| 7/25/2025 | Atria Wealth Solutions Inc. | 2,479 | $272K | 0.0% | N/A | 0.003% | |
| 7/25/2025 | Concord Asset Management LLC VA | 2,341 | $257K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Stephens Consulting LLC | 48,151 | $5.28M | 1.3% | -2.3% | 0.049% | |
| 7/25/2025 | Gordian Advisors LLC | 4,378 | $480K | 0.3% | +4.5% | 0.004% | |
| 7/25/2025 | Joel Adams & Associates Inc. | 9,014 | $988K | 0.9% | +130.9% | 0.009% | |
| 7/25/2025 | Libra Wealth LLC | 56,836 | $6.23M | 2.0% | -5.2% | 0.058% | |
| 7/25/2025 | CWM LLC | 3,944 | $432K | 0.0% | -33.8% | 0.004% | |
| 7/25/2025 | Strategic Point Investment Advisors LLC | 24,080 | $2.64M | 0.4% | +45.4% | 0.025% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 4,949 | $543K | 0.1% | -2.3% | 0.005% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 2,178 | $239K | 0.1% | N/A | 0.002% | |
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| 7/25/2025 | Natural Investments LLC | 2,541 | $278K | 0.1% | +6.2% | 0.003% | |
| 7/24/2025 | Financial Connections Group Inc. | 172,838 | $18.95M | 7.8% | +3.8% | 0.177% | |
| 7/24/2025 | JNBA Financial Advisors | 6,605 | $724K | 0.1% | +5.3% | 0.007% | |
| 7/24/2025 | Blue Zone Wealth Advisors LLC | 2,883 | $316K | 0.1% | N/A | 0.003% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 47,128 | $5.17M | 0.5% | -3.9% | 0.048% | |
| 7/24/2025 | Antonelli Financial Advisors LLC | 2,956 | $324K | 0.2% | +3.9% | 0.003% | |
| 7/24/2025 | Blair William & Co. IL | 39,321 | $4.31M | 0.0% | -33.4% | 0.040% | |
| 7/24/2025 | Leo Wealth LLC | 678,646 | $74.47M | 5.8% | +78.9% | 0.696% | |
| 7/24/2025 | MSH Capital Advisors LLC | 3,530 | $387K | 0.1% | +7.5% | 0.004% | |
| 7/24/2025 | US Bancorp DE | 28,240 | $3.10M | 0.0% | +364.6% | 0.029% | |
| 7/23/2025 | InTrack Investment Management Inc | 3,385 | $371K | 0.2% | -38.0% | 0.003% | |
| 7/23/2025 | Values Added Financial LLC | 14,979 | $1.64M | 0.8% | -12.5% | 0.015% | |
| 7/23/2025 | Ignite Planners LLC | 3,032 | $337K | 0.0% | N/A | 0.003% | |
| 7/23/2025 | Dohj LLC | 10,578 | $1.16M | 0.3% | -93.1% | 0.011% | |
| 7/23/2025 | Valmark Advisers Inc. | 28,156 | $3.09M | 0.0% | +73.8% | 0.029% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 21,489 | $2.36M | 0.4% | +5.1% | 0.022% | |
| 7/23/2025 | Proffitt & Goodson Inc. | 21,295 | $2.34M | 0.4% | +2.9% | 0.022% | |
| 7/23/2025 | TPG Financial Advisors LLC | 6,412 | $703K | 0.3% | -25.4% | 0.007% | |
| 7/23/2025 | Canopy Partners LLC | 2,474 | $271K | 0.1% | -70.1% | 0.003% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 2,793 | $306K | 0.0% | -61.0% | 0.003% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 65,602 | $7.19M | 0.8% | -3.8% | 0.067% | |
| 7/22/2025 | Gemmer Asset Management LLC | 155,837 | $17.09M | 1.5% | +7.0% | 0.160% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 426 | $47K | 0.0% | -73.9% | 0.000% | |
| 7/22/2025 | OLD National Bancorp IN | 6,482 | $711K | 0.0% | N/A | 0.007% | |
| 7/22/2025 | Clarius Group LLC | 5,428 | $595K | 0.0% | N/A | 0.006% | |
| 7/22/2025 | Stanich Group LLC | 489,308 | $54.13M | 48.5% | -9.8% | 0.502% | |
| 7/22/2025 | Apexium Financial LP | 56,872 | $6.24M | 0.3% | -3.9% | 0.058% | |
| 7/21/2025 | Quent Capital LLC | 2,486 | $273K | 0.0% | -6.7% | 0.003% | |
| 7/21/2025 | Family CFO Inc | 9,817 | $1.08M | 0.5% | +1.5% | 0.010% | |
| 7/21/2025 | Warner Financial Inc. | 2,089 | $229K | 0.1% | N/A | 0.002% | |
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| 7/21/2025 | West Financial Advisors LLC | 20,029 | $2.20M | 0.4% | +2.8% | 0.021% | |
| 7/21/2025 | Sageworth Trust Co | 35,914 | $3.94M | 0.2% | +5.1% | 0.037% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 1,987 | $218K | 0.1% | N/A | 0.002% | |
| 7/18/2025 | BSW Wealth Partners | 69,182 | $7.59M | 1.0% | +23.3% | 0.071% | |
| 7/18/2025 | TruNorth Capital Management LLC | 1,031 | $113K | 0.0% | -35.8% | 0.001% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 428 | $47K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Trust Co. of Vermont | 1,569 | $172K | 0.0% | +74.3% | 0.002% | |
| 7/18/2025 | Marino Stram & Associates LLC | 13,150 | $1.44M | 0.3% | -2.8% | 0.013% | |
| 7/18/2025 | PFG Investments LLC | 33,918 | $3.72M | 0.2% | +29.0% | 0.035% | |
| 7/18/2025 | Truist Financial Corp | 20,228 | $2.22M | 0.0% | -1.4% | 0.021% | |
