| 7/25/2025 | NorthRock Partners LLC | 8,268 | $556K | 0.0% | -30.9% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 99,748 | $6.73M | 0.2% | -54.5% | 0.014% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 495,406 | $33.30M | 0.1% | -8.3% | 0.072% | |
| 7/25/2025 | Wealth Architects LLC | 14,303 | $961K | 0.1% | -5.3% | 0.002% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 102,647 | $6.90M | 0.0% | -1.4% | 0.015% | |
| 7/25/2025 | Courage Miller Partners LLC | 7,024 | $472K | 0.1% | -14.0% | 0.001% | |
| 7/25/2025 | Parker Financial LLC | 9,748 | $655K | 0.3% | -12.9% | 0.001% | |
| 7/25/2025 | St. Louis Trust Co | 752,025 | $50.55M | 6.7% | +0.6% | 0.109% | |
| 7/25/2025 | MGO One Seven LLC | 28,483 | $1.92M | 0.1% | -70.6% | 0.004% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 5,078 | $341K | 0.0% | N/A | 0.001% | |
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| 7/25/2025 | Cypress Capital Group | 3,200 | $215K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Bill Few Associates Inc. | 10,942 | $736K | 0.2% | +6.1% | 0.002% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,538 | $104K | 0.0% | +44.8% | 0.000% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 1,593,270 | $107.12M | 0.2% | -6.8% | 0.231% | |
| 7/25/2025 | Libra Wealth LLC | 8,271 | $556K | 0.2% | N/A | 0.001% | |
| 7/25/2025 | Mitchell Sinkler & Starr PA | 7,294 | $490K | 0.2% | +37.8% | 0.001% | |
| 7/25/2025 | LRI Investments LLC | 467,099 | $31.40M | 2.4% | +6.1% | 0.068% | |
| 7/25/2025 | Prostatis Group LLC | 4,403 | $296K | 0.1% | N/A | 0.001% | |
| 7/25/2025 | Alta Advisers Ltd | 68,328 | $4.59M | 1.6% | -2.6% | 0.010% | |
| 7/25/2025 | Meritage Portfolio Management | 17,490 | $1.18M | 0.1% | +2.2% | 0.003% | |
| 7/25/2025 | CWM LLC | 727,063 | $48.87M | 0.2% | +6.0% | 0.105% | |
| 7/25/2025 | Advocate Group LLC | 81,671 | $5.49M | 1.0% | +1.6% | 0.012% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 113,432 | $7.63M | 0.9% | -0.3% | 0.016% | |
| 7/25/2025 | Means Investment CO. Inc. | 1,166,389 | $78.41M | 7.4% | +2.7% | 0.169% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 3,272 | $220K | 0.1% | N/A | 0.000% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 27,815 | $1.87M | 0.0% | +53.3% | 0.004% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 2,310,042 | $155.28M | 1.4% | +5.9% | 0.334% | |
| 7/25/2025 | GFS Advisors LLC | 78,835 | $5.30M | 0.7% | -2.5% | 0.011% | |
| 7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 299,573 | $20.14M | 0.6% | -4.6% | 0.043% | |
| 7/25/2025 | Apollon Wealth Management LLC | 59,726 | $4.02M | 0.1% | -8.6% | 0.009% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 10,164 | $683K | 0.0% | +14.0% | 0.001% | |
| 7/25/2025 | PrairieView Partners LLC | 8,784 | $590K | 0.1% | +14.1% | 0.001% | |
| 7/25/2025 | One Degree Advisors Inc | 15,087 | $1.01M | 0.4% | -1.2% | 0.002% | |
| 7/25/2025 | Avion Wealth | 231,741 | $15.58M | 3.8% | +52.2% | 0.034% | |
| 7/24/2025 | West Bancorporation Inc. | 19,632 | $1.32M | 0.8% | -1.2% | 0.003% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 895 | $60K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | JNBA Financial Advisors | 56,339 | $3.79M | 0.4% | +1.3% | 0.008% | |
| 7/24/2025 | Agate Pass Investment Management LLC | 101,004 | $6.79M | 2.8% | +1.4% | 0.015% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 13,699 | $921K | 0.1% | +58.5% | 0.002% | |
| 7/24/2025 | PDS Planning Inc | 107,862 | $7.25M | 0.5% | -3.3% | 0.016% | |
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| 7/24/2025 | Brandywine Oak Private Wealth LLC | 10,144 | $682K | 0.1% | +129.4% | 0.001% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 67,109 | $4.51M | 1.1% | +1.9% | 0.010% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 90,733 | $6.10M | 0.3% | +10.5% | 0.013% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 3,524 | $237K | 0.2% | N/A | 0.001% | |
| 7/24/2025 | IFP Advisors Inc | 92,306 | $6.21M | 0.2% | -5.7% | 0.013% | |
| 7/24/2025 | Trevian Wealth Management LLC | 40,991 | $2.76M | 1.7% | -5.4% | 0.006% | |
| 7/24/2025 | Blair William & Co. IL | 2,055,577 | $138.18M | 0.4% | +2.7% | 0.297% | |
| 7/24/2025 | True Link Financial Advisors LLC | 33,267 | $2.24M | 0.2% | -2.2% | 0.005% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 21,571 | $1.45M | 0.2% | -10.5% | 0.003% | |
| 7/24/2025 | Edge Financial Advisors LLC | 11,810 | $794K | 0.4% | +15.8% | 0.002% | |
