| 7/18/2025 | Naples Global Advisors LLC | 957,859 | $21.17M | 1.8% | +4.7% | 0.043% | |
| 7/18/2025 | Pure Financial Advisors LLC | 130,646 | $2.89M | 0.1% | +5.3% | 0.006% | |
| 7/18/2025 | RKL Wealth Management LLC | 687,946 | $15.20M | 1.3% | -15.7% | 0.031% | |
| 7/18/2025 | BSW Wealth Partners | 110,626 | $2.45M | 0.3% | -3.7% | 0.005% | |
| 7/18/2025 | TPG Advisors LLC | 494,960 | $10.94M | 7.9% | +1.9% | 0.022% | |
| 7/18/2025 | TruNorth Capital Management LLC | 2,010,019 | $44.42M | 9.9% | +9.5% | 0.091% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 44,331 | $980K | 0.2% | N/A | 0.002% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 329,440 | $7.28M | 1.7% | +0.2% | 0.015% | |
| 7/18/2025 | Northeast Financial Group Inc. | 881,804 | $19.49M | 5.7% | +1.5% | 0.040% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 334,759 | $7.40M | 0.1% | -10.4% | 0.015% | |
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| 7/18/2025 | Pacific Point Advisors LLC | 13,303 | $294K | 0.2% | -19.1% | 0.001% | |
| 7/18/2025 | Forza Wealth Management LLC | 9,634 | $213K | 0.1% | -13.4% | 0.000% | |
| 7/18/2025 | SigFig Wealth Management LLC | 541,624 | $11.94M | 0.4% | -4.5% | 0.024% | |
| 7/18/2025 | PFG Investments LLC | 13,922 | $308K | 0.0% | -7.0% | 0.001% | |
| 7/18/2025 | Citrine Capital LLC | 50,818 | $1.12M | 0.6% | -3.5% | 0.002% | |
| 7/18/2025 | Liberty Capital Management Inc. | 189,160 | $4.18M | 0.8% | +10.7% | 0.009% | |
| 7/18/2025 | Financial Consulate Inc. | 1,829,904 | $40.44M | 8.0% | -1.9% | 0.083% | |
| 7/18/2025 | Truist Financial Corp | 111,885 | $2.47M | 0.0% | +1.6% | 0.005% | |
| 7/18/2025 | Powers Advisory Group LLC | 507,066 | $11.21M | 4.9% | +2.9% | 0.023% | |
| 7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 480,818 | $10.63M | 2.3% | -0.6% | 0.022% | |
| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 622,448 | $13.76M | 3.6% | +8.9% | 0.028% | |
| 7/17/2025 | Robbins Farley | 124,332 | $2.75M | 1.3% | -2.8% | 0.006% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 2,269 | $50K | 0.0% | -73.9% | 0.000% | |
| 7/17/2025 | Capital Investment Advisors LLC | 38,843 | $858K | 0.0% | +2.4% | 0.002% | |
| 7/17/2025 | Leverty Financial Group LLC | 304,488 | $6.73M | 2.0% | -87.7% | 0.014% | |
| 7/17/2025 | White Pine Investment CO | 64,370 | $1.42M | 0.4% | -6.2% | 0.003% | |
| 7/17/2025 | Oak Family Advisors LLC | 78,240 | $1.73M | 0.5% | +0.7% | 0.004% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 272,765 | $6.03M | 0.6% | -4.9% | 0.012% | |
| 7/17/2025 | Gleason Group Inc. | 442,695 | $9.78M | 1.1% | -3.0% | 0.020% | |
| 7/17/2025 | HB Wealth Management LLC | 1,366,254 | $30.19M | 0.2% | -9.8% | 0.062% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 1,310,058 | $28.95M | 4.2% | +2.6% | 0.059% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 66,216 | $1.46M | 0.0% | +7.8% | 0.003% | |
| 7/17/2025 | Smith Anglin Financial LLC | 11,902 | $263K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Elser Financial Planning Inc | 93,063 | $2.03M | 0.1% | -10.9% | 0.004% | |
