| 4/30/2025 | Luminvest Wealth Management LLC | 329,222 | $16.07M | 6.6% | +0.6% | 0.025% | |
| 4/30/2025 | Cerity Partners LLC | 102,292 | $4.99M | 0.0% | -2.7% | 0.008% | |
| 4/30/2025 | Phillips Financial Management LLC | 606,789 | $29.62M | 2.3% | +2.8% | 0.047% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 554 | $27K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 243,878 | $11.91M | 0.1% | +0.4% | 0.019% | |
| 4/30/2025 | Allworth Financial LP | 21,773 | $1.08M | 0.0% | +9.3% | 0.002% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 103,868 | $5.07M | 0.7% | N/A | 0.008% | |
| 4/30/2025 | Investments & Financial Planning LLC | 31,638 | $1.55M | 1.0% | -10.5% | 0.002% | |
| 4/30/2025 | Pineridge Advisors LLC | 777 | $38K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Forthright Family Wealth Advisory LLC | 13,826 | $675K | 0.4% | -17.4% | 0.001% | |
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| 4/30/2025 | Topsail Wealth Management LLC | 163,257 | $7.97M | 1.6% | +26.2% | 0.013% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 10,203 | $498K | 0.0% | -28.5% | 0.001% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 122,607 | $5.99M | 0.4% | -6.3% | 0.009% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 8,279 | $408K | 0.1% | +67.2% | 0.001% | |
| 4/30/2025 | Principal Securities Inc. | 94,525 | $4.64M | 0.1% | +4.1% | 0.007% | |
| 4/30/2025 | Trek Financial LLC | 99,635 | $4.86M | 0.4% | -46.5% | 0.008% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 78,415 | $3.83M | 0.4% | -11.4% | 0.006% | |
| 4/30/2025 | Partners in Financial Planning | 972,076 | $47.46M | 9.5% | +3.4% | 0.075% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 12,229 | $597K | 0.1% | -4.6% | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 35,670 | $1.74M | 0.0% | -2.6% | 0.003% | |
| 4/30/2025 | Sharper & Granite LLC | 69,395 | $3.39M | 1.4% | +6.1% | 0.005% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 9,735 | $475K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Lincoln National Corp | 4,128,745 | $201.57M | 6.5% | +0.1% | 0.319% | |
| 4/29/2025 | Fairway Wealth LLC | 153,851 | $7.51M | 2.3% | +19.2% | 0.012% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 7,682 | $375K | 0.2% | +4.5% | 0.001% | |
| 4/29/2025 | Cooksen Wealth LLC | 3,110 | $153K | 0.2% | N/A | 0.000% | |
| 4/29/2025 | TD Private Client Wealth LLC | 8,411 | $411K | 0.0% | +12.2% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 60,187,645 | $2.94B | 0.9% | +0.0% | 4.648% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 57,267 | $2.80M | 0.5% | +30.1% | 0.004% | |
| 4/29/2025 | Penserra Capital Management LLC | 182,971 | $8.93M | 0.2% | -11.4% | 0.014% | |
| 4/29/2025 | Financial Architects LLC | 284,150 | $13.87M | 8.9% | +0.7% | 0.022% | |
| 4/29/2025 | Interactive Financial Advisors Inc. | 89,437 | $4.37M | 2.3% | +1.2% | 0.007% | |
| 4/29/2025 | Capital Planning LLC | 7,995 | $390K | 0.1% | +90.9% | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 130,618 | $6.38M | 0.2% | -8.0% | 0.010% | |
| 4/29/2025 | Discipline Wealth Solutions LLC | 401,087 | $19.58M | 9.3% | -2.2% | 0.031% | |
| 4/29/2025 | Simmons Bank | 11,396 | $556K | 0.0% | -4.6% | 0.001% | |
| 4/29/2025 | DT Investment Partners LLC | 1,879 | $92K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,523,869 | $220.86M | 0.0% | -3.5% | 0.349% | |
| 4/29/2025 | World Investment Advisors | 81,147 | $3.96M | 0.1% | +39.3% | 0.006% | |
| 4/29/2025 | Wayfinding Financial LLC | 2,201 | $107K | 0.0% | N/A | 0.000% | |
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| 4/29/2025 | Olde Wealth Management LLC | 1,252 | $61K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Truist Financial Corp | 696,314 | $33.99M | 0.1% | +8.8% | 0.054% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,034 | $246K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Columbia River Financial Group LLC | 164,194 | $8.02M | 5.4% | +5.4% | 0.013% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 16,118 | $787K | 0.3% | N/A | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,832 | $822K | 0.0% | -9.1% | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 199,750 | $9.75M | 0.1% | +3.9% | 0.015% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 86,978 | $4.25M | 0.1% | -0.8% | 0.007% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 4,259 | $208K | 0.0% | +39.7% | 0.000% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 42,919 | $2.10M | 0.8% | -39.1% | 0.003% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 6,830 | $333K | 0.0% | +23.2% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 107,680 | $5.26M | 0.0% | +1.4% | 0.008% | |
