| 7/22/2025 | 4Thought Financial Group Inc. | 2,620 | $288K | 0.2% | -3.6% | 0.002% | |
| 7/22/2025 | Apexium Financial LP | 4,771 | $525K | 0.0% | -17.3% | 0.004% | |
| 7/21/2025 | Pflug Koory LLC | 14,861 | $1.64M | 0.8% | -3.2% | 0.012% | |
| 7/21/2025 | Tilia Fiduciary Partners Inc. | 5,623 | $619K | 0.4% | -9.3% | 0.005% | |
| 7/21/2025 | Curran Financial Partners LLC | 25,284 | $2.78M | 0.6% | -50.8% | 0.020% | |
| 7/21/2025 | Ascent Group LLC | 5,791 | $637K | 0.0% | -13.0% | 0.005% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,460 | $601K | 0.0% | -36.8% | 0.004% | |
| 7/21/2025 | Atwater Malick LLC | 6,573 | $723K | 0.2% | -6.1% | 0.005% | |
| 7/21/2025 | Hilltop National Bank | 330 | $36K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 90,000 | $9.90M | 0.0% | -8.0% | 0.072% | |
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| 7/21/2025 | First National Bank & Trust Co. of Newtown | 85,755 | $9.44M | 1.9% | -0.7% | 0.069% | |
| 7/18/2025 | Viewpoint Investment Partners Corp | 318,500 | $35.05M | 19.2% | -51.3% | 0.254% | |
| 7/18/2025 | Naples Global Advisors LLC | 4,440 | $489K | 0.0% | -7.5% | 0.004% | |
| 7/18/2025 | Pure Financial Advisors LLC | 133,971 | $14.74M | 0.3% | -3.8% | 0.107% | |
| 7/18/2025 | Trust Co. of Vermont | 5,186 | $571K | 0.0% | -17.9% | 0.004% | |
| 7/18/2025 | Lynx Investment Advisory | 2,961 | $326K | 0.2% | -8.1% | 0.002% | |
| 7/18/2025 | SigFig Wealth Management LLC | 28,344 | $3.11M | 0.1% | -3.5% | 0.023% | |
| 7/18/2025 | PFG Investments LLC | 16,084 | $1.77M | 0.1% | +29.1% | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 125,526 | $13.81M | 0.0% | -3.2% | 0.100% | |
| 7/18/2025 | WealthNavi Inc. | 764,530 | $84.13M | 0.8% | -4.1% | 0.611% | |
| 7/18/2025 | First United Bank & Trust | 6,450 | $710K | 0.2% | +44.5% | 0.005% | |
| 7/17/2025 | Park Place Capital Corp | 8,024 | $879K | 0.2% | -35.9% | 0.006% | |
| 7/17/2025 | Capital Investment Advisors LLC | 13,997 | $1.54M | 0.0% | -2.6% | 0.011% | |
| 7/17/2025 | White Pine Investment CO | 85,650 | $9.43M | 2.4% | +4.4% | 0.068% | |
| 7/17/2025 | Northwest Wealth Management LLC | 9,353 | $1.03M | 0.2% | +1.1% | 0.007% | |
| 7/17/2025 | LexAurum Advisors LLC | 2,297 | $253K | 0.0% | -21.1% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 31,214 | $3.44M | 0.0% | -14.8% | 0.025% | |
| 7/17/2025 | Olympus Wealth Management LLC | 4,192 | $461K | 0.2% | -54.6% | 0.003% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 3,168 | $349K | 0.0% | -56.0% | 0.003% | |
| 7/17/2025 | Sound Income Strategies LLC | 450 | $50K | 0.0% | +68.5% | 0.000% | |
| 7/17/2025 | City Holding Co. | 1,506 | $166K | 0.0% | -18.8% | 0.001% | |
| 7/17/2025 | Grandview Asset Management LLC | 4,737 | $521K | 0.2% | -7.0% | 0.004% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 10,531 | $1.16M | 0.2% | -14.1% | 0.008% | |
| 7/17/2025 | Stone Summit Wealth LLC | 23,617 | $2.60M | 0.8% | +7.0% | 0.019% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 9,817 | $1.08M | 0.1% | -1.1% | 0.008% | |
| 7/17/2025 | Charles Schwab Trust Co | 81,235 | $8.94M | 0.7% | -2.6% | 0.065% | |
| 7/16/2025 | Old Port Advisors | 2,715 | $299K | 0.1% | -14.3% | 0.002% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 155,064 | $16.92M | 2.6% | -3.5% | 0.124% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 325 | $36K | 0.0% | +160.0% | 0.000% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 509 | $56K | 0.0% | +25.7% | 0.000% | |
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| 7/16/2025 | Fischer Financial Services Inc. | 106,016 | $11.67M | 3.4% | +2.7% | 0.085% | |
| 7/16/2025 | Dakota Wealth Management | 279,581 | $30.77M | 0.6% | -0.9% | 0.223% | |
| 7/16/2025 | Perigon Wealth Management LLC | 21,226 | $2.34M | 0.1% | -1.6% | 0.017% | |
| 7/15/2025 | McAdam LLC | 3,191 | $351K | 0.0% | -13.3% | 0.003% | |
| 7/15/2025 | Signet Financial Management LLC | 4,889 | $538K | 0.1% | +11.6% | 0.004% | |
| 7/15/2025 | TD Private Client Wealth LLC | 17,278 | $1.90M | 0.0% | +2.3% | 0.014% | |
| 7/15/2025 | Charter Capital Management LLC DE | 4,542 | $500K | 0.3% | N/A | 0.004% | |
| 7/15/2025 | Norden Group LLC | 8,041 | $885K | 0.1% | -49.0% | 0.006% | |
| 7/15/2025 | Legacy Financial Group LLC | 3,658 | $403K | 0.1% | -24.1% | 0.003% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 47,395 | $5.22M | 1.1% | -6.4% | 0.038% | |
