| 8/8/2025 | Tortoise Investment Management LLC | 520,883 | $11.02M | 1.1% | -2.9% | 0.137% | |
| 8/8/2025 | Firestone Capital Management | 433,000 | $9.16M | 2.2% | -2.0% | 0.114% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 34,060 | $721K | 0.0% | +4.1% | 0.009% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 92,612 | $1.96M | 0.0% | -2.8% | 0.024% | |
| 8/8/2025 | Cetera Investment Advisers | 212,355 | $4.49M | 0.0% | +5.0% | 0.056% | |
| 8/8/2025 | Creative Planning | 22,634,627 | $478.95M | 0.4% | -3.3% | 5.956% | |
| 8/8/2025 | WealthShield Partners LLC | 33,854 | $716K | 0.1% | +1.9% | 0.009% | |
| 8/8/2025 | Meridian Wealth Management LLC | 11,424 | $242K | 0.0% | N/A | 0.003% | |
| 8/8/2025 | Empower Advisory Group LLC | 62,823 | $1.33M | 0.0% | +3.6% | 0.017% | |
| 8/8/2025 | Omega Financial Group LLC | 198,979 | $4.21M | 1.5% | -3.3% | 0.052% | |
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| 8/8/2025 | Bailard Inc. | 23,974 | $507K | 0.0% | -4.4% | 0.006% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 788,285 | $16.68M | 0.0% | -4.0% | 0.207% | |
| 8/8/2025 | JFG Wealth Management LLC | 32,330 | $684K | 0.1% | -5.4% | 0.009% | |
| 8/7/2025 | Fund Evaluation Group LLC | 38,294 | $810K | 0.0% | N/A | 0.010% | |
| 8/7/2025 | Cascade Financial Partners LLC | 93,169 | $1.97M | 0.2% | -2.0% | 0.025% | |
| 8/7/2025 | CENTRAL TRUST Co | 11,039 | $234K | 0.0% | +112.9% | 0.003% | |
| 8/7/2025 | Vise Technologies Inc. | 381,474 | $8.07M | 0.3% | N/A | 0.100% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 27,199 | $576K | 0.1% | -8.9% | 0.007% | |
| 8/7/2025 | Allworth Financial LP | 25,925 | $549K | 0.0% | -27.3% | 0.007% | |
| 8/7/2025 | Ascension Capital Advisors Inc. | 11,244 | $238K | 0.1% | -10.0% | 0.003% | |
| 8/7/2025 | Winthrop Capital Management LLC | 42,110 | $891K | 0.2% | -5.1% | 0.011% | |
| 8/7/2025 | Midwest Trust Co | 130,837 | $2.77M | 0.0% | N/A | 0.034% | |
| 8/7/2025 | Brio Consultants LLC | 98,645 | $2.09M | 0.3% | -4.5% | 0.026% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 37,928 | $803K | 0.1% | +20.2% | 0.010% | |
| 8/6/2025 | Bensler LLC | 11,457 | $242K | 0.0% | -38.8% | 0.003% | |
| 8/6/2025 | Valued Wealth Advisors LLC | 27,149 | $574K | 0.3% | +30.8% | 0.007% | |
| 8/6/2025 | AE Wealth Management LLC | 4,304 | $91K | 0.0% | -18.9% | 0.001% | |
| 8/6/2025 | Rialto Wealth Management LLC | 12,607 | $267K | 0.1% | +9.3% | 0.003% | |
| 8/6/2025 | Grey Fox Wealth Advisors LLC | 24,465 | $518K | 0.1% | -6.0% | 0.006% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 32,829 | $695K | 0.1% | -15.5% | 0.009% | |
| 8/6/2025 | Savant Capital LLC | 15,275 | $323K | 0.0% | +59.9% | 0.004% | |
| 8/6/2025 | Texas Yale Capital Corp. | 138,971 | $2.94M | 0.1% | +5.3% | 0.037% | |
| 8/5/2025 | Wakefield Asset Management LLLP | 32,780 | $694K | 0.2% | +2.6% | 0.009% | |
| 8/5/2025 | Elm Partners Management LLC | 345,732 | $7.32M | 0.4% | -28.1% | 0.091% | |
