| 8/12/2025 | J.W. Cole Advisors Inc. | 13,416 | $571K | 0.0% | +4.7% | 0.012% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 61,125 | $2.60M | 0.0% | -46.5% | 0.057% | |
| 8/12/2025 | Shakespeare Wealth Management LLC | 50,557 | $2.15M | 0.6% | -11.9% | 0.047% | |
| 8/12/2025 | American Century Companies Inc. | 59,605 | $2.54M | 0.0% | +156.7% | 0.055% | |
| 8/12/2025 | Aspiring Ventures LLC | 6,887 | $293K | 0.1% | -12.7% | 0.006% | |
| 8/12/2025 | AlphaCore Capital LLC | 3,241 | $138K | 0.0% | +900.3% | 0.003% | |
| 8/12/2025 | Franklin Resources Inc. | 3,420 | $146K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | MAI Capital Management | 38,025 | $1.62M | 0.0% | +56.1% | 0.035% | |
| 8/12/2025 | JPMorgan Chase & Co. | 12,199 | $520K | 0.0% | +13.4% | 0.011% | |
| 8/12/2025 | Howe & Rusling Inc. | 1,290 | $55K | 0.0% | +737.7% | 0.001% | |
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| 8/11/2025 | North Forty Two & Co. | 4,917 | $209K | 0.2% | N/A | 0.005% | |
| 8/11/2025 | Aspen Investment Management Inc | 20,278 | $864K | 0.4% | +2.5% | 0.019% | |
| 8/11/2025 | Traub Capital Management LLC | 800 | $34K | 0.0% | N/A | 0.001% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 4,715 | $201K | 0.0% | -12.4% | 0.004% | |
| 8/11/2025 | Rockbridge Investment Management LCC | 337,525 | $14.38M | 1.5% | -4.6% | 0.313% | |
| 8/11/2025 | Johnson Financial Group LLC | 765,246 | $32.59M | 3.1% | -12.9% | 0.710% | |
| 8/11/2025 | Bell Investment Advisors Inc | 102,535 | $4.37M | 0.8% | -3.3% | 0.095% | |
| 8/8/2025 | Tortoise Investment Management LLC | 346,215 | $14.75M | 1.4% | +0.7% | 0.321% | |
| 8/8/2025 | Keyvantage Wealth LLC | 146,095 | $6.22M | 2.8% | +4.6% | 0.136% | |
| 8/8/2025 | Cetera Investment Advisers | 213,204 | $9.08M | 0.0% | -3.2% | 0.198% | |
| 8/8/2025 | Creative Planning | 1,233,008 | $52.51M | 0.0% | -5.4% | 1.144% | |
| 8/8/2025 | Empower Advisory Group LLC | 6,857 | $292K | 0.0% | +9.7% | 0.006% | |
| 8/8/2025 | Omega Financial Group LLC | 14,258 | $607K | 0.2% | -3.9% | 0.013% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,509,236 | $64.28M | 0.0% | -41.0% | 1.400% | |
| 8/8/2025 | JFG Wealth Management LLC | 393,203 | $16.75M | 3.5% | -4.8% | 0.365% | |
| 8/8/2025 | eCIO Inc. | 20,879 | $889K | 0.4% | -16.9% | 0.019% | |
| 8/7/2025 | Fund Evaluation Group LLC | 143,811 | $6.13M | 0.2% | -7.4% | 0.133% | |
| 8/7/2025 | CENTRAL TRUST Co | 43,355 | $1.85M | 0.0% | -13.5% | 0.040% | |
| 8/7/2025 | Nwam LLC | 19,230 | $819K | 0.1% | +125.1% | 0.018% | |
| 8/7/2025 | Vise Technologies Inc. | 374,149 | $15.94M | 0.7% | N/A | 0.347% | |
| 8/7/2025 | Allworth Financial LP | 7,721 | $329K | 0.0% | -10.2% | 0.007% | |
| 8/7/2025 | King Luther Capital Management Corp | 83,960 | $3.58M | 0.0% | N/A | 0.078% | |
| 8/7/2025 | Fonville Wealth Management LLC | 35,660 | $1.52M | 0.4% | -3.3% | 0.033% | |
| 8/7/2025 | Future Fund LLC | 20,633 | $879K | 0.4% | N/A | 0.019% | |
| 8/7/2025 | CSM Advisors LLC | 391,600 | $16.68M | 0.5% | N/A | 0.363% | |
| 8/6/2025 | AE Wealth Management LLC | 7,326 | $312K | 0.0% | -5.4% | 0.007% | |
| 8/6/2025 | Rialto Wealth Management LLC | 183,578 | $7.82M | 2.2% | -5.0% | 0.170% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 38,534 | $1.64M | 0.3% | +13.0% | 0.036% | |
| 8/6/2025 | Savant Capital LLC | 2,326,906 | $99.10M | 0.6% | -7.9% | 2.159% | |
| 8/6/2025 | Texas Yale Capital Corp. | 73,658 | $3.14M | 0.1% | +8.7% | 0.068% | |
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| 8/6/2025 | Modera Wealth Management LLC | 53,776 | $2.29M | 0.0% | -1.8% | 0.050% | |
| 8/6/2025 | HORAN Wealth LLC | 41,409 | $1.76M | 0.5% | N/A | 0.038% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 936 | $40K | 0.0% | N/A | 0.001% | |
| 8/5/2025 | Beckerman Institutional LLC | 41,755 | $1.78M | 1.2% | +11.2% | 0.039% | |
| 8/5/2025 | American Capital Advisory LLC | 4,063 | $173K | 0.1% | +95.2% | 0.004% | |
| 8/5/2025 | Access Investment Management LLC | 2,000 | $85K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | Bank of Montreal Can | 21,484 | $915K | 0.0% | +1.1% | 0.020% | |
| 8/5/2025 | Mission Wealth Management LP | 169,321 | $7.21M | 0.2% | +3.9% | 0.157% | |
| 8/5/2025 | TIAA Trust National Association | 3,421,181 | $145.71M | 0.4% | +68.3% | 3.174% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 470,749 | $20.05M | 0.9% | -0.8% | 0.437% | |
