| 7/24/2025 | Comprehensive Money Management Services LLC | 16,335 | $696K | 0.5% | +4.1% | 0.006% | |
| 7/24/2025 | JNBA Financial Advisors | 340,424 | $14.50M | 1.4% | -11.4% | 0.127% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 32,157 | $1.42M | 0.3% | +60.0% | 0.012% | |
| 7/24/2025 | Wealth Management Resources Inc. | 91,365 | $3.89M | 1.3% | +12.7% | 0.034% | |
| 7/24/2025 | Blue Trust Inc. | 611 | $26K | 0.0% | -85.5% | 0.000% | |
| 7/24/2025 | Mengis Capital Management Inc. | 9,252 | $394K | 0.1% | -6.8% | 0.003% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 4,695 | $200K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 7,591 | $323K | 0.2% | N/A | 0.003% | |
| 7/24/2025 | IFP Advisors Inc | 40,549 | $1.73M | 0.0% | -15.9% | 0.015% | |
| 7/24/2025 | Financial Security Advisor Inc. | 325,882 | $13.88M | 3.2% | -4.2% | 0.122% | |
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| 7/24/2025 | Blair William & Co. IL | 35,732 | $1.52M | 0.0% | -27.6% | 0.013% | |
| 7/24/2025 | MFA Wealth Services | 37,506 | $1.60M | 1.2% | -15.4% | 0.014% | |
| 7/23/2025 | Values Added Financial LLC | 25,638 | $1.09M | 0.5% | +8.5% | 0.010% | |
| 7/23/2025 | Valmark Advisers Inc. | 6,263,369 | $266.82M | 3.7% | +7.1% | 2.339% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 27,462 | $1.17M | 0.2% | +18.9% | 0.010% | |
| 7/23/2025 | Opulen Financial Group LLC | 16,108 | $686K | 0.6% | +21.4% | 0.006% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 108,400 | $4.62M | 0.1% | +138.8% | 0.040% | |
| 7/23/2025 | Venturi Wealth Management LLC | 26,878 | $1.15M | 0.1% | -22.1% | 0.010% | |
| 7/23/2025 | TPG Financial Advisors LLC | 290,586 | $12.38M | 5.0% | +8.1% | 0.109% | |
| 7/23/2025 | BankPlus Trust Department | 14,830 | $632K | 0.2% | N/A | 0.006% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 35,891 | $1.53M | 0.1% | +7.9% | 0.013% | |
| 7/23/2025 | CFM Wealth Partners LLC | 63,092 | $2.69M | 0.4% | -0.8% | 0.024% | |
| 7/23/2025 | 626 Financial LLC | 109,777 | $4.68M | 2.5% | +26.9% | 0.041% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 9,604 | $409K | 0.1% | -18.7% | 0.004% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 14,985 | $638K | 0.0% | -80.7% | 0.006% | |
| 7/22/2025 | Belpointe Asset Management LLC | 8,515 | $363K | 0.0% | -46.1% | 0.003% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 257,459 | $10.97M | 0.0% | +3.3% | 0.096% | |
| 7/22/2025 | DAVENPORT & Co LLC | 870,012 | $37.06M | 0.2% | +17.0% | 0.325% | |
| 7/22/2025 | Valpey Financial Services LLC | 10,087 | $430K | 0.3% | N/A | 0.004% | |
| 7/22/2025 | Grimes & Company Inc. | 71,061 | $3.03M | 0.1% | -7.0% | 0.027% | |
| 7/22/2025 | Merit Financial Group LLC | 402,331 | $17.14M | 0.2% | -47.8% | 0.150% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 6,002 | $256K | 0.1% | -15.4% | 0.002% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 36,474 | $1.55M | 0.2% | -10.2% | 0.014% | |
| 7/22/2025 | Alta Wealth Advisors LLC | 41,989 | $1.79M | 0.8% | +2.7% | 0.016% | |
