| 7/25/2025 | Atria Wealth Solutions Inc. | 185,593 | $17.87M | 0.4% | +54.6% | 0.084% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,382 | $320K | 0.0% | -78.8% | 0.002% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 52,937 | $5.01M | 2.6% | +27.7% | 0.024% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 7,161 | $678K | 0.0% | -48.3% | 0.003% | |
| 7/25/2025 | MGO One Seven LLC | 21,251 | $2.01M | 0.1% | -48.8% | 0.010% | |
| 7/25/2025 | Presilium Private Wealth LLC | 4,796 | $454K | 0.1% | -80.1% | 0.002% | |
| 7/25/2025 | Dynamic Financial Group | 5,683 | $538K | 0.5% | +12.3% | 0.003% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 545,632 | $51.63M | 0.1% | +5.8% | 0.247% | |
| 7/25/2025 | CWM LLC | 675,733 | $63.95M | 0.2% | -1.6% | 0.306% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 2,886 | $273K | 0.0% | -38.0% | 0.001% | |
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| 7/25/2025 | Hobbs Group Advisors LLC | 5,616 | $531K | 0.2% | -4.5% | 0.003% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 14,806 | $1.40M | 0.3% | -1.5% | 0.007% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 127,763 | $12.09M | 0.2% | +2.8% | 0.058% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 2,494 | $236K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | R. W. Roge & Company Inc. | 9,748 | $922K | 0.5% | +6.0% | 0.004% | |
| 7/25/2025 | Apollon Financial LLC | 10,866 | $1.03M | 0.2% | +53.2% | 0.005% | |
| 7/25/2025 | PrairieView Partners LLC | 68,988 | $6.53M | 0.6% | +9.0% | 0.031% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 11,478 | $1.09M | 0.1% | -4.3% | 0.005% | |
| 7/24/2025 | Blue Trust Inc. | 4,856,346 | $459.56M | 5.4% | +1.6% | 2.193% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 7,515 | $695K | 0.0% | -87.5% | 0.003% | |
| 7/24/2025 | WMG Financial Advisors LLC | 9,865 | $934K | 0.3% | -11.5% | 0.004% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 7,045 | $667K | 0.5% | N/A | 0.003% | |
| 7/24/2025 | Blair William & Co. IL | 1,049,440 | $99.31M | 0.3% | -7.8% | 0.474% | |
| 7/24/2025 | MFA Wealth Services | 23,663 | $2.24M | 1.7% | +2.9% | 0.011% | |
| 7/24/2025 | US Bancorp DE | 47,943 | $4.54M | 0.0% | -1.2% | 0.022% | |
| 7/23/2025 | Columbus Macro LLC | 76,692 | $7.26M | 0.9% | -7.4% | 0.035% | |
| 7/23/2025 | Eagle Strategies LLC | 26,924 | $2.55M | 0.4% | +1.6% | 0.012% | |
| 7/23/2025 | Fortis Advisors LLC | 5,000 | $473K | 0.3% | -49.7% | 0.002% | |
| 7/23/2025 | Valmark Advisers Inc. | 68,898 | $6.52M | 0.1% | +16.5% | 0.031% | |
| 7/23/2025 | Venturi Wealth Management LLC | 414,772 | $39.25M | 1.9% | -65.8% | 0.187% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 7,082 | $670K | 0.1% | +39.4% | 0.003% | |
| 7/23/2025 | Sachetta LLC | 10,653 | $1.01M | 0.4% | -1.1% | 0.005% | |
| 7/23/2025 | Drake & Associates LLC | 283,028 | $26.78M | 6.6% | +4.7% | 0.128% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 5,059 | $479K | 0.0% | -22.3% | 0.002% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 3,338 | $316K | 0.0% | +8.9% | 0.002% | |
| 7/22/2025 | DAVENPORT & Co LLC | 2,228 | $211K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Valpey Financial Services LLC | 30,174 | $2.86M | 2.0% | N/A | 0.014% | |
| 7/22/2025 | Global Assets Advisory LLC | 3,888 | $372K | 0.1% | N/A | 0.002% | |
| 7/22/2025 | Merit Financial Group LLC | 2,288,487 | $216.56M | 2.4% | -5.0% | 1.033% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 144,275 | $13.65M | 1.5% | -2.3% | 0.065% | |
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| 7/22/2025 | Innovative Wealth Building LLC | 7,418 | $702K | 0.6% | -46.4% | 0.003% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 5,042 | $477K | 0.1% | -13.7% | 0.002% | |
| 7/22/2025 | Simplicity Wealth LLC | 4,926 | $466K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 3,014 | $285K | 0.0% | +5.1% | 0.001% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 53,094 | $5.03M | 1.9% | +1.4% | 0.024% | |
| 7/22/2025 | Windward Private Wealth Management Inc. | 39,678 | $3.76M | 1.4% | +18.6% | 0.018% | |
| 7/21/2025 | Quent Capital LLC | 99,878 | $9.45M | 0.9% | -3.4% | 0.045% | |
| 7/21/2025 | Ameriflex Group Inc. | 389 | $37K | 0.0% | -24.3% | 0.000% | |
| 7/21/2025 | ZWJ Investment Counsel Inc. | 25,242 | $2.39M | 0.1% | +1.3% | 0.011% | |
| 7/21/2025 | Financial Council LLC | 91,437 | $8.65M | 4.2% | +0.2% | 0.041% | |
