| 5/2/2025 | Pecaut & CO. | 2,842 | $735K | 0.3% | +4.2% | 0.000% | |
| 5/2/2025 | Sachetta LLC | 6,808 | $1.76M | 0.7% | +3.8% | 0.001% | |
| 5/2/2025 | Burling Wealth Partners LLC | 68,948 | $17.83M | 3.8% | -2.3% | 0.007% | |
| 5/2/2025 | Retirement Planning Co of New England Inc. | 21,425 | $5.54M | 1.5% | +105.8% | 0.002% | |
| 5/2/2025 | Acas LLC | 3,872 | $995K | 0.8% | -1.9% | 0.000% | |
| 5/2/2025 | RWQ Financial Management Services Inc. | 905 | $234K | 0.2% | N/A | 0.000% | |
| 5/2/2025 | Forum Financial Management LP | 2,335 | $604K | 0.0% | +5.7% | 0.000% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 148,011 | $37.92M | 14.7% | +4.2% | 0.015% | |
| 5/2/2025 | Fortis Group Advisors LLC | 15,309 | $3.96M | 0.8% | -5.3% | 0.002% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 31,981 | $8.27M | 0.2% | -5.4% | 0.003% | |
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| 5/2/2025 | Montis Financial LLC | 9,254 | $2.39M | 0.7% | +44.2% | 0.001% | |
| 5/2/2025 | Members Trust Co | 2,243 | $580K | 0.0% | +95.4% | 0.000% | |
| 5/2/2025 | Bailard Inc. | 35,912 | $9.29M | 0.2% | +2.1% | 0.004% | |
| 5/2/2025 | Fee Only Financial Planning L.C. | 51,601 | $13.35M | 9.1% | -1.7% | 0.005% | |
| 5/2/2025 | Graypoint LLC | 43,494 | $11.25M | 0.7% | -5.9% | 0.004% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 37,507 | $9.70M | 0.8% | +1,117.4% | 0.004% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 15,086 | $3.90M | 0.3% | +7.4% | 0.002% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 12,043 | $3.11M | 0.5% | +0.8% | 0.001% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 6,892 | $1.78M | 0.4% | +3.6% | 0.001% | |
| 5/2/2025 | SWP Financial LLC | 9,599 | $2.48M | 1.5% | -2.7% | 0.001% | |
| 5/2/2025 | Stevens Capital Partners | 6,327 | $1.64M | 0.8% | -17.4% | 0.001% | |
| 5/2/2025 | Welch & Forbes LLC | 9,540 | $2.47M | 0.0% | -0.6% | 0.001% | |
| 5/2/2025 | Grandfield & Dodd LLC | 2,559 | $662K | 0.0% | +1.6% | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 410,358 | $106.13M | 1.5% | +1.8% | 0.041% | |
| 5/2/2025 | Guardian Wealth Advisors LLC | 2,282 | $590K | 0.4% | -17.3% | 0.000% | |
| 5/2/2025 | Parcion Private Wealth LLC | 1,059 | $274K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 11,480 | $2.97M | 0.0% | -16.4% | 0.001% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 4,912 | $1.27M | 0.1% | -54.8% | 0.000% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 8,148 | $2.09M | 0.2% | N/A | 0.001% | |
| 5/2/2025 | Tectonic Advisors LLC | 72,043 | $18.63M | 1.2% | +2.2% | 0.007% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 68,862 | $17.81M | 4.4% | +220.8% | 0.007% | |
| 5/2/2025 | Larson Financial Group LLC | 305,786 | $79.08M | 3.7% | -6.1% | 0.031% | |
| 5/2/2025 | Grange Capital LLC | 6,643 | $1.72M | 2.0% | +1.2% | 0.001% | |
| 5/2/2025 | PAX Financial Group LLC | 19,876 | $5.14M | 0.9% | -10.2% | 0.002% | |
