| 7/18/2025 | Ledgewood Wealth Advisors LLC | 295,859 | $10.23M | 6.4% | -4.6% | 0.096% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 6,169 | $213K | 0.1% | N/A | 0.002% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 108,003 | $3.73M | 0.9% | +12.2% | 0.035% | |
| 7/18/2025 | Heritage Financial Services LLC | 115,145 | $3.98M | 0.4% | +2.5% | 0.038% | |
| 7/18/2025 | Lynx Investment Advisory | 140,863 | $4.87M | 3.2% | +1.7% | 0.046% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 61,009 | $2.11M | 1.6% | +3.8% | 0.020% | |
| 7/18/2025 | Forza Wealth Management LLC | 234,109 | $8.09M | 3.3% | +2.4% | 0.076% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 51,385 | $1.78M | 0.8% | +1.1% | 0.017% | |
| 7/18/2025 | PBMares Wealth Management LLC | 729,178 | $25.21M | 4.6% | -4.6% | 0.238% | |
| 7/18/2025 | Truist Financial Corp | 280,032 | $9.68M | 0.0% | +34.2% | 0.091% | |
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| 7/17/2025 | Melfa Wealth Management Inc. | 55,056 | $1.90M | 1.2% | +22.1% | 0.018% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 60,828 | $2.10M | 1.9% | +3.2% | 0.020% | |
| 7/17/2025 | Lauterbach Financial Advisors LLC | 64,350 | $2.23M | 1.2% | +24.2% | 0.021% | |
| 7/17/2025 | HB Wealth Management LLC | 141,227 | $4.88M | 0.0% | +206.7% | 0.046% | |
| 7/17/2025 | Claris Advisors LLC MO | 266,420 | $9.21M | 3.2% | +140.8% | 0.087% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,992 | $207K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Elser Financial Planning Inc | 173,114 | $5.92M | 0.4% | N/A | 0.057% | |
| 7/17/2025 | Montis Financial LLC | 13,962 | $483K | 0.1% | +16.5% | 0.005% | |
| 7/17/2025 | Oceanside Advisors LLC | 136,275 | $4.71M | 3.2% | -0.7% | 0.045% | |
| 7/17/2025 | ERn Financial LLC | 121,562 | $4.20M | 0.9% | -9.2% | 0.040% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 281,124 | $9.72M | 4.6% | +15.8% | 0.092% | |
| 7/17/2025 | Global Trust Asset Management LLC | 5,050 | $175K | 0.1% | +1,022.2% | 0.002% | |
| 7/17/2025 | Heritage Investment Group Inc. | 41,445 | $1.43M | 0.2% | +63.4% | 0.014% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 22,009 | $761K | 0.4% | -2.3% | 0.007% | |
| 7/17/2025 | Mustard Seed Financial LLC | 141,602 | $4.90M | 3.5% | +11.1% | 0.046% | |
| 7/17/2025 | Stone Summit Wealth LLC | 34,876 | $1.21M | 0.4% | +11.1% | 0.011% | |
| 7/17/2025 | Sterling Wealth Advisors Inc | 345,203 | $11.91M | 8.4% | -4.0% | 0.113% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 1,206,131 | $41.70M | 3.8% | +7.9% | 0.395% | |
| 7/17/2025 | Avior Wealth Management LLC | 303,385 | $10.49M | 0.4% | +33.0% | 0.099% | |
| 7/17/2025 | XY Planning Network Inc. | 30,725 | $1.06M | 0.4% | +46.0% | 0.010% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 817,655 | $28.27M | 4.8% | +7.6% | 0.268% | |
| 7/17/2025 | Sterneck Capital Management LLC | 16,270 | $562K | 0.3% | N/A | 0.005% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 102,528 | $3.54M | 2.2% | +8.6% | 0.034% | |
