| 7/23/2025 | Ignite Planners LLC | 89,039 | $4.87M | 0.7% | -1.5% | 0.017% | |
| 7/23/2025 | Fortis Advisors LLC | 6,966 | $379K | 0.2% | +3.5% | 0.001% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 9,948 | $547K | 0.1% | -5.7% | 0.002% | |
| 7/23/2025 | Valmark Advisers Inc. | 18,187 | $989K | 0.0% | -3.0% | 0.004% | |
| 7/23/2025 | Matisse Capital | 4,200 | $228K | 0.1% | N/A | 0.001% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 32,950 | $1.79M | 1.1% | -2.2% | 0.006% | |
| 7/23/2025 | Abel Hall LLC | 17,100 | $930K | 0.4% | N/A | 0.003% | |
| 7/23/2025 | BankPlus Trust Department | 5,692 | $310K | 0.1% | +17.7% | 0.001% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 88,447 | $4.81M | 0.4% | -4.3% | 0.017% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 7,548 | $411K | 0.1% | +83.5% | 0.001% | |
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| 7/23/2025 | Foresight Capital Management Advisors Inc. | 107,707 | $5.86M | 3.4% | +10.3% | 0.021% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 16,100 | $876K | 0.4% | N/A | 0.003% | |
| 7/23/2025 | MADDEN SECURITIES Corp | 377,556 | $20.54M | 6.9% | +1.2% | 0.073% | |
| 7/23/2025 | Country Club Bank | 13,322 | $723K | 0.0% | +57.4% | 0.003% | |
| 7/23/2025 | SteelPeak Wealth LLC | 41,628 | $2.27M | 0.1% | +3.0% | 0.008% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 323,218 | $17.58M | 0.2% | -12.0% | 0.063% | |
| 7/22/2025 | Capital Advisors Inc. OK | 956,848 | $52.05M | 0.9% | +2.3% | 0.186% | |
| 7/22/2025 | Belpointe Asset Management LLC | 98,599 | $5.36M | 0.2% | +18.0% | 0.019% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 31,178 | $1.70M | 0.1% | +5.3% | 0.006% | |
| 7/22/2025 | Appleton Partners Inc. MA | 6,040 | $329K | 0.0% | +28.1% | 0.001% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 38,986 | $2.12M | 2.2% | -5.2% | 0.008% | |
| 7/22/2025 | DAVENPORT & Co LLC | 60,924 | $3.31M | 0.0% | -8.6% | 0.012% | |
| 7/22/2025 | Global Assets Advisory LLC | 38,860 | $2.09M | 0.8% | -58.6% | 0.008% | |
| 7/22/2025 | JSF Financial LLC | 13,616 | $741K | 0.2% | -12.2% | 0.003% | |
| 7/22/2025 | Innovative Wealth Building LLC | 15,536 | $845K | 0.7% | +24.7% | 0.003% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 118,255 | $6.43M | 3.1% | +17.3% | 0.023% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 186,009 | $10.12M | 2.6% | +4.5% | 0.036% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 1,525 | $83K | 0.0% | +134.6% | 0.000% | |
| 7/22/2025 | Brown Miller Wealth Management LLC | 18,647 | $1.01M | 0.3% | +4.8% | 0.004% | |
| 7/22/2025 | MBL Wealth LLC | 154,849 | $8.42M | 0.8% | -31.2% | 0.030% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 120,495 | $6.56M | 0.1% | +15.5% | 0.023% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 91,530 | $4.98M | 2.2% | +7.9% | 0.018% | |
| 7/22/2025 | Berger Financial Group Inc | 3,908 | $213K | 0.0% | -12.0% | 0.001% | |
