| 8/7/2025 | Nwam LLC | 113,252 | $3.31M | 0.3% | -2.6% | 0.057% | |
| 8/7/2025 | Vise Technologies Inc. | 10,535 | $309K | 0.0% | N/A | 0.005% | |
| 8/7/2025 | Fonville Wealth Management LLC | 129,462 | $3.79M | 1.0% | +26.9% | 0.065% | |
| 8/7/2025 | PFG Advisors | 279,612 | $8.19M | 0.3% | +12.5% | 0.141% | |
| 8/6/2025 | AE Wealth Management LLC | 11,946 | $350K | 0.0% | -17.2% | 0.006% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 85,922 | $2.52M | 0.0% | N/A | 0.043% | |
| 8/6/2025 | Destiny Capital Corp CO | 46,554 | $1.36M | 0.8% | -6.0% | 0.023% | |
| 8/6/2025 | Savant Capital LLC | 29,244 | $857K | 0.0% | -23.3% | 0.015% | |
| 8/6/2025 | Golden State Wealth Management LLC | 17,830 | $522K | 0.1% | +18.9% | 0.009% | |
| 8/6/2025 | Horan Securities Inc. | 35,308 | $1.03M | 0.4% | -3.4% | 0.018% | |
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| 8/6/2025 | Entrewealth LLC | 186,758 | $5.47M | 3.8% | -7.8% | 0.094% | |
| 8/6/2025 | RFG Bristol Wealth Advisors LLC | 9,646 | $283K | 0.1% | N/A | 0.005% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 172,374 | $5.05M | 2.1% | +14.3% | 0.087% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 25,931 | $760K | 0.3% | -21.8% | 0.013% | |
| 8/5/2025 | Key Financial Inc | 221,237 | $6.48M | 1.3% | -4.1% | 0.112% | |
| 8/5/2025 | WorthPointe LLC | 43,482 | $1.27M | 0.5% | +68.4% | 0.022% | |
| 8/5/2025 | Tsfg LLC | 4,737 | $139K | 0.0% | +15.8% | 0.002% | |
| 8/5/2025 | Bank of Montreal Can | 15,668 | $459K | 0.0% | -2.5% | 0.008% | |
| 8/4/2025 | Partners in Financial Planning | 47,863 | $1.40M | 0.3% | -4.1% | 0.024% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 897,060 | $26.28M | 1.9% | -3.0% | 0.452% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 426,169 | $12.48M | 2.3% | -34.5% | 0.215% | |
| 8/4/2025 | One Day In July LLC | 404,319 | $11.84M | 1.1% | -45.1% | 0.204% | |
| 8/4/2025 | Atria Investments Inc | 73,898 | $2.16M | 0.0% | -30.8% | 0.037% | |
| 8/4/2025 | Assetmark Inc. | 1,455,489 | $42.63M | 0.1% | +73.6% | 0.734% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 40,254 | $1.18M | 0.1% | +5.6% | 0.020% | |
| 8/4/2025 | Municipal Employees Retirement System of Michigan | 21,942,738 | $642.70M | 7.7% | +0.1% | 11.060% | |
| 8/4/2025 | WNY Asset Management LLC | 7,686 | $225K | 0.0% | -15.1% | 0.004% | |
| 8/1/2025 | Austin Private Wealth LLC | 15,694 | $460K | 0.0% | +47.3% | 0.008% | |
| 8/1/2025 | Zhang Financial LLC | 96,802 | $2.84M | 0.1% | -2.0% | 0.049% | |
| 8/1/2025 | Clark Asset Management LLC | 19,383 | $568K | 0.1% | -14.9% | 0.010% | |
| 8/1/2025 | GWN Securities Inc. | 9,896 | $290K | 0.1% | +4.3% | 0.005% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 175,722 | $5.15M | 0.3% | -3.4% | 0.089% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 5,516,335 | $161.57M | 0.0% | -13.8% | 2.780% | |
| 7/31/2025 | Brighton Jones LLC | 7,026 | $206K | 0.0% | -5.5% | 0.004% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 27,910 | $818K | 0.0% | +53.9% | 0.014% | |
| 7/31/2025 | Hobart Private Capital LLC | 101,810 | $2.98M | 0.7% | +16.0% | 0.051% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 4,536,877 | $132.89M | 5.1% | +9.6% | 2.287% | |
| 7/31/2025 | Money Design Co. Ltd. | 76,887 | $2.25M | 0.1% | -20.3% | 0.039% | |
| 7/30/2025 | Members Trust Co | 3,388,316 | $99.24M | 3.4% | +46.3% | 1.708% | |
| 7/30/2025 | Brookstone Capital Management | 10,086 | $295K | 0.0% | -49.5% | 0.005% | |
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| 7/30/2025 | Citizens & Northern Corp | 18,925 | $554K | 0.1% | N/A | 0.010% | |
| 7/30/2025 | MTC Wealth Management LLC | 282,528 | $8.28M | 4.0% | -3.2% | 0.142% | |
| 7/30/2025 | Whittier Trust Co. | 31,095 | $911K | 0.0% | -2.9% | 0.016% | |
| 7/30/2025 | Triton Financial Group Inc | 16,635 | $487K | 0.4% | N/A | 0.008% | |
| 7/30/2025 | Evermay Wealth Management LLC | 2,313,895 | $67.77M | 8.3% | +6.6% | 1.166% | |
| 7/30/2025 | WBH Advisory Inc. | 117,727 | $3.45M | 0.3% | N/A | 0.059% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 477,550 | $13.99M | 0.2% | +192.7% | 0.241% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 111,357 | $3.26M | 0.2% | -2.4% | 0.056% | |
| 7/29/2025 | Private Trust Co. NA | 33,001 | $967K | 0.1% | -7.4% | 0.017% | |
| 7/29/2025 | Latitude Advisors LLC | 8,374 | $245K | 0.1% | N/A | 0.004% | |
