| 7/18/2025 | Naples Global Advisors LLC | 54,336 | $1.38M | 0.1% | +5.4% | 0.008% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 34,094 | $863K | 0.1% | -4.0% | 0.005% | |
| 7/18/2025 | Pure Financial Advisors LLC | 13,934 | $353K | 0.0% | -18.2% | 0.002% | |
| 7/18/2025 | RKL Wealth Management LLC | 594,508 | $15.04M | 1.3% | -9.4% | 0.087% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 66,277 | $1.68M | 0.1% | +8.2% | 0.010% | |
| 7/18/2025 | BSW Wealth Partners | 9,874 | $250K | 0.0% | -12.4% | 0.001% | |
| 7/18/2025 | TPG Advisors LLC | 45,261 | $1.15M | 0.8% | -1.8% | 0.007% | |
| 7/18/2025 | TruNorth Capital Management LLC | 862,366 | $21.82M | 4.8% | +17.7% | 0.127% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 132,589 | $3.36M | 0.8% | -14.0% | 0.019% | |
| 7/18/2025 | Northeast Financial Group Inc. | 92,257 | $2.33M | 0.7% | -26.4% | 0.014% | |
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| 7/18/2025 | Client 1ST Advisory Group LLC | 10,218 | $259K | 0.1% | -7.7% | 0.002% | |
| 7/18/2025 | First Pacific Financial | 6,781 | $172K | 0.0% | +23.2% | 0.001% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 108,502 | $2.75M | 0.0% | -11.0% | 0.016% | |
| 7/18/2025 | Lynx Investment Advisory | 19,614 | $496K | 0.3% | +9.6% | 0.003% | |
| 7/18/2025 | Lowery Thomas LLC | 17,289 | $437K | 0.3% | -47.7% | 0.003% | |
| 7/18/2025 | PFG Investments LLC | 20,877 | $528K | 0.0% | +22.8% | 0.003% | |
| 7/18/2025 | Victrix Investment Advisors | 220,297 | $5.57M | 2.5% | -3.2% | 0.032% | |
| 7/18/2025 | Liberty Capital Management Inc. | 130,351 | $3.30M | 0.7% | +3.6% | 0.019% | |
| 7/18/2025 | Truist Financial Corp | 356,205 | $9.01M | 0.0% | +1.5% | 0.052% | |
| 7/18/2025 | Powers Advisory Group LLC | 186,476 | $4.72M | 2.1% | +3.2% | 0.027% | |
| 7/18/2025 | Pennsylvania Capital Management Inc. ADV | 16,773 | $424K | 0.1% | +5.8% | 0.002% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 254,900 | $6.45M | 1.4% | +25.3% | 0.037% | |
| 7/17/2025 | Greenhouse Wealth Management LLC | 59,455 | $1.50M | 1.0% | +4.4% | 0.009% | |
| 7/17/2025 | Mokosak Advisory Group LLC | 1,173,734 | $29.70M | 8.4% | +3.5% | 0.172% | |
| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 20,890 | $529K | 0.1% | +5.7% | 0.003% | |
| 7/17/2025 | Robbins Farley | 2,569 | $65K | 0.0% | +29.3% | 0.000% | |
| 7/17/2025 | Legacy Wealth Management Inc | 1,129,803 | $28.58M | 1.8% | +1.8% | 0.166% | |
| 7/17/2025 | K2 Financial Inc. | 164,965 | $4.23M | 3.7% | +3.2% | 0.024% | |
| 7/17/2025 | Leverty Financial Group LLC | 18,844 | $477K | 0.1% | -42.9% | 0.003% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 1,030,250 | $26.07M | 2.4% | -2.6% | 0.151% | |
| 7/17/2025 | Gleason Group Inc. | 124,698 | $3.16M | 0.3% | +12.3% | 0.018% | |
| 7/17/2025 | LexAurum Advisors LLC | 8,578 | $217K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | HB Wealth Management LLC | 278,250 | $7.04M | 0.1% | -8.7% | 0.041% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 244,183 | $6.18M | 0.9% | +4.9% | 0.036% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 65,242 | $1.65M | 0.0% | -4.7% | 0.010% | |
