| 4/18/2025 | Seed Wealth Management Inc. | 22,954 | $1.43M | 1.2% | +15.0% | 0.002% | |
| 4/18/2025 | Mayfair Advisory Group LLC | 6,884 | $427K | 0.2% | +3.4% | 0.001% | |
| 4/18/2025 | Financial Partners Group LLC | 7,017 | $436K | 0.2% | -5.9% | 0.001% | |
| 4/18/2025 | Wolf Group Capital Advisors | 45,608 | $2.83M | 1.0% | N/A | 0.003% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 236,055 | $14.66M | 1.0% | -1.7% | 0.018% | |
| 4/18/2025 | Shepherd Financial Partners LLC | 53,608 | $3.33M | 0.4% | +13.9% | 0.004% | |
| 4/18/2025 | Cushing Capital Partners LLC | 45,031 | $2.80M | 2.5% | N/A | 0.003% | |
| 4/18/2025 | Clarius Group LLC | 20,832 | $1.29M | 0.1% | -52.1% | 0.002% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 10,844 | $673K | 0.1% | N/A | 0.001% | |
| 4/18/2025 | Greenbush Financial Group LLC | 175,763 | $10.92M | 5.4% | +7.2% | 0.013% | |
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| 4/18/2025 | Global Trust Asset Management LLC | 14,002 | $870K | 0.5% | -82.9% | 0.001% | |
| 4/18/2025 | Financial Freedom LLC | 3,486 | $216K | 0.1% | -9.0% | 0.000% | |
| 4/18/2025 | Rakuten Securities Inc. | 27,534 | $1.71M | 0.9% | N/A | 0.002% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 50,851 | $3.16M | 0.3% | +8.8% | 0.004% | |
| 4/18/2025 | Edge Financial Advisors LLC | 4,625 | $287K | 0.2% | N/A | 0.000% | |
| 4/18/2025 | Bfsg LLC | 103,769 | $6.44M | 0.8% | +17.5% | 0.008% | |
| 4/17/2025 | NBT Bank N A NY | 36,725 | $2.28M | 0.2% | +66.4% | 0.003% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 21,058 | $1.31M | 0.0% | -11.1% | 0.002% | |
| 4/17/2025 | Kaydan Wealth Management Inc. | 15,718 | $976K | 0.3% | -3.2% | 0.001% | |
| 4/17/2025 | Lynch & Associates IN | 38,232 | $2.37M | 0.5% | +7.5% | 0.003% | |
| 4/17/2025 | Chicago Capital LLC | 16,586 | $1.03M | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Breakwater Investment Management | 234,990 | $14.59M | 6.2% | -0.2% | 0.018% | |
| 4/17/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 51,078 | $3.10M | 1.2% | +5.5% | 0.004% | |
| 4/17/2025 | Sowell Financial Services LLC | 8,022 | $498K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 118,990 | $7.39M | 0.0% | +0.6% | 0.009% | |
| 4/17/2025 | Northstar Group Inc. | 99,360 | $6.17M | 1.0% | +19.9% | 0.007% | |
| 4/17/2025 | Mission Wealth Management LP | 33,691 | $2.09M | 0.1% | -21.9% | 0.003% | |
| 4/17/2025 | Columbus Macro LLC | 12,944 | $804K | 0.1% | +15.0% | 0.001% | |
| 4/17/2025 | Brown Miller Wealth Management LLC | 5,039 | $313K | 0.1% | N/A | 0.000% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 18,399 | $1.14M | 0.1% | -29.9% | 0.001% | |
| 4/17/2025 | Christensen King & Associates Investment Services Inc. | 3,305 | $211K | 0.1% | N/A | 0.000% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 4,249 | $264K | 0.0% | -27.5% | 0.000% | |
| 4/17/2025 | Good Life Advisors LLC | 19,671 | $1.22M | 0.1% | +24.0% | 0.001% | |
| 4/17/2025 | North Star Investment Management Corp. | 45,815 | $2.85M | 0.2% | +6.1% | 0.003% | |
| 4/17/2025 | Optas LLC | 253,370 | $15.73M | 2.7% | +100.0% | 0.019% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 15,865 | $935K | 0.3% | -5.4% | 0.001% | |
| 4/17/2025 | Sound Income Strategies LLC | 12,488 | $776K | 0.0% | +3,330.8% | 0.001% | |
| 4/17/2025 | Foster Victor Wealth Advisors LLC | 6,641 | $399K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Tenon Financial LLC | 325,427 | $20.21M | 12.5% | +16.0% | 0.024% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 25,068 | $1.56M | 0.1% | N/A | 0.002% | |
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| 4/17/2025 | Family Wealth Partners LLC | 29,008 | $1.80M | 0.8% | -1.8% | 0.002% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 36,026 | $2.24M | 0.0% | +69.5% | 0.003% | |
| 4/16/2025 | Greenhouse Wealth Management LLC | 80,939 | $5.03M | 3.8% | -0.5% | 0.006% | |
| 4/16/2025 | CRA Financial Services LLC | 7,147 | $444K | 0.1% | +19.4% | 0.001% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 699 | $43K | 0.0% | N/A | 0.000% | |
| 4/16/2025 | Capstone Wealth Management LLC | 5,227 | $325K | 0.3% | +53.9% | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,869,030 | $178.17M | 0.3% | +4.9% | 0.215% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 35,891 | $2.23M | 0.7% | +16.1% | 0.003% | |
| 4/16/2025 | New Century Financial Group LLC | 5,781 | $359K | 0.4% | -22.1% | 0.000% | |
| 4/16/2025 | CVA Family Office LLC | 1,908 | $118K | 0.0% | +14.4% | 0.000% | |
