| 5/2/2025 | Sachetta LLC | 17,762 | $490K | 0.2% | -3.5% | 0.005% | |
| 5/2/2025 | Armor Investment Advisors LLC | 134,270 | $3.70M | 1.5% | +3.4% | 0.039% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 10,803 | $298K | 0.0% | +4.8% | 0.003% | |
| 5/2/2025 | Bailard Inc. | 54,174 | $1.49M | 0.0% | +3.7% | 0.016% | |
| 5/2/2025 | Allen Capital Group LLC | 54,205 | $1.49M | 0.2% | +3.2% | 0.016% | |
| 5/2/2025 | BIP Alliance LLC | 21,806 | $601K | 0.3% | -60.1% | 0.006% | |
| 5/2/2025 | James Investment Research Inc. | 24,372 | $672K | 0.1% | +105.3% | 0.007% | |
| 5/2/2025 | Larson Financial Group LLC | 6,317 | $174K | 0.0% | -30.1% | 0.002% | |
| 5/2/2025 | Wealthfront Advisers LLC | 16,874 | $465K | 0.0% | +10.0% | 0.005% | |
| 5/2/2025 | Pinkerton Retirement Specialists LLC | 110,104 | $3.04M | 0.4% | +13.3% | 0.032% | |
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| 5/2/2025 | Whittier Trust Co. | 58,131 | $1.60M | 0.0% | -3.5% | 0.017% | |
| 5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 55,888 | $1.54M | 0.5% | -5.1% | 0.016% | |
| 5/2/2025 | Firestone Capital Management | 28,553 | $787K | 0.2% | -2.0% | 0.008% | |
| 5/2/2025 | Dakota Wealth Management | 50,041 | $1.38M | 0.0% | -2.9% | 0.015% | |
| 5/2/2025 | Apollon Wealth Management LLC | 105,086 | $2.90M | 0.1% | +1.7% | 0.031% | |
| 5/2/2025 | Bogart Wealth LLC | 132,776 | $3.66M | 0.2% | +20.8% | 0.039% | |
| 5/2/2025 | Sigma Planning Corp | 25,827 | $712K | 0.0% | +1.9% | 0.008% | |
| 5/2/2025 | Signaturefd LLC | 17,315 | $477K | 0.0% | -3.7% | 0.005% | |
| 5/1/2025 | Oldfather Financial Services LLC | 14,072 | $388K | 0.1% | +6.6% | 0.004% | |
| 5/1/2025 | Asset Dedication LLC | 22,278 | $614K | 0.0% | -49.7% | 0.007% | |
| 5/1/2025 | CWM LLC | 109,522 | $3.02M | 0.0% | +42.3% | 0.032% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 1,051,080 | $28.98M | 5.7% | +1.3% | 0.309% | |
| 5/1/2025 | Alaska Wealth Advisors | 24,892 | $686K | 0.1% | +3.2% | 0.007% | |
| 5/1/2025 | TruNorth Capital Management LLC | 345,328 | $9.52M | 2.4% | +5.1% | 0.101% | |
| 5/1/2025 | Westmount Partners LLC | 27,508 | $758K | 0.2% | N/A | 0.008% | |
| 5/1/2025 | Curtis Advisory Group LLC | 75,570 | $2.08M | 0.6% | +395.4% | 0.022% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 16,128 | $445K | 0.3% | +4.6% | 0.005% | |
| 5/1/2025 | Northwest Capital Management Inc | 96,505 | $2.66M | 1.1% | +53.6% | 0.028% | |
| 5/1/2025 | Kathmere Capital Management LLC | 94,491 | $2.61M | 0.2% | -4.7% | 0.028% | |
| 5/1/2025 | Ballentine Partners LLC | 708,813 | $19.54M | 0.3% | -0.9% | 0.208% | |
| 5/1/2025 | Fortem Financial Group LLC | 9,595 | $265K | 0.1% | +5.7% | 0.003% | |
| 5/1/2025 | Omega Financial Group LLC | 100,997 | $2.78M | 1.1% | -7.1% | 0.030% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 80,047 | $2.21M | 0.7% | -3.9% | 0.024% | |
| 4/30/2025 | FIDELIS iM LLC | 127,063 | $3.50M | 1.6% | +26.3% | 0.037% | |
| 4/30/2025 | Cerity Partners LLC | 873,881 | $24.09M | 0.0% | +0.6% | 0.257% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 13,916 | $384K | 0.3% | N/A | 0.004% | |
| 4/30/2025 | Code Waechter LLC | 8,173 | $225K | 0.2% | N/A | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 65,760 | $1.81M | 0.0% | -8.8% | 0.019% | |
| 4/30/2025 | Leavell Investment Management Inc. | 96,827 | $2.67M | 0.1% | +2.6% | 0.028% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 52,627 | $1.45M | 0.0% | -19.1% | 0.015% | |
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| 4/30/2025 | Peterson Wealth Advisors LLC | 9,444 | $260K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Opus Capital Group LLC | 52,792 | $1.46M | 0.2% | -14.5% | 0.015% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 16,824 | $464K | 0.0% | +12.8% | 0.005% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 7,800 | $215K | 0.0% | -25.3% | 0.002% | |
| 4/30/2025 | Brown Advisory Inc. | 22,680 | $625K | 0.0% | +6.7% | 0.007% | |
| 4/29/2025 | Sightline Wealth Advisors LLC | 145,328 | $4.01M | 2.1% | +5.5% | 0.043% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 11,761 | $324K | 0.1% | -18.8% | 0.003% | |
| 4/29/2025 | Callan Capital LLC | 277,822 | $7.66M | 0.6% | -1.2% | 0.082% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,277,604 | $62.79M | 0.0% | -2.3% | 0.669% | |
| 4/29/2025 | Fund Evaluation Group LLC | 931,410 | $25.68M | 1.1% | +86.3% | 0.273% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 91,125 | $2.51M | 0.7% | +2.5% | 0.027% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 488,784 | $13.48M | 5.0% | +1.3% | 0.144% | |
