| 8/1/2025 | Oarsman Capital Inc. | 46,123 | $2.17M | 0.3% | +2.4% | 0.031% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 194,100 | $9.13M | 6.4% | -19.4% | 0.132% | |
| 8/1/2025 | GWN Securities Inc. | 8,085 | $381K | 0.1% | -32.8% | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,504,582 | $70.81M | 0.0% | +15.4% | 1.024% | |
| 7/31/2025 | Hartford Financial Management Inc. | 683,541 | $32.17M | 8.8% | +10.2% | 0.465% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,174 | $243K | 0.0% | -43.5% | 0.004% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 2,165 | $102K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | MN Wealth Advisors LLC | 100,768 | $4.74M | 2.8% | -11.8% | 0.069% | |
| 7/31/2025 | Trademark Financial Management LLC | 157,681 | $7.42M | 4.5% | +151.0% | 0.107% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 10,086 | $475K | 0.2% | +100.9% | 0.007% | |
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| 7/30/2025 | Patten Group Inc. | 49,922 | $2.35M | 0.5% | +15.3% | 0.034% | |
| 7/30/2025 | Retirement Planning Group LLC | 33,776 | $1.59M | 0.1% | -6.3% | 0.023% | |
| 7/30/2025 | D.A. Davidson & CO. | 230,309 | $10.84M | 0.1% | +13.0% | 0.157% | |
| 7/30/2025 | Lionsbridge Wealth Management LLC | 124,111 | $5.84M | 5.8% | +3.5% | 0.084% | |
| 7/30/2025 | LGT Financial Advisors LLC | 2,430 | $114K | 0.3% | +34.2% | 0.002% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 612,874 | $28.84M | 1.2% | +6.3% | 0.417% | |
| 7/30/2025 | Bogart Wealth LLC | 1,416,196 | $66.65M | 2.8% | +2.5% | 0.964% | |
| 7/30/2025 | WBH Advisory Inc. | 124,244 | $5.85M | 0.5% | N/A | 0.085% | |
| 7/29/2025 | Stephens Inc. AR | 451,295 | $21.24M | 0.3% | -5.5% | 0.307% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 27,496 | $1.29M | 0.3% | -72.6% | 0.019% | |
| 7/29/2025 | Roof Eidam Maycock Peralta LLC | 25,335 | $1.19M | 0.3% | +31.8% | 0.017% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 46,840 | $2.20M | 0.2% | N/A | 0.032% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 25,002 | $1.18M | 0.3% | -2.7% | 0.017% | |
| 7/28/2025 | Mutual Advisors LLC | 299,748 | $14.01M | 0.4% | -0.5% | 0.204% | |
| 7/28/2025 | Harbour Investments Inc. | 58,383 | $2.75M | 0.1% | -1.8% | 0.040% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 694,467 | $32.68M | 5.4% | +36.0% | 0.473% | |
| 7/28/2025 | Courier Capital LLC | 87,226 | $4.11M | 0.2% | +11.9% | 0.059% | |
| 7/28/2025 | RFG Advisory LLC | 18,073 | $851K | 0.0% | +18.8% | 0.012% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 80,983 | $3.78M | 0.1% | -42.9% | 0.055% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,843 | $463K | 0.0% | -53.6% | 0.007% | |
| 7/25/2025 | Ellis Investment Partners LLC | 14,093 | $663K | 0.1% | +84.1% | 0.010% | |
| 7/25/2025 | Landmark Wealth Management LLC | 161,222 | $7.59M | 3.2% | -1.7% | 0.110% | |
| 7/25/2025 | SPC Financial Inc. | 566,008 | $26.64M | 2.2% | +1.0% | 0.385% | |
