| 8/6/2025 | AE Wealth Management LLC | 172,471 | $4.05M | 0.0% | +14.2% | 0.297% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 22,025 | $517K | 0.1% | -13.5% | 0.038% | |
| 8/6/2025 | Savant Capital LLC | 609,186 | $14.29M | 0.1% | -14.2% | 1.050% | |
| 8/6/2025 | Summit Wealth Group LLC | 101,704 | $2.39M | 0.6% | +6.0% | 0.175% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 23,017 | $540K | 0.0% | N/A | 0.040% | |
| 8/6/2025 | Entrewealth LLC | 35,400 | $830K | 0.6% | -37.4% | 0.061% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 163,458 | $3.84M | 1.9% | +10.1% | 0.282% | |
| 8/5/2025 | Bridgewater Advisors Inc. | 560,675 | $13.38M | 1.0% | +3.9% | 0.967% | |
| 8/5/2025 | Mission Wealth Management LP | 12,101 | $284K | 0.0% | N/A | 0.021% | |
| 8/4/2025 | Atria Investments Inc | 127,870 | $3M | 0.0% | +2.3% | 0.220% | |
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| 8/4/2025 | Arcadia Wealth Management Inc. | 158,193 | $3.71M | 2.5% | +4.4% | 0.273% | |
| 8/1/2025 | Heritage Wealth Management Inc. Texas | 12,195 | $286K | 0.1% | -18.3% | 0.021% | |
| 8/1/2025 | Redwood Park Advisors LLC | 30,427 | $714K | 0.5% | +14.5% | 0.052% | |
| 8/1/2025 | Advisory Alpha LLC | 34,822 | $817K | 0.0% | -1.4% | 0.060% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 46,180 | $1.08M | 0.4% | N/A | 0.080% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 134,329 | $3.15M | 0.0% | -10.7% | 0.232% | |
| 7/31/2025 | Core Wealth Management Inc. | 457,903 | $10.74M | 3.8% | +2.2% | 0.789% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 195,714 | $4.59M | 0.1% | +11.4% | 0.337% | |
| 7/31/2025 | Curio Wealth LLC | 227,602 | $5.34M | 2.3% | +48,952.2% | 0.392% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 92,113 | $2.16M | 0.8% | -4.4% | 0.159% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 2,335 | $55K | 0.0% | +117.2% | 0.004% | |
| 7/31/2025 | Warburton Capital Management LLC | 80,069 | $1.91M | 1.1% | +24.6% | 0.138% | |
| 7/30/2025 | Bayshore Asset Management LLC | 11,831 | $278K | 0.1% | N/A | 0.020% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 485,277 | $11.39M | 0.4% | -1.6% | 0.837% | |
| 7/30/2025 | Brookstone Capital Management | 12,013 | $282K | 0.0% | +4.5% | 0.021% | |
| 7/30/2025 | Phillips Financial Management LLC | 627,239 | $14.72M | 1.1% | +4.2% | 1.081% | |
| 7/30/2025 | Dupree Financial Group LLC | 14,821 | $348K | 0.1% | -3.2% | 0.026% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 356,221 | $8.35M | 1.0% | +13.6% | 0.614% | |
| 7/30/2025 | Clune & Associates LTD. | 49,289 | $1.16M | 0.3% | +9.0% | 0.085% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 122,589 | $2.88M | 0.1% | -29.8% | 0.211% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 199,596 | $4.81M | 0.1% | +2.3% | 0.344% | |
| 7/29/2025 | Disciplined Investments LLC | 130,756 | $3.07M | 1.3% | +12.7% | 0.225% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 8,799 | $206K | 0.0% | N/A | 0.015% | |
| 7/29/2025 | Arista Wealth Management LLC | 10,628 | $249K | 0.0% | -6.4% | 0.018% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 39,231 | $920K | 0.2% | +3.2% | 0.068% | |
| 7/29/2025 | Straight Path Wealth Management | 224,558 | $5.27M | 1.8% | +8.8% | 0.387% | |
| 7/28/2025 | Wealthspan Partners LLC | 14,771 | $347K | 0.1% | +10.4% | 0.025% | |
| 7/28/2025 | RCS Financial Planning LLC | 71,146 | $1.67M | 0.8% | -11.1% | 0.123% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 3,790 | $89K | 0.1% | -23.7% | 0.007% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 46,375 | $1.09M | 0.4% | +5.1% | 0.080% | |
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| 7/28/2025 | Brown Financial Advisory | 166,368 | $3.90M | 2.2% | -64.4% | 0.287% | |
| 7/28/2025 | Heritage Wealth Management Inc. CA | 38,171 | $896K | 0.6% | +3.8% | 0.066% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 12,443 | $292K | 0.0% | -10.7% | 0.021% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 623,570 | $14.63M | 0.1% | +22.1% | 1.075% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 165,954 | $3.89M | 1.2% | -7.1% | 0.286% | |
| 7/25/2025 | LRI Investments LLC | 148,232 | $3.48M | 0.3% | +174.1% | 0.256% | |
| 7/25/2025 | Hemington Wealth Management | 448,161 | $10.51M | 1.5% | -5.8% | 0.773% | |
| 7/24/2025 | Blue Trust Inc. | 9,545 | $224K | 0.0% | +43.6% | 0.016% | |
| 7/24/2025 | Vantage Point Financial LLC | 59,568 | $1.40M | 0.6% | +3.4% | 0.103% | |
| 7/24/2025 | IFP Advisors Inc | 14,518 | $341K | 0.0% | +34.2% | 0.025% | |
