| 7/24/2025 | West Bancorporation Inc. | 68,988 | $5.53M | 3.5% | N/A | 0.051% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 117,217 | $9.48M | 1.8% | +5.3% | 0.086% | |
| 7/24/2025 | Forefront Analytics LLC | 120,943 | $9.69M | 8.3% | N/A | 0.089% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 44,362 | $3.55M | 0.2% | +5.1% | 0.032% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 7,138 | $572K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 5,265 | $422K | 0.1% | +59.1% | 0.004% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 77,538 | $6.21M | 0.3% | -1.3% | 0.057% | |
| 7/24/2025 | Moseley Investment Management Inc. | 16,116 | $1.29M | 0.4% | +6.2% | 0.012% | |
| 7/24/2025 | IFP Advisors Inc | 17,198 | $1.38M | 0.0% | +32.2% | 0.013% | |
| 7/24/2025 | Blair William & Co. IL | 17,881 | $1.43M | 0.0% | +4.6% | 0.013% | |
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| 7/24/2025 | US Bancorp DE | 25,978 | $2.08M | 0.0% | +10.3% | 0.019% | |
| 7/23/2025 | AMI Investment Management Inc. | 2,521 | $202K | 0.1% | -8.0% | 0.002% | |
| 7/23/2025 | Eagle Strategies LLC | 96,696 | $7.75M | 1.2% | +3.3% | 0.071% | |
| 7/23/2025 | Valmark Advisers Inc. | 37,030 | $2.97M | 0.0% | -0.4% | 0.027% | |
| 7/23/2025 | Winthrop Advisory Group LLC | 2,687 | $215K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 7,555 | $605K | 0.0% | +4.5% | 0.006% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 49,937 | $4M | 0.2% | +149.4% | 0.037% | |
| 7/23/2025 | Wise Wealth Partners | 29,947 | $2.40M | 4.0% | +18.8% | 0.022% | |
| 7/23/2025 | Country Club Bank | 48,215 | $3.85M | 0.2% | +3.8% | 0.035% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 16,815 | $1.35M | 0.0% | -32.3% | 0.012% | |
| 7/22/2025 | Red Tortoise LLC | 5,849 | $469K | 0.2% | N/A | 0.004% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,356 | $669K | 0.0% | +4.5% | 0.006% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 1,223,744 | $98.03M | 5.3% | +3.4% | 0.896% | |
| 7/22/2025 | Cedar Mountain Advisors LLC | 125,710 | $10.07M | 2.1% | +2.8% | 0.092% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 28,281 | $2.27M | 0.3% | -6.2% | 0.021% | |
| 7/22/2025 | DAVENPORT & Co LLC | 9,673 | $775K | 0.0% | -7.1% | 0.007% | |
| 7/22/2025 | Merit Financial Group LLC | 97,389 | $7.80M | 0.1% | +8.6% | 0.071% | |
| 7/22/2025 | Legacy Trust | 3,500 | $280K | 0.1% | N/A | 0.003% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 7,013 | $562K | 0.1% | -7.5% | 0.005% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 5,671 | $454K | 0.1% | +39.3% | 0.004% | |
| 7/22/2025 | Iron Horse Wealth Management LLC | 400 | $32K | 0.0% | +60.0% | 0.000% | |
| 7/22/2025 | Brown Miller Wealth Management LLC | 2,781 | $223K | 0.1% | N/A | 0.002% | |
| 7/22/2025 | OLD National Bancorp IN | 48,343 | $3.87M | 0.1% | N/A | 0.035% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 73,861 | $5.92M | 0.1% | +6.4% | 0.054% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 95,739 | $7.70M | 1.6% | +10.9% | 0.070% | |
| 7/21/2025 | Ameriflex Group Inc. | 1,140 | $91K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 3,299 | $264K | 0.0% | +12.0% | 0.002% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 56,023 | $4.49M | 1.1% | +16.3% | 0.041% | |
| 7/21/2025 | Ascent Group LLC | 17,096 | $1.37M | 0.1% | +0.9% | 0.013% | |
| 7/21/2025 | Phraction Management LLC | 4,640 | $372K | 0.1% | -30.8% | 0.003% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 2,876 | $230K | 0.0% | -23.5% | 0.002% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 16,318 | $1.31M | 0.0% | +2.1% | 0.012% | |
| 7/21/2025 | Pacific Financial Group Inc. | 5,898 | $473K | 0.4% | -6.1% | 0.004% | |
| 7/21/2025 | Crews Bank & Trust | 31,021 | $2.49M | 0.4% | +13.8% | 0.023% | |
| 7/21/2025 | Sageworth Trust Co | 6,254 | $501K | 0.0% | -99.1% | 0.005% | |
| 7/21/2025 | DMKC Advisory Services LLC | 6,397 | $513K | 0.3% | N/A | 0.005% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 5,629 | $451K | 0.0% | -6.6% | 0.004% | |
| 7/18/2025 | TPG Advisors LLC | 11,236 | $900K | 0.7% | +88.3% | 0.008% | |
| 7/18/2025 | USA Financial Formulas | 11,738 | $940K | 0.2% | N/A | 0.009% | |
| 7/18/2025 | Marino Stram & Associates LLC | 44,483 | $3.56M | 0.7% | +14.0% | 0.033% | |
