| 7/11/2025 | Annex Advisory Services LLC | 10,645 | $522K | 0.0% | -6.2% | 0.001% | |
| 7/11/2025 | Prosperity Planning Inc. | 27,461 | $1.35M | 0.4% | +60.5% | 0.004% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 16,662 | $817K | 0.3% | +3.9% | 0.002% | |
| 7/11/2025 | Trinity Wealth Management LLC | 11,436 | $561K | 0.2% | +4.8% | 0.001% | |
| 7/11/2025 | Scott Capital Advisors LLC | 17,490 | $856K | 0.2% | +10.6% | 0.002% | |
| 7/11/2025 | Hilltop Wealth Advisors LLC | 55,360 | $2.71M | 1.5% | -70.9% | 0.007% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 194,856 | $9.55M | 4.4% | -29.9% | 0.025% | |
| 7/11/2025 | Mallini Complete Financial Planning LLC | 196,404 | $9.63M | 8.4% | +10.5% | 0.025% | |
| 7/11/2025 | Farther Finance Advisors LLC | 86,396 | $4.24M | 0.1% | -24.2% | 0.011% | |
| 7/11/2025 | Great Waters Wealth Management | 59,289 | $2.91M | 0.4% | -2.0% | 0.008% | |
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| 7/11/2025 | Busey Bank | 34,996 | $1.72M | 0.1% | -2.6% | 0.005% | |
| 7/11/2025 | CX Institutional | 285,539 | $14M | 0.5% | -50.5% | 0.037% | |
| 7/11/2025 | UMB Bank n.a. | 148,052 | $7.26M | 0.1% | -14.8% | 0.019% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 26,172 | $1.28M | 0.4% | -30.3% | 0.003% | |
| 7/11/2025 | My Legacy Advisors LLC | 95,148 | $4.66M | 1.7% | +30.5% | 0.012% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 61,608 | $3.02M | 0.3% | -42.7% | 0.008% | |
| 7/11/2025 | LongView Wealth Management | 5,702 | $280K | 0.1% | N/A | 0.001% | |
| 7/11/2025 | Grove Bank & Trust | 287,596 | $14.10M | 1.8% | +1.6% | 0.037% | |
| 7/10/2025 | Anderson Hoagland & Co. | 350,758 | $17.20M | 1.6% | +9.1% | 0.045% | |
| 7/10/2025 | Orgel Wealth Management LLC | 2,926,845 | $143.50M | 3.5% | +19.1% | 0.379% | |
| 7/10/2025 | IMPACTfolio LLC | 26,790 | $1.31M | 0.6% | N/A | 0.003% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 147,712 | $7.24M | 2.0% | +9.1% | 0.019% | |
| 7/10/2025 | Stewardship Advisors LLC | 247,790 | $12.15M | 3.1% | +1.8% | 0.032% | |
| 7/10/2025 | PMV Capital Advisers LLC | 1,922 | $94K | 0.2% | N/A | 0.000% | |
| 7/10/2025 | Moody National Bank Trust Division | 178,896 | $8.77M | 0.8% | +39.6% | 0.023% | |
| 7/10/2025 | Security National Bank | 1,058 | $52K | 0.0% | -73.9% | 0.000% | |
| 7/10/2025 | Rockland Trust Co. | 7,475 | $366K | 0.0% | -23.1% | 0.001% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 149,146 | $7.31M | 2.3% | -4.2% | 0.019% | |
| 7/10/2025 | Envision Financial LLC | 45,077 | $2.21M | 1.5% | +385.1% | 0.006% | |
| 7/10/2025 | Fulton Bank N.A. | 59,135 | $2.90M | 0.1% | +7.9% | 0.008% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 16,272 | $798K | 0.2% | N/A | 0.002% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 40,867 | $2M | 0.1% | +2.3% | 0.005% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,722,114 | $84.30M | 0.1% | +7.2% | 0.223% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 34,091 | $1.67M | 0.7% | N/A | 0.004% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 16,583 | $813K | 0.2% | -14.9% | 0.002% | |
