| 7/11/2025 | Annex Advisory Services LLC | 4,983 | $968K | 0.0% | +2.7% | 0.002% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 29,735 | $5.78M | 0.7% | -1.8% | 0.009% | |
| 7/11/2025 | BTC Capital Management Inc. | 113,855 | $22.05M | 1.8% | +6.0% | 0.036% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 2,535 | $492K | 0.1% | +10.8% | 0.001% | |
| 7/11/2025 | Capital Advantage Inc. | 5,920 | $1.15M | 0.2% | -7.8% | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 11,389 | $2.21M | 0.0% | +16.0% | 0.004% | |
| 7/11/2025 | CX Institutional | 262,024 | $50.89M | 1.8% | +16.4% | 0.082% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 30,835 | $6.06M | 1.3% | -2.4% | 0.010% | |
| 7/11/2025 | UMB Bank n.a. | 24,600 | $4.78M | 0.1% | -1.5% | 0.008% | |
| 7/11/2025 | Myecfo LLC | 8,838 | $1.72M | 0.8% | -3.4% | 0.003% | |
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| 7/11/2025 | Rockwood Wealth Management LLC | 2,411 | $468K | 0.0% | +10.0% | 0.001% | |
| 7/11/2025 | Thomasville National Bank | 6,282 | $1.22M | 0.1% | -2.6% | 0.002% | |
| 7/11/2025 | LongView Wealth Management | 2,316 | $450K | 0.1% | +40.3% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 45,918 | $8.92M | 0.2% | +0.5% | 0.014% | |
| 7/11/2025 | Bell Bank | 3,324 | $646K | 0.0% | +128.5% | 0.001% | |
| 7/11/2025 | Luts & Greenleigh Group Inc. | 8,420 | $1.64M | 1.6% | +4.9% | 0.003% | |
| 7/11/2025 | Grove Bank & Trust | 15,741 | $3.06M | 0.4% | -1.6% | 0.005% | |
| 7/10/2025 | Anderson Hoagland & Co. | 5,320 | $1.03M | 0.1% | -16.1% | 0.002% | |
| 7/10/2025 | Perkins Coie Trust Co | 659 | $128K | 0.0% | +427.2% | 0.000% | |
| 7/10/2025 | Orgel Wealth Management LLC | 2,977 | $578K | 0.0% | +7.5% | 0.001% | |
| 7/10/2025 | Ryan Investment Management Inc. | 136,562 | $26.52M | 16.9% | N/A | 0.043% | |
| 7/10/2025 | Oldfather Financial Services LLC | 43,869 | $8.52M | 2.9% | +0.9% | 0.014% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 2,610 | $507K | 0.0% | +2.5% | 0.001% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 22,061 | $4.29M | 0.1% | -6.2% | 0.007% | |
| 7/10/2025 | Affiance Financial LLC | 10,247 | $1.99M | 0.4% | +1.5% | 0.003% | |
| 7/10/2025 | Fulton Bank N.A. | 108,568 | $21.09M | 0.8% | +1.1% | 0.034% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 684,004 | $135.03M | 0.2% | -1.7% | 0.214% | |
| 7/10/2025 | Sharkey Howes & Javer | 5,166 | $1.00M | 0.1% | -5.9% | 0.002% | |
| 7/10/2025 | Secure Asset Management LLC | 3,809 | $740K | 0.1% | -70.5% | 0.001% | |
| 7/10/2025 | Focus Financial Network Inc. | 12,844 | $2.50M | 0.1% | +9.2% | 0.004% | |
| 7/10/2025 | Sovran Advisors LLC | 3,951 | $773K | 0.1% | +37.6% | 0.001% | |
| 7/9/2025 | Finley Financial LLC | 36,331 | $7.06M | 3.5% | +0.9% | 0.011% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 32,772 | $6.37M | 0.2% | -75.4% | 0.010% | |
