| 4/30/2025 | Financial Gravity Asset Management Inc. | 182,319 | $11.71M | 2.5% | N/A | 0.230% | |
| 4/30/2025 | Alps Advisors Inc. | 22,620 | $1.45M | 0.0% | -0.8% | 0.028% | |
| 4/30/2025 | Investments & Financial Planning LLC | 13,914 | $893K | 0.6% | +17.7% | 0.018% | |
| 4/30/2025 | Principal Securities Inc. | 51,256 | $3.24M | 0.1% | +1.1% | 0.065% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 6,604 | $424K | 0.1% | +12.0% | 0.008% | |
| 4/29/2025 | TD Private Client Wealth LLC | 146,882 | $9.43M | 0.3% | +1.5% | 0.185% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,720,769 | $110.47M | 0.0% | +8.9% | 2.167% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 6,482 | $416K | 0.1% | +4.2% | 0.008% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 3,257 | $209K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Lee Danner & Bass Inc. | 3,266 | $210K | 0.0% | N/A | 0.004% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 1,376,778 | $88.39M | 0.0% | -14.4% | 1.734% | |
| 4/29/2025 | World Investment Advisors | 22,198 | $1.43M | 0.0% | +4.3% | 0.028% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,747 | $112K | 0.0% | +378.6% | 0.002% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 123,350 | $7.92M | 0.1% | -5.8% | 0.155% | |
| 4/29/2025 | Calamos Advisors LLC | 17,765 | $1.14M | 0.0% | +150.0% | 0.022% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 155,554 | $9.99M | 1.4% | +30.1% | 0.196% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 254,909 | $16.37M | 0.9% | +31.6% | 0.321% | |
| 4/28/2025 | D.A. Davidson & CO. | 7,877 | $506K | 0.0% | -3.6% | 0.010% | |
| 4/28/2025 | Mutual Advisors LLC | 3,330 | $213K | 0.0% | -7.7% | 0.004% | |
| 4/28/2025 | Clune & Associates LTD. | 38,706 | $2.49M | 0.8% | +8.8% | 0.049% | |
| 4/28/2025 | Revisor Wealth Management LLC | 55,851 | $3.59M | 1.6% | +68.4% | 0.070% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 5,667 | $364K | 0.1% | +6.3% | 0.007% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 70,955 | $4.56M | 3.1% | +3.3% | 0.089% | |
| 4/28/2025 | Pictet North America Advisors SA | 5,350 | $343K | 0.0% | -89.6% | 0.007% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 30,492 | $1.95M | 0.8% | +129.2% | 0.038% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 975,443 | $62.62M | 0.6% | -1.2% | 1.229% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 11,969 | $768K | 0.1% | -8.6% | 0.015% | |
| 4/28/2025 | BLB&B Advisors LLC | 15,402 | $989K | 0.1% | -21.7% | 0.019% | |
| 4/25/2025 | JNBA Financial Advisors | 5,188 | $333K | 0.0% | -4.3% | 0.007% | |
| 4/25/2025 | Mather Group LLC. | 857,083 | $55.03M | 0.6% | +5.4% | 1.080% | |
| 4/25/2025 | K2 Financial Inc. | 25,153 | $1.57M | 1.5% | +3.6% | 0.032% | |
| 4/25/2025 | Westside Investment Management Inc. | 3,447 | $221K | 0.0% | +18.7% | 0.004% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 25,091 | $1.61M | 1.5% | -1.1% | 0.032% | |
| 4/25/2025 | Custos Family Office LLC | 78,791 | $5.06M | 1.8% | -0.3% | 0.099% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,776 | $114K | 0.0% | -12.3% | 0.002% | |
| 4/24/2025 | Shore Point Advisors LLC | 28,668 | $1.84M | 1.0% | -8.0% | 0.036% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 89,000 | $5.70M | 0.0% | +4.7% | 0.112% | |
| 4/23/2025 | GenTrust LLC | 65,799 | $4.22M | 0.2% | -16.8% | 0.088% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 6,748 | $433K | 0.1% | +53.0% | 0.009% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 21,722 | $1.40M | 0.1% | -1.8% | 0.029% | |
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| 4/23/2025 | TSA Wealth Managment LLC | 9,903 | $636K | 0.3% | +6.1% | 0.013% | |
| 4/23/2025 | Perigon Wealth Management LLC | 56,731 | $3.64M | 0.1% | +10.1% | 0.076% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,552 | $228K | 0.0% | +75.4% | 0.005% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 197,792 | $12.70M | 3.0% | -0.3% | 0.264% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 44,245 | $2.84M | 0.5% | +136.3% | 0.059% | |
| 4/23/2025 | Verus Wealth Management LLC | 21,902 | $1.41M | 1.5% | +0.9% | 0.029% | |
| 4/22/2025 | 5T Wealth LLC | 4,656 | $299K | 0.2% | -5.4% | 0.006% | |
| 4/22/2025 | Whalen Wealth Management Inc. | 31,192 | $2.00M | 1.3% | +87.6% | 0.042% | |
| 4/22/2025 | Moser Wealth Advisors LLC | 555 | $36K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,507 | $1.38M | 0.0% | -14.5% | 0.029% | |
