| 5/27/2025 | Jacobi Capital Management LLC | 70,199 | $2.73M | 0.2% | -24.5% | 0.345% | |
| 5/20/2025 | Focus Partners Wealth | 149,680 | $5.82M | 0.0% | -53.3% | 0.736% | |
| 5/20/2025 | Integrity Alliance LLC. | 5,708 | $222K | 0.0% | N/A | 0.028% | |
| 5/19/2025 | Jane Street Group LLC | 10,114 | $393K | 0.0% | -81.1% | 0.050% | |
| 5/19/2025 | SageView Advisory Group LLC | 78,036 | $3.03M | 0.1% | +45.1% | 0.384% | |
| 5/19/2025 | Advisory Alpha LLC | 92,697 | $3.60M | 0.1% | +14.9% | 0.456% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 96,465 | $3.75M | 0.9% | -7.2% | 0.474% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,436 | $522K | 0.0% | +3.9% | 0.066% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,594 | $295K | 0.0% | N/A | 0.037% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 42,940 | $1.67M | 0.7% | -0.6% | 0.211% | |
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| 5/16/2025 | Talon Private Wealth LLC | 50,912 | $1.98M | 0.3% | +22.4% | 0.250% | |
| 5/16/2025 | NewEdge Advisors LLC | 55,418 | $2.15M | 0.0% | -22.7% | 0.273% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,833,447 | $71.23M | 0.0% | -2.6% | 9.018% | |
| 5/15/2025 | Betterment LLC | 6,707 | $261K | 0.0% | -9.7% | 0.033% | |
| 5/15/2025 | MAI Capital Management | 59,840 | $2.33M | 0.0% | -73.0% | 0.294% | |
| 5/14/2025 | Triad Wealth Partners LLC | 29,382 | $1.14M | 0.4% | +126.4% | 0.145% | |
| 5/14/2025 | CreativeOne Wealth LLC | 93,739 | $3.64M | 0.1% | -15.4% | 0.461% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 14,000 | $544K | 0.1% | -26.3% | 0.069% | |
| 5/14/2025 | Kestra Advisory Services LLC | 207,654 | $8.07M | 0.0% | -12.0% | 1.021% | |
| 5/14/2025 | Frisch Financial Group Inc. | 36,497 | $1.42M | 0.4% | -55.1% | 0.180% | |
| 5/14/2025 | Capital Analysts LLC | 18,195 | $707K | 0.0% | +5.6% | 0.089% | |
| 5/14/2025 | Tradition Wealth Management LLC | 56,581 | $2.20M | 0.2% | -1.8% | 0.278% | |
| 5/13/2025 | Raymond James Financial Inc. | 739,084 | $28.71M | 0.0% | -4.7% | 3.635% | |
| 5/13/2025 | Cresset Asset Management LLC | 121,066 | $4.70M | 0.0% | -1.7% | 0.596% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 240,368 | $9.34M | 0.2% | -9.6% | 1.182% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 19,098 | $742K | 0.1% | +6.9% | 0.094% | |
| 5/13/2025 | Compass Advisory Group LLC | 14,817 | $576K | 0.2% | -2.5% | 0.073% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 12,785 | $497K | 0.3% | +6.3% | 0.063% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 199,851 | $7.76M | 0.0% | -0.7% | 0.983% | |
| 5/13/2025 | HighTower Advisors LLC | 232,231 | $9.02M | 0.0% | -2.9% | 1.142% | |
| 5/12/2025 | Townsquare Capital LLC | 33,120 | $1.29M | 0.0% | -8.4% | 0.163% | |
| 5/12/2025 | Savvy Advisors Inc. | 10,480 | $407K | 0.0% | N/A | 0.052% | |
| 5/12/2025 | Red Crane Wealth Management LLC | 60,632 | $2.36M | 2.3% | -0.7% | 0.298% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 56,785 | $2.21M | 0.0% | -9.2% | 0.279% | |
| 5/9/2025 | Encompass More Asset Management | 40,425 | $1.57M | 0.5% | +30.0% | 0.199% | |
| 5/9/2025 | Gill Capital Partners LLC | 26,248 | $1.02M | 0.4% | -6.9% | 0.129% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 476,760 | $18.52M | 0.0% | +5.7% | 2.345% | |
| 5/8/2025 | Helium Advisors LLC | 15,044 | $584K | 0.4% | -46.3% | 0.074% | |
| 5/8/2025 | Certified Advisory Corp | 122,163 | $4.75M | 0.5% | -2.0% | 0.601% | |
| 5/8/2025 | Harbour Investments Inc. | 27,103 | $1.05M | 0.0% | +9.2% | 0.133% | |
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| 5/8/2025 | Arkadios Wealth Advisors | 16,954 | $659K | 0.0% | N/A | 0.083% | |
| 5/8/2025 | FSA Advisors Inc. | 23,842 | $926K | 0.7% | +8.2% | 0.117% | |
| 5/7/2025 | PTM Wealth Management LLC | 19,794 | $720K | 0.7% | N/A | 0.097% | |
| 5/7/2025 | Maridea Wealth Management LLC | 53,339 | $2.07M | 0.7% | +78.5% | 0.262% | |
| 5/7/2025 | Bellwether Advisors LLC | 35,076 | $1.36M | 0.3% | +6.9% | 0.173% | |
| 5/7/2025 | LPL Financial LLC | 302,473 | $11.75M | 0.0% | +50.7% | 1.488% | |
| 5/7/2025 | Brown Wealth Management LLC | 11,405 | $443K | 0.2% | -20.9% | 0.056% | |
| 5/6/2025 | Cetera Investment Advisers | 161,379 | $6.27M | 0.0% | -0.5% | 0.793% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 22,734 | $883K | 0.0% | -2.8% | 0.112% | |
| 5/6/2025 | AE Wealth Management LLC | 50,577 | $1.97M | 0.0% | -11.5% | 0.249% | |
