| 7/18/2025 | Parsons Capital Management Inc. RI | 11,376 | $3.86M | 0.2% | +2.2% | 0.009% | |
| 7/18/2025 | Pure Financial Advisors LLC | 23,821 | $8.09M | 0.1% | +57.4% | 0.020% | |
| 7/18/2025 | New Wave Wealth Advisors LLC | 7,334 | $2.49M | 1.1% | +55.7% | 0.006% | |
| 7/18/2025 | USA Financial Formulas | 2,316 | $786K | 0.1% | -16.9% | 0.002% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 710 | $241K | 0.1% | +7.4% | 0.001% | |
| 7/18/2025 | Heritage Financial Services LLC | 1,799 | $611K | 0.1% | +4.8% | 0.001% | |
| 7/18/2025 | Founders Capital Management | 395 | $134K | 0.1% | -36.1% | 0.000% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 992 | $337K | 0.2% | N/A | 0.001% | |
| 7/18/2025 | Trust Co. of Vermont | 687 | $233K | 0.0% | +26.5% | 0.001% | |
| 7/18/2025 | SMI Advisory Services LLC | 1,957 | $671K | 0.1% | N/A | 0.002% | |
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| 7/18/2025 | SigFig Wealth Management LLC | 17,340 | $5.85M | 0.2% | +1.3% | 0.014% | |
| 7/18/2025 | Lowery Thomas LLC | 15,005 | $5.10M | 3.3% | +0.2% | 0.012% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 601 | $204K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Truist Financial Corp | 418,739 | $142.19M | 0.2% | +1.7% | 0.348% | |
| 7/17/2025 | One Wealth Advisors LLC | 6,797 | $2.31M | 0.3% | +5.2% | 0.006% | |
| 7/17/2025 | Legacy Wealth Management Inc | 728,850 | $247.50M | 15.4% | -3.9% | 0.604% | |
| 7/17/2025 | Greenleaf Trust | 2,969 | $1.01M | 0.0% | +1.0% | 0.002% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 466,465 | $158.40M | 8.3% | +2,783.3% | 0.387% | |
| 7/17/2025 | XML Financial LLC | 85,227 | $28.94M | 2.5% | -0.8% | 0.071% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 13,053 | $4.43M | 0.4% | +9.9% | 0.011% | |
| 7/17/2025 | HB Wealth Management LLC | 39,724 | $13.49M | 0.1% | -3.6% | 0.033% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 35,654 | $12.11M | 0.0% | -1.3% | 0.030% | |
| 7/17/2025 | Campion Asset Management | 33,275 | $11.30M | 8.5% | -2.1% | 0.028% | |
| 7/17/2025 | Nicholson Meyer Capital Management Inc. | 36,741 | $12.48M | 10.6% | -1.5% | 0.030% | |
| 7/17/2025 | Smith Anglin Financial LLC | 1,106 | $375K | 0.0% | +19.1% | 0.001% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 33,497 | $11.38M | 0.6% | +5.7% | 0.028% | |
| 7/17/2025 | Fifth Third Securities Inc. | 12,862 | $4.37M | 0.3% | +8.0% | 0.011% | |
| 7/17/2025 | Kelly Financial Services LLC | 904 | $307K | 0.1% | N/A | 0.001% | |
| 7/17/2025 | Enclave Advisors LLC | 172,157 | $58.46M | 9.4% | -1.4% | 0.143% | |
| 7/17/2025 | Independence Bank of Kentucky | 373 | $127K | 0.0% | -13.9% | 0.000% | |
| 7/17/2025 | Heritage Investment Group Inc. | 49,633 | $16.85M | 2.9% | +52.8% | 0.041% | |
| 7/17/2025 | Beacon Capital Management LLC | 389 | $132K | 0.0% | +10.5% | 0.000% | |
| 7/17/2025 | Coastline Trust Co | 5,757 | $1.96M | 0.2% | -0.9% | 0.005% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 9,356 | $3.18M | 0.0% | -16.4% | 0.008% | |
| 7/17/2025 | Avior Wealth Management LLC | 16,890 | $5.70M | 0.2% | -1.7% | 0.014% | |
| 7/17/2025 | Neumann Capital Management LLC | 3,939 | $1.34M | 0.4% | -1.3% | 0.003% | |
| 7/17/2025 | XY Planning Network Inc. | 742 | $252K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Diversified Enterprises LLC | 673 | $229K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 5,648 | $1.92M | 0.7% | -4.3% | 0.005% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 643 | $218K | 0.1% | N/A | 0.001% | |
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| 7/16/2025 | ORG Partners LLC | 10,419 | $3.54M | 0.8% | +2.2% | 0.009% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 13,162 | $4.47M | 0.6% | -3.6% | 0.011% | |
| 7/16/2025 | Vision Capital Management Inc. | 5,427 | $1.84M | 0.2% | -2.4% | 0.005% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 687 | $233K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Falcon Wealth Planning | 2,427 | $824K | 0.1% | -1.4% | 0.002% | |
| 7/16/2025 | FORM Wealth Advisors LLC | 2,026 | $688K | 0.1% | +18.0% | 0.002% | |
| 7/16/2025 | LS Investment Advisors LLC | 622 | $211K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | American National Bank & Trust | 26,956 | $9.15M | 0.9% | -9.0% | 0.022% | |
| 7/16/2025 | Dakota Wealth Management | 11,576 | $3.93M | 0.1% | +7.9% | 0.010% | |
| 7/16/2025 | Perigon Wealth Management LLC | 60,168 | $20.43M | 0.5% | +8.3% | 0.050% | |