| 7/10/2025 | Moller Wealth Partners | 360,832 | $17.69M | 3.9% | -1.3% | 0.047% | |
| 7/10/2025 | Wedmont Private Capital | 1,327,687 | $64.99M | 2.8% | -2.8% | 0.172% | |
| 7/10/2025 | Brooklyn FI LLC | 216,125 | $10.60M | 2.7% | -25.9% | 0.028% | |
| 7/10/2025 | Sunflower Bank N.A. | 855,462 | $41.94M | 10.6% | +5.2% | 0.111% | |
| 7/9/2025 | Roth Financial Partners LLC | 255,174 | $12.51M | 4.5% | -8.1% | 0.033% | |
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| 7/9/2025 | Breakwater Investment Management | 19,814 | $971K | 0.4% | +45.5% | 0.003% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 56,146 | $2.75M | 0.1% | +3.0% | 0.007% | |
| 7/9/2025 | Lincoln Capital Corp | 17,296 | $848K | 0.3% | +2.2% | 0.002% | |
| 7/9/2025 | OLIO Financial Planning | 95,448 | $4.68M | 1.5% | +39.8% | 0.012% | |
| 7/9/2025 | PFW Advisors LLC | 11,949 | $586K | 0.2% | -42.3% | 0.002% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 128,868 | $6.32M | 0.3% | +19.3% | 0.017% | |
| 7/9/2025 | Sapient Capital LLC | 18,438 | $904K | 0.0% | N/A | 0.002% | |
| 7/9/2025 | Taylor Hoffman Capital Management LLC | 21,750 | $1.07M | 0.4% | -3.1% | 0.003% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 24,510 | $1.20M | 0.4% | N/A | 0.003% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 113,157 | $5.55M | 0.7% | +7.5% | 0.015% | |
| 7/9/2025 | GSG Advisors LLC | 34,842 | $1.71M | 0.5% | +1.3% | 0.005% | |
| 7/9/2025 | Keystone Wealth Services LLC | 13,804 | $677K | 0.2% | +7.0% | 0.002% | |
| 7/9/2025 | Breakwater Capital Group | 22,447 | $1.10M | 0.2% | -42.5% | 0.003% | |
| 7/9/2025 | Alesco Advisors LLC | 52,060 | $2.55M | 0.1% | -11.3% | 0.007% | |
| 7/9/2025 | Burt Wealth Advisors | 134,418 | $6.59M | 1.5% | +40.3% | 0.017% | |
| 7/9/2025 | Veracity Capital LLC | 24,020 | $1.18M | 0.4% | N/A | 0.003% | |
| 7/9/2025 | Brand Asset Management Group Inc. | 5,626 | $276K | 0.1% | -43.2% | 0.001% | |
| 7/9/2025 | Bowman & Co S.C. | 118,489 | $5.81M | 2.6% | +27.9% | 0.015% | |
| 7/9/2025 | Riversedge Advisors LLC | 303,926 | $14.90M | 2.9% | +17.1% | 0.039% | |
| 7/9/2025 | High Probability Advisors LLC | 75,750 | $3.71M | 0.6% | -2.5% | 0.010% | |
| 7/9/2025 | ACT Wealth Management LLC | 29,088 | $1.43M | 0.6% | -1.4% | 0.004% | |
| 7/8/2025 | Lpwm LLC | 63,677 | $3.12M | 0.9% | +306.1% | 0.008% | |
| 7/8/2025 | FF Advisors LLC | 16,241 | $796K | 0.4% | +3.6% | 0.002% | |
| 7/8/2025 | Braun Bostich & Associates Inc. | 4,487 | $220K | 0.2% | -57.6% | 0.001% | |
| 7/8/2025 | Beacon Wealthcare LLC | 142,151 | $6.97M | 2.6% | +5.8% | 0.018% | |
| 7/8/2025 | Apella Capital LLC | 365,872 | $17.93M | 0.5% | +8.3% | 0.047% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 393,005 | $19.27M | 2.0% | -1.1% | 0.051% | |