| 4/16/2025 | Everhart Financial Group Inc. | 64,612 | $4.01M | 0.5% | +16.6% | 0.005% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 13,358 | $815K | 0.4% | -31.5% | 0.001% | |
| 4/16/2025 | Lynch Asset Management Inc. | 27,650 | $1.72M | 0.8% | +3.8% | 0.002% | |
| 4/16/2025 | Dodds Wealth LLC | 166,491 | $10.34M | 3.4% | +19.7% | 0.012% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 39,337 | $2.44M | 0.1% | -1.2% | 0.003% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 26,677 | $1.66M | 0.1% | +4.5% | 0.002% | |
| 4/16/2025 | Liberty Capital Management Inc. | 14,370 | $892K | 0.2% | -4.4% | 0.001% | |
| 4/15/2025 | Zhang Financial LLC | 1,470,452 | $91.32M | 4.8% | +15.6% | 0.110% | |
| 4/15/2025 | Paladin Advisory Group LLC | 8,276 | $514K | 0.4% | +122.7% | 0.001% | |
| 4/15/2025 | Baker Ellis Asset Management LLC | 3,300 | $205K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | McKinley Carter Wealth Services Inc. | 1,797,532 | $111.63M | 6.9% | N/A | 0.134% | |
| 4/15/2025 | Transform Wealth LLC | 12,742 | $791K | 0.0% | +21.0% | 0.001% | |
| 4/15/2025 | Focus Financial Network Inc. | 443,621 | $27.55M | 1.1% | +5.4% | 0.033% | |
| 4/15/2025 | Fiduciary Advisors Inc. | 128,910 | $8.01M | 7.9% | +2.0% | 0.010% | |
| 4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 248,477 | $15.08M | 3.2% | -6.9% | 0.019% | |
| 4/15/2025 | Charis Legacy Partners LLC | 151,539 | $9.41M | 17.8% | +0.8% | 0.011% | |
| 4/15/2025 | Alhambra Investment Management LLC | 46,468 | $2.89M | 1.5% | +8.3% | 0.003% | |
| 4/15/2025 | CX Institutional | 1,645 | $102K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Integrated Advisors Network LLC | 14,696 | $913K | 0.0% | +3.8% | 0.001% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 14,727 | $915K | 0.4% | +2.2% | 0.001% | |
| 4/15/2025 | Corrigan Financial Inc. | 758,678 | $47.11M | 9.7% | +18.9% | 0.057% | |
| 4/15/2025 | Michael A. Dubis Financial Planning LLC | 22,083 | $1.37M | 1.3% | +1.8% | 0.002% | |
| 4/15/2025 | West Paces Advisors Inc. | 1,741 | $108K | 0.0% | -25.0% | 0.000% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 12,800 | $795K | 0.0% | -2.2% | 0.001% | |
| 4/14/2025 | Regatta Capital Group LLC | 6,553 | $407K | 0.1% | +7.1% | 0.000% | |
| 4/14/2025 | Investment Advisory Group LLC | 21,369 | $1.33M | 0.4% | +1.5% | 0.002% | |
| 4/14/2025 | Everest Management Corp. | 34,945 | $2.17M | 2.0% | -13.9% | 0.003% | |
| 4/14/2025 | WFA Asset Management Corp | 1,205 | $73K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 72,459 | $4.51M | 0.1% | +3.8% | 0.005% | |
| 4/14/2025 | Clarity Capital Advisors LLC | 81,091 | $5.04M | 3.3% | +6.0% | 0.006% | |
| 4/14/2025 | Portside Wealth Group LLC | 39,610 | $2.46M | 0.4% | +70.3% | 0.003% | |
| 4/14/2025 | Wiser Wealth Management Inc | 32,630 | $2.03M | 0.6% | +2.9% | 0.002% | |
| 4/14/2025 | Selective Wealth Management Inc. | 32,674 | $1.96M | 0.8% | +67.3% | 0.002% | |
| 4/14/2025 | Centricity Wealth Management LLC | 11,970 | $743K | 0.7% | -3.8% | 0.001% | |
| 4/14/2025 | Cherrydale Wealth Management LLC | 213,953 | $13.29M | 5.3% | -7.7% | 0.016% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 3,516 | $218K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | 25 LLC | 604,348 | $37.53M | 15.5% | +4.4% | 0.045% | |
| 4/14/2025 | Abacus Planning Group Inc. | 461,065 | $28.63M | 5.0% | +1.5% | 0.034% | |
| 4/14/2025 | Capital Investment Advisors LLC | 4,829 | $300K | 0.0% | -77.3% | 0.000% | |
| 4/14/2025 | BCS Wealth Management | 22,588 | $1.40M | 0.4% | +6.9% | 0.002% | |
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| 4/14/2025 | Flagship Private Wealth LLC | 3,712 | $231K | 0.1% | N/A | 0.000% | |
| 4/14/2025 | Arbor Wealth Advisors LLC | 294,434 | $18.28M | 16.3% | +1.8% | 0.022% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 74,246 | $4.61M | 0.1% | -8.7% | 0.006% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 31,870 | $1.98M | 1.4% | +11.9% | 0.002% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 12,876 | $800K | 0.1% | -30.3% | 0.001% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 66,088 | $4.10M | 0.6% | +1.3% | 0.005% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 1,288,421 | $80.01M | 7.3% | +10.3% | 0.096% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 4,820 | $299K | 0.1% | -10.0% | 0.000% | |
| 4/14/2025 | Wedmont Private Capital | 77,662 | $4.66M | 0.2% | +33.0% | 0.006% | |
| 4/14/2025 | Sunflower Bank N.A. | 580,205 | $36.03M | 10.1% | -3.1% | 0.043% | |
