| 4/30/2025 | Axxcess Wealth Management LLC | 2,970 | $276K | 0.0% | +34.8% | 0.001% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 9,688 | $899K | 0.1% | +6.7% | 0.004% | |
| 4/30/2025 | Principal Securities Inc. | 3,343 | $310K | 0.0% | +5.3% | 0.001% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 8,736 | $811K | 0.1% | +38.6% | 0.003% | |
| 4/30/2025 | M&T Bank Corp | 153,153 | $14.21M | 0.1% | -7.0% | 0.058% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,266 | $1.79M | 0.0% | -5.7% | 0.007% | |
| 4/30/2025 | Aurelius Family Office LLC | 38,116 | $3.54M | 1.8% | N/A | 0.015% | |
| 4/30/2025 | Brown Advisory Inc. | 7,156 | $664K | 0.0% | +3.2% | 0.003% | |
| 4/29/2025 | Fairway Wealth LLC | 3,321 | $308K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Financial Counselors Inc. | 3,375 | $313K | 0.0% | +47.1% | 0.001% | |
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| 4/29/2025 | TD Private Client Wealth LLC | 178,755 | $16.59M | 0.5% | +22.3% | 0.068% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,624,540 | $336.32M | 0.1% | -3.0% | 1.381% | |
| 4/29/2025 | Roffman Miller Associates Inc. PA | 35,794 | $3.32M | 0.2% | -1.4% | 0.014% | |
| 4/29/2025 | Fund Evaluation Group LLC | 14,570 | $1.35M | 0.1% | N/A | 0.006% | |
| 4/29/2025 | Capital Planning LLC | 4,481 | $416K | 0.1% | -16.4% | 0.002% | |
| 4/29/2025 | One Day In July LLC | 30,940 | $2.87M | 0.3% | -2.3% | 0.012% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,984 | $462K | 0.0% | -4.2% | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 404,107 | $37.50M | 0.0% | -1.5% | 0.154% | |
| 4/29/2025 | Elite Financial Inc. | 197,970 | $18.37M | 9.7% | +9.4% | 0.075% | |
| 4/29/2025 | Truist Financial Corp | 1,997,544 | $185.35M | 0.3% | +5.0% | 0.761% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 2,984 | $277K | 0.0% | +7.8% | 0.001% | |
| 4/29/2025 | Pacific Life Fund Advisors LLC | 492,747 | $45.72M | 5.1% | +27.6% | 0.188% | |
| 4/29/2025 | Strategic Blueprint LLC | 3,794 | $352K | 0.0% | -56.7% | 0.001% | |
| 4/29/2025 | Brookstone Capital Management | 14,942 | $1.39M | 0.0% | -40.7% | 0.006% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 214,170 | $19.87M | 1.2% | -4.7% | 0.082% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 7,418 | $688K | 0.0% | +14.0% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 26,312 | $2.44M | 0.2% | -54.4% | 0.010% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 10,135 | $940K | 0.1% | +8.9% | 0.004% | |
| 4/28/2025 | D.A. Davidson & CO. | 211,826 | $19.66M | 0.2% | -0.7% | 0.081% | |
| 4/28/2025 | Principal Financial Group Inc. | 49,966 | $4.64M | 0.0% | +0.4% | 0.019% | |
| 4/28/2025 | Mutual Advisors LLC | 107,682 | $10.11M | 0.3% | +13.4% | 0.041% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 677,155 | $62.83M | 7.3% | +10.8% | 0.258% | |
| 4/28/2025 | Axis Wealth Partners LLC | 8,611 | $799K | 0.6% | +13.0% | 0.003% | |
| 4/28/2025 | First Horizon Advisors Inc. | 70,841 | $6.57M | 0.2% | +24.3% | 0.027% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 73,216 | $6.79M | 0.1% | +5.6% | 0.028% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 584,668 | $54.25M | 6.2% | -3.9% | 0.223% | |
| 4/28/2025 | NovaPoint Capital LLC | 2,893 | $268K | 0.1% | N/A | 0.001% | |
| 4/28/2025 | Keybank National Association OH | 178,645 | $16.58M | 0.1% | +3.2% | 0.068% | |
| 4/28/2025 | DAVENPORT & Co LLC | 27,570 | $2.56M | 0.0% | +1.5% | 0.011% | |
| 4/28/2025 | Summit Trail Advisors LLC | 16,220 | $1.51M | 0.0% | N/A | 0.006% | |
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| 4/28/2025 | Hapanowicz & Associates Financial Services Inc | 515,438 | $47.83M | 26.6% | +2.2% | 0.196% | |
| 4/25/2025 | JNBA Financial Advisors | 635 | $59K | 0.0% | -23.8% | 0.000% | |
| 4/25/2025 | Mather Group LLC. | 404 | $37K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | New Millennium Group LLC | 42,563 | $3.95M | 2.6% | +4.0% | 0.016% | |
| 4/25/2025 | Nicholson Meyer Capital Management Inc. | 57,915 | $5.37M | 4.9% | N/A | 0.022% | |
| 4/25/2025 | Valley National Advisers Inc. | 20,580 | $1.91M | 0.3% | +1,017.9% | 0.008% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 9,970 | $1.01M | 0.0% | -52.7% | 0.004% | |
| 4/25/2025 | Guerra Advisors Inc | 42,385 | $3.93M | 2.2% | -0.7% | 0.016% | |