| 7/16/2025 | Maridea Wealth Management LLC | 5,643 | $1.92M | 0.5% | +3.5% | 0.005% | |
| 7/16/2025 | Plancorp LLC | 11,641 | $3.95M | 0.1% | -6.9% | 0.010% | |
| 7/15/2025 | North Star Investment Management Corp. | 28,310 | $9.61M | 0.7% | -2.2% | 0.023% | |
| 7/15/2025 | Missouri Trust & Investment Co | 750 | $255K | 0.1% | -28.6% | 0.001% | |
| 7/15/2025 | TD Private Client Wealth LLC | 35,477 | $12.05M | 0.3% | -3.3% | 0.029% | |
| 7/15/2025 | Mather Group LLC. | 20,377 | $6.92M | 0.1% | -1.0% | 0.017% | |
| 7/15/2025 | Peddock Capital Advisors LLC | 5,143 | $1.75M | 0.4% | -1.8% | 0.004% | |
| 7/15/2025 | Brewster Financial Planning LLC | 119,766 | $40.67M | 27.4% | +0.9% | 0.099% | |
| 7/15/2025 | Financial Management Professionals Inc. | 118,438 | $40.22M | 4.5% | -4.3% | 0.098% | |
| 7/15/2025 | Ballentine Partners LLC | 215,316 | $73.12M | 1.1% | -3.6% | 0.179% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 814 | $276K | 0.2% | N/A | 0.001% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 10,055 | $3.41M | 0.7% | +0.7% | 0.008% | |
| 7/15/2025 | Fifth Third Bancorp | 387,523 | $131.59M | 0.5% | -0.1% | 0.321% | |
| 7/15/2025 | Retirement Income Solutions Inc | 19,924 | $6.77M | 1.2% | -0.9% | 0.017% | |
| 7/15/2025 | Hippocratic Financial Advisors LLC | 129,694 | $44.04M | 23.5% | N/A | 0.108% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 102,283 | $34.73M | 4.4% | +6.3% | 0.085% | |
| 7/14/2025 | Golden State Equity Partners | 1,679 | $570K | 0.1% | +2.8% | 0.001% | |
| 7/14/2025 | Cherrydale Wealth Management LLC | 11,847 | $4.02M | 1.4% | +350.6% | 0.010% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,843 | $1.65M | 0.1% | +6.8% | 0.004% | |
| 7/14/2025 | Scharf Investments LLC | 1,886 | $641K | 0.0% | +7.3% | 0.002% | |
| 7/14/2025 | Iams Wealth Management LLC | 1,559 | $529K | 0.2% | N/A | 0.001% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 1,836 | $623K | 0.0% | -3.3% | 0.002% | |
| 7/14/2025 | Pacifica Partners Inc. | 90 | $30K | 0.0% | -66.3% | 0.000% | |
| 7/14/2025 | Flagstar Advisors Inc. | 3,084 | $1.05M | 0.3% | -7.0% | 0.003% | |
| 7/14/2025 | Park Avenue Securities LLC | 67,033 | $22.76M | 0.2% | +264.1% | 0.056% | |
| 7/11/2025 | Annex Advisory Services LLC | 1,782 | $605K | 0.0% | -62.9% | 0.001% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 1,788 | $607K | 0.4% | -2.9% | 0.001% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 8,936 | $3.04M | 0.4% | +70.7% | 0.007% | |
| 7/11/2025 | BTC Capital Management Inc. | 71,519 | $24.29M | 2.0% | +1.7% | 0.059% | |
| 7/11/2025 | Ridgeline Wealth LLC | 1,516 | $515K | 0.4% | -2.6% | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,042 | $2.73M | 0.1% | +3.3% | 0.007% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 5,063 | $1.72M | 0.1% | +4,119.2% | 0.004% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 11,980 | $4.09M | 0.9% | -5.9% | 0.010% | |
| 7/11/2025 | UMB Bank n.a. | 51,261 | $17.41M | 0.3% | +0.7% | 0.043% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 4,641 | $1.58M | 1.0% | -18.5% | 0.004% | |
| 7/11/2025 | Shelton Wealth Management LLC | 15,524 | $5.27M | 2.5% | -5.7% | 0.013% | |
| 7/11/2025 | My Legacy Advisors LLC | 657 | $226K | 0.1% | N/A | 0.001% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 3,753 | $1.27M | 0.1% | -9.6% | 0.003% | |
| 7/11/2025 | LongView Wealth Management | 1,253 | $426K | 0.1% | -20.5% | 0.001% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 1,611 | $547K | 0.1% | -4.3% | 0.001% | |
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| 7/11/2025 | Diversified Trust Co | 17,927 | $6.09M | 0.1% | +87.5% | 0.015% | |
| 7/11/2025 | Elk River Wealth Management LLC | 12,515 | $4.25M | 0.7% | -0.4% | 0.010% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 1,214,071 | $412.26M | 0.1% | N/A | 1.007% | |
| 7/11/2025 | MKD Wealth Coaches LLC | 10,825 | $3.68M | 3.9% | -4.1% | 0.009% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 143 | $49K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Oldfather Financial Services LLC | 3,042 | $1.03M | 0.4% | +9.6% | 0.003% | |
| 7/10/2025 | Trust Point Inc. | 56,664 | $19.24M | 1.8% | -6.1% | 0.047% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 43,104 | $14.64M | 1.1% | +5.5% | 0.036% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 7,527 | $2.56M | 0.0% | -4.2% | 0.006% | |
| 7/10/2025 | Fulton Bank N.A. | 1,995 | $677K | 0.0% | -2.4% | 0.002% | |