| 7/22/2025 | Simplicity Wealth LLC | 56,260 | $2.40M | 0.1% | N/A | 0.021% | |
| 7/22/2025 | Brown Miller Wealth Management LLC | 37,113 | $1.58M | 0.5% | +13.3% | 0.014% | |
| 7/22/2025 | Private Wealth Group LLC | 150,448 | $6.41M | 3.4% | -17.0% | 0.056% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 57,862 | $2.47M | 1.2% | +14.8% | 0.022% | |
| 7/22/2025 | Wealthcare Capital Management LLC | 42,122 | $1.79M | 0.2% | -1.5% | 0.016% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 1,629,859 | $69.43M | 1.6% | +18.0% | 0.609% | |
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| 7/22/2025 | Tandem Investment Partners LLC | 45,458 | $1.94M | 1.7% | +6.6% | 0.017% | |
| 7/22/2025 | Financial Insights Inc. | 211,555 | $9.01M | 3.3% | +4.7% | 0.079% | |
| 7/22/2025 | Stanich Group LLC | 4,691 | $207K | 0.2% | -9.7% | 0.002% | |
| 7/22/2025 | Apexium Financial LP | 28,969 | $1.23M | 0.1% | +103.8% | 0.011% | |
| 7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 132,177 | $5.63M | 0.6% | +11.2% | 0.049% | |
| 7/21/2025 | AIFG Consultants Ltd. | 6,229 | $265K | 0.5% | -7.4% | 0.002% | |
| 7/21/2025 | Sage Financial Management Group Inc. | 69,010 | $2.94M | 1.0% | -11.6% | 0.026% | |
| 7/21/2025 | Ascent Group LLC | 17,130 | $730K | 0.0% | +38.7% | 0.006% | |
| 7/21/2025 | Montz Harcus Wealth Management LLC | 217,701 | $9.27M | 4.5% | +7.2% | 0.081% | |
| 7/21/2025 | 1900 Wealth Management LLC | 94,265 | $4.02M | 0.3% | -17.1% | 0.035% | |
| 7/21/2025 | Exchange Capital Management Inc. | 188,609 | $8.04M | 1.2% | +10.5% | 0.070% | |
| 7/21/2025 | River Street Advisors LLC | 25,883 | $1.10M | 0.5% | +7.0% | 0.010% | |
| 7/21/2025 | Crews Bank & Trust | 664,125 | $28.29M | 4.5% | +7.5% | 0.248% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 18,539 | $790K | 0.3% | -26.4% | 0.007% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 17,143 | $730K | 0.1% | +1.6% | 0.006% | |
| 7/21/2025 | TFG Advisers LLC | 53,776 | $2.29M | 0.8% | -4.6% | 0.020% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 3,167,590 | $134.94M | 2.3% | +5.4% | 1.183% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 137,651 | $5.86M | 1.9% | +9.7% | 0.051% | |
| 7/18/2025 | Vicus Capital | 24,514 | $1.04M | 0.1% | +165.0% | 0.009% | |
| 7/18/2025 | Naples Global Advisors LLC | 42,513 | $1.81M | 0.2% | +7.4% | 0.016% | |
| 7/18/2025 | Pure Financial Advisors LLC | 283,107 | $12.06M | 0.2% | -6.9% | 0.106% | |
| 7/18/2025 | RKL Wealth Management LLC | 477,974 | $20.36M | 1.8% | +16.1% | 0.178% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 11,702 | $499K | 0.2% | N/A | 0.004% | |
| 7/18/2025 | Trilogy Capital Inc. | 154,041 | $6.56M | 0.3% | -47.9% | 0.058% | |
| 7/18/2025 | Truist Financial Corp | 843,519 | $35.93M | 0.1% | -0.5% | 0.315% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 13,261 | $565K | 0.8% | +84.4% | 0.005% | |
| 7/17/2025 | Park Place Capital Corp | 2,055 | $89K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | G&S Capital LLC | 49,486 | $2.11M | 0.8% | -18.4% | 0.018% | |
