| 8/4/2025 | Leeward Financial Partners LLC | 1,013 | $371K | 0.1% | N/A | 0.001% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 745 | $273K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Integrity Alliance LLC. | 9,109 | $3.34M | 0.2% | -17.3% | 0.012% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 49,833 | $18.25M | 1.3% | +29.4% | 0.067% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,476 | $907K | 0.1% | +5.6% | 0.003% | |
| 8/4/2025 | Kovack Advisors Inc. | 5,590 | $2.05M | 0.2% | -38.0% | 0.007% | |
| 8/4/2025 | IFG Advisory LLC | 709 | $260K | 0.0% | -30.4% | 0.001% | |
| 8/4/2025 | UNIVEST FINANCIAL Corp | 617 | $226K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Atria Investments Inc | 11,636 | $4.26M | 0.1% | +26.7% | 0.016% | |
| 8/4/2025 | Savvy Advisors Inc. | 6,104 | $2.24M | 0.1% | N/A | 0.008% | |
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| 8/4/2025 | Fortune 45 LLC | 7,288 | $2.67M | 1.5% | +2.1% | 0.010% | |
| 8/4/2025 | Assetmark Inc. | 7,944,594 | $2.91B | 6.9% | +2.9% | 10.633% | |
| 8/4/2025 | Keybank National Association OH | 5,449 | $2.00M | 0.0% | +0.5% | 0.007% | |
| 8/4/2025 | Spire Wealth Management | 6,356 | $2.33M | 0.1% | +76.6% | 0.009% | |
| 8/4/2025 | World Investment Advisors | 9,904 | $3.63M | 0.1% | +7.4% | 0.013% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 967 | $354K | 0.0% | -4.9% | 0.001% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 593 | $217K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | WNY Asset Management LLC | 10,065 | $3.69M | 0.4% | +19.7% | 0.013% | |
| 8/4/2025 | L.M. Kohn & Company | 2,049 | $750K | 0.2% | N/A | 0.003% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 30,599 | $11.20M | 7.9% | -4.4% | 0.041% | |
| 8/1/2025 | Milestone Asset Management Group LLC | 10,617 | $3.89M | 2.9% | +5.7% | 0.014% | |
| 8/1/2025 | Zhang Financial LLC | 44,886 | $16.44M | 0.8% | +3.1% | 0.060% | |
| 8/1/2025 | Capital Investment Counsel LLC | 1,831 | $670K | 0.1% | N/A | 0.002% | |
| 8/1/2025 | Howard Capital Management Inc. | 1,269,992 | $465.52M | 5.7% | -21.4% | 1.700% | |
| 8/1/2025 | Advisory Alpha LLC | 3,482 | $1.28M | 0.0% | +143.8% | 0.005% | |
| 8/1/2025 | Facet Wealth Inc. | 267,668 | $101.86M | 2.3% | +13.0% | 0.358% | |
| 8/1/2025 | Liberty Wealth Management LLC | 3,940 | $1.44M | 0.2% | -8.2% | 0.005% | |
| 8/1/2025 | Bessemer Group Inc. | 6,474 | $2.37M | 0.0% | +1.2% | 0.009% | |
| 8/1/2025 | First Command Advisory Services Inc. | 486 | $178K | 0.0% | -15.5% | 0.001% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 630 | $231K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 18,184 | $6.66M | 3.4% | -0.4% | 0.024% | |
| 8/1/2025 | Hoffman Alan N Investment Management | 3,519 | $1.29M | 0.6% | -2.4% | 0.005% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 672,362 | $246.13M | 0.1% | -3.0% | 0.900% | |
| 7/31/2025 | Wealthfront Advisers LLC | 59,714 | $21.87M | 0.1% | -2.8% | 0.080% | |
| 7/31/2025 | Leavell Investment Management Inc. | 119,538 | $43.82M | 2.0% | +0.1% | 0.160% | |
| 7/31/2025 | CVA Family Office LLC | 1,458 | $534K | 0.1% | +7.0% | 0.002% | |
| 7/31/2025 | City State Bank | 2,096 | $767K | 0.2% | +1.7% | 0.003% | |
| 7/31/2025 | Leelyn Smith LLC | 147,010 | $53.83M | 8.8% | +4.9% | 0.197% | |
| 7/31/2025 | CAP Partners LLC | 2,404 | $880K | 0.6% | +56.4% | 0.003% | |
| 7/30/2025 | Strategic Blueprint LLC | 964 | $353K | 0.0% | -57.2% | 0.001% | |
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| 7/30/2025 | Principle Wealth Partners LLC | 1,088 | $398K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 1,763 | $646K | 0.1% | -5.3% | 0.002% | |
| 7/30/2025 | Black Diamond Financial LLC | 160,522 | $58.78M | 9.1% | -5.3% | 0.215% | |
| 7/30/2025 | TFB Advisors LLC | 43,069 | $15.77M | 4.1% | -1.6% | 0.058% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 3,614 | $1.32M | 0.2% | -22.2% | 0.005% | |
| 7/30/2025 | Brookstone Capital Management | 14,196 | $5.20M | 0.1% | +6.0% | 0.019% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 399 | $146K | 0.0% | N/A | 0.001% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 29,206 | $10.69M | 8.0% | +1.5% | 0.039% | |
| 7/30/2025 | Alexis Investment Partners LLC | 23,210 | $8.46M | 3.6% | +306.9% | 0.031% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 1,363 | $520K | 0.1% | -6.1% | 0.002% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 3,820 | $1.40M | 0.6% | N/A | 0.005% | |
