| 4/30/2025 | Code Waechter LLC | 184,096 | $6.90M | 5.7% | +13.2% | 0.150% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 3,542 | $133K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Leavell Investment Management Inc. | 25,436 | $954K | 0.0% | -4.2% | 0.021% | |
| 4/30/2025 | Aspen Wealth Strategies LLC | 88,933 | $3.34M | 2.2% | -24.6% | 0.072% | |
| 4/30/2025 | Arcadia Investment Management Corp MI | 17,575 | $659K | 0.1% | +11.0% | 0.014% | |
| 4/30/2025 | Principal Securities Inc. | 41,322 | $1.55M | 0.0% | +2.1% | 0.034% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 91,867 | $3.45M | 0.1% | -68.7% | 0.075% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 50,740 | $1.90M | 0.1% | -51.6% | 0.041% | |
| 4/30/2025 | Brown Advisory Inc. | 37,326 | $1.40M | 0.0% | +1.0% | 0.030% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 46,911 | $1.76M | 0.1% | -40.6% | 0.038% | |
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| 4/29/2025 | Heritage Wealth Management Inc. | 7,619 | $286K | 0.1% | +7.8% | 0.006% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,962,648 | $73.60M | 0.0% | -10.9% | 1.600% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 65,773 | $2.47M | 1.2% | +27.1% | 0.054% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 81,683 | $3.06M | 0.1% | +137.6% | 0.067% | |
| 4/29/2025 | World Investment Advisors | 69,140 | $2.59M | 0.1% | -12.0% | 0.056% | |
| 4/29/2025 | Wayfinding Financial LLC | 55,951 | $2.10M | 0.9% | -8.0% | 0.046% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,531 | $207K | 0.0% | -9.0% | 0.005% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,854 | $632K | 0.0% | -47.0% | 0.014% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 12,521 | $470K | 0.0% | -26.2% | 0.010% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 11,527 | $431K | 0.0% | -33.0% | 0.009% | |
| 4/29/2025 | MBA Advisors LLC | 56,143 | $2.11M | 1.0% | -51.0% | 0.046% | |
| 4/28/2025 | Castle Wealth Management LLC | 14,057 | $527K | 0.2% | -13.7% | 0.011% | |
| 4/28/2025 | D.A. Davidson & CO. | 228,284 | $8.56M | 0.1% | -35.6% | 0.186% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 31,319 | $1.17M | 0.6% | N/A | 0.026% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,757 | $178K | 0.0% | +65.3% | 0.004% | |
| 4/28/2025 | Novem Group | 5,799 | $217K | 0.0% | -6.5% | 0.005% | |
| 4/28/2025 | Private Trust Co. NA | 14,513 | $544K | 0.1% | +32.1% | 0.012% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 27,815 | $1.04M | 0.0% | -48.1% | 0.023% | |
| 4/28/2025 | Instrumental Wealth LLC | 106,345 | $3.80M | 3.5% | +12.0% | 0.087% | |
| 4/28/2025 | Penobscot Wealth Management | 29,360 | $1.10M | 0.5% | -31.5% | 0.024% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 35,433 | $1.33M | 1.3% | -7.9% | 0.029% | |
| 4/28/2025 | DAVENPORT & Co LLC | 65,383 | $2.45M | 0.0% | +7.6% | 0.053% | |
| 4/25/2025 | West Bancorporation Inc. | 49,430 | $1.85M | 1.3% | -61.3% | 0.040% | |
| 4/25/2025 | Unified Investment Management | 11,586 | $434K | 0.5% | +10.0% | 0.009% | |
| 4/25/2025 | Keystone Financial Services LLC | 72,986 | $2.74M | 2.3% | +6.5% | 0.059% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 10,427 | $391K | 0.4% | -65.5% | 0.008% | |
| 4/25/2025 | Bay Capital Advisors LLC | 9,063 | $340K | 0.3% | -3.6% | 0.007% | |
| 4/25/2025 | Sovran Advisors LLC | 6,194 | $213K | 0.0% | -60.7% | 0.005% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 81,074 | $3.04M | 2.1% | +6.1% | 0.066% | |
| 4/24/2025 | Golden State Wealth Management LLC | 6,341 | $238K | 0.0% | -65.8% | 0.005% | |
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| 4/24/2025 | Smart Portfolios LLC | 51,341 | $1.93M | 2.1% | +0.8% | 0.042% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 26,627 | $998K | 0.1% | N/A | 0.022% | |
| 4/24/2025 | Capasso Planning Partners LLC | 17,302 | $649K | 0.3% | -26.2% | 0.014% | |
| 4/23/2025 | Balefire LLC | 11,176 | $419K | 0.1% | N/A | 0.009% | |
| 4/23/2025 | KPP Advisory Services LLC | 188,401 | $7.07M | 1.3% | -12.0% | 0.154% | |
| 4/23/2025 | Madrona Financial Services LLC | 21,046 | $789K | 0.2% | -92.1% | 0.017% | |
| 4/23/2025 | Western Wealth Management LLC | 30,265 | $1.14M | 0.1% | +11.9% | 0.025% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 18,037 | $676K | 0.1% | +46.7% | 0.015% | |
| 4/23/2025 | Sylvest Advisors LLC | 33,660 | $1.26M | 0.8% | +11.0% | 0.027% | |
| 4/23/2025 | Golden State Wealth Management LLC | 12,682 | $476K | 0.0% | -31.6% | 0.010% | |
