| 5/1/2025 | Woodside Wealth Management LLC | 1,663 | $99K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | CWM LLC | 270,476 | $16.07M | 0.1% | +1,335.6% | 0.052% | |
| 5/1/2025 | United Wealth Management LLC | 350,070 | $20.79M | 6.5% | +0.7% | 0.067% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 901 | $54K | 0.0% | +28.5% | 0.000% | |
| 5/1/2025 | High Note Wealth LLC | 863 | $51K | 0.0% | -31.9% | 0.000% | |
| 5/1/2025 | 3EDGE Asset Management LP | 380,214 | $22.55M | 1.5% | +76.3% | 0.073% | |
| 5/1/2025 | Peirce Capital Management LLC | 238,529 | $14.17M | 7.0% | -6.9% | 0.045% | |
| 5/1/2025 | Walker Financial Services Inc. | 89,287 | $5.30M | 2.8% | +9.8% | 0.017% | |
| 5/1/2025 | Kathmere Capital Management LLC | 656,681 | $39.01M | 3.3% | -5.5% | 0.125% | |
| 5/1/2025 | Ballentine Partners LLC | 42,412 | $2.52M | 0.0% | -19.0% | 0.008% | |
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| 5/1/2025 | Auour Investments LLC | 74,578 | $4.47M | 1.6% | +1.6% | 0.014% | |
| 5/1/2025 | MilWealth Group LLC | 571,279 | $33.93M | 9.3% | +1.1% | 0.109% | |
| 5/1/2025 | SkyOak Wealth LLC | 16,192 | $962K | 0.2% | +2.8% | 0.003% | |
| 5/1/2025 | PYA Waltman Capital LLC | 67,633 | $4.02M | 1.3% | +3.5% | 0.013% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 8,355 | $496K | 0.5% | +5.2% | 0.002% | |
| 5/1/2025 | Diversify Wealth Management LLC | 56,914 | $3.41M | 0.3% | -19.4% | 0.011% | |
| 5/1/2025 | Croban | 15,845 | $941K | 0.9% | N/A | 0.003% | |
| 4/30/2025 | Cerity Partners LLC | 2,527,046 | $150.11M | 0.3% | +8.5% | 0.482% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 18,628 | $1.11M | 0.2% | +11.2% | 0.004% | |
| 4/30/2025 | Hara Capital LLC | 109,284 | $6.49M | 4.4% | -4.4% | 0.021% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 599 | $36K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 100,417 | $5.97M | 0.0% | -1.0% | 0.019% | |
| 4/30/2025 | Allworth Financial LP | 311,481 | $18.49M | 0.1% | +8.6% | 0.059% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 182,406 | $10.84M | 1.6% | -4.4% | 0.035% | |
| 4/30/2025 | Rogco LP | 134,854 | $8.01M | 3.2% | +4.1% | 0.026% | |
| 4/30/2025 | Poinciana Advisors Group LLC | 131,244 | $7.80M | 8.1% | +7.8% | 0.025% | |
| 4/30/2025 | Leavell Investment Management Inc. | 49,440 | $2.94M | 0.1% | +11.7% | 0.009% | |
| 4/30/2025 | First Interstate Bank | 1,629,263 | $96.78M | 5.8% | +25.2% | 0.311% | |
| 4/30/2025 | Ramiah Investment Group | 16,201 | $962K | 1.0% | N/A | 0.003% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 104,519 | $6.21M | 3.6% | +9.2% | 0.020% | |
| 4/30/2025 | Opus Capital Group LLC | 766,107 | $45.51M | 5.9% | +1.4% | 0.146% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 1,487,258 | $88.34M | 2.1% | +6.0% | 0.284% | |
| 4/30/2025 | M&T Bank Corp | 130,836 | $7.77M | 0.0% | -15.7% | 0.025% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 249,410 | $14.82M | 0.8% | -0.2% | 0.048% | |
| 4/30/2025 | Brown Advisory Inc. | 91,096 | $5.41M | 0.0% | +18.0% | 0.017% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 10,581 | $629K | 0.1% | N/A | 0.002% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 183,807 | $10.92M | 2.2% | +29.8% | 0.035% | |
| 4/29/2025 | Jordan Park Group LLC | 1,026,369 | $60.97M | 4.4% | -19.7% | 0.196% | |
| 4/29/2025 | Financial Counselors Inc. | 12,467 | $741K | 0.0% | +33.8% | 0.002% | |
| 4/29/2025 | Cooksen Wealth LLC | 3,107 | $182K | 0.2% | N/A | 0.001% | |
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| 4/29/2025 | TD Private Client Wealth LLC | 46,064 | $2.74M | 0.1% | +3.6% | 0.009% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,523,859 | $209.32M | 0.1% | +33.9% | 0.672% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 75,414 | $4.48M | 0.8% | +86.0% | 0.014% | |
| 4/29/2025 | Schulz Wealth LTD. | 12,887 | $765K | 0.6% | +110.7% | 0.002% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 953,471 | $56.64M | 9.3% | +43.5% | 0.182% | |
| 4/29/2025 | REDW Wealth LLC | 58,322 | $3.46M | 1.3% | -2.6% | 0.011% | |
| 4/29/2025 | Sharp Financial Services LLC | 152,578 | $9.06M | 6.9% | -2.0% | 0.029% | |
| 4/29/2025 | Quattro Financial Advisors LLC | 32,877 | $1.95M | 0.7% | N/A | 0.006% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 10,483 | $623K | 0.0% | +2.5% | 0.002% | |
| 4/29/2025 | HM Payson & Co. | 1,838 | $109K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,668,645 | $99.12M | 0.0% | -16.0% | 0.318% | |
