| 4/30/2025 | Cerity Partners LLC | 406,439 | $22.26M | 0.0% | +3.8% | 0.098% | |
| 4/30/2025 | Code Waechter LLC | 108,278 | $5.93M | 4.9% | +9.9% | 0.026% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 3,818 | $209K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 152,871 | $7.90M | 0.0% | -14.4% | 0.037% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 20,996 | $1.15M | 0.6% | -14.4% | 0.005% | |
| 4/30/2025 | Leavell Investment Management Inc. | 57,997 | $3.18M | 0.2% | -0.4% | 0.014% | |
| 4/30/2025 | Alpha Financial Partners LLC | 23,406 | $1.28M | 1.0% | -59.4% | 0.006% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 12,563 | $688K | 0.1% | +36.0% | 0.003% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 902,012 | $49.39M | 1.3% | +0.1% | 0.218% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 193,432 | $9.81M | 2.3% | +6.1% | 0.047% | |
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| 4/30/2025 | Dogwood Wealth Management LLC | 1,841 | $101K | 0.1% | +24.8% | 0.000% | |
| 4/30/2025 | Principal Securities Inc. | 219,790 | $12.41M | 0.3% | +0.1% | 0.053% | |
| 4/30/2025 | Greenleaf Trust | 3,848 | $211K | 0.0% | -8.0% | 0.001% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 10,724 | $587K | 0.2% | +3.5% | 0.003% | |
| 4/30/2025 | 49 Wealth Management LLC | 31,439 | $1.72M | 0.2% | -18.8% | 0.008% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 363,520 | $19.91M | 0.3% | +6.6% | 0.088% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 194,740 | $10.66M | 0.6% | +15.3% | 0.047% | |
| 4/30/2025 | Stratos Investment Management LLC | 8,950 | $490K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | NTV Asset Management LLC | 11,375 | $623K | 0.1% | +9.6% | 0.003% | |
| 4/30/2025 | Brown Advisory Inc. | 49,273 | $2.70M | 0.0% | +10.0% | 0.012% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 217,508 | $11.91M | 0.4% | +12.0% | 0.053% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 30,256 | $1.66M | 0.3% | +100.3% | 0.007% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 148,888 | $8.15M | 2.7% | +8.8% | 0.036% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 22,814 | $1.25M | 0.4% | +11.3% | 0.006% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 7,448,234 | $407.87M | 0.1% | -1.9% | 1.799% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 11,736 | $642K | 0.3% | N/A | 0.003% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 203,091 | $11.12M | 0.3% | -38.8% | 0.049% | |
| 4/29/2025 | Bank of New York Mellon Corp | 375,583 | $20.57M | 0.0% | -10.0% | 0.091% | |
| 4/29/2025 | World Investment Advisors | 160,218 | $8.77M | 0.2% | -2.1% | 0.039% | |
| 4/29/2025 | Truist Financial Corp | 1,131,315 | $61.95M | 0.1% | +7.9% | 0.273% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 44,082 | $2.41M | 0.2% | +108.2% | 0.011% | |
| 4/29/2025 | Strategic Blueprint LLC | 69,676 | $3.82M | 0.2% | +76.0% | 0.017% | |
| 4/29/2025 | Brookstone Capital Management | 70,427 | $3.86M | 0.1% | +13.4% | 0.017% | |
| 4/29/2025 | Royal Harbor Partners LLC | 54,995 | $3.01M | 1.2% | -2.3% | 0.013% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 23,008 | $1.26M | 0.0% | -4.6% | 0.006% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 37,561 | $2.04M | 0.2% | +19.2% | 0.009% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 668,860 | $36.63M | 5.3% | -3.0% | 0.162% | |
| 4/28/2025 | North Capital Inc. | 5,555 | $304K | 0.3% | N/A | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 561,311 | $30.74M | 0.2% | +5.6% | 0.136% | |
| 4/28/2025 | Mutual Advisors LLC | 15,835 | $816K | 0.0% | +1.6% | 0.004% | |
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| 4/28/2025 | Able Wealth Management LLC | 16,161 | $885K | 0.5% | -20.2% | 0.004% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 65,556 | $3.59M | 1.9% | -28.1% | 0.016% | |
| 4/28/2025 | Revisor Wealth Management LLC | 6,705 | $367K | 0.2% | N/A | 0.002% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 13,242 | $725K | 0.1% | -3.8% | 0.003% | |
| 4/28/2025 | Novem Group | 14,059 | $770K | 0.1% | -6.0% | 0.003% | |
| 4/28/2025 | Weaver Consulting Group | 10,336 | $566K | 0.2% | -12.6% | 0.002% | |
| 4/28/2025 | Private Trust Co. NA | 34,815 | $1.91M | 0.2% | +4.7% | 0.008% | |
| 4/28/2025 | O Brien Wealth Partners LLC | 822,041 | $45.02M | 8.4% | +0.5% | 0.199% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 151,447 | $8.29M | 0.2% | +26.2% | 0.037% | |
| 4/28/2025 | Instrumental Wealth LLC | 141,289 | $7.28M | 6.6% | -39.2% | 0.034% | |