| 8/5/2025 | Marshall Financial Group Inc. ADV | 20,339 | $866K | 0.3% | -1.2% | 0.019% | |
| 8/5/2025 | Sensible Money LLC | 5,315 | $226K | 0.1% | N/A | 0.005% | |
| 8/4/2025 | Earned Wealth Advisors LLC | 9,837 | $419K | 0.1% | -16.8% | 0.009% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 80,545 | $3.43M | 0.1% | +6.3% | 0.075% | |
| 8/4/2025 | World Investment Advisors | 91,887 | $3.91M | 0.1% | -0.5% | 0.085% | |
| 8/1/2025 | Oarsman Capital Inc. | 29,170 | $1.24M | 0.2% | +5.7% | 0.027% | |
| 8/1/2025 | Motco | 9,432 | $400K | 0.0% | -30.0% | 0.009% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 37,946 | $1.62M | 0.8% | -0.6% | 0.035% | |
| 8/1/2025 | Fort Vancouver Investment Management LLC | 182,971 | $7.79M | 5.3% | +1.1% | 0.170% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 697,217 | $29.69M | 0.0% | -54.8% | 0.647% | |
| 7/31/2025 | Schoolcraft Capital LLC | 10,571 | $450K | 0.1% | -3.9% | 0.010% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 29,538 | $1.26M | 0.1% | +16.6% | 0.027% | |
| 7/31/2025 | CVA Family Office LLC | 1,659 | $71K | 0.0% | -29.9% | 0.002% | |
| 7/31/2025 | Guardian Financial Partners LLC | 33,857 | $1.44M | 0.6% | +10.4% | 0.031% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 126,108 | $5.37M | 2.1% | -5.4% | 0.117% | |
| 7/30/2025 | White Lighthouse Investment Management Inc. | 6,873 | $293K | 0.0% | -5.4% | 0.006% | |
| 7/30/2025 | Parcion Private Wealth LLC | 5,139 | $219K | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Divergent Planning LLC | 130,904 | $5.56M | 1.0% | N/A | 0.121% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 40,373 | $1.72M | 0.0% | -9.0% | 0.037% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 11,215 | $478K | 0.1% | -4.4% | 0.010% | |
| 7/29/2025 | Private Wealth Management Group LLC | 11,779 | $502K | 0.2% | -6.0% | 0.011% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 42,373 | $1.81M | 0.5% | +6.9% | 0.039% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 17,016 | $725K | 0.5% | -2.6% | 0.016% | |
| 7/29/2025 | Aire Advisors LLC | 65,680 | $2.80M | 0.5% | -0.4% | 0.061% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 10,636 | $453K | 0.2% | -4.4% | 0.010% | |
| 7/28/2025 | Ritholtz Wealth Management | 11,770 | $501K | 0.0% | N/A | 0.011% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 79,105 | $3.37M | 1.3% | +1.0% | 0.073% | |
| 7/25/2025 | Northwest Capital Management Inc | 13,090 | $557K | 0.3% | -54.9% | 0.012% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 15,290 | $651K | 0.0% | -15.5% | 0.014% | |
| 7/25/2025 | St. Louis Trust Co | 83,403 | $3.55M | 0.5% | +4.3% | 0.077% | |
| 7/25/2025 | CWM LLC | 36,962 | $1.57M | 0.0% | -16.8% | 0.034% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 11,123 | $474K | 0.0% | +37.8% | 0.010% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 9,169 | $391K | 0.0% | +59.3% | 0.009% | |
| 7/25/2025 | PrairieView Partners LLC | 204,064 | $8.69M | 0.8% | +13.0% | 0.189% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 5,490 | $234K | 0.2% | -14.1% | 0.005% | |
| 7/24/2025 | Brucke Financial Inc. | 108,578 | $4.62M | 3.2% | -2.6% | 0.101% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 4,753 | $202K | 0.1% | N/A | 0.004% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 75,592 | $3.22M | 1.0% | +2.8% | 0.070% | |
| 7/24/2025 | IFP Advisors Inc | 17,330 | $738K | 0.0% | +31.2% | 0.016% | |
| 7/24/2025 | Blair William & Co. IL | 5,093 | $217K | 0.0% | +148.2% | 0.005% | |
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| 7/23/2025 | Peak Financial Management Inc. | 17,399 | $741K | 0.2% | -6.4% | 0.016% | |
| 7/23/2025 | Valmark Advisers Inc. | 136,723 | $5.82M | 0.1% | +4.1% | 0.127% | |
| 7/23/2025 | Colony Family Offices LLC | 58,300 | $2.48M | 0.6% | +22.7% | 0.054% | |
| 7/23/2025 | Godsey & Gibb Inc. | 928 | $40K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 144,189 | $6.14M | 0.1% | +0.6% | 0.134% | |
| 7/22/2025 | Belpointe Asset Management LLC | 13,450 | $573K | 0.0% | -46.3% | 0.012% | |
| 7/22/2025 | Valley National Advisers Inc. | 87,332 | $3.72M | 0.6% | -11.4% | 0.081% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 6,336 | $270K | 0.1% | -29.0% | 0.006% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 27,771 | $1.18M | 0.6% | -3.5% | 0.026% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 14,525 | $619K | 0.0% | -3.6% | 0.013% | |
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