| 7/17/2025 | Fifth Third Securities Inc. | 75,788 | $1.68M | 0.1% | +17.1% | 0.003% | |
| 7/17/2025 | SWS Partners | 210,251 | $4.65M | 1.3% | -13.5% | 0.009% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 9,756 | $216K | 0.0% | -15.5% | 0.000% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 23,424 | $518K | 0.0% | +8.9% | 0.001% | |
| 7/17/2025 | Enclave Advisors LLC | 104,448 | $2.31M | 0.4% | +20.5% | 0.005% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 652,915 | $14.43M | 1.9% | -0.5% | 0.029% | |
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| 7/17/2025 | Sound Income Strategies LLC | 19,004 | $420K | 0.0% | +115.6% | 0.001% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 22,583 | $499K | 0.2% | +9.2% | 0.001% | |
| 7/17/2025 | Genesis Private Wealth LLC | 249,463 | $5.51M | 2.6% | +6.1% | 0.011% | |
| 7/17/2025 | Smith Salley Wealth Management | 13,507 | $298K | 0.0% | +13.4% | 0.001% | |
| 7/17/2025 | Beacon Capital Management LLC | 18,941 | $419K | 0.1% | +13.4% | 0.001% | |
| 7/17/2025 | Stockman Wealth Management Inc. | 27,265 | $603K | 0.1% | -3.1% | 0.001% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 49,778 | $1.10M | 0.7% | -12.3% | 0.002% | |
| 7/17/2025 | Avior Wealth Management LLC | 148,033 | $3.27M | 0.1% | -3.1% | 0.007% | |
| 7/17/2025 | XY Planning Network Inc. | 15,122 | $334K | 0.1% | +16.5% | 0.001% | |
| 7/17/2025 | Charles Schwab Trust Co | 3,214,073 | $71.03M | 5.3% | -8.3% | 0.145% | |
| 7/17/2025 | Hengehold Capital Management LLC | 248,880 | $5.50M | 0.5% | -3.8% | 0.011% | |
| 7/17/2025 | Blossom Wealth Management | 105,160 | $2.32M | 4.1% | +2.5% | 0.005% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 177,387 | $3.92M | 1.0% | +5.2% | 0.008% | |
| 7/17/2025 | LVW Advisors LLC | 172,560 | $3.81M | 0.4% | +6.3% | 0.008% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 21,640 | $478K | 0.3% | -24.6% | 0.001% | |
| 7/16/2025 | Kiley Juergens Wealth Management LLC | 76,028 | $1.68M | 0.4% | +16.6% | 0.003% | |
| 7/16/2025 | Jentner Corp | 22,276 | $492K | 0.1% | -5.3% | 0.001% | |
| 7/16/2025 | Diversified Enterprises LLC | 150,947 | $3.34M | 0.2% | +9.0% | 0.007% | |
| 7/16/2025 | Cahaba Wealth Management Inc. | 24,326 | $538K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 14,244 | $315K | 0.2% | N/A | 0.001% | |
| 7/16/2025 | ORG Wealth Partners LLC | 1,964 | $43K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | Valicenti Advisory Services Inc. | 168,626 | $3.73M | 0.9% | -0.9% | 0.008% | |
| 7/16/2025 | Signaturefd LLC | 170,720 | $3.77M | 0.1% | -1.1% | 0.008% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 466,452 | $10.31M | 3.0% | -2.5% | 0.021% | |
| 7/16/2025 | Meridian Investment Counsel Inc. | 102,735 | $2.27M | 0.6% | +4.8% | 0.005% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 32,279 | $713K | 0.3% | +46.8% | 0.001% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 126,768 | $2.80M | 0.4% | -2.6% | 0.006% | |