| 4/29/2025 | Capital Planning LLC | 18,555 | $512K | 0.1% | N/A | 0.005% | |
| 4/29/2025 | Sierra Ocean LLC | 272,821 | $7.52M | 5.9% | +6.3% | 0.080% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 6,079 | $168K | 0.0% | +59.6% | 0.002% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 20,271 | $559K | 0.0% | +65.3% | 0.006% | |
| 4/29/2025 | Fairway Financial LLC | 154,057 | $4.25M | 3.9% | +2.6% | 0.045% | |
| 4/29/2025 | Bank of New York Mellon Corp | 98,543 | $2.72M | 0.0% | +7.5% | 0.029% | |
| 4/29/2025 | World Investment Advisors | 60,240 | $1.66M | 0.0% | +43.0% | 0.018% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 37,765 | $1.04M | 0.1% | +133.1% | 0.011% | |
| 4/29/2025 | Element Wealth LLC | 32,280 | $890K | 0.5% | -1.6% | 0.009% | |
| 4/29/2025 | Strategic Blueprint LLC | 28,634 | $789K | 0.0% | +7.2% | 0.008% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 50,477 | $1.39M | 0.0% | -13.4% | 0.015% | |
| 4/29/2025 | SimpliFi Inc. | 13,635 | $376K | 0.2% | +34.7% | 0.004% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 10,481 | $289K | 0.0% | -21.2% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 45,995 | $1.27M | 0.1% | +8.6% | 0.014% | |
| 4/29/2025 | Courage Miller Partners LLC | 222,293 | $6.13M | 2.1% | +1.6% | 0.065% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 18,023 | $497K | 0.2% | -30.5% | 0.005% | |
| 4/29/2025 | Values Added Financial LLC | 26,415 | $728K | 0.4% | +82.3% | 0.008% | |
| 4/28/2025 | Mutual Advisors LLC | 86,062 | $2.36M | 0.1% | +11.7% | 0.025% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 21,448 | $591K | 0.1% | -11.1% | 0.006% | |
| 4/28/2025 | Sebold Capital Management Inc. | 37,980 | $1.05M | 0.7% | -4.0% | 0.011% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 13,988 | $386K | 0.1% | +5.7% | 0.004% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 1,138 | $31K | 0.0% | -64.1% | 0.000% | |
| 4/28/2025 | American Capital Advisory LLC | 2,445 | $67K | 0.0% | -30.7% | 0.001% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 17,560 | $484K | 0.1% | +41.6% | 0.005% | |
| 4/28/2025 | Klingenstein Fields & Co. LP | 490,494 | $13.52M | 0.6% | -1.4% | 0.144% | |
| 4/28/2025 | Arbor Trust Wealth Advisors LLC | 13,758 | $379K | 0.2% | -7.5% | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 3,379 | $93K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Von Berge Wealth Management Group LLC | 50,176 | $1.38M | 0.9% | -7.0% | 0.015% | |
| 4/28/2025 | RKL Wealth Management LLC | 259,626 | $7.16M | 0.7% | -10.5% | 0.076% | |
| 4/28/2025 | Rovin Capital UT ADV | 39,841 | $1.10M | 0.4% | +4.5% | 0.012% | |
| 4/25/2025 | Mather Group LLC. | 2,113,788 | $58.28M | 0.7% | +5.6% | 0.621% | |
| 4/25/2025 | Red Tortoise LLC | 324,192 | $8.94M | 4.6% | -2.6% | 0.095% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 30,736 | $847K | 0.1% | +1.2% | 0.009% | |
| 4/25/2025 | Red Door Wealth Management LLC | 10,616 | $293K | 0.0% | N/A | 0.003% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 315,961 | $8.71M | 2.6% | -1.7% | 0.093% | |
| 4/25/2025 | Valley National Advisers Inc. | 137,258 | $3.78M | 0.7% | +14.1% | 0.040% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 13,789 | $372K | 0.0% | -7.2% | 0.004% | |
| 4/25/2025 | Sollinda Capital Management LLC | 50,080 | $1.38M | 0.4% | +18.7% | 0.015% | |
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| 4/25/2025 | BCK Partners Inc. | 101,729 | $2.81M | 1.8% | +2.7% | 0.030% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 48,996 | $1.35M | 0.9% | -2.7% | 0.014% | |
| 4/24/2025 | Golden State Wealth Management LLC | 20,272 | $559K | 0.1% | -17.3% | 0.006% | |
| 4/24/2025 | Sunbelt Securities Inc. | 108,463 | $2.99M | 0.3% | -0.6% | 0.032% | |
| 4/24/2025 | TPG Advisors LLC | 69,066 | $1.90M | 1.5% | +7.0% | 0.020% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 37,642 | $1.04M | 0.6% | +3.0% | 0.011% | |
| 4/24/2025 | Reston Wealth Management LLC | 20,135 | $555K | 0.2% | -34.6% | 0.006% | |
| 4/24/2025 | ZynergyRetirementPlanningLLC | 112,755 | $3.00M | 2.1% | -1.0% | 0.033% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 145,202 | $4.00M | 0.1% | +9.8% | 0.043% | |
| 4/24/2025 | Victrix Investment Advisors | 17,711 | $471K | 0.2% | N/A | 0.005% | |
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