| 7/24/2025 | Grand Wealth Management LLC | 156,559 | $3.67M | 1.9% | -1.6% | 0.270% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 99,566 | $2.34M | 1.3% | -16.4% | 0.172% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 24,600 | $577K | 0.3% | -41.2% | 0.042% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 20,392 | $478K | 0.4% | +2.8% | 0.035% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 37,163 | $872K | 0.1% | -60.7% | 0.064% | |
| 7/23/2025 | First Financial Group Corp | 61,456 | $1.44M | 1.4% | +11.5% | 0.106% | |
| 7/23/2025 | Wealth Management Nebraska | 14,298 | $333K | 0.0% | N/A | 0.025% | |
| 7/23/2025 | Pillar Financial Advisors LLC | 228,414 | $5.36M | 3.7% | +2.9% | 0.394% | |
| 7/22/2025 | AWM Capital LLC | 211,043 | $4.95M | 0.5% | +113.7% | 0.364% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 17,887 | $420K | 0.2% | +6.5% | 0.031% | |
| 7/21/2025 | Onyx Financial Advisors LLC | 321,767 | $7.55M | 3.6% | +0.7% | 0.555% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 13,838 | $325K | 0.0% | +48.4% | 0.024% | |
| 7/18/2025 | Citrine Capital LLC | 156,695 | $3.68M | 2.0% | -3.5% | 0.270% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 63,367 | $1.49M | 0.6% | +9.2% | 0.109% | |
| 7/18/2025 | PBMares Wealth Management LLC | 195,204 | $4.58M | 0.8% | -2.6% | 0.337% | |
| 7/18/2025 | FMB Wealth Management | 70,626 | $1.66M | 0.8% | +32.3% | 0.122% | |
| 7/18/2025 | BCU Wealth Advisors LLC | 137,900 | $3.24M | 1.5% | +13.3% | 0.238% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 2,073,367 | $48.64M | 10.5% | +2.9% | 3.578% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 40,737 | $956K | 0.1% | -25.6% | 0.070% | |
| 7/17/2025 | Northwest Wealth Management LLC | 15,761 | $370K | 0.1% | -6.9% | 0.027% | |
| 7/17/2025 | Oceanside Advisors LLC | 204,474 | $4.80M | 3.2% | +2.6% | 0.353% | |
| 7/17/2025 | Applied Capital LLC | 82,444 | $1.93M | 0.9% | +5.0% | 0.142% | |
| 7/17/2025 | Global Trust Asset Management LLC | 9,514 | $223K | 0.1% | -10.8% | 0.016% | |
| 7/17/2025 | Sterling Wealth Advisors Inc | 58,175 | $1.37M | 1.0% | -12.6% | 0.100% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 386,110 | $9.06M | 0.8% | +1.4% | 0.666% | |
| 7/17/2025 | XY Planning Network Inc. | 9,073 | $213K | 0.1% | N/A | 0.016% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 11,964 | $281K | 0.0% | -36.0% | 0.021% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 1,266 | $30K | 0.0% | -96.8% | 0.002% | |
| 7/16/2025 | Jentner Corp | 15,558 | $365K | 0.1% | -13.9% | 0.027% | |
| 7/16/2025 | Builder Investment Group Inc. ADV | 93,474 | $2.19M | 0.5% | +18.6% | 0.161% | |
| 7/16/2025 | Squire Investment Management Company LLC | 87,446 | $2.05M | 0.8% | +9.3% | 0.151% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 11,322 | $266K | 0.2% | -38.0% | 0.020% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 197,705 | $4.64M | 1.4% | +3.6% | 0.341% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 65,497 | $1.54M | 1.0% | +8.6% | 0.113% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 1,201,241 | $28.18M | 3.6% | +6.5% | 2.073% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 49,676 | $1.17M | 0.4% | -53.8% | 0.086% | |
| 7/16/2025 | Five Oceans Advisors | 22,447 | $527K | 0.2% | +6.6% | 0.039% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 874,413 | $20.57M | 5.9% | +6.8% | 1.509% | |
| 7/15/2025 | Evanson Asset Management LLC | 157,166 | $3.69M | 0.2% | +4.0% | 0.271% | |
| 7/15/2025 | Bannerman Wealth Management Group LLC | 125,340 | $2.94M | 2.3% | +2.3% | 0.216% | |
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| 7/15/2025 | Vannoy Advisory Group Inc. | 253,852 | $5.96M | 4.1% | +2.1% | 0.438% | |
| 7/15/2025 | Accurate Wealth Management LLC | 18,208 | $429K | 0.1% | N/A | 0.031% | |
| 7/15/2025 | Maseco LLP | 4,296 | $101K | 0.0% | N/A | 0.007% | |
| 7/15/2025 | CGN Advisors LLC | 58,062 | $1.36M | 0.1% | -18.0% | 0.100% | |
| 7/14/2025 | Financial Harvest LLC | 223,532 | $5.24M | 3.9% | N/A | 0.386% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 146,202 | $3.43M | 1.3% | +2.8% | 0.253% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 38,483 | $903K | 0.9% | +4.1% | 0.066% | |
| 7/14/2025 | Sowell Financial Services LLC | 37,967 | $891K | 0.0% | +2.6% | 0.066% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 35,653 | $836K | 0.5% | +13.2% | 0.062% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,707 | $134K | 0.0% | +22.9% | 0.010% | |
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