| 7/11/2025 | Westfuller Advisors LLC | 12,886 | $1.72M | 1.0% | +2.2% | 0.003% | |
| 7/11/2025 | Wealth Management Partners LLC | 30,412 | $4.10M | 1.4% | +0.4% | 0.007% | |
| 7/11/2025 | Arthur M. Cohen & Associates LLC | 97,189 | $12.96M | 2.3% | +4.4% | 0.021% | |
| 7/11/2025 | Scott Capital Advisors LLC | 7,995 | $1.08M | 0.3% | -2.1% | 0.002% | |
| 7/11/2025 | Compass Ion Advisors LLC | 20,166 | $2.69M | 0.3% | +2.3% | 0.004% | |
| 7/11/2025 | First PREMIER Bank | 47,097 | $6.28M | 1.5% | -1.0% | 0.010% | |
| 7/11/2025 | Capital Advantage Inc. | 16,639 | $2.22M | 0.4% | -1.6% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 26,790 | $3.57M | 0.1% | +12.4% | 0.006% | |
| 7/11/2025 | Busey Bank | 47,277 | $6.30M | 0.2% | -0.5% | 0.010% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 1,650 | $220K | 0.0% | -18.1% | 0.000% | |
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| 7/11/2025 | CX Institutional | 33,493 | $4.47M | 0.2% | +49.0% | 0.007% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,264 | $169K | 0.1% | -7.8% | 0.000% | |
| 7/11/2025 | My Legacy Advisors LLC | 3,019 | $410K | 0.1% | -14.2% | 0.001% | |
| 7/11/2025 | AA Financial Advisors LLC | 76,009 | $10.13M | 2.2% | +12.3% | 0.017% | |
| 7/11/2025 | LongView Wealth Management | 7,215 | $962K | 0.3% | +10.7% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 4,605 | $614K | 0.1% | -2.3% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 19,340 | $2.58M | 0.1% | +17.4% | 0.004% | |
| 7/11/2025 | Bell Bank | 711,664 | $94.87M | 4.4% | +4.5% | 0.155% | |
| 7/11/2025 | Kapstone Financial Advisors LLC | 31,408 | $4.19M | 2.1% | -0.8% | 0.007% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 2,749,414 | $366.52M | 0.0% | N/A | 0.600% | |
| 7/10/2025 | Triangle Securities Wealth Management | 26,892 | $3.59M | 0.9% | -6.2% | 0.006% | |
| 7/10/2025 | Western Pacific Wealth Management LP | 57,384 | $7.65M | 7.3% | +17.8% | 0.013% | |
| 7/10/2025 | Arkfeld Wealth Strategies L.L.C. | 3,426 | $462K | 0.2% | +3.6% | 0.001% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 13,445 | $1.79M | 0.2% | +1.7% | 0.003% | |
| 7/10/2025 | Burns J W & Co. Inc. NY | 54,205 | $7.23M | 0.9% | +47.2% | 0.012% | |
| 7/10/2025 | Rockland Trust Co. | 35,234 | $4.70M | 0.2% | +1.2% | 0.008% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 42,380 | $5.65M | 0.7% | +204.0% | 0.009% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 4,505 | $601K | 0.0% | -10.3% | 0.001% | |
| 7/10/2025 | Bigelow Investment Advisors LLC | 13,321 | $1.78M | 0.8% | +0.7% | 0.003% | |
| 7/10/2025 | Community Trust & Investment Co. | 5,238 | $698K | 0.0% | -8.9% | 0.001% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 489,308 | $66.45M | 0.1% | -2.0% | 0.107% | |
| 7/10/2025 | Atticus Wealth Management LLC | 30,887 | $4.12M | 1.1% | +3.8% | 0.007% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 2,127 | $284K | 0.1% | +3.7% | 0.000% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 94,985 | $12.66M | 3.4% | +1.4% | 0.021% | |
