| 7/22/2025 | Evensky & Katz LLC | 485,706 | $24.62M | 1.5% | +1.9% | 0.076% | |
| 7/22/2025 | Belpointe Asset Management LLC | 12,556 | $636K | 0.0% | +69.5% | 0.002% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 26,319 | $1.33M | 0.1% | +19.8% | 0.004% | |
| 7/22/2025 | Valley National Advisers Inc. | 58,822 | $2.98M | 0.5% | -2.2% | 0.009% | |
| 7/22/2025 | Appleton Partners Inc. MA | 460,530 | $23.34M | 1.7% | -4.5% | 0.072% | |
| 7/22/2025 | Sage Financial Group Inc. | 44,708 | $2.27M | 0.2% | +3.2% | 0.007% | |
| 7/22/2025 | DAVENPORT & Co LLC | 75,979 | $3.85M | 0.0% | +10.5% | 0.012% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 24,001 | $1.22M | 0.1% | +175.5% | 0.004% | |
| 7/22/2025 | Merit Financial Group LLC | 217,749 | $11.04M | 0.1% | +73.0% | 0.034% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 16,321 | $827K | 0.1% | -2.7% | 0.003% | |
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| 7/22/2025 | IVC Wealth Advisors LLC | 4,587 | $232K | 0.1% | N/A | 0.001% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 99,354 | $5.04M | 1.3% | +33.1% | 0.016% | |
| 7/22/2025 | Gemmer Asset Management LLC | 6,000 | $304K | 0.0% | -14.9% | 0.001% | |
| 7/22/2025 | Iron Horse Wealth Management LLC | 690,854 | $35.01M | 10.3% | +5.6% | 0.108% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 414,514 | $21.01M | 4.9% | -0.3% | 0.065% | |
| 7/22/2025 | Realta Investment Advisors | 17,732 | $899K | 0.4% | +21.0% | 0.003% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 86,739 | $4.40M | 0.1% | -5.9% | 0.014% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 79,971 | $4.05M | 1.8% | -9.5% | 0.013% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 7,278 | $369K | 0.1% | N/A | 0.001% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 47,780 | $2.42M | 0.9% | +2.7% | 0.007% | |
| 7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 9,864 | $500K | 0.1% | N/A | 0.002% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 5,000 | $253K | 0.2% | -89.0% | 0.001% | |
| 7/21/2025 | AIFG Consultants Ltd. | 18,611 | $943K | 1.8% | +10.2% | 0.003% | |
| 7/21/2025 | Cardinal Strategic Wealth Guidance | 120,800 | $6.12M | 1.8% | +0.2% | 0.019% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 4,603 | $233K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Ascent Group LLC | 4,781 | $242K | 0.0% | +16.2% | 0.001% | |
| 7/21/2025 | Barrett & Company Inc. | 3,475 | $176K | 0.1% | -5.4% | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 186,732 | $9.46M | 0.5% | -41.1% | 0.029% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 147,087 | $7.45M | 2.7% | +5.3% | 0.023% | |
| 7/21/2025 | Quattro Financial Advisors LLC | 61,283 | $3.11M | 1.1% | -1.1% | 0.010% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 8,039 | $407K | 0.1% | -24.2% | 0.001% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 12,924 | $655K | 0.2% | +54.7% | 0.002% | |
