| 7/21/2025 | Trellis Wealth Advisors LLC | 82,997 | $5.69M | 2.5% | +1.8% | 0.052% | |
| 7/21/2025 | Keb Asset Management LLC | 27,699 | $1.90M | 0.5% | +61.7% | 0.017% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,228 | $290K | 0.0% | -57.7% | 0.003% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 34,322 | $2.35M | 0.3% | +36.4% | 0.022% | |
| 7/21/2025 | F&V Capital Management LLC | 10,950 | $751K | 0.2% | N/A | 0.007% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 28,543 | $1.96M | 0.2% | +2.1% | 0.018% | |
| 7/18/2025 | Vicus Capital | 4,154 | $285K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Naples Global Advisors LLC | 3,228 | $221K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | Pure Financial Advisors LLC | 1,381,984 | $94.72M | 1.7% | -1.6% | 0.869% | |
| 7/18/2025 | BSW Wealth Partners | 210,041 | $14.40M | 2.0% | +7.3% | 0.132% | |
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| 7/18/2025 | Benchmark Wealth Management LLC | 4,657 | $319K | 0.1% | +21.7% | 0.003% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 23,313 | $1.60M | 0.8% | -9.1% | 0.015% | |
| 7/18/2025 | Trilogy Capital Inc. | 38,245 | $2.62M | 0.1% | -21.0% | 0.024% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 54,740 | $3.75M | 2.9% | +94.3% | 0.034% | |
| 7/18/2025 | Truist Financial Corp | 7,845 | $538K | 0.0% | +44.8% | 0.005% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 79,869 | $5.47M | 3.4% | +5.9% | 0.050% | |
| 7/18/2025 | FMB Wealth Management | 21,949 | $1.50M | 0.7% | +58.9% | 0.014% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 52,502 | $3.60M | 3.2% | +5.0% | 0.033% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 97,049 | $6.65M | 3.0% | -0.4% | 0.061% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 17,998 | $1.23M | 0.4% | +321.6% | 0.011% | |
| 7/17/2025 | Northwest Wealth Management LLC | 148,982 | $10.21M | 1.8% | +0.3% | 0.094% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 868,539 | $59.53M | 5.5% | +0.2% | 0.546% | |
| 7/17/2025 | LexAurum Advisors LLC | 77,897 | $5.34M | 0.8% | +14.3% | 0.049% | |
| 7/17/2025 | HB Wealth Management LLC | 1,017,842 | $69.76M | 0.6% | -6.5% | 0.640% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 158,119 | $10.84M | 1.6% | +2.4% | 0.099% | |
| 7/17/2025 | Claris Advisors LLC MO | 3,035 | $208K | 0.1% | N/A | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 29,823 | $2.04M | 0.0% | +27.3% | 0.019% | |
| 7/17/2025 | Fifth Third Securities Inc. | 19,724 | $1.35M | 0.1% | +6.2% | 0.012% | |
| 7/17/2025 | ERn Financial LLC | 172,901 | $11.85M | 2.5% | -5.4% | 0.109% | |
| 7/17/2025 | Symmetry Partners LLC | 32,551 | $2.23M | 0.3% | -33.7% | 0.020% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 3,186 | $218K | 0.1% | N/A | 0.002% | |
| 7/17/2025 | Stone Summit Wealth LLC | 34,371 | $2.36M | 0.7% | +2.8% | 0.022% | |
| 7/17/2025 | XY Planning Network Inc. | 7,745 | $531K | 0.2% | +89.7% | 0.005% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 313,052 | $21.46M | 3.7% | +7.4% | 0.197% | |
| 7/17/2025 | Sterneck Capital Management LLC | 57,621 | $3.95M | 2.0% | +8.7% | 0.036% | |
| 7/17/2025 | CogentBlue Wealth Advisors LLC | 8,160 | $559K | 0.4% | +47.7% | 0.005% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 50,031 | $3.43M | 2.1% | +4.7% | 0.031% | |
| 7/16/2025 | Squire Investment Management Company LLC | 5,978 | $410K | 0.2% | +42.3% | 0.004% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 178,787 | $12.25M | 1.6% | +4.6% | 0.112% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 263,116 | $18.03M | 1.2% | -2.1% | 0.165% | |
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| 7/16/2025 | MBE Wealth Management LLC | 3,560 | $244K | 0.1% | -6.1% | 0.002% | |
| 7/16/2025 | Perigon Wealth Management LLC | 58,202 | $3.99M | 0.1% | +7.6% | 0.037% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 21,837 | $1.50M | 0.4% | -1.7% | 0.014% | |
| 7/16/2025 | Plancorp LLC | 201,441 | $13.81M | 0.5% | -0.6% | 0.127% | |
| 7/16/2025 | Sylvest Advisors LLC | 95,798 | $6.57M | 3.8% | +1.6% | 0.060% | |
| 7/15/2025 | Level Financial Advisors | 67,756 | $4.64M | 1.4% | +1.8% | 0.043% | |
| 7/15/2025 | Signet Financial Management LLC | 125,185 | $8.58M | 1.1% | -2.9% | 0.079% | |
| 7/15/2025 | Total Wealth Planning LLC | 119,990 | $8.22M | 1.0% | +3.8% | 0.075% | |
| 7/15/2025 | RVW Wealth LLC | 16,180 | $1.11M | 0.1% | -10.3% | 0.010% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 120,701 | $8.27M | 5.3% | -2.9% | 0.076% | |
