| 7/15/2025 | Sightline Wealth Advisors LLC | 995 | $276K | 0.1% | -9.0% | 0.001% | |
| 7/15/2025 | McAdam LLC | 80,703 | $22.35M | 1.2% | -0.5% | 0.118% | |
| 7/15/2025 | Signet Financial Management LLC | 3,282 | $909K | 0.1% | -7.2% | 0.005% | |
| 7/15/2025 | Total Wealth Planning LLC | 67,981 | $18.83M | 2.4% | +5.5% | 0.099% | |
| 7/15/2025 | TD Private Client Wealth LLC | 2,601 | $720K | 0.0% | -4.1% | 0.004% | |
| 7/15/2025 | Mather Group LLC. | 611,559 | $169.37M | 1.8% | -23.8% | 0.891% | |
| 7/15/2025 | Ballentine Partners LLC | 2,709 | $750K | 0.0% | +11.0% | 0.004% | |
| 7/15/2025 | Norden Group LLC | 1,527 | $423K | 0.0% | -61.8% | 0.002% | |
| 7/15/2025 | Axis Wealth Partners LLC | 1,777 | $492K | 0.3% | -3.7% | 0.003% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 11,215 | $3.11M | 0.7% | +0.9% | 0.016% | |
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| 7/15/2025 | Fifth Third Bancorp | 69,882 | $19.35M | 0.1% | -2.2% | 0.102% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 14,117 | $3.91M | 0.5% | +19.9% | 0.021% | |
| 7/15/2025 | Bay Capital Advisors LLC | 3,631 | $1.01M | 0.8% | -15.3% | 0.005% | |
| 7/15/2025 | Revisor Wealth Management LLC | 5,133 | $1.45M | 0.5% | -2.4% | 0.007% | |
| 7/15/2025 | Kure Advisory LLC | 3,453 | $956K | 0.6% | +31.9% | 0.005% | |
| 7/15/2025 | CGN Advisors LLC | 5,117 | $1.42M | 0.1% | +10.0% | 0.007% | |
| 7/15/2025 | GSB Wealth Management LLC | 4,332 | $1.20M | 0.3% | -32.2% | 0.006% | |
| 7/14/2025 | Seek First Inc. | 14,016 | $3.88M | 3.1% | +6.0% | 0.020% | |
| 7/14/2025 | Steigerwald Gordon & Koch Inc. | 726 | $201K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 396 | $110K | 0.0% | -19.0% | 0.001% | |
| 7/14/2025 | Argentarii LLC | 1,097 | $304K | 0.1% | N/A | 0.002% | |
| 7/14/2025 | Golden State Equity Partners | 4,879 | $1.35M | 0.3% | +84.1% | 0.007% | |
| 7/14/2025 | Cherrydale Wealth Management LLC | 1,622 | $449K | 0.2% | -12.8% | 0.002% | |
| 7/14/2025 | CJM Wealth Advisers Ltd. | 17,856 | $4.95M | 1.6% | -1.3% | 0.026% | |
| 7/14/2025 | Mechanics Bank Trust Department | 31,190 | $8.64M | 1.2% | +34.2% | 0.045% | |
| 7/14/2025 | Foster Group Inc. | 889 | $246K | 0.0% | N/A | 0.001% | |
| 7/14/2025 | GAMMA Investing LLC | 241 | $67K | 0.0% | +62.8% | 0.000% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 94 | $26K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 12,905 | $3.57M | 0.1% | +3.4% | 0.019% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 261 | $72K | 0.0% | +193.3% | 0.000% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 9,752 | $2.70M | 2.7% | +2.5% | 0.014% | |
| 7/14/2025 | Clayton Financial Group LLC | 7,172 | $1.99M | 2.4% | -78.2% | 0.010% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,898 | $1.36M | 0.0% | +8.6% | 0.007% | |
| 7/14/2025 | Sowell Financial Services LLC | 3,261 | $903K | 0.0% | -16.4% | 0.005% | |
| 7/11/2025 | Prosperity Planning Inc. | 18,841 | $5.22M | 1.5% | +3.2% | 0.027% | |
| 7/11/2025 | Compass Ion Advisors LLC | 8,219 | $2.28M | 0.2% | -12.3% | 0.012% | |
| 7/11/2025 | BTC Capital Management Inc. | 7,407 | $2.05M | 0.2% | -1.9% | 0.011% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,224 | $893K | 0.0% | -16.9% | 0.005% | |
| 7/11/2025 | CX Institutional | 34,872 | $9.66M | 0.3% | +37.0% | 0.051% | |
| 7/11/2025 | UMB Bank n.a. | 4,072 | $1.13M | 0.0% | -11.9% | 0.006% | |
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| 7/11/2025 | Shelton Wealth Management LLC | 9,294 | $2.57M | 1.2% | +0.6% | 0.014% | |
| 7/11/2025 | Brendel Financial Advisors LLC | 2,073 | $574K | 0.3% | N/A | 0.003% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 844 | $234K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 4,342 | $1.20M | 0.0% | +0.9% | 0.006% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 14,380 | $3.98M | 0.0% | N/A | 0.021% | |
| 7/10/2025 | Oldfather Financial Services LLC | 2,012 | $557K | 0.2% | +60.3% | 0.003% | |
| 7/10/2025 | Trust Point Inc. | 7,747 | $2.15M | 0.2% | -40.7% | 0.011% | |
| 7/10/2025 | Wedmont Private Capital | 4,193 | $1.19M | 0.1% | +9.7% | 0.006% | |
| 7/10/2025 | American Financial Advisors LLC | 130,876 | $36.25M | 5.1% | -1.6% | 0.191% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 28,772 | $7.97M | 2.5% | +10.4% | 0.042% | |
