| 8/1/2025 | Oarsman Capital Inc. | 21,261 | $1.03M | 0.2% | -9.4% | 0.023% | |
| 8/1/2025 | Providence First Trust Co | 130,588 | $6.35M | 2.2% | +1.6% | 0.143% | |
| 8/1/2025 | Rossby Financial LCC | 643 | $31K | 0.0% | -53.5% | 0.001% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 468,079 | $22.77M | 1.9% | -4.9% | 0.513% | |
| 8/1/2025 | Curat Global LLC | 6,442 | $313K | 0.3% | +24.5% | 0.007% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 9,821 | $478K | 0.0% | -3.5% | 0.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 571,138 | $27.79M | 0.0% | -0.6% | 0.626% | |
| 7/31/2025 | Wealthfront Advisers LLC | 26,708 | $1.30M | 0.0% | +68.5% | 0.029% | |
| 7/31/2025 | Leavell Investment Management Inc. | 13,685 | $666K | 0.0% | +1.6% | 0.015% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 66,437 | $3.23M | 0.0% | -7.3% | 0.073% | |
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| 7/31/2025 | LJI Wealth Management LLC | 22,343 | $1.09M | 0.2% | -48.8% | 0.024% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 127,451 | $6.20M | 0.8% | +2,439.9% | 0.140% | |
| 7/30/2025 | Family Capital Management Inc. | 6,454 | $314K | 0.2% | N/A | 0.007% | |
| 7/30/2025 | Phillips Financial Management LLC | 189,072 | $9.20M | 0.7% | -3.4% | 0.207% | |
| 7/30/2025 | Studio Investment Management LLC | 7,730 | $376K | 0.1% | -24.6% | 0.008% | |
| 7/30/2025 | Clune & Associates LTD. | 149,720 | $7.28M | 2.0% | +5.2% | 0.164% | |
| 7/30/2025 | Pittenger & Anderson Inc. | 485,522 | $23.62M | 0.9% | +2.3% | 0.532% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 10,498 | $511K | 0.0% | +84.6% | 0.012% | |
| 7/30/2025 | Townsend & Associates Inc | 1,110,526 | $53.86M | 5.4% | +1.6% | 1.218% | |
| 7/30/2025 | WBH Advisory Inc. | 4,131 | $201K | 0.0% | -4.9% | 0.005% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 10,046 | $487K | 0.0% | +12.7% | 0.011% | |
| 7/29/2025 | International Assets Investment Management LLC | 6,577 | $320K | 0.0% | -38.9% | 0.007% | |
| 7/29/2025 | Level Wealth Management LLC | 8,591 | $418K | 0.2% | -57.4% | 0.009% | |
| 7/29/2025 | Lutz Financial Services LLC | 90,552 | $4.41M | 0.3% | -0.5% | 0.099% | |
| 7/29/2025 | Values First Advisors Inc. | 127,765 | $6.22M | 3.4% | -1.3% | 0.140% | |
| 7/29/2025 | TFC Financial Management Inc. | 19,350 | $941K | 0.1% | N/A | 0.021% | |
| 7/28/2025 | Uptick Partners LLC | 7,047 | $343K | 0.1% | N/A | 0.008% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 30,055 | $1.46M | 1.1% | -6.0% | 0.033% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 167,204 | $8.13M | 3.2% | -2.2% | 0.183% | |
| 7/28/2025 | DORVAL Corp | 289,020 | $14.06M | 5.0% | +2.9% | 0.317% | |
| 7/28/2025 | Harbour Investments Inc. | 22,955 | $1.12M | 0.0% | -10.3% | 0.025% | |
| 7/28/2025 | JGP Wealth Management LLC | 134,602 | $6.55M | 0.8% | +2.7% | 0.148% | |
| 7/25/2025 | Northwest Capital Management Inc | 11,066 | $538K | 0.3% | +4.0% | 0.012% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,325 | $308K | 0.0% | +7.3% | 0.007% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,732 | $376K | 0.0% | +16.0% | 0.008% | |
| 7/25/2025 | Wealth Architects LLC | 4,546 | $221K | 0.0% | -36.0% | 0.005% | |
| 7/25/2025 | Courage Miller Partners LLC | 509,792 | $24.80M | 7.9% | -2.0% | 0.559% | |
| 7/25/2025 | Stephens Consulting LLC | 7,160 | $348K | 0.1% | -13.9% | 0.008% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 19,057 | $927K | 0.2% | -2.3% | 0.021% | |
| 7/25/2025 | CWM LLC | 12,297 | $598K | 0.0% | -7.5% | 0.013% | |
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| 7/25/2025 | Summa Corp. | 4,200 | $204K | 0.1% | N/A | 0.005% | |
| 7/25/2025 | Investment Advisory Group LLC | 51,602 | $2.51M | 0.8% | +2.6% | 0.057% | |
| 7/25/2025 | IRON Financial LLC | 221,121 | $10.76M | 5.6% | +0.9% | 0.242% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 148,933 | $7.25M | 2.2% | +6.0% | 0.163% | |
| 7/24/2025 | Wealth Management Resources Inc. | 332,078 | $16.16M | 5.5% | +6.5% | 0.364% | |
| 7/24/2025 | PDS Planning Inc | 43,627 | $2.12M | 0.2% | +1.1% | 0.048% | |
| 7/24/2025 | Blue Trust Inc. | 8,207 | $399K | 0.0% | -31.3% | 0.009% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 30,133 | $1.47M | 0.1% | -36.3% | 0.033% | |
| 7/24/2025 | Blair William & Co. IL | 12,685 | $617K | 0.0% | -10.2% | 0.014% | |
