| 5/2/2025 | Kingsview Wealth Management LLC | 5,875 | $542K | 0.0% | +16.8% | 0.003% | |
| 5/2/2025 | Bailard Inc. | 36,242 | $3.35M | 0.1% | -13.0% | 0.016% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 13,298 | $1.23M | 0.1% | -5.8% | 0.006% | |
| 5/2/2025 | Stevens Capital Partners | 52,477 | $4.84M | 2.3% | -29.8% | 0.024% | |
| 5/2/2025 | Equity Investment Corp | 30,044 | $2.77M | 0.1% | -55.0% | 0.014% | |
| 5/2/2025 | Capital A Wealth Management LLC | 403 | $37K | 0.0% | +571.7% | 0.000% | |
| 5/2/2025 | Grey Fox Wealth Advisors LLC | 8,891 | $821K | 0.2% | -6.6% | 0.004% | |
| 5/2/2025 | Apollon Financial LLC | 7,094 | $655K | 0.2% | +98.5% | 0.003% | |
| 5/2/2025 | Sigma Planning Corp | 123,992 | $11.44M | 0.4% | -1.4% | 0.056% | |
| 5/2/2025 | Signaturefd LLC | 4,460,480 | $411.66M | 7.8% | +4.0% | 2.029% | |
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| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 10,085 | $931K | 0.2% | +2.9% | 0.005% | |
| 5/1/2025 | Key Financial Inc | 2,615 | $241K | 0.1% | +34.4% | 0.001% | |
| 5/1/2025 | CWM LLC | 686,873 | $63.39M | 0.3% | -1.3% | 0.312% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 1,403 | $129K | 0.1% | +316.3% | 0.001% | |
| 5/1/2025 | Nikulski Financial Inc. | 3,557 | $328K | 0.1% | -10.7% | 0.002% | |
| 5/1/2025 | SkyOak Wealth LLC | 202,311 | $18.67M | 4.1% | +1.5% | 0.092% | |
| 5/1/2025 | Beirne Wealth Consulting Services LLC | 9,378 | $866K | 0.3% | -3.4% | 0.004% | |
| 5/1/2025 | Fifth Third Securities Inc. | 5,366 | $495K | 0.0% | -8.3% | 0.002% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 13,315 | $1.23M | 1.1% | -1.9% | 0.006% | |
| 4/30/2025 | Weil Company Inc. | 306,207 | $28.26M | 8.4% | +39.6% | 0.139% | |
| 4/30/2025 | Phillips Financial Management LLC | 11,896 | $1.10M | 0.1% | -1.6% | 0.005% | |
| 4/30/2025 | Narus Financial Partners LLC | 12,201 | $1.13M | 0.4% | -5.1% | 0.006% | |
| 4/30/2025 | Allworth Financial LP | 671,899 | $59.26M | 0.3% | +23.2% | 0.306% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 24,221 | $2.24M | 0.3% | +1.1% | 0.011% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 2,973 | $274K | 0.0% | +6.7% | 0.001% | |
| 4/30/2025 | Trek Financial LLC | 256,197 | $23.64M | 1.7% | +34.2% | 0.117% | |
| 4/30/2025 | M&T Bank Corp | 43,225 | $3.99M | 0.0% | -7.2% | 0.020% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 123,030 | $11.35M | 0.2% | -7.9% | 0.056% | |
| 4/30/2025 | Liberty One Investment Management LLC | 17,216 | $1.59M | 0.2% | +11.0% | 0.008% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 4,236 | $391K | 0.1% | -20.8% | 0.002% | |
| 4/30/2025 | Brown Advisory Inc. | 5,763 | $532K | 0.0% | +10.0% | 0.003% | |
| 4/30/2025 | Family Capital Management Inc. | 36,995 | $3.41M | 2.1% | +12.2% | 0.017% | |
| 4/30/2025 | Abound Financial LLC | 806 | $74K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Synergy Investment Management LLC | 55,870 | $5.16M | 2.2% | -48.7% | 0.025% | |
| 4/29/2025 | TD Private Client Wealth LLC | 173,466 | $16.01M | 0.4% | -4.9% | 0.079% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,599,418 | $424.48M | 0.1% | +4.3% | 2.093% | |
| 4/29/2025 | Drake & Associates LLC | 270,238 | $24.94M | 7.0% | +2.7% | 0.123% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,244 | $391K | 0.2% | -8.1% | 0.002% | |
| 4/29/2025 | Atlantic Edge Private Wealth Management LLC | 10,806 | $997K | 0.3% | +21.5% | 0.005% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 594,098 | $54.83M | 9.0% | +2.4% | 0.270% | |
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| 4/29/2025 | Capital Planning LLC | 4,073 | $376K | 0.1% | N/A | 0.002% | |
| 4/29/2025 | One Day In July LLC | 9,295 | $858K | 0.1% | +14.9% | 0.004% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 124,306 | $11.47M | 0.3% | +6.0% | 0.057% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,694 | $249K | 0.0% | +11.0% | 0.001% | |
| 4/29/2025 | World Investment Advisors | 10,276 | $948K | 0.0% | -1.5% | 0.005% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 41,748 | $3.85M | 0.2% | +3.6% | 0.019% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 79,826 | $7.37M | 0.1% | +0.3% | 0.036% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 35,989 | $3.29M | 0.3% | -2.0% | 0.016% | |
| 4/28/2025 | D.A. Davidson & CO. | 7,803 | $720K | 0.0% | +12.8% | 0.004% | |
| 4/28/2025 | Mutual Advisors LLC | 53,790 | $4.74M | 0.1% | +2.9% | 0.024% | |