| 7/21/2025 | New Century Financial Group LLC | 3,037 | $287K | 0.3% | +16.4% | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 77,998 | $7.38M | 0.4% | -43.3% | 0.035% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,723 | $542K | 0.0% | +14.2% | 0.003% | |
| 7/21/2025 | 1900 Wealth Management LLC | 14,128 | $1.34M | 0.1% | -3.1% | 0.006% | |
| 7/21/2025 | Matauro LLC | 23,504 | $2.22M | 0.4% | -5.1% | 0.011% | |
| 7/18/2025 | Foundry Financial Group Inc. | 75,774 | $7.17M | 4.1% | +1.5% | 0.034% | |
| 7/18/2025 | Pure Financial Advisors LLC | 9,197 | $870K | 0.0% | +5.7% | 0.004% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 26,689 | $2.53M | 1.1% | +3.0% | 0.012% | |
| 7/18/2025 | Centricity Wealth Management LLC | 25,892 | $2.45M | 2.0% | +1.9% | 0.012% | |
| 7/17/2025 | Greenleaf Trust | 4,003 | $379K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | XML Financial LLC | 5,720 | $541K | 0.0% | +3.2% | 0.003% | |
| 7/17/2025 | Lauterbach Financial Advisors LLC | 3,729 | $353K | 0.2% | +42.4% | 0.002% | |
| 7/17/2025 | Northwest Wealth Management LLC | 9,654 | $914K | 0.2% | -6.5% | 0.004% | |
| 7/17/2025 | HB Wealth Management LLC | 3,132 | $296K | 0.0% | -46.2% | 0.001% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 59,823 | $5.66M | 0.0% | -8.5% | 0.027% | |
| 7/17/2025 | Fifth Third Securities Inc. | 6,013 | $569K | 0.0% | +12.1% | 0.003% | |
| 7/17/2025 | Sound Income Strategies LLC | 3,062 | $290K | 0.0% | +615.4% | 0.001% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 1,295 | $123K | 0.1% | N/A | 0.001% | |
| 7/17/2025 | XY Planning Network Inc. | 22,509 | $2.13M | 0.7% | -1.1% | 0.010% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 2,273 | $215K | 0.1% | -20.0% | 0.001% | |
| 7/16/2025 | Diversified Enterprises LLC | 3,373 | $319K | 0.0% | -5.2% | 0.002% | |
| 7/16/2025 | Signaturefd LLC | 4,483,865 | $424.31M | 7.2% | +0.5% | 2.025% | |
| 7/16/2025 | Augustine Asset Management Inc. | 4,357 | $412K | 0.1% | +14.3% | 0.002% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 6,804 | $644K | 0.0% | +78.9% | 0.003% | |
| 7/16/2025 | Southern Capital Advisors LLC | 281,281 | $26.62M | 13.6% | +2.1% | 0.127% | |
| 7/16/2025 | Falcon Wealth Planning | 2,364 | $224K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Perigon Wealth Management LLC | 50,607 | $4.79M | 0.1% | +2.6% | 0.023% | |
| 7/16/2025 | Motive Wealth Advisors | 76,314 | $7.22M | 3.3% | +3.2% | 0.034% | |
| 7/16/2025 | Ironwood Wealth Management Inc. | 196,976 | $18.85M | 8.9% | -0.1% | 0.089% | |
| 7/15/2025 | North Star Investment Management Corp. | 2,485 | $235K | 0.0% | +249.5% | 0.001% | |
| 7/15/2025 | Verum Partners LLC | 2,134 | $202K | 0.0% | -9.2% | 0.001% | |
| 7/15/2025 | Legacy Solutions LLC | 73,408 | $6.95M | 6.7% | +2.0% | 0.033% | |
| 7/15/2025 | TD Private Client Wealth LLC | 159,729 | $15.12M | 0.4% | -7.9% | 0.072% | |
| 7/15/2025 | Legacy Financial Group LLC | 144,594 | $13.68M | 1.9% | +20.7% | 0.065% | |
| 7/15/2025 | Fifth Third Bancorp | 1,603 | $152K | 0.0% | +50.0% | 0.001% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 72,173 | $6.83M | 2.1% | -36.8% | 0.033% | |
| 7/15/2025 | Boyd Wealth Management LLC | 16,343 | $1.55M | 0.7% | +49.5% | 0.007% | |
| 7/15/2025 | Financial Partners Group Inc | 160,169 | $15.16M | 2.1% | +5.6% | 0.072% | |
| 7/14/2025 | Occidental Asset Management LLC | 8,646 | $818K | 0.1% | -51.3% | 0.004% | |
| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 34,094 | $3.23M | 0.6% | -3.1% | 0.015% | |
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| 7/14/2025 | MFA Wealth Advisors LLC | 138,340 | $13.09M | 3.1% | -3.0% | 0.062% | |
| 7/14/2025 | Golden State Equity Partners | 15,440 | $1.46M | 0.3% | +23.5% | 0.007% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 613,488 | $58.05M | 8.8% | +3.3% | 0.277% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 2,592 | $245K | 0.0% | -7.5% | 0.001% | |
| 7/14/2025 | Flagstar Advisors Inc. | 5,122 | $485K | 0.1% | -9.3% | 0.002% | |
| 7/14/2025 | Toth Financial Advisory Corp | 558 | $53K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,942 | $468K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | Wealth Management Partners LLC | 40,038 | $3.83M | 1.4% | +0.6% | 0.018% | |
| 7/11/2025 | Hilltop Wealth Advisors LLC | 37,626 | $3.56M | 2.0% | +6.7% | 0.017% | |
| 7/11/2025 | Farther Finance Advisors LLC | 19,794 | $1.87M | 0.0% | -6.0% | 0.009% | |