| 5/2/2025 | Wealthfront Advisers LLC | 12,384 | $3.20M | 0.0% | +11.6% | 0.001% | |
| 5/2/2025 | First Business Financial Services Inc. | 2,969 | $768K | 0.1% | +4.8% | 0.000% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 8,670 | $2.24M | 0.3% | +1.6% | 0.001% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 87,814 | $22.71M | 0.6% | -0.2% | 0.009% | |
| 5/2/2025 | First Command Advisory Services Inc. | 545,449 | $141.06M | 1.4% | +5.5% | 0.055% | |
| 5/2/2025 | BluePointe Capital Management LLC | 3,864 | $999K | 0.4% | N/A | 0.000% | |
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| 5/2/2025 | Strata Wealth Advisors LLC | 6,178 | $1.60M | 0.5% | +1.3% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 30,173 | $7.80M | 0.2% | -1.2% | 0.003% | |
| 5/2/2025 | LJI Wealth Management LLC | 3,009 | $778K | 0.2% | +15.5% | 0.000% | |
| 5/2/2025 | Lokken Investment Group LLC | 24,544 | $6.35M | 2.7% | +7.6% | 0.002% | |
| 5/2/2025 | Apollon Wealth Management LLC | 14,686 | $3.80M | 0.1% | +20.6% | 0.001% | |
| 5/2/2025 | Red Wave Investments LLC | 37,586 | $9.72M | 3.5% | -9.1% | 0.004% | |
| 5/2/2025 | Sigma Planning Corp | 23,840 | $6.17M | 0.2% | +4.3% | 0.002% | |
| 5/2/2025 | Transcendent Capital Group LLC | 9,462 | $2.45M | 1.4% | +3.0% | 0.001% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 475 | $123K | 0.1% | +56.3% | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 1,540 | $398K | 0.0% | -33.7% | 0.000% | |
| 5/2/2025 | Slow Capital Inc. | 2,026 | $524K | 0.1% | -19.8% | 0.000% | |
| 5/2/2025 | Edgestream Partners L.P. | 956 | $247K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 75,120 | $19.43M | 4.0% | +9.2% | 0.008% | |
| 5/1/2025 | Florida Financial Advisors LLC | 3,585 | $927K | 0.4% | +2.8% | 0.000% | |
| 5/1/2025 | Bleakley Financial Group LLC | 339,412 | $87.78M | 2.8% | +4.8% | 0.034% | |
| 5/1/2025 | MTM Investment Management LLC | 974 | $253K | 0.1% | +18.1% | 0.000% | |
| 5/1/2025 | Key Financial Inc | 720 | $186K | 0.0% | +14.6% | 0.000% | |
| 5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 1,176 | $304K | 0.3% | -13.3% | 0.000% | |
| 5/1/2025 | Asset Dedication LLC | 4,393 | $1.14M | 0.1% | -33.1% | 0.000% | |
| 5/1/2025 | CWM LLC | 87,129 | $22.53M | 0.1% | +224.2% | 0.009% | |
| 5/1/2025 | TFR Capital LLC. | 2,653 | $686K | 0.3% | +5.4% | 0.000% | |
| 5/1/2025 | Hughes Financial Services LLC | 232 | $60K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Oxbow Advisors LLC | 3,205 | $829K | 0.1% | -5.7% | 0.000% | |
| 5/1/2025 | Pittenger & Anderson Inc. | 264,902 | $68.51M | 2.5% | +2.3% | 0.027% | |
| 5/1/2025 | GoalFusion Wealth Management LLC | 11,299 | $2.92M | 1.6% | +1.3% | 0.001% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 55,289 | $14.30M | 4.6% | +4.3% | 0.006% | |
| 5/1/2025 | TruNorth Capital Management LLC | 1,866 | $483K | 0.1% | +5,231.4% | 0.000% | |
