| 8/1/2025 | GGM Financials LLC | 53,862 | $4.32M | 0.9% | N/A | 0.154% | |
| 8/1/2025 | GWN Securities Inc. | 4,680 | $376K | 0.1% | +20.7% | 0.013% | |
| 8/1/2025 | Brookwood Investment Group LLC | 2,638 | $212K | 0.0% | N/A | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 187,680 | $15.06M | 0.0% | +16.6% | 0.535% | |
| 7/31/2025 | Cosner Financial Group LLC | 273,347 | $21.96M | 12.2% | -0.9% | 0.780% | |
| 7/31/2025 | Carnegie Investment Counsel | 15,083 | $1.21M | 0.0% | -0.8% | 0.043% | |
| 7/30/2025 | KPP Advisory Services LLC | 14,877 | $1.19M | 0.2% | +85.2% | 0.042% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 2,954 | $244K | 0.1% | -21.1% | 0.008% | |
| 7/30/2025 | Castle Wealth Management LLC | 61,708 | $4.95M | 1.8% | +1.5% | 0.176% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 83,628 | $6.71M | 4.8% | -18.3% | 0.239% | |
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| 7/30/2025 | OLD Point Trust & Financial Services N A | 4,844 | $389K | 0.1% | +774.4% | 0.014% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 39,091 | $3.14M | 0.3% | -1.8% | 0.112% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 5,689 | $456K | 0.2% | +2.7% | 0.016% | |
| 7/30/2025 | Black Diamond Financial LLC | 32,840 | $2.64M | 0.4% | -9.2% | 0.094% | |
| 7/30/2025 | D.A. Davidson & CO. | 2,562 | $206K | 0.0% | N/A | 0.007% | |
| 7/30/2025 | Pacific Sun Financial Corp | 12,198 | $979K | 0.5% | -3.6% | 0.035% | |
| 7/30/2025 | Nottingham Advisors Inc. | 18,682 | $1.50M | 0.2% | -9.2% | 0.053% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 4,913 | $394K | 0.2% | -96.0% | 0.014% | |
| 7/29/2025 | Madison Wealth Partners Inc | 9,317 | $748K | 0.2% | +8.2% | 0.027% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 21,251 | $1.71M | 0.6% | -1.2% | 0.061% | |
| 7/29/2025 | Rodgers & Associates LTD | 226,108 | $18.14M | 2.0% | +1.2% | 0.645% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 3,285 | $264K | 0.0% | N/A | 0.009% | |
| 7/29/2025 | Aire Advisors LLC | 31,642 | $2.54M | 0.5% | +13.1% | 0.090% | |
| 7/28/2025 | Harbour Investments Inc. | 9,325 | $748K | 0.0% | +3.6% | 0.027% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 22,429 | $1.80M | 0.0% | -4.1% | 0.064% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 17,039 | $1.37M | 0.0% | -2.5% | 0.049% | |
| 7/25/2025 | Kellett Wealth Advisors LLC | 51,809 | $4.16M | 2.7% | -1.5% | 0.148% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 14,816 | $1.19M | 0.0% | +4.5% | 0.042% | |
| 7/25/2025 | Concord Wealth Partners | 1,076 | $86K | 0.0% | N/A | 0.003% | |
| 7/25/2025 | Courage Miller Partners LLC | 25,509 | $2.05M | 0.6% | -2.2% | 0.073% | |
| 7/25/2025 | MGO One Seven LLC | 95,356 | $7.65M | 0.2% | -15.5% | 0.272% | |
| 7/25/2025 | CWM LLC | 192,487 | $15.44M | 0.1% | -7.1% | 0.549% | |
