| 7/18/2025 | Northstar Group Inc. | 5,340 | $413K | 0.1% | -3.6% | 0.002% | |
| 7/18/2025 | Naples Global Advisors LLC | 58,292 | $4.51M | 0.4% | +46.5% | 0.019% | |
| 7/18/2025 | Woodward Diversified Capital LLC | 14,261 | $1.10M | 0.6% | +101.4% | 0.005% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 96,279 | $7.45M | 2.4% | N/A | 0.032% | |
| 7/18/2025 | Mountain Pacific Investment Advisers LLC | 13,758 | $1.06M | 0.1% | -13.1% | 0.005% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 1,812 | $140K | 0.0% | -17.9% | 0.001% | |
| 7/18/2025 | Nabity Jensen Investment Management Inc | 35,417 | $2.74M | 2.0% | +0.9% | 0.012% | |
| 7/18/2025 | Trust Co. of Vermont | 12,218 | $945K | 0.0% | -13.4% | 0.004% | |
| 7/18/2025 | SMI Advisory Services LLC | 314,776 | $24.04M | 4.6% | +3.4% | 0.103% | |
| 7/18/2025 | Lynx Investment Advisory | 29,241 | $2.26M | 1.5% | +0.8% | 0.010% | |
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| 7/18/2025 | SWP Financial LLC | 6,961 | $538K | 0.3% | N/A | 0.002% | |
| 7/18/2025 | SigFig Wealth Management LLC | 115,603 | $8.91M | 0.3% | +3.3% | 0.038% | |
| 7/18/2025 | Provident Wealth Management LLC | 28,879 | $2.23M | 0.7% | -3.3% | 0.009% | |
| 7/18/2025 | PFG Investments LLC | 33,707 | $2.61M | 0.2% | +3.1% | 0.011% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 241,902 | $18.71M | 2.6% | -2.8% | 0.079% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 53,992 | $4.18M | 1.8% | +5.5% | 0.018% | |
| 7/18/2025 | PBMares Wealth Management LLC | 8,746 | $676K | 0.1% | -21.7% | 0.003% | |
| 7/18/2025 | Cooper Financial Group | 476,676 | $36.87M | 4.3% | +8.7% | 0.156% | |
| 7/18/2025 | Truist Financial Corp | 972,752 | $75.23M | 0.1% | +1.8% | 0.319% | |
| 7/18/2025 | Bourgeon Capital Management LLC | 26,092 | $2.02M | 0.4% | +3.2% | 0.009% | |
| 7/17/2025 | MBA Advisors LLC | 180,456 | $13.96M | 6.4% | +1.8% | 0.059% | |
| 7/17/2025 | One Wealth Advisors LLC | 8,826 | $683K | 0.1% | +9.3% | 0.003% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 5,004 | $387K | 0.3% | -4.1% | 0.002% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 21,314 | $1.65M | 0.7% | +7.1% | 0.007% | |
| 7/17/2025 | Capital Investment Advisors LLC | 11,405 | $882K | 0.0% | +10.0% | 0.004% | |
| 7/17/2025 | Northwest Wealth Management LLC | 7,933 | $614K | 0.1% | +9.4% | 0.003% | |
| 7/17/2025 | LexAurum Advisors LLC | 77,360 | $5.98M | 0.9% | -5.6% | 0.025% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 530,319 | $41.02M | 0.1% | +12.9% | 0.175% | |
| 7/17/2025 | Fifth Third Securities Inc. | 77,975 | $6.03M | 0.5% | +8.1% | 0.026% | |
| 7/17/2025 | Refined Wealth Management | 97,222 | $7.52M | 5.2% | +0.2% | 0.032% | |
| 7/17/2025 | Capital Insight Partners LLC | 196,445 | $15.19M | 2.6% | -7.1% | 0.065% | |
| 7/17/2025 | Genesis Private Wealth LLC | 74,662 | $5.77M | 2.7% | +0.7% | 0.025% | |
| 7/17/2025 | First County Bank CT | 11,240 | $869K | 0.5% | +6.0% | 0.004% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 135,242 | $10.46M | 2.2% | +35.6% | 0.045% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 85,104 | $6.58M | 0.9% | +3.6% | 0.028% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 63,205 | $4.89M | 0.5% | -2.5% | 0.021% | |
| 7/17/2025 | Mustard Seed Financial LLC | 127,802 | $9.88M | 7.1% | +4.1% | 0.042% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 479,154 | $37.06M | 3.3% | +0.2% | 0.158% | |
| 7/17/2025 | Avior Wealth Management LLC | 389,373 | $30.11M | 1.0% | +0.4% | 0.128% | |
| 7/17/2025 | Neumann Capital Management LLC | 152,466 | $11.79M | 3.7% | +7.4% | 0.050% | |
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| 7/17/2025 | LVW Advisors LLC | 392,430 | $30.35M | 3.3% | +4.2% | 0.129% | |
| 7/16/2025 | ORG Partners LLC | 400 | $31K | 0.0% | +177.8% | 0.000% | |
| 7/16/2025 | Meridian Investment Counsel Inc. | 2,593 | $201K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 33,287 | $2.57M | 0.3% | -89.6% | 0.011% | |
| 7/16/2025 | Kathmere Capital Management LLC | 2,966 | $229K | 0.0% | -38.2% | 0.001% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 113,032 | $8.74M | 1.2% | +50.4% | 0.037% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 2,176 | $168K | 0.1% | +43.1% | 0.001% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 8,834 | $683K | 0.0% | -29.5% | 0.003% | |
| 7/16/2025 | Traveka Wealth LLC | 10,542 | $815K | 0.4% | -46.9% | 0.003% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 14,102 | $1.09M | 0.4% | +1.7% | 0.005% | |