| 5/1/2025 | High Note Wealth LLC | 4,384 | $1.13M | 0.3% | -1.1% | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 148,916 | $38.51M | 0.6% | -14.0% | 0.015% | |
| 5/1/2025 | FDx Advisors Inc. | 5,447 | $1.41M | 0.5% | -73.2% | 0.001% | |
| 5/1/2025 | Platform Technology Partners | 3,945 | $1.02M | 0.3% | -1.1% | 0.000% | |
| 5/1/2025 | Nikulski Financial Inc. | 30,338 | $7.85M | 2.4% | +2.2% | 0.003% | |
| 5/1/2025 | Mathes Company Inc. | 1,480 | $383K | 0.2% | -10.1% | 0.000% | |
| 5/1/2025 | Northwest Capital Management Inc | 15,801 | $4.09M | 1.7% | +35,013.3% | 0.002% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 1,877 | $485K | 0.2% | +5.6% | 0.000% | |
| 5/1/2025 | Ballentine Partners LLC | 65,088 | $16.83M | 0.3% | +0.2% | 0.007% | |
| 5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 5,389 | $1.39M | 0.3% | -8.4% | 0.001% | |
| 5/1/2025 | Roger Wittlin Investment Advisory LLC | 19,467 | $5.04M | 2.9% | -1.5% | 0.002% | |
| 5/1/2025 | SkyOak Wealth LLC | 1,143 | $296K | 0.1% | -3.9% | 0.000% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 2,744 | $699K | 0.4% | -9.1% | 0.000% | |
| 5/1/2025 | ARK & TLK Investments LLC | 4,351 | $1.13M | 0.4% | -2.0% | 0.000% | |
| 5/1/2025 | Forum Private Client Group LLC | 27,223 | $7.04M | 3.1% | +5.6% | 0.003% | |
| 5/1/2025 | Fortem Financial Group LLC | 1,596 | $413K | 0.2% | +10.4% | 0.000% | |
| 5/1/2025 | Beirne Wealth Consulting Services LLC | 28,243 | $7.31M | 2.6% | +0.5% | 0.003% | |
| 5/1/2025 | IFC Advisors LLC | 136,481 | $35.30M | 7.4% | -1.7% | 0.014% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 460 | $119K | 0.1% | +16.5% | 0.000% | |
| 5/1/2025 | American Financial Advisors LLC | 90,791 | $23.48M | 3.4% | -2.1% | 0.009% | |
| 5/1/2025 | Lane & Associates LLC | 10,916 | $2.82M | 1.5% | -3.3% | 0.001% | |
| 5/1/2025 | Fifth Third Securities Inc. | 14,724 | $3.81M | 0.3% | +0.3% | 0.001% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 62,464 | $16.15M | 5.1% | +1.7% | 0.006% | |
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| 5/1/2025 | Diversify Wealth Management LLC | 33,896 | $8.68M | 0.6% | +2.0% | 0.003% | |
| 5/1/2025 | Fonville Wealth Management LLC | 26,506 | $6.83M | 2.0% | +2.8% | 0.003% | |
| 5/1/2025 | Sage Rhino Capital LLC | 65,286 | $16.88M | 3.9% | +3.0% | 0.007% | |
| 5/1/2025 | Country Club Bank | 15,867 | $4.08M | 0.3% | +6.0% | 0.002% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 8,702 | $2.25M | 1.9% | -1.2% | 0.001% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 56,950 | $14.45M | 1.5% | -17.5% | 0.006% | |
| 4/30/2025 | Seamount Financial Group Inc. | 10,248 | $2.65M | 1.8% | +5.9% | 0.001% | |
| 4/30/2025 | Weil Company Inc. | 12,023 | $3.11M | 0.9% | +75.4% | 0.001% | |
| 4/30/2025 | FIDELIS iM LLC | 70,700 | $18.28M | 8.5% | -1.6% | 0.007% | |
| 4/30/2025 | Christopher J. Hasenberg Inc | 744 | $193K | 0.1% | +1,671.4% | 0.000% | |
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