| 5/2/2025 | Castlekeep Investment Advisors LLC | 137,815 | $13.71M | 7.0% | -16.0% | 0.353% | |
| 5/2/2025 | Dakota Wealth Management | 13,555 | $1.35M | 0.0% | +4.0% | 0.035% | |
| 5/2/2025 | Sigma Planning Corp | 4,605 | $458K | 0.0% | N/A | 0.012% | |
| 5/2/2025 | Transcendent Capital Group LLC | 41,590 | $4.14M | 2.3% | +627.1% | 0.107% | |
| 5/1/2025 | CWM LLC | 2,027,560 | $201.72M | 0.8% | +21.6% | 5.192% | |
| 5/1/2025 | TFR Capital LLC. | 25,416 | $2.53M | 1.1% | -8.9% | 0.065% | |
| 5/1/2025 | Stephens Inc. AR | 61,258 | $6.10M | 0.1% | -45.2% | 0.157% | |
| 5/1/2025 | Auour Investments LLC | 36,023 | $3.58M | 1.3% | -4.0% | 0.092% | |
| 5/1/2025 | WealthTrust Asset Management LLC | 112,950 | $11.24M | 8.3% | +324.5% | 0.289% | |
| 5/1/2025 | Austin Wealth Management LLC | 120,571 | $11.99M | 2.4% | -0.9% | 0.309% | |
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| 4/30/2025 | Cerity Partners LLC | 64,697 | $6.44M | 0.0% | +9.1% | 0.166% | |
| 4/30/2025 | Astra Wealth Partners LLC | 3,348 | $333K | 0.3% | -58.6% | 0.009% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 4,035 | $401K | 0.1% | +4.7% | 0.010% | |
| 4/30/2025 | Ridgeline Wealth Planning LLC | 2,888 | $287K | 0.3% | -3.9% | 0.007% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 43,124 | $4.29M | 0.1% | -58.9% | 0.110% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 21,432 | $2.13M | 0.1% | +42.4% | 0.055% | |
| 4/30/2025 | Values First Advisors Inc. | 14,772 | $1.47M | 0.9% | +2.9% | 0.038% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 6,080 | $605K | 0.1% | -15.3% | 0.016% | |
| 4/29/2025 | Sightline Wealth Advisors LLC | 9,447 | $940K | 0.5% | +166.9% | 0.024% | |
| 4/29/2025 | Financial Counselors Inc. | 4,171 | $415K | 0.0% | N/A | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 400,811 | $39.88M | 0.0% | +23.1% | 1.026% | |
| 4/29/2025 | One Day In July LLC | 182,923 | $18.20M | 1.8% | +50.6% | 0.468% | |
| 4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 41,710 | $4.15M | 0.7% | +42.0% | 0.107% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 43,346 | $4.31M | 0.1% | +116.6% | 0.111% | |
| 4/29/2025 | HM Payson & Co. | 56,469 | $5.62M | 0.1% | -0.7% | 0.145% | |
| 4/29/2025 | Phil A. Younker & Associates Ltd. | 9,475 | $943K | 0.9% | +36.3% | 0.024% | |
| 4/29/2025 | Strategic Blueprint LLC | 2,536 | $252K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 43,407 | $4.32M | 0.6% | +7.4% | 0.111% | |
| 4/28/2025 | Mutual Advisors LLC | 4,088 | $406K | 0.0% | +79.1% | 0.010% | |
| 4/28/2025 | Novem Group | 3,066 | $305K | 0.0% | +3.6% | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 12,812 | $1.28M | 0.1% | +12.1% | 0.033% | |
| 4/28/2025 | Financial Advocates Investment Management | 131,146 | $13.05M | 0.9% | +2.3% | 0.336% | |
| 4/28/2025 | Salomon & Ludwin LLC | 3,020 | $300K | 0.0% | -18.4% | 0.008% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 50,324 | $4.99M | 0.2% | +11.3% | 0.129% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 51,072 | $5.08M | 2.3% | +275.3% | 0.131% | |