| 7/21/2025 | Red Mountain Financial LLC | 36,957 | $1.87M | 2.4% | +7.7% | 0.006% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 36,330 | $1.84M | 0.0% | N/A | 0.006% | |
| 7/21/2025 | Catalina Capital Group LLC | 134,766 | $6.83M | 4.5% | +44.3% | 0.021% | |
| 7/21/2025 | TFG Advisers LLC | 81,457 | $4.13M | 1.4% | +16.0% | 0.013% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 383,556 | $19.44M | 0.3% | +0.4% | 0.060% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 224,432 | $11.37M | 1.5% | +2.0% | 0.035% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 26,565 | $1.35M | 0.1% | +2.2% | 0.004% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 4,746 | $241K | 0.1% | N/A | 0.001% | |
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| 7/18/2025 | Heritage Financial Services LLC | 256,231 | $12.99M | 1.2% | -0.8% | 0.040% | |
| 7/18/2025 | Centricity Wealth Management LLC | 128,841 | $6.53M | 5.2% | +28.4% | 0.020% | |
| 7/18/2025 | First Pacific Financial | 1,065 | $54K | 0.0% | -99.8% | 0.000% | |
| 7/18/2025 | Forbes J M & Co. LLP | 12,003 | $608K | 0.1% | +148.5% | 0.002% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 67,504 | $3.42M | 0.0% | -5.8% | 0.011% | |
| 7/18/2025 | Marino Stram & Associates LLC | 23,842 | $1.21M | 0.2% | +62.0% | 0.004% | |
| 7/18/2025 | Forza Wealth Management LLC | 140,538 | $7.12M | 2.9% | +7.1% | 0.022% | |
| 7/18/2025 | Childress Capital Advisors LLC | 19,822 | $1.01M | 0.3% | -30.9% | 0.003% | |
| 7/18/2025 | PFG Investments LLC | 56,932 | $2.89M | 0.2% | +8.9% | 0.009% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 24,784 | $1.26M | 0.2% | N/A | 0.004% | |
| 7/18/2025 | TABR Capital Management LLC | 5,930 | $301K | 0.3% | N/A | 0.001% | |
| 7/18/2025 | Brueske Advisory Services LLC | 17,129 | $868K | 0.6% | +9.3% | 0.003% | |
| 7/18/2025 | Cooper Financial Group | 402,206 | $20.38M | 2.4% | -2.7% | 0.063% | |
| 7/18/2025 | Truist Financial Corp | 272,875 | $13.83M | 0.0% | +14.0% | 0.043% | |
| 7/18/2025 | Parkside Investments LLC | 297,687 | $15.09M | 2.0% | -18.9% | 0.047% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 41,408 | $2.10M | 0.7% | +6.9% | 0.007% | |
| 7/17/2025 | MBA Advisors LLC | 65,861 | $3.34M | 1.5% | +7.0% | 0.010% | |
| 7/17/2025 | Emerald Advisors LLC | 7,608 | $386K | 0.0% | -21.7% | 0.001% | |
| 7/17/2025 | Eagle Bluffs Wealth Management LLC | 56,708 | $2.87M | 1.4% | -3.7% | 0.009% | |
| 7/17/2025 | Legacy Wealth Management Inc | 1,478,317 | $74.92M | 4.7% | +2.2% | 0.233% | |
| 7/17/2025 | Park Place Capital Corp | 18,003 | $909K | 0.2% | N/A | 0.003% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 1,245 | $63K | 0.0% | -82.0% | 0.000% | |
| 7/17/2025 | Sterling Investment Advisors Ltd. | 11,350 | $575K | 0.1% | -8.8% | 0.002% | |
| 7/17/2025 | Asio Capital LLC | 35,000 | $1.77M | 0.3% | N/A | 0.006% | |
| 7/17/2025 | LexAurum Advisors LLC | 569,580 | $28.87M | 4.6% | +85.9% | 0.090% | |
| 7/17/2025 | HB Wealth Management LLC | 8,888,716 | $450.48M | 3.6% | +4.0% | 1.400% | |
