| 7/18/2025 | Vicus Capital | 12,119 | $1.50M | 0.1% | +3.1% | 0.020% | |
| 7/18/2025 | Pure Financial Advisors LLC | 14,056 | $1.74M | 0.0% | +12.4% | 0.023% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 13,762 | $1.70M | 0.2% | -12.5% | 0.022% | |
| 7/18/2025 | Trust Co. of Vermont | 4,317 | $533K | 0.0% | -8.0% | 0.007% | |
| 7/18/2025 | Truist Financial Corp | 232,672 | $28.75M | 0.0% | -1.8% | 0.376% | |
| 7/17/2025 | C2C Wealth Management LLC | 13,974 | $1.73M | 1.6% | -0.6% | 0.023% | |
| 7/17/2025 | Park Place Capital Corp | 9,767 | $1.23M | 0.3% | -30.3% | 0.016% | |
| 7/17/2025 | Greenleaf Trust | 51,651 | $6.38M | 0.1% | -2.1% | 0.083% | |
| 7/17/2025 | HB Wealth Management LLC | 28,857 | $3.57M | 0.0% | +34.4% | 0.047% | |
| 7/17/2025 | Venture Visionary Partners LLC | 7,492 | $926K | 0.0% | -1.3% | 0.012% | |
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| 7/17/2025 | Campion Asset Management | 27,635 | $3.42M | 2.6% | -1.2% | 0.045% | |
| 7/17/2025 | Smith Anglin Financial LLC | 5,093 | $629K | 0.1% | -27.3% | 0.008% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 15,731 | $1.94M | 0.2% | -12.2% | 0.025% | |
| 7/17/2025 | Sound Income Strategies LLC | 2,624 | $324K | 0.0% | -32.4% | 0.004% | |
| 7/17/2025 | Global Trust Asset Management LLC | 5,564 | $688K | 0.4% | -12.0% | 0.009% | |
| 7/17/2025 | Avior Wealth Management LLC | 16,662 | $2.06M | 0.1% | -1.0% | 0.027% | |
| 7/17/2025 | Neumann Capital Management LLC | 27,110 | $3.35M | 1.1% | +1.4% | 0.044% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 278 | $34K | 0.0% | +44.8% | 0.000% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 111,954 | $13.84M | 1.8% | -6.6% | 0.181% | |
| 7/16/2025 | PFS Partners LLC | 1,515 | $187K | 0.1% | +9.0% | 0.002% | |
| 7/16/2025 | Novem Group | 39,871 | $4.93M | 0.6% | +4.7% | 0.064% | |
| 7/16/2025 | Dakota Wealth Management | 56,308 | $6.96M | 0.1% | +9.6% | 0.091% | |
| 7/16/2025 | Moneywise Inc. | 1,648 | $204K | 0.1% | N/A | 0.003% | |
| 7/16/2025 | Meridian Financial LLC | 7,011 | $866K | 0.6% | -1.8% | 0.011% | |
| 7/15/2025 | TD Private Client Wealth LLC | 13,869 | $1.71M | 0.0% | -22.9% | 0.022% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 6,494 | $803K | 0.4% | -2.4% | 0.010% | |
| 7/15/2025 | IMS Capital Management | 1,646 | $203K | 0.1% | N/A | 0.003% | |
| 7/15/2025 | Accurate Wealth Management LLC | 11,858 | $1.52M | 0.2% | N/A | 0.019% | |
| 7/15/2025 | Axis Wealth Partners LLC | 11,598 | $1.43M | 0.9% | +54.6% | 0.019% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 30,854 | $3.81M | 0.8% | -1.7% | 0.050% | |
| 7/15/2025 | Fifth Third Bancorp | 69,354 | $8.57M | 0.0% | -1.6% | 0.112% | |
| 7/15/2025 | Financial Partners Group Inc | 9,069 | $1.12M | 0.2% | -2.6% | 0.015% | |
| 7/15/2025 | Kwmg LLC | 2,954 | $365K | 0.0% | +2.9% | 0.005% | |
| 7/15/2025 | Bank of Stockton | 8,415 | $1.04M | 0.3% | -9.0% | 0.014% | |
| 7/14/2025 | Wealth Advisory Solutions LLC | 18,593 | $2.30M | 0.6% | -87.8% | 0.030% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 42,965 | $5.31M | 1.2% | +443.8% | 0.069% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,811 | $224K | 0.0% | -16.9% | 0.003% | |
| 7/14/2025 | Lewis Asset Management LLC | 2,750 | $340K | 0.2% | N/A | 0.004% | |
| 7/14/2025 | Sowell Financial Services LLC | 11,825 | $1.46M | 0.1% | +12.9% | 0.019% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 56,207 | $6.95M | 0.8% | -3.6% | 0.091% | |
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| 7/11/2025 | Farther Finance Advisors LLC | 1,531 | $189K | 0.0% | -91.2% | 0.002% | |
| 7/11/2025 | UMB Bank n.a. | 21,662 | $2.68M | 0.0% | -0.4% | 0.035% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 15,565 | $1.92M | 0.6% | -7.5% | 0.025% | |
| 7/11/2025 | Thomasville National Bank | 5,431 | $671K | 0.0% | -14.9% | 0.009% | |
| 7/11/2025 | Grove Bank & Trust | 791 | $98K | 0.0% | -39.4% | 0.001% | |
| 7/10/2025 | Triangle Securities Wealth Management | 3,885 | $480K | 0.1% | +34.6% | 0.006% | |
| 7/10/2025 | Ryan Investment Management Inc. | 252 | $31K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Oldfather Financial Services LLC | 56,566 | $6.99M | 2.4% | +4.6% | 0.091% | |
| 7/10/2025 | Fulton Bank N.A. | 7,000 | $865K | 0.0% | +33.8% | 0.011% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 33,321 | $4.26M | 0.1% | -4.0% | 0.054% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 107,447 | $13.75M | 0.0% | +3.7% | 0.173% | |
