| 10/24/2025 | Lederer & Associates Investment Counsel CA | 12,910 | $315K | 0.2% | -27.6% | 0.003% | |
| 10/24/2025 | MGO One Seven LLC | 266,072 | $6.49M | 0.1% | -27.4% | 0.057% | |
| 10/24/2025 | Aventus Investment Advisors Inc. | 119,563 | $2.92M | 2.5% | -8.3% | 0.025% | |
| 10/24/2025 | Williams Financial LLC | 945,377 | $23.07M | 23.8% | +1.5% | 0.201% | |
| 10/24/2025 | Madden Advisory Services Inc. | 26,790 | $654K | 0.3% | N/A | 0.006% | |
| 10/24/2025 | Towercrest Capital Management | 48,480 | $1.18M | 0.2% | +6.0% | 0.010% | |
| 10/24/2025 | Associated Banc Corp | 231,874 | $5.66M | 0.1% | -6.3% | 0.049% | |
| 10/24/2025 | Phil A. Younker & Associates Ltd. | 382,781 | $9.34M | 7.2% | +20.9% | 0.082% | |
| 10/24/2025 | Clearview Wealth Advisors LLC | 59,492 | $1.45M | 0.9% | +4.9% | 0.013% | |
| 10/24/2025 | Hidden Cove Wealth Management LLC | 42,134 | $1.03M | 0.7% | +25.5% | 0.009% | |
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| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 38,192 | $932K | 0.1% | -26.1% | 0.008% | |
| 10/24/2025 | Valmark Advisers Inc. | 64,170 | $1.57M | 0.0% | -1.2% | 0.014% | |
| 10/24/2025 | Maltin Wealth Management Inc. | 204,307 | $4.99M | 2.1% | -6.9% | 0.044% | |
| 10/24/2025 | Mainsail Financial Group LLC | 91,182 | $2.23M | 1.0% | +7.3% | 0.019% | |
| 10/24/2025 | Pasadena Private Wealth LLC | 56,385 | $1.38M | 0.2% | -46.0% | 0.012% | |
| 10/23/2025 | Vermillion Wealth Management Inc. | 2,257 | $55K | 0.0% | -55.4% | 0.000% | |
| 10/23/2025 | Trevian Wealth Management LLC | 39,081 | $954K | 0.5% | N/A | 0.008% | |
| 10/23/2025 | Moisand Fitzgerald Tamayo LLC | 3,441,065 | $83.96M | 9.9% | +6.0% | 0.735% | |
| 10/23/2025 | Foster & Motley Inc. | 9,353 | $228K | 0.0% | +6.3% | 0.002% | |
| 10/23/2025 | Zullo Investment Group Inc. | 11,059 | $270K | 0.1% | -5.3% | 0.002% | |
| 10/23/2025 | Independent Solutions Wealth Management LLC | 197,566 | $4.82M | 0.9% | -1.7% | 0.042% | |
| 10/23/2025 | Benjamin Edwards Inc. | 117,541 | $2.87M | 0.0% | +10.3% | 0.025% | |
| 10/23/2025 | Barnes Dennig Private Wealth Management LLC | 43,163 | $1.05M | 1.1% | N/A | 0.009% | |
| 10/23/2025 | Compass Financial Group INC SD | 50,727 | $1.24M | 0.2% | -23.3% | 0.011% | |
| 10/23/2025 | Ethos Financial Group LLC | 46,647 | $1.14M | 0.1% | +1.7% | 0.010% | |
| 10/23/2025 | HB Wealth Management LLC | 235,303 | $5.74M | 0.0% | +7.7% | 0.050% | |
| 10/23/2025 | Seneca Financial Advisors LLC | 41,588 | $1.02M | 0.3% | -67.6% | 0.009% | |
| 10/23/2025 | WMG Financial Advisors LLC | 10,753 | $262K | 0.1% | +4.7% | 0.002% | |
| 10/22/2025 | MassMutual Private Wealth & Trust FSB | 840,843 | $20.52M | 0.5% | +2.0% | 0.180% | |
| 10/22/2025 | Cerity Partners LLC | 2,767,502 | $67.53M | 0.1% | -15.3% | 0.591% | |
| 10/22/2025 | Galvin Gaustad & Stein LLC | 852,449 | $20.80M | 1.7% | +8.4% | 0.182% | |
| 10/22/2025 | BCS Wealth Management | 23,292 | $568K | 0.1% | -8.9% | 0.005% | |
| 10/22/2025 | Forza Wealth Management LLC | 15,398 | $376K | 0.1% | -79.1% | 0.003% | |
