| 7/18/2025 | Northstar Group Inc. | 3,638 | $259K | 0.0% | +19.7% | 0.002% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 6,079 | $433K | 0.0% | +6.8% | 0.003% | |
| 7/18/2025 | Consolidated Planning Corp | 158,397 | $11.29M | 1.4% | +0.6% | 0.078% | |
| 7/18/2025 | Vigilare Wealth Management | 127,435 | $9.08M | 3.4% | -42.4% | 0.063% | |
| 7/18/2025 | Trilogy Capital Inc. | 171,006 | $12.19M | 0.6% | -82.8% | 0.085% | |
| 7/18/2025 | Lynx Investment Advisory | 120,350 | $8.58M | 5.6% | -29.2% | 0.060% | |
| 7/18/2025 | Childress Capital Advisors LLC | 19,337 | $1.38M | 0.3% | N/A | 0.010% | |
| 7/18/2025 | PFG Investments LLC | 50,181 | $3.58M | 0.2% | N/A | 0.025% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 6,694 | $477K | 0.1% | N/A | 0.003% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 28,367 | $2.02M | 0.2% | -0.6% | 0.014% | |
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| 7/18/2025 | Wetzel Investment Advisors Inc. | 55,705 | $3.97M | 1.8% | -41.5% | 0.028% | |
| 7/18/2025 | Truist Financial Corp | 382,566 | $27.26M | 0.0% | +26.1% | 0.189% | |
| 7/17/2025 | HB Wealth Management LLC | 10,362 | $738K | 0.0% | +10.5% | 0.005% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 131,634 | $9.38M | 0.0% | +2.0% | 0.066% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 57,505 | $4.10M | 0.3% | -8.5% | 0.029% | |
| 7/17/2025 | ERn Financial LLC | 20,446 | $1.46M | 0.3% | -67.0% | 0.010% | |
| 7/17/2025 | Alpine Bank Wealth Management | 803,063 | $57.23M | 8.6% | -27.3% | 0.403% | |
| 7/17/2025 | Global Trust Asset Management LLC | 2,324 | $166K | 0.1% | -57.5% | 0.001% | |
| 7/17/2025 | Independence Bank of Kentucky | 464 | $33K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 38,017 | $2.71M | 0.7% | +40.5% | 0.019% | |
| 7/16/2025 | Signaturefd LLC | 15,716 | $1.12M | 0.0% | N/A | 0.008% | |
| 7/16/2025 | Paragon Capital Management Ltd | 752,029 | $53.59M | 9.8% | -0.6% | 0.378% | |
| 7/16/2025 | Novem Group | 3,855 | $275K | 0.0% | -31.7% | 0.002% | |
| 7/16/2025 | Cresta Advisors Ltd. | 212,780 | $15.16M | 7.4% | +4.4% | 0.107% | |
| 7/16/2025 | Owen LaRue LLC | 48,910 | $3.49M | 1.5% | +21.9% | 0.025% | |
| 7/16/2025 | Essex Financial Services Inc. | 126,785 | $9.04M | 0.6% | +17.2% | 0.064% | |
| 7/16/2025 | Perigon Wealth Management LLC | 13,376 | $953K | 0.0% | +2.6% | 0.007% | |
| 7/16/2025 | Maridea Wealth Management LLC | 3,514 | $250K | 0.1% | N/A | 0.002% | |
| 7/16/2025 | Meridian Financial LLC | 26,226 | $1.87M | 1.2% | +2.8% | 0.013% | |
| 7/15/2025 | Avaii Wealth Management LLC | 3,074 | $219K | 0.1% | -11.0% | 0.002% | |
| 7/15/2025 | Well Done LLC | 93,206 | $6.64M | 1.2% | -7.8% | 0.047% | |
| 7/15/2025 | Santori & Peters Inc. | 2,995 | $213K | 0.1% | N/A | 0.002% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 9,215 | $657K | 0.2% | -48.4% | 0.005% | |
| 7/15/2025 | Retireful LLC | 12,132 | $865K | 0.6% | +83.7% | 0.006% | |
| 7/15/2025 | Verum Partners LLC | 53,027 | $3.78M | 0.9% | -1.1% | 0.027% | |
| 7/15/2025 | Mather Group LLC. | 22,664 | $1.62M | 0.0% | +87.6% | 0.011% | |
| 7/15/2025 | EWG Elevate Inc. | 51,603 | $3.68M | 1.1% | N/A | 0.026% | |
| 7/15/2025 | RVW Wealth LLC | 32,848 | $2.34M | 0.2% | +0.7% | 0.016% | |
| 7/15/2025 | Kentucky Trust Co | 35,430 | $2.53M | 1.4% | -2.2% | 0.018% | |
| 7/15/2025 | BCS Wealth Management | 7,438 | $530K | 0.1% | +47.3% | 0.004% | |
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| 7/15/2025 | Fifth Third Bancorp | 4,250,785 | $302.91M | 1.0% | -2.2% | 2.135% | |
| 7/15/2025 | Sheets Smith Wealth Management | 20,298 | $1.45M | 0.2% | N/A | 0.010% | |
| 7/15/2025 | LVZ Inc. | 5,397 | $385K | 0.0% | +57.3% | 0.003% | |
| 7/15/2025 | Family Investment Center Inc. | 613,851 | $43.74M | 9.9% | +2.1% | 0.308% | |
| 7/15/2025 | ACT Advisors LLC. | 295,834 | $21.08M | 9.7% | -2.4% | 0.149% | |
| 7/15/2025 | Optima Capital LLC | 106,405 | $7.58M | 4.1% | +16.6% | 0.053% | |
| 7/14/2025 | Foster Group Inc. | 11,183 | $797K | 0.0% | N/A | 0.006% | |
| 7/14/2025 | Park Avenue Securities LLC | 33,383 | $2.38M | 0.0% | -3.8% | 0.017% | |
| 7/14/2025 | Sterling Group Wealth Management LLC | 278,118 | $19.82M | 11.0% | -30.1% | 0.140% | |
| 7/14/2025 | Sowell Financial Services LLC | 6,795 | $484K | 0.0% | -9.9% | 0.003% | |
| 7/11/2025 | Trinity Wealth Management LLC | 8,509 | $606K | 0.2% | +119.2% | 0.004% | |
