| 4/15/2025 | Zhang Financial LLC | 1,470,452 | $91.32M | 4.8% | +15.6% | 0.110% | |
| 4/15/2025 | Paladin Advisory Group LLC | 8,276 | $514K | 0.4% | +122.7% | 0.001% | |
| 4/15/2025 | Baker Ellis Asset Management LLC | 3,300 | $205K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 1,797,532 | $111.63M | 6.9% | N/A | 0.134% | |
| 4/15/2025 | Transform Wealth LLC | 12,742 | $791K | 0.0% | +21.0% | 0.001% | |
| 4/15/2025 | Focus Financial Network Inc. | 443,621 | $27.55M | 1.1% | +5.4% | 0.033% | |
| 4/15/2025 | Fiduciary Advisors Inc. | 128,910 | $8.01M | 7.9% | +2.0% | 0.010% | |
| 4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 248,477 | $15.08M | 3.2% | -6.9% | 0.019% | |
| 4/15/2025 | Charis Legacy Partners LLC | 151,539 | $9.41M | 17.8% | +0.8% | 0.011% | |
| 4/15/2025 | Alhambra Investment Management LLC | 46,468 | $2.89M | 1.5% | +8.3% | 0.003% | |
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| 4/15/2025 | CX Institutional | 1,645 | $102K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Integrated Advisors Network LLC | 14,696 | $913K | 0.0% | +3.8% | 0.001% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 14,727 | $915K | 0.4% | +2.2% | 0.001% | |
| 4/15/2025 | Corrigan Financial Inc. | 758,678 | $47.11M | 9.7% | +18.9% | 0.057% | |
| 4/15/2025 | Michael A. Dubis Financial Planning LLC | 22,083 | $1.37M | 1.3% | +1.8% | 0.002% | |
| 4/15/2025 | West Paces Advisors Inc. | 1,741 | $108K | 0.0% | -25.0% | 0.000% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 12,800 | $795K | 0.0% | -2.2% | 0.001% | |
| 4/14/2025 | Regatta Capital Group LLC | 6,553 | $407K | 0.1% | +7.1% | 0.000% | |
| 4/14/2025 | Investment Advisory Group LLC | 21,369 | $1.33M | 0.4% | +1.5% | 0.002% | |
| 4/14/2025 | Everest Management Corp. | 34,945 | $2.17M | 2.0% | -13.9% | 0.003% | |
| 4/14/2025 | WFA Asset Management Corp | 1,205 | $73K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 72,459 | $4.51M | 0.1% | +3.8% | 0.005% | |
| 4/14/2025 | Clarity Capital Advisors LLC | 81,091 | $5.04M | 3.3% | +6.0% | 0.006% | |
| 4/14/2025 | Portside Wealth Group LLC | 39,610 | $2.46M | 0.4% | +70.3% | 0.003% | |
| 4/14/2025 | Wiser Wealth Management Inc | 32,630 | $2.03M | 0.6% | +2.9% | 0.002% | |
| 4/14/2025 | Selective Wealth Management Inc. | 32,674 | $1.96M | 0.8% | +67.3% | 0.002% | |
| 4/14/2025 | Centricity Wealth Management LLC | 11,970 | $743K | 0.7% | -3.8% | 0.001% | |
| 4/14/2025 | Cherrydale Wealth Management LLC | 213,953 | $13.29M | 5.3% | -7.7% | 0.016% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 3,516 | $218K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | 25 LLC | 604,348 | $37.53M | 15.5% | +4.4% | 0.045% | |
| 4/14/2025 | Abacus Planning Group Inc. | 461,065 | $28.63M | 5.0% | +1.5% | 0.034% | |
| 4/14/2025 | Capital Investment Advisors LLC | 4,829 | $300K | 0.0% | -77.3% | 0.000% | |
| 4/14/2025 | BCS Wealth Management | 22,588 | $1.40M | 0.4% | +6.9% | 0.002% | |