| 7/28/2025 | RFG Advisory LLC | 105,469 | $3.09M | 0.1% | +4.9% | 0.053% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 972,120 | $28.47M | 4.7% | +3.0% | 0.490% | |
| 7/25/2025 | Northwest Capital Management Inc | 1,735 | $51K | 0.0% | -21.8% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 513,226 | $15.03M | 0.3% | -6.6% | 0.259% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 352,815 | $10.33M | 0.0% | -7.5% | 0.178% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 15,506 | $452K | 0.1% | -69.0% | 0.008% | |
| 7/25/2025 | Integrated Capital Management Inc. | 274,670 | $8.05M | 6.1% | -2.5% | 0.138% | |
| 7/25/2025 | CWM LLC | 860,091 | $25.19M | 0.1% | -27.3% | 0.434% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 144,452 | $4.23M | 1.4% | -0.3% | 0.073% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 29,385 | $861K | 0.0% | +5.6% | 0.015% | |
| 7/25/2025 | Natural Investments LLC | 7,017 | $205K | 0.1% | N/A | 0.004% | |
| 7/25/2025 | Richardson Financial Services Inc. | 4,606 | $134K | 0.1% | +956.4% | 0.002% | |
| 7/25/2025 | One Degree Advisors Inc | 12,235 | $358K | 0.1% | +10.2% | 0.006% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 28,987 | $849K | 0.6% | +9.9% | 0.015% | |
| 7/24/2025 | Blue Trust Inc. | 24,119 | $706K | 0.0% | -42.1% | 0.012% | |
| 7/24/2025 | IFP Advisors Inc | 46,423 | $1.36M | 0.0% | +326.7% | 0.023% | |
| 7/24/2025 | Blair William & Co. IL | 5,225 | $153K | 0.0% | -17.8% | 0.003% | |
| 7/24/2025 | US Bancorp DE | 30,365 | $889K | 0.0% | -23.6% | 0.015% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 33,342 | $977K | 0.1% | -85.4% | 0.017% | |
| 7/23/2025 | Nelson Capital Management LLC | 803,640 | $23.54M | 3.1% | -0.5% | 0.405% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 16,881 | $494K | 0.0% | -19.0% | 0.009% | |
| 7/23/2025 | Venturi Wealth Management LLC | 7,359 | $216K | 0.0% | -20.1% | 0.004% | |
| 7/23/2025 | TPG Financial Advisors LLC | 155,668 | $4.56M | 1.8% | -22.5% | 0.078% | |
| 7/23/2025 | Slow Capital Inc. | 57,645 | $1.69M | 0.2% | -66.4% | 0.029% | |
| 7/23/2025 | Roundview Capital LLC | 137,865 | $4.04M | 0.3% | -0.5% | 0.069% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 28,716 | $841K | 0.4% | -35.6% | 0.014% | |
| 7/23/2025 | Roberts Wealth Advisors LLC | 77,185 | $2.26M | 0.7% | -9.2% | 0.039% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 120,575 | $3.53M | 0.0% | -7.9% | 0.061% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 853,117 | $24.99M | 1.6% | +6.6% | 0.430% | |
| 7/22/2025 | Merit Financial Group LLC | 5,166,476 | $151.33M | 1.7% | +64.9% | 2.604% | |
| 7/22/2025 | Simplicity Wealth LLC | 90,596 | $2.65M | 0.1% | +139.7% | 0.046% | |
| 7/22/2025 | Private Wealth Group LLC | 215,191 | $6.30M | 3.4% | +0.3% | 0.108% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 10,435 | $306K | 0.2% | N/A | 0.005% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 67,234 | $1.97M | 0.0% | +14.2% | 0.034% | |
| 7/22/2025 | Tandem Investment Partners LLC | 14,635 | $429K | 0.4% | +20.5% | 0.007% | |
| 7/22/2025 | Diligent Investors LLC | 200,000 | $5.86M | 1.4% | N/A | 0.101% | |
| 7/22/2025 | Wells Trecaso Financial Group LLC | 33,408 | $978K | 0.3% | +10.2% | 0.017% | |
| 7/21/2025 | Quent Capital LLC | 571,571 | $16.74M | 1.6% | -10.0% | 0.288% | |
| 7/21/2025 | Successful Portfolios LLC | 15,172 | $444K | 0.3% | -4.3% | 0.008% | |
| 7/21/2025 | Ascent Group LLC | 24,978 | $732K | 0.0% | +64.4% | 0.013% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 17,144 | $502K | 0.0% | -42.8% | 0.009% | |
| 7/21/2025 | Matauro LLC | 125,152 | $3.67M | 0.7% | -77.1% | 0.063% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 276,000 | $8.08M | 0.0% | -8.0% | 0.139% | |
| 7/18/2025 | Trilogy Capital Inc. | 902,067 | $26.42M | 1.3% | -4.2% | 0.454% | |
| 7/18/2025 | Trust Co. of Vermont | 1,263 | $37K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | SMI Advisory Services LLC | 11,627 | $339K | 0.1% | -16.8% | 0.006% | |
| 7/18/2025 | SigFig Wealth Management LLC | 96,106 | $2.81M | 0.1% | -4.7% | 0.048% | |
| 7/18/2025 | Truist Financial Corp | 1,384,220 | $40.54M | 0.1% | -15.8% | 0.697% | |
| 7/18/2025 | Donald L. Hagan LLC | 18,949 | $555K | 0.3% | N/A | 0.010% | |
| 7/17/2025 | Stephens Group Asset Management LLC | 11,366 | $333K | 0.0% | N/A | 0.006% | |