| 4/28/2025 | Clark Asset Management LLC | 557,748 | $27.23M | 4.6% | +9.4% | 0.043% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 14,442 | $705K | 0.4% | -6.0% | 0.001% | |
| 4/28/2025 | Sebold Capital Management Inc. | 48,573 | $2.37M | 1.6% | -17.4% | 0.004% | |
| 4/28/2025 | Clune & Associates LTD. | 81,986 | $4.00M | 1.2% | +3.8% | 0.006% | |
| 4/28/2025 | First Horizon Advisors Inc. | 349,564 | $17.07M | 0.5% | -8.1% | 0.027% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 5,016 | $245K | 0.0% | -13.3% | 0.000% | |
| 4/28/2025 | Cannon Advisors Inc. | 43,948 | $2.15M | 2.0% | +4.4% | 0.003% | |
| 4/28/2025 | Novem Group | 20,633 | $1.01M | 0.1% | +12.4% | 0.002% | |
| 4/28/2025 | Level Wealth Management LLC | 81,608 | $3.98M | 2.6% | +27.2% | 0.006% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 53,495 | $2.61M | 1.1% | +6.4% | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 5,144 | $251K | 0.0% | +96.1% | 0.000% | |
| 4/28/2025 | Sensible Financial Planning & Management LLC. | 1,561,206 | $76.22M | 15.2% | +3.5% | 0.121% | |
| 4/28/2025 | Equita Financial Network Inc. | 34,106 | $1.67M | 0.6% | -9.8% | 0.003% | |
| 4/28/2025 | Penobscot Wealth Management | 7,532 | $368K | 0.2% | +4.9% | 0.001% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 14,779 | $722K | 0.2% | +149.9% | 0.001% | |
| 4/28/2025 | Coastline Trust Co | 10,342 | $505K | 0.1% | +19.4% | 0.001% | |
| 4/28/2025 | Fedenia Advisers LLC | 67,874 | $3.31M | 2.2% | +0.7% | 0.005% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 6,802 | $332K | 0.3% | +6.7% | 0.001% | |
| 4/28/2025 | Ballentine Capital Advisors Inc | 282,362 | $13.79M | 7.0% | +6.4% | 0.022% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 11,508 | $562K | 0.2% | -7.4% | 0.001% | |
| 4/28/2025 | Rossby Financial LCC | 5,345 | $264K | 0.1% | -67.5% | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 7,386 | $361K | 0.0% | +15.2% | 0.001% | |
| 4/28/2025 | Summit Trail Advisors LLC | 8,087 | $395K | 0.0% | -8.8% | 0.001% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 1,111,260 | $54.25M | 0.6% | +4.6% | 0.086% | |
| 4/28/2025 | BLB&B Advisors LLC | 47,225 | $2.31M | 0.1% | -0.8% | 0.004% | |
| 4/28/2025 | Rovin Capital UT ADV | 62,426 | $3.05M | 1.0% | N/A | 0.005% | |
| 4/28/2025 | ABLE Financial Group LLC | 143,949 | $7.03M | 2.0% | +7.3% | 0.011% | |
| 4/25/2025 | JNBA Financial Advisors | 81,522 | $3.98M | 0.4% | -14.8% | 0.006% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 99,109 | $4.84M | 3.7% | +7.3% | 0.008% | |
| 4/25/2025 | Mather Group LLC. | 21,462 | $1.05M | 0.0% | +1.5% | 0.002% | |
| 4/25/2025 | Oceanside Advisors LLC | 7,914 | $386K | 0.3% | -2.9% | 0.001% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 158,934 | $7.76M | 1.0% | +2.0% | 0.012% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 1,533 | $75K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Libra Wealth LLC | 8,635 | $422K | 0.2% | +19.3% | 0.001% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 36,513 | $1.78M | 0.2% | +0.6% | 0.003% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 160,770 | $7.85M | 2.7% | +9.4% | 0.012% | |
| 4/25/2025 | K2 Financial Inc. | 76,787 | $3.78M | 3.7% | +4.8% | 0.006% | |
| 4/25/2025 | Westside Investment Management Inc. | 32,066 | $1.57M | 0.3% | -6.5% | 0.002% | |
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| 4/25/2025 | Canandaigua National Bank & Trust Co. | 39,827 | $1.94M | 0.2% | -22.7% | 0.003% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 23,818 | $1.17M | 0.0% | -0.9% | 0.002% | |
| 4/25/2025 | Financial Consulate Inc. | 10,526 | $514K | 0.1% | +4.8% | 0.001% | |
| 4/25/2025 | Verity Asset Management Inc. | 8,957 | $437K | 0.2% | -9.4% | 0.001% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 5,968 | $291K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 4,854 | $237K | 0.1% | +16.7% | 0.000% | |
| 4/25/2025 | L.K. Benson & Company P.C. | 12,196 | $595K | 0.4% | -2.0% | 0.001% | |
| 4/25/2025 | Emerald Advisors LLC | 34,506 | $1.69M | 0.2% | -35.2% | 0.003% | |
| 4/25/2025 | Root Financial Partners LLC | 10,949 | $535K | 0.1% | -15.5% | 0.001% | |
| 4/25/2025 | Sovran Advisors LLC | 34,545 | $1.70M | 0.2% | +19.9% | 0.003% | |
