| 5/1/2025 | Realta Investment Advisors | 14,710 | $1.63M | 0.7% | -5.3% | 0.007% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 24,895 | $2.75M | 1.5% | N/A | 0.012% | |
| 5/1/2025 | Fonville Wealth Management LLC | 16,604 | $1.83M | 0.5% | +112.9% | 0.008% | |
| 4/30/2025 | Investment Management Associates Inc. ADV | 37,255 | $4.12M | 1.7% | +151.9% | 0.018% | |
| 4/30/2025 | Burford Brothers Inc. | 8,252 | $912K | 0.4% | N/A | 0.004% | |
| 4/30/2025 | Cerity Partners LLC | 534,087 | $59.00M | 0.1% | +11.1% | 0.253% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 23,800 | $2.63M | 2.0% | -59.5% | 0.011% | |
| 4/30/2025 | Astra Wealth Partners LLC | 13,981 | $1.54M | 1.4% | +7.1% | 0.007% | |
| 4/30/2025 | Allworth Financial LP | 25,392 | $2.80M | 0.0% | +2.6% | 0.012% | |
| 4/30/2025 | Leavell Investment Management Inc. | 6,841 | $756K | 0.0% | -10.2% | 0.003% | |
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| 4/30/2025 | Banque Pictet & Cie SA | 34,598 | $3.82M | 0.0% | +19.5% | 0.016% | |
| 4/30/2025 | Bull Oak Capital LLC | 184,683 | $20.40M | 11.1% | +41.3% | 0.088% | |
| 4/30/2025 | M&T Bank Corp | 3,150 | $348K | 0.0% | +37.0% | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 4,872 | $538K | 0.0% | -63.5% | 0.002% | |
| 4/30/2025 | 49 Wealth Management LLC | 11,850 | $1.31M | 0.2% | -19.5% | 0.006% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 16,562 | $1.83M | 0.1% | +4.4% | 0.008% | |
| 4/30/2025 | Values First Advisors Inc. | 802 | $89K | 0.1% | -46.2% | 0.000% | |
| 4/30/2025 | Black Diamond Financial LLC | 6,130 | $677K | 0.1% | +10.7% | 0.003% | |
| 4/30/2025 | Sierra Capital LLC | 103,156 | $11.40M | 1.4% | -5.3% | 0.049% | |
| 4/30/2025 | Brown Advisory Inc. | 16,313 | $1.80M | 0.0% | -20.3% | 0.008% | |
| 4/30/2025 | Jessup Wealth Management Inc | 4,546 | $502K | 0.2% | +37.4% | 0.002% | |
| 4/30/2025 | Client First Capital LLC | 356,518 | $39.38M | 20.2% | +17.5% | 0.169% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 6,999 | $773K | 0.2% | -18.6% | 0.003% | |
| 4/30/2025 | Fullcircle Wealth LLC | 37,325 | $4.12M | 1.7% | N/A | 0.018% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 54,494 | $6.02M | 0.2% | +11.1% | 0.026% | |
| 4/29/2025 | TD Private Client Wealth LLC | 62,832 | $6.94M | 0.2% | -23.0% | 0.030% | |
| 4/29/2025 | Apex Wealth Management LLC | 111,742 | $12.34M | 11.1% | +408.3% | 0.053% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 993,179 | $109.71M | 0.0% | -8.2% | 0.471% | |
| 4/29/2025 | Fund Evaluation Group LLC | 250,128 | $27.63M | 1.2% | -16.6% | 0.119% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 9,871 | $1.09M | 0.3% | +4.4% | 0.005% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 10,749 | $1.19M | 0.4% | +6.9% | 0.005% | |
| 4/29/2025 | One Day In July LLC | 114,325 | $12.63M | 1.3% | -1.0% | 0.054% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 10,162 | $1.12M | 0.0% | -7.4% | 0.005% | |
