| 7/21/2025 | Fortis Capital Advisors LLC | 43,594 | $1.16M | 0.2% | -2.8% | 0.009% | |
| 7/21/2025 | Financial Architects LLC | 1,242,196 | $33.14M | 20.1% | +2.5% | 0.253% | |
| 7/21/2025 | Ascent Group LLC | 11,747 | $313K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 12,340 | $329K | 0.0% | -34.0% | 0.003% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 22,905 | $611K | 0.0% | -39.1% | 0.005% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 225,788 | $6.02M | 0.1% | -4.2% | 0.046% | |
| 7/18/2025 | Pure Financial Advisors LLC | 1,328,471 | $35.44M | 0.6% | +0.8% | 0.270% | |
| 7/18/2025 | Benchmark Wealth Management LLC | 28,539 | $761K | 0.3% | -4.4% | 0.006% | |
| 7/18/2025 | Lynx Investment Advisory | 12,904 | $344K | 0.2% | +5.5% | 0.003% | |
| 7/18/2025 | SigFig Wealth Management LLC | 60,445 | $1.61M | 0.1% | +5.3% | 0.012% | |
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| 7/18/2025 | Liberty Capital Management Inc. | 14,003 | $374K | 0.1% | +35.8% | 0.003% | |
| 7/18/2025 | Truist Financial Corp | 293,745 | $7.84M | 0.0% | -1.8% | 0.060% | |
| 7/17/2025 | LifeGuide Financial Advisors LLC | 1,679,994 | $44.82M | 16.5% | +3.0% | 0.342% | |
| 7/17/2025 | K2 Financial Inc. | 103,581 | $2.74M | 2.4% | +9.1% | 0.021% | |
| 7/17/2025 | Capital Investment Advisors LLC | 8,943 | $239K | 0.0% | -5.0% | 0.002% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 140,429 | $3.75M | 3.6% | +608.1% | 0.029% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 109,652 | $2.93M | 0.3% | +2.5% | 0.022% | |
| 7/17/2025 | Stephens Group Asset Management LLC | 1,565,854 | $41.78M | 3.0% | -11.1% | 0.319% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 10,324 | $275K | 0.0% | N/A | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,060 | $268K | 0.0% | -13.0% | 0.002% | |
| 7/17/2025 | Fifth Third Securities Inc. | 143,039 | $3.82M | 0.3% | +60.6% | 0.029% | |
| 7/17/2025 | SWS Partners | 41,589 | $1.11M | 0.3% | +16.4% | 0.008% | |
| 7/17/2025 | Sound Income Strategies LLC | 1,692 | $45K | 0.0% | -67.5% | 0.000% | |
| 7/17/2025 | Walker Asset Management LLC | 10,524 | $281K | 0.2% | -4.5% | 0.002% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 1,439,578 | $38.41M | 3.5% | +10.7% | 0.293% | |
| 7/17/2025 | Avior Wealth Management LLC | 801,630 | $21.39M | 0.7% | +2.6% | 0.163% | |
| 7/17/2025 | Charles Schwab Trust Co | 229,188 | $6.12M | 0.5% | +20.8% | 0.047% | |
| 7/17/2025 | Hengehold Capital Management LLC | 77,761 | $2.08M | 0.2% | +3.3% | 0.016% | |
| 7/16/2025 | Prairiewood Capital LLC | 401,047 | $10.70M | 4.0% | +9.7% | 0.082% | |
| 7/16/2025 | Diversified Enterprises LLC | 21,989 | $587K | 0.0% | +6.6% | 0.004% | |
| 7/16/2025 | ORG Partners LLC | 18,713 | $500K | 0.1% | +13.4% | 0.004% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 72,156 | $1.91M | 0.3% | +0.8% | 0.015% | |
| 7/16/2025 | Rebalance LLC | 199,703 | $5.33M | 0.4% | +1.8% | 0.041% | |