| 10/22/2025 | Red Tortoise LLC | 219,854 | $5.36M | 2.3% | -18.9% | 0.047% | |
| 10/22/2025 | Courage Miller Partners LLC | 797,617 | $19.46M | 5.8% | +9.8% | 0.170% | |
| 10/22/2025 | Blossom Wealth Management | 22,392 | $546K | 0.9% | +4.9% | 0.005% | |
| 10/22/2025 | Bigelow Investment Advisors LLC | 170,717 | $4.17M | 1.7% | -5.8% | 0.036% | |
| 10/22/2025 | Blue Sky Capital Consultants Group Inc. | 390,273 | $9.52M | 4.1% | +1,553.0% | 0.083% | |
| 10/22/2025 | DBK Financial Counsel LLC | 107,225 | $2.62M | 2.2% | -26.3% | 0.023% | |
| 10/22/2025 | WT Wealth Management | 114,694 | $2.80M | 0.8% | -73.2% | 0.024% | |
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| 10/22/2025 | Alpha Omega Wealth Management LLC | 10,149 | $248K | 0.0% | -23.3% | 0.002% | |
| 10/22/2025 | Sims Investment Management LLC | 405,938 | $9.91M | 3.6% | +11.6% | 0.087% | |
| 10/22/2025 | Abacus Planning Group Inc. | 312,329 | $7.62M | 1.1% | +1.6% | 0.067% | |
| 10/21/2025 | Eagle Strategies LLC | 316,166 | $7.71M | 1.0% | +483.5% | 0.068% | |
| 10/21/2025 | Christensen King & Associates Investment Services Inc. | 162,404 | $3.96M | 1.7% | +2.7% | 0.035% | |
| 10/21/2025 | Global Retirement Partners LLC | 65,382 | $1.60M | 0.0% | -4.8% | 0.014% | |
| 10/21/2025 | SigFig Wealth Management LLC | 111,536 | $2.72M | 0.1% | +5.5% | 0.024% | |
| 10/21/2025 | TruNorth Capital Management LLC | 1,823,975 | $44.51M | 8.8% | +4.8% | 0.389% | |
| 10/21/2025 | Pflug Koory LLC | 148,660 | $3.63M | 1.7% | +9.6% | 0.032% | |
| 10/21/2025 | Altfest L J & Co. Inc. | 29,831 | $728K | 0.1% | +5.8% | 0.006% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 13,635 | $333K | 0.0% | -84.3% | 0.003% | |
| 10/21/2025 | Investment Planning Advisors Inc. | 9,658 | $236K | 0.1% | +15.6% | 0.002% | |
| 10/21/2025 | RB Capital Management LLC | 8,400 | $205K | 0.0% | N/A | 0.002% | |
| 10/21/2025 | Roberts Wealth Advisors LLC | 9,666 | $236K | 0.1% | -28.6% | 0.002% | |
| 10/20/2025 | Northwest Capital Management Inc | 14,575 | $356K | 0.4% | -2.7% | 0.003% | |
| 10/20/2025 | Stonebridge Financial Group LLC | 327,085 | $7.98M | 0.7% | N/A | 0.070% | |
| 10/20/2025 | Merit Financial Group LLC | 1,562,797 | $38.13M | 0.4% | +43.0% | 0.334% | |
| 10/20/2025 | Access Financial Services Inc. | 1,346,749 | $32.86M | 11.9% | +112.5% | 0.288% | |
| 10/20/2025 | Diversified Trust Co | 72,518 | $1.77M | 0.0% | -18.9% | 0.015% | |
| 10/20/2025 | LVW Advisors LLC | 1,982,002 | $48.36M | 4.9% | +8.0% | 0.423% | |
| 10/20/2025 | Pure Financial Advisors LLC | 588,389 | $14.36M | 0.2% | +1.9% | 0.126% | |
| 10/17/2025 | WorthPointe LLC | 9,252 | $226K | 0.1% | -5.8% | 0.002% | |
| 10/17/2025 | FLC Capital Advisors | 1,525,261 | $37.22M | 7.2% | +4.8% | 0.326% | |
| 10/17/2025 | Towneley Capital Management Inc DE | 529,429 | $12.92M | 2.8% | -1.1% | 0.113% | |
| 10/17/2025 | Perigon Wealth Management LLC | 28,634 | $699K | 0.0% | -16.0% | 0.006% | |
| 10/17/2025 | Apella Capital LLC | 284,838 | $6.97M | 0.2% | -20.2% | 0.061% | |
