| 7/11/2025 | Wealth Management Partners LLC | 29,011 | $2.72M | 1.0% | -2.0% | 0.011% | |
| 7/11/2025 | Skyline Advisors Inc. | 4,409 | $414K | 0.2% | -5.2% | 0.002% | |
| 7/11/2025 | Trinity Wealth Management LLC | 166,388 | $15.62M | 6.2% | +0.5% | 0.065% | |
| 7/11/2025 | Ridgeline Wealth LLC | 3,138 | $295K | 0.2% | -47.9% | 0.001% | |
| 7/11/2025 | Capital Advantage Inc. | 2,595 | $244K | 0.0% | -14.5% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 30,352 | $2.85M | 0.1% | -15.4% | 0.012% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 7,557 | $709K | 0.1% | -80.7% | 0.003% | |
| 7/11/2025 | CX Institutional | 35,522 | $3.33M | 0.1% | -3.4% | 0.014% | |
| 7/11/2025 | UMB Bank n.a. | 25,395 | $2.38M | 0.0% | -0.8% | 0.010% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 16,982 | $1.59M | 0.5% | -0.8% | 0.007% | |
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| 7/11/2025 | My Legacy Advisors LLC | 2,888 | $270K | 0.1% | -29.0% | 0.001% | |
| 7/11/2025 | Mandatum Life Insurance Co Ltd | 42,164 | $3.96M | 1.0% | -18.7% | 0.017% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 13,020 | $1.19M | 0.0% | N/A | 0.005% | |
| 7/10/2025 | Arkfeld Wealth Strategies L.L.C. | 7,214 | $677K | 0.3% | +14.2% | 0.003% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 401,337 | $37.67M | 4.3% | -2.9% | 0.157% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 10,147 | $955K | 0.0% | +22.8% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,675,665 | $628.58M | 1.0% | +0.8% | 2.616% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 4,036 | $379K | 0.1% | +62.3% | 0.002% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 59,784 | $5.61M | 1.5% | -1.0% | 0.023% | |
| 7/10/2025 | Tompkins Financial Corp | 53,079 | $4.98M | 0.5% | -2.7% | 0.021% | |
| 7/10/2025 | Secure Asset Management LLC | 3,796 | $356K | 0.1% | -5.4% | 0.001% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 14,577 | $1.37M | 0.1% | +4.8% | 0.006% | |
| 7/10/2025 | Focus Financial Network Inc. | 46,221 | $4.34M | 0.2% | +0.5% | 0.018% | |
| 7/10/2025 | Sovran Advisors LLC | 12,118 | $1.13M | 0.1% | +71.7% | 0.005% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 306,980 | $28.82M | 4.6% | +67.2% | 0.120% | |
| 7/9/2025 | Defined Wealth Management LLC | 34,410 | $3.23M | 2.0% | +0.7% | 0.013% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 33,110 | $3.11M | 0.1% | -4.2% | 0.013% | |
| 7/9/2025 | Fermata Advisors LLC | 3,742 | $351K | 0.1% | -52.1% | 0.001% | |
| 7/9/2025 | StrongBox Wealth LLC | 8,407 | $789K | 0.3% | +6.8% | 0.003% | |
| 7/9/2025 | Balefire LLC | 4,047 | $380K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | Berkshire Bank | 127,676 | $11.99M | 2.7% | +7.4% | 0.050% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 50,635 | $4.75M | 0.3% | -51.3% | 0.020% | |
| 7/9/2025 | Fiduciary Alliance LLC | 2,882 | $271K | 0.0% | -20.2% | 0.001% | |
| 7/9/2025 | Shore Point Advisors LLC | 67,157 | $6.30M | 3.0% | +0.7% | 0.026% | |
| 7/9/2025 | Bowman & Co S.C. | 30,325 | $2.85M | 1.3% | -0.8% | 0.012% | |
| 7/9/2025 | Bay Rivers Group | 100,976 | $9.48M | 4.3% | +1.9% | 0.040% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 3,150 | $296K | 0.3% | +24.1% | 0.001% | |
| 7/9/2025 | High Probability Advisors LLC | 350,316 | $32.88M | 4.9% | +0.4% | 0.137% | |
| 7/8/2025 | Little House Capital LLC | 2,585 | $243K | 0.1% | -71.6% | 0.001% | |
| 7/8/2025 | Everpar Advisors LLC | 2,347 | $220K | 0.1% | N/A | 0.001% | |
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| 7/8/2025 | Granite Bay Wealth Management LLC | 4,164 | $391K | 0.1% | +29.2% | 0.002% | |
| 7/8/2025 | Webster Bank N. A. | 5,887 | $553K | 0.1% | +10.7% | 0.002% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 4,249 | $399K | 0.0% | -4.0% | 0.002% | |
| 7/8/2025 | Goldstone Financial Group LLC | 14,016 | $1.32M | 0.2% | -1.9% | 0.005% | |
| 7/8/2025 | Apella Capital LLC | 167,403 | $15.71M | 0.4% | -15.9% | 0.066% | |
| 7/8/2025 | Legacy Private Trust Co. | 43,766 | $4.11M | 0.3% | -0.3% | 0.017% | |
| 7/8/2025 | Parallel Advisors LLC | 95,801 | $8.99M | 0.2% | +11.6% | 0.038% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 220,433 | $20.69M | 8.1% | +0.7% | 0.086% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 48,745 | $4.60M | 0.2% | -7.2% | 0.019% | |
| 7/7/2025 | Global Wealth Strategies & Associates | 388 | $36K | 0.0% | -26.0% | 0.000% | |
