| 5/1/2025 | Key Financial Inc | 634 | $51K | 0.0% | +55.8% | 0.000% | |
| 5/1/2025 | Prudent Man Advisors LLC | 10,299 | $831K | 0.3% | +257.7% | 0.008% | |
| 5/1/2025 | A&I Financial Services LLC | 2,676 | $216K | 0.1% | N/A | 0.002% | |
| 5/1/2025 | CWM LLC | 10,422 | $840K | 0.0% | -1.5% | 0.008% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 6,816 | $550K | 0.0% | -18.4% | 0.005% | |
| 5/1/2025 | BankPlus Trust Department | 483 | $39K | 0.0% | +323.7% | 0.000% | |
| 5/1/2025 | Curtis Advisory Group LLC | 28,520 | $2.30M | 0.7% | -8.4% | 0.021% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 4,613 | $372K | 0.1% | -9.8% | 0.003% | |
| 5/1/2025 | Fifth Third Securities Inc. | 24,463 | $1.97M | 0.2% | +40.5% | 0.018% | |
| 5/1/2025 | Country Club Bank | 26,737 | $2.17M | 0.1% | -14.5% | 0.020% | |
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| 4/30/2025 | Cerity Partners LLC | 127,024 | $10.25M | 0.0% | -20.0% | 0.094% | |
| 4/30/2025 | Allworth Financial LP | 1,351 | $106K | 0.0% | +36.3% | 0.001% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 99,677 | $8.04M | 0.4% | -9.5% | 0.074% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,929 | $236K | 0.0% | +8.6% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 501,299 | $40.43M | 0.0% | -2.9% | 0.372% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 9,036 | $729K | 0.1% | +4.7% | 0.007% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 6,528 | $526K | 0.2% | N/A | 0.005% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 2,663 | $215K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 51,536 | $4.16M | 0.0% | +4.7% | 0.038% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 561 | $45K | 0.0% | +46.1% | 0.000% | |
| 4/29/2025 | Brookstone Capital Management | 37,043 | $2.99M | 0.0% | -2.0% | 0.028% | |
| 4/29/2025 | Global Wealth Management Investment Advisory Inc. | 4,221 | $340K | 0.1% | -8.9% | 0.003% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 12,081 | $974K | 0.1% | -1.5% | 0.009% | |
| 4/29/2025 | Baker Boyer National Bank | 5,249 | $423K | 0.2% | +78.6% | 0.004% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 13,981 | $1.13M | 0.1% | +13.1% | 0.010% | |
| 4/28/2025 | D.A. Davidson & CO. | 64,873 | $5.23M | 0.0% | +10.9% | 0.048% | |
| 4/28/2025 | Principal Financial Group Inc. | 23,682 | $1.91M | 0.0% | -2.8% | 0.018% | |
| 4/28/2025 | Mutual Advisors LLC | 16,176 | $1.27M | 0.0% | +30.8% | 0.012% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 33,902 | $2.73M | 0.3% | -43.6% | 0.025% | |
| 4/28/2025 | First Horizon Advisors Inc. | 990 | $80K | 0.0% | -12.5% | 0.001% | |
| 4/28/2025 | Novem Group | 56,422 | $4.55M | 0.6% | +1.5% | 0.042% | |
| 4/28/2025 | Private Trust Co. NA | 5,155 | $416K | 0.0% | +18.8% | 0.004% | |
| 4/28/2025 | Arlington Trust Co LLC | 23,299 | $1.88M | 0.4% | +1.3% | 0.017% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 12,075 | $974K | 0.3% | -4.8% | 0.009% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 2,736 | $210K | 0.1% | N/A | 0.002% | |
| 4/28/2025 | Salomon & Ludwin LLC | 3,808 | $307K | 0.0% | -15.6% | 0.003% | |
| 4/25/2025 | Heritage Investment Group Inc. | 36,947 | $2.98M | 0.6% | -1.3% | 0.027% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 111,805 | $9.02M | 1.1% | +6.9% | 0.083% | |
| 4/25/2025 | Red Tortoise LLC | 5,228 | $422K | 0.2% | +19.2% | 0.004% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 35,628 | $2.87M | 0.2% | +9.0% | 0.026% | |
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| 4/25/2025 | WASHINGTON TRUST Co | 4,125 | $333K | 0.0% | +5.1% | 0.003% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 19,172 | $1.55M | 0.2% | -12.6% | 0.014% | |
| 4/25/2025 | Red Cedar Investment Management LLC | 523,568 | $42.23M | 5.8% | -10.3% | 0.389% | |
| 4/25/2025 | Westfuller Advisors LLC | 5,273 | $425K | 0.3% | -79.7% | 0.004% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 33,587 | $2.71M | 0.6% | -1.8% | 0.025% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,534 | $446K | 0.1% | +4.9% | 0.004% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 1,525 | $123K | 0.1% | +13.7% | 0.001% | |
| 4/24/2025 | Kingdom Financial Group LLC. | 22,174 | $1.79M | 1.3% | -13.0% | 0.016% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 21,300 | $1.73M | 0.0% | -76.5% | 0.016% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 8,655 | $698K | 0.0% | +53.1% | 0.006% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 10,821 | $873K | 0.1% | +2.9% | 0.008% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 3,360 | $271K | 0.1% | N/A | 0.002% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,038 | $245K | 0.0% | -42.7% | 0.002% | |
