| 4/30/2025 | Cerity Partners LLC | 291,617 | $36.31M | 0.1% | +4.0% | 0.631% | |
| 4/30/2025 | Code Waechter LLC | 33,573 | $4.18M | 3.4% | +5.4% | 0.073% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 23,006 | $2.86M | 0.1% | +21.1% | 0.050% | |
| 4/30/2025 | Bridges Investment Management Inc. | 3,379 | $421K | 0.0% | -4.1% | 0.007% | |
| 4/30/2025 | Greenleaf Trust | 31,005 | $3.86M | 0.0% | -14.2% | 0.067% | |
| 4/30/2025 | LTG Capital LLC | 31,375 | $3.91M | 3.6% | -5.7% | 0.068% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,002 | $872K | 0.0% | -4.3% | 0.015% | |
| 4/30/2025 | M&T Bank Corp | 446,620 | $55.61M | 0.2% | -4.7% | 0.967% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 3,445 | $429K | 0.0% | -95.3% | 0.007% | |
| 4/30/2025 | Brown Advisory Inc. | 296,371 | $36.90M | 0.1% | +16.8% | 0.640% | |
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| 4/29/2025 | Centennial Bank AR | 236 | $29K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,964 | $1.37M | 0.0% | -54.3% | 0.024% | |
| 4/29/2025 | Financial Counselors Inc. | 8,033 | $1M | 0.0% | +5.1% | 0.017% | |
| 4/29/2025 | TD Private Client Wealth LLC | 20,980 | $2.61M | 0.1% | -24.4% | 0.045% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 300,711 | $37.44M | 0.0% | -6.8% | 0.649% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 52,500 | $6.54M | 1.9% | -1.3% | 0.113% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 1,185 | $148K | 0.0% | -24.2% | 0.003% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 46,097 | $5.74M | 0.1% | +0.3% | 0.100% | |
| 4/29/2025 | Bank of New York Mellon Corp | 43,237 | $5.38M | 0.0% | -1.1% | 0.093% | |
| 4/29/2025 | World Investment Advisors | 16,783 | $2.09M | 0.1% | -88.6% | 0.036% | |
| 4/29/2025 | Bestgate Wealth Advisors LLC | 3,628 | $452K | 0.9% | -2.5% | 0.008% | |
| 4/29/2025 | Strategic Blueprint LLC | 1,693 | $211K | 0.0% | +7.1% | 0.004% | |
| 4/29/2025 | Sequent Asset Management LLC | 5,249 | $654K | 0.4% | -4.9% | 0.011% | |
| 4/29/2025 | Brookstone Capital Management | 11,273 | $1.40M | 0.0% | -6.2% | 0.024% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 20,045 | $2.50M | 0.0% | -7.0% | 0.043% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 117,936 | $14.68M | 5.3% | +4.9% | 0.255% | |
| 4/28/2025 | D.A. Davidson & CO. | 2,595 | $323K | 0.0% | -82.5% | 0.006% | |
| 4/28/2025 | Mutual Advisors LLC | 6,426 | $776K | 0.0% | -5.7% | 0.014% | |
| 4/28/2025 | First Horizon Advisors Inc. | 27,443 | $3.42M | 0.1% | -3.8% | 0.059% | |
| 4/28/2025 | Private Trust Co. NA | 3,669 | $457K | 0.0% | -26.5% | 0.008% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 125,582 | $15.77M | 0.3% | +7.4% | 0.271% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 390 | $49K | 0.0% | +49.4% | 0.001% | |
| 4/28/2025 | Keybank National Association OH | 95,093 | $11.84M | 0.0% | -0.4% | 0.205% | |
| 4/28/2025 | Guerra Pan Advisors LLC | 6,383 | $795K | 0.6% | -10.9% | 0.014% | |
| 4/28/2025 | DAVENPORT & Co LLC | 6,497 | $809K | 0.0% | +2.4% | 0.014% | |
| 4/28/2025 | Rovin Capital UT ADV | 4,280 | $533K | 0.2% | -92.2% | 0.009% | |
| 4/28/2025 | Salomon & Ludwin LLC | 67,355 | $8.39M | 0.9% | -2.9% | 0.145% | |
| 4/25/2025 | JNBA Financial Advisors | 7,663 | $954K | 0.1% | -5.8% | 0.017% | |
| 4/25/2025 | Mather Group LLC. | 7,531 | $938K | 0.0% | +69.0% | 0.016% | |
| 4/25/2025 | Saxon Interests Inc. | 2,889 | $360K | 0.2% | -3.8% | 0.006% | |
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| 4/25/2025 | Dougherty Wealth Advisers LLC | 305 | $38K | 0.0% | -87.7% | 0.001% | |
| 4/25/2025 | Kendall Capital Management | 4,093 | $510K | 0.1% | -2.1% | 0.009% | |
| 4/25/2025 | Essex Financial Services Inc. | 7,241 | $902K | 0.1% | +3.8% | 0.016% | |
| 4/25/2025 | Meridian Financial LLC | 4,398 | $548K | 0.4% | +4.1% | 0.009% | |
| 4/24/2025 | Sunbelt Securities Inc. | 34,781 | $4.33M | 0.4% | -3.4% | 0.075% | |
| 4/24/2025 | Money Concepts Capital Corp | 5,074 | $632K | 0.0% | -10.4% | 0.011% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 8,127 | $1.01M | 0.1% | -7.4% | 0.018% | |
| 4/24/2025 | Trust Co. of Vermont | 2,315 | $288K | 0.0% | +18.8% | 0.005% | |
| 4/24/2025 | Park Place Capital Corp | 9,795 | $1.22M | 0.3% | -6.0% | 0.021% | |
| 4/24/2025 | Falcon Wealth Planning | 155,439 | $19.35M | 2.2% | -32.9% | 0.335% | |
| 4/24/2025 | First Merchants Corp | 16,770 | $2.09M | 0.1% | -44.6% | 0.036% | |
