| 5/16/2025 | NewEdge Advisors LLC | 167,589 | $14.61M | 0.1% | +26.1% | 0.097% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 35,677 | $3.11M | 0.0% | +147.9% | 0.021% | |
| 5/15/2025 | Titleist Asset Management LLC | 48,131 | $4.20M | 0.5% | +3.3% | 0.028% | |
| 5/15/2025 | Baird Financial Group Inc. | 189,694 | $16.54M | 0.0% | +6.0% | 0.110% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,911,402 | $166.61M | 0.0% | +24.6% | 1.127% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 23,859 | $2.08M | 0.1% | +27.7% | 0.014% | |
| 5/13/2025 | Evensky & Katz LLC | 1,011,152 | $88.14M | 5.9% | +2.9% | 0.596% | |
| 5/12/2025 | Bare Financial Services Inc | 238,862 | $20.82M | 8.0% | +6.3% | 0.141% | |
| 5/12/2025 | Curio Wealth LLC | 336 | $29K | 2.7% | -98.8% | 0.000% | |
| 5/9/2025 | Wallington Asset Management LLC | 152,054 | $13.26M | 1.9% | +0.6% | 0.090% | |
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| 5/9/2025 | Middleton & Co. Inc. MA | 11,936 | $1.04M | 0.1% | +3.7% | 0.007% | |
| 5/8/2025 | TIAA Trust National Association | 69,022 | $6.02M | 0.0% | +1.7% | 0.041% | |
| 5/8/2025 | RVW Wealth LLC | 38,495 | $3.36M | 0.3% | -85.2% | 0.023% | |
| 5/8/2025 | Foster & Motley Inc. | 65,251 | $5.69M | 0.4% | +16.2% | 0.038% | |
| 5/8/2025 | Natixis Advisors LLC | 21,487 | $1.87M | 0.0% | +48.9% | 0.013% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,943 | $867K | 0.0% | +9.3% | 0.006% | |
| 5/8/2025 | Cozad Asset Management Inc. | 28,370 | $2.47M | 0.2% | -5.5% | 0.017% | |
| 5/7/2025 | Baldwin Investment Management LLC | 3,084 | $269K | 0.0% | -22.2% | 0.002% | |
| 5/7/2025 | Nemes Rush Group LLC | 2,675 | $233K | 0.0% | +36.4% | 0.002% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 44,489 | $3.88M | 0.5% | -5.9% | 0.026% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 83,923 | $7.32M | 2.5% | +3.6% | 0.050% | |
| 5/6/2025 | IMA Advisory Services Inc. | 34,087 | $2.97M | 0.4% | -1.1% | 0.020% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 1,734 | $151K | 0.0% | +13.9% | 0.001% | |
| 5/2/2025 | Transcendent Capital Group LLC | 13,562 | $1.18M | 0.7% | +5.9% | 0.008% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 28,845 | $2.51M | 1.7% | +12.1% | 0.017% | |
| 5/1/2025 | Fifth Third Securities Inc. | 26,225 | $2.29M | 0.2% | +37.9% | 0.015% | |
| 4/30/2025 | Correct Capital Wealth Management | 392,647 | $34.23M | 5.5% | +0.2% | 0.232% | |
| 4/30/2025 | Leavell Investment Management Inc. | 6,839 | $596K | 0.0% | +27.3% | 0.004% | |
| 4/30/2025 | Financial Symmetry Inc | 4,043 | $352K | 0.2% | +30.4% | 0.002% | |
| 4/30/2025 | Opus Capital Group LLC | 148,023 | $12.90M | 1.7% | -0.1% | 0.087% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 6,423 | $560K | 0.0% | -47.3% | 0.004% | |
| 4/30/2025 | Synergy Investment Management LLC | 729 | $64K | 0.0% | +49.1% | 0.000% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 28,807 | $2.51M | 0.9% | +2.6% | 0.017% | |
