| 5/1/2025 | CWM LLC | 4,352 | $126K | 0.0% | -46.8% | 0.004% | |
| 5/1/2025 | American Financial Advisors LLC | 491,518 | $14.19M | 2.1% | -1.4% | 0.496% | |
| 5/1/2025 | Fifth Third Securities Inc. | 91,831 | $2.65M | 0.2% | +3.4% | 0.093% | |
| 4/30/2025 | CFC Planning Co LLC | 40,281 | $1.16M | 1.3% | -51.2% | 0.041% | |
| 4/30/2025 | Cerity Partners LLC | 2,950,734 | $85.16M | 0.2% | +3.6% | 2.981% | |
| 4/30/2025 | Allworth Financial LP | 302,138 | $8.55M | 0.0% | -10.4% | 0.305% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 16,657 | $467K | 0.1% | -9.6% | 0.017% | |
| 4/30/2025 | Principal Securities Inc. | 119,813 | $3.44M | 0.1% | +5.9% | 0.121% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 32,638 | $942K | 0.0% | -11.7% | 0.033% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 21,494 | $620K | 0.0% | +11.7% | 0.022% | |
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| 4/29/2025 | Brass Tax Wealth Management Inc. | 370,337 | $10.69M | 2.2% | +5.8% | 0.374% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 22,239 | $642K | 0.2% | -7.8% | 0.022% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,910,732 | $55.14M | 0.0% | +3.4% | 1.930% | |
| 4/29/2025 | Interactive Financial Advisors Inc. | 92,171 | $2.66M | 1.4% | +1.3% | 0.093% | |
| 4/29/2025 | Atlantic Edge Private Wealth Management LLC | 383,121 | $11.06M | 3.4% | +2.7% | 0.387% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,141,236 | $32.94M | 0.0% | -4.8% | 1.153% | |
| 4/29/2025 | World Investment Advisors | 36,661 | $1.06M | 0.0% | -59.8% | 0.037% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 207,643 | $5.99M | 0.1% | +4.6% | 0.210% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 38,557 | $1.11M | 0.1% | -19.8% | 0.039% | |
| 4/28/2025 | Sebold Capital Management Inc. | 149,311 | $4.31M | 2.8% | +28.9% | 0.151% | |
| 4/28/2025 | Axis Wealth Partners LLC | 28,312 | $817K | 0.6% | +12.4% | 0.029% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 22,951 | $662K | 0.1% | +7.6% | 0.023% | |
| 4/28/2025 | NovaPoint Capital LLC | 47,475 | $1.37M | 0.4% | -4.5% | 0.048% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 8,173 | $236K | 0.0% | -92.7% | 0.008% | |
| 4/28/2025 | Rovin Capital UT ADV | 64,773 | $1.87M | 0.6% | -4.6% | 0.065% | |
| 4/25/2025 | Mather Group LLC. | 170,214 | $4.91M | 0.1% | -11.6% | 0.171% | |
| 4/25/2025 | Deseret Mutual Benefit Administrators | 59,671 | $1.72M | 0.9% | +1.0% | 0.060% | |
| 4/25/2025 | Essex LLC | 173,486 | $5.01M | 1.1% | +9.0% | 0.175% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 58,301 | $1.68M | 1.5% | -0.8% | 0.059% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,202 | $496K | 0.0% | -44.3% | 0.017% | |
| 4/24/2025 | Golden State Wealth Management LLC | 8,506 | $245K | 0.0% | +9.2% | 0.009% | |
| 4/24/2025 | Money Concepts Capital Corp | 151,841 | $4.38M | 0.3% | +3.0% | 0.153% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 27,815 | $803K | 0.1% | -5.3% | 0.028% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 18,131 | $523K | 0.2% | -9.8% | 0.018% | |
| 4/23/2025 | Western Wealth Management LLC | 16,470 | $475K | 0.0% | -7.9% | 0.017% | |
| 4/23/2025 | Golden State Wealth Management LLC | 17,002 | $491K | 0.0% | +118.2% | 0.017% | |
| 4/23/2025 | Spire Wealth Management | 9,403 | $271K | 0.0% | +6.6% | 0.009% | |
| 4/23/2025 | Global Assets Advisory LLC | 33,739 | $946K | 0.2% | N/A | 0.034% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 50,608 | $1.46M | 0.1% | -7.5% | 0.051% | |
| 4/23/2025 | Retirement Guys Formula LLC | 48,326 | $1.40M | 0.7% | -12.2% | 0.049% | |
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| 4/23/2025 | Sheets Smith Wealth Management | 32,776 | $946K | 0.1% | -26.7% | 0.033% | |
| 4/23/2025 | Family Legacy Inc. | 152,496 | $4.40M | 1.5% | +2.5% | 0.154% | |
| 4/23/2025 | Symphony Financial Ltd. Co. | 9,332 | $268K | 0.2% | -96.8% | 0.009% | |
| 4/23/2025 | Post Resch Tallon Group Inc. | 11,696 | $336K | 0.3% | -8.5% | 0.012% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 65,513 | $1.89M | 0.0% | -15.3% | 0.066% | |
| 4/23/2025 | Continuum Advisory LLC | 34,695 | $1.00M | 0.1% | +3.7% | 0.035% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 431,187 | $12.44M | 0.0% | +41.7% | 0.435% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 18,060 | $521K | 0.3% | +8.2% | 0.018% | |
| 4/21/2025 | Avior Wealth Management LLC | 54,387 | $1.57M | 0.1% | -20.9% | 0.055% | |