| 7/16/2025 | Kathmere Capital Management LLC | 383,161 | $8.47M | 0.7% | -7.0% | 0.017% | |
| 7/16/2025 | True North Advisors LLC | 9,200 | $203K | 0.0% | -30.0% | 0.000% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 13,862 | $306K | 0.0% | +9.0% | 0.001% | |
| 7/16/2025 | Vision Capital Management Inc. | 462,597 | $10.22M | 1.3% | +0.9% | 0.021% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 1,388 | $31K | 0.0% | -59.0% | 0.000% | |
| 7/16/2025 | Spinnaker Investment Group LLC | 40,784 | $901K | 0.2% | -28.3% | 0.002% | |
| 7/16/2025 | Rebalance LLC | 6,170,411 | $136.37M | 9.3% | -5.3% | 0.279% | |
| 7/16/2025 | Embree Financial Group | 128,924 | $2.85M | 0.4% | +0.5% | 0.006% | |
| 7/16/2025 | Five Oceans Advisors | 210,444 | $4.65M | 2.0% | -1.9% | 0.010% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 25,275 | $559K | 0.0% | -1.9% | 0.001% | |
| 7/16/2025 | Owen LaRue LLC | 70,773 | $1.56M | 0.7% | -5.0% | 0.003% | |
| 7/16/2025 | Tenret Co LLC | 235,445 | $5.20M | 2.8% | -24.0% | 0.011% | |
| 7/16/2025 | Freestate Advisors LLC | 647,452 | $14.31M | 12.8% | +1.5% | 0.029% | |
| 7/16/2025 | MBE Wealth Management LLC | 134,153 | $2.97M | 1.3% | +0.9% | 0.006% | |
| 7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 154,671 | $3.42M | 2.7% | +13.4% | 0.007% | |
| 7/16/2025 | Dakota Wealth Management | 101,439 | $2.24M | 0.0% | -23.0% | 0.005% | |
| 7/16/2025 | Perigon Wealth Management LLC | 554,651 | $12.26M | 0.3% | -1.0% | 0.025% | |
| 7/16/2025 | Pacific Sage Partners LLC | 1,663,875 | $36.77M | 7.3% | -4.1% | 0.075% | |
| 7/16/2025 | Plancorp LLC | 25,082 | $554K | 0.0% | +97.9% | 0.001% | |
| 7/16/2025 | Motive Wealth Advisors | 131,920 | $2.92M | 1.3% | -10.2% | 0.006% | |
| 7/16/2025 | Moneywise Inc. | 18,432 | $407K | 0.2% | -10.8% | 0.001% | |
| 7/16/2025 | Sylvest Advisors LLC | 852,831 | $18.85M | 10.9% | +0.1% | 0.039% | |
| 7/16/2025 | Meridian Financial LLC | 18,339 | $405K | 0.3% | +52.8% | 0.001% | |
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| 7/15/2025 | Sightline Wealth Advisors LLC | 542,851 | $12.00M | 5.8% | +0.3% | 0.025% | |
| 7/15/2025 | McAdam LLC | 6,556,228 | $144.89M | 7.9% | +1.0% | 0.296% | |
| 7/15/2025 | Well Done LLC | 18,260 | $404K | 0.1% | -8.1% | 0.001% | |
| 7/15/2025 | North Star Investment Management Corp. | 1,723 | $38K | 0.0% | N/A | 0.000% | |
| 7/15/2025 | Mather Group LLC. | 31,466 | $695K | 0.0% | -1.7% | 0.001% | |
| 7/15/2025 | Patriot Investment Management Group Inc. | 523,538 | $11.57M | 0.8% | -1.9% | 0.024% | |
| 7/15/2025 | EWG Elevate Inc. | 946,141 | $20.91M | 6.4% | +69.2% | 0.043% | |
| 7/15/2025 | James J. Burns & Company LLC | 387,248 | $8.56M | 1.4% | -3.2% | 0.017% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,094,909 | $24.20M | 2.7% | +51.3% | 0.049% | |
| 7/15/2025 | BCS Wealth Management | 641,391 | $14.18M | 3.1% | +26.9% | 0.029% | |
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