| 8/1/2025 | Bank of Jackson Hole Trust | 541 | $306K | 0.2% | +3.6% | 0.001% | |
| 8/1/2025 | Paradigm Strategies in Wealth Management LLC | 2,929 | $1.66M | 1.1% | -1.9% | 0.007% | |
| 8/1/2025 | Motco | 9,385 | $5.40M | 0.5% | +3.2% | 0.024% | |
| 8/1/2025 | Jennison Associates LLC | 611 | $346K | 0.0% | -70.5% | 0.002% | |
| 8/1/2025 | Mendel Money Management | 470 | $266K | 0.1% | -5.4% | 0.001% | |
| 8/1/2025 | Providence First Trust Co | 1,566 | $887K | 0.3% | +9.4% | 0.004% | |
| 8/1/2025 | Zhang Financial LLC | 2,451 | $1.39M | 0.1% | +3.0% | 0.006% | |
| 8/1/2025 | Capital Investment Counsel LLC | 1,655 | $938K | 0.1% | +255.9% | 0.004% | |
| 8/1/2025 | Howard Capital Management Inc. | 15,378 | $8.71M | 0.1% | -4.7% | 0.039% | |
| 8/1/2025 | Redwood Park Advisors LLC | 807 | $457K | 0.3% | -3.4% | 0.002% | |
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| 8/1/2025 | Taylor Financial Group Inc. | 1,929 | $1.09M | 0.7% | -4.7% | 0.005% | |
| 8/1/2025 | Wealth Watch Advisors INC | 1,981 | $1.12M | 0.6% | +4.6% | 0.005% | |
| 8/1/2025 | Bessemer Group Inc. | 39,232 | $22.23M | 0.0% | -2.7% | 0.098% | |
| 8/1/2025 | Financial Counselors Inc. | 570 | $323K | 0.5% | -99.1% | 0.001% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 1,237 | $701K | 0.1% | -45.0% | 0.003% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 8,771 | $4.98M | 0.2% | +16.6% | 0.022% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 77,053 | $43.65M | 0.0% | +0.8% | 0.193% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 9,452 | $5.37M | 0.3% | -2.7% | 0.024% | |
| 7/31/2025 | Topsail Wealth Management LLC | 3,461 | $1.96M | 0.4% | -7.4% | 0.009% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 218,195 | $123.61M | 12.2% | -2.1% | 0.547% | |
| 7/31/2025 | Brighton Jones LLC | 1,926 | $1.09M | 0.0% | -3.5% | 0.005% | |
| 7/31/2025 | Waldron Private Wealth LLC | 30,898 | $17.50M | 0.8% | -11.8% | 0.077% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 5,785 | $3.28M | 0.4% | -10.4% | 0.015% | |
| 7/31/2025 | Leavell Investment Management Inc. | 10,712 | $6.09M | 0.3% | +0.3% | 0.027% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 13,240 | $7.50M | 0.1% | -9.9% | 0.033% | |
| 7/31/2025 | Hobart Private Capital LLC | 357 | $202K | 0.0% | -25.2% | 0.001% | |
| 7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 7,958 | $4.63M | 1.7% | +4.0% | 0.020% | |
| 7/31/2025 | Carrera Capital Advisors | 1,501 | $853K | 0.2% | -8.6% | 0.004% | |
| 7/31/2025 | 3EDGE Asset Management LP | 1,369 | $776K | 0.0% | +46.9% | 0.003% | |
| 7/31/2025 | First Business Financial Services Inc. | 887 | $502K | 0.0% | -3.1% | 0.002% | |
| 7/31/2025 | Intelligent Financial Strategies | 3,743 | $2.13M | 1.1% | -2.7% | 0.009% | |
| 7/31/2025 | AlTi Global Inc. | 2,849 | $1.62M | 0.0% | -5.2% | 0.007% | |
| 7/31/2025 | GenTrust LLC | 3,164 | $1.80M | 0.1% | -3.9% | 0.008% | |
| 7/31/2025 | Carnegie Investment Counsel | 20,102 | $11.39M | 0.2% | -4.8% | 0.050% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 416 | $240K | 0.0% | -5.2% | 0.001% | |
| 7/31/2025 | Cadinha & Co. LLC | 463 | $262K | 0.0% | -37.6% | 0.001% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 6,461 | $3.66M | 0.1% | +6.4% | 0.016% | |
| 7/30/2025 | Strategic Blueprint LLC | 541 | $307K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | Sonata Capital Group Inc. | 7,476 | $4.24M | 1.7% | -1.6% | 0.019% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 1,414 | $801K | 0.3% | +18.2% | 0.004% | |
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| 7/30/2025 | Forum Financial Management LP | 885 | $502K | 0.0% | +36.2% | 0.002% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 4,258 | $2.41M | 0.3% | -7.6% | 0.011% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 361 | $204K | 0.1% | N/A | 0.001% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 4,535 | $2.57M | 0.3% | -8.9% | 0.011% | |
| 7/30/2025 | Members Trust Co | 1,030 | $583K | 0.0% | +6.6% | 0.003% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 1,281 | $725K | 0.0% | -2.0% | 0.003% | |
| 7/30/2025 | D.A. Davidson & CO. | 1,421 | $805K | 0.0% | +13.8% | 0.004% | |
| 7/30/2025 | St. Johns Investment Management Company LLC | 4,082 | $2.31M | 1.1% | -13.3% | 0.010% | |
| 7/30/2025 | Sanders Morris Harris LLC | 1,000 | $566K | 0.1% | -16.1% | 0.003% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 3,588 | $2.03M | 2.0% | +2.9% | 0.009% | |