| 7/17/2025 | Venture Visionary Partners LLC | 71,510 | $1.81M | 0.1% | +1.0% | 0.011% | |
| 7/17/2025 | Smith Anglin Financial LLC | 17,487 | $442K | 0.0% | -10.3% | 0.003% | |
| 7/17/2025 | Elser Financial Planning Inc | 107,945 | $2.77M | 0.2% | -6.3% | 0.016% | |
| 7/17/2025 | Fifth Third Securities Inc. | 200,471 | $5.07M | 0.4% | +0.9% | 0.029% | |
| 7/17/2025 | SWS Partners | 71,014 | $1.80M | 0.5% | +2.4% | 0.010% | |
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| 7/17/2025 | Prepared Retirement Institute LLC | 12,897 | $326K | 0.2% | -11.4% | 0.002% | |
| 7/17/2025 | Enclave Advisors LLC | 31,108 | $787K | 0.1% | -18.5% | 0.005% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 11,643 | $295K | 0.1% | -11.5% | 0.002% | |
| 7/17/2025 | Capital Insight Partners LLC | 66,967 | $1.69M | 0.3% | -41.1% | 0.010% | |
| 7/17/2025 | Beacon Capital Management LLC | 1,834 | $46K | 0.0% | +46.5% | 0.000% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 17,488 | $442K | 0.0% | -5.8% | 0.003% | |
| 7/17/2025 | Stone Summit Wealth LLC | 20,529 | $519K | 0.2% | +32.1% | 0.003% | |
| 7/17/2025 | Avior Wealth Management LLC | 46,681 | $1.18M | 0.0% | -5.1% | 0.007% | |
| 7/17/2025 | Clear Point Advisors Inc. | 34,510 | $873K | 0.7% | -3.7% | 0.005% | |
| 7/17/2025 | XY Planning Network Inc. | 47,856 | $1.21M | 0.4% | N/A | 0.007% | |
| 7/17/2025 | RBA Wealth Management LLC | 11,966 | $303K | 0.1% | +5.7% | 0.002% | |
| 7/17/2025 | Charles Schwab Trust Co | 697,105 | $17.64M | 1.3% | +1.3% | 0.102% | |
| 7/17/2025 | Luminvest Wealth Management LLC | 25,544 | $646K | 0.2% | -2.0% | 0.004% | |
| 7/17/2025 | Hengehold Capital Management LLC | 28,895 | $731K | 0.1% | -18.3% | 0.004% | |
| 7/17/2025 | Tiller Private Wealth Inc. | 445,992 | $11.28M | 4.3% | -3.3% | 0.066% | |
| 7/17/2025 | Blossom Wealth Management | 51,388 | $1.30M | 2.3% | +4.7% | 0.008% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 37,587 | $951K | 0.2% | +6.9% | 0.006% | |
| 7/17/2025 | LVW Advisors LLC | 72,640 | $1.84M | 0.2% | -24.4% | 0.011% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 12,960 | $328K | 0.2% | -18.9% | 0.002% | |
| 7/16/2025 | Kiley Juergens Wealth Management LLC | 53,160 | $1.35M | 0.3% | +10.1% | 0.008% | |
| 7/16/2025 | Diversified Enterprises LLC | 32,712 | $828K | 0.1% | +17.9% | 0.005% | |
| 7/16/2025 | Signaturefd LLC | 14,989 | $379K | 0.0% | -12.7% | 0.002% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 43,502 | $1.10M | 0.3% | +8.4% | 0.006% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 74,956 | $1.90M | 0.2% | -0.8% | 0.011% | |
| 7/16/2025 | Kathmere Capital Management LLC | 11,755 | $297K | 0.0% | +8.4% | 0.002% | |
| 7/16/2025 | Vision Capital Management Inc. | 114,052 | $2.89M | 0.4% | -0.5% | 0.017% | |
