| 7/11/2025 | Annex Advisory Services LLC | 1,431 | $280K | 0.0% | -5.8% | 0.001% | |
| 7/11/2025 | Prosperity Planning Inc. | 58,585 | $11.45M | 3.3% | -2.3% | 0.029% | |
| 7/11/2025 | Colorado Capital Management Inc. | 2,134 | $417K | 0.2% | -10.2% | 0.001% | |
| 7/11/2025 | Hilltop Wealth Advisors LLC | 21,913 | $4.28M | 2.4% | -2.3% | 0.011% | |
| 7/11/2025 | Farther Finance Advisors LLC | 93,114 | $18.20M | 0.4% | -26.8% | 0.046% | |
| 7/11/2025 | CX Institutional | 328,571 | $64.21M | 2.2% | +16.7% | 0.164% | |
| 7/11/2025 | UMB Bank n.a. | 62,570 | $12.23M | 0.2% | -5.5% | 0.031% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 13,102 | $2.59M | 0.7% | -5.2% | 0.007% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 21,024 | $4.11M | 1.3% | -4.4% | 0.010% | |
| 7/11/2025 | My Legacy Advisors LLC | 18,579 | $3.70M | 1.3% | +12.2% | 0.009% | |
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| 7/11/2025 | Lantz Financial LLC | 24,616 | $4.81M | 1.2% | +18.8% | 0.012% | |
| 7/11/2025 | Thomasville National Bank | 4,150 | $811K | 0.1% | -35.0% | 0.002% | |
| 7/11/2025 | Essex Savings Bank | 3,191 | $624K | 0.1% | -21.2% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 1,136 | $222K | 0.0% | -5.8% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 18,698 | $3.65M | 0.1% | +5.5% | 0.009% | |
| 7/11/2025 | Kapstone Financial Advisors LLC | 1,376 | $269K | 0.1% | N/A | 0.001% | |
| 7/11/2025 | Matthew Goff Investment Advisor LLC | 84,992 | $16.61M | 3.1% | -4.4% | 0.042% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,264 | $431K | 0.2% | N/A | 0.001% | |
| 7/10/2025 | Ryan Investment Management Inc. | 182 | $36K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 27,067 | $5.29M | 0.4% | -2.4% | 0.014% | |
| 7/10/2025 | Trust Point Inc. | 70,046 | $13.69M | 1.3% | -0.1% | 0.035% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 35,438 | $6.93M | 0.5% | +0.4% | 0.018% | |
| 7/10/2025 | Global Financial Private Client LLC | 1,378 | $269K | 0.1% | +16.8% | 0.001% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 7,995 | $1.56M | 0.2% | -1.7% | 0.004% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 27,213 | $5.31M | 2.4% | -0.6% | 0.014% | |
| 7/10/2025 | Fulton Bank N.A. | 1,596 | $312K | 0.0% | +4.3% | 0.001% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 88,468 | $17.58M | 0.0% | -0.7% | 0.044% | |
| 7/10/2025 | Sharkey Howes & Javer | 134,571 | $26.30M | 3.5% | +8.5% | 0.067% | |
| 7/10/2025 | Wedmont Private Capital | 7,276 | $1.44M | 0.1% | +3.8% | 0.004% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 360 | $70K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Brooklyn FI LLC | 1,560 | $305K | 0.1% | +10.5% | 0.001% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 70,068 | $13.69M | 1.0% | +0.7% | 0.035% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 8,959 | $1.75M | 0.1% | +46.5% | 0.004% | |
| 7/10/2025 | Professional Financial Advisors LLC | 6,435 | $1.26M | 0.3% | +6.6% | 0.003% | |
| 7/10/2025 | Focus Financial Network Inc. | 59,382 | $11.61M | 0.5% | +2.4% | 0.030% | |
| 7/10/2025 | Sovran Advisors LLC | 60,607 | $11.96M | 1.3% | +21.6% | 0.030% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 136,860 | $26.75M | 6.2% | -60.7% | 0.068% | |
| 7/9/2025 | Pines Wealth Management LLC | 18,852 | $3.75M | 1.3% | +1.4% | 0.009% | |
| 7/9/2025 | Towerpoint Wealth LLC | 5,569 | $1.09M | 0.5% | +100.3% | 0.003% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 6,265 | $1.22M | 0.0% | -13.3% | 0.003% | |
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| 7/9/2025 | Camelot Technology Advisors Inc. | 3,079 | $602K | 0.5% | -3.5% | 0.002% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 3,447 | $674K | 0.0% | +19.6% | 0.002% | |
| 7/9/2025 | David J Yvars Group | 1,102 | $215K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | Seneca House Advisors | 15,246 | $2.98M | 1.3% | +0.4% | 0.008% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 44,413 | $8.68M | 0.6% | -7.3% | 0.022% | |
| 7/9/2025 | Lifelong Wealth Advisors Inc. | 22,784 | $4.45M | 1.5% | +10.2% | 0.011% | |
| 7/9/2025 | Thrive Wealth Management LLC | 1,388 | $271K | 0.0% | -4.1% | 0.001% | |
| 7/9/2025 | Breakwater Capital Group | 1,652 | $323K | 0.1% | +11.9% | 0.001% | |
| 7/9/2025 | Catalyst Private Wealth LLC | 7,074 | $1.38M | 0.6% | +4.0% | 0.004% | |
