| 7/18/2025 | Vicus Capital | 12,315 | $1.50M | 0.1% | +15.6% | 0.011% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 31,244 | $3.79M | 0.2% | -0.8% | 0.028% | |
| 7/18/2025 | Consolidated Planning Corp | 47,401 | $5.75M | 0.7% | -1.9% | 0.042% | |
| 7/18/2025 | Centricity Wealth Management LLC | 310 | $38K | 0.0% | -38.0% | 0.000% | |
| 7/18/2025 | Nabity Jensen Investment Management Inc | 122,901 | $14.92M | 11.0% | +2.9% | 0.108% | |
| 7/18/2025 | SigFig Wealth Management LLC | 1,866,322 | $225.34M | 7.5% | 0.0% | 1.644% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 70,998 | $8.62M | 1.2% | +2.7% | 0.063% | |
| 7/18/2025 | Wetzel Investment Advisors Inc. | 3,851 | $467K | 0.2% | -18.5% | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 81,851 | $9.94M | 0.0% | -5.2% | 0.072% | |
| 7/17/2025 | Emerald Advisors LLC | 52,384 | $6.36M | 0.8% | +5.1% | 0.046% | |
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| 7/17/2025 | C2C Wealth Management LLC | 12,880 | $1.56M | 1.4% | -7.2% | 0.011% | |
| 7/17/2025 | XML Financial LLC | 105,089 | $12.76M | 1.1% | -1.2% | 0.093% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 17,077 | $2.07M | 0.9% | -3.8% | 0.015% | |
| 7/17/2025 | LexAurum Advisors LLC | 298,978 | $36.29M | 5.7% | +55.1% | 0.263% | |
| 7/17/2025 | HB Wealth Management LLC | 1,071,101 | $130.01M | 1.0% | +6.1% | 0.944% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 294,494 | $35.75M | 0.1% | -23.3% | 0.259% | |
| 7/17/2025 | Nicholson Meyer Capital Management Inc. | 80,056 | $9.72M | 8.2% | -1.8% | 0.071% | |
| 7/17/2025 | Fifth Third Securities Inc. | 3,595 | $436K | 0.0% | -7.6% | 0.003% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 116,477 | $14.14M | 8.7% | -2.2% | 0.103% | |
| 7/17/2025 | KWB Wealth | 3,737 | $454K | 0.1% | -14.3% | 0.003% | |
| 7/16/2025 | Spirepoint Private Client LLC | 8,362 | $1.02M | 0.1% | -2.8% | 0.007% | |
| 7/16/2025 | Kathmere Capital Management LLC | 37,902 | $4.60M | 0.4% | -3.7% | 0.033% | |
| 7/16/2025 | PFS Partners LLC | 55,616 | $6.75M | 3.4% | -1.6% | 0.049% | |
| 7/16/2025 | Cambridge Advisors Inc. | 3,571 | $433K | 0.1% | -36.3% | 0.003% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 1,654 | $201K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | American National Bank & Trust | 31,445 | $3.82M | 0.4% | -8.2% | 0.028% | |
| 7/16/2025 | Perigon Wealth Management LLC | 5,993 | $727K | 0.0% | +7.0% | 0.005% | |
| 7/15/2025 | McAdam LLC | 33,095 | $4.02M | 0.2% | -2.1% | 0.029% | |
| 7/15/2025 | TD Private Client Wealth LLC | 2,239 | $272K | 0.0% | -36.4% | 0.002% | |
| 7/15/2025 | Financial Management Professionals Inc. | 852,241 | $103.44M | 11.6% | +4.0% | 0.751% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 398,351 | $48.35M | 14.8% | -1.0% | 0.351% | |
| 7/15/2025 | Tepp RIA LLC | 4,929 | $598K | 0.8% | +104.2% | 0.004% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 17,975 | $2.18M | 0.7% | -53.6% | 0.016% | |
| 7/15/2025 | Bfsg LLC | 760 | $92K | 0.0% | -20.8% | 0.001% | |
| 7/14/2025 | E&G Advisors LP | 22,675 | $2.75M | 0.7% | -0.5% | 0.020% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 11,704 | $1.42M | 0.1% | -9.7% | 0.010% | |
| 7/14/2025 | Chapin Davis Inc. | 3,878 | $471K | 0.1% | -5.4% | 0.003% | |
| 7/14/2025 | Lee Kelleher Wealth Management | 63,590 | $7.72M | 5.1% | -0.5% | 0.056% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 6,324 | $768K | 0.0% | -62.2% | 0.006% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 11,741 | $1.43M | 0.0% | -4.2% | 0.010% | |
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| 7/14/2025 | Sowell Financial Services LLC | 82,114 | $9.97M | 0.4% | +463.0% | 0.072% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 677 | $82K | 0.0% | -39.6% | 0.001% | |
| 7/11/2025 | LongView Wealth Management | 2,030 | $246K | 0.1% | N/A | 0.002% | |
| 7/10/2025 | Sterling Financial Group Inc. | 2,894 | $351K | 0.1% | -99.2% | 0.003% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 17,085 | $2.07M | 0.2% | -7.4% | 0.015% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 510,081 | $62.68M | 0.1% | -19.0% | 0.448% | |
| 7/10/2025 | SK Wealth Management LLC | 2,012 | $247K | 0.1% | N/A | 0.002% | |
| 7/10/2025 | Tompkins Financial Corp | 945 | $115K | 0.0% | -15.2% | 0.001% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 321,942 | $39.08M | 1.2% | +1.3% | 0.283% | |
| 7/9/2025 | Lincoln Capital Corp | 130,453 | $15.83M | 6.1% | +9.1% | 0.115% | |
