| 7/25/2025 | Heartland Bank & Trust Co | 17,899 | $1.98M | 0.9% | -21.6% | 0.009% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,886 | $3.41M | 0.1% | -64.1% | 0.016% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 8,570 | $946K | 0.0% | -61.6% | 0.005% | |
| 7/25/2025 | Concord Asset Management LLC VA | 261,414 | $28.87M | 4.3% | +9.2% | 0.138% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 14,777 | $1.63M | 0.0% | -40.7% | 0.008% | |
| 7/25/2025 | Courage Miller Partners LLC | 8,180 | $903K | 0.3% | -8.3% | 0.004% | |
| 7/25/2025 | MGO One Seven LLC | 39,870 | $4.40M | 0.1% | +19.2% | 0.021% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 2,134 | $236K | 0.0% | -9.1% | 0.001% | |
| 7/25/2025 | Prostatis Group LLC | 3,067 | $339K | 0.1% | +21.5% | 0.002% | |
| 7/25/2025 | CWM LLC | 74,351 | $8.21M | 0.0% | -8.6% | 0.039% | |
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| 7/25/2025 | Transcendent Capital Group LLC | 6,148 | $679K | 0.3% | -67.4% | 0.003% | |
| 7/25/2025 | Strategic Point Investment Advisors LLC | 186,551 | $20.60M | 3.2% | +1.8% | 0.099% | |
| 7/25/2025 | Summa Corp. | 3,902 | $431K | 0.2% | +30.1% | 0.002% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 7,760 | $857K | 0.2% | +14.2% | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 9,817 | $1.08M | 0.0% | -3.4% | 0.005% | |
| 7/25/2025 | 1858 Wealth Management LLC | 52,638 | $5.81M | 4.3% | N/A | 0.028% | |
| 7/25/2025 | GFS Advisors LLC | 149,048 | $16.46M | 2.3% | +1.0% | 0.079% | |
| 7/24/2025 | KFA Private Wealth Group LLC | 97,839 | $10.80M | 3.3% | +13.0% | 0.052% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 4,285 | $473K | 0.0% | -13.7% | 0.002% | |
| 7/24/2025 | Lee Financial Co | 171,837 | $18.97M | 2.7% | -4.2% | 0.091% | |
| 7/24/2025 | Callan Family Office LLC | 8,706 | $961K | 0.0% | -11.5% | 0.005% | |
| 7/24/2025 | Blair William & Co. IL | 17,921 | $1.98M | 0.0% | +0.7% | 0.010% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 134,762 | $14.88M | 0.7% | N/A | 0.072% | |
| 7/24/2025 | True Link Financial Advisors LLC | 657,201 | $72.57M | 5.0% | +4.0% | 0.349% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 17,078 | $1.89M | 0.2% | -35.3% | 0.009% | |
| 7/24/2025 | Copperwynd Financial LLC | 27,267 | $3.01M | 0.8% | +5.9% | 0.014% | |
| 7/24/2025 | US Bancorp DE | 52,303 | $5.78M | 0.0% | -10.7% | 0.028% | |
| 7/23/2025 | Mullooly Asset Management Inc. | 194,696 | $21.50M | 9.0% | -4.6% | 0.103% | |
| 7/23/2025 | Vontobel Holding Ltd. | 8,453 | $933K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | Schrum Private Wealth Management LLC | 7,423 | $820K | 0.7% | +6.1% | 0.004% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 44,169 | $4.88M | 0.5% | -13.0% | 0.023% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 6,808 | $751K | 0.2% | +57.6% | 0.004% | |
| 7/23/2025 | Valmark Advisers Inc. | 4,771 | $527K | 0.0% | +11.7% | 0.003% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 11,128 | $1.23M | 0.4% | +3.5% | 0.006% | |
| 7/23/2025 | Friedenthal Financial | 530 | $59K | 0.0% | -14.9% | 0.000% | |
| 7/23/2025 | High Note Wealth LLC | 4,462 | $493K | 0.1% | -14.7% | 0.002% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 80,895 | $8.93M | 1.7% | +9.3% | 0.043% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 4,078 | $450K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 2,000 | $221K | 0.1% | -25.9% | 0.001% | |
| 7/23/2025 | Trueblood Wealth Management LLC | 1,882 | $208K | 0.1% | N/A | 0.001% | |
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| 7/23/2025 | Heck Capital Advisors LLC | 110,725 | $12.23M | 1.1% | +0.7% | 0.059% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 96,741 | $10.68M | 0.1% | -43.0% | 0.051% | |
| 7/22/2025 | Sage Financial Group Inc. | 3,200 | $353K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | DAVENPORT & Co LLC | 58,533 | $6.46M | 0.0% | +1.6% | 0.031% | |
| 7/22/2025 | Valpey Financial Services LLC | 6,787 | $749K | 0.5% | N/A | 0.004% | |
| 7/22/2025 | Fortitude Advisory Group L.L.C. | 3,373 | $372K | 0.2% | -28.2% | 0.002% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 187,136 | $20.66M | 4.8% | +2.6% | 0.099% | |
| 7/22/2025 | OLD National Bancorp IN | 111,550 | $12.32M | 0.2% | -38.6% | 0.059% | |
| 7/22/2025 | Realta Investment Advisors | 17,138 | $1.89M | 0.7% | +16.5% | 0.009% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,967 | $548K | 0.0% | -15.4% | 0.003% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 145,036 | $16.02M | 4.0% | +1.0% | 0.077% | |