| 8/5/2025 | Regal Partners Ltd | 11,651 | $247K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | Roble Belko & Company Inc | 38,714 | $819K | 0.1% | -31.0% | 0.010% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 15,071 | $319K | 0.0% | +12.7% | 0.004% | |
| 8/4/2025 | IFG Advisory LLC | 11,336 | $240K | 0.0% | +13.3% | 0.003% | |
| 8/4/2025 | REDW Wealth LLC | 12,401 | $262K | 0.1% | -40.7% | 0.003% | |
| 8/4/2025 | Assetmark Inc. | 2,481 | $52K | 0.0% | -53.2% | 0.001% | |
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| 8/4/2025 | HBK Sorce Advisory LLC | 19,269 | $408K | 0.0% | -51.2% | 0.005% | |
| 8/4/2025 | Hantz Financial Services Inc. | 836,067 | $17.69M | 0.3% | -0.6% | 0.220% | |
| 8/4/2025 | Human Investing LLC | 25,157 | $532K | 0.1% | +9.8% | 0.007% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 35,957 | $761K | 0.2% | -1.6% | 0.009% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 12,640 | $267K | 0.0% | -6.3% | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 903,722 | $19.12M | 0.0% | +2.9% | 0.238% | |
| 7/31/2025 | Wealthfront Advisers LLC | 665,432 | $14.08M | 0.0% | +5.0% | 0.175% | |
| 7/31/2025 | Ballast Advisors LLC | 103,271 | $2.19M | 0.6% | +1.0% | 0.027% | |
| 7/31/2025 | Schoolcraft Capital LLC | 122,184 | $2.59M | 0.5% | -7.3% | 0.032% | |
| 7/31/2025 | Guardian Financial Partners LLC | 122,349 | $2.59M | 1.2% | +15.3% | 0.032% | |
| 7/31/2025 | Rational Advisors Inc. | 1,550,514 | $32.81M | 3.3% | -12.5% | 0.408% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 31,150 | $659K | 0.0% | -11.6% | 0.008% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 20,389 | $431K | 0.0% | +64.3% | 0.005% | |
| 7/31/2025 | CAP Partners LLC | 11,563 | $245K | 0.2% | -4.0% | 0.003% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 15,819 | $335K | 0.1% | N/A | 0.004% | |
| 7/30/2025 | Bleakley Financial Group LLC | 66,858 | $1.42M | 0.0% | N/A | 0.018% | |
| 7/30/2025 | Black Diamond Financial LLC | 81,784 | $1.73M | 0.3% | -31.6% | 0.022% | |
| 7/30/2025 | Advantage Trust Co | 15,740 | $333K | 0.2% | N/A | 0.004% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 448,447 | $9.49M | 1.1% | -2.7% | 0.118% | |
| 7/30/2025 | WBH Advisory Inc. | 19,260 | $408K | 0.0% | -4.0% | 0.005% | |
| 7/29/2025 | Alaska Wealth Advisors | 81,259 | $1.72M | 0.2% | -1.4% | 0.021% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 51,450 | $1.12M | 0.0% | -8.0% | 0.014% | |
| 7/29/2025 | Curbstone Financial Management Corp | 49,332 | $1.04M | 0.2% | -1.0% | 0.013% | |
| 7/29/2025 | Foster & Motley Inc. | 954,619 | $20.20M | 1.2% | +3.7% | 0.251% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 177,149 | $3.75M | 0.2% | -31.7% | 0.047% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 31,230 | $661K | 0.3% | +2.1% | 0.008% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 57,696 | $1.22M | 0.9% | +1.2% | 0.015% | |
