| 7/18/2025 | BSW Wealth Partners | 621,784 | $46.02M | 6.3% | +4.2% | 0.608% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 3,843 | $284K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 107,549 | $7.96M | 6.2% | -31.8% | 0.105% | |
| 7/18/2025 | Truist Financial Corp | 16,962 | $1.26M | 0.0% | +19.8% | 0.017% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 176,150 | $13.04M | 8.1% | +5.3% | 0.172% | |
| 7/18/2025 | FMB Wealth Management | 65,768 | $4.87M | 2.3% | +2.1% | 0.064% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 19,823 | $1.47M | 1.3% | -1.1% | 0.020% | |
| 7/17/2025 | Northwest Wealth Management LLC | 130,155 | $9.63M | 1.7% | -0.3% | 0.128% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 3,506 | $259K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | LexAurum Advisors LLC | 44,534 | $3.30M | 0.5% | +13.0% | 0.044% | |
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| 7/17/2025 | HB Wealth Management LLC | 1,696,199 | $125.54M | 1.0% | -15.5% | 1.669% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 28,865 | $2.14M | 0.3% | +123.8% | 0.028% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 3,986 | $295K | 0.0% | N/A | 0.004% | |
| 7/17/2025 | Fifth Third Securities Inc. | 15,131 | $1.12M | 0.1% | +1.9% | 0.015% | |
| 7/17/2025 | Nova R Wealth Inc. | 23,792 | $1.76M | 0.8% | +0.9% | 0.023% | |
| 7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 3,064 | $227K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 3,551 | $263K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Independence Bank of Kentucky | 29,076 | $2.15M | 0.3% | N/A | 0.029% | |
| 7/17/2025 | Symmetry Partners LLC | 56,007 | $4.15M | 0.5% | -36.2% | 0.055% | |
| 7/17/2025 | Clear Point Advisors Inc. | 20,376 | $1.51M | 1.3% | +14.2% | 0.020% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 358,129 | $26.51M | 4.5% | +6.5% | 0.352% | |
| 7/17/2025 | Sterneck Capital Management LLC | 34,751 | $2.57M | 1.3% | +2.1% | 0.034% | |
| 7/17/2025 | Sage Rhino Capital LLC | 113,184 | $8.38M | 1.8% | +9.9% | 0.111% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 133,792 | $9.90M | 6.0% | +5.3% | 0.132% | |
| 7/16/2025 | Meredith Wealth Planning | 36,404 | $2.69M | 1.0% | +16.5% | 0.036% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 56,304 | $4.17M | 0.5% | +0.3% | 0.055% | |
| 7/16/2025 | Falcon Wealth Planning | 49,829 | $3.69M | 0.4% | -1.1% | 0.049% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 161,992 | $11.99M | 0.8% | +9.9% | 0.159% | |
| 7/16/2025 | Perigon Wealth Management LLC | 114,952 | $8.51M | 0.2% | +9.9% | 0.113% | |
| 7/16/2025 | Magnus Financial Group LLC | 15,561 | $1.15M | 0.1% | +1.3% | 0.015% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 14,601 | $1.08M | 0.3% | +15.4% | 0.014% | |
| 7/16/2025 | Plancorp LLC | 880,610 | $65.17M | 2.3% | -1.5% | 0.867% | |
| 7/15/2025 | Level Financial Advisors | 30,411 | $2.25M | 0.7% | +22.1% | 0.030% | |
| 7/15/2025 | Evanson Asset Management LLC | 22,463 | $1.66M | 0.1% | +1.2% | 0.022% | |
| 7/15/2025 | EWG Elevate Inc. | 4,188 | $310K | 0.1% | N/A | 0.004% | |
| 7/15/2025 | RVW Wealth LLC | 316,195 | $23.40M | 2.0% | -2.2% | 0.311% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 296,116 | $21.92M | 14.1% | +5.3% | 0.291% | |
| 7/15/2025 | Bannerman Wealth Management Group LLC | 8,332 | $617K | 0.5% | -3.2% | 0.008% | |
| 7/15/2025 | Maseco LLP | 1,745,849 | $129.14M | 4.9% | N/A | 1.718% | |
| 7/15/2025 | Fifth Third Bancorp | 497,457 | $36.82M | 0.1% | +6.4% | 0.490% | |
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| 7/15/2025 | Retirement Income Solutions Inc | 19,140 | $1.42M | 0.3% | +49.6% | 0.019% | |
| 7/15/2025 | Family Investment Center Inc. | 223,030 | $16.51M | 3.7% | +24.5% | 0.220% | |
| 7/15/2025 | Oak Root LLC | 1,514,299 | $112.07M | 13.9% | -0.6% | 1.490% | |
| 7/15/2025 | ACT Advisors LLC. | 400,682 | $29.65M | 13.7% | N/A | 0.394% | |
| 7/15/2025 | CGN Advisors LLC | 579,123 | $42.86M | 3.8% | +10.5% | 0.570% | |
| 7/14/2025 | AdvisorNet Financial Inc | 642 | $48K | 0.0% | +234.4% | 0.001% | |
| 7/14/2025 | Financial Enhancement Group LLC | 31,929 | $2.36M | 0.3% | +78.1% | 0.031% | |
| 7/14/2025 | Seed Wealth Management Inc. | 16,065 | $1.19M | 0.9% | -3.6% | 0.016% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 70,629 | $5.23M | 1.7% | +6.1% | 0.070% | |
| 7/14/2025 | ABLE Financial Group LLC | 96,221 | $7.12M | 1.7% | N/A | 0.095% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 3,493 | $259K | 0.1% | -30.8% | 0.003% | |
