| 7/18/2025 | Tanager Wealth Management LLP | 201,366 | $20.30M | 2.4% | -13.5% | 0.231% | |
| 7/18/2025 | Vicus Capital | 28,767 | $2.90M | 0.2% | +9.3% | 0.033% | |
| 7/18/2025 | BSW Wealth Partners | 365,900 | $36.89M | 5.1% | +6.8% | 0.419% | |
| 7/18/2025 | Trilogy Capital Inc. | 2,189 | $221K | 0.0% | -5.4% | 0.003% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 94,494 | $9.53M | 7.4% | +30.6% | 0.108% | |
| 7/18/2025 | Truist Financial Corp | 6,886 | $694K | 0.0% | +34.3% | 0.008% | |
| 7/18/2025 | FMB Wealth Management | 139,948 | $14.11M | 6.7% | +11.9% | 0.160% | |
| 7/17/2025 | Mattern Wealth Management LLC | 348,017 | $35.09M | 7.3% | +24.1% | 0.401% | |
| 7/17/2025 | Northwest Wealth Management LLC | 86,069 | $8.68M | 1.6% | -1.9% | 0.099% | |
| 7/17/2025 | LexAurum Advisors LLC | 209,927 | $21.17M | 3.3% | +24.8% | 0.242% | |
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| 7/17/2025 | HB Wealth Management LLC | 3,735,407 | $376.60M | 3.0% | +218.1% | 4.300% | |
| 7/17/2025 | Claris Advisors LLC MO | 3,287 | $331K | 0.1% | N/A | 0.004% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 4,320 | $436K | 0.0% | -20.2% | 0.005% | |
| 7/17/2025 | Smith Anglin Financial LLC | 114,933 | $11.59M | 1.0% | -87.0% | 0.132% | |
| 7/17/2025 | Fifth Third Securities Inc. | 26,475 | $2.67M | 0.2% | +10.4% | 0.030% | |
| 7/17/2025 | Symmetry Partners LLC | 74,074 | $7.47M | 0.9% | -30.3% | 0.085% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 7,129 | $719K | 0.1% | -27.9% | 0.008% | |
| 7/17/2025 | XY Planning Network Inc. | 20,298 | $2.05M | 0.7% | +41.9% | 0.023% | |
| 7/17/2025 | KWB Wealth | 36,032 | $3.33M | 0.4% | +4.0% | 0.041% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 675,484 | $68.10M | 11.6% | +5.9% | 0.777% | |
| 7/17/2025 | Sterneck Capital Management LLC | 35,910 | $3.62M | 1.8% | +3.5% | 0.041% | |
| 7/17/2025 | Sage Rhino Capital LLC | 83,621 | $8.43M | 1.8% | -18.7% | 0.096% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 244,883 | $24.69M | 15.0% | +7.3% | 0.282% | |
| 7/16/2025 | Meredith Wealth Planning | 82,657 | $8.33M | 3.0% | +23.0% | 0.095% | |
| 7/16/2025 | Perigon Wealth Management LLC | 81,585 | $8.23M | 0.2% | -3.0% | 0.094% | |
| 7/16/2025 | Magnus Financial Group LLC | 20,552 | $2.07M | 0.2% | -6.2% | 0.024% | |
| 7/16/2025 | Plancorp LLC | 530,115 | $53.45M | 1.9% | +0.3% | 0.610% | |
| 7/15/2025 | Regatta Capital Group LLC | 14,288 | $1.44M | 0.2% | -1.9% | 0.016% | |
| 7/15/2025 | Signet Financial Management LLC | 6,857 | $691K | 0.1% | -21.4% | 0.008% | |
| 7/15/2025 | Evanson Asset Management LLC | 11,184 | $1.13M | 0.1% | +12.8% | 0.013% | |
| 7/15/2025 | RVW Wealth LLC | 831,705 | $83.85M | 7.1% | -6.8% | 0.957% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 207,329 | $20.90M | 13.4% | -11.4% | 0.239% | |
| 7/15/2025 | Bannerman Wealth Management Group LLC | 48,671 | $4.91M | 3.8% | -11.7% | 0.056% | |
| 7/15/2025 | Maseco LLP | 2,093,479 | $211.00M | 8.0% | N/A | 2.410% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 110,802 | $11.17M | 1.8% | +2,162.7% | 0.128% | |
| 7/15/2025 | Oak Root LLC | 3,032,705 | $305.76M | 37.9% | -0.6% | 3.491% | |
| 7/15/2025 | Kwmg LLC | 118,577 | $11.96M | 1.1% | +1.7% | 0.136% | |
| 7/15/2025 | CGN Advisors LLC | 13,056 | $1.32M | 0.1% | +4.2% | 0.015% | |
| 7/14/2025 | Buttonwood Financial Group LLC | 231,110 | $23.51M | 11.9% | +2.3% | 0.266% | |
| 7/14/2025 | Seed Wealth Management Inc. | 35,925 | $3.62M | 2.7% | -18.7% | 0.041% | |
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| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 494,121 | $49.82M | 7.5% | +3.7% | 0.569% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 23,982 | $2.42M | 0.2% | +14.5% | 0.028% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 90,592 | $9.13M | 4.5% | +28.7% | 0.104% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 2,134 | $215K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Park Avenue Securities LLC | 597,681 | $60.26M | 0.6% | +12.4% | 0.688% | |
| 7/11/2025 | Annex Advisory Services LLC | 2,585,372 | $260.66M | 6.3% | +11.5% | 2.976% | |
| 7/11/2025 | Wealth Management Partners LLC | 14,260 | $1.45M | 0.5% | +16.3% | 0.016% | |
| 7/11/2025 | Prosperity Planning Inc. | 45,461 | $4.58M | 1.3% | +8.9% | 0.052% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 1,108,916 | $111.80M | 15.1% | +8.3% | 1.276% | |
