| 7/18/2025 | Pacific Point Advisors LLC | 6,864 | $207K | 0.1% | -10.0% | 0.002% | |
| 7/18/2025 | SigFig Wealth Management LLC | 379,446 | $11.43M | 0.4% | -2.6% | 0.111% | |
| 7/18/2025 | Victrix Investment Advisors | 17,074 | $515K | 0.2% | -3.6% | 0.005% | |
| 7/18/2025 | Liberty Capital Management Inc. | 7,037 | $212K | 0.0% | N/A | 0.002% | |
| 7/18/2025 | Truist Financial Corp | 36,556 | $1.10M | 0.0% | -1.7% | 0.011% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 20,315 | $612K | 0.1% | +19.1% | 0.006% | |
| 7/17/2025 | Emerald Advisors LLC | 40,218 | $1.21M | 0.2% | N/A | 0.012% | |
| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 199,511 | $6.01M | 1.6% | -2.4% | 0.059% | |
| 7/17/2025 | HB Wealth Management LLC | 31,422 | $947K | 0.0% | -10.4% | 0.009% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 16,681 | $503K | 0.0% | -67.3% | 0.005% | |
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| 7/17/2025 | Elser Financial Planning Inc | 18,857 | $574K | 0.0% | -34.8% | 0.006% | |
| 7/17/2025 | Stone Summit Wealth LLC | 9,296 | $280K | 0.1% | -3.6% | 0.003% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 48,247 | $1.45M | 0.9% | -1.5% | 0.014% | |
| 7/17/2025 | Avior Wealth Management LLC | 67,366 | $2.03M | 0.1% | -0.6% | 0.020% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 42,305 | $1.28M | 0.2% | -7.6% | 0.012% | |
| 7/17/2025 | Charles Schwab Trust Co | 610,498 | $18.40M | 1.4% | -0.2% | 0.179% | |
| 7/17/2025 | Hengehold Capital Management LLC | 86,748 | $2.62M | 0.2% | -2.9% | 0.025% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 22,381 | $675K | 0.2% | +6.7% | 0.007% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 2,232 | $67K | 0.0% | -41.6% | 0.001% | |
| 7/16/2025 | Kiley Juergens Wealth Management LLC | 37,782 | $1.14M | 0.3% | -1.0% | 0.011% | |
| 7/16/2025 | Jentner Corp | 20,182 | $608K | 0.2% | -3.4% | 0.006% | |
| 7/16/2025 | Diversified Enterprises LLC | 57,482 | $1.73M | 0.1% | +13.6% | 0.017% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 11,910 | $359K | 0.2% | -14.4% | 0.003% | |
| 7/16/2025 | ORG Wealth Partners LLC | 1,974 | $60K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Kathmere Capital Management LLC | 113,375 | $3.42M | 0.3% | +20.0% | 0.033% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 215,636 | $6.52M | 1.0% | -1.1% | 0.063% | |
| 7/16/2025 | Rebalance LLC | 1,996,502 | $60.18M | 4.1% | -5.9% | 0.585% | |
| 7/16/2025 | Embree Financial Group | 77,474 | $2.34M | 0.4% | -13.9% | 0.023% | |
| 7/16/2025 | Tenret Co LLC | 54,462 | $1.64M | 0.9% | +188.3% | 0.016% | |
| 7/16/2025 | MBE Wealth Management LLC | 96,470 | $2.91M | 1.3% | +2.6% | 0.028% | |
| 7/16/2025 | Dakota Wealth Management | 83,202 | $2.51M | 0.1% | +66.3% | 0.024% | |
| 7/16/2025 | Perigon Wealth Management LLC | 141,572 | $4.27M | 0.1% | +1.0% | 0.042% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 151,163 | $4.56M | 2.2% | +4.0% | 0.044% | |
| 7/15/2025 | McAdam LLC | 1,018,940 | $30.71M | 1.7% | -7.1% | 0.299% | |
| 7/15/2025 | Mather Group LLC. | 2,114,862 | $63.74M | 0.7% | +0.1% | 0.620% | |
| 7/15/2025 | James J. Burns & Company LLC | 59,664 | $1.80M | 0.3% | +3.5% | 0.017% | |
| 7/15/2025 | Financial Management Professionals Inc. | 4,535 | $137K | 0.0% | +573.8% | 0.001% | |
| 7/15/2025 | Ballentine Partners LLC | 709,215 | $21.38M | 0.3% | +0.1% | 0.208% | |
| 7/15/2025 | BCS Wealth Management | 41,191 | $1.24M | 0.3% | +10.3% | 0.012% | |
| 7/15/2025 | Accurate Wealth Management LLC | 83,842 | $2.54M | 0.4% | +13.0% | 0.025% | |
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| 7/15/2025 | Fifth Third Bancorp | 14,651 | $442K | 0.0% | +47.0% | 0.004% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 58,966 | $1.78M | 0.5% | +5.5% | 0.017% | |
| 7/15/2025 | Sheets Smith Wealth Management | 14,726 | $444K | 0.1% | -2.7% | 0.004% | |
| 7/15/2025 | Boyd Wealth Management LLC | 222,524 | $6.71M | 2.9% | +3.3% | 0.065% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 129,259 | $3.90M | 1.8% | -2.3% | 0.038% | |
| 7/14/2025 | Seek First Inc. | 103,968 | $3.13M | 2.5% | +6.2% | 0.030% | |
| 7/14/2025 | Hoey Investments Inc. | 1,100 | $33K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | AdvisorNet Financial Inc | 13,001 | $392K | 0.0% | +2.7% | 0.004% | |
| 7/14/2025 | CRA Financial Services LLC | 7,007 | $211K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Foster Group Inc. | 40,875 | $1.23M | 0.0% | +5.4% | 0.012% | |
