| 5/2/2025 | Sachetta LLC | 11,219 | $263K | 0.1% | -6.8% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 54,141 | $1.27M | 0.0% | +1.6% | 0.008% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 35,706 | $837K | 0.1% | -2.5% | 0.005% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 9,338 | $219K | 0.0% | +10.5% | 0.001% | |
| 5/2/2025 | Dravo Bay LLC | 10,673 | $250K | 0.1% | -27.7% | 0.002% | |
| 5/2/2025 | Allen Capital Group LLC | 66,685 | $1.56M | 0.2% | +9.3% | 0.010% | |
| 5/2/2025 | Stevens Capital Partners | 190,345 | $4.46M | 2.1% | +19.6% | 0.028% | |
| 5/2/2025 | DecisionPoint Financial LLC | 5,037 | $118K | 0.0% | +949.4% | 0.001% | |
| 5/2/2025 | BIP Wealth LLC | 16,713 | $392K | 0.0% | +5.0% | 0.002% | |
| 5/2/2025 | Larson Financial Group LLC | 103,857 | $2.43M | 0.1% | -10.5% | 0.015% | |
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| 5/2/2025 | Wealthfront Advisers LLC | 170,010 | $3.98M | 0.0% | +20.6% | 0.025% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 291,675 | $6.83M | 0.2% | -1.7% | 0.042% | |
| 5/2/2025 | Whittier Trust Co. | 308,695 | $7.23M | 0.1% | -0.9% | 0.045% | |
| 5/2/2025 | Firestone Capital Management | 87,710 | $2.06M | 0.5% | +2.8% | 0.013% | |
| 5/2/2025 | Dakota Wealth Management | 77,074 | $1.81M | 0.0% | -8.9% | 0.011% | |
| 5/2/2025 | Apollon Wealth Management LLC | 122,715 | $2.88M | 0.1% | -2.1% | 0.018% | |
| 5/2/2025 | Prepared Retirement Institute LLC | 14,557 | $341K | 0.2% | -4.4% | 0.002% | |
| 5/2/2025 | Arcadia Investment Advisors LLC | 60,305 | $1.41M | 0.8% | -4.0% | 0.009% | |
| 5/2/2025 | Bogart Wealth LLC | 40,718 | $954K | 0.0% | -50.3% | 0.006% | |
| 5/2/2025 | Sigma Planning Corp | 8,763 | $205K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 17,177 | $402K | 0.0% | -32.8% | 0.003% | |
| 5/1/2025 | Bleakley Financial Group LLC | 249,209 | $5.84M | 0.2% | +2.1% | 0.036% | |
| 5/1/2025 | Oldfather Financial Services LLC | 44,574 | $1.04M | 0.4% | +6.5% | 0.006% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 51,720 | $1.21M | 0.1% | N/A | 0.008% | |
| 5/1/2025 | Berkeley Inc | 18,717 | $439K | 0.2% | -11.9% | 0.003% | |
| 5/1/2025 | Asset Dedication LLC | 259,290 | $6.08M | 0.5% | -0.6% | 0.038% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 99,858 | $2.34M | 1.5% | +89.2% | 0.015% | |
| 5/1/2025 | Woodside Wealth Management LLC | 1,786 | $42K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | CWM LLC | 225,592 | $5.29M | 0.0% | -5.0% | 0.033% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 1,243,442 | $29.13M | 5.7% | -0.2% | 0.181% | |
| 5/1/2025 | TruNorth Capital Management LLC | 732,525 | $17.16M | 4.3% | +6.8% | 0.107% | |
| 5/1/2025 | Westmount Partners LLC | 44,473 | $1.04M | 0.3% | +56.0% | 0.006% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 48,730 | $1.14M | 0.1% | -2.5% | 0.007% | |
| 5/1/2025 | Nikulski Financial Inc. | 180,892 | $4.24M | 1.3% | +0.8% | 0.026% | |
| 5/1/2025 | Northwest Capital Management Inc | 49,258 | $1.15M | 0.5% | -11.6% | 0.007% | |
| 5/1/2025 | Kathmere Capital Management LLC | 10,849 | $254K | 0.0% | +5.8% | 0.002% | |
| 5/1/2025 | Family Firm Inc. | 109,446 | $2.56M | 0.6% | -1.1% | 0.016% | |
| 5/1/2025 | Riversedge Advisors LLC | 293,045 | $6.87M | 1.5% | -54.6% | 0.043% | |
| 5/1/2025 | American Financial Advisors LLC | 375,811 | $8.81M | 1.3% | -2.4% | 0.055% | |
| 5/1/2025 | Fulcrum Equity Management | 38,705 | $907K | 1.0% | -1.7% | 0.006% | |
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| 5/1/2025 | Omega Financial Group LLC | 44,651 | $1.05M | 0.4% | -9.8% | 0.006% | |
| 5/1/2025 | Fifth Third Securities Inc. | 198,630 | $4.65M | 0.4% | +2.5% | 0.029% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 746,505 | $17.49M | 5.5% | -3.7% | 0.109% | |
| 5/1/2025 | Diversify Wealth Management LLC | 308,104 | $7.07M | 0.5% | +4.5% | 0.045% | |
| 5/1/2025 | Fonville Wealth Management LLC | 48,838 | $1.12M | 0.3% | -4.7% | 0.007% | |
| 4/30/2025 | Luminvest Wealth Management LLC | 26,063 | $611K | 0.3% | -2.7% | 0.004% | |
| 4/30/2025 | Joseph Group Capital Management | 45,833 | $1.07M | 0.4% | -5.6% | 0.007% | |
| 4/30/2025 | FIDELIS iM LLC | 728,939 | $17.08M | 7.9% | -4.6% | 0.106% | |
| 4/30/2025 | Sharkey Howes & Javer | 9,357 | $219K | 0.0% | -30.5% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 4,783,873 | $112.09M | 0.2% | +2.9% | 0.696% | |
