| 8/18/2025 | Geneos Wealth Management Inc. | 2,063 | $98K | 0.0% | +68.7% | 0.006% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 37,657 | $1.79M | 1.1% | -28.5% | 0.111% | |
| 8/15/2025 | Binnacle Investments Inc | 10,594 | $502K | 0.3% | +25.7% | 0.031% | |
| 8/15/2025 | Corient Private Wealth LLC | 85,352 | $4.05M | 0.0% | -22.6% | 0.251% | |
| 8/15/2025 | McIlrath & Eck LLC | 7,686 | $365K | 0.0% | -18.8% | 0.023% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 33,685 | $1.60M | 0.0% | +1.1% | 0.099% | |
| 8/15/2025 | Bank of America Corp DE | 307,275 | $14.57M | 0.0% | -2.9% | 0.904% | |
| 8/14/2025 | Sentinel Wealth Management Inc. | 107,077 | $5.08M | 4.8% | N/A | 0.315% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,269 | $202K | 0.0% | N/A | 0.013% | |
| 8/14/2025 | Betterment LLC | 22,393 | $1.06M | 0.0% | +91.4% | 0.066% | |
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| 8/14/2025 | Main Street Financial Solutions LLC | 13,501 | $640K | 0.0% | -33.0% | 0.040% | |
| 8/14/2025 | Sei Investments Co. | 22,300 | $1.06M | 0.0% | N/A | 0.066% | |
| 8/14/2025 | NewEdge Advisors LLC | 28,171 | $1.34M | 0.0% | +4.6% | 0.083% | |
| 8/14/2025 | DecisionPoint Financial LLC | 9,344 | $443K | 0.1% | -7.5% | 0.027% | |
| 8/14/2025 | Baker Avenue Asset Management LP | 54,972 | $2.61M | 0.1% | -2.7% | 0.162% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 54,775 | $2.60M | 0.1% | +12.0% | 0.161% | |
| 8/13/2025 | Cary Street Partners Investment Advisory LLC | 2,101 | $100K | 0.0% | -64.4% | 0.006% | |
| 8/13/2025 | United Wealth Management LLC | 107,625 | $5.11M | 1.5% | +7.9% | 0.317% | |
| 8/13/2025 | GeoWealth Management LLC | 862,408 | $40.90M | 1.6% | -1.9% | 2.536% | |
| 8/13/2025 | Parkworth Wealth Management Inc. | 16,593 | $787K | 0.6% | +8.7% | 0.049% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 9,075 | $430K | 0.0% | N/A | 0.027% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 8,326 | $395K | 0.1% | N/A | 0.024% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 7,573 | $359K | 0.0% | +1,571.7% | 0.022% | |
| 8/12/2025 | Burk Holdings LLC | 8,555 | $406K | 0.3% | N/A | 0.025% | |
| 8/12/2025 | Legacy Financial Group Inc. | 76,154 | $3.61M | 1.1% | -18.1% | 0.224% | |
| 8/12/2025 | Nemes Rush Group LLC | 1,460 | $69K | 0.0% | +40.4% | 0.004% | |
| 8/12/2025 | JPMorgan Chase & Co. | 58,794 | $2.79M | 0.0% | -36.8% | 0.173% | |
| 8/12/2025 | BWM Planning LLC | 5,061 | $240K | 0.1% | -26.1% | 0.015% | |
| 8/11/2025 | Copperleaf Capital LLC | 8,187 | $388K | 0.2% | -3.2% | 0.024% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 79,108 | $3.75M | 0.4% | -0.7% | 0.236% | |
| 8/11/2025 | Western Wealth Management LLC | 10,590 | $502K | 0.0% | -6.0% | 0.032% | |
| 8/11/2025 | Beta Wealth Group Inc. | 8,290 | $393K | 0.1% | -7.6% | 0.025% | |
| 8/8/2025 | Cetera Investment Advisers | 8,076 | $383K | 0.0% | N/A | 0.024% | |
| 8/8/2025 | Creative Planning | 10,478 | $497K | 0.0% | -4.6% | 0.031% | |
