| 7/25/2025 | Atria Wealth Solutions Inc. | 3,565 | $355K | 0.0% | -94.5% | 0.006% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,558 | $1.55M | 0.0% | +4.9% | 0.026% | |
| 7/25/2025 | Wealth Architects LLC | 112,540 | $11.20M | 1.1% | +11.3% | 0.185% | |
| 7/25/2025 | St. Louis Trust Co | 20,020 | $1.99M | 0.3% | -43.8% | 0.033% | |
| 7/25/2025 | Almanack Investment Partners LLC. | 3,495 | $348K | 0.1% | N/A | 0.006% | |
| 7/25/2025 | Ellis Investment Partners LLC | 147,294 | $14.65M | 2.8% | -0.7% | 0.243% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 342,838 | $34.11M | 1.8% | +2.7% | 0.565% | |
| 7/25/2025 | Prostatis Group LLC | 5,795 | $577K | 0.2% | +125.5% | 0.010% | |
| 7/25/2025 | SPC Financial Inc. | 248,243 | $24.70M | 2.1% | +2.2% | 0.409% | |
| 7/25/2025 | CWM LLC | 18,319 | $1.82M | 0.0% | +13.4% | 0.030% | |
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| 7/25/2025 | Concurrent Investment Advisors LLC | 39,692 | $3.95M | 0.1% | -28.4% | 0.065% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 5,672 | $564K | 0.0% | -6.4% | 0.009% | |
| 7/25/2025 | GFS Advisors LLC | 12,773 | $1.27M | 0.2% | -6.5% | 0.021% | |
| 7/25/2025 | Apollon Wealth Management LLC | 10,339 | $1.03M | 0.0% | -15.1% | 0.017% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 4,139 | $412K | 0.0% | +10.1% | 0.007% | |
| 7/25/2025 | PrairieView Partners LLC | 21,047 | $2.09M | 0.2% | -0.7% | 0.035% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 303 | $30K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 81,403 | $8.10M | 0.5% | -4.0% | 0.134% | |
| 7/24/2025 | Thompson Investment Management Inc. | 8,387 | $834K | 0.1% | +5.1% | 0.014% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 6,246 | $621K | 0.0% | N/A | 0.010% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 10,069 | $1.00M | 0.2% | -2.5% | 0.017% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 29,932 | $2.98M | 0.2% | +14.3% | 0.049% | |
| 7/24/2025 | Blair William & Co. IL | 8,436 | $839K | 0.0% | -19.1% | 0.014% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 953 | $95K | 0.1% | +14.4% | 0.002% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 72,086 | $7.17M | 0.9% | -1.5% | 0.119% | |
| 7/24/2025 | MSH Capital Advisors LLC | 25,036 | $2.49M | 0.7% | +1.2% | 0.041% | |
| 7/24/2025 | US Bancorp DE | 67,174 | $6.68M | 0.0% | -13.2% | 0.111% | |
| 7/23/2025 | Columbus Macro LLC | 2,238 | $223K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | First Merchants Corp | 19,460 | $1.94M | 0.1% | -1.8% | 0.032% | |
| 7/23/2025 | LifeSteps Financial Inc. | 21,511 | $2.14M | 1.5% | +4.5% | 0.035% | |
| 7/23/2025 | Lansing Street Advisors | 45,801 | $4.56M | 1.4% | -52.6% | 0.075% | |
| 7/23/2025 | Pure Portfolios Holdings LLC | 4,803 | $478K | 0.2% | +7.8% | 0.008% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 65,120 | $6.48M | 0.4% | -17.6% | 0.107% | |
