| 8/8/2025 | Kingsview Wealth Management LLC | 25,487 | $2.02M | 0.0% | +3.8% | 0.085% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 104,770 | $8.32M | 0.0% | +19.0% | 0.349% | |
| 8/8/2025 | Cetera Investment Advisers | 209,018 | $16.60M | 0.0% | -16.3% | 0.697% | |
| 8/8/2025 | Creative Planning | 19,093 | $1.52M | 0.0% | +1.6% | 0.064% | |
| 8/8/2025 | WealthShield Partners LLC | 90,842 | $7.22M | 0.9% | -0.8% | 0.303% | |
| 8/8/2025 | Meridian Wealth Management LLC | 5,579 | $443K | 0.0% | -2.6% | 0.019% | |
| 8/8/2025 | Wrapmanager Inc. | 8,031 | $638K | 0.2% | +4.6% | 0.027% | |
| 8/8/2025 | Ignite Planners LLC | 28,240 | $2.30M | 0.3% | +0.9% | 0.094% | |
| 8/8/2025 | Bailard Inc. | 48,289 | $3.84M | 0.1% | -1.9% | 0.161% | |
| 8/7/2025 | Allworth Financial LP | 12,785 | $1.02M | 0.0% | -7.6% | 0.043% | |
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| 8/7/2025 | Fidelis Capital Partners LLC | 33,117 | $2.63M | 0.2% | +43.3% | 0.110% | |
| 8/7/2025 | PFG Advisors | 6,603 | $524K | 0.0% | -5.2% | 0.022% | |
| 8/6/2025 | AE Wealth Management LLC | 569,021 | $45.20M | 0.3% | +2.0% | 1.897% | |
| 8/6/2025 | Rialto Wealth Management LLC | 33,429 | $2.66M | 0.7% | -1.8% | 0.111% | |
| 8/6/2025 | Broadview Financial Management LLC | 8,580 | $682K | 0.5% | +3.5% | 0.029% | |
| 8/6/2025 | Texas Yale Capital Corp. | 9,100 | $723K | 0.0% | +38.4% | 0.030% | |
| 8/6/2025 | Able Wealth Management LLC | 5,402 | $429K | 0.2% | N/A | 0.018% | |
| 8/6/2025 | Convergence Financial LLC | 282,007 | $22.40M | 3.9% | +5.3% | 0.940% | |
| 8/5/2025 | Burney Co. | 2,586 | $205K | 0.0% | -24.2% | 0.009% | |
| 8/5/2025 | LTG Capital LLC | 14,876 | $1.18M | 1.0% | -2.5% | 0.050% | |
| 8/5/2025 | TIAA Trust National Association | 555,840 | $44.15M | 0.1% | -7.6% | 1.853% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,372 | $268K | 0.0% | N/A | 0.011% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 278,533 | $22.12M | 1.0% | +1.2% | 0.928% | |
| 8/4/2025 | IFG Advisory LLC | 9,444 | $750K | 0.0% | -46.9% | 0.031% | |
| 8/4/2025 | Atria Investments Inc | 9,580 | $761K | 0.0% | +12.6% | 0.032% | |
| 8/1/2025 | First National Trust Co | 358,855 | $28.50M | 1.1% | +5.2% | 1.196% | |
| 8/1/2025 | Centerpoint Advisors LLC | 3,774 | $300K | 0.1% | -3.8% | 0.013% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 56,969 | $4.53M | 0.4% | -12.7% | 0.190% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 14,092 | $1.12M | 0.6% | +1.8% | 0.047% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 49,746 | $3.95M | 0.0% | -84.9% | 0.166% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 7,073 | $562K | 0.0% | N/A | 0.024% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 19,441 | $1.54M | 0.0% | -21.6% | 0.065% | |
| 7/31/2025 | Sharper & Granite LLC | 6,800 | $557K | 0.2% | +3.5% | 0.023% | |
| 7/30/2025 | KPP Advisory Services LLC | 7,802 | $620K | 0.1% | +1.9% | 0.026% | |
