| 8/8/2025 | Tortoise Investment Management LLC | 108,363 | $3.85M | 0.4% | +5.1% | 0.044% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 129,281 | $4.60M | 0.1% | +0.5% | 0.053% | |
| 8/8/2025 | Cetera Investment Advisers | 8,501 | $302K | 0.0% | N/A | 0.003% | |
| 8/8/2025 | Creative Planning | 72,077 | $2.56M | 0.0% | -19.3% | 0.029% | |
| 8/8/2025 | Altiora Financial Group LLC | 165,296 | $5.88M | 1.1% | -4.6% | 0.068% | |
| 8/8/2025 | Security Financial Services INC. | 203,838 | $7.25M | 1.3% | +2.7% | 0.083% | |
| 8/8/2025 | L & S Advisors Inc | 106,992 | $3.81M | 0.4% | +11.0% | 0.044% | |
| 8/8/2025 | Good Life Advisors LLC | 67,741 | $2.41M | 0.2% | +2.4% | 0.028% | |
| 8/8/2025 | Bouchey Financial Group Ltd | 2,101,350 | $74.72M | 6.2% | +1.0% | 0.858% | |
| 8/7/2025 | Nwam LLC | 35,982 | $1.28M | 0.1% | +3.1% | 0.015% | |
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| 8/7/2025 | Timonier Family Office LTD. | 909,134 | $32.33M | 12.1% | +12.9% | 0.371% | |
| 8/7/2025 | Samalin Investment Counsel LLC | 28,580 | $1.02M | 0.4% | +4.2% | 0.012% | |
| 8/7/2025 | Retirement Solution LLC | 1,289,696 | $45.86M | 11.7% | +0.8% | 0.527% | |
| 8/7/2025 | Allworth Financial LP | 1,030,342 | $36.64M | 0.2% | +21.6% | 0.421% | |
| 8/7/2025 | Altman Advisors Inc. | 21,289 | $762K | 0.3% | N/A | 0.009% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 66,294 | $2.41M | 0.2% | -1.9% | 0.027% | |
| 8/7/2025 | PFG Advisors | 89,073 | $3.17M | 0.1% | +6.9% | 0.036% | |
| 8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 395,316 | $14.06M | 1.2% | +8.4% | 0.161% | |
| 8/7/2025 | Efficient Advisors LLC | 1,265,028 | $44.98M | 2.7% | +9.2% | 0.517% | |
| 8/7/2025 | WESCAP Management Group Inc. | 213,025 | $7.58M | 1.7% | -16.4% | 0.087% | |
| 8/6/2025 | True Wealth Design LLC | 703,846 | $25.03M | 8.8% | -7.8% | 0.288% | |
| 8/6/2025 | AE Wealth Management LLC | 756,608 | $26.91M | 0.2% | +14.6% | 0.309% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 2,223,094 | $79.05M | 1.1% | +112.1% | 0.908% | |
| 8/6/2025 | Savant Capital LLC | 119,919 | $4.26M | 0.0% | -6.8% | 0.049% | |
| 8/6/2025 | Summit Wealth Group LLC | 76,233 | $2.71M | 0.7% | +2.6% | 0.031% | |
| 8/6/2025 | Able Wealth Management LLC | 6,054 | $215K | 0.1% | N/A | 0.002% | |
| 8/6/2025 | Robinson Smith Wealth Advisors LLC | 89,798 | $3.19M | 2.6% | +17.3% | 0.037% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 765,808 | $27.85M | 2.1% | +7.1% | 0.313% | |
| 8/5/2025 | Bank of Montreal Can | 2,379,974 | $84.63M | 0.0% | +6.9% | 0.972% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 15,564 | $557K | 0.3% | -23.3% | 0.006% | |
| 8/5/2025 | Everest Management Corp. | 23,566 | $838K | 0.6% | +2.4% | 0.010% | |
| 8/4/2025 | Syverson Strege & Co | 507,895 | $18.06M | 4.3% | +3.1% | 0.207% | |
| 8/4/2025 | Integrity Alliance LLC. | 540,013 | $19.20M | 1.0% | +2.0% | 0.221% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,259 | $400K | 0.1% | -4.3% | 0.005% | |
