| 4/30/2025 | Joseph Group Capital Management | 31,029 | $1.55M | 0.6% | -8.7% | 0.030% | |
| 4/30/2025 | Cerity Partners LLC | 5,395 | $269K | 0.0% | +11.7% | 0.005% | |
| 4/30/2025 | Allworth Financial LP | 8,511 | $423K | 0.0% | +58.8% | 0.008% | |
| 4/30/2025 | Harbour Investment Management LLC | 33,579 | $1.67M | 0.8% | N/A | 0.033% | |
| 4/30/2025 | Planning Directions Inc. | 8,273 | $412K | 0.2% | -7.1% | 0.008% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 52,202 | $2.60M | 0.1% | +2.7% | 0.051% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 83,546 | $4.17M | 0.0% | +18.7% | 0.081% | |
| 4/29/2025 | Schulz Wealth LTD. | 168,843 | $8.42M | 6.4% | -9.1% | 0.164% | |
| 4/29/2025 | World Investment Advisors | 51,332 | $2.56M | 0.1% | N/A | 0.050% | |
| 4/29/2025 | Olde Wealth Management LLC | 6,065 | $302K | 0.1% | +30.5% | 0.006% | |
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| 4/29/2025 | Mills Wealth Advisors LLC | 15,525 | $774K | 0.4% | -58.6% | 0.015% | |
| 4/29/2025 | New Capital Management LP | 12,313 | $614K | 0.2% | -68.8% | 0.012% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 103,533 | $5.16M | 0.1% | +9.8% | 0.100% | |
| 4/28/2025 | Mutual Advisors LLC | 7,776 | $387K | 0.0% | +57.8% | 0.008% | |
| 4/28/2025 | MontVue Capital Management Inc. | 35,054 | $1.75M | 1.4% | -6.4% | 0.034% | |
| 4/28/2025 | Latitude Advisors LLC | 12,722 | $634K | 0.4% | -8.0% | 0.012% | |
| 4/28/2025 | Klingenstein Fields & Co. LP | 23,724 | $1.18M | 0.1% | +9.6% | 0.023% | |
| 4/28/2025 | Ballentine Capital Advisors Inc | 13,564 | $676K | 0.3% | -23.5% | 0.013% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 114,108 | $5.69M | 1.7% | +74.6% | 0.111% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 15,515 | $771K | 0.0% | -29.0% | 0.015% | |
| 4/25/2025 | Northwest Wealth Management LLC | 16,734 | $834K | 0.2% | -8.8% | 0.016% | |
| 4/25/2025 | Strid Group LLC | 4,339 | $216K | 0.0% | -12.6% | 0.004% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 60,801 | $3.03M | 0.1% | -7.8% | 0.059% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 1,009 | $50K | 0.0% | N/A | 0.001% | |
| 4/25/2025 | Root Financial Partners LLC | 20,373 | $1.02M | 0.1% | +45.7% | 0.020% | |
| 4/25/2025 | Convergence Financial LLC | 43,333 | $2.16M | 0.4% | +99.1% | 0.042% | |
| 4/24/2025 | Golden State Wealth Management LLC | 700 | $35K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | CWC Advisors LLC. | 95,027 | $4.74M | 2.7% | +11.6% | 0.092% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 17,047 | $847K | 0.3% | +95.1% | 0.017% | |
| 4/24/2025 | Family CFO Inc | 11,546 | $576K | 0.3% | +82.7% | 0.011% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 750 | $37K | 0.0% | -44.4% | 0.001% | |
| 4/23/2025 | SOL Capital Management CO | 15,550 | $775K | 0.1% | -11.9% | 0.015% | |