| 7/17/2025 | LifeGuide Financial Advisors LLC | 143,686 | $15.75M | 5.8% | -2.7% | 0.147% | |
| 7/17/2025 | Mokosak Advisory Group LLC | 4,931 | $541K | 0.2% | -1.8% | 0.005% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 4,530 | $497K | 0.0% | -50.8% | 0.005% | |
| 7/17/2025 | Capital Investment Advisors LLC | 8,898 | $976K | 0.0% | -1.1% | 0.009% | |
| 7/17/2025 | LexAurum Advisors LLC | 6,637 | $728K | 0.1% | +6.3% | 0.007% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 9,954 | $1.09M | 0.0% | +7.1% | 0.010% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 1,957 | $215K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 221,254 | $24.26M | 3.2% | +1.2% | 0.227% | |
| 7/17/2025 | Sound Income Strategies LLC | 800 | $88K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Norris Perne & French LLP MI | 1,950 | $214K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Symmetry Partners LLC | 6,623 | $726K | 0.1% | -17.7% | 0.007% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 16,540 | $1.81M | 0.2% | -4.2% | 0.017% | |
| 7/17/2025 | SFM LLC | 9,395 | $1.03M | 0.7% | +2.8% | 0.010% | |
| 7/16/2025 | Paragon Capital Management Ltd | 35,131 | $3.85M | 0.7% | +9.6% | 0.036% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 59,739 | $6.55M | 0.3% | +0.9% | 0.061% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 1,963 | $215K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Wealth Group Ltd | 26,031 | $2.85M | 0.7% | -7.6% | 0.027% | |
| 7/16/2025 | Dakota Wealth Management | 3,007 | $330K | 0.0% | +20.0% | 0.003% | |
| 7/16/2025 | Perigon Wealth Management LLC | 20,802 | $2.28M | 0.1% | +22.7% | 0.021% | |
| 7/15/2025 | Atmos Advisory LLC | 24,929 | $2.73M | 1.7% | -38.8% | 0.026% | |
| 7/15/2025 | Regatta Capital Group LLC | 147,407 | $16.16M | 2.8% | +4.1% | 0.151% | |
| 7/15/2025 | Mather Group LLC. | 267,797 | $29.36M | 0.3% | +8.5% | 0.275% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 3,270 | $359K | 0.0% | N/A | 0.003% | |
| 7/15/2025 | Farrell Financial LLC | 89,403 | $9.80M | 6.6% | +0.4% | 0.092% | |
| 7/15/2025 | CGN Advisors LLC | 18,700 | $2.05M | 0.2% | -20.2% | 0.019% | |
| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 15,673 | $1.72M | 0.3% | -9.7% | 0.016% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,007 | $110K | 0.0% | +125.3% | 0.001% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 3,879 | $425K | 0.0% | +15.3% | 0.004% | |
| 7/14/2025 | Northland Capital Management LLC | 18,453 | $2.02M | 1.2% | +21.1% | 0.019% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 334,170 | $36.64M | 17.5% | -1.1% | 0.343% | |
| 7/14/2025 | Sowell Financial Services LLC | 2,866 | $314K | 0.0% | -5.1% | 0.003% | |
| 7/11/2025 | Westfuller Advisors LLC | 75,938 | $8.33M | 4.7% | -23.6% | 0.078% | |
| 7/11/2025 | Skyline Advisors Inc. | 17,876 | $1.96M | 0.7% | -6.9% | 0.018% | |
| 7/11/2025 | Scott Capital Advisors LLC | 11,940 | $1.32M | 0.4% | +7.1% | 0.012% | |
| 7/11/2025 | Compass Ion Advisors LLC | 4,493 | $493K | 0.1% | -29.3% | 0.005% | |
| 7/11/2025 | Mallini Complete Financial Planning LLC | 29,353 | $3.22M | 2.8% | +8.6% | 0.030% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,193 | $1.34M | 0.0% | +7.7% | 0.013% | |
| 7/11/2025 | LongView Wealth Management | 1,932 | $212K | 0.1% | N/A | 0.002% | |
| 7/11/2025 | Bell Bank | 13,664 | $1.50M | 0.1% | -2.2% | 0.014% | |
| 7/10/2025 | Orgel Wealth Management LLC | 127,969 | $14.03M | 0.3% | -7.1% | 0.131% | |
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| 7/10/2025 | Charter Oak Capital Management LLC | 54,393 | $5.96M | 0.5% | +1.7% | 0.056% | |
| 7/10/2025 | IMPACTfolio LLC | 495,602 | $54.34M | 25.8% | +5.7% | 0.509% | |
| 7/10/2025 | Selective Wealth Management Inc. | 14,985 | $1.66M | 0.6% | +22.0% | 0.015% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,348 | $2.93M | 0.0% | +22.5% | 0.027% | |
| 7/10/2025 | Wedmont Private Capital | 18,382 | $2.04M | 0.1% | +10.8% | 0.019% | |
| 7/10/2025 | Brooklyn FI LLC | 30,444 | $3.34M | 0.9% | +13.3% | 0.031% | |
| 7/9/2025 | Towerpoint Wealth LLC | 5,639 | $618K | 0.3% | +2.2% | 0.006% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 28,183 | $3.09M | 0.5% | -2.3% | 0.029% | |
| 7/9/2025 | Post Resch Tallon Group Inc. | 2,051 | $225K | 0.2% | -5.7% | 0.002% | |
| 7/9/2025 | Fiduciary Alliance LLC | 1,982 | $217K | 0.0% | N/A | 0.002% | |