| 7/30/2025 | Insight Advisors LLC PA | 6,898 | $548K | 0.1% | -3.1% | 0.023% | |
| 7/30/2025 | Freedom Investment Management Inc. | 59,743 | $4.75M | 0.4% | -0.7% | 0.199% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 4,271 | $339K | 0.0% | -28.1% | 0.014% | |
| 7/30/2025 | Brookstone Capital Management | 29,591 | $2.35M | 0.0% | -1.7% | 0.099% | |
| 7/30/2025 | Wallace Advisory Group LLC | 4,242 | $327K | 0.2% | -3.5% | 0.014% | |
| 7/30/2025 | Klingman & Associates LLC | 372,304 | $29.57M | 1.6% | +7.6% | 1.241% | |
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| 7/30/2025 | Drive Wealth Management LLC | 3,565 | $283K | 0.1% | -6.2% | 0.012% | |
| 7/29/2025 | Salomon & Ludwin LLC | 17,870 | $1.46M | 0.1% | +11.9% | 0.060% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 48,575 | $4.03M | 0.1% | +3.4% | 0.162% | |
| 7/29/2025 | Goldstein Advisors LLC | 3,250 | $258K | 0.0% | +20.1% | 0.011% | |
| 7/29/2025 | Swmg LLC | 5,339 | $438K | 0.1% | -5.3% | 0.018% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 50,347 | $4.00M | 0.1% | -24.0% | 0.168% | |
| 7/29/2025 | May Barnhard Investments LLC | 70,934 | $5.63M | 2.6% | -4.5% | 0.236% | |
| 7/29/2025 | Private Wealth Management Group LLC | 132,360 | $10.51M | 3.5% | -1.0% | 0.441% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 40,440 | $3.21M | 0.2% | -5.7% | 0.135% | |
| 7/29/2025 | Lutz Financial Services LLC | 701,235 | $55.70M | 4.3% | -0.4% | 2.337% | |
| 7/29/2025 | Rodgers & Associates LTD | 215,566 | $17.12M | 1.9% | -0.2% | 0.719% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 18,490 | $1.47M | 0.1% | +1.3% | 0.062% | |
| 7/29/2025 | Financial Guidance Group Inc. | 23,037 | $1.83M | 0.9% | -2.6% | 0.077% | |
| 7/28/2025 | Cypress Wealth Services LLC | 2,708 | $215K | 0.0% | -11.2% | 0.009% | |
| 7/25/2025 | NorthRock Partners LLC | 1,369,003 | $108.74M | 2.8% | +3.1% | 4.563% | |
| 7/25/2025 | Courage Miller Partners LLC | 31,088 | $2.47M | 0.8% | +4.7% | 0.104% | |
| 7/25/2025 | MGO One Seven LLC | 19,360 | $1.54M | 0.0% | -2.3% | 0.065% | |
| 7/25/2025 | Bill Few Associates Inc. | 29,109 | $2.31M | 0.7% | +153.7% | 0.097% | |
| 7/25/2025 | CWM LLC | 153,866 | $12.22M | 0.0% | +8.0% | 0.513% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 31,805 | $2.53M | 0.3% | -1.8% | 0.106% | |
| 7/24/2025 | JNBA Financial Advisors | 108,014 | $8.58M | 0.8% | -8.3% | 0.360% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 6,806 | $541K | 0.1% | -1.8% | 0.023% | |
| 7/24/2025 | Blair William & Co. IL | 2,886 | $229K | 0.0% | -9.4% | 0.010% | |
| 7/23/2025 | Ignite Planners LLC | 28,245 | $2.30M | 0.3% | +0.9% | 0.094% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 31,533 | $2.51M | 0.2% | -3.0% | 0.105% | |
| 7/23/2025 | KPP Advisory Services LLC | 7,802 | $620K | 0.2% | +1.9% | 0.026% | |
| 7/22/2025 | Belpointe Asset Management LLC | 6,210 | $493K | 0.0% | -11.6% | 0.021% | |