| 4/23/2025 | Kellett Wealth Advisors LLC | 104,357 | $3.91M | 2.7% | -3.8% | 0.085% | |
| 4/23/2025 | Spire Wealth Management | 1,402 | $53K | 0.0% | -21.7% | 0.001% | |
| 4/23/2025 | Global Assets Advisory LLC | 58,501 | $2.06M | 0.4% | +135.3% | 0.048% | |
| 4/23/2025 | International Assets Investment Management LLC | 24,609 | $923K | 0.0% | -20.9% | 0.020% | |
| 4/23/2025 | Sheets Smith Wealth Management | 46,268 | $1.74M | 0.2% | -7.0% | 0.038% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 12,132 | $455K | 0.4% | +38.7% | 0.010% | |
| 4/23/2025 | Moneywise Inc. | 90,642 | $3.40M | 1.8% | -20.6% | 0.074% | |
| 4/23/2025 | Valmark Advisers Inc. | 65,308 | $2.45M | 0.0% | +2.6% | 0.053% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 52,213 | $1.96M | 1.0% | -3.0% | 0.043% | |
| 4/22/2025 | Runnymede Capital Advisors Inc. | 8,978 | $337K | 0.3% | -15.5% | 0.007% | |
| 4/22/2025 | Centerpoint Advisory Group | 5,351 | $201K | 0.2% | -38.0% | 0.004% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 10,668 | $400K | 0.0% | -4.5% | 0.009% | |
| 4/22/2025 | Ellis Investment Partners LLC | 53,455 | $2.01M | 0.4% | -10.0% | 0.044% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 78,499 | $2.94M | 3.1% | -3.0% | 0.064% | |
| 4/22/2025 | Inlight Wealth Management LLC | 104,656 | $3.93M | 1.2% | -8.4% | 0.085% | |
| 4/22/2025 | First PREMIER Bank | 65,586 | $2.46M | 0.6% | -2.2% | 0.053% | |
| 4/22/2025 | Garde Capital Inc. | 2,495 | $94K | 0.0% | N/A | 0.002% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 6,699 | $251K | 0.2% | +14.2% | 0.005% | |
| 4/22/2025 | PFG Investments LLC | 6,319 | $237K | 0.0% | -15.1% | 0.005% | |
| 4/21/2025 | ORG Partners LLC | 7,832 | $296K | 0.1% | -23.1% | 0.006% | |
| 4/21/2025 | Investment Research & Advisory Group Inc. | 1,310 | $49K | 0.0% | N/A | 0.001% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 67,115 | $2.51M | 0.4% | -14.2% | 0.049% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,973 | $224K | 0.0% | -75.5% | 0.004% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 56,920 | $2.13M | 0.3% | +24.4% | 0.041% | |
| 4/21/2025 | PSI Advisors LLC | 177,421 | $6.65M | 2.2% | -1.1% | 0.129% | |
| 4/21/2025 | Barrett & Company Inc. | 51,802 | $1.94M | 0.8% | +2.2% | 0.038% | |
| 4/21/2025 | JBR Co Financial Management Inc | 45,618 | $1.71M | 1.0% | -19.9% | 0.033% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 5,411 | $203K | 0.0% | -59.6% | 0.004% | |
| 4/18/2025 | Lion Street Advisors LLC | 14,279 | $535K | 0.2% | -19.2% | 0.010% | |
| 4/18/2025 | Cushing Capital Partners LLC | 29,036 | $1.09M | 1.0% | +14.9% | 0.021% | |
| 4/17/2025 | Inscription Capital LLC | 5,102 | $191K | 0.0% | N/A | 0.004% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 7,539 | $283K | 0.0% | -64.6% | 0.005% | |
| 4/17/2025 | Sowell Financial Services LLC | 32,927 | $1.24M | 0.1% | +2.4% | 0.024% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 447,199 | $16.77M | 0.0% | -46.9% | 0.326% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 24,639 | $924K | 0.3% | -3.1% | 0.018% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 7,813 | $293K | 0.0% | -60.7% | 0.006% | |
| 4/17/2025 | Sound Income Strategies LLC | 2,356 | $88K | 0.0% | +15,606.7% | 0.002% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 30,707 | $1.15M | 0.0% | +7.5% | 0.022% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 8,195 | $307K | 0.2% | -51.4% | 0.006% | |
| 4/16/2025 | Avaii Wealth Management LLC | 11,487 | $431K | 0.2% | -24.1% | 0.008% | |
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| 4/16/2025 | Opal Wealth Advisors LLC | 16,764 | $629K | 0.2% | +11.2% | 0.012% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 606,484 | $22.74M | 0.0% | -49.6% | 0.442% | |
| 4/16/2025 | BigSur Wealth Management LLC | 15,440 | $579K | 0.2% | -5.3% | 0.011% | |
| 4/16/2025 | Hickory Asset Management Inc. | 21,958 | $823K | 0.7% | -11.5% | 0.016% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 21,052 | $719K | 0.3% | -18.1% | 0.015% | |
| 4/15/2025 | Visionary Horizons LLC | 31,757 | $1.19M | 0.8% | -23.2% | 0.023% | |
| 4/15/2025 | Focus Financial Network Inc. | 192,579 | $7.22M | 0.3% | +1.0% | 0.140% | |
| 4/15/2025 | Strategic Equity Management | 17,884 | $671K | 0.3% | -48.3% | 0.013% | |
| 4/15/2025 | Integrated Advisors Network LLC | 6,657 | $250K | 0.0% | -57.4% | 0.005% | |
| 4/15/2025 | Moseley Investment Management Inc. | 10,537 | $395K | 0.2% | +16.9% | 0.008% | |
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