| 8/8/2025 | Ironwood Investment Counsel LLC | 12,624 | $1.14M | 0.2% | -8.6% | 0.014% | |
| 8/8/2025 | VeraBank N.A. | 317,523 | $28.62M | 5.7% | +1.0% | 0.340% | |
| 8/7/2025 | Fund Evaluation Group LLC | 6,221 | $561K | 0.0% | N/A | 0.007% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 114,925 | $10.04M | 1.5% | +9.4% | 0.123% | |
| 8/7/2025 | Vise Technologies Inc. | 2,474 | $223K | 0.0% | N/A | 0.003% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 35,835 | $3.23M | 0.4% | +8.9% | 0.038% | |
| 8/7/2025 | Allworth Financial LP | 88,430 | $7.97M | 0.0% | -1.8% | 0.095% | |
| 8/7/2025 | Addison Advisors LLC | 73,530 | $6.63M | 1.7% | +1.5% | 0.079% | |
| 8/7/2025 | Roberts Glore & Co. Inc. IL | 27,531 | $2.48M | 0.7% | +2.1% | 0.029% | |
| 8/7/2025 | Sound View Wealth Advisors Group LLC | 33,332 | $3.00M | 0.2% | +13.3% | 0.036% | |
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| 8/7/2025 | WESCAP Management Group Inc. | 30,452 | $2.74M | 0.6% | +6.4% | 0.033% | |
| 8/6/2025 | RWA Wealth Partners LLC | 21,941 | $1.98M | 0.0% | -2.7% | 0.023% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 14,281 | $1.29M | 0.7% | +10,557.5% | 0.015% | |
| 8/6/2025 | AE Wealth Management LLC | 1,090 | $98K | 0.0% | +44.4% | 0.001% | |
| 8/6/2025 | Stokes Family Office LLC | 64,229 | $5.79M | 0.6% | +6.2% | 0.069% | |
| 8/6/2025 | Aspect Partners LLC | 47,414 | $4.27M | 2.1% | +2.2% | 0.051% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 36,778 | $3.31M | 0.6% | -7.2% | 0.039% | |
| 8/6/2025 | Paladin Advisory Group LLC | 2,497 | $225K | 0.2% | -4.7% | 0.003% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 2,236 | $202K | 0.2% | -12.2% | 0.002% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 638,339 | $57.53M | 0.1% | -0.5% | 0.684% | |
| 8/5/2025 | Arrowroot Family Office LLC | 22,056 | $1.99M | 0.9% | N/A | 0.024% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 781 | $70K | 0.0% | +66.9% | 0.001% | |
| 8/5/2025 | Advisors Preferred LLC | 48,225 | $4.35M | 0.7% | +4.1% | 0.052% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 35,517 | $3.20M | 0.8% | -44.5% | 0.038% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,848,699 | $166.61M | 0.0% | -1.5% | 1.980% | |
| 8/5/2025 | BCGM Wealth Management LLC | 84,831 | $7.65M | 2.2% | +2.5% | 0.091% | |
| 8/5/2025 | Bank of Montreal Can | 88,979 | $8.02M | 0.0% | +9.0% | 0.095% | |
| 8/5/2025 | Sigma Planning Corp | 4,274 | $385K | 0.0% | -74.9% | 0.005% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 40,905 | $3.69M | 2.3% | +6.5% | 0.044% | |
| 8/5/2025 | Navalign LLC | 232,954 | $20.99M | 5.8% | -1.8% | 0.249% | |
| 8/4/2025 | Integrity Alliance LLC. | 65,536 | $5.91M | 0.3% | N/A | 0.070% | |
| 8/4/2025 | Murphy Pohlad Asset Management LLC | 2,504 | $226K | 0.1% | -10.1% | 0.003% | |
| 8/4/2025 | IFG Advisory LLC | 55,500 | $5.00M | 0.3% | +6.5% | 0.059% | |
| 8/4/2025 | Atria Investments Inc | 78,546 | $7.08M | 0.1% | +7.0% | 0.084% | |
| 8/4/2025 | Savvy Advisors Inc. | 25,201 | $2.27M | 0.2% | -6.2% | 0.027% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 7,258 | $654K | 0.0% | -4.8% | 0.008% | |
| 8/4/2025 | World Investment Advisors | 42,225 | $3.81M | 0.1% | -6.5% | 0.045% | |
| 8/4/2025 | Human Investing LLC | 136,204 | $12.26M | 1.9% | -1.1% | 0.146% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 23,387 | $2.11M | 1.5% | +4.6% | 0.025% | |
| 8/1/2025 | Planning Directions Inc. | 2,925 | $264K | 0.1% | N/A | 0.003% | |
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| 8/1/2025 | Equita Financial Network Inc. | 3,857 | $348K | 0.1% | N/A | 0.004% | |
| 8/1/2025 | Penobscot Wealth Management | 2,462 | $222K | 0.1% | -4.9% | 0.003% | |
| 8/1/2025 | Bessemer Group Inc. | 1,481 | $133K | 0.0% | +38.5% | 0.002% | |
| 8/1/2025 | Brookwood Investment Group LLC | 10,040 | $905K | 0.1% | +26.6% | 0.011% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 45,234 | $4.08M | 2.1% | -0.8% | 0.048% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 781,471 | $70.43M | 0.0% | -1.1% | 0.837% | |
| 7/31/2025 | Wealthfront Advisers LLC | 20,603 | $1.86M | 0.0% | +19.3% | 0.022% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 242,781 | $21.88M | 1.4% | +3.2% | 0.260% | |
| 7/31/2025 | Whipplewood Advisors LLC | 33,752 | $3.04M | 1.7% | +20,110.8% | 0.036% | |
| 7/31/2025 | Leavell Investment Management Inc. | 120,936 | $10.90M | 0.5% | +0.8% | 0.129% | |