| 10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 8,386 | $205K | 0.1% | N/A | 0.002% | |
| 10/17/2025 | Apollon Wealth Management LLC | 76,739 | $1.87M | 0.0% | +8.6% | 0.016% | |
| 10/16/2025 | New Hampshire Trust | 33,331 | $813K | 0.2% | +31.9% | 0.007% | |
| 10/16/2025 | Signature Resources Capital Management LLC | 16,545 | $404K | 0.2% | +53.0% | 0.004% | |
| 10/16/2025 | K2 Financial Inc. | 56,708 | $1.38M | 1.1% | +12.1% | 0.012% | |
| 10/16/2025 | Marotta Asset Management | 585,005 | $14.25M | 2.7% | +2.1% | 0.125% | |
| 10/16/2025 | Litman Gregory Wealth Management LLC | 12,875 | $314K | 0.0% | -4.0% | 0.003% | |
| 10/16/2025 | Curran Financial Partners LLC | 34,537 | $843K | 0.2% | -61.9% | 0.007% | |
| 10/16/2025 | HBK Sorce Advisory LLC | 24,518 | $599K | 0.0% | N/A | 0.005% | |
| 10/16/2025 | Stonekeep Investments LLC | 14,080 | $344K | 0.2% | +3.6% | 0.003% | |
| 10/16/2025 | Sheets Smith Wealth Management | 131,206 | $3.20M | 0.4% | -5.5% | 0.028% | |
| 10/15/2025 | CWM LLC | 67,798 | $1.65M | 0.0% | -22.9% | 0.014% | |
| 10/15/2025 | Inspire Investing LLC | 660,920 | $16.13M | 1.6% | +0.8% | 0.141% | |
| 10/15/2025 | Pure Portfolios Holdings LLC | 572,199 | $13.96M | 4.4% | +26.6% | 0.122% | |
| 10/15/2025 | World Investment Advisors | 560,781 | $13.68M | 0.3% | -2.1% | 0.120% | |
| 10/15/2025 | Brookstone Capital Management | 144,182 | $3.52M | 0.0% | +1.1% | 0.031% | |
| 10/15/2025 | Private Trust Co. NA | 5,165 | $126K | 0.0% | -7.9% | 0.001% | |
| 10/15/2025 | Successful Portfolios LLC | 202,762 | $4.95M | 2.9% | +0.7% | 0.043% | |
| 10/15/2025 | DAVENPORT & Co LLC | 1,636,548 | $39.93M | 0.2% | +8.5% | 0.350% | |
| 10/15/2025 | Scratch Capital LLC | 12,251 | $299K | 0.2% | -6.5% | 0.003% | |
| 10/15/2025 | Revisor Wealth Management LLC | 13,034 | $318K | 0.1% | -17.8% | 0.003% | |
| 10/15/2025 | Anderson Hoagland & Co. | 60,245 | $1.47M | 0.1% | +3.4% | 0.013% | |
| 10/15/2025 | Veery Capital LLC | 52,224 | $1.27M | 0.4% | +4.2% | 0.011% | |
| 10/14/2025 | Tactive Advisors LLC | 17,015 | $415K | 0.1% | +10.8% | 0.004% | |
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| 10/14/2025 | GLOBALT Investments LLC GA | 94,648 | $2.31M | 0.1% | -5.6% | 0.020% | |
| 10/14/2025 | High Probability Advisors LLC | 1,423,526 | $34.73M | 4.8% | +12.4% | 0.304% | |
| 10/14/2025 | Great Waters Wealth Management | 53,815 | $1.31M | 0.2% | +2.2% | 0.011% | |
| 10/14/2025 | Weitzel Financial Services Inc. | 27,486 | $671K | 0.3% | -5.4% | 0.006% | |
| 10/14/2025 | Bulwark Capital Corp | 98,294 | $2.40M | 1.9% | -22.3% | 0.021% | |
| 10/14/2025 | Farther Finance Advisors LLC | 236,423 | $5.77M | 0.1% | -8.9% | 0.050% | |
| 10/14/2025 | Juncture Wealth Strategies LLC | 82,973 | $2.03M | 0.7% | -4.5% | 0.018% | |
| 10/14/2025 | Prairiewood Capital LLC | 496,441 | $12.11M | 4.0% | +14.1% | 0.106% | |
| 10/14/2025 | Mendota Financial Group LLC | 64,297 | $1.57M | 1.2% | -3.8% | 0.014% | |
| 10/14/2025 | Dopkins Wealth Management LLC | 15,609 | $381K | 0.2% | -29.5% | 0.003% | |