| 7/14/2025 | Park Avenue Securities LLC | 278,983 | $20.65M | 0.2% | +11.5% | 0.275% | |
| 7/11/2025 | Annex Advisory Services LLC | 2,342,328 | $173.36M | 4.2% | -38.2% | 2.305% | |
| 7/11/2025 | Prosperity Planning Inc. | 24,337 | $1.80M | 0.5% | +5.6% | 0.024% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 429,142 | $31.76M | 4.3% | -0.7% | 0.422% | |
| 7/11/2025 | Ridgeline Wealth LLC | 13,178 | $975K | 0.8% | +23.0% | 0.013% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 100,774 | $7.46M | 3.5% | +0.8% | 0.099% | |
| 7/11/2025 | Farther Finance Advisors LLC | 53,076 | $3.93M | 0.1% | +10.7% | 0.052% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 15,802 | $1.17M | 0.1% | +11.7% | 0.016% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 2,546,918 | $188.50M | 16.6% | -10.5% | 2.513% | |
| 7/11/2025 | Diversified Trust Co | 7,560 | $560K | 0.0% | N/A | 0.007% | |
| 7/11/2025 | Grove Bank & Trust | 34,429 | $2.55M | 0.3% | +22.7% | 0.034% | |
| 7/10/2025 | Anderson Hoagland & Co. | 58,715 | $4.35M | 0.4% | -1.7% | 0.058% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 205,995 | $15.25M | 4.8% | -2.0% | 0.203% | |
| 7/10/2025 | Vista Investment Partners LLC | 92,333 | $6.83M | 2.0% | +24.1% | 0.091% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 48,885 | $3.62M | 0.9% | -0.9% | 0.048% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 914,355 | $67.67M | 16.4% | -3.0% | 0.902% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 19,695 | $1.46M | 0.0% | +3.4% | 0.019% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,728,205 | $350.88M | 0.6% | -0.1% | 4.665% | |
| 7/10/2025 | Wedmont Private Capital | 69,691 | $5.20M | 0.2% | +0.4% | 0.069% | |
| 7/9/2025 | Aurelius Family Office LLC | 16,669 | $1.23M | 0.6% | -3.6% | 0.016% | |
| 7/9/2025 | Sunpointe LLC | 30,322 | $2.24M | 0.9% | +0.8% | 0.030% | |
| 7/9/2025 | Breakwater Capital Group | 11,457 | $848K | 0.1% | +11.6% | 0.011% | |
| 7/9/2025 | Hardin Capital Partners LLC | 11,519 | $852K | 0.5% | +27.1% | 0.011% | |
| 7/9/2025 | Krilogy Financial LLC | 314,294 | $23.26M | 1.3% | -0.3% | 0.310% | |
| 7/9/2025 | Bank of New Hampshire | 1,614 | $119K | 0.0% | N/A | 0.002% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 94,193 | $6.97M | 5.1% | +0.9% | 0.093% | |
| 7/9/2025 | GEM Asset Management LLC | 11,695 | $860K | 0.4% | +2.5% | 0.012% | |
| 7/9/2025 | Lifestyle Asset Management Inc. | 87,032 | $6.44M | 3.0% | N/A | 0.086% | |
| 7/8/2025 | IAM Advisory LLC | 403,623 | $29.87M | 7.2% | +113.2% | 0.398% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 234,416 | $17.35M | 6.0% | -0.6% | 0.231% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 159,546 | $11.81M | 4.7% | +0.5% | 0.157% | |
| 7/8/2025 | Atwood & Palmer Inc. | 731,327 | $54.13M | 3.4% | +2.9% | 0.722% | |
| 7/8/2025 | Atlas Brown Inc. | 3,106 | $230K | 0.1% | N/A | 0.003% | |
| 7/8/2025 | Advance Capital Management Inc. | 89,447 | $6.62M | 0.3% | N/A | 0.088% | |
| 7/8/2025 | Paladin Wealth LLC | 32,054 | $2.37M | 1.8% | +5.5% | 0.032% | |
| 7/8/2025 | RMR Wealth Builders | 5,511 | $408K | 0.0% | N/A | 0.005% | |
| 7/8/2025 | Apella Capital LLC | 542,167 | $39.85M | 1.1% | +32.4% | 0.535% | |
| 7/8/2025 | Holcombe Financial Inc. | 82,529 | $6.11M | 4.6% | -6.0% | 0.082% | |
| 7/8/2025 | ShankerValleau Wealth Advisors Inc. | 91,459 | $6.77M | 1.9% | -3.9% | 0.090% | |
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| 7/8/2025 | Gradient Investments LLC | 1,204,258 | $89.13M | 1.6% | +0.9% | 1.189% | |
| 7/7/2025 | Accelerate Investment Advisors LLC | 6,013 | $445K | 0.3% | -3.0% | 0.006% | |
| 7/7/2025 | Versant Capital Management Inc | 648,602 | $48.00M | 7.3% | -0.8% | 0.641% | |
| 7/3/2025 | Lam Group Inc. | 21,270 | $1.57M | 1.1% | +1.7% | 0.023% | |
| 7/3/2025 | Collective Family Office LLC | 32,633 | $2.42M | 0.6% | -3.5% | 0.035% | |
| 7/3/2025 | McLean Asset Management Corp | 165,447 | $12.27M | 3.2% | +15.7% | 0.178% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 2,190 | $162K | 0.0% | N/A | 0.002% | |
| 7/1/2025 | First National Bank Sioux Falls | 268,328 | $19.86M | 7.3% | +6.8% | 0.289% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 4,442 | $329K | 0.1% | N/A | 0.005% | |
| 6/2/2025 | Modern Wealth Management LLC | 51,731 | $3.43M | 0.1% | +857.1% | 0.055% | |
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