| 5/5/2025 | Fountainhead AM LLC | 3,919 | $307K | 0.0% | -14.8% | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 90,739 | $7.10M | 0.0% | +4.0% | 0.517% | |
| 5/2/2025 | Montis Financial LLC | 5,786 | $453K | 0.1% | -4.8% | 0.033% | |
| 5/2/2025 | Apollon Wealth Management LLC | 6,006 | $470K | 0.0% | +15.6% | 0.034% | |
| 5/2/2025 | Signaturefd LLC | 610 | $48K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | Prism Advisors Inc. | 6,753 | $529K | 0.2% | -12.4% | 0.038% | |
| 5/1/2025 | Curtis Advisory Group LLC | 12,097 | $947K | 0.3% | -4.9% | 0.069% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 500 | $39K | 0.0% | N/A | 0.003% | |
| 4/30/2025 | Cerity Partners LLC | 14,843 | $1.16M | 0.0% | +7.9% | 0.085% | |
| 4/30/2025 | Cerity Partners OCIO LLC | 79,966 | $6.26M | 0.4% | N/A | 0.456% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 10,506 | $822K | 0.0% | -8.3% | 0.060% | |
| 4/30/2025 | May Hill Capital LLC | 6,326 | $495K | 0.2% | N/A | 0.036% | |
| 4/30/2025 | Abound Financial LLC | 7,749 | $607K | 0.3% | -17.4% | 0.044% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 284,191 | $22.25M | 0.0% | -6.0% | 1.619% | |
| 4/29/2025 | Bank of New York Mellon Corp | 77,598 | $6.07M | 0.0% | -1.7% | 0.442% | |
| 4/29/2025 | World Investment Advisors | 7,694 | $602K | 0.0% | -11.8% | 0.044% | |
| 4/29/2025 | Olde Wealth Management LLC | 964 | $75K | 0.0% | N/A | 0.005% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 11,143 | $872K | 0.1% | N/A | 0.063% | |
| 4/28/2025 | D.A. Davidson & CO. | 5,137 | $402K | 0.0% | -9.7% | 0.029% | |
| 4/28/2025 | Novem Group | 2,819 | $221K | 0.0% | -52.4% | 0.016% | |
| 4/28/2025 | O Brien Wealth Partners LLC | 107,106 | $8.38M | 1.6% | -0.4% | 0.610% | |
| 4/28/2025 | Equita Financial Network Inc. | 23,867 | $1.87M | 0.7% | -2.0% | 0.136% | |
| 4/28/2025 | Money Design Co. Ltd. | 37,812 | $2.96M | 0.1% | -77.4% | 0.215% | |
| 4/28/2025 | Rossby Financial LCC | 7,017 | $561K | 0.2% | -6.5% | 0.040% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 3,241 | $254K | 0.0% | -11.0% | 0.018% | |
| 4/28/2025 | Impact Investors Inc | 129,666 | $10.15M | 7.9% | -2.7% | 0.739% | |
| 4/25/2025 | Trademark Financial Management LLC | 13,705 | $1.07M | 0.8% | -3.5% | 0.078% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 2,533 | $198K | 0.0% | +8.3% | 0.014% | |
| 4/25/2025 | Westfuller Advisors LLC | 7,013 | $549K | 0.4% | -9.0% | 0.040% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 36,200 | $2.83M | 1.9% | -0.4% | 0.206% | |
| 4/24/2025 | Golden State Wealth Management LLC | 4,597 | $360K | 0.1% | +12.3% | 0.026% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 27,041 | $2.12M | 0.5% | -13.5% | 0.154% | |
| 4/24/2025 | Falcon Wealth Planning | 12,626 | $988K | 0.1% | +40.1% | 0.072% | |
| 4/23/2025 | Western Wealth Management LLC | 4,420 | $346K | 0.0% | +80.9% | 0.025% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 3,851 | $301K | 0.1% | -11.1% | 0.022% | |
| 4/23/2025 | Alpine Bank Wealth Management | 672 | $53K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Golden State Wealth Management LLC | 6,361 | $498K | 0.0% | +55.4% | 0.036% | |
| 4/23/2025 | First Pacific Financial | 11,531 | $903K | 0.2% | N/A | 0.066% | |
| 4/23/2025 | Golden State Equity Partners | 28,779 | $2.25M | 0.4% | +35.1% | 0.164% | |
| 4/23/2025 | Win Advisors Inc. | 4,721 | $370K | 0.2% | -90.2% | 0.027% | |
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| 4/23/2025 | Walkner Condon Financial Advisors LLC | 7,927 | $621K | 0.1% | +2.9% | 0.045% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 26,342 | $2.06M | 0.0% | N/A | 0.150% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 10,981 | $860K | 0.0% | -3.3% | 0.063% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 270,614 | $21.18M | 0.1% | -3.9% | 1.542% | |
| 4/22/2025 | Refined Wealth Management | 13,421 | $1.05M | 0.9% | -93.9% | 0.076% | |
| 4/22/2025 | PFG Investments LLC | 2,563 | $201K | 0.0% | -5.5% | 0.015% | |
| 4/22/2025 | XY Planning Network Inc. | 15,005 | $1.18M | 0.8% | -3.0% | 0.085% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 200,212 | $15.67M | 0.1% | +1.2% | 1.141% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 8,476 | $663K | 0.1% | -9.3% | 0.048% | |