| 4/28/2025 | ZWJ Investment Counsel Inc. | 24,917 | $2.30M | 0.1% | +0.7% | 0.011% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 147,693 | $13.63M | 1.6% | +0.3% | 0.067% | |
| 4/28/2025 | Private Trust Co. NA | 22,782 | $2.10M | 0.2% | -1.5% | 0.010% | |
| 4/28/2025 | Financial Advocates Investment Management | 143,147 | $13.21M | 0.9% | +6.8% | 0.065% | |
| 4/28/2025 | Rovin Capital UT ADV | 51,715 | $4.77M | 1.5% | -9.8% | 0.023% | |
| 4/25/2025 | Mather Group LLC. | 839 | $77K | 0.0% | +31.3% | 0.000% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 442 | $41K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | CHURCHILL MANAGEMENT Corp | 1,877,261 | $173.25M | 2.2% | N/A | 0.852% | |
| 4/25/2025 | Townsend & Associates Inc | 450,286 | $37.90M | 3.9% | +0.9% | 0.204% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 800,667 | $73.89M | 7.4% | +11.1% | 0.364% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 58,965 | $5.44M | 4.8% | +6.0% | 0.027% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 137,525 | $12.72M | 0.5% | -22.5% | 0.062% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 25,923 | $2.39M | 1.1% | -8.4% | 0.012% | |
| 4/25/2025 | Northwest Wealth Management LLC | 10,323 | $953K | 0.2% | -4.3% | 0.005% | |
| 4/25/2025 | Verity Asset Management Inc. | 17,890 | $1.65M | 0.7% | N/A | 0.008% | |
| 4/25/2025 | Sovran Advisors LLC | 2,721 | $233K | 0.0% | -21.2% | 0.001% | |
| 4/25/2025 | WJ Wealth Management LLC | 35,095 | $3.24M | 1.1% | -5.1% | 0.016% | |
| 4/25/2025 | Salus Financial Advisors LLC | 183,198 | $16.91M | 12.8% | +39.7% | 0.083% | |
| 4/25/2025 | Colonial River Investments LLC | 2,973 | $274K | 0.2% | +6.7% | 0.001% | |
| 4/25/2025 | Corepath Wealth Partners LLC | 89,798 | $7.74M | 7.4% | -0.7% | 0.041% | |
| 4/24/2025 | Sunbelt Securities Inc. | 55,277 | $5.10M | 0.5% | +6.6% | 0.025% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 159,784 | $14.75M | 1.5% | +0.9% | 0.073% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 515,849 | $47.61M | 0.1% | +0.0% | 0.234% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 5,843 | $539K | 0.1% | -24.1% | 0.003% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 68,360 | $5.89M | 1.5% | +2.8% | 0.031% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 8,203 | $757K | 0.1% | +26.5% | 0.004% | |
| 4/24/2025 | Boyd Wealth Management LLC | 10,935 | $1.01M | 0.5% | +2.3% | 0.005% | |
| 4/24/2025 | Nadler Financial Group Inc. | 407,727 | $37.63M | 4.2% | +0.4% | 0.185% | |
| 4/24/2025 | HighMark Wealth Management LLC | 77,200 | $7.13M | 4.2% | -1.3% | 0.035% | |
| 4/23/2025 | Western Wealth Management LLC | 22,733 | $2.10M | 0.1% | -1.5% | 0.010% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 213,903 | $19.74M | 1.6% | +6.7% | 0.097% | |
| 4/23/2025 | Pure Financial Advisors LLC | 8,702 | $803K | 0.0% | +1.8% | 0.004% | |
| 4/23/2025 | Perigon Wealth Management LLC | 49,312 | $4.55M | 0.1% | -1.1% | 0.022% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,556 | $236K | 0.0% | +138.9% | 0.001% | |
| 4/23/2025 | Spire Wealth Management | 56,120 | $5.18M | 0.2% | -6.5% | 0.025% | |
| 4/23/2025 | Golden State Equity Partners | 12,501 | $1.15M | 0.2% | +17.9% | 0.006% | |
| 4/23/2025 | Silver Lake Advisory LLC | 23,515 | $2.17M | 0.9% | +3.5% | 0.011% | |
| 4/23/2025 | International Assets Investment Management LLC | 3,062 | $283K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Berry Wealth Group LP | 3,582 | $331K | 0.3% | +42.1% | 0.002% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 5,835 | $539K | 0.0% | N/A | 0.003% | |
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| 4/23/2025 | Southern Capital Advisors LLC | 275,560 | $25.43M | 14.1% | +3.5% | 0.125% | |
| 4/23/2025 | Symphony Financial Ltd. Co. | 95,438 | $8.39M | 4.9% | -15.2% | 0.043% | |
| 4/23/2025 | Eagle Strategies LLC | 26,498 | $2.45M | 0.4% | +3.2% | 0.012% | |
| 4/23/2025 | Valmark Advisers Inc. | 59,117 | $5.46M | 0.1% | +13.2% | 0.027% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 32,270 | $2.98M | 0.0% | -2.8% | 0.015% | |
| 4/22/2025 | Tanglewood Legacy Advisors LLC | 609,152 | $56.22M | 24.6% | +5.7% | 0.276% | |
| 4/22/2025 | XML Financial LLC | 5,545 | $512K | 0.0% | +26.4% | 0.003% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 11,989 | $1.11M | 0.1% | +14.5% | 0.005% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 334,266 | $30.85M | 1.6% | +6.6% | 0.152% | |
| 4/22/2025 | Ridgecrest Wealth Partners LLC | 3,150 | $291K | 0.2% | -14.9% | 0.001% | |
