| 5/21/2025 | MBL Wealth LLC | 66,595 | $2.66M | 0.3% | -16.2% | 0.450% | |
| 5/20/2025 | Belpointe Asset Management LLC | 13,977 | $558K | 0.0% | -15.4% | 0.094% | |
| 5/20/2025 | Focus Partners Wealth | 306,127 | $12.23M | 0.0% | +168.2% | 2.068% | |
| 5/19/2025 | Jane Street Group LLC | 30,899 | $1.23M | 0.0% | +179.3% | 0.209% | |
| 5/19/2025 | SageView Advisory Group LLC | 24,201 | $966K | 0.0% | N/A | 0.164% | |
| 5/19/2025 | Advisory Alpha LLC | 17,782 | $710K | 0.0% | -74.5% | 0.120% | |
| 5/16/2025 | Ascent Group LLC | 9,187 | $367K | 0.0% | N/A | 0.062% | |
| 5/16/2025 | NewEdge Advisors LLC | 55,273 | $2.21M | 0.0% | +34.2% | 0.373% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,715,451 | $68.51M | 0.0% | +14.6% | 11.591% | |
| 5/15/2025 | MAI Capital Management | 87,739 | $3.50M | 0.0% | +1.4% | 0.593% | |
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| 5/14/2025 | Heritage Wealth Partners LLC | 7,055 | $282K | 0.4% | N/A | 0.048% | |
| 5/14/2025 | Kestra Advisory Services LLC | 186,350 | $7.44M | 0.0% | -16.3% | 1.259% | |
| 5/14/2025 | Frisch Financial Group Inc. | 12,657 | $505K | 0.1% | +42.4% | 0.086% | |
| 5/14/2025 | Capital Analysts LLC | 2,878 | $115K | 0.0% | -50.3% | 0.019% | |
| 5/14/2025 | JT Stratford LLC | 7,520 | $300K | 0.1% | -14.9% | 0.051% | |
| 5/13/2025 | Raymond James Financial Inc. | 282,510 | $11.28M | 0.0% | +21.8% | 1.909% | |
| 5/13/2025 | Cresset Asset Management LLC | 82,011 | $3.28M | 0.0% | +10.5% | 0.554% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 75,296 | $3.01M | 0.1% | -20.3% | 0.509% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 5,095 | $203K | 0.0% | -78.1% | 0.034% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 6,300 | $252K | 0.2% | -8.7% | 0.043% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 288,172 | $11.51M | 0.1% | +36.6% | 1.947% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 4,518 | $180K | 0.2% | +20.3% | 0.031% | |
| 5/13/2025 | HighTower Advisors LLC | 157,230 | $6.28M | 0.0% | +25.8% | 1.062% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,065 | $442K | 0.0% | +73.8% | 0.075% | |
| 5/12/2025 | Benjamin Edwards Inc. | 9,904 | $396K | 0.0% | -24.9% | 0.067% | |
| 5/12/2025 | Townsquare Capital LLC | 88,174 | $3.52M | 0.0% | -3.7% | 0.596% | |
| 5/9/2025 | Schnieders Capital Management LLC | 11,600 | $463K | 0.1% | +33.3% | 0.078% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 32,583 | $1.30M | 0.0% | +401.8% | 0.220% | |
| 5/9/2025 | Gill Capital Partners LLC | 56,157 | $2.24M | 0.8% | +4.4% | 0.379% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 369,942 | $14.77M | 0.0% | +33.8% | 2.500% | |
| 5/9/2025 | Blair William & Co. IL | 77,257 | $3.09M | 0.0% | +8.3% | 0.522% | |
| 5/8/2025 | Harbour Investments Inc. | 11,959 | $478K | 0.0% | +11.4% | 0.081% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,116 | $364K | 0.0% | +9.7% | 0.062% | |
| 5/8/2025 | FSA Advisors Inc. | 22,275 | $890K | 0.7% | +35.3% | 0.151% | |
| 5/7/2025 | PTM Wealth Management LLC | 10,067 | $374K | 0.4% | N/A | 0.068% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 35,786 | $1.43M | 0.0% | +11.0% | 0.242% | |
| 5/7/2025 | Bellwether Advisors LLC | 104,429 | $4.17M | 0.9% | +21.1% | 0.706% | |
| 5/7/2025 | LPL Financial LLC | 159,870 | $6.38M | 0.0% | +255.9% | 1.080% | |
| 5/7/2025 | Brown Wealth Management LLC | 36,125 | $1.44M | 0.5% | +4.9% | 0.244% | |
| 5/7/2025 | Phoenix Financial Ltd. | 13,755 | $549K | 0.0% | N/A | 0.093% | |
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| 5/6/2025 | Cetera Investment Advisers | 246,508 | $9.84M | 0.0% | +0.9% | 1.662% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 16,632 | $664K | 0.0% | +6.5% | 0.112% | |
| 5/6/2025 | AE Wealth Management LLC | 33,192 | $1.33M | 0.0% | -34.0% | 0.224% | |
| 5/6/2025 | Summit Wealth Partners LLC | 7,962 | $318K | 0.1% | N/A | 0.054% | |
| 5/5/2025 | Wealth Alliance LLC | 83,894 | $3.35M | 0.4% | +1.6% | 0.566% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 41,192 | $1.65M | 0.3% | +0.7% | 0.278% | |
| 5/5/2025 | IFP Advisors Inc | 23,438 | $936K | 0.0% | +58.7% | 0.158% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 5,184 | $207K | 0.0% | -5.3% | 0.035% | |
| 5/5/2025 | Diversify Advisory Services LLC | 90,581 | $3.60M | 0.2% | -9.1% | 0.611% | |
| 5/5/2025 | Hollencrest Capital Management | 1,507 | $60K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 16,757 | $669K | 0.0% | -1.6% | 0.113% | |