| 7/10/2025 | Professional Financial Advisors LLC | 4,884 | $604K | 0.1% | +10.3% | 0.008% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 34,849 | $4.31M | 0.2% | +1.0% | 0.056% | |
| 7/9/2025 | Breakwater Capital Group | 16,517 | $2.04M | 0.3% | +1.5% | 0.027% | |
| 7/9/2025 | Alesco Advisors LLC | 27,999 | $3.46M | 0.1% | -0.4% | 0.045% | |
| 7/9/2025 | Fiduciary Alliance LLC | 4,627 | $572K | 0.0% | +4.4% | 0.007% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 2,928 | $362K | 0.0% | -7.8% | 0.005% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 12,792 | $1.58M | 0.4% | +15.2% | 0.021% | |
| 7/7/2025 | First Citizens Financial Corp | 50,205 | $6.20M | 3.4% | +6.0% | 0.081% | |
| 7/3/2025 | First Hawaiian Bank | 27,555 | $3.41M | 0.5% | -1.6% | 0.044% | |
| 7/2/2025 | InvesTrust | 59,640 | $7.37M | 2.8% | -3.4% | 0.096% | |
| 7/2/2025 | Doliver Advisors LP | 3,950 | $488K | 0.1% | -4.5% | 0.006% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 6,865 | $848K | 0.1% | +17.1% | 0.011% | |
| 6/4/2025 | First Hawaiian Bank | 28,010 | $3.35M | 0.2% | -7.3% | 0.045% | |
| 6/2/2025 | Modern Wealth Management LLC | 14,482 | $1.73M | 0.1% | -97.3% | 0.023% | |
| 5/27/2025 | Advisors Capital Management LLC | 2,617 | $313K | 0.0% | N/A | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 704 | $84K | 0.0% | +16.4% | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 15,413 | $1.85M | 0.1% | +375.0% | 0.024% | |
| 5/20/2025 | Focus Partners Wealth | 117,697 | $14.09M | 0.0% | +64.0% | 0.185% | |
| 5/20/2025 | Flaharty Asset Management LLC | 95,361 | $11.42M | 1.6% | -6.8% | 0.150% | |
| 5/19/2025 | Jane Street Group LLC | 33,973 | $4.07M | 0.0% | +1,449.2% | 0.053% | |
| 5/19/2025 | SCS Capital Management LLC | 7,493 | $897K | 0.0% | N/A | 0.012% | |
| 5/16/2025 | American Trust | 8,861 | $1.06M | 0.3% | -32.6% | 0.014% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 1,673 | $200K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Great Lakes Advisors LLC | 5,452 | $653K | 0.0% | -91.7% | 0.009% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 44,422 | $5.32M | 0.1% | +48.7% | 0.070% | |
| 5/16/2025 | Hamilton Capital LLC | 1,787 | $214K | 0.0% | -93.0% | 0.003% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 30,553 | $3.66M | 0.1% | +19.2% | 0.048% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 73,433 | $8.79M | 0.0% | +163.7% | 0.118% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 2,545 | $305K | 0.1% | +1,771.3% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 132,344 | $14.58M | 0.0% | -15.2% | 0.208% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 5,594 | $670K | 0.4% | -2.6% | 0.009% | |
| 5/16/2025 | NewEdge Advisors LLC | 9,103 | $1.09M | 0.0% | +15.8% | 0.014% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 2,910 | $348K | 0.0% | +5.6% | 0.005% | |
| 5/16/2025 | Hancock Whitney Corp | 5,499 | $658K | 0.0% | +7.3% | 0.009% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 4,279 | $512K | 0.0% | N/A | 0.007% | |
| 5/16/2025 | AQR Capital Management LLC | 19,501 | $2.34M | 0.0% | +268.5% | 0.031% | |
| 5/16/2025 | Alexis Investment Partners LLC | 6,460 | $773K | 0.4% | -9.4% | 0.010% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 445,141 | $53.30M | 3.0% | +6.1% | 0.700% | |
| 5/15/2025 | Flputnam Investment Management Co. | 2,126 | $255K | 0.0% | -68.2% | 0.003% | |
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| 5/15/2025 | Royal Bank of Canada | 542,879 | $65.00M | 0.0% | +3.5% | 0.854% | |
| 5/15/2025 | Betterment LLC | 26,312 | $3.15M | 0.0% | +5.9% | 0.041% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 2,195 | $263K | 0.1% | -14.6% | 0.003% | |
| 5/15/2025 | MAI Capital Management | 330,251 | $39.54M | 0.3% | -7.7% | 0.520% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 5,957 | $713K | 0.0% | -9.7% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 341,094 | $40.84M | 0.1% | -5.7% | 0.537% | |
| 5/15/2025 | Earnest Partners LLC | 7,948 | $952K | 0.0% | +63.7% | 0.013% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 2,489 | $298K | 0.2% | N/A | 0.004% | |
| 5/14/2025 | Ieq Capital LLC | 17,148 | $2.05M | 0.0% | N/A | 0.027% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 2,004 | $240K | 0.0% | -9.1% | 0.003% | |
