| 7/18/2025 | Vicus Capital | 1,220 | $201K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | Pure Financial Advisors LLC | 31,276 | $5.14M | 0.1% | -3.4% | 0.029% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 61,150 | $10.06M | 1.1% | +15.1% | 0.056% | |
| 7/18/2025 | Trust Co. of Vermont | 9,810 | $1.61M | 0.1% | -12.5% | 0.009% | |
| 7/18/2025 | Marino Stram & Associates LLC | 7,176 | $1.18M | 0.2% | +7.2% | 0.007% | |
| 7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 8,648 | $1.42M | 1.8% | -1.1% | 0.008% | |
| 7/18/2025 | Lowery Thomas LLC | 1,886 | $310K | 0.2% | -13.9% | 0.002% | |
| 7/18/2025 | Provident Wealth Management LLC | 62,082 | $10.21M | 3.3% | -1.1% | 0.057% | |
| 7/18/2025 | PFG Investments LLC | 3,612 | $594K | 0.0% | -7.9% | 0.003% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 4,549 | $748K | 0.1% | -8.1% | 0.004% | |
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| 7/18/2025 | Midwest Financial Group LLC | 27,899 | $4.59M | 2.4% | +1.6% | 0.026% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 24,176 | $3.98M | 0.4% | +44.2% | 0.022% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 5,887 | $968K | 0.5% | -2.2% | 0.005% | |
| 7/18/2025 | Truist Financial Corp | 373,247 | $61.38M | 0.1% | -0.4% | 0.343% | |
| 7/18/2025 | First United Bank & Trust | 26,155 | $4.30M | 1.5% | -3.9% | 0.024% | |
| 7/17/2025 | Trivium Point Advisory LLC | 5,232 | $860K | 0.1% | -43.0% | 0.005% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 27,000 | $4.44M | 1.0% | +3.9% | 0.025% | |
| 7/17/2025 | Capital Investment Advisors LLC | 1,424 | $234K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 4,805 | $790K | 0.1% | +75.8% | 0.004% | |
| 7/17/2025 | Stephens Group Asset Management LLC | 1,190,312 | $195.76M | 14.1% | +9.0% | 1.094% | |
| 7/17/2025 | HB Wealth Management LLC | 34,833 | $5.73M | 0.0% | -7.6% | 0.032% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 77,108 | $12.68M | 0.0% | -6.3% | 0.071% | |
| 7/17/2025 | Fee Only Financial Planning L.C. | 22,771 | $3.75M | 2.3% | +0.6% | 0.021% | |
| 7/17/2025 | Fifth Third Securities Inc. | 32,801 | $5.40M | 0.4% | +3.2% | 0.030% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 23,968 | $3.94M | 0.3% | -9.8% | 0.022% | |
| 7/17/2025 | ERn Financial LLC | 3,944 | $649K | 0.1% | -2.5% | 0.004% | |
| 7/17/2025 | Genesis Private Wealth LLC | 29,826 | $4.91M | 2.3% | +1.7% | 0.027% | |
| 7/17/2025 | City Holding Co. | 5,792 | $953K | 0.1% | -2.6% | 0.005% | |
| 7/17/2025 | Beacon Capital Management LLC | 864 | $142K | 0.0% | -17.6% | 0.001% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 16,027 | $2.65M | 0.2% | -3.0% | 0.015% | |
| 7/17/2025 | Mustard Seed Financial LLC | 23,753 | $3.91M | 2.8% | +4.8% | 0.022% | |
| 7/17/2025 | Avior Wealth Management LLC | 541,297 | $89.01M | 3.1% | +0.6% | 0.498% | |
| 7/17/2025 | XY Planning Network Inc. | 4,129 | $679K | 0.2% | N/A | 0.004% | |
| 7/17/2025 | Michels Family Financial LLC | 11,685 | $1.92M | 1.6% | +1.0% | 0.011% | |
| 7/17/2025 | Crane Advisory LLC | 2,213 | $370K | 0.1% | +56.7% | 0.002% | |
| 7/16/2025 | Diversified Enterprises LLC | 2,269 | $373K | 0.0% | -6.0% | 0.002% | |
| 7/16/2025 | Meredith Wealth Planning | 1,266 | $208K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 2,327 | $383K | 0.0% | -14.5% | 0.002% | |
| 7/16/2025 | Paragon Capital Management Ltd | 2,692 | $443K | 0.1% | +56.2% | 0.002% | |
| 7/16/2025 | Kendall Capital Management | 5,501 | $905K | 0.2% | N/A | 0.005% | |
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| 7/16/2025 | NovaPoint Capital LLC | 27,183 | $4.47M | 1.4% | -0.3% | 0.025% | |
| 7/16/2025 | Cove Private Wealth LLC | 5,405 | $889K | 0.3% | +87.9% | 0.005% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 8,648 | $1.42M | 1.8% | -1.1% | 0.008% | |
| 7/16/2025 | Falcon Wealth Planning | 143,637 | $23.62M | 2.4% | -2.4% | 0.132% | |
| 7/16/2025 | Tenret Co LLC | 31,890 | $5.25M | 2.9% | -3.9% | 0.029% | |
| 7/16/2025 | Old North State Wealth Management LLC | 3,545 | $584K | 0.3% | +7.6% | 0.003% | |
| 7/16/2025 | Dakota Wealth Management | 25,044 | $4.12M | 0.1% | -4.6% | 0.023% | |
| 7/16/2025 | Perigon Wealth Management LLC | 27,022 | $4.44M | 0.1% | -1.1% | 0.025% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 2,801 | $463K | 0.1% | -13.1% | 0.003% | |