| 8/4/2025 | Earned Wealth Advisors LLC | 11,327 | $403K | 0.1% | -19.4% | 0.005% | |
| 8/4/2025 | ArborFi Advisors LLC | 179,222 | $6.37M | 5.6% | +8.2% | 0.073% | |
| 8/4/2025 | Pinnacle Associates Ltd. | 395,316 | $14.06M | 0.2% | +8.4% | 0.161% | |
| 8/4/2025 | REDW Wealth LLC | 267,625 | $9.52M | 3.8% | -4.1% | 0.109% | |
| 8/4/2025 | Hutchinson Capital Management CA | 426,889 | $15.18M | 2.8% | +2.0% | 0.174% | |
| 8/4/2025 | Savvy Advisors Inc. | 5,916 | $210K | 0.0% | N/A | 0.002% | |
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| 8/4/2025 | Arkadios Wealth Advisors | 220,814 | $7.85M | 0.2% | +2.6% | 0.090% | |
| 8/4/2025 | Waterfront Wealth Inc. | 135,013 | $4.80M | 1.1% | +3.0% | 0.055% | |
| 8/4/2025 | Arcadia Wealth Management Inc. | 76,503 | $2.72M | 1.9% | +12.0% | 0.031% | |
| 8/1/2025 | Austin Private Wealth LLC | 79,025 | $2.81M | 0.2% | +32.5% | 0.032% | |
| 8/1/2025 | Zhang Financial LLC | 8,937 | $318K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Heritage Wealth Management Inc. Texas | 300,050 | $10.66M | 5.3% | -4.7% | 0.123% | |
| 8/1/2025 | Liberty Wealth Management LLC | 729,659 | $25.95M | 4.1% | -6.4% | 0.298% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 98,710 | $3.51M | 0.3% | +8.8% | 0.040% | |
| 8/1/2025 | First Command Advisory Services Inc. | 3,000 | $107K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 36,539,311 | $1.30B | 0.4% | +4.3% | 14.926% | |
| 7/31/2025 | Brighton Jones LLC | 35,565 | $1.27M | 0.0% | -3.2% | 0.015% | |
| 7/31/2025 | CVA Family Office LLC | 180,266 | $6.41M | 0.9% | +2.9% | 0.074% | |
| 7/31/2025 | BIP Wealth LLC | 17,607 | $626K | 0.0% | N/A | 0.007% | |
| 7/31/2025 | City State Bank | 46,659 | $1.66M | 0.5% | +17.5% | 0.019% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 2,269,910 | $80.72M | 1.1% | +9.4% | 0.927% | |
| 7/31/2025 | Curio Wealth LLC | 21,422 | $762K | 0.3% | +82,292.3% | 0.009% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 67,540 | $2.40M | 0.9% | +20.6% | 0.028% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 1,058,220 | $37.63M | 0.8% | -6.6% | 0.432% | |
| 7/31/2025 | Opus Capital Group LLC | 524,104 | $18.64M | 2.2% | -1.1% | 0.214% | |
| 7/31/2025 | AlTi Global Inc. | 1,594,051 | $57.18M | 1.4% | +38.2% | 0.651% | |
| 7/31/2025 | Warburton Capital Management LLC | 133,926 | $4.87M | 2.9% | +66.4% | 0.055% | |
| 7/31/2025 | Planning Center Inc. | 1,710,723 | $60.83M | 6.7% | +3.2% | 0.699% | |
| 7/30/2025 | EnRich Financial Partners LLC | 15,866 | $564K | 0.2% | -10.7% | 0.006% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 285,414 | $10.15M | 7.3% | +14.1% | 0.117% | |
| 7/30/2025 | Freedom Investment Management Inc. | 1,587,713 | $56.46M | 4.5% | +17.1% | 0.649% | |
| 7/30/2025 | Forum Financial Management LP | 7,169,400 | $254.94M | 3.9% | +3.3% | 2.929% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 39,668 | $1.41M | 0.1% | +3.4% | 0.016% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 718,959 | $25.57M | 0.9% | +7.5% | 0.294% | |