| 7/15/2025 | Fifth Third Bancorp | 8,690 | $956K | 0.0% | -5.5% | 0.007% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 127,659 | $14.05M | 1.8% | -2.2% | 0.102% | |
| 7/15/2025 | Kwmg LLC | 273,799 | $30.13M | 2.8% | -0.7% | 0.219% | |
| 7/15/2025 | Farrell Financial LLC | 7,207 | $793K | 0.5% | +3.5% | 0.006% | |
| 7/15/2025 | Fortitude Family Office LLC | 30,872 | $3.40M | 1.1% | -14.2% | 0.025% | |
| 7/15/2025 | Cordant Inc. | 23,404 | $2.58M | 1.2% | +1.8% | 0.019% | |
| 7/15/2025 | Christensen King & Associates Investment Services Inc. | 9,027 | $993K | 0.5% | -2.9% | 0.007% | |
| 7/14/2025 | E&G Advisors LP | 13,737 | $1.51M | 0.4% | -8.3% | 0.011% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 3,389 | $373K | 0.1% | +1,003.9% | 0.003% | |
| 7/14/2025 | Golden State Equity Partners | 5,763 | $634K | 0.1% | +3.5% | 0.005% | |
| 7/14/2025 | AdvisorNet Financial Inc | 3,659 | $403K | 0.0% | -17.3% | 0.003% | |
| 7/14/2025 | BlueSky Wealth Advisors LLC | 108,741 | $11.97M | 1.7% | -2.8% | 0.087% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 2,133 | $235K | 0.0% | +72.2% | 0.002% | |
| 7/14/2025 | ABLE Financial Group LLC | 2,692 | $296K | 0.1% | -25.6% | 0.002% | |
| 7/14/2025 | Park Avenue Securities LLC | 6,927 | $762K | 0.0% | -9.3% | 0.006% | |
| 7/14/2025 | Sound Stewardship LLC | 50,756 | $5.59M | 2.9% | +3.1% | 0.040% | |
| 7/14/2025 | Matrix Trust Co | 4,165 | $458K | 0.1% | -76.3% | 0.003% | |
| 7/14/2025 | Sowell Financial Services LLC | 7,482 | $823K | 0.0% | -2.4% | 0.006% | |
| 7/11/2025 | Westfuller Advisors LLC | 6,560 | $722K | 0.4% | -5.1% | 0.005% | |
| 7/11/2025 | Prosperity Planning Inc. | 11,162 | $1.23M | 0.4% | -1.4% | 0.009% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 5,450 | $600K | 0.0% | -3.8% | 0.004% | |
| 7/11/2025 | Adirondack Trust Co. | 30,579 | $3.37M | 1.2% | -6.2% | 0.024% | |
| 7/11/2025 | William Howard & Co Financial Advisors Inc | 13,251 | $1.46M | 1.3% | -9.0% | 0.011% | |
| 7/11/2025 | Spring Capital Management LLC | 14,386 | $1.58M | 0.8% | +1.4% | 0.011% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 479,871 | $51.85M | 0.0% | N/A | 0.383% | |
| 7/11/2025 | Grove Bank & Trust | 279 | $31K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 254 | $28K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | CWC Advisors LLC. | 9,462 | $1.04M | 0.5% | +5.6% | 0.008% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 2,956 | $325K | 0.0% | +7.5% | 0.002% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 51,757 | $5.70M | 2.6% | +2.4% | 0.041% | |
| 7/10/2025 | Family Legacy Financial Solutions LLC | 10,816 | $1.19M | 1.0% | N/A | 0.009% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 25,512 | $2.79M | 0.1% | -3.1% | 0.020% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 162,143 | $17.73M | 0.0% | -9.1% | 0.129% | |
| 7/10/2025 | Bath Savings Trust Co | 6,338 | $697K | 0.1% | -4.6% | 0.005% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 2,900 | $319K | 0.0% | -11.8% | 0.002% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 24,381 | $2.68M | 0.2% | +5.0% | 0.019% | |
| 7/10/2025 | Focus Financial Network Inc. | 4,834 | $532K | 0.0% | -3.1% | 0.004% | |
| 7/10/2025 | Sovran Advisors LLC | 2,570 | $280K | 0.0% | -21.8% | 0.002% | |
| 7/9/2025 | Procyon Advisors LLC | 14,611 | $1.61M | 0.2% | -7.4% | 0.012% | |
| 7/9/2025 | Fermata Advisors LLC | 40,601 | $4.47M | 1.2% | -1.1% | 0.032% | |
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| 7/9/2025 | Balefire LLC | 6,569 | $723K | 0.2% | +175.8% | 0.005% | |
| 7/9/2025 | Alesco Advisors LLC | 14,479 | $1.59M | 0.0% | -1.5% | 0.012% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 2,684 | $293K | 0.1% | -11.7% | 0.002% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 1,944 | $214K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | Westmount Partners LLC | 3,240 | $357K | 0.1% | -25.9% | 0.003% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 36,854 | $4.06M | 0.1% | +11.7% | 0.029% | |
| 7/8/2025 | First National Corp MA ADV | 5,380 | $592K | 0.1% | +5.2% | 0.004% | |
| 7/8/2025 | Chemistry Wealth Management LLC | 10,446 | $1.15M | 0.2% | +1.9% | 0.008% | |
| 7/8/2025 | Atlas Brown Inc. | 7,085 | $780K | 0.3% | +8.4% | 0.006% | |
| 7/8/2025 | Webster Bank N. A. | 1,916 | $211K | 0.0% | -5.7% | 0.002% | |