| 7/21/2025 | Keystone Financial Group Inc. | 39,207 | $4.33M | 2.8% | -2.0% | 0.021% | |
| 7/21/2025 | Ascent Group LLC | 29,388 | $3.25M | 0.1% | +25.4% | 0.016% | |
| 7/21/2025 | Consilium Wealth Advisory LLC | 7,667 | $847K | 0.4% | +88.5% | 0.004% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 42,536 | $4.70M | 0.2% | +102.4% | 0.023% | |
| 7/21/2025 | Flagship Private Wealth LLC | 15,747 | $1.74M | 0.9% | +2.1% | 0.008% | |
| 7/21/2025 | Mattern Capital Management LLC | 5,033 | $556K | 0.1% | +69.3% | 0.003% | |
| 7/18/2025 | Marks Wealth LLC | 480,919 | $53.10M | 17.2% | -65.9% | 0.255% | |
| 7/18/2025 | Astor Investment Management LLC | 44,431 | $4.91M | 2.7% | +104.0% | 0.024% | |
| 7/18/2025 | Foundry Financial Group Inc. | 19,202 | $2.12M | 1.2% | +14.5% | 0.010% | |
| 7/18/2025 | Clarity Financial LLC | 2,965 | $327K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 7,557 | $834K | 0.2% | N/A | 0.004% | |
| 7/18/2025 | Trilogy Capital Inc. | 27,816 | $3.07M | 0.1% | +11.2% | 0.015% | |
| 7/18/2025 | Marino Stram & Associates LLC | 26,313 | $2.91M | 0.6% | +24.5% | 0.014% | |
| 7/18/2025 | Forza Wealth Management LLC | 9,302 | $1.03M | 0.4% | +5.7% | 0.005% | |
| 7/18/2025 | Lowery Thomas LLC | 8,888 | $981K | 0.6% | +20.3% | 0.005% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 54,712 | $6.04M | 0.7% | +26.7% | 0.029% | |
| 7/18/2025 | PBMares Wealth Management LLC | 2,196 | $242K | 0.0% | -11.3% | 0.001% | |
| 7/18/2025 | Truist Financial Corp | 743,105 | $82.05M | 0.1% | -26.8% | 0.395% | |
| 7/17/2025 | Bosman Wealth Management LLC | 28,499 | $3.15M | 2.8% | N/A | 0.015% | |
| 7/17/2025 | Hansen & Associates Financial Group Inc. | 846,220 | $93.44M | 50.7% | -13.5% | 0.449% | |
| 7/17/2025 | Mainsail Financial Group LLC | 26,177 | $2.89M | 1.3% | N/A | 0.014% | |
| 7/17/2025 | Oak Family Advisors LLC | 68,059 | $7.52M | 2.4% | +176.4% | 0.036% | |
| 7/17/2025 | Spartan Planning & Wealth Management | 3,577 | $395K | 0.3% | -51.5% | 0.002% | |
| 7/17/2025 | HB Wealth Management LLC | 19,437 | $2.15M | 0.0% | -16.6% | 0.010% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 244,507 | $27.00M | 0.1% | +6.2% | 0.130% | |
| 7/17/2025 | Oakworth Capital Inc. | 679,028 | $74.98M | 4.8% | -17.0% | 0.361% | |
| 7/17/2025 | Archford Capital Strategies LLC | 2,005 | $221K | 0.0% | -63.4% | 0.001% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 2,028 | $224K | 0.0% | +11.1% | 0.001% | |
| 7/17/2025 | Cairn Investment Group Inc. | 3,675 | $406K | 0.2% | N/A | 0.002% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 37,456 | $4.14M | 0.9% | +13.5% | 0.020% | |
| 7/17/2025 | Crane Advisory LLC | 3,348 | $369K | 0.1% | N/A | 0.002% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 27,200 | $3.00M | 0.7% | +65.8% | 0.014% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 24,568 | $2.71M | 1.9% | +3.2% | 0.013% | |
| 7/16/2025 | Signaturefd LLC | 7,263 | $802K | 0.0% | +137.0% | 0.004% | |
| 7/16/2025 | ORG Partners LLC | 6,619 | $731K | 0.2% | +5.3% | 0.004% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 86,551 | $9.56M | 2.0% | -0.5% | 0.046% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 5,880 | $649K | 0.1% | -28.8% | 0.003% | |
| 7/16/2025 | Eagle Global Advisors LLC | 10,599 | $1.17M | 0.0% | -2.5% | 0.006% | |
| 7/16/2025 | Patton Fund Management Inc. | 33,327 | $3.68M | 2.6% | -4.9% | 0.018% | |
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| 7/16/2025 | Investment Partners Asset Management Inc. | 7,275 | $803K | 0.6% | +3.7% | 0.004% | |
| 7/16/2025 | GenWealth Group Inc. | 15,999 | $1.77M | 0.4% | +0.7% | 0.008% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 10,695 | $1.18M | 0.3% | N/A | 0.006% | |
| 7/16/2025 | EdgeRock Capital LLC | 2,387 | $264K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Cabana LLC | 7,362 | $813K | 4.7% | N/A | 0.004% | |
| 7/16/2025 | Banque Pictet & Cie SA | 117,303 | $12.95M | 0.1% | +239.0% | 0.062% | |
| 7/16/2025 | Maridea Wealth Management LLC | 2,879 | $318K | 0.1% | +14.6% | 0.002% | |
| 7/15/2025 | Perennial Advisors LLC | 11,826 | $1.31M | 0.2% | +11.0% | 0.006% | |
| 7/15/2025 | Surience Private Wealth LLC | 3,514 | $388K | 0.4% | -90.6% | 0.002% | |
| 7/15/2025 | North Star Investment Management Corp. | 7,526 | $831K | 0.1% | -2.0% | 0.004% | |
