| 8/1/2025 | Bank of Jackson Hole Trust | 3,390 | $308K | 0.2% | +48.0% | 0.004% | |
| 8/1/2025 | Centerpoint Advisors LLC | 63,945 | $5.82M | 2.0% | -3.8% | 0.066% | |
| 8/1/2025 | Liberty Wealth Management LLC | 2,289 | $208K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 6,963 | $633K | 0.0% | +6.0% | 0.007% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 2,303 | $209K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | First Command Advisory Services Inc. | 439 | $40K | 0.0% | -31.2% | 0.000% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 92,088 | $8.38M | 0.3% | +2.4% | 0.095% | |
| 8/1/2025 | Delta Investment Management LLC | 3,637 | $331K | 0.1% | -23.0% | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,757,549 | $159.90M | 0.0% | +2.3% | 1.820% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 10,450 | $951K | 0.1% | +92.4% | 0.011% | |
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| 7/31/2025 | Brighton Jones LLC | 7,469 | $680K | 0.0% | +1.6% | 0.008% | |
| 7/31/2025 | BIP Wealth LLC | 2,467 | $224K | 0.0% | N/A | 0.003% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 22,318 | $2.03M | 0.8% | -2.2% | 0.023% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 725 | $66K | 0.0% | -57.9% | 0.001% | |
| 7/31/2025 | Moment Partners LLC | 375,036 | $34.12M | 6.4% | -2.6% | 0.388% | |
| 7/31/2025 | AlTi Global Inc. | 154,481 | $14.06M | 0.4% | -40.0% | 0.160% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 600 | $55K | 0.0% | -28.6% | 0.001% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 2,424 | $223K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | KPP Advisory Services LLC | 4,464 | $406K | 0.1% | -3.8% | 0.005% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 12,490 | $1.14M | 0.0% | -28.9% | 0.013% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 2,148 | $203K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | Insight Advisors LLC PA | 3,720 | $338K | 0.1% | -8.2% | 0.004% | |
| 7/30/2025 | Strategic Blueprint LLC | 3,205 | $292K | 0.0% | +17.4% | 0.003% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 19,139 | $1.74M | 0.1% | -0.7% | 0.020% | |
| 7/30/2025 | Patten Group Inc. | 14,495 | $1.32M | 0.3% | -16.8% | 0.015% | |
| 7/30/2025 | Retirement Planning Group LLC | 25,125 | $2.29M | 0.1% | -3.2% | 0.026% | |
| 7/30/2025 | D.A. Davidson & CO. | 1,097,315 | $99.83M | 0.7% | +3.7% | 1.137% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 146,234 | $13.30M | 0.2% | +2.5% | 0.151% | |
| 7/30/2025 | Pacific Sun Financial Corp | 6,662 | $606K | 0.3% | +2.0% | 0.007% | |
| 7/30/2025 | Greenup Street Wealth Management LLC | 105,117 | $9.56M | 1.7% | +3.6% | 0.109% | |
| 7/30/2025 | Whittier Trust Co. | 18,700 | $1.70M | 0.0% | +17.6% | 0.019% | |
| 7/30/2025 | Probity Advisors Inc. | 3,260 | $297K | 0.1% | -8.0% | 0.003% | |
| 7/30/2025 | Klingman & Associates LLC | 2,239 | $204K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Financial Perspectives Inc | 1,010 | $92K | 0.0% | +24.1% | 0.001% | |
| 7/30/2025 | First Interstate Bank | 2,288 | $208K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Crewe Advisors LLC | 9,908 | $901K | 0.1% | -1.5% | 0.010% | |
| 7/29/2025 | Stephens Inc. AR | 11,706 | $1.07M | 0.0% | -9.3% | 0.012% | |
| 7/29/2025 | Salomon & Ludwin LLC | 188,339 | $17.39M | 1.7% | -2.6% | 0.195% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 5,098 | $464K | 0.0% | N/A | 0.005% | |
| 7/29/2025 | International Assets Investment Management LLC | 12,067 | $1.10M | 0.1% | +5.5% | 0.012% | |
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| 7/29/2025 | Signature Estate & Investment Advisors LLC | 33,586 | $3.06M | 0.1% | +5.4% | 0.035% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 143,681 | $13.07M | 3.6% | +0.6% | 0.149% | |
| 7/29/2025 | Rodgers & Associates LTD | 82,767 | $7.53M | 0.8% | -1.6% | 0.086% | |
| 7/29/2025 | Stordahl Capital Management Inc. | 29,072 | $2.65M | 0.6% | +2.5% | 0.030% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 19,255 | $1.75M | 0.0% | -15.0% | 0.020% | |
| 7/29/2025 | Private Trust Co. NA | 9,809 | $892K | 0.1% | -15.5% | 0.010% | |
| 7/28/2025 | Bridges Investment Management Inc. | 8,215 | $747K | 0.0% | -1.9% | 0.009% | |
| 7/28/2025 | Mutual Advisors LLC | 4,299 | $407K | 0.0% | -6.4% | 0.004% | |
| 7/28/2025 | Ritholtz Wealth Management | 2,804 | $255K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 178,234 | $16.22M | 5.4% | +2.1% | 0.185% | |
