| 4/30/2025 | Ramsay Stattman Vela & Price Inc. | 5,165 | $258K | 0.0% | +24.8% | 0.002% | |
| 4/30/2025 | FIDELIS iM LLC | 206,959 | $10.33M | 4.8% | +90.2% | 0.076% | |
| 4/30/2025 | Cerity Partners LLC | 561,808 | $28.03M | 0.1% | +1.5% | 0.205% | |
| 4/30/2025 | Phillips Financial Management LLC | 104,855 | $5.23M | 0.4% | -10.4% | 0.038% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 1,345 | $67K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Round Rock Advisors LLC | 22,170 | $1.11M | 0.2% | -18.2% | 0.008% | |
| 4/30/2025 | Allworth Financial LP | 204,407 | $10.19M | 0.1% | +10.3% | 0.075% | |
| 4/30/2025 | Poinciana Advisors Group LLC | 102,652 | $5.12M | 5.3% | +5.3% | 0.038% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 19,937 | $994K | 0.2% | -6.2% | 0.007% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 26,100 | $1.30M | 0.0% | -15.5% | 0.010% | |
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| 4/30/2025 | Moloney Securities Asset Management LLC | 27,891 | $1.39M | 0.2% | +10.3% | 0.010% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 46,185 | $2.31M | 0.1% | -74.5% | 0.017% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 205,748 | $10.27M | 2.8% | +7.3% | 0.075% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 109,743 | $5.48M | 0.3% | -4.5% | 0.040% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 54,672 | $2.73M | 1.6% | +6.2% | 0.020% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 29,465 | $1.47M | 0.0% | -2.9% | 0.011% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 314,049 | $15.67M | 0.9% | +641.8% | 0.115% | |
| 4/30/2025 | Stratos Investment Management LLC | 528,523 | $26.37M | 1.4% | +4.7% | 0.193% | |
| 4/30/2025 | Sharper & Granite LLC | 54,353 | $2.71M | 1.1% | +12.2% | 0.020% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 9,590 | $479K | 0.0% | N/A | 0.004% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 28,110 | $1.40M | 0.2% | -1.2% | 0.010% | |
| 4/30/2025 | Washington Trust Bank | 23,773 | $1.19M | 0.1% | -1.2% | 0.009% | |
| 4/29/2025 | Fairway Wealth LLC | 1,064,618 | $53.12M | 16.2% | -4.1% | 0.389% | |
| 4/29/2025 | Financial Counselors Inc. | 24,371 | $1.22M | 0.0% | +1.5% | 0.009% | |
| 4/29/2025 | TD Private Client Wealth LLC | 24,240 | $1.21M | 0.0% | -7.5% | 0.009% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,277,133 | $113.63M | 0.0% | +12.9% | 0.832% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 44,719 | $2.23M | 0.6% | +4.2% | 0.016% | |
| 4/29/2025 | Tradewinds LLC. | 68,621 | $3.42M | 1.0% | -17.2% | 0.025% | |
| 4/29/2025 | Cloud Capital Management LLC | 160,879 | $8.03M | 5.7% | N/A | 0.059% | |
| 4/29/2025 | Proffitt & Goodson Inc. | 7,104 | $354K | 0.1% | +20.3% | 0.003% | |
| 4/29/2025 | Whelan Financial | 407,527 | $20.34M | 7.9% | N/A | 0.149% | |
| 4/29/2025 | Macroview Investment Management LLC | 25,938 | $1.29M | 1.2% | +397.9% | 0.009% | |
| 4/29/2025 | Bank of New York Mellon Corp | 972,552 | $48.53M | 0.0% | +118.3% | 0.355% | |
| 4/29/2025 | Brickley Wealth Management | 384,857 | $19.20M | 4.0% | +1.3% | 0.141% | |
| 4/29/2025 | World Investment Advisors | 6,436 | $321K | 0.0% | +4.3% | 0.002% | |
| 4/29/2025 | Wayfinding Financial LLC | 523 | $26K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 270,485 | $13.49M | 1.8% | +4.2% | 0.099% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,539 | $276K | 0.0% | +15.4% | 0.002% | |
| 4/29/2025 | Tilson Financial Group Inc. | 116,846 | $5.83M | 2.3% | +2.0% | 0.043% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 105,791 | $5.28M | 1.4% | -14.3% | 0.039% | |
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| 4/29/2025 | OneDigital Investment Advisors LLC | 48,981 | $2.44M | 0.0% | -10.6% | 0.018% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 8,829 | $441K | 0.0% | -4.6% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 2,944 | $147K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 42,196 | $2.11M | 0.8% | +12.1% | 0.015% | |
| 4/28/2025 | D.A. Davidson & CO. | 45,912 | $2.29M | 0.0% | -1.4% | 0.017% | |
| 4/28/2025 | Mutual Advisors LLC | 23,418 | $1.17M | 0.0% | -16.2% | 0.009% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 49,970 | $2.49M | 1.3% | -1.1% | 0.018% | |
| 4/28/2025 | Silver Oak Wealth Advisors Services LLC | 320,889 | $16.01M | 14.3% | -9.4% | 0.117% | |
| 4/28/2025 | Clune & Associates LTD. | 23,180 | $1.16M | 0.4% | +5.3% | 0.008% | |