| 7/23/2025 | RMG Wealth Management LLC | 302 | $31K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 4,898 | $487K | 0.2% | N/A | 0.008% | |
| 7/23/2025 | Country Club Bank | 15,376 | $1.53M | 0.1% | -1.8% | 0.025% | |
| 7/23/2025 | KPP Advisory Services LLC | 2,573 | $256K | 0.1% | -9.1% | 0.004% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 855,227 | $85.09M | 1.1% | -3.5% | 1.408% | |
| 7/22/2025 | Evensky & Katz LLC | 33,686 | $3.35M | 0.2% | -22.3% | 0.055% | |
| 7/22/2025 | Valpey Financial Services LLC | 9,492 | $944K | 0.7% | N/A | 0.016% | |
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| 7/22/2025 | Grimes & Company Inc. | 3,133 | $312K | 0.0% | -3.4% | 0.005% | |
| 7/22/2025 | Hubbell Strickland Wealth Management LLC | 5,348 | $532K | 0.2% | -5.8% | 0.009% | |
| 7/22/2025 | JSF Financial LLC | 4,630 | $461K | 0.1% | +26.7% | 0.008% | |
| 7/21/2025 | Quent Capital LLC | 46,224 | $4.60M | 0.4% | -9.3% | 0.076% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,004 | $498K | 0.0% | -23.7% | 0.008% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 42,541 | $4.23M | 0.1% | -5.8% | 0.070% | |
| 7/21/2025 | HighMark Wealth Management LLC | 1,549 | $154K | 0.1% | +283.4% | 0.003% | |
| 7/21/2025 | Abacus Planning Group Inc. | 52,954 | $5.27M | 0.6% | +91.8% | 0.087% | |
| 7/21/2025 | Pacific Financial Group Inc. | 12,582 | $1.25M | 1.0% | -10.5% | 0.021% | |
| 7/21/2025 | Hilltop National Bank | 1,013 | $101K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 45,036 | $4.48M | 0.5% | +3.3% | 0.074% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 2,264 | $225K | 0.0% | +7.1% | 0.004% | |
| 7/18/2025 | Vicus Capital | 5,618 | $559K | 0.0% | -2.0% | 0.009% | |
| 7/18/2025 | Pure Financial Advisors LLC | 5,512 | $548K | 0.0% | +6.9% | 0.009% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 28,765 | $2.86M | 0.3% | -6.4% | 0.047% | |
| 7/18/2025 | SigFig Wealth Management LLC | 11,333 | $1.13M | 0.0% | +20.3% | 0.019% | |
| 7/18/2025 | PBMares Wealth Management LLC | 10,119 | $1.01M | 0.2% | +1.5% | 0.017% | |
| 7/18/2025 | Liberty Capital Management Inc. | 32,068 | $3.19M | 0.6% | +5.4% | 0.053% | |
| 7/18/2025 | Truist Financial Corp | 158,403 | $15.76M | 0.0% | -7.9% | 0.261% | |
| 7/17/2025 | One Wealth Advisors LLC | 25,887 | $2.58M | 0.4% | -3.3% | 0.043% | |
| 7/17/2025 | Mainsail Financial Group LLC | 29,713 | $3.01M | 1.4% | +3.4% | 0.049% | |
| 7/17/2025 | Park Place Capital Corp | 11,947 | $1.22M | 0.3% | -3.8% | 0.020% | |
| 7/17/2025 | Capital Investment Advisors LLC | 2,862 | $285K | 0.0% | +5.2% | 0.005% | |
| 7/17/2025 | Northwest Wealth Management LLC | 5,527 | $550K | 0.1% | +3.6% | 0.009% | |
| 7/17/2025 | HB Wealth Management LLC | 2,085 | $207K | 0.0% | -10.5% | 0.003% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 36,961 | $3.68M | 0.0% | -15.7% | 0.061% | |
| 7/17/2025 | Campion Asset Management | 10,488 | $1.04M | 0.8% | -1.6% | 0.017% | |