| 4/30/2025 | Phillips Financial Management LLC | 114,074 | $2.67M | 0.2% | -1.9% | 0.017% | |
| 4/30/2025 | Vision Capital Management Inc. | 114,625 | $2.69M | 0.4% | -0.8% | 0.017% | |
| 4/30/2025 | Code Waechter LLC | 95,764 | $2.24M | 1.8% | +15.9% | 0.014% | |
| 4/30/2025 | Round Rock Advisors LLC | 11,712 | $274K | 0.1% | -57.8% | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 236,718 | $5.39M | 0.0% | +87.2% | 0.034% | |
| 4/30/2025 | Capital Insight Partners LLC | 113,653 | $2.66M | 0.5% | -15.2% | 0.017% | |
| 4/30/2025 | Leavell Investment Management Inc. | 107,802 | $2.53M | 0.1% | -4.7% | 0.016% | |
| 4/30/2025 | Gordian Advisors LLC | 148,881 | $3.49M | 2.8% | -1.2% | 0.022% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 23,719 | $556K | 0.2% | -2.4% | 0.003% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 42,428 | $994K | 0.2% | N/A | 0.006% | |
| 4/30/2025 | LTG Capital LLC | 64,059 | $1.50M | 1.4% | -0.7% | 0.009% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 73,800 | $1.73M | 0.1% | -16.1% | 0.011% | |
| 4/30/2025 | Stratos Investment Management LLC | 11,768 | $276K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Black Diamond Financial LLC | 270,716 | $6.34M | 1.0% | -3.5% | 0.039% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 18,809 | $441K | 0.0% | -46.1% | 0.003% | |
| 4/30/2025 | Capital Management Associates Inc | 42,078 | $986K | 0.2% | +100.5% | 0.006% | |
| 4/29/2025 | Fairway Wealth LLC | 5,404 | $127K | 0.0% | +46.6% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 23,693 | $555K | 0.0% | -9.8% | 0.003% | |
| 4/29/2025 | Pacific Point Advisors LLC | 20,000 | $469K | 0.3% | N/A | 0.003% | |
| 4/29/2025 | Sightline Wealth Advisors LLC | 380,429 | $8.91M | 4.7% | +2.8% | 0.055% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 24,234 | $568K | 0.1% | -8.6% | 0.004% | |
| 4/29/2025 | Financial Counselors Inc. | 329,777 | $7.73M | 0.1% | +0.8% | 0.048% | |
| 4/29/2025 | Cooksen Wealth LLC | 13,361 | $313K | 0.3% | -35.1% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 7,663 | $180K | 0.0% | +56.9% | 0.001% | |
| 4/29/2025 | Apex Wealth Management LLC | 26,647 | $624K | 0.6% | +4.6% | 0.004% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,488,801 | $81.74M | 0.0% | -44.7% | 0.508% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 12,619 | $296K | 0.1% | +17.7% | 0.002% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 8,865 | $207K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Chilton Capital Management LLC | 207,429 | $4.86M | 0.2% | -2.0% | 0.030% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 5,933 | $139K | 0.0% | -34.0% | 0.001% | |
| 4/29/2025 | Whelan Financial | 72,844 | $1.71M | 0.7% | -1.9% | 0.011% | |
| 4/29/2025 | Fairway Financial LLC | 13,535 | $317K | 0.3% | +16.4% | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 240,577 | $5.64M | 0.0% | +15.5% | 0.035% | |
| 4/29/2025 | World Investment Advisors | 28,732 | $673K | 0.0% | -20.9% | 0.004% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,596 | $37K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,343 | $125K | 0.0% | +27.4% | 0.001% | |
| 4/29/2025 | Columbia River Financial Group LLC | 1,270 | $29K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 294,525 | $6.90M | 2.9% | +0.4% | 0.043% | |
| 4/29/2025 | Element Wealth LLC | 111,128 | $2.60M | 1.4% | -2.1% | 0.016% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 438,332 | $10.27M | 0.1% | -23.4% | 0.064% | |
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| 4/29/2025 | Avantax Planning Partners Inc. | 25,147 | $589K | 0.0% | -2.5% | 0.004% | |
| 4/29/2025 | Courage Miller Partners LLC | 347,080 | $8.13M | 2.8% | +4.1% | 0.051% | |
| 4/29/2025 | Values Added Financial LLC | 124,943 | $2.93M | 1.6% | -5.6% | 0.018% | |
| 4/28/2025 | Castle Wealth Management LLC | 9,758 | $229K | 0.1% | -11.1% | 0.001% | |
| 4/28/2025 | Summit Place Financial Advisors LLC | 53,750 | $1.26M | 0.7% | +6.5% | 0.008% | |
| 4/28/2025 | D.A. Davidson & CO. | 10,090 | $236K | 0.0% | +5.7% | 0.001% | |
| 4/28/2025 | Mutual Advisors LLC | 24,543 | $558K | 0.0% | -3.4% | 0.004% | |
| 4/28/2025 | Meritage Portfolio Management | 19,484 | $457K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 154,595 | $3.62M | 0.4% | -0.7% | 0.023% | |
| 4/28/2025 | First Horizon Advisors Inc. | 2,589 | $61K | 0.0% | +61.6% | 0.000% | |