| 7/25/2025 | Cerro Pacific Wealth Advisors LLC | 32,709 | $2.62M | 0.7% | +128.1% | 0.093% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 3,352 | $269K | 0.0% | N/A | 0.010% | |
| 7/24/2025 | rebel Financial LLC | 4,477 | $359K | 0.2% | N/A | 0.013% | |
| 7/24/2025 | Blair William & Co. IL | 30,694 | $2.46M | 0.0% | +1.6% | 0.088% | |
| 7/24/2025 | Leo Wealth LLC | 36,298 | $2.91M | 0.2% | N/A | 0.104% | |
| 7/23/2025 | Eagle Strategies LLC | 136,006 | $10.91M | 1.7% | +9.0% | 0.389% | |
| 7/23/2025 | GGM Financials LLC | 53,862 | $4.32M | 0.9% | N/A | 0.154% | |
| 7/23/2025 | Ignite Planners LLC | 28,858 | $2.36M | 0.3% | +3.3% | 0.082% | |
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| 7/23/2025 | Valmark Advisers Inc. | 2,608 | $209K | 0.0% | N/A | 0.007% | |
| 7/23/2025 | Lansing Street Advisors | 2,535 | $203K | 0.1% | N/A | 0.007% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 48,213 | $3.87M | 0.3% | +0.9% | 0.138% | |
| 7/23/2025 | KPP Advisory Services LLC | 14,877 | $1.19M | 0.3% | +85.2% | 0.043% | |
| 7/22/2025 | HRC Wealth Management LLC | 11,336 | $909K | 0.5% | -3.2% | 0.032% | |
| 7/22/2025 | Belpointe Asset Management LLC | 10,882 | $873K | 0.0% | -23.7% | 0.031% | |
| 7/22/2025 | Valley National Advisers Inc. | 41,564 | $3.33M | 0.5% | -0.4% | 0.119% | |
| 7/22/2025 | Sage Financial Group Inc. | 2,790 | $224K | 0.0% | -15.4% | 0.008% | |
| 7/22/2025 | DAVENPORT & Co LLC | 4,454 | $357K | 0.0% | -88.7% | 0.013% | |
| 7/22/2025 | Merit Financial Group LLC | 48,249 | $3.87M | 0.0% | -2.7% | 0.138% | |
| 7/22/2025 | Accel Wealth Management | 20,764 | $1.67M | 0.6% | +7.0% | 0.059% | |
| 7/22/2025 | Willner & Heller LLC | 9,914 | $795K | 0.7% | +2.3% | 0.028% | |
| 7/22/2025 | Stanich Group LLC | 18,101 | $1.46M | 1.3% | -16.7% | 0.052% | |
| 7/21/2025 | Compass Planning Associates Inc | 719 | $58K | 0.1% | +43.8% | 0.002% | |
| 7/18/2025 | Trilogy Capital Inc. | 6,925 | $556K | 0.0% | N/A | 0.020% | |
| 7/18/2025 | Marino Stram & Associates LLC | 49,020 | $3.93M | 0.8% | +19.5% | 0.140% | |
| 7/18/2025 | Truist Financial Corp | 97,082 | $7.79M | 0.0% | -4.9% | 0.277% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 63,638 | $5.11M | 1.1% | +403.8% | 0.182% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 47,656 | $3.82M | 0.0% | -0.3% | 0.136% | |
| 7/17/2025 | Montis Financial LLC | 2,682 | $215K | 0.1% | -19.4% | 0.008% | |
| 7/17/2025 | Avior Wealth Management LLC | 635,237 | $50.97M | 1.8% | +3.6% | 1.818% | |
| 7/16/2025 | Marmo Financial Group LLC | 111,569 | $8.95M | 4.5% | +1.5% | 0.319% | |
| 7/16/2025 | Independent Wealth Network Inc. | 2,634 | $211K | 0.1% | -27.5% | 0.008% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 18,019 | $1.45M | 0.7% | -6.7% | 0.052% | |
| 7/16/2025 | PFS Partners LLC | 96,377 | $7.73M | 3.9% | +0.7% | 0.276% | |
| 7/16/2025 | American National Bank & Trust | 2,512 | $202K | 0.0% | N/A | 0.007% | |
| 7/15/2025 | McAdam LLC | 19,563 | $1.57M | 0.1% | +280.0% | 0.056% | |
