| 5/1/2025 | WESPAC Advisors LLC | 14,953 | $291K | 0.2% | -7.9% | 0.007% | |
| 5/1/2025 | Country Club Bank | 224,175 | $4.37M | 0.3% | -1.1% | 0.103% | |
| 4/30/2025 | Cerity Partners LLC | 31,119 | $606K | 0.0% | +6.9% | 0.014% | |
| 4/30/2025 | Allworth Financial LP | 263,757 | $5.14M | 0.0% | -2.2% | 0.122% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 175,182 | $3.41M | 0.5% | N/A | 0.081% | |
| 4/30/2025 | True Vision MN LLC | 69,128 | $1.35M | 0.8% | -3.0% | 0.032% | |
| 4/30/2025 | Leavell Investment Management Inc. | 94,173 | $1.83M | 0.1% | -6.6% | 0.043% | |
| 4/30/2025 | Principal Securities Inc. | 38,718 | $752K | 0.0% | +1.9% | 0.018% | |
| 4/30/2025 | Optimum Investment Advisors | 8,500 | $166K | 0.1% | +41.7% | 0.004% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 135,214 | $2.63M | 1.0% | +14.7% | 0.062% | |
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| 4/30/2025 | AlphaStar Capital Management LLC | 248,309 | $4.84M | 0.6% | +22.8% | 0.114% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 17,373 | $338K | 0.0% | -25.1% | 0.008% | |
| 4/30/2025 | 49 Wealth Management LLC | 543,846 | $10.59M | 1.3% | +0.3% | 0.251% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 10,602 | $207K | 0.0% | N/A | 0.005% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 19,476 | $379K | 0.0% | -12.1% | 0.009% | |
| 4/30/2025 | Brown Advisory Inc. | 51,731 | $1.01M | 0.0% | +3.9% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 985,103 | $19.19M | 0.0% | +5.0% | 0.454% | |
| 4/29/2025 | Novare Capital Management LLC | 147,879 | $2.88M | 0.3% | +2.8% | 0.068% | |
| 4/29/2025 | HM Payson & Co. | 11,283 | $220K | 0.0% | +12.9% | 0.005% | |
| 4/29/2025 | World Investment Advisors | 13,416 | $261K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Wayfinding Financial LLC | 5,678 | $110K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Brookstone Capital Management | 1,541,556 | $30.03M | 0.4% | -2.2% | 0.711% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 26,122 | $509K | 0.0% | +25.9% | 0.012% | |
| 4/28/2025 | Fusion Family Wealth LLC | 1,713,766 | $33.38M | 3.1% | +0.1% | 0.790% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 828,427 | $16.14M | 9.2% | -4.8% | 0.382% | |
| 4/28/2025 | Straight Path Wealth Management | 396,201 | $7.72M | 3.1% | +3.5% | 0.183% | |
| 4/28/2025 | Clark Asset Management LLC | 616,308 | $12.01M | 2.0% | +9.0% | 0.284% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 64,054 | $1.25M | 0.2% | +11.4% | 0.030% | |
| 4/28/2025 | Private Trust Co. NA | 33,031 | $643K | 0.1% | -5.7% | 0.015% | |
| 4/28/2025 | ArborFi Advisors LLC | 58,474 | $1.14M | 1.1% | +4.9% | 0.027% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 300,984 | $5.86M | 3.8% | +1.6% | 0.139% | |
| 4/28/2025 | Rovin Capital UT ADV | 198,930 | $3.88M | 1.2% | +148.6% | 0.092% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 77,825 | $1.51M | 0.5% | +11.0% | 0.036% | |
| 4/25/2025 | Altus Wealth Group LLC | 16,793 | $327K | 0.2% | -84.3% | 0.008% | |
| 4/25/2025 | First Fiduciary Investment Counsel Inc. | 37,067 | $722K | 0.2% | +7.9% | 0.017% | |
| 4/25/2025 | Pacific Wealth Strategies Group Inc. | 57,263 | $1.12M | 0.8% | +8.3% | 0.026% | |
| 4/25/2025 | Strid Group LLC | 63,120 | $1.23M | 0.2% | +1.0% | 0.029% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 1,032,500 | $20.11M | 2.1% | -6.6% | 0.476% | |
| 4/25/2025 | Hills Bank & Trust Co | 2,703,849 | $52.67M | 3.7% | +2.1% | 1.247% | |
| 4/25/2025 | Sovran Advisors LLC | 29,579 | $577K | 0.1% | N/A | 0.014% | |
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| 4/24/2025 | Kessler Investment Group LLC | 61,577 | $1.20M | 0.6% | +7.0% | 0.028% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 41,596 | $810K | 0.1% | N/A | 0.019% | |
| 4/24/2025 | 4Thought Financial Group Inc. | 36,736 | $716K | 0.4% | -3.6% | 0.017% | |
| 4/23/2025 | Western Wealth Management LLC | 48,634 | $947K | 0.1% | -6.8% | 0.022% | |
| 4/23/2025 | G2 Capital Management LLC OH | 95,702 | $1.86M | 0.6% | +1.0% | 0.044% | |
| 4/23/2025 | Kirr Marbach & Co. LLC IN | 975,786 | $19.01M | 4.4% | +1.4% | 0.450% | |
| 4/23/2025 | Blossom Wealth Management | 26,474 | $516K | 1.0% | +13.9% | 0.012% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 12,964 | $253K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Valmark Advisers Inc. | 17,967 | $350K | 0.0% | +9.3% | 0.008% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 57,078 | $1.11M | 0.1% | -14.3% | 0.026% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 707,681 | $13.79M | 0.0% | +52.2% | 0.326% | |
