| 7/18/2025 | Access Financial Services Inc. | 105,942 | $4.24M | 1.6% | -3.7% | 0.026% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 5,966 | $239K | 0.0% | -10.5% | 0.001% | |
| 7/18/2025 | Consolidated Planning Corp | 23,132 | $926K | 0.1% | -2.1% | 0.006% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 280,358 | $11.22M | 1.2% | -9.8% | 0.068% | |
| 7/18/2025 | First Pacific Financial | 79,819 | $3.19M | 0.5% | -3.4% | 0.019% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 1,114 | $45K | 0.0% | -94.4% | 0.000% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 43,982 | $1.76M | 1.4% | -16.4% | 0.011% | |
| 7/18/2025 | SigFig Wealth Management LLC | 9,911 | $396K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | Financial Consulate Inc. | 187,835 | $7.52M | 1.5% | N/A | 0.046% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 225,680 | $9.03M | 2.9% | +5.6% | 0.055% | |
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| 7/17/2025 | Trivium Point Advisory LLC | 29,086 | $1.16M | 0.1% | -1.1% | 0.007% | |
| 7/17/2025 | Asio Capital LLC | 5,470 | $219K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | HB Wealth Management LLC | 5,193 | $208K | 0.0% | -39.6% | 0.001% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 158,521 | $6.34M | 0.9% | -0.9% | 0.039% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 139,572 | $5.59M | 0.0% | -0.9% | 0.034% | |
| 7/17/2025 | Oakworth Capital Inc. | 4,277 | $171K | 0.0% | -5.9% | 0.001% | |
| 7/17/2025 | Archford Capital Strategies LLC | 188,872 | $7.56M | 1.0% | +9.7% | 0.046% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,471 | $59K | 0.0% | -62.6% | 0.000% | |
| 7/17/2025 | Beacon Capital Management LLC | 2,085 | $83K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Sonora Investment Management Group LLC | 5,372 | $215K | 0.0% | -6.6% | 0.001% | |
| 7/17/2025 | Stone Summit Wealth LLC | 21,140 | $846K | 0.3% | -7.7% | 0.005% | |
| 7/17/2025 | Barry Investment Advisors LLC | 784,531 | $31.40M | 7.8% | +2.6% | 0.191% | |
| 7/17/2025 | Lakewood Asset Management LLC | 50,652 | $2.03M | 1.4% | +9.1% | 0.012% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 799,671 | $32.00M | 4.4% | +2.9% | 0.195% | |
| 7/17/2025 | Charles Schwab Trust Co | 970,867 | $38.85M | 2.9% | -3.4% | 0.237% | |
| 7/17/2025 | Hengehold Capital Management LLC | 164,758 | $6.59M | 0.6% | -1.4% | 0.040% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 48,503 | $1.94M | 0.5% | +5.7% | 0.012% | |
| 7/17/2025 | LVW Advisors LLC | 24,845 | $994K | 0.1% | -8.7% | 0.006% | |
| 7/16/2025 | Prairiewood Capital LLC | 504,303 | $20.18M | 7.5% | -0.7% | 0.123% | |
| 7/16/2025 | Kathmere Capital Management LLC | 56,686 | $2.27M | 0.2% | +2.2% | 0.014% | |
| 7/16/2025 | True North Advisors LLC | 66,834 | $2.68M | 0.5% | +9.9% | 0.016% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 49,128 | $1.97M | 1.3% | -39.3% | 0.012% | |
| 7/16/2025 | Novem Group | 79,634 | $3.19M | 0.4% | -4.3% | 0.019% | |
| 7/16/2025 | MBE Wealth Management LLC | 5,600 | $224K | 0.1% | N/A | 0.001% | |
| 7/15/2025 | Beacon Financial Planning Inc. | 304,703 | $12.19M | 6.8% | -5.1% | 0.074% | |
| 7/15/2025 | Verum Partners LLC | 367,541 | $14.71M | 3.4% | -0.2% | 0.090% | |
| 7/15/2025 | Mather Group LLC. | 72,714 | $2.91M | 0.0% | -9.0% | 0.018% | |
| 7/15/2025 | EWG Elevate Inc. | 18,278 | $731K | 0.2% | N/A | 0.004% | |
| 7/15/2025 | Alhambra Investment Management LLC | 130,632 | $5.23M | 2.6% | -1.5% | 0.032% | |
| 7/15/2025 | BCS Wealth Management | 29,468 | $1.18M | 0.3% | +60.1% | 0.007% | |
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| 7/15/2025 | Maseco LLP | 23,486 | $940K | 0.0% | N/A | 0.006% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 239,208 | $9.57M | 1.7% | +17.6% | 0.058% | |
| 7/14/2025 | Hoey Investments Inc. | 1,302 | $52K | 0.0% | +985.0% | 0.000% | |
| 7/14/2025 | Occidental Asset Management LLC | 113,350 | $4.54M | 0.6% | -1.3% | 0.028% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 888,264 | $35.55M | 8.3% | -14.6% | 0.217% | |
| 7/14/2025 | AdvisorNet Financial Inc | 28,835 | $1.15M | 0.1% | -29.0% | 0.007% | |
| 7/14/2025 | BlueSky Wealth Advisors LLC | 339,194 | $13.58M | 2.0% | -2.7% | 0.083% | |
| 7/14/2025 | Northland Capital Management LLC | 119,162 | $4.77M | 2.9% | -7.0% | 0.029% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 323,583 | $12.95M | 0.4% | +12.0% | 0.079% | |