| 4/28/2025 | Financial Advocates Investment Management | 230,645 | $12.63M | 0.9% | +12.9% | 0.056% | |
| 4/28/2025 | Penobscot Wealth Management | 87,738 | $4.81M | 2.0% | +20.2% | 0.021% | |
| 4/28/2025 | Defender Capital LLC. | 17,500 | $958K | 0.4% | N/A | 0.004% | |
| 4/28/2025 | Coastline Trust Co | 28,384 | $1.55M | 0.2% | -21.3% | 0.007% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 67,358 | $3.69M | 3.7% | +23.0% | 0.016% | |
| 4/28/2025 | DAVENPORT & Co LLC | 251,597 | $13.78M | 0.1% | +11.3% | 0.061% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 279,622 | $15.31M | 13.1% | +35.7% | 0.068% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 178,878 | $9.80M | 1.0% | +1.6% | 0.043% | |
| 4/28/2025 | RKL Wealth Management LLC | 16,663 | $912K | 0.1% | +6.1% | 0.004% | |
| 4/28/2025 | Rovin Capital UT ADV | 21,550 | $1.18M | 0.4% | +10.6% | 0.005% | |
| 4/25/2025 | West Bancorporation Inc. | 37,155 | $2.04M | 1.4% | -52.0% | 0.009% | |
| 4/25/2025 | Unified Investment Management | 27,153 | $1.49M | 1.8% | -3.8% | 0.007% | |
| 4/25/2025 | Benchmark Financial Wealth Advisors LLC | 223,174 | $12.22M | 4.6% | -17.4% | 0.054% | |
| 4/25/2025 | Saxon Interests Inc. | 6,056 | $332K | 0.2% | +13.5% | 0.001% | |
| 4/25/2025 | DSG Capital Advisors LLC | 11,342 | $621K | 0.1% | -28.5% | 0.003% | |
| 4/25/2025 | Richardson Capital Management LLC | 5,576 | $305K | 0.2% | +7.8% | 0.001% | |
| 4/25/2025 | Altus Wealth Group LLC | 322,701 | $17.67M | 8.3% | +53.0% | 0.078% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 509,269 | $27.89M | 5.4% | -3.1% | 0.123% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 45,379 | $2.49M | 2.3% | -61.3% | 0.011% | |
| 4/25/2025 | Socha Financial Group LLC | 20,910 | $1.15M | 0.6% | -48.8% | 0.005% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 139,184 | $7.70M | 0.3% | -5.8% | 0.034% | |
| 4/25/2025 | Cairn Investment Group Inc. | 5,280 | $289K | 0.2% | N/A | 0.001% | |
| 4/25/2025 | Verity Asset Management Inc. | 23,200 | $1.27M | 0.5% | +1.4% | 0.006% | |
| 4/25/2025 | Trademark Financial Management LLC | 110,033 | $6.03M | 4.6% | -17.2% | 0.027% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 8,009 | $439K | 0.3% | -86.1% | 0.002% | |
| 4/25/2025 | Bay Capital Advisors LLC | 58,575 | $3.21M | 2.7% | +4.1% | 0.014% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 34,769 | $1.90M | 0.1% | +235.6% | 0.008% | |
| 4/25/2025 | Sovran Advisors LLC | 88,924 | $4.47M | 0.6% | -5.5% | 0.021% | |
| 4/25/2025 | Clay Northam Wealth Management LLC | 266,928 | $14.62M | 10.2% | +0.9% | 0.064% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 185,364 | $10.15M | 1.8% | -35.8% | 0.045% | |
| 4/24/2025 | Golden State Wealth Management LLC | 65,690 | $3.60M | 0.5% | +4.5% | 0.016% | |
| 4/24/2025 | Smart Portfolios LLC | 48,111 | $2.64M | 2.9% | -1.1% | 0.012% | |
| 4/24/2025 | Money Concepts Capital Corp | 51,154 | $2.80M | 0.2% | +1.8% | 0.012% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 5,642 | $309K | 0.0% | -21.8% | 0.001% | |
| 4/24/2025 | Madison Park Capital Advisors LLC | 60,450 | $3.31M | 2.9% | +2.0% | 0.015% | |
| 4/24/2025 | Hicks Capital Management LLC | 20,187 | $1.11M | 1.5% | N/A | 0.005% | |
| 4/24/2025 | Diversified Trust Co | 35,067 | $1.92M | 0.0% | -34.3% | 0.008% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 17,212 | $943K | 0.4% | +1.4% | 0.004% | |
| 4/24/2025 | Tranquility Partners LLC | 9,030 | $494K | 0.2% | -2.3% | 0.002% | |
| 4/24/2025 | Investment Advisory Services Inc. TX ADV | 201,611 | $11.04M | 4.0% | +2.4% | 0.049% | |
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| 4/24/2025 | Kraft Davis & Associates LLC | 112,715 | $5.68M | 1.8% | -46.4% | 0.027% | |
| 4/24/2025 | Capasso Planning Partners LLC | 24,193 | $1.33M | 0.6% | -24.9% | 0.006% | |
| 4/23/2025 | KPP Advisory Services LLC | 15,619 | $855K | 0.2% | -67.9% | 0.004% | |
| 4/23/2025 | Goldstein Advisors LLC | 36,816 | $2.02M | 0.3% | -91.5% | 0.009% | |
| 4/23/2025 | Madrona Financial Services LLC | 233,415 | $12.78M | 3.5% | -1.5% | 0.056% | |
| 4/23/2025 | Western Wealth Management LLC | 41,305 | $2.26M | 0.1% | -5.6% | 0.010% | |
| 4/23/2025 | Nvest Financial LLC | 59,430 | $3.25M | 1.7% | +6.1% | 0.014% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 217,332 | $11.90M | 1.0% | -0.2% | 0.052% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 1,700,282 | $93.11M | 0.7% | N/A | 0.411% | |
| 4/23/2025 | Pure Financial Advisors LLC | 6,062 | $332K | 0.0% | N/A | 0.001% | |
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