| 8/1/2025 | Ashton Thomas Private Wealth LLC | 39,713 | $1.08M | 0.0% | +15.0% | 0.029% | |
| 8/1/2025 | Signature Wealth Management Group | 46,001 | $1.25M | 0.5% | +1.1% | 0.033% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,426,720 | $38.71M | 0.0% | +3.7% | 1.033% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 32,810 | $890K | 0.1% | +42.0% | 0.024% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 31,422 | $852K | 0.1% | +10.6% | 0.023% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 518,011 | $14.05M | 3.9% | +12.7% | 0.375% | |
| 7/30/2025 | Bleakley Financial Group LLC | 424,101 | $11.51M | 0.3% | -20.2% | 0.307% | |
| 7/30/2025 | Freedom Investment Management Inc. | 8,268 | $224K | 0.0% | N/A | 0.006% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 54,472 | $1.48M | 0.1% | +7.2% | 0.039% | |
| 7/30/2025 | D.A. Davidson & CO. | 607,290 | $16.48M | 0.1% | -5.8% | 0.440% | |
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| 7/29/2025 | Uhlmann Price Securities LLC | 30,431 | $826K | 0.6% | +9.1% | 0.022% | |
| 7/29/2025 | Burford Brothers Inc. | 60,738 | $1.65M | 0.8% | +2.4% | 0.044% | |
| 7/29/2025 | International Assets Investment Management LLC | 10,958 | $297K | 0.0% | -15.9% | 0.008% | |
| 7/29/2025 | DeDora Capital Inc. | 598,048 | $16.23M | 4.2% | -1.7% | 0.433% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 109,939 | $2.98M | 0.1% | +14.1% | 0.080% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 633,763 | $17.19M | 1.3% | +5.2% | 0.459% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 58,541 | $1.59M | 0.1% | -1.7% | 0.042% | |
| 7/29/2025 | Private Trust Co. NA | 34,949 | $948K | 0.1% | +30.1% | 0.025% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 163,261 | $4.43M | 3.1% | +0.9% | 0.118% | |
| 7/28/2025 | Harbour Investments Inc. | 136,955 | $3.72M | 0.1% | +39.7% | 0.099% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 22,548 | $612K | 0.0% | -36.7% | 0.016% | |
| 7/28/2025 | RFG Advisory LLC | 22,338 | $606K | 0.0% | +3.2% | 0.016% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 69,761 | $1.89M | 0.0% | -78.4% | 0.051% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 290,268 | $7.91M | 0.2% | +31.4% | 0.210% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 40,416 | $1.10M | 0.3% | +3.7% | 0.029% | |
| 7/25/2025 | Bill Few Associates Inc. | 81,067 | $2.20M | 0.6% | -23.9% | 0.059% | |
| 7/25/2025 | SPC Financial Inc. | 159,045 | $4.32M | 0.4% | +6.1% | 0.115% | |
| 7/25/2025 | CWM LLC | 90,195 | $2.45M | 0.0% | +9.7% | 0.065% | |
| 7/25/2025 | Transcendent Capital Group LLC | 62,475 | $1.70M | 0.9% | +2.9% | 0.045% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 14,852 | $403K | 0.0% | -55.9% | 0.011% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 37,081 | $1.02M | 0.0% | -25.0% | 0.027% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 74,582 | $2.05M | 1.0% | +32.2% | 0.054% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 128,438 | $3.49M | 0.2% | +2.3% | 0.093% | |
| 7/24/2025 | IFP Advisors Inc | 1,176 | $32K | 0.0% | +114.2% | 0.001% | |
| 7/24/2025 | US Bancorp DE | 33,180 | $900K | 0.0% | +1.2% | 0.024% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 722,601 | $19.60M | 10.6% | N/A | 0.523% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 30,401 | $825K | 0.1% | -4.4% | 0.022% | |
| 7/23/2025 | Valmark Advisers Inc. | 133,495 | $3.62M | 0.1% | +2.6% | 0.097% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 51,946 | $1.41M | 0.6% | +6.0% | 0.038% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 39,775 | $1.08M | 0.0% | +296.6% | 0.029% | |
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| 7/22/2025 | Confluence Wealth Services Inc. | 1,615,462 | $43.83M | 2.4% | +6.8% | 1.170% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 55,116 | $1.50M | 0.2% | -8.9% | 0.040% | |
| 7/22/2025 | DAVENPORT & Co LLC | 18,645 | $506K | 0.0% | -2.6% | 0.013% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 38,384 | $1.04M | 0.1% | +13.0% | 0.028% | |
| 7/22/2025 | Orca Wealth Management LLC | 12,436 | $337K | 0.3% | +3.7% | 0.009% | |
| 7/22/2025 | Brown Miller Wealth Management LLC | 166,200 | $4.51M | 1.4% | +3.5% | 0.120% | |
| 7/22/2025 | Olistico Wealth LLC | 127,201 | $3.45M | 1.9% | +43.8% | 0.092% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 24,093 | $654K | 0.3% | +24.2% | 0.017% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 7,466 | $203K | 0.0% | -18.6% | 0.005% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 387,422 | $10.51M | 0.2% | +58.7% | 0.280% | |