| 7/28/2025 | Harbour Investments Inc. | 3,637 | $331K | 0.0% | -21.8% | 0.004% | |
| 7/28/2025 | Davidson Trust Co. | 6,700 | $609K | 0.3% | +17.6% | 0.007% | |
| 7/28/2025 | Courier Capital LLC | 278,009 | $25.29M | 1.5% | +3.9% | 0.288% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 467,378 | $42.52M | 0.8% | -1.4% | 0.484% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 31,121 | $2.83M | 0.7% | -1.5% | 0.032% | |
| 7/28/2025 | Harbour Trust & Investment Management Co | 5,583 | $508K | 0.1% | -2.1% | 0.006% | |
| 7/28/2025 | RFG Advisory LLC | 3,986 | $363K | 0.0% | -35.6% | 0.004% | |
| 7/28/2025 | Perfromance Wealth Partners LLC | 28,576 | $2.60M | 0.1% | -0.9% | 0.030% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 2,215 | $202K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | Hudson Capital Management LLC | 185,196 | $16.85M | 4.8% | +0.4% | 0.192% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 42,952 | $3.91M | 0.0% | -22.5% | 0.044% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 4,190 | $381K | 0.0% | +23.1% | 0.004% | |
| 7/25/2025 | Griffin Asset Management Inc. | 9,929 | $903K | 0.1% | +5.9% | 0.010% | |
| 7/25/2025 | MGO One Seven LLC | 4,266 | $388K | 0.0% | -3.6% | 0.004% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 5,544 | $504K | 0.2% | -12.6% | 0.006% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 3,927 | $360K | 0.0% | +27.7% | 0.004% | |
| 7/25/2025 | SPC Financial Inc. | 224,923 | $20.46M | 1.7% | +0.3% | 0.233% | |
| 7/25/2025 | CWM LLC | 32,902 | $2.99M | 0.0% | +106.3% | 0.034% | |
| 7/25/2025 | Apollon Wealth Management LLC | 18,878 | $1.72M | 0.0% | -12.1% | 0.020% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 47,900 | $4.36M | 0.2% | -10.0% | 0.050% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,520 | $138K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | JNBA Financial Advisors | 72,456 | $6.59M | 0.6% | -0.9% | 0.075% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 91,960 | $8.37M | 0.5% | -1.7% | 0.095% | |
| 7/24/2025 | Blue Trust Inc. | 1,212 | $110K | 0.0% | +28.9% | 0.001% | |
| 7/24/2025 | M1 Capital Management LLC | 39,411 | $3.59M | 1.8% | N/A | 0.041% | |
| 7/24/2025 | Callan Family Office LLC | 84,641 | $7.70M | 0.2% | -6.6% | 0.088% | |
| 7/24/2025 | Blair William & Co. IL | 29,865 | $2.72M | 0.0% | -8.5% | 0.031% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 215,979 | $19.65M | 2.4% | -4.0% | 0.224% | |
| 7/24/2025 | US Bancorp DE | 114,347 | $10.40M | 0.0% | -3.3% | 0.118% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 50,724 | $4.62M | 0.3% | -0.9% | 0.052% | |
| 7/23/2025 | First Merchants Corp | 142,899 | $13.00M | 0.5% | -2.5% | 0.148% | |
| 7/23/2025 | Bar Harbor Wealth Management | 4,099 | $373K | 0.0% | -4.0% | 0.004% | |
| 7/23/2025 | Bear Mountain Capital Inc. | 352 | $33K | 0.0% | -70.8% | 0.000% | |
| 7/23/2025 | Foundation Wealth Management LLC | 21,971 | $2.00M | 1.4% | +13.3% | 0.023% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 506,929 | $46.12M | 1.9% | +2.7% | 0.524% | |
| 7/23/2025 | Slow Capital Inc. | 17,364 | $1.58M | 0.2% | -7.5% | 0.018% | |
| 7/23/2025 | RMG Wealth Management LLC | 504 | $47K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Heck Capital Advisors LLC | 16,590 | $1.51M | 0.1% | +2.4% | 0.017% | |
| 7/23/2025 | KPP Advisory Services LLC | 4,464 | $406K | 0.1% | -3.8% | 0.005% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 10,888 | $991K | 0.0% | -57.1% | 0.011% | |
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| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 2,436 | $222K | 0.0% | -28.9% | 0.003% | |
| 7/22/2025 | Belpointe Asset Management LLC | 2,268 | $206K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 4,849 | $441K | 0.0% | +7.4% | 0.005% | |
| 7/22/2025 | David Wealth Management LLC | 3,202 | $291K | 0.2% | +12.7% | 0.003% | |
| 7/22/2025 | Hubbell Strickland Wealth Management LLC | 8,340 | $759K | 0.3% | -2.9% | 0.009% | |
| 7/22/2025 | OLD National Bancorp IN | 10,548 | $960K | 0.0% | N/A | 0.011% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 3,435 | $313K | 0.0% | -15.8% | 0.004% | |
| 7/22/2025 | Stanich Group LLC | 2,875 | $267K | 0.2% | -19.2% | 0.003% | |
| 7/21/2025 | Ameriflex Group Inc. | 904 | $82K | 0.0% | +209.6% | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,262 | $115K | 0.0% | -87.6% | 0.001% | |
