| 7/25/2025 | Northwest Capital Management Inc | 30,387 | $1.41M | 0.8% | -23.5% | 0.004% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 1,095,353 | $50.57M | 1.1% | -47.6% | 0.153% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,044,456 | $649.28M | 2.4% | -13.2% | 1.958% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 21,911 | $1.01M | 0.0% | +334.1% | 0.003% | |
| 7/25/2025 | Lion Street Advisors LLC | 35,685 | $1.65M | 0.5% | +41.2% | 0.005% | |
| 7/25/2025 | MGO One Seven LLC | 155,410 | $7.19M | 0.2% | +888.8% | 0.022% | |
| 7/25/2025 | ONE Advisory Partners LLC | 677,440 | $31.10M | 10.3% | -1.5% | 0.094% | |
| 7/25/2025 | Wells Financial Advisors INC | 16,550 | $765K | 1.1% | -24.4% | 0.002% | |
| 7/25/2025 | Acorn Creek Capital LLC | 9,008 | $416K | 0.2% | +65.8% | 0.001% | |
| 7/25/2025 | CWM LLC | 17,375,112 | $803.25M | 2.8% | -3.9% | 2.423% | |
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| 7/25/2025 | Lodestar Private Asset Management LLC | 261,011 | $12.07M | 1.4% | +1.7% | 0.036% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 70,455 | $3.26M | 0.7% | -0.5% | 0.010% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 95,253 | $4.40M | 0.1% | +14.3% | 0.013% | |
| 7/25/2025 | R. W. Roge & Company Inc. | 79,725 | $3.69M | 2.1% | -11.9% | 0.011% | |
| 7/25/2025 | Apollon Wealth Management LLC | 193,632 | $8.95M | 0.2% | -6.7% | 0.027% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 53,709 | $2.48M | 0.8% | -3.6% | 0.008% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 659 | $30K | 0.0% | -77.0% | 0.000% | |
| 7/24/2025 | JB Capital LLC | 2,975,634 | $137.56M | 6.7% | +0.9% | 0.416% | |
| 7/24/2025 | Blue Trust Inc. | 764,470 | $35.34M | 0.4% | -10.8% | 0.107% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 80,338 | $3.71M | 0.1% | +5.0% | 0.011% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 276,719 | $12.79M | 6.0% | +1.9% | 0.039% | |
| 7/24/2025 | Wealthstar Advisors LLC | 54,827 | $2.54M | 1.0% | -0.8% | 0.008% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 235,342 | $10.88M | 0.9% | +1.9% | 0.033% | |
| 7/24/2025 | M1 Capital Management LLC | 72,203 | $3.34M | 1.7% | -18.7% | 0.010% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 57,444 | $2.66M | 0.9% | -33.6% | 0.008% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 11,830 | $547K | 0.4% | N/A | 0.002% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 27,000 | $1.25M | 0.1% | N/A | 0.004% | |
| 7/24/2025 | MSH Capital Advisors LLC | 27,608 | $1.28M | 0.4% | +7.8% | 0.004% | |
| 7/24/2025 | US Bancorp DE | 1,616,741 | $74.74M | 0.1% | -6.8% | 0.226% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 12,452 | $576K | 0.0% | +82.1% | 0.002% | |
| 7/23/2025 | Columbus Macro LLC | 69,500 | $3.21M | 0.4% | +4.2% | 0.010% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 75,812 | $3.51M | 0.3% | -17.0% | 0.011% | |
| 7/23/2025 | Ignite Planners LLC | 108,984 | $4.99M | 0.7% | +6.4% | 0.015% | |
| 7/23/2025 | Dohj LLC | 86,237 | $3.92M | 1.1% | -45.5% | 0.012% | |
| 7/23/2025 | Valmark Advisers Inc. | 12,914 | $597K | 0.0% | -17.3% | 0.002% | |
| 7/23/2025 | Financial Life Advisors | 311,915 | $14.42M | 4.9% | -6.4% | 0.044% | |
| 7/23/2025 | Lansing Street Advisors | 93,405 | $4.32M | 1.3% | +0.8% | 0.013% | |
| 7/23/2025 | NBT Bank N A NY | 25,874 | $1.20M | 0.1% | -1.0% | 0.004% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 169,427 | $7.83M | 0.5% | +55.8% | 0.024% | |
| 7/23/2025 | Venturi Wealth Management LLC | 102,244 | $4.73M | 0.2% | -0.5% | 0.014% | |
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| 7/23/2025 | Kingswood Wealth Advisors LLC | 26,844 | $1.24M | 0.1% | -26.1% | 0.004% | |
| 7/23/2025 | True Vision MN LLC | 345,307 | $15.96M | 8.8% | -12.0% | 0.048% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 42,901 | $1.98M | 0.4% | +208.1% | 0.006% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 42,424 | $1.96M | 1.6% | -7.8% | 0.006% | |
| 7/23/2025 | Bennett Associates Wealth Management | 109,454 | $5.06M | 3.9% | -1.2% | 0.015% | |
| 7/23/2025 | SteelPeak Wealth LLC | 1,200,349 | $55.49M | 2.1% | -10.2% | 0.168% | |
| 7/23/2025 | Heck Capital Advisors LLC | 55,910 | $2.59M | 0.2% | -1.1% | 0.008% | |
| 7/22/2025 | Valley National Advisers Inc. | 134,162 | $6.20M | 1.0% | -1.4% | 0.019% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 167,714 | $7.75M | 1.2% | N/A | 0.023% | |
| 7/22/2025 | Appleton Partners Inc. MA | 24,320 | $1.12M | 0.1% | -4.4% | 0.003% | |