| 7/14/2025 | Abound Wealth Management | 5,402 | $216K | 0.1% | +58.6% | 0.001% | |
| 7/14/2025 | Whitener Capital Management Inc. | 17,272 | $691K | 0.2% | +9.7% | 0.004% | |
| 7/14/2025 | Park Avenue Securities LLC | 90,651 | $3.63M | 0.0% | +110.4% | 0.022% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 42,196 | $1.69M | 1.4% | +15.1% | 0.010% | |
| 7/14/2025 | Sound Stewardship LLC | 189,607 | $7.59M | 3.9% | +2.2% | 0.046% | |
| 7/11/2025 | Coastwise Capital Group LLC | 5,427 | $217K | 0.2% | -6.9% | 0.001% | |
| 7/11/2025 | Capital Advantage Inc. | 1,049,211 | $41.99M | 6.6% | -22.5% | 0.256% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,737 | $390K | 0.0% | +4.3% | 0.002% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 66,228 | $2.65M | 0.2% | +30.0% | 0.016% | |
| 7/11/2025 | LongView Wealth Management | 138,377 | $5.54M | 1.7% | +23.4% | 0.034% | |
| 7/10/2025 | Triangle Securities Wealth Management | 15,101 | $604K | 0.1% | -19.0% | 0.004% | |
| 7/10/2025 | Mogy Joel R Investment Counsel Inc. | 829 | $33K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Marshall Financial Group LLC | 31,370 | $1.25M | 0.2% | -18.1% | 0.008% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 71,441 | $2.89M | 0.1% | +4.5% | 0.017% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,921,668 | $685.33M | 1.1% | +4.7% | 4.125% | |
| 7/10/2025 | Moller Wealth Partners | 405,639 | $16.23M | 3.6% | +1.7% | 0.099% | |
| 7/10/2025 | Focus Financial Network Inc. | 630,320 | $25.23M | 1.0% | +4.6% | 0.154% | |
| 7/10/2025 | Sovran Advisors LLC | 9,780 | $394K | 0.0% | N/A | 0.002% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 784,307 | $31.39M | 1.0% | +5.4% | 0.191% | |
| 7/9/2025 | Capital Wealth Management LLC | 413,613 | $16.55M | 6.2% | +3.9% | 0.101% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 233,710 | $9.35M | 7.1% | -0.5% | 0.057% | |
| 7/9/2025 | Channel Wealth LLC | 5,274 | $211K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 768,864 | $30.77M | 1.2% | +294.8% | 0.187% | |
| 7/9/2025 | Alesco Advisors LLC | 130,488 | $5.22M | 0.2% | -0.6% | 0.032% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 28,674 | $1.14M | 0.2% | -8.5% | 0.007% | |
| 7/9/2025 | Bulwark Capital Corp | 13,085 | $524K | 0.4% | N/A | 0.003% | |
| 7/9/2025 | Beacon Financial Group | 90,096 | $3.61M | 0.4% | +112.6% | 0.022% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 149,687 | $6.06M | 2.2% | -1.6% | 0.036% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 144,959 | $5.80M | 4.1% | +20.7% | 0.035% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 1,046,849 | $41.90M | 3.9% | +9.2% | 0.255% | |
| 7/8/2025 | Parallel Advisors LLC | 12,895 | $516K | 0.0% | +12.4% | 0.003% | |
| 7/7/2025 | RF&L Wealth Management LLC | 46,674 | $1.87M | 1.2% | -1.5% | 0.011% | |
| 7/7/2025 | Verde Capital Management | 851,907 | $34.09M | 8.4% | +4.5% | 0.208% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 27,032 | $1.08M | 0.5% | +4.2% | 0.007% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 36,919 | $1.48M | 0.0% | +2.4% | 0.009% | |
| 7/7/2025 | Centurion Wealth Management LLC | 10,444 | $418K | 0.1% | +52.3% | 0.003% | |
| 7/3/2025 | Collective Family Office LLC | 253,445 | $10.14M | 2.6% | +0.1% | 0.062% | |
| 7/3/2025 | City Center Advisors LLC | 13,027 | $521K | 0.6% | N/A | 0.003% | |
| 7/2/2025 | Howard Financial Services LTD. | 376,251 | $15.06M | 2.0% | -1.2% | 0.092% | |
| 6/17/2025 | Howe & Rusling Inc. | 7,072 | $256K | 0.0% | +35.2% | 0.002% | |
| 6/3/2025 | Invst LLC | 7,873 | $285K | 0.0% | N/A | 0.002% | |
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| 6/2/2025 | Modern Wealth Management LLC | 35,591 | $1.29M | 0.0% | -81.1% | 0.009% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 84,131 | $3.04M | 0.5% | -4.8% | 0.021% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 459,576 | $16.61M | 0.6% | -0.7% | 0.113% | |
| 5/20/2025 | Focus Partners Wealth | 463,627 | $16.76M | 0.0% | +1.5% | 0.114% | |
| 5/20/2025 | Integrity Alliance LLC. | 6,378 | $231K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 64,143 | $2.32M | 0.0% | -93.5% | 0.016% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 11,821 | $427K | 0.0% | -53.5% | 0.003% | |
| 5/16/2025 | Bell Investment Advisors Inc | 666,235 | $24.08M | 4.4% | -0.7% | 0.165% | |
| 5/16/2025 | ROSS JOHNSON & Associates LLC | 1,230 | $44K | 0.8% | N/A | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 37,622 | $1.36M | 0.0% | +71.6% | 0.009% | |