| 5/6/2025 | Summit Wealth Partners LLC | 8,610 | $334K | 0.1% | -14.7% | 0.042% | |
| 5/6/2025 | Triumph Capital Management | 26,724 | $1.04M | 0.3% | N/A | 0.131% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 89,241 | $3.47M | 0.7% | -0.4% | 0.439% | |
| 5/5/2025 | IFP Advisors Inc | 53,339 | $2.07M | 0.1% | +1.2% | 0.262% | |
| 5/2/2025 | Ascent Wealth Partners LLC | 11,065 | $430K | 0.1% | +38.7% | 0.054% | |
| 5/1/2025 | Corrado Advisors LLC | 71,581 | $2.78M | 1.9% | -0.7% | 0.352% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 1,595 | $62K | 0.0% | N/A | 0.008% | |
| 5/1/2025 | CWM LLC | 161,445 | $6.27M | 0.0% | +81.3% | 0.793% | |
| 5/1/2025 | Stephens Inc. AR | 263,892 | $10.25M | 0.2% | +1.5% | 1.297% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 11,495 | $447K | 0.5% | -19.4% | 0.056% | |
| 4/30/2025 | Cerity Partners LLC | 42,221 | $1.64M | 0.0% | -17.9% | 0.207% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 6,718 | $261K | 0.0% | N/A | 0.033% | |
| 4/30/2025 | Trek Financial LLC | 104,945 | $4.08M | 0.3% | -13.0% | 0.516% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 29,596 | $1.15M | 0.0% | +5.6% | 0.145% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 15,375 | $597K | 0.2% | +5.8% | 0.076% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 409,693 | $15.92M | 0.0% | +20.7% | 2.013% | |
| 4/29/2025 | Penserra Capital Management LLC | 1,222,857 | $47.51M | 0.8% | +3.6% | 6.009% | |
| 4/29/2025 | Macroview Investment Management LLC | 30,885 | $1.20M | 1.1% | +1.5% | 0.152% | |
| 4/29/2025 | World Investment Advisors | 5,958 | $231K | 0.0% | -17.1% | 0.029% | |
| 4/29/2025 | Brookstone Capital Management | 973,543 | $37.82M | 0.5% | +2.2% | 4.784% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 35,828 | $1.39M | 0.0% | +23.6% | 0.176% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 5,952 | $231K | 0.0% | -8.4% | 0.029% | |
| 4/28/2025 | Mutual Advisors LLC | 9,369 | $362K | 0.0% | -2.7% | 0.046% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 141,646 | $5.50M | 0.6% | -18.0% | 0.696% | |
| 4/28/2025 | Weaver Consulting Group | 17,266 | $671K | 0.2% | +20.5% | 0.085% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 68,018 | $2.64M | 1.1% | -7.0% | 0.334% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 6,168 | $243K | 0.0% | -61.5% | 0.030% | |
| 4/24/2025 | Motiv8 Investments LLC | 180,731 | $7.02M | 4.7% | +0.4% | 0.888% | |
| 4/23/2025 | Goldstein Advisors LLC | 8,398 | $326K | 0.0% | +5.8% | 0.041% | |
| 4/23/2025 | International Assets Investment Management LLC | 27,911 | $1.08M | 0.0% | -5.7% | 0.137% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 6,669 | $259K | 0.1% | +8.6% | 0.033% | |
| 4/23/2025 | Navis Wealth Advisors LLC | 11,047 | $429K | 0.4% | N/A | 0.054% | |
| 4/23/2025 | Vantage Point Financial LLC | 8,320 | $323K | 0.2% | +21.8% | 0.041% | |
| 4/23/2025 | Continuum Advisory LLC | 7,359 | $286K | 0.0% | -36.8% | 0.036% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 90,852 | $3.53M | 0.0% | -3.8% | 0.446% | |
| 4/22/2025 | Weaver Capital Management LLC | 9,546 | $371K | 0.1% | -26.6% | 0.047% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 134,806 | $5.24M | 2.2% | -1.6% | 0.662% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 226,516 | $8.80M | 0.0% | +8.5% | 1.113% | |
| 4/17/2025 | Keystone Wealth Services LLC | 6,671 | $259K | 0.1% | +24.2% | 0.033% | |
| 4/16/2025 | CRA Financial Services LLC | 36,680 | $1.43M | 0.2% | -4.4% | 0.180% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 803,543 | $31.22M | 0.1% | -1.1% | 3.949% | |
| 4/16/2025 | Defined Financial Planning LLC | 8,161 | $318K | 0.3% | +16.7% | 0.040% | |
| 4/15/2025 | Noble Wealth Management PBC | 1,000 | $39K | 0.0% | N/A | 0.005% | |
| 4/15/2025 | Focus Financial Network Inc. | 19,313 | $750K | 0.0% | -2.9% | 0.095% | |
| 4/14/2025 | Farther Finance Advisors LLC | 49,175 | $1.92M | 0.0% | +40.8% | 0.235% | |
| 4/14/2025 | City Holding Co. | 18,372 | $714K | 0.1% | -4.5% | 0.088% | |
| 4/14/2025 | BCS Wealth Management | 48,236 | $1.87M | 0.5% | -17.7% | 0.231% | |
| 4/14/2025 | City Center Advisors LLC | 12,803 | $497K | 0.6% | +5.5% | 0.061% | |
| 4/14/2025 | ARS Wealth Advisors Group LLC | 21,146 | $822K | 0.1% | -50.2% | 0.101% | |
| 4/11/2025 | KFG Wealth Management LLC | 134,331 | $5.22M | 0.9% | -6.6% | 0.643% | |
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