| 7/22/2025 | Joule Financial LLC | 40,070 | $1.11M | 0.4% | +1.7% | 0.009% | |
| 7/22/2025 | Sage Financial Group Inc. | 775,264 | $21.45M | 1.6% | -1.1% | 0.169% | |
| 7/22/2025 | Valpey Financial Services LLC | 206,929 | $5.73M | 4.0% | N/A | 0.045% | |
| 7/22/2025 | Merit Financial Group LLC | 851,158 | $23.55M | 0.3% | +129.1% | 0.186% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 533,804 | $14.77M | 1.6% | +1.6% | 0.117% | |
| 7/22/2025 | Fortitude Advisory Group L.L.C. | 24,764 | $685K | 0.4% | +1.6% | 0.005% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 143,641 | $3.98M | 1.9% | -44.5% | 0.031% | |
| 7/22/2025 | Gemmer Asset Management LLC | 4,439,368 | $122.84M | 11.0% | +3.0% | 0.970% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 34,507 | $955K | 0.0% | -93.6% | 0.008% | |
| 7/22/2025 | Hill Island Financial LLC | 9,001 | $249K | 0.1% | -8.2% | 0.002% | |
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| 7/22/2025 | Berger Financial Group Inc | 68,938 | $1.91M | 0.1% | -11.1% | 0.015% | |
| 7/22/2025 | Noble Family Wealth LLC | 723,329 | $20.02M | 4.9% | +7.7% | 0.158% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 590,975 | $16.36M | 6.1% | +13.1% | 0.129% | |
| 7/22/2025 | Accel Wealth Management | 10,031 | $278K | 0.1% | +16.2% | 0.002% | |
| 7/21/2025 | Ameriflex Group Inc. | 2,419 | $66K | 0.0% | +47.6% | 0.001% | |
| 7/21/2025 | QRG Capital Management Inc. | 8,379 | $232K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Ascent Group LLC | 25,939 | $718K | 0.0% | N/A | 0.006% | |
| 7/21/2025 | New Century Financial Group LLC | 9,618 | $266K | 0.3% | -6.0% | 0.002% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 14,740 | $408K | 0.0% | -18.8% | 0.003% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 390,508 | $10.81M | 0.2% | -1.2% | 0.085% | |
| 7/21/2025 | Warner Financial Inc. | 140,145 | $3.88M | 1.6% | +2.3% | 0.031% | |
| 7/21/2025 | Compass Planning Associates Inc | 95,101 | $2.63M | 2.4% | +0.5% | 0.021% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 2,942,753 | $81.43M | 14.9% | +1.0% | 0.643% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 25,614 | $709K | 0.1% | -6.4% | 0.006% | |
| 7/21/2025 | Kennebec Savings Bank | 4,601 | $127K | 0.1% | +12.2% | 0.001% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 761,893 | $21.08M | 0.4% | -1.6% | 0.166% | |
| 7/18/2025 | Schaeffer Financial LLC | 94,054 | $2.60M | 2.5% | +2.9% | 0.021% | |
| 7/18/2025 | Pure Financial Advisors LLC | 80,610 | $2.23M | 0.0% | -9.7% | 0.018% | |
| 7/18/2025 | RKL Wealth Management LLC | 147,609 | $4.08M | 0.4% | -13.1% | 0.032% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 159,555 | $4.42M | 1.0% | -2.9% | 0.035% | |
| 7/18/2025 | Northeast Financial Group Inc. | 275,495 | $7.62M | 2.2% | +33.0% | 0.060% | |
| 7/18/2025 | Lowery Thomas LLC | 216,849 | $6M | 3.8% | -1.1% | 0.047% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 138,975 | $3.85M | 0.5% | +4.8% | 0.030% | |
