| 8/8/2025 | Nixon Peabody Trust Co. | 17,004 | $1.55M | 0.1% | +33.9% | 0.009% | |
| 8/8/2025 | IMA Advisory Services Inc. | 34,574 | $3.15M | 0.3% | +1.4% | 0.019% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 67,908 | $6.19M | 0.8% | +39.4% | 0.038% | |
| 8/6/2025 | Middleton & Co. Inc. MA | 10,886 | $992K | 0.1% | -8.8% | 0.006% | |
| 8/6/2025 | First Horizon Advisors Inc. | 9,892 | $901K | 0.0% | +677.7% | 0.006% | |
| 8/6/2025 | Cloud Capital Management LLC | 33,390 | $3.07M | 1.9% | -2.2% | 0.019% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 582 | $53K | 0.0% | -68.2% | 0.000% | |
| 8/5/2025 | Westside Investment Management Inc. | 48,764 | $4.45M | 0.8% | +12.1% | 0.027% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 62,010 | $5.65M | 0.4% | +254.4% | 0.034% | |
| 8/4/2025 | Arkadios Wealth Advisors | 11,165 | $1.02M | 0.0% | +12.3% | 0.006% | |
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| 8/1/2025 | Motco | 15,968 | $1.48M | 0.1% | N/A | 0.009% | |
| 8/1/2025 | Zhang Financial LLC | 96,446 | $8.79M | 0.4% | +144.0% | 0.054% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 31,347 | $2.86M | 0.2% | +5.4% | 0.017% | |
| 7/31/2025 | Leavell Investment Management Inc. | 6,099 | $556K | 0.0% | -10.8% | 0.003% | |
| 7/31/2025 | BIP Wealth LLC | 2,314 | $211K | 0.0% | N/A | 0.001% | |
| 7/31/2025 | Curio Wealth LLC | 31,036 | $2.83M | 1.2% | +9,136.9% | 0.017% | |
| 7/31/2025 | MN Wealth Advisors LLC | 17,807 | $1.62M | 0.9% | -18.6% | 0.010% | |
| 7/31/2025 | Opus Capital Group LLC | 148,360 | $13.52M | 1.6% | +0.2% | 0.083% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 12,326 | $1.12M | 1.0% | -13.7% | 0.007% | |
| 7/30/2025 | Strategic Blueprint LLC | 172,255 | $15.69M | 0.8% | +16.2% | 0.096% | |
| 7/30/2025 | Meadow Creek Wealth Advisors LLC | 25,079 | $2.29M | 1.5% | +0.6% | 0.014% | |
| 7/29/2025 | Financial Symmetry Inc | 5,360 | $488K | 0.3% | +32.6% | 0.003% | |
| 7/29/2025 | Planned Solutions Inc. | 68,541 | $6.24M | 2.4% | -33.5% | 0.038% | |
| 7/29/2025 | Foster & Motley Inc. | 77,027 | $7.02M | 0.4% | +18.0% | 0.043% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 667 | $61K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 210,393 | $19.17M | 5.8% | +1.0% | 0.118% | |
| 7/23/2025 | First Merchants Corp | 137,353 | $12.51M | 0.5% | +22.3% | 0.077% | |
| 7/23/2025 | Venturi Wealth Management LLC | 146,039 | $13.30M | 0.7% | -7.5% | 0.082% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 1,078,386 | $98.24M | 1.3% | -12.6% | 0.606% | |
| 7/22/2025 | Evensky & Katz LLC | 1,221,718 | $111.30M | 6.8% | +20.8% | 0.686% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 3,694 | $337K | 0.0% | -42.5% | 0.002% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 93,609 | $8.53M | 3.2% | +11.5% | 0.053% | |
| 7/21/2025 | Quent Capital LLC | 210,908 | $19.21M | 1.9% | N/A | 0.119% | |
| 7/21/2025 | Wallington Asset Management LLC | 153,834 | $14.01M | 2.0% | +1.2% | 0.086% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 287,204 | $26.16M | 9.4% | +3.8% | 0.161% | |
| 7/18/2025 | Trust Co. of Vermont | 917 | $84K | 0.0% | +95.9% | 0.001% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 4,048 | $369K | 0.3% | -30.2% | 0.002% | |
| 7/17/2025 | White Pine Investment CO | 61,387 | $5.59M | 1.4% | +0.4% | 0.035% | |
| 7/17/2025 | Avondale Wealth Management | 139,948 | $12.75M | 7.1% | +1,593.9% | 0.079% | |
| 7/17/2025 | Fifth Third Securities Inc. | 31,889 | $2.91M | 0.2% | +21.6% | 0.018% | |
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| 7/17/2025 | Independence Bank of Kentucky | 23,259 | $2.12M | 0.3% | -12.0% | 0.013% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 14,143 | $1.29M | 0.4% | +25.8% | 0.008% | |
| 7/15/2025 | RVW Wealth LLC | 20,117 | $1.83M | 0.2% | -47.7% | 0.011% | |
| 7/15/2025 | Fortitude Family Office LLC | 23,645 | $2.15M | 0.7% | +509.9% | 0.013% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 99,022 | $9.02M | 2.9% | +8.1% | 0.056% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 360,075 | $32.80M | 6.9% | +3.9% | 0.203% | |
| 7/11/2025 | Farther Finance Advisors LLC | 105,303 | $9.59M | 0.2% | +13.7% | 0.059% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 4,907 | $447K | 0.1% | -8.6% | 0.003% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 2,235 | $204K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 91,468 | $8.33M | 1.3% | +3.3% | 0.052% | |