| 7/8/2025 | Twele Capital Management Inc. | 34,648 | $1.70M | 0.3% | -2.9% | 0.004% | |
| 7/8/2025 | Parallel Advisors LLC | 7,856 | $385K | 0.0% | -76.0% | 0.001% | |
| 7/7/2025 | Horizons Wealth Management | 12,660 | $621K | 0.4% | +5.2% | 0.002% | |
| 7/7/2025 | Wealth Alliance Advisory Group LLC | 31,782 | $1.56M | 0.3% | -13.6% | 0.004% | |
| 7/7/2025 | Veery Capital LLC | 13,507 | $662K | 0.2% | +22.0% | 0.002% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 62,814 | $3.07M | 0.1% | -9.0% | 0.008% | |
| 7/7/2025 | Kings Path Partners LLC | 29,632 | $1.45M | 0.6% | +8.3% | 0.004% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 135,312 | $6.63M | 2.2% | +10.0% | 0.018% | |
| 7/7/2025 | First Citizens Financial Corp | 6,214 | $305K | 0.2% | +7.5% | 0.001% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 5,798 | $284K | 0.1% | +6.3% | 0.001% | |
| 7/7/2025 | Centurion Wealth Management LLC | 25,027 | $1.23M | 0.4% | +1.4% | 0.003% | |
| 7/3/2025 | Trinity Financial Advisors LLC | 195,385 | $9.58M | 2.9% | +29.5% | 0.025% | |
| 7/3/2025 | Garde Capital Inc. | 891,404 | $43.71M | 2.3% | -6.2% | 0.116% | |
| 7/3/2025 | Collective Family Office LLC | 46,240 | $2.27M | 0.6% | -18.3% | 0.006% | |
| 7/3/2025 | Stairway Partners LLC | 333,868 | $16.37M | 0.9% | +4.9% | 0.044% | |
| 7/1/2025 | Private Client Services LLC | 17,903 | $878K | 0.3% | +37.0% | 0.002% | |
| 6/24/2025 | Rainier Family Wealth Inc. | 17,151 | $851K | 1.0% | N/A | 0.002% | |
| 6/16/2025 | Lynx Investment Advisory | 9,740 | $483K | 0.3% | +72.7% | 0.001% | |
| 6/10/2025 | Birchbrook Inc. | 5,785 | $287K | 0.2% | +22.6% | 0.001% | |
| 6/3/2025 | Invst LLC | 83,032 | $4.12M | 0.6% | -21.5% | 0.011% | |
| 6/2/2025 | Modern Wealth Management LLC | 31,565 | $1.57M | 0.1% | -8.5% | 0.004% | |
| 5/29/2025 | Plum Street Advisors LLC | 42,843 | $2.13M | 1.0% | -2.4% | 0.006% | |
| 5/29/2025 | Apeiron RIA LLC | 20,245 | $1.01M | 0.3% | -18.9% | 0.003% | |
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| 5/28/2025 | Jones Financial Companies Lllp | 3,529,097 | $174.95M | 0.2% | +2.5% | 0.483% | |
| 5/28/2025 | Intrua Financial LLC | 5,633 | $280K | 0.0% | -5.1% | 0.001% | |
| 5/23/2025 | Strategic Financial Services Inc. | 26,162 | $1.30M | 0.1% | +31.4% | 0.004% | |
| 5/21/2025 | McAdam LLC | 85,660 | $4.25M | 0.3% | -28.9% | 0.012% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 122,326 | $6.07M | 0.2% | +74.8% | 0.017% | |
| 5/20/2025 | Tenret Co LLC | 252,224 | $12.52M | 7.6% | +19.5% | 0.034% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,732 | $433K | 0.1% | N/A | 0.001% | |
| 5/20/2025 | Belpointe Asset Management LLC | 24,635 | $1.22M | 0.1% | +12.7% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 909,113 | $45.11M | 0.1% | +293.6% | 0.124% | |
| 5/20/2025 | Strive Asset Management LLC | 5,345 | $265K | 0.2% | -94.9% | 0.001% | |
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