| 7/24/2025 | Lokken Investment Group LLC | 23,596 | $1.59M | 0.6% | +54.2% | 0.003% | |
| 7/24/2025 | US Bancorp DE | 1,325,936 | $89.13M | 0.1% | +0.3% | 0.192% | |
| 7/24/2025 | Baxter Bros Inc. | 4,548 | $306K | 0.0% | -6.2% | 0.001% | |
| 7/23/2025 | Mullooly Asset Management Inc. | 414,007 | $27.83M | 11.7% | +1.3% | 0.060% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 9,153 | $615K | 0.0% | N/A | 0.001% | |
| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 83,469 | $5.61M | 1.5% | -13.5% | 0.012% | |
| 7/23/2025 | Beaumont Asset Management L.L.C. | 63,777 | $4.29M | 2.3% | N/A | 0.009% | |
| 7/23/2025 | Columbus Macro LLC | 38,560 | $2.59M | 0.3% | +16.7% | 0.006% | |
| 7/23/2025 | Optas LLC | 324,883 | $21.84M | 4.1% | -50.0% | 0.047% | |
| 7/23/2025 | First Merchants Corp | 4,189 | $282K | 0.0% | +5.7% | 0.001% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 251,634 | $16.92M | 4.7% | +0.6% | 0.037% | |
| 7/23/2025 | Morton Capital Management LLC CA | 3,043 | $205K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | TI Trust Inc. | 118,291 | $7.95M | 5.3% | +0.6% | 0.017% | |
| 7/23/2025 | Valmark Advisers Inc. | 647,907 | $43.55M | 0.6% | +1.3% | 0.094% | |
| 7/23/2025 | Hall Capital Management Co. Inc. | 169,530 | $11.40M | 4.8% | +56.0% | 0.025% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 7,651 | $514K | 0.1% | -2.5% | 0.001% | |
| 7/23/2025 | Lansing Street Advisors | 76,572 | $5.15M | 1.5% | +17.2% | 0.011% | |
| 7/23/2025 | Opulen Financial Group LLC | 9,576 | $644K | 0.5% | -1.8% | 0.001% | |
| 7/23/2025 | Somnio Financial Group LLC | 402,732 | $27.07M | 19.4% | N/A | 0.059% | |
| 7/23/2025 | NBT Bank N A NY | 7,472 | $502K | 0.0% | -43.0% | 0.001% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 34,537 | $2.32M | 0.1% | +0.5% | 0.005% | |
| 7/23/2025 | WestEnd Advisors LLC | 3,977,486 | $267.37M | 6.6% | -1.7% | 0.579% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 27,356 | $1.84M | 0.1% | +19.7% | 0.004% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 165,155 | $11.10M | 0.5% | +4.2% | 0.024% | |
| 7/23/2025 | Slow Capital Inc. | 15,314 | $1.03M | 0.1% | -7.5% | 0.002% | |
| 7/23/2025 | Bluestem Financial Advisors LLC | 414,126 | $27.84M | 11.9% | -2.1% | 0.060% | |
| 7/23/2025 | Roundview Capital LLC | 43,225 | $2.91M | 0.2% | +55.2% | 0.006% | |
| 7/23/2025 | Country Club Bank | 195,591 | $13.12M | 0.8% | -0.2% | 0.028% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 5,751 | $387K | 0.0% | -40.8% | 0.001% | |
| 7/23/2025 | Next Level Wealth Planning LLC | 70,638 | $4.75M | 3.0% | -14.3% | 0.010% | |
| 7/23/2025 | Litman Gregory Wealth Management LLC | 27,784 | $1.87M | 0.1% | -2.3% | 0.004% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 20,308 | $1.37M | 0.2% | -4.7% | 0.003% | |
| 7/22/2025 | Belpointe Asset Management LLC | 63,092 | $4.24M | 0.2% | +159.1% | 0.009% | |
| 7/22/2025 | MAS Advisors LLC | 3,294 | $221K | 0.4% | N/A | 0.000% | |
| 7/22/2025 | Appleton Partners Inc. MA | 20,850 | $1.40M | 0.1% | -4.1% | 0.003% | |
| 7/22/2025 | Hillcrest Wealth Advisors NY LLC | 199,429 | $13.41M | 6.3% | -0.4% | 0.029% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 15,862 | $1.07M | 0.0% | +10.9% | 0.002% | |
| 7/22/2025 | Sage Financial Group Inc. | 620,182 | $41.69M | 3.1% | +2.2% | 0.090% | |
| 7/22/2025 | DAVENPORT & Co LLC | 202,247 | $13.60M | 0.1% | +8.9% | 0.029% | |
| 7/22/2025 | Valpey Financial Services LLC | 77,935 | $5.24M | 3.6% | N/A | 0.011% | |
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| 7/22/2025 | Woodmont Investment Counsel LLC | 224,053 | $15.06M | 1.0% | -0.3% | 0.033% | |
| 7/22/2025 | Grimes & Company Inc. | 3,692 | $248K | 0.0% | +11.9% | 0.001% | |
| 7/22/2025 | Iron Horse Wealth Management LLC | 792 | $53K | 0.0% | +126.3% | 0.000% | |
| 7/22/2025 | Simplicity Wealth LLC | 143,996 | $9.68M | 0.4% | +364.6% | 0.021% | |
| 7/22/2025 | Capital City Trust Co. FL | 11,484 | $772K | 0.2% | -5.4% | 0.002% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 50,985 | $3.43M | 1.7% | +14.8% | 0.007% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 984,996 | $66.21M | 7.0% | -7.9% | 0.143% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 345,128 | $23.20M | 0.5% | +14.9% | 0.050% | |
| 7/22/2025 | Noble Family Wealth LLC | 13,345 | $897K | 0.2% | +17.5% | 0.002% | |
| 7/22/2025 | Compass Financial Group INC SD | 7,700 | $518K | 0.1% | -7.3% | 0.001% | |
