| 7/18/2025 | Ledgewood Wealth Advisors LLC | 336,100 | $14.24M | 9.0% | -0.5% | 0.166% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 5,831 | $247K | 0.0% | -9.0% | 0.003% | |
| 7/18/2025 | Pure Financial Advisors LLC | 28,222 | $1.20M | 0.0% | +44.1% | 0.014% | |
| 7/18/2025 | Meritas Wealth Management LLC | 62,102 | $2.63M | 1.4% | -3.7% | 0.031% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 5,407 | $229K | 0.1% | N/A | 0.003% | |
| 7/18/2025 | PBMares Wealth Management LLC | 909,269 | $38.52M | 7.0% | -2.8% | 0.449% | |
| 7/18/2025 | Truist Financial Corp | 113,555 | $4.81M | 0.0% | +2.1% | 0.056% | |
| 7/18/2025 | FMB Wealth Management | 218,270 | $9.25M | 4.4% | -4.6% | 0.108% | |
| 7/17/2025 | Mattern Wealth Management LLC | 149,226 | $6.32M | 1.3% | +2.3% | 0.074% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 6,409 | $272K | 0.1% | -45.9% | 0.003% | |
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| 7/17/2025 | Lauterbach Financial Advisors LLC | 36,999 | $1.57M | 0.9% | +24.2% | 0.018% | |
| 7/17/2025 | Northwest Wealth Management LLC | 24,861 | $1.05M | 0.2% | N/A | 0.012% | |
| 7/17/2025 | HB Wealth Management LLC | 1,365,823 | $57.86M | 0.5% | -19.7% | 0.675% | |
| 7/17/2025 | Claris Advisors LLC MO | 456,829 | $19.35M | 6.7% | +328.2% | 0.226% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,834 | $332K | 0.0% | N/A | 0.004% | |
| 7/17/2025 | Elser Financial Planning Inc | 2,020,856 | $86.23M | 5.2% | N/A | 0.999% | |
| 7/17/2025 | Baron Silver Stevens Financial Advisors LLC | 88,790 | $3.76M | 0.6% | +2.9% | 0.044% | |
| 7/17/2025 | ERn Financial LLC | 66,626 | $2.82M | 0.6% | -4.1% | 0.033% | |
| 7/17/2025 | Heritage Investment Group Inc. | 514,569 | $21.80M | 3.8% | +2.6% | 0.254% | |
| 7/17/2025 | Sterling Wealth Advisors Inc | 1,029,072 | $44.10M | 31.2% | +9.5% | 0.509% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 367,975 | $15.59M | 1.4% | +6.6% | 0.182% | |
| 7/17/2025 | XY Planning Network Inc. | 10,940 | $463K | 0.2% | N/A | 0.005% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 812,484 | $34.42M | 5.9% | +4.5% | 0.402% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 113,839 | $4.82M | 2.9% | -1.0% | 0.056% | |
| 7/16/2025 | Builder Investment Group Inc. ADV | 10,403 | $441K | 0.1% | +6.3% | 0.005% | |
| 7/16/2025 | Squire Investment Management Company LLC | 26,161 | $1.11M | 0.4% | -1.2% | 0.013% | |
| 7/16/2025 | Signaturefd LLC | 7,433 | $315K | 0.0% | +12,715.5% | 0.004% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 36,538 | $1.55M | 1.0% | +1.6% | 0.018% | |
| 7/16/2025 | BOS Asset Management LLC | 5,168 | $219K | 0.1% | N/A | 0.003% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 2,111,792 | $89.46M | 21.0% | -4.8% | 1.044% | |
| 7/16/2025 | FCG Investment Co | 10,992 | $466K | 0.2% | N/A | 0.005% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 142,666 | $6.04M | 1.8% | -42.5% | 0.071% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 97,470 | $4.13M | 0.3% | N/A | 0.048% | |