| 7/15/2025 | TD Private Client Wealth LLC | 2,544 | $204K | 0.0% | -5.7% | 0.007% | |
| 7/15/2025 | James J. Burns & Company LLC | 34,053 | $2.73M | 0.4% | +138.2% | 0.097% | |
| 7/15/2025 | Forte Capital LLC ADV | 68,994 | $5.54M | 0.6% | +8.1% | 0.197% | |
| 7/15/2025 | Revisor Wealth Management LLC | 4,027 | $326K | 0.1% | -3.0% | 0.012% | |
| 7/14/2025 | AdvisorNet Financial Inc | 15,293 | $1.23M | 0.1% | -22.2% | 0.044% | |
| 7/14/2025 | Ridgewood Investments LLC | 8,534 | $685K | 0.3% | -8.9% | 0.024% | |
| 7/14/2025 | Flagstar Advisors Inc. | 6,519 | $523K | 0.1% | -4.0% | 0.019% | |
| 7/14/2025 | Park Avenue Securities LLC | 7,443 | $597K | 0.0% | -2.8% | 0.021% | |
| 7/14/2025 | Matrix Trust Co | 186,218 | $14.94M | 2.4% | +1.3% | 0.533% | |
| 7/11/2025 | Scott Capital Advisors LLC | 120,266 | $9.75M | 2.6% | -0.2% | 0.344% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 10,948 | $878K | 0.1% | -16.4% | 0.031% | |
| 7/11/2025 | LongView Wealth Management | 3,684 | $296K | 0.1% | N/A | 0.011% | |
| 7/11/2025 | OxenFree Capital LLC | 80,414 | $6.45M | 4.0% | +4.5% | 0.230% | |
| 7/10/2025 | Orgel Wealth Management LLC | 295,906 | $23.74M | 0.6% | -1.4% | 0.847% | |
| 7/10/2025 | HF Advisory Group LLC | 13,681 | $1.10M | 0.4% | +6.3% | 0.039% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 78,321 | $6.37M | 0.0% | -2.9% | 0.224% | |
| 7/10/2025 | Secure Asset Management LLC | 3,182 | $255K | 0.0% | N/A | 0.009% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 4,469 | $359K | 0.0% | +18.3% | 0.013% | |
| 7/10/2025 | Focus Financial Network Inc. | 21,558 | $1.73M | 0.1% | +9.2% | 0.062% | |
| 7/10/2025 | Sovran Advisors LLC | 33,274 | $2.69M | 0.3% | -32.4% | 0.095% | |
| 7/9/2025 | Capital Wealth Management LLC | 172,391 | $13.83M | 5.2% | +6.8% | 0.493% | |
| 7/9/2025 | Procyon Advisors LLC | 2,596 | $208K | 0.0% | N/A | 0.007% | |
| 7/9/2025 | Fermata Advisors LLC | 6,058 | $486K | 0.1% | -16.6% | 0.017% | |
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| 7/9/2025 | Breakwater Capital Group | 2,497 | $200K | 0.0% | N/A | 0.007% | |
| 7/9/2025 | Burt Wealth Advisors | 9,504 | $763K | 0.2% | +13.1% | 0.027% | |
| 7/9/2025 | First Bank & Trust | 9,425 | $756K | 0.1% | +21.6% | 0.027% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 7,820 | $627K | 0.3% | +5.5% | 0.022% | |
| 7/8/2025 | PTM Wealth Management LLC | 119,309 | $9.70M | 6.4% | +12.3% | 0.341% | |
| 7/8/2025 | Parallel Advisors LLC | 1,848 | $148K | 0.0% | +31.1% | 0.005% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 17,070 | $1.37M | 0.1% | -2.5% | 0.049% | |
| 7/7/2025 | Verde Capital Management | 63,803 | $5.12M | 1.3% | +7.7% | 0.183% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 7,201 | $578K | 0.1% | -5.8% | 0.021% | |
| 7/7/2025 | Nova Wealth Management Inc. | 16,168 | $1.30M | 1.0% | +274.3% | 0.046% | |