| 7/22/2025 | PUREfi Wealth LLC | 9,680 | $448K | 0.4% | +20.8% | 0.001% | |
| 7/22/2025 | DAVENPORT & Co LLC | 45,112 | $2.09M | 0.0% | -2.5% | 0.006% | |
| 7/22/2025 | Valpey Financial Services LLC | 13,370 | $618K | 0.4% | N/A | 0.002% | |
| 7/22/2025 | Merit Financial Group LLC | 354,436 | $16.39M | 0.2% | +1.6% | 0.050% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 863,967 | $39.94M | 4.3% | +12.6% | 0.121% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 33,586 | $1.55M | 0.4% | -10.8% | 0.005% | |
| 7/22/2025 | Kickstand Ventures LLC. | 167,714 | $7.75M | 1.8% | -8.8% | 0.023% | |
| 7/22/2025 | Simplicity Wealth LLC | 632,077 | $29.22M | 1.2% | +72.8% | 0.088% | |
| 7/22/2025 | Sutton Place Investors LLC | 39,327 | $1.82M | 1.1% | -21.1% | 0.006% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,472 | $207K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Hill Island Financial LLC | 19,782 | $915K | 0.3% | -11.1% | 0.003% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 43,287 | $2.00M | 0.7% | +11.3% | 0.006% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 80,793 | $3.74M | 1.6% | -11.2% | 0.011% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 514,161 | $23.77M | 6.9% | -7.1% | 0.072% | |
| 7/22/2025 | Vested Financial Planning LLC | 17,278 | $799K | 0.7% | -5.3% | 0.002% | |
| 7/22/2025 | Windward Private Wealth Management Inc. | 25,906 | $1.20M | 0.4% | -7.3% | 0.004% | |
| 7/21/2025 | Ameriflex Group Inc. | 34,810 | $1.61M | 0.8% | +6.9% | 0.005% | |
| 7/21/2025 | Life Planning Partners Inc | 86,460 | $4.00M | 3.2% | -6.9% | 0.012% | |
| 7/21/2025 | Keystone Financial Group Inc. | 4,381 | $201K | 0.1% | +172.6% | 0.001% | |
| 7/21/2025 | Ascent Group LLC | 21,654 | $1.00M | 0.0% | +65.8% | 0.003% | |
| 7/21/2025 | New Century Financial Group LLC | 4,856 | $225K | 0.3% | N/A | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,899 | $226K | 0.0% | -20.3% | 0.001% | |
| 7/21/2025 | Quattro Financial Advisors LLC | 156,196 | $7.22M | 2.5% | -2.0% | 0.022% | |
| 7/21/2025 | Stash Investments LLC | 801,239 | $37.04M | 17.6% | +8.8% | 0.112% | |
| 7/21/2025 | Triad Wealth Partners LLC | 13,584 | $628K | 0.1% | N/A | 0.002% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 117,886 | $5.45M | 0.6% | -25.8% | 0.016% | |
| 7/21/2025 | Catalina Capital Group LLC | 21,278 | $984K | 0.7% | -18.3% | 0.003% | |
| 7/18/2025 | EWA LLC | 233,509 | $10.80M | 3.4% | +16.6% | 0.033% | |
| 7/18/2025 | Tanager Wealth Management LLP | 179,488 | $8.30M | 1.0% | N/A | 0.025% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 18,066 | $835K | 0.1% | -6.0% | 0.003% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 8,555 | $395K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 18,432 | $852K | 0.2% | N/A | 0.003% | |
| 7/18/2025 | Client 1ST Advisory Group LLC | 172,488 | $7.97M | 2.9% | +3.4% | 0.024% | |
| 7/18/2025 | Trilogy Capital Inc. | 7,195 | $333K | 0.0% | -11.8% | 0.001% | |
| 7/18/2025 | Marino Stram & Associates LLC | 21,668 | $1.00M | 0.2% | -3.3% | 0.003% | |
| 7/18/2025 | SWP Financial LLC | 264,701 | $12.24M | 6.7% | -14.1% | 0.037% | |
| 7/18/2025 | Impact Capital Partners LLC | 5,151 | $238K | 0.1% | -22.3% | 0.001% | |
| 7/18/2025 | SigFig Wealth Management LLC | 4,120,866 | $189.89M | 6.3% | +0.7% | 0.577% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 4,477 | $207K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Cooper Financial Group | 43,408 | $2.01M | 0.2% | -49.7% | 0.006% | |
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| 7/18/2025 | Truist Financial Corp | 1,612,013 | $74.52M | 0.1% | -4.9% | 0.226% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 12,133 | $561K | 0.8% | -8.1% | 0.002% | |
| 7/18/2025 | BCU Wealth Advisors LLC | 152,616 | $7.06M | 3.2% | -2.6% | 0.021% | |
| 7/17/2025 | One Wealth Advisors LLC | 382,480 | $17.68M | 2.5% | -19.9% | 0.054% | |
| 7/17/2025 | Trivium Point Advisory LLC | 166,852 | $7.71M | 0.8% | -2.7% | 0.023% | |
| 7/17/2025 | Spectrum Strategic Capital Management LLC | 10,635 | $492K | 0.2% | -12.8% | 0.001% | |
| 7/17/2025 | Park Place Capital Corp | 6,413 | $295K | 0.1% | -53.3% | 0.001% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 10,673 | $493K | 0.5% | N/A | 0.001% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 18,189 | $841K | 0.4% | -3.5% | 0.003% | |
| 7/17/2025 | LexAurum Advisors LLC | 36,991 | $1.71M | 0.3% | +4.4% | 0.005% | |