| 7/29/2025 | ODonnell Financial Services LLC | 47,410 | $17.36M | 6.7% | +0.9% | 0.063% | |
| 7/29/2025 | Orin Green Financial LLC | 595 | $218K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Stephens Inc. AR | 38,588 | $14.13M | 0.2% | +8.5% | 0.052% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 647 | $237K | 0.1% | N/A | 0.001% | |
| 7/29/2025 | Northeast Investment Management | 36,736 | $13.45M | 0.6% | +8.1% | 0.049% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,663 | $609K | 0.0% | +58.1% | 0.002% | |
| 7/29/2025 | Gladwyn Financial Advisors Inc. | 19,126 | $7.00M | 5.4% | N/A | 0.026% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 1,140 | $417K | 0.0% | -19.5% | 0.002% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 13,143 | $4.81M | 1.3% | -2.2% | 0.018% | |
| 7/29/2025 | Rodgers & Associates LTD | 1,808 | $662K | 0.1% | -1.5% | 0.002% | |
| 7/29/2025 | Hartline Investment Corp | 2,690 | $985K | 0.1% | -3.6% | 0.004% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 18,659 | $6.83M | 0.1% | +36.6% | 0.025% | |
| 7/29/2025 | Private Trust Co. NA | 1,827 | $669K | 0.1% | +183.7% | 0.002% | |
| 7/29/2025 | Angeles Wealth Management LLC | 575,440 | $210.71M | 14.5% | +7.7% | 0.770% | |
| 7/29/2025 | Stratos Investment Management LLC | 46,000 | $16.84M | 0.8% | +10.5% | 0.062% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 75 | $28K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 3,408 | $1.25M | 0.1% | N/A | 0.005% | |
| 7/28/2025 | Davidson Investment Advisors | 780 | $286K | 0.0% | -8.2% | 0.001% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 6,237 | $2.28M | 1.8% | -0.5% | 0.008% | |
| 7/28/2025 | Copia Wealth Management | 858 | $314K | 0.3% | -14.4% | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 5,360 | $2.03M | 0.1% | +8.0% | 0.007% | |
| 7/28/2025 | Ritholtz Wealth Management | 884 | $324K | 0.0% | +10.9% | 0.001% | |
| 7/28/2025 | Harbour Investments Inc. | 15,059 | $5.51M | 0.1% | +7.4% | 0.020% | |
| 7/28/2025 | Mitchell Mcleod Pugh & Williams Inc. | 1,885 | $690K | 0.1% | -3.4% | 0.003% | |
| 7/28/2025 | Davidson Trust Co. | 780 | $286K | 0.1% | -8.2% | 0.001% | |
| 7/28/2025 | JGP Wealth Management LLC | 1,540 | $564K | 0.1% | -4.9% | 0.002% | |
| 7/28/2025 | Cypress Wealth Services LLC | 26,245 | $9.61M | 1.7% | -2.5% | 0.035% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 2,400 | $879K | 0.0% | +3.0% | 0.003% | |
| 7/28/2025 | IFC Advisors LLC | 217,435 | $79.62M | 14.9% | +3.4% | 0.291% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 2,861 | $1.05M | 0.0% | -7.1% | 0.004% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 5,696 | $2.09M | 0.0% | +11.8% | 0.008% | |
| 7/25/2025 | Community Bank N.A. | 143 | $52K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | NorthRock Partners LLC | 283 | $104K | 0.0% | -30.1% | 0.000% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 23,945 | $8.79M | 0.2% | -27.3% | 0.032% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,567 | $3.50M | 0.0% | -77.4% | 0.013% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 1,248 | $457K | 0.0% | +77.8% | 0.002% | |
| 7/25/2025 | Griffin Asset Management Inc. | 7,284 | $2.67M | 0.3% | +92.5% | 0.010% | |
| 7/25/2025 | MGO One Seven LLC | 6,431 | $2.36M | 0.1% | +0.4% | 0.009% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,326 | $488K | 0.2% | +2.2% | 0.002% | |
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| 7/25/2025 | Allspring Global Investments Holdings LLC | 33,606 | $12.31M | 0.0% | +11.6% | 0.045% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 4,619 | $1.69M | 0.3% | N/A | 0.006% | |
| 7/25/2025 | M3 Advisory Group LLC | 3,200 | $1.17M | 0.8% | +39.3% | 0.004% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 579 | $212K | 0.1% | N/A | 0.001% | |
| 7/25/2025 | CWM LLC | 4,077 | $1.49M | 0.0% | +33.7% | 0.005% | |
| 7/25/2025 | Means Investment CO. Inc. | 106,000 | $38.81M | 3.7% | -3.8% | 0.142% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 3,548 | $1.30M | 0.0% | -1.1% | 0.005% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 69,251 | $25.36M | 0.5% | +7.4% | 0.093% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 2,347 | $859K | 0.0% | -2.1% | 0.003% | |
| 7/25/2025 | Apollon Financial LLC | 23,713 | $8.68M | 1.8% | -1.0% | 0.032% | |
