| 10/23/2025 | Sound Financial Strategies Group LLC | 5,610 | $1.09M | 0.8% | +10,100.0% | 0.002% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 4,911 | $955K | 1.0% | -7.3% | 0.002% | |
| 10/23/2025 | Apex Wealth Management LLC | 1,834 | $357K | 0.3% | -6.6% | 0.001% | |
| 10/23/2025 | Invested Advisors | 1,563 | $280K | 0.4% | N/A | 0.001% | |
| 10/23/2025 | Steigerwald Gordon & Koch Inc. | 950 | $185K | 0.0% | N/A | 0.000% | |
| 10/23/2025 | Ferguson Wellman Capital Management Inc. | 3,103 | $604K | 0.0% | +5.5% | 0.001% | |
| 10/23/2025 | Clear Harbor Asset Management LLC | 10,220 | $1.99M | 0.1% | +14.7% | 0.004% | |
| 10/23/2025 | Beaumont Financial Advisors LLC | 2,492 | $485K | 0.0% | +2.7% | 0.001% | |
| 10/23/2025 | Vision Capital Management Inc. | 8,550 | $1.66M | 0.2% | -9.8% | 0.003% | |
| 10/23/2025 | Kingswood Wealth Advisors LLC | 11,912 | $2.32M | 0.1% | +20.4% | 0.004% | |
|
| 10/23/2025 | Foundry Financial Group Inc. | 21,721 | $4.23M | 2.2% | -67.9% | 0.007% | |
| 10/23/2025 | Venturi Wealth Management LLC | 19,138 | $3.72M | 0.2% | +11.4% | 0.007% | |
| 10/23/2025 | Benjamin Edwards Inc. | 17,831 | $3.47M | 0.0% | -7.9% | 0.006% | |
| 10/23/2025 | ShoreHaven Wealth Partners LLC | 64,399 | $12.53M | 4.6% | -15.7% | 0.022% | |
| 10/23/2025 | Ethos Financial Group LLC | 21,464 | $4.18M | 0.3% | -26.5% | 0.007% | |
| 10/23/2025 | SG Americas Securities LLC | 5,904 | $1.15M | 0.0% | -63.7% | 0.002% | |
| 10/23/2025 | HB Wealth Management LLC | 18,196 | $3.54M | 0.0% | +256.4% | 0.006% | |
| 10/23/2025 | Howard Financial Services LTD. | 505,170 | $98.26M | 12.0% | +1.7% | 0.174% | |
| 10/23/2025 | Spire Wealth Management | 50,735 | $9.87M | 0.3% | -2.4% | 0.017% | |
| 10/23/2025 | CX Institutional | 1,127 | $219K | 0.0% | +452.5% | 0.000% | |
| 10/23/2025 | Strategic Blueprint LLC | 186,018 | $36.18M | 1.6% | -2.8% | 0.064% | |
| 10/23/2025 | Etesian Wealth Advisors Inc. | 5,803 | $1.13M | 0.4% | +24.8% | 0.002% | |
| 10/23/2025 | Park Avenue Securities LLC | 1,983,749 | $385.84M | 3.0% | -19.5% | 0.684% | |
| 10/23/2025 | Asset Advisors Investment Management LLC | 53,263 | $10.36M | 1.0% | +2.8% | 0.018% | |
| 10/23/2025 | Integral Investment Advisors Inc. | 3,217 | $626K | 0.2% | -3.4% | 0.001% | |
| 10/22/2025 | MassMutual Private Wealth & Trust FSB | 2,091 | $407K | 0.0% | +35.2% | 0.001% | |
| 10/22/2025 | Avalon Capital Management | 14,760 | $2.87M | 0.7% | -49.7% | 0.005% | |
| 10/22/2025 | Cerity Partners LLC | 3,709,017 | $721.24M | 1.2% | -1.2% | 1.279% | |
| 10/22/2025 | Galvin Gaustad & Stein LLC | 1,969 | $383K | 0.0% | -6.0% | 0.001% | |
| 10/22/2025 | Cardinal Strategic Wealth Guidance | 213,417 | $41.51M | 11.2% | -0.9% | 0.074% | |
| 10/22/2025 | Ackerman Capital Advisors LLC | 7,427 | $1.45M | 0.3% | -1.9% | 0.003% | |
| 10/22/2025 | CoreCap Advisors LLC | 48,374 | $9.41M | 0.3% | -2.1% | 0.017% | |
| 10/22/2025 | BCS Wealth Management | 1,612 | $314K | 0.1% | -11.7% | 0.001% | |