| 7/25/2025 | CWM LLC | 163,659 | $7.70M | 0.0% | +208.9% | 0.111% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 143,724 | $6.76M | 0.8% | -1.2% | 0.098% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 98,963 | $4.66M | 0.1% | -8.1% | 0.067% | |
| 7/25/2025 | Apollon Wealth Management LLC | 49,017 | $2.31M | 0.0% | +65.5% | 0.033% | |
| 7/24/2025 | Financial Connections Group Inc. | 241,729 | $11.38M | 4.7% | +4.9% | 0.165% | |
| 7/24/2025 | Acima Private Wealth LLC | 208,007 | $9.79M | 3.3% | -9.5% | 0.142% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 34,315 | $1.62M | 0.1% | +31.5% | 0.023% | |
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| 7/24/2025 | Riverchase Wealth Management LLC | 329,290 | $15.50M | 9.8% | +2.3% | 0.224% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 54,203 | $2.55M | 1.8% | N/A | 0.037% | |
| 7/24/2025 | Vantage Point Financial LLC | 7,708 | $363K | 0.2% | +38.1% | 0.005% | |
| 7/24/2025 | IFP Advisors Inc | 34,963 | $1.65M | 0.0% | +73.4% | 0.024% | |
| 7/24/2025 | Leo Wealth LLC | 87,289 | $4.11M | 0.3% | N/A | 0.059% | |
| 7/23/2025 | Ignite Planners LLC | 166,031 | $7.73M | 1.1% | +8.5% | 0.113% | |
| 7/23/2025 | BankPlus Trust Department | 50,972 | $2.40M | 0.7% | +7.8% | 0.035% | |
| 7/23/2025 | Gentry Private Wealth LLC | 19,357 | $911K | 0.7% | -17.8% | 0.013% | |
| 7/23/2025 | Elm3 Financial Group LLC | 8,370 | $394K | 0.3% | -34.1% | 0.006% | |
| 7/22/2025 | D.B. Root & Company LLC | 1,265,467 | $59.55M | 17.6% | +2.8% | 0.861% | |
| 7/22/2025 | Belpointe Asset Management LLC | 38,670 | $1.82M | 0.1% | +3.5% | 0.026% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 450,827 | $21.22M | 3.3% | N/A | 0.307% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 2,239,363 | $97.32M | 0.3% | +10.1% | 1.524% | |
| 7/22/2025 | DAVENPORT & Co LLC | 20,579 | $968K | 0.0% | +5.8% | 0.014% | |
| 7/22/2025 | Kickstand Ventures LLC. | 450,827 | $21.22M | 5.0% | +8.1% | 0.307% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 459,044 | $21.60M | 5.0% | +31.8% | 0.312% | |
| 7/22/2025 | Sutton Place Investors LLC | 7,460 | $351K | 0.2% | -6.6% | 0.005% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 30,576 | $1.44M | 0.0% | N/A | 0.021% | |
| 7/22/2025 | Berger Financial Group Inc | 839,614 | $39.51M | 2.6% | +3.7% | 0.572% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 271,166 | $12.76M | 4.2% | +461.2% | 0.185% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 8,084 | $380K | 0.2% | +29.6% | 0.006% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 15,608 | $734K | 0.3% | +26.1% | 0.011% | |
| 7/21/2025 | Ascent Group LLC | 13,289 | $625K | 0.0% | +16.3% | 0.009% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 15,136 | $712K | 0.0% | -47.8% | 0.010% | |
| 7/21/2025 | Capital Planning LLC | 87,369 | $4.11M | 1.3% | -28.1% | 0.059% | |
| 7/21/2025 | Trinity Legacy Partners LLC | 345,840 | $16.07M | 3.9% | +2.2% | 0.235% | |
| 7/21/2025 | Triad Wealth Partners LLC | 537,237 | $25.28M | 5.1% | +13.1% | 0.366% | |