| 7/16/2025 | Perigon Wealth Management LLC | 409,663 | $17.35M | 0.4% | +2.8% | 0.203% | |
| 7/16/2025 | Kennedy Investment Group | 95,492 | $4.05M | 1.7% | -5.0% | 0.047% | |
| 7/16/2025 | Plancorp LLC | 796,250 | $33.73M | 1.2% | +0.1% | 0.394% | |
| 7/16/2025 | Exeter Financial LLC | 96,253 | $4.08M | 1.8% | +10.0% | 0.048% | |
| 7/16/2025 | Tassel Capital Management Inc. | 352,693 | $14.94M | 11.5% | -4.1% | 0.174% | |
| 7/15/2025 | Total Wealth Planning LLC | 9,924 | $420K | 0.1% | -21.7% | 0.005% | |
| 7/15/2025 | Evanson Asset Management LLC | 12,945 | $548K | 0.0% | -56.0% | 0.006% | |
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| 7/15/2025 | RVW Wealth LLC | 4,331,669 | $183.49M | 15.6% | +56.1% | 2.142% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 224,182 | $9.50M | 6.1% | +47.8% | 0.111% | |
| 7/15/2025 | Kraft Asset Management LLC | 11,973 | $507K | 0.5% | -2.5% | 0.006% | |
| 7/15/2025 | Maseco LLP | 756,976 | $32.06M | 1.2% | N/A | 0.374% | |
| 7/15/2025 | Axis Wealth Partners LLC | 12,840 | $544K | 0.4% | -1.9% | 0.006% | |
| 7/15/2025 | Bay Capital Advisors LLC | 14,752 | $625K | 0.5% | +2.2% | 0.007% | |
| 7/15/2025 | Kure Advisory LLC | 554,274 | $23.48M | 15.4% | +8.4% | 0.274% | |
| 7/15/2025 | ACT Advisors LLC. | 586,499 | $24.84M | 11.5% | -0.4% | 0.290% | |
| 7/15/2025 | CGN Advisors LLC | 95,032 | $4.03M | 0.4% | -31.4% | 0.047% | |
| 7/14/2025 | Kooman & Associates | 2,709,582 | $114.78M | 38.8% | +0.4% | 1.340% | |
| 7/14/2025 | Cherrydale Wealth Management LLC | 251,963 | $10.67M | 3.7% | +2.8% | 0.125% | |
| 7/14/2025 | AdvisorNet Financial Inc | 918,120 | $38.89M | 2.5% | +54.5% | 0.455% | |
| 7/14/2025 | Financial Harvest LLC | 12,573 | $533K | 0.4% | N/A | 0.006% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 316,413 | $13.40M | 5.3% | +22.8% | 0.157% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 216,958 | $9.19M | 0.3% | +1.2% | 0.107% | |
| 7/14/2025 | Chico Wealth RIA | 149,602 | $6.34M | 5.0% | -1.9% | 0.074% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 47,264 | $2.00M | 1.0% | -6.5% | 0.023% | |
| 7/14/2025 | Capstone Wealth Management LLC | 39,091 | $1.66M | 1.5% | +8.0% | 0.019% | |
| 7/14/2025 | Park Avenue Securities LLC | 160,114 | $6.78M | 0.1% | +3.7% | 0.079% | |
| 7/14/2025 | Sowell Financial Services LLC | 151,782 | $6.43M | 0.3% | +8.6% | 0.075% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 407,023 | $17.24M | 2.7% | +1.6% | 0.202% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 119,399 | $5.06M | 2.3% | +4.7% | 0.059% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 597,517 | $25.31M | 3.4% | -1.8% | 0.296% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 648,830 | $27.48M | 12.7% | +6.9% | 0.322% | |
| 7/11/2025 | Kaufman Rossin Wealth LLC | 33,459 | $1.42M | 0.9% | -5.0% | 0.017% | |
| 7/11/2025 | Farther Finance Advisors LLC | 199,258 | $8.44M | 0.2% | -6.2% | 0.099% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 122,144 | $5.17M | 3.4% | +1.8% | 0.061% | |