| 4/23/2025 | Alpine Bank Wealth Management | 789,644 | $39.37M | 6.3% | N/A | 0.766% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 5,832 | $291K | 0.0% | +20.9% | 0.006% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,400 | $70K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Corundum Group Inc. | 5,469 | $273K | 0.1% | N/A | 0.005% | |
| 4/23/2025 | International Assets Investment Management LLC | 21,638 | $1.08M | 0.0% | N/A | 0.021% | |
| 4/23/2025 | David Kennon Inc | 520,961 | $25.97M | 10.3% | +11.5% | 0.505% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 5,676 | $283K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Valmark Advisers Inc. | 50,113 | $2.50M | 0.0% | +2.0% | 0.049% | |
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| 4/22/2025 | Flagship Harbor Advisors LLC | 44,752 | $2.23M | 0.1% | N/A | 0.043% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 166,893 | $8.32M | 0.0% | -15.4% | 0.162% | |
| 4/22/2025 | Crews Bank & Trust | 117,790 | $5.87M | 1.0% | +1.4% | 0.114% | |
| 4/22/2025 | First PREMIER Bank | 3,460 | $173K | 0.0% | +284.4% | 0.003% | |
| 4/22/2025 | Garde Capital Inc. | 704 | $35K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Applied Capital LLC | 26,162 | $1.30M | 0.6% | -7.0% | 0.025% | |
| 4/22/2025 | Castleview Partners LLC | 6,740 | $336K | 0.2% | N/A | 0.007% | |
| 4/22/2025 | Evanson Asset Management LLC | 19,827 | $988K | 0.1% | +14.6% | 0.019% | |
| 4/21/2025 | Avior Wealth Management LLC | 28,858 | $1.44M | 0.1% | -7.5% | 0.028% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 80,848 | $4.03M | 1.7% | +2.8% | 0.078% | |
| 4/21/2025 | Colony Family Offices LLC | 302,379 | $15.08M | 4.7% | -3.2% | 0.293% | |
| 4/21/2025 | Roberts Wealth Advisors LLC | 271,379 | $13.53M | 4.2% | -9.6% | 0.263% | |
| 4/21/2025 | Blue Trust Inc. | 1,726,644 | $86.08M | 1.1% | +6.4% | 1.674% | |
| 4/21/2025 | Aspiriant LLC | 47,845 | $2.39M | 0.1% | +36.0% | 0.046% | |
| 4/21/2025 | CWA Asset Management Group LLC | 12,401 | $618K | 0.0% | +22.8% | 0.012% | |
| 4/18/2025 | Clarius Group LLC | 302,741 | $15.06M | 0.9% | +905.0% | 0.309% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 9,948 | $496K | 0.1% | +34.0% | 0.010% | |
| 4/18/2025 | CENTRAL TRUST Co | 79,090 | $3.94M | 0.1% | -28.4% | 0.081% | |
| 4/17/2025 | Mountain Pacific Investment Advisers LLC | 54,513 | $2.72M | 0.2% | -2.0% | 0.056% | |
| 4/17/2025 | Signature Wealth Management Group | 86,061 | $4.29M | 1.7% | +2.1% | 0.088% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,271 | $612K | 0.0% | -2.6% | 0.013% | |
| 4/17/2025 | Christensen King & Associates Investment Services Inc. | 9,495 | $473K | 0.2% | +4.4% | 0.010% | |
| 4/17/2025 | Fortis Advisors LLC | 343,479 | $17.12M | 11.2% | -3.5% | 0.351% | |
| 4/17/2025 | Life Planning Partners Inc | 14,361 | $716K | 0.6% | -2.2% | 0.015% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 1,655,384 | $82.53M | 1.4% | N/A | 1.691% | |
| 4/16/2025 | Capital Investment Services of America Inc. | 81,130 | $4.05M | 0.4% | +11.5% | 0.083% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 118,591 | $5.91M | 0.0% | -5.1% | 0.121% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 10,514 | $524K | 0.2% | -20.5% | 0.011% | |