| 7/16/2025 | Fischer Financial Services Inc. | 57,055 | $1.52M | 0.4% | +6.2% | 0.012% | |
| 7/16/2025 | MBE Wealth Management LLC | 290,133 | $7.74M | 3.4% | +2.4% | 0.059% | |
| 7/16/2025 | Perigon Wealth Management LLC | 95,717 | $2.55M | 0.1% | +12.9% | 0.019% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 18,041 | $481K | 0.1% | +92.6% | 0.004% | |
| 7/16/2025 | Maridea Wealth Management LLC | 41,104 | $1.10M | 0.3% | +16.5% | 0.008% | |
| 7/15/2025 | McAdam LLC | 304,037 | $8.11M | 0.4% | +23.7% | 0.062% | |
| 7/15/2025 | TD Private Client Wealth LLC | 9,590 | $256K | 0.0% | -27.2% | 0.002% | |
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| 7/15/2025 | Pine Haven Investment Counsel Inc | 40,749 | $1.09M | 0.9% | +1.7% | 0.008% | |
| 7/15/2025 | Revisor Wealth Management LLC | 106,883 | $2.84M | 1.0% | +53.9% | 0.022% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 166,424 | $4.44M | 2.0% | -4.1% | 0.034% | |
| 7/15/2025 | Bfsg LLC | 319,315 | $8.52M | 1.0% | +1.3% | 0.065% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 205,400 | $5.48M | 1.0% | +0.2% | 0.042% | |
| 7/14/2025 | AdvisorNet Financial Inc | 7,276 | $194K | 0.0% | -69.8% | 0.001% | |
| 7/14/2025 | Seed Wealth Management Inc. | 218,580 | $5.83M | 4.3% | +12.8% | 0.045% | |
| 7/14/2025 | BlueSky Wealth Advisors LLC | 1,346,257 | $35.92M | 5.2% | +0.9% | 0.275% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 9,236 | $246K | 0.0% | -16.6% | 0.002% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 339,148 | $9.05M | 1.7% | -56.8% | 0.069% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 42,643 | $1.14M | 0.0% | +158.5% | 0.009% | |
| 7/14/2025 | Pacifica Partners Inc. | 2,665 | $71K | 0.0% | -13.4% | 0.001% | |
| 7/14/2025 | Toth Financial Advisory Corp | 1,576 | $42K | 0.0% | -39.5% | 0.000% | |
| 7/14/2025 | Park Avenue Securities LLC | 8,277 | $221K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Matrix Trust Co | 1,606,096 | $42.85M | 6.8% | +48.6% | 0.328% | |
| 7/11/2025 | Skyline Advisors Inc. | 123,265 | $3.29M | 1.2% | +4.6% | 0.025% | |
| 7/11/2025 | Coastwise Capital Group LLC | 14,810 | $395K | 0.3% | +17.4% | 0.003% | |
| 7/11/2025 | Fruth Investment Management | 14,500 | $386K | 0.1% | -3.3% | 0.003% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 78,041 | $2.08M | 1.0% | -4.7% | 0.016% | |
| 7/11/2025 | Quadratic Capital Management LLC | 8,896,742 | $237.37M | 96.8% | -37.2% | 1.825% | |
| 7/11/2025 | Farther Finance Advisors LLC | 32,653 | $871K | 0.0% | -9.1% | 0.007% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 122,839 | $3.28M | 0.3% | +18.5% | 0.025% | |
| 7/11/2025 | Myecfo LLC | 33,692 | $899K | 0.4% | -6.7% | 0.007% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 28,597 | $763K | 0.2% | -18.5% | 0.006% | |
| 7/11/2025 | LongView Wealth Management | 49,063 | $1.31M | 0.4% | -2.8% | 0.010% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 57,800 | $1.54M | 0.2% | -1.0% | 0.012% | |
