| 8/6/2025 | Prospera Financial Services Inc | 16,163 | $812K | 0.0% | -19.1% | 0.005% | |
| 8/6/2025 | Titan Global Capital Management USA LLC | 44,853 | $2.26M | 0.4% | +0.7% | 0.015% | |
| 8/6/2025 | AE Wealth Management LLC | 9,990 | $502K | 0.0% | -15.1% | 0.003% | |
| 8/6/2025 | Rialto Wealth Management LLC | 2,570 | $129K | 0.0% | +78.6% | 0.001% | |
| 8/6/2025 | Nvwm LLC | 220,319 | $11.08M | 2.7% | +605.1% | 0.072% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 8,190 | $412K | 0.0% | N/A | 0.003% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 23,276 | $1.17M | 0.5% | -5.4% | 0.008% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 27,788 | $1.40M | 0.2% | -1.1% | 0.009% | |
| 8/6/2025 | Savant Capital LLC | 3,164,619 | $159.09M | 1.0% | +17.4% | 1.038% | |
| 8/6/2025 | Modera Wealth Management LLC | 44,722 | $2.25M | 0.0% | +4.5% | 0.015% | |
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| 8/6/2025 | Soltis Investment Advisors LLC | 4,698 | $236K | 0.0% | +5.3% | 0.002% | |
| 8/6/2025 | Washington Trust Bank | 24,785 | $1.25M | 0.1% | +4.3% | 0.008% | |
| 8/6/2025 | Ethos Financial Group LLC | 158,674 | $7.97M | 0.7% | +38.3% | 0.052% | |
| 8/6/2025 | Able Wealth Management LLC | 4,002 | $201K | 0.1% | N/A | 0.001% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 9,556 | $480K | 0.0% | N/A | 0.003% | |
| 8/6/2025 | First Horizon Advisors Inc. | 14,433 | $726K | 0.0% | +59.5% | 0.005% | |
| 8/6/2025 | Cloud Capital Management LLC | 160,646 | $8.07M | 5.0% | -0.1% | 0.053% | |
| 8/5/2025 | TME Financial Inc. | 118,247 | $5.94M | 4.8% | +17.2% | 0.039% | |
| 8/5/2025 | Connable Office Inc. | 345,339 | $17.36M | 1.7% | +177.9% | 0.113% | |
| 8/5/2025 | Bank of New York Mellon Corp | 977,328 | $49.13M | 0.0% | +0.5% | 0.320% | |
| 8/5/2025 | BCGM Wealth Management LLC | 13,624 | $685K | 0.2% | N/A | 0.004% | |
| 8/5/2025 | Compton Financial Group LLC | 58,479 | $2.94M | 0.8% | -35.2% | 0.019% | |
| 8/5/2025 | Sigma Planning Corp | 51,200 | $2.57M | 0.1% | +5.2% | 0.017% | |
| 8/5/2025 | EPG Wealth Management LLC | 63,527 | $3.19M | 1.0% | -3.5% | 0.021% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 58,479 | $2.94M | 0.4% | N/A | 0.019% | |
| 8/5/2025 | Benningfield Financial Advisors LLC | 365,155 | $18.36M | 15.8% | +1.8% | 0.120% | |
| 8/5/2025 | Lifeworks Advisors LLC | 295,644 | $14.86M | 2.2% | +5.2% | 0.097% | |
| 8/5/2025 | Avant Financial Advisors LLC | 45,265 | $2.28M | 1.9% | +5.6% | 0.015% | |
| 8/4/2025 | Rede Wealth LLC | 35,673 | $1.79M | 0.6% | +5.9% | 0.012% | |
| 8/4/2025 | Roble Belko & Company Inc | 14,596 | $734K | 0.1% | -92.9% | 0.005% | |
| 8/4/2025 | Integrity Alliance LLC. | 117,787 | $5.92M | 0.3% | N/A | 0.039% | |
| 8/4/2025 | AMG National Trust Bank | 348,632 | $17.53M | 0.5% | +0.9% | 0.114% | |
| 8/4/2025 | Earned Wealth Advisors LLC | 42,137 | $2.12M | 0.4% | -9.0% | 0.014% | |
| 8/4/2025 | IFG Advisory LLC | 55,691 | $2.80M | 0.1% | +7.3% | 0.018% | |