| 7/10/2025 | Professional Financial Advisors LLC | 825 | $228K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | Focus Financial Network Inc. | 29,798 | $8.27M | 0.3% | +4.0% | 0.043% | |
| 7/10/2025 | Sovran Advisors LLC | 6,621 | $1.85M | 0.2% | -2.9% | 0.010% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 48,562 | $13.45M | 3.1% | +18.5% | 0.071% | |
| 7/9/2025 | Aurelius Family Office LLC | 9,235 | $2.56M | 1.2% | +15.5% | 0.013% | |
| 7/9/2025 | Channel Wealth LLC | 723 | $200K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | Towerpoint Wealth LLC | 28,883 | $8.00M | 3.5% | +3.9% | 0.042% | |
| 7/9/2025 | Procyon Advisors LLC | 2,524 | $699K | 0.1% | -86.9% | 0.004% | |
| 7/9/2025 | Fermata Advisors LLC | 1,083 | $300K | 0.1% | -87.9% | 0.002% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 57,801 | $16.01M | 1.6% | -0.5% | 0.084% | |
| 7/9/2025 | Balefire LLC | 3,157 | $874K | 0.2% | N/A | 0.005% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 111,949 | $31.00M | 4.1% | -0.6% | 0.163% | |
| 7/9/2025 | Krilogy Financial LLC | 11,242 | $3.11M | 0.2% | +5.7% | 0.016% | |
| 7/9/2025 | Fiduciary Alliance LLC | 4,391 | $1.22M | 0.1% | N/A | 0.006% | |
| 7/9/2025 | Bowman & Co S.C. | 1,443 | $400K | 0.2% | -4.1% | 0.002% | |
| 7/9/2025 | Riversedge Advisors LLC | 12,319 | $3.41M | 0.7% | -15.0% | 0.018% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 32,621 | $9.03M | 0.2% | -5.6% | 0.048% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 3,236 | $911K | 0.3% | N/A | 0.005% | |
| 7/8/2025 | Juncture Wealth Strategies LLC | 11,214 | $3.11M | 1.1% | -19.7% | 0.016% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 1,750 | $485K | 0.1% | -47.1% | 0.003% | |
| 7/8/2025 | Apella Capital LLC | 2,159 | $601K | 0.0% | +24.9% | 0.003% | |
| 7/8/2025 | Parallel Advisors LLC | 7,163 | $1.98M | 0.0% | +7.5% | 0.010% | |
| 7/8/2025 | Peirce Capital Management LLC | 758 | $210K | 0.1% | N/A | 0.001% | |
| 7/8/2025 | Madison Park Capital Advisors LLC | 776 | $215K | 0.2% | N/A | 0.001% | |
| 7/7/2025 | Veery Capital LLC | 38,217 | $10.58M | 3.6% | +6.3% | 0.056% | |
| 7/7/2025 | Wesbanco Bank Inc. | 49,306 | $13.66M | 0.4% | +3.9% | 0.072% | |
| 7/7/2025 | Whitaker Myers Wealth Managers LTD. | 64,839 | $17.96M | 4.5% | +13.5% | 0.094% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,463 | $405K | 0.1% | +10.1% | 0.002% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 1,298 | $360K | 0.0% | -36.3% | 0.002% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 847 | $234K | 0.0% | N/A | 0.001% | |
| 7/3/2025 | Arvest Investments Inc. | 29,919 | $8.29M | 1.2% | -0.2% | 0.043% | |
| 7/3/2025 | Garde Capital Inc. | 41,074 | $11.38M | 0.6% | -0.4% | 0.060% | |
| 7/3/2025 | Trust Co of the South | 26,664 | $7.38M | 1.3% | +56.1% | 0.039% | |
| 7/2/2025 | Dentgroup LLC | 7,298 | $2.02M | 1.4% | -2.6% | 0.011% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 2,160 | $598K | 0.1% | -21.4% | 0.003% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 4,354 | $1.21M | 0.1% | +12.7% | 0.006% | |
| 7/1/2025 | Kera Capital Partners Inc. | 11,903 | $3.30M | 0.6% | -52.6% | 0.017% | |
| 6/3/2025 | Invst LLC | 10,322 | $2.60M | 0.4% | -84.0% | 0.004% | |
| 5/28/2025 | Jones Financial Companies Lllp | 646,506 | $163.54M | 0.1% | -66.2% | 0.241% | |
| 5/23/2025 | SWAN Capital LLC | 23,932 | $6.03M | 2.8% | +34.7% | 0.009% | |
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| 5/21/2025 | Geneos Wealth Management Inc. | 12,754 | $3.21M | 0.1% | +80.0% | 0.005% | |
| 5/20/2025 | Tenret Co LLC | 18,072 | $4.55M | 2.8% | -3.6% | 0.007% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,822 | $1.72M | 0.1% | +12.1% | 0.003% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 6,822 | $1.72M | 0.3% | +12.1% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 218,678 | $55.06M | 0.1% | +2.3% | 0.081% | |
| 5/20/2025 | Integrity Alliance LLC. | 27,184 | $6.84M | 0.3% | +1,050.4% | 0.010% | |
| 5/20/2025 | Anchor Investment Management LLC | 1,972 | $496K | 0.0% | +2.7% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 21,234 | $5.35M | 0.2% | +7.1% | 0.008% | |
| 5/16/2025 | Logan Capital Management Inc. | 417 | $105K | 0.0% | -21.6% | 0.000% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 4,627 | $1.17M | 0.1% | -6.9% | 0.002% | |