| 4/25/2025 | Sovran Advisors LLC | 6,239 | $548K | 0.1% | +28.6% | 0.002% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 127,581 | $11.84M | 0.5% | +9.5% | 0.049% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 5,722 | $531K | 0.1% | N/A | 0.002% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 14,133 | $1.32M | 0.0% | -54.9% | 0.005% | |
| 4/24/2025 | Money Concepts Capital Corp | 17,001 | $1.58M | 0.1% | +54.2% | 0.006% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 62,358 | $5.79M | 0.7% | -0.5% | 0.024% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 2,270 | $211K | 0.0% | +26.0% | 0.001% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 9,900 | $919K | 0.1% | N/A | 0.004% | |
| 4/24/2025 | Santori & Peters Inc. | 7,610 | $706K | 0.3% | -10.2% | 0.003% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,292 | $206K | 0.0% | -19.0% | 0.001% | |
| 4/24/2025 | Elite Life Management LLC | 4,114 | $382K | 1.2% | -10.8% | 0.002% | |
| 4/24/2025 | Nadler Financial Group Inc. | 565,808 | $52.50M | 5.8% | -5.0% | 0.216% | |
| 4/23/2025 | Western Wealth Management LLC | 24,958 | $2.32M | 0.2% | +68.3% | 0.010% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 393,815 | $36.54M | 2.9% | +4.4% | 0.150% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 3,247,550 | $301.34M | 2.3% | -0.7% | 1.238% | |
| 4/23/2025 | Inman Jager Wealth Management LLC | 3,644 | $338K | 0.3% | -15.5% | 0.001% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 191,959 | $17.81M | 0.5% | -8.8% | 0.073% | |
| 4/23/2025 | Bessemer Group Inc. | 12,368 | $1.15M | 0.0% | +39.5% | 0.005% | |
| 4/23/2025 | Spire Wealth Management | 2,080 | $193K | 0.0% | +337.9% | 0.001% | |
| 4/23/2025 | PBMares Wealth Management LLC | 5,974 | $554K | 0.1% | +15.3% | 0.002% | |
| 4/23/2025 | Embree Financial Group | 18,453 | $1.71M | 0.3% | -1.0% | 0.007% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 14,704 | $1.36M | 0.2% | +2.6% | 0.006% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 6,906 | $641K | 0.0% | +73.5% | 0.003% | |
| 4/23/2025 | Continuum Advisory LLC | 40,881 | $3.79M | 0.5% | +5.5% | 0.016% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 917 | $85K | 0.0% | +55.4% | 0.000% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 28,988 | $2.69M | 0.1% | +35.1% | 0.011% | |
| 4/22/2025 | Rodgers & Associates LTD | 54,429 | $5.05M | 0.6% | +8.3% | 0.021% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 158,920 | $14.75M | 0.0% | -19.9% | 0.061% | |
| 4/22/2025 | Crumly & Associates Inc. | 61,170 | $5.68M | 1.6% | -59.9% | 0.023% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 197,785 | $18.35M | 4.4% | +3.1% | 0.075% | |
| 4/22/2025 | World Equity Group Inc. | 5,787 | $537K | 0.2% | -59.4% | 0.002% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 6,200 | $575K | 0.5% | +5.6% | 0.002% | |
| 4/22/2025 | Compass Ion Advisors LLC | 9,943 | $923K | 0.1% | +22.1% | 0.004% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 380 | $35K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | ORG Partners LLC | 1,199 | $113K | 0.0% | -97.6% | 0.000% | |
| 4/21/2025 | Advisory Resource Group | 45,031 | $4.18M | 0.9% | N/A | 0.017% | |
| 4/21/2025 | ERn Financial LLC | 63,221 | $5.87M | 0.9% | +0.4% | 0.024% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 56,020 | $5.20M | 0.0% | -35.8% | 0.021% | |
| 4/21/2025 | WestHill Financial Advisors Inc. | 644,601 | $59.81M | 13.7% | -4.5% | 0.246% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 14,489 | $1.34M | 0.2% | N/A | 0.006% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 33,857 | $3.14M | 0.0% | -2.5% | 0.013% | |
| 4/21/2025 | CWA Asset Management Group LLC | 5,742 | $533K | 0.0% | N/A | 0.002% | |
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| 4/21/2025 | Kingswood Wealth Advisors LLC | 8,675 | $805K | 0.0% | -19.6% | 0.003% | |
| 4/18/2025 | Wolf Group Capital Advisors | 25,362 | $2.35M | 0.8% | +387.1% | 0.010% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 5,508 | $511K | 0.0% | +17.2% | 0.002% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 35,025 | $3.25M | 1.5% | +14.5% | 0.013% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 31,696 | $2.94M | 0.5% | +5.4% | 0.012% | |
| 4/18/2025 | Global Trust Asset Management LLC | 3,000 | $278K | 0.2% | -28.6% | 0.001% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 3,427 | $318K | 0.0% | N/A | 0.001% | |
| 4/18/2025 | Pacific Capital Wealth Advisors Inc. | 13,610 | $1.26M | 0.2% | N/A | 0.005% | |
| 4/18/2025 | Edge Financial Advisors LLC | 2,284 | $212K | 0.1% | N/A | 0.001% | |
| 4/17/2025 | Vicus Capital | 6,886 | $639K | 0.1% | +43.2% | 0.003% | |