| 4/29/2025 | Brickley Wealth Management | 137,959 | $8.20M | 1.7% | +2.5% | 0.026% | |
| 4/29/2025 | World Investment Advisors | 33,530 | $1.99M | 0.1% | +2.0% | 0.006% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 559,865 | $33.19M | 4.4% | +1.3% | 0.107% | |
| 4/29/2025 | Olde Wealth Management LLC | 11,536 | $685K | 0.2% | -2.3% | 0.002% | |
| 4/29/2025 | Truist Financial Corp | 1,001,054 | $59.46M | 0.1% | +36.9% | 0.191% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 4,259 | $253K | 0.0% | +53.4% | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 34,492 | $2.05M | 0.0% | +14.4% | 0.007% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 90,930 | $5.40M | 1.1% | -4.1% | 0.017% | |
| 4/29/2025 | SMART Wealth LLC | 69,133 | $4.11M | 1.5% | -12.9% | 0.013% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 57,761 | $3.43M | 0.0% | +10.5% | 0.011% | |
| 4/29/2025 | Baker Boyer National Bank | 84,650 | $5.03M | 1.9% | -16.8% | 0.016% | |
| 4/29/2025 | Calamos Wealth Management LLC | 7,003 | $416K | 0.0% | +40.5% | 0.001% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 89,747 | $5.33M | 0.3% | +7.0% | 0.017% | |
| 4/28/2025 | D.A. Davidson & CO. | 14,916 | $886K | 0.0% | +5.0% | 0.003% | |
| 4/28/2025 | Mutual Advisors LLC | 12,761 | $759K | 0.0% | -61.9% | 0.002% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 91,625 | $5.44M | 0.4% | +1.3% | 0.017% | |
| 4/28/2025 | Silver Oak Wealth Advisors Services LLC | 76,339 | $4.54M | 4.0% | +4.4% | 0.015% | |
| 4/28/2025 | Axis Wealth Partners LLC | 9,193 | $546K | 0.4% | +3.0% | 0.002% | |
| 4/28/2025 | Latitude Advisors LLC | 4,764 | $283K | 0.2% | +23.4% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 4,544 | $270K | 0.0% | +129.6% | 0.001% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 113,168 | $6.58M | 0.1% | +58.3% | 0.022% | |
| 4/28/2025 | Swmg LLC | 7,288 | $434K | 0.2% | +85.9% | 0.001% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 67,219 | $3.99M | 2.7% | +3.3% | 0.013% | |
| 4/28/2025 | Rossby Financial LCC | 660 | $39K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 5,610 | $333K | 0.0% | +20.4% | 0.001% | |
| 4/28/2025 | Summit Trail Advisors LLC | 1,859,326 | $110.44M | 3.6% | -51.0% | 0.355% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 5,320 | $316K | 0.0% | -66.1% | 0.001% | |
| 4/28/2025 | RoundAngle Advisors LLC | 71,246 | $4.23M | 3.9% | -1.8% | 0.014% | |
| 4/28/2025 | Impact Investors Inc | 76,609 | $4.55M | 3.5% | N/A | 0.015% | |
| 4/28/2025 | RKL Wealth Management LLC | 370,882 | $22.03M | 2.1% | +16.5% | 0.071% | |
| 4/28/2025 | Salomon & Ludwin LLC | 196,637 | $11.69M | 1.2% | +10.1% | 0.037% | |
| 4/25/2025 | Mather Group LLC. | 515,700 | $30.63M | 0.4% | -42.1% | 0.098% | |
| 4/25/2025 | Libra Wealth LLC | 883,344 | $52.47M | 19.7% | +6.2% | 0.168% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 16,960 | $1.01M | 0.1% | +1.7% | 0.003% | |
| 4/25/2025 | LifePlan Financial LLC | 70,888 | $4.21M | 3.7% | +3.1% | 0.014% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 94,592 | $5.62M | 0.2% | -42.3% | 0.018% | |
| 4/25/2025 | Northwest Wealth Management LLC | 741,353 | $44.04M | 8.8% | +19.7% | 0.141% | |
| 4/25/2025 | IRON Financial LLC | 52,710 | $3.13M | 1.8% | -9.7% | 0.010% | |
| 4/25/2025 | Albion Financial Group UT | 554,166 | $32.92M | 2.3% | +4.9% | 0.106% | |
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| 4/24/2025 | Golden State Wealth Management LLC | 2,771 | $165K | 0.0% | -12.3% | 0.001% | |
| 4/24/2025 | CWC Advisors LLC. | 115,456 | $6.86M | 3.9% | +105.8% | 0.022% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 3,275 | $195K | 0.1% | +61.2% | 0.001% | |
| 4/24/2025 | BSW Wealth Partners | 463,861 | $27.55M | 4.2% | +8.2% | 0.088% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 119,401 | $7.09M | 5.2% | +0.6% | 0.023% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 384,697 | $22.81M | 0.1% | +11.6% | 0.073% | |
| 4/24/2025 | Oakworth Capital Inc. | 602,739 | $35.80M | 2.5% | +1.5% | 0.115% | |
| 4/24/2025 | Bull Street Advisors LLC | 51,730 | $3.07M | 1.5% | -1.6% | 0.010% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 18,698 | $1.11M | 0.0% | +17.7% | 0.004% | |
| 4/23/2025 | GenTrust LLC | 120,923 | $7.18M | 0.3% | -89.9% | 0.023% | |
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