| 4/14/2025 | Flagship Private Wealth LLC | 3,712 | $231K | 0.1% | N/A | 0.000% | |
| 4/14/2025 | Arbor Wealth Advisors LLC | 294,434 | $18.28M | 16.3% | +1.8% | 0.022% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 74,246 | $4.61M | 0.1% | -8.7% | 0.006% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 31,870 | $1.98M | 1.4% | +11.9% | 0.002% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 12,876 | $800K | 0.1% | -30.3% | 0.001% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 66,088 | $4.10M | 0.6% | +1.3% | 0.005% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 1,288,421 | $80.01M | 7.3% | +10.3% | 0.096% | |
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| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 4,820 | $299K | 0.1% | -10.0% | 0.000% | |
| 4/14/2025 | Wedmont Private Capital | 77,662 | $4.66M | 0.2% | +33.0% | 0.006% | |
| 4/14/2025 | Sunflower Bank N.A. | 580,205 | $36.03M | 10.1% | -3.1% | 0.043% | |
| 4/11/2025 | First City Capital Management Inc. | 5,615 | $349K | 0.2% | -37.0% | 0.000% | |
| 4/11/2025 | Gleason Group Inc. | 734,574 | $45.62M | 8.2% | +3.8% | 0.055% | |
| 4/11/2025 | Godsey & Gibb Inc. | 1,352 | $84K | 0.0% | N/A | 0.000% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 858,852 | $53.34M | 12.5% | +4.6% | 0.064% | |
| 4/11/2025 | OLIO Financial Planning | 24,557 | $1.53M | 0.5% | -4.2% | 0.002% | |
| 4/11/2025 | Gridiron Partners LLC | 19,427 | $1.21M | 0.8% | -5.8% | 0.001% | |
| 4/11/2025 | Pitti Group Wealth Management LLC | 17,033 | $1.06M | 1.1% | +5.2% | 0.001% | |
| 4/11/2025 | Eagle Rock Investment Company LLC | 4,172 | $259K | 0.0% | -14.1% | 0.000% | |
| 4/11/2025 | Unique Wealth LLC | 5,479 | $340K | 0.1% | N/A | 0.000% | |
| 4/11/2025 | Magnus Financial Group LLC | 5,854 | $364K | 0.0% | -20.8% | 0.000% | |
| 4/11/2025 | Cora Capital Advisors LLC | 15,344 | $953K | 0.5% | -15.9% | 0.001% | |
| 4/11/2025 | Pinnacle Wealth Management Group Inc. | 67,089 | $4.17M | 2.9% | N/A | 0.005% | |
| 4/11/2025 | Enclave Advisors LLC | 3,660 | $227K | 0.0% | +7.3% | 0.000% | |
| 4/11/2025 | Riverview Trust Co | 6,215 | $386K | 0.4% | +126.9% | 0.000% | |
| 4/11/2025 | Prosperity Planning Inc. | 8,580 | $533K | 0.2% | -5.2% | 0.001% | |
| 4/11/2025 | Foster Group Inc. | 4,825 | $300K | 0.0% | +3.7% | 0.000% | |
| 4/10/2025 | Retirement Planning Group LLC | 32,267 | $2.00M | 0.1% | +107.6% | 0.002% | |
| 4/10/2025 | Charles Schwab Trust Co | 6,008 | $373K | 0.0% | N/A | 0.000% | |
| 4/10/2025 | Trinity Wealth Management LLC | 9,820 | $610K | 0.3% | +7.6% | 0.001% | |
| 4/10/2025 | Lmcg Investments LLC | 6,150 | $382K | 0.0% | +47.7% | 0.000% | |
| 4/10/2025 | Fermata Advisors LLC | 9,793 | $608K | 0.1% | +8.2% | 0.001% | |
| 4/10/2025 | Naples Global Advisors LLC | 8,318 | $517K | 0.0% | -2.3% | 0.001% | |
| 4/10/2025 | Matrix Trust Co | 16,266 | $1.01M | 0.2% | +501.6% | 0.001% | |
