| 5/2/2025 | Carson Advisory Inc. | 7,304 | $426K | 0.3% | +17.2% | 0.000% | |
| 5/2/2025 | Sachetta LLC | 59,204 | $3.46M | 1.4% | +4.0% | 0.004% | |
| 5/2/2025 | Armor Investment Advisors LLC | 224,161 | $13.08M | 5.4% | +1.3% | 0.015% | |
| 5/2/2025 | Burling Wealth Partners LLC | 7,962 | $465K | 0.1% | +38.8% | 0.001% | |
| 5/2/2025 | Retirement Planning Co of New England Inc. | 6,720 | $392K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Forte Capital LLC ADV | 5,520 | $322K | 0.0% | +3.6% | 0.000% | |
| 5/2/2025 | Forum Financial Management LP | 4,818 | $281K | 0.0% | -14.1% | 0.000% | |
| 5/2/2025 | Fortis Group Advisors LLC | 23,322 | $1.36M | 0.3% | -3.8% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 136,340 | $7.96M | 0.1% | -6.0% | 0.009% | |
| 5/2/2025 | Montis Financial LLC | 131,422 | $7.67M | 2.3% | +0.6% | 0.009% | |
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| 5/2/2025 | Members Trust Co | 2,278,986 | $132.98M | 4.6% | +0.2% | 0.150% | |
| 5/2/2025 | MTC Wealth Management LLC | 181,853 | $10.61M | 5.2% | +4.9% | 0.012% | |
| 5/2/2025 | Bailard Inc. | 434,628 | $25.36M | 0.7% | +5.4% | 0.029% | |
| 5/2/2025 | Archvest Wealth Advisors Inc. | 11,322 | $661K | 0.5% | -5.7% | 0.001% | |
| 5/2/2025 | Graypoint LLC | 680,868 | $39.73M | 2.5% | +6.5% | 0.045% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 870,956 | $50.82M | 4.4% | N/A | 0.057% | |
| 5/2/2025 | Ascent Wealth Partners LLC | 32,319 | $1.89M | 0.3% | +4.7% | 0.002% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 35,432 | $2.07M | 0.2% | -6.9% | 0.002% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 180,236 | $10.52M | 1.6% | +0.9% | 0.012% | |
| 5/2/2025 | HTG Investment Advisors Inc. | 65,373 | $3.81M | 1.6% | -1.8% | 0.004% | |
| 5/2/2025 | Napatree Capital LLC | 28,895 | $1.69M | 0.9% | +8.0% | 0.002% | |
| 5/2/2025 | Windsor Capital Management LLC | 231,210 | $13.49M | 4.1% | +3.3% | 0.015% | |
| 5/2/2025 | SWP Financial LLC | 44,415 | $2.59M | 1.6% | -1.3% | 0.003% | |
| 5/2/2025 | Allen Capital Group LLC | 19,768 | $1.15M | 0.1% | +1.5% | 0.001% | |
| 5/2/2025 | Stevens Capital Partners | 7,698 | $449K | 0.2% | -15.9% | 0.001% | |
| 5/2/2025 | FWG Holdings LLC | 8,071 | $461K | 0.2% | -7.9% | 0.001% | |
| 5/2/2025 | Mechanics Financial Corp | 238,210 | $13.90M | 6.3% | +1.4% | 0.016% | |
| 5/2/2025 | Welch & Forbes LLC | 65,254 | $3.81M | 0.0% | -3.0% | 0.004% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 109,394 | $6.38M | 1.5% | +1.6% | 0.007% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 134,003 | $7.82M | 0.1% | +0.5% | 0.009% | |
| 5/2/2025 | Guardian Wealth Advisors LLC | 222,703 | $13.00M | 8.3% | +9.8% | 0.015% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 89,090 | $5.20M | 0.1% | N/A | 0.006% | |
| 5/2/2025 | BIP Wealth LLC | 6,972 | $407K | 0.0% | -10.6% | 0.000% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 55,743 | $3.25M | 0.2% | -13.7% | 0.004% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 3,958 | $226K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Midwest Professional Planners LTD. | 80,783 | $4.71M | 1.5% | -8.3% | 0.005% | |
| 5/2/2025 | Tectonic Advisors LLC | 138,346 | $8.07M | 0.5% | +4.0% | 0.009% | |
| 5/2/2025 | Larson Financial Group LLC | 10,488 | $612K | 0.0% | +32.8% | 0.001% | |
| 5/2/2025 | First Business Financial Services Inc. | 793,501 | $46.30M | 4.6% | +5.1% | 0.052% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 4,633 | $270K | 0.0% | +22.8% | 0.000% | |
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| 5/2/2025 | Landmark Wealth Management LLC | 91,281 | $5.33M | 2.3% | +39.1% | 0.006% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 989,127 | $57.71M | 1.5% | -0.1% | 0.065% | |
| 5/2/2025 | Whittier Trust Co. | 1,738,884 | $101.45M | 1.4% | +1.7% | 0.114% | |
| 5/2/2025 | Future You Wealth LLC | 11,471 | $669K | 0.4% | N/A | 0.001% | |
| 5/2/2025 | First Command Advisory Services Inc. | 15,161,869 | $932.38M | 8.9% | +39.7% | 0.997% | |
| 5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 68,873 | $4.02M | 4.6% | +0.4% | 0.005% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 56,957 | $3.32M | 0.9% | +7.4% | 0.004% | |
| 5/2/2025 | Graybill Wealth Management LTD. | 11,235 | $656K | 0.2% | N/A | 0.001% | |
| 5/2/2025 | United Community Bank | 67,217 | $3.92M | 1.5% | -1.9% | 0.004% | |
