| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 1,180 | $268K | 0.1% | N/A | 0.000% | |
| 7/15/2025 | BCS Wealth Management | 11,268 | $2.56M | 0.6% | +6.1% | 0.005% | |
| 7/15/2025 | Fifth Third Bancorp | 358 | $81K | 0.0% | -27.7% | 0.000% | |
| 7/15/2025 | Financial Partners Group Inc | 118,800 | $26.98M | 3.7% | +6.5% | 0.050% | |
| 7/15/2025 | ACT Advisors LLC. | 127,999 | $29.07M | 13.4% | N/A | 0.054% | |
| 7/15/2025 | Optima Capital LLC | 6,660 | $1.51M | 0.8% | +151.9% | 0.003% | |
| 7/14/2025 | Baring Financial LLC | 7,862 | $1.79M | 1.3% | +41.1% | 0.003% | |
| 7/14/2025 | Golden State Equity Partners | 1,043 | $237K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | AdvisorNet Financial Inc | 10,120 | $2.30M | 0.1% | -70.1% | 0.004% | |
| 7/14/2025 | CRA Financial Services LLC | 6,210 | $1.41M | 0.2% | +24.7% | 0.003% | |
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| 7/14/2025 | GAMMA Investing LLC | 1,137 | $258K | 0.0% | +517.9% | 0.000% | |
| 7/14/2025 | Ridgewood Investments LLC | 1,153 | $262K | 0.1% | +35.8% | 0.000% | |
| 7/14/2025 | Strategic Planning Group LLC | 916 | $208K | 0.0% | -69.8% | 0.000% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 6,451 | $1.47M | 0.7% | +20.1% | 0.003% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 42,935 | $9.75M | 0.3% | +343.3% | 0.018% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 31,847 | $7.27M | 2.5% | +16.8% | 0.013% | |
| 7/14/2025 | Kieckhefer Group LLC | 8,161 | $1.85M | 1.0% | N/A | 0.003% | |
| 7/14/2025 | Toth Financial Advisory Corp | 24,110 | $5.48M | 0.6% | +4.3% | 0.010% | |
| 7/14/2025 | Southland Equity Partners LLC | 1,016 | $231K | 0.1% | N/A | 0.000% | |
| 7/14/2025 | Abound Wealth Management | 2,891 | $657K | 0.2% | +11.8% | 0.001% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,760 | $400K | 0.0% | -4.5% | 0.001% | |
| 7/14/2025 | Sowell Financial Services LLC | 29,700 | $6.75M | 0.3% | +9.5% | 0.013% | |
| 7/11/2025 | Arthur M. Cohen & Associates LLC | 147,471 | $33.49M | 5.9% | +0.8% | 0.063% | |
| 7/11/2025 | Congress Park Capital LLC | 22,080 | $5.01M | 1.6% | -48.3% | 0.009% | |
| 7/11/2025 | Trinity Wealth Management LLC | 5,973 | $1.36M | 0.5% | +4.5% | 0.003% | |
| 7/11/2025 | First PREMIER Bank | 611 | $139K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 27,844 | $6.32M | 0.1% | +58.2% | 0.012% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 53,772 | $12.21M | 1.0% | +473.3% | 0.023% | |
| 7/11/2025 | UMB Bank n.a. | 250 | $57K | 0.0% | +66.7% | 0.000% | |
| 7/11/2025 | AA Financial Advisors LLC | 3,982 | $904K | 0.2% | +17.7% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 1,412 | $321K | 0.0% | N/A | 0.001% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 45,571 | $10.35M | 3.7% | N/A | 0.019% | |
| 7/10/2025 | Clare Market Investments LLC | 1,855 | $421K | 0.1% | -7.3% | 0.001% | |
| 7/10/2025 | Stewardship Advisors LLC | 138,222 | $31.39M | 7.9% | +0.8% | 0.059% | |
| 7/10/2025 | Worth Asset Management LLC | 19,827 | $4.50M | 2.2% | +26.2% | 0.008% | |
| 7/10/2025 | Global Financial Private Client LLC | 5,583 | $1.27M | 0.5% | +3.0% | 0.002% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 11,737 | $2.67M | 0.3% | -44.2% | 0.005% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 248,948 | $56.54M | 0.7% | +184.8% | 0.106% | |
| 7/10/2025 | Marshall Financial Group LLC | 6,860 | $1.56M | 0.3% | +8.6% | 0.003% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 1,380 | $316K | 0.0% | -9.0% | 0.001% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,119,216 | $256.21M | 0.4% | -0.5% | 0.475% | |
| 7/10/2025 | Atticus Wealth Management LLC | 401 | $91K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Sharkey Howes & Javer | 6,334 | $1.44M | 0.2% | -50.4% | 0.003% | |
| 7/10/2025 | American Financial Advisors LLC | 6,589 | $1.50M | 0.2% | +235.0% | 0.003% | |
| 7/10/2025 | Secure Asset Management LLC | 45,116 | $10.25M | 1.9% | +10.1% | 0.019% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 9,688 | $2.20M | 0.0% | -2.8% | 0.004% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 119,618 | $27.17M | 2.1% | +27.4% | 0.051% | |
| 7/10/2025 | Focus Financial Network Inc. | 76,385 | $17.35M | 0.7% | +3.8% | 0.032% | |
| 7/10/2025 | Jackson Square Capital LLC | 29,086 | $6.61M | 1.5% | N/A | 0.012% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 16,955 | $3.85M | 0.1% | +359.4% | 0.007% | |
