| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 26,110 | $1.75M | 0.5% | -4.0% | 0.011% | |
| 7/23/2025 | SpringVest Wealth Management LLC | 6,793 | $455K | 0.4% | N/A | 0.003% | |
| 7/23/2025 | Austin Asset Management Co Inc | 985,771 | $66.07M | 13.4% | -5.9% | 0.425% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 3,425,092 | $229.55M | 13.9% | +0.8% | 1.477% | |
| 7/23/2025 | TPG Financial Advisors LLC | 8,844 | $593K | 0.2% | -11.9% | 0.004% | |
| 7/23/2025 | Colony Family Offices LLC | 1,029,271 | $68.98M | 17.8% | +7.2% | 0.444% | |
| 7/23/2025 | Wealth Management Nebraska | 721,271 | $48.13M | 6.8% | +5.1% | 0.311% | |
| 7/23/2025 | HTG Investment Advisors Inc. | 58,285 | $3.91M | 1.5% | -0.4% | 0.025% | |
| 7/23/2025 | Pillar Financial Advisors LLC | 262,135 | $17.57M | 12.1% | +0.7% | 0.113% | |
| 7/23/2025 | Heck Capital Advisors LLC | 6,987 | $468K | 0.0% | N/A | 0.003% | |
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| 7/23/2025 | Prime Capital Investment Advisors LLC | 21,413 | $1.44M | 0.0% | -16.1% | 0.009% | |
| 7/22/2025 | AWM Capital LLC | 174,909 | $11.72M | 1.2% | -5.1% | 0.075% | |
| 7/22/2025 | David Wealth Management LLC | 195,364 | $13.09M | 9.7% | +6.5% | 0.084% | |
| 7/22/2025 | Yardley Wealth Management LLC | 120,217 | $8.06M | 4.4% | +2.2% | 0.052% | |
| 7/22/2025 | Innovative Wealth Building LLC | 97,411 | $6.53M | 5.4% | -11.3% | 0.042% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 15,045 | $1.01M | 0.3% | -37.8% | 0.006% | |
| 7/22/2025 | Gemmer Asset Management LLC | 86,959 | $5.83M | 0.5% | -2.8% | 0.037% | |
| 7/22/2025 | Simplicity Wealth LLC | 38,996 | $2.61M | 0.1% | +41.5% | 0.017% | |
| 7/22/2025 | Olistico Wealth LLC | 3,420 | $229K | 0.1% | +209.8% | 0.001% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 165,258 | $11.08M | 0.3% | +318.1% | 0.071% | |
| 7/22/2025 | Berger Financial Group Inc | 38,243 | $2.56M | 0.2% | +3.5% | 0.016% | |
| 7/22/2025 | Accel Wealth Management | 3,260 | $218K | 0.1% | N/A | 0.001% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 31,550 | $2.11M | 1.1% | -2.3% | 0.014% | |
| 7/21/2025 | Onyx Financial Advisors LLC | 17,954 | $1.20M | 0.6% | -3.0% | 0.008% | |
| 7/21/2025 | Life Planning Partners Inc | 34,934 | $2.34M | 1.9% | +14.5% | 0.015% | |
| 7/21/2025 | Keb Asset Management LLC | 285,749 | $19.15M | 4.8% | +5.1% | 0.123% | |
| 7/21/2025 | Ascent Group LLC | 3,912 | $262K | 0.0% | -21.0% | 0.002% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,461 | $98K | 0.0% | -62.7% | 0.001% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 60,730 | $4.07M | 0.1% | -0.4% | 0.026% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 85,782 | $5.75M | 0.7% | +21.3% | 0.037% | |
| 7/21/2025 | 1900 Wealth Management LLC | 766,624 | $51.38M | 3.9% | +0.1% | 0.331% | |
| 7/21/2025 | Synergy Asset Management LLC | 5,412 | $363K | 0.0% | +28.9% | 0.002% | |
| 7/21/2025 | Hilltop National Bank | 2,154 | $144K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Matauro LLC | 3,249 | $218K | 0.0% | -16.2% | 0.001% | |