| 8/4/2025 | Ledyard National Bank | 19,626 | $987K | 0.1% | -4.3% | 0.006% | |
| 8/4/2025 | Hutchinson Capital Management CA | 87,714 | $4.41M | 0.8% | +2.4% | 0.029% | |
| 8/4/2025 | Atria Investments Inc | 69,512 | $3.49M | 0.0% | +22.5% | 0.023% | |
| 8/4/2025 | Savvy Advisors Inc. | 12,069 | $607K | 0.0% | +166.5% | 0.004% | |
| 8/4/2025 | Assetmark Inc. | 822,502 | $41.35M | 0.1% | +3.0% | 0.270% | |
| 8/4/2025 | Spire Wealth Management | 99,886 | $5.02M | 0.2% | +7.1% | 0.033% | |
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| 8/4/2025 | Arkadios Wealth Advisors | 85,794 | $4.31M | 0.1% | +0.8% | 0.028% | |
| 8/4/2025 | World Investment Advisors | 7,021 | $353K | 0.0% | +9.1% | 0.002% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 56,177 | $2.82M | 0.1% | -0.6% | 0.018% | |
| 8/4/2025 | Golden Road Advisors LLC | 21,492 | $1.08M | 0.7% | -2.8% | 0.007% | |
| 8/1/2025 | JDH Wealth Management LLC | 15,816 | $795K | 0.6% | +17.2% | 0.005% | |
| 8/1/2025 | Strategic Financial Services Inc. | 758,511 | $38.13M | 2.1% | +1.4% | 0.249% | |
| 8/1/2025 | New York Life Investment Management LLC | 975,383 | $49.03M | 0.5% | +30.4% | 0.320% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 49,731 | $2.50M | 0.2% | -18.6% | 0.016% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 5,267 | $265K | 0.2% | +5.1% | 0.002% | |
| 8/1/2025 | GWN Securities Inc. | 8,494 | $427K | 0.1% | -84.5% | 0.003% | |
| 8/1/2025 | Advisory Alpha LLC | 85,037 | $4.28M | 0.1% | +26.9% | 0.028% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 38,608 | $1.94M | 0.2% | +5.0% | 0.013% | |
| 8/1/2025 | Brookwood Investment Group LLC | 15,825 | $796K | 0.1% | -50.6% | 0.005% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 38,254 | $1.92M | 0.7% | -5.5% | 0.013% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 11,310 | $569K | 0.0% | -71.5% | 0.004% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 131,888 | $6.63M | 4.5% | -1.6% | 0.043% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,082,483 | $205.23M | 0.1% | +79.3% | 1.338% | |
| 7/31/2025 | Wealthfront Advisers LLC | 746,544 | $37.53M | 0.1% | +4.0% | 0.245% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 28,031 | $1.41M | 0.0% | +1.9% | 0.009% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 19,155 | $963K | 0.1% | +343.8% | 0.006% | |
| 7/31/2025 | Brighton Jones LLC | 9,037 | $454K | 0.0% | -23.2% | 0.003% | |
| 7/31/2025 | Leavell Investment Management Inc. | 7,495 | $377K | 0.0% | +4.5% | 0.002% | |
| 7/31/2025 | TSA Wealth Managment LLC | 51,432 | $2.59M | 0.9% | N/A | 0.017% | |
| 7/31/2025 | BIP Wealth LLC | 11,684 | $587K | 0.0% | -15.1% | 0.004% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 3,115,238 | $156.60M | 2.1% | -2.9% | 1.021% | |
| 7/31/2025 | Allied Investment Advisors LLC | 4,014 | $202K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 38,335 | $1.93M | 0.7% | +2.1% | 0.013% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 28,772 | $1.45M | 0.2% | +3.2% | 0.009% | |