| 10/22/2025 | Abundance Wealth Counselors | 5,998 | $1.17M | 0.2% | -0.9% | 0.002% | |
| 10/22/2025 | Kathmere Capital Management LLC | 223,038 | $43.38M | 3.1% | +1.4% | 0.077% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 65,577 | $12.76M | 0.5% | +0.5% | 0.023% | |
| 10/22/2025 | Greenleaf Trust | 13,745 | $2.67M | 0.0% | -9.7% | 0.005% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 21,028 | $4.09M | 0.1% | -2.2% | 0.007% | |
| 10/22/2025 | Yoder Wealth Management Inc. | 41,775 | $8.08M | 3.8% | -6.6% | 0.014% | |
| 10/22/2025 | Milestone Asset Management Group LLC | 1,643 | $320K | 0.2% | +5.5% | 0.001% | |
|
| 10/22/2025 | Blue Bell Private Wealth Management LLC | 1,713 | $333K | 0.1% | +7.3% | 0.001% | |
| 10/22/2025 | Gries Financial LLC | 144,451 | $28.10M | 4.4% | +2.4% | 0.050% | |
| 10/22/2025 | Almanack Investment Partners LLC. | 13,062 | $2.54M | 0.4% | +0.4% | 0.005% | |
| 10/22/2025 | Worth Financial Advisory Group LLC | 25,517 | $4.96M | 2.8% | -0.2% | 0.009% | |
| 10/22/2025 | RHS Financial LLC | 4,309 | $838K | 0.4% | -13.8% | 0.001% | |
| 10/22/2025 | Keystone Wealth Services LLC | 15,576 | $3.03M | 0.7% | -48.4% | 0.005% | |
| 10/22/2025 | Riverchase Wealth Management LLC | 6,119 | $1.19M | 0.7% | -8.9% | 0.002% | |
| 10/22/2025 | Royal Harbor Partners LLC | 44,852 | $8.72M | 3.0% | +2.1% | 0.015% | |
| 10/22/2025 | Capital Advantage Inc. | 34,871 | $6.78M | 1.0% | +6.5% | 0.012% | |
| 10/22/2025 | D.A. Davidson & CO. | 584,713 | $113.73M | 0.7% | +5.8% | 0.202% | |
| 10/22/2025 | Ellis Investment Partners LLC | 10,752 | $2.09M | 0.4% | -2.9% | 0.004% | |
| 10/22/2025 | Oregon Pacific Wealth Management LLC | 4,133 | $804K | 0.7% | +38.3% | 0.001% | |
| 10/22/2025 | Park Place Capital Corp | 507 | $99K | 0.0% | -20.4% | 0.000% | |
| 10/22/2025 | Crown Wealth Group LLC | 53,681 | $10.44M | 3.1% | -11.8% | 0.019% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 1,629,012 | $316.84M | 0.4% | -17.9% | 0.562% | |
| 10/22/2025 | Leslie Global Wealth LLC | 28,376 | $5.52M | 2.6% | -12.6% | 0.010% | |
| 10/22/2025 | Semus Wealth Partners LLC | 6,548 | $1.27M | 0.7% | -1.6% | 0.002% | |
| 10/22/2025 | Endeavor Private Wealth Inc. | 46,070 | $8.96M | 2.8% | +0.7% | 0.016% | |
| 10/22/2025 | 4J Wealth Management LLC | 3,607 | $702K | 0.4% | -5.3% | 0.001% | |
| 10/22/2025 | WT Wealth Management | 7,261 | $1.41M | 0.4% | +4.3% | 0.003% | |
| 10/22/2025 | InTrack Investment Management Inc | 5,200 | $1.01M | 0.6% | +7.9% | 0.002% | |
| 10/21/2025 | Pettinga Financial Advisors LLC | 159,796 | $31.08M | 6.1% | -9.3% | 0.055% | |
| 10/21/2025 | Kellett Wealth Advisors LLC | 5,459 | $1.06M | 0.6% | +2.4% | 0.002% | |
| 10/21/2025 | Western Financial Corp CA | 1,629 | $317K | 0.1% | -9.3% | 0.001% | |
| 10/21/2025 | Ascent Wealth Partners LLC | 1,261 | $245K | 0.0% | -40.1% | 0.000% | |
| 10/21/2025 | Global Retirement Partners LLC | 75,913 | $14.77M | 0.3% | -4.0% | 0.026% | |
