| 8/1/2025 | Milestone Asset Management Group LLC | 1,182 | $360K | 0.3% | -21.9% | 0.002% | |
| 8/1/2025 | Ferguson Shapiro LLC | 8,827 | $2.69M | 0.9% | -17.8% | 0.013% | |
| 8/1/2025 | Providence First Trust Co | 9,698 | $2.95M | 1.0% | -5.6% | 0.014% | |
| 8/1/2025 | Capital Investment Counsel LLC | 8,209 | $2.50M | 0.4% | -45.3% | 0.012% | |
| 8/1/2025 | GWN Securities Inc. | 755 | $241K | 0.0% | -8.6% | 0.001% | |
| 8/1/2025 | Liberty Wealth Management LLC | 27,230 | $8.29M | 1.3% | +33.7% | 0.040% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 3,483 | $1.06M | 0.1% | +15.8% | 0.005% | |
| 8/1/2025 | Brookwood Investment Group LLC | 3,893 | $1.19M | 0.2% | +133.0% | 0.006% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 6,988 | $2.13M | 0.1% | -0.9% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 5,889,620 | $1.79B | 0.5% | +43.6% | 8.655% | |
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| 7/31/2025 | Atlatl Advisers LLC | 1,593 | $485K | 0.2% | +12.2% | 0.002% | |
| 7/31/2025 | VestGen Investment Management | 1,109 | $338K | 0.2% | +33.0% | 0.002% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 4,695 | $1.43M | 0.6% | +10.0% | 0.007% | |
| 7/31/2025 | Interchange Capital Partners LLC | 3,878 | $1.18M | 0.3% | +53.6% | 0.006% | |
| 7/31/2025 | Brighton Jones LLC | 4,405 | $1.34M | 0.0% | +1.9% | 0.006% | |
| 7/31/2025 | TSA Wealth Managment LLC | 53,043 | $16.14M | 5.9% | +14.0% | 0.078% | |
| 7/31/2025 | BIP Wealth LLC | 1,046 | $318K | 0.0% | -4.3% | 0.002% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 2,015 | $614K | 0.0% | +122.7% | 0.003% | |
| 7/31/2025 | Northstar Asset Management Inc. | 1,397 | $425K | 0.1% | -19.2% | 0.002% | |
| 7/31/2025 | DDD Partners LLC | 714 | $217K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Opus Capital Group LLC | 6,657 | $2.03M | 0.2% | N/A | 0.010% | |
| 7/31/2025 | Carnegie Investment Counsel | 39,469 | $12.01M | 0.2% | +2.5% | 0.058% | |
| 7/30/2025 | KPP Advisory Services LLC | 7,804 | $2.38M | 0.4% | +11.4% | 0.011% | |
| 7/30/2025 | Strategic Blueprint LLC | 33,917 | $10.32M | 0.5% | +57.8% | 0.050% | |
| 7/30/2025 | Freedom Investment Management Inc. | 5,164 | $1.57M | 0.1% | +12.3% | 0.008% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 1,441 | $439K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 34,644 | $10.54M | 1.4% | -23.1% | 0.051% | |
| 7/30/2025 | Brookstone Capital Management | 18,494 | $5.63M | 0.1% | +48.8% | 0.027% | |
| 7/30/2025 | D.A. Davidson & CO. | 24,577 | $7.48M | 0.1% | +0.9% | 0.036% | |
| 7/30/2025 | DecisionMap Wealth Management LLC | 727 | $221K | 0.2% | N/A | 0.001% | |
| 7/30/2025 | LGT Financial Advisors LLC | 2,691 | $820K | 2.1% | +25.3% | 0.004% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 2,247 | $684K | 0.0% | +34.5% | 0.003% | |
| 7/30/2025 | Bogart Wealth LLC | 92 | $28K | 0.0% | +217.2% | 0.000% | |
| 7/30/2025 | Demars Financial Group LLC | 99,504 | $30.28M | 11.6% | -99.8% | 0.146% | |
| 7/30/2025 | Fiduciary Planning LLC | 30,426 | $9.26M | 3.1% | -6.0% | 0.045% | |
| 7/30/2025 | Crewe Advisors LLC | 973 | $296K | 0.0% | +4.3% | 0.001% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 38,444 | $11.70M | 4.7% | +48.9% | 0.056% | |
| 7/29/2025 | Stephens Inc. AR | 4,661 | $1.42M | 0.0% | -1.0% | 0.007% | |
| 7/29/2025 | Madison Wealth Partners Inc | 4,407 | $1.34M | 0.3% | +7.3% | 0.006% | |
| 7/29/2025 | Mezzasalma Advisors LLC | 8,385 | $2.55M | 0.8% | +12.2% | 0.012% | |
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| 7/29/2025 | Swmg LLC | 21,012 | $6.62M | 2.2% | +106.4% | 0.031% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 17,075 | $5.20M | 0.1% | +8.1% | 0.025% | |
| 7/29/2025 | Quotient Wealth Partners LLC | 14,038 | $4.27M | 0.1% | -9.3% | 0.021% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 776 | $236K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Foster & Motley Inc. | 716 | $218K | 0.0% | -24.1% | 0.001% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 16,409 | $4.99M | 0.1% | +330.8% | 0.024% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 700 | $213K | 0.0% | -33.3% | 0.001% | |
| 7/29/2025 | Private Trust Co. NA | 1,573 | $479K | 0.0% | +49.7% | 0.002% | |
| 7/29/2025 | Two West Capital Advisors LLC | 2,124 | $667K | 0.4% | +111.6% | 0.003% | |
| 7/29/2025 | Roof Eidam Maycock Peralta LLC | 45,059 | $13.71M | 3.4% | -3.9% | 0.066% | |