| 7/31/2025 | Trademark Financial Management LLC | 5,111 | $257K | 0.2% | N/A | 0.002% | |
| 7/31/2025 | Manuka Financial LLC | 81,555 | $4.10M | 2.2% | +14.3% | 0.027% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 4,471 | $225K | 0.0% | -10.8% | 0.001% | |
| 7/31/2025 | Sharper & Granite LLC | 52,543 | $2.62M | 1.0% | -3.3% | 0.017% | |
| 7/31/2025 | Carnegie Investment Counsel | 263,217 | $13.23M | 0.3% | +3.3% | 0.086% | |
| 7/31/2025 | Money Design Co. Ltd. | 331,306 | $16.66M | 0.8% | -11.7% | 0.109% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 12,620 | $634K | 0.3% | +9.3% | 0.004% | |
| 7/31/2025 | Avion Wealth | 16,634 | $836K | 0.2% | +16.7% | 0.005% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 43,575 | $2.19M | 1.1% | +3.3% | 0.014% | |
| 7/30/2025 | KPP Advisory Services LLC | 27,310 | $1.37M | 0.2% | N/A | 0.009% | |
| 7/30/2025 | Bleakley Financial Group LLC | 800,144 | $40.22M | 1.0% | +2.1% | 0.262% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 557,845 | $28.04M | 20.2% | +73.8% | 0.183% | |
| 7/30/2025 | Capital Investment Services of America Inc. | 10,673 | $537K | 0.0% | +10.3% | 0.003% | |
| 7/30/2025 | Freedom Investment Management Inc. | 4,441 | $223K | 0.0% | -8.8% | 0.001% | |
| 7/30/2025 | Forum Financial Management LP | 27,780 | $1.40M | 0.0% | +25.4% | 0.009% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 115,740 | $5.82M | 0.9% | +2.6% | 0.038% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 190,439 | $9.57M | 0.6% | +73.5% | 0.062% | |
| 7/30/2025 | Black Diamond Financial LLC | 14,915 | $750K | 0.1% | -3.6% | 0.005% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 35,430 | $1.78M | 0.1% | -2.9% | 0.012% | |
| 7/30/2025 | Brookstone Capital Management | 11,362 | $571K | 0.0% | -1.7% | 0.004% | |
| 7/30/2025 | Phillips Financial Management LLC | 101,983 | $5.13M | 0.4% | -2.7% | 0.033% | |
| 7/30/2025 | Studio Investment Management LLC | 1,562,640 | $78.55M | 15.8% | +5.4% | 0.512% | |
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| 7/30/2025 | D.A. Davidson & CO. | 47,702 | $2.40M | 0.0% | +3.9% | 0.016% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 783 | $39K | 0.0% | +77.6% | 0.000% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 276,304 | $13.77M | 1.6% | +2.2% | 0.091% | |
| 7/30/2025 | Clune & Associates LTD. | 22,340 | $1.12M | 0.3% | -3.6% | 0.007% | |
| 7/30/2025 | Klingman & Associates LLC | 1,618,829 | $81.38M | 4.5% | +14.9% | 0.531% | |
| 7/30/2025 | Fairway Wealth LLC | 1,077,562 | $54.17M | 12.7% | +1.2% | 0.353% | |
| 7/30/2025 | Fiduciary Planning LLC | 501,973 | $25.23M | 8.3% | -11.1% | 0.165% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 49,913 | $2.51M | 0.3% | -1.6% | 0.016% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 429,236 | $21.57M | 1.7% | +2.8% | 0.141% | |
| 7/29/2025 | Alaska Wealth Advisors | 236,184 | $11.87M | 1.7% | -2.7% | 0.077% | |