| 7/14/2025 | BlueSky Wealth Advisors LLC | 1,177,126 | $35.48M | 5.2% | +3.6% | 0.345% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 453,615 | $13.67M | 2.5% | -1.1% | 0.133% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 8,248 | $249K | 0.1% | -9.8% | 0.002% | |
| 7/14/2025 | Abound Wealth Management | 16,681 | $503K | 0.1% | -9.0% | 0.005% | |
| 7/14/2025 | Park Avenue Securities LLC | 12,526 | $378K | 0.0% | -17.9% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 108,939 | $3.28M | 0.1% | -2.9% | 0.032% | |
| 7/11/2025 | Great Waters Wealth Management | 9,425 | $284K | 0.0% | +3.7% | 0.003% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 44,607 | $1.34M | 0.1% | -3.0% | 0.013% | |
| 7/11/2025 | UMB Bank n.a. | 3,495 | $105K | 0.0% | +336.9% | 0.001% | |
| 7/11/2025 | Myecfo LLC | 114,430 | $3.45M | 1.7% | -0.8% | 0.034% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 37,541 | $1.13M | 0.1% | -3.2% | 0.011% | |
| 7/11/2025 | Diversified Trust Co | 29,635 | $893K | 0.0% | +108.0% | 0.009% | |
| 7/11/2025 | Pioneer Wealth Management Group | 104,790 | $3.16M | 1.2% | +14.8% | 0.031% | |
| 7/10/2025 | Orgel Wealth Management LLC | 1,950,673 | $58.79M | 1.4% | +4.3% | 0.572% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 9,206 | $277K | 0.1% | -28.9% | 0.003% | |
| 7/10/2025 | Worth Asset Management LLC | 15,794 | $476K | 0.2% | +22.6% | 0.005% | |
| 7/10/2025 | Global Financial Private Client LLC | 36,571 | $1.10M | 0.4% | +6.4% | 0.011% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 7,509 | $226K | 0.2% | N/A | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,256,257 | $68.75M | 0.1% | -2.7% | 0.662% | |
| 7/10/2025 | Wedmont Private Capital | 281,835 | $8.50M | 0.4% | +1.6% | 0.083% | |
| 7/10/2025 | Stonekeep Investments LLC | 111,409 | $3.36M | 2.3% | +5.0% | 0.033% | |
| 7/9/2025 | Breakwater Investment Management | 77,522 | $2.34M | 0.9% | -3.1% | 0.023% | |
| 7/9/2025 | OLIO Financial Planning | 46,429 | $1.40M | 0.4% | -14.8% | 0.014% | |
| 7/9/2025 | Navigation Wealth Management Inc. | 21,904 | $660K | 1.0% | N/A | 0.006% | |
| 7/9/2025 | Procyon Advisors LLC | 15,617 | $471K | 0.0% | -20.6% | 0.005% | |
| 7/9/2025 | Thrive Wealth Management LLC | 8,473 | $255K | 0.0% | +8.8% | 0.002% | |
| 7/9/2025 | Balefire LLC | 10,924 | $329K | 0.1% | +33.7% | 0.003% | |
| 7/9/2025 | Krilogy Financial LLC | 1,436,488 | $43.30M | 2.5% | +2.3% | 0.421% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 23,118 | $697K | 0.0% | -30.3% | 0.007% | |
| 7/9/2025 | Parkside Advisors LLC | 12,949 | $390K | 0.1% | +27.7% | 0.004% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 290,844 | $8.77M | 3.3% | -8.7% | 0.085% | |
| 7/9/2025 | Riversedge Advisors LLC | 9,775 | $295K | 0.1% | -13.1% | 0.003% | |
| 7/9/2025 | ACT Wealth Management LLC | 17,292 | $521K | 0.2% | -3.6% | 0.005% | |
| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 409,084 | $12.33M | 3.6% | -4.6% | 0.120% | |
| 7/8/2025 | Goldstone Financial Group LLC | 45,818 | $1.40M | 0.2% | +17.9% | 0.013% | |
| 7/8/2025 | Boltwood Capital Management | 240,631 | $7.25M | 2.1% | +0.3% | 0.071% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 1,530,631 | $46.13M | 4.8% | +0.4% | 0.449% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 156,440 | $4.72M | 3.1% | +3.2% | 0.046% | |
| 7/7/2025 | Modus Advisors LLC | 15,971 | $481K | 0.1% | -2.2% | 0.005% | |
| 7/7/2025 | Bangor Savings Bank | 156,127 | $4.71M | 0.4% | -2.2% | 0.046% | |
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| 7/7/2025 | Peterson Wealth Advisors LLC | 9,795 | $295K | 0.0% | +3.7% | 0.003% | |
| 7/3/2025 | Garde Capital Inc. | 289,932 | $8.74M | 0.5% | -2.2% | 0.085% | |
| 7/2/2025 | Howard Financial Services LTD. | 82,254 | $2.48M | 0.3% | -1.6% | 0.024% | |
| 7/2/2025 | Marotta Asset Management | 155,361 | $4.68M | 0.9% | -24.8% | 0.046% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 19,051 | $525K | 0.0% | -21.7% | 0.006% | |
| 6/17/2025 | Howe & Rusling Inc. | 3,467 | $96K | 0.0% | +20.5% | 0.001% | |
| 6/3/2025 | Invst LLC | 251,250 | $6.93M | 0.9% | -46.3% | 0.074% | |
| 6/2/2025 | Modern Wealth Management LLC | 16,461 | $454K | 0.0% | N/A | 0.005% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 9,148 | $252K | 0.1% | -6.7% | 0.003% | |
| 5/29/2025 | Plum Street Advisors LLC | 102,653 | $2.83M | 1.4% | +1.1% | 0.030% | |
