| 7/25/2025 | Priebe Wealth Holdings LLC | 139,377 | $4.92M | 4.3% | +32.8% | 0.060% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 242,835 | $8.58M | 0.2% | -14.7% | 0.105% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 117,181 | $4.13M | 0.0% | +10.1% | 0.051% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 11,508 | $406K | 0.1% | +4.8% | 0.005% | |
| 7/25/2025 | Lion Street Advisors LLC | 27,684 | $977K | 0.3% | +82.7% | 0.012% | |
| 7/25/2025 | MGO One Seven LLC | 52,787 | $1.86M | 0.1% | +1.6% | 0.023% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 1,790 | $63K | 0.0% | -15.4% | 0.001% | |
| 7/25/2025 | Prostatis Group LLC | 70,306 | $2.48M | 0.7% | -26.9% | 0.030% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 27,092 | $956K | 0.2% | +6.9% | 0.012% | |
| 7/25/2025 | CWM LLC | 357,793 | $12.62M | 0.0% | +29.3% | 0.155% | |
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| 7/25/2025 | Concurrent Investment Advisors LLC | 127,681 | $4.51M | 0.1% | +39.4% | 0.055% | |
| 7/25/2025 | Apollon Wealth Management LLC | 130,277 | $4.60M | 0.1% | -2.2% | 0.056% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 8,103 | $286K | 0.0% | -38.6% | 0.003% | |
| 7/24/2025 | Stiles Financial Services Inc | 17,225 | $608K | 0.2% | +14.9% | 0.007% | |
| 7/24/2025 | IFP Advisors Inc | 19,966 | $704K | 0.0% | -33.1% | 0.009% | |
| 7/24/2025 | Blair William & Co. IL | 1,265,220 | $44.64M | 0.1% | -0.4% | 0.546% | |
| 7/24/2025 | US Bancorp DE | 135,140 | $4.77M | 0.0% | -8.4% | 0.058% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 18,429 | $650K | 0.5% | +3.2% | 0.008% | |
| 7/23/2025 | Horizon Advisory Services Inc. | 22,465 | $793K | 0.4% | -6.8% | 0.010% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 28,224 | $996K | 0.1% | +1.4% | 0.012% | |
| 7/23/2025 | RiverTree Advisors LLC | 71,975 | $2.54M | 1.7% | -29.8% | 0.031% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 45,340 | $1.60M | 1.0% | -3.0% | 0.020% | |
| 7/23/2025 | Laraway Financial Advisors Inc | 10,174 | $359K | 0.3% | -2.9% | 0.004% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 18,016 | $636K | 0.3% | -4.1% | 0.008% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 90,577 | $3.20M | 1.3% | +3.6% | 0.039% | |
| 7/23/2025 | Bennett Associates Wealth Management | 212,062 | $7.48M | 5.8% | N/A | 0.092% | |
| 7/22/2025 | Belpointe Asset Management LLC | 28,879 | $1.02M | 0.0% | +6.8% | 0.012% | |
| 7/22/2025 | DAVENPORT & Co LLC | 25,158 | $888K | 0.0% | +11.3% | 0.011% | |
| 7/22/2025 | Woodmont Investment Counsel LLC | 18,761 | $662K | 0.0% | +16.0% | 0.008% | |
| 7/22/2025 | Global Assets Advisory LLC | 14,658 | $527K | 0.2% | -67.5% | 0.006% | |
| 7/22/2025 | Merit Financial Group LLC | 96,442 | $3.40M | 0.0% | +14.5% | 0.042% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 53,156 | $1.88M | 0.5% | +26.3% | 0.023% | |
| 7/22/2025 | Simplicity Wealth LLC | 93,263 | $3.29M | 0.1% | +8.2% | 0.040% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 270,260 | $9.54M | 0.2% | +3.5% | 0.117% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 271,747 | $9.59M | 4.3% | -8.6% | 0.117% | |
| 7/22/2025 | Accel Wealth Management | 13,062 | $461K | 0.2% | +12.5% | 0.006% | |
| 7/21/2025 | AIFG Consultants Ltd. | 48,472 | $1.71M | 3.3% | -47.6% | 0.021% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 214,049 | $7.55M | 1.8% | +6.9% | 0.092% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 233,877 | $8.25M | 2.1% | +9.9% | 0.100% | |
| 7/21/2025 | Clarity Capital Partners LLC | 74,700 | $2.64M | 0.9% | -7.8% | 0.032% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 41,112 | $1.45M | 0.1% | +0.8% | 0.018% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 17,339 | $612K | 0.2% | -23.8% | 0.007% | |
| 7/18/2025 | Consolidated Planning Corp | 9,921 | $350K | 0.0% | +5.1% | 0.004% | |
| 7/18/2025 | Provident Wealth Management LLC | 138,295 | $4.88M | 1.6% | +0.3% | 0.059% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 6,534 | $231K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 2,371,783 | $83.68M | 0.1% | -15.2% | 1.016% | |
| 7/17/2025 | Trivium Point Advisory LLC | 80,066 | $2.83M | 0.3% | +4.6% | 0.034% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,972,146 | $140.14M | 2.5% | +6.4% | 1.701% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 15,862 | $560K | 0.2% | +75.1% | 0.007% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 779,069 | $27.49M | 0.1% | +1.9% | 0.334% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 1,028,128 | $36.27M | 2.0% | +2.6% | 0.440% | |