| 7/15/2025 | Bannerman Wealth Management Group LLC | 7,448 | $510K | 0.4% | +5.0% | 0.005% | |
| 7/15/2025 | Define Financial LLC | 147,391 | $10.10M | 6.7% | +1.0% | 0.093% | |
| 7/15/2025 | Maseco LLP | 1,082,299 | $74.12M | 2.8% | N/A | 0.680% | |
| 7/15/2025 | Fifth Third Bancorp | 495,052 | $33.93M | 0.1% | +8.5% | 0.311% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 138,222 | $9.47M | 1.5% | +2.7% | 0.087% | |
| 7/15/2025 | Oak Root LLC | 1,167,215 | $80.00M | 9.9% | -0.6% | 0.734% | |
| 7/15/2025 | Fortitude Family Office LLC | 80,451 | $5.51M | 1.8% | N/A | 0.051% | |
| 7/15/2025 | CGN Advisors LLC | 249,757 | $17.12M | 1.5% | +4.1% | 0.157% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 41,191 | $2.82M | 0.5% | +131.2% | 0.026% | |
| 7/14/2025 | AdvisorNet Financial Inc | 492 | $34K | 0.0% | +213.4% | 0.000% | |
| 7/14/2025 | Chris Bulman Inc | 53,503 | $3.67M | 2.1% | +187.1% | 0.034% | |
| 7/14/2025 | BetterWealth LLC | 103,956 | $7.13M | 1.8% | +7.4% | 0.065% | |
| 7/14/2025 | Foster Group Inc. | 6,057 | $415K | 0.0% | N/A | 0.004% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 34,868 | $2.39M | 0.4% | -2.4% | 0.022% | |
| 7/14/2025 | Friday Financial | 9,063 | $621K | 0.3% | N/A | 0.006% | |
| 7/14/2025 | ABLE Financial Group LLC | 106,141 | $7.28M | 1.8% | +16.2% | 0.067% | |
| 7/14/2025 | Flagstar Advisors Inc. | 9,575 | $656K | 0.2% | +15.1% | 0.006% | |
| 7/14/2025 | Park Avenue Securities LLC | 444,194 | $30.45M | 0.3% | +5.0% | 0.279% | |
| 7/11/2025 | Annex Advisory Services LLC | 1,767,726 | $121.16M | 2.9% | -2.2% | 1.112% | |
| 7/11/2025 | Wealth Management Partners LLC | 21,625 | $1.48M | 0.5% | -78.1% | 0.014% | |
| 7/11/2025 | Prosperity Planning Inc. | 137,850 | $9.45M | 2.7% | +4.8% | 0.087% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 320,694 | $21.98M | 3.0% | +4.2% | 0.202% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 34,255 | $2.35M | 1.4% | -8.5% | 0.022% | |
| 7/11/2025 | Ridgeline Wealth LLC | 7,339 | $503K | 0.4% | +99.2% | 0.005% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 70,164 | $4.81M | 2.2% | +4.0% | 0.044% | |
| 7/11/2025 | Kaufman Rossin Wealth LLC | 5,156 | $353K | 0.2% | N/A | 0.003% | |
| 7/11/2025 | Farther Finance Advisors LLC | 311,597 | $21.36M | 0.4% | +100.2% | 0.196% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 552,985 | $37.90M | 3.3% | +41.2% | 0.349% | |
| 7/11/2025 | Grove Bank & Trust | 54,964 | $3.77M | 0.5% | +75.0% | 0.035% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 212,553 | $14.57M | 4.6% | +0.5% | 0.134% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 151,997 | $10.42M | 0.1% | -21.9% | 0.096% | |
| 7/10/2025 | Envision Financial LLC | 3,957 | $271K | 0.2% | N/A | 0.002% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 90,040 | $6.17M | 1.5% | +0.2% | 0.057% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 439,373 | $30.12M | 7.3% | -3.3% | 0.278% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 258,834 | $17.97M | 0.0% | -1.7% | 0.164% | |
| 7/10/2025 | Wedmont Private Capital | 52,293 | $3.60M | 0.2% | +12.8% | 0.033% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 19,759 | $1.35M | 0.1% | -0.9% | 0.012% | |
| 7/10/2025 | Sovran Advisors LLC | 10,481 | $721K | 0.1% | +24.6% | 0.007% | |
| 7/9/2025 | Aurelius Family Office LLC | 35,249 | $2.42M | 1.1% | -4.8% | 0.022% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 43,248 | $2.96M | 0.1% | -11.2% | 0.027% | |
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| 7/9/2025 | Sunpointe LLC | 9,306 | $638K | 0.3% | -2.1% | 0.006% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 27,166 | $1.86M | 0.6% | +12.1% | 0.017% | |
| 7/9/2025 | Breakwater Capital Group | 34,636 | $2.37M | 0.4% | +4.1% | 0.022% | |
| 7/9/2025 | Hardin Capital Partners LLC | 13,303 | $913K | 0.5% | +26.2% | 0.008% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 639,598 | $43.84M | 3.0% | +6.5% | 0.404% | |
| 7/9/2025 | Shore Point Advisors LLC | 30,806 | $2.11M | 1.0% | +1.2% | 0.019% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 34,213 | $2.35M | 1.7% | +5.3% | 0.022% | |
| 7/9/2025 | Emprise Bank | 3,574 | $245K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | High Probability Advisors LLC | 288,626 | $19.78M | 3.0% | -1.6% | 0.182% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 261,277 | $17.91M | 0.5% | +4.3% | 0.165% | |
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