| 7/9/2025 | Lifelong Wealth Advisors Inc. | 541,738 | $65.76M | 21.8% | +1.8% | 0.476% | |
| 7/9/2025 | Fiduciary Alliance LLC | 10,931 | $1.33M | 0.1% | +9.5% | 0.010% | |
| 7/9/2025 | High Probability Advisors LLC | 798,650 | $96.94M | 14.5% | +7.3% | 0.702% | |
| 7/8/2025 | Advance Capital Management Inc. | 6,787 | $824K | 0.0% | -17.0% | 0.006% | |
| 7/8/2025 | Goldstone Financial Group LLC | 10,088 | $1.24M | 0.2% | -3.9% | 0.009% | |
| 7/8/2025 | Parallel Advisors LLC | 325 | $39K | 0.0% | +61.7% | 0.000% | |
| 7/7/2025 | Kings Path Partners LLC | 154,010 | $18.69M | 7.5% | +14.0% | 0.135% | |
| 7/7/2025 | Centurion Wealth Management LLC | 179,519 | $21.79M | 6.2% | +12.3% | 0.158% | |
| 7/3/2025 | Arvest Investments Inc. | 145,280 | $17.63M | 2.7% | -0.4% | 0.128% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 17,323 | $2.10M | 0.9% | +5.4% | 0.015% | |
| 6/13/2025 | Optima Capital LLC | 2,216 | $244K | 0.2% | -32.1% | 0.002% | |
| 6/2/2025 | Modern Wealth Management LLC | 13,054 | $1.44M | 0.0% | -4.7% | 0.011% | |
| 5/28/2025 | Silicon Valley Capital Partners | 135,886 | $14.86M | 1.9% | -1.0% | 0.120% | |
| 5/28/2025 | Intrua Financial LLC | 4,762 | $524K | 0.1% | -15.8% | 0.004% | |
| 5/27/2025 | Advisors Capital Management LLC | 17,318 | $1.91M | 0.0% | +30.2% | 0.015% | |
| 5/23/2025 | Strategic Financial Services Inc. | 66,917 | $7.37M | 0.4% | -2.7% | 0.059% | |
| 5/21/2025 | McAdam LLC | 33,805 | $3.72M | 0.2% | -2.4% | 0.030% | |
| 5/20/2025 | Focus Partners Wealth | 86,810 | $9.56M | 0.0% | +1,657.3% | 0.076% | |
| 5/20/2025 | Glenview Trust co | 1,236,800 | $136.15M | 2.6% | -1.9% | 1.088% | |
| 5/19/2025 | SageView Advisory Group LLC | 8,437 | $929K | 0.0% | -2.9% | 0.007% | |
| 5/16/2025 | HFM Investment Advisors LLC | 325 | $36K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Great Lakes Advisors LLC | 7,532 | $829K | 0.0% | -75.4% | 0.007% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 4,328,977 | $476.53M | 12.5% | +1.8% | 3.809% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 44,477 | $4.90M | 0.2% | +22.6% | 0.039% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,014,441 | $221.75M | 0.0% | -14.5% | 1.769% | |
| 5/16/2025 | NewEdge Advisors LLC | 27,148 | $2.99M | 0.0% | -1.6% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 43,580 | $4.80M | 0.1% | +2.0% | 0.038% | |
| 5/16/2025 | AQR Capital Management LLC | 20,639 | $2.27M | 0.0% | -8.8% | 0.018% | |
| 5/16/2025 | Ancora Advisors LLC | 13,693 | $1.51M | 0.0% | -2.0% | 0.012% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,375 | $151K | 0.0% | -11.1% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 18,830 | $2.07M | 0.0% | +17.1% | 0.017% | |
| 5/15/2025 | Royal Bank of Canada | 672,750 | $74.06M | 0.0% | 0.0% | 0.592% | |
| 5/15/2025 | Betterment LLC | 5,305,878 | $584.07M | 1.4% | -0.8% | 4.669% | |
| 5/15/2025 | MAI Capital Management | 166,890 | $18.37M | 0.1% | +2.2% | 0.147% | |
| 5/15/2025 | Baird Financial Group Inc. | 249,840 | $27.50M | 0.1% | +14.3% | 0.220% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 23,431 | $2.58M | 0.8% | N/A | 0.021% | |
| 5/15/2025 | Mission Creek Capital Partners Inc. | 7,448 | $820K | 0.2% | +29.2% | 0.007% | |
| 5/14/2025 | CreativeOne Wealth LLC | 2,182 | $240K | 0.0% | -13.5% | 0.002% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 391,544 | $43.10M | 29.1% | +4.3% | 0.345% | |
| 5/14/2025 | Comerica Bank | 92,729 | $10.21M | 0.0% | -0.3% | 0.082% | |
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| 5/14/2025 | Cedar Point Capital Partners LLC | 25,462 | $2.80M | 1.9% | +1.8% | 0.022% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,718 | $188K | 0.0% | +1,584.3% | 0.002% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 6,949,758 | $765.03M | 0.6% | -2.0% | 6.115% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 3,484 | $384K | 0.0% | +7.6% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 32,442 | $3.57M | 0.0% | -6.3% | 0.029% | |
| 5/14/2025 | CW Advisors LLC | 9,195 | $1.02M | 0.0% | +19.4% | 0.008% | |
| 5/14/2025 | Summit Financial LLC | 2,433 | $268K | 0.0% | +26.3% | 0.002% | |
| 5/14/2025 | Accredited Wealth Management LLC | 3,031 | $334K | 0.3% | -11.2% | 0.003% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 5,566 | $613K | 0.0% | -30.1% | 0.005% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 5,571 | $613K | 0.1% | +2.6% | 0.005% | |