| 7/18/2025 | Cooper Financial Group | 1,875,033 | $51.88M | 6.1% | +19.5% | 0.410% | |
| 7/18/2025 | Truist Financial Corp | 119,667 | $3.31M | 0.0% | +1.0% | 0.026% | |
| 7/17/2025 | Emerald Advisors LLC | 67,729 | $1.87M | 0.2% | +0.6% | 0.015% | |
| 7/17/2025 | Mokosak Advisory Group LLC | 2,911,430 | $80.56M | 22.8% | +1.6% | 0.637% | |
| 7/17/2025 | Cornerstone Wealth Advisors Inc. | 585,360 | $16.20M | 4.2% | +1.4% | 0.128% | |
| 7/17/2025 | Robbins Farley | 5,929 | $164K | 0.1% | +40.6% | 0.001% | |
| 7/17/2025 | K2 Financial Inc. | 42,320 | $1.17M | 1.0% | -1.7% | 0.009% | |
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| 7/17/2025 | XML Financial LLC | 1,204,671 | $33.33M | 2.9% | +3.0% | 0.264% | |
| 7/17/2025 | Capital Investment Advisors LLC | 10,023 | $277K | 0.0% | +22.3% | 0.002% | |
| 7/17/2025 | White Pine Investment CO | 328,315 | $9.08M | 2.3% | -1.9% | 0.072% | |
| 7/17/2025 | LexAurum Advisors LLC | 45,979 | $1.27M | 0.2% | +43.2% | 0.010% | |
| 7/17/2025 | HB Wealth Management LLC | 80,945 | $2.24M | 0.0% | -16.3% | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 60,167 | $1.67M | 0.0% | +1.0% | 0.013% | |
| 7/17/2025 | Smith Anglin Financial LLC | 63,437 | $1.76M | 0.2% | -20.7% | 0.014% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 8,900 | $246K | 0.0% | -20.9% | 0.002% | |
| 7/17/2025 | Enclave Advisors LLC | 52,332 | $1.45M | 0.2% | N/A | 0.011% | |
| 7/17/2025 | Capital Insight Partners LLC | 24,570 | $680K | 0.1% | -2.0% | 0.005% | |
| 7/17/2025 | First County Bank CT | 38,448 | $1.06M | 0.6% | +21.2% | 0.008% | |
| 7/17/2025 | Stone Summit Wealth LLC | 16,928 | $468K | 0.1% | -10.3% | 0.004% | |
| 7/17/2025 | Hengehold Capital Management LLC | 10,189 | $282K | 0.0% | -29.8% | 0.002% | |
| 7/17/2025 | TBH Global Asset Management LLC | 43,156 | $1.22M | 0.1% | +289.8% | 0.009% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 2,227 | $62K | 0.0% | -49.3% | 0.000% | |
| 7/16/2025 | Kiley Juergens Wealth Management LLC | 45,526 | $1.26M | 0.3% | +5.8% | 0.010% | |
| 7/16/2025 | Jentner Corp | 47,942 | $1.33M | 0.4% | -3.0% | 0.010% | |
| 7/16/2025 | Diversified Enterprises LLC | 99,653 | $2.76M | 0.2% | -10.7% | 0.022% | |
| 7/16/2025 | Meredith Wealth Planning | 13,224 | $366K | 0.1% | N/A | 0.003% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 43,157 | $1.19M | 0.4% | -4.4% | 0.009% | |
| 7/16/2025 | Moisand Fitzgerald Tamayo LLC | 63,142 | $1.75M | 0.2% | -1.9% | 0.014% | |
| 7/16/2025 | Kathmere Capital Management LLC | 33,699 | $932K | 0.1% | +15.8% | 0.007% | |
| 7/16/2025 | True North Advisors LLC | 57,401 | $1.59M | 0.3% | -16.1% | 0.013% | |
| 7/16/2025 | GenWealth Group Inc. | 1,537,451 | $42.54M | 8.6% | +7.3% | 0.336% | |
