| 8/1/2025 | Austin Private Wealth LLC | 3,254 | $269K | 0.0% | +4.9% | 0.007% | |
| 8/1/2025 | James Investment Research Inc. | 9,417 | $778K | 0.1% | +138.4% | 0.020% | |
| 8/1/2025 | New York Life Investment Management LLC | 605,123 | $50.02M | 0.5% | -8.1% | 1.279% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 309 | $26K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Howard Capital Management Inc. | 2,323,907 | $192.09M | 2.3% | -2.2% | 4.913% | |
| 8/1/2025 | Advisory Alpha LLC | 21,313 | $1.76M | 0.1% | -6.5% | 0.045% | |
| 8/1/2025 | Rossby Financial LCC | 838 | $69K | 0.0% | +7,518.2% | 0.002% | |
| 8/1/2025 | Wealth Watch Advisors INC | 222,502 | $18.39M | 10.7% | -1.1% | 0.470% | |
| 8/1/2025 | Bessemer Group Inc. | 1,131,346 | $93.52M | 0.2% | -0.6% | 2.392% | |
| 8/1/2025 | First Command Advisory Services Inc. | 351 | $29K | 0.0% | N/A | 0.001% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 2,405,004 | $198.80M | 0.1% | -0.8% | 5.085% | |
| 7/31/2025 | Waldron Private Wealth LLC | 200,274 | $16.56M | 0.7% | -0.6% | 0.423% | |
| 7/31/2025 | Burke & Herbert Bank & Trust Co. | 3,255 | $269K | 0.1% | -4.0% | 0.007% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 4,025 | $333K | 0.0% | -6.2% | 0.009% | |
| 7/31/2025 | Hobart Private Capital LLC | 6,562 | $542K | 0.1% | -24.9% | 0.014% | |
| 7/31/2025 | Guardian Asset Advisors LLC | 10,173 | $841K | 0.5% | +98.4% | 0.022% | |
| 7/31/2025 | CAP Partners LLC | 6,255 | $517K | 0.3% | -8.6% | 0.013% | |
| 7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 18,743 | $1.55M | 0.1% | -2.3% | 0.040% | |
| 7/30/2025 | Patten Group Inc. | 12,582 | $1.04M | 0.2% | -4.8% | 0.027% | |
| 7/30/2025 | Brookstone Capital Management | 15,324 | $1.27M | 0.0% | -17.1% | 0.032% | |
| 7/30/2025 | Phillips Financial Management LLC | 1,493 | $123K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Triton Financial Group Inc | 3,145 | $260K | 0.2% | N/A | 0.007% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 4,949 | $409K | 0.0% | +3.3% | 0.010% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 37,652 | $3.11M | 1.2% | N/A | 0.080% | |
| 7/29/2025 | Stephens Inc. AR | 8,359 | $691K | 0.0% | -91.3% | 0.018% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 2,873 | $237K | 0.1% | -18.0% | 0.006% | |
| 7/29/2025 | Disciplined Investments LLC | 23,922 | $1.98M | 0.8% | -2.1% | 0.051% | |
| 7/29/2025 | International Assets Investment Management LLC | 4,521 | $374K | 0.0% | +27.6% | 0.010% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 5,479 | $453K | 0.0% | -3.1% | 0.012% | |
| 7/29/2025 | Private Trust Co. NA | 3,339 | $276K | 0.0% | -41.2% | 0.007% | |
| 7/29/2025 | Portland Financial Advisors Inc | 8,929 | $738K | 1.8% | -1.9% | 0.019% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 9,456 | $782K | 0.1% | -20.4% | 0.020% | |
| 7/28/2025 | Allianz Asset Management GmbH | 212,700 | $17.58M | 0.0% | -63.3% | 0.450% | |
| 7/28/2025 | Harbour Investments Inc. | 1,381 | $114K | 0.0% | -17.5% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 39,449 | $3.26M | 0.1% | -66.9% | 0.083% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 27,809 | $2.30M | 0.0% | -69.8% | 0.059% | |
| 7/25/2025 | MGO One Seven LLC | 19,003 | $1.57M | 0.1% | +1.8% | 0.040% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,529 | $124K | 0.1% | +11.0% | 0.003% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 4,566 | $377K | 0.1% | N/A | 0.010% | |
| 7/25/2025 | M3 Advisory Group LLC | 10,267 | $849K | 0.6% | +1.7% | 0.022% | |
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| 7/25/2025 | CWM LLC | 9,373 | $775K | 0.0% | -11.7% | 0.020% | |
| 7/24/2025 | Wealth Management Resources Inc. | 7,235 | $598K | 0.2% | -6.9% | 0.015% | |
| 7/24/2025 | IFP Advisors Inc | 34,320 | $2.84M | 0.1% | +15.3% | 0.073% | |
| 7/24/2025 | Blair William & Co. IL | 24,276 | $2.01M | 0.0% | -27.1% | 0.051% | |
| 7/24/2025 | US Bancorp DE | 10,570 | $874K | 0.0% | +19.9% | 0.022% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 7,505 | $620K | 0.0% | -10.5% | 0.016% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 16,204 | $1.34M | 0.1% | -13.7% | 0.034% | |
| 7/23/2025 | Ignite Planners LLC | 18,354 | $1.56M | 0.2% | +1.9% | 0.039% | |
| 7/23/2025 | H&H Retirement Design & Management INC | 410,452 | $34.87M | 19.1% | +7.3% | 0.868% | |
| 7/23/2025 | Detalus Advisors LLC | 4,299 | $355K | 0.1% | -32.1% | 0.009% | |