| 4/25/2025 | Essex Financial Services Inc. | 19,029 | $1.89M | 0.1% | +24.3% | 0.049% | |
| 4/25/2025 | Convergence Financial LLC | 100,590 | $10.01M | 2.0% | +11.1% | 0.258% | |
| 4/25/2025 | WJ Wealth Management LLC | 14,982 | $1.49M | 0.5% | +80.5% | 0.038% | |
| 4/24/2025 | Money Concepts Capital Corp | 65,062 | $6.47M | 0.5% | +580.5% | 0.167% | |
| 4/24/2025 | ZynergyRetirementPlanningLLC | 3,438 | $341K | 0.2% | -46.8% | 0.009% | |
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| 4/24/2025 | Legacy CG LLC | 3,664 | $365K | 0.1% | -77.6% | 0.009% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 2,024 | $201K | 0.1% | N/A | 0.005% | |
| 4/24/2025 | Hibernia Wealth Partners LLC | 38,169 | $3.80M | 2.7% | +95.6% | 0.098% | |
| 4/23/2025 | KPP Advisory Services LLC | 34,693 | $3.45M | 0.6% | -3.2% | 0.089% | |
| 4/23/2025 | Western Wealth Management LLC | 25,875 | $2.57M | 0.2% | +12.2% | 0.066% | |
| 4/23/2025 | MOKAN Wealth Management Inc. | 103,310 | $10.28M | 6.2% | +5.4% | 0.265% | |
| 4/23/2025 | Pacific Sage Partners LLC | 32,366 | $3.22M | 0.7% | +1,494.4% | 0.083% | |
| 4/23/2025 | Sheets Smith Wealth Management | 17,689 | $1.76M | 0.2% | +6.0% | 0.045% | |
| 4/23/2025 | Embree Financial Group | 7,793 | $775K | 0.1% | -17.1% | 0.020% | |
| 4/23/2025 | Hofer & Associates. Inc | 3,327 | $331K | 0.2% | +30.3% | 0.009% | |
| 4/23/2025 | Valmark Advisers Inc. | 72,903 | $7.25M | 0.1% | +133.4% | 0.187% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 10,731 | $1.07M | 0.1% | +1.1% | 0.029% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,191 | $4.89M | 0.0% | +109.8% | 0.134% | |
| 4/22/2025 | Synergy Asset Management LLC | 8,000 | $796K | 0.1% | N/A | 0.022% | |
| 4/22/2025 | Bright Futures Wealth Management LLC. | 6,671 | $663K | 0.7% | +139.3% | 0.018% | |
| 4/22/2025 | Weaver Capital Management LLC | 2,324 | $231K | 0.1% | +6.4% | 0.006% | |
| 4/22/2025 | PFG Investments LLC | 5,083 | $506K | 0.0% | +66.0% | 0.014% | |
| 4/22/2025 | Carr Financial Group Corp | 26,499 | $2.64M | 0.9% | +3.8% | 0.072% | |
| 4/22/2025 | Advisor Resource Council | 35,805 | $3.56M | 0.3% | N/A | 0.097% | |
| 4/21/2025 | Avior Wealth Management LLC | 7,228 | $719K | 0.0% | +13.6% | 0.020% | |
| 4/21/2025 | Blue Trust Inc. | 23,541 | $2.34M | 0.0% | +41.9% | 0.064% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,892 | $586K | 0.1% | +41.8% | 0.016% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 3,014 | $300K | 0.0% | +29.9% | 0.008% | |
| 4/21/2025 | CWA Asset Management Group LLC | 225,477 | $22.43M | 1.1% | -1.1% | 0.614% | |
| 4/18/2025 | Bell Bank | 618,143 | $61.50M | 3.3% | -1.3% | 1.682% | |
| 4/17/2025 | Highline Wealth Partners LLC | 1,821 | $181K | 0.1% | -43.1% | 0.005% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 73,945 | $7.36M | 0.0% | -8.7% | 0.201% | |