| 4/29/2025 | Cloud Capital Management LLC | 34,154 | $2.98M | 2.1% | N/A | 0.020% | |
| 4/29/2025 | CoreFirst Bank & Trust | 53,006 | $4.62M | 3.0% | +3.6% | 0.031% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,107 | $619K | 0.0% | +22.7% | 0.004% | |
| 4/29/2025 | Strategic Blueprint LLC | 148,257 | $12.92M | 0.7% | +32.5% | 0.087% | |
| 4/28/2025 | First Horizon Advisors Inc. | 1,272 | $111K | 0.0% | -29.3% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 4,329 | $377K | 0.0% | -18.1% | 0.003% | |
| 4/28/2025 | Meadow Creek Wealth Advisors LLC | 24,923 | $2.17M | 1.6% | +4.2% | 0.015% | |
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| 4/28/2025 | Redmont Wealth Advisors LLC | 11,814 | $1.03M | 2.0% | +9.0% | 0.007% | |
| 4/28/2025 | Longview Financial Advisors Inc. | 14,281 | $1.25M | 1.1% | -77.4% | 0.008% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 208,387 | $18.17M | 6.2% | +10.3% | 0.123% | |
| 4/25/2025 | Westside Investment Management Inc. | 43,504 | $3.79M | 0.8% | +38.0% | 0.026% | |
| 4/24/2025 | Golden State Wealth Management LLC | 355 | $31K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 88,528 | $7.72M | 1.3% | +1.2% | 0.052% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 29,750 | $2.59M | 0.2% | +8.1% | 0.018% | |
| 4/24/2025 | Trust Co. of Vermont | 468 | $41K | 0.0% | +108.0% | 0.000% | |
| 4/24/2025 | First Merchants Corp | 112,315 | $9.79M | 0.4% | N/A | 0.066% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 17,495 | $1.53M | 0.1% | -1.3% | 0.010% | |
| 4/23/2025 | SOL Capital Management CO | 24,396 | $2.13M | 0.2% | +4.6% | 0.014% | |
| 4/23/2025 | White Pine Investment CO | 61,169 | $5.33M | 1.4% | +2.8% | 0.036% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 5,368 | $468K | 0.2% | +8.2% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 710 | $62K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Team Financial Group LLC | 54,692 | $4.77M | 2.8% | +38.4% | 0.032% | |
| 4/22/2025 | Diversified Portfolios Inc. | 49,817 | $4.34M | 0.5% | +4.0% | 0.029% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 91,585 | $7.99M | 2.9% | +10.1% | 0.055% | |
| 4/21/2025 | Investment Research & Advisory Group Inc. | 2,333 | $203K | 0.1% | +53.4% | 0.001% | |
| 4/21/2025 | Community Bank N.A. | 57,355 | $5M | 0.7% | +96.7% | 0.034% | |
| 4/21/2025 | MN Wealth Advisors LLC | 21,871 | $1.91M | 1.1% | -17.5% | 0.013% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 276,625 | $24.11M | 9.3% | -1.3% | 0.165% | |
| 4/16/2025 | Lam Group Inc. | 20,140 | $1.76M | 1.3% | -23.7% | 0.012% | |
| 4/16/2025 | Fortitude Family Office LLC | 3,877 | $338K | 0.1% | +3,777.0% | 0.002% | |
| 4/15/2025 | Zhang Financial LLC | 39,529 | $3.45M | 0.2% | +93.0% | 0.024% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 5,798 | $505K | 0.3% | -26.1% | 0.003% | |
| 4/15/2025 | First National Bank Sioux Falls | 70,484 | $6.14M | 2.5% | +7.9% | 0.042% | |