| 7/29/2025 | Hourglass Capital LLC | 1,200 | $365K | 0.1% | -45.0% | 0.002% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 20,074 | $6.11M | 1.0% | +51.3% | 0.029% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 1,683 | $512K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 8,884 | $2.70M | 0.2% | N/A | 0.013% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 25,442 | $7.74M | 1.7% | +1.3% | 0.037% | |
| 7/28/2025 | RCS Financial Planning LLC | 8,037 | $2.45M | 1.2% | +17.6% | 0.012% | |
| 7/28/2025 | Patten & Patten Inc. TN | 59,170 | $18.01M | 1.2% | -11.7% | 0.087% | |
| 7/28/2025 | Uptick Partners LLC | 5,747 | $1.75M | 0.5% | +9.6% | 0.008% | |
| 7/28/2025 | Interchange Capital Partners LLC | 376 | $114K | 0.1% | -85.1% | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 15,061 | $4.73M | 0.1% | +20.7% | 0.022% | |
| 7/28/2025 | Harbour Investments Inc. | 645 | $196K | 0.0% | +55.4% | 0.001% | |
| 7/28/2025 | Cypress Wealth Services LLC | 41,973 | $12.77M | 2.3% | +19.9% | 0.062% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 27,345 | $8.32M | 0.1% | -87.3% | 0.040% | |
| 7/28/2025 | Harbour Trust & Investment Management Co | 81,381 | $24.77M | 2.7% | +0.2% | 0.120% | |
| 7/28/2025 | RFG Advisory LLC | 6,879 | $2.09M | 0.0% | +10.1% | 0.010% | |
| 7/28/2025 | Perfromance Wealth Partners LLC | 726 | $221K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | NorthRock Partners LLC | 2,784 | $847K | 0.0% | +68.7% | 0.004% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 38,370 | $11.69M | 0.3% | -35.9% | 0.056% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 543,312 | $165.36M | 0.6% | +32.9% | 0.799% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,859 | $870K | 0.0% | +10.2% | 0.004% | |
| 7/25/2025 | Lion Street Advisors LLC | 1,344 | $409K | 0.1% | N/A | 0.002% | |
| 7/25/2025 | MGO One Seven LLC | 8,736 | $2.66M | 0.1% | N/A | 0.013% | |
| 7/25/2025 | ONE Advisory Partners LLC | 36,067 | $11.28M | 3.7% | +30.9% | 0.053% | |
| 7/25/2025 | Cypress Capital Group | 695 | $212K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Wells Financial Advisors INC | 696 | $212K | 0.3% | N/A | 0.001% | |
| 7/25/2025 | Leith Wheeler Investment Counsel Ltd. | 166,692 | $50.73M | 3.0% | +13,791.0% | 0.245% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 21,945 | $6.68M | 3.5% | +66.1% | 0.032% | |
| 7/25/2025 | CWM LLC | 511,639 | $155.72M | 0.5% | +23.2% | 0.752% | |
| 7/25/2025 | Means Investment CO. Inc. | 9,918 | $3.02M | 0.3% | N/A | 0.015% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 1,199 | $365K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 3,370 | $1.03M | 0.2% | +1.9% | 0.005% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 15,663 | $4.77M | 0.1% | +22.5% | 0.023% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 21,573 | $6.57M | 0.1% | -1.4% | 0.032% | |
| 7/25/2025 | Apollon Wealth Management LLC | 14,420 | $4.39M | 0.1% | +22.8% | 0.021% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 44,832 | $13.65M | 0.6% | +491.0% | 0.066% | |
| 7/25/2025 | Natural Investments LLC | 1,826 | $555K | 0.1% | N/A | 0.003% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 5,529 | $1.68M | 0.1% | -4.9% | 0.008% | |
| 7/24/2025 | JB Capital LLC | 191,196 | $58.19M | 2.8% | +56.4% | 0.281% | |
| 7/24/2025 | Blue Trust Inc. | 27,965 | $8.51M | 0.1% | +30.9% | 0.041% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 44,654 | $13.59M | 0.4% | +11.6% | 0.066% | |
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| 7/24/2025 | Endeavor Private Wealth Inc. | 10,181 | $3.10M | 1.5% | +55.6% | 0.015% | |
| 7/24/2025 | Certus Wealth Management LLC | 13,318 | $4.05M | 2.6% | +24.8% | 0.020% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 3,894 | $1.19M | 0.1% | -47.3% | 0.006% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 4,955 | $1.51M | 0.5% | N/A | 0.007% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 31,803 | $9.68M | 0.5% | +70.5% | 0.047% | |
| 7/24/2025 | Callan Family Office LLC | 4,330 | $1.32M | 0.0% | -5.8% | 0.006% | |
| 7/24/2025 | Blair William & Co. IL | 21,981 | $6.69M | 0.0% | -0.3% | 0.032% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 25,384 | $7.73M | 1.0% | -3.1% | 0.037% | |
| 7/24/2025 | US Bancorp DE | 94,402 | $28.73M | 0.0% | +23.5% | 0.139% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 21,104 | $6.42M | 0.4% | -0.6% | 0.031% | |
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