| 4/30/2025 | Bernardo Wealth Planning LLC | 27,019 | $1.36M | 0.3% | -14.1% | 0.070% | |
| 4/30/2025 | Allworth Financial LP | 77,664 | $3.85M | 0.0% | +17.7% | 0.202% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 1,029 | $51K | 0.0% | -30.3% | 0.003% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 30,687 | $1.55M | 0.0% | -33.1% | 0.080% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 6,915 | $349K | 0.0% | -75.9% | 0.018% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 56,730 | $2.86M | 1.5% | +7.8% | 0.148% | |
| 4/30/2025 | Family Capital Management Inc. | 31,505 | $1.59M | 1.0% | -6.5% | 0.082% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,938 | $602K | 0.0% | -2.2% | 0.031% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 403,587 | $20.35M | 0.0% | -5.2% | 1.050% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 18,655 | $941K | 0.0% | +22.8% | 0.049% | |
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| 4/29/2025 | Wheelhouse Advisory Group LLC | 6,964 | $351K | 0.2% | -7.9% | 0.018% | |
| 4/29/2025 | Bank of New York Mellon Corp | 205,804 | $10.38M | 0.0% | -1.7% | 0.535% | |
| 4/29/2025 | Seascape Capital Management | 21,000 | $1.06M | 0.4% | +10.5% | 0.055% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 27,585 | $1.39M | 0.1% | -9.1% | 0.072% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 426,121 | $21.49M | 0.3% | -2.3% | 1.108% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 639,192 | $32.23M | 1.1% | -1.7% | 1.662% | |
| 4/28/2025 | D.A. Davidson & CO. | 49,072 | $2.47M | 0.0% | -5.1% | 0.128% | |
| 4/28/2025 | Mutual Advisors LLC | 40,130 | $1.99M | 0.1% | -2.4% | 0.104% | |
| 4/28/2025 | Sebold Capital Management Inc. | 54,033 | $2.72M | 1.8% | +3.4% | 0.141% | |
| 4/28/2025 | First Horizon Advisors Inc. | 71,066 | $3.58M | 0.1% | -13.9% | 0.185% | |
| 4/28/2025 | Revisor Wealth Management LLC | 11,773 | $594K | 0.3% | N/A | 0.031% | |
| 4/28/2025 | Private Trust Co. NA | 17,318 | $873K | 0.1% | -14.3% | 0.045% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 38,786 | $1.96M | 0.2% | -1.0% | 0.101% | |
| 4/28/2025 | ABLE Financial Group LLC | 76,030 | $3.83M | 1.1% | +5.2% | 0.198% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 22,410 | $1.13M | 0.1% | -7.1% | 0.058% | |
| 4/25/2025 | Westside Investment Management Inc. | 65,259 | $3.29M | 0.7% | +5.1% | 0.169% | |
| 4/25/2025 | Naviter Wealth LLC | 47,616 | $2.41M | 0.3% | +13.1% | 0.123% | |
| 4/25/2025 | Sovran Advisors LLC | 8,350 | $414K | 0.1% | -16.4% | 0.022% | |
| 4/24/2025 | Golden State Wealth Management LLC | 53,860 | $2.72M | 0.4% | -22.8% | 0.139% | |
| 4/24/2025 | Financial Futures Ltd Liability Co. | 4,136 | $209K | 0.1% | N/A | 0.011% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 21,418 | $1.08M | 0.1% | +97.2% | 0.055% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 81,743 | $4.12M | 1.8% | -3.2% | 0.211% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 13,422 | $677K | 0.5% | -2.4% | 0.035% | |
| 4/23/2025 | Western Wealth Management LLC | 49,059 | $2.47M | 0.2% | -4.0% | 0.127% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 253,818 | $12.80M | 0.1% | -18.8% | 0.657% | |
| 4/23/2025 | Golden State Wealth Management LLC | 107,720 | $5.43M | 0.4% | +54.4% | 0.279% | |
| 4/23/2025 | IMG Wealth Management Inc. | 1,290 | $65K | 0.1% | N/A | 0.003% | |
| 4/23/2025 | Investment Planning Advisors Inc. | 57,646 | $2.91M | 1.2% | +18.2% | 0.149% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 6,605 | $333K | 0.1% | -34.4% | 0.017% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 7,398 | $373K | 0.0% | +15.6% | 0.019% | |
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| 4/22/2025 | Duncker Streett & Co. Inc. | 1,380 | $70K | 0.0% | -34.9% | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 322,732 | $16.27M | 0.1% | +7.3% | 0.835% | |
| 4/22/2025 | Crumly & Associates Inc. | 20,362 | $1.03M | 0.3% | -1.4% | 0.053% | |
| 4/22/2025 | WealthCare Investment Partners LLC | 49,528 | $2.44M | 1.0% | +1.5% | 0.128% | |
| 4/22/2025 | Nilsine Partners LLC | 19,662 | $991K | 0.1% | -10.0% | 0.051% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 27,019 | $1.36M | 0.3% | -14.1% | 0.070% | |
| 4/22/2025 | Advisor Resource Council | 4,000 | $202K | 0.0% | N/A | 0.010% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 128,230 | $6.47M | 1.5% | +0.8% | 0.332% | |
| 4/21/2025 | Advisory Resource Group | 9,676 | $488K | 0.1% | +18.8% | 0.025% | |