| 4/14/2025 | Farther Finance Advisors LLC | 92,616 | $8.11M | 0.2% | +51.2% | 0.055% | |
| 4/14/2025 | Orrstown Financial Services Inc. | 346,458 | $30.20M | 7.2% | +21.4% | 0.207% | |
| 4/10/2025 | Nixon Peabody Trust Co. | 12,700 | $1.11M | 0.1% | N/A | 0.008% | |
| 4/10/2025 | First Financial Corp IN | 12,240 | $1.07M | 0.5% | -5.9% | 0.007% | |
| 4/9/2025 | Planned Solutions Inc. | 103,011 | $8.98M | 3.6% | +2.5% | 0.061% | |
| 4/9/2025 | NBC Securities Inc. | 324 | $28K | 0.0% | N/A | 0.000% | |
| 4/8/2025 | Avondale Wealth Management | 8,262 | $720K | 0.5% | N/A | 0.005% | |
| 4/8/2025 | Rothschild Investment LLC | 151,697 | $13.22M | 0.9% | +8.3% | 0.090% | |
| 4/8/2025 | Parallel Advisors LLC | 3,686 | $321K | 0.0% | -56.8% | 0.002% | |
| 4/7/2025 | GAMMA Investing LLC | 9,153 | $798K | 0.0% | +8,617.1% | 0.005% | |
| 4/1/2025 | Emprise Bank | 44,636 | $3.89M | 2.1% | +80.1% | 0.027% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 25,736 | $2.48M | 1.7% | +8.5% | 0.015% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 25,736 | $2.48M | 1.8% | +8.5% | 0.021% | |
| 2/18/2025 | JDM Financial Group LLC | 369 | $36K | 0.0% | +113.3% | 0.000% | |
| 2/18/2025 | Continuum Advisory LLC | 87,059 | $8.40M | 1.1% | +1.3% | 0.072% | |
| 2/17/2025 | Systematic Financial Management LP | 46,310 | $4.47M | 0.1% | N/A | 0.038% | |
| 2/17/2025 | Evensky & Katz LLC | 983,098 | $94.90M | 6.2% | +0.6% | 0.816% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 25,806 | $2.49M | 0.3% | +369.5% | 0.021% | |
| 2/17/2025 | Captrust Financial Advisors | 25,322 | $2.44M | 0.0% | +4.0% | 0.021% | |
| 2/17/2025 | Baird Financial Group Inc. | 178,959 | $17.28M | 0.0% | +14.5% | 0.148% | |
| 2/17/2025 | Baldwin Investment Management LLC | 3,966 | $383K | 0.0% | -4.8% | 0.003% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,534,021 | $148.04M | 0.0% | +19.6% | 1.273% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 555,078 | $53.58M | 0.2% | +2.5% | 0.460% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,389 | $1.39M | 0.0% | +81.9% | 0.012% | |
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| 2/14/2025 | IHT Wealth Management LLC | 37,796 | $3.65M | 0.1% | +24.1% | 0.031% | |
| 2/14/2025 | Landing Point Financial Group LLC | 2,729 | $263K | 0.2% | N/A | 0.002% | |
| 2/13/2025 | Capital Square LLC | 12,047 | $1.20M | 0.7% | +5.1% | 0.010% | |
| 2/13/2025 | M Holdings Securities Inc. | 36,745 | $3.55M | 0.6% | +7.0% | 0.030% | |
| 2/13/2025 | Keystone Financial Group | 4,921 | $475K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | Bessemer Group Inc. | 2,476 | $239K | 0.0% | -81.4% | 0.002% | |
| 2/13/2025 | Titleist Asset Management LLC | 46,605 | $4.50M | 0.5% | +29.2% | 0.039% | |
| 2/12/2025 | Nemes Rush Group LLC | 1,961 | $189K | 0.0% | +163.2% | 0.002% | |
| 2/12/2025 | ARK & TLK Investments LLC | 3,358 | $324K | 0.1% | +19.8% | 0.003% | |
| 2/12/2025 | Prime Capital Investment Advisors LLC | 956,543 | $92.34M | 1.3% | -1.3% | 0.794% | |