| 7/10/2025 | Moller Wealth Partners | 6,013 | $802K | 0.2% | -43.7% | 0.001% | |
| 7/10/2025 | Wedmont Private Capital | 25,375 | $3.42M | 0.1% | +0.5% | 0.006% | |
| 7/10/2025 | American Financial Advisors LLC | 4,306 | $574K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 1,604 | $214K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 4,349 | $580K | 0.0% | -28.0% | 0.001% | |
| 7/10/2025 | Focus Financial Network Inc. | 211,569 | $28.20M | 1.1% | -1.4% | 0.046% | |
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| 7/10/2025 | Sovran Advisors LLC | 6,635 | $894K | 0.1% | +7.2% | 0.001% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 57,924 | $7.72M | 0.2% | -3.9% | 0.013% | |
| 7/9/2025 | Sapient Capital LLC | 27,941 | $3.73M | 0.1% | +9.6% | 0.006% | |
| 7/9/2025 | Procyon Advisors LLC | 108,552 | $14.47M | 1.4% | -4.0% | 0.024% | |
| 7/9/2025 | Graves Light Lenhart Wealth Inc. | 183,041 | $24.40M | 2.9% | -2.9% | 0.040% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 20,948 | $2.79M | 0.1% | +2.8% | 0.005% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 6,107 | $814K | 0.4% | -18.4% | 0.001% | |
| 7/9/2025 | Seneca House Advisors | 36,005 | $4.80M | 2.0% | +13.2% | 0.008% | |
| 7/9/2025 | Westbourne Investments Inc. | 9,333 | $1.24M | 0.7% | -1.5% | 0.002% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 146,459 | $19.52M | 1.4% | +4.2% | 0.032% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 4,888 | $652K | 0.1% | +24.2% | 0.001% | |
| 7/9/2025 | Keystone Wealth Services LLC | 4,661 | $621K | 0.2% | -16.3% | 0.001% | |
| 7/9/2025 | StrongBox Wealth LLC | 25,203 | $3.36M | 1.3% | +3.8% | 0.005% | |
| 7/9/2025 | Breakwater Capital Group | 2,822 | $376K | 0.1% | +3.6% | 0.001% | |
| 7/9/2025 | Wolff Financial Management LLC | 210,861 | $28.11M | 7.3% | +2.2% | 0.046% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 6,291 | $839K | 0.1% | +11.1% | 0.001% | |
| 7/9/2025 | Fiduciary Alliance LLC | 8,254 | $1.10M | 0.1% | +32.3% | 0.002% | |
| 7/9/2025 | Triumph Capital Management | 3,938 | $525K | 0.2% | +7.2% | 0.001% | |
| 7/9/2025 | PPS&V Asset Management Consultants Inc. | 77,208 | $10.29M | 6.5% | +5.1% | 0.017% | |
| 7/9/2025 | Pacific Capital Wealth Advisors Inc. | 191,275 | $25.77M | 4.7% | -14.4% | 0.042% | |
| 7/9/2025 | Bowman & Co S.C. | 23,254 | $3.10M | 1.4% | -1.5% | 0.005% | |
| 7/9/2025 | Bay Rivers Group | 3,943 | $526K | 0.2% | -6.6% | 0.001% | |
| 7/9/2025 | Bulwark Capital Corp | 5,573 | $743K | 0.6% | N/A | 0.001% | |
| 7/9/2025 | Beacon Financial Group | 220,047 | $29.33M | 3.1% | -5.9% | 0.048% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 4,572 | $609K | 0.2% | -2.0% | 0.001% | |
| 7/9/2025 | ACT Wealth Management LLC | 252,805 | $33.70M | 14.2% | +2.7% | 0.055% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 3,615 | $482K | 0.0% | +12.2% | 0.001% | |