| 7/9/2025 | Central Valley Advisors LLC | 12,972 | $2.52M | 0.9% | -50.6% | 0.004% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 7,254 | $1.41M | 1.1% | -3.3% | 0.002% | |
| 7/9/2025 | PFW Advisors LLC | 114,125 | $22.17M | 6.8% | -3.3% | 0.036% | |
| 7/9/2025 | Navigation Wealth Management Inc. | 1,581 | $307K | 0.5% | N/A | 0.000% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 5,369 | $1.04M | 0.0% | +12.7% | 0.002% | |
| 7/9/2025 | Towerpoint Wealth LLC | 29,017 | $5.64M | 2.5% | +3.7% | 0.009% | |
| 7/9/2025 | Sapient Capital LLC | 9,959 | $1.93M | 0.0% | -7.2% | 0.003% | |
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| 7/9/2025 | Procyon Advisors LLC | 15,727 | $3.06M | 0.3% | +4.7% | 0.005% | |
| 7/9/2025 | Westshore Wealth LLC | 99,783 | $19.38M | 7.4% | -1.4% | 0.031% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 16,769 | $3.26M | 0.6% | -0.6% | 0.005% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 53,268 | $10.35M | 0.6% | +0.4% | 0.017% | |
| 7/9/2025 | Fermata Advisors LLC | 1,345 | $261K | 0.1% | -5.7% | 0.000% | |
| 7/9/2025 | Keystone Wealth Services LLC | 8,253 | $1.60M | 0.4% | -7.1% | 0.003% | |
| 7/9/2025 | Thrive Wealth Management LLC | 5,896 | $1.15M | 0.2% | +6.5% | 0.002% | |
| 7/9/2025 | Breakwater Capital Group | 68,456 | $13.30M | 2.2% | +7.5% | 0.021% | |
| 7/9/2025 | Balefire LLC | 3,580 | $695K | 0.2% | N/A | 0.001% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 1,034 | $201K | 0.0% | N/A | 0.000% | |
| 7/9/2025 | Berkshire Bank | 1,143 | $222K | 0.1% | -5.8% | 0.000% | |
| 7/9/2025 | Fiduciary Alliance LLC | 1,965 | $382K | 0.0% | -40.7% | 0.001% | |
| 7/9/2025 | Baron Financial Group LLC | 11,779 | $2.29M | 1.3% | -1.1% | 0.004% | |
| 7/9/2025 | Veracity Capital LLC | 4,561 | $886K | 0.3% | -1.9% | 0.001% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 28,923 | $5.62M | 2.1% | -0.6% | 0.009% | |
| 7/9/2025 | WestHill Financial Advisors Inc. | 10,326 | $2.01M | 0.4% | -0.8% | 0.003% | |
| 7/9/2025 | Westmount Partners LLC | 3,388 | $658K | 0.2% | -1.6% | 0.001% | |
| 7/9/2025 | Beacon Financial Group | 7,842 | $1.52M | 0.2% | -0.9% | 0.002% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 4,353 | $845K | 0.0% | +2.4% | 0.001% | |
| 7/8/2025 | Parisi Gray Wealth Management | 5,665 | $1.10M | 0.3% | -2.2% | 0.002% | |
| 7/8/2025 | Atlas Brown Inc. | 12,150 | $2.36M | 0.8% | -1.2% | 0.004% | |
| 7/8/2025 | Persium Advisors LLC | 1,269 | $246K | 0.2% | -20.3% | 0.000% | |
| 7/8/2025 | Prism Advisors Inc. | 75,524 | $14.67M | 4.2% | +10.4% | 0.024% | |
| 7/8/2025 | Webster Bank N. A. | 39,117 | $7.60M | 0.8% | +0.5% | 0.012% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 1,042 | $202K | 0.0% | -44.1% | 0.000% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 11,233 | $2.18M | 0.2% | -1.9% | 0.004% | |
| 7/8/2025 | RMR Wealth Builders | 137,894 | $26.78M | 2.4% | +1.1% | 0.043% | |