| 4/21/2025 | Marino Stram & Associates LLC | 10,871 | $851K | 0.2% | +29.8% | 0.062% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 12,103 | $947K | 0.0% | -12.7% | 0.069% | |
| 4/18/2025 | Colorado Capital Management Inc. | 14,099 | $1.10M | 0.5% | -19.2% | 0.080% | |
| 4/17/2025 | Berkshire Bank | 6,454 | $505K | 0.1% | -2.3% | 0.037% | |
| 4/17/2025 | Vicus Capital | 7,439 | $582K | 0.1% | -5.1% | 0.042% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 3,375 | $264K | 0.0% | +29.2% | 0.019% | |
| 4/17/2025 | Mission Wealth Management LP | 97,112 | $7.60M | 0.2% | +8.6% | 0.553% | |
| 4/17/2025 | Stewardship Advisors LLC | 3,032 | $237K | 0.1% | -74.0% | 0.017% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 6,579 | $515K | 0.8% | -45.7% | 0.037% | |
| 4/17/2025 | SFM LLC | 2,631 | $206K | 0.2% | N/A | 0.015% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 93,167 | $7.29M | 0.0% | -8.8% | 0.531% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 350 | $27K | 0.0% | +1,300.0% | 0.002% | |
| 4/15/2025 | Skyline Advisors Inc. | 7,897 | $618K | 0.2% | +52.5% | 0.045% | |
| 4/15/2025 | Focus Financial Network Inc. | 2,733 | $214K | 0.0% | -9.3% | 0.016% | |
| 4/15/2025 | CX Institutional | 20,082 | $1.57M | 0.1% | +23.1% | 0.114% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,966 | $155K | 0.0% | -70.1% | 0.011% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 4,133 | $324K | 0.0% | N/A | 0.024% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 24,081 | $1.89M | 0.3% | +6.2% | 0.137% | |
| 4/14/2025 | UMB Bank n.a. | 30,678 | $2.40M | 0.0% | -8.5% | 0.175% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 8,890 | $696K | 0.2% | -19.2% | 0.051% | |
| 4/10/2025 | CGN Advisors LLC | 17,279 | $1.35M | 0.1% | +1.6% | 0.098% | |
| 4/10/2025 | Legacy Financial Group LLC | 6,645 | $520K | 0.1% | -1.9% | 0.038% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 4,540 | $355K | 0.1% | +6.6% | 0.026% | |
| 4/9/2025 | Merit Financial Group LLC | 2,599 | $203K | 0.0% | N/A | 0.015% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 5,813 | $455K | 0.0% | +41.4% | 0.033% | |
| 4/8/2025 | Investors Research Corp | 761 | $60K | 0.0% | +45.8% | 0.004% | |
| 4/8/2025 | Parallel Advisors LLC | 1,549 | $121K | 0.0% | N/A | 0.009% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 102,106 | $8.77M | 0.0% | +3.6% | 0.595% | |
| 2/27/2025 | Skyline Advisors Inc. | 5,179 | $445K | 0.2% | N/A | 0.030% | |
| 2/27/2025 | XY Planning Network Inc. | 15,462 | $1.33M | 1.0% | N/A | 0.090% | |
| 2/25/2025 | Heck Capital Advisors LLC | 16,930 | $1.45M | 0.1% | N/A | 0.098% | |
| 2/19/2025 | Columbia River Financial Group LLC | 3,088 | $265K | 0.2% | N/A | 0.017% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 34,581 | $2.97M | 0.2% | +2.6% | 0.194% | |
| 2/18/2025 | Orion Capital Management LLC | 301 | $26K | 0.0% | N/A | 0.002% | |
| 2/18/2025 | McIlrath & Eck LLC | 666 | $57K | 0.0% | -18.2% | 0.004% | |
| 2/18/2025 | Novem Group | 5,928 | $509K | 0.1% | N/A | 0.033% | |
| 2/17/2025 | SGL Investment Advisors Inc. | 21,646 | $1.90M | 1.0% | +1.6% | 0.121% | |
| 2/17/2025 | Redwood Financial Network Corp | 6,676 | $573K | 0.4% | -35.5% | 0.037% | |
| 2/17/2025 | NorthRock Partners LLC | 23,201 | $1.99M | 0.1% | N/A | 0.130% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 5,702 | $489K | 0.2% | N/A | 0.032% | |
| 2/17/2025 | Francis Financial Inc. | 75,162 | $6.45M | 1.5% | +1.4% | 0.421% | |
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| 2/17/2025 | Clarity Asset Management Inc. | 171,580 | $14.73M | 9.6% | -2.3% | 0.961% | |
| 2/17/2025 | EP Wealth Advisors LLC | 10,083 | $866K | 0.0% | +19.7% | 0.056% | |
| 2/17/2025 | Cetera Investment Advisers | 64,819 | $5.56M | 0.0% | -5.6% | 0.363% | |
| 2/17/2025 | BOKF NA | 23,512 | $2.01M | 0.0% | -4.2% | 0.132% | |
| 2/17/2025 | Captrust Financial Advisors | 96,414 | $8.28M | 0.0% | +2.4% | 0.540% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 17,152 | $1.47M | 0.0% | N/A | 0.096% | |
| 2/17/2025 | Bank of America Corp DE | 3,403,066 | $292.12M | 0.0% | -4.5% | 19.065% | |
| 2/17/2025 | Ameriprise Financial Inc. | 231,738 | $19.77M | 0.0% | +5.7% | 1.298% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 24,686 | $2.12M | 0.0% | N/A | 0.138% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 13,494 | $1.16M | 0.0% | -48.1% | 0.076% | |