| 4/22/2025 | Tassel Capital Management Inc. | 16,844 | $328K | 0.3% | -4.1% | 0.008% | |
| 4/22/2025 | Paradiem LLC | 116,171 | $2.26M | 0.6% | -10.7% | 0.054% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 92,025 | $1.79M | 1.0% | +5.8% | 0.042% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 35,879 | $699K | 0.1% | -2.8% | 0.017% | |
| 4/22/2025 | Marietta Wealth Management LLC | 320,121 | $6.24M | 0.9% | +2.9% | 0.148% | |
| 4/22/2025 | Denver Wealth Management Inc. | 30,596 | $596K | 0.3% | -63.5% | 0.014% | |
| 4/22/2025 | Castleview Partners LLC | 17,273 | $336K | 0.2% | N/A | 0.008% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 280,182 | $5.46M | 3.6% | N/A | 0.129% | |
| 4/21/2025 | Avior Wealth Management LLC | 116,177 | $2.26M | 0.1% | +43.0% | 0.053% | |
| 4/21/2025 | ORG Partners LLC | 27,876 | $543K | 0.1% | +3.8% | 0.013% | |
| 4/21/2025 | Investment Research & Advisory Group Inc. | 5,441 | $106K | 0.0% | N/A | 0.003% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 638,725 | $12.44M | 2.9% | -6.6% | 0.294% | |
| 4/21/2025 | River Street Advisors LLC | 294,056 | $5.73M | 2.8% | -0.3% | 0.135% | |
| 4/21/2025 | Matthew Goff Investment Advisor LLC | 273,456 | $5.33M | 1.0% | +29.6% | 0.126% | |
| 4/21/2025 | Well Done LLC | 20,825 | $405K | 0.1% | N/A | 0.010% | |
| 4/21/2025 | Steel Grove Capital Advisors LLC | 357,729 | $6.97M | 1.1% | +5.1% | 0.165% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 628,897 | $12.25M | 0.8% | +6.4% | 0.290% | |
| 4/17/2025 | AA Financial Advisors LLC | 252,003 | $4.91M | 1.2% | +15.4% | 0.116% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 596,942 | $11.63M | 0.0% | -18.7% | 0.275% | |
| 4/17/2025 | Good Life Advisors LLC | 75,497 | $1.47M | 0.1% | -46.1% | 0.035% | |
| 4/17/2025 | Retirement Solution LLC | 12,162 | $237K | 0.1% | +13.1% | 0.006% | |
| 4/17/2025 | Hengehold Capital Management LLC | 431,514 | $8.41M | 0.8% | +12.7% | 0.199% | |
| 4/17/2025 | Brighton Jones LLC | 38,497 | $750K | 0.0% | N/A | 0.018% | |
| 4/17/2025 | Tenon Financial LLC | 170,927 | $3.33M | 2.1% | +6.2% | 0.079% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 32,333 | $630K | 0.5% | +12.4% | 0.015% | |
| 4/16/2025 | Everpar Advisors LLC | 16,482 | $321K | 0.2% | +21.2% | 0.008% | |
| 4/16/2025 | CRA Financial Services LLC | 144,958 | $2.82M | 0.5% | +3.7% | 0.067% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 257,965 | $5.03M | 0.0% | +3.1% | 0.119% | |
| 4/16/2025 | Krilogy Financial LLC | 83,759 | $1.63M | 0.1% | +3.5% | 0.039% | |
| 4/16/2025 | Sound Stewardship LLC | 373,945 | $7.28M | 4.2% | +1.8% | 0.172% | |
| 4/16/2025 | Ballew Advisors Inc | 67,942 | $1.32M | 0.9% | +39.6% | 0.031% | |
| 4/15/2025 | Net Worth Advisory Group | 16,040 | $312K | 0.1% | +10.0% | 0.007% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 155,428 | $3.03M | 0.5% | +2.1% | 0.071% | |
| 4/15/2025 | Curbstone Financial Management Corp | 23,476 | $457K | 0.1% | N/A | 0.011% | |
| 4/15/2025 | Central Valley Advisors LLC | 450,778 | $8.78M | 3.3% | +1,875.7% | 0.207% | |
| 4/15/2025 | GAMMA Investing LLC | 31,389 | $611K | 0.0% | +16.8% | 0.014% | |
| 4/14/2025 | McCarthy & Cox | 309,214 | $6.02M | 2.6% | -31.5% | 0.142% | |
| 4/14/2025 | Capital Investment Advisors LLC | 25,553 | $498K | 0.0% | -6.3% | 0.012% | |
| 4/14/2025 | BCS Wealth Management | 576,198 | $11.22M | 2.9% | -1.3% | 0.265% | |
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| 4/14/2025 | Park Avenue Securities LLC | 62,023 | $1.21M | 0.0% | +2.6% | 0.028% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 413,687 | $8.06M | 1.5% | +1.0% | 0.190% | |
| 4/11/2025 | First City Capital Management Inc. | 34,921 | $680K | 0.4% | -1.8% | 0.016% | |
| 4/11/2025 | Independence Bank of Kentucky | 27,630 | $538K | 0.1% | +8.0% | 0.013% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 57,884 | $1.13M | 0.3% | +6.0% | 0.026% | |
| 4/11/2025 | Evexia Wealth LLC | 136,441 | $2.66M | 1.0% | +2.7% | 0.062% | |
| 4/10/2025 | Beacon Financial Group | 109,832 | $2.14M | 0.2% | +3.3% | 0.050% | |
| 4/10/2025 | Secure Asset Management LLC | 59,107 | $1.15M | 0.2% | -60.6% | 0.027% | |
| 4/10/2025 | SMI Advisory Services LLC | 19,377 | $377K | 0.1% | +53.0% | 0.009% | |
| 4/10/2025 | Apella Capital LLC | 45,740 | $891K | 0.0% | +3.4% | 0.021% | |