| 4/23/2025 | Perigon Wealth Management LLC | 8,500 | $686K | 0.0% | +7.3% | 0.006% | |
| 4/23/2025 | Golden State Wealth Management LLC | 11,062 | $893K | 0.1% | +109.6% | 0.008% | |
| 4/23/2025 | Spire Wealth Management | 2,053 | $166K | 0.0% | +22.2% | 0.002% | |
| 4/23/2025 | Embree Financial Group | 3,203 | $258K | 0.0% | -9.5% | 0.002% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 4,443 | $358K | 0.1% | N/A | 0.003% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 15,600 | $1.26M | 0.0% | -2.8% | 0.012% | |
| 4/23/2025 | Crewe Advisors LLC | 547 | $44K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 71,779 | $5.79M | 0.0% | -43.9% | 0.053% | |
| 4/22/2025 | Stonegate Investment Group LLC | 13,271 | $1.07M | 0.0% | +8.2% | 0.010% | |
| 4/22/2025 | PFG Investments LLC | 6,482 | $523K | 0.0% | -20.6% | 0.005% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 459 | $37K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Good Steward Wealth Advisors LLC | 10,792 | $870K | 0.8% | N/A | 0.008% | |
| 4/21/2025 | Investment Research & Advisory Group Inc. | 3,149 | $254K | 0.1% | +25.9% | 0.002% | |
| 4/21/2025 | Plimoth Trust Co. LLC | 4,408 | $356K | 0.1% | +23.6% | 0.003% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 764,513 | $61.66M | 0.2% | +2.2% | 0.568% | |
| 4/21/2025 | DB Fitzpatrick & Co Inc | 4,672 | $377K | 0.4% | +14.5% | 0.003% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 8,328 | $672K | 0.0% | -4.5% | 0.006% | |
| 4/21/2025 | LifeWealth Investments LLC | 20,432 | $1.65M | 0.7% | +56.9% | 0.015% | |
| 4/21/2025 | Golden Road Advisors LLC | 12,869 | $1.04M | 0.8% | -1.1% | 0.010% | |
| 4/21/2025 | S. R. Schill & Associates | 183,155 | $14.77M | 11.8% | +4.8% | 0.136% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 9,446 | $762K | 0.1% | +4.1% | 0.007% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 9,660 | $779K | 0.1% | +13.2% | 0.007% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 6,324 | $510K | 0.1% | -14.1% | 0.005% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 40,615 | $3.28M | 0.2% | +21.0% | 0.030% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 3,337 | $269K | 0.0% | -12.7% | 0.002% | |
| 4/17/2025 | Copia Wealth Management | 31,173 | $2.51M | 2.3% | +4.5% | 0.023% | |
| 4/17/2025 | Adero Partners LLC | 39,138 | $3.16M | 0.2% | +5.2% | 0.029% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 391,689 | $31.59M | 0.1% | -4.1% | 0.291% | |
| 4/17/2025 | GEM Asset Management LLC | 5,826 | $470K | 0.3% | +8.0% | 0.004% | |
| 4/17/2025 | Howard Bailey Securities LLC | 24,791 | $2.00M | 0.8% | -10.1% | 0.018% | |
| 4/17/2025 | North Star Investment Management Corp. | 2,115 | $171K | 0.0% | +59.6% | 0.002% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 524 | $42K | 0.0% | N/A | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 34,644 | $2.79M | 0.0% | +3.2% | 0.026% | |
| 4/16/2025 | Dodds Wealth LLC | 5,841 | $471K | 0.2% | +105.1% | 0.004% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 372,703 | $30.06M | 0.2% | -0.7% | 0.277% | |
| 4/15/2025 | Sapient Capital LLC | 3,800 | $306K | 0.0% | -57.7% | 0.003% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 5,689 | $459K | 0.3% | +6.7% | 0.004% | |
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| 4/15/2025 | Fifth Third Bancorp | 2,391 | $193K | 0.0% | -39.7% | 0.002% | |
| 4/15/2025 | Foresight Capital Management Advisors Inc. | 38,135 | $3.08M | 1.9% | +5.4% | 0.028% | |
| 4/15/2025 | Central Valley Advisors LLC | 133,107 | $10.74M | 4.1% | +7.1% | 0.099% | |
| 4/15/2025 | Simplicity Wealth LLC | 18,227 | $1.47M | 0.1% | N/A | 0.014% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 22,219 | $1.79M | 0.0% | +229.6% | 0.017% | |
| 4/14/2025 | Farther Finance Advisors LLC | 9,775 | $788K | 0.0% | +207.4% | 0.007% | |
| 4/14/2025 | Wesbanco Bank Inc. | 68,721 | $5.54M | 0.2% | +17.9% | 0.051% | |
| 4/14/2025 | Centricity Wealth Management LLC | 4,321 | $348K | 0.3% | -6.4% | 0.003% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 729,890 | $58.87M | 1.0% | +4.6% | 0.542% | |
| 4/14/2025 | Park Avenue Securities LLC | 24,478 | $1.97M | 0.0% | +11.0% | 0.018% | |
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