| 7/25/2025 | Atria Wealth Solutions Inc. | 3,774 | $502K | 0.0% | -95.4% | 0.008% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,857 | $2.11M | 0.0% | -15.3% | 0.035% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 3,064 | $408K | 0.0% | +16.0% | 0.007% | |
| 7/25/2025 | Lion Street Advisors LLC | 4,590 | $611K | 0.2% | -25.0% | 0.010% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 16,404 | $2.18M | 0.3% | -3.1% | 0.036% | |
| 7/25/2025 | Ellis Investment Partners LLC | 5,084 | $676K | 0.1% | -3.5% | 0.011% | |
| 7/25/2025 | Transcendent Capital Group LLC | 4,696 | $625K | 0.3% | +96.4% | 0.010% | |
| 7/25/2025 | Tranquility Partners LLC | 1,506 | $200K | 0.1% | N/A | 0.003% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 50,809 | $6.76M | 0.1% | +10.2% | 0.112% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 5,688 | $757K | 0.0% | +1.5% | 0.013% | |
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| 7/25/2025 | Apollon Financial LLC | 2,000 | $266K | 0.1% | -11.1% | 0.004% | |
| 7/25/2025 | Apollon Wealth Management LLC | 5,227 | $695K | 0.0% | -18.6% | 0.012% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 308 | $41K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | JNBA Financial Advisors | 7,539 | $1.00M | 0.1% | -1.6% | 0.017% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 53,800 | $7.16M | 0.5% | +2.5% | 0.119% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 10,962 | $1.46M | 0.1% | -7.8% | 0.024% | |
| 7/24/2025 | Callan Family Office LLC | 4,414 | $587K | 0.0% | +12.2% | 0.010% | |
| 7/24/2025 | Blair William & Co. IL | 10,641 | $1.42M | 0.0% | -3.3% | 0.024% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 589 | $78K | 0.0% | +51.0% | 0.001% | |
| 7/24/2025 | True Link Financial Advisors LLC | 2,912 | $387K | 0.0% | -39.5% | 0.006% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 69,288 | $9.22M | 1.1% | -0.8% | 0.153% | |
| 7/24/2025 | MSH Capital Advisors LLC | 19,476 | $2.59M | 0.7% | -1.3% | 0.043% | |
| 7/24/2025 | US Bancorp DE | 73,694 | $9.80M | 0.0% | -10.5% | 0.163% | |
| 7/23/2025 | Armstrong Fleming & Moore Inc | 1,505 | $200K | 0.1% | N/A | 0.003% | |
| 7/23/2025 | First Merchants Corp | 16,165 | $2.15M | 0.1% | -3.6% | 0.036% | |
| 7/23/2025 | NBT Bank N A NY | 47,017 | $6.26M | 0.4% | +2.1% | 0.104% | |
| 7/23/2025 | Slow Capital Inc. | 1,691 | $225K | 0.0% | -30.5% | 0.004% | |
| 7/23/2025 | KPP Advisory Services LLC | 2,811 | $374K | 0.1% | -11.0% | 0.006% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 13,098 | $1.74M | 0.0% | -36.1% | 0.029% | |
| 7/22/2025 | Belpointe Asset Management LLC | 71,204 | $9.47M | 0.4% | N/A | 0.158% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 1,569 | $209K | 0.0% | N/A | 0.003% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 5,313 | $707K | 0.0% | +6.3% | 0.012% | |
| 7/22/2025 | DAVENPORT & Co LLC | 6,422 | $854K | 0.0% | -1.2% | 0.014% | |
| 7/22/2025 | Legacy Trust | 5,805 | $772K | 0.2% | -1.6% | 0.013% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 8,001 | $1.06M | 0.0% | +1.2% | 0.018% | |
| 7/22/2025 | Willner & Heller LLC | 8,978 | $1.19M | 1.0% | -1.8% | 0.020% | |
| 7/21/2025 | QRG Capital Management Inc. | 1,520 | $202K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Segment Wealth Management LLC | 1,600 | $213K | 0.0% | N/A | 0.004% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,049 | $406K | 0.0% | -21.5% | 0.007% | |
| 7/21/2025 | Sovereign Investment Advisors LLC | 11,590 | $1.54M | 0.4% | +1.3% | 0.026% | |
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| 7/21/2025 | Synergy Asset Management LLC | 1,571 | $209K | 0.0% | N/A | 0.003% | |
| 7/21/2025 | Pacific Financial Group Inc. | 13,345 | $1.78M | 1.4% | -15.6% | 0.030% | |
| 7/21/2025 | Hilltop National Bank | 500 | $67K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Matauro LLC | 6,865 | $913K | 0.2% | -44.4% | 0.015% | |
| 7/18/2025 | Vicus Capital | 24,383 | $3.24M | 0.3% | +7.7% | 0.054% | |
| 7/18/2025 | Pure Financial Advisors LLC | 3,067 | $408K | 0.0% | +40.0% | 0.007% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 49,788 | $6.62M | 0.7% | -12.7% | 0.110% | |
| 7/18/2025 | Truist Financial Corp | 133,631 | $17.78M | 0.0% | +6.4% | 0.295% | |
| 7/18/2025 | First United Bank & Trust | 550 | $73K | 0.0% | -17.9% | 0.001% | |