| 4/21/2025 | Blue Trust Inc. | 84,941 | $2.45M | 0.0% | -0.9% | 0.086% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 287,789 | $8.31M | 0.0% | +9.7% | 0.290% | |
| 4/21/2025 | Janney Capital Management LLC | 437,405 | $12.62M | 0.9% | +1.1% | 0.441% | |
| 4/21/2025 | LifeWealth Investments LLC | 8,231 | $238K | 0.1% | N/A | 0.008% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 45,202 | $1.31M | 0.1% | +2.2% | 0.046% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 128,212 | $3.70M | 0.4% | +12.8% | 0.127% | |
| 4/17/2025 | NBT Bank N A NY | 185,858 | $5.36M | 0.4% | +5.1% | 0.184% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 8,558 | $247K | 0.0% | N/A | 0.008% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 107,886 | $3.11M | 0.0% | +1.0% | 0.107% | |
| 4/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 23,600 | $681K | 0.2% | N/A | 0.023% | |
| 4/17/2025 | CHB Investment Group LLC | 305,337 | $8.81M | 4.7% | +0.5% | 0.302% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 10,071 | $291K | 0.0% | -18.7% | 0.010% | |
| 4/17/2025 | Stewardship Advisors LLC | 109,825 | $3.17M | 0.9% | +3.2% | 0.109% | |
| 4/17/2025 | Sound Income Strategies LLC | 6,281 | $181K | 0.0% | +150.7% | 0.006% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 9,178 | $265K | 0.0% | N/A | 0.009% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 12,225 | $353K | 0.2% | +19.9% | 0.012% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 176,682 | $5.10M | 0.0% | -48.8% | 0.175% | |
| 4/16/2025 | Goldstone Financial Group LLC | 13,287 | $383K | 0.1% | -6.4% | 0.013% | |
| 4/16/2025 | New Century Financial Group LLC | 11,933 | $344K | 0.4% | -6.5% | 0.012% | |
| 4/16/2025 | Marshall Financial Group LLC | 10,682 | $308K | 0.1% | -4.9% | 0.011% | |
| 4/15/2025 | Baker Ellis Asset Management LLC | 26,914 | $777K | 0.1% | -28.0% | 0.027% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 18,868 | $545K | 0.0% | -14.5% | 0.019% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 11,110 | $321K | 0.0% | N/A | 0.011% | |
| 4/15/2025 | Simplicity Wealth LLC | 8,483 | $245K | 0.0% | N/A | 0.008% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 608,311 | $17.56M | 0.5% | +9.2% | 0.602% | |
| 4/14/2025 | Octavia Wealth Advisors LLC | 344,282 | $9.94M | 1.2% | +9.9% | 0.341% | |
| 4/14/2025 | Farther Finance Advisors LLC | 30,971 | $890K | 0.0% | -27.4% | 0.031% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 343,000 | $9.90M | 1.6% | -20.5% | 0.340% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 8,098 | $234K | 0.1% | N/A | 0.008% | |
| 4/14/2025 | Capital Investment Advisors LLC | 3,046,291 | $87.92M | 1.7% | +4.1% | 3.016% | |
| 4/14/2025 | BCS Wealth Management | 24,137 | $697K | 0.2% | -11.9% | 0.024% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 122,805 | $3.54M | 0.8% | +3.4% | 0.110% | |
| 4/11/2025 | LPF Advisors LLC | 107,454 | $3.10M | 2.5% | +9.7% | 0.096% | |
| 4/11/2025 | Congress Asset Management Co. | 115,739 | $3.34M | 0.0% | -2.6% | 0.104% | |
| 4/11/2025 | Snider Financial Group | 39,173 | $1.13M | 0.4% | +52.7% | 0.035% | |
| 4/11/2025 | Melone Private Wealth LLC | 206,442 | $5.96M | 3.1% | +0.6% | 0.185% | |
| 4/10/2025 | Breakwater Capital Group | 45,483 | $1.31M | 0.2% | +18.5% | 0.041% | |
| 4/10/2025 | Iams Wealth Management LLC | 44,162 | $1.28M | 0.6% | +23.9% | 0.040% | |
| 4/10/2025 | Peak Financial Advisors LLC | 319,435 | $9.22M | 4.7% | +12.3% | 0.286% | |
| 4/9/2025 | HBW Advisory Services LLC | 10,291 | $297K | 0.0% | +7.3% | 0.009% | |
| 4/9/2025 | Merit Financial Group LLC | 15,638 | $451K | 0.0% | -27.4% | 0.014% | |
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| 4/9/2025 | Milestone Asset Management LLC | 59,566 | $1.72M | 0.4% | N/A | 0.053% | |
| 4/9/2025 | Cypress Financial Planning LLC | 386,088 | $11.14M | 4.0% | +1.8% | 0.345% | |
| 4/9/2025 | Kaizen Financial Strategies | 6,950 | $201K | 0.1% | N/A | 0.006% | |
| 4/8/2025 | Burns J W & Co. Inc. NY | 68,092 | $1.97M | 0.3% | +9.1% | 0.061% | |
| 4/7/2025 | Silvia Mccoll Wealth Management LLC | 118,652 | $3.42M | 2.6% | +1.7% | 0.106% | |
| 4/7/2025 | GAMMA Investing LLC | 3,117 | $90K | 0.0% | +2,786.1% | 0.003% | |
| 4/7/2025 | Howard Financial Services LTD. | 519,549 | $14.99M | 2.0% | +25.1% | 0.465% | |
| 4/1/2025 | Hobart Private Capital LLC | 80,464 | $2.32M | 0.6% | +5.3% | 0.078% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 345,027 | $9.89M | 0.0% | +0.8% | 0.333% | |
| 3/10/2025 | Capstone Triton Financial Group LLC | 74,030 | $2.12M | 1.3% | +1.9% | 0.071% | |
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