| 7/16/2025 | Builder Investment Group Inc. ADV | 471,334 | $16.29M | 4.0% | +3.0% | 0.154% | |
| 7/16/2025 | Squire Investment Management Company LLC | 25,622 | $886K | 0.3% | -15.1% | 0.008% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 22,203 | $768K | 0.5% | -37.1% | 0.007% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 33,390 | $1.15M | 0.7% | +13.5% | 0.011% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 3,565,796 | $123.27M | 15.6% | -2.4% | 1.169% | |
| 7/16/2025 | BOS Asset Management LLC | 19,855 | $686K | 0.2% | +24.2% | 0.007% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 1,034,761 | $35.77M | 8.4% | -9.7% | 0.339% | |
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| 7/16/2025 | Strategic Investment Solutions Inc. IL | 82,030 | $2.84M | 0.9% | -32.0% | 0.027% | |
| 7/16/2025 | Five Oceans Advisors | 13,485 | $466K | 0.2% | -4.4% | 0.004% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 169,575 | $5.86M | 0.4% | -2.9% | 0.056% | |
| 7/16/2025 | CX Institutional | 2,050 | $71K | 0.0% | -97.9% | 0.001% | |
| 7/16/2025 | Perigon Wealth Management LLC | 836,497 | $28.92M | 0.7% | +8.3% | 0.274% | |
| 7/16/2025 | Plancorp LLC | 598,397 | $20.69M | 0.7% | +20.4% | 0.196% | |
| 7/16/2025 | Exeter Financial LLC | 83,447 | $2.89M | 1.3% | +7.3% | 0.027% | |
| 7/16/2025 | Tassel Capital Management Inc. | 16,189 | $560K | 0.4% | -5.6% | 0.005% | |
| 7/15/2025 | Well Done LLC | 126,672 | $4.38M | 0.8% | +1,031.8% | 0.042% | |
| 7/15/2025 | Total Wealth Planning LLC | 38,372 | $1.33M | 0.2% | -8.5% | 0.013% | |
| 7/15/2025 | Mather Group LLC. | 1,040,919 | $35.99M | 0.4% | +2.4% | 0.341% | |
| 7/15/2025 | Vestment Financial LLC | 59,649 | $2.06M | 1.3% | -5.8% | 0.020% | |
| 7/15/2025 | Evanson Asset Management LLC | 545,429 | $18.86M | 1.2% | +2.4% | 0.179% | |
| 7/15/2025 | RVW Wealth LLC | 1,481,884 | $51.23M | 4.3% | -2.4% | 0.486% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,636,336 | $56.57M | 6.4% | +0.2% | 0.536% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 402,204 | $13.90M | 8.9% | +5.8% | 0.132% | |
| 7/15/2025 | Kraft Asset Management LLC | 22,589 | $781K | 0.7% | +110.9% | 0.007% | |
| 7/15/2025 | tru Independence LLC | 362,105 | $12.52M | 3.6% | +0.8% | 0.119% | |
| 7/15/2025 | Charter Capital Management LLC DE | 366,815 | $12.68M | 7.4% | N/A | 0.120% | |
| 7/15/2025 | Bannerman Wealth Management Group LLC | 311,427 | $10.77M | 8.3% | -2.0% | 0.102% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 47,280 | $1.63M | 1.5% | +10.4% | 0.015% | |
| 7/15/2025 | Maseco LLP | 1,799,682 | $62.21M | 2.4% | N/A | 0.590% | |
| 7/15/2025 | Axis Wealth Partners LLC | 87,907 | $3.04M | 2.0% | +0.7% | 0.029% | |
| 7/15/2025 | Marquette Asset Management LLC | 2,150,621 | $74.35M | 12.5% | +0.7% | 0.705% | |
| 7/15/2025 | LVZ Inc. | 2,056,796 | $71.10M | 8.5% | -0.3% | 0.674% | |
| 7/15/2025 | Fort Henry Capital LLC | 282,828 | $9.78M | 6.6% | +1.6% | 0.093% | |