| 7/11/2025 | Compass Ion Advisors LLC | 41,900 | $2.99M | 0.3% | +7.2% | 0.021% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,306 | $236K | 0.0% | +349.8% | 0.002% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 40,335 | $2.87M | 0.2% | +30.8% | 0.020% | |
| 7/11/2025 | Adirondack Trust Co. | 1,082 | $77K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Financial Advisory Corp | 2,960 | $211K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Bell Bank | 26,287 | $1.87M | 0.1% | +6.5% | 0.013% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 42,588 | $3.01M | 0.0% | N/A | 0.021% | |
| 7/10/2025 | Sterling Financial Group Inc. | 522,195 | $37.21M | 12.5% | N/A | 0.263% | |
| 7/10/2025 | Orgel Wealth Management LLC | 429,791 | $30.63M | 0.7% | +3.2% | 0.216% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 2,898 | $207K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 35,498 | $2.53M | 0.3% | +8.5% | 0.018% | |
| 7/10/2025 | HF Advisory Group LLC | 22,833 | $1.63M | 0.6% | -1.6% | 0.011% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 16,542 | $1.19M | 0.0% | +23.8% | 0.008% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,461,240 | $538.03M | 0.9% | -2.3% | 3.756% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 60,197 | $4.29M | 1.1% | +1.2% | 0.030% | |
| 7/10/2025 | Focus Financial Network Inc. | 234,262 | $16.69M | 0.7% | +8.0% | 0.118% | |
| 7/10/2025 | Sovran Advisors LLC | 11,175 | $800K | 0.1% | -49.0% | 0.006% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 34,995 | $2.49M | 0.1% | +17.4% | 0.018% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 229,618 | $16.36M | 1.9% | -3.2% | 0.116% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 4,455 | $317K | 0.0% | +40.7% | 0.002% | |
| 7/9/2025 | Breakwater Capital Group | 16,986 | $1.21M | 0.2% | +17.3% | 0.009% | |
| 7/9/2025 | Balefire LLC | 21,806 | $1.55M | 0.3% | N/A | 0.011% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 31,520 | $2.25M | 0.2% | +125.4% | 0.016% | |
| 7/9/2025 | Fiduciary Alliance LLC | 27,759 | $1.98M | 0.1% | +12.1% | 0.014% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 2,859 | $206K | 0.1% | N/A | 0.001% | |
| 7/8/2025 | Advance Capital Management Inc. | 14,214 | $1.01M | 0.0% | +46.6% | 0.007% | |
| 7/8/2025 | First International Bank & Trust | 569,374 | $40.57M | 14.1% | N/A | 0.287% | |
| 7/8/2025 | Legacy Private Trust Co. | 126,418 | $9.01M | 0.6% | -4.4% | 0.064% | |
| 7/8/2025 | Parallel Advisors LLC | 65,283 | $4.65M | 0.1% | -1.2% | 0.033% | |
| 7/7/2025 | Investors Research Corp | 17,636 | $1.26M | 0.2% | +11.0% | 0.009% | |
| 7/7/2025 | Park Edge Advisors LLC | 44,721 | $3.19M | 0.8% | -11.8% | 0.023% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 12,287 | $881K | 0.0% | -6.7% | 0.006% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 15,296 | $1.09M | 0.1% | +207.3% | 0.008% | |
| 7/7/2025 | TruWealth Advisors LLC | 259,665 | $18.50M | 1.0% | -0.4% | 0.131% | |
| 7/2/2025 | HBW Advisory Services LLC | 11,593 | $826K | 0.1% | +6.4% | 0.006% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 15,665 | $1.12M | 0.5% | -1.1% | 0.008% | |
| 6/16/2025 | Lynx Investment Advisory | 169,933 | $11.27M | 7.5% | +20.8% | 0.088% | |
| 6/13/2025 | Optima Capital LLC | 91,295 | $6.06M | 3.9% | +554.4% | 0.047% | |
| 5/28/2025 | Jones Financial Companies Lllp | 1,193,604 | $78.44M | 0.1% | +55.8% | 0.632% | |
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| 5/28/2025 | Silicon Valley Capital Partners | 21,985 | $1.45M | 0.2% | -4.1% | 0.012% | |
| 5/28/2025 | Intrua Financial LLC | 36,195 | $2.40M | 0.3% | -62.6% | 0.019% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 253,181 | $16.80M | 2.9% | +7.0% | 0.134% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 30,493 | $2.02M | 0.1% | +73.2% | 0.016% | |
| 5/20/2025 | Belpointe Asset Management LLC | 5,396 | $358K | 0.0% | N/A | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 62,303 | $4.13M | 0.0% | +1.3% | 0.033% | |
| 5/20/2025 | Integrity Alliance LLC. | 25,440 | $1.69M | 0.1% | N/A | 0.013% | |
| 5/20/2025 | Glenview Trust co | 10,258 | $681K | 0.0% | -2.9% | 0.005% | |
| 5/19/2025 | Jane Street Group LLC | 9,937 | $659K | 0.0% | +29.2% | 0.005% | |
| 5/19/2025 | SageView Advisory Group LLC | 6,355 | $422K | 0.0% | -34.9% | 0.003% | |
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