.05M | 0.8% | +10.6% | 0.023% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 839,303 | $42.82M | 2.9% | +10.2% | 0.479% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 265,710 | $13.55M | 0.3% | -49.4% | 0.152% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 28,739 | $1.47M | 0.0% | -70.3% | 0.016% | |
| 7/25/2025 | Lion Street Advisors LLC | 36,939 | $1.89M | 0.6% | -6.0% | 0.021% | |
| 7/25/2025 | MGO One Seven LLC | 62,132 | $3.17M | 0.1% | +2.0% | 0.035% | |
| 7/25/2025 | Alpha Financial Partners LLC | 7,580 | $387K | 0.3% | N/A | 0.004% | |
| 7/25/2025 | CWM LLC | 343,039 | $17.50M | 0.1% | +0.8% | 0.196% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 7,506 | $383K | 0.1% | -44.1% | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 6,981 | $356K | 0.0% | +13.7% | 0.004% | |
| 7/25/2025 | Apollon Wealth Management LLC | 179,327 | $9.15M | 0.2% | +1.0% | 0.102% | |
| 7/24/2025 | Financial Connections Group Inc. | 2,008 | $102K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | Wealth Management Resources Inc. | 67,859 | $3.46M | 1.2% | +84.0% | 0.039% | |
| 7/24/2025 | Summit Place Financial Advisors LLC | 3,960 | $202K | 0.1% | -37.7% | 0.002% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 17,866 | $912K | 0.1% | +12.4% | 0.010% | |
| 7/24/2025 | Monument Capital Management | 93,977 | $4.80M | 1.2% | N/A | 0.054% | |
| 7/24/2025 | Blair William & Co. IL | 28,337 | $1.45M | 0.0% | -3.4% | 0.016% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 3,907 | $199K | 0.0% | -7.7% | 0.002% | |
| 7/24/2025 | US Bancorp DE | 341,412 | $17.42M | 0.0% | +8.7% | 0.195% | |
| 7/23/2025 | L.K. Benson & Company P.C. | 15,785 | $805K | 0.5% | -1.9% | 0.009% | |
| 7/23/2025 | Columbus Macro LLC | 146,908 | $7.50M | 0.9% | +9.2% | 0.084% | |
| 7/23/2025 | RiverTree Advisors LLC | 33,912 | $1.73M | 1.2% | -15.9% | 0.019% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 159,273 | $8.13M | 1.9% | -6.9% | 0.091% | |
| 7/23/2025 | Valmark Advisers Inc. | 29,444 | $1.50M | 0.0% | +110.9% | 0.017% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 123,526 | $6.30M | 0.4% | -6.9% | 0.071% | |
| 7/23/2025 | 1 North Wealth Services LLC | 25,992 | $1.33M | 0.5% | -6.0% | 0.015% | |
| 7/23/2025 | DMC Group LLC | 21,721 | $1.11M | 0.9% | -6.2% | 0.012% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 53,390 | $2.72M | 0.5% | +4.5% | 0.030% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 9,326 | $476K | 0.0% | -10.3% | 0.005% | |
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| 7/23/2025 | TriaGen Wealth Management LLC | 26,434 | $1.35M | 0.4% | +4.1% | 0.015% | |
| 7/23/2025 | Roundview Capital LLC | 30,437 | $1.55M | 0.1% | -10.6% | 0.017% | |
| 7/23/2025 | RMG Wealth Management LLC | 475,573 | $24.25M | 3.7% | N/A | 0.272% | |
| 7/23/2025 | Meitav Investment House Ltd. | 30,143 | $1.54M | 0.0% | +226.8% | 0.017% | |
| 7/23/2025 | SteelPeak Wealth LLC | 7,556 | $386K | 0.0% | -5.6% | 0.004% | |
| 7/23/2025 | Elm3 Financial Group LLC | 4,263 | $217K | 0.2% | -36.0% | 0.002% | |
| 7/23/2025 | Heck Capital Advisors LLC | 5,891 | $301K | 0.0% | -88.6% | 0.003% | |
| 7/23/2025 | KPP Advisory Services LLC | 4,150 | $212K | 0.1% | -6.7% | 0.002% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 164,134 | $8.37M | 0.1% | -29.1% | 0.094% | |
| 7/22/2025 | Belpointe Asset Management LLC | 52,482 | $2.68M | 0.1% | -4.4% | 0.030% | |