| 7/16/2025 | Dakota Wealth Management | 3,812 | $295K | 0.0% | -32.3% | 0.001% | |
| 7/16/2025 | Perigon Wealth Management LLC | 44,075 | $3.41M | 0.1% | +4.6% | 0.015% | |
| 7/15/2025 | Level Financial Advisors | 23,096 | $1.79M | 0.6% | +24.5% | 0.008% | |
| 7/15/2025 | McAdam LLC | 6,636 | $513K | 0.0% | -8.1% | 0.002% | |
| 7/15/2025 | TD Private Client Wealth LLC | 167,432 | $12.95M | 0.3% | -6.3% | 0.055% | |
| 7/15/2025 | Mather Group LLC. | 3,141,376 | $242.95M | 2.6% | +3.2% | 1.035% | |
| 7/15/2025 | Evanson Asset Management LLC | 7,104 | $549K | 0.0% | -40.0% | 0.002% | |
| 7/15/2025 | Brewster Financial Planning LLC | 263,510 | $20.38M | 13.7% | +4.4% | 0.087% | |
| 7/15/2025 | Ballentine Partners LLC | 26,593 | $2.06M | 0.0% | -4.3% | 0.009% | |
| 7/15/2025 | CHB Investment Group LLC | 170,970 | $13.22M | 6.7% | -1.2% | 0.056% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 654,680 | $50.63M | 10.8% | -0.2% | 0.216% | |
| 7/15/2025 | Fifth Third Bancorp | 135,656 | $10.49M | 0.0% | -5.2% | 0.045% | |
| 7/15/2025 | Boyd Wealth Management LLC | 7,348 | $568K | 0.2% | +17.2% | 0.002% | |
| 7/15/2025 | Family Investment Center Inc. | 699,924 | $54.13M | 12.3% | +7.2% | 0.231% | |
| 7/15/2025 | Bay Capital Advisors LLC | 22,559 | $1.75M | 1.3% | +409.1% | 0.007% | |
| 7/15/2025 | Revisor Wealth Management LLC | 34,936 | $2.68M | 1.0% | -1.0% | 0.012% | |
| 7/15/2025 | Family Wealth Partners LLC | 10,785 | $834K | 0.3% | -3.7% | 0.004% | |
| 7/15/2025 | Bank of Stockton | 166,646 | $12.89M | 3.8% | -20.2% | 0.055% | |
| 7/15/2025 | CGN Advisors LLC | 20,394 | $1.58M | 0.1% | +1.4% | 0.007% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 537,925 | $41.60M | 9.8% | -4.5% | 0.177% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 2,700 | $209K | 0.0% | -8.2% | 0.001% | |
| 7/14/2025 | CRA Financial Services LLC | 2,900 | $224K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Chris Bulman Inc | 20,579 | $1.59M | 0.9% | +5.8% | 0.007% | |
| 7/14/2025 | Conrad Siegel Investment Advisors Inc. | 82,272 | $6.36M | 1.4% | +260.7% | 0.027% | |
| 7/14/2025 | BetterWealth LLC | 426,604 | $32.99M | 8.5% | +5.2% | 0.141% | |
| 7/14/2025 | LaFleur & Godfrey LLC | 3,790 | $293K | 0.0% | -9.3% | 0.001% | |
| 7/14/2025 | Friday Financial | 3,113 | $241K | 0.1% | N/A | 0.001% | |
| 7/14/2025 | GAMMA Investing LLC | 146,794 | $11.35M | 0.7% | +47.6% | 0.048% | |
| 7/14/2025 | Ridgewood Investments LLC | 15,051 | $1.16M | 0.5% | +5.0% | 0.005% | |
| 7/14/2025 | Lighthouse Wealth Management Inc. | 15,589 | $1.21M | 1.0% | -2.8% | 0.005% | |
| 7/14/2025 | Flagstar Advisors Inc. | 4,585 | $355K | 0.1% | -7.7% | 0.002% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 20,715 | $1.60M | 0.2% | +112.2% | 0.007% | |
| 7/14/2025 | Southland Equity Partners LLC | 7,087 | $548K | 0.1% | +2.2% | 0.002% | |
| 7/11/2025 | Westfuller Advisors LLC | 41,797 | $3.23M | 1.8% | +0.6% | 0.014% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 2,602 | $201K | 0.1% | N/A | 0.001% | |
| 7/11/2025 | Scott Capital Advisors LLC | 324,630 | $24.91M | 6.7% | +2.3% | 0.107% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 54,253 | $4.20M | 0.9% | +3.5% | 0.018% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 31,920 | $2.47M | 1.1% | -9.2% | 0.011% | |
| 7/11/2025 | Farther Finance Advisors LLC | 519,845 | $40.21M | 0.8% | -1.3% | 0.172% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 6,886 | $533K | 0.2% | +2.6% | 0.002% | |
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| 7/11/2025 | Rockwood Wealth Management LLC | 3,316 | $256K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Spring Capital Management LLC | 16,370 | $1.27M | 0.7% | +0.9% | 0.005% | |
| 7/11/2025 | LongView Wealth Management | 5,797 | $448K | 0.1% | -12.2% | 0.002% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 75,767 | $5.86M | 1.7% | +23.6% | 0.025% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 73,694 | $5.70M | 0.7% | N/A | 0.024% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 129,168 | $9.99M | 0.1% | +198.7% | 0.043% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,979,402 | $151.88M | 0.3% | +12.3% | 0.654% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 5,563 | $427K | 0.2% | N/A | 0.002% | |
| 7/10/2025 | Bath Savings Trust Co | 3,810 | $295K | 0.0% | -17.1% | 0.001% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 51,975 | $4.02M | 1.4% | +1.8% | 0.017% | |
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