| 4/23/2025 | KPP Advisory Services LLC | 3,158 | $393K | 0.1% | N/A | 0.007% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 2,642 | $329K | 0.0% | -65.0% | 0.006% | |
| 4/23/2025 | Alpine Bank Wealth Management | 1,622 | $202K | 0.0% | N/A | 0.003% | |
| 4/23/2025 | Financial Life Planners | 1,581 | $197K | 0.2% | -11.2% | 0.003% | |
| 4/23/2025 | Pacific Financial Group Inc. | 15,804 | $1.97M | 1.6% | -1.0% | 0.034% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 161,730 | $20.14M | 1.0% | -1.5% | 0.347% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 9,540 | $1.19M | 0.0% | -9.5% | 0.020% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 196,672 | $24.49M | 0.3% | -2.0% | 0.422% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 52,487 | $6.54M | 0.4% | -4.8% | 0.113% | |
| 4/22/2025 | Rodgers & Associates LTD | 69,170 | $8.61M | 1.0% | +2.9% | 0.149% | |
| 4/22/2025 | Moisand Fitzgerald Tamayo LLC | 256 | $32K | 0.0% | -31.9% | 0.001% | |
| 4/22/2025 | World Equity Group Inc. | 2,583 | $322K | 0.1% | N/A | 0.006% | |
| 4/22/2025 | ERTS Wealth Advisors LLC | 7,451 | $928K | 0.2% | -9.2% | 0.016% | |
| 4/22/2025 | Cottage Street Advisors LLC | 47,623 | $5.93M | 2.8% | -1.6% | 0.102% | |
| 4/22/2025 | Compass Ion Advisors LLC | 2,713 | $338K | 0.0% | -17.1% | 0.006% | |
| 4/21/2025 | True Link Financial Advisors LLC | 4,812 | $599K | 0.0% | N/A | 0.010% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 18,725 | $2.33M | 0.0% | -4.8% | 0.040% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 2,880 | $359K | 0.1% | N/A | 0.006% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 166,044 | $20.67M | 2.4% | -3.7% | 0.357% | |
| 4/21/2025 | PSI Advisors LLC | 12,144 | $1.51M | 0.5% | -15.6% | 0.026% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 1,920 | $239K | 0.0% | +29.6% | 0.004% | |
| 4/21/2025 | Newton One Investments LLC | 57,661 | $7.18M | 2.6% | +7.1% | 0.124% | |
| 4/18/2025 | Lion Street Advisors LLC | 6,120 | $762K | 0.2% | -15.0% | 0.013% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 404 | $50K | 0.0% | +288.5% | 0.001% | |
| 4/18/2025 | Clayton Financial Group LLC | 47,855 | $5.96M | 2.2% | +2.8% | 0.103% | |
| 4/18/2025 | Bfsg LLC | 23,102 | $2.88M | 0.3% | +1.1% | 0.050% | |
| 4/17/2025 | NBT Bank N A NY | 46,057 | $5.73M | 0.4% | +4.9% | 0.099% | |
| 4/17/2025 | Vicus Capital | 22,632 | $2.82M | 0.3% | +13.9% | 0.049% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 6,059 | $754K | 0.4% | -8.4% | 0.013% | |
| 4/17/2025 | Grove Bank & Trust | 4,300 | $535K | 0.1% | -10.6% | 0.009% | |
| 4/17/2025 | Highline Wealth Partners LLC | 200 | $25K | 0.0% | -60.0% | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 29,978 | $3.73M | 0.2% | +6.3% | 0.064% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 27,720 | $3.45M | 0.0% | -0.9% | 0.059% | |
| 4/17/2025 | Mission Wealth Management LP | 11,425 | $1.42M | 0.0% | +321.6% | 0.025% | |
| 4/17/2025 | Christensen King & Associates Investment Services Inc. | 6,324 | $808K | 0.4% | -1.9% | 0.014% | |
| 4/17/2025 | Pacific Sun Financial Corp | 24,791 | $3.09M | 1.8% | -1.8% | 0.053% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 3,565 | $444K | 0.0% | -5.1% | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 49,624 | $6.18M | 0.0% | -5.0% | 0.106% | |
| 4/16/2025 | Tritonpoint Wealth LLC | 6,839 | $851K | 0.1% | -2.5% | 0.015% | |
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| 4/16/2025 | Matauro LLC | 12,342 | $1.54M | 0.3% | -87.8% | 0.026% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 101,844 | $12.68M | 1.7% | -1.1% | 0.219% | |
| 4/16/2025 | Salem Investment Counselors Inc. | 596 | $74K | 0.0% | -17.7% | 0.001% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 9,357 | $1.17M | 0.3% | +5.6% | 0.020% | |
| 4/16/2025 | Thomasville National Bank | 15,374 | $1.91M | 0.1% | -2.0% | 0.033% | |
| 4/16/2025 | May Barnhard Investments LLC | 39,857 | $4.96M | 2.5% | -5.8% | 0.086% | |
| 4/15/2025 | Total Wealth Planning LLC | 3,707 | $462K | 0.1% | -3.6% | 0.008% | |
| 4/15/2025 | Fifth Third Bancorp | 64,521 | $8.03M | 0.0% | -4.8% | 0.138% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 69,817 | $8.69M | 1.1% | -3.6% | 0.150% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 11,893 | $1.48M | 0.1% | -1.7% | 0.026% | |
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