| 4/16/2025 | Salem Investment Counselors Inc. | 77,209 | $3.85M | 0.1% | +1.8% | 0.079% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 206,326 | $10.29M | 2.9% | +14.1% | 0.211% | |
| 4/16/2025 | Ballew Advisors Inc | 26,649 | $1.32M | 0.9% | +1.1% | 0.027% | |
| 4/15/2025 | Two West Capital Advisors LLC | 43,049 | $2.13M | 1.8% | +2.6% | 0.044% | |
| 4/15/2025 | Zhang Financial LLC | 6,127 | $305K | 0.0% | +24.6% | 0.006% | |
| 4/15/2025 | Alpha Omega Wealth Management LLC | 6,331 | $316K | 0.1% | N/A | 0.006% | |
| 4/15/2025 | Focus Financial Network Inc. | 81,999 | $4.09M | 0.2% | -4.4% | 0.084% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 6,127 | $305K | 0.0% | N/A | 0.006% | |
| 4/15/2025 | SJS Investment Consulting Inc. | 7,279 | $363K | 0.1% | -8.8% | 0.007% | |
| 4/14/2025 | Regatta Capital Group LLC | 28,059 | $1.40M | 0.3% | +51.3% | 0.029% | |
| 4/14/2025 | Farther Finance Advisors LLC | 13,481 | $670K | 0.0% | +55.4% | 0.014% | |
| 4/14/2025 | Wesbanco Bank Inc. | 6,437 | $321K | 0.0% | -3.9% | 0.007% | |
| 4/14/2025 | CGC Financial Services LLC | 17,821 | $888K | 0.4% | -6.7% | 0.018% | |
| 4/14/2025 | Pillar Financial Advisors LLC | 73,814 | $3.68M | 2.7% | +0.9% | 0.075% | |
| 4/14/2025 | Global Wealth Management LLC | 594,103 | $29.62M | 17.1% | +119.9% | 0.607% | |
| 4/14/2025 | Greenspring Advisors LLC | 8,452 | $421K | 0.1% | +12.9% | 0.009% | |
| 4/11/2025 | Enclave Advisors LLC | 152,576 | $7.61M | 1.3% | +187.8% | 0.156% | |
| 4/10/2025 | Retirement Planning Group LLC | 19,340 | $964K | 0.0% | N/A | 0.020% | |
| 4/10/2025 | Chatham Capital Group Inc. | 38,630 | $1.93M | 0.3% | +5.5% | 0.039% | |
| 4/10/2025 | Chesley Taft & Associates LLC | 61,355 | $3.06M | 0.1% | +3.7% | 0.063% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 184,816 | $9.21M | 2.5% | +42.2% | 0.189% | |
| 4/10/2025 | Naples Global Advisors LLC | 35,300 | $1.76M | 0.2% | -1.4% | 0.036% | |
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| 4/10/2025 | TruWealth Advisors LLC | 208,853 | $10.41M | 0.6% | +27.3% | 0.213% | |
| 4/10/2025 | Financial Management Professionals Inc. | 2,229 | $111K | 0.0% | -41.5% | 0.002% | |
| 4/10/2025 | Apella Capital LLC | 173,826 | $8.62M | 0.3% | +3.3% | 0.178% | |
| 4/9/2025 | RFG Advisory LLC | 10,102 | $504K | 0.0% | N/A | 0.010% | |
| 4/9/2025 | HBW Advisory Services LLC | 39,257 | $1.96M | 0.3% | +2.1% | 0.040% | |
| 4/9/2025 | NBC Securities Inc. | 853 | $42K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 83,423 | $4.16M | 1.4% | -37.1% | 0.085% | |
| 4/8/2025 | Legacy Solutions LLC | 25,099 | $1.25M | 1.4% | +3.4% | 0.026% | |
| 4/8/2025 | Parallel Advisors LLC | 1,425 | $71K | 0.0% | +40.4% | 0.001% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,972 | $98K | 0.0% | -38.4% | 0.002% | |
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