| 7/7/2025 | First Citizens Financial Corp | 8,938 | $839K | 0.5% | +2.4% | 0.004% | |
| 7/7/2025 | Modus Advisors LLC | 109,578 | $10.29M | 3.1% | -0.2% | 0.043% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 139,642 | $13.16M | 1.7% | -0.6% | 0.055% | |
| 7/7/2025 | Roxbury Financial LLC | 4,725 | $443K | 0.4% | +7.0% | 0.002% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 4,854 | $456K | 0.2% | -5.5% | 0.002% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,118 | $293K | 0.0% | +7.2% | 0.001% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 17,259 | $1.62M | 0.1% | +121.3% | 0.007% | |
| 7/7/2025 | Centurion Wealth Management LLC | 22,927 | $2.15M | 0.6% | -0.7% | 0.009% | |
| 7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 5,568 | $523K | 0.3% | -23.9% | 0.002% | |
| 7/3/2025 | Trust Co of the South | 5,195 | $488K | 0.1% | -39.1% | 0.002% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 24,670 | $2.33M | 0.4% | -1.2% | 0.010% | |
| 7/2/2025 | Capital Market Strategies LLC | 14,011 | $1.32M | 0.9% | -20.7% | 0.005% | |
| 7/1/2025 | Private Client Services LLC | 2,372 | $223K | 0.1% | -9.4% | 0.001% | |
| 7/1/2025 | Rowlandmiller & PARTNERS.ADV | 3,632 | $341K | 0.1% | -5.2% | 0.001% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 40,719 | $3.81M | 0.0% | -60.0% | 0.016% | |
| 6/10/2025 | Compass Financial Services Inc | 486 | $45K | 0.0% | -26.1% | 0.000% | |
| 6/10/2025 | Birchbrook Inc. | 131,480 | $12.31M | 6.9% | +1.5% | 0.051% | |
| 6/2/2025 | Modern Wealth Management LLC | 60,248 | $5.64M | 0.2% | +2.8% | 0.023% | |
| 5/29/2025 | Apeiron RIA LLC | 10,496 | $983K | 0.3% | +7.6% | 0.004% | |
| 5/28/2025 | Jones Financial Companies Lllp | 535,735 | $49.69M | 0.0% | +48.7% | 0.207% | |
| 5/27/2025 | Advisors Capital Management LLC | 2,805 | $263K | 0.0% | -22.0% | 0.001% | |
| 5/21/2025 | McAdam LLC | 2,284 | $214K | 0.0% | N/A | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 568,519 | $53.25M | 1.8% | +2.6% | 0.219% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 10,375 | $972K | 0.8% | -22.5% | 0.004% | |
| 5/20/2025 | Focus Partners Wealth | 1,116,698 | $104.59M | 0.3% | -0.2% | 0.431% | |
| 5/20/2025 | Flaharty Asset Management LLC | 325 | $30K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 23,286 | $2.18M | 0.1% | +326.2% | 0.009% | |
| 5/20/2025 | Glenview Trust co | 5,965 | $559K | 0.0% | +11.9% | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 35,476 | $3.32M | 0.0% | +366.3% | 0.014% | |
| 5/19/2025 | SageView Advisory Group LLC | 81,198 | $7.61M | 0.3% | -2.3% | 0.031% | |
| 5/19/2025 | Advisory Alpha LLC | 17,667 | $1.66M | 0.1% | +28.1% | 0.007% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 9,359 | $877K | 0.3% | -3.5% | 0.004% | |
| 5/19/2025 | SCS Capital Management LLC | 3,787 | $355K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | Legacy Advisory Services LLC | 106,270 | $9.95M | 8.4% | N/A | 0.041% | |
| 5/16/2025 | Prostatis Group LLC | 3,242 | $304K | 0.1% | -72.2% | 0.001% | |
| 5/16/2025 | Empowered Funds LLC | 125,986 | $11.80M | 0.2% | N/A | 0.049% | |
| 5/16/2025 | Ascent Group LLC | 25,336 | $2.37M | 0.1% | +53.7% | 0.010% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 5,745 | $538K | 0.0% | -6.1% | 0.002% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 10,320 | $967K | 0.4% | +74.0% | 0.004% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 36,712 | $3.44M | 0.1% | -0.8% | 0.014% | |
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| 5/16/2025 | Everstar Asset Management LLC | 10,245 | $960K | 0.2% | N/A | 0.004% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 41,272 | $3.87M | 0.1% | +0.5% | 0.016% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 40,719 | $3.81M | 0.0% | -60.0% | 0.016% | |
| 5/16/2025 | ROSS JOHNSON & Associates LLC | 304 | $28K | 0.5% | N/A | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,920 | $461K | 0.0% | -98.6% | 0.002% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 10,025 | $939K | 0.2% | -23.9% | 0.004% | |
| 5/16/2025 | Sheridan Capital Management LLC | 91,979 | $8.62M | 6.3% | -0.7% | 0.035% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 2,469 | $231K | 0.1% | N/A | 0.001% | |
| 5/16/2025 | Pacific Center for Financial Services | 241,062 | $22.58M | 6.0% | +83.4% | 0.093% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 10,257 | $961K | 0.5% | -2.9% | 0.004% | |