| 7/18/2025 | SigFig Wealth Management LLC | 7,568 | $604K | 0.0% | +11.3% | 0.006% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 486 | $39K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Truist Financial Corp | 226,906 | $18.18M | 0.0% | -2.6% | 0.166% | |
| 7/17/2025 | MBA Advisors LLC | 17,931 | $1.44M | 0.7% | +24.9% | 0.013% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 2,577 | $206K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | XML Financial LLC | 8,893 | $712K | 0.1% | +2.1% | 0.007% | |
| 7/17/2025 | Capital Investment Advisors LLC | 212,045 | $16.99M | 0.3% | -3.9% | 0.155% | |
| 7/17/2025 | HB Wealth Management LLC | 3,421 | $274K | 0.0% | +6.8% | 0.003% | |
| 7/17/2025 | Janney Capital Management LLC | 45,640 | $3.66M | 0.2% | -0.6% | 0.033% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 272,521 | $21.83M | 0.1% | +9.0% | 0.200% | |
| 7/17/2025 | Fiduciary Advisors Inc. | 61,984 | $4.97M | 4.4% | +6.7% | 0.045% | |
| 7/17/2025 | Barry Investment Advisors LLC | 403,847 | $32.35M | 8.1% | +2.0% | 0.296% | |
| 7/17/2025 | Charles Schwab Trust Co | 6,502 | $521K | 0.0% | +70.4% | 0.005% | |
| 7/17/2025 | Luminvest Wealth Management LLC | 4,473 | $358K | 0.1% | +5.4% | 0.003% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 18,687 | $1.50M | 0.4% | +7.5% | 0.014% | |
| 7/16/2025 | Signaturefd LLC | 971 | $78K | 0.0% | -37.9% | 0.001% | |
| 7/16/2025 | ORG Partners LLC | 5,178 | $416K | 0.1% | +24.1% | 0.004% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 3,345 | $268K | 0.1% | +4.3% | 0.002% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 486 | $39K | 0.1% | N/A | 0.000% | |
| 7/16/2025 | Rebalance LLC | 106,904 | $8.56M | 0.6% | -22.6% | 0.078% | |
| 7/16/2025 | Novem Group | 12,712 | $1.02M | 0.1% | -8.0% | 0.009% | |
| 7/16/2025 | LS Investment Advisors LLC | 231,341 | $18.53M | 2.7% | +9.8% | 0.169% | |
| 7/16/2025 | Perigon Wealth Management LLC | 3,149 | $252K | 0.0% | -29.4% | 0.002% | |
| 7/16/2025 | Meridian Financial LLC | 9,547 | $765K | 0.5% | +24.2% | 0.007% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 25,876 | $2.07M | 0.6% | N/A | 0.019% | |
| 7/15/2025 | Signet Financial Management LLC | 2,639 | $211K | 0.0% | -14.8% | 0.002% | |
| 7/15/2025 | TD Private Client Wealth LLC | 15,207 | $1.22M | 0.0% | -1.1% | 0.011% | |
| 7/15/2025 | Sara Bay Financial | 14,662 | $1.18M | 0.4% | +22.9% | 0.011% | |
| 7/15/2025 | BCS Wealth Management | 69,726 | $5.59M | 1.2% | +10.5% | 0.051% | |
| 7/15/2025 | Maseco LLP | 24,832 | $1.99M | 0.1% | N/A | 0.018% | |
| 7/15/2025 | Axis Wealth Partners LLC | 66,977 | $5.37M | 3.5% | +1.9% | 0.049% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 2,516 | $202K | 0.2% | N/A | 0.002% | |
| 7/15/2025 | Family Investment Center Inc. | 149,636 | $11.99M | 2.7% | -1.6% | 0.110% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 155,010 | $12.42M | 1.6% | -1.0% | 0.113% | |
| 7/15/2025 | CGN Advisors LLC | 15,921 | $1.28M | 0.1% | +11.5% | 0.012% | |
| 7/14/2025 | AdvisorNet Financial Inc | 26,540 | $2.13M | 0.1% | -12.2% | 0.019% | |
| 7/14/2025 | CRA Financial Services LLC | 45,765 | $3.67M | 0.6% | +16.6% | 0.034% | |
| 7/14/2025 | Buska Wealth Management LLC | 117,492 | $9.41M | 2.6% | +487.6% | 0.086% | |
| 7/14/2025 | Mechanics Bank Trust Department | 37,160 | $2.98M | 0.4% | +85.8% | 0.027% | |
| 7/14/2025 | KFG Wealth Management LLC | 15,029 | $1.20M | 0.2% | +27.5% | 0.011% | |
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| 7/14/2025 | Sweeney & Michel LLC | 101,186 | $8.15M | 2.9% | +4.9% | 0.074% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 249,878 | $20.02M | 11.4% | +7.0% | 0.183% | |
| 7/11/2025 | First PREMIER Bank | 72,509 | $5.81M | 1.4% | +7.8% | 0.053% | |
| 7/11/2025 | Capital Advantage Inc. | 380,556 | $30.49M | 4.8% | +0.9% | 0.279% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,665 | $1.18M | 0.0% | +18.7% | 0.011% | |
| 7/11/2025 | My Legacy Advisors LLC | 4,828 | $391K | 0.1% | -15.3% | 0.004% | |
| 7/11/2025 | Essex Savings Bank | 2,545 | $204K | 0.0% | N/A | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 2,709 | $217K | 0.0% | -80.8% | 0.002% | |
| 7/10/2025 | Orgel Wealth Management LLC | 2,525,860 | $202.35M | 4.9% | -2.1% | 1.849% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 7,213 | $578K | 0.0% | +34.5% | 0.005% | |