| 7/16/2025 | Embree Financial Group | 166,593 | $4.61M | 0.7% | -0.5% | 0.036% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 5,954 | $165K | 0.0% | -7.3% | 0.001% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 7,446 | $206K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Phil A. Younker & Associates Ltd. | 12,660 | $350K | 0.3% | +5.5% | 0.003% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 7,519 | $208K | 0.1% | -7.7% | 0.002% | |
| 7/16/2025 | Dakota Wealth Management | 157,064 | $4.35M | 0.1% | -12.5% | 0.034% | |
| 7/16/2025 | Perigon Wealth Management LLC | 580,077 | $16.05M | 0.4% | -0.7% | 0.127% | |
| 7/16/2025 | Plancorp LLC | 41,126 | $1.14M | 0.0% | +84.4% | 0.009% | |
| 7/15/2025 | Retirement Guys Formula LLC | 281,500 | $7.79M | 3.0% | N/A | 0.062% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 7,593 | $210K | 0.2% | N/A | 0.002% | |
| 7/15/2025 | Total Wealth Planning LLC | 312,556 | $8.65M | 1.1% | +9.6% | 0.068% | |
| 7/15/2025 | Verum Partners LLC | 34,318 | $950K | 0.2% | -8.3% | 0.008% | |
| 7/15/2025 | Mather Group LLC. | 32,992,117 | $912.89M | 9.7% | +0.0% | 7.218% | |
| 7/15/2025 | McCarthy & Cox | 19,835 | $549K | 0.1% | N/A | 0.004% | |
| 7/15/2025 | EWG Elevate Inc. | 351,064 | $9.71M | 3.0% | +3.9% | 0.077% | |
| 7/15/2025 | James J. Burns & Company LLC | 380,088 | $10.52M | 1.7% | +1.1% | 0.083% | |
| 7/15/2025 | BCS Wealth Management | 85,054 | $2.35M | 0.5% | +14.8% | 0.019% | |
| 7/15/2025 | Accurate Wealth Management LLC | 14,978 | $422K | 0.1% | +18.5% | 0.003% | |
| 7/15/2025 | Kelly Financial Group LLC | 53,640 | $1.48M | 0.2% | -40.7% | 0.012% | |
| 7/15/2025 | CGN Advisors LLC | 42,044 | $1.16M | 0.1% | +3.5% | 0.009% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 282,533 | $7.82M | 3.6% | -1.2% | 0.062% | |
| 7/15/2025 | Bfsg LLC | 33,062 | $915K | 0.1% | -1.5% | 0.007% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 7,536 | $209K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Seek First Inc. | 518,131 | $14.34M | 11.6% | +7.1% | 0.113% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 1,396,345 | $38.64M | 7.5% | -12.1% | 0.305% | |
| 7/14/2025 | AdvisorNet Financial Inc | 29,251 | $809K | 0.1% | -26.4% | 0.006% | |
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| 7/14/2025 | Foster Group Inc. | 7,890 | $218K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | Acropolis Investment Management LLC | 9,684 | $268K | 0.0% | -18.9% | 0.002% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 12,163 | $337K | 0.1% | +21.9% | 0.003% | |
| 7/14/2025 | Friday Financial | 228,956 | $6.34M | 3.2% | -1.2% | 0.050% | |
| 7/14/2025 | Chapin Davis Inc. | 12,495 | $346K | 0.1% | +13.1% | 0.003% | |
| 7/14/2025 | GAMMA Investing LLC | 7,223 | $200K | 0.0% | -17.2% | 0.002% | |
| 7/14/2025 | Ridgewood Investments LLC | 42,099 | $1.17M | 0.5% | +53.9% | 0.009% | |
| 7/14/2025 | Abound Wealth Management | 951 | $26K | 0.0% | +993.1% | 0.000% | |
| 7/14/2025 | Whitener Capital Management Inc. | 47,056 | $1.30M | 0.3% | +6.2% | 0.010% | |
| 7/14/2025 | Park Avenue Securities LLC | 25,226 | $698K | 0.0% | +12.5% | 0.006% | |