| 7/22/2025 | Apexium Financial LP | 174,161 | $9.47M | 0.5% | +45.8% | 0.034% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 12,039 | $655K | 0.4% | +2,307.8% | 0.002% | |
| 7/21/2025 | Ameriflex Group Inc. | 7,621 | $413K | 0.2% | -42.5% | 0.001% | |
| 7/21/2025 | Montz Harcus Wealth Management LLC | 4,842 | $263K | 0.1% | N/A | 0.001% | |
| 7/21/2025 | Consilium Wealth Advisory LLC | 16,232 | $883K | 0.4% | +1.6% | 0.003% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 41,928 | $2.28M | 0.1% | -53.4% | 0.008% | |
| 7/21/2025 | HighMark Wealth Management LLC | 4,086 | $222K | 0.1% | +123.9% | 0.001% | |
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| 7/21/2025 | Ashton Thomas Securities LLC | 12,516 | $681K | 0.2% | +44.9% | 0.002% | |
| 7/21/2025 | Ping Capital Management Inc. | 21,700 | $1.18M | 0.3% | N/A | 0.004% | |
| 7/21/2025 | Trinity Legacy Partners LLC | 93,962 | $5.13M | 1.2% | +4.9% | 0.018% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 25,409 | $1.38M | 0.5% | -25.9% | 0.005% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 97,715 | $5.32M | 0.6% | -6.0% | 0.019% | |
| 7/18/2025 | Marks Wealth LLC | 36,204 | $1.97M | 0.6% | +45.0% | 0.007% | |
| 7/18/2025 | Pure Financial Advisors LLC | 25,310 | $1.38M | 0.0% | +133.8% | 0.005% | |
| 7/18/2025 | Consolidated Planning Corp | 28,201 | $1.53M | 0.2% | +1.2% | 0.005% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 134,890 | $7.34M | 3.1% | +25.0% | 0.026% | |
| 7/18/2025 | Trust Co. of Vermont | 700 | $38K | 0.0% | -41.7% | 0.000% | |
| 7/18/2025 | Childress Capital Advisors LLC | 147,639 | $8.03M | 2.0% | -17.7% | 0.029% | |
| 7/18/2025 | PFG Investments LLC | 62,322 | $3.39M | 0.2% | +133.5% | 0.012% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 5,307 | $289K | 0.0% | +31.5% | 0.001% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 29,328 | $1.60M | 0.2% | +179.3% | 0.006% | |
| 7/18/2025 | Requisite Capital Management LLC | 6,996 | $381K | 0.1% | -99.4% | 0.001% | |
| 7/18/2025 | Cooper Financial Group | 18,872 | $1.03M | 0.1% | +2.6% | 0.004% | |
| 7/18/2025 | Truist Financial Corp | 549,804 | $29.91M | 0.0% | -18.6% | 0.107% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 9,694 | $527K | 0.2% | +3.7% | 0.002% | |
| 7/17/2025 | MBA Advisors LLC | 20,953 | $1.14M | 0.5% | +1.6% | 0.004% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,835 | $317K | 0.1% | -14.9% | 0.001% | |
| 7/17/2025 | Eagle Bluffs Wealth Management LLC | 107,473 | $5.85M | 2.8% | +3.0% | 0.021% | |
| 7/17/2025 | Lee Johnson Capital Management LLC | 401,531 | $21.84M | 7.5% | +35.3% | 0.078% | |
| 7/17/2025 | XML Financial LLC | 7,355 | $400K | 0.0% | +22.0% | 0.001% | |
| 7/17/2025 | Capital Investment Advisors LLC | 33,341 | $1.81M | 0.0% | -5.1% | 0.006% | |
| 7/17/2025 | Sterling Investment Advisors Ltd. | 22,994 | $1.25M | 0.3% | +15.7% | 0.004% | |
| 7/17/2025 | LexAurum Advisors LLC | 26,424 | $1.44M | 0.2% | +37.4% | 0.005% | |