| 4/10/2025 | FSA Investment Group LLC | 18,119 | $1.13M | 1.0% | -13.6% | 0.001% | |
| 4/10/2025 | Portside Wealth Group LLC | 23,258 | $1.37M | 0.2% | N/A | 0.002% | |
| 4/10/2025 | Long Run Wealth Advisors LLC | 8,654 | $537K | 0.1% | +14.0% | 0.001% | |
| 4/10/2025 | Granite Bay Wealth Management LLC | 5,935 | $369K | 0.1% | -9.0% | 0.000% | |
| 4/10/2025 | Apella Capital LLC | 174,606 | $10.39M | 0.4% | -2.5% | 0.013% | |
| 4/10/2025 | CGN Advisors LLC | 49,386 | $3.07M | 0.3% | +118.2% | 0.004% | |
| 4/9/2025 | Kwmg LLC | 4,999 | $310K | 0.0% | -18.4% | 0.000% | |
| 4/9/2025 | RFG Advisory LLC | 9,372 | $582K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 132,280 | $8.22M | 6.8% | N/A | 0.010% | |
| 4/9/2025 | HBW Advisory Services LLC | 8,654 | $537K | 0.1% | +145.4% | 0.001% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 781 | $48K | 0.0% | -29.9% | 0.000% | |
| 4/9/2025 | Merit Financial Group LLC | 94,174 | $5.85M | 0.1% | +8.5% | 0.007% | |
| 4/9/2025 | Affiance Financial LLC | 25,414 | $1.58M | 0.4% | -26.2% | 0.002% | |
| 4/9/2025 | Flagstar Advisors Inc. | 31,880 | $1.98M | 0.5% | +5.3% | 0.002% | |
| 4/9/2025 | Graves Light Lenhart Wealth Inc. | 4,878 | $303K | 0.0% | -53.7% | 0.000% | |
| 4/9/2025 | Archer Investment Management LLC | 9,229 | $573K | 0.4% | N/A | 0.001% | |
| 4/9/2025 | NBC Securities Inc. | 4,070 | $252K | 0.0% | +101,650.0% | 0.000% | |
| 4/9/2025 | West Financial Advisors LLC | 28,011 | $1.74M | 0.3% | -0.7% | 0.002% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 5,230 | $325K | 0.1% | N/A | 0.000% | |
| 4/9/2025 | American National Bank & Trust | 12,024 | $747K | 0.1% | +9.3% | 0.001% | |
| 4/9/2025 | Hardin Capital Partners LLC | 21,008 | $1.31M | 0.8% | +6.2% | 0.002% | |
| 4/9/2025 | 180 Wealth Advisors LLC | 7,042 | $439K | 0.1% | +4.7% | 0.001% | |
| 4/9/2025 | Wallace Advisory Group LLC | 13,689 | $807K | 0.6% | N/A | 0.001% | |
| 4/8/2025 | Catalyst Private Wealth LLC | 85,926 | $5.34M | 2.6% | +36.3% | 0.006% | |
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| 4/8/2025 | First Community Trust NA | 6,916 | $429K | 0.4% | -23.2% | 0.001% | |
| 4/8/2025 | Rooted Wealth Advisors Inc. | 8,986 | $516K | 0.2% | -2.3% | 0.001% | |
| 4/8/2025 | James J. Burns & Company LLC | 563,664 | $35.00M | 6.3% | +1.6% | 0.042% | |
| 4/8/2025 | Winthrop Advisory Group LLC | 11,475 | $713K | 0.1% | +8.6% | 0.001% | |
| 4/8/2025 | IFG Advisors LLC | 3,924 | $244K | 0.0% | +7.3% | 0.000% | |
| 4/8/2025 | Burns J W & Co. Inc. NY | 72,902 | $4.53M | 0.6% | +37.0% | 0.005% | |
| 4/8/2025 | Advisory Alpha LLC | 7,643 | $475K | 0.0% | -32.6% | 0.001% | |
| 4/8/2025 | Retirement Wealth Solutions LLC | 7,100 | $441K | 0.4% | +3.7% | 0.001% | |
| 4/8/2025 | Rothschild Investment LLC | 19,740 | $1.23M | 0.1% | +1.4% | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 114,808 | $7.14M | 0.2% | -0.2% | 0.009% | |