| 10/21/2025 | SigFig Wealth Management LLC | 46,473 | $8.99M | 0.3% | -17.6% | 0.016% | |
| 10/21/2025 | CPA Asset Management Group LLC | 1,941 | $378K | 0.1% | -8.4% | 0.001% | |
| 10/21/2025 | Lifelong Wealth Advisors Inc. | 46,910 | $9.12M | 2.7% | +9.8% | 0.016% | |
| 10/21/2025 | apricus wealth LLC | 1,663 | $323K | 0.2% | N/A | 0.001% | |
| 10/21/2025 | Pacific Wealth Management | 26,526 | $5.16M | 2.6% | +15.3% | 0.009% | |
| 10/21/2025 | MN Wealth Advisors LLC | 5,871 | $1.14M | 0.6% | -12.1% | 0.002% | |
| 10/21/2025 | BOS Asset Management LLC | 41,794 | $8.13M | 2.3% | +3.1% | 0.014% | |
| 10/21/2025 | Unique Wealth LLC | 37,573 | $7.31M | 1.1% | +14.6% | 0.013% | |
| 10/21/2025 | Altfest L J & Co. Inc. | 5,504 | $1.07M | 0.1% | -79.0% | 0.002% | |
| 10/21/2025 | Grey Ledge Advisors LLC | 1,574 | $306K | 0.1% | +18.2% | 0.001% | |
| 10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 222,853 | $43.35M | 2.5% | -2.6% | 0.077% | |
| 10/21/2025 | Brookwood Investment Group LLC | 20,426 | $3.97M | 0.5% | -3.6% | 0.007% | |
| 10/21/2025 | SJS Investment Consulting Inc. | 683 | $133K | 0.0% | +464.5% | 0.000% | |
| 10/21/2025 | Summit Wealth Partners LLC | 131,808 | $25.64M | 4.6% | -3.0% | 0.045% | |
| 10/21/2025 | Watershed Private Wealth LLC | 74,264 | $14.44M | 4.6% | -11.3% | 0.026% | |
| 10/21/2025 | Riverbend Wealth Management LLC | 2,409 | $469K | 0.3% | -4.3% | 0.001% | |
| 10/21/2025 | SteelPeak Wealth LLC | 169,304 | $32.93M | 1.1% | -14.1% | 0.058% | |
| 10/21/2025 | Sterling Investment Counsel LLC | 2,400 | $467K | 0.1% | +59.9% | 0.001% | |
| 10/21/2025 | Delta Wealth Advisors LLC | 17,205 | $3.35M | 2.6% | -7.7% | 0.006% | |
| 10/21/2025 | Three Magnolias Financial Advisors LLC | 49,041 | $9.54M | 5.9% | +0.4% | 0.017% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 14,692 | $2.86M | 0.2% | +114.9% | 0.005% | |
| 10/21/2025 | PUREfi Wealth LLC | 4,816 | $937K | 0.7% | -9.0% | 0.002% | |
| 10/21/2025 | Amplius Wealth Advisors LLC | 4,267 | $830K | 0.1% | -56.0% | 0.001% | |
| 10/21/2025 | Goldstein Advisors LLC | 288,064 | $56.03M | 6.8% | -3.6% | 0.099% | |
|
| 10/21/2025 | Global Financial Private Client LLC | 9,976 | $1.94M | 0.7% | -6.7% | 0.003% | |
| 10/21/2025 | CapWealth Advisors LLC | 2,270 | $442K | 0.0% | -6.1% | 0.001% | |
| 10/21/2025 | Investment Planning Advisors Inc. | 2,337 | $455K | 0.1% | -5.7% | 0.001% | |
| 10/21/2025 | Farrell Financial LLC | 19,067 | $3.71M | 2.3% | -2.1% | 0.007% | |
| 10/21/2025 | Strait & Sound Wealth Management LLC | 5,460 | $1.06M | 0.4% | +12.0% | 0.002% | |
| 10/21/2025 | GSG Advisors LLC | 58,331 | $11.42M | 3.0% | -0.7% | 0.020% | |
| 10/21/2025 | Mather Group LLC. | 17,938 | $3.49M | 0.0% | -26.4% | 0.006% | |
| 10/21/2025 | RVW Wealth LLC | 136,159 | $26.48M | 2.1% | -0.3% | 0.047% | |
| 10/20/2025 | Mattern Wealth Management LLC | 8,914 | $1.73M | 0.3% | -6.3% | 0.003% | |
| 10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 281,427 | $54.74M | 4.1% | +0.8% | 0.097% | |