| 7/9/2025 | Emprise Bank | 33,544 | $3.06M | 1.5% | -24.8% | 0.019% | |
| 7/9/2025 | First Financial Corp IN | 11,785 | $1.07M | 0.5% | -3.7% | 0.007% | |
| 7/8/2025 | Parallel Advisors LLC | 5,235 | $477K | 0.0% | +42.0% | 0.003% | |
| 7/7/2025 | O Connor Financial Group LLC | 125,983 | $11.97M | 5.3% | N/A | 0.071% | |
| 7/3/2025 | Lam Group Inc. | 26,650 | $2.43M | 1.6% | +32.3% | 0.016% | |
| 7/1/2025 | First National Bank Sioux Falls | 71,646 | $6.53M | 2.4% | +1.6% | 0.042% | |
| 5/16/2025 | NewEdge Advisors LLC | 167,589 | $14.61M | 0.1% | +26.1% | 0.097% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 35,677 | $3.11M | 0.0% | +147.9% | 0.021% | |
| 5/15/2025 | Titleist Asset Management LLC | 48,131 | $4.20M | 0.5% | +3.3% | 0.028% | |
| 5/15/2025 | Baird Financial Group Inc. | 189,694 | $16.54M | 0.0% | +6.0% | 0.110% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,911,402 | $166.61M | 0.0% | +24.6% | 1.127% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 23,859 | $2.08M | 0.1% | +27.7% | 0.014% | |
| 5/13/2025 | Evensky & Katz LLC | 1,011,152 | $88.14M | 5.9% | +2.9% | 0.596% | |
| 5/12/2025 | Bare Financial Services Inc | 238,862 | $20.82M | 8.0% | +6.3% | 0.141% | |
| 5/12/2025 | Curio Wealth LLC | 336 | $29K | 2.7% | -98.8% | 0.000% | |
| 5/9/2025 | Wallington Asset Management LLC | 152,054 | $13.26M | 1.9% | +0.6% | 0.090% | |
| 5/9/2025 | Middleton & Co. Inc. MA | 11,936 | $1.04M | 0.1% | +3.7% | 0.007% | |
| 5/8/2025 | TIAA Trust National Association | 69,022 | $6.02M | 0.0% | +1.7% | 0.041% | |
| 5/8/2025 | RVW Wealth LLC | 38,495 | $3.36M | 0.3% | -85.2% | 0.023% | |
| 5/8/2025 | Foster & Motley Inc. | 65,251 | $5.69M | 0.4% | +16.2% | 0.038% | |
| 5/8/2025 | Natixis Advisors LLC | 21,487 | $1.87M | 0.0% | +48.9% | 0.013% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,943 | $867K | 0.0% | +9.3% | 0.006% | |
| 5/8/2025 | Cozad Asset Management Inc. | 28,370 | $2.47M | 0.2% | -5.5% | 0.017% | |
| 5/7/2025 | Baldwin Investment Management LLC | 3,084 | $269K | 0.0% | -22.2% | 0.002% | |
| 5/7/2025 | Nemes Rush Group LLC | 2,675 | $233K | 0.0% | +36.4% | 0.002% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 44,489 | $3.88M | 0.5% | -5.9% | 0.026% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 83,923 | $7.32M | 2.5% | +3.6% | 0.050% | |
| 5/6/2025 | IMA Advisory Services Inc. | 34,087 | $2.97M | 0.4% | -1.1% | 0.020% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 1,734 | $151K | 0.0% | +13.9% | 0.001% | |
| 5/2/2025 | Transcendent Capital Group LLC | 13,562 | $1.18M | 0.7% | +5.9% | 0.008% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 28,845 | $2.51M | 1.7% | +12.1% | 0.017% | |
| 5/1/2025 | Fifth Third Securities Inc. | 26,225 | $2.29M | 0.2% | +37.9% | 0.015% | |
| 4/30/2025 | Correct Capital Wealth Management | 392,647 | $34.23M | 5.5% | +0.2% | 0.232% | |
| 4/30/2025 | Leavell Investment Management Inc. | 6,839 | $596K | 0.0% | +27.3% | 0.004% | |
| 4/30/2025 | Financial Symmetry Inc | 4,043 | $352K | 0.2% | +30.4% | 0.002% | |
| 4/30/2025 | Opus Capital Group LLC | 148,023 | $12.90M | 1.7% | -0.1% | 0.087% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 6,423 | $560K | 0.0% | -47.3% | 0.004% | |
| 4/30/2025 | Synergy Investment Management LLC | 729 | $64K | 0.0% | +49.1% | 0.000% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 28,807 | $2.51M | 0.9% | +2.6% | 0.017% | |
| 4/29/2025 | Cloud Capital Management LLC | 34,154 | $2.98M | 2.1% | N/A | 0.020% | |
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| 4/29/2025 | CoreFirst Bank & Trust | 53,006 | $4.62M | 3.0% | +3.6% | 0.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,107 | $619K | 0.0% | +22.7% | 0.004% | |
| 4/29/2025 | Strategic Blueprint LLC | 148,257 | $12.92M | 0.7% | +32.5% | 0.087% | |
| 4/28/2025 | First Horizon Advisors Inc. | 1,272 | $111K | 0.0% | -29.3% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 4,329 | $377K | 0.0% | -18.1% | 0.003% | |
| 4/28/2025 | Meadow Creek Wealth Advisors LLC | 24,923 | $2.17M | 1.6% | +4.2% | 0.015% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 11,814 | $1.03M | 2.0% | +9.0% | 0.007% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 14,281 | $1.25M | 1.1% | -77.4% | 0.008% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 208,387 | $18.17M | 6.2% | +10.3% | 0.123% | |
| 4/25/2025 | Westside Investment Management Inc. | 43,504 | $3.79M | 0.8% | +38.0% | 0.026% | |