| 4/21/2025 | ERn Financial LLC | 272,520 | $13.74M | 2.2% | -2.3% | 0.706% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 38,703 | $1.95M | 0.0% | +8.2% | 0.100% | |
| 4/21/2025 | Catalina Capital Group LLC | 4,661 | $235K | 0.2% | -29.8% | 0.012% | |
| 4/21/2025 | CWA Asset Management Group LLC | 211,053 | $10.64M | 0.5% | -7.9% | 0.547% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 7,318 | $369K | 0.0% | -4.8% | 0.019% | |
| 4/17/2025 | Signature Wealth Management Group | 14,941 | $753K | 0.3% | -9.4% | 0.039% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 322,047 | $16.24M | 0.0% | +4.4% | 0.834% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 2,233 | $113K | 0.0% | N/A | 0.006% | |
| 4/17/2025 | ORBA Wealth Advisors L.L.C. | 15,000 | $756K | 0.4% | N/A | 0.039% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 75,515 | $3.81M | 0.5% | -21.5% | 0.196% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 24,929 | $1.26M | 0.0% | +148.6% | 0.064% | |
| 4/17/2025 | Dohj LLC | 17,190 | $867K | 0.2% | N/A | 0.044% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,163 | $1.22M | 0.0% | +7.9% | 0.062% | |
| 4/16/2025 | Stock Yards Bank & Trust Co. | 31,031 | $1.57M | 0.1% | -12.2% | 0.080% | |
| 4/16/2025 | RMR Wealth Builders | 328,008 | $16.54M | 1.7% | +15.4% | 0.841% | |
| 4/15/2025 | Fifth Third Bancorp | 1,778 | $90K | 0.0% | -36.0% | 0.005% | |
| 4/15/2025 | EdgeRock Capital LLC | 60,385 | $3.05M | 2.2% | +42.8% | 0.155% | |
| 4/15/2025 | Traction Financial Partners LLC | 26,751 | $1.35M | 1.1% | -9.2% | 0.069% | |
| 4/14/2025 | Farther Finance Advisors LLC | 11,520 | $583K | 0.0% | +58.9% | 0.030% | |
| 4/14/2025 | NewSquare Capital LLC | 12,807 | $646K | 0.1% | +4.2% | 0.033% | |
| 4/14/2025 | McCarthy & Cox | 18,587 | $937K | 0.4% | N/A | 0.048% | |
| 4/14/2025 | One Plus One Wealth Management LLC | 14,149 | $713K | 0.4% | +9.5% | 0.036% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 649,521 | $32.75M | 0.7% | +3.1% | 1.665% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 55,679 | $2.81M | 0.5% | +11.0% | 0.143% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 9,003 | $454K | 0.1% | -19.2% | 0.023% | |
| 4/11/2025 | McNamara Financial Services Inc. | 5,371 | $271K | 0.1% | +7.1% | 0.014% | |
| 4/11/2025 | Magnus Financial Group LLC | 94,619 | $4.77M | 0.5% | -5.2% | 0.239% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 96,900 | $4.89M | 0.8% | -0.5% | 0.245% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 16,112 | $812K | 0.3% | -1.8% | 0.041% | |
| 4/10/2025 | Secure Asset Management LLC | 34,662 | $1.75M | 0.3% | +19.0% | 0.088% | |
| 4/10/2025 | Iams Wealth Management LLC | 4,368 | $220K | 0.1% | N/A | 0.011% | |
| 4/10/2025 | TrueWealth Advisors LLC | 5,210 | $263K | 0.1% | +28.6% | 0.013% | |
| 4/9/2025 | RFG Advisory LLC | 20,788 | $1.05M | 0.0% | -88.2% | 0.052% | |
| 4/9/2025 | HBW Advisory Services LLC | 5,676 | $286K | 0.0% | -13.1% | 0.014% | |
| 4/9/2025 | Flagstar Advisors Inc. | 30,697 | $1.55M | 0.4% | -5.8% | 0.078% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 60,223 | $3.04M | 0.4% | -3.2% | 0.152% | |
| 4/9/2025 | NBC Securities Inc. | 2,382 | $120K | 0.0% | +119,000.0% | 0.006% | |
| 4/9/2025 | TL Private Wealth | 13,631 | $674K | 0.3% | -17.1% | 0.034% | |
| 4/9/2025 | Advance Capital Management Inc. | 87,984 | $4.44M | 0.2% | -3.6% | 0.222% | |
| 4/7/2025 | GAMMA Investing LLC | 1,563 | $79K | 0.0% | +4,941.9% | 0.004% | |
| 4/4/2025 | Legacy Private Trust Co. | 49,886 | $2.52M | 0.2% | -52.1% | 0.126% | |
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| 4/1/2025 | Hobart Private Capital LLC | 25,619 | $1.29M | 0.3% | +36.7% | 0.065% | |
| 2/27/2025 | ABLE Financial Group LLC | 72,264 | $3.69M | 1.1% | +36.4% | 0.183% | |
| 2/25/2025 | Heck Capital Advisors LLC | 41,061 | $2.10M | 0.1% | N/A | 0.104% | |
| 2/25/2025 | Armis Advisers LLC | 9,491 | $484K | 0.1% | N/A | 0.024% | |
| 2/18/2025 | Western Wealth Management LLC | 4,922 | $251K | 0.1% | -90.8% | 0.012% | |
| 2/18/2025 | Elequin Capital LP | 6,968 | $355K | 0.0% | +157.3% | 0.018% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 150,146 | $7.66M | 0.1% | +620.3% | 0.380% | |
| 2/18/2025 | First Heartland Consultants Inc. | 105,737 | $5.39M | 0.5% | +6.6% | 0.267% | |
| 2/17/2025 | Weitzel Financial Services Inc. | 47,917 | $2.45M | 1.2% | -0.6% | 0.121% | |
| 2/17/2025 | Visionary Wealth Advisors | 69,848 | $3.56M | 0.2% | +17.8% | 0.177% | |