| 7/30/2025 | Brookstone Capital Management | 20,943 | $745K | 0.0% | N/A | 0.009% | |
| 7/30/2025 | Phillips Financial Management LLC | 1,079,305 | $38.38M | 2.8% | +9.5% | 0.441% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 102,931 | $3.70M | 0.4% | +4.2% | 0.042% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 452,595 | $16.09M | 7.4% | +41.1% | 0.185% | |
| 7/29/2025 | Grunden Financial Advisory Inc. | 925,098 | $32.90M | 14.5% | +12.4% | 0.378% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,208,922 | $42.99M | 0.9% | -11.0% | 0.494% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 1,038,957 | $37.98M | 1.1% | +3.3% | 0.424% | |
| 7/29/2025 | Disciplined Investments LLC | 140,386 | $4.99M | 2.1% | +41.4% | 0.057% | |
| 7/29/2025 | Millburn Ridgefield LLC DE | 1,058,220 | $37.63M | 0.9% | -6.6% | 0.432% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 1,060,663 | $37.72M | 6.3% | +2.7% | 0.433% | |
| 7/29/2025 | Schubert & Co | 90,548 | $3.22M | 2.3% | +27.1% | 0.037% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 46,389 | $1.65M | 0.0% | +14.6% | 0.019% | |
| 7/29/2025 | Aspiriant LLC | 17,299 | $615K | 0.0% | -4.5% | 0.007% | |
| 7/29/2025 | Lutz Financial Services LLC | 487,693 | $17.34M | 1.3% | -2.2% | 0.199% | |
| 7/29/2025 | Two West Capital Advisors LLC | 85,433 | $3.12M | 2.0% | +0.6% | 0.035% | |
| 7/29/2025 | Master S Wealth Management Inc. | 507,262 | $18.04M | 8.4% | +5.2% | 0.207% | |
| 7/28/2025 | Wealthspan Partners LLC | 24,172 | $860K | 0.4% | +3.5% | 0.010% | |
| 7/28/2025 | RCS Financial Planning LLC | 260,477 | $9.26M | 4.6% | +1.2% | 0.106% | |
| 7/28/2025 | Strategent Financial LLC | 72,954 | $2.59M | 2.0% | +28.5% | 0.030% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 7,591 | $270K | 0.1% | -9.7% | 0.003% | |
| 7/28/2025 | Harbour Investments Inc. | 22,771 | $810K | 0.0% | +7.5% | 0.009% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 536,724 | $19.09M | 3.1% | +11.2% | 0.219% | |
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| 7/28/2025 | RFG Advisory LLC | 332,592 | $11.83M | 0.3% | -0.8% | 0.136% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 29,596 | $1.07M | 0.0% | +7.5% | 0.012% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 917,089 | $32.61M | 0.1% | -10.7% | 0.375% | |
| 7/25/2025 | MGO One Seven LLC | 16,747 | $596K | 0.0% | -7.5% | 0.007% | |
| 7/25/2025 | Index Fund Advisors Inc. | 50,713 | $1.80M | 0.1% | +9.4% | 0.021% | |
| 7/25/2025 | G2 Capital Management LLC OH | 495,200 | $17.61M | 4.9% | +304.7% | 0.202% | |
| 7/25/2025 | LRI Investments LLC | 11,342 | $403K | 0.0% | +15.7% | 0.005% | |
| 7/25/2025 | CWM LLC | 39,685 | $1.41M | 0.0% | -8.4% | 0.016% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 7,186 | $256K | 0.1% | N/A | 0.003% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 44,154 | $1.57M | 1.1% | -65.2% | 0.018% | |