| 4/29/2025 | Marks Wealth LLC | 1,410,201 | $155.77M | 57.2% | N/A | 0.669% | |
| 4/29/2025 | World Investment Advisors | 4,910 | $542K | 0.0% | -55.7% | 0.002% | |
| 4/29/2025 | Wayfinding Financial LLC | 648 | $71K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Truist Financial Corp | 1,014,955 | $112.11M | 0.2% | +41.9% | 0.482% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 68,310 | $7.55M | 3.2% | +3.2% | 0.032% | |
| 4/29/2025 | New Capital Management LP | 1,815 | $200K | 0.1% | -93.8% | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 39,097 | $4.32M | 0.2% | +1,377.6% | 0.019% | |
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| 4/29/2025 | OneDigital Investment Advisors LLC | 22,400 | $2.47M | 0.0% | -15.1% | 0.011% | |
| 4/29/2025 | Hansen & Associates Financial Group Inc. | 978,200 | $107.89M | 57.9% | +48.9% | 0.464% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,573 | $836K | 0.1% | +7.8% | 0.004% | |
| 4/29/2025 | Calamos Wealth Management LLC | 53,640 | $5.93M | 0.3% | -17.0% | 0.025% | |
| 4/29/2025 | Courage Miller Partners LLC | 8,923 | $986K | 0.3% | +1.1% | 0.004% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 154,017 | $17.01M | 2.4% | +23.1% | 0.073% | |
| 4/28/2025 | North Capital Inc. | 3,891 | $430K | 0.4% | N/A | 0.002% | |
| 4/28/2025 | D.A. Davidson & CO. | 8,217 | $908K | 0.0% | -84.4% | 0.004% | |
| 4/28/2025 | Mutual Advisors LLC | 57,500 | $6.35M | 0.2% | +6.4% | 0.027% | |
| 4/28/2025 | Capstone Wealth Management Group LLC | 109,405 | $12.09M | 6.9% | -3.5% | 0.052% | |
| 4/28/2025 | Buffington Mohr McNeal | 2,323 | $257K | 0.1% | -34.1% | 0.001% | |
| 4/28/2025 | Able Wealth Management LLC | 205,206 | $22.67M | 12.2% | +0.9% | 0.097% | |
| 4/28/2025 | Silver Oak Wealth Advisors Services LLC | 2,336 | $258K | 0.2% | -46.9% | 0.001% | |
| 4/28/2025 | First Horizon Advisors Inc. | 23,351 | $2.58M | 0.1% | -12.6% | 0.011% | |
| 4/28/2025 | Latitude Advisors LLC | 1,849 | $204K | 0.1% | -89.1% | 0.001% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 4,239 | $468K | 0.2% | -30.6% | 0.002% | |
| 4/28/2025 | Acute Investment Advisory LLC | 7,831 | $865K | 4.4% | N/A | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 4,673 | $516K | 0.1% | +14.7% | 0.002% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 20,907 | $2.30M | 0.0% | -23.8% | 0.010% | |
| 4/28/2025 | Swmg LLC | 18,398 | $2.03M | 0.8% | N/A | 0.009% | |
| 4/28/2025 | Alterna Wealth Management Inc. | 124,147 | $13.71M | 10.4% | +29.9% | 0.059% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 22,442 | $2.48M | 1.7% | -30.5% | 0.011% | |
| 4/28/2025 | Keybank National Association OH | 34,029 | $3.76M | 0.0% | -9.2% | 0.016% | |
| 4/28/2025 | Rossby Financial LCC | 37,304 | $4.12M | 1.7% | N/A | 0.018% | |
| 4/28/2025 | DAVENPORT & Co LLC | 57,639 | $6.37M | 0.0% | +1.1% | 0.027% | |
| 4/28/2025 | Cidel Asset Management Inc. | 7,955 | $879K | 0.1% | -9.6% | 0.004% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 50,758 | $5.61M | 0.6% | +15.1% | 0.024% | |
