| 5/16/2025 | McIlrath & Eck LLC | 122,904 | $9.52M | 1.2% | +8.1% | 0.380% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 18,350 | $1.42M | 0.1% | N/A | 0.057% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,102 | $2.18M | 0.0% | +12.7% | 0.087% | |
| 5/16/2025 | AQR Capital Management LLC | 3,300 | $256K | 0.0% | -7.1% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,054 | $236K | 0.0% | -17.8% | 0.009% | |
| 5/15/2025 | Royal Bank of Canada | 12,966 | $1.00M | 0.0% | +116.9% | 0.040% | |
| 5/15/2025 | TD Capital Management LLC | 2,553 | $198K | 0.0% | +30.2% | 0.008% | |
| 5/14/2025 | CreativeOne Wealth LLC | 59,848 | $4.63M | 0.1% | N/A | 0.185% | |
| 5/14/2025 | Flow Traders U.S. LLC | 9,650 | $747K | 0.0% | +187.5% | 0.030% | |
| 5/13/2025 | Ethos Financial Group LLC | 21,242 | $1.65M | 0.2% | N/A | 0.066% | |
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| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 484,846 | $37.54M | 0.9% | +175.8% | 1.498% | |
| 5/13/2025 | Boston Family Office LLC | 30,143 | $2.33M | 0.2% | +36.0% | 0.093% | |
| 5/13/2025 | HighTower Advisors LLC | 169,781 | $13.15M | 0.0% | +59.5% | 0.525% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 79,103 | $6.11M | 2.8% | +151.8% | 0.244% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 797,155 | $61.72M | 0.1% | +4.8% | 2.463% | |
| 5/12/2025 | SouthState Corp | 136,869 | $10.60M | 0.5% | N/A | 0.423% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 10,044 | $771K | 0.0% | +17.7% | 0.031% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 37,263 | $2.89M | 0.1% | -13.6% | 0.115% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 11,890 | $921K | 0.0% | N/A | 0.037% | |
| 5/9/2025 | BCR Wealth Strategies LLC | 154,792 | $11.99M | 5.3% | N/A | 0.478% | |
| 5/9/2025 | Tandem Investment Partners LLC | 72,363 | $5.60M | 5.5% | +2.2% | 0.224% | |
| 5/9/2025 | Quantum Financial Planning Services Inc. | 73,882 | $5.72M | 3.1% | +6.7% | 0.228% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 4,552 | $352K | 0.0% | N/A | 0.014% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 57,468 | $4.45M | 1.4% | +48.9% | 0.178% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 301,858 | $23.37M | 16.5% | +21.9% | 0.933% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 5,288 | $409K | 0.1% | +23.0% | 0.016% | |
| 5/8/2025 | Marshall Investment Management LLC | 3,983 | $308K | 0.2% | +253.7% | 0.012% | |
| 5/7/2025 | Magnolia Wealth Management LLC | 581,996 | $45.06M | 32.3% | -3.0% | 1.798% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 174,754 | $13.53M | 0.3% | +2.1% | 0.540% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 18,120 | $1.40M | 0.1% | +42.8% | 0.056% | |
| 5/7/2025 | LPL Financial LLC | 304,817 | $23.60M | 0.0% | +1,465.6% | 0.942% | |
| 5/7/2025 | Cornerstone Advisory LLC | 5,560 | $426K | 0.0% | +3.8% | 0.017% | |
| 5/7/2025 | Keystone Financial Group Inc. | 1,418 | $109K | 0.1% | +20.4% | 0.004% | |
| 5/6/2025 | Assetmark Inc. | 132,299 | $10.24M | 0.0% | N/A | 0.409% | |
| 5/6/2025 | Grand Wealth Management LLC | 54,005 | $4.18M | 2.3% | +26.6% | 0.167% | |
| 5/6/2025 | AJ Advisors LLC | 117,243 | $9.08M | 4.6% | N/A | 0.362% | |
| 5/6/2025 | AE Wealth Management LLC | 2,077 | $161K | 0.0% | N/A | 0.006% | |
| 5/6/2025 | Goepper Burkhardt LLC | 3,602 | $279K | 0.1% | N/A | 0.011% | |
| 5/5/2025 | IFP Advisors Inc | 341 | $26K | 0.0% | N/A | 0.001% | |
| 5/5/2025 | Morningstar Investment Services LLC | 297,313 | $23.02M | 4.2% | N/A | 0.918% | |
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| 5/5/2025 | Private Advisor Group LLC | 110,874 | $8.59M | 0.1% | +3.8% | 0.343% | |
| 5/2/2025 | Bogart Wealth LLC | 41,049 | $3.18M | 0.1% | N/A | 0.127% | |
| 5/2/2025 | Signaturefd LLC | 3,525,105 | $272.95M | 5.2% | N/A | 10.890% | |
| 5/1/2025 | LRI Investments LLC | 2,677 | $207K | 0.0% | +14.4% | 0.008% | |
| 5/1/2025 | Barry Investment Advisors LLC | 53,155 | $4.12M | 1.1% | +16.1% | 0.164% | |
| 4/30/2025 | CFO4Life Group LLC | 143,598 | $11.12M | 1.9% | N/A | 0.444% | |
| 4/30/2025 | Topsail Wealth Management LLC | 2,959 | $229K | 0.0% | N/A | 0.009% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 35,578 | $2.76M | 0.1% | N/A | 0.110% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 61,445 | $4.76M | 2.8% | +41.1% | 0.190% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 34,575 | $2.68M | 0.0% | N/A | 0.107% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 467,850 | $36.23M | 0.0% | +1,071.9% | 1.445% | |