| 7/28/2025 | Sagace Wealth Management LLC | 115,418 | $2.44M | 1.8% | +4.2% | 0.030% | |
| 7/28/2025 | IFG Advisors LLC | 60,031 | $1.27M | 0.2% | -6.9% | 0.016% | |
| 7/28/2025 | Harbour Investments Inc. | 2,642 | $56K | 0.0% | +27.0% | 0.001% | |
| 7/28/2025 | Morningstar Investment Management LLC | 1,187,440 | $25.13M | 2.2% | +6.3% | 0.312% | |
| 7/25/2025 | NorthRock Partners LLC | 6,535 | $138K | 0.0% | +10.2% | 0.002% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,866,902 | $166.46M | 0.6% | +5.2% | 2.067% | |
| 7/25/2025 | Courage Miller Partners LLC | 483,252 | $10.23M | 3.2% | +6.1% | 0.127% | |
| 7/25/2025 | MGO One Seven LLC | 95,820 | $2.03M | 0.1% | +4.5% | 0.025% | |
| 7/25/2025 | Landmark Wealth Management LLC | 84,102 | $1.78M | 0.8% | +1.2% | 0.022% | |
| 7/25/2025 | CWM LLC | 11,907 | $252K | 0.0% | -7.3% | 0.003% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 24,169 | $511K | 0.1% | +3.7% | 0.006% | |
| 7/25/2025 | Apollon Wealth Management LLC | 111,594 | $2.36M | 0.0% | -23.0% | 0.029% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 38,834 | $822K | 0.6% | +8.3% | 0.010% | |
| 7/24/2025 | Wealth Management Resources Inc. | 390,304 | $8.26M | 2.8% | +6.5% | 0.103% | |
| 7/24/2025 | Thompson Investment Management Inc. | 14,701 | $311K | 0.0% | +6.8% | 0.004% | |
| 7/24/2025 | IFP Advisors Inc | 36,154 | $765K | 0.0% | +17.2% | 0.009% | |
| 7/24/2025 | Blair William & Co. IL | 5,336 | $113K | 0.0% | +20.5% | 0.001% | |
| 7/24/2025 | US Bancorp DE | 30,541,227 | $646.26M | 0.8% | +2.4% | 8.041% | |
| 7/23/2025 | Values Added Financial LLC | 28,221 | $597K | 0.3% | -11.3% | 0.007% | |
| 7/23/2025 | Aurora Investment Managers LLC. | 11,781 | $249K | 0.2% | N/A | 0.003% | |
| 7/23/2025 | Valmark Advisers Inc. | 60,777 | $1.29M | 0.0% | +1.7% | 0.016% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 588,659 | $12.46M | 4.2% | -2.2% | 0.155% | |
| 7/23/2025 | Madden Advisory Services Inc. | 105,325 | $2.23M | 0.9% | +3.0% | 0.028% | |
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| 7/23/2025 | Watershed Private Wealth LLC | 24,124 | $510K | 0.2% | -34.5% | 0.006% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 62,330 | $1.32M | 0.6% | +14.9% | 0.016% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 81,188 | $1.72M | 0.3% | +6.6% | 0.021% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 59,518 | $1.26M | 0.1% | +10.0% | 0.016% | |
| 7/23/2025 | Bluestem Financial Advisors LLC | 22,779 | $482K | 0.2% | +10.9% | 0.006% | |
| 7/22/2025 | Appleton Partners Inc. MA | 207,261 | $4.39M | 0.3% | +0.5% | 0.055% | |
| 7/22/2025 | Hillcrest Wealth Advisors NY LLC | 12,675 | $268K | 0.1% | N/A | 0.003% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 19,671 | $416K | 0.2% | +4.6% | 0.005% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 67,726 | $1.43M | 0.0% | +39.1% | 0.018% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 29,162 | $617K | 0.3% | +3.1% | 0.008% | |