| 8/8/2025 | Truepoint Inc. | 2,637,846 | $125.11M | 3.1% | -3.6% | 7.886% | |
| 8/8/2025 | Meridian Wealth Management LLC | 8,493 | $403K | 0.0% | N/A | 0.025% | |
| 8/8/2025 | RAM Investment Partners LLC | 335,907 | $15.93M | 3.3% | -21.2% | 1.004% | |
| 8/8/2025 | Austin Wealth Management LLC | 378,263 | $17.88M | 3.2% | -41.1% | 1.131% | |
| 8/7/2025 | Verus Capital Partners LLC | 4,497 | $213K | 0.0% | -54.8% | 0.013% | |
| 8/7/2025 | Timonier Family Office LTD. | 47,474 | $2.25M | 0.8% | -22.7% | 0.142% | |
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| 8/7/2025 | Allworth Financial LP | 61,424 | $2.91M | 0.0% | -16.1% | 0.184% | |
| 8/7/2025 | Tillman Hartley LLC | 53,681 | $2.55M | 0.7% | N/A | 0.160% | |
| 8/7/2025 | Midwest Trust Co | 7,264 | $345K | 0.0% | N/A | 0.022% | |
| 8/6/2025 | Savant Capital LLC | 29,827 | $1.42M | 0.0% | -9.1% | 0.089% | |
| 8/6/2025 | Modera Wealth Management LLC | 69,668 | $3.30M | 0.0% | -6.8% | 0.208% | |
| 8/6/2025 | Summit Wealth Group LLC | 65,171 | $3.09M | 0.8% | +1,187.7% | 0.195% | |
| 8/6/2025 | Entrewealth LLC | 123,484 | $5.86M | 4.1% | -22.4% | 0.369% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 2,000 | $95K | 0.0% | -46.0% | 0.006% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 19,366 | $919K | 0.4% | -25.6% | 0.058% | |
| 8/4/2025 | ArborFi Advisors LLC | 14,553 | $690K | 0.6% | +61.2% | 0.044% | |
| 8/4/2025 | Assetmark Inc. | 337,654 | $16.02M | 0.0% | -16.4% | 1.009% | |
| 8/1/2025 | JDH Wealth Management LLC | 7,511 | $356K | 0.3% | -48.3% | 0.022% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 34,125 | $1.62M | 1.3% | -10.9% | 0.102% | |
| 8/1/2025 | Anson Capital Inc. | 7,935 | $376K | 0.3% | +38.4% | 0.024% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 6,141 | $291K | 0.1% | -3.7% | 0.018% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 94,608 | $4.49M | 0.0% | -19.4% | 0.283% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 216,429 | $10.27M | 0.7% | -8.3% | 0.647% | |
| 7/31/2025 | Core Wealth Management Inc. | 110,149 | $5.22M | 1.8% | -6.5% | 0.329% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 694,395 | $32.94M | 0.4% | -9.6% | 2.076% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 8,840 | $419K | 0.2% | +3.5% | 0.026% | |
| 7/31/2025 | LJI Wealth Management LLC | 9,043 | $429K | 0.1% | +2.4% | 0.027% | |
| 7/31/2025 | Warburton Capital Management LLC | 22,204 | $1.05M | 0.6% | +131.1% | 0.066% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 14,671 | $696K | 0.0% | -4.1% | 0.044% | |
| 7/30/2025 | Family Capital Management Inc. | 31,047 | $1.47M | 0.8% | +2.2% | 0.093% | |
| 7/30/2025 | Phillips Financial Management LLC | 21,347 | $1.01M | 0.1% | -41.9% | 0.064% | |
| 7/30/2025 | Blume Capital Management Inc. | 22,685 | $1.08M | 0.2% | -16.5% | 0.068% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 23,903 | $1.13M | 0.1% | +4.8% | 0.071% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 35,995 | $1.71M | 0.8% | -29.7% | 0.108% | |