| 7/17/2025 | Smith Anglin Financial LLC | 9,581 | $953K | 0.1% | -15.9% | 0.016% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 3,351 | $333K | 0.0% | -8.4% | 0.006% | |
| 7/17/2025 | Oakworth Capital Inc. | 1,323 | $132K | 0.0% | -22.7% | 0.002% | |
| 7/17/2025 | Fifth Third Securities Inc. | 5,302 | $527K | 0.0% | -5.2% | 0.009% | |
| 7/17/2025 | Enclave Advisors LLC | 3,538 | $352K | 0.1% | -36.6% | 0.006% | |
| 7/17/2025 | Fiduciary Advisors Inc. | 4,130 | $411K | 0.4% | +3.5% | 0.007% | |
| 7/17/2025 | Sound Income Strategies LLC | 5,621 | $559K | 0.0% | -80.3% | 0.009% | |
| 7/17/2025 | First County Bank CT | 51,045 | $5.08M | 2.7% | -4.7% | 0.084% | |
| 7/17/2025 | Global Trust Asset Management LLC | 2,441 | $243K | 0.1% | -11.3% | 0.004% | |
| 7/17/2025 | Smith Salley Wealth Management | 2,614 | $260K | 0.0% | N/A | 0.004% | |
| 7/17/2025 | Coastline Trust Co | 1,397 | $139K | 0.0% | -26.9% | 0.002% | |
| 7/17/2025 | Avior Wealth Management LLC | 21,765 | $2.17M | 0.1% | +0.6% | 0.036% | |
| 7/17/2025 | Neumann Capital Management LLC | 26,520 | $2.64M | 0.8% | +4.1% | 0.044% | |
| 7/16/2025 | Squire Investment Management Company LLC | 9,761 | $971K | 0.4% | +12.3% | 0.016% | |
| 7/16/2025 | ORG Partners LLC | 1,797 | $184K | 0.0% | +6.3% | 0.003% | |
| 7/16/2025 | Stillwater Capital Advisors LLC | 18,116 | $1.80M | 0.2% | +0.7% | 0.030% | |
| 7/16/2025 | Kendall Capital Management | 6,229 | $620K | 0.2% | +8.5% | 0.010% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 5,510 | $548K | 0.4% | -6.5% | 0.009% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 35,560 | $3.54M | 0.4% | -4.1% | 0.059% | |
| 7/16/2025 | Fortune Financial Advisors LLC | 2,098 | $209K | 0.2% | -4.7% | 0.003% | |
| 7/15/2025 | Total Wealth Planning LLC | 7,896 | $786K | 0.1% | N/A | 0.013% | |
| 7/15/2025 | TD Private Client Wealth LLC | 9,660 | $961K | 0.0% | -6.7% | 0.016% | |
| 7/15/2025 | Mather Group LLC. | 16,861 | $1.68M | 0.0% | +8.9% | 0.028% | |
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| 7/15/2025 | Evanson Asset Management LLC | 77,392 | $7.70M | 0.5% | -0.7% | 0.127% | |
| 7/15/2025 | Ballentine Partners LLC | 26,076 | $2.59M | 0.0% | -2.2% | 0.043% | |
| 7/15/2025 | Axis Wealth Partners LLC | 4,717 | $469K | 0.3% | +116.4% | 0.008% | |
| 7/15/2025 | Fifth Third Bancorp | 59,309 | $5.90M | 0.0% | -7.5% | 0.098% | |
| 7/15/2025 | MCF Advisors LLC | 10,881 | $1.08M | 0.1% | -8.9% | 0.018% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 88,873 | $8.84M | 1.1% | -1.9% | 0.146% | |
| 7/15/2025 | Financial Partners Group Inc | 7,441 | $740K | 0.1% | -2.5% | 0.012% | |
| 7/15/2025 | Bfsg LLC | 4,075 | $405K | 0.0% | -11.1% | 0.007% | |
| 7/14/2025 | Occidental Asset Management LLC | 60,806 | $6.05M | 0.8% | +15.1% | 0.100% | |
| 7/14/2025 | Baring Financial LLC | 22,132 | $2.20M | 1.6% | +6.7% | 0.036% | |