| 7/18/2025 | Wiser Wealth Management Inc | 985,192 | $46.36M | 11.6% | +3.8% | 0.671% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 173,171 | $8.15M | 1.0% | +2.1% | 0.118% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 7,444 | $350K | 0.1% | N/A | 0.005% | |
| 7/18/2025 | First Pacific Financial | 1,684,907 | $79.29M | 11.7% | +2.8% | 1.147% | |
| 7/18/2025 | Truist Financial Corp | 564,486 | $26.57M | 0.0% | +6.0% | 0.384% | |
| 7/17/2025 | Trivium Point Advisory LLC | 160,980 | $7.58M | 0.8% | +2.3% | 0.110% | |
| 7/17/2025 | Mainsail Financial Group LLC | 54,162 | $2.51M | 1.2% | N/A | 0.037% | |
| 7/17/2025 | Legacy Wealth Management Inc | 3,314,934 | $156.00M | 9.7% | +2.5% | 2.257% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 2,148,587 | $101.11M | 9.4% | +11.5% | 1.463% | |
| 7/17/2025 | LexAurum Advisors LLC | 53,249 | $2.51M | 0.4% | +4.8% | 0.036% | |
| 7/17/2025 | HB Wealth Management LLC | 7,766,678 | $365.50M | 2.9% | +105.6% | 5.287% | |
| 7/17/2025 | Janney Capital Management LLC | 280,032 | $13.18M | 0.9% | -1.9% | 0.191% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,432,881 | $114.49M | 0.3% | +8.2% | 1.656% | |
| 7/17/2025 | Fifth Third Securities Inc. | 70,926 | $3.34M | 0.3% | +369.8% | 0.048% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 2,032,669 | $95.66M | 8.7% | +0.8% | 1.384% | |
| 7/17/2025 | Alpine Bank Wealth Management | 854,215 | $40.20M | 6.1% | N/A | 0.581% | |
| 7/17/2025 | Greenbush Financial Group LLC | 162,969 | $7.67M | 3.3% | +7.5% | 0.111% | |
| 7/17/2025 | XY Planning Network Inc. | 8,411 | $396K | 0.1% | N/A | 0.006% | |
| 7/16/2025 | Independent Wealth Network Inc. | 15,395 | $724K | 0.3% | +2.1% | 0.010% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 75,781 | $3.54M | 8.3% | -81.7% | 0.052% | |
| 7/16/2025 | ORG Partners LLC | 14,269 | $668K | 0.1% | N/A | 0.010% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 578,252 | $27.21M | 3.7% | +2.2% | 0.394% | |
| 7/16/2025 | Embree Financial Group | 35,470 | $1.67M | 0.3% | +24.4% | 0.024% | |
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| 7/16/2025 | BankPlus Wealth Management LLC | 266,810 | $12.56M | 8.3% | +8.8% | 0.182% | |
| 7/16/2025 | Blue Oak Capital LLC | 461,416 | $21.71M | 11.4% | +12.9% | 0.314% | |
| 7/16/2025 | Perigon Wealth Management LLC | 178,819 | $8.42M | 0.2% | -0.7% | 0.122% | |
| 7/16/2025 | Magnus Financial Group LLC | 350,182 | $16.48M | 1.4% | +6.3% | 0.238% | |
| 7/15/2025 | Floyd Financial Group LLC | 188,040 | $8.78M | 8.1% | +3.2% | 0.128% | |
| 7/15/2025 | FMA Wealth Management LLC | 299,205 | $14.08M | 10.4% | +3.9% | 0.204% | |
| 7/15/2025 | McAdam LLC | 1,069,548 | $50.33M | 2.8% | +170.2% | 0.728% | |
| 7/15/2025 | Mather Group LLC. | 139,195 | $6.55M | 0.1% | +0.7% | 0.095% | |
| 7/15/2025 | McCarthy & Cox | 608,221 | $28.62M | 7.5% | +4.2% | 0.414% | |
| 7/15/2025 | IMS Capital Management | 21,490 | $1.01M | 0.5% | N/A | 0.015% | |