| 7/8/2025 | NBC Securities Inc. | 18,178 | $3.53M | 0.3% | +0.5% | 0.006% | |
| 7/8/2025 | Apella Capital LLC | 44,658 | $8.75M | 0.2% | -20.8% | 0.014% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 2,253 | $438K | 0.0% | -2.8% | 0.001% | |
| 7/8/2025 | Parallel Advisors LLC | 39,530 | $7.68M | 0.2% | +1.1% | 0.012% | |
| 7/7/2025 | RF&L Wealth Management LLC | 8,571 | $1.67M | 1.1% | -1.5% | 0.003% | |
| 7/7/2025 | LWM Advisors Inc. | 114,359 | $22.21M | 21.4% | -0.4% | 0.036% | |
| 7/7/2025 | Park Edge Advisors LLC | 1,748 | $340K | 0.1% | -11.2% | 0.001% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 7,146 | $1.40M | 0.1% | +2.6% | 0.002% | |
| 7/7/2025 | HMS Capital Management LLC | 10,773 | $2.09M | 0.9% | -53.7% | 0.003% | |
| 7/7/2025 | LBJ Family Wealth Advisors Ltd. | 164,865 | $32.02M | 18.6% | +0.2% | 0.052% | |
| 7/7/2025 | Roxbury Financial LLC | 3,999 | $777K | 0.8% | +6.4% | 0.001% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 2,252 | $437K | 0.0% | -6.3% | 0.001% | |
| 7/7/2025 | TruWealth Advisors LLC | 124,092 | $24.10M | 1.3% | +3.9% | 0.039% | |
| 7/3/2025 | Arvest Investments Inc. | 17,035 | $3.31M | 0.5% | +7.9% | 0.005% | |
| 7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 4,741 | $921K | 0.5% | N/A | 0.001% | |
| 7/3/2025 | Garde Capital Inc. | 6,921 | $1.34M | 0.1% | -2.5% | 0.002% | |
| 7/3/2025 | Collective Family Office LLC | 5,797 | $1.13M | 0.3% | -18.6% | 0.002% | |
| 7/3/2025 | Stairway Partners LLC | 1,289,595 | $250.48M | 14.2% | +1.4% | 0.394% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 19,770 | $3.88M | 0.7% | -2.3% | 0.006% | |
| 7/2/2025 | InvesTrust | 10,331 | $2.01M | 0.8% | +0.6% | 0.003% | |
| 7/2/2025 | Dentgroup LLC | 12,622 | $2.45M | 1.7% | +20.2% | 0.004% | |
| 7/2/2025 | Crumly & Associates Inc. | 4,409 | $856K | 0.2% | N/A | 0.001% | |
| 7/2/2025 | Central Pacific Bank Trust Division | 2,642 | $513K | 0.1% | -40.3% | 0.001% | |
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| 7/1/2025 | Confluence Investment Management LLC | 2,903 | $564K | 0.0% | -30.1% | 0.001% | |
| 6/18/2025 | Voya Investment Management LLC | 80,642 | $15.17M | 0.0% | -37.5% | 0.025% | |
| 6/17/2025 | Howe & Rusling Inc. | 140 | $26K | 0.0% | -47.6% | 0.000% | |
| 6/4/2025 | First Hawaiian Bank | 6,771 | $1.27M | 0.1% | -54.6% | 0.002% | |
| 5/29/2025 | Rhumbline Advisers | 40,272 | $7.58M | 0.0% | +104.3% | 0.012% | |
| 5/28/2025 | Jones Financial Companies Lllp | 2,531,729 | $471.61M | 0.4% | -36.5% | 0.778% | |
| 5/27/2025 | Advisors Capital Management LLC | 6,048 | $1.14M | 0.0% | -2.3% | 0.002% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 8,677 | $1.63M | 0.6% | -1.9% | 0.003% | |
| 5/21/2025 | McAdam LLC | 6,920 | $1.30M | 0.1% | -29.0% | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,535 | $853K | 0.0% | +87.9% | 0.001% | |