| 7/29/2025 | Aspiriant LLC | 347,452 | $16.48M | 0.5% | +4,541.4% | 1.039% | |
| 7/28/2025 | RCS Financial Planning LLC | 8,455 | $401K | 0.2% | +7.0% | 0.025% | |
| 7/28/2025 | Verisail Partners LLC | 44,840 | $2.13M | 0.9% | +2.5% | 0.134% | |
| 7/25/2025 | Concord Asset Management LLC VA | 27,861 | $1.32M | 0.2% | N/A | 0.083% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 781,593 | $37.07M | 0.1% | +5.0% | 2.337% | |
| 7/25/2025 | Landmark Wealth Management LLC | 39,142 | $1.86M | 0.8% | -23.3% | 0.117% | |
| 7/25/2025 | PrairieView Partners LLC | 66,227 | $3.14M | 0.3% | -8.4% | 0.198% | |
| 7/25/2025 | One Degree Advisors Inc | 22,814 | $1.08M | 0.4% | +1.9% | 0.068% | |
| 7/24/2025 | IFP Advisors Inc | 10,631 | $504K | 0.0% | +1,214.1% | 0.032% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 38,427 | $1.82M | 1.1% | +6.3% | 0.115% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 41,463 | $1.97M | 0.1% | -46.5% | 0.124% | |
| 7/23/2025 | Wheelhouse Advisory Group LLC | 119,012 | $5.65M | 2.9% | +24.4% | 0.356% | |
| 7/23/2025 | Asset Planning Corporation | 217,686 | $10.33M | 5.5% | -20.2% | 0.651% | |
| 7/22/2025 | AWM Capital LLC | 472,297 | $22.40M | 2.4% | +37.4% | 1.412% | |
| 7/22/2025 | David Wealth Management LLC | 172,600 | $8.19M | 6.1% | -0.3% | 0.516% | |
| 7/22/2025 | Yardley Wealth Management LLC | 280,206 | $13.29M | 7.3% | -5.7% | 0.838% | |
| 7/22/2025 | MBL Wealth LLC | 667,113 | $31.64M | 3.0% | -3.9% | 1.994% | |
| 7/22/2025 | Vested Financial Planning LLC | 185,768 | $8.81M | 7.8% | +1.6% | 0.555% | |
| 7/21/2025 | Life Planning Partners Inc | 7,871 | $373K | 0.3% | +51.4% | 0.024% | |
| 7/21/2025 | Keb Asset Management LLC | 9,168 | $435K | 0.1% | +41.8% | 0.027% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 4,421 | $210K | 0.1% | -10.6% | 0.013% | |
| 7/21/2025 | Verus Financial Partners Inc. | 94,002 | $4.46M | 0.5% | +10.9% | 0.281% | |
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| 7/21/2025 | 25 LLC | 58,120 | $2.76M | 1.0% | +48.1% | 0.174% | |
| 7/21/2025 | West Financial Advisors LLC | 187,521 | $8.89M | 1.5% | +2.1% | 0.561% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 51,377 | $2.44M | 0.3% | +24.2% | 0.154% | |
| 7/18/2025 | Pure Financial Advisors LLC | 38,351 | $1.82M | 0.0% | +99.0% | 0.115% | |
| 7/18/2025 | BCO Wealth Management LLC | 73,321 | $3.48M | 2.5% | +8.3% | 0.219% | |
| 7/18/2025 | Forza Wealth Management LLC | 90,000 | $4.27M | 1.8% | N/A | 0.269% | |
| 7/18/2025 | PBMares Wealth Management LLC | 509,241 | $24.15M | 4.4% | +4.1% | 1.522% | |
| 7/18/2025 | Liberty Capital Management Inc. | 44,468 | $2.11M | 0.4% | -2.6% | 0.133% | |
| 7/18/2025 | Truist Financial Corp | 50,665 | $2.40M | 0.0% | +0.5% | 0.151% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 70,628 | $3.35M | 0.4% | -1.0% | 0.211% | |
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