| 7/11/2025 | Ridgeline Wealth LLC | 51,292 | $5.17M | 4.2% | -82.4% | 0.059% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 38,725 | $3.90M | 1.8% | +25.9% | 0.045% | |
| 7/11/2025 | Farther Finance Advisors LLC | 47,465 | $4.79M | 0.1% | +1.2% | 0.055% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 34,604 | $3.49M | 0.3% | +11.3% | 0.040% | |
| 7/11/2025 | UMB Bank n.a. | 13,531 | $1.36M | 0.0% | -0.7% | 0.016% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 595,701 | $60.06M | 5.3% | +53.6% | 0.686% | |
| 7/10/2025 | Anderson Hoagland & Co. | 113,037 | $11.40M | 1.1% | +1.4% | 0.130% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 25,811 | $2.60M | 0.7% | +16.9% | 0.030% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 262,369 | $26.45M | 8.4% | -1.4% | 0.302% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 4,254 | $429K | 0.2% | N/A | 0.005% | |
| 7/10/2025 | Vista Investment Partners LLC | 22,982 | $2.32M | 0.7% | N/A | 0.026% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 53,887 | $5.43M | 1.3% | +4.8% | 0.062% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 1,059,366 | $106.81M | 26.0% | -2.0% | 1.219% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 601,310 | $61.65M | 0.1% | +3.0% | 0.692% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 6,987 | $715K | 0.3% | N/A | 0.008% | |
| 7/9/2025 | Sunpointe LLC | 20,812 | $2.10M | 0.8% | -0.8% | 0.024% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 3,032 | $306K | 0.1% | N/A | 0.003% | |
| 7/9/2025 | Hardin Capital Partners LLC | 10,436 | $1.06M | 0.6% | +24.8% | 0.012% | |
| 7/9/2025 | GEM Asset Management LLC | 2,022 | $206K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | Beacon Financial Group | 17,516 | $1.77M | 0.2% | -8.3% | 0.020% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 196,863 | $19.85M | 6.9% | +4.2% | 0.227% | |
| 7/8/2025 | Ehrlich Financial Group | 61,155 | $6.17M | 4.0% | -19.7% | 0.070% | |
| 7/8/2025 | Paladin Wealth LLC | 5,747 | $579K | 0.5% | N/A | 0.007% | |
| 7/8/2025 | Apella Capital LLC | 170,903 | $17.39M | 0.5% | -9.6% | 0.197% | |
| 7/8/2025 | Holcombe Financial Inc. | 43,903 | $4.43M | 3.3% | -35.9% | 0.051% | |
| 7/8/2025 | Gradient Investments LLC | 96,304 | $9.71M | 0.2% | +112.2% | 0.111% | |
| 7/3/2025 | Lam Group Inc. | 11,160 | $1.13M | 0.8% | +6.5% | 0.013% | |
| 7/3/2025 | Collective Family Office LLC | 15,760 | $1.59M | 0.4% | -6.5% | 0.019% | |
| 7/3/2025 | McLean Asset Management Corp | 152,343 | $15.52M | 4.1% | +6.3% | 0.183% | |
| 6/2/2025 | Modern Wealth Management LLC | 13,581 | $1.26M | 0.0% | +42.6% | 0.016% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 11,888 | $1.10M | 0.5% | N/A | 0.014% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 70,397 | $6.50M | 3.8% | -3.6% | 0.083% | |
| 5/23/2025 | Triune Financial Partners LLC | 33,914 | $3.13M | 1.0% | +0.3% | 0.040% | |
| 5/22/2025 | Mattson Financial Services LLC | 1,157 | $107K | 0.0% | N/A | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,219 | $575K | 0.0% | -47.4% | 0.007% | |
| 5/20/2025 | Focus Partners Wealth | 344,252 | $31.80M | 0.1% | -1.4% | 0.404% | |
| 5/20/2025 | Glenview Trust co | 231,815 | $21.42M | 0.4% | +7.9% | 0.272% | |
| 5/19/2025 | SageView Advisory Group LLC | 30,418 | $2.81M | 0.1% | +0.8% | 0.036% | |
| 5/16/2025 | Kestra Investment Management LLC | 24,613 | $2.27M | 0.1% | +176.1% | 0.029% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 22,309 | $2.06M | 0.5% | -56.9% | 0.026% | |
| 5/16/2025 | Plancorp LLC | 528,409 | $48.81M | 1.9% | +1.6% | 0.620% | |
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| 5/16/2025 | NewEdge Advisors LLC | 86,142 | $7.96M | 0.0% | +74.3% | 0.101% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 11,134 | $1.03M | 0.0% | +35.5% | 0.013% | |
| 5/16/2025 | Curi RMB Capital LLC | 6,338 | $586K | 0.0% | +6.0% | 0.007% | |
| 5/15/2025 | Family Office Research LLC | 96,989 | $8.96M | 4.4% | +18.6% | 0.114% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 311,309 | $28.76M | 0.4% | +14.5% | 0.365% | |
| 5/15/2025 | Royal Bank of Canada | 163,819 | $15.13M | 0.0% | -2.6% | 0.192% | |
| 5/15/2025 | Betterment LLC | 55,875 | $5.16M | 0.0% | +20.6% | 0.066% | |
| 5/15/2025 | Trace Wealth Advisors LLC | 165,800 | $15.32M | 13.7% | +5.6% | 0.194% | |
| 5/15/2025 | Baird Financial Group Inc. | 9,000 | $831K | 0.0% | +20.5% | 0.011% | |
| 5/15/2025 | Tortoise Investment Management LLC | 319,361 | $29.50M | 3.1% | +6.3% | 0.374% | |
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