| 4/22/2025 | Center for Financial Planning Inc. | 512 | $33K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 2,650 | $170K | 0.1% | +24.9% | 0.004% | |
| 4/22/2025 | Garde Capital Inc. | 28,581 | $1.84M | 0.1% | N/A | 0.038% | |
| 4/22/2025 | Nilsine Partners LLC | 66,493 | $4.27M | 0.5% | +9.8% | 0.089% | |
| 4/22/2025 | Cobblestone Asset Management LLC | 21,431 | $1.38M | 0.8% | +65.0% | 0.029% | |
| 4/21/2025 | Avior Wealth Management LLC | 133,164 | $8.55M | 0.3% | +2.5% | 0.178% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 18,421 | $1.18M | 0.9% | +7.2% | 0.025% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 38,341 | $2.46M | 0.0% | -10.6% | 0.051% | |
| 4/21/2025 | MGO Private Wealth LLC | 33,518 | $2.15M | 1.5% | +8.1% | 0.045% | |
| 4/21/2025 | BlueSky Wealth Advisors LLC | 372,346 | $23.91M | 3.7% | +1.9% | 0.497% | |
| 4/18/2025 | Seed Wealth Management Inc. | 7,765 | $499K | 0.4% | +4.0% | 0.010% | |
| 4/17/2025 | Breakwater Investment Management | 29,845 | $1.92M | 0.8% | +3.8% | 0.038% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 7,799 | $501K | 0.0% | N/A | 0.010% | |
| 4/17/2025 | Mission Wealth Management LP | 36,566 | $2.35M | 0.1% | +1.8% | 0.046% | |
| 4/17/2025 | Columbus Macro LLC | 190,372 | $12.22M | 1.6% | +7.5% | 0.240% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,451 | $543K | 0.1% | +14.3% | 0.011% | |
| 4/17/2025 | North Star Investment Management Corp. | 2,236 | $144K | 0.0% | +29.5% | 0.003% | |
| 4/17/2025 | Sound Income Strategies LLC | 1,838 | $118K | 0.0% | +45.2% | 0.002% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 4,502 | $279K | 0.1% | -29.2% | 0.006% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 31,191 | $2.00M | 0.1% | N/A | 0.039% | |
| 4/16/2025 | Lam Group Inc. | 29,760 | $1.91M | 1.4% | -7.3% | 0.037% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 100,772 | $6.47M | 0.0% | -29.5% | 0.127% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 33,776 | $2.17M | 0.2% | +1.7% | 0.043% | |
| 4/16/2025 | Union Bancaire Privee UBP SA | 2,535 | $150K | 0.0% | -52.9% | 0.003% | |
| 4/15/2025 | Echo45 Advisors LLC | 46,382 | $2.98M | 2.0% | -1.2% | 0.058% | |
| 4/15/2025 | Accurate Wealth Management LLC | 3,342 | $207K | 0.0% | -7.9% | 0.004% | |
| 4/15/2025 | Simplicity Wealth LLC | 37,653 | $2.42M | 0.2% | N/A | 0.047% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 17,302 | $1.11M | 0.0% | +1.4% | 0.022% | |
| 4/14/2025 | Farther Finance Advisors LLC | 12,269 | $786K | 0.0% | +54.7% | 0.015% | |
| 4/14/2025 | NewSquare Capital LLC | 19,897 | $1.28M | 0.1% | +30.9% | 0.025% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 28,759 | $1.85M | 0.0% | +4.8% | 0.036% | |
| 4/14/2025 | Central Bank & Trust Co. | 63,078 | $4.05M | 0.7% | -22.8% | 0.079% | |
| 4/14/2025 | Park Avenue Securities LLC | 10,222 | $656K | 0.0% | +25.7% | 0.013% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 3,167 | $203K | 0.0% | -22.2% | 0.004% | |
| 4/14/2025 | Buttonwood Financial Group LLC | 25,263 | $1.56M | 0.9% | +12.7% | 0.032% | |
| 4/11/2025 | City State Bank | 107,939 | $6.93M | 2.3% | +6.2% | 0.136% | |
| 4/11/2025 | Disciplined Investments LLC | 29,015 | $1.86M | 0.9% | -0.9% | 0.037% | |
| 4/11/2025 | McNamara Financial Services Inc. | 16,185 | $1.04M | 0.2% | +124.1% | 0.020% | |
| 4/11/2025 | Stablepoint Partners LLC | 53,748 | $3.45M | 0.6% | +36.0% | 0.068% | |
| 4/11/2025 | AFG Fiduciary Services Limited Partnership | 41,041 | $2.58M | 0.8% | +2.5% | 0.052% | |
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| 4/10/2025 | Naples Global Advisors LLC | 6,910 | $444K | 0.0% | -4.2% | 0.009% | |
| 4/10/2025 | Whipplewood Advisors LLC | 856 | $55K | 0.0% | +199.3% | 0.001% | |
| 4/9/2025 | Merit Financial Group LLC | 35,179 | $2.26M | 0.0% | N/A | 0.044% | |
| 4/9/2025 | NBC Securities Inc. | 403 | $25K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Verde Capital Management | 51,890 | $3.33M | 0.9% | +6.2% | 0.065% | |
| 4/8/2025 | Veery Capital LLC | 29,679 | $1.91M | 0.7% | -4.4% | 0.037% | |
| 4/8/2025 | Marion Wealth Management | 186,740 | $11.99M | 3.2% | +5.2% | 0.235% | |
| 4/8/2025 | Advisory Alpha LLC | 191,641 | $12.31M | 0.8% | -49.9% | 0.241% | |
| 4/7/2025 | GAMMA Investing LLC | 2,825 | $181K | 0.0% | +5,131.5% | 0.004% | |
| 4/7/2025 | FC Advisory LLC | 8,779 | $564K | 0.2% | +4.3% | 0.011% | |
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