| 4/17/2025 | RiverTree Advisors LLC | 9,491 | $944K | 0.6% | +11.1% | 0.026% | |
| 4/17/2025 | Good Life Advisors LLC | 12,256 | $1.22M | 0.1% | +35.9% | 0.033% | |
| 4/17/2025 | Ritholtz Wealth Management | 6,994 | $696K | 0.0% | N/A | 0.019% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 4,531 | $451K | 0.0% | N/A | 0.012% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 6,618 | $658K | 0.2% | -30.1% | 0.018% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,688 | $3.05M | 0.0% | +0.9% | 0.084% | |
| 4/16/2025 | May Barnhard Investments LLC | 3,843 | $382K | 0.2% | +4.7% | 0.010% | |
| 4/15/2025 | Fifth Third Bancorp | 852 | $85K | 0.0% | -20.9% | 0.002% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 19,589 | $1.95M | 0.3% | -2.3% | 0.053% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 43,281 | $4.31M | 2.4% | +6.9% | 0.118% | |
| 4/15/2025 | Focus Financial Network Inc. | 2,562 | $255K | 0.0% | N/A | 0.007% | |
| 4/15/2025 | Collier Financial | 12,432 | $1.24M | 1.1% | +4.6% | 0.034% | |
| 4/15/2025 | Petredis Investment Advisors LLC | 8,385 | $834K | 0.1% | N/A | 0.023% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 17,327 | $1.72M | 0.1% | +2.5% | 0.047% | |
| 4/15/2025 | Simplicity Wealth LLC | 10,228 | $1.02M | 0.1% | +330.7% | 0.028% | |
| 4/15/2025 | GAMMA Investing LLC | 43,565 | $4.33M | 0.3% | +18.3% | 0.119% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 44,289 | $4.41M | 0.1% | +2.4% | 0.121% | |
| 4/14/2025 | Farther Finance Advisors LLC | 26,226 | $2.60M | 0.1% | +249.2% | 0.071% | |
| 4/14/2025 | Courier Capital LLC | 2,721 | $271K | 0.0% | -90.3% | 0.007% | |
| 4/14/2025 | Priebe Wealth Holdings LLC | 16,889 | $1.68M | 1.0% | -19.0% | 0.046% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 2,416 | $240K | 0.2% | -52.0% | 0.007% | |
| 4/10/2025 | Portside Wealth Group LLC | 3,418 | $339K | 0.1% | -13.4% | 0.009% | |
| 4/10/2025 | Long Run Wealth Advisors LLC | 90,101 | $8.96M | 2.0% | +85.5% | 0.245% | |
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| 4/10/2025 | Iams Wealth Management LLC | 30,539 | $3.04M | 1.4% | -7.2% | 0.083% | |
| 4/10/2025 | DBK Financial Counsel LLC | 109,605 | $10.91M | 10.9% | +1,485.0% | 0.298% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 1,584 | $158K | 0.0% | -96.7% | 0.004% | |
| 4/9/2025 | Donor Advised Charitable Giving Inc. | 15,683 | $1.56M | 0.0% | -35.3% | 0.043% | |
| 4/9/2025 | Advance Capital Management Inc. | 5,041 | $502K | 0.0% | -12.8% | 0.014% | |
| 4/8/2025 | Parallel Advisors LLC | 8,189 | $815K | 0.0% | +136.5% | 0.022% | |
| 4/7/2025 | GAMMA Investing LLC | 4,334,282 | $431.22M | 0.1% | +11,667.1% | 11.794% | |
| 4/4/2025 | Kings Path Partners LLC | 6,970 | $693K | 0.3% | N/A | 0.019% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,428 | $3.02M | 0.0% | +70.2% | 0.084% | |
| 3/12/2025 | Centaurus Financial Inc. | 25,602 | $2.54M | 0.2% | -10.3% | 0.075% | |
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