| 7/22/2025 | Sage Financial Group Inc. | 76,149 | $6.05M | 0.4% | -0.3% | 0.254% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 41,129 | $3.27M | 0.1% | +7.1% | 0.137% | |
| 7/22/2025 | Diligent Investors LLC | 70,629 | $5.61M | 1.3% | -7.5% | 0.235% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 6,210 | $493K | 0.1% | -11.6% | 0.021% | |
| 7/21/2025 | Montz Harcus Wealth Management LLC | 45,874 | $3.64M | 1.8% | +3.4% | 0.153% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,538 | $360K | 0.0% | +5.8% | 0.015% | |
| 7/18/2025 | Pure Financial Advisors LLC | 15,347 | $1.22M | 0.0% | -8.0% | 0.051% | |
| 7/18/2025 | First Pacific Financial | 358,986 | $28.51M | 4.2% | +1.6% | 1.197% | |
| 7/18/2025 | Truist Financial Corp | 21,005 | $1.67M | 0.0% | -23.9% | 0.070% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 4,231 | $337K | 0.1% | -3.6% | 0.014% | |
| 7/17/2025 | LexAurum Advisors LLC | 10,364 | $823K | 0.1% | +23.9% | 0.034% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,705 | $453K | 0.0% | -21.3% | 0.019% | |
| 7/17/2025 | Smith Anglin Financial LLC | 18,530 | $1.47M | 0.1% | -7.7% | 0.062% | |
| 7/17/2025 | Fifth Third Securities Inc. | 5,611 | $446K | 0.0% | +4.3% | 0.019% | |
| 7/17/2025 | ERn Financial LLC | 196,840 | $15.64M | 3.3% | -6.3% | 0.655% | |
| 7/17/2025 | Avior Wealth Management LLC | 77,880 | $6.19M | 0.2% | -61.4% | 0.259% | |
| 7/17/2025 | KWB Wealth | 117,493 | $9.05M | 1.0% | -34.8% | 0.391% | |
| 7/16/2025 | Falcon Wealth Planning | 4,644 | $369K | 0.0% | -29.8% | 0.015% | |
| 7/16/2025 | Motive Wealth Advisors | 4,677 | $371K | 0.2% | +60.6% | 0.016% | |
| 7/15/2025 | McAdam LLC | 153,601 | $12.20M | 0.7% | -1.2% | 0.511% | |
| 7/15/2025 | Signet Financial Management LLC | 135,364 | $10.75M | 1.4% | -8.4% | 0.450% | |
| 7/15/2025 | Total Wealth Planning LLC | 102,071 | $8.11M | 1.0% | +6.9% | 0.340% | |
| 7/15/2025 | Norden Group LLC | 5,409 | $430K | 0.0% | +38.3% | 0.018% | |
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| 7/15/2025 | Accurate Wealth Management LLC | 18,861 | $1.56M | 0.2% | N/A | 0.063% | |
| 7/14/2025 | Occidental Asset Management LLC | 33,813 | $2.69M | 0.4% | +5.9% | 0.113% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 14,883 | $1.18M | 0.2% | -24.7% | 0.050% | |
| 7/14/2025 | Friday Financial | 4,559 | $362K | 0.2% | -7.4% | 0.015% | |
| 7/14/2025 | Lewis Asset Management LLC | 12,936 | $1.03M | 0.5% | -1.9% | 0.043% | |
| 7/14/2025 | Flagstar Advisors Inc. | 5,117 | $406K | 0.1% | +23.4% | 0.017% | |
| 7/11/2025 | Farther Finance Advisors LLC | 19,906 | $1.58M | 0.0% | -10.6% | 0.066% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 10,352 | $822K | 0.1% | -18.0% | 0.035% | |
| 7/11/2025 | UMB Bank n.a. | 579 | $46K | 0.0% | -40.8% | 0.002% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 781 | $62K | 0.0% | -48.3% | 0.003% | |
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