| 4/28/2025 | First Horizon Advisors Inc. | 9,049 | $452K | 0.0% | +4.2% | 0.003% | |
| 4/28/2025 | Private Trust Co. NA | 27,915 | $1.39M | 0.1% | +31.3% | 0.010% | |
| 4/28/2025 | Whitegate Investment Counselors Inc. | 168,999 | $8.43M | 3.0% | -2.3% | 0.062% | |
| 4/28/2025 | Rossby Financial LCC | 714 | $36K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Money Design Co. Ltd. | 375,169 | $18.72M | 0.9% | +25.1% | 0.137% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 40,487 | $1.94M | 0.8% | +3.9% | 0.015% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 28,069 | $1.40M | 0.1% | +141.5% | 0.010% | |
| 4/25/2025 | JNBA Financial Advisors | 4,271 | $213K | 0.0% | +8.3% | 0.002% | |
| 4/25/2025 | Fort Vancouver Investment Management LLC | 134,052 | $6.69M | 5.1% | +4.9% | 0.049% | |
| 4/25/2025 | Mather Group LLC. | 11,920 | $595K | 0.0% | -3.8% | 0.004% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 44,778 | $2.23M | 0.3% | +1.4% | 0.016% | |
| 4/25/2025 | Cypress Capital LLC | 35,465 | $1.77M | 0.5% | +0.9% | 0.013% | |
| 4/25/2025 | K2 Financial Inc. | 64,315 | $3.20M | 3.1% | +6.5% | 0.024% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 50,720 | $2.53M | 0.3% | +5.0% | 0.019% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 35,253 | $1.75M | 0.1% | +8.1% | 0.013% | |
| 4/25/2025 | Northwest Wealth Management LLC | 417,314 | $20.82M | 4.1% | +17.6% | 0.153% | |
| 4/25/2025 | Financial Consulate Inc. | 448,168 | $22.36M | 5.6% | +3.1% | 0.164% | |
| 4/25/2025 | Essex Financial Services Inc. | 16,310 | $814K | 0.1% | -6.3% | 0.006% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 497,537 | $24.83M | 4.9% | +538.6% | 0.182% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 16,986 | $848K | 0.2% | -1.6% | 0.006% | |
| 4/24/2025 | Jeppson Wealth Management LLC | 172,277 | $8.60M | 3.1% | +2.4% | 0.063% | |
| 4/24/2025 | Financial Life Advisors | 46,756 | $2.33M | 0.9% | N/A | 0.017% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 900 | $45K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | TPG Advisors LLC | 15,456 | $771K | 0.6% | N/A | 0.006% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 10,941 | $546K | 0.2% | -20.2% | 0.004% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 134,600 | $6.71M | 0.0% | -13.0% | 0.049% | |
| 4/24/2025 | Oakworth Capital Inc. | 1,969 | $98K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 63,201 | $3.15M | 0.0% | -1.4% | 0.023% | |
| 4/24/2025 | Trust Co. of Vermont | 316,059 | $15.77M | 0.8% | +14.8% | 0.116% | |
| 4/24/2025 | Stone Summit Wealth LLC | 20,286 | $1.01M | 0.3% | +93.1% | 0.007% | |
| 4/24/2025 | Family CFO Inc | 174,937 | $8.73M | 4.8% | +5.4% | 0.064% | |
| 4/23/2025 | Nova R Wealth Inc. | 155,080 | $7.74M | 3.8% | +6.3% | 0.053% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 194,388 | $9.70M | 0.1% | -23.7% | 0.066% | |
| 4/23/2025 | Perigon Wealth Management LLC | 235,753 | $11.76M | 0.3% | +51.2% | 0.080% | |
| 4/23/2025 | Inman Jager Wealth Management LLC | 12,740 | $636K | 0.5% | +29.3% | 0.004% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 4,374 | $218K | 0.1% | -35.4% | 0.001% | |
| 4/23/2025 | Golden State Wealth Management LLC | 769 | $38K | 0.0% | +220.4% | 0.000% | |
| 4/23/2025 | DORVAL Corp | 44,345 | $2.19M | 0.9% | -4.9% | 0.015% | |
| 4/23/2025 | Spire Wealth Management | 93,277 | $4.66M | 0.1% | +5.6% | 0.032% | |
| 4/23/2025 | RAM Investment Partners LLC | 71,678 | $3.58M | 0.9% | +3.2% | 0.024% | |
| 4/23/2025 | Strategic Investment Advisors MI | 11,234 | $561K | 0.1% | +14.1% | 0.004% | |
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| 4/23/2025 | Symmetry Partners LLC | 6,195 | $309K | 0.0% | -17.8% | 0.002% | |
| 4/23/2025 | Win Advisors Inc. | 17,984 | $897K | 0.5% | N/A | 0.006% | |
| 4/23/2025 | Ledyard National Bank | 20,503 | $1.02M | 0.1% | -1.9% | 0.007% | |
| 4/23/2025 | Embree Financial Group | 7,474 | $373K | 0.1% | -7.2% | 0.003% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 132,090 | $6.59M | 3.1% | -5.6% | 0.045% | |
| 4/23/2025 | Valmark Advisers Inc. | 5,999,869 | $299.39M | 4.5% | +3.4% | 2.041% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 27,511 | $1.37M | 0.0% | +3.8% | 0.009% | |
| 4/23/2025 | Continuum Advisory LLC | 24,341 | $1.22M | 0.2% | -5.5% | 0.008% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 14,503 | $724K | 0.4% | +33.0% | 0.005% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 3,737 | $186K | 0.0% | +23.5% | 0.001% | |