| 7/17/2025 | HB Wealth Management LLC | 22,705 | $1.24M | 0.0% | +22.0% | 0.004% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,107,341 | $60.24M | 0.2% | +2.1% | 0.215% | |
| 7/17/2025 | Venture Visionary Partners LLC | 167,391 | $9.11M | 0.3% | +60.6% | 0.032% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 10,491 | $571K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Kelly Financial Services LLC | 11,345 | $617K | 0.2% | -5.8% | 0.002% | |
| 7/17/2025 | Forefront Wealth Management Inc. | 117,618 | $6.40M | 5.1% | +45.9% | 0.023% | |
| 7/17/2025 | Investment Advisory Services Inc. TX ADV | 41,768 | $2.27M | 0.8% | +1.5% | 0.008% | |
| 7/17/2025 | Wagner Wealth Management LLC | 60,443 | $3.29M | 0.7% | +23.9% | 0.012% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 50,236 | $2.73M | 0.6% | +6.5% | 0.010% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 14,824 | $806K | 0.1% | +4.4% | 0.003% | |
| 7/17/2025 | Avior Wealth Management LLC | 72,987 | $3.97M | 0.1% | +23.8% | 0.014% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 20,563 | $1.12M | 0.3% | +2.8% | 0.004% | |
| 7/16/2025 | Independent Wealth Network Inc. | 4,408 | $240K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 4,000 | $218K | 0.0% | -35.0% | 0.001% | |
| 7/16/2025 | Novem Group | 16,839 | $916K | 0.1% | +5.3% | 0.003% | |
| 7/16/2025 | Cambridge Advisors Inc. | 181,623 | $9.88M | 2.1% | -1.3% | 0.035% | |
| 7/16/2025 | Owen LaRue LLC | 18,449 | $1.00M | 0.4% | -43.7% | 0.004% | |
| 7/16/2025 | Perigon Wealth Management LLC | 10,796 | $587K | 0.0% | -45.7% | 0.002% | |
| 7/16/2025 | Magnus Financial Group LLC | 450,808 | $24.52M | 2.2% | +541.1% | 0.087% | |
| 7/16/2025 | Littlejohn Financial Services Inc. | 42,398 | $2.31M | 1.8% | -0.9% | 0.008% | |
| 7/16/2025 | Kennedy Investment Group | 109,772 | $5.97M | 2.5% | +13.0% | 0.021% | |
| 7/16/2025 | TigerOak Management L.L.C. | 9,749 | $530K | 0.2% | +3.6% | 0.002% | |
| 7/15/2025 | Retirement Guys Formula LLC | 53,309 | $2.90M | 1.1% | +17.4% | 0.010% | |
| 7/15/2025 | Herbst Group LLC | 62,191 | $3.38M | 2.0% | +4.2% | 0.012% | |
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| 7/15/2025 | McAdam LLC | 5,194 | $283K | 0.0% | -37.1% | 0.001% | |
| 7/15/2025 | Xcel Wealth Management LLC | 12,659 | $689K | 0.2% | +18.6% | 0.002% | |
| 7/15/2025 | Cora Capital Advisors LLC | 29,342 | $1.60M | 0.7% | +8.0% | 0.006% | |
| 7/15/2025 | Beacon Financial Planning Inc. | 24,621 | $1.34M | 0.7% | -3.1% | 0.005% | |
| 7/15/2025 | Wealth Effects LLC | 30,687 | $1.67M | 0.6% | -2.1% | 0.006% | |
| 7/15/2025 | TD Private Client Wealth LLC | 863 | $47K | 0.0% | -26.0% | 0.000% | |
| 7/15/2025 | Carr Financial Group Corp | 119,665 | $6.51M | 1.9% | -8.7% | 0.023% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 91,619 | $4.98M | 2.4% | +3.1% | 0.018% | |
| 7/15/2025 | Graypoint LLC | 258,959 | $14.09M | 0.8% | -14.9% | 0.050% | |
| 7/15/2025 | BCS Wealth Management | 13,686 | $745K | 0.2% | -22.3% | 0.003% | |