| 7/22/2025 | Gutierrez Wealth Advisory LLC | 285,232 | $7.74M | 5.2% | -10.7% | 0.207% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 130,218 | $3.53M | 0.2% | -22.9% | 0.094% | |
| 7/21/2025 | Sterling Investment Counsel LLC | 372,109 | $10.10M | 5.9% | -42.5% | 0.269% | |
| 7/21/2025 | Cornell Pochily Investment Advisors Inc. | 67,843 | $1.84M | 0.6% | +2.8% | 0.049% | |
| 7/18/2025 | Vicus Capital | 9,598 | $260K | 0.0% | N/A | 0.007% | |
| 7/18/2025 | Pure Financial Advisors LLC | 7,843 | $213K | 0.0% | -14.2% | 0.006% | |
| 7/18/2025 | Consolidated Planning Corp | 1,184,130 | $32.13M | 4.0% | +4.2% | 0.857% | |
| 7/18/2025 | Trilogy Capital Inc. | 11,174 | $303K | 0.0% | -9.2% | 0.008% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 1,464,718 | $39.74M | 8.6% | +4.7% | 1.065% | |
| 7/17/2025 | G&S Capital LLC | 126,965 | $3.45M | 1.4% | -31.0% | 0.092% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,222,004 | $33.15M | 0.1% | +10.0% | 0.889% | |
| 7/17/2025 | ERn Financial LLC | 44,520 | $1.21M | 0.3% | +5.9% | 0.032% | |
| 7/17/2025 | Beacon Capital Management LLC | 2,749 | $75K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 160,864 | $4.36M | 2.7% | +6.7% | 0.117% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 7,819 | $212K | 0.0% | N/A | 0.006% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 25,894 | $703K | 0.4% | +31.1% | 0.019% | |
| 7/16/2025 | Meridian Investment Counsel Inc. | 133,290 | $3.62M | 1.0% | +6.2% | 0.097% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 11,476 | $311K | 0.0% | +8.9% | 0.008% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 180,433 | $4.90M | 3.2% | +16.0% | 0.131% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 37,651 | $1.02M | 0.8% | +10.2% | 0.027% | |
| 7/16/2025 | Perigon Wealth Management LLC | 8,516 | $231K | 0.0% | N/A | 0.006% | |
| 7/15/2025 | Avaii Wealth Management LLC | 26,506 | $719K | 0.3% | -15.3% | 0.019% | |
| 7/15/2025 | tru Independence LLC | 17,503 | $475K | 0.1% | -10.8% | 0.013% | |
| 7/15/2025 | Charter Capital Management LLC DE | 63,353 | $1.72M | 1.0% | N/A | 0.046% | |
| 7/14/2025 | AdvisorNet Financial Inc | 947,042 | $25.69M | 1.7% | +3.6% | 0.686% | |
| 7/14/2025 | CRA Financial Services LLC | 12,540 | $340K | 0.1% | -3.8% | 0.009% | |
| 7/14/2025 | BetterWealth LLC | 525,246 | $14.25M | 3.6% | +9.6% | 0.380% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 696,455 | $18.90M | 2.9% | +2.7% | 0.504% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 631,499 | $17.13M | 9.8% | +10.0% | 0.457% | |
| 7/14/2025 | Sowell Financial Services LLC | 9,997 | $271K | 0.0% | N/A | 0.007% | |
| 7/11/2025 | Trinity Wealth Management LLC | 22,108 | $600K | 0.2% | N/A | 0.016% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,158 | $86K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | UMB Bank n.a. | 1,671 | $45K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Lantz Financial LLC | 532,289 | $14.44M | 3.6% | +5.5% | 0.382% | |
| 7/11/2025 | LongView Wealth Management | 10,072 | $273K | 0.1% | -81.6% | 0.007% | |
| 7/10/2025 | Triangle Securities Wealth Management | 194,851 | $5.29M | 1.3% | -4.0% | 0.140% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 483,025 | $13.14M | 0.0% | -1.9% | 0.347% | |
| 7/10/2025 | Sovran Advisors LLC | 128,465 | $3.49M | 0.4% | -44.4% | 0.092% | |
| 7/10/2025 | Financial Management Network Inc. | 437,089 | $11.89M | 2.1% | -3.9% | 0.314% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 84,764 | $2.30M | 0.1% | -9.6% | 0.061% | |
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| 7/9/2025 | Procyon Advisors LLC | 99,719 | $2.71M | 0.3% | +5.8% | 0.072% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 1,515,751 | $41.12M | 5.4% | +0.7% | 1.089% | |
| 7/9/2025 | Fiduciary Alliance LLC | 67,131 | $1.82M | 0.1% | N/A | 0.048% | |
| 7/9/2025 | Bulwark Capital Corp | 27,486 | $746K | 0.6% | N/A | 0.020% | |
| 7/8/2025 | First National Corp MA ADV | 12,443 | $338K | 0.1% | -33.4% | 0.009% | |
| 7/8/2025 | Advance Capital Management Inc. | 7,656 | $208K | 0.0% | -29.6% | 0.005% | |
| 7/8/2025 | NBC Securities Inc. | 112,944 | $3.06M | 0.2% | +14.9% | 0.081% | |
| 7/7/2025 | Roxbury Financial LLC | 1,158 | $31K | 0.0% | N/A | 0.001% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 120,769 | $3.28M | 0.4% | +306.9% | 0.086% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 1,539 | $42K | 0.0% | N/A | 0.001% | |