| 7/21/2025 | Triad Wealth Partners LLC | 17,634 | $1.18M | 0.2% | N/A | 0.008% | |
| 7/21/2025 | Mendota Financial Group LLC | 208,293 | $13.96M | 13.2% | +4.2% | 0.090% | |
| 7/21/2025 | First National Bank & Trust Co. of Newtown | 94,864 | $6.36M | 1.3% | +14.0% | 0.041% | |
| 7/21/2025 | Sageworth Trust Co of South Dakota | 3,650 | $245K | 0.3% | N/A | 0.002% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 17,509 | $1.17M | 0.0% | -1.5% | 0.008% | |
| 7/18/2025 | Pure Financial Advisors LLC | 12,928 | $866K | 0.0% | +65.3% | 0.006% | |
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| 7/18/2025 | Consolidated Planning Corp | 65,654 | $4.40M | 0.6% | -6.4% | 0.028% | |
| 7/18/2025 | Meritas Wealth Management LLC | 277,065 | $18.57M | 10.2% | +2.9% | 0.120% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 391,774 | $26.26M | 15.1% | +0.7% | 0.169% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 9,918 | $665K | 0.5% | -95.3% | 0.004% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 15,945 | $1.07M | 0.1% | +61.5% | 0.007% | |
| 7/18/2025 | PBMares Wealth Management LLC | 911,954 | $61.12M | 11.2% | +11.7% | 0.393% | |
| 7/18/2025 | Truist Financial Corp | 712,470 | $47.75M | 0.1% | -2.0% | 0.307% | |
| 7/18/2025 | FMB Wealth Management | 111,342 | $7.46M | 3.6% | +2.8% | 0.048% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 1,224,999 | $82.10M | 9.7% | +2.3% | 0.529% | |
| 7/17/2025 | K2 Financial Inc. | 22,660 | $1.53M | 1.3% | +2.0% | 0.010% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 33,352 | $2.24M | 2.0% | +28.0% | 0.014% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 79,223 | $5.31M | 2.4% | +0.8% | 0.034% | |
| 7/17/2025 | Lauterbach Financial Advisors LLC | 86,910 | $5.83M | 3.2% | +48.4% | 0.038% | |
| 7/17/2025 | Northwest Wealth Management LLC | 187,677 | $12.58M | 2.3% | +0.2% | 0.081% | |
| 7/17/2025 | HB Wealth Management LLC | 189,782 | $12.72M | 0.1% | +47.8% | 0.082% | |
| 7/17/2025 | Claris Advisors LLC MO | 229,443 | $15.38M | 5.4% | -8.3% | 0.099% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,328 | $357K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 21,140 | $1.42M | 0.1% | -1.2% | 0.009% | |
| 7/17/2025 | Elser Financial Planning Inc | 948,821 | $63.98M | 3.8% | +2,118.6% | 0.410% | |
| 7/17/2025 | Oakworth Capital Inc. | 2,078 | $139K | 0.0% | +21.9% | 0.001% | |
| 7/17/2025 | Avondale Wealth Management | 8,695 | $583K | 0.3% | +186.5% | 0.004% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 644,963 | $43.23M | 20.6% | +9.7% | 0.278% | |
| 7/17/2025 | Heritage Investment Group Inc. | 504,951 | $33.84M | 5.8% | -0.5% | 0.218% | |
| 7/17/2025 | Symmetry Partners LLC | 95,062 | $6.37M | 0.8% | -2.3% | 0.041% | |
| 7/17/2025 | Sterling Wealth Advisors Inc | 311,464 | $21.08M | 14.9% | -8.2% | 0.134% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 796,649 | $53.39M | 4.8% | +7.1% | 0.344% | |