| 5/2/2025 | Ascent Wealth Partners LLC | 26,178 | $1.05M | 0.1% | +87.9% | 0.177% | |
| 5/2/2025 | Sigma Planning Corp | 12,412 | $496K | 0.0% | +69.6% | 0.084% | |
| 5/1/2025 | Corrado Advisors LLC | 50,904 | $2.03M | 1.4% | N/A | 0.343% | |
| 5/1/2025 | Nikulski Financial Inc. | 6,865 | $274K | 0.1% | +8.1% | 0.046% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 12,928 | $524K | 0.6% | +12.7% | 0.087% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 12,200 | $483K | 0.1% | N/A | 0.082% | |
| 4/30/2025 | Cerity Partners LLC | 30,833 | $1.23M | 0.0% | N/A | 0.208% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 6,108 | $244K | 0.0% | N/A | 0.041% | |
| 4/30/2025 | Trek Financial LLC | 44,533 | $1.78M | 0.1% | +54.5% | 0.300% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 16,995 | $679K | 0.0% | -53.5% | 0.115% | |
| 4/30/2025 | Jessup Wealth Management Inc | 20,627 | $824K | 0.3% | N/A | 0.139% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 107,713 | $4.30M | 0.0% | +28.1% | 0.726% | |
| 4/29/2025 | Penserra Capital Management LLC | 1,215,102 | $48.52M | 0.9% | +3.6% | 8.194% | |
| 4/29/2025 | Macroview Investment Management LLC | 30,285 | $1.21M | 1.1% | N/A | 0.204% | |
| 4/29/2025 | Strategic Blueprint LLC | 9,592 | $383K | 0.0% | -41.6% | 0.065% | |
| 4/29/2025 | Brookstone Capital Management | 183,924 | $7.35M | 0.1% | +32.4% | 1.240% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 29,222 | $1.17M | 0.0% | +7.0% | 0.197% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 9,491 | $378K | 0.0% | -21.5% | 0.064% | |
| 4/28/2025 | Straight Path Wealth Management | 17,175 | $686K | 0.3% | +174.4% | 0.116% | |
| 4/28/2025 | Weaver Consulting Group | 9,639 | $385K | 0.1% | +35.7% | 0.065% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 5,675 | $227K | 0.0% | -5.0% | 0.038% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 9,320 | $372K | 0.0% | -23.6% | 0.063% | |
| 4/23/2025 | Perigon Wealth Management LLC | 5,204 | $208K | 0.0% | N/A | 0.035% | |
| 4/23/2025 | Spire Wealth Management | 54,475 | $2.18M | 0.1% | +131.2% | 0.367% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 30,056 | $1.20M | 0.1% | -8.1% | 0.203% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 14,902 | $595K | 0.1% | +2.6% | 0.100% | |
| 4/23/2025 | Continuum Advisory LLC | 18,396 | $735K | 0.1% | +37.0% | 0.124% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 107,181 | $4.28M | 0.0% | +1.3% | 0.723% | |
| 4/22/2025 | Atticus Wealth Management LLC | 65,615 | $2.62M | 0.9% | -2.4% | 0.442% | |
| 4/22/2025 | Weaver Capital Management LLC | 35,080 | $1.40M | 0.4% | -10.5% | 0.237% | |
| 4/21/2025 | Blue Trust Inc. | 4,996 | $200K | 0.0% | N/A | 0.034% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 10,783 | $431K | 0.2% | +7.4% | 0.073% | |
| 4/17/2025 | Smith Shellnut Wilson LLC ADV | 10,000 | $399K | 0.2% | +17.6% | 0.067% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 9,442 | $377K | 0.0% | +17.3% | 0.064% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 51,892 | $2.07M | 0.0% | -3.3% | 0.350% | |
| 4/17/2025 | Keystone Wealth Services LLC | 46,000 | $1.84M | 0.5% | -2.3% | 0.310% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 33,451 | $1.34M | 0.7% | -4.3% | 0.226% | |
| 4/16/2025 | CRA Financial Services LLC | 56,407 | $2.25M | 0.4% | +118.4% | 0.380% | |
| 4/16/2025 | Southland Equity Partners LLC | 735,726 | $29.38M | 6.8% | -2.5% | 4.961% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 64,950 | $2.59M | 0.0% | +62.8% | 0.438% | |
| 4/16/2025 | Marshall Financial Group LLC | 5,367 | $214K | 0.0% | N/A | 0.036% | |
| 4/15/2025 | Yarger Wealth Strategies LLC | 67,588 | $2.70M | 1.6% | +4.2% | 0.456% | |
| 4/15/2025 | Noble Wealth Management PBC | 2,000 | $80K | 0.1% | N/A | 0.013% | |
| 4/15/2025 | Chris Bulman Inc | 30,121 | $1.20M | 0.8% | +38.1% | 0.203% | |
| 4/15/2025 | Vestment Financial LLC | 13,893 | $556K | 0.4% | +179.0% | 0.094% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 15,661 | $600K | 0.1% | +17.8% | 0.106% | |
| 4/14/2025 | Farther Finance Advisors LLC | 35,451 | $1.42M | 0.0% | +499.1% | 0.242% | |
| 4/14/2025 | City Holding Co. | 59,697 | $2.38M | 0.3% | +0.6% | 0.407% | |
| 4/14/2025 | BCS Wealth Management | 59,117 | $2.36M | 0.6% | -16.4% | 0.404% | |
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