| 7/17/2025 | Park Place Capital Corp | 9,411 | $1.26M | 0.3% | -3.9% | 0.021% | |
| 7/17/2025 | Greenleaf Trust | 30,630 | $4.08M | 0.0% | -1.2% | 0.068% | |
| 7/17/2025 | Capital Investment Advisors LLC | 2,314 | $308K | 0.0% | -3.7% | 0.005% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 2,279 | $303K | 0.0% | +25.1% | 0.005% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 27,804 | $3.70M | 0.0% | +0.3% | 0.061% | |
| 7/17/2025 | Smith Anglin Financial LLC | 20,140 | $2.68M | 0.2% | -0.7% | 0.044% | |
| 7/17/2025 | Fifth Third Securities Inc. | 7,511 | $999K | 0.1% | +5.1% | 0.017% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 4,097 | $545K | 0.0% | +95.4% | 0.009% | |
| 7/17/2025 | Alpine Bank Wealth Management | 1,422 | $189K | 0.0% | -12.3% | 0.003% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 30,063 | $4M | 0.9% | N/A | 0.066% | |
| 7/17/2025 | Beacon Capital Management LLC | 271 | $36K | 0.0% | +803.3% | 0.001% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 5,897 | $785K | 0.1% | -13.8% | 0.013% | |
| 7/17/2025 | Avior Wealth Management LLC | 2,084 | $277K | 0.0% | +10.6% | 0.005% | |
| 7/17/2025 | Neumann Capital Management LLC | 28,560 | $3.80M | 1.2% | +3.1% | 0.063% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 1,589 | $211K | 0.1% | N/A | 0.004% | |
| 7/16/2025 | Paragon Capital Management Ltd | 1,959 | $261K | 0.0% | -13.5% | 0.004% | |
| 7/16/2025 | Kendall Capital Management | 5,316 | $707K | 0.2% | +29.9% | 0.012% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 28,606 | $3.81M | 0.5% | -2.6% | 0.063% | |
| 7/16/2025 | Falcon Wealth Planning | 154,244 | $20.52M | 2.1% | -0.8% | 0.340% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 1,895 | $252K | 0.1% | -4.7% | 0.004% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 232,439 | $30.92M | 2.2% | -4.0% | 0.513% | |
| 7/16/2025 | Meridian Financial LLC | 4,489 | $597K | 0.4% | +2.1% | 0.010% | |
| 7/16/2025 | Newton One Investments LLC | 57,471 | $7.65M | 2.4% | -0.3% | 0.127% | |
| 7/15/2025 | Total Wealth Planning LLC | 24,148 | $3.21M | 0.4% | +551.4% | 0.053% | |
| 7/15/2025 | TD Private Client Wealth LLC | 20,435 | $2.72M | 0.1% | -2.6% | 0.045% | |
| 7/15/2025 | Mather Group LLC. | 8,201 | $1.09M | 0.0% | +8.9% | 0.018% | |
| 7/15/2025 | Axis Wealth Partners LLC | 2,659 | $354K | 0.2% | N/A | 0.006% | |
| 7/15/2025 | Fifth Third Bancorp | 61,125 | $8.13M | 0.0% | -5.3% | 0.135% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 28,934 | $3.85M | 1.2% | -18.8% | 0.064% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 99,464 | $13.23M | 1.7% | -2.3% | 0.219% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 6,434 | $856K | 0.4% | +1.7% | 0.014% | |
| 7/15/2025 | Bfsg LLC | 23,249 | $3.09M | 0.3% | +0.6% | 0.051% | |
| 7/14/2025 | Baring Financial LLC | 19,652 | $2.61M | 2.0% | +7.1% | 0.043% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,222 | $296K | 0.0% | -7.0% | 0.005% | |
| 7/14/2025 | Clayton Financial Group LLC | 44,456 | $5.91M | 7.0% | -7.1% | 0.098% | |
| 7/14/2025 | Park Avenue Securities LLC | 12,175 | $1.62M | 0.0% | +26.7% | 0.027% | |
| 7/14/2025 | Sowell Financial Services LLC | 31,197 | $4.15M | 0.2% | +4.1% | 0.069% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 3,859 | $513K | 0.3% | -26.4% | 0.009% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,443 | $591K | 0.0% | -1.9% | 0.010% | |
| 7/11/2025 | UMB Bank n.a. | 53,678 | $7.14M | 0.1% | -7.1% | 0.118% | |
| 7/11/2025 | Thomasville National Bank | 15,000 | $2.00M | 0.1% | -2.4% | 0.033% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,614 | $5.95M | 0.0% | -12.1% | 0.096% | |
| 7/10/2025 | Compton Wealth Advisory Group LLC | 2,255 | $300K | 0.1% | +22.2% | 0.005% | |
| 7/10/2025 | Financial Management Network Inc. | 6,825 | $931K | 0.2% | +1.8% | 0.015% | |
| 7/9/2025 | Procyon Advisors LLC | 2,288 | $304K | 0.0% | N/A | 0.005% | |
| 7/8/2025 | Rise Advisors LLC | 211 | $28K | 0.0% | -42.5% | 0.000% | |
| 7/8/2025 | Atlas Brown Inc. | 2,583 | $344K | 0.1% | -2.9% | 0.006% | |
| 7/8/2025 | 21 West Wealth Management LLC | 2,432 | $324K | 0.3% | N/A | 0.005% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 168,370 | $22.40M | 2.3% | +1.4% | 0.370% | |
| 7/8/2025 | Parallel Advisors LLC | 15,366 | $2.04M | 0.0% | +8.3% | 0.034% | |
| 7/7/2025 | First Citizens Financial Corp | 32,867 | $4.37M | 2.4% | +0.4% | 0.072% | |