| 7/15/2025 | Fortitude Family Office LLC | 1,815 | $63K | 0.0% | +949.1% | 0.001% | |
| 7/15/2025 | Kure Advisory LLC | 657,791 | $22.74M | 14.9% | +5.4% | 0.216% | |
| 7/15/2025 | CGN Advisors LLC | 85,928 | $2.97M | 0.3% | -9.3% | 0.028% | |
| 7/15/2025 | Optima Capital LLC | 90,190 | $3.12M | 1.7% | +6.1% | 0.030% | |
| 7/14/2025 | Baring Financial LLC | 180,771 | $6.25M | 4.7% | +3.2% | 0.059% | |
| 7/14/2025 | AdvisorNet Financial Inc | 146,951 | $5.08M | 0.3% | -1.1% | 0.048% | |
| 7/14/2025 | Seed Wealth Management Inc. | 16,390 | $567K | 0.4% | +6.1% | 0.005% | |
| 7/14/2025 | Financial Harvest LLC | 8,348 | $289K | 0.2% | N/A | 0.003% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 211,310 | $7.31M | 2.9% | +12.2% | 0.069% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 125,360 | $4.33M | 0.1% | +24.4% | 0.041% | |
| 7/14/2025 | Narus Financial Partners LLC | 11,504 | $398K | 0.1% | +2.7% | 0.004% | |
| 7/14/2025 | Chico Wealth RIA | 903,255 | $31.23M | 24.7% | -2.3% | 0.296% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 37,938 | $1.37M | 1.4% | +20.2% | 0.012% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 251,675 | $8.70M | 4.3% | -21.2% | 0.082% | |
| 7/14/2025 | Capstone Wealth Management LLC | 80,979 | $2.80M | 2.5% | +54.7% | 0.027% | |
| 7/14/2025 | Park Avenue Securities LLC | 15,977 | $552K | 0.0% | +41.6% | 0.005% | |
| 7/14/2025 | Shearwater Capital LLC | 82,281 | $2.84M | 1.8% | -0.4% | 0.027% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 744,985 | $25.75M | 4.0% | -0.4% | 0.244% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 133,472 | $4.61M | 2.1% | -1.0% | 0.044% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 463,633 | $16.03M | 2.2% | -18.2% | 0.152% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 10,927 | $378K | 0.2% | -4.9% | 0.004% | |
| 7/11/2025 | Colorado Capital Management Inc. | 396,237 | $13.70M | 5.9% | +3.2% | 0.130% | |
| 7/11/2025 | Scratch Capital LLC | 30,584 | $1.06M | 0.9% | -19.1% | 0.010% | |
| 7/11/2025 | First PREMIER Bank | 36,615 | $1.27M | 0.3% | +71.4% | 0.012% | |
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| 7/11/2025 | Kaufman Rossin Wealth LLC | 20,698 | $716K | 0.5% | -3.3% | 0.007% | |
| 7/11/2025 | Farther Finance Advisors LLC | 62,981 | $2.18M | 0.0% | +50.4% | 0.021% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 14,038 | $485K | 0.0% | +2.6% | 0.005% | |
| 7/11/2025 | CX Institutional | 2,050 | $71K | 0.0% | -97.9% | 0.001% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 209,163 | $7.23M | 4.7% | +4.7% | 0.069% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 118,944 | $4.11M | 0.0% | N/A | 0.039% | |
| 7/11/2025 | Pioneer Wealth Management Group | 1,141,667 | $39.47M | 14.6% | +3.3% | 0.375% | |
| 7/10/2025 | Sterling Financial Group Inc. | 90,873 | $3.14M | 1.1% | -4.3% | 0.030% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 221,749 | $7.67M | 2.2% | -1.8% | 0.073% | |
| 7/10/2025 | Global Financial Private Client LLC | 35,487 | $1.23M | 0.5% | +5.6% | 0.012% | |