| 7/30/2025 | Divergent Planning LLC | 70,243 | $40.30M | 7.3% | +5.6% | 0.176% | |
| 7/30/2025 | Clune & Associates LTD. | 435 | $246K | 0.1% | N/A | 0.001% | |
| 7/30/2025 | Klingman & Associates LLC | 42,378 | $24.01M | 1.3% | +0.0% | 0.106% | |
| 7/30/2025 | Atlantic Edge Private Wealth Management LLC | 23,146 | $13.11M | 3.6% | -5.3% | 0.058% | |
| 7/30/2025 | Pittenger & Anderson Inc. | 69,817 | $39.55M | 1.4% | -0.4% | 0.175% | |
| 7/30/2025 | Journey Advisory Group LLC | 1,972 | $1.12M | 0.1% | +8.4% | 0.005% | |
| 7/30/2025 | Alexis Investment Partners LLC | 9,784 | $5.54M | 2.4% | -12.9% | 0.025% | |
| 7/30/2025 | Crewe Advisors LLC | 50,435 | $28.57M | 4.0% | -1.0% | 0.126% | |
| 7/30/2025 | WBH Advisory Inc. | 1,045 | $592K | 0.1% | -12.5% | 0.003% | |
| 7/30/2025 | CMG Global Holdings LLC | 10,407 | $6.10M | 3.3% | +12.4% | 0.026% | |
| 7/29/2025 | Lyell Wealth Management LP | 1,930 | $1.09M | 0.1% | -8.6% | 0.005% | |
| 7/29/2025 | Balboa Wealth Partners | 9,159 | $5.19M | 1.0% | +0.5% | 0.023% | |
| 7/29/2025 | Northeast Investment Management | 372 | $211K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Salomon & Ludwin LLC | 6,199 | $3.59M | 0.4% | -0.4% | 0.016% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 2,819 | $1.60M | 0.0% | +15.8% | 0.007% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 44,902 | $26.40M | 0.8% | +1.2% | 0.113% | |
| 7/29/2025 | Alpha Wealth Funds LLC | 3,702 | $2.10M | 1.8% | -4.2% | 0.009% | |
| 7/29/2025 | Disciplined Investments LLC | 2,632 | $1.49M | 0.6% | -0.9% | 0.007% | |
| 7/29/2025 | Kelman Lazarov Inc. | 3,057 | $1.73M | 0.3% | -1.4% | 0.008% | |
| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 18,711 | $10.60M | 2.8% | -6.8% | 0.047% | |
| 7/29/2025 | International Assets Investment Management LLC | 3,984 | $2.26M | 0.1% | +3.4% | 0.010% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 125 | $71K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Gladwyn Financial Advisors Inc. | 428 | $242K | 0.2% | N/A | 0.001% | |
| 7/29/2025 | Novare Capital Management LLC | 541 | $306K | 0.0% | -8.5% | 0.001% | |
| 7/29/2025 | Financial Futures Ltd Liability Co. | 381 | $216K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Progressive Investment Management Corp | 685 | $388K | 0.1% | -14.3% | 0.002% | |
| 7/29/2025 | Curbstone Financial Management Corp | 30,806 | $17.45M | 3.6% | +3.4% | 0.077% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 5,360 | $3.04M | 0.0% | -1.7% | 0.013% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 4,345 | $2.46M | 0.0% | +10.1% | 0.011% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 2,646 | $1.50M | 0.1% | -3.0% | 0.007% | |
| 7/29/2025 | Private Trust Co. NA | 3,466 | $1.96M | 0.2% | -1.4% | 0.009% | |
| 7/29/2025 | First National Bank of Mount Dora Trust Investment Services | 1,849 | $1.05M | 0.2% | -1.0% | 0.005% | |
| 7/29/2025 | Empirical Asset Management LLC | 531 | $301K | 0.1% | -12.1% | 0.001% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 116 | $66K | 0.1% | N/A | 0.000% | |
| 7/29/2025 | Semitam Bonam LLC | 2,617 | $1.48M | 1.4% | N/A | 0.007% | |
| 7/28/2025 | WealthPLAN Partners LLC | 1,308 | $741K | 0.1% | +4.8% | 0.003% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 1,064 | $603K | 0.1% | N/A | 0.003% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 1,561 | $884K | 0.2% | -4.6% | 0.004% | |
| 7/28/2025 | Patten & Patten Inc. TN | 370 | $210K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | IFG Advisors LLC | 48,003 | $27.19M | 4.6% | +3.5% | 0.120% | |
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| 7/28/2025 | Private Wealth Asset Management LLC | 9,925 | $5.62M | 0.7% | -5.5% | 0.025% | |
| 7/28/2025 | Harbour Investments Inc. | 9,303 | $5.27M | 0.1% | +6.9% | 0.023% | |
| 7/28/2025 | Davidson Trust Co. | 4,428 | $2.51M | 1.2% | -1.5% | 0.011% | |
| 7/28/2025 | Courier Capital LLC | 4,013 | $2.27M | 0.1% | -12.8% | 0.010% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 6,914 | $3.92M | 0.0% | -9.0% | 0.017% | |
| 7/28/2025 | Equitable Trust Co. | 2,470 | $1.40M | 0.1% | -3.5% | 0.006% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 7,186 | $4.07M | 0.1% | -30.5% | 0.018% | |
| 7/28/2025 | Harbour Trust & Investment Management Co | 16,625 | $9.42M | 1.0% | -0.9% | 0.042% | |
| 7/28/2025 | RFG Advisory LLC | 4,019 | $2.28M | 0.1% | -17.1% | 0.010% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 2,510 | $1.42M | 0.0% | +5.1% | 0.006% | |