| 5/2/2025 | Leo Wealth LLC | 30,391 | $1.77M | 0.3% | -9.8% | 0.002% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 13,037 | $761K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Strata Wealth Advisors LLC | 20,820 | $1.22M | 0.4% | +33.3% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 90,230 | $5.27M | 0.1% | -0.2% | 0.006% | |
| 5/2/2025 | LJI Wealth Management LLC | 4,302 | $251K | 0.0% | -15.0% | 0.000% | |
| 5/2/2025 | Apollon Financial LLC | 112,280 | $6.55M | 1.5% | +129.7% | 0.007% | |
| 5/2/2025 | Apollon Wealth Management LLC | 689,065 | $40.21M | 0.9% | +22.6% | 0.045% | |
| 5/2/2025 | Arcadia Investment Advisors LLC | 34,289 | $2.00M | 1.1% | -1.1% | 0.002% | |
| 5/2/2025 | Hohimer Wealth Management LLC | 8,013 | $468K | 0.1% | +9.0% | 0.001% | |
| 5/2/2025 | Sigma Planning Corp | 359,567 | $20.98M | 0.7% | -5.1% | 0.024% | |
| 5/2/2025 | Transcendent Capital Group LLC | 104,575 | $6.10M | 3.4% | +0.9% | 0.007% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 426,653 | $24.90M | 4.6% | +3.9% | 0.028% | |
| 5/2/2025 | Signaturefd LLC | 12,948 | $756K | 0.0% | -21.5% | 0.001% | |
| 5/2/2025 | Edgestream Partners L.P. | 5,739 | $335K | 0.0% | +76.6% | 0.000% | |
| 5/2/2025 | Fortress Financial Solutions LLC | 64,296 | $3.75M | 5.4% | -0.5% | 0.004% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 5,725 | $334K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Turtle Creek Wealth Advisors LLC | 264,587 | $15.44M | 2.3% | +16.3% | 0.017% | |
| 5/1/2025 | Parker Investment Management LLC | 4,998 | $292K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Bleakley Financial Group LLC | 63,767 | $3.72M | 0.1% | +14.4% | 0.004% | |
| 5/1/2025 | Securian Asset Management Inc. | 71,810 | $4.19M | 0.1% | -11.8% | 0.005% | |
| 5/1/2025 | Key Financial Inc | 10,723 | $626K | 0.1% | -4.3% | 0.001% | |
| 5/1/2025 | Pointe Capital Management LLC | 17,890 | $1.04M | 0.6% | -2.7% | 0.001% | |
| 5/1/2025 | Zullo Investment Group Inc. | 9,221 | $538K | 0.2% | -5.1% | 0.001% | |
| 5/1/2025 | LRI Investments LLC | 944 | $55K | 0.0% | +46.4% | 0.000% | |
| 5/1/2025 | Oldfather Financial Services LLC | 34,078 | $1.99M | 0.8% | +7.1% | 0.002% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 42,878 | $2.50M | 2.2% | -69.4% | 0.003% | |
| 5/1/2025 | Asset Dedication LLC | 6,359 | $371K | 0.0% | +8.9% | 0.000% | |
| 5/1/2025 | Cahaba Wealth Management Inc. | 1,897,636 | $110.73M | 9.2% | +2.6% | 0.125% | |
| 5/1/2025 | ADG Wealth Management Group LLC | 111,330 | $6.50M | 6.3% | -3.5% | 0.007% | |
| 5/1/2025 | Woodside Wealth Management LLC | 2,125 | $124K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | CWM LLC | 1,007,714 | $58.80M | 0.2% | +5.4% | 0.066% | |
| 5/1/2025 | Hughes Financial Services LLC | 2,157 | $127K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 208,149 | $12.15M | 0.4% | -4.6% | 0.014% | |
| 5/1/2025 | Alaska Permanent Capital Management LLC | 2,238,001 | $130.54M | 11.0% | -2.9% | 0.147% | |
| 5/1/2025 | Alaska Wealth Advisors | 1,048,052 | $61.15M | 9.6% | +8.6% | 0.069% | |
| 5/1/2025 | TruNorth Capital Management LLC | 1,764 | $103K | 0.0% | +25.1% | 0.000% | |
| 5/1/2025 | High Note Wealth LLC | 16,480 | $962K | 0.2% | -1.8% | 0.001% | |
| 5/1/2025 | Security Benefit Life Insurance Co. KS | 5,500 | $321K | 0.1% | -54.2% | 0.000% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 662,361 | $38.65M | 2.8% | +6.0% | 0.044% | |
| 5/1/2025 | Stephens Inc. AR | 57,873 | $3.38M | 0.0% | -7.8% | 0.004% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 3,448 | $201K | 0.0% | +6.4% | 0.000% | |
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| 5/1/2025 | Sentinel Trust Co. LBA | 33,600 | $1.96M | 0.2% | -42.7% | 0.002% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 3,523 | $206K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | BankPlus Trust Department | 1,532 | $89K | 0.0% | +233.8% | 0.000% | |
| 5/1/2025 | Nikulski Financial Inc. | 39,455 | $2.30M | 0.7% | -2.7% | 0.003% | |
| 5/1/2025 | Northwest Capital Management Inc | 11,743 | $685K | 0.3% | +57.7% | 0.001% | |
| 5/1/2025 | Kathmere Capital Management LLC | 32,602 | $1.90M | 0.2% | +70.5% | 0.002% | |
| 5/1/2025 | Ballentine Partners LLC | 1,133,905 | $66.16M | 1.1% | -0.9% | 0.075% | |
| 5/1/2025 | Family Firm Inc. | 26,500 | $1.55M | 0.3% | -2.6% | 0.002% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 8,354 | $487K | 0.1% | +2.4% | 0.001% | |
| 5/1/2025 | Auour Investments LLC | 5,215 | $297K | 0.1% | +4.4% | 0.000% | |