| 7/17/2025 | Nicholson Meyer Capital Management Inc. | 71,331 | $3.62M | 3.1% | +4.1% | 0.011% | |
| 7/17/2025 | Smith Anglin Financial LLC | 15,011 | $761K | 0.1% | -21.6% | 0.002% | |
| 7/17/2025 | Archford Capital Strategies LLC | 122,375 | $6.20M | 0.8% | +0.8% | 0.019% | |
| 7/17/2025 | Enclave Advisors LLC | 222,075 | $11.26M | 1.8% | +58.3% | 0.035% | |
| 7/17/2025 | Greenbush Financial Group LLC | 62,599 | $3.17M | 1.4% | +3.6% | 0.010% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,162 | $59K | 0.0% | +54.9% | 0.000% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 674,498 | $34.18M | 7.3% | +36.1% | 0.106% | |
| 7/17/2025 | Stone Summit Wealth LLC | 67,801 | $3.44M | 1.1% | +56.8% | 0.011% | |
| 7/17/2025 | Keystone Global Partners LLC | 1,807 | $92K | 0.1% | -11.3% | 0.000% | |
| 7/17/2025 | Clear Point Advisors Inc. | 64,613 | $3.28M | 2.8% | +3.1% | 0.010% | |
| 7/17/2025 | BayBridge Capital Group LLC | 61,184 | $3.10M | 2.0% | -2.3% | 0.010% | |
| 7/17/2025 | Chatham Capital Group Inc. | 164,054 | $8.31M | 1.3% | -21.5% | 0.026% | |
| 7/17/2025 | Sage Rhino Capital LLC | 53,579 | $2.72M | 0.6% | -15.5% | 0.008% | |
| 7/17/2025 | Crane Advisory LLC | 1,421,212 | $71.83M | 11.9% | +54.8% | 0.224% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 4,114 | $208K | 0.1% | N/A | 0.001% | |
| 7/17/2025 | LVW Advisors LLC | 13,366 | $677K | 0.1% | N/A | 0.002% | |
| 7/16/2025 | Cahaba Wealth Management Inc. | 334,126 | $16.93M | 1.3% | -0.6% | 0.053% | |
| 7/16/2025 | Independent Wealth Network Inc. | 165,004 | $8.36M | 3.0% | -9.9% | 0.026% | |
| 7/16/2025 | John W. Brooker & Co. CPAs | 76,875 | $3.88M | 9.1% | -79.4% | 0.012% | |
| 7/16/2025 | ORG Wealth Partners LLC | 90,486 | $4.57M | 1.2% | -13.9% | 0.014% | |
| 7/16/2025 | Encompass Wealth Advisors LLC | 213,243 | $10.81M | 4.0% | -0.9% | 0.034% | |
| 7/16/2025 | Signaturefd LLC | 757,505 | $38.39M | 0.7% | -30.4% | 0.119% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 123,600 | $6.26M | 1.9% | -0.6% | 0.019% | |
| 7/16/2025 | Highline Wealth Partners LLC | 444,430 | $22.52M | 6.7% | +33.1% | 0.070% | |
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| 7/16/2025 | Kendall Capital Management | 193,866 | $9.83M | 2.6% | +6.0% | 0.031% | |
| 7/16/2025 | Old Port Advisors | 48,876 | $2.48M | 0.7% | -2.7% | 0.008% | |
| 7/16/2025 | Kathmere Capital Management LLC | 3,959 | $201K | 0.0% | -5.3% | 0.001% | |
| 7/16/2025 | Investment Partners Asset Management Inc. | 13,491 | $684K | 0.5% | +5.0% | 0.002% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 98,528 | $4.99M | 6.2% | +3.2% | 0.016% | |
| 7/16/2025 | BOS Asset Management LLC | 107,993 | $5.47M | 1.7% | +6.4% | 0.017% | |
| 7/16/2025 | Novem Group | 70,832 | $3.59M | 0.5% | +2.4% | 0.011% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 15,384 | $780K | 0.1% | +3.9% | 0.002% | |
| 7/16/2025 | Five Oceans Advisors | 9,956 | $505K | 0.2% | +4.6% | 0.002% | |
| 7/16/2025 | Cambridge Advisors Inc. | 44,863 | $2.27M | 0.5% | -0.8% | 0.007% | |