| 7/17/2025 | Genesis Private Wealth LLC | 73,100 | $2.58M | 1.2% | +3.9% | 0.031% | |
| 7/17/2025 | City Holding Co. | 40,275 | $1.42M | 0.2% | +3.2% | 0.017% | |
| 7/17/2025 | Wagner Wealth Management LLC | 456,314 | $16.10M | 3.7% | +4.3% | 0.195% | |
| 7/17/2025 | Barry Investment Advisors LLC | 20,368 | $719K | 0.2% | +7.1% | 0.009% | |
| 7/17/2025 | Avior Wealth Management LLC | 24,946 | $880K | 0.0% | +18.3% | 0.011% | |
| 7/16/2025 | Independent Wealth Network Inc. | 19,850 | $700K | 0.3% | -2.8% | 0.008% | |
| 7/16/2025 | ORG Partners LLC | 3,050 | $110K | 0.0% | -33.0% | 0.001% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 5,910 | $209K | 0.0% | -64.6% | 0.003% | |
| 7/16/2025 | Old Port Advisors | 11,625 | $410K | 0.1% | -8.4% | 0.005% | |
| 7/16/2025 | Owen LaRue LLC | 122,024 | $4.31M | 1.8% | -6.4% | 0.052% | |
| 7/16/2025 | Bright Financial Advisors Inc. | 128,081 | $4.52M | 2.5% | +2.3% | 0.055% | |
| 7/16/2025 | Maridea Wealth Management LLC | 14,097 | $497K | 0.1% | -18.1% | 0.006% | |
| 7/15/2025 | Pitti Group Wealth Management LLC | 14,922 | $526K | 0.5% | +4.4% | 0.006% | |
| 7/15/2025 | Traction Financial Partners LLC | 35,439 | $1.25M | 0.8% | N/A | 0.015% | |
| 7/15/2025 | EWG Elevate Inc. | 86,685 | $3.06M | 0.9% | +5.0% | 0.038% | |
| 7/15/2025 | Fifth Third Bancorp | 952 | $34K | 0.0% | +120.9% | 0.000% | |
| 7/15/2025 | LVZ Inc. | 2,747,396 | $96.93M | 11.6% | +3.0% | 1.190% | |
| 7/14/2025 | Golden State Equity Partners | 127,804 | $4.51M | 0.8% | -1.0% | 0.055% | |
| 7/14/2025 | AdvisorNet Financial Inc | 27,582 | $973K | 0.1% | +174.1% | 0.012% | |
| 7/14/2025 | Chris Bulman Inc | 59,920 | $2.11M | 1.2% | +8.0% | 0.026% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 34,354 | $1.21M | 0.0% | +2.7% | 0.015% | |
| 7/14/2025 | Lighthouse Wealth Management Inc. | 24,769 | $874K | 0.8% | -5.2% | 0.011% | |
| 7/14/2025 | Flagstar Advisors Inc. | 74,422 | $2.63M | 0.7% | -19.5% | 0.032% | |
| 7/14/2025 | Park Avenue Securities LLC | 7,551 | $266K | 0.0% | N/A | 0.003% | |
| 7/11/2025 | Grant Private Wealth Management Inc | 88,431 | $3.12M | 1.8% | N/A | 0.038% | |
| 7/11/2025 | Capital Advantage Inc. | 44,246 | $1.56M | 0.2% | +7.0% | 0.019% | |
| 7/11/2025 | Farther Finance Advisors LLC | 28,969 | $1.02M | 0.0% | +1.2% | 0.012% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 56,727 | $2.00M | 0.2% | +3.3% | 0.024% | |
| 7/11/2025 | CX Institutional | 128,748 | $4.54M | 0.2% | +19.0% | 0.055% | |
| 7/11/2025 | Kaydan Wealth Management Inc. | 12,245 | $432K | 0.1% | N/A | 0.005% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 4,850 | $171K | 0.1% | +14.0% | 0.002% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 30,660 | $1.07M | 0.0% | N/A | 0.013% | |
| 7/11/2025 | Grove Bank & Trust | 5,500 | $194K | 0.0% | -12.1% | 0.002% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 28,257 | $997K | 0.1% | -80.6% | 0.012% | |
| 7/10/2025 | Marshall Financial Group LLC | 70,174 | $2.53M | 0.5% | +2.9% | 0.030% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 575,263 | $20.97M | 0.0% | -10.3% | 0.248% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 111,593 | $3.94M | 0.3% | +8.4% | 0.048% | |
| 7/10/2025 | Focus Financial Network Inc. | 399,417 | $14.09M | 0.6% | +7.4% | 0.172% | |
| 7/10/2025 | Sovran Advisors LLC | 9,666 | $350K | 0.0% | +20.6% | 0.004% | |
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| 7/9/2025 | Dynamic Advisor Solutions LLC | 117,853 | $4.16M | 0.1% | +5.4% | 0.051% | |
| 7/9/2025 | Procyon Advisors LLC | 218,908 | $7.72M | 0.7% | N/A | 0.095% | |
| 7/9/2025 | Baron Wealth Management LLC | 90,660 | $3.20M | 1.1% | +264.7% | 0.039% | |
| 7/9/2025 | Triumph Capital Management | 227,920 | $8.04M | 2.4% | +5.8% | 0.098% | |
| 7/9/2025 | Lifestyle Asset Management Inc. | 324,002 | $11.43M | 5.3% | +16.0% | 0.140% | |
| 7/9/2025 | Key Client Fiduciary Advisors LLC | 154,981 | $5.47M | 2.2% | +15.4% | 0.067% | |
| 7/9/2025 | Presidio Capital Management LLC | 8,848 | $312K | 0.1% | +19.0% | 0.004% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 788 | $28K | 0.0% | -54.2% | 0.000% | |
| 7/8/2025 | Davis Investment Partners LLC | 16,631 | $598K | 0.2% | -30.6% | 0.007% | |
| 7/8/2025 | Advance Capital Management Inc. | 9,024 | $318K | 0.0% | -98.2% | 0.004% | |