| 4/29/2025 | Olistico Wealth LLC | 1,694 | $131K | 0.1% | +33.3% | 0.005% | |
| 4/29/2025 | Compton Wealth Advisory Group LLC | 75,610 | $5.85M | 1.6% | +235.9% | 0.234% | |
| 4/29/2025 | Bank of New York Mellon Corp | 26,667 | $2.07M | 0.0% | N/A | 0.082% | |
| 4/29/2025 | Olde Wealth Management LLC | 70,424 | $5.45M | 1.9% | N/A | 0.218% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 316,407 | $24.50M | 13.0% | +9.0% | 0.977% | |
| 4/29/2025 | Tilson Financial Group Inc. | 433,429 | $33.56M | 13.3% | +9.8% | 1.339% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 28,077 | $2.17M | 0.0% | N/A | 0.087% | |
| 4/28/2025 | Gutierrez Wealth Advisory LLC | 112,458 | $8.71M | 7.1% | +5.1% | 0.347% | |
| 4/28/2025 | Private Trust Co. NA | 1,948 | $151K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 2,483 | $192K | 0.0% | +8.4% | 0.008% | |
| 4/28/2025 | Swmg LLC | 12,205 | $941K | 0.4% | N/A | 0.038% | |
| 4/28/2025 | Lansing Street Advisors | 82,274 | $6.37M | 2.1% | +15.8% | 0.254% | |
| 4/25/2025 | L.K. Benson & Company P.C. | 5,568 | $431K | 0.3% | +36.7% | 0.017% | |
| 4/24/2025 | Elite Life Management LLC | 44,630 | $3.46M | 10.8% | +12.6% | 0.138% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 7,958,037 | $616.19M | 18.1% | +10.7% | 24.585% | |
| 4/23/2025 | Spire Wealth Management | 396 | $31K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 277,268 | $21.47M | 1.8% | N/A | 0.857% | |
| 4/23/2025 | Continuum Advisory LLC | 952 | $74K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Diversified Portfolios Inc. | 773,429 | $59.89M | 6.3% | +38.1% | 2.389% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 59,734 | $4.63M | 0.0% | +642.4% | 0.185% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 54,287 | $4.20M | 0.0% | N/A | 0.168% | |
| 4/21/2025 | NorthLanding Financial Partners LLC | 93,121 | $7.21M | 7.1% | +11.4% | 0.288% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 434,881 | $33.67M | 7.2% | -16.2% | 1.343% | |
| 4/17/2025 | Breakwater Investment Management | 14,412 | $1.12M | 0.5% | +136.0% | 0.045% | |
| 4/17/2025 | Mission Wealth Management LP | 40,396 | $3.13M | 0.1% | N/A | 0.125% | |
| 4/17/2025 | Keystone Wealth Services LLC | 3,551 | $275K | 0.1% | N/A | 0.011% | |
| 4/17/2025 | Pinion Investment Advisors LLC | 178,106 | $13.79M | 3.0% | +81.6% | 0.550% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 8,150 | $631K | 0.0% | N/A | 0.025% | |
| 4/16/2025 | ShankerValleau Wealth Advisors Inc. | 151,232 | $11.71M | 3.8% | +1.9% | 0.467% | |
| 4/16/2025 | Martel Wealth Advisors Inc | 1,352,689 | $104.74M | 20.9% | +23.3% | 4.179% | |
| 4/16/2025 | Schoolcraft Capital LLC | 403,597 | $31.25M | 6.1% | N/A | 1.247% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 27,523 | $2.13M | 0.2% | +5.5% | 0.085% | |
| 4/15/2025 | Zhang Financial LLC | 2,771 | $215K | 0.0% | N/A | 0.009% | |
| 4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 77,259 | $5.89M | 1.3% | +744.1% | 0.239% | |
| 4/15/2025 | SJS Investment Consulting Inc. | 164,620 | $12.75M | 2.2% | +13.1% | 0.509% | |
| 4/11/2025 | Verum Partners LLC | 255,579 | $19.79M | 5.3% | +37.5% | 0.790% | |
| 4/11/2025 | Enclave Advisors LLC | 30,952 | $2.40M | 0.4% | -11.7% | 0.096% | |
| 4/10/2025 | Retirement Planning Group LLC | 38,813 | $3.01M | 0.1% | N/A | 0.120% | |
| 4/10/2025 | CGN Advisors LLC | 213,922 | $16.56M | 1.6% | +14.7% | 0.661% | |
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| 4/9/2025 | Harbor Investment Advisory LLC | 10,788 | $835K | 0.1% | +55.5% | 0.033% | |
| 4/9/2025 | Kaizen Financial Strategies | 119,448 | $9.25M | 5.3% | +20.5% | 0.369% | |
| 4/7/2025 | AdvisorNet Financial Inc | 443 | $34K | 0.0% | N/A | 0.002% | |
| 4/4/2025 | Kings Path Partners LLC | 27,384 | $2.12M | 1.0% | N/A | 0.102% | |
| 2/22/2025 | American Trust | 390,716 | $29.62M | 2.3% | N/A | 2.031% | |
| 2/18/2025 | Cornerstone Advisory LLC | 5,357 | $410K | 0.0% | +78.6% | 0.028% | |
| 2/18/2025 | McIlrath & Eck LLC | 113,648 | $8.62M | 1.1% | +11.0% | 0.591% | |
| 2/17/2025 | LRI Investments LLC | 2,341 | $177K | 0.0% | +79.1% | 0.012% | |
| 2/17/2025 | Kaizen Financial Strategies | 99,095 | $7.51M | 4.3% | -6.2% | 0.515% | |
| 2/17/2025 | EP Wealth Advisors LLC | 3,715 | $282K | 0.0% | N/A | 0.019% | |