| 7/16/2025 | Crowley Wealth Management Inc. | 1,200 | $30K | 0.0% | +50.0% | 0.000% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 34,525 | $873K | 0.2% | -39.4% | 0.005% | |
| 7/16/2025 | Embree Financial Group | 145,858 | $3.69M | 0.6% | -5.3% | 0.021% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 18,718 | $474K | 0.0% | -5.9% | 0.003% | |
| 7/16/2025 | Cambridge Advisors Inc. | 54,295 | $1.37M | 0.3% | -2.0% | 0.008% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 30,880 | $781K | 0.5% | -22.8% | 0.005% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 14,291 | $362K | 0.0% | +7.4% | 0.002% | |
| 7/16/2025 | Tenret Co LLC | 58,580 | $1.48M | 0.8% | N/A | 0.009% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 8,311 | $210K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Wealth Group Ltd | 79,017 | $2.00M | 0.5% | -1.2% | 0.012% | |
| 7/16/2025 | Dakota Wealth Management | 68,991 | $1.75M | 0.0% | -10.5% | 0.010% | |
| 7/16/2025 | Perigon Wealth Management LLC | 132,206 | $3.35M | 0.1% | +3.9% | 0.019% | |
| 7/16/2025 | Plancorp LLC | 202,093 | $5.11M | 0.2% | +323.1% | 0.030% | |
| 7/16/2025 | Moneywise Inc. | 136,445 | $3.45M | 1.6% | -12.0% | 0.020% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 388,420 | $9.83M | 4.7% | +2.1% | 0.057% | |
| 7/15/2025 | McAdam LLC | 89,719 | $2.27M | 0.1% | +4.7% | 0.013% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 26,006 | $658K | 0.2% | -4.9% | 0.004% | |
| 7/15/2025 | Missouri Trust & Investment Co | 393,084 | $9.95M | 3.2% | +0.9% | 0.058% | |
| 7/15/2025 | TD Private Client Wealth LLC | 33,853 | $856K | 0.0% | +341.8% | 0.005% | |
| 7/15/2025 | Mather Group LLC. | 231,661 | $5.86M | 0.1% | -5.4% | 0.034% | |
| 7/15/2025 | Pine Haven Investment Counsel Inc | 15,920 | $403K | 0.3% | -2.5% | 0.002% | |
| 7/15/2025 | Patriot Investment Management Group Inc. | 317,695 | $8.04M | 0.6% | -0.5% | 0.047% | |
| 7/15/2025 | EWG Elevate Inc. | 81,031 | $2.05M | 0.6% | +8.2% | 0.012% | |
| 7/15/2025 | James J. Burns & Company LLC | 186,232 | $4.71M | 0.8% | +1.4% | 0.027% | |
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| 7/15/2025 | BCS Wealth Management | 231,865 | $5.87M | 1.3% | +15.4% | 0.034% | |
| 7/15/2025 | Accurate Wealth Management LLC | 11,357 | $298K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Sheets Smith Wealth Management | 43,843 | $1.11M | 0.1% | -5.2% | 0.006% | |
| 7/15/2025 | BNC Wealth Management LLC | 57,125 | $1.45M | 0.4% | -7.4% | 0.008% | |
| 7/15/2025 | Forte Capital LLC ADV | 23,768 | $601K | 0.1% | +4.3% | 0.003% | |
| 7/15/2025 | Family Investment Center Inc. | 32,408 | $820K | 0.2% | -12.9% | 0.005% | |
| 7/15/2025 | Focused Wealth Management Inc | 12,121 | $307K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 420,054 | $10.63M | 4.9% | -1.1% | 0.062% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 104,383 | $2.64M | 0.5% | +1.0% | 0.015% | |
| 7/14/2025 | Seek First Inc. | 51,396 | $1.30M | 1.1% | -1.6% | 0.008% | |