| 7/24/2025 | Rice Partnership LLC | 3,812 | $185K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | US Bancorp DE | 14,461 | $704K | 0.0% | +5.9% | 0.016% | |
| 7/23/2025 | Columbus Macro LLC | 30,692 | $1.49M | 0.2% | -20.2% | 0.034% | |
| 7/23/2025 | Valmark Advisers Inc. | 46,901 | $2.28M | 0.0% | -1.0% | 0.051% | |
| 7/23/2025 | Bluestem Financial Advisors LLC | 105,976 | $5.16M | 2.2% | -3.8% | 0.116% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 14,706 | $715K | 0.2% | +7.1% | 0.016% | |
| 7/22/2025 | MBL Wealth LLC | 710,403 | $34.56M | 3.3% | -0.8% | 0.779% | |
| 7/22/2025 | Hill Island Financial LLC | 24,020 | $1.17M | 0.3% | -9.9% | 0.026% | |
| 7/21/2025 | Keystone Financial Group Inc. | 44,739 | $2.17M | 1.4% | +11.2% | 0.049% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 11,043 | $537K | 0.0% | N/A | 0.012% | |
| 7/21/2025 | Abundance Wealth Counselors | 218,284 | $10.62M | 2.0% | -5.2% | 0.239% | |
| 7/18/2025 | Vicus Capital | 22,273 | $1.08M | 0.1% | +3.3% | 0.024% | |
| 7/18/2025 | SigFig Wealth Management LLC | 5,037 | $245K | 0.0% | N/A | 0.006% | |
| 7/18/2025 | Truist Financial Corp | 11,620 | $565K | 0.0% | -14.2% | 0.013% | |
| 7/17/2025 | Park Place Capital Corp | 39,970 | $1.94M | 0.4% | N/A | 0.044% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 17,540 | $853K | 0.0% | +2.5% | 0.019% | |
| 7/17/2025 | Fiduciary Advisors Inc. | 185,273 | $9.01M | 7.9% | +6.0% | 0.203% | |
| 7/17/2025 | Capital Insight Partners LLC | 298,413 | $14.52M | 2.5% | -7.0% | 0.327% | |
| 7/17/2025 | City Holding Co. | 47,928 | $2.33M | 0.3% | +5.4% | 0.053% | |
| 7/16/2025 | Cahaba Wealth Management Inc. | 951,285 | $46.28M | 3.6% | -1.5% | 1.043% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 137,067 | $6.62M | 1.0% | -4.8% | 0.150% | |
| 7/16/2025 | MKT Advisors LLC | 37,719 | $1.83M | 0.7% | -3.4% | 0.041% | |
| 7/15/2025 | Mather Group LLC. | 83,246 | $4.05M | 0.0% | -12.3% | 0.091% | |
| 7/15/2025 | Pine Haven Investment Counsel Inc | 16,485 | $802K | 0.6% | +1.9% | 0.018% | |
| 7/15/2025 | Buttonwood Financial Advisors Inc. | 187,435 | $9.12M | 3.7% | +1.1% | 0.206% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 154,557 | $7.52M | 1.6% | -4.7% | 0.169% | |
| 7/15/2025 | Sheets Smith Wealth Management | 27,010 | $1.31M | 0.2% | +10.5% | 0.030% | |
| 7/15/2025 | LVZ Inc. | 6,598 | $321K | 0.0% | -32.8% | 0.007% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 15,865 | $772K | 0.2% | -64.2% | 0.017% | |
| 7/15/2025 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,794 | $331K | 0.1% | +19.8% | 0.007% | |
| 7/15/2025 | CGN Advisors LLC | 165,636 | $8.06M | 0.7% | -16.6% | 0.182% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 382,554 | $18.61M | 5.2% | +3.8% | 0.419% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 152,644 | $7.43M | 2.9% | +1,851.0% | 0.167% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 83,935 | $4.06M | 1.4% | +7.1% | 0.092% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 20,088 | $977K | 0.4% | -1.3% | 0.022% | |
| 7/11/2025 | Prosperity Planning Inc. | 855,558 | $41.62M | 12.0% | +2.5% | 0.938% | |
| 7/11/2025 | First PREMIER Bank | 27,736 | $1.35M | 0.3% | -2.4% | 0.030% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,359 | $309K | 0.0% | +405.5% | 0.007% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 142,614 | $6.94M | 3.2% | +3.3% | 0.156% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 60,607 | $2.93M | 0.0% | -4.8% | 0.066% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 249,026 | $12.12M | 1.9% | +23.5% | 0.273% | |
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| 7/9/2025 | Affinity Capital Advisors LLC | 5,214 | $254K | 0.0% | -21.4% | 0.006% | |
| 7/8/2025 | Corepath Wealth Partners LLC | 115,079 | $5.57M | 4.7% | -5.2% | 0.126% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 130,600 | $6.35M | 0.9% | +3.9% | 0.143% | |
| 7/8/2025 | Goldstone Financial Group LLC | 43,545 | $2.11M | 0.3% | -29.0% | 0.048% | |
| 7/8/2025 | Apella Capital LLC | 390,604 | $18.89M | 0.5% | +62.3% | 0.428% | |
| 7/8/2025 | Parallel Advisors LLC | 2,656 | $129K | 0.0% | +3,024.7% | 0.003% | |
| 7/2/2025 | Dentgroup LLC | 103,473 | $5.03M | 3.5% | -3.1% | 0.111% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 165,118 | $7.98M | 0.0% | +100.9% | 0.177% | |
| 6/6/2025 | eCIO Inc. | 53,416 | $2.58M | 0.9% | N/A | 0.057% | |
| 6/5/2025 | Cim LLC | 550,344 | $26.61M | 4.0% | +2.6% | 0.589% | |