| 4/28/2025 | Lincoln Capital Corp | 15,781 | $1.74M | 0.7% | -1.0% | 0.007% | |
| 4/28/2025 | Salomon & Ludwin LLC | 6,806 | $752K | 0.1% | -22.6% | 0.003% | |
| 4/25/2025 | Hixon Zuercher LLC | 42,975 | $4.75M | 1.7% | +7.1% | 0.021% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 3,359 | $371K | 0.0% | -5.3% | 0.002% | |
| 4/25/2025 | J.Safra Asset Management Corp | 2,103 | $232K | 0.0% | -10.0% | 0.001% | |
| 4/25/2025 | Townsend & Associates Inc | 582,608 | $64.29M | 6.7% | +13.4% | 0.279% | |
| 4/25/2025 | Argent Advisors Inc. | 20,481 | $2.26M | 0.8% | +7.4% | 0.010% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 21,018 | $2.32M | 0.1% | +29.5% | 0.010% | |
| 4/25/2025 | Mmbg Investment Advisors CO. | 17,725 | $1.96M | 0.2% | -5.6% | 0.008% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 2,787 | $308K | 0.2% | N/A | 0.001% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 2,347 | $259K | 0.1% | -3.7% | 0.001% | |
| 4/25/2025 | Root Financial Partners LLC | 8,738 | $965K | 0.1% | -10.8% | 0.004% | |
| 4/25/2025 | Sovran Advisors LLC | 12,626 | $1.39M | 0.2% | +151.8% | 0.006% | |
| 4/25/2025 | Westfuller Advisors LLC | 8,755 | $967K | 0.6% | N/A | 0.004% | |
| 4/25/2025 | WJ Wealth Management LLC | 10,038 | $1.11M | 0.4% | +25.3% | 0.005% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 250,177 | $27.64M | 2.9% | +204.6% | 0.120% | |
| 4/24/2025 | Surience Private Wealth LLC | 37,322 | $4.12M | 7.2% | N/A | 0.018% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 182,375 | $20.15M | 5.0% | +1.2% | 0.087% | |
| 4/24/2025 | Oakworth Capital Inc. | 817,751 | $90.33M | 6.3% | +1,523.5% | 0.392% | |
| 4/24/2025 | Paragon Capital Management Inc. | 105,057 | $11.61M | 9.4% | +7.9% | 0.050% | |
| 4/24/2025 | Trust Co. of Vermont | 1,456 | $161K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Diversified Trust Co | 3,893 | $430K | 0.0% | -2.5% | 0.002% | |
| 4/24/2025 | Avory & Company LLC | 4,142 | $458K | 0.3% | N/A | 0.002% | |
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| 4/24/2025 | Kraft Davis & Associates LLC | 86,152 | $9.51M | 3.0% | N/A | 0.041% | |
| 4/23/2025 | Balefire LLC | 7,757 | $857K | 0.3% | +65.3% | 0.004% | |
| 4/23/2025 | Western Financial Corp CA | 12,736 | $1.41M | 0.8% | -7.3% | 0.006% | |
| 4/23/2025 | Western Wealth Management LLC | 4,732 | $523K | 0.0% | +27.8% | 0.002% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 24,922 | $2.75M | 0.0% | -5.4% | 0.012% | |
| 4/23/2025 | SOL Capital Management CO | 17,670 | $1.95M | 0.2% | -65.9% | 0.008% | |
| 4/23/2025 | Perigon Wealth Management LLC | 12,646 | $1.40M | 0.0% | -23.7% | 0.006% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 74,013 | $8.18M | 1.8% | +6.7% | 0.035% | |
| 4/23/2025 | Spire Wealth Management | 40,276 | $4.45M | 0.1% | +12.3% | 0.019% | |
| 4/23/2025 | Mattern Capital Management LLC | 2,972 | $328K | 0.0% | N/A | 0.001% | |
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