| 7/17/2025 | Sterling Investment Advisors Ltd. | 81,034 | $3.45M | 0.8% | +2.0% | 0.030% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 38,974 | $1.66M | 0.7% | +123.8% | 0.015% | |
| 7/17/2025 | LexAurum Advisors LLC | 15,245 | $649K | 0.1% | +4.1% | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 89,451 | $3.81M | 0.0% | -4.3% | 0.033% | |
| 7/17/2025 | ERn Financial LLC | 12,337 | $526K | 0.1% | -18.7% | 0.005% | |
| 7/17/2025 | Stone Summit Wealth LLC | 54,755 | $2.33M | 0.7% | +7.1% | 0.020% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 15,642 | $666K | 0.4% | -2.0% | 0.006% | |
| 7/17/2025 | Avior Wealth Management LLC | 496,579 | $21.15M | 0.7% | +2.4% | 0.186% | |
| 7/17/2025 | XY Planning Network Inc. | 30,903 | $1.32M | 0.4% | +53.0% | 0.012% | |
| 7/17/2025 | KWB Wealth | 176,079 | $7.18M | 0.8% | -24.3% | 0.066% | |
| 7/16/2025 | Marmo Financial Group LLC | 70,893 | $3.02M | 1.5% | -4.3% | 0.026% | |
| 7/16/2025 | Diversified Enterprises LLC | 6,191 | $264K | 0.0% | -11.0% | 0.002% | |
| 7/16/2025 | Cahaba Wealth Management Inc. | 314,664 | $13.41M | 1.0% | +56.5% | 0.118% | |
| 7/16/2025 | Independent Wealth Network Inc. | 8,561 | $365K | 0.1% | +3.0% | 0.003% | |
| 7/16/2025 | Rainier Family Wealth Inc. | 81,029 | $3.45M | 3.4% | -14.7% | 0.030% | |
| 7/16/2025 | NovaPoint Capital LLC | 40,583 | $1.73M | 0.5% | -9.1% | 0.015% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 110,454 | $4.83M | 0.7% | +7.6% | 0.041% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 539,269 | $22.97M | 1.0% | +14.4% | 0.201% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 5,477 | $233K | 0.0% | N/A | 0.002% | |
| 7/16/2025 | Legend Financial Advisors Inc. | 44,433 | $1.89M | 1.3% | -15.1% | 0.017% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 77,245 | $3.29M | 1.1% | +4.1% | 0.029% | |
| 7/16/2025 | Dakota Wealth Management | 1,118,045 | $47.63M | 1.0% | +25.3% | 0.418% | |
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| 7/16/2025 | Perigon Wealth Management LLC | 41,850 | $1.78M | 0.0% | -3.1% | 0.016% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 369,070 | $15.72M | 1.8% | -6.7% | 0.138% | |
| 7/16/2025 | Moneywise Inc. | 8,065 | $344K | 0.2% | -10.2% | 0.003% | |
| 7/16/2025 | Meridian Financial LLC | 65,070 | $2.77M | 1.8% | +1.3% | 0.024% | |
| 7/15/2025 | Surience Private Wealth LLC | 234,633 | $10.00M | 9.4% | N/A | 0.088% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 6,434 | $274K | 0.2% | N/A | 0.002% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 179,846 | $7.66M | 2.1% | -22.0% | 0.067% | |
| 7/15/2025 | Signet Financial Management LLC | 32,268 | $1.38M | 0.2% | +47.7% | 0.012% | |
| 7/15/2025 | Legacy Solutions LLC | 76,140 | $3.24M | 3.1% | +4.0% | 0.028% | |
| 7/15/2025 | TD Private Client Wealth LLC | 4,133 | $176K | 0.0% | +9.3% | 0.002% | |
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