| 7/11/2025 | Pioneer Wealth Management Group | 1,301,476 | $55.13M | 20.4% | +8.0% | 0.645% | |
| 7/10/2025 | Sterling Financial Group Inc. | 91,296 | $3.87M | 1.3% | -1.0% | 0.045% | |
| 7/10/2025 | Marshall Financial Group LLC | 38,143 | $1.63M | 0.3% | -14.5% | 0.019% | |
| 7/10/2025 | Weinberger Asset Management Inc | 228,055 | $9.66M | 3.7% | +1.0% | 0.113% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 125,125 | $5.30M | 1.3% | -24.2% | 0.062% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 16,150 | $684K | 0.2% | N/A | 0.008% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,935,348 | $83.16M | 0.1% | +58.0% | 0.960% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 12,730 | $546K | 0.2% | N/A | 0.006% | |
| 7/10/2025 | Wedmont Private Capital | 6,659 | $286K | 0.0% | N/A | 0.003% | |
| 7/10/2025 | Shira Ridge Wealth Management | 513,147 | $21.74M | 9.9% | -2.4% | 0.254% | |
| 7/9/2025 | Blodgett Wealth Advisors LLC | 5,712 | $242K | 0.2% | -5.9% | 0.003% | |
| 7/9/2025 | Catalyst Private Wealth LLC | 84,900 | $3.60M | 1.6% | -11.8% | 0.042% | |
| 7/9/2025 | Krilogy Financial LLC | 1,616,979 | $68.50M | 3.9% | +3.6% | 0.802% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 72,122 | $3.06M | 0.5% | -3.5% | 0.036% | |
| 7/9/2025 | Shore Point Advisors LLC | 57,996 | $2.46M | 1.2% | +3.6% | 0.029% | |
| 7/9/2025 | GEM Asset Management LLC | 136,652 | $5.83M | 3.0% | +0.8% | 0.068% | |
| 7/9/2025 | Hiley Hunt Wealth Management | 36,910 | $1.58M | 0.8% | +3.6% | 0.018% | |
| 7/9/2025 | HFG Wealth Management LLC | 138,374 | $5.86M | 3.5% | -0.4% | 0.069% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 69,328 | $2.94M | 1.2% | +16.3% | 0.034% | |
| 7/8/2025 | Apella Capital LLC | 99,230 | $4.23M | 0.1% | -8.5% | 0.049% | |
| 7/8/2025 | Peirce Capital Management LLC | 26,054 | $1.10M | 0.5% | +205.5% | 0.013% | |
| 7/7/2025 | Versant Capital Management Inc | 64,449 | $2.73M | 0.4% | -2.0% | 0.032% | |
| 7/3/2025 | Lam Group Inc. | 12,900 | $546K | 0.4% | +6.3% | 0.006% | |
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| 7/3/2025 | Fiduciary Financial Group LLC | 100,686 | $4.27M | 0.8% | +3.6% | 0.051% | |
| 7/2/2025 | Helen Stephens Group LLC | 150,064 | $6.36M | 1.6% | +29.4% | 0.076% | |
| 6/13/2025 | Optima Capital LLC | 21,128 | $812K | 0.5% | +41.8% | 0.011% | |
| 6/6/2025 | Blue Oak Capital LLC | 5,180 | $199K | 0.1% | -56.1% | 0.003% | |
| 6/3/2025 | Invst LLC | 102,757 | $3.95M | 0.5% | +23.9% | 0.053% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 10,882 | $418K | 0.2% | N/A | 0.006% | |
| 5/27/2025 | Jacobi Capital Management LLC | 284,316 | $10.93M | 0.8% | +43.4% | 0.146% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,018 | $424K | 0.0% | +330.9% | 0.006% | |
| 5/20/2025 | Focus Partners Wealth | 2,014,003 | $77.42M | 0.2% | +21.3% | 1.034% | |
| 5/19/2025 | Jane Street Group LLC | 67,003 | $2.58M | 0.0% | N/A | 0.034% | |
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