| 7/17/2025 | XY Planning Network Inc. | 67,117 | $4.50M | 1.5% | +103.5% | 0.029% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 412,324 | $27.63M | 4.7% | +6.5% | 0.178% | |
| 7/17/2025 | Sage Rhino Capital LLC | 3,087 | $207K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 112,022 | $7.51M | 1.4% | -2.5% | 0.048% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 6,606 | $443K | 0.3% | +5.6% | 0.003% | |
| 7/16/2025 | Builder Investment Group Inc. ADV | 9,987 | $669K | 0.2% | +17.4% | 0.004% | |
| 7/16/2025 | Squire Investment Management Company LLC | 47,258 | $3.17M | 1.2% | +5.6% | 0.020% | |
| 7/16/2025 | Independent Wealth Network Inc. | 69,438 | $4.65M | 1.7% | +6.3% | 0.030% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 42,620 | $2.86M | 0.4% | -1.1% | 0.018% | |
| 7/16/2025 | True North Advisors LLC | 4,666 | $313K | 0.1% | -8.0% | 0.002% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 310,344 | $20.80M | 6.3% | -17.5% | 0.134% | |
| 7/16/2025 | Five Oceans Advisors | 23,836 | $1.60M | 0.7% | +9.2% | 0.010% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 2,730,367 | $182.99M | 12.5% | +10.0% | 1.179% | |
| 7/16/2025 | Crown Wealth Group LLC | 581,352 | $38.96M | 14.6% | +33.7% | 0.251% | |
| 7/16/2025 | Perigon Wealth Management LLC | 13,619 | $913K | 0.0% | +42.2% | 0.006% | |
| 7/16/2025 | Plancorp LLC | 4,595,119 | $307.97M | 10.7% | -2.5% | 1.984% | |
| 7/16/2025 | Tassel Capital Management Inc. | 201,381 | $13.50M | 10.4% | +4.2% | 0.087% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 8,259 | $559K | 0.2% | N/A | 0.004% | |
| 7/15/2025 | BostonPremier Wealth LLC | 109,322 | $7.33M | 4.1% | -0.7% | 0.047% | |
| 7/15/2025 | Evanson Asset Management LLC | 946,784 | $63.45M | 4.1% | -2.4% | 0.409% | |
| 7/15/2025 | Traction Financial Partners LLC | 7,704 | $516K | 0.3% | -13.3% | 0.003% | |
| 7/15/2025 | Kraft Asset Management LLC | 108,842 | $7.30M | 6.8% | +12.2% | 0.047% | |
| 7/15/2025 | Accurate Wealth Management LLC | 30,148 | $2.05M | 0.3% | N/A | 0.013% | |
| 7/15/2025 | Maseco LLP | 7,896,996 | $529.34M | 20.1% | N/A | 3.409% | |
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| 7/15/2025 | LVZ Inc. | 76,469 | $5.13M | 0.6% | +3.9% | 0.033% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 30,420 | $2.04M | 0.3% | +14.0% | 0.013% | |
| 7/15/2025 | Family Investment Center Inc. | 12,806 | $858K | 0.2% | -23.6% | 0.006% | |
| 7/15/2025 | Kelly Financial Group LLC | 7,868 | $527K | 0.1% | +25.1% | 0.003% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 5,793 | $388K | 0.1% | +7.6% | 0.003% | |
| 7/14/2025 | Foster Group Inc. | 1,013,963 | $67.96M | 2.3% | -0.5% | 0.438% | |
| 7/14/2025 | Financial Harvest LLC | 13,981 | $937K | 0.7% | N/A | 0.006% | |
| 7/14/2025 | Ridgewood Investments LLC | 5,794 | $388K | 0.2% | N/A | 0.003% | |
| 7/14/2025 | Lakeshore Financial Planning Inc. | 28,239 | $1.89M | 0.8% | +8.7% | 0.012% | |
| 7/14/2025 | Capstone Wealth Management LLC | 170,128 | $11.40M | 10.0% | +25.4% | 0.073% | |