| 7/8/2025 | Strategic Advocates LLC | 9,127 | $1.22M | 0.4% | +15.3% | 0.002% | |
| 7/8/2025 | PTM Wealth Management LLC | 1,834 | $249K | 0.2% | N/A | 0.000% | |
| 7/8/2025 | Next Level Private LLC | 4,027 | $537K | 0.2% | +6.6% | 0.001% | |
| 7/8/2025 | Dover Advisors LLC | 1,996 | $266K | 0.1% | -13.0% | 0.000% | |
| 7/8/2025 | Arlington Trust Co LLC | 437,601 | $58.34M | 11.4% | -0.2% | 0.096% | |
| 7/8/2025 | Chemistry Wealth Management LLC | 2,701 | $360K | 0.1% | -6.9% | 0.001% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 142,410 | $18.99M | 2.6% | -2.3% | 0.031% | |
| 7/8/2025 | Atwood & Palmer Inc. | 196 | $26K | 0.0% | N/A | 0.000% | |
| 7/8/2025 | Hickory Point Bank & Trust | 19,415 | $2.59M | 2.1% | +5.8% | 0.004% | |
| 7/8/2025 | 21 West Wealth Management LLC | 14,358 | $1.91M | 1.9% | N/A | 0.003% | |
| 7/8/2025 | Goldstone Financial Group LLC | 59,555 | $8.09M | 1.1% | +5.3% | 0.013% | |
| 7/8/2025 | NBC Securities Inc. | 15,758 | $2.10M | 0.2% | +14.2% | 0.003% | |
| 7/8/2025 | Apella Capital LLC | 68,770 | $9.27M | 0.3% | +906.7% | 0.015% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 261,397 | $34.85M | 3.6% | +2.4% | 0.057% | |
| 7/8/2025 | Legacy Private Trust Co. | 3,016 | $402K | 0.0% | -8.6% | 0.001% | |
| 7/8/2025 | Charis Legacy Partners LLC | 4,237 | $565K | 0.9% | -17.2% | 0.001% | |
| 7/8/2025 | Twele Capital Management Inc. | 291,113 | $38.81M | 7.7% | +1.1% | 0.064% | |
| 7/8/2025 | Parallel Advisors LLC | 44,275 | $5.90M | 0.1% | +2.1% | 0.010% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 30,727 | $4.10M | 1.6% | +5.7% | 0.007% | |
| 7/7/2025 | Investors Research Corp | 55,271 | $7.37M | 1.4% | +5.7% | 0.012% | |
| 7/7/2025 | Teamwork Financial Advisors LLC | 3,799 | $506K | 0.1% | +15.7% | 0.001% | |
| 7/7/2025 | Wesbanco Bank Inc. | 9,912 | $1.32M | 0.0% | +205.0% | 0.002% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 89,936 | $12.10M | 1.5% | -1.3% | 0.020% | |
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| 7/7/2025 | OMNI 360 Wealth Inc. | 23,446 | $3.13M | 1.5% | +2.6% | 0.005% | |
| 7/7/2025 | Bangor Savings Bank | 23,070 | $3.08M | 0.3% | -11.4% | 0.005% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,646 | $486K | 0.1% | +69.0% | 0.001% | |
| 7/7/2025 | Centurion Wealth Management LLC | 4,914 | $655K | 0.2% | +6.2% | 0.001% | |
| 7/7/2025 | TruWealth Advisors LLC | 6,480 | $864K | 0.0% | -3.9% | 0.001% | |
| 7/7/2025 | RDA Financial Network | 61,129 | $8.15M | 2.2% | +0.2% | 0.013% | |
| 7/3/2025 | First Hawaiian Bank | 157,149 | $20.95M | 2.8% | -1.3% | 0.034% | |
| 7/3/2025 | Trinity Financial Advisors LLC | 46,363 | $6.18M | 1.9% | -2.7% | 0.010% | |
| 7/3/2025 | TrueWealth Advisors LLC | 4,412 | $588K | 0.2% | +13.7% | 0.001% | |
| 7/3/2025 | Garde Capital Inc. | 6,377 | $850K | 0.0% | +20.2% | 0.001% | |
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