| 7/23/2025 | Proffitt & Goodson Inc. | 430 | $36K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 12,433 | $1.03M | 0.1% | -58.2% | 0.026% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 4,126 | $341K | 0.0% | -4.6% | 0.009% | |
| 7/22/2025 | Simplicity Wealth LLC | 72,844 | $6.02M | 0.3% | +118.0% | 0.154% | |
| 7/22/2025 | Kraematon Investment Advisors Inc. | 13,878 | $1.15M | 1.1% | -2.3% | 0.029% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 11,281 | $932K | 0.3% | -8.6% | 0.024% | |
| 7/22/2025 | Apexium Financial LP | 12,429 | $1.03M | 0.1% | -1.7% | 0.026% | |
| 7/21/2025 | NTV Asset Management LLC | 107,753 | $8.91M | 1.1% | -1.6% | 0.228% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 46,415 | $3.84M | 0.0% | -18.6% | 0.098% | |
| 7/21/2025 | TFG Advisers LLC | 38,240 | $3.16M | 1.1% | -3.0% | 0.081% | |
| 7/18/2025 | Truist Financial Corp | 239,479 | $19.80M | 0.0% | +3.6% | 0.506% | |
| 7/17/2025 | XML Financial LLC | 192,673 | $15.93M | 1.4% | -8.0% | 0.409% | |
| 7/17/2025 | HB Wealth Management LLC | 7,135 | $590K | 0.0% | -29.0% | 0.015% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 156,413 | $12.93M | 0.0% | +0.6% | 0.332% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 3,932 | $325K | 0.0% | -3.9% | 0.008% | |
| 7/17/2025 | Global Trust Asset Management LLC | 4,273 | $353K | 0.2% | -5.0% | 0.009% | |
| 7/16/2025 | Old Port Advisors | 4,713 | $390K | 0.1% | -8.0% | 0.010% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 2,143 | $177K | 0.0% | +73.7% | 0.005% | |
| 7/16/2025 | Dakota Wealth Management | 5,273 | $436K | 0.0% | -17.5% | 0.011% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 22,368 | $1.85M | 0.2% | -1.2% | 0.047% | |
| 7/15/2025 | Oxinas Partners Wealth Management LLC | 26,184 | $2.16M | 1.1% | +664.3% | 0.056% | |
| 7/15/2025 | McAdam LLC | 110,856 | $9.16M | 0.5% | +3.6% | 0.235% | |
| 7/15/2025 | Retireful LLC | 19,130 | $1.58M | 1.1% | +6.0% | 0.041% | |
| 7/15/2025 | Legacy Financial Group LLC | 9,779 | $808K | 0.1% | -13.1% | 0.021% | |
| 7/15/2025 | Focused Wealth Management Inc | 3,729 | $308K | 0.0% | +6.2% | 0.008% | |
| 7/15/2025 | Farrell Financial LLC | 13,252 | $1.10M | 0.7% | +1.2% | 0.028% | |
| 7/14/2025 | Flagstar Advisors Inc. | 22,228 | $1.84M | 0.5% | -5.4% | 0.047% | |
| 7/14/2025 | Sowell Financial Services LLC | 27,510 | $2.27M | 0.1% | +4.0% | 0.058% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 5,182 | $428K | 0.0% | +45.3% | 0.011% | |
| 7/11/2025 | Windsor Capital Management LLC | 93,904 | $7.76M | 2.3% | -2.8% | 0.199% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 18,747 | $1.54M | 0.4% | +11.7% | 0.040% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 7,936 | $656K | 0.1% | -9.7% | 0.017% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 19,212 | $1.59M | 0.2% | -2.8% | 0.041% | |
| 7/10/2025 | Worth Asset Management LLC | 3,542 | $293K | 0.1% | N/A | 0.008% | |
| 7/10/2025 | HF Advisory Group LLC | 30,412 | $2.51M | 1.0% | +12.2% | 0.065% | |
| 7/10/2025 | Baker Tilly Wealth Management LLC | 2,877 | $238K | 0.1% | -11.0% | 0.006% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 23,271 | $1.92M | 0.0% | N/A | 0.049% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 4,222 | $349K | 0.2% | -6.3% | 0.009% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 205,107 | $17.04M | 0.0% | +43.1% | 0.435% | |
| 7/10/2025 | SK Wealth Management LLC | 10,393 | $867K | 0.4% | -10.2% | 0.022% | |
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| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 604 | $50K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Focus Financial Network Inc. | 33,973 | $2.81M | 0.1% | +2.5% | 0.072% | |
| 7/9/2025 | Towerpoint Wealth LLC | 9,956 | $823K | 0.4% | -15.1% | 0.021% | |
| 7/9/2025 | David J Yvars Group | 54,322 | $4.49M | 2.6% | -3.6% | 0.115% | |
| 7/9/2025 | Baron Financial Group LLC | 73,673 | $6.09M | 3.6% | -1.5% | 0.156% | |
| 7/9/2025 | Lifestyle Asset Management Inc. | 114,878 | $9.50M | 4.4% | +11.3% | 0.244% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 2,480 | $205K | 0.1% | N/A | 0.005% | |
| 7/8/2025 | First National Corp MA ADV | 30,183 | $2.50M | 0.5% | +0.7% | 0.064% | |
| 7/8/2025 | Webster Bank N. A. | 8,045 | $665K | 0.1% | -19.9% | 0.017% | |
| 7/7/2025 | HMS Capital Management LLC | 58,258 | $4.82M | 2.2% | +60.2% | 0.124% | |
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