| 7/11/2025 | International Private Wealth Advisors LLC | 7,704 | $206K | 0.2% | N/A | 0.002% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 1,072,176 | $28.61M | 0.0% | N/A | 0.220% | |
| 7/10/2025 | Anderson Hoagland & Co. | 166,068 | $4.43M | 0.4% | +12.9% | 0.034% | |
| 7/10/2025 | CWC Advisors LLC. | 11,653 | $311K | 0.2% | +3.4% | 0.002% | |
| 7/10/2025 | Trust Point Inc. | 16,511 | $441K | 0.0% | +21.8% | 0.003% | |
| 7/10/2025 | Worth Asset Management LLC | 9,359 | $250K | 0.1% | -54.2% | 0.002% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 42,283 | $1.13M | 0.4% | +3.7% | 0.009% | |
| 7/10/2025 | Mogy Joel R Investment Counsel Inc. | 1,186 | $32K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 50,071 | $1.34M | 0.0% | -7.8% | 0.010% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 39,861 | $1.06M | 0.5% | +7.1% | 0.008% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,042,832 | $54.16M | 0.1% | +4.0% | 0.419% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 49,391 | $1.32M | 0.1% | N/A | 0.010% | |
| 7/10/2025 | Focus Financial Network Inc. | 301,111 | $8.03M | 0.3% | +4.6% | 0.062% | |
| 7/9/2025 | Catalyst Private Wealth LLC | 72,111 | $1.92M | 0.9% | +2.9% | 0.015% | |
| 7/9/2025 | Alesco Advisors LLC | 5,474,498 | $146.06M | 4.2% | -0.5% | 1.123% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 63,879 | $1.69M | 0.3% | -64.2% | 0.013% | |
| 7/9/2025 | Veracity Capital LLC | 61,198 | $1.63M | 0.6% | +8.2% | 0.013% | |
| 7/9/2025 | Bulwark Capital Corp | 192,084 | $5.13M | 4.3% | N/A | 0.039% | |
| 7/8/2025 | First National Corp MA ADV | 74,812 | $2.00M | 0.4% | +8.6% | 0.015% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 62,390 | $1.67M | 1.1% | +2.4% | 0.013% | |
| 7/8/2025 | Apella Capital LLC | 7,563 | $200K | 0.0% | N/A | 0.002% | |
| 7/8/2025 | Parallel Advisors LLC | 5,599 | $149K | 0.0% | -34.4% | 0.001% | |
| 7/7/2025 | Accelerate Investment Advisors LLC | 68,203 | $1.82M | 1.4% | +4.0% | 0.014% | |
| 7/7/2025 | Verde Capital Management | 163,330 | $4.36M | 1.1% | +8.0% | 0.034% | |
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| 7/7/2025 | Kings Path Partners LLC | 178,027 | $4.75M | 1.9% | +38.2% | 0.037% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 29,788 | $795K | 0.4% | +3.3% | 0.006% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 78,473 | $2.09M | 1.0% | +11.8% | 0.016% | |
| 7/3/2025 | Arvest Investments Inc. | 183,500 | $4.90M | 0.7% | -0.7% | 0.036% | |
| 7/3/2025 | TrueWealth Advisors LLC | 50,901 | $1.36M | 0.4% | -14.7% | 0.010% | |
| 7/3/2025 | Garde Capital Inc. | 1,044,692 | $27.87M | 1.5% | -0.7% | 0.207% | |
| 7/3/2025 | McLean Asset Management Corp | 102,137 | $2.71M | 0.7% | -5.6% | 0.020% | |
| 7/2/2025 | Marotta Asset Management | 463,154 | $12.36M | 2.5% | +88.9% | 0.092% | |
| 7/1/2025 | Private Client Services LLC | 63,242 | $1.69M | 0.7% | +53.8% | 0.013% | |
| 6/18/2025 | Voya Investment Management LLC | 10,650,231 | $286.39M | 0.3% | -2.8% | 2.203% | |