| 7/9/2025 | Alesco Advisors LLC | 73,986 | $14.46M | 0.4% | -0.8% | 0.037% | |
| 7/9/2025 | Fiduciary Alliance LLC | 6,368 | $1.24M | 0.1% | +28.1% | 0.003% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 14,261 | $2.79M | 0.5% | -3.4% | 0.007% | |
| 7/9/2025 | Parkside Advisors LLC | 2,714 | $530K | 0.1% | +22.8% | 0.001% | |
| 7/9/2025 | Triumph Capital Management | 2,170 | $424K | 0.1% | -60.3% | 0.001% | |
| 7/9/2025 | Summit Financial Consulting LLC | 10,962 | $2.14M | 1.9% | N/A | 0.005% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 674 | $132K | 0.0% | -63.6% | 0.000% | |
| 7/9/2025 | Veracity Capital LLC | 3,992 | $780K | 0.3% | +12.7% | 0.002% | |
| 7/9/2025 | Clarus Wealth Advisors | 23,700 | $4.68M | 2.2% | +5.4% | 0.012% | |
| 7/9/2025 | Beacon Financial Group | 4,889 | $955K | 0.1% | -7.9% | 0.002% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 206 | $40K | 0.0% | -38.1% | 0.000% | |
| 7/8/2025 | Lpwm LLC | 307,687 | $60.13M | 17.5% | +4.5% | 0.154% | |
| 7/8/2025 | Everpar Advisors LLC | 2,237 | $437K | 0.2% | +16.0% | 0.001% | |
| 7/8/2025 | Ehrlich Financial Group | 41,534 | $8.12M | 5.3% | -1.7% | 0.021% | |
| 7/8/2025 | Atwood & Palmer Inc. | 193 | $38K | 0.0% | N/A | 0.000% | |
| 7/8/2025 | Apella Capital LLC | 3,797 | $749K | 0.0% | -2.5% | 0.002% | |
| 7/8/2025 | Parallel Advisors LLC | 56,938 | $11.13M | 0.2% | +3.0% | 0.028% | |
| 7/7/2025 | O Connor Financial Group LLC | 19,920 | $3.96M | 1.7% | -4.8% | 0.010% | |
| 7/7/2025 | St. Clair Advisors LLC | 17,094 | $3.34M | 0.9% | -8.4% | 0.009% | |
| 7/7/2025 | Accelerate Investment Advisors LLC | 9,212 | $1.80M | 1.3% | +11.4% | 0.005% | |
| 7/7/2025 | Wesbanco Bank Inc. | 21,748 | $4.25M | 0.1% | -1.3% | 0.011% | |
| 7/7/2025 | Retirement Wealth Solutions LLC | 15,864 | $3.10M | 2.3% | +18.0% | 0.008% | |
| 7/7/2025 | Roxbury Financial LLC | 262 | $51K | 0.0% | N/A | 0.000% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 6,061 | $1.18M | 0.6% | +20.8% | 0.003% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 616 | $120K | 0.0% | +363.2% | 0.000% | |
| 7/7/2025 | Life Line Wealth Management LLC | 1,223 | $239K | 0.1% | N/A | 0.001% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 7,232 | $1.41M | 0.5% | +106.4% | 0.004% | |
| 7/7/2025 | Centurion Wealth Management LLC | 19,582 | $3.83M | 1.1% | +55.6% | 0.010% | |
| 7/3/2025 | First Hawaiian Bank | 120,890 | $23.62M | 3.2% | -2.7% | 0.060% | |
| 7/3/2025 | TrueWealth Advisors LLC | 4,508 | $881K | 0.3% | -6.1% | 0.002% | |
| 7/3/2025 | Garde Capital Inc. | 16,433 | $3.21M | 0.2% | -9.2% | 0.008% | |
| 7/2/2025 | Dentgroup LLC | 8,099 | $1.58M | 1.1% | +74.0% | 0.004% | |
| 7/2/2025 | Central Pacific Bank Trust Division | 2,107 | $412K | 0.1% | N/A | 0.001% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 20,113 | $3.93M | 0.3% | +0.3% | 0.010% | |
| 7/1/2025 | Burkett Financial Services LLC | 7,535 | $1.47M | 0.5% | +3.6% | 0.004% | |
| 7/1/2025 | Bush Investment Group LLC | 13,677 | $2.67M | 1.8% | +4.4% | 0.007% | |
| 7/1/2025 | BancFirst Trust & Investment Management | 1,050 | $204K | 0.1% | N/A | 0.001% | |
| 6/4/2025 | First Hawaiian Bank | 124,300 | $23.69M | 1.2% | -4.6% | 0.062% | |
| 6/3/2025 | Invst LLC | 53,178 | $10.14M | 1.4% | -16.7% | 0.027% | |
| 6/2/2025 | Modern Wealth Management LLC | 26,838 | $5.12M | 0.2% | -92.6% | 0.013% | |
| 5/29/2025 | Plum Street Advisors LLC | 8,204 | $1.56M | 0.8% | -1.7% | 0.004% | |
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| 5/29/2025 | Apeiron RIA LLC | 22,849 | $4.36M | 1.3% | -22.8% | 0.011% | |
| 5/28/2025 | Jones Financial Companies Lllp | 319,118 | $60.27M | 0.1% | +20.6% | 0.160% | |
| 5/27/2025 | Advisors Capital Management LLC | 4,355 | $830K | 0.0% | -3.5% | 0.002% | |
| 5/22/2025 | Kilter Group LLC | 57,257 | $10.91M | 7.1% | +47.0% | 0.029% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,556 | $8.11M | 0.3% | -0.1% | 0.021% | |
| 5/20/2025 | Belpointe Asset Management LLC | 17,269 | $3.29M | 0.2% | -7.5% | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 413,144 | $78.74M | 0.2% | +0.1% | 0.207% | |
| 5/20/2025 | Flaharty Asset Management LLC | 174 | $33K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 118,187 | $22.52M | 0.9% | +71.2% | 0.059% | |
| 5/20/2025 | Glenview Trust co | 8,424 | $1.61M | 0.0% | -8.3% | 0.004% | |