| 7/9/2025 | Taylor Hoffman Capital Management LLC | 906 | $206K | 0.1% | N/A | 0.000% | |
| 7/9/2025 | Seneca House Advisors | 2,745 | $623K | 0.3% | +131.1% | 0.001% | |
| 7/9/2025 | Keystone Wealth Services LLC | 9,672 | $2.20M | 0.5% | +90.9% | 0.004% | |
| 7/9/2025 | Balefire LLC | 11,026 | $2.50M | 0.5% | N/A | 0.005% | |
| 7/9/2025 | Fiduciary Alliance LLC | 2,543 | $578K | 0.0% | +8.9% | 0.001% | |
| 7/9/2025 | Bank of New Hampshire | 10,485 | $2.38M | 0.6% | -5.0% | 0.004% | |
| 7/9/2025 | Parkside Advisors LLC | 109,567 | $24.88M | 5.5% | +0.1% | 0.046% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 20,290 | $4.61M | 3.4% | -7.0% | 0.009% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 14,792 | $3.36M | 1.2% | -50.0% | 0.006% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 4,399 | $999K | 0.4% | -2.2% | 0.002% | |
| 7/9/2025 | Presidio Capital Management LLC | 5,324 | $1.21M | 0.5% | -24.0% | 0.002% | |
| 7/9/2025 | First Financial Corp IN | 7,531 | $1.71M | 0.8% | -2.4% | 0.003% | |
| 7/8/2025 | Corepath Wealth Partners LLC | 876 | $201K | 0.2% | N/A | 0.000% | |
| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 120,385 | $27.34M | 7.9% | +7.3% | 0.052% | |
| 7/8/2025 | Silverleafe Capital Partners LLC | 2,065 | $469K | 0.2% | -25.7% | 0.001% | |
| 7/8/2025 | Prism Advisors Inc. | 26,309 | $5.98M | 1.7% | -3.4% | 0.011% | |
| 7/8/2025 | RMR Wealth Builders | 1,025 | $233K | 0.0% | N/A | 0.000% | |
| 7/8/2025 | Legacy Private Trust Co. | 4,320 | $981K | 0.1% | N/A | 0.002% | |
| 7/8/2025 | GK Wealth Management LLC | 9,453 | $2.15M | 1.9% | +11.1% | 0.004% | |
| 7/7/2025 | O Connor Financial Group LLC | 1,397 | $320K | 0.1% | +19.2% | 0.001% | |
| 7/7/2025 | Verde Capital Management | 149,468 | $33.94M | 8.4% | +2.0% | 0.064% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 137,241 | $31.17M | 7.9% | +7.2% | 0.059% | |
| 7/7/2025 | Peak Financial Advisors LLC | 2,733 | $621K | 0.3% | -67.7% | 0.001% | |
| 7/7/2025 | Global Wealth Strategies & Associates | 117,726 | $26.74M | 7.7% | -3.6% | 0.051% | |
| 7/7/2025 | Modus Advisors LLC | 67,262 | $15.28M | 4.5% | +0.1% | 0.029% | |
| 7/7/2025 | Nova Wealth Management Inc. | 1,273 | $289K | 0.2% | +1,668.1% | 0.001% | |
| 7/7/2025 | Life Line Wealth Management LLC | 1,559 | $354K | 0.1% | +21.3% | 0.001% | |
| 7/7/2025 | TruWealth Advisors LLC | 171,423 | $38.93M | 2.1% | -0.2% | 0.074% | |
| 7/7/2025 | RDA Financial Network | 8,093 | $1.84M | 0.5% | N/A | 0.003% | |
| 7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 3,570 | $811K | 0.4% | -3.1% | 0.002% | |
| 7/3/2025 | TrueWealth Advisors LLC | 6,919 | $1.57M | 0.5% | +1.8% | 0.003% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 1,504 | $338K | 0.1% | -16.6% | 0.001% | |
| 7/2/2025 | HBW Advisory Services LLC | 29,313 | $6.66M | 0.8% | +7.0% | 0.014% | |
| 7/2/2025 | Howard Financial Services LTD. | 2,058 | $467K | 0.1% | -22.8% | 0.001% | |
| 7/2/2025 | Central Pacific Bank Trust Division | 31,106 | $7.06M | 0.9% | -0.8% | 0.015% | |
| 7/1/2025 | Private Client Services LLC | 2,339 | $531K | 0.2% | +24.4% | 0.001% | |
| 6/13/2025 | Optima Capital LLC | 2,644 | $510K | 0.3% | +36.4% | 0.001% | |
| 6/10/2025 | Compass Financial Services Inc | 55,559 | $10.72M | 5.6% | +5.4% | 0.026% | |
| 6/3/2025 | Invst LLC | 11,563 | $2.23M | 0.3% | +9.5% | 0.005% | |
| 6/2/2025 | Modern Wealth Management LLC | 31,492 | $6.08M | 0.2% | +0.6% | 0.015% | |
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| 5/28/2025 | Jones Financial Companies Lllp | 1,262,644 | $243.79M | 0.2% | +48.1% | 0.592% | |
| 5/28/2025 | GK Wealth Management LLC | 5,963 | $1.15M | 1.3% | -2.7% | 0.003% | |
| 5/28/2025 | Intrua Financial LLC | 1,794 | $346K | 0.1% | -41.0% | 0.001% | |
| 5/27/2025 | Jacobi Capital Management LLC | 1,382 | $267K | 0.0% | -17.8% | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 46,024 | $8.88M | 0.1% | -6.1% | 0.022% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 65,358 | $12.62M | 2.2% | +14.2% | 0.031% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,962 | $572K | 0.0% | -80.6% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 19,506 | $3.77M | 0.2% | -24.9% | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 116,179 | $22.43M | 0.1% | +46.1% | 0.054% | |
| 5/20/2025 | Integrity Alliance LLC. | 9,932 | $1.92M | 0.1% | N/A | 0.005% | |