| 7/16/2025 | Magnus Financial Group LLC | 6,098 | $1.00M | 0.1% | +2.0% | 0.006% | |
| 7/16/2025 | Plancorp LLC | 2,323 | $382K | 0.0% | -7.8% | 0.002% | |
| 7/16/2025 | Meridian Financial LLC | 4,507 | $741K | 0.5% | +3.4% | 0.004% | |
| 7/15/2025 | McAdam LLC | 309,883 | $50.96M | 2.8% | +4.9% | 0.285% | |
| 7/15/2025 | Well Done LLC | 10,032 | $1.65M | 0.3% | +1.4% | 0.009% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 1,321 | $217K | 0.1% | N/A | 0.001% | |
| 7/15/2025 | Signet Financial Management LLC | 17,481 | $2.88M | 0.4% | -2.0% | 0.016% | |
| 7/15/2025 | Total Wealth Planning LLC | 168,612 | $27.73M | 3.5% | +3.0% | 0.155% | |
| 7/15/2025 | TD Private Client Wealth LLC | 4,260 | $701K | 0.0% | +9.1% | 0.004% | |
| 7/15/2025 | Mather Group LLC. | 10,968 | $1.80M | 0.0% | +0.8% | 0.010% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 1,409 | $235K | 0.0% | -52.5% | 0.001% | |
| 7/15/2025 | Buttonwood Financial Advisors Inc. | 7,163 | $1.18M | 0.5% | +8.1% | 0.007% | |
| 7/15/2025 | Legacy Financial Group LLC | 4,890 | $804K | 0.1% | +5.3% | 0.004% | |
| 7/15/2025 | Maseco LLP | 1,968 | $324K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 42,270 | $6.95M | 1.5% | +1.1% | 0.039% | |
| 7/15/2025 | Fifth Third Bancorp | 88,250 | $14.51M | 0.1% | -1.8% | 0.081% | |
| 7/15/2025 | Forte Capital LLC ADV | 7,553 | $1.24M | 0.1% | -2.0% | 0.007% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 76,905 | $12.65M | 1.6% | +48.9% | 0.071% | |
| 7/15/2025 | Kwmg LLC | 191,367 | $31.47M | 3.0% | +2.8% | 0.176% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 45,610 | $7.50M | 1.3% | +3.7% | 0.042% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 910 | $150K | 0.0% | +13.9% | 0.001% | |
| 7/14/2025 | Baring Financial LLC | 33,426 | $5.50M | 4.1% | +4.0% | 0.031% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 21,063 | $3.46M | 0.7% | -2.6% | 0.019% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 697 | $115K | 0.0% | -12.4% | 0.001% | |
| 7/14/2025 | Friday Financial | 6,190 | $1.02M | 0.5% | +15.4% | 0.006% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 1,842 | $303K | 0.0% | -29.0% | 0.002% | |
| 7/14/2025 | Chapin Davis Inc. | 4,747 | $781K | 0.2% | +1.3% | 0.004% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 25,579 | $4.21M | 0.3% | +4.7% | 0.024% | |
| 7/14/2025 | Narus Financial Partners LLC | 3,137 | $516K | 0.2% | -21.9% | 0.003% | |
| 7/14/2025 | Clayton Financial Group LLC | 49,769 | $8.19M | 9.7% | -55.9% | 0.046% | |
| 7/14/2025 | Park Avenue Securities LLC | 60,953 | $10.02M | 0.1% | -4.0% | 0.056% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 27,670 | $4.55M | 3.8% | -1.1% | 0.025% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 2,750 | $452K | 0.2% | +5.7% | 0.003% | |
| 7/11/2025 | Prosperity Planning Inc. | 51,701 | $8.50M | 2.5% | -2.7% | 0.048% | |
| 7/11/2025 | Scott Capital Advisors LLC | 59,526 | $9.94M | 2.7% | -0.7% | 0.055% | |
| 7/11/2025 | Compass Ion Advisors LLC | 2,378 | $391K | 0.0% | -2.5% | 0.002% | |
| 7/11/2025 | Capital Advantage Inc. | 42,125 | $6.93M | 1.1% | -49.8% | 0.039% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,079 | $835K | 0.0% | -16.1% | 0.005% | |
| 7/11/2025 | Busey Bank | 6,391 | $1.05M | 0.0% | +56.1% | 0.006% | |
| 7/11/2025 | CX Institutional | 45,237 | $7.44M | 0.3% | +12.3% | 0.042% | |
| 7/11/2025 | UMB Bank n.a. | 35,645 | $5.86M | 0.1% | -5.6% | 0.033% | |
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| 7/11/2025 | My Legacy Advisors LLC | 7,881 | $1.33M | 0.5% | -6.6% | 0.007% | |
| 7/11/2025 | LongView Wealth Management | 2,245 | $369K | 0.1% | -6.3% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 2,674 | $440K | 0.0% | +6.4% | 0.002% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 28,896 | $4.75M | 0.0% | N/A | 0.027% | |
| 7/11/2025 | Grove Bank & Trust | 19,835 | $3.26M | 0.4% | +5.2% | 0.018% | |
| 7/10/2025 | Orgel Wealth Management LLC | 795,512 | $130.83M | 3.2% | +7.3% | 0.732% | |
| 7/10/2025 | HF Advisory Group LLC | 4,168 | $685K | 0.3% | +10.5% | 0.004% | |
| 7/10/2025 | Weinberger Asset Management Inc | 38,009 | $6.25M | 2.4% | +1.4% | 0.035% | |
| 7/10/2025 | Fulton Bank N.A. | 2,709 | $446K | 0.0% | -6.4% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 242,873 | $40.66M | 0.1% | -1.0% | 0.224% | |
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