| 7/31/2025 | CVA Family Office LLC | 6,896 | $621K | 0.1% | -20.8% | 0.007% | |
| 7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 289,482 | $26.09M | 4.5% | +2.6% | 0.310% | |
| 7/31/2025 | City State Bank | 5,905 | $532K | 0.2% | +5.4% | 0.006% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 87,192 | $7.86M | 0.1% | -1.5% | 0.093% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 30,496 | $2.75M | 1.1% | +5.6% | 0.033% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 78,944 | $7.11M | 2.8% | +3.3% | 0.085% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 55,874 | $5.04M | 0.7% | +0.6% | 0.060% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 13,030 | $1.17M | 0.6% | +55.5% | 0.014% | |
| 7/30/2025 | Insight Advisors LLC PA | 3,639 | $328K | 0.1% | -39.0% | 0.004% | |
| 7/30/2025 | Castle Wealth Management LLC | 10,724 | $966K | 0.4% | +16.7% | 0.011% | |
| 7/30/2025 | Strategic Blueprint LLC | 36,137 | $3.26M | 0.2% | -0.4% | 0.039% | |
| 7/30/2025 | Parcion Private Wealth LLC | 1,183,161 | $106.63M | 5.5% | +0.2% | 1.267% | |
| 7/30/2025 | Patten Group Inc. | 13,007 | $1.17M | 0.2% | +3.8% | 0.014% | |
| 7/30/2025 | Studio Investment Management LLC | 67,946 | $6.12M | 1.2% | -2.7% | 0.073% | |
| 7/30/2025 | D.A. Davidson & CO. | 113,708 | $10.25M | 0.1% | +0.4% | 0.122% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 1,695 | $153K | 0.0% | -25.2% | 0.002% | |
| 7/30/2025 | Lafayette Investments Inc. | 4,691 | $423K | 0.1% | +8.4% | 0.005% | |
| 7/30/2025 | Divergent Planning LLC | 22,793 | $2.05M | 0.4% | N/A | 0.024% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 27,727 | $2.50M | 0.1% | +5.3% | 0.030% | |
| 7/30/2025 | Financial Perspectives Inc | 104,910 | $9.45M | 2.9% | +1.9% | 0.112% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 92,591 | $8.34M | 1.5% | N/A | 0.099% | |
| 7/29/2025 | Stephens Inc. AR | 35,396 | $3.19M | 0.0% | +1.4% | 0.038% | |
| 7/29/2025 | Crux Wealth Advisors | 12,424 | $1.12M | 0.5% | -17.1% | 0.013% | |
| 7/29/2025 | International Assets Investment Management LLC | 4,565 | $411K | 0.0% | -25.0% | 0.005% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 14,574 | $1.31M | 0.1% | +1.0% | 0.016% | |
| 7/29/2025 | Arista Wealth Management LLC | 2,364 | $213K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,618 | $867K | 0.0% | +87.2% | 0.010% | |
| 7/29/2025 | Private Trust Co. NA | 3,373 | $304K | 0.0% | +4.1% | 0.004% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 7,910 | $700K | 0.2% | N/A | 0.008% | |
| 7/29/2025 | Empirical Asset Management LLC | 2,292 | $207K | 0.1% | N/A | 0.002% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 55,051 | $4.96M | 0.9% | +4.4% | 0.059% | |
| 7/28/2025 | Copia Wealth Management | 288 | $26K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 152,675 | $13.76M | 5.5% | +2.0% | 0.163% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 40,666 | $3.67M | 2.5% | +3.4% | 0.044% | |
| 7/28/2025 | Mutual Advisors LLC | 8,173 | $735K | 0.0% | +7.6% | 0.009% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 586 | $53K | 0.0% | +72.4% | 0.001% | |
| 7/28/2025 | RFG Advisory LLC | 16,779 | $1.51M | 0.0% | +361.0% | 0.018% | |
| 7/25/2025 | NorthRock Partners LLC | 1,544 | $139K | 0.0% | +50.3% | 0.002% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,240 | $562K | 0.0% | -3.8% | 0.007% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,615 | $416K | 0.0% | -13.0% | 0.005% | |
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| 7/25/2025 | Concord Asset Management LLC VA | 63,921 | $5.76M | 0.9% | +35.0% | 0.068% | |
| 7/25/2025 | Parker Financial LLC | 7,330 | $661K | 0.3% | -12.4% | 0.008% | |
| 7/25/2025 | Lion Street Advisors LLC | 2,385 | $215K | 0.1% | N/A | 0.003% | |
| 7/25/2025 | Landmark Wealth Management LLC | 109,462 | $9.87M | 4.2% | -3.8% | 0.117% | |
| 7/25/2025 | CWM LLC | 1,880 | $169K | 0.0% | -19.7% | 0.002% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 34,081 | $3.07M | 0.4% | -1.1% | 0.036% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 237,683 | $21.42M | 5.0% | +21.5% | 0.255% | |
| 7/25/2025 | Muirfield Wealth Advisors LLC | 9,170 | $826K | 0.7% | +79.5% | 0.010% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 5,647 | $509K | 0.1% | +11.3% | 0.006% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 5,147 